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2021-12-28

Sell?

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2021-12-27

Buy?

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2021-12-26

Buy?

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2021-12-25

Buy?

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2021-12-24

Buy?

Is Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote>

2021-12-23

Buy?

Cathie Wood Loads Up Another $800K In This Chinese Tesla Rival Ahead Of Its Overseas Expansion<blockquote>凯西·伍德(Cathie Wood)在这家中国特斯拉竞争对手海外扩张之前又斥资80万美元</blockquote>

2021-12-22

Buy?

Travel and leisure stocks gained in early trading<blockquote>旅游休闲股早盘上涨</blockquote>

2021-12-21

Buy?

抱歉，原内容已删除

2021-12-20

Sell?

Omicron Fears Ignite Market Selloff Just as Traders Clear Books<blockquote>就在交易员清算账簿之际，奥密克戎担忧引发市场抛售</blockquote>

2021-12-19

Buy?

Novavax, Vir among healthcare gainers, Pfizer posts best rally in a decade<blockquote>Novavax、Vir跻身医疗保健股涨幅之列，辉瑞(Pfizer)创下十年来最佳涨幅</blockquote>

2021-12-17

Buy?

抱歉，原内容已删除

2021-12-14

Sell?

EV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%<blockquote>电动汽车股早盘暴跌，法拉第未来跌近10%，蔚来跌超7%</blockquote>

2021-12-13

Buy?

Palantir Has Now Entered A New Dimension<blockquote>Palantir现已进入新维度</blockquote>

2021-12-12

Buy?

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2021-12-11

Sell?

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2021-12-07

Buy?

EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>

2021-12-06

Sell?

Li Auto shares fell more than 14% in Hong Kong and XPeng fell nearly 9%.<blockquote>理想汽车股价在港跌超14%，小鹏汽车跌近9%。</blockquote>

2021-12-05

Buy?

抱歉，原内容已删除

2021-12-01

Buy?

Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</blockquote>

2021-11-30

Buy

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18:44","market":"us","language":"en","title":"Is Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175608113","media":"Investors","summary":"Amazon(AMZN) plans to build its first large-format retail stores, making a new foray into physical o","content":"<p><b>Amazon</b>(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against&nbsp;<b>Walmart</b>(WMT). Is Amazon stock a buy?</p><p><blockquote><b>亚马逊</b>亚马逊(AMZN)计划建立首家大型零售店，向实体店进军，并加强与<b>沃尔玛</b>（WMT）。亚马逊股票值得买入吗？</blockquote></p><p> Amazon's 30,000-square-foot stores, which will&nbsp;debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.</p><p><blockquote>亚马逊的30,000平方英尺的商店将在加利福尼亚州和俄亥俄州首次亮相，其规模不到沃尔玛传统商店的三分之一。它们的大小大约是沃尔玛购物中心商店的六分之一。</blockquote></p><p> Walmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.</p><p><blockquote>实体折扣店巨头沃尔玛正在与在线购物巨头亚马逊展开一场关于零售、电子商务和杂货购物未来的战斗。</blockquote></p><p> Much work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.</p><p><blockquote>要赢得亚马逊与沃尔玛的战斗，任何一家公司都还有很多工作要做。沃尔玛需要扩大在线业务，同时管理28个国家/地区的11,500家商店，其中4,743家在美国。到2021年底，沃尔玛正在重新设计1,000家商店。它的目标是为顾客创造更精简、更快捷的购物体验。</blockquote></p><p> At the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.</p><p><blockquote>与此同时，亚马逊必须继续积极推出仓库配送中心，并弄清楚建立实体店的策略。</blockquote></p><p> Amazon Is Making Critical Investments</p><p><blockquote>亚马逊正在进行关键投资</blockquote></p><p> \"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"</p><p><blockquote>加拿大皇家银行资本市场分析师布拉德·埃里克森在一份报告中表示：“这里的关键问题是，当前的投资周期何时/是否会推动股价上涨和保证金杠杆的证据。”“只有时间才能证明一切，但我们认为，随着消费者越来越需要更快的运输，亚马逊股票正在进行关键投资，这至少应该保持股价上涨，同时重要的是，增加毛利润。”</blockquote></p><p> Amazon reported&nbsp;third-quarter results&nbsp;on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.</p><p><blockquote>亚马逊于10月28日公布了第三季度业绩。调整后收益较去年同期下降51%至每股6.12美元。分析师预期每股8.92美元。营收攀升15%至1108亿美元，低于预期的1116亿美元。</blockquote></p><p> For its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.</p><p><blockquote>亚马逊预计第四季度营收在1300亿美元至1400亿美元之间。这低于分析师预期的1,420亿美元。亚马逊预测息税前利润（EBIT）为15亿美元，而预期为81亿美元。</blockquote></p><p> The company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.</p><p><blockquote>该公司的云计算部门亚马逊网络服务报告收入增长39%，达到116亿美元。这超过了云计算增长35%的预期。</blockquote></p><p> Cowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.</p><p><blockquote>Cowen分析师John Blackledge最近将亚马逊股票的目标价从4,300点上调至4,500点。他将亚马逊列为2022年大型股类别中的“最佳创意”之一。</blockquote></p><p> <b>Amazon Introduces Numerous New Gadgets</b></p><p><blockquote><b>亚马逊推出众多新产品</b></blockquote></p><p> On Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.</p><p><blockquote>9月28日，亚马逊在秋季产品发布会上推出了一系列消费电子产品，包括智能显示器和家用机器人。</blockquote></p><p> The Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.</p><p><blockquote>这家总部位于西雅图的电子商务巨头推出了几款利用其Alexa语音助手技术的设备。其中包括Echo Show 15智能显示屏，旨在让家庭保持有序、联系和娱乐。</blockquote></p><p> Another Alexa-enabled device is Amazon's first robot, which is named&nbsp;Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.</p><p><blockquote>另一款支持Alexa的设备是亚马逊的第一款机器人，名为Astro。机器人将充当保安、伴侣和移动智能显示器。该公司表示，它汇集了人工智能、计算机视觉、传感器技术以及语音和边缘计算的新进展。</blockquote></p><p> Earlier this month, Amazon moved deeper into the television market with an&nbsp;all-new lineup of devices&nbsp;and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.</p><p><blockquote>本月早些时候，亚马逊凭借全新的设备系列和首款亚马逊品牌的4K智能电视深入电视市场。亚马逊电视产品将于10月上市。亚马逊还推出了4K版本的Fire电视棒。</blockquote></p><p> <b>Plenty Of Growth Opportunities</b></p><p><blockquote><b>大量增长机会</b></blockquote></p><p> Amazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.</p><p><blockquote>亚马逊带着大量巨大的增长机会进入2021年。这包括计划在美国范围内扩展其虚拟医疗保健计划。它还在扩大其处方药业务。</blockquote></p><p> On March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.</p><p><blockquote>3月17日，亚马逊宣布其名为Amazon Care的远程医疗试点计划将于今年夏天扩展到所有美国员工及其家人以及其他公司。该计划于18个月前在西雅图总部首次启动。</blockquote></p><p> If Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.</p><p><blockquote>如果亚马逊能够提供更高效的医疗保健服务，那么推动其增长引擎的潜力是巨大的，进而推动亚马逊股票。医疗保健现在占美国经济的近五分之一。</blockquote></p><p> Amazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.</p><p><blockquote>亚马逊表示，该计划使工作人员能够通过聊天或视频会议与医疗专业人员联系，并将患者与医疗专业人员联系起来。此外，Amazon Care可以派遣医疗专业人员到患者家中进行额外护理。</blockquote></p><p> Analysts at Jefferies give Amazon a buy rating and price target or 4,000.</p><p><blockquote>杰富瑞(Jefferies)分析师给予亚马逊买入评级和目标价4,000点。</blockquote></p><p> \"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.</p><p><blockquote>杰富瑞(Jefferies)的一份报告称：“我们认为，连续两次下调指引后的低预期将使亚马逊更好地实现核心零售业务的上行空间。”</blockquote></p><p> \"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.</p><p><blockquote>它表示：“我们还看到亚马逊利润率最高的两项业务AWS和广告出现了有吸引力的增长，这足以抵消劳动力短缺和供应链中断带来的近期成本阻力。”</blockquote></p><p> <b>Tapping The Market For Prescription Drugs</b></p><p><blockquote><b>开拓处方药市场</b></blockquote></p><p></p><p> In addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it&nbsp;launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.</p><p><blockquote>此外，亚马逊正在进军3500亿美元的处方药市场。去年年底，该公司推出了亚马逊药房，在药店和处方药批发商中大放异彩。新部门将为亚马逊Prime会员提供高达80%的仿制药折扣和40%的品牌药物折扣。</blockquote></p><p> On May 26, Amazon announced it is acquiring&nbsp;iconic film studio Metro-Goldwyn-Mayer&nbsp;for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.</p><p><blockquote>5月26日，亚马逊宣布以84.5亿美元收购标志性电影制片厂米高梅，希望广泛扩大其在流媒体视频领域的地位，并增加其Prime rewards计划的价值。此次收购是亚马逊自2017年以137亿美元收购全食超市以来规模最大的一次。</blockquote></p><p> To get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.</p><p><blockquote>要获得Amazon Prime，用户需要为该服务支付年费或月费，并获得多项福利。这包括免费访问亚马逊视频和亚马逊音乐。亚马逊在其电影和电视业务以及体育直播上投资了数十亿美元。</blockquote></p><p> Another growth vehicle for Amazon in 2021 is advertising.&nbsp;When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers.&nbsp;And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.</p><p><blockquote>2021年亚马逊的另一个增长载体是广告。在寻找产品时，大约一半的美国成年人从亚马逊开始搜索。更多的搜索会吸引更多的广告商。由于新冠肺炎导致更多的消费者在线购物，这将使亚马逊的广告增长保持强劲。</blockquote></p><p></p>","source":"lsy1610449120050","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</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\">\nIs Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investors</strong><span class=\"h-time small\">2021-12-24 18:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Amazon</b>(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against&nbsp;<b>Walmart</b>(WMT). Is Amazon stock a buy?</p><p><blockquote><b>亚马逊</b>亚马逊(AMZN)计划建立首家大型零售店，向实体店进军，并加强与<b>沃尔玛</b>（WMT）。亚马逊股票值得买入吗？</blockquote></p><p> Amazon's 30,000-square-foot stores, which will&nbsp;debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.</p><p><blockquote>亚马逊的30,000平方英尺的商店将在加利福尼亚州和俄亥俄州首次亮相，其规模不到沃尔玛传统商店的三分之一。它们的大小大约是沃尔玛购物中心商店的六分之一。</blockquote></p><p> Walmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.</p><p><blockquote>实体折扣店巨头沃尔玛正在与在线购物巨头亚马逊展开一场关于零售、电子商务和杂货购物未来的战斗。</blockquote></p><p> Much work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.</p><p><blockquote>要赢得亚马逊与沃尔玛的战斗，任何一家公司都还有很多工作要做。沃尔玛需要扩大在线业务，同时管理28个国家/地区的11,500家商店，其中4,743家在美国。到2021年底，沃尔玛正在重新设计1,000家商店。它的目标是为顾客创造更精简、更快捷的购物体验。</blockquote></p><p> At the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.</p><p><blockquote>与此同时，亚马逊必须继续积极推出仓库配送中心，并弄清楚建立实体店的策略。</blockquote></p><p> Amazon Is Making Critical Investments</p><p><blockquote>亚马逊正在进行关键投资</blockquote></p><p> \"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"</p><p><blockquote>加拿大皇家银行资本市场分析师布拉德·埃里克森在一份报告中表示：“这里的关键问题是，当前的投资周期何时/是否会推动股价上涨和保证金杠杆的证据。”“只有时间才能证明一切，但我们认为，随着消费者越来越需要更快的运输，亚马逊股票正在进行关键投资，这至少应该保持股价上涨，同时重要的是，增加毛利润。”</blockquote></p><p> Amazon reported&nbsp;third-quarter results&nbsp;on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.</p><p><blockquote>亚马逊于10月28日公布了第三季度业绩。调整后收益较去年同期下降51%至每股6.12美元。分析师预期每股8.92美元。营收攀升15%至1108亿美元，低于预期的1116亿美元。</blockquote></p><p> For its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.</p><p><blockquote>亚马逊预计第四季度营收在1300亿美元至1400亿美元之间。这低于分析师预期的1,420亿美元。亚马逊预测息税前利润（EBIT）为15亿美元，而预期为81亿美元。</blockquote></p><p> The company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.</p><p><blockquote>该公司的云计算部门亚马逊网络服务报告收入增长39%，达到116亿美元。这超过了云计算增长35%的预期。</blockquote></p><p> Cowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.</p><p><blockquote>Cowen分析师John Blackledge最近将亚马逊股票的目标价从4,300点上调至4,500点。他将亚马逊列为2022年大型股类别中的“最佳创意”之一。</blockquote></p><p> <b>Amazon Introduces Numerous New Gadgets</b></p><p><blockquote><b>亚马逊推出众多新产品</b></blockquote></p><p> On Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.</p><p><blockquote>9月28日，亚马逊在秋季产品发布会上推出了一系列消费电子产品，包括智能显示器和家用机器人。</blockquote></p><p> The Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.</p><p><blockquote>这家总部位于西雅图的电子商务巨头推出了几款利用其Alexa语音助手技术的设备。其中包括Echo Show 15智能显示屏，旨在让家庭保持有序、联系和娱乐。</blockquote></p><p> Another Alexa-enabled device is Amazon's first robot, which is named&nbsp;Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.</p><p><blockquote>另一款支持Alexa的设备是亚马逊的第一款机器人，名为Astro。机器人将充当保安、伴侣和移动智能显示器。该公司表示，它汇集了人工智能、计算机视觉、传感器技术以及语音和边缘计算的新进展。</blockquote></p><p> Earlier this month, Amazon moved deeper into the television market with an&nbsp;all-new lineup of devices&nbsp;and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.</p><p><blockquote>本月早些时候，亚马逊凭借全新的设备系列和首款亚马逊品牌的4K智能电视深入电视市场。亚马逊电视产品将于10月上市。亚马逊还推出了4K版本的Fire电视棒。</blockquote></p><p> <b>Plenty Of Growth Opportunities</b></p><p><blockquote><b>大量增长机会</b></blockquote></p><p> Amazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.</p><p><blockquote>亚马逊带着大量巨大的增长机会进入2021年。这包括计划在美国范围内扩展其虚拟医疗保健计划。它还在扩大其处方药业务。</blockquote></p><p> On March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.</p><p><blockquote>3月17日，亚马逊宣布其名为Amazon Care的远程医疗试点计划将于今年夏天扩展到所有美国员工及其家人以及其他公司。该计划于18个月前在西雅图总部首次启动。</blockquote></p><p> If Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.</p><p><blockquote>如果亚马逊能够提供更高效的医疗保健服务，那么推动其增长引擎的潜力是巨大的，进而推动亚马逊股票。医疗保健现在占美国经济的近五分之一。</blockquote></p><p> Amazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.</p><p><blockquote>亚马逊表示，该计划使工作人员能够通过聊天或视频会议与医疗专业人员联系，并将患者与医疗专业人员联系起来。此外，Amazon Care可以派遣医疗专业人员到患者家中进行额外护理。</blockquote></p><p> Analysts at Jefferies give Amazon a buy rating and price target or 4,000.</p><p><blockquote>杰富瑞(Jefferies)分析师给予亚马逊买入评级和目标价4,000点。</blockquote></p><p> \"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.</p><p><blockquote>杰富瑞(Jefferies)的一份报告称：“我们认为，连续两次下调指引后的低预期将使亚马逊更好地实现核心零售业务的上行空间。”</blockquote></p><p> \"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.</p><p><blockquote>它表示：“我们还看到亚马逊利润率最高的两项业务AWS和广告出现了有吸引力的增长，这足以抵消劳动力短缺和供应链中断带来的近期成本阻力。”</blockquote></p><p> <b>Tapping The Market For Prescription Drugs</b></p><p><blockquote><b>开拓处方药市场</b></blockquote></p><p></p><p> In addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it&nbsp;launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.</p><p><blockquote>此外，亚马逊正在进军3500亿美元的处方药市场。去年年底，该公司推出了亚马逊药房，在药店和处方药批发商中大放异彩。新部门将为亚马逊Prime会员提供高达80%的仿制药折扣和40%的品牌药物折扣。</blockquote></p><p> On May 26, Amazon announced it is acquiring&nbsp;iconic film studio Metro-Goldwyn-Mayer&nbsp;for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.</p><p><blockquote>5月26日，亚马逊宣布以84.5亿美元收购标志性电影制片厂米高梅，希望广泛扩大其在流媒体视频领域的地位，并增加其Prime rewards计划的价值。此次收购是亚马逊自2017年以137亿美元收购全食超市以来规模最大的一次。</blockquote></p><p> To get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.</p><p><blockquote>要获得Amazon Prime，用户需要为该服务支付年费或月费，并获得多项福利。这包括免费访问亚马逊视频和亚马逊音乐。亚马逊在其电影和电视业务以及体育直播上投资了数十亿美元。</blockquote></p><p> Another growth vehicle for Amazon in 2021 is advertising.&nbsp;When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers.&nbsp;And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.</p><p><blockquote>2021年亚马逊的另一个增长载体是广告。在寻找产品时，大约一半的美国成年人从亚马逊开始搜索。更多的搜索会吸引更多的广告商。由于新冠肺炎导致更多的消费者在线购物，这将使亚马逊的广告增长保持强劲。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investors.com/news/technology/amazon-stock-buy-now/?src=A00220\">Investors</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","WMT":"沃尔玛"},"source_url":"https://www.investors.com/news/technology/amazon-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175608113","content_text":"Amazon(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against Walmart(WMT). Is Amazon stock a buy?\nAmazon's 30,000-square-foot stores, which will debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.\nWalmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.\nMuch work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.\nAt the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.\nAmazon Is Making Critical Investments\n\"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"\nAmazon reported third-quarter results on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.\nFor its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.\nThe company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.\nCowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.\nAmazon Introduces Numerous New Gadgets\nOn Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.\nThe Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.\nAnother Alexa-enabled device is Amazon's first robot, which is named Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.\nEarlier this month, Amazon moved deeper into the television market with an all-new lineup of devices and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.\nPlenty Of Growth Opportunities\nAmazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.\nOn March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.\nIf Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.\nAmazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.\nAnalysts at Jefferies give Amazon a buy rating and price target or 4,000.\n\"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.\n\"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.\nTapping The Market For Prescription Drugs\nIn addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.\nOn May 26, Amazon announced it is acquiring iconic film studio Metro-Goldwyn-Mayer for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.\nTo get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.\nAnother growth vehicle for Amazon in 2021 is advertising. When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers. And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.","news_type":1,"symbols_score_info":{"AMZN":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":2279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698086345,"gmtCreate":1640262495042,"gmtModify":1640262495230,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698086345","repostId":"1187215359","repostType":4,"repost":{"id":"1187215359","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640260771,"share":"https://www.laohu8.com/m/news/1187215359?lang=zh_CN&edition=full","pubTime":"2021-12-23 19:59","market":"us","language":"en","title":"Cathie Wood Loads Up Another $800K In This Chinese Tesla Rival Ahead Of Its Overseas Expansion<blockquote>凯西·伍德(Cathie Wood)在这家中国特斯拉竞争对手海外扩张之前又斥资80万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187215359","media":"Benzinga","summary":"Cathie Wood’s Ark Investment Management on Friday loaded up another 18,000 shares — worth about $823","content":"<p><b>Cathie Wood</b>’s&nbsp;<b>Ark Investment Management</b>&nbsp;on Friday loaded up&nbsp;another 18,000 shares — worth about $823,320 — in the U.S. listed Chinese electric vehicle maker&nbsp;<b>Xpeng Inc</b>(NYSE:XPEV).</p><p><blockquote><b>凯西·伍德</b>的<b>方舟投资管理</b>周五又增持了这家在美国上市的中国电动汽车制造商18,000股股票，价值约823,320美元<b>小鹏汽车</b>（纽约证券交易所代码：XPEV）。</blockquote></p><p> Xpeng’s stock closed 4.5% higher at $44.47 a share on Wednesday. The stock is up about 3.7% fp or the year.</p><p><blockquote>小鹏汽车股价周三收盘上涨4.5%，至每股44.47美元。该股今年上涨了约3.7%fp。</blockquote></p><p> The Guangzhou, China-based company bolted ahead of local rivals Nio and&nbsp;<b>Li Auto Inc</b>(NASDAQ:LI) last month with deliveries.</p><p><blockquote>这家总部位于中国广州的公司领先于当地竞争对手蔚来和<b>理想汽车公司</b>（纳斯达克：李）上个月交货。</blockquote></p><p> Each of the three players delivered more than 10,000 electric vehicles — with Xpeng leading the pack at 15,613 units, Li Auto grabbing the second spot at 13,485 units and Nio dispatching 10,878 units to dealers during the month.</p><p><blockquote>这三家公司均交付了超过10,000辆电动汽车，其中小鹏汽车以15,613辆位居榜首，理想汽车以13,485辆位居第二，蔚来本月向经销商交付了10,878辆。</blockquote></p><p> Xpeng Chairman<b>Brian Gu</b>said last month the company aims to sell half of its electric vehicles outside of China.</p><p><blockquote>小鹏汽车董事长<b>布莱恩·顾</b>上个月表示，该公司的目标是将一半的电动汽车销往中国境外。</blockquote></p><p> The maker of electric sedans and SUVs already sells electric vehicles in Norway and plans to ramp up investments overseas next year, including in Sweden, Denmark and the Netherlands.</p><p><blockquote>这家电动轿车和SUV制造商已经在挪威销售电动汽车，并计划明年加大海外投资，包括瑞典、丹麦和荷兰。</blockquote></p><p> The Shanghai-based Nio has similar plans and said last week it plans to foray into Germany, the Netherlands, Sweden and Denmark in 2022 and aims to have a presence&nbsp;in 25 countries by 2025.</p><p><blockquote>总部位于上海的蔚来也有类似的计划，并于上周表示，计划在2022年进军德、荷、瑞和丹，目标是到2025年在25个国家开展业务。</blockquote></p><p> Ark Invest first bought shares in Xpeng on Dec. 3 and has since piled up shares in the electric vehicle company’s stock on six days, all&nbsp;via the&nbsp;<b>Ark</b>&nbsp;<b>Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ).</p><p><blockquote>Ark Invest于12月3日首次购买了小鹏汽车的股票，此后六天内增持了这家电动汽车公司的股票，全部通过<b>方舟</b> <b>自主技术与机器人ETF</b>（蝙蝠：ARKQ）。</blockquote></p><p> ARKQ held 637,042 shares — worth $27.88 million in Xpeng, prior to Thursday’s trade.</p><p><blockquote>在周四交易之前，ARKQ持有637,042股小鹏汽车股票，价值2,788万美元。</blockquote></p><p> Besides Xpeng, the Elon Musk-led Tesla is the only all-electric vehicle maker in which Ark Invest has bought large amounts. The firm counts Tesla as its largest holding and owns shares worth billions in the company via its exchange-traded funds.</p><p><blockquote>除了小鹏汽车，Elon Musk领导的特斯拉是Ark Invest唯一大举买入的全电动汽车制造商。该公司将特斯拉视为其最大持股，并通过其交易所交易基金持有该公司价值数十亿美元的股票。</blockquote></p><p> The investment firm has been booking profit in Tesla since early September when shares of the company began an upward march.</p><p><blockquote>自9月初该公司股价开始上涨以来，该投资公司一直在特斯拉实现盈利。</blockquote></p><p> Ark also sold 2,273 shares — estimated to be worth $6.68 million — in&nbsp;<b>Alphabet Inc Class C</b>(NASDAQ:GOOG). The stock closed 1.89% higher at $2,938.9 a share on Wednesday.</p><p><blockquote>Ark还出售了2,273股股票，估计价值668万美元<b>Alphabet公司C级</b>（纳斯达克：GOOG）。该股周三收盘上涨1.89%，至每股2,938.9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>Cathie Wood Loads Up Another $800K In This Chinese Tesla Rival Ahead Of Its Overseas Expansion<blockquote>凯西·伍德(Cathie Wood)在这家中国特斯拉竞争对手海外扩张之前又斥资80万美元</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\">\nCathie Wood Loads Up Another $800K In This Chinese Tesla Rival Ahead Of Its Overseas Expansion<blockquote>凯西·伍德(Cathie Wood)在这家中国特斯拉竞争对手海外扩张之前又斥资80万美元</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 </p>\n<p class=\"h-time smaller\">2021-12-23 19:59</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Cathie Wood</b>’s&nbsp;<b>Ark Investment Management</b>&nbsp;on Friday loaded up&nbsp;another 18,000 shares — worth about $823,320 — in the U.S. listed Chinese electric vehicle maker&nbsp;<b>Xpeng Inc</b>(NYSE:XPEV).</p><p><blockquote><b>凯西·伍德</b>的<b>方舟投资管理</b>周五又增持了这家在美国上市的中国电动汽车制造商18,000股股票，价值约823,320美元<b>小鹏汽车</b>（纽约证券交易所代码：XPEV）。</blockquote></p><p> Xpeng’s stock closed 4.5% higher at $44.47 a share on Wednesday. The stock is up about 3.7% fp or the year.</p><p><blockquote>小鹏汽车股价周三收盘上涨4.5%，至每股44.47美元。该股今年上涨了约3.7%fp。</blockquote></p><p> The Guangzhou, China-based company bolted ahead of local rivals Nio and&nbsp;<b>Li Auto Inc</b>(NASDAQ:LI) last month with deliveries.</p><p><blockquote>这家总部位于中国广州的公司领先于当地竞争对手蔚来和<b>理想汽车公司</b>（纳斯达克：李）上个月交货。</blockquote></p><p> Each of the three players delivered more than 10,000 electric vehicles — with Xpeng leading the pack at 15,613 units, Li Auto grabbing the second spot at 13,485 units and Nio dispatching 10,878 units to dealers during the month.</p><p><blockquote>这三家公司均交付了超过10,000辆电动汽车，其中小鹏汽车以15,613辆位居榜首，理想汽车以13,485辆位居第二，蔚来本月向经销商交付了10,878辆。</blockquote></p><p> Xpeng Chairman<b>Brian Gu</b>said last month the company aims to sell half of its electric vehicles outside of China.</p><p><blockquote>小鹏汽车董事长<b>布莱恩·顾</b>上个月表示，该公司的目标是将一半的电动汽车销往中国境外。</blockquote></p><p> The maker of electric sedans and SUVs already sells electric vehicles in Norway and plans to ramp up investments overseas next year, including in Sweden, Denmark and the Netherlands.</p><p><blockquote>这家电动轿车和SUV制造商已经在挪威销售电动汽车，并计划明年加大海外投资，包括瑞典、丹麦和荷兰。</blockquote></p><p> The Shanghai-based Nio has similar plans and said last week it plans to foray into Germany, the Netherlands, Sweden and Denmark in 2022 and aims to have a presence&nbsp;in 25 countries by 2025.</p><p><blockquote>总部位于上海的蔚来也有类似的计划，并于上周表示，计划在2022年进军德、荷、瑞和丹，目标是到2025年在25个国家开展业务。</blockquote></p><p> Ark Invest first bought shares in Xpeng on Dec. 3 and has since piled up shares in the electric vehicle company’s stock on six days, all&nbsp;via the&nbsp;<b>Ark</b>&nbsp;<b>Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ).</p><p><blockquote>Ark Invest于12月3日首次购买了小鹏汽车的股票，此后六天内增持了这家电动汽车公司的股票，全部通过<b>方舟</b> <b>自主技术与机器人ETF</b>（蝙蝠：ARKQ）。</blockquote></p><p> ARKQ held 637,042 shares — worth $27.88 million in Xpeng, prior to Thursday’s trade.</p><p><blockquote>在周四交易之前，ARKQ持有637,042股小鹏汽车股票，价值2,788万美元。</blockquote></p><p> Besides Xpeng, the Elon Musk-led Tesla is the only all-electric vehicle maker in which Ark Invest has bought large amounts. The firm counts Tesla as its largest holding and owns shares worth billions in the company via its exchange-traded funds.</p><p><blockquote>除了小鹏汽车，Elon Musk领导的特斯拉是Ark Invest唯一大举买入的全电动汽车制造商。该公司将特斯拉视为其最大持股，并通过其交易所交易基金持有该公司价值数十亿美元的股票。</blockquote></p><p> The investment firm has been booking profit in Tesla since early September when shares of the company began an upward march.</p><p><blockquote>自9月初该公司股价开始上涨以来，该投资公司一直在特斯拉实现盈利。</blockquote></p><p> Ark also sold 2,273 shares — estimated to be worth $6.68 million — in&nbsp;<b>Alphabet Inc Class C</b>(NASDAQ:GOOG). The stock closed 1.89% higher at $2,938.9 a share on Wednesday.</p><p><blockquote>Ark还出售了2,273股股票，估计价值668万美元<b>Alphabet公司C级</b>（纳斯达克：GOOG）。该股周三收盘上涨1.89%，至每股2,938.9美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187215359","content_text":"Cathie Wood’s Ark Investment Management on Friday loaded up another 18,000 shares — worth about $823,320 — in the U.S. listed Chinese electric vehicle maker Xpeng Inc(NYSE:XPEV).\nXpeng’s stock closed 4.5% higher at $44.47 a share on Wednesday. The stock is up about 3.7% fp or the year.\nThe Guangzhou, China-based company bolted ahead of local rivals Nio and Li Auto Inc(NASDAQ:LI) last month with deliveries.\nEach of the three players delivered more than 10,000 electric vehicles — with Xpeng leading the pack at 15,613 units, Li Auto grabbing the second spot at 13,485 units and Nio dispatching 10,878 units to dealers during the month.\nXpeng ChairmanBrian Gusaid last month the company aims to sell half of its electric vehicles outside of China.\nThe maker of electric sedans and SUVs already sells electric vehicles in Norway and plans to ramp up investments overseas next year, including in Sweden, Denmark and the Netherlands.\nThe Shanghai-based Nio has similar plans and said last week it plans to foray into Germany, the Netherlands, Sweden and Denmark in 2022 and aims to have a presence in 25 countries by 2025.\nArk Invest first bought shares in Xpeng on Dec. 3 and has since piled up shares in the electric vehicle company’s stock on six days, all via the Ark Autonomous Technology & Robotics ETF(BATS:ARKQ).\nARKQ held 637,042 shares — worth $27.88 million in Xpeng, prior to Thursday’s trade.\nBesides Xpeng, the Elon Musk-led Tesla is the only all-electric vehicle maker in which Ark Invest has bought large amounts. The firm counts Tesla as its largest holding and owns shares worth billions in the company via its exchange-traded funds.\nThe investment firm has been booking profit in Tesla since early September when shares of the company began an upward march.\nArk also sold 2,273 shares — estimated to be worth $6.68 million — in Alphabet Inc Class C(NASDAQ:GOOG). The stock closed 1.89% higher at $2,938.9 a share on Wednesday.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691987547,"gmtCreate":1640126459593,"gmtModify":1640126459833,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691987547","repostId":"1154778445","repostType":4,"repost":{"id":"1154778445","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":1640099685,"share":"https://www.laohu8.com/m/news/1154778445?lang=zh_CN&edition=full","pubTime":"2021-12-21 23:14","market":"us","language":"en","title":"Travel and leisure stocks gained in early trading<blockquote>旅游休闲股早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154778445","media":"Tiger Newspress","summary":"Travel and leisure stocks gained in early trading. UAl, AAL, DAL and LUV shares were up between 4% a","content":"<p>Travel and leisure stocks&nbsp;gained&nbsp;in&nbsp;early&nbsp;trading.&nbsp;UAl,&nbsp;AAL,&nbsp;DAL&nbsp;and&nbsp;LUV&nbsp;shares&nbsp;were&nbsp;up&nbsp;between&nbsp;4%&nbsp;and&nbsp;7%.</p><p><blockquote>旅游和休闲股早盘上涨。UAl、AAL、DAL和LUV股价上涨4%至7%。</blockquote></p><p> CCL,&nbsp;RCL&nbsp;and&nbsp;NCLH&nbsp;shares&nbsp;rose&nbsp;between&nbsp;5%&nbsp;and&nbsp;8%.<img src=\"https://static.tigerbbs.com/99687d6e84a5baa64ead27263c83b24f\" tg-width=\"977\" tg-height=\"429\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/73210a8a9af665735a288bce4bf3b1cd\" tg-width=\"998\" tg-height=\"340\" referrerpolicy=\"no-referrer\">The Omicron coronavirus variant is rapidly spreading across the U.S. just as the holiday season’s busiest travel period gets under way.</p><p><blockquote>CCL、RCL和NCLH股价上涨5%至8%。就在假期最繁忙的旅行期开始之际，奥密克戎冠状病毒变种正在美国迅速传播。</blockquote></p><p> However, there appear to be no signs yet of the new variant significantly affecting air travel in the U.S. in the run up to Christmas.</p><p><blockquote>然而，似乎还没有迹象表明这种新变种会在圣诞节前夕对美国的航空旅行产生重大影响。</blockquote></p><p> More than two million people passed through airport security checkpoints on Monday for the fifth consecutive day, according to Transportation Security Administration data. The numbers have been tracking at between 81% and 85% of traveler throughput against the same days in 2019, although the peak holiday travel days are ahead.</p><p><blockquote>根据运输安全管理局的数据，周一连续第五天有超过200万人通过机场安检。尽管假日旅游高峰日即将到来，但与2019年同期相比，这些数字一直在81%至85%之间。</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>Travel and leisure stocks gained in early trading<blockquote>旅游休闲股早盘上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTravel and leisure stocks gained in early trading<blockquote>旅游休闲股早盘上涨</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\">2021-12-21 23:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Travel and leisure stocks&nbsp;gained&nbsp;in&nbsp;early&nbsp;trading.&nbsp;UAl,&nbsp;AAL,&nbsp;DAL&nbsp;and&nbsp;LUV&nbsp;shares&nbsp;were&nbsp;up&nbsp;between&nbsp;4%&nbsp;and&nbsp;7%.</p><p><blockquote>旅游和休闲股早盘上涨。UAl、AAL、DAL和LUV股价上涨4%至7%。</blockquote></p><p> CCL,&nbsp;RCL&nbsp;and&nbsp;NCLH&nbsp;shares&nbsp;rose&nbsp;between&nbsp;5%&nbsp;and&nbsp;8%.<img src=\"https://static.tigerbbs.com/99687d6e84a5baa64ead27263c83b24f\" tg-width=\"977\" tg-height=\"429\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/73210a8a9af665735a288bce4bf3b1cd\" tg-width=\"998\" tg-height=\"340\" referrerpolicy=\"no-referrer\">The Omicron coronavirus variant is rapidly spreading across the U.S. just as the holiday season’s busiest travel period gets under way.</p><p><blockquote>CCL、RCL和NCLH股价上涨5%至8%。就在假期最繁忙的旅行期开始之际，奥密克戎冠状病毒变种正在美国迅速传播。</blockquote></p><p> However, there appear to be no signs yet of the new variant significantly affecting air travel in the U.S. in the run up to Christmas.</p><p><blockquote>然而，似乎还没有迹象表明这种新变种会在圣诞节前夕对美国的航空旅行产生重大影响。</blockquote></p><p> More than two million people passed through airport security checkpoints on Monday for the fifth consecutive day, according to Transportation Security Administration data. The numbers have been tracking at between 81% and 85% of traveler throughput against the same days in 2019, although the peak holiday travel days are ahead.</p><p><blockquote>根据运输安全管理局的数据，周一连续第五天有超过200万人通过机场安检。尽管假日旅游高峰日即将到来，但与2019年同期相比，这些数字一直在81%至85%之间。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DAL":"达美航空","RCL":"皇家加勒比邮轮","NCLH":"挪威邮轮","UAL":"联合大陆航空","CCL":"嘉年华邮轮","LUV":"西南航空","AAL":"美国航空"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154778445","content_text":"Travel and leisure stocks gained in early trading. UAl, AAL, DAL and LUV shares were up between 4% and 7%.\nCCL, RCL and NCLH shares rose between 5% and 8%.The Omicron coronavirus variant is rapidly spreading across the U.S. just as the holiday season’s busiest travel period gets under way.\nHowever, there appear to be no signs yet of the new variant significantly affecting air travel in the U.S. in the run up to Christmas.\nMore than two million people passed through airport security checkpoints on Monday for the fifth consecutive day, according to Transportation Security Administration data. The numbers have been tracking at between 81% and 85% of traveler throughput against the same days in 2019, although the peak holiday travel days are ahead.","news_type":1,"symbols_score_info":{"LUV":0.9,"UAL":0.9,"CCL":0.9,"RCL":0.9,"DAL":0.9,"NCLH":0.9,"AAL":0.9}},"isVote":1,"tweetType":1,"viewCount":2460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693418755,"gmtCreate":1640060390314,"gmtModify":1640060955734,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/693418755","repostId":"2192358181","repostType":4,"isVote":1,"tweetType":1,"viewCount":3914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693868032,"gmtCreate":1640002506400,"gmtModify":1640002506584,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Sell?","listText":"Sell?","text":"Sell?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693868032","repostId":"1177944784","repostType":4,"repost":{"id":"1177944784","kind":"news","pubTimestamp":1639999788,"share":"https://www.laohu8.com/m/news/1177944784?lang=zh_CN&edition=full","pubTime":"2021-12-20 19:29","market":"us","language":"en","title":"Omicron Fears Ignite Market Selloff Just as Traders Clear Books<blockquote>就在交易员清算账簿之际，奥密克戎担忧引发市场抛售</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177944784","media":"Bloomberg","summary":"(Bloomberg) -- Just as investors were wrapping up this year’s trading, the threat of new lockdowns s","content":"<p>(Bloomberg) -- Just as investors were wrapping up this year’s trading, the threat of new lockdowns sent shock waves through markets across the world.</p><p><blockquote>（彭博社）——就在投资者结束今年的交易时，新一轮封锁的威胁给全球市场带来了冲击波。</blockquote></p><p> Sentiment in stocks and bonds remained on the back foot, though U.S. stock index futures and 10-year Treasury yields pared declines after Moderna Inc. said a third dose of its Covid-19 vaccine increased antibody levels against the omicron variant.</p><p><blockquote>尽管在Moderna Inc.表示第三剂Covid-19疫苗提高了针对奥密克戎变种的抗体水平后，美国股指期货和10年期国债收益率收窄跌幅，但股市和债券人气仍处于不利地位。</blockquote></p><p> Lockdown risks are rising, with the U.K. Health Secretary Sajid Javid refusing to rule out stronger measures before Christmas and the Netherlands said Saturday it’s going to a full lockdown until at least Jan. 14. Senator Joe Manchin’s rejection of the U.S. spending package at the heart of President Joe Biden’s economic agenda also weighed on sentiment.</p><p><blockquote>封锁风险正在上升，英国卫生部长萨吉德·贾维德拒绝排除在圣诞节前采取更强有力的措施，荷兰周六表示将全面封锁至少到1月14日。参议员乔·曼钦拒绝了作为总统乔·拜登经济议程核心的美国支出计划，这也打压了市场情绪。</blockquote></p><p> “The market is lowering its expectations for growth due to omicron and lower liquidity as the year is ending is potentially amplifying the moves, so we have to be a bit careful of reading too much into the weakness,” said Peter Garnry, head of equity strategy at Saxo Bank.</p><p><blockquote>主管Peter Garnry表示：“由于奥密克戎，市场正在降低对增长的预期，而年底流动性下降可能会放大这些走势，因此我们必须小心不要过度解读疲软。”盛宝银行股票策略。</blockquote></p><p> <b>Volatility Jumps</b></p><p><blockquote><b>波动性跳跃</b></blockquote></p><p> Volatility surged, with the Euro Stoxx 50 Volatility VSTOXX Index and the VIX Index both jumping to the highest in two weeks.</p><p><blockquote>波动率飙升，欧洲斯托克50波动率VSTOXX指数和VIX指数均跃升至两周来最高。</blockquote></p><p> S&amp;P 500 e-mini futures fell 1.2% as of 6:01 a.m. in New York, after earlier sliding as much as 1.8%. The Stoxx Europe 600 Index trimmed earlier declines to 1.5%.</p><p><blockquote>截至纽约上午6:01，标普500 e-mini期货下跌1.2%，此前曾下跌1.8%。斯托克欧洲600指数将早些时候的跌幅收窄至1.5%。</blockquote></p><p> “I remain constructive for 2022, given a health situation that seems under control, with admittedly high transmissibility but mild symptoms; an environment of interest rates increasing but nonetheless contained, as well as an inflation that seems under control,” said Michel Keusch, a portfolio manager at Bellevue Asset Management. “I would not sell in this environment.”</p><p><blockquote>米歇尔·科施(Michel Keusch)表示：“鉴于健康状况似乎得到控制，无可否认，传播性很高，但症状轻微；利率上升但得到控制的环境，以及通货膨胀似乎得到控制，我对2022年仍然持建设性态度。”贝尔维尤资产管理公司的投资组合经理。“在这种环境下我不会卖。”</blockquote></p><p> Yields on 10-year Treasuries traded at 1.39%, paring declines to two basis points. Those on benchmark gilts fell the same amount to 0.74%. Risk-sensitive currencies underperformed, with the New Zealand dollar and pound leading losses in the Group of 10.</p><p><blockquote>10年期国债收益率报1.39%，跌幅收窄至两个基点。基准英国国债跌幅相同，至0.74%。风险敏感货币表现不佳，新西兰元和英镑在10国集团中跌幅居前。</blockquote></p><p> “The selloff is influenced by year-end volatility and new fears on growth due to the omicron variant,” said Antonio Amendola, a portfolio manager at AcomeA Sgr. “That said, we need to remain selective on stories with greater solidity and ability to preserve margins in inflationary contexts. At the relative level, small and mid caps are better than large caps.”</p><p><blockquote>AcomeA Sgr投资组合经理Antonio Amendola表示：“抛售受到年底波动以及奥密克戎变体对增长的新担忧的影响。”“也就是说，我们需要对在通胀背景下具有更大稳健性和保持利润率能力的故事保持选择性。相对而言，中小盘股优于大盘股。”</blockquote></p><p> <b>‘Very Jittery’</b></p><p><blockquote><b>“非常紧张”</b></blockquote></p><p> Morgan Stanley strategists led by Michael Wilson recommended that U.S. stock investors stay defensive, and while omicron adds to economic concerns, they’re more focused on risks of supply picking up while consumption fades.</p><p><blockquote>以Michael Wilson为首的大摩策略师建议美股投资者保持防御性，虽然奥密克戎加剧了经济担忧，但他们更关注供应回升而消费消退的风险。</blockquote></p><p> “The market is very jittery and obviously the news flow on omicron is not good,” said Charles Diebel, a money manager at Mediolanum. “But I’m not sure the impact will last too long. I think the combination of infections and boosters means this abates relatively quickly, i.e. by February, so I wouldn’t be buying bonds on the back of it.”</p><p><blockquote>Mediolanum基金经理Charles Diebel表示：“市场非常紧张，显然奥密克戎的消息流并不好。”“但我不确定这种影响会持续太久。我认为感染和加强剂的结合意味着这种影响会相对较快地减弱，即到二月份，所以我不会在此基础上购买债券。”</blockquote></p><p> Goldman Sachs Group Inc. cut its forecast for U.S. economic growth in the wake of Manchin’s move against the Biden administration’s roughly $2 trillion tax-and-spend program. Goldman slashed its real gross domestic product projection for the first quarter to 2% from 3% previously.</p><p><blockquote>在曼钦反对拜登政府约2万亿美元的税收和支出计划后，高盛集团下调了对美国经济增长的预期。高盛将第一季度实际国内生产总值预测从之前的3%下调至2%。</blockquote></p><p> The backdrop of monetary-stimulus tapering in major economies is also adding to trouble for developing-nation assets.</p><p><blockquote>主要经济体缩减货币刺激的背景也增加了发展中国家资产的麻烦。</blockquote></p><p> The removal of accommodative monetary policy by many major central banks “will hit emerging markets hard”, along with other risk assets that are dependent on plentiful liquidity, according to Win Thin, global head of currency strategy at Brown Brothers Harriman &amp; Co. “EM is likely to remain under pressure as we move into 2022.”</p><p><blockquote>Brown Brothers Harriman&amp;Co.货币策略全球主管Win Thin表示，许多主要央行取消宽松货币政策“将严重打击新兴市场”，以及其他依赖充足流动性的风险资产。进入2022年，新兴市场可能会继续面临压力。”</blockquote></p><p> <b>Emerging Markets</b></p><p><blockquote><b>新兴市场</b></blockquote></p><p> Every developing-market currency except the yuan has weakened against the greenback over the past six months. The Turkish lira, which has been under pressure after President Recep Erdogan flagged an economic model that relies on lower borrowing costs, slid to an all-time low on Monday.</p><p><blockquote>过去六个月里，除人民币外，所有发展中市场货币兑美元汇率都走软。在总统雷杰普·埃尔多安提出依赖较低借贷成本的经济模式后，土耳其里拉一直面临压力，周一跌至历史低点。</blockquote></p><p> In stocks, the MSCI Emerging Markets Index has slid more than 7% this year and was down 1.9% today.</p><p><blockquote>股市方面，摩根士丹利资本国际新兴市场指数今年已下跌逾7%，今日下跌1.9%。</blockquote></p><p> On Friday, the S&amp;P 500 gauge extended its weekly slide in a session of heavy trading volume. With the holidays fast approaching, it could have been the last day of 2021 with enough liquidity for investors to trade in and out of large positions.</p><p><blockquote>周五，标普500指数在交易量大的时段延续了周跌幅。随着假期的临近，这可能是2021年的最后一天，有足够的流动性供投资者进出大额头寸。</blockquote></p><p> “Unless we see this flow turn around then it feels like we could be at the mercy of position squaring, rather than chasing, and longs taking some off the table ahead of the calendar year-end,” Chris Weston, head of research with Pepperstone Financial Pty Ltd., wrote in a note to clients.</p><p><blockquote>Pepperstone研究主管克里斯·韦斯顿(Chris Weston)表示：“除非我们看到这种流动发生逆转，否则感觉我们可能会受到头寸调整的摆布，而不是追逐，多头在年底前将一些头寸撤出。”Financial Pty Ltd.在给客户的一份报告中写道。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Omicron Fears Ignite Market Selloff Just as Traders Clear Books<blockquote>就在交易员清算账簿之际，奥密克戎担忧引发市场抛售</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\">\nOmicron Fears Ignite Market Selloff Just as Traders Clear Books<blockquote>就在交易员清算账簿之际，奥密克戎担忧引发市场抛售</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-12-20 19:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Just as investors were wrapping up this year’s trading, the threat of new lockdowns sent shock waves through markets across the world.</p><p><blockquote>（彭博社）——就在投资者结束今年的交易时，新一轮封锁的威胁给全球市场带来了冲击波。</blockquote></p><p> Sentiment in stocks and bonds remained on the back foot, though U.S. stock index futures and 10-year Treasury yields pared declines after Moderna Inc. said a third dose of its Covid-19 vaccine increased antibody levels against the omicron variant.</p><p><blockquote>尽管在Moderna Inc.表示第三剂Covid-19疫苗提高了针对奥密克戎变种的抗体水平后，美国股指期货和10年期国债收益率收窄跌幅，但股市和债券人气仍处于不利地位。</blockquote></p><p> Lockdown risks are rising, with the U.K. Health Secretary Sajid Javid refusing to rule out stronger measures before Christmas and the Netherlands said Saturday it’s going to a full lockdown until at least Jan. 14. Senator Joe Manchin’s rejection of the U.S. spending package at the heart of President Joe Biden’s economic agenda also weighed on sentiment.</p><p><blockquote>封锁风险正在上升，英国卫生部长萨吉德·贾维德拒绝排除在圣诞节前采取更强有力的措施，荷兰周六表示将全面封锁至少到1月14日。参议员乔·曼钦拒绝了作为总统乔·拜登经济议程核心的美国支出计划，这也打压了市场情绪。</blockquote></p><p> “The market is lowering its expectations for growth due to omicron and lower liquidity as the year is ending is potentially amplifying the moves, so we have to be a bit careful of reading too much into the weakness,” said Peter Garnry, head of equity strategy at Saxo Bank.</p><p><blockquote>主管Peter Garnry表示：“由于奥密克戎，市场正在降低对增长的预期，而年底流动性下降可能会放大这些走势，因此我们必须小心不要过度解读疲软。”盛宝银行股票策略。</blockquote></p><p> <b>Volatility Jumps</b></p><p><blockquote><b>波动性跳跃</b></blockquote></p><p> Volatility surged, with the Euro Stoxx 50 Volatility VSTOXX Index and the VIX Index both jumping to the highest in two weeks.</p><p><blockquote>波动率飙升，欧洲斯托克50波动率VSTOXX指数和VIX指数均跃升至两周来最高。</blockquote></p><p> S&amp;P 500 e-mini futures fell 1.2% as of 6:01 a.m. in New York, after earlier sliding as much as 1.8%. The Stoxx Europe 600 Index trimmed earlier declines to 1.5%.</p><p><blockquote>截至纽约上午6:01，标普500 e-mini期货下跌1.2%，此前曾下跌1.8%。斯托克欧洲600指数将早些时候的跌幅收窄至1.5%。</blockquote></p><p> “I remain constructive for 2022, given a health situation that seems under control, with admittedly high transmissibility but mild symptoms; an environment of interest rates increasing but nonetheless contained, as well as an inflation that seems under control,” said Michel Keusch, a portfolio manager at Bellevue Asset Management. “I would not sell in this environment.”</p><p><blockquote>米歇尔·科施(Michel Keusch)表示：“鉴于健康状况似乎得到控制，无可否认，传播性很高，但症状轻微；利率上升但得到控制的环境，以及通货膨胀似乎得到控制，我对2022年仍然持建设性态度。”贝尔维尤资产管理公司的投资组合经理。“在这种环境下我不会卖。”</blockquote></p><p> Yields on 10-year Treasuries traded at 1.39%, paring declines to two basis points. Those on benchmark gilts fell the same amount to 0.74%. Risk-sensitive currencies underperformed, with the New Zealand dollar and pound leading losses in the Group of 10.</p><p><blockquote>10年期国债收益率报1.39%，跌幅收窄至两个基点。基准英国国债跌幅相同，至0.74%。风险敏感货币表现不佳，新西兰元和英镑在10国集团中跌幅居前。</blockquote></p><p> “The selloff is influenced by year-end volatility and new fears on growth due to the omicron variant,” said Antonio Amendola, a portfolio manager at AcomeA Sgr. “That said, we need to remain selective on stories with greater solidity and ability to preserve margins in inflationary contexts. At the relative level, small and mid caps are better than large caps.”</p><p><blockquote>AcomeA Sgr投资组合经理Antonio Amendola表示：“抛售受到年底波动以及奥密克戎变体对增长的新担忧的影响。”“也就是说，我们需要对在通胀背景下具有更大稳健性和保持利润率能力的故事保持选择性。相对而言，中小盘股优于大盘股。”</blockquote></p><p> <b>‘Very Jittery’</b></p><p><blockquote><b>“非常紧张”</b></blockquote></p><p> Morgan Stanley strategists led by Michael Wilson recommended that U.S. stock investors stay defensive, and while omicron adds to economic concerns, they’re more focused on risks of supply picking up while consumption fades.</p><p><blockquote>以Michael Wilson为首的大摩策略师建议美股投资者保持防御性，虽然奥密克戎加剧了经济担忧，但他们更关注供应回升而消费消退的风险。</blockquote></p><p> “The market is very jittery and obviously the news flow on omicron is not good,” said Charles Diebel, a money manager at Mediolanum. “But I’m not sure the impact will last too long. I think the combination of infections and boosters means this abates relatively quickly, i.e. by February, so I wouldn’t be buying bonds on the back of it.”</p><p><blockquote>Mediolanum基金经理Charles Diebel表示：“市场非常紧张，显然奥密克戎的消息流并不好。”“但我不确定这种影响会持续太久。我认为感染和加强剂的结合意味着这种影响会相对较快地减弱，即到二月份，所以我不会在此基础上购买债券。”</blockquote></p><p> Goldman Sachs Group Inc. cut its forecast for U.S. economic growth in the wake of Manchin’s move against the Biden administration’s roughly $2 trillion tax-and-spend program. Goldman slashed its real gross domestic product projection for the first quarter to 2% from 3% previously.</p><p><blockquote>在曼钦反对拜登政府约2万亿美元的税收和支出计划后，高盛集团下调了对美国经济增长的预期。高盛将第一季度实际国内生产总值预测从之前的3%下调至2%。</blockquote></p><p> The backdrop of monetary-stimulus tapering in major economies is also adding to trouble for developing-nation assets.</p><p><blockquote>主要经济体缩减货币刺激的背景也增加了发展中国家资产的麻烦。</blockquote></p><p> The removal of accommodative monetary policy by many major central banks “will hit emerging markets hard”, along with other risk assets that are dependent on plentiful liquidity, according to Win Thin, global head of currency strategy at Brown Brothers Harriman &amp; Co. “EM is likely to remain under pressure as we move into 2022.”</p><p><blockquote>Brown Brothers Harriman&amp;Co.货币策略全球主管Win Thin表示，许多主要央行取消宽松货币政策“将严重打击新兴市场”，以及其他依赖充足流动性的风险资产。进入2022年，新兴市场可能会继续面临压力。”</blockquote></p><p> <b>Emerging Markets</b></p><p><blockquote><b>新兴市场</b></blockquote></p><p> Every developing-market currency except the yuan has weakened against the greenback over the past six months. The Turkish lira, which has been under pressure after President Recep Erdogan flagged an economic model that relies on lower borrowing costs, slid to an all-time low on Monday.</p><p><blockquote>过去六个月里，除人民币外，所有发展中市场货币兑美元汇率都走软。在总统雷杰普·埃尔多安提出依赖较低借贷成本的经济模式后，土耳其里拉一直面临压力，周一跌至历史低点。</blockquote></p><p> In stocks, the MSCI Emerging Markets Index has slid more than 7% this year and was down 1.9% today.</p><p><blockquote>股市方面，摩根士丹利资本国际新兴市场指数今年已下跌逾7%，今日下跌1.9%。</blockquote></p><p> On Friday, the S&amp;P 500 gauge extended its weekly slide in a session of heavy trading volume. With the holidays fast approaching, it could have been the last day of 2021 with enough liquidity for investors to trade in and out of large positions.</p><p><blockquote>周五，标普500指数在交易量大的时段延续了周跌幅。随着假期的临近，这可能是2021年的最后一天，有足够的流动性供投资者进出大额头寸。</blockquote></p><p> “Unless we see this flow turn around then it feels like we could be at the mercy of position squaring, rather than chasing, and longs taking some off the table ahead of the calendar year-end,” Chris Weston, head of research with Pepperstone Financial Pty Ltd., wrote in a note to clients.</p><p><blockquote>Pepperstone研究主管克里斯·韦斯顿(Chris Weston)表示：“除非我们看到这种流动发生逆转，否则感觉我们可能会受到头寸调整的摆布，而不是追逐，多头在年底前将一些头寸撤出。”Financial Pty Ltd.在给客户的一份报告中写道。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/u-stock-index-futures-fall-030733739.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/u-stock-index-futures-fall-030733739.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177944784","content_text":"(Bloomberg) -- Just as investors were wrapping up this year’s trading, the threat of new lockdowns sent shock waves through markets across the world.\nSentiment in stocks and bonds remained on the back foot, though U.S. stock index futures and 10-year Treasury yields pared declines after Moderna Inc. said a third dose of its Covid-19 vaccine increased antibody levels against the omicron variant.\nLockdown risks are rising, with the U.K. Health Secretary Sajid Javid refusing to rule out stronger measures before Christmas and the Netherlands said Saturday it’s going to a full lockdown until at least Jan. 14. Senator Joe Manchin’s rejection of the U.S. spending package at the heart of President Joe Biden’s economic agenda also weighed on sentiment.\n“The market is lowering its expectations for growth due to omicron and lower liquidity as the year is ending is potentially amplifying the moves, so we have to be a bit careful of reading too much into the weakness,” said Peter Garnry, head of equity strategy at Saxo Bank.\nVolatility Jumps\nVolatility surged, with the Euro Stoxx 50 Volatility VSTOXX Index and the VIX Index both jumping to the highest in two weeks.\nS&P 500 e-mini futures fell 1.2% as of 6:01 a.m. in New York, after earlier sliding as much as 1.8%. The Stoxx Europe 600 Index trimmed earlier declines to 1.5%.\n“I remain constructive for 2022, given a health situation that seems under control, with admittedly high transmissibility but mild symptoms; an environment of interest rates increasing but nonetheless contained, as well as an inflation that seems under control,” said Michel Keusch, a portfolio manager at Bellevue Asset Management. “I would not sell in this environment.”\nYields on 10-year Treasuries traded at 1.39%, paring declines to two basis points. Those on benchmark gilts fell the same amount to 0.74%. Risk-sensitive currencies underperformed, with the New Zealand dollar and pound leading losses in the Group of 10.\n“The selloff is influenced by year-end volatility and new fears on growth due to the omicron variant,” said Antonio Amendola, a portfolio manager at AcomeA Sgr. “That said, we need to remain selective on stories with greater solidity and ability to preserve margins in inflationary contexts. At the relative level, small and mid caps are better than large caps.”\n‘Very Jittery’\nMorgan Stanley strategists led by Michael Wilson recommended that U.S. stock investors stay defensive, and while omicron adds to economic concerns, they’re more focused on risks of supply picking up while consumption fades.\n“The market is very jittery and obviously the news flow on omicron is not good,” said Charles Diebel, a money manager at Mediolanum. “But I’m not sure the impact will last too long. I think the combination of infections and boosters means this abates relatively quickly, i.e. by February, so I wouldn’t be buying bonds on the back of it.”\nGoldman Sachs Group Inc. cut its forecast for U.S. economic growth in the wake of Manchin’s move against the Biden administration’s roughly $2 trillion tax-and-spend program. Goldman slashed its real gross domestic product projection for the first quarter to 2% from 3% previously.\nThe backdrop of monetary-stimulus tapering in major economies is also adding to trouble for developing-nation assets.\nThe removal of accommodative monetary policy by many major central banks “will hit emerging markets hard”, along with other risk assets that are dependent on plentiful liquidity, according to Win Thin, global head of currency strategy at Brown Brothers Harriman & Co. “EM is likely to remain under pressure as we move into 2022.”\nEmerging Markets\nEvery developing-market currency except the yuan has weakened against the greenback over the past six months. The Turkish lira, which has been under pressure after President Recep Erdogan flagged an economic model that relies on lower borrowing costs, slid to an all-time low on Monday.\nIn stocks, the MSCI Emerging Markets Index has slid more than 7% this year and was down 1.9% today.\nOn Friday, the S&P 500 gauge extended its weekly slide in a session of heavy trading volume. With the holidays fast approaching, it could have been the last day of 2021 with enough liquidity for investors to trade in and out of large positions.\n“Unless we see this flow turn around then it feels like we could be at the mercy of position squaring, rather than chasing, and longs taking some off the table ahead of the calendar year-end,” Chris Weston, head of research with Pepperstone Financial Pty Ltd., wrote in a note to clients.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699714335,"gmtCreate":1639894654830,"gmtModify":1639894655036,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699714335","repostId":"1122414343","repostType":4,"repost":{"id":"1122414343","kind":"news","pubTimestamp":1639884070,"share":"https://www.laohu8.com/m/news/1122414343?lang=zh_CN&edition=full","pubTime":"2021-12-19 11:21","market":"us","language":"en","title":"Novavax, Vir among healthcare gainers, Pfizer posts best rally in a decade<blockquote>Novavax、Vir跻身医疗保健股涨幅之列，辉瑞(Pfizer)创下十年来最佳涨幅</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122414343","media":"Seeking Alpha","summary":"The healthcare stocks in the S&P 500 outperformed all other sectors in the broader index with a ~2.5","content":"<p>The healthcare stocks in the S&amp;P 500 outperformed all other sectors in the broader index with a ~2.5% gain thanks mainly to M&amp;A prospects. <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> technology, along with names battling the resurgence of COVID-19, led the gainers while the overall index fell ~1.9%.</p><p><blockquote>标普500的医疗保健股表现优于大盘指数中的所有其他板块，涨幅约为2.5%，主要得益于并购前景。<a href=\"https://laohu8.com/S/HCSG\">医疗保健</a>科技股以及与COVID-19死灰复燃作斗争的股票领涨，而整体指数下跌约1.9%。</blockquote></p><p> Among stocks with more than $2B market capitalization and 100K average daily volume over the past week, <a href=\"https://laohu8.com/S/ARNA\">Arena Pharmaceuticals </a> dominated with a ~83.8% rise after <a href=\"https://laohu8.com/S/PFE\">Pfizer </a> agreed to acquire it in a ~$6.7B deal with 100% premium for the biotech. <a href=\"https://laohu8.com/S/CERN\">Cerner </a> also joined the M&amp;A-driven rally to gain ~20.7% over the week amid reports of a potential ~$30B bid from <a href=\"https://laohu8.com/S/ORCL\">Oracle </a> for the electronic-medical-records company.</p><p><blockquote>在过去一周市值超过20亿美元、日均成交量超过10万的股票中，<a href=\"https://laohu8.com/S/ARNA\">Arena制药公司</a>之后上涨约83.8%<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>同意以约6.7 B美元的价格收购该生物技术公司，溢价100%。<a href=\"https://laohu8.com/S/CERN\">塞尔纳</a>也加入了并购推动的涨势，本周上涨约20.7%，有报道称来自<a href=\"https://laohu8.com/S/ORCL\">神谕</a>电子病历公司。</blockquote></p><p> Vaccine developer, <a href=\"https://laohu8.com/S/NVAX\">Novavax </a> jumped ~30.5% as investors welcomed the WHO clearance for the company’s COVID-19 shot. Further gains for the Maryland-based biotech are likely when an expert panel of the European regulators is set to review the marketing authorization for the vaccine next week.</p><p><blockquote>疫苗开发商、<a href=\"https://laohu8.com/S/NVAX\">Novavax</a>由于投资者欢迎世界卫生组织批准该公司的COVID-19疫苗，股价上涨约30.5%。当欧洲监管机构的专家小组将于下周审查该疫苗的营销授权时，这家总部位于马里兰州的生物技术公司可能会进一步受益。</blockquote></p><p> <a href=\"https://laohu8.com/S/BHVN\">Biohaven Pharmaceutical </a> posted a ~25.2% weekly rise after the company announced the approval for NURTEC ODT (rimegepant) in Israel, making it the first regulatory win for the migraine drug outside the U.S. Meanwhile, Vir Biotechnology (NASDAQ:VIR) surged ~23.7% to stand among best gainers for the second week this month. More data emerged this week confirming the Omicron-neutralizing effect of the company’s COVID-19 therapy developed in partnership with GlaxoSmithKline (NYSE:GSK). Rounding out the top five gainers, <a href=\"https://laohu8.com/S/ROIV\">Roivant Sciences </a> added ~22.6%.</p><p><blockquote><a href=\"https://laohu8.com/S/BHVN\">Biohaven制药</a>在该公司宣布NURTEC ODT(rimegepant)在以色列获得批准后，该公司每周上涨约25.2%，使其成为该偏头痛药物在美国以外的首个监管胜利。与此同时，Vir Biotechnology（纳斯达克股票代码：VIR）飙升约23.7%，成为本月第二周涨幅最大的股票之一。本周出现的更多数据证实了该公司与葛兰素史克（纽约证券交易所股票代码：GSK）合作开发的COVID-19疗法具有奥密克戎中和作用。跻身涨幅前五名的还有，<a href=\"https://laohu8.com/S/ROIV\">Roivant科学</a>增加了约22.6%。</blockquote></p><p> Notable gainer: <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> (PFE) made headlines throughout the week, raising its sales guidance for the COVID-19 vaccine once again as the rapidly spreading Omicron variant highlighted the need for booster shots. Despite an abrupt end to its six-day rally on Friday, the <a href=\"https://laohu8.com/S/NWY\">New York</a>-based pharma giant with a ~12.7% rise recorded its best weekly gain since March 2009.</p><p><blockquote>值得注意的赢家：<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE)本周成为头条新闻，再次提高了COVID-19疫苗的销售指引，因为迅速传播的奥密克戎变种凸显了加强注射的必要性。尽管周五突然结束了连续六天的涨势，<a href=\"https://laohu8.com/S/NWY\">纽约</a>总部位于美国的制药巨头股价上涨约12.7%，创下2009年3月以来的最佳单周涨幅。</blockquote></p><p> Among worst performers of the week, two newly IPO’ed biotechs, Instil Bio (NASDAQ:TIL) and Exscientia (NASDAQ:EXAI), stood out, falling 19.3% and ~13.5%, respectively, despite their favorable ratings on Wall Street. Meanwhile, GoodRx Holdings (NASDAQ:GDRX), an operator of a price comparison platform for prescription medicine slumped ~15.6%.</p><p><blockquote>在本周表现最差的公司中，两家新IPO的生物技术公司Instil Bio（纳斯达克股票代码：TIL）和Exscientia（纳斯达克股票代码：EXAI）脱颖而出，尽管它们在华尔街获得了良好的评级，但分别下跌了19.3%和约13.5%。与此同时，处方药比价平台运营商GoodRx Holdings（纳斯达克股票代码：GDRX）股价下跌约15.6%。</blockquote></p><p> Last week’s best performer, <a href=\"https://laohu8.com/S/BHG\">Bright Health Group</a>, crashed ~13.1%, hurt by the sole Sell rating issued by <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> even as the investment bank kicked off its coverage on managed care with largely positive views.</p><p><blockquote>上周表现最好的，<a href=\"https://laohu8.com/S/BHG\">光明健康集团</a>，暴跌约13.1%，受到唯一卖出评级的伤害<a href=\"https://laohu8.com/S/GS\">高盛</a>尽管这家投资银行以基本积极的观点开始了对管理式医疗的报道。</blockquote></p><p> Allogene Therapeutics (NASDAQ:ALLO) dropped ~12.3% after the company’s ASH presentations on Phase 1 data for experimental allogeneic <a href=\"https://laohu8.com/S/00699\">CAR</a> T therapies failed to excite investors, including Cathie Wood’s Ark Investment Management, which sold ~1.6M shares of the biotech several days later.</p><p><blockquote>Allogene Therapeutics（纳斯达克股票代码：ALLO）在ASH介绍实验性同种异体药物1期数据后股价下跌约12.3%<a href=\"https://laohu8.com/S/00699\">车</a>T疗法未能让投资者兴奋，其中包括Cathie Wood的Ark Investment Management，该公司几天后出售了约160万股该生物技术公司的股票。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Novavax, Vir among healthcare gainers, Pfizer posts best rally in a decade<blockquote>Novavax、Vir跻身医疗保健股涨幅之列，辉瑞(Pfizer)创下十年来最佳涨幅</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNovavax, Vir among healthcare gainers, Pfizer posts best rally in a decade<blockquote>Novavax、Vir跻身医疗保健股涨幅之列，辉瑞(Pfizer)创下十年来最佳涨幅</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-19 11:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The healthcare stocks in the S&amp;P 500 outperformed all other sectors in the broader index with a ~2.5% gain thanks mainly to M&amp;A prospects. <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> technology, along with names battling the resurgence of COVID-19, led the gainers while the overall index fell ~1.9%.</p><p><blockquote>标普500的医疗保健股表现优于大盘指数中的所有其他板块，涨幅约为2.5%，主要得益于并购前景。<a href=\"https://laohu8.com/S/HCSG\">医疗保健</a>科技股以及与COVID-19死灰复燃作斗争的股票领涨，而整体指数下跌约1.9%。</blockquote></p><p> Among stocks with more than $2B market capitalization and 100K average daily volume over the past week, <a href=\"https://laohu8.com/S/ARNA\">Arena Pharmaceuticals </a> dominated with a ~83.8% rise after <a href=\"https://laohu8.com/S/PFE\">Pfizer </a> agreed to acquire it in a ~$6.7B deal with 100% premium for the biotech. <a href=\"https://laohu8.com/S/CERN\">Cerner </a> also joined the M&amp;A-driven rally to gain ~20.7% over the week amid reports of a potential ~$30B bid from <a href=\"https://laohu8.com/S/ORCL\">Oracle </a> for the electronic-medical-records company.</p><p><blockquote>在过去一周市值超过20亿美元、日均成交量超过10万的股票中，<a href=\"https://laohu8.com/S/ARNA\">Arena制药公司</a>之后上涨约83.8%<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>同意以约6.7 B美元的价格收购该生物技术公司，溢价100%。<a href=\"https://laohu8.com/S/CERN\">塞尔纳</a>也加入了并购推动的涨势，本周上涨约20.7%，有报道称来自<a href=\"https://laohu8.com/S/ORCL\">神谕</a>电子病历公司。</blockquote></p><p> Vaccine developer, <a href=\"https://laohu8.com/S/NVAX\">Novavax </a> jumped ~30.5% as investors welcomed the WHO clearance for the company’s COVID-19 shot. Further gains for the Maryland-based biotech are likely when an expert panel of the European regulators is set to review the marketing authorization for the vaccine next week.</p><p><blockquote>疫苗开发商、<a href=\"https://laohu8.com/S/NVAX\">Novavax</a>由于投资者欢迎世界卫生组织批准该公司的COVID-19疫苗，股价上涨约30.5%。当欧洲监管机构的专家小组将于下周审查该疫苗的营销授权时，这家总部位于马里兰州的生物技术公司可能会进一步受益。</blockquote></p><p> <a href=\"https://laohu8.com/S/BHVN\">Biohaven Pharmaceutical </a> posted a ~25.2% weekly rise after the company announced the approval for NURTEC ODT (rimegepant) in Israel, making it the first regulatory win for the migraine drug outside the U.S. Meanwhile, Vir Biotechnology (NASDAQ:VIR) surged ~23.7% to stand among best gainers for the second week this month. More data emerged this week confirming the Omicron-neutralizing effect of the company’s COVID-19 therapy developed in partnership with GlaxoSmithKline (NYSE:GSK). Rounding out the top five gainers, <a href=\"https://laohu8.com/S/ROIV\">Roivant Sciences </a> added ~22.6%.</p><p><blockquote><a href=\"https://laohu8.com/S/BHVN\">Biohaven制药</a>在该公司宣布NURTEC ODT(rimegepant)在以色列获得批准后，该公司每周上涨约25.2%，使其成为该偏头痛药物在美国以外的首个监管胜利。与此同时，Vir Biotechnology（纳斯达克股票代码：VIR）飙升约23.7%，成为本月第二周涨幅最大的股票之一。本周出现的更多数据证实了该公司与葛兰素史克（纽约证券交易所股票代码：GSK）合作开发的COVID-19疗法具有奥密克戎中和作用。跻身涨幅前五名的还有，<a href=\"https://laohu8.com/S/ROIV\">Roivant科学</a>增加了约22.6%。</blockquote></p><p> Notable gainer: <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> (PFE) made headlines throughout the week, raising its sales guidance for the COVID-19 vaccine once again as the rapidly spreading Omicron variant highlighted the need for booster shots. Despite an abrupt end to its six-day rally on Friday, the <a href=\"https://laohu8.com/S/NWY\">New York</a>-based pharma giant with a ~12.7% rise recorded its best weekly gain since March 2009.</p><p><blockquote>值得注意的赢家：<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE)本周成为头条新闻，再次提高了COVID-19疫苗的销售指引，因为迅速传播的奥密克戎变种凸显了加强注射的必要性。尽管周五突然结束了连续六天的涨势，<a href=\"https://laohu8.com/S/NWY\">纽约</a>总部位于美国的制药巨头股价上涨约12.7%，创下2009年3月以来的最佳单周涨幅。</blockquote></p><p> Among worst performers of the week, two newly IPO’ed biotechs, Instil Bio (NASDAQ:TIL) and Exscientia (NASDAQ:EXAI), stood out, falling 19.3% and ~13.5%, respectively, despite their favorable ratings on Wall Street. Meanwhile, GoodRx Holdings (NASDAQ:GDRX), an operator of a price comparison platform for prescription medicine slumped ~15.6%.</p><p><blockquote>在本周表现最差的公司中，两家新IPO的生物技术公司Instil Bio（纳斯达克股票代码：TIL）和Exscientia（纳斯达克股票代码：EXAI）脱颖而出，尽管它们在华尔街获得了良好的评级，但分别下跌了19.3%和约13.5%。与此同时，处方药比价平台运营商GoodRx Holdings（纳斯达克股票代码：GDRX）股价下跌约15.6%。</blockquote></p><p> Last week’s best performer, <a href=\"https://laohu8.com/S/BHG\">Bright Health Group</a>, crashed ~13.1%, hurt by the sole Sell rating issued by <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> even as the investment bank kicked off its coverage on managed care with largely positive views.</p><p><blockquote>上周表现最好的，<a href=\"https://laohu8.com/S/BHG\">光明健康集团</a>，暴跌约13.1%，受到唯一卖出评级的伤害<a href=\"https://laohu8.com/S/GS\">高盛</a>尽管这家投资银行以基本积极的观点开始了对管理式医疗的报道。</blockquote></p><p> Allogene Therapeutics (NASDAQ:ALLO) dropped ~12.3% after the company’s ASH presentations on Phase 1 data for experimental allogeneic <a href=\"https://laohu8.com/S/00699\">CAR</a> T therapies failed to excite investors, including Cathie Wood’s Ark Investment Management, which sold ~1.6M shares of the biotech several days later.</p><p><blockquote>Allogene Therapeutics（纳斯达克股票代码：ALLO）在ASH介绍实验性同种异体药物1期数据后股价下跌约12.3%<a href=\"https://laohu8.com/S/00699\">车</a>T疗法未能让投资者兴奋，其中包括Cathie Wood的Ark Investment Management，该公司几天后出售了约160万股该生物技术公司的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781487-novavax-vir-among-healthcare-gainers-pfizer-posts-best-rally-in-a-decade\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","BK4533":"AQR资本管理(全球第二大对冲基金)","CERN":"美国塞纳","BK4007":"制药","ARNA":"阿里那","BK4568":"美国抗疫概念","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","ORCL":"甲骨文"},"source_url":"https://seekingalpha.com/news/3781487-novavax-vir-among-healthcare-gainers-pfizer-posts-best-rally-in-a-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122414343","content_text":"The healthcare stocks in the S&P 500 outperformed all other sectors in the broader index with a ~2.5% gain thanks mainly to M&A prospects. Healthcare technology, along with names battling the resurgence of COVID-19, led the gainers while the overall index fell ~1.9%.\nAmong stocks with more than $2B market capitalization and 100K average daily volume over the past week, Arena Pharmaceuticals  dominated with a ~83.8% rise after Pfizer  agreed to acquire it in a ~$6.7B deal with 100% premium for the biotech. Cerner  also joined the M&A-driven rally to gain ~20.7% over the week amid reports of a potential ~$30B bid from Oracle  for the electronic-medical-records company.\nVaccine developer, Novavax  jumped ~30.5% as investors welcomed the WHO clearance for the company’s COVID-19 shot. Further gains for the Maryland-based biotech are likely when an expert panel of the European regulators is set to review the marketing authorization for the vaccine next week.\nBiohaven Pharmaceutical  posted a ~25.2% weekly rise after the company announced the approval for NURTEC ODT (rimegepant) in Israel, making it the first regulatory win for the migraine drug outside the U.S. Meanwhile, Vir Biotechnology (NASDAQ:VIR) surged ~23.7% to stand among best gainers for the second week this month. More data emerged this week confirming the Omicron-neutralizing effect of the company’s COVID-19 therapy developed in partnership with GlaxoSmithKline (NYSE:GSK). Rounding out the top five gainers, Roivant Sciences  added ~22.6%.\nNotable gainer: Pfizer (PFE) made headlines throughout the week, raising its sales guidance for the COVID-19 vaccine once again as the rapidly spreading Omicron variant highlighted the need for booster shots. Despite an abrupt end to its six-day rally on Friday, the New York-based pharma giant with a ~12.7% rise recorded its best weekly gain since March 2009.\nAmong worst performers of the week, two newly IPO’ed biotechs, Instil Bio (NASDAQ:TIL) and Exscientia (NASDAQ:EXAI), stood out, falling 19.3% and ~13.5%, respectively, despite their favorable ratings on Wall Street. Meanwhile, GoodRx Holdings (NASDAQ:GDRX), an operator of a price comparison platform for prescription medicine slumped ~15.6%.\nLast week’s best performer, Bright Health Group, crashed ~13.1%, hurt by the sole Sell rating issued by Goldman Sachs even as the investment bank kicked off its coverage on managed care with largely positive views.\nAllogene Therapeutics (NASDAQ:ALLO) dropped ~12.3% after the company’s ASH presentations on Phase 1 data for experimental allogeneic CAR T therapies failed to excite investors, including Cathie Wood’s Ark Investment Management, which sold ~1.6M shares of the biotech several days later.","news_type":1,"symbols_score_info":{"ORCL":0.9,"PFE":0.9,"CERN":0.9,"ARNA":0.9}},"isVote":1,"tweetType":1,"viewCount":3679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699003766,"gmtCreate":1639716363659,"gmtModify":1639716363835,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699003766","repostId":"2191917112","repostType":4,"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607108352,"gmtCreate":1639494455368,"gmtModify":1639494455517,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Sell?","listText":"Sell?","text":"Sell?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607108352","repostId":"1141132761","repostType":4,"repost":{"id":"1141132761","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":1639493439,"share":"https://www.laohu8.com/m/news/1141132761?lang=zh_CN&edition=full","pubTime":"2021-12-14 22:50","market":"us","language":"en","title":"EV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%<blockquote>电动汽车股早盘暴跌，法拉第未来跌近10%，蔚来跌超7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141132761","media":"Tiger Newspress","summary":"EV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%.Farad","content":"<p>EV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%.<img src=\"https://static.tigerbbs.com/83ce2e5a23651b33aa59965e70fc31ff\" tg-width=\"536\" tg-height=\"483\" referrerpolicy=\"no-referrer\">Faraday Future&nbsp;reached three of its seven production milestones, including installing pilot equipment in the FF pre-production build area and completing work to secure a Certificate of Occupancy, clearing the path for FF pre-production builds at the&nbsp;Hanford&nbsp;plant.</p><p><blockquote>电动汽车股早盘暴跌，法拉第未来跌近10%，蔚来跌超7%。法拉第未来达到了七个生产里程碑中的三个，包括在FF预生产构建区域安装试点设备并完成获得入住证书的工作，为汉福德工厂的FF预生产构建扫清了道路。</blockquote></p><p> FF production of the FF 91 vehicles stays on-schedule ahead of targeted July 2022 start of production.</p><p><blockquote>在2022年7月开始生产的目标之前，FF FF 91车辆的生产仍按计划进行。</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>EV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%<blockquote>电动汽车股早盘暴跌，法拉第未来跌近10%，蔚来跌超7%</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{ 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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\">\nEV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%<blockquote>电动汽车股早盘暴跌，法拉第未来跌近10%，蔚来跌超7%</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\">2021-12-14 22:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%.<img src=\"https://static.tigerbbs.com/83ce2e5a23651b33aa59965e70fc31ff\" tg-width=\"536\" tg-height=\"483\" referrerpolicy=\"no-referrer\">Faraday Future&nbsp;reached three of its seven production milestones, including installing pilot equipment in the FF pre-production build area and completing work to secure a Certificate of Occupancy, clearing the path for FF pre-production builds at the&nbsp;Hanford&nbsp;plant.</p><p><blockquote>电动汽车股早盘暴跌，法拉第未来跌近10%，蔚来跌超7%。法拉第未来达到了七个生产里程碑中的三个，包括在FF预生产构建区域安装试点设备并完成获得入住证书的工作，为汉福德工厂的FF预生产构建扫清了道路。</blockquote></p><p> FF production of the FF 91 vehicles stays on-schedule ahead of targeted July 2022 start of production.</p><p><blockquote>在2022年7月开始生产的目标之前，FF FF 91车辆的生产仍按计划进行。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141132761","content_text":"EV stocks tumbled in morning trading, with Faraday Future down nearly 10% and NIO down over 7%.Faraday Future reached three of its seven production milestones, including installing pilot equipment in the FF pre-production build area and completing work to secure a Certificate of Occupancy, clearing the path for FF pre-production builds at the Hanford plant.\nFF production of the FF 91 vehicles stays on-schedule ahead of targeted July 2022 start of production.","news_type":1,"symbols_score_info":{"NIO":0.9,"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604837745,"gmtCreate":1639368074785,"gmtModify":1639368074942,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604837745","repostId":"1163753909","repostType":4,"repost":{"id":"1163753909","kind":"news","pubTimestamp":1639365199,"share":"https://www.laohu8.com/m/news/1163753909?lang=zh_CN&edition=full","pubTime":"2021-12-13 11:13","market":"us","language":"en","title":"Palantir Has Now Entered A New Dimension<blockquote>Palantir现已进入新维度</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163753909","media":"Seeking Alpha","summary":"Summary\n\nPalantir recently launched Foundry for Crypto to empower the future of finance.\nPalantir no","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir recently launched Foundry for Crypto to empower the future of finance.</li>  <li>Palantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.</li>  <li>Palantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.</li>  <li>In today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19fbe474b2b948c1dd476507722b776\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Olemedia/E+ via Getty Images</span></p><p><blockquote><ul><li>Palantir最近推出了Foundry for Crypto，为金融的未来赋能。</li><li>Palantir现在有机会利用其平台的结缔组织来跟踪去中心化金融应用程序中的资金流。</li><li>Palantir自2013年以来一直与IRS合作，在Foundry发布之前，Gotham是为大型金融机构部署的。</li><li>在今天的文章中，我将重点介绍Palantir可以追溯到PayPal的根源以及Palantir在金融科技领域的机遇。</li></ul><p class=\"t-img-caption\"><span>Olemedia/E+来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> When it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.</p><p><blockquote>谈到Palantir(PLTR)，大多数投资者都对其政府业务以及其在商业领域为建筑商铸造的机会感到兴奋。如今，Palantir约60%的业务来自政府，而另一部分来自商业部门。Palantir的平台以其人工智能(AI)和深度数据洞察而闻名，可为客户提供关键信息，帮助他们实现利润最大化。Palantir的解决方案围绕“任务驱动工程”构建，以集成来自孤立和非结构化数据集的信息。在本文中，我们将探讨Palantir的根源，这些根源可以追溯到支付行业和PayPal。</blockquote></p><p> PayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.</p><p><blockquote>PayPal和Palantir联合创始人Peter Thiel于2004年联系了Palantir联合创始人Stephen Cohen，并告诉他他对Palantir的想法，以下是他的设想。</blockquote></p><p>   Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government.    And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013  Five years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.</p><p><blockquote>让我们从PayPal反欺诈平台中获取一些想法，并尝试将它们概括为解决该国的反恐问题。我们将从直接卖给美国政府开始。同时，让我们来解决现有的通用企业信息管理平台。让我们帮助大企业使用硅谷的方法来理解他们的数据。”—Stephen Cohen，2013五年前，Palantir四分之一的业务来自金融领域—虽然Palantir与金融科技的联系表面上可能并不清楚，但该公司有很大的机会为金融科技应用程序部署其人工智能，特别是Foundry，无论是当前的银行还是区块链分析平台Elementus等金融科技公司。Palantir目前为美国国税局和当前的银行基础设施以及未来的创新支付技术（如加密货币和智能合约）提供服务。</blockquote></p><p> <b>Deep Roots In Payments</b></p><p><blockquote><b>深厚的支付根基</b></blockquote></p><p> Much of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.</p><p><blockquote>Palantir的大部分“DNA”和文化都是从PayPal复制的。Palantir的核心技术也受到了PayPal的启发，特别是PayPal的反欺诈平台。Peter Thiel与Max Levchin共同创立了PayPal，后来与Palantir首任首席技术官Nathan Gettings共同创立了Palantir，后者是PayPal的一名工程师，在那里他与Levchin密切合作打击支付欺诈。这个PayPal反欺诈框架将继续为Palantir的第一个反恐举措提供基本构建模块。</blockquote></p><p> Palantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.</p><p><blockquote>Palantir在政府内部部署类似于为大型金融机构部署的技术。金融机构必须克服的挑战与政府面临的挑战相似，因为有许多数据源和许多系统向金融服务部门和政府部门提供输入。Palantir使用深度数据分析来识别这些信息中的模式和趋势，以帮助客户管理风险并执行计划，从而更好地应对不断变化的复杂环境。</blockquote></p><p> In 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a&nbsp;hundred&nbsp;systems across their operations.</p><p><blockquote>据其S1报道，2016年，Palantir约25%的业务来自金融领域，因为Palantir部署了Gotham平台来调查大型机构的欺诈行为。Palantir与许多银行合作，取代了已有30多年历史的遗留技术。例如，瑞士信贷自2013年以来一直使用Palantir，利用其运营中一百多个系统的数据来分析风险和检测欺诈行为。</blockquote></p><p> Palantir seeks to become the central operating system for&nbsp;entire industries&nbsp;rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF)&nbsp;to launch&nbsp;SkyWise&nbsp;in 2017 and now works with over 100 airlines.</p><p><blockquote>Palantir寻求成为整个行业的中央操作系统，而不仅仅是单一客户，Palantir看到了在金融服务行业建立类似于美国政府和航空业的全行业合作伙伴关系的机会。Palantir不断赢得政府合同，而Palantir于2017年与空中客车公司(OTCPK：EADSF)合作推出SkyWise，目前与100多家航空公司合作。</blockquote></p><p> Significant Opportunity At Hand</p><p><blockquote>手头的重大机遇</blockquote></p><p></p><p> On November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.</p><p><blockquote>11月23日，Palantir推出了Foundry for Crypto，它将利用Foundry定义的数据集成来自动构建数据管道，并将无组织的数据转换为透明的中枢。</blockquote></p><p> Foundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.</p><p><blockquote>Foundry for Crypto将使Web3初创公司能够利用金融机构用来打击犯罪的技术。随着当前数字化转型的进行以及加密货币和区块链技术的兴起，Palantir利用其数据专业知识为下一代财务软件提供支持。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a3fb5ad32eff1f464c225cc4b1f1c\" tg-width=\"1280\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Source: Offerings | Crypto</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：产品|Crypto</span></p></blockquote></p><p> As indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.</p><p><blockquote>如上所述，Palantir是链不可知的，这意味着Palantir可以与多个区块链一起工作。Palantir集成了交易数据和智能合约数据，这将使Palantir能够利用其人工智能和数据分析的核心能力来提供KYC（了解您的客户）见解。例如，如果有人要使用非托管钱包中的加密货币进行交易，那么从该钱包中破译KYC信息通常是一个挑战，因为区块链本身是加密和去中心化的。Palantir跟踪非托管钱包中的资产，并跟踪资产的转移地点。这使得Palantir能够找到资产最初转移的交易所，然后Palantir可以跟踪购买资产的加密货币交易所的客户数据，例如Coinbase。</blockquote></p><p> The example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.</p><p><blockquote>上面的例子强调了Palantir如何深入挖掘并从区块链中抓取数据来了解特定个人。这对于验证安全交易大有帮助，因为Palantir会根据交易的位置和特定属性识别区块链上的恶意交易。希望接受加密货币的公司需要安全的解决方案，同时他们也希望收集客户周围的见解来推动他们的业务。BNPL公司，例如由Max Levchin和Nathan Gettings创立的Affirm，使用高级风险建模（也称为人工智能）为消费者提供更公平的信用评估，因为BNPL公司可以访问来自商家和消费者的重要数据。Palantir可以利用其人工智能和数据洞察来帮助客户更好地了解他们的客户，从而提供有针对性的营销活动或帮助他们发现减少开支的机会。</blockquote></p><p> Foundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.</p><p><blockquote>Foundry for Crypto仍处于早期采用阶段，因为它是最近推出的，随着支付技术的不断发展，Palantir有多种机会在各个行业实施该平台，并将重塑当前的支付格局。</blockquote></p><p> Smart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.</p><p><blockquote>智能合约是Palantir的另一个重要机会。智能合约是一组在数据流上验证和执行的协议，这意味着一旦合同履行，数据将表明合同得到满足，并确保责任方转移约定的资金。Palantir有很好的机会在促进智能合同中的数据方面发挥作用，同时消除与第三方网络和银行合作的成本。</blockquote></p><p> One of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.</p><p><blockquote>Palantir的SPAC投资之一BlackSky部署Foundry并处理实时卫星图像以监控地球上发生的事件。例如，BlackSky可以检测货物是否已交付，因为BlackSky的卫星全天多次拍摄图像。BlackSky监控只能通过图像处理的数据和信息，并且是监控这些操作并将这些操作生成数据点的保管人，以便他们可以通知智能合约合同是否得到满足。这是Palantir的客户如何利用Foundry来处理与数字资产和新数字协议相关的信息的一个很好的例子。</blockquote></p><p> <b>The Government's Implemented Palantir's \"FinTech\" Solution Since 2013</b></p><p><blockquote><b>政府自2013年起实施Palantir的“金融科技”解决方案</b></blockquote></p><p> The IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.</p><p><blockquote>IRS于2013年开始与Palantir合作，Palantir继续建立并扩大与IRS的合作伙伴关系，在过去12个月中已获得IRS近2000万美元的资助。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748221a3ed9fc319e2be6ebf40a8e95\" tg-width=\"956\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>Source: USAspending.gov</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：USAspending.gov</span></p></blockquote></p><p> In May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the&nbsp;following&nbsp;in regards to cryptocurrencies.</p><p><blockquote>今年5月，美国国税局发起了“隐藏宝石行动”，这是一项针对不报告加密货币收益的纳税人的举措。美国国税局（IRS）的国家欺诈顾问卡罗琳·申克（Carolyn Schenck）最近就加密货币发表了以下言论。</blockquote></p><p></p><p>   These transactions are not anonymous, we see you.\"  Another issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized&nbsp;$3.5 billion&nbsp;so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a&nbsp;down payment&nbsp;on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.</p><p><blockquote>这些交易不是匿名的，我们看到你了。”Palantir的AML旨在检测另一个围绕加密货币欺诈的问题，该问题与PayPal的反欺诈平台类似。美国国税局最近在其年度报告中透露，今年迄今为止，它从加密货币相关欺诈中查获了35亿美元。Palantir为IRS提供了破译犯罪金融计划并实时分析各种数据源的解决方案。过去，Palantir允许国税局跟踪资金流动或资产流动。例如，如果有人将资产转移到开曼群岛的一家银行，然后在美国提取现金并将其用于购买额外房产等的首付，Palantir的深度数据分析将连接这些孤立的信息，并将其呈现给国税局，以便他们可以相应地处理具体情况。</blockquote></p><p> Based on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.</p><p><blockquote>根据Palantir最近推出的Foundry for Crypto，Palantir可能已经在利用其平台为美国政府提供真正的价值。随着越来越多的信息转移到网上，跟踪复杂的数字资产变得更加复杂，Palantir的技术在人工智能方面仍然领先趋势一步。Palantir不断为政府创建开箱即用的解决方案，然后过滤商业用例。</blockquote></p><p> Now, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.</p><p><blockquote>现在，让我们使用洛杉矶估值史蒂文斯模型来提供更新的公允价值，然后讨论与Palantir进入加密货币领域相关的风险。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Palantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.</p><p><blockquote>Palantir继续获得新的商业客户，并通过强劲的季度业绩展示其平台的价值。第三季度，Palantir的商业客户数量环比增长46%，达到200多家。以下是Palantir的一些值得注意的财务指标。</blockquote></p><p> <ul>  <li>$1.43B in TTM revenue</p><p><blockquote><ul><li>TTM收入$1.43 B</li></ul></blockquote></p><p></li>  <li>77% gross profit margins</p><p><blockquote><li>77%毛利率</li></blockquote></p><p></li>  <li>$120 billion TAM</p><p><blockquote><li>1200亿美元TAM</li></blockquote></p><p></li> </ul> <b>Palantir's Fair Value And Expected Return</b></p><p><blockquote><b>Palantir的公允价值和预期回报</b></blockquote></p><p> To determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Palantir的公允价值，我们将采用我们专有的估值模型。它的含义如下：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流按我们（股东）的资本成本贴现。</li></ul></blockquote></p><p></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p><p><blockquote><li>在步骤2中，模型考虑了已发行股票变化（回购/稀释）的影响。</li></blockquote></p><p></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p><p><blockquote><li>在第三步中，我们将十年结束时未来增长前景的估值正常化。然后，我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度，我们就投资。如果没有，我们等待一个更好的切入点。</li></blockquote></p><p></li> </ul> Assumptions:</p><p><blockquote>假设：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5f1499608f487046f492724343ce6250\" tg-width=\"934\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Results:</p><p><blockquote>结果：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad4b65a88b3612deb98a837e64a5193\" tg-width=\"738\" tg-height=\"912\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Based on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.</p><p><blockquote>根据保守估计，考虑到未来的稀释，Palantir目前的价值约为31美元，因此Palantir被严重低估。</blockquote></p><p> In order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.</p><p><blockquote>为了让我们确定Palantir今天是否值得投资，我们将以今天的价格预测Palantir未来10年的预期回报。为了计算未来十年的总预期回报，我们以保守的增长率增长上述每股自由现金流，然后在第十年为其分配保守的价格与自由现金流倍数（35倍）。因此，我们创建了一个保守的内在价值预测（2031年价格目标），通过该预测我们确定了10年的预期CAGR回报。如果这些回报率超过我们15%的门槛率，我们就买入，否则我们等待更好的买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc7e1db2ce3e749cd8088652a7029424\" tg-width=\"736\" tg-height=\"534\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Palantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.</p><p><blockquote>Palantir预计在未来10年内产生约20%的年化回报率，因此，现在是增加头寸或开始建仓的理想时机。Palantir预计将大幅超过我们15%的门槛利率，因此我将Palantir评级为20美元左右的强力买入。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> <ul>  <li><i>There are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.</i></p><p><blockquote><ul><li><i>鉴于加密货币是一项相对较新的技术，并且未来监管存在不确定性，因此存在不可预见的风险。</i></li></ul></blockquote></p><p></p><p></li> </ul> Palantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN)&nbsp;as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2&nbsp;billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.</p><p><blockquote>Palantir面临着来自Amazon（纳斯达克股票代码：AMZN）等大型现有科技公司以及Chainalysis等初创公司的竞争。Palantir需要提供在利用未来技术创新的数字环境中产生alpha的解决方案。Chainalysis是一家金融科技初创公司，在多个区块链上提供KYC和反洗钱自动交易监控，类似于Foundry for Crypto。Chainalysis今年夏天以42亿美元的估值筹集了1亿美元，业务遍及60多个国家。另一方面是亚马逊等大型科技巨头，该公司于2018年开始提供亚马逊托管区块链服务，这使得利用以太币等区块链变得容易。</blockquote></p><p> The intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73&nbsp;billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.</p><p><blockquote>数字支付的交叉类似于一个巨大的机会，因为银行和信用卡网络已经大规模发展了令人难以置信的大型网络。这使得金融科技领域的创新时机已经成熟，而且竞争将越来越激烈，因为自2016年以来，排名前250位的金融科技独角兽已经筹集了超过730亿美元。Palantir将依靠开发下一波支付领域的人工智能解决方案，为政府部署这些解决方案来创建核心技术，然后为商业部门过滤解决方案。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.</p><p><blockquote>Palantir处于正在进行的数字化转型的最前沿，因为其平台是现代组织从许多信息源中生成见解的结缔组织。在支付和金融科技方面，Palantir有着深厚的渊源，可以追溯到PayPal的早期，因为Palantir自2010年代初以来一直瞄准大型金融机构。Palantir继续扩展其平台，将其深入的数据洞察应用于智能合约等去中心化金融应用程序中的信息。Palantir处于有利地位，可以利用其平台连接这些区块链应用程序的数据，并利用其人工智能专业知识，使其客户能够提供创新的金融科技解决方案。</blockquote></p><p> I've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.</p><p><blockquote>过去一年我一直看好Palantir，交易价格低于20美元，鉴于Palantir是一家世代公司，并且与PayPal的早期有着密切的联系，Palantir对长期投资者来说是一个有吸引力的价格。我对Palantir的强烈买入评级为20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>Palantir Has Now Entered A New Dimension<blockquote>Palantir现已进入新维度</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Has Now Entered A New Dimension<blockquote>Palantir现已进入新维度</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-13 11:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir recently launched Foundry for Crypto to empower the future of finance.</li>  <li>Palantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.</li>  <li>Palantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.</li>  <li>In today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19fbe474b2b948c1dd476507722b776\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Olemedia/E+ via Getty Images</span></p><p><blockquote><ul><li>Palantir最近推出了Foundry for Crypto，为金融的未来赋能。</li><li>Palantir现在有机会利用其平台的结缔组织来跟踪去中心化金融应用程序中的资金流。</li><li>Palantir自2013年以来一直与IRS合作，在Foundry发布之前，Gotham是为大型金融机构部署的。</li><li>在今天的文章中，我将重点介绍Palantir可以追溯到PayPal的根源以及Palantir在金融科技领域的机遇。</li></ul><p class=\"t-img-caption\"><span>Olemedia/E+来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> When it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.</p><p><blockquote>谈到Palantir(PLTR)，大多数投资者都对其政府业务以及其在商业领域为建筑商铸造的机会感到兴奋。如今，Palantir约60%的业务来自政府，而另一部分来自商业部门。Palantir的平台以其人工智能(AI)和深度数据洞察而闻名，可为客户提供关键信息，帮助他们实现利润最大化。Palantir的解决方案围绕“任务驱动工程”构建，以集成来自孤立和非结构化数据集的信息。在本文中，我们将探讨Palantir的根源，这些根源可以追溯到支付行业和PayPal。</blockquote></p><p> PayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.</p><p><blockquote>PayPal和Palantir联合创始人Peter Thiel于2004年联系了Palantir联合创始人Stephen Cohen，并告诉他他对Palantir的想法，以下是他的设想。</blockquote></p><p>   Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government.    And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013  Five years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.</p><p><blockquote>让我们从PayPal反欺诈平台中获取一些想法，并尝试将它们概括为解决该国的反恐问题。我们将从直接卖给美国政府开始。同时，让我们来解决现有的通用企业信息管理平台。让我们帮助大企业使用硅谷的方法来理解他们的数据。”—Stephen Cohen，2013五年前，Palantir四分之一的业务来自金融领域—虽然Palantir与金融科技的联系表面上可能并不清楚，但该公司有很大的机会为金融科技应用程序部署其人工智能，特别是Foundry，无论是当前的银行还是区块链分析平台Elementus等金融科技公司。Palantir目前为美国国税局和当前的银行基础设施以及未来的创新支付技术（如加密货币和智能合约）提供服务。</blockquote></p><p> <b>Deep Roots In Payments</b></p><p><blockquote><b>深厚的支付根基</b></blockquote></p><p> Much of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.</p><p><blockquote>Palantir的大部分“DNA”和文化都是从PayPal复制的。Palantir的核心技术也受到了PayPal的启发，特别是PayPal的反欺诈平台。Peter Thiel与Max Levchin共同创立了PayPal，后来与Palantir首任首席技术官Nathan Gettings共同创立了Palantir，后者是PayPal的一名工程师，在那里他与Levchin密切合作打击支付欺诈。这个PayPal反欺诈框架将继续为Palantir的第一个反恐举措提供基本构建模块。</blockquote></p><p> Palantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.</p><p><blockquote>Palantir在政府内部部署类似于为大型金融机构部署的技术。金融机构必须克服的挑战与政府面临的挑战相似，因为有许多数据源和许多系统向金融服务部门和政府部门提供输入。Palantir使用深度数据分析来识别这些信息中的模式和趋势，以帮助客户管理风险并执行计划，从而更好地应对不断变化的复杂环境。</blockquote></p><p> In 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a&nbsp;hundred&nbsp;systems across their operations.</p><p><blockquote>据其S1报道，2016年，Palantir约25%的业务来自金融领域，因为Palantir部署了Gotham平台来调查大型机构的欺诈行为。Palantir与许多银行合作，取代了已有30多年历史的遗留技术。例如，瑞士信贷自2013年以来一直使用Palantir，利用其运营中一百多个系统的数据来分析风险和检测欺诈行为。</blockquote></p><p> Palantir seeks to become the central operating system for&nbsp;entire industries&nbsp;rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF)&nbsp;to launch&nbsp;SkyWise&nbsp;in 2017 and now works with over 100 airlines.</p><p><blockquote>Palantir寻求成为整个行业的中央操作系统，而不仅仅是单一客户，Palantir看到了在金融服务行业建立类似于美国政府和航空业的全行业合作伙伴关系的机会。Palantir不断赢得政府合同，而Palantir于2017年与空中客车公司(OTCPK：EADSF)合作推出SkyWise，目前与100多家航空公司合作。</blockquote></p><p> Significant Opportunity At Hand</p><p><blockquote>手头的重大机遇</blockquote></p><p></p><p> On November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.</p><p><blockquote>11月23日，Palantir推出了Foundry for Crypto，它将利用Foundry定义的数据集成来自动构建数据管道，并将无组织的数据转换为透明的中枢。</blockquote></p><p> Foundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.</p><p><blockquote>Foundry for Crypto将使Web3初创公司能够利用金融机构用来打击犯罪的技术。随着当前数字化转型的进行以及加密货币和区块链技术的兴起，Palantir利用其数据专业知识为下一代财务软件提供支持。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a3fb5ad32eff1f464c225cc4b1f1c\" tg-width=\"1280\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Source: Offerings | Crypto</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：产品|Crypto</span></p></blockquote></p><p> As indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.</p><p><blockquote>如上所述，Palantir是链不可知的，这意味着Palantir可以与多个区块链一起工作。Palantir集成了交易数据和智能合约数据，这将使Palantir能够利用其人工智能和数据分析的核心能力来提供KYC（了解您的客户）见解。例如，如果有人要使用非托管钱包中的加密货币进行交易，那么从该钱包中破译KYC信息通常是一个挑战，因为区块链本身是加密和去中心化的。Palantir跟踪非托管钱包中的资产，并跟踪资产的转移地点。这使得Palantir能够找到资产最初转移的交易所，然后Palantir可以跟踪购买资产的加密货币交易所的客户数据，例如Coinbase。</blockquote></p><p> The example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.</p><p><blockquote>上面的例子强调了Palantir如何深入挖掘并从区块链中抓取数据来了解特定个人。这对于验证安全交易大有帮助，因为Palantir会根据交易的位置和特定属性识别区块链上的恶意交易。希望接受加密货币的公司需要安全的解决方案，同时他们也希望收集客户周围的见解来推动他们的业务。BNPL公司，例如由Max Levchin和Nathan Gettings创立的Affirm，使用高级风险建模（也称为人工智能）为消费者提供更公平的信用评估，因为BNPL公司可以访问来自商家和消费者的重要数据。Palantir可以利用其人工智能和数据洞察来帮助客户更好地了解他们的客户，从而提供有针对性的营销活动或帮助他们发现减少开支的机会。</blockquote></p><p> Foundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.</p><p><blockquote>Foundry for Crypto仍处于早期采用阶段，因为它是最近推出的，随着支付技术的不断发展，Palantir有多种机会在各个行业实施该平台，并将重塑当前的支付格局。</blockquote></p><p> Smart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.</p><p><blockquote>智能合约是Palantir的另一个重要机会。智能合约是一组在数据流上验证和执行的协议，这意味着一旦合同履行，数据将表明合同得到满足，并确保责任方转移约定的资金。Palantir有很好的机会在促进智能合同中的数据方面发挥作用，同时消除与第三方网络和银行合作的成本。</blockquote></p><p> One of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.</p><p><blockquote>Palantir的SPAC投资之一BlackSky部署Foundry并处理实时卫星图像以监控地球上发生的事件。例如，BlackSky可以检测货物是否已交付，因为BlackSky的卫星全天多次拍摄图像。BlackSky监控只能通过图像处理的数据和信息，并且是监控这些操作并将这些操作生成数据点的保管人，以便他们可以通知智能合约合同是否得到满足。这是Palantir的客户如何利用Foundry来处理与数字资产和新数字协议相关的信息的一个很好的例子。</blockquote></p><p> <b>The Government's Implemented Palantir's \"FinTech\" Solution Since 2013</b></p><p><blockquote><b>政府自2013年起实施Palantir的“金融科技”解决方案</b></blockquote></p><p> The IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.</p><p><blockquote>IRS于2013年开始与Palantir合作，Palantir继续建立并扩大与IRS的合作伙伴关系，在过去12个月中已获得IRS近2000万美元的资助。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748221a3ed9fc319e2be6ebf40a8e95\" tg-width=\"956\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>Source: USAspending.gov</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：USAspending.gov</span></p></blockquote></p><p> In May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the&nbsp;following&nbsp;in regards to cryptocurrencies.</p><p><blockquote>今年5月，美国国税局发起了“隐藏宝石行动”，这是一项针对不报告加密货币收益的纳税人的举措。美国国税局（IRS）的国家欺诈顾问卡罗琳·申克（Carolyn Schenck）最近就加密货币发表了以下言论。</blockquote></p><p></p><p>   These transactions are not anonymous, we see you.\"  Another issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized&nbsp;$3.5 billion&nbsp;so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a&nbsp;down payment&nbsp;on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.</p><p><blockquote>这些交易不是匿名的，我们看到你了。”Palantir的AML旨在检测另一个围绕加密货币欺诈的问题，该问题与PayPal的反欺诈平台类似。美国国税局最近在其年度报告中透露，今年迄今为止，它从加密货币相关欺诈中查获了35亿美元。Palantir为IRS提供了破译犯罪金融计划并实时分析各种数据源的解决方案。过去，Palantir允许国税局跟踪资金流动或资产流动。例如，如果有人将资产转移到开曼群岛的一家银行，然后在美国提取现金并将其用于购买额外房产等的首付，Palantir的深度数据分析将连接这些孤立的信息，并将其呈现给国税局，以便他们可以相应地处理具体情况。</blockquote></p><p> Based on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.</p><p><blockquote>根据Palantir最近推出的Foundry for Crypto，Palantir可能已经在利用其平台为美国政府提供真正的价值。随着越来越多的信息转移到网上，跟踪复杂的数字资产变得更加复杂，Palantir的技术在人工智能方面仍然领先趋势一步。Palantir不断为政府创建开箱即用的解决方案，然后过滤商业用例。</blockquote></p><p> Now, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.</p><p><blockquote>现在，让我们使用洛杉矶估值史蒂文斯模型来提供更新的公允价值，然后讨论与Palantir进入加密货币领域相关的风险。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Palantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.</p><p><blockquote>Palantir继续获得新的商业客户，并通过强劲的季度业绩展示其平台的价值。第三季度，Palantir的商业客户数量环比增长46%，达到200多家。以下是Palantir的一些值得注意的财务指标。</blockquote></p><p> <ul>  <li>$1.43B in TTM revenue</p><p><blockquote><ul><li>TTM收入$1.43 B</li></ul></blockquote></p><p></li>  <li>77% gross profit margins</p><p><blockquote><li>77%毛利率</li></blockquote></p><p></li>  <li>$120 billion TAM</p><p><blockquote><li>1200亿美元TAM</li></blockquote></p><p></li> </ul> <b>Palantir's Fair Value And Expected Return</b></p><p><blockquote><b>Palantir的公允价值和预期回报</b></blockquote></p><p> To determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Palantir的公允价值，我们将采用我们专有的估值模型。它的含义如下：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流按我们（股东）的资本成本贴现。</li></ul></blockquote></p><p></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p><p><blockquote><li>在步骤2中，模型考虑了已发行股票变化（回购/稀释）的影响。</li></blockquote></p><p></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p><p><blockquote><li>在第三步中，我们将十年结束时未来增长前景的估值正常化。然后，我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度，我们就投资。如果没有，我们等待一个更好的切入点。</li></blockquote></p><p></li> </ul> Assumptions:</p><p><blockquote>假设：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5f1499608f487046f492724343ce6250\" tg-width=\"934\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Results:</p><p><blockquote>结果：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad4b65a88b3612deb98a837e64a5193\" tg-width=\"738\" tg-height=\"912\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Based on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.</p><p><blockquote>根据保守估计，考虑到未来的稀释，Palantir目前的价值约为31美元，因此Palantir被严重低估。</blockquote></p><p> In order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.</p><p><blockquote>为了让我们确定Palantir今天是否值得投资，我们将以今天的价格预测Palantir未来10年的预期回报。为了计算未来十年的总预期回报，我们以保守的增长率增长上述每股自由现金流，然后在第十年为其分配保守的价格与自由现金流倍数（35倍）。因此，我们创建了一个保守的内在价值预测（2031年价格目标），通过该预测我们确定了10年的预期CAGR回报。如果这些回报率超过我们15%的门槛率，我们就买入，否则我们等待更好的买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc7e1db2ce3e749cd8088652a7029424\" tg-width=\"736\" tg-height=\"534\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Palantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.</p><p><blockquote>Palantir预计在未来10年内产生约20%的年化回报率，因此，现在是增加头寸或开始建仓的理想时机。Palantir预计将大幅超过我们15%的门槛利率，因此我将Palantir评级为20美元左右的强力买入。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> <ul>  <li><i>There are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.</i></p><p><blockquote><ul><li><i>鉴于加密货币是一项相对较新的技术，并且未来监管存在不确定性，因此存在不可预见的风险。</i></li></ul></blockquote></p><p></p><p></li> </ul> Palantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN)&nbsp;as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2&nbsp;billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.</p><p><blockquote>Palantir面临着来自Amazon（纳斯达克股票代码：AMZN）等大型现有科技公司以及Chainalysis等初创公司的竞争。Palantir需要提供在利用未来技术创新的数字环境中产生alpha的解决方案。Chainalysis是一家金融科技初创公司，在多个区块链上提供KYC和反洗钱自动交易监控，类似于Foundry for Crypto。Chainalysis今年夏天以42亿美元的估值筹集了1亿美元，业务遍及60多个国家。另一方面是亚马逊等大型科技巨头，该公司于2018年开始提供亚马逊托管区块链服务，这使得利用以太币等区块链变得容易。</blockquote></p><p> The intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73&nbsp;billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.</p><p><blockquote>数字支付的交叉类似于一个巨大的机会，因为银行和信用卡网络已经大规模发展了令人难以置信的大型网络。这使得金融科技领域的创新时机已经成熟，而且竞争将越来越激烈，因为自2016年以来，排名前250位的金融科技独角兽已经筹集了超过730亿美元。Palantir将依靠开发下一波支付领域的人工智能解决方案，为政府部署这些解决方案来创建核心技术，然后为商业部门过滤解决方案。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.</p><p><blockquote>Palantir处于正在进行的数字化转型的最前沿，因为其平台是现代组织从许多信息源中生成见解的结缔组织。在支付和金融科技方面，Palantir有着深厚的渊源，可以追溯到PayPal的早期，因为Palantir自2010年代初以来一直瞄准大型金融机构。Palantir继续扩展其平台，将其深入的数据洞察应用于智能合约等去中心化金融应用程序中的信息。Palantir处于有利地位，可以利用其平台连接这些区块链应用程序的数据，并利用其人工智能专业知识，使其客户能够提供创新的金融科技解决方案。</blockquote></p><p> I've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.</p><p><blockquote>过去一年我一直看好Palantir，交易价格低于20美元，鉴于Palantir是一家世代公司，并且与PayPal的早期有着密切的联系，Palantir对长期投资者来说是一个有吸引力的价格。我对Palantir的强烈买入评级为20美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4474525-palantir-stock-foundry-for-crypto-fintech-opportunity\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4474525-palantir-stock-foundry-for-crypto-fintech-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163753909","content_text":"Summary\n\nPalantir recently launched Foundry for Crypto to empower the future of finance.\nPalantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.\nPalantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.\nIn today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.\n\nOlemedia/E+ via Getty Images\nInvestment Thesis\nWhen it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.\nPayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.\n\n Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government.\n\n\n And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013\n\nFive years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.\nDeep Roots In Payments\nMuch of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.\nPalantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.\nIn 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a hundred systems across their operations.\nPalantir seeks to become the central operating system for entire industries rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF) to launch SkyWise in 2017 and now works with over 100 airlines.\nSignificant Opportunity At Hand\nOn November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.\nFoundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.\nSource: Offerings | Crypto\nAs indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.\nThe example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.\nFoundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.\nSmart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.\nOne of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.\nThe Government's Implemented Palantir's \"FinTech\" Solution Since 2013\nThe IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.\nSource: USAspending.gov\nIn May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the following in regards to cryptocurrencies.\n\n These transactions are not anonymous, we see you.\"\n\nAnother issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized $3.5 billion so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a down payment on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.\nBased on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.\nNow, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.\nValuation\nPalantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.\n\n$1.43B in TTM revenue\n77% gross profit margins\n$120 billion TAM\n\nPalantir's Fair Value And Expected Return\nTo determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nAssumptions:\n\nResults:\nSource: L.A. Stevens Valuation Model\nBased on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.\nIn order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.\nSource: L.A. Stevens Valuation Model\nPalantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.\nRisks\n\nThere are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.\n\nPalantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN) as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2 billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.\nThe intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73 billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.\nConclusion\nPalantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.\nI've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604076593,"gmtCreate":1639291541121,"gmtModify":1639291541275,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604076593","repostId":"2190992671","repostType":4,"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605426444,"gmtCreate":1639225732291,"gmtModify":1639225732487,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Sell?","listText":"Sell?","text":"Sell?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605426444","repostId":"2190675480","repostType":4,"isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606636771,"gmtCreate":1638869124223,"gmtModify":1638869124369,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606636771","repostId":"1199155068","repostType":4,"repost":{"id":"1199155068","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":1638868463,"share":"https://www.laohu8.com/m/news/1199155068?lang=zh_CN&edition=full","pubTime":"2021-12-07 17:14","market":"us","language":"en","title":"EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199155068","media":"Tiger Newspress","summary":"EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Nikola and","content":"<p>EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Nikola and Canoo climbed between 2% and 7%.</p><p><blockquote>电动汽车股在盘前交易中上涨。特斯拉、Rivian、蔚来、小鹏汽车、理想汽车、Lucid、Fisker、Nikola和Canoo上涨2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0fa064fcbb959dd5fc51dcf6439bd71b\" tg-width=\"408\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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\">\nEV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</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\">2021-12-07 17:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Nikola and Canoo climbed between 2% and 7%.</p><p><blockquote>电动汽车股在盘前交易中上涨。特斯拉、Rivian、蔚来、小鹏汽车、理想汽车、Lucid、Fisker、Nikola和Canoo上涨2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0fa064fcbb959dd5fc51dcf6439bd71b\" tg-width=\"408\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","XPEV":"小鹏汽车","TSLA":"特斯拉","FSR":"菲斯克","NIO":"蔚来","LCID":"Lucid Group Inc","LI":"理想汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199155068","content_text":"EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Nikola and Canoo climbed between 2% and 7%.","news_type":1,"symbols_score_info":{"NKLA":0.9,"GOEV":0.9,"RIVN":0.9,"XPEV":0.9,"LI":0.9,"LCID":0.9,"TSLA":0.9,"FSR":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608533598,"gmtCreate":1638756359597,"gmtModify":1638756359680,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Sell?","listText":"Sell?","text":"Sell?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608533598","repostId":"1107533977","repostType":4,"repost":{"id":"1107533977","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":1638754268,"share":"https://www.laohu8.com/m/news/1107533977?lang=zh_CN&edition=full","pubTime":"2021-12-06 09:31","market":"us","language":"en","title":"Li Auto shares fell more than 14% in Hong Kong and XPeng fell nearly 9%.<blockquote>理想汽车股价在港跌超14%，小鹏汽车跌近9%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107533977","media":"Tiger Newspress","summary":"Li Auto shares fell more than 14% in Hong Kong and XPeng fell nearly 9%.","content":"<p>Li&nbsp;Auto&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;14%&nbsp;in&nbsp;Hong&nbsp;Kong&nbsp;and&nbsp;XPeng&nbsp;fell&nbsp;nearly&nbsp;9%.<img src=\"https://static.tigerbbs.com/f4c63a9e3fe26341f23934616826c6a2\" tg-width=\"747\" tg-height=\"603\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/12cd5c05e050cc41f92f4263ac49921a\" tg-width=\"710\" tg-height=\"606\" width=\"100%\" height=\"auto\"></p><p><blockquote>理想汽车股价在香港下跌超过14%，小鹏汽车下跌近9%。</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>Li Auto shares fell more than 14% in Hong Kong and XPeng fell nearly 9%.<blockquote>理想汽车股价在港跌超14%，小鹏汽车跌近9%。</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\">\nLi Auto shares fell more than 14% in Hong Kong and XPeng fell nearly 9%.<blockquote>理想汽车股价在港跌超14%，小鹏汽车跌近9%。</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\">2021-12-06 09:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Li&nbsp;Auto&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;14%&nbsp;in&nbsp;Hong&nbsp;Kong&nbsp;and&nbsp;XPeng&nbsp;fell&nbsp;nearly&nbsp;9%.<img src=\"https://static.tigerbbs.com/f4c63a9e3fe26341f23934616826c6a2\" tg-width=\"747\" tg-height=\"603\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/12cd5c05e050cc41f92f4263ac49921a\" tg-width=\"710\" tg-height=\"606\" width=\"100%\" height=\"auto\"></p><p><blockquote>理想汽车股价在香港下跌超过14%，小鹏汽车下跌近9%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W","09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107533977","content_text":"Li Auto shares fell more than 14% in Hong Kong and XPeng fell nearly 9%.","news_type":1,"symbols_score_info":{"09868":0.9,"LI":0.9,"XPEV":0.9,"02015":0.9}},"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608843370,"gmtCreate":1638691026484,"gmtModify":1638691026484,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/608843370","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":1388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603371567,"gmtCreate":1638370382109,"gmtModify":1638370382352,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603371567","repostId":"1152127890","repostType":4,"repost":{"id":"1152127890","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":1638370333,"share":"https://www.laohu8.com/m/news/1152127890?lang=zh_CN&edition=full","pubTime":"2021-12-01 22:52","market":"us","language":"en","title":"Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152127890","media":"Tiger Newspress","summary":"Semiconductor stocks climbed in morning trading.ON Semiconductor,TSMC,ASML,Micron and Nvidia rose be","content":"<p>Semiconductor stocks climbed in morning trading.ON Semiconductor,TSMC,ASML,Micron&nbsp;and&nbsp;Nvidia&nbsp;rose&nbsp;between 1% and 4%.</p><p><blockquote>半导体股早盘上涨。安森美半导体、台积电、ASML、美光和英伟达涨幅在1%至4%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f7d6f0f0788dabf122217572c40dd55b\" tg-width=\"397\" tg-height=\"414\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</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{ 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}\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\">\nSemiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</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\">2021-12-01 22:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor stocks climbed in morning trading.ON Semiconductor,TSMC,ASML,Micron&nbsp;and&nbsp;Nvidia&nbsp;rose&nbsp;between 1% and 4%.</p><p><blockquote>半导体股早盘上涨。安森美半导体、台积电、ASML、美光和英伟达涨幅在1%至4%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f7d6f0f0788dabf122217572c40dd55b\" tg-width=\"397\" tg-height=\"414\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","MU":"美光科技","ASML":"阿斯麦","ON":"安森美半导体","NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152127890","content_text":"Semiconductor stocks climbed in morning trading.ON Semiconductor,TSMC,ASML,Micron and Nvidia rose between 1% and 4%.","news_type":1,"symbols_score_info":{"MU":0.9,"ON":0.9,"TSM":0.9,"ASML":0.9,"XLNX":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609881805,"gmtCreate":1638264337704,"gmtModify":1638264337782,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609881805","repostId":"2187585037","repostType":4,"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":802923775,"gmtCreate":1627708559497,"gmtModify":1631891910189,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Why leave a comment task always can't be completed? Is it there is minimum no of words or characters that we must post?","listText":"Why leave a comment task always can't be completed? Is it there is minimum no of words or characters that we must post?","text":"Why leave a comment task always can't be completed? Is it there is minimum no of words or characters that we must post?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/802923775","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":868272386,"gmtCreate":1632664827245,"gmtModify":1632798705393,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/868272386","repostId":"1142057327","repostType":4,"repost":{"id":"1142057327","kind":"news","pubTimestamp":1632643246,"share":"https://www.laohu8.com/m/news/1142057327?lang=zh_CN&edition=full","pubTime":"2021-09-26 16:00","market":"hk","language":"en","title":"Intel Starts Construction of Two Arizona Computer Chip Factories<blockquote>英特尔开始建设亚利桑那州两家计算机芯片工厂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142057327","media":"The street","summary":"Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to","content":"<p>Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.</p><p><blockquote>英特尔在亚利桑那州的两家新计算机芯片工厂破土动工，这是一项200亿美元项目的一部分，旨在帮助满足美国对半导体的高需求。</blockquote></p><p> Intel&nbsp;(<b>INTC</b>) -Get Intel Corporation (INTC) Report&nbsp;on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help&nbsp;alleviate the severe shortage of semiconductors in the U.S.</p><p><blockquote>英特尔（<b>INTC</b>)-获取英特尔公司(INTC)报告周五在亚利桑那州的两家新计算机芯片工厂破土动工，这是一项耗资200亿美元的项目的一部分，旨在帮助缓解美国半导体的严重短缺。</blockquote></p><p> The Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的半导体芯片制造商首席执行官帕特·基辛格(Pat Gelsinger)在该公司位于亚利桑那州钱德勒的奥科蒂洛园区主持了该项目的奠基仪式，标志着该州历史上最大的私人投资。</blockquote></p><p> Intel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.</p><p><blockquote>英特尔预计这些工厂将于2024年全面投入运营，生产该公司最先进的工艺技术。</blockquote></p><p> “Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.</p><p><blockquote>基辛格在公司声明中表示：“今天的庆祝活动标志着一个重要的里程碑，因为我们正在努力提高产能并满足对半导体的难以置信的需求：半导体是万物数字化的基础技术。我们正在开创一个创新的新时代——对英特尔、对亚利桑那州和对全世界都是如此。自40多年前开业以来，这项200亿美元的扩建将使我们在亚利桑那州的总投资超过500亿美元。”</blockquote></p><p> \"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.</p><p><blockquote>Gelsinger表示：“作为唯一一家总部位于美国的领先芯片制造商，我们致力于在这项长期投资的基础上再接再厉，帮助美国重新获得半导体领先地位。”</blockquote></p><p> Shares of Intel on Friday traded 0.18% higher to $54.32 after hours.</p><p><blockquote>周五盘后英特尔股价上涨0.18%，至54.32美元。</blockquote></p><p> Gelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.</p><p><blockquote>基辛格周四参加了与科技公司高管和商务部长吉娜·雷蒙多的虚拟会议，以解决全球半导体芯片短缺问题，该问题干扰了高科技、电子和汽车行业的生产。</blockquote></p><p> The two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.</p><p><blockquote>这两个新工厂将被命名为Fab 52和Fab 62，将容纳总共六个半导体晶圆厂。该项目将创造3,000多个高科技、高工资的英特尔工作岗位、3,000个建筑工作岗位，并为当地社区提供约15,000个额外的间接工作岗位。</blockquote></p><p> Intel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.</p><p><blockquote>英特尔的竞争对手台积电公司计划也在亚利桑那州建造其在美国的第二家芯片工厂，目标是2024年开始生产。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Starts Construction of Two Arizona Computer Chip Factories<blockquote>英特尔开始建设亚利桑那州两家计算机芯片工厂</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\">\nIntel Starts Construction of Two Arizona Computer Chip Factories<blockquote>英特尔开始建设亚利桑那州两家计算机芯片工厂</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The street</strong><span class=\"h-time small\">2021-09-26 16:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.</p><p><blockquote>英特尔在亚利桑那州的两家新计算机芯片工厂破土动工，这是一项200亿美元项目的一部分，旨在帮助满足美国对半导体的高需求。</blockquote></p><p> Intel&nbsp;(<b>INTC</b>) -Get Intel Corporation (INTC) Report&nbsp;on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help&nbsp;alleviate the severe shortage of semiconductors in the U.S.</p><p><blockquote>英特尔（<b>INTC</b>)-获取英特尔公司(INTC)报告周五在亚利桑那州的两家新计算机芯片工厂破土动工，这是一项耗资200亿美元的项目的一部分，旨在帮助缓解美国半导体的严重短缺。</blockquote></p><p> The Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的半导体芯片制造商首席执行官帕特·基辛格(Pat Gelsinger)在该公司位于亚利桑那州钱德勒的奥科蒂洛园区主持了该项目的奠基仪式，标志着该州历史上最大的私人投资。</blockquote></p><p> Intel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.</p><p><blockquote>英特尔预计这些工厂将于2024年全面投入运营，生产该公司最先进的工艺技术。</blockquote></p><p> “Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.</p><p><blockquote>基辛格在公司声明中表示：“今天的庆祝活动标志着一个重要的里程碑，因为我们正在努力提高产能并满足对半导体的难以置信的需求：半导体是万物数字化的基础技术。我们正在开创一个创新的新时代——对英特尔、对亚利桑那州和对全世界都是如此。自40多年前开业以来，这项200亿美元的扩建将使我们在亚利桑那州的总投资超过500亿美元。”</blockquote></p><p> \"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.</p><p><blockquote>Gelsinger表示：“作为唯一一家总部位于美国的领先芯片制造商，我们致力于在这项长期投资的基础上再接再厉，帮助美国重新获得半导体领先地位。”</blockquote></p><p> Shares of Intel on Friday traded 0.18% higher to $54.32 after hours.</p><p><blockquote>周五盘后英特尔股价上涨0.18%，至54.32美元。</blockquote></p><p> Gelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.</p><p><blockquote>基辛格周四参加了与科技公司高管和商务部长吉娜·雷蒙多的虚拟会议，以解决全球半导体芯片短缺问题，该问题干扰了高科技、电子和汽车行业的生产。</blockquote></p><p> The two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.</p><p><blockquote>这两个新工厂将被命名为Fab 52和Fab 62，将容纳总共六个半导体晶圆厂。该项目将创造3,000多个高科技、高工资的英特尔工作岗位、3,000个建筑工作岗位，并为当地社区提供约15,000个额外的间接工作岗位。</blockquote></p><p> Intel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.</p><p><blockquote>英特尔的竞争对手台积电公司计划也在亚利桑那州建造其在美国的第二家芯片工厂，目标是2024年开始生产。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/intel-starts-construction-of-two-arizona-computer-chip-factories\">The street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.thestreet.com/investing/intel-starts-construction-of-two-arizona-computer-chip-factories","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142057327","content_text":"Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.\nIntel (INTC) -Get Intel Corporation (INTC) Report on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help alleviate the severe shortage of semiconductors in the U.S.\nThe Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.\nIntel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.\n“Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.\n\"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.\nShares of Intel on Friday traded 0.18% higher to $54.32 after hours.\nGelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.\nThe two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.\nIntel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817800824,"gmtCreate":1630926288368,"gmtModify":1631889756711,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/817800824","repostId":"1143325200","repostType":4,"repost":{"id":"1143325200","kind":"news","pubTimestamp":1630882610,"share":"https://www.laohu8.com/m/news/1143325200?lang=zh_CN&edition=full","pubTime":"2021-09-06 06:56","market":"us","language":"en","title":"GameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Moderna、家得宝、克罗格等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143325200","media":"Barrons","summary":"U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then feat","content":"<p>U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.</p><p><blockquote>美国股市和债市周一因劳动节休市。假期缩短的一周将发布几个值得注意的公司更新和经济数据。</blockquote></p><p> GameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its&nbsp;$21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle&nbsp;hosts&nbsp;an investor day on Friday.</p><p><blockquote>游戏驿站和Lululemon Athletica将于周三发布季度业绩，国际纸业将于周四发布季度业绩，克罗格将于周五发布季度业绩。Analog Devices刚刚以210亿美元收购Maxim Integrated Products，将于周三举办投资者日。Moderna、丹纳赫和家得宝管理层也将于周四与投资者交谈。最后，雅宝将于周五举办投资者日。</blockquote></p><p> The economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.</p><p><blockquote>本周的经济数据亮点将是周五美国劳工统计局公布的8月份生产者价格指数。经济学家的普遍预期是总体指数月度上涨0.6%，核心PPI上涨0.5%——这还不包括波动更大的食品和能源价格。7月份核心指数和整体指数均上涨1%。8月份消费者价格指数将于下周9月14日公布。</blockquote></p><p> On Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.</p><p><blockquote>周二，美联储将发布最新的褐皮书，其中包含十几个中央银行区的经济、招聘和商业状况的最新信息。欧洲央行也将于周四宣布货币政策决定，但市场普遍预计将把目标利率维持在目前负0.5%的水平。</blockquote></p><p> <b>Monday 9/6</b></p><p><blockquote><b>星期一9/6</b></blockquote></p><p> Stock and fixed-income markets are closed in observance of Labor Day.</p><p><blockquote>股票和固定收益市场因劳动节休市。</blockquote></p><p> <b>Tuesday 9/7</b></p><p><blockquote><b>星期二9/7</b></blockquote></p><p> Casey’s General Stores and Coupa Software announce earnings.</p><p><blockquote>Casey’s General Stores和Coupa Software公布收益。</blockquote></p><p> <b>Wednesday 9/8</b></p><p><blockquote><b>星期三9/8</b></blockquote></p><p> Copart, GameStop, and Lululemon Athletica release quarterly results.</p><p><blockquote>Copart、游戏驿站和Lululemon Athletica发布季度业绩。</blockquote></p><p> Analog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.</p><p><blockquote>ADI公司召开电话会议，讨论其资本配置计划并更新2021财年展望。该公司最近完成了对Maxim Integrated Products的210亿美元收购。</blockquote></p><p> Global Payments, Johnson Controls International, and ResMed hold virtual investor days.</p><p><blockquote>Global Payments、江森自控国际和ResMed举办虚拟投资者日。</blockquote></p><p> The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.</p><p><blockquote>劳工统计局发布职位空缺和劳动力流动调查。普遍估计7月最后一个工作日将有1000万个职位空缺。6月份，有1010万个职位空缺，连续第四个月创下纪录。</blockquote></p><p> The Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.</p><p><blockquote>美联储公布7月份消费者信贷数据。6月份未偿消费者债务总额增加377亿美元，达到创纪录的4.32万亿美元。第二季度，消费信贷经季节调整后的年率增长8.8%，反映了被压抑的需求。</blockquote></p><p> The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.</p><p><blockquote>美联储今年八次发布褐皮书中的第六次。该报告总结了12个美联储地区当前的经济状况。</blockquote></p><p> <b>Thursday 9/9</b></p><p><blockquote><b>星期四9/9</b></blockquote></p><p> Home Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.</p><p><blockquote>家得宝召开电话会议讨论其ESG战略，由公司首席可持续发展官Ron Jarvis主持。</blockquote></p><p> Moderna hosts its fifth annual R&amp;D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.</p><p><blockquote>Moderna举办第五届年度研发日，讨论公司在研疫苗。首席执行官Stéphane Bancel将是演讲者之一。</blockquote></p><p> Danaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.</p><p><blockquote>丹纳赫召开投资者和分析师会议，由首席执行官Rainer Blair主持。</blockquote></p><p> International Paper, Synchrony Financial, and Willis Towers Watson hold investor days.</p><p><blockquote>国际纸业、同步金融和威利斯韬睿惠悦举办投资者日。</blockquote></p><p> The European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.</p><p><blockquote>欧洲中央银行宣布其货币政策决定。预计欧洲央行将维持关键利率在负0.5%不变。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.</p><p><blockquote>劳工部报告了截至9月4日当周的首次申请失业救济人数。8月份，平均每周申请失业救济人数为35.5万人，为疫情爆发以来的最低水平。这也将是联邦强化失业救济金额外发放300美元的最后一周。它们将于9月6日到期。</blockquote></p><p> <b>Friday 9/10</b></p><p><blockquote><b>星期五9/10</b></blockquote></p><p> The BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.</p><p><blockquote>BLS报告8月份生产者价格指数。经济学家预测核心生产者价格指数（不包括波动较大的食品和能源价格）月度上涨0.6%，核心生产者价格指数将上涨0.5%。7月份两者均上涨1%。</blockquote></p><p> Kroger holds a conference calls to discuss earnings.</p><p><blockquote>克罗格评级召开会议讨论收益。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Moderna、家得宝、克罗格等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Moderna、家得宝、克罗格等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-06 06:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.</p><p><blockquote>美国股市和债市周一因劳动节休市。假期缩短的一周将发布几个值得注意的公司更新和经济数据。</blockquote></p><p> GameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its&nbsp;$21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle&nbsp;hosts&nbsp;an investor day on Friday.</p><p><blockquote>游戏驿站和Lululemon Athletica将于周三发布季度业绩，国际纸业将于周四发布季度业绩，克罗格将于周五发布季度业绩。Analog Devices刚刚以210亿美元收购Maxim Integrated Products，将于周三举办投资者日。Moderna、丹纳赫和家得宝管理层也将于周四与投资者交谈。最后，雅宝将于周五举办投资者日。</blockquote></p><p> The economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.</p><p><blockquote>本周的经济数据亮点将是周五美国劳工统计局公布的8月份生产者价格指数。经济学家的普遍预期是总体指数月度上涨0.6%，核心PPI上涨0.5%——这还不包括波动更大的食品和能源价格。7月份核心指数和整体指数均上涨1%。8月份消费者价格指数将于下周9月14日公布。</blockquote></p><p> On Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.</p><p><blockquote>周二，美联储将发布最新的褐皮书，其中包含十几个中央银行区的经济、招聘和商业状况的最新信息。欧洲央行也将于周四宣布货币政策决定，但市场普遍预计将把目标利率维持在目前负0.5%的水平。</blockquote></p><p> <b>Monday 9/6</b></p><p><blockquote><b>星期一9/6</b></blockquote></p><p> Stock and fixed-income markets are closed in observance of Labor Day.</p><p><blockquote>股票和固定收益市场因劳动节休市。</blockquote></p><p> <b>Tuesday 9/7</b></p><p><blockquote><b>星期二9/7</b></blockquote></p><p> Casey’s General Stores and Coupa Software announce earnings.</p><p><blockquote>Casey’s General Stores和Coupa Software公布收益。</blockquote></p><p> <b>Wednesday 9/8</b></p><p><blockquote><b>星期三9/8</b></blockquote></p><p> Copart, GameStop, and Lululemon Athletica release quarterly results.</p><p><blockquote>Copart、游戏驿站和Lululemon Athletica发布季度业绩。</blockquote></p><p> Analog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.</p><p><blockquote>ADI公司召开电话会议，讨论其资本配置计划并更新2021财年展望。该公司最近完成了对Maxim Integrated Products的210亿美元收购。</blockquote></p><p> Global Payments, Johnson Controls International, and ResMed hold virtual investor days.</p><p><blockquote>Global Payments、江森自控国际和ResMed举办虚拟投资者日。</blockquote></p><p> The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.</p><p><blockquote>劳工统计局发布职位空缺和劳动力流动调查。普遍估计7月最后一个工作日将有1000万个职位空缺。6月份，有1010万个职位空缺，连续第四个月创下纪录。</blockquote></p><p> The Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.</p><p><blockquote>美联储公布7月份消费者信贷数据。6月份未偿消费者债务总额增加377亿美元，达到创纪录的4.32万亿美元。第二季度，消费信贷经季节调整后的年率增长8.8%，反映了被压抑的需求。</blockquote></p><p> The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.</p><p><blockquote>美联储今年八次发布褐皮书中的第六次。该报告总结了12个美联储地区当前的经济状况。</blockquote></p><p> <b>Thursday 9/9</b></p><p><blockquote><b>星期四9/9</b></blockquote></p><p> Home Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.</p><p><blockquote>家得宝召开电话会议讨论其ESG战略，由公司首席可持续发展官Ron Jarvis主持。</blockquote></p><p> Moderna hosts its fifth annual R&amp;D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.</p><p><blockquote>Moderna举办第五届年度研发日，讨论公司在研疫苗。首席执行官Stéphane Bancel将是演讲者之一。</blockquote></p><p> Danaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.</p><p><blockquote>丹纳赫召开投资者和分析师会议，由首席执行官Rainer Blair主持。</blockquote></p><p> International Paper, Synchrony Financial, and Willis Towers Watson hold investor days.</p><p><blockquote>国际纸业、同步金融和威利斯韬睿惠悦举办投资者日。</blockquote></p><p> The European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.</p><p><blockquote>欧洲中央银行宣布其货币政策决定。预计欧洲央行将维持关键利率在负0.5%不变。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.</p><p><blockquote>劳工部报告了截至9月4日当周的首次申请失业救济人数。8月份，平均每周申请失业救济人数为35.5万人，为疫情爆发以来的最低水平。这也将是联邦强化失业救济金额外发放300美元的最后一周。它们将于9月6日到期。</blockquote></p><p> <b>Friday 9/10</b></p><p><blockquote><b>星期五9/10</b></blockquote></p><p> The BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.</p><p><blockquote>BLS报告8月份生产者价格指数。经济学家预测核心生产者价格指数（不包括波动较大的食品和能源价格）月度上涨0.6%，核心生产者价格指数将上涨0.5%。7月份两者均上涨1%。</blockquote></p><p> Kroger holds a conference calls to discuss earnings.</p><p><blockquote>克罗格评级召开会议讨论收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/gamestop-moderna-home-depot-kroger-and-other-stocks-for-investors-to-watch-this-week-51630853023?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","HD":"家得宝","MRNA":"Moderna, Inc.",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","KR":"克罗格",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/gamestop-moderna-home-depot-kroger-and-other-stocks-for-investors-to-watch-this-week-51630853023?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143325200","content_text":"U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.\nGameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its $21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle hosts an investor day on Friday.\nThe economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.\nOn Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.\nMonday 9/6\nStock and fixed-income markets are closed in observance of Labor Day.\nTuesday 9/7\nCasey’s General Stores and Coupa Software announce earnings.\nWednesday 9/8\nCopart, GameStop, and Lululemon Athletica release quarterly results.\nAnalog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.\nGlobal Payments, Johnson Controls International, and ResMed hold virtual investor days.\nThe Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.\nThe Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.\nThe Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.\nThursday 9/9\nHome Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.\nModerna hosts its fifth annual R&D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.\nDanaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.\nInternational Paper, Synchrony Financial, and Willis Towers Watson hold investor days.\nThe European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.\nThe Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.\nFriday 9/10\nThe BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. 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12:51","market":"us","language":"en","title":"SPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143065747","media":"Seeking Alpha","summary":"SPAC Altimeter Growth Corp.  rose 4.6% after it set a Nov. 30 date for holders to vote on its deal t","content":"<p><a href=\"https://laohu8.com/S/AGC\">SPAC Altimeter Growth Corp. </a> rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.</p><p><blockquote><a href=\"https://laohu8.com/S/AGC\">SPAC高度计增长公司。</a>该公司将11月30日定为持有人就东南亚网约车巨头Grab上市交易进行投票的日期，股价上涨4.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/459798d9c6d2d0c428941e1ee2937f4b\" tg-width=\"894\" tg-height=\"635\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Brad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.</p><p><blockquote>据一份新闻稿称，布拉德·郭士纳(Brad Gerstner)的AGC宣布，SEC宣布Grab Holdings的F-4表格注册声明生效。</blockquote></p><p> Grab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.</p><p><blockquote>Grab是东南亚最有价值的初创公司，计划在第四季度以400亿美元的估值与Altimeter(AGC)进行合并，但在推迟后被推迟。</blockquote></p><p> The deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.</p><p><blockquote>这笔交易预计将是东南亚公司有史以来在美国最大的股票发行。Grab的首次公开亮相将为投资者提供进入印度尼西亚、泰国和越南等国家超过6.55亿人口的区域消费市场的机会。</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>SPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-20 12:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AGC\">SPAC Altimeter Growth Corp. </a> rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.</p><p><blockquote><a href=\"https://laohu8.com/S/AGC\">SPAC高度计增长公司。</a>该公司将11月30日定为持有人就东南亚网约车巨头Grab上市交易进行投票的日期，股价上涨4.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/459798d9c6d2d0c428941e1ee2937f4b\" tg-width=\"894\" tg-height=\"635\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Brad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.</p><p><blockquote>据一份新闻稿称，布拉德·郭士纳(Brad Gerstner)的AGC宣布，SEC宣布Grab Holdings的F-4表格注册声明生效。</blockquote></p><p> Grab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.</p><p><blockquote>Grab是东南亚最有价值的初创公司，计划在第四季度以400亿美元的估值与Altimeter(AGC)进行合并，但在推迟后被推迟。</blockquote></p><p> The deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.</p><p><blockquote>这笔交易预计将是东南亚公司有史以来在美国最大的股票发行。Grab的首次公开亮相将为投资者提供进入印度尼西亚、泰国和越南等国家超过6.55亿人口的区域消费市场的机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3773032-spac-altimeter-growth-jumps-after-sending-vote-date-for-grab-deal\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3773032-spac-altimeter-growth-jumps-after-sending-vote-date-for-grab-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143065747","content_text":"SPAC Altimeter Growth Corp.  rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.\n\nBrad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.\nGrab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.\nThe deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.","news_type":1,"symbols_score_info":{"AGC":0.9}},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879778112,"gmtCreate":1636781953267,"gmtModify":1636781953384,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879778112","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-13 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862570478,"gmtCreate":1632895876535,"gmtModify":1632895952587,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Sell?","listText":"Sell?","text":"Sell?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/862570478","repostId":"1198528044","repostType":4,"repost":{"id":"1198528044","kind":"news","pubTimestamp":1632882697,"share":"https://www.laohu8.com/m/news/1198528044?lang=zh_CN&edition=full","pubTime":"2021-09-29 10:31","market":"us","language":"en","title":"Technically Speaking: Is The Market \"Melting-Up?\"<blockquote>从技术上讲：市场正在“融化”吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198528044","media":"seekingalpha","summary":"Summary\n\nGiven the Fed’s ongoing balance sheet operations, investors fully believe they have protect","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.</li>  <li>As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.</li>  <li>While it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent “this time is different”.</li> </ul> Is the<i>“market melting-up?”</i>Such was the question I received from my colleague at<i>Cut The Crap Investing.</i>It is an excellent question given the relentless increase in what investors believe is a<i>“no risk”</i>market.</p><p><blockquote><ul><li>鉴于美联储正在进行的资产负债表操作，投资者完全相信他们有能力免受经济衰退的影响。</li><li>与往常一样，投资大众相信未来的收益将证明在融化期间价格上涨是合理的。从来都不是那样的。</li><li>虽然在融化持续期间利用它是至关重要的，但不要过于自满“这次不同了”。</li></ul>是<i>“市场融化？”</i>这是我从我的同事那里收到的问题<i>少废话投资。</i>考虑到投资者认为的持续增长，这是一个很好的问题<i>“没有风险”</i>市场。</blockquote></p><p> Of course, we need a definition of precisely what constitutes a melt-up.</p><p><blockquote>当然，我们需要一个准确定义什么是融化。</blockquote></p><p>   <i>“A melt-up is a sustained and often unexpected improvement in the investment performance of an asset or asset class, driven partly</i>  <i><b>by a stampede of investors who don’t want to miss out on its rise,</b></i>  <i>rather than by fundamental improvements in the economy.“</i>–  <i>Investopedia</i>  Currently, there is sufficient evidence to support the idea of an exuberant market.<b><i>As noted previously:</i></b></p><p><blockquote><i>他说：“熔断是指一项资产或资产类别的投资表现持续且往往出乎意料的改善，部分原因是</i><i><b>不想错过其上涨机会的投资者蜂拥而至，</b></i><i>而不是经济的根本改善。”</i>–<i>投资百科</i>目前，有足够的证据支持市场繁荣的观点。<b><i>如前所述：</i></b></blockquote></p><p>   <i>“Near peaks of market cycles, investors become swept up by the underlying exuberance. That exuberance breeds the “rationalization” that “this time is different.” So how do you know the market is exuberant currently? Via Sentiment Trader:”</i>    <i>‘This type of market activity is an indication that markets have returned their ‘enthusiasm’ stage. Such is characterized by:’</i>  <ul>  <li><b><i>High optimism</i></b></li>  <li><b><i>Easy credit (too easy, with loose terms)</i></b></li>  <li><b><i>A rush of initial and secondary offerings</i></b></li>  <li><b><i>Risky stocks outperforming</i></b></li>  <li><b><i>Stretched valuations</i></b></li> </ul> <img src=\"https://static.tigerbbs.com/ff8de3a84084162ca86b415584bbf793\" tg-width=\"731\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote><i>“在市场周期接近顶峰时，投资者会被潜在的繁荣所席卷。这种繁荣滋生了“合理化”，即“这次不同了”。那么，你如何知道市场目前是繁荣的呢？通过情绪交易者：”</i><i>这种类型的市场活动表明市场已经回到了“热情”阶段。其特征在于：</i><ul><li><b><i>高度乐观</i></b></li><li><b><i>宽松信贷（太宽松，条款宽松）</i></b></li><li><b><i>首次和二次发行热潮</i></b></li><li><b><i>风险股跑赢大盘</i></b></li><li><b><i>估值过高</i></b></li></ul></blockquote></p><p> However, while one would expect individuals to exhibit caution in such an environment, the opposite is true. Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.</p><p><blockquote>然而，虽然人们会期望个人在这样的环境中表现出谨慎，但事实恰恰相反。鉴于美联储正在进行的资产负债表操作，投资者完全相信他们有能力免受经济衰退的影响。</blockquote></p><p> <b>A Visualization Of A Market Melting-Up</b></p><p><blockquote><b>市场融化的可视化</b></blockquote></p><p> It is often easier to visualize something rather than explain it.<b>Since 1900, only two previous market periods qualify as a melt-up: 1920-1929 and 1995-2000.</b>The chart below shows both periods in terms of price.</p><p><blockquote>想象某事通常比解释它更容易。<b>自1900年以来，只有两个市场时期符合熔化的条件：1920-1929年和1995-2000年。</b>下图显示了这两个时期的价格。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a218c7efe2ebd874d05c9ff7dd564436\" tg-width=\"797\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/9f193c9c32d55747bf7ff511c2f9fd53\" tg-width=\"793\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> However, the melt-up is also visually represented by the incredibly sharp rise in valuations. Such is essential because earnings are not rising at a fast enough clip to support higher prices.<b>As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.</b></p><p><blockquote>然而，估值的大幅上涨也直观地体现了这种融化。这一点至关重要，因为盈利增长速度不足以支撑价格上涨。<b>与往常一样，投资大众相信未来的收益将证明在融化期间价格上涨是合理的。从来都不是那样的。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/c69e418d5a19d6fd03b305ab111e3be3\" tg-width=\"794\" tg-height=\"440\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/af03d3bbd071b8edfdf3a19e2c7b0bcd\" tg-width=\"796\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> We can compare those two previous periods with the current advance from the March 2020 lows. Again, we see a very similar sharp advance in price combined with a surge in valuations. As expected, investors are currently hoping that future earnings will rise sharply enough to justify current prices. However, the justification for paying high prices is the Federal Reserve’s ongoing balance sheet expansion.</p><p><blockquote>我们可以将前两个时期与当前从2020年3月低点的上涨进行比较。我们再次看到非常相似的价格大幅上涨和估值飙升。正如预期的那样，投资者目前希望未来收益将大幅上涨，足以证明当前价格的合理性。然而，支付高价的理由是美联储持续的资产负债表扩张。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f3562aea27b24ad4921d0f5cd497e072\" tg-width=\"804\" tg-height=\"444\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The following chart looks that the price advance and valuation measures a little differently. It shows the current deviation from the long-term exponential growth trend. Not surprisingly, during a market<i>“melt-up,”</i>there is a rapid deviation from the growth trend matching the acceleration in valuations.</p><p><blockquote>下图显示，价格上涨和估值指标略有不同。它显示了当前与长期指数增长趋势的背离。毫不奇怪，在市场期间<i>“融化。”</i>与估值加速相匹配的增长趋势出现了快速背离。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1419cf4b2afdcdc0f61e0cad862f498d\" tg-width=\"836\" tg-height=\"460\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The problem with market<i>“melt-ups”</i>is not the melt-up itself but what always follows.</p><p><blockquote>市场的问题<i>“融化”</i>不是融化本身，而是随之而来的一切。</blockquote></p><p> <b>Melting-Up Leads To Melting-Down</b></p><p><blockquote><b>熔化导致熔化</b></blockquote></p><p> A market melting-up is exciting while it lasts. During melt-ups, investors begin to rationalize why<i>“this time is different.”</i>They start taking on excess leverage to try and capitalize on the rapid advance in prices, and fundamentals take a back seat to price momentum.</p><p><blockquote>市场融化持续下去是令人兴奋的。在熔断期间，投资者开始合理化原因<i>“这次不一样。”</i>他们开始过度杠杆，试图利用价格的快速上涨，基本面让位于价格动能。</blockquote></p><p></p><p> Market melt-ups are all about<i>“psychology.”</i><b>Historically, whatever has been the catalyst to spark the disregard of risk is readily witnessed in the corresponding surge in price and valuations.</b>The chart below shows the long-term deviations in relative strength, deviations, and valuations. The previous<i>‘melt-up”</i>periods should be easy to spot when compared with the advance currently.</p><p><blockquote>市场融化都是关于<i>“心理学。”</i><b>从历史上看，无论引发忽视风险的催化剂是什么，都很容易在价格和估值的相应飙升中看到。</b>下图显示了相对强度、偏差和估值的长期偏差。上一篇<i>“融化”</i>与目前的进展相比，时期应该很容易发现。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bc04cb25c0199dd17475a551a5dd7ec1\" tg-width=\"869\" tg-height=\"1024\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Given that current extensions match only a few rare periods in history, a couple of points should be readily apparent.</p><p><blockquote>鉴于目前的延期仅与历史上少数罕见的时期相匹配，有几点应该是显而易见的。</blockquote></p><p> <ol>  <li><b><i>Melt-ups can longer than logic would predict.</i></b></li>  <li><b><i>The prevailing psychology is always “this time is different.”</i></b></li>  <li><b><i>Valuations are dismissed in exchange for measures of momentum and forward expectations.</i></b></li>  <li><b><i>Investors take on excess leverage and risk in order to participate in a seemingly “can’t lose” market.</i></b></li>  <li><b><i>Lastly, and inevitably, “melt-ups” end and always in the worst possible outcomes.</i></b></li> </ol> It is essential to recognize the markets are in a<i>“melt-up,</i>” and the duration of that event is unknowable. Therefore, investors need a strategy to participate in the advance and mitigate the damage from the eventual<i>“melting-down.”</i></p><p><blockquote><ol><li><b><i>融化的时间可能比逻辑预测的要长。</i></b></li><li><b><i>普遍的心理总是“这次不一样了”。</i></b></li><li><b><i>估值被驳回，以换取动量和前瞻性预期的衡量标准。</i></b></li><li><b><i>投资者为了参与一个看似“输不起”的市场，承担了过多的杠杆和风险。</i></b></li><li><b><i>最后，不可避免的是，“融化”以最糟糕的结果告终。</i></b></li></ol>必须认识到市场正处于<i>“融化，</i>“而且该事件的持续时间是未知的。因此，投资者需要一种策略来参与提前并减轻最终的损失<i>“熔化。”</i></blockquote></p><p> <b>Surviving The Melt-Up</b></p><p><blockquote><b>在融化中幸存下来</b></blockquote></p><p> <b>As noted, none of this means the next</b><b><i>“bear market”</i></b><b>is lurking.</b>Given that a market melting-up is a function of psychology, they can last longer and go further than logic would predict. What is required to “<i>end”</i>a melt-up is an unanticipated exogenous event that changes psychology from bullish to bearish. Such is when the stampede for the exits occurs, and prices decline very quickly.</p><p><blockquote><b>如上所述，这些都不意味着下一个</b><b><i>“熊市”</i></b><b>正在潜伏。</b>鉴于市场融化是心理作用，它们可以持续更长时间，走得比逻辑预测的更远。需要什么“<i>结束“</i>融化是一种意想不到的外生事件，它将心理从看涨转变为看跌。这就是人们蜂拥退出的时候，价格会迅速下跌。</blockquote></p><p> As such, investors need a set of guidelines to participate in the market advance. But, of course, the hard part is keeping those gains when corrections inevitably occur.</p><p><blockquote>因此，投资者需要一套指导方针来参与市场上涨。但是，当然，困难的部分是在不可避免地发生调整时保持这些收益。</blockquote></p><p> As portfolio managers for our clients, such is precisely the approach we must take. Accordingly, I have provided a general overview of the process that we employ.</p><p><blockquote>作为客户的投资组合经理，这正是我们必须采取的方法。因此，我提供了我们采用的流程的总体概述。</blockquote></p><p> <ol>  <li><i><b>Tighten up stop-loss levels</b></i><i>to current support levels for each position.(Provides identifiable exit points when the market reverses.)</i></li>  <li><i><b>Hedge portfolios</b></i><i>against major market declines.(Non-correlated assets, short-market positions, index put options)</i></li>  <li><i><b>Take profits</b></i><i>in positions that have been big winners(Rebalancing overbought or extended positions to capture gains but continue to participate in the advance.)</i></li>  <li><i><b>Sell laggards</b></i><i>and losers</i>.<i>(If something isn’t working in a market melt-up, it most likely won’t work during a broad decline. Better to eliminate the risk early.)</i></li>  <li><i><b>Raise cash</b></i><i>and rebalance portfolios to target weightings.(Rebalancing risk on a regular basis keeps hidden risks somewhat mitigated.)</i></li> </ol> <b>Notice, nothing in there says,</b><b><i>“sell everything and go to cash.”</i></b></p><p><blockquote><ol><li><i><b>收紧止损水平</b></i><i>每个头寸的当前支撑位。（当市场反转时提供可识别的退出点。）</i></li><li><i><b>对冲投资组合</b></i><i>（非相关资产、空头市场头寸、指数看跌期权）</i></li><li><i><b>获利了结</b></i><i>在已经成为大赢家的头寸中（重新平衡超买或扩展头寸以获取收益，但继续参与上涨。）</i></li><li><i><b>出售落后者</b></i><i>和失败者</i>.<i>（如果某些东西在市场融化时不起作用，那么在广泛下跌时很可能也不会起作用。最好尽早消除风险。）</i></li><li><i><b>筹集现金</b></i><i>并重新平衡投资组合以达到目标权重。（定期重新平衡风险可以在一定程度上减轻隐藏的风险。）</i></li></ol><b>注意，里面没有任何东西说，</b><b><i>“卖掉所有东西，去兑现。”</i></b></blockquote></p><p> There will be a time to raise significant levels of cash. A good portfolio management strategy will automatically ensure that<i>“stop-loss”</i>levels get triggered, exposure decreases, and cash levels rise when the selling begins.</p><p><blockquote>将会有一段时间来筹集大量现金。一个好的投资组合管理策略会自动确保<i>“止损”</i>当出售开始时，水平被触发，风险减少，现金水平上升。</blockquote></p><p> While it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent<i>“this time is different.”</i></p><p><blockquote>虽然有必要在融化持续期间利用它，但不要过于自满<i>“这次不一样。”</i></blockquote></p><p> It likely isn’t.</p><p><blockquote>很可能不是。</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>Technically Speaking: Is The Market \"Melting-Up?\"<blockquote>从技术上讲：市场正在“融化”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\">\nTechnically Speaking: Is The Market \"Melting-Up?\"<blockquote>从技术上讲：市场正在“融化”吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-09-29 10:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.</li>  <li>As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.</li>  <li>While it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent “this time is different”.</li> </ul> Is the<i>“market melting-up?”</i>Such was the question I received from my colleague at<i>Cut The Crap Investing.</i>It is an excellent question given the relentless increase in what investors believe is a<i>“no risk”</i>market.</p><p><blockquote><ul><li>鉴于美联储正在进行的资产负债表操作，投资者完全相信他们有能力免受经济衰退的影响。</li><li>与往常一样，投资大众相信未来的收益将证明在融化期间价格上涨是合理的。从来都不是那样的。</li><li>虽然在融化持续期间利用它是至关重要的，但不要过于自满“这次不同了”。</li></ul>是<i>“市场融化？”</i>这是我从我的同事那里收到的问题<i>少废话投资。</i>考虑到投资者认为的持续增长，这是一个很好的问题<i>“没有风险”</i>市场。</blockquote></p><p> Of course, we need a definition of precisely what constitutes a melt-up.</p><p><blockquote>当然，我们需要一个准确定义什么是融化。</blockquote></p><p>   <i>“A melt-up is a sustained and often unexpected improvement in the investment performance of an asset or asset class, driven partly</i>  <i><b>by a stampede of investors who don’t want to miss out on its rise,</b></i>  <i>rather than by fundamental improvements in the economy.“</i>–  <i>Investopedia</i>  Currently, there is sufficient evidence to support the idea of an exuberant market.<b><i>As noted previously:</i></b></p><p><blockquote><i>他说：“熔断是指一项资产或资产类别的投资表现持续且往往出乎意料的改善，部分原因是</i><i><b>不想错过其上涨机会的投资者蜂拥而至，</b></i><i>而不是经济的根本改善。”</i>–<i>投资百科</i>目前，有足够的证据支持市场繁荣的观点。<b><i>如前所述：</i></b></blockquote></p><p>   <i>“Near peaks of market cycles, investors become swept up by the underlying exuberance. That exuberance breeds the “rationalization” that “this time is different.” So how do you know the market is exuberant currently? Via Sentiment Trader:”</i>    <i>‘This type of market activity is an indication that markets have returned their ‘enthusiasm’ stage. Such is characterized by:’</i>  <ul>  <li><b><i>High optimism</i></b></li>  <li><b><i>Easy credit (too easy, with loose terms)</i></b></li>  <li><b><i>A rush of initial and secondary offerings</i></b></li>  <li><b><i>Risky stocks outperforming</i></b></li>  <li><b><i>Stretched valuations</i></b></li> </ul> <img src=\"https://static.tigerbbs.com/ff8de3a84084162ca86b415584bbf793\" tg-width=\"731\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote><i>“在市场周期接近顶峰时，投资者会被潜在的繁荣所席卷。这种繁荣滋生了“合理化”，即“这次不同了”。那么，你如何知道市场目前是繁荣的呢？通过情绪交易者：”</i><i>这种类型的市场活动表明市场已经回到了“热情”阶段。其特征在于：</i><ul><li><b><i>高度乐观</i></b></li><li><b><i>宽松信贷（太宽松，条款宽松）</i></b></li><li><b><i>首次和二次发行热潮</i></b></li><li><b><i>风险股跑赢大盘</i></b></li><li><b><i>估值过高</i></b></li></ul></blockquote></p><p> However, while one would expect individuals to exhibit caution in such an environment, the opposite is true. Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.</p><p><blockquote>然而，虽然人们会期望个人在这样的环境中表现出谨慎，但事实恰恰相反。鉴于美联储正在进行的资产负债表操作，投资者完全相信他们有能力免受经济衰退的影响。</blockquote></p><p> <b>A Visualization Of A Market Melting-Up</b></p><p><blockquote><b>市场融化的可视化</b></blockquote></p><p> It is often easier to visualize something rather than explain it.<b>Since 1900, only two previous market periods qualify as a melt-up: 1920-1929 and 1995-2000.</b>The chart below shows both periods in terms of price.</p><p><blockquote>想象某事通常比解释它更容易。<b>自1900年以来，只有两个市场时期符合熔化的条件：1920-1929年和1995-2000年。</b>下图显示了这两个时期的价格。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a218c7efe2ebd874d05c9ff7dd564436\" tg-width=\"797\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/9f193c9c32d55747bf7ff511c2f9fd53\" tg-width=\"793\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> However, the melt-up is also visually represented by the incredibly sharp rise in valuations. Such is essential because earnings are not rising at a fast enough clip to support higher prices.<b>As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.</b></p><p><blockquote>然而，估值的大幅上涨也直观地体现了这种融化。这一点至关重要，因为盈利增长速度不足以支撑价格上涨。<b>与往常一样，投资大众相信未来的收益将证明在融化期间价格上涨是合理的。从来都不是那样的。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/c69e418d5a19d6fd03b305ab111e3be3\" tg-width=\"794\" tg-height=\"440\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/af03d3bbd071b8edfdf3a19e2c7b0bcd\" tg-width=\"796\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> We can compare those two previous periods with the current advance from the March 2020 lows. Again, we see a very similar sharp advance in price combined with a surge in valuations. As expected, investors are currently hoping that future earnings will rise sharply enough to justify current prices. However, the justification for paying high prices is the Federal Reserve’s ongoing balance sheet expansion.</p><p><blockquote>我们可以将前两个时期与当前从2020年3月低点的上涨进行比较。我们再次看到非常相似的价格大幅上涨和估值飙升。正如预期的那样，投资者目前希望未来收益将大幅上涨，足以证明当前价格的合理性。然而，支付高价的理由是美联储持续的资产负债表扩张。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f3562aea27b24ad4921d0f5cd497e072\" tg-width=\"804\" tg-height=\"444\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The following chart looks that the price advance and valuation measures a little differently. It shows the current deviation from the long-term exponential growth trend. Not surprisingly, during a market<i>“melt-up,”</i>there is a rapid deviation from the growth trend matching the acceleration in valuations.</p><p><blockquote>下图显示，价格上涨和估值指标略有不同。它显示了当前与长期指数增长趋势的背离。毫不奇怪，在市场期间<i>“融化。”</i>与估值加速相匹配的增长趋势出现了快速背离。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1419cf4b2afdcdc0f61e0cad862f498d\" tg-width=\"836\" tg-height=\"460\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The problem with market<i>“melt-ups”</i>is not the melt-up itself but what always follows.</p><p><blockquote>市场的问题<i>“融化”</i>不是融化本身，而是随之而来的一切。</blockquote></p><p> <b>Melting-Up Leads To Melting-Down</b></p><p><blockquote><b>熔化导致熔化</b></blockquote></p><p> A market melting-up is exciting while it lasts. During melt-ups, investors begin to rationalize why<i>“this time is different.”</i>They start taking on excess leverage to try and capitalize on the rapid advance in prices, and fundamentals take a back seat to price momentum.</p><p><blockquote>市场融化持续下去是令人兴奋的。在熔断期间，投资者开始合理化原因<i>“这次不一样。”</i>他们开始过度杠杆，试图利用价格的快速上涨，基本面让位于价格动能。</blockquote></p><p></p><p> Market melt-ups are all about<i>“psychology.”</i><b>Historically, whatever has been the catalyst to spark the disregard of risk is readily witnessed in the corresponding surge in price and valuations.</b>The chart below shows the long-term deviations in relative strength, deviations, and valuations. The previous<i>‘melt-up”</i>periods should be easy to spot when compared with the advance currently.</p><p><blockquote>市场融化都是关于<i>“心理学。”</i><b>从历史上看，无论引发忽视风险的催化剂是什么，都很容易在价格和估值的相应飙升中看到。</b>下图显示了相对强度、偏差和估值的长期偏差。上一篇<i>“融化”</i>与目前的进展相比，时期应该很容易发现。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bc04cb25c0199dd17475a551a5dd7ec1\" tg-width=\"869\" tg-height=\"1024\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Given that current extensions match only a few rare periods in history, a couple of points should be readily apparent.</p><p><blockquote>鉴于目前的延期仅与历史上少数罕见的时期相匹配，有几点应该是显而易见的。</blockquote></p><p> <ol>  <li><b><i>Melt-ups can longer than logic would predict.</i></b></li>  <li><b><i>The prevailing psychology is always “this time is different.”</i></b></li>  <li><b><i>Valuations are dismissed in exchange for measures of momentum and forward expectations.</i></b></li>  <li><b><i>Investors take on excess leverage and risk in order to participate in a seemingly “can’t lose” market.</i></b></li>  <li><b><i>Lastly, and inevitably, “melt-ups” end and always in the worst possible outcomes.</i></b></li> </ol> It is essential to recognize the markets are in a<i>“melt-up,</i>” and the duration of that event is unknowable. Therefore, investors need a strategy to participate in the advance and mitigate the damage from the eventual<i>“melting-down.”</i></p><p><blockquote><ol><li><b><i>融化的时间可能比逻辑预测的要长。</i></b></li><li><b><i>普遍的心理总是“这次不一样了”。</i></b></li><li><b><i>估值被驳回，以换取动量和前瞻性预期的衡量标准。</i></b></li><li><b><i>投资者为了参与一个看似“输不起”的市场，承担了过多的杠杆和风险。</i></b></li><li><b><i>最后，不可避免的是，“融化”以最糟糕的结果告终。</i></b></li></ol>必须认识到市场正处于<i>“融化，</i>“而且该事件的持续时间是未知的。因此，投资者需要一种策略来参与提前并减轻最终的损失<i>“熔化。”</i></blockquote></p><p> <b>Surviving The Melt-Up</b></p><p><blockquote><b>在融化中幸存下来</b></blockquote></p><p> <b>As noted, none of this means the next</b><b><i>“bear market”</i></b><b>is lurking.</b>Given that a market melting-up is a function of psychology, they can last longer and go further than logic would predict. What is required to “<i>end”</i>a melt-up is an unanticipated exogenous event that changes psychology from bullish to bearish. Such is when the stampede for the exits occurs, and prices decline very quickly.</p><p><blockquote><b>如上所述，这些都不意味着下一个</b><b><i>“熊市”</i></b><b>正在潜伏。</b>鉴于市场融化是心理作用，它们可以持续更长时间，走得比逻辑预测的更远。需要什么“<i>结束“</i>融化是一种意想不到的外生事件，它将心理从看涨转变为看跌。这就是人们蜂拥退出的时候，价格会迅速下跌。</blockquote></p><p> As such, investors need a set of guidelines to participate in the market advance. But, of course, the hard part is keeping those gains when corrections inevitably occur.</p><p><blockquote>因此，投资者需要一套指导方针来参与市场上涨。但是，当然，困难的部分是在不可避免地发生调整时保持这些收益。</blockquote></p><p> As portfolio managers for our clients, such is precisely the approach we must take. Accordingly, I have provided a general overview of the process that we employ.</p><p><blockquote>作为客户的投资组合经理，这正是我们必须采取的方法。因此，我提供了我们采用的流程的总体概述。</blockquote></p><p> <ol>  <li><i><b>Tighten up stop-loss levels</b></i><i>to current support levels for each position.(Provides identifiable exit points when the market reverses.)</i></li>  <li><i><b>Hedge portfolios</b></i><i>against major market declines.(Non-correlated assets, short-market positions, index put options)</i></li>  <li><i><b>Take profits</b></i><i>in positions that have been big winners(Rebalancing overbought or extended positions to capture gains but continue to participate in the advance.)</i></li>  <li><i><b>Sell laggards</b></i><i>and losers</i>.<i>(If something isn’t working in a market melt-up, it most likely won’t work during a broad decline. Better to eliminate the risk early.)</i></li>  <li><i><b>Raise cash</b></i><i>and rebalance portfolios to target weightings.(Rebalancing risk on a regular basis keeps hidden risks somewhat mitigated.)</i></li> </ol> <b>Notice, nothing in there says,</b><b><i>“sell everything and go to cash.”</i></b></p><p><blockquote><ol><li><i><b>收紧止损水平</b></i><i>每个头寸的当前支撑位。（当市场反转时提供可识别的退出点。）</i></li><li><i><b>对冲投资组合</b></i><i>（非相关资产、空头市场头寸、指数看跌期权）</i></li><li><i><b>获利了结</b></i><i>在已经成为大赢家的头寸中（重新平衡超买或扩展头寸以获取收益，但继续参与上涨。）</i></li><li><i><b>出售落后者</b></i><i>和失败者</i>.<i>（如果某些东西在市场融化时不起作用，那么在广泛下跌时很可能也不会起作用。最好尽早消除风险。）</i></li><li><i><b>筹集现金</b></i><i>并重新平衡投资组合以达到目标权重。（定期重新平衡风险可以在一定程度上减轻隐藏的风险。）</i></li></ol><b>注意，里面没有任何东西说，</b><b><i>“卖掉所有东西，去兑现。”</i></b></blockquote></p><p> There will be a time to raise significant levels of cash. A good portfolio management strategy will automatically ensure that<i>“stop-loss”</i>levels get triggered, exposure decreases, and cash levels rise when the selling begins.</p><p><blockquote>将会有一段时间来筹集大量现金。一个好的投资组合管理策略会自动确保<i>“止损”</i>当出售开始时，水平被触发，风险减少，现金水平上升。</blockquote></p><p> While it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent<i>“this time is different.”</i></p><p><blockquote>虽然有必要在融化持续期间利用它，但不要过于自满<i>“这次不一样。”</i></blockquote></p><p> It likely isn’t.</p><p><blockquote>很可能不是。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4457469-technically-speaking-is-the-market-melting-up\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4457469-technically-speaking-is-the-market-melting-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198528044","content_text":"Summary\n\nGiven the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.\nAs is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.\nWhile it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent “this time is different”.\n\nIs the“market melting-up?”Such was the question I received from my colleague atCut The Crap Investing.It is an excellent question given the relentless increase in what investors believe is a“no risk”market.\nOf course, we need a definition of precisely what constitutes a melt-up.\n\n“A melt-up is a sustained and often unexpected improvement in the investment performance of an asset or asset class, driven partly\nby a stampede of investors who don’t want to miss out on its rise,\nrather than by fundamental improvements in the economy.“–\n Investopedia\n\nCurrently, there is sufficient evidence to support the idea of an exuberant market.As noted previously:\n\n“Near peaks of market cycles, investors become swept up by the underlying exuberance. That exuberance breeds the “rationalization” that “this time is different.” So how do you know the market is exuberant currently? Via Sentiment Trader:”\n\n\n‘This type of market activity is an indication that markets have returned their ‘enthusiasm’ stage. Such is characterized by:’\n\n\nHigh optimism\nEasy credit (too easy, with loose terms)\nA rush of initial and secondary offerings\nRisky stocks outperforming\nStretched valuations\n\n\nHowever, while one would expect individuals to exhibit caution in such an environment, the opposite is true. Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.\nA Visualization Of A Market Melting-Up\nIt is often easier to visualize something rather than explain it.Since 1900, only two previous market periods qualify as a melt-up: 1920-1929 and 1995-2000.The chart below shows both periods in terms of price.\n\nHowever, the melt-up is also visually represented by the incredibly sharp rise in valuations. Such is essential because earnings are not rising at a fast enough clip to support higher prices.As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.\n\nWe can compare those two previous periods with the current advance from the March 2020 lows. Again, we see a very similar sharp advance in price combined with a surge in valuations. As expected, investors are currently hoping that future earnings will rise sharply enough to justify current prices. However, the justification for paying high prices is the Federal Reserve’s ongoing balance sheet expansion.\n\nThe following chart looks that the price advance and valuation measures a little differently. It shows the current deviation from the long-term exponential growth trend. Not surprisingly, during a market“melt-up,”there is a rapid deviation from the growth trend matching the acceleration in valuations.\n\nThe problem with market“melt-ups”is not the melt-up itself but what always follows.\nMelting-Up Leads To Melting-Down\nA market melting-up is exciting while it lasts. During melt-ups, investors begin to rationalize why“this time is different.”They start taking on excess leverage to try and capitalize on the rapid advance in prices, and fundamentals take a back seat to price momentum.\nMarket melt-ups are all about“psychology.”Historically, whatever has been the catalyst to spark the disregard of risk is readily witnessed in the corresponding surge in price and valuations.The chart below shows the long-term deviations in relative strength, deviations, and valuations. The previous‘melt-up”periods should be easy to spot when compared with the advance currently.\n\nGiven that current extensions match only a few rare periods in history, a couple of points should be readily apparent.\n\nMelt-ups can longer than logic would predict.\nThe prevailing psychology is always “this time is different.”\nValuations are dismissed in exchange for measures of momentum and forward expectations.\nInvestors take on excess leverage and risk in order to participate in a seemingly “can’t lose” market.\nLastly, and inevitably, “melt-ups” end and always in the worst possible outcomes.\n\nIt is essential to recognize the markets are in a“melt-up,” and the duration of that event is unknowable. Therefore, investors need a strategy to participate in the advance and mitigate the damage from the eventual“melting-down.”\nSurviving The Melt-Up\nAs noted, none of this means the next“bear market”is lurking.Given that a market melting-up is a function of psychology, they can last longer and go further than logic would predict. What is required to “end”a melt-up is an unanticipated exogenous event that changes psychology from bullish to bearish. Such is when the stampede for the exits occurs, and prices decline very quickly.\nAs such, investors need a set of guidelines to participate in the market advance. But, of course, the hard part is keeping those gains when corrections inevitably occur.\nAs portfolio managers for our clients, such is precisely the approach we must take. Accordingly, I have provided a general overview of the process that we employ.\n\nTighten up stop-loss levelsto current support levels for each position.(Provides identifiable exit points when the market reverses.)\nHedge portfoliosagainst major market declines.(Non-correlated assets, short-market positions, index put options)\nTake profitsin positions that have been big winners(Rebalancing overbought or extended positions to capture gains but continue to participate in the advance.)\nSell laggardsand losers.(If something isn’t working in a market melt-up, it most likely won’t work during a broad decline. Better to eliminate the risk early.)\nRaise cashand rebalance portfolios to target weightings.(Rebalancing risk on a regular basis keeps hidden risks somewhat mitigated.)\n\nNotice, nothing in there says,“sell everything and go to cash.”\nThere will be a time to raise significant levels of cash. A good portfolio management strategy will automatically ensure that“stop-loss”levels get triggered, exposure decreases, and cash levels rise when the selling begins.\nWhile it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent“this time is different.”\nIt likely isn’t.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176600276,"gmtCreate":1626878001895,"gmtModify":1631893629138,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Summary meaning what? Can someone explain?","listText":"Summary meaning what? Can someone explain?","text":"Summary meaning what? Can someone explain?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/176600276","repostId":"1107219983","repostType":4,"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142174859,"gmtCreate":1626139183271,"gmtModify":1631893629164,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Awesome! We shld all dig out our old games console and sell them!","listText":"Awesome! We shld all dig out our old games console and sell them!","text":"Awesome! We shld all dig out our old games console and sell them!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/142174859","repostId":"1131092552","repostType":4,"repost":{"id":"1131092552","kind":"news","pubTimestamp":1626138797,"share":"https://www.laohu8.com/m/news/1131092552?lang=zh_CN&edition=full","pubTime":"2021-07-13 09:13","market":"us","language":"en","title":"Super Mario 64 Video Game Sells for $1.56 Million<blockquote>《超级马里奥64》电子游戏售价156万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131092552","media":"newyork times","summary":"The sale, to an anonymous bidder, set a record just two days after a copy of The Legend of Zelda sol","content":"<p>  The sale, to an anonymous bidder, set a record just two days after a copy of The Legend of Zelda sold for $870,000, according to Heritage Auctions.  An anonymous buyer has paid $1.56 million for a 25-year-old copy of Super Mario 64 in its original packaging, a record price for a video game, according to the auction house that sold it.</p><p><blockquote>据Heritage Auctions称，就在一本《塞尔达传说》以87万美元的价格售出两天后，这场拍卖给了一位匿名竞标者，创下了纪录。据出售该游戏的拍卖行称，一位匿名买家以156万美元的价格购买了一本已有25年历史的原始包装《超级马里奥64》，这是视频游戏的创纪录价格。</blockquote></p><p> Heritage Auctions said that it received 16 bids leading up to and during the live auction on Sunday for the mainly pristine condition 3-D Super Mario game, which sold for about $60 when it was released in 1996 and was the best-selling game for the Nintendo 64 console.</p><p><blockquote>Heritage Auctions表示，在周日的现场拍卖之前和期间，它收到了16个出价，拍卖主要是原始状态的3D超级马里奥游戏，该游戏在1996年发布时售价约为60美元，是任天堂64游戏机最畅销的游戏。</blockquote></p><p> The top bid was $1.3 million, according to Heritage Auctions, which added a buyer’s premium of 20 percent to the gavel price to bring the total to $1.56 million.</p><p><blockquote>根据Heritage Auctions的数据，最高出价为130万美元，在拍卖价格的基础上增加了20%的买家溢价，使总出价达到156万美元。</blockquote></p><p> The price sent shock waves through gaming and collecting circles, even aftera recent uptick in five- and six-figure salesof rare video games to investment-minded buyers. The sale was announced just two days after Heritage Auctions said that an early production copy of The Legend of Zelda from 1987 had sold for $870,000.</p><p><blockquote>尽管最近向具有投资意识的买家出售的稀有视频游戏达到了五位数和六位数，但这一价格还是在游戏和收藏界引起了冲击波。就在两天前，Heritage Auctions表示，1987年《塞尔达传说》的早期制作副本以87万美元的价格售出。</blockquote></p><p> Valarie McLeckie, the consignment director for video games at Heritage Auctions, said in an interview on Monday that she was astounded by the outcome of the Mario 64 auction.</p><p><blockquote>Heritage Auctions视频游戏寄售总监Valarie McLeckie在周一接受采访时表示，她对《马里奥64》拍卖的结果感到震惊。</blockquote></p><p> “I was blindsided, to be quite honest with you,” she said. “Never in my wildest dreams did I expect the price that was realized would become a reality.”</p><p><blockquote>“老实说，我措手不及，”她说。“我做梦也没想到，实现的代价会变成现实。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d7105186c23b4b61192148846dc21ac\" tg-width=\"589\" tg-height=\"544\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The game, which was part of a private collection, is sealed inside a clear plastic case resembling the anti-theft boxes used by retail stores. It includes a certification from Wata Games, an authentication company, attesting to its “like new” and factory-sealed condition, in its original shrink-wrapping.</p><p><blockquote>这款游戏是私人收藏的一部分，被密封在一个透明的塑料盒里，类似于零售店使用的防盗盒。它包括认证公司Wata Games的认证，证明其原始收缩包装中的“像新的一样”和工厂密封状态。</blockquote></p><p> Ms. McLeckie said that video game characters often evoke a sense of nostalgia, particularly Mario, who, with his brother, Luigi, first appeared on the screens of Nintendo players in 1985 inSuper Mario Bros.</p><p><blockquote>麦克莱基女士说，电子游戏角色经常唤起人们的怀旧感，尤其是马里奥，他和他的兄弟路易吉在1985年的《马里奥兄弟》中首次出现在任天堂玩家的屏幕上。</blockquote></p><p> In the original game, Mario must save the peace-loving Mushroom People from the Koopa, a tribe of turtles known for their black magic. The game spawned an enduring theme song and multiple variations, including Super Mario 64, in which Mario faces an array of obstacles and adversaries as he tries to rescue the kidnapped Princess Peach from the villain Bowser.</p><p><blockquote>在最初的游戏中，马里奥必须从库帕人手中拯救热爱和平的蘑菇人，库帕人是一个以黑魔法闻名的海龟部落。这款游戏催生了一首经久不衰的主题曲和多种变体，包括《超级马里奥64》，其中马里奥在试图从反派布瑟手中救出被绑架的桃子公主时面临着一系列障碍和对手。</blockquote></p><p> “He’s like the Mickey Mouse of video games,” Ms. McLeckie said of Mario. “He’s just so recognizable and really resonates with a wide audience of people.”</p><p><blockquote>“他就像电子游戏中的米老鼠，”麦克莱基女士谈到马里奥时说。“他的辨识度很高，确实能引起广大观众的共鸣。”</blockquote></p><p> Chris Kohler, a video game historian and the editorial director of Digital Eclipse, a video game studio that makes collections of classic games, said in an interview on Monday that he would have expected an older video game to contend for the sales record. He said that collectors could find copies of Super Mario 64 — not in mint condition but with the original box — for much less.</p><p><blockquote>视频游戏历史学家、制作经典游戏合集的视频游戏工作室Digital Eclipse的编辑总监克里斯·科勒(Chris Kohler)在周一接受采访时表示，他原本预计一款较老的视频游戏会争夺销售记录。他说，收藏家可以以更低的价格找到《超级马里奥64》的副本——不是全新的，而是有原包装盒的。</blockquote></p><p> “That was what kind of blew me away about that sale,” he said.</p><p><blockquote>“这就是那次销售让我大吃一惊的地方，”他说。</blockquote></p><p> Mr. Kohler said he remembered spending part of his first paycheck on Super Mario 64 when it was released.</p><p><blockquote>科勒先生说，他记得当《超级马里奥64》发行时，他把第一份薪水的一部分花在了这部电影上。</blockquote></p><p> “If you had told me at that point that somebody was going to buy a sealed one for $1.5 million in 25 years’ time, I don’t know what I would have done,” he said.</p><p><blockquote>“如果你当时告诉我，25年后有人要花150万美元购买一个密封的，我不知道我会怎么做，”他说。</blockquote></p><p> Many buyers are new to collecting video games and have crossed over from comic books and coins, according to Mr. Kohler.</p><p><blockquote>科勒表示，许多买家是收集电子游戏的新手，已经从漫画书和硬币转向了收藏。</blockquote></p><p> Don’t expect an unboxing video from the buyer, whom the auction house declined to identify. Ms. McLeckie laughed when asked whether the collector would actually play the game.</p><p><blockquote>不要指望买家会发布拆箱视频，拍卖行拒绝透露买家的身份。当被问及收藏家是否真的会玩这个游戏时，麦克莱基女士笑了。</blockquote></p><p> “I can say with certainty they’re going to leave it as is,” she said.</p><p><blockquote>“我可以肯定地说，他们会让它保持原样，”她说。</blockquote></p><p> In April, an unopened copy of Super Mario Bros. that had been bought in 1986 as a Christmas gift but sat forgotten in a desk drawerfetched $660,000, a record at the time, according to Heritage Auctions, which also brokered that sale.</p><p><blockquote>据Heritage Auctions称，今年4月，一本未开封的《超级马里奥兄弟》(Super Mario Bros.)以66万美元的价格售出，创下了当时的纪录，该公司也是此次拍卖的经纪人。</blockquote></p><p> Then on Friday, a 1987 edition of The Legend of Zelda sold for $870,000. Heritage Auctions said it was one of two sealed copies from the game’s earliest production runs that had been authenticated.</p><p><blockquote>然后在周五，一本1987年版的《塞尔达传说》以87万美元的价格售出。Heritage Auctions表示，这是该游戏最早生产的两份已被认证的密封副本之一。</blockquote></p><p> As the sales records keep toppling, the resulting frenzy has sent serious and casual gamers alike rummaging through their drawers and closets.</p><p><blockquote>随着销售记录不断被打破，由此产生的狂热让严肃和休闲的游戏玩家都翻遍了他们的抽屉和壁橱。</blockquote></p><p> “As you can imagine,” Ms. McLeckie said, “I’ve gotten a lot of inquiries this morning from hopefuls that maybe their video game is worth $1 million.”</p><p><blockquote>“你可以想象，”麦克莱基女士说，“今天早上我收到了很多有希望的人的询问，他们的视频游戏可能价值100万美元。”</blockquote></p><p></p>","source":"lsy1605590967916","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>Super Mario 64 Video Game Sells for $1.56 Million<blockquote>《超级马里奥64》电子游戏售价156万美元</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\">\nSuper Mario 64 Video Game Sells for $1.56 Million<blockquote>《超级马里奥64》电子游戏售价156万美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">newyork times</strong><span class=\"h-time small\">2021-07-13 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  The sale, to an anonymous bidder, set a record just two days after a copy of The Legend of Zelda sold for $870,000, according to Heritage Auctions.  An anonymous buyer has paid $1.56 million for a 25-year-old copy of Super Mario 64 in its original packaging, a record price for a video game, according to the auction house that sold it.</p><p><blockquote>据Heritage Auctions称，就在一本《塞尔达传说》以87万美元的价格售出两天后，这场拍卖给了一位匿名竞标者，创下了纪录。据出售该游戏的拍卖行称，一位匿名买家以156万美元的价格购买了一本已有25年历史的原始包装《超级马里奥64》，这是视频游戏的创纪录价格。</blockquote></p><p> Heritage Auctions said that it received 16 bids leading up to and during the live auction on Sunday for the mainly pristine condition 3-D Super Mario game, which sold for about $60 when it was released in 1996 and was the best-selling game for the Nintendo 64 console.</p><p><blockquote>Heritage Auctions表示，在周日的现场拍卖之前和期间，它收到了16个出价，拍卖主要是原始状态的3D超级马里奥游戏，该游戏在1996年发布时售价约为60美元，是任天堂64游戏机最畅销的游戏。</blockquote></p><p> The top bid was $1.3 million, according to Heritage Auctions, which added a buyer’s premium of 20 percent to the gavel price to bring the total to $1.56 million.</p><p><blockquote>根据Heritage Auctions的数据，最高出价为130万美元，在拍卖价格的基础上增加了20%的买家溢价，使总出价达到156万美元。</blockquote></p><p> The price sent shock waves through gaming and collecting circles, even aftera recent uptick in five- and six-figure salesof rare video games to investment-minded buyers. The sale was announced just two days after Heritage Auctions said that an early production copy of The Legend of Zelda from 1987 had sold for $870,000.</p><p><blockquote>尽管最近向具有投资意识的买家出售的稀有视频游戏达到了五位数和六位数，但这一价格还是在游戏和收藏界引起了冲击波。就在两天前，Heritage Auctions表示，1987年《塞尔达传说》的早期制作副本以87万美元的价格售出。</blockquote></p><p> Valarie McLeckie, the consignment director for video games at Heritage Auctions, said in an interview on Monday that she was astounded by the outcome of the Mario 64 auction.</p><p><blockquote>Heritage Auctions视频游戏寄售总监Valarie McLeckie在周一接受采访时表示，她对《马里奥64》拍卖的结果感到震惊。</blockquote></p><p> “I was blindsided, to be quite honest with you,” she said. “Never in my wildest dreams did I expect the price that was realized would become a reality.”</p><p><blockquote>“老实说，我措手不及，”她说。“我做梦也没想到，实现的代价会变成现实。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d7105186c23b4b61192148846dc21ac\" tg-width=\"589\" tg-height=\"544\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The game, which was part of a private collection, is sealed inside a clear plastic case resembling the anti-theft boxes used by retail stores. It includes a certification from Wata Games, an authentication company, attesting to its “like new” and factory-sealed condition, in its original shrink-wrapping.</p><p><blockquote>这款游戏是私人收藏的一部分，被密封在一个透明的塑料盒里，类似于零售店使用的防盗盒。它包括认证公司Wata Games的认证，证明其原始收缩包装中的“像新的一样”和工厂密封状态。</blockquote></p><p> Ms. McLeckie said that video game characters often evoke a sense of nostalgia, particularly Mario, who, with his brother, Luigi, first appeared on the screens of Nintendo players in 1985 inSuper Mario Bros.</p><p><blockquote>麦克莱基女士说，电子游戏角色经常唤起人们的怀旧感，尤其是马里奥，他和他的兄弟路易吉在1985年的《马里奥兄弟》中首次出现在任天堂玩家的屏幕上。</blockquote></p><p> In the original game, Mario must save the peace-loving Mushroom People from the Koopa, a tribe of turtles known for their black magic. The game spawned an enduring theme song and multiple variations, including Super Mario 64, in which Mario faces an array of obstacles and adversaries as he tries to rescue the kidnapped Princess Peach from the villain Bowser.</p><p><blockquote>在最初的游戏中，马里奥必须从库帕人手中拯救热爱和平的蘑菇人，库帕人是一个以黑魔法闻名的海龟部落。这款游戏催生了一首经久不衰的主题曲和多种变体，包括《超级马里奥64》，其中马里奥在试图从反派布瑟手中救出被绑架的桃子公主时面临着一系列障碍和对手。</blockquote></p><p> “He’s like the Mickey Mouse of video games,” Ms. McLeckie said of Mario. “He’s just so recognizable and really resonates with a wide audience of people.”</p><p><blockquote>“他就像电子游戏中的米老鼠，”麦克莱基女士谈到马里奥时说。“他的辨识度很高，确实能引起广大观众的共鸣。”</blockquote></p><p> Chris Kohler, a video game historian and the editorial director of Digital Eclipse, a video game studio that makes collections of classic games, said in an interview on Monday that he would have expected an older video game to contend for the sales record. He said that collectors could find copies of Super Mario 64 — not in mint condition but with the original box — for much less.</p><p><blockquote>视频游戏历史学家、制作经典游戏合集的视频游戏工作室Digital Eclipse的编辑总监克里斯·科勒(Chris Kohler)在周一接受采访时表示，他原本预计一款较老的视频游戏会争夺销售记录。他说，收藏家可以以更低的价格找到《超级马里奥64》的副本——不是全新的，而是有原包装盒的。</blockquote></p><p> “That was what kind of blew me away about that sale,” he said.</p><p><blockquote>“这就是那次销售让我大吃一惊的地方，”他说。</blockquote></p><p> Mr. Kohler said he remembered spending part of his first paycheck on Super Mario 64 when it was released.</p><p><blockquote>科勒先生说，他记得当《超级马里奥64》发行时，他把第一份薪水的一部分花在了这部电影上。</blockquote></p><p> “If you had told me at that point that somebody was going to buy a sealed one for $1.5 million in 25 years’ time, I don’t know what I would have done,” he said.</p><p><blockquote>“如果你当时告诉我，25年后有人要花150万美元购买一个密封的，我不知道我会怎么做，”他说。</blockquote></p><p> Many buyers are new to collecting video games and have crossed over from comic books and coins, according to Mr. Kohler.</p><p><blockquote>科勒表示，许多买家是收集电子游戏的新手，已经从漫画书和硬币转向了收藏。</blockquote></p><p> Don’t expect an unboxing video from the buyer, whom the auction house declined to identify. Ms. McLeckie laughed when asked whether the collector would actually play the game.</p><p><blockquote>不要指望买家会发布拆箱视频，拍卖行拒绝透露买家的身份。当被问及收藏家是否真的会玩这个游戏时，麦克莱基女士笑了。</blockquote></p><p> “I can say with certainty they’re going to leave it as is,” she said.</p><p><blockquote>“我可以肯定地说，他们会让它保持原样，”她说。</blockquote></p><p> In April, an unopened copy of Super Mario Bros. that had been bought in 1986 as a Christmas gift but sat forgotten in a desk drawerfetched $660,000, a record at the time, according to Heritage Auctions, which also brokered that sale.</p><p><blockquote>据Heritage Auctions称，今年4月，一本未开封的《超级马里奥兄弟》(Super Mario Bros.)以66万美元的价格售出，创下了当时的纪录，该公司也是此次拍卖的经纪人。</blockquote></p><p> Then on Friday, a 1987 edition of The Legend of Zelda sold for $870,000. Heritage Auctions said it was one of two sealed copies from the game’s earliest production runs that had been authenticated.</p><p><blockquote>然后在周五，一本1987年版的《塞尔达传说》以87万美元的价格售出。Heritage Auctions表示，这是该游戏最早生产的两份已被认证的密封副本之一。</blockquote></p><p> As the sales records keep toppling, the resulting frenzy has sent serious and casual gamers alike rummaging through their drawers and closets.</p><p><blockquote>随着销售记录不断被打破，由此产生的狂热让严肃和休闲的游戏玩家都翻遍了他们的抽屉和壁橱。</blockquote></p><p> “As you can imagine,” Ms. McLeckie said, “I’ve gotten a lot of inquiries this morning from hopefuls that maybe their video game is worth $1 million.”</p><p><blockquote>“你可以想象，”麦克莱基女士说，“今天早上我收到了很多有希望的人的询问，他们的视频游戏可能价值100万美元。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nytimes.com/2021/07/12/business/super-mario-64-auction.html?searchResultPosition=1\">newyork times</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.nytimes.com/2021/07/12/business/super-mario-64-auction.html?searchResultPosition=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131092552","content_text":"The sale, to an anonymous bidder, set a record just two days after a copy of The Legend of Zelda sold for $870,000, according to Heritage Auctions.\n\nAn anonymous buyer has paid $1.56 million for a 25-year-old copy of Super Mario 64 in its original packaging, a record price for a video game, according to the auction house that sold it.\nHeritage Auctions said that it received 16 bids leading up to and during the live auction on Sunday for the mainly pristine condition 3-D Super Mario game, which sold for about $60 when it was released in 1996 and was the best-selling game for the Nintendo 64 console.\nThe top bid was $1.3 million, according to Heritage Auctions, which added a buyer’s premium of 20 percent to the gavel price to bring the total to $1.56 million.\nThe price sent shock waves through gaming and collecting circles, even aftera recent uptick in five- and six-figure salesof rare video games to investment-minded buyers. The sale was announced just two days after Heritage Auctions said that an early production copy of The Legend of Zelda from 1987 had sold for $870,000.\nValarie McLeckie, the consignment director for video games at Heritage Auctions, said in an interview on Monday that she was astounded by the outcome of the Mario 64 auction.\n“I was blindsided, to be quite honest with you,” she said. “Never in my wildest dreams did I expect the price that was realized would become a reality.”\n\nThe game, which was part of a private collection, is sealed inside a clear plastic case resembling the anti-theft boxes used by retail stores. It includes a certification from Wata Games, an authentication company, attesting to its “like new” and factory-sealed condition, in its original shrink-wrapping.\nMs. McLeckie said that video game characters often evoke a sense of nostalgia, particularly Mario, who, with his brother, Luigi, first appeared on the screens of Nintendo players in 1985 inSuper Mario Bros.\nIn the original game, Mario must save the peace-loving Mushroom People from the Koopa, a tribe of turtles known for their black magic. The game spawned an enduring theme song and multiple variations, including Super Mario 64, in which Mario faces an array of obstacles and adversaries as he tries to rescue the kidnapped Princess Peach from the villain Bowser.\n“He’s like the Mickey Mouse of video games,” Ms. McLeckie said of Mario. “He’s just so recognizable and really resonates with a wide audience of people.”\nChris Kohler, a video game historian and the editorial director of Digital Eclipse, a video game studio that makes collections of classic games, said in an interview on Monday that he would have expected an older video game to contend for the sales record. He said that collectors could find copies of Super Mario 64 — not in mint condition but with the original box — for much less.\n“That was what kind of blew me away about that sale,” he said.\nMr. Kohler said he remembered spending part of his first paycheck on Super Mario 64 when it was released.\n“If you had told me at that point that somebody was going to buy a sealed one for $1.5 million in 25 years’ time, I don’t know what I would have done,” he said.\nMany buyers are new to collecting video games and have crossed over from comic books and coins, according to Mr. Kohler.\nDon’t expect an unboxing video from the buyer, whom the auction house declined to identify. Ms. McLeckie laughed when asked whether the collector would actually play the game.\n“I can say with certainty they’re going to leave it as is,” she said.\nIn April, an unopened copy of Super Mario Bros. that had been bought in 1986 as a Christmas gift but sat forgotten in a desk drawerfetched $660,000, a record at the time, according to Heritage Auctions, which also brokered that sale.\nThen on Friday, a 1987 edition of The Legend of Zelda sold for $870,000. Heritage Auctions said it was one of two sealed copies from the game’s earliest production runs that had been authenticated.\nAs the sales records keep toppling, the resulting frenzy has sent serious and casual gamers alike rummaging through their drawers and closets.\n“As you can imagine,” Ms. McLeckie said, “I’ve gotten a lot of inquiries this morning from hopefuls that maybe their video game is worth $1 million.”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":875890505,"gmtCreate":1637629817531,"gmtModify":1637629817645,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875890505","repostId":"2185306806","repostType":4,"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882597328,"gmtCreate":1631704652364,"gmtModify":1631889756698,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Sell?","listText":"Sell?","text":"Sell?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/882597328","repostId":"1148341685","repostType":4,"repost":{"id":"1148341685","kind":"news","pubTimestamp":1631660884,"share":"https://www.laohu8.com/m/news/1148341685?lang=zh_CN&edition=full","pubTime":"2021-09-15 07:08","market":"us","language":"en","title":"U.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>美国股市因对复苏和企业增税的担忧而收低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148341685","media":"Reuters","summary":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing","content":"<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p><p><blockquote>路透纽约-华尔街周二下跌，原因是经济不确定性和企业税率上调的可能性越来越大，抑制了投资者情绪，并引发了广泛的抛售，尽管通胀有缓解的迹象。</blockquote></p><p> Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p><p><blockquote>整个交易日乐观情绪消退，扭转了劳工部消费者价格指数报告发布后最初的涨势。美国三大股指均收于负值，提醒人们9月份对于股市来说是历史上艰难的一个月。</blockquote></p><p> So far this month the S&amp;P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p><p><blockquote>本月迄今为止，标普500已下跌近1.8%，尽管基准指数自年初以来已上涨超过18%。</blockquote></p><p> “There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p><p><blockquote>纽约CFRA Research首席投资策略师Sam Stovall表示：“市场有可能只是准备好经历一次迟来的调整。”“从季节性来看，9月往往是基金经理的粉饰期。”</blockquote></p><p> The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p><p><blockquote>高度传染性的Delta COVID变种的出现导致人们对从全球健康危机中复苏的看跌情绪增加，许多人现在预计股市将在今年年底前大幅调整。</blockquote></p><p> “We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p><p><blockquote>芝加哥Kingsview Asset Management投资组合经理保罗·诺尔特(Paul Nolte)表示：“我们仍处于人们几个月来一直呼吁的纠正模式。”“经济数据点一直低于预期，而这与德尔塔变异毒株的上升同时发生。”</blockquote></p><p> The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p><p><blockquote>CPI报告公布的8月份读数低于市场普遍预期，这一减速支持了美联储主席杰罗姆·鲍威尔的说法，即通胀飙升是暂时的，并平息了市场对美联储将比预期更早开始收紧货币政策的担忧。</blockquote></p><p> U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p><p><blockquote>美国国债收益率因数据而下跌，这给金融股带来压力，投资者的青睐转向增长，而牺牲了价值。[美国/]</blockquote></p><p> The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p><p><blockquote>随着美国总统乔·拜登（Joe Biden）的3.5万亿美元预算计划逐渐接近通过，人们期待已久的公司税上调（如果民主党获胜，将从21%上调至26.5%）即将实现。</blockquote></p><p> The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&amp;P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p><p><blockquote>道琼工业指数跌292.06点，或0.84%，报34577.57点；标普500跌25.68点，跌幅0.57%，报4,443.05点；纳斯达克综合指数下跌67.82点，跌幅0.45%，至15037.76点。</blockquote></p><p> All 11 major sectors in the S&amp;P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p><p><blockquote>标普500 11大板块全部收红，能源和金融板块跌幅最大。</blockquote></p><p> Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&amp;P 500 and the Nasdaq.</p><p><blockquote>苹果公司在今年最大的产品发布会上推出了iPhone 13，并为其iPad和苹果手表设备添加了新功能，因为该公司面临着法院对其商业行为的更严格审查。其股价收盘下跌1.0%，对标普500和纳斯达克拖累最大。</blockquote></p><p> Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p><p><blockquote>TurboTax制造商Intuit Inc宣布将以120亿美元收购数字营销公司Mailchimp后，该公司股价上涨1.9%。</blockquote></p><p> CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p><p><blockquote>德国生物技术公司CureVac取消其实验性COVID-19疫苗的生产交易后，股价下跌8.0%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为2.25比1；在纳斯达克，2.40比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p><p><blockquote>标普500创下两个52周新高和两个新低；纳斯达克综合指数录得50个新高和107个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为100.7亿股，而过去20个交易日的平均成交量为93.8亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>美国股市因对复苏和企业增税的担忧而收低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-15 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p><p><blockquote>路透纽约-华尔街周二下跌，原因是经济不确定性和企业税率上调的可能性越来越大，抑制了投资者情绪，并引发了广泛的抛售，尽管通胀有缓解的迹象。</blockquote></p><p> Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p><p><blockquote>整个交易日乐观情绪消退，扭转了劳工部消费者价格指数报告发布后最初的涨势。美国三大股指均收于负值，提醒人们9月份对于股市来说是历史上艰难的一个月。</blockquote></p><p> So far this month the S&amp;P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p><p><blockquote>本月迄今为止，标普500已下跌近1.8%，尽管基准指数自年初以来已上涨超过18%。</blockquote></p><p> “There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p><p><blockquote>纽约CFRA Research首席投资策略师Sam Stovall表示：“市场有可能只是准备好经历一次迟来的调整。”“从季节性来看，9月往往是基金经理的粉饰期。”</blockquote></p><p> The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p><p><blockquote>高度传染性的Delta COVID变种的出现导致人们对从全球健康危机中复苏的看跌情绪增加，许多人现在预计股市将在今年年底前大幅调整。</blockquote></p><p> “We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p><p><blockquote>芝加哥Kingsview Asset Management投资组合经理保罗·诺尔特(Paul Nolte)表示：“我们仍处于人们几个月来一直呼吁的纠正模式。”“经济数据点一直低于预期，而这与德尔塔变异毒株的上升同时发生。”</blockquote></p><p> The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p><p><blockquote>CPI报告公布的8月份读数低于市场普遍预期，这一减速支持了美联储主席杰罗姆·鲍威尔的说法，即通胀飙升是暂时的，并平息了市场对美联储将比预期更早开始收紧货币政策的担忧。</blockquote></p><p> U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p><p><blockquote>美国国债收益率因数据而下跌，这给金融股带来压力，投资者的青睐转向增长，而牺牲了价值。[美国/]</blockquote></p><p> The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p><p><blockquote>随着美国总统乔·拜登（Joe Biden）的3.5万亿美元预算计划逐渐接近通过，人们期待已久的公司税上调（如果民主党获胜，将从21%上调至26.5%）即将实现。</blockquote></p><p> The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&amp;P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p><p><blockquote>道琼工业指数跌292.06点，或0.84%，报34577.57点；标普500跌25.68点，跌幅0.57%，报4,443.05点；纳斯达克综合指数下跌67.82点，跌幅0.45%，至15037.76点。</blockquote></p><p> All 11 major sectors in the S&amp;P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p><p><blockquote>标普500 11大板块全部收红，能源和金融板块跌幅最大。</blockquote></p><p> Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&amp;P 500 and the Nasdaq.</p><p><blockquote>苹果公司在今年最大的产品发布会上推出了iPhone 13，并为其iPad和苹果手表设备添加了新功能，因为该公司面临着法院对其商业行为的更严格审查。其股价收盘下跌1.0%，对标普500和纳斯达克拖累最大。</blockquote></p><p> Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p><p><blockquote>TurboTax制造商Intuit Inc宣布将以120亿美元收购数字营销公司Mailchimp后，该公司股价上涨1.9%。</blockquote></p><p> CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p><p><blockquote>德国生物技术公司CureVac取消其实验性COVID-19疫苗的生产交易后，股价下跌8.0%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为2.25比1；在纳斯达克，2.40比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p><p><blockquote>标普500创下两个52周新高和两个新低；纳斯达克综合指数录得50个新高和107个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为100.7亿股，而过去20个交易日的平均成交量为93.8亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148341685","content_text":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.\nOptimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.\nSo far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.\n“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”\nThe advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.\n“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”\nThe CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.\nU.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]\nThe long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.\nThe Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.\nAll 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.\nApple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.\nIntuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.\nCureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.\nThe S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.\nVolume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809705927,"gmtCreate":1627391540069,"gmtModify":1631891910228,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy CCL??","listText":"Buy CCL??","text":"Buy CCL??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/809705927","repostId":"2154904609","repostType":4,"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144921799,"gmtCreate":1626262994011,"gmtModify":1631893629158,"author":{"id":"4087513826666000","authorId":"4087513826666000","name":"evauoz","avatar":"https://static.tigerbbs.com/280532533b0476328d845887d7308f4d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087513826666000","idStr":"4087513826666000"},"themes":[],"htmlText":"Buy buy buy?","listText":"Buy buy buy?","text":"Buy buy buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/144921799","repostId":"1122300953","repostType":4,"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}