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2021-09-11

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2021-09-20

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U.S. stock market falls sharply lower early Monday<blockquote>美国股市周一早些时候大幅下跌</blockquote>

2021-12-16

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2021-08-02

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Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴、Uber、DraftKings、通用汽车、Roku、EA、维亚康姆哥伦比亚广播公司和其他投资者本周值得关注的股票</blockquote>

2021-07-30

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Musk confirms Tesla AI Day will be on August 19<blockquote>马斯克确认特斯拉人工智能日将于8月19日举行</blockquote>

2021-07-31

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2021-06-27

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2021-12-10

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Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是 2022 年的首选股票。</blockquote>

2021-10-19

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Alibaba rose 3% in morning trading as it released its self-developed 5nm cloud chip Yitian 710<blockquote>阿里巴巴-SW发布自主研发的5纳米云芯片倚天710，早盘上涨3%</blockquote>

2021-10-05

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A decade later, Steve Jobs is still paving Apple’s path to success<blockquote>十年过去了，乔布斯仍在为苹果铺路</blockquote>

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09:37","market":"us","language":"en","title":"COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs<blockquote>高盛：2022 年初新冠疫情上升将损害医疗科技公司和医疗保健提供商</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198358760","media":"Seeking Alpha","summary":"The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay ","content":"<p><ul>  <li>The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures&nbsp;at least through early 2022, a team of analysts from Goldman Sachs argues.</p><p><blockquote><ul><li>高盛的一个分析师团队认为，疫情的持续复苏可能会限制医院手术量的恢复，并将医疗技术手术的反弹推迟到至少 2022 年初。</li></ul></blockquote></p><p></li>  <li>Issuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.</li>  <li>Despite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.</li>  <li>Focusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.</li>  <li>According to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.</li>  <li>“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”</li>  <li>Contrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.</li>  <li>Goldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have&nbsp;performed over the past year.</li>  <li>According to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare&nbsp;provider with a Bullish rating.</li>  <li>Meanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.</li> </ul></p><p><blockquote><li>阿萨德·海德尔 (Asad Haider) 领导的分析师上周在发布 2022 年医疗保健领域投资组合的主题时警告说，随着病毒奥密克戎变种的兴起，可能会出现至少一波 COVID-19 浪潮。</li><li>尽管 “正常化 ”的时间表存在不确定性，但研究小组认为，这种疾病有可能在中期内达到地方病地位，这将使某些商业公司以及那些利用医院和手术的公司受益。</li><li>关注这种情况对利用率的影响，分析师将注意力转向医疗技术、医疗保健提供和管理式护理。</li><li>根据他们的说法，新冠肺炎病例的复苏可能会损害2022年上半年的手术量，并加剧护理短缺，这反过来可能会导致择期手术放缓，并限制手术量在2022年下半年消退之前的恢复。</li><li>“分析师阿米特-哈赞（Amit Hazan）和团队写道：”预计相对表现不佳的情况至少会持续到春季，届时重置人数和减少医院限制可能会促进复苏。他们预测，到 2022 年年中，“疫苗、自然免疫、抗病毒药物和更好的 Covid 整体管理经验将提高康复的可能性”，届时可能会有更多的可见度。</li><li>与 2021 年初的预测相比，该银行避免对 “由于需求被压抑或积压，医疗技术手术量将反弹至 COVID 前的趋势之上 ”进行建模。分析师预计，这些公司将在明年的初步预测中表明这一点，这意味着街头预测有进一步下调的空间，他们认为，这可能是 COVID 对医疗技术预测的最后一次下调。</li><li>高盛将 Intuitive Surgical（纳斯达克股票代码：ISRG）列入公司定罪名单，理由是其多端口系统可能在第一季度推出。达芬奇手术系统制造商与 Becton Dickinson (NYSE:BDX) 和 Zimmer Biomet (NYSE:ZBH) 并列成为该领域的首选大盘股。然而，该公司对史赛克（纽约证券交易所代码：SYK）、美敦力（纽约证券交易所代码：MDT）、爱德华兹生命科学（纽约证券交易所代码：EW）和雅培（纽约证券交易所代码：ABT）的建设性较低。请参见下图，比较上述一些股票在过去一年的表现。</li><li>根据 Seeking Alpha Quant 评级，包括雅培 (ABT)、美敦力 (MDT)、Intuitive Surgical (ISRG) 和史赛克 (SYK) 在内的大型医疗科技公司均无乐观前景。医院运营商 HCA Healthcare（纽约证券交易所股票代码：HCA）是唯一一家获得看涨评级的大型医疗保健提供商。</li><li>与此同时，高盛引用了管理式医疗领域的有利背景。分析师认为，尽管由于劳动力限制和向低成本环境的转变，手术量持续受到限制，但该子行业的公司定价保守，这意味着延期护理和新冠肺炎成本的回归。</li></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs<blockquote>高盛：2022 年初新冠疫情上升将损害医疗科技公司和医疗保健提供商</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\">\nCOVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs<blockquote>高盛：2022 年初新冠疫情上升将损害医疗科技公司和医疗保健提供商</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\">2021-12-25 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures&nbsp;at least through early 2022, a team of analysts from Goldman Sachs argues.</p><p><blockquote><ul><li>高盛的一个分析师团队认为，疫情的持续复苏可能会限制医院手术量的恢复，并将医疗技术手术的反弹推迟到至少 2022 年初。</li></ul></blockquote></p><p></li>  <li>Issuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.</li>  <li>Despite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.</li>  <li>Focusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.</li>  <li>According to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.</li>  <li>“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”</li>  <li>Contrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.</li>  <li>Goldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have&nbsp;performed over the past year.</li>  <li>According to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare&nbsp;provider with a Bullish rating.</li>  <li>Meanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.</li> </ul></p><p><blockquote><li>阿萨德·海德尔 (Asad Haider) 领导的分析师上周在发布 2022 年医疗保健领域投资组合的主题时警告说，随着病毒奥密克戎变种的兴起，可能会出现至少一波 COVID-19 浪潮。</li><li>尽管 “正常化 ”的时间表存在不确定性，但研究小组认为，这种疾病有可能在中期内达到地方病地位，这将使某些商业公司以及那些利用医院和手术的公司受益。</li><li>关注这种情况对利用率的影响，分析师将注意力转向医疗技术、医疗保健提供和管理式护理。</li><li>根据他们的说法，新冠肺炎病例的复苏可能会损害2022年上半年的手术量，并加剧护理短缺，这反过来可能会导致择期手术放缓，并限制手术量在2022年下半年消退之前的恢复。</li><li>“分析师阿米特-哈赞（Amit Hazan）和团队写道：”预计相对表现不佳的情况至少会持续到春季，届时重置人数和减少医院限制可能会促进复苏。他们预测，到 2022 年年中，“疫苗、自然免疫、抗病毒药物和更好的 Covid 整体管理经验将提高康复的可能性”，届时可能会有更多的可见度。</li><li>与 2021 年初的预测相比，该银行避免对 “由于需求被压抑或积压，医疗技术手术量将反弹至 COVID 前的趋势之上 ”进行建模。分析师预计，这些公司将在明年的初步预测中表明这一点，这意味着街头预测有进一步下调的空间，他们认为，这可能是 COVID 对医疗技术预测的最后一次下调。</li><li>高盛将 Intuitive Surgical（纳斯达克股票代码：ISRG）列入公司定罪名单，理由是其多端口系统可能在第一季度推出。达芬奇手术系统制造商与 Becton Dickinson (NYSE:BDX) 和 Zimmer Biomet (NYSE:ZBH) 并列成为该领域的首选大盘股。然而，该公司对史赛克（纽约证券交易所代码：SYK）、美敦力（纽约证券交易所代码：MDT）、爱德华兹生命科学（纽约证券交易所代码：EW）和雅培（纽约证券交易所代码：ABT）的建设性较低。请参见下图，比较上述一些股票在过去一年的表现。</li><li>根据 Seeking Alpha Quant 评级，包括雅培 (ABT)、美敦力 (MDT)、Intuitive Surgical (ISRG) 和史赛克 (SYK) 在内的大型医疗科技公司均无乐观前景。医院运营商 HCA Healthcare（纽约证券交易所股票代码：HCA）是唯一一家获得看涨评级的大型医疗保健提供商。</li><li>与此同时，高盛引用了管理式医疗领域的有利背景。分析师认为，尽管由于劳动力限制和向低成本环境的转变，手术量持续受到限制，但该子行业的公司定价保守，这意味着延期护理和新冠肺炎成本的回归。</li></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs\">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":{"GS":"高盛"},"source_url":"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198358760","content_text":"The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures at least through early 2022, a team of analysts from Goldman Sachs argues.\nIssuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.\nDespite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.\nFocusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.\nAccording to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.\n“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”\nContrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.\nGoldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have performed over the past year.\nAccording to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare provider with a Bullish rating.\nMeanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":3662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698468901,"gmtCreate":1640497163878,"gmtModify":1640497164166,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698468901","repostId":"1122704248","repostType":4,"repost":{"id":"1122704248","kind":"news","pubTimestamp":1640346833,"share":"https://www.laohunote.com/m/news/1122704248?lang=zh_CN&edition=full","pubTime":"2021-12-24 19:53","market":"us","language":"en","title":"3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想拥有电动汽车股票，需要考虑的 3 张图表</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122704248","media":"Motley Fool","summary":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some","content":"<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在什么时间范围内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣投资，下面的三个图表将为您提供一些在投资前值得考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克股票代码：TSLA）去年飙升，随着公开交易名称领域的增长，回报一直不一致。投资者需要为一路上的大量波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>甚至来自特斯拉和<b>Lucid集团</b>（纳斯达克股票代码：LCID）股市在过去两个月出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：NIO）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）销售额一直在快速增长，但其股价自 2021 年 6 月以来出现回落。<b>洛兹敦汽车公司</b>Endurance 全电动工作卡车制造商（纳斯达克股票代码：RIDE）一直在苦苦挣扎，股东今年已经付出了代价。教训是，会有赢家和输家，电动汽车股票走势可能会快速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅看股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去六个月中没有走高，但两家公司的销售额在 2021 年前 9 个月都飙升，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉 2021 年前 9 个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的基础要小得多。由于两家公司的估值都已经很高，最近的市值分别约为 360 亿美元和 480 亿美元，投资者在最近几个月抛售了股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者的图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉报告称，2021 年第三季度利润超过 16 亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪也许是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”（包括插电式混合动力电动汽车）占 11 月份交付的近 10 万辆新能源乘用车的 90% 以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克股票代码：RIVN）最近受到了很多关注，但他们才刚刚开始发货产品；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车能尽快实现盈利，因为它们都在增长销量并扩大产品范围。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想拥有电动汽车股票，需要考虑的 3 张图表</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想拥有电动汽车股票，需要考虑的 3 张图表</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-24 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在什么时间范围内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣投资，下面的三个图表将为您提供一些在投资前值得考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克股票代码：TSLA）去年飙升，随着公开交易名称领域的增长，回报一直不一致。投资者需要为一路上的大量波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>甚至来自特斯拉和<b>Lucid集团</b>（纳斯达克股票代码：LCID）股市在过去两个月出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：NIO）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）销售额一直在快速增长，但其股价自 2021 年 6 月以来出现回落。<b>洛兹敦汽车公司</b>Endurance 全电动工作卡车制造商（纳斯达克股票代码：RIDE）一直在苦苦挣扎，股东今年已经付出了代价。教训是，会有赢家和输家，电动汽车股票走势可能会快速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅看股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去六个月中没有走高，但两家公司的销售额在 2021 年前 9 个月都飙升，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉 2021 年前 9 个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的基础要小得多。由于两家公司的估值都已经很高，最近的市值分别约为 360 亿美元和 480 亿美元，投资者在最近几个月抛售了股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者的图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉报告称，2021 年第三季度利润超过 16 亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪也许是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”（包括插电式混合动力电动汽车）占 11 月份交付的近 10 万辆新能源乘用车的 90% 以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克股票代码：RIVN）最近受到了很多关注，但他们才刚刚开始发货产品；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车能尽快实现盈利，因为它们都在增长销量并扩大产品范围。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏集团","TSLA":"特斯拉","NIO":"蔚来","LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122704248","content_text":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.\nBeyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.\nReturns have been unpredictable\nMany have bought into the EV sector looking for large, market-beating returns. While shares of EV leaderTesla(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:\nDATA BYYCHARTS.\nEven the strong returns from Tesla and Lucid Group(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers Nio(NYSE:NIO) and XPeng(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.Lordstown Motors(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.\nThere's plenty of demand\nJust looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.\nTesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.\nProfitability will take time\nInvestors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.\nTesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .\nBYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.\nLucid and Rivian Automotive(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.","news_type":1,"symbols_score_info":{"RIVN":0.9,"XPEV":0.9,"LCID":0.9,"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":4729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698267820,"gmtCreate":1640411700465,"gmtModify":1640411700738,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698267820","repostId":"1159652805","repostType":4,"repost":{"id":"1159652805","kind":"news","pubTimestamp":1640397611,"share":"https://www.laohunote.com/m/news/1159652805?lang=zh_CN&edition=full","pubTime":"2021-12-25 10:00","market":"us","language":"en","title":"Electric boat developer Forza X1 files for a $29 million IPO<blockquote>电动船开发商 Forza X1 申请 2900 万美元 IPO</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159652805","media":"Renaissance Capital","summary":"Forza X1, a fully electric boat developer being spun out of Twin Vee PowerCats, filed on Thursday wi","content":"<p>Forza X1, a fully electric boat developer being spun out of Twin Vee PowerCats, filed on Thursday with the SEC to raise up to $29 million in an initial public offering.</p><p><blockquote>Forza X1 是一家从 Twin Vee PowerCats 分拆出来的全电动船开发商，周四向 SEC 提交了申请，计划在首次公开募股中筹集高达 2900 万美元的资金。</blockquote></p><p> The company states that it&nbsp;aims to be among the first to develop and manufacture fully electric, affordable boats with mass appeal. Forza X1 is focused on the creation and implementation of marine electric vehicle (\"EV\") technology to control and power its electric boats utilizing a proprietary outboard electric motor. It believes to be one the first companies to design a fully integrated electric boat including the hull, outboard motor and control system for mass production. To date, Forza has designed and manufactured only prototypes of its electric sport boat, has not yet commercialized its boats, and has not sold any boats.</p><p><blockquote>该公司表示，其目标是成为首批开发和制造具有大规模吸引力的全电动、经济实惠的船只的公司之一。Forza X1 专注于创造和实施船用电动汽车 (“EV”) 技术，利用专有的舷外电动机控制和驱动其电动船。它相信自己是首批设计完全集成的电动船的公司之一，包括船体、舷外电机和控制系统进行大规模生产。迄今为止，Forza 仅设计和制造了其电动运动船的原型，尚未将其船只商业化，也没有出售任何船只。</blockquote></p><p> The Ft. Pierce, FL-based company was founded in 2009 and plans to list on the Nasdaq under the symbol&nbsp;FRZA. ThinkEquity is the sole bookrunner on the deal. No pricing terms were disclosed.</p><p><blockquote>英国《金融时报》总部位于佛罗里达州皮尔斯的公司成立于2009年，计划在纳斯达克上市，股票代码为FRZA。ThinkEquity 是该交易的唯一账簿管理人。没有披露定价条款。</blockquote></p><p></p>","source":"lsy1603787993745","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>Electric boat developer Forza X1 files for a $29 million IPO<blockquote>电动船开发商 Forza X1 申请 2900 万美元 IPO</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\">\nElectric boat developer Forza X1 files for a $29 million IPO<blockquote>电动船开发商 Forza X1 申请 2900 万美元 IPO</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-12-25 10:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Forza X1, a fully electric boat developer being spun out of Twin Vee PowerCats, filed on Thursday with the SEC to raise up to $29 million in an initial public offering.</p><p><blockquote>Forza X1 是一家从 Twin Vee PowerCats 分拆出来的全电动船开发商，周四向 SEC 提交了申请，计划在首次公开募股中筹集高达 2900 万美元的资金。</blockquote></p><p> The company states that it&nbsp;aims to be among the first to develop and manufacture fully electric, affordable boats with mass appeal. Forza X1 is focused on the creation and implementation of marine electric vehicle (\"EV\") technology to control and power its electric boats utilizing a proprietary outboard electric motor. It believes to be one the first companies to design a fully integrated electric boat including the hull, outboard motor and control system for mass production. To date, Forza has designed and manufactured only prototypes of its electric sport boat, has not yet commercialized its boats, and has not sold any boats.</p><p><blockquote>该公司表示，其目标是成为首批开发和制造具有大规模吸引力的全电动、经济实惠的船只的公司之一。Forza X1 专注于创造和实施船用电动汽车 (“EV”) 技术，利用专有的舷外电动机控制和驱动其电动船。它相信自己是首批设计完全集成的电动船的公司之一，包括船体、舷外电机和控制系统进行大规模生产。迄今为止，Forza 仅设计和制造了其电动运动船的原型，尚未将其船只商业化，也没有出售任何船只。</blockquote></p><p> The Ft. Pierce, FL-based company was founded in 2009 and plans to list on the Nasdaq under the symbol&nbsp;FRZA. ThinkEquity is the sole bookrunner on the deal. No pricing terms were disclosed.</p><p><blockquote>英国《金融时报》总部位于佛罗里达州皮尔斯的公司成立于2009年，计划在纳斯达克上市，股票代码为FRZA。ThinkEquity 是该交易的唯一账簿管理人。没有披露定价条款。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89801/Electric-boat-developer-Forza-X1-files-for-a-$29-million-IPO\">Renaissance Capital</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.renaissancecapital.com/IPO-Center/News/89801/Electric-boat-developer-Forza-X1-files-for-a-$29-million-IPO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159652805","content_text":"Forza X1, a fully electric boat developer being spun out of Twin Vee PowerCats, filed on Thursday with the SEC to raise up to $29 million in an initial public offering.\nThe company states that it aims to be among the first to develop and manufacture fully electric, affordable boats with mass appeal. Forza X1 is focused on the creation and implementation of marine electric vehicle (\"EV\") technology to control and power its electric boats utilizing a proprietary outboard electric motor. It believes to be one the first companies to design a fully integrated electric boat including the hull, outboard motor and control system for mass production. To date, Forza has designed and manufactured only prototypes of its electric sport boat, has not yet commercialized its boats, and has not sold any boats.\nThe Ft. Pierce, FL-based company was founded in 2009 and plans to list on the Nasdaq under the symbol FRZA. ThinkEquity is the sole bookrunner on the deal. No pricing terms were disclosed.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691429371,"gmtCreate":1640229639142,"gmtModify":1640229639366,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Go go go up up up","listText":"Go go go up up up","text":"Go go go up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691429371","repostId":"1108646940","repostType":4,"repost":{"id":"1108646940","kind":"news","pubTimestamp":1640227968,"share":"https://www.laohunote.com/m/news/1108646940?lang=zh_CN&edition=full","pubTime":"2021-12-23 10:52","market":"us","language":"en","title":"SoFi Has Plenty on its Plate to Excite Investors for Next Year<blockquote>SoFi 明年有很多事情可以让投资者兴奋</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108646940","media":"InvestorPlace","summary":"SoFi's future bank charter and new platform additions will amplify growth to expand its margins in 2022.","content":"<p><div> Fintech start-upSoFi Technologies(NASDAQ:SOFI) went public earlier this year after merging with one of ‘SPAC king’ Chamath Palihapitiya’s companies. Despite the massive buzz surrounding SOFI stock, it...</p><p><blockquote><div>金融科技初创公司 SOFI Technologies（纳斯达克股票代码：SOFI）在与 “SPAC 之王 ”Chamath Palihapitiya 的公司之一合并后于今年早些时候上市。尽管围绕 SOFI 股票引起了巨大轰动，但它……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoFi Has Plenty on its Plate to Excite Investors for Next Year<blockquote>SoFi 明年有很多事情可以让投资者兴奋</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\">\nSoFi Has Plenty on its Plate to Excite Investors for Next Year<blockquote>SoFi 明年有很多事情可以让投资者兴奋</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-23 10:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Fintech start-upSoFi Technologies(NASDAQ:SOFI) went public earlier this year after merging with one of ‘SPAC king’ Chamath Palihapitiya’s companies. Despite the massive buzz surrounding SOFI stock, it...</p><p><blockquote><div>金融科技初创公司 SOFI Technologies（纳斯达克股票代码：SOFI）在与 “SPAC 之王 ”Chamath Palihapitiya 的公司之一合并后于今年早些时候上市。尽管围绕 SOFI 股票引起了巨大轰动，但它……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108646940","content_text":"Fintech start-upSoFi Technologies(NASDAQ:SOFI) went public earlier this year after merging with one of ‘SPAC king’ Chamath Palihapitiya’s companies. Despite the massive buzz surrounding SOFI stock, it currently trades at $14.97, more than 47% lower than its 52-week high of $28.26. Regardless of the market’s concerns, SoFi has an incredible 2022 ahead which could quickly reverse its fortunes.\nDigitization has been the norm for virtually every industry, including finance. However, we’ve seen how the sector has been dominated by a handful of legacy companies who have significantly comprised customer convenience.\nSoFi Technologies attempts to break the mold by eradicating the boundaries between various financial services. In essence, it plans to become a neobank, a one-stop shop for all its customers’ financial services. The platform’s diverse ecosystem of services has resulted in spectacular user growth so far, a trend that is likely to grow much bigger in the coming years.\nSuper Growth so Far\nSoFi’s recent growth numbers are a testament to the impeccable execution of its strategy so far.Its product offerings grew 108% from the prior-year period in its third quarter. In the past few quarters, revenue growth rates have been in the triple-digit range. Moreover, member growth has also been impressive at 96% on a year-over-year basis, with a 65% sequential improvement in cross-selling.\nOn top of that, the third quarter was another profitable one for the company. It posted an adjusted EBITDA of $10.3 million due to higher revenues across all its operating segments. However, profitability was offset by increased spending.\nMuch of it is attributable to Galileo, a platform that could potentially add value to SoFi’s business in the future. Galileo’s robust infrastructure powers more than 90% of the digital banking in the United States. It has a strong moat which will enable SoFi to curb its risks and result in healthy gains for SOFI stock\nFurthermore, the management raised revenue forecasts for the full year to sweeten the report even more. They expect to finish the year with aplomb, with adjusted net revenue of $272 to $282 million. The range represents a healthy 49% to 55% increase year-over-year.\nThe Penultimate Bank Charter\nSoFi has been chasing a bank charter for a long time now, and it appears its search could be over soon. I expect it to get the green signal by the first half of next year, as Chief Executive Officer Andrew Noto remarked how the company was in the late stages of approval. It had applied for the charter in the summer of 2020, and a safe estimate for approval would be in the first and second quarters of 2022.\nIt’s important to understand how the charter would benefit the company in the long run. Loans are a critical element of the banking business, with SoFi having to underwrite its loans using third-party banks. Those banks, in turn, charge a hefty fee, which robs SoFi of bottom-line expansion. However, once it has a bank charter, things are likely to change significantly, as it would do its underwriting.\nAccording to SoFi’s management, by 2025 its EBITDA could improve by a healthy 25.5% with the charter. With stronger margins and more competitive pricing, the company can invest more in its business. Moreover, the higher margins will amplify its digital services, enabling it to solidify its position in the sector.\nBottom Line on SOFI Stock\nSoFi has been a disruptor in the fintech space and is poised to grow exponentially in the coming years. It has several growth catalysts, including its bank charter, which will significantly improve margins and cash flows in the future. On top of that, the higher margins will have a trickle-down effect on other parts of its business, enabling the company to expand its horizons even further.","news_type":1,"symbols_score_info":{"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":3385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691957474,"gmtCreate":1640130209197,"gmtModify":1640130209419,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691957474","repostId":"1156462747","repostType":4,"isVote":1,"tweetType":1,"viewCount":4139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690601819,"gmtCreate":1639660245605,"gmtModify":1639660245907,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690601819","repostId":"2191200910","repostType":4,"isVote":1,"tweetType":1,"viewCount":3377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690609680,"gmtCreate":1639660148257,"gmtModify":1639660148257,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690609680","repostId":"2191559917","repostType":4,"isVote":1,"tweetType":1,"viewCount":5212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607578925,"gmtCreate":1639572281932,"gmtModify":1639572282169,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607578925","repostId":"1153534649","repostType":4,"repost":{"id":"1153534649","kind":"news","pubTimestamp":1639570541,"share":"https://www.laohunote.com/m/news/1153534649?lang=zh_CN&edition=full","pubTime":"2021-12-15 20:15","market":"us","language":"en","title":"20 Stocks Moving in Wednesday's Pre-Market Session<blockquote>周三盘前交易中 20 只股票走势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153534649","media":"Benzinga","summary":"Gainers\n\nGalera Therapeutics, Inc. rose 17.7% to $3.18 in pre-market trading after BTIG upgraded the","content":"<p><div> Gainers  Galera Therapeutics, Inc. rose 17.7% to $3.18 in pre-market trading after BTIG upgraded the stock from Neutral to Buy and announced a $15 price target. Galera Therapeutics shares jumped ...</p><p><blockquote><div>BTIG 将 Galera Therapeutics, Inc. 的股票评级从中性上调至买入并宣布目标价 15 美元后，涨幅达 17.7%，至 3.18 美元。Galera Therapeutics 股价上涨……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/12/24616764/20-stocks-moving-in-wednesdays-pre-market-session\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/12/24616764/20-stocks-moving-in-wednesdays-pre-market-session\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>20 Stocks Moving in Wednesday's Pre-Market Session<blockquote>周三盘前交易中 20 只股票走势</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\">\n20 Stocks Moving in Wednesday's Pre-Market Session<blockquote>周三盘前交易中 20 只股票走势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-15 20:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Gainers  Galera Therapeutics, Inc. rose 17.7% to $3.18 in pre-market trading after BTIG upgraded the stock from Neutral to Buy and announced a $15 price target. Galera Therapeutics shares jumped ...</p><p><blockquote><div>BTIG 将 Galera Therapeutics, Inc. 的股票评级从中性上调至买入并宣布目标价 15 美元后，涨幅达 17.7%，至 3.18 美元。Galera Therapeutics 股价上涨……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/12/24616764/20-stocks-moving-in-wednesdays-pre-market-session\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/12/24616764/20-stocks-moving-in-wednesdays-pre-market-session\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/12/24616764/20-stocks-moving-in-wednesdays-pre-market-session\">Benzinga</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":{"UXIN":"优信"},"source_url":"https://www.benzinga.com/news/21/12/24616764/20-stocks-moving-in-wednesdays-pre-market-session","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153534649","content_text":"Gainers\n\nGalera Therapeutics, Inc. rose 17.7% to $3.18 in pre-market trading after BTIG upgraded the stock from Neutral to Buy and announced a $15 price target. Galera Therapeutics shares jumped around 96% on Tuesday after the company announced the primary endpoint met statistical significance in corrected topline efficacy data of Phase 3 ROMAN trial of avasopasem.\nSeaChange International, Inc. rose 16.6% to $1.76 in pre-market trading after the company reported better-than-expected Q3 results.\nCF Acquisition Corp. VI rose 11.5% to $12.55 in pre-market trading after Trump Media & Technology Group announced a partnership with Rumble. Rumble recently announced the execution of a definitive business combination agreement with CFVI.\nBiofrontera Inc. rose 9.8% to $6.04 in pre-market trading after dipping more than 19% on Tuesday.\nInpixon rose 8.9% to $0.73 in pre-market trading. Inpixon recently said its board has authorized review of strategic alternatives.\nEast Stone Acquisition Corporation rose 8.4% to $14.63 in pre-market trading after declining 26% on Tuesday.\nUxin Limited rose 8.3% to $1.82 in pre-market trading. Uxin reported second-quarter FY22 revenue growth of 353% year-on-year to RMB345.9 million ($53.7 million).\nMesoblast Limited rose 8.2% to $4.51 in pre-market trading. Mesoblast shares dropped around 28% on Tuesday after the company was notified by Novartis that it has chosen to terminate the agreement with Mesoblast prior to closing.\nBorr Drilling Limited rose 7.7% to $1.65 in pre-market trading after declining over 4% on Tuesday..\nLi-Cycle Holdings Corp. rose 6% to $11.50 in pre-market trading. Li-Cycle recently announced plans to increase hub facility's input processing capacity by over 40%.\nTuniu Corporation rose 5.7% to $1.02 in pre-market trading.\n\nLosers\n\nSidus Space, Inc. fell 14.1% to $10.47 in pre-market trading. Sidus Space shares jumped 144% on Tuesday after the company priced its IPO at $5 per share.\nAlzamend Neuro, Inc. fell 10.1% to $2.77 in pre-market trading after jumping 28% on Tuesday.\nIdera Pharmaceuticals, Inc. shares fell 9.8% to $0.7850 in pre-market trading.\nAdagio Therapeutics, Inc. fell 9.2% to $6.59 in pre-market trading after Stifel downgraded the stock from Buy to Hold and lowered the price target from $50 to $9. Adagio Therapeutics shares dipped 79% on Tuesday after the company said based on the in vitro findings related to Omicron, it plans to pause patient recruitment in its Phase 2/3 COVID-19 treatment trial at clinical sites in South Africa.\nMIND Technology, Inc. shares fell 7.9% to $1.64 in pre-market trading. MIND Technology shares gained 30% on Tuesday after the company reported it entered into a Cooperative Research and Development Agreement with the United States Navy's Naval Surface Warfare Center, Panama City Division.\nLegend Biotech Corporation shares fell 7.3% to $45.00 in pre-market trading after the company reported an offering of $300 million in ADSs.\nBeiGene, Ltd. fell 6.6% to $260.00 in pre-market trading. BeiGene reported authorisation of BRUKINSA (zanubrutinib) from the UK’s MHRA for the treatment of adults with Waldenström’s Macroglobulinemia in Great Britain.\nLivent Corporation fell 6.6% to $23.69 in pre-market trading. Goldman Sachs downgraded Livent from Neutral to Sell and announced a $23 price target.\nLeslie's, Inc. shares fell 5.6% to $20.33 in pre-market trading after the company reported an offering of 12.5 million shares of common stock via selling shareholders.","news_type":1,"symbols_score_info":{"BGNE":0.9,"UXIN":0.9,"CFVI":0.9}},"isVote":1,"tweetType":1,"viewCount":4302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607571020,"gmtCreate":1639572142461,"gmtModify":1639572142694,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607571020","repostId":"2191967035","repostType":4,"isVote":1,"tweetType":1,"viewCount":3961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605178276,"gmtCreate":1639137273700,"gmtModify":1639137327378,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605178276","repostId":"2189695656","repostType":4,"isVote":1,"tweetType":1,"viewCount":1227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605173440,"gmtCreate":1639137072778,"gmtModify":1639137321309,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like...","listText":"Like...","text":"Like...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605173440","repostId":"1169522079","repostType":4,"repost":{"id":"1169522079","kind":"news","pubTimestamp":1639136423,"share":"https://www.laohunote.com/m/news/1169522079?lang=zh_CN&edition=full","pubTime":"2021-12-10 19:40","market":"us","language":"en","title":"Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是 2022 年的首选股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169522079","media":"Barrons","summary":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market ca","content":"<p>Apple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p><p><blockquote>苹果是摩根士丹利 2022 年的首选股票，因为这家科技巨头的市值接近 3 万亿美元，并准备推出增强现实产品。</blockquote></p><p> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p><p><blockquote>“分析师凯蒂-休伯蒂（Katy Huberty）在周四的一份报告中写道：”强大、忠诚的客户群和即将推出的 AR/VR 产品相结合，使苹果公司有望在 2022 年获得重新评级。休伯蒂写道，苹果是摩根士丹利在 2022 年 “最受欢迎的大盘股（也是总体首选）”。</blockquote></p><p> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p><p><blockquote>休伯蒂发表看涨期权两天前，她重申了跑赢大盘对苹果（股票代码：AAPL）股票的评级，并将目标价从164美元上调21%至200美元。</blockquote></p><p> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.</p><p><blockquote>苹果股价周四上涨 0.2%，至 175.47 美元。该股今年已上涨约32%，市值达到2.87万亿美元。在过去的一个月里，该指数上涨了 19%，超过了道琼斯工业平均指数 0.5% 的涨幅、标普500指数 0.9% 的涨幅和纳斯达克综合指数 0.04% 的涨幅。</blockquote></p><p> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p><p><blockquote>摩根士丹利认为，投资者应将苹果视为消费和技术平台，而不是周期性硬件公司，因为该公司约三分之一的毛利润来自服务部门。休伯蒂写道，iPhone 13 的需求将在短期内继续推动增长，2022 年初推出的新产品将延续这一趋势。</blockquote></p><p> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p><p><blockquote>Wedbush 的 Dan Ives 赞同 Huberty 的看涨看涨期权，理由是 iPhone 13 需求强劲，增强现实耳机即将推出。</blockquote></p><p> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p><p><blockquote>“艾夫斯在周四的一份研究报告中写道：”本周，我们对苹果商店的检查、供应链数据和 iPhone 订单延迟都证实了我们的看涨观点，即目前全球 iPhone 13 的需求量超过了约 1000 万部。</blockquote></p><p> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p><p><blockquote>艾夫斯估计，尽管芯片短缺和供应链逆风，苹果在假日期间仍将销售超过 4000 万部 iPhone。随着消费者不断升级手机，这些不利因素很可能 “只不过是 iPhone 12 和 13 周期中的一个减速带”。</blockquote></p><p> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p><p><blockquote>艾夫斯还预计，苹果将在 2022 年夏天左右推出 AR 头显 “苹果眼镜”，这可能会使公司每股估值增加 20 美元。</blockquote></p><p> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p><p><blockquote>休伯蒂补充说，其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付领域的未来进步，以及即将扩展到汽车制造领域的讨论。</blockquote></p><p> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p><p><blockquote>“她写道：”我们还认为，投资者需要从即将推出的新产品的选择性中适当地嵌入价值。</blockquote></p><p> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p><p><blockquote>苹果股票的看涨情况仍然存在一些风险。休伯蒂概述说，其中最主要的是，随着在家工作的需求逐渐消退，iPhone 的销量将无法在 2022 年实现。</blockquote></p><p> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p><p><blockquote>另一个风险可能来自服务行业的低增长，这可能是由法院对 App Store 支付模式的改变所推动的。即使是这种风险看起来也不太可能，因为苹果在周三与堡垒之夜发行商Epic Games的法律诉讼中再次获胜。</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>Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是 2022 年的首选股票。</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\">\nApple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是 2022 年的首选股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-10 19:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p><p><blockquote>苹果是摩根士丹利 2022 年的首选股票，因为这家科技巨头的市值接近 3 万亿美元，并准备推出增强现实产品。</blockquote></p><p> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p><p><blockquote>“分析师凯蒂-休伯蒂（Katy Huberty）在周四的一份报告中写道：”强大、忠诚的客户群和即将推出的 AR/VR 产品相结合，使苹果公司有望在 2022 年获得重新评级。休伯蒂写道，苹果是摩根士丹利在 2022 年 “最受欢迎的大盘股（也是总体首选）”。</blockquote></p><p> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p><p><blockquote>休伯蒂发表看涨期权两天前，她重申了跑赢大盘对苹果（股票代码：AAPL）股票的评级，并将目标价从164美元上调21%至200美元。</blockquote></p><p> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.</p><p><blockquote>苹果股价周四上涨 0.2%，至 175.47 美元。该股今年已上涨约32%，市值达到2.87万亿美元。在过去的一个月里，该指数上涨了 19%，超过了道琼斯工业平均指数 0.5% 的涨幅、标普500指数 0.9% 的涨幅和纳斯达克综合指数 0.04% 的涨幅。</blockquote></p><p> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p><p><blockquote>摩根士丹利认为，投资者应将苹果视为消费和技术平台，而不是周期性硬件公司，因为该公司约三分之一的毛利润来自服务部门。休伯蒂写道，iPhone 13 的需求将在短期内继续推动增长，2022 年初推出的新产品将延续这一趋势。</blockquote></p><p> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p><p><blockquote>Wedbush 的 Dan Ives 赞同 Huberty 的看涨看涨期权，理由是 iPhone 13 需求强劲，增强现实耳机即将推出。</blockquote></p><p> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p><p><blockquote>“艾夫斯在周四的一份研究报告中写道：”本周，我们对苹果商店的检查、供应链数据和 iPhone 订单延迟都证实了我们的看涨观点，即目前全球 iPhone 13 的需求量超过了约 1000 万部。</blockquote></p><p> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p><p><blockquote>艾夫斯估计，尽管芯片短缺和供应链逆风，苹果在假日期间仍将销售超过 4000 万部 iPhone。随着消费者不断升级手机，这些不利因素很可能 “只不过是 iPhone 12 和 13 周期中的一个减速带”。</blockquote></p><p> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p><p><blockquote>艾夫斯还预计，苹果将在 2022 年夏天左右推出 AR 头显 “苹果眼镜”，这可能会使公司每股估值增加 20 美元。</blockquote></p><p> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p><p><blockquote>休伯蒂补充说，其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付领域的未来进步，以及即将扩展到汽车制造领域的讨论。</blockquote></p><p> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p><p><blockquote>“她写道：”我们还认为，投资者需要从即将推出的新产品的选择性中适当地嵌入价值。</blockquote></p><p> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p><p><blockquote>苹果股票的看涨情况仍然存在一些风险。休伯蒂概述说，其中最主要的是，随着在家工作的需求逐渐消退，iPhone 的销量将无法在 2022 年实现。</blockquote></p><p> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p><p><blockquote>另一个风险可能来自服务行业的低增长，这可能是由法院对 App Store 支付模式的改变所推动的。即使是这种风险看起来也不太可能，因为苹果在周三与堡垒之夜发行商Epic Games的法律诉讼中再次获胜。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169522079","content_text":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.\n“The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.\nHuberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.\nApple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the Dow Jones Industrial Average’s 0.5% rise, the S&P 500’s 0.9% gain, and the Nasdaq Composite’s 0.04% advance.\nMorgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.\nWedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.\n“This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.\nIves estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.\nIves also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.\nOther tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.\n“We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.\nThere are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.\nAnother risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602312848,"gmtCreate":1638971683854,"gmtModify":1638971780962,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Wow...","listText":"Wow...","text":"Wow...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602312848","repostId":"2189695656","repostType":4,"isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608814429,"gmtCreate":1638678952346,"gmtModify":1638678952503,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Wow...","listText":"Wow...","text":"Wow...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/608814429","repostId":"1135581145","repostType":4,"repost":{"id":"1135581145","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":1638544438,"share":"https://www.laohunote.com/m/news/1135581145?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:13","market":"us","language":"en","title":"Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd 股价下跌 6%，而 Grab 股价上涨近 3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135581145","media":"Tiger Newspress","summary":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","content":"<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd 股价下跌 6%，而 Grab 在早盘交易中上涨近 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd 股价下跌 6%，而 Grab 股价上涨近 3%</blockquote></title>\n<style 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23:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd 股价下跌 6%，而 Grab 在早盘交易中上涨近 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135581145","content_text":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","news_type":1,"symbols_score_info":{"GRAB":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608071253,"gmtCreate":1638587328217,"gmtModify":1638587328378,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Wow...","listText":"Wow...","text":"Wow...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608071253","repostId":"1135581145","repostType":4,"repost":{"id":"1135581145","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":1638544438,"share":"https://www.laohunote.com/m/news/1135581145?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:13","market":"us","language":"en","title":"Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd 股价下跌 6%，而 Grab 股价上涨近 3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135581145","media":"Tiger Newspress","summary":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","content":"<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd 股价下跌 6%，而 Grab 在早盘交易中上涨近 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd 股价下跌 6%，而 Grab 股价上涨近 3%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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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\">\nSea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd 股价下跌 6%，而 Grab 股价上涨近 3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-03 23:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd 股价下跌 6%，而 Grab 在早盘交易中上涨近 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135581145","content_text":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","news_type":1,"symbols_score_info":{"GRAB":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601406516,"gmtCreate":1638544851412,"gmtModify":1638544851528,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"....","listText":"....","text":"....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601406516","repostId":"2188528084","repostType":4,"isVote":1,"tweetType":1,"viewCount":1492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844222072,"gmtCreate":1636432768689,"gmtModify":1636432769033,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844222072","repostId":"2182771266","repostType":4,"isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844226221,"gmtCreate":1636432753304,"gmtModify":1636432753685,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/844226221","repostId":"1121670869","repostType":4,"isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842937010,"gmtCreate":1636124397243,"gmtModify":1636124399954,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842937010","repostId":"1148829002","repostType":4,"repost":{"id":"1148829002","kind":"news","pubTimestamp":1636119638,"share":"https://www.laohunote.com/m/news/1148829002?lang=zh_CN&edition=full","pubTime":"2021-11-05 21:40","market":"us","language":"en","title":"Palantir: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies<blockquote>Palantir：SPAC 投资和前沿技术推动的人工智能巨头</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148829002","media":"Seeking Alpha","summary":"Summary\n\nPalantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion industries which provides for significant upside in the long run.</li>  <li>Apollo for Edge AI enables government and commercial customers to operationalise AI at scale in various conditions and circumstances.</li>  <li>Inclusion of Day 0 companies and Foundry for Builders start-ups allows Palantir to adopt an SaaS model, which gives additional recurring revenue whilst unlocking additional business opportunities across segments.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir 的 SPAC 投资组合为该公司提供了投资数十亿美元行业的早期机会，从长远来看，这提供了巨大的上涨空间。</li><li>Apollo for Edge AI 使政府和商业客户能够在各种条件和环境下大规模运营人工智能。</li><li>纳入第0天公司和建筑商初创企业的铸造厂使Palantir能够采用SaaS模式，这提供了额外的经常性收入，同时释放了跨细分市场的额外商业机会。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock 社论来自 Getty Images</span></p></blockquote></p><p> This article is contributed by Han Jie from the Superstocks Seekers team.</p><p><blockquote>本文由Superstocks Seekers团队韩杰供稿。</blockquote></p><p> <b>Business Overview:</b></p><p><blockquote><b>业务概况：</b></blockquote></p><p> Palantir Technologies(NYSE:PLTR)&nbsp;is an American software company that specializes in Big Data Analytics. It was co-founded by Peter Thiel and Alex Karp, together with 3 other founders; Nathan Gettings, Joe Lonsdale, and Stephen Cohen in 2003. The company was listed on the New York Stock Exchange (NYSE) in 2020.</p><p><blockquote>Palantir Technologies（纽约证券交易所股票代码：PLTR）是一家专门从事大数据分析的美国软件公司。它是由彼得·泰尔和亚历克斯·卡普以及其他3位创始人共同创立的；2003年，内森·盖廷斯、乔·朗斯代尔和斯蒂芬·科恩。该公司于2020年在纽约证券交易所（NYSE）上市。</blockquote></p><p> Palantir leverages machine learning, data analysis algorithms to identify, predict, and report conclusions and outcomes. Through these data collected, it is then processed and analysed where meaningful patterns and connections are then derived in order to make operational decisions and predict outcomes.</p><p><blockquote>Palantir利用机器学习和数据分析算法来识别、预测和报告结论和结果。通过收集的这些数据，然后对其进行处理和分析，得出有意义的模式和联系，以便做出运营决策和预测结果。</blockquote></p><p> A quick summary of Palantir’s 3 platforms: Gotham, Foundry and Apollo.</p><p><blockquote>Palantir 的三个平台简要总结： Gotham、Foundry 和 Apollo。</blockquote></p><p> <b>Gotham</b></p><p><blockquote><b>哥谭市</b></blockquote></p><p> Gotham is used by government intelligence agencies, health organizations, armies and police departments to fight terrorism, battle infectious diseases, win wars, and prevent civilian crime. They are also commonly referred to by Palantir as the operating system of governments. It is suspected that&nbsp;Gotham software&nbsp;is rumoured to have been used in the capture of Osama Bin Laden and other counter-terrorism campaigns that the U.S. armed forces have led.</p><p><blockquote>哥谭市被政府情报机构、卫生组织、军队和警察部门用来打击恐怖主义、对抗传染病、赢得战争和防止平民犯罪。Palantir也通常将它们称为政府的操作系统。据怀疑，Gotham软件被传言用于抓捕奥萨马·本·拉登和美国武装部队领导的其他反恐行动。</blockquote></p><p> <b>Foundry</b></p><p><blockquote><b>铸造厂</b></blockquote></p><p> Foundry is tailored for commercial organizations to collect, process, and analyze data to make better operational decisions efficiently. They are known as the data operating system of organizations. A few companies that have been working with Foundry are&nbsp;BP, for the use of technology to cut greenhouse-gas emissions and&nbsp;3M&nbsp;which has chosen to expand its use of Palantir’s Foundry platform to support its digital transformation, with the build-out of a dynamic supply chain.</p><p><blockquote>Foundry专为商业组织量身定制，用于收集、处理和分析数据，以高效地做出更好的运营决策。它们被称为组织的数据操作系统。与 Foundry 合作的几家公司包括 BP（利用技术减少温室气体排放）和 3M（选择扩大对 Palantir 铸造平台的使用，以支持其数字化转型，建立动态供应链。</blockquote></p><p> <b>Apollo</b></p><p><blockquote><b>阿波罗</b></blockquote></p><p> Apollo is a continuous delivery system that manages and deploys Palantir Gotham and Foundry. It was built out of the need for customers to use multiple public and private cloud platforms as part of their infrastructure. Apollo allows Palantir to provide software as a service (SaaS) across various terrains, environments, and scenarios, allowing ease of use and deployment across cloud, on-premises, and classified networks. Apollo is the piece that is able to securely bring together and scale both Foundry and Gotham.</p><p><blockquote>Apollo 是一个持续交付系统，负责管理和部署 Palantir Gotham 和 Foundry。它的构建是因为客户需要使用多个公共和私有云平台作为其基础设施的一部分。Apollo 允许 Palantir 在各种地形、环境和场景中提供软件即服务 (SaaS)，从而可以轻松地跨云、本地和机密网络使用和部署。阿波罗是能够安全地将铸造厂和哥谭市结合在一起并扩大规模的作品。</blockquote></p><p> Based on Palantir’s latest&nbsp;earnings call transcript in August, Apollo was coined as their “secret advantage”, where it allows the team to take the SaaS offering to blue-ocean deployment grounds, such as drones, subs, satellites, classified networks, and on-premises without losing the efficiencies and the scalability of a centrally managed SaaS solution. Having the flexibility to do so also allows for proper deployment and increases the take-rate of companies that are keen to collaborate with Palantir.</p><p><blockquote>根据 Palantir 八月份最新的财报看涨期权记录，Apollo 被认为是他们的 “秘密优势”，它允许团队将 SaaS 产品带到蓝海部署地点，如无人机、潜艇、卫星、机密网络和内部部署，而不会失去集中管理的 SaaS 解决方案的效率和可扩展性。拥有这样做的灵活性还可以进行适当的部署，并提高热衷于与Palantir合作的公司的采用率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/679d83f8c804fa10865ec0ee5cc698a0\" tg-width=\"1280\" tg-height=\"849\" width=\"100%\" height=\"auto\"><span>Source: Palantir Blog</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：Palantir博客</span></p></blockquote></p><p> <b>Understanding and taking a Deeper Dive into Palantir SPAC Investments:</b></p><p><blockquote><b>了解并深入了解 Palantir SPAC 投资：</b></blockquote></p><p> Based on Palantir’s most recent&nbsp;10-Q reports, it was revealed that Palantir has made an overall $250 million investment in 10 different companies. It was also highlighted that there were specific terms and conditions, where the closing of these investments are contingent upon the proposed business combination between the Investee and other parties.</p><p><blockquote>根据 Palantir 最近的 10 季度报告，Palantir 已对 10 家不同的公司进行了总计 2.5 亿美元的投资。会议亦强调，有特定条款及条件，该等投资的完成取决于被投资方与其他方之间的拟议业务合并。</blockquote></p><p> This investment strategy includes the inclusion of committed commercial services and agreements with the various companies and gives Palantir an edge forward in growing their Total Addressable Market (TAM), limiting their downside, and giving potentially explosive upside growth once they are entrenched in Palantir’s systems.</p><p><blockquote>这一投资战略包括承诺提供商业服务以及与各公司签订的协议，使 Palantir 在扩大其总目标市场 (TAM) 方面具有优势，限制了其下行空间，并在 Palantir 的系统中扎根后带来潜在的爆炸性增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cce4fc1fe02281b39331ffb8100602b\" tg-width=\"904\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Palantir’s 10-Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir的10-Q</span></p></blockquote></p><p> <b>Wejo</b></p><p><blockquote><b>韦乔</b></blockquote></p><p></p><p> Wejo is a global leader in connected vehicle data. The company offers a trading platform and web-based SaaS platform;Wejo Studio&nbsp;which analyzes data from millions of connected vehicles and translates billions of data points in near real-time into game-changing traffic and journey insights for business users to leverage. Organizations - from public sector transportation departments to real estate companies to fleet and logistics companies and beyond - can unlock a deeper understanding of mobility trends, enabling them to make smarter decisions faster, innovate and solve problems more effectively.</p><p><blockquote>Wejo是联网车辆数据领域的全球领导者。公司提供交易平台和基于网络的SaaS平台；Wejo Studio分析来自数百万辆联网车辆的数据，并将数十亿个数据点近乎实时地转化为改变游戏规则的交通和旅程见解，供商业用户利用。从公共部门交通部门到房地产公司，再到车队和物流公司等等，组织可以更深入地了解移动趋势，使他们能够更快地做出更明智的决策，更有效地进行创新和解决问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/21c4f01a05d0bce8886dc1bae5d86572\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d36dc9626c4b5196cf77419268e42710\" tg-width=\"1280\" tg-height=\"625\" width=\"100%\" height=\"auto\"><span>Source: Wejo’s official site</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Wejo官方网站</span></p></blockquote></p><p> Wejo and Palantir are looking to create an integrated data ecosystem for a partnership for the automotive industry and beyond. This is through Palantir’s investment in Wejo (through their agreement to merge with Virtuoso Acquisition Corp.(NASDAQ:VOSO)). Through their jointly released&nbsp;press release, it was stated that Wejo collects and analyses more than 16 billion data points per day in near real time across a network of 11 million live vehicles, and that there are more than 10 trillion data points and 48 billion journeys from connected vehicles. The partnership with Palantir’s Foundry platform also unlocks a diverse set of use cases that will benefit society on a global scale.</p><p><blockquote>Wejo 和 Palantir 希望为汽车行业及其他领域的合作伙伴关系创建一个集成的数据生态系统。这是通过 Palantir 对 Wejo 的投资（通过他们与 Virtuoso Acquisition Corp.（纳斯达克股票代码：VOSO）达成合并协议）实现的。通过他们联合发布的新闻稿，Wejo每天在1100万辆现场车辆的网络中近乎实时地收集和分析超过160亿个数据点，并且有超过10万亿个数据点和480亿次来自联网车辆的行程。与 Palantir 铸造平台的合作还带来了一系列多样化的用例，这些用例将在全球范围内造福社会。</blockquote></p><p> <b>Palantir and Wejo’s Partnership in the Automotive Industry</b></p><p><blockquote><b>Palantir与Wejo在汽车行业的合作</b></blockquote></p><p> Wejo collects and analyzes more than 16 billion data points per day in near real-time across a network of 11 million live vehicles. The&nbsp;partnership&nbsp;aims to combine Wejo’s robust data asset with the power of Palantir’s Foundry to unlock a diverse set of use cases that will benefit society on a greater scale.</p><p><blockquote>Wejo每天在1100万辆现场车辆的网络中近乎实时地收集和分析超过160亿个数据点。此次合作旨在将 Wejo 强大的数据资产与 Palantir 代工厂的实力相结合，以释放一系列多样化的用例，从而在更大范围内造福社会。</blockquote></p><p> The partnership between both parties will focus on support but not limited to: traffic and insurance solutions, remote diagnostics, integrated payments, advertising, retail and logistics, reducing emissions, improving vehicular safety measures, working with city planners in designing resilient smart cities, autonomous driving, etc.</p><p><blockquote>双方的合作将侧重于但不限于：交通和保险解决方案、远程诊断、综合支付、广告、零售和物流、减少排放、改善车辆安全措施、与城市规划者合作设计弹性智能城市、自动驾驶等。</blockquote></p><p> Through&nbsp;connected vehicle data, Palantir is able to take the data points collected and turn them into actionable intelligence where drivers and OEMs can take advantage of these to further understand and unlock the potential that allows for new solutions, opportunities, and accelerated growth. An example of this would be the ability to price mobility insurance plans efficiently because of the data points that have been collated throughout the various drive periods.</p><p><blockquote>通过联网的车辆数据，Palantir能够将收集的数据点转化为可操作的情报，驾驶员和原始设备制造商可以利用这些信息进一步了解和释放新解决方案、机会和加速增长的潜力。这方面的一个例子是，由于在各个驾驶期间整理了数据点，因此能够有效地为移动保险计划定价。</blockquote></p><p> Therefore, this partnership will improve the overall transportation system and experience for all related parties.</p><p><blockquote>因此，这种伙伴关系将改善所有相关方的整体运输系统和体验。</blockquote></p><p> <b>Sarcos Robotics</b></p><p><blockquote><b>萨科斯机器人</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11ea04317fb51ee7e4a31508bfe84bc\" tg-width=\"1280\" tg-height=\"854\" width=\"100%\" height=\"auto\"><span>Source: Sarcos Robotics Plans SPAC Deal for $1.3 Billion Value</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Sarcos Robotics 计划进行价值 13 亿美元的 SPAC 交易</span></p></blockquote></p><p> Sarcos(NASDAQ:STRC)&nbsp;develops robotic systems for non-repetitive tasks that are designed to increase productivity among industrial and military workers. Its wearable devices help people move heavy objects with mechanical limbs and support, reducing workplace injuries and allowing employees less capable of strenuous labor to carry out tasks such as lifting airport baggage and manufacturing components without assistance.</p><p><blockquote>Sarcos（纳斯达克股票代码：STRC）开发用于非重复性任务的机器人系统，旨在提高工业和军事工人的生产力。其可穿戴设备帮助人们通过机械肢体和支撑移动重物，减少工作场所伤害，并允许不太能够从事繁重劳动的员工在没有帮助的情况下执行搬运机场行李和制造零部件等任务。</blockquote></p><p> <b>Robots as a Service</b></p><p><blockquote><b>机器人即服务</b></blockquote></p><p> On April 4, 2021, the&nbsp;Company entered into an agreement with Palantir&nbsp;in which the Company would commit to utilizing software and services from Palantir over the next six years for a total of $42 million. The software and services are an integral part of the Company’s plans to provide Robots as a Service upon commercialization of the Company’s Guardian® XO and XT robots. In return, Palantir will make an investment of $21 million through the listing SPAC vehicle.</p><p><blockquote>2021年4月4日，该公司与Palantir签订协议，根据该协议，该公司将承诺在未来六年内使用Palantir的软件和服务，总额为4200万美元。该软件和服务是该公司计划在公司 Guardian 商业化后提供机器人即服务的组成部分。®XO和XT机器人。作为回报，Palantir 将通过上市 SPAC 工具投资 2100 万美元。</blockquote></p><p> <b>Unlocking data in Sarcos’s Robots</b></p><p><blockquote><b>解锁萨科斯机器人中的数据</b></blockquote></p><p> As mentioned by Ben Wolff, CEO ofSarcosduring a&nbsp;Benzinga interview, the main gist and benefit of the partnership are that Sarcos is now able to monitor and evaluate the data coming off from their machines. The robot as a service model that is built by Sarcos is the next generation unit of labour to augment the workforce.</p><p><blockquote>正如 Sarcos 首席执行官 Ben Wolff 在接受 Benzinga 采访时提到的那样，此次合作的主要要点和好处是 Sarcos 现在能够监控和评估其机器发出的数据。Sarcos打造的机器人即服务模型是增加劳动力的下一代劳动单位。</blockquote></p><p> Palantir’s role is crucial as it acts as a base to monitor and evaluate the data and for material decisions to be made.</p><p><blockquote>Palantir 的作用至关重要，因为它是监测和评估数据以及做出重大决策的基础。</blockquote></p><p> <b>Roivant Sciences</b></p><p><blockquote><b>Roivant科学</b></blockquote></p><p> Roivant Sciences(NASDAQ:ROIV)&nbsp;is a healthcare company focused on applying technology to drug development. Roivant builds subsidiary biotech and healthcare technology companies.</p><p><blockquote>Roivant Sciences（纳斯达克股票代码：ROIV）是一家专注于将技术应用于药物开发的医疗保健公司。Roivant 建立子公司生物技术和医疗保健技术公司。</blockquote></p><p></p><p> Roivant’s&nbsp;mission is to improve the delivery of healthcare to patients by treating each inefficiency as an opportunity. Roivant develops transformative medicines faster by building technologies and developing talent in creative ways, leveraging the Roivant platform to launch “Vants” - nimble and focused biopharmaceutical and health technology companies.</p><p><blockquote>Roivant 的使命是将每一次效率低下都视为机遇，从而改善为患者提供的医疗服务。Roivant 通过以创造性的方式构建技术和培养人才，更快地开发变革性药物，利用 Roivant 平台推出 “Vants”——灵活且专注的生物制药和健康技术公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65873c2987316e1a8322f4b39ba624db\" tg-width=\"1280\" tg-height=\"706\" width=\"100%\" height=\"auto\"><span>Source: Swiss Biotech</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：瑞士生物技术</span></p></blockquote></p><p> <b>A partnership between Roivant and Palantir</b></p><p><blockquote><b>Roivant 与 Palantir 的合作伙伴关系</b></blockquote></p><p> Palantir has invested $30 million in a private financing round into the&nbsp;SPAC, and Roivant Sciences will pay $39 million over a five-year period for a subscription contract for products and services under the agreement.</p><p><blockquote>Palantir 已在 SPAC 的一轮私人融资中投资了 3000 万美元，Roivant Sciences 将在五年内支付 3900 万美元，用于签订协议项下的产品和服务订阅合同。</blockquote></p><p> Through this partnership, Palantir is able to increase its reach in drug discovery and development. Together with the other strategic partners that Palantir is supporting in the Health Sciences industry, Palantir is able to share trial data with development partners and build out real-world evidence capabilities to support key disease areas. As more strategic partnerships are forged in this sector, it will only prove to be of greater benefit as better decisions are able to be made, and this leads to a net positive outcome for humankind as data is able to get analyzed more efficiently and effectively leading to more lives being saved.</p><p><blockquote>通过此次合作，Palantir 能够扩大其在药物发现和开发方面的影响力。与Palantir在健康科学行业支持的其他战略合作伙伴一起，Palantir能够与开发合作伙伴共享试验数据，并建立真实世界的证据能力，以支持关键疾病领域。随着在这一领域建立更多的战略伙伴关系，随着能够做出更好的决策，这只会带来更大的好处，这将为人类带来净积极的结果，因为数据能够得到更有效的分析，从而挽救更多的生命。</blockquote></p><p> <b>Celularity</b></p><p><blockquote><b>细胞性</b></blockquote></p><p> Celularity&nbsp;is a clinical-stage biotechnology company developing off-the-shelf placental-derived allogeneic cell therapies including genetically modified and unmodified NK cells, engineered T cells including CAR-T cells, and mesenchymal-like adherent stromal cells (ASCs), targeting indications across cancer, immunologic, infectious, and degenerative diseases.</p><p><blockquote>Celularity 是一家临床阶段的生物技术公司，开发现成的胎盘衍生的同种异体细胞疗法，包括基因修饰和未修饰的 NK 细胞、包括 CAR-T 细胞在内的工程化 T 细胞和间充质样粘附基质细胞 (ASC)，针对癌症、免疫、感染性和退行性疾病的适应症。</blockquote></p><p> Celularity went public via a SPAC deal with GX Acquisition Corp: (Nasdaq: GXGX) that valued the company at $1.7 billion. After the merger, the company announced that Palantir will be both an investor and partner of the company where Palantir invested $20 million and that they will provide Foundry services valued at $40 million over 5 years.</p><p><blockquote>Celularity 通过与 GX Acquisition Corp:（纳斯达克股票代码：GXGX）达成 SPAC 交易上市，该公司估值为 17 亿美元。合并后，该公司宣布 Palantir 将成为该公司的投资者和合作伙伴，Palantir 投资了 2000 万美元，并将在 5 年内提供价值 4000 万美元的代工服务。</blockquote></p><p> This multi-year strategic partnership will allow Celularity to leverage on Palantir’s Foundry AI Platform with the current deep dataset that Celularity has to accelerate and advance cellular therapies.</p><p><blockquote>这一多年战略合作伙伴关系将使 Celularity 能够利用 Palantir 的 Foundry AI 平台和 Celularity 目前拥有的深度数据集，加速和推进细胞疗法。</blockquote></p><p> <b>The Value by Palantir to Celularity</b></p><p><blockquote><b>Palantir对细胞性的价值</b></blockquote></p><p> As shared by&nbsp;Shyam Sankar, COO Palantir, Celularity’s approach to cellular therapies and its potential to be transformational in the field of placental cellular technology is synergized with the data analytics capabilities that Palantir is able to offer.</p><p><blockquote>正如 Palantir 首席运营官 Shyam Sankar 所分享的那样，Celularity 的细胞疗法方法及其在胎盘细胞技术领域的变革潜力与 Palantir 能够提供的数据分析能力相得益彰。</blockquote></p><p> Through Palantir, meaningful clinical insights are able to be generated and this allows organizations to accelerate life sciences research and enables data-driven inference to guide scientific research.</p><p><blockquote>通过Palantir，能够产生有意义的临床见解，这使得组织能够加速生命科学研究，并使数据驱动的推理能够指导科学研究。</blockquote></p><p> Robert J. Hariri, Chairperson and CEOCelularity,also shared that the Palantir platform is able to provide deep analysis of large and complex datasets related to the genomics, secretomics, epigenetics and biological performance of cells in manufacturing and clinically.</p><p><blockquote>CEOCelularity 董事长兼 Robert J. Hariri 也分享说，Palantir 平台能够对与基因组学、分泌组学、表观遗传学以及制造和临床中细胞生物性能相关的大型复杂数据集进行深入分析。</blockquote></p><p> The partnership between both companies provides the foundation for translating data into inference that can guide research and development programs, and is able to achieve the combined goal of creating the next evolution in cellular medicine.</p><p><blockquote>两家公司之间的合作伙伴关系为将数据转化为可以指导研发计划的推理提供了基础，并能够实现创造细胞医学下一次进化的共同目标。</blockquote></p><p> <b>Next Growth Driver: Palantir AI/ML Modules on Edge</b></p><p><blockquote><b>下一个增长动力：Palantir AI/ML 边缘模块</b></blockquote></p><p> As global industries and companies shift their focus and emphasis into building Artificial Intelligence and Machine Learning modules, it is important to understand that beyond the build, it is also important to be able to manage models over time and to make them useful for downstream operations. Palantir does so by deploying these&nbsp;AI/ML modelson top of a trustworthy data foundation and continuously improving them based on user decisions and feedback - in a cyclic way.</p><p><blockquote>随着全球行业和公司将他们的焦点和重点转移到构建人工智能和机器学习模块上，重要的是要明白，除了构建之外，能够随着时间的推移管理模型并使它们对下游运营有用也很重要。Palantir通过在值得信赖的数据基础上部署这些AI/ML模型，并根据用户决策和反馈不断改进它们——以循环的方式。</blockquote></p><p> <b>Interconnected Micro Models Ecosystem</b></p><p><blockquote><b>互联微模型生态系统</b></blockquote></p><p> Palantir has pioneered an entirely new approach to enterprise modelling called Micro Models. Micro Models help to decompose a goal into the smallest useful tasks and deploy models to solve them. Palantir software then chains these models together. In the chaining process, the platform standardizes the outputs of one model so that they can become inputs to models downstream, powering advanced interconnected workflows.</p><p><blockquote>Palantir开创了一种全新的企业建模方法，称为微型模型。微观模型有助于将目标分解成最小的有用任务，并部署模型来解决它们。然后，Palantir软件将这些模型链接在一起。在链接过程中，平台标准化一个模型的输出，以便它们可以成为下游模型的输入，为高级互联工作流提供动力。</blockquote></p><p> <b>Palantir’s Edge AI - Allowing Software Applicability across Extreme Terrains and Conditions</b></p><p><blockquote><b>Palantir 的 Edge AI - 允许软件在极端地形和条件下适用</b></blockquote></p><p> Palantir’s approach for responsible AI/ML in Palantir Foundry reflects foundational belief in augmenting human intelligence, and not replacing it. Through the algorithms, the most effective manner is done when humans are empowered to understand the knowledge and basis behind certain behaviors, such that they are able to ask complex questions, interpret answers, and act on results.</p><p><blockquote>Palantir 在 Palantir Foundry 中实现负责任的人工智能/人工智能的方法反映了增强人类智能而不是取代人类智能的基本信念。通过算法，当人类被授权理解某些行为背后的知识和基础时，最有效的方式是这样的，这样他们就能够问复杂的问题，解释答案，并根据结果采取行动。</blockquote></p><p></p><p> Palantir Edge AI&nbsp;is Palantir’s AI orchestration and sensor fusion engine that runs on disconnected, remote endpoints. It enables autonomous decision-making for on-hardware models consuming real-time sensor, radio, acoustic, geo-registration, and time series data. Extremely lightweight and power efficient, Palantir Edge Ai brings AI to drones, vehicles, buildings, oil rigs, aircraft, ships, wind turbines, robots, satellites - and more.</p><p><blockquote>Palantir Edge AI 是 Palantir 的人工智能编排和传感器融合引擎，可在离线的远程端点上运行。它支持使用实时传感器、无线电、声学、地理配准和时间序列数据的硬件模型的自主决策。Palantir Edge AI极其轻便且节能，将人工智能引入无人机、车辆、建筑物、石油钻井平台、飞机、船舶、风力涡轮机、机器人、卫星等领域。</blockquote></p><p> <b>Unpacking the Technical White Paper by Palantir on Edge AI</b></p><p><blockquote><b>解读Palantir关于Edge AI的技术白皮书</b></blockquote></p><p> Diving into the&nbsp;White Paper, we have identified several factors that highlight how mission-critical and crucial Palantir’s platform services are. Through the amount of collective data from various IoT sensors at the edge, Palantir is able to unpack these into analytics and datasets into valuable analyses.</p><p><blockquote>在白皮书中，我们发现了几个因素，这些因素凸显了 Palantir 平台服务对任务的重要性。通过来自边缘各种物联网传感器的大量集体数据，Palantir能够将这些数据解压缩成分析，并将数据集解压缩成有价值的分析。</blockquote></p><p> Time dependency is also a core criteria as these data are moved to the cloud for processing and that it is of utmost importance to report back the most accurate analysis. These split second decision making processes will allow for a competitive advantage to these organizations and provide autonomous decision-making.</p><p><blockquote>时间依赖性也是一个核心标准，因为这些数据被移动到云端进行处理，并且报告最准确的分析至关重要。这些分割秒的决策过程将为这些组织提供竞争优势，并提供自主决策。</blockquote></p><p> Palantir provides a plethora of services and platforms that are mission-critical and indispensable across unfamiliar territories, terrains, and conditions. It also creates more value through the continuous aggregation and analysis of the data that is produced in these conditions. This increases its “stickiness” and replaceability between itself and the consumers.</p><p><blockquote>Palantir 提供了大量的服务和平台，这些服务和平台对于任务至关重要，并且在陌生的地区、地形和条件下不可或缺。它还通过不断汇总和分析在这些条件下产生的数据来创造更多价值。这增加了它在自身和消费者之间的“粘性”和可替代性。</blockquote></p><p> Very often, Palantir is mission-critical and built for situations where time and efficiency matters. The ability to go online in various low-bandwidth, low-power formats and conditions across vehicles such as drones, aircraft, ships, robots, buildings, and satellites make it extremely valuable as the data has to be precise and time-sensitive.</p><p><blockquote>通常，Palantir 对任务至关重要，专为时间和效率至关重要的情况而设计。在无人机、飞机、船舶、机器人、建筑物和卫星等车辆上以各种低带宽、低功耗格式和条件下在线的能力使其极具价值，因为数据必须精确且具有时间敏感性。</blockquote></p><p> <b>Ramping up on Sales Team</b></p><p><blockquote><b>加强销售团队建设</b></blockquote></p><p> Palantir has also recognised the need to invest resources to build a strong sales and marketing team. Quality and time invested over the past decade to build up superior products and trained technical capabilities has paid off and they are now primed for scaling up.</p><p><blockquote>Palantir还认识到需要投入资源来建立一个强大的销售和营销团队。过去十年为打造卓越产品和训练有素的技术能力而投入的质量和时间已经得到回报，他们现在已经准备好扩大规模。</blockquote></p><p> Beyond working with more traditional conglomerate names such as International Business Machine Corp. (IBM), Fujitsu Ltd, and BP, Palantir has also started to transit into the Small and Medium Business (SMB) category through monthly subscriptions into startups connected to former employees.</p><p><blockquote>除了与国际商业机器公司（IBM）、富士通有限公司和英国石油公司等更传统的企业集团合作外，Palantir还开始通过每月订阅与前员工有联系的初创公司来进入中小型企业（SMB）类别。</blockquote></p><p> <b>Palantir’s Sales Growth</b></p><p><blockquote><b>Palantir 的销售增长</b></blockquote></p><p> Palantir continues to see consistent growth with total revenues rising by 49% year-over-year to $376 million in Q2.</p><p><blockquote>Palantir 继续实现持续增长，第二季度总收入同比增长 49%，达到 3.76 亿美元。</blockquote></p><p> Beyond ramping up on its direct sales force and expanding its distribution channels, Palantir has also shifted from a highly customized time-consuming deployment model to a slightly more standardized model. This allows for the ease of onboarding for commercial partners, where the turnaround time can also be reduced as deployment and fulfilment is made more efficient and this shift also reduces the technical reliance on engineers to further configure and maintain the platform.</p><p><blockquote>除了加强直销队伍和扩大分销渠道外，Palantir 还从高度定制、耗时的部署模式转向了稍微标准化的模式。这使得商业合作伙伴可以轻松入职，随着部署和履行变得更加高效，周转时间也可以缩短，这种转变还减少了对工程师进一步配置和维护平台的技术依赖。</blockquote></p><p> <b>Palantir’s Earnings Call</b></p><p><blockquote><b>Palantir 的盈利看涨期权</b></blockquote></p><p> In the&nbsp;earnings call for Q2, COO Sankar also mentioned that the company has further hired more sales representatives, increasing more than 60 hires in the second quarter. This surpassed more than 100 hires in the first half of the year.</p><p><blockquote>在Q2财报看涨期权中，首席运营官Sankar还提到，公司进一步聘请了更多销售代表，第二季度增加了60多名销售代表。这超过了上半年的100多名员工。</blockquote></p><p> Palantir added 20 net new customers in the second quarter and the commercial customer count grew 32% in Q2. The total contract value in the second quarter was also over $900 million, outlying an exciting path ahead of future growth in the company.</p><p><blockquote>Palantir 第二季度净增 20 名新客户，第二季度商业客户数量增长 32%。第二季度的合同总价值也超过 9 亿美元，为公司未来的增长开辟了一条令人兴奋的道路。</blockquote></p><p> By observing, identifying and understanding the statistics and contracts agreement won by Palantir, it can be safely concluded that there is a strong product-market fit by the software of both Foundry and Gotham. The company has also proven capable and successful in onboarding major business enterprises onto their multi-year and millions renewable contract.</p><p><blockquote>通过观察、识别和理解Palantir赢得的统计和合同协议，可以有把握地得出结论，Foundry和Gotham的软件都具有很强的产品市场契合度。事实证明，该公司有能力并成功地将大型商业企业纳入其多年期和数百万美元的可续签合同。</blockquote></p><p> The stance of Palantir has also changed where in the past, CEO Alex Karp used to mention that the company’s&nbsp;tech was good enough for it to sell itself, that everybody in the company is an engineer and there are no salespeople in the team.</p><p><blockquote>Palantir 的立场也发生了变化，过去首席执行官亚历克斯-卡普（Alex Karp）曾提到，公司的技术足够好，可以推销自己，公司里的每个人都是工程师，团队里没有销售人员。</blockquote></p><p> Therefore, from the recognition and evolution of the company towards embracing its sales team, it also shows that Alex Karp believes that Palantir’s product is ready for massive scale and growth. It is best represented by the proverbial “pouring gasoline on the fire” where these additional sales hires will tip the overall market adoption to the favor of Palantir.</p><p><blockquote>因此，从公司的认可和发展到拥抱其销售团队，也表明 Alex Karp 相信 Palantir 的产品已经准备好迎接大规模的规模化和增长。众所周知，“火上浇油”就是最好的例证，这些额外的销售人员将使整体市场采用率向 Palantir 倾斜。</blockquote></p><p> <b>A first look into the aforementioned Day 0 Companies</b></p><p><blockquote><b>初步了解上述第 0 天公司</b></blockquote></p><p> In the earnings call, the executive team mentioned that they will also further focus on Day 0 companies, in order to give the company additional commercial outreach, and to expand Palantir’s capabilities and capacity to provide crucial services to smaller enterprises.</p><p><blockquote>在财报看涨期权上，高管团队提到，他们还将进一步关注 Day 0 公司，以便为公司提供更多的商业推广机会，并扩大 Palantir 的能力和能力，为小型企业提供关键服务。</blockquote></p><p></p><p> Quoting COO Sankar: “We are making foundry accessible to even more Day 0 companies with foundry for Builders, a program which supports early stage companies with access to Foundry, allowing these companies to build their operations on foundry from the outset, enabling them not just to efficiently manage, but actually to wield the increasing complexity of their growing businesses to disrupt incumbents and to win in the marketplace. And while competitors are bogged down by legacy IT investments and an obsession with reinventing every wheel internally, these companies have no IT catalog.\"</p><p><blockquote>引用首席运营官桑卡尔的话： “我们正在通过 Foundry for Builders 计划，让更多的 0 天公司能够使用 Foundry，该计划为早期公司提供使用 Foundry 的机会，使这些公司能够从一开始就在 Foundry 上开展业务，使他们不仅能够高效地管理，而且能够真正利用不断增长的业务日益复杂的复杂性来颠覆现有公司，并在市场上取得胜利。虽然竞争对手因传统 IT 投资和痴迷于在内部重新发明每个轮子而陷入困境，但这些公司没有 IT 目录。”</blockquote></p><p> <b>Potential of Day 0 Companies</b></p><p><blockquote><b>第 0 天公司的潜力</b></blockquote></p><p> Palantir’s management also shared that by identifying these day 0 companies, or innovative companies that are in the frontier of solving massive tremendous problems, it allows Palantir to reduce the timeline as most of these companies are able to be nimble and adaptable. Having a focused vision and ambition to tackle enormous problems, they are also able to accomplish and work closely with Palantir to hit business goals and objectives.</p><p><blockquote>Palantir 的管理层还表示，通过识别这些处于解决巨大问题前沿的 0 日公司或创新型公司，Palantir 可以缩短时间，因为这些公司中的大多数都具有灵活性和适应性。他们拥有解决巨大问题的专注愿景和雄心，也能够完成并与Palantir密切合作，以实现业务目标和目的。</blockquote></p><p> Therefore, being able to identify these companies early in the journey allows Palantir to have a first mover advantage, by partnering up with them and fulfilling their goals and objectives. This creates a long-term partnership where both parties benefit concurrently, with Palantir being able to further reinvest their earnings and capital into these companies, thus creating a fly-wheel effect leading to more shareholder value down the road.</p><p><blockquote>因此，能够在旅程的早期识别这些公司，使Palantir拥有先发优势，与它们合作并实现它们的目标和目的。这建立了双方同时受益的长期合作伙伴关系，Palantir 能够进一步将其收益和资本再投资于这些公司，从而产生飞轮效应，从而在未来带来更多股东价值。</blockquote></p><p> <b>Foundry for Builders initiative</b></p><p><blockquote><b>建筑商铸造厂计划</b></blockquote></p><p> The&nbsp;Foundry for Builders&nbsp;initiative was launched in July to support early-stage companies by providing them with the Palantir Foundry platform to further support these companies' growth. The platform transforms the way organizations run by creating a central operating system for their data that is designed to scale with increasing complexity while powering data-driven decision making.</p><p><blockquote>Foundry for Builders 计划于 7 月启动，旨在通过为早期公司提供 Palantir Foundry 平台来支持它们，以进一步支持这些公司的发展。该平台通过为其数据创建一个中央操作系统来改变组织的运行方式，该系统旨在随着复杂性的增加而扩展，同时为数据驱动的决策提供动力。</blockquote></p><p> In order to increase accessibility for these start-ups, Palantir has licensed Foundry under a subscription model. This is offered as a fully managed SaaS and provides end-to-end platform that includes cloud hosting, data integration, flexible analytics, visualization, model-building, operational decision-making, and decision capture.</p><p><blockquote>为了增加这些初创企业的可及性，Palantir 以订阅模式授权 Foundry。这是一个完全托管的SaaS，提供端到端平台，包括云托管、数据集成、灵活分析、可视化、模型构建、运营决策和决策捕获。</blockquote></p><p> Previously, Palantir’s business model with the government and large enterprises and multinational corporations was in the format of a multi-year agreement spanning across multi-millions. These contracts are then renewed before expiry. The inclusion of these smaller companies gives Palantir further reach, where the companies are now able to access technology that was previously offered to established and leading organizations.</p><p><blockquote>此前，Palantir 与政府、大型企业和跨国公司的商业模式是签订数百万美元的多年协议。该等合约随后于到期前续期。这些小公司的加入使Palantir获得了进一步的影响力，这些公司现在能够获得以前提供给成熟和领先组织的技术。</blockquote></p><p> As a SaaS platform, Palantir is now accessible to companies in more sectors and industries, as the barriers of entry for these companies to onboard and trial out Palantir is lowered as capital investment and expenditure is reduced and made more available.</p><p><blockquote>作为一个SaaS平台，Palantir现在可供更多部门和行业的公司使用，因为随着资本投资和支出的减少和可用性的增加，这些公司加入和试用Palantir的门槛降低了。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ada2e486aa9aed9ac05ac40f9a4f3bd6\" tg-width=\"1280\" tg-height=\"878\" width=\"100%\" height=\"auto\"><span>Source: Author’s own estimation, extracted from 10Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者自行估计，摘自 10Q</span></p></blockquote></p><p> The assumption for the above valuation model is that growth eventually tapers down according to management’s estimation of 30% from 2021 to 2025. However, we are of the belief that Palantir could continue growing as they are fast becoming one of the most important software companies in the world.</p><p><blockquote>上述估值模型的假设是，根据管理层对 2021 年至 2025 年 30% 的估计，增长最终会逐渐放缓。然而，我们相信Palantir可以继续发展，因为他们正在迅速成为世界上最重要的软件公司之一。</blockquote></p><p> For FCF percentage margin, we modelled after several reference points and found out that matured software companies are able to generate up to 30% free cash flow margins.</p><p><blockquote>对于自由现金流百分比利润率，我们根据几个参考点进行建模，发现成熟的软件公司能够产生高达30%的自由现金流利润率。</blockquote></p><p> Based on a 30x Price to Free Cash Flow, the estimated intrinsic value is approximately $11.83. If we use a 40x Price to Free Cash Flow, the estimated intrinsic value is $15.44.</p><p><blockquote>基于 30 倍的自由现金流价格，估计内在价值约为 11.83 美元。如果我们使用40倍的价格来释放现金流，估计内在价值为15.44美元。</blockquote></p><p> Although we are bullish on the overall investment thesis, the share price might be on the higher side. A few key areas that we would take note in the upcoming quarterly earnings would be: (1) improving earning margins, (2) if growth rate tapers down as per management’s guidance or they continue to maintain at 40+% for the next few quarters, (3) how are the SPAC investments coming online, and if there is any cash-drag that we should take note of, (4) Share-based Compensation (SBC); we believe that dilution will eventually stabilize and not be a major factor towards existing shareholders.</p><p><blockquote>尽管我们看好整体投资论点，但股价可能会偏高。我们将在即将发布的季度财报中注意到的几个关键领域是：(1) 提高利润率，(2) 增长率是否按照管理层的指导逐步下降，或者在未来几个季度继续保持在 40% 以上，(3) SPAC 投资的情况如何，以及是否有任何我们应该注意的现金拖累，(4) 基于股份的薪酬 (SBC)；我们相信稀释最终会稳定下来，不会成为现有股东的主要因素。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir has evolved its business models throughout the years. From being extremely focused on the Government sector to opening up its capabilities in the Commercial space.</p><p><blockquote>多年来，Palantir不断发展其商业模式。从过度关注政府部门到开放其在商业领域的能力。</blockquote></p><p></p><p> The “Foundry for Builders” program also allows smaller companies to have the opportunity to play in the same field as the larger enterprises. This is through a SaaS model where a subscription fee is paid. Furthermore, Palantir is able to upsell and cross-sell their modules and as these partners continue scaling up, they might have more service requirements. Palantir is thus positioned to enjoy this increase in Average Revenue per Partner.</p><p><blockquote>“建筑商铸造厂 ”计划也让小型公司有机会与大型企业在同一领域竞争。这是通过支付订阅费的SaaS模式。此外，Palantir能够追加销售和交叉销售他们的模块，随着这些合作伙伴不断扩大规模，他们可能会有更多的服务需求。因此，Palantir有望享受每个合作伙伴平均收入的增长。</blockquote></p><p> Investors should continue to monitor these SPAC investments and to further understand management’s intention. Several thoughts that come to mind is that if these companies do not continue to perform, what will be Palantir’s strategy?</p><p><blockquote>投资者应继续关注这些特殊目的收购公司的投资，并进一步了解管理层的意图。我想到的几个想法是，如果这些公司不继续表现，Palantir 的战略会是什么？</blockquote></p><p> As an investor holding share in the company, my perspective is to treat these as Call Options, or even to have a view that Palantir is taking out their excess retained earnings to invest in exciting companies and projects. Similar to how a Venture Capitalist performs, if one of these companies outperforms and becomes a 10-50 bagger, it greatly benefits Palantir who owns shares. One thing for sure is that trust in the management team to continue sourcing out the right business associates and partners is important.</p><p><blockquote>作为持有公司股票的投资者，我的观点是将这些视为看涨期权期权，甚至认为 Palantir 正在拿出超额留存收益投资于令人兴奋的公司和项目。与风险投资家的表现类似，如果其中一家公司表现出色并成为 10-50 的装袋商，这将极大地有利于拥有股份的 Palantir。有一件事是肯定的，信任管理团队继续寻找合适的业务伙伴和合作伙伴是很重要的。</blockquote></p><p> Palantir, swiftly becoming one of the most important software companies in the world is also able to be a first-mover in these sectors, to gain an advantage by learning about them. Through these insights, they are then able to continuously execute and onboard other companies in similar industries onto their platforms. By opening up to Small-Medium Businesses,Palantiris also able to expand its addressable market. All these points to continuous growth and compounding in stock prices for the next few years, thus creating further upside for investors who have the patience to hold the stock.</p><p><blockquote>Palantir迅速成为世界上最重要的软件公司之一，也能够成为这些领域的先行者，通过了解这些领域获得优势。通过这些见解，他们能够持续执行并将类似行业的其他公司纳入他们的平台。通过向中小型企业开放， Palantiris 还能够扩大其潜在市场。所有这些都表明未来几年股价将持续增长和复合，从而为有耐心持有股票的投资者创造进一步的上涨空间。</blockquote></p><p> Being able to have access to build upon these new edge technologies allows Palantir to remain relevant and build further relationships to solve greater problems around the world!</p><p><blockquote>能够利用这些新的边缘技术，使Palantir能够保持相关性，并建立进一步的关系，以解决世界各地的更大问题!</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: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies<blockquote>Palantir：SPAC 投资和前沿技术推动的人工智能巨头</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies<blockquote>Palantir：SPAC 投资和前沿技术推动的人工智能巨头</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\">2021-11-05 21:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion industries which provides for significant upside in the long run.</li>  <li>Apollo for Edge AI enables government and commercial customers to operationalise AI at scale in various conditions and circumstances.</li>  <li>Inclusion of Day 0 companies and Foundry for Builders start-ups allows Palantir to adopt an SaaS model, which gives additional recurring revenue whilst unlocking additional business opportunities across segments.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir 的 SPAC 投资组合为该公司提供了投资数十亿美元行业的早期机会，从长远来看，这提供了巨大的上涨空间。</li><li>Apollo for Edge AI 使政府和商业客户能够在各种条件和环境下大规模运营人工智能。</li><li>纳入第0天公司和建筑商初创企业的铸造厂使Palantir能够采用SaaS模式，这提供了额外的经常性收入，同时释放了跨细分市场的额外商业机会。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock 社论来自 Getty Images</span></p></blockquote></p><p> This article is contributed by Han Jie from the Superstocks Seekers team.</p><p><blockquote>本文由Superstocks Seekers团队韩杰供稿。</blockquote></p><p> <b>Business Overview:</b></p><p><blockquote><b>业务概况：</b></blockquote></p><p> Palantir Technologies(NYSE:PLTR)&nbsp;is an American software company that specializes in Big Data Analytics. It was co-founded by Peter Thiel and Alex Karp, together with 3 other founders; Nathan Gettings, Joe Lonsdale, and Stephen Cohen in 2003. The company was listed on the New York Stock Exchange (NYSE) in 2020.</p><p><blockquote>Palantir Technologies（纽约证券交易所股票代码：PLTR）是一家专门从事大数据分析的美国软件公司。它是由彼得·泰尔和亚历克斯·卡普以及其他3位创始人共同创立的；2003年，内森·盖廷斯、乔·朗斯代尔和斯蒂芬·科恩。该公司于2020年在纽约证券交易所（NYSE）上市。</blockquote></p><p> Palantir leverages machine learning, data analysis algorithms to identify, predict, and report conclusions and outcomes. Through these data collected, it is then processed and analysed where meaningful patterns and connections are then derived in order to make operational decisions and predict outcomes.</p><p><blockquote>Palantir利用机器学习和数据分析算法来识别、预测和报告结论和结果。通过收集的这些数据，然后对其进行处理和分析，得出有意义的模式和联系，以便做出运营决策和预测结果。</blockquote></p><p> A quick summary of Palantir’s 3 platforms: Gotham, Foundry and Apollo.</p><p><blockquote>Palantir 的三个平台简要总结： Gotham、Foundry 和 Apollo。</blockquote></p><p> <b>Gotham</b></p><p><blockquote><b>哥谭市</b></blockquote></p><p> Gotham is used by government intelligence agencies, health organizations, armies and police departments to fight terrorism, battle infectious diseases, win wars, and prevent civilian crime. They are also commonly referred to by Palantir as the operating system of governments. It is suspected that&nbsp;Gotham software&nbsp;is rumoured to have been used in the capture of Osama Bin Laden and other counter-terrorism campaigns that the U.S. armed forces have led.</p><p><blockquote>哥谭市被政府情报机构、卫生组织、军队和警察部门用来打击恐怖主义、对抗传染病、赢得战争和防止平民犯罪。Palantir也通常将它们称为政府的操作系统。据怀疑，Gotham软件被传言用于抓捕奥萨马·本·拉登和美国武装部队领导的其他反恐行动。</blockquote></p><p> <b>Foundry</b></p><p><blockquote><b>铸造厂</b></blockquote></p><p> Foundry is tailored for commercial organizations to collect, process, and analyze data to make better operational decisions efficiently. They are known as the data operating system of organizations. A few companies that have been working with Foundry are&nbsp;BP, for the use of technology to cut greenhouse-gas emissions and&nbsp;3M&nbsp;which has chosen to expand its use of Palantir’s Foundry platform to support its digital transformation, with the build-out of a dynamic supply chain.</p><p><blockquote>Foundry专为商业组织量身定制，用于收集、处理和分析数据，以高效地做出更好的运营决策。它们被称为组织的数据操作系统。与 Foundry 合作的几家公司包括 BP（利用技术减少温室气体排放）和 3M（选择扩大对 Palantir 铸造平台的使用，以支持其数字化转型，建立动态供应链。</blockquote></p><p> <b>Apollo</b></p><p><blockquote><b>阿波罗</b></blockquote></p><p> Apollo is a continuous delivery system that manages and deploys Palantir Gotham and Foundry. It was built out of the need for customers to use multiple public and private cloud platforms as part of their infrastructure. Apollo allows Palantir to provide software as a service (SaaS) across various terrains, environments, and scenarios, allowing ease of use and deployment across cloud, on-premises, and classified networks. Apollo is the piece that is able to securely bring together and scale both Foundry and Gotham.</p><p><blockquote>Apollo 是一个持续交付系统，负责管理和部署 Palantir Gotham 和 Foundry。它的构建是因为客户需要使用多个公共和私有云平台作为其基础设施的一部分。Apollo 允许 Palantir 在各种地形、环境和场景中提供软件即服务 (SaaS)，从而可以轻松地跨云、本地和机密网络使用和部署。阿波罗是能够安全地将铸造厂和哥谭市结合在一起并扩大规模的作品。</blockquote></p><p> Based on Palantir’s latest&nbsp;earnings call transcript in August, Apollo was coined as their “secret advantage”, where it allows the team to take the SaaS offering to blue-ocean deployment grounds, such as drones, subs, satellites, classified networks, and on-premises without losing the efficiencies and the scalability of a centrally managed SaaS solution. Having the flexibility to do so also allows for proper deployment and increases the take-rate of companies that are keen to collaborate with Palantir.</p><p><blockquote>根据 Palantir 八月份最新的财报看涨期权记录，Apollo 被认为是他们的 “秘密优势”，它允许团队将 SaaS 产品带到蓝海部署地点，如无人机、潜艇、卫星、机密网络和内部部署，而不会失去集中管理的 SaaS 解决方案的效率和可扩展性。拥有这样做的灵活性还可以进行适当的部署，并提高热衷于与Palantir合作的公司的采用率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/679d83f8c804fa10865ec0ee5cc698a0\" tg-width=\"1280\" tg-height=\"849\" width=\"100%\" height=\"auto\"><span>Source: Palantir Blog</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：Palantir博客</span></p></blockquote></p><p> <b>Understanding and taking a Deeper Dive into Palantir SPAC Investments:</b></p><p><blockquote><b>了解并深入了解 Palantir SPAC 投资：</b></blockquote></p><p> Based on Palantir’s most recent&nbsp;10-Q reports, it was revealed that Palantir has made an overall $250 million investment in 10 different companies. It was also highlighted that there were specific terms and conditions, where the closing of these investments are contingent upon the proposed business combination between the Investee and other parties.</p><p><blockquote>根据 Palantir 最近的 10 季度报告，Palantir 已对 10 家不同的公司进行了总计 2.5 亿美元的投资。会议亦强调，有特定条款及条件，该等投资的完成取决于被投资方与其他方之间的拟议业务合并。</blockquote></p><p> This investment strategy includes the inclusion of committed commercial services and agreements with the various companies and gives Palantir an edge forward in growing their Total Addressable Market (TAM), limiting their downside, and giving potentially explosive upside growth once they are entrenched in Palantir’s systems.</p><p><blockquote>这一投资战略包括承诺提供商业服务以及与各公司签订的协议，使 Palantir 在扩大其总目标市场 (TAM) 方面具有优势，限制了其下行空间，并在 Palantir 的系统中扎根后带来潜在的爆炸性增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cce4fc1fe02281b39331ffb8100602b\" tg-width=\"904\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Palantir’s 10-Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir的10-Q</span></p></blockquote></p><p> <b>Wejo</b></p><p><blockquote><b>韦乔</b></blockquote></p><p></p><p> Wejo is a global leader in connected vehicle data. The company offers a trading platform and web-based SaaS platform;Wejo Studio&nbsp;which analyzes data from millions of connected vehicles and translates billions of data points in near real-time into game-changing traffic and journey insights for business users to leverage. Organizations - from public sector transportation departments to real estate companies to fleet and logistics companies and beyond - can unlock a deeper understanding of mobility trends, enabling them to make smarter decisions faster, innovate and solve problems more effectively.</p><p><blockquote>Wejo是联网车辆数据领域的全球领导者。公司提供交易平台和基于网络的SaaS平台；Wejo Studio分析来自数百万辆联网车辆的数据，并将数十亿个数据点近乎实时地转化为改变游戏规则的交通和旅程见解，供商业用户利用。从公共部门交通部门到房地产公司，再到车队和物流公司等等，组织可以更深入地了解移动趋势，使他们能够更快地做出更明智的决策，更有效地进行创新和解决问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/21c4f01a05d0bce8886dc1bae5d86572\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d36dc9626c4b5196cf77419268e42710\" tg-width=\"1280\" tg-height=\"625\" width=\"100%\" height=\"auto\"><span>Source: Wejo’s official site</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Wejo官方网站</span></p></blockquote></p><p> Wejo and Palantir are looking to create an integrated data ecosystem for a partnership for the automotive industry and beyond. This is through Palantir’s investment in Wejo (through their agreement to merge with Virtuoso Acquisition Corp.(NASDAQ:VOSO)). Through their jointly released&nbsp;press release, it was stated that Wejo collects and analyses more than 16 billion data points per day in near real time across a network of 11 million live vehicles, and that there are more than 10 trillion data points and 48 billion journeys from connected vehicles. The partnership with Palantir’s Foundry platform also unlocks a diverse set of use cases that will benefit society on a global scale.</p><p><blockquote>Wejo 和 Palantir 希望为汽车行业及其他领域的合作伙伴关系创建一个集成的数据生态系统。这是通过 Palantir 对 Wejo 的投资（通过他们与 Virtuoso Acquisition Corp.（纳斯达克股票代码：VOSO）达成合并协议）实现的。通过他们联合发布的新闻稿，Wejo每天在1100万辆现场车辆的网络中近乎实时地收集和分析超过160亿个数据点，并且有超过10万亿个数据点和480亿次来自联网车辆的行程。与 Palantir 铸造平台的合作还带来了一系列多样化的用例，这些用例将在全球范围内造福社会。</blockquote></p><p> <b>Palantir and Wejo’s Partnership in the Automotive Industry</b></p><p><blockquote><b>Palantir与Wejo在汽车行业的合作</b></blockquote></p><p> Wejo collects and analyzes more than 16 billion data points per day in near real-time across a network of 11 million live vehicles. The&nbsp;partnership&nbsp;aims to combine Wejo’s robust data asset with the power of Palantir’s Foundry to unlock a diverse set of use cases that will benefit society on a greater scale.</p><p><blockquote>Wejo每天在1100万辆现场车辆的网络中近乎实时地收集和分析超过160亿个数据点。此次合作旨在将 Wejo 强大的数据资产与 Palantir 代工厂的实力相结合，以释放一系列多样化的用例，从而在更大范围内造福社会。</blockquote></p><p> The partnership between both parties will focus on support but not limited to: traffic and insurance solutions, remote diagnostics, integrated payments, advertising, retail and logistics, reducing emissions, improving vehicular safety measures, working with city planners in designing resilient smart cities, autonomous driving, etc.</p><p><blockquote>双方的合作将侧重于但不限于：交通和保险解决方案、远程诊断、综合支付、广告、零售和物流、减少排放、改善车辆安全措施、与城市规划者合作设计弹性智能城市、自动驾驶等。</blockquote></p><p> Through&nbsp;connected vehicle data, Palantir is able to take the data points collected and turn them into actionable intelligence where drivers and OEMs can take advantage of these to further understand and unlock the potential that allows for new solutions, opportunities, and accelerated growth. An example of this would be the ability to price mobility insurance plans efficiently because of the data points that have been collated throughout the various drive periods.</p><p><blockquote>通过联网的车辆数据，Palantir能够将收集的数据点转化为可操作的情报，驾驶员和原始设备制造商可以利用这些信息进一步了解和释放新解决方案、机会和加速增长的潜力。这方面的一个例子是，由于在各个驾驶期间整理了数据点，因此能够有效地为移动保险计划定价。</blockquote></p><p> Therefore, this partnership will improve the overall transportation system and experience for all related parties.</p><p><blockquote>因此，这种伙伴关系将改善所有相关方的整体运输系统和体验。</blockquote></p><p> <b>Sarcos Robotics</b></p><p><blockquote><b>萨科斯机器人</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11ea04317fb51ee7e4a31508bfe84bc\" tg-width=\"1280\" tg-height=\"854\" width=\"100%\" height=\"auto\"><span>Source: Sarcos Robotics Plans SPAC Deal for $1.3 Billion Value</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Sarcos Robotics 计划进行价值 13 亿美元的 SPAC 交易</span></p></blockquote></p><p> Sarcos(NASDAQ:STRC)&nbsp;develops robotic systems for non-repetitive tasks that are designed to increase productivity among industrial and military workers. Its wearable devices help people move heavy objects with mechanical limbs and support, reducing workplace injuries and allowing employees less capable of strenuous labor to carry out tasks such as lifting airport baggage and manufacturing components without assistance.</p><p><blockquote>Sarcos（纳斯达克股票代码：STRC）开发用于非重复性任务的机器人系统，旨在提高工业和军事工人的生产力。其可穿戴设备帮助人们通过机械肢体和支撑移动重物，减少工作场所伤害，并允许不太能够从事繁重劳动的员工在没有帮助的情况下执行搬运机场行李和制造零部件等任务。</blockquote></p><p> <b>Robots as a Service</b></p><p><blockquote><b>机器人即服务</b></blockquote></p><p> On April 4, 2021, the&nbsp;Company entered into an agreement with Palantir&nbsp;in which the Company would commit to utilizing software and services from Palantir over the next six years for a total of $42 million. The software and services are an integral part of the Company’s plans to provide Robots as a Service upon commercialization of the Company’s Guardian® XO and XT robots. In return, Palantir will make an investment of $21 million through the listing SPAC vehicle.</p><p><blockquote>2021年4月4日，该公司与Palantir签订协议，根据该协议，该公司将承诺在未来六年内使用Palantir的软件和服务，总额为4200万美元。该软件和服务是该公司计划在公司 Guardian 商业化后提供机器人即服务的组成部分。®XO和XT机器人。作为回报，Palantir 将通过上市 SPAC 工具投资 2100 万美元。</blockquote></p><p> <b>Unlocking data in Sarcos’s Robots</b></p><p><blockquote><b>解锁萨科斯机器人中的数据</b></blockquote></p><p> As mentioned by Ben Wolff, CEO ofSarcosduring a&nbsp;Benzinga interview, the main gist and benefit of the partnership are that Sarcos is now able to monitor and evaluate the data coming off from their machines. The robot as a service model that is built by Sarcos is the next generation unit of labour to augment the workforce.</p><p><blockquote>正如 Sarcos 首席执行官 Ben Wolff 在接受 Benzinga 采访时提到的那样，此次合作的主要要点和好处是 Sarcos 现在能够监控和评估其机器发出的数据。Sarcos打造的机器人即服务模型是增加劳动力的下一代劳动单位。</blockquote></p><p> Palantir’s role is crucial as it acts as a base to monitor and evaluate the data and for material decisions to be made.</p><p><blockquote>Palantir 的作用至关重要，因为它是监测和评估数据以及做出重大决策的基础。</blockquote></p><p> <b>Roivant Sciences</b></p><p><blockquote><b>Roivant科学</b></blockquote></p><p> Roivant Sciences(NASDAQ:ROIV)&nbsp;is a healthcare company focused on applying technology to drug development. Roivant builds subsidiary biotech and healthcare technology companies.</p><p><blockquote>Roivant Sciences（纳斯达克股票代码：ROIV）是一家专注于将技术应用于药物开发的医疗保健公司。Roivant 建立子公司生物技术和医疗保健技术公司。</blockquote></p><p></p><p> Roivant’s&nbsp;mission is to improve the delivery of healthcare to patients by treating each inefficiency as an opportunity. Roivant develops transformative medicines faster by building technologies and developing talent in creative ways, leveraging the Roivant platform to launch “Vants” - nimble and focused biopharmaceutical and health technology companies.</p><p><blockquote>Roivant 的使命是将每一次效率低下都视为机遇，从而改善为患者提供的医疗服务。Roivant 通过以创造性的方式构建技术和培养人才，更快地开发变革性药物，利用 Roivant 平台推出 “Vants”——灵活且专注的生物制药和健康技术公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65873c2987316e1a8322f4b39ba624db\" tg-width=\"1280\" tg-height=\"706\" width=\"100%\" height=\"auto\"><span>Source: Swiss Biotech</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：瑞士生物技术</span></p></blockquote></p><p> <b>A partnership between Roivant and Palantir</b></p><p><blockquote><b>Roivant 与 Palantir 的合作伙伴关系</b></blockquote></p><p> Palantir has invested $30 million in a private financing round into the&nbsp;SPAC, and Roivant Sciences will pay $39 million over a five-year period for a subscription contract for products and services under the agreement.</p><p><blockquote>Palantir 已在 SPAC 的一轮私人融资中投资了 3000 万美元，Roivant Sciences 将在五年内支付 3900 万美元，用于签订协议项下的产品和服务订阅合同。</blockquote></p><p> Through this partnership, Palantir is able to increase its reach in drug discovery and development. Together with the other strategic partners that Palantir is supporting in the Health Sciences industry, Palantir is able to share trial data with development partners and build out real-world evidence capabilities to support key disease areas. As more strategic partnerships are forged in this sector, it will only prove to be of greater benefit as better decisions are able to be made, and this leads to a net positive outcome for humankind as data is able to get analyzed more efficiently and effectively leading to more lives being saved.</p><p><blockquote>通过此次合作，Palantir 能够扩大其在药物发现和开发方面的影响力。与Palantir在健康科学行业支持的其他战略合作伙伴一起，Palantir能够与开发合作伙伴共享试验数据，并建立真实世界的证据能力，以支持关键疾病领域。随着在这一领域建立更多的战略伙伴关系，随着能够做出更好的决策，这只会带来更大的好处，这将为人类带来净积极的结果，因为数据能够得到更有效的分析，从而挽救更多的生命。</blockquote></p><p> <b>Celularity</b></p><p><blockquote><b>细胞性</b></blockquote></p><p> Celularity&nbsp;is a clinical-stage biotechnology company developing off-the-shelf placental-derived allogeneic cell therapies including genetically modified and unmodified NK cells, engineered T cells including CAR-T cells, and mesenchymal-like adherent stromal cells (ASCs), targeting indications across cancer, immunologic, infectious, and degenerative diseases.</p><p><blockquote>Celularity 是一家临床阶段的生物技术公司，开发现成的胎盘衍生的同种异体细胞疗法，包括基因修饰和未修饰的 NK 细胞、包括 CAR-T 细胞在内的工程化 T 细胞和间充质样粘附基质细胞 (ASC)，针对癌症、免疫、感染性和退行性疾病的适应症。</blockquote></p><p> Celularity went public via a SPAC deal with GX Acquisition Corp: (Nasdaq: GXGX) that valued the company at $1.7 billion. After the merger, the company announced that Palantir will be both an investor and partner of the company where Palantir invested $20 million and that they will provide Foundry services valued at $40 million over 5 years.</p><p><blockquote>Celularity 通过与 GX Acquisition Corp:（纳斯达克股票代码：GXGX）达成 SPAC 交易上市，该公司估值为 17 亿美元。合并后，该公司宣布 Palantir 将成为该公司的投资者和合作伙伴，Palantir 投资了 2000 万美元，并将在 5 年内提供价值 4000 万美元的代工服务。</blockquote></p><p> This multi-year strategic partnership will allow Celularity to leverage on Palantir’s Foundry AI Platform with the current deep dataset that Celularity has to accelerate and advance cellular therapies.</p><p><blockquote>这一多年战略合作伙伴关系将使 Celularity 能够利用 Palantir 的 Foundry AI 平台和 Celularity 目前拥有的深度数据集，加速和推进细胞疗法。</blockquote></p><p> <b>The Value by Palantir to Celularity</b></p><p><blockquote><b>Palantir对细胞性的价值</b></blockquote></p><p> As shared by&nbsp;Shyam Sankar, COO Palantir, Celularity’s approach to cellular therapies and its potential to be transformational in the field of placental cellular technology is synergized with the data analytics capabilities that Palantir is able to offer.</p><p><blockquote>正如 Palantir 首席运营官 Shyam Sankar 所分享的那样，Celularity 的细胞疗法方法及其在胎盘细胞技术领域的变革潜力与 Palantir 能够提供的数据分析能力相得益彰。</blockquote></p><p> Through Palantir, meaningful clinical insights are able to be generated and this allows organizations to accelerate life sciences research and enables data-driven inference to guide scientific research.</p><p><blockquote>通过Palantir，能够产生有意义的临床见解，这使得组织能够加速生命科学研究，并使数据驱动的推理能够指导科学研究。</blockquote></p><p> Robert J. Hariri, Chairperson and CEOCelularity,also shared that the Palantir platform is able to provide deep analysis of large and complex datasets related to the genomics, secretomics, epigenetics and biological performance of cells in manufacturing and clinically.</p><p><blockquote>CEOCelularity 董事长兼 Robert J. Hariri 也分享说，Palantir 平台能够对与基因组学、分泌组学、表观遗传学以及制造和临床中细胞生物性能相关的大型复杂数据集进行深入分析。</blockquote></p><p> The partnership between both companies provides the foundation for translating data into inference that can guide research and development programs, and is able to achieve the combined goal of creating the next evolution in cellular medicine.</p><p><blockquote>两家公司之间的合作伙伴关系为将数据转化为可以指导研发计划的推理提供了基础，并能够实现创造细胞医学下一次进化的共同目标。</blockquote></p><p> <b>Next Growth Driver: Palantir AI/ML Modules on Edge</b></p><p><blockquote><b>下一个增长动力：Palantir AI/ML 边缘模块</b></blockquote></p><p> As global industries and companies shift their focus and emphasis into building Artificial Intelligence and Machine Learning modules, it is important to understand that beyond the build, it is also important to be able to manage models over time and to make them useful for downstream operations. Palantir does so by deploying these&nbsp;AI/ML modelson top of a trustworthy data foundation and continuously improving them based on user decisions and feedback - in a cyclic way.</p><p><blockquote>随着全球行业和公司将他们的焦点和重点转移到构建人工智能和机器学习模块上，重要的是要明白，除了构建之外，能够随着时间的推移管理模型并使它们对下游运营有用也很重要。Palantir通过在值得信赖的数据基础上部署这些AI/ML模型，并根据用户决策和反馈不断改进它们——以循环的方式。</blockquote></p><p> <b>Interconnected Micro Models Ecosystem</b></p><p><blockquote><b>互联微模型生态系统</b></blockquote></p><p> Palantir has pioneered an entirely new approach to enterprise modelling called Micro Models. Micro Models help to decompose a goal into the smallest useful tasks and deploy models to solve them. Palantir software then chains these models together. In the chaining process, the platform standardizes the outputs of one model so that they can become inputs to models downstream, powering advanced interconnected workflows.</p><p><blockquote>Palantir开创了一种全新的企业建模方法，称为微型模型。微观模型有助于将目标分解成最小的有用任务，并部署模型来解决它们。然后，Palantir软件将这些模型链接在一起。在链接过程中，平台标准化一个模型的输出，以便它们可以成为下游模型的输入，为高级互联工作流提供动力。</blockquote></p><p> <b>Palantir’s Edge AI - Allowing Software Applicability across Extreme Terrains and Conditions</b></p><p><blockquote><b>Palantir 的 Edge AI - 允许软件在极端地形和条件下适用</b></blockquote></p><p> Palantir’s approach for responsible AI/ML in Palantir Foundry reflects foundational belief in augmenting human intelligence, and not replacing it. Through the algorithms, the most effective manner is done when humans are empowered to understand the knowledge and basis behind certain behaviors, such that they are able to ask complex questions, interpret answers, and act on results.</p><p><blockquote>Palantir 在 Palantir Foundry 中实现负责任的人工智能/人工智能的方法反映了增强人类智能而不是取代人类智能的基本信念。通过算法，当人类被授权理解某些行为背后的知识和基础时，最有效的方式是这样的，这样他们就能够问复杂的问题，解释答案，并根据结果采取行动。</blockquote></p><p></p><p> Palantir Edge AI&nbsp;is Palantir’s AI orchestration and sensor fusion engine that runs on disconnected, remote endpoints. It enables autonomous decision-making for on-hardware models consuming real-time sensor, radio, acoustic, geo-registration, and time series data. Extremely lightweight and power efficient, Palantir Edge Ai brings AI to drones, vehicles, buildings, oil rigs, aircraft, ships, wind turbines, robots, satellites - and more.</p><p><blockquote>Palantir Edge AI 是 Palantir 的人工智能编排和传感器融合引擎，可在离线的远程端点上运行。它支持使用实时传感器、无线电、声学、地理配准和时间序列数据的硬件模型的自主决策。Palantir Edge AI极其轻便且节能，将人工智能引入无人机、车辆、建筑物、石油钻井平台、飞机、船舶、风力涡轮机、机器人、卫星等领域。</blockquote></p><p> <b>Unpacking the Technical White Paper by Palantir on Edge AI</b></p><p><blockquote><b>解读Palantir关于Edge AI的技术白皮书</b></blockquote></p><p> Diving into the&nbsp;White Paper, we have identified several factors that highlight how mission-critical and crucial Palantir’s platform services are. Through the amount of collective data from various IoT sensors at the edge, Palantir is able to unpack these into analytics and datasets into valuable analyses.</p><p><blockquote>在白皮书中，我们发现了几个因素，这些因素凸显了 Palantir 平台服务对任务的重要性。通过来自边缘各种物联网传感器的大量集体数据，Palantir能够将这些数据解压缩成分析，并将数据集解压缩成有价值的分析。</blockquote></p><p> Time dependency is also a core criteria as these data are moved to the cloud for processing and that it is of utmost importance to report back the most accurate analysis. These split second decision making processes will allow for a competitive advantage to these organizations and provide autonomous decision-making.</p><p><blockquote>时间依赖性也是一个核心标准，因为这些数据被移动到云端进行处理，并且报告最准确的分析至关重要。这些分割秒的决策过程将为这些组织提供竞争优势，并提供自主决策。</blockquote></p><p> Palantir provides a plethora of services and platforms that are mission-critical and indispensable across unfamiliar territories, terrains, and conditions. It also creates more value through the continuous aggregation and analysis of the data that is produced in these conditions. This increases its “stickiness” and replaceability between itself and the consumers.</p><p><blockquote>Palantir 提供了大量的服务和平台，这些服务和平台对于任务至关重要，并且在陌生的地区、地形和条件下不可或缺。它还通过不断汇总和分析在这些条件下产生的数据来创造更多价值。这增加了它在自身和消费者之间的“粘性”和可替代性。</blockquote></p><p> Very often, Palantir is mission-critical and built for situations where time and efficiency matters. The ability to go online in various low-bandwidth, low-power formats and conditions across vehicles such as drones, aircraft, ships, robots, buildings, and satellites make it extremely valuable as the data has to be precise and time-sensitive.</p><p><blockquote>通常，Palantir 对任务至关重要，专为时间和效率至关重要的情况而设计。在无人机、飞机、船舶、机器人、建筑物和卫星等车辆上以各种低带宽、低功耗格式和条件下在线的能力使其极具价值，因为数据必须精确且具有时间敏感性。</blockquote></p><p> <b>Ramping up on Sales Team</b></p><p><blockquote><b>加强销售团队建设</b></blockquote></p><p> Palantir has also recognised the need to invest resources to build a strong sales and marketing team. Quality and time invested over the past decade to build up superior products and trained technical capabilities has paid off and they are now primed for scaling up.</p><p><blockquote>Palantir还认识到需要投入资源来建立一个强大的销售和营销团队。过去十年为打造卓越产品和训练有素的技术能力而投入的质量和时间已经得到回报，他们现在已经准备好扩大规模。</blockquote></p><p> Beyond working with more traditional conglomerate names such as International Business Machine Corp. (IBM), Fujitsu Ltd, and BP, Palantir has also started to transit into the Small and Medium Business (SMB) category through monthly subscriptions into startups connected to former employees.</p><p><blockquote>除了与国际商业机器公司（IBM）、富士通有限公司和英国石油公司等更传统的企业集团合作外，Palantir还开始通过每月订阅与前员工有联系的初创公司来进入中小型企业（SMB）类别。</blockquote></p><p> <b>Palantir’s Sales Growth</b></p><p><blockquote><b>Palantir 的销售增长</b></blockquote></p><p> Palantir continues to see consistent growth with total revenues rising by 49% year-over-year to $376 million in Q2.</p><p><blockquote>Palantir 继续实现持续增长，第二季度总收入同比增长 49%，达到 3.76 亿美元。</blockquote></p><p> Beyond ramping up on its direct sales force and expanding its distribution channels, Palantir has also shifted from a highly customized time-consuming deployment model to a slightly more standardized model. This allows for the ease of onboarding for commercial partners, where the turnaround time can also be reduced as deployment and fulfilment is made more efficient and this shift also reduces the technical reliance on engineers to further configure and maintain the platform.</p><p><blockquote>除了加强直销队伍和扩大分销渠道外，Palantir 还从高度定制、耗时的部署模式转向了稍微标准化的模式。这使得商业合作伙伴可以轻松入职，随着部署和履行变得更加高效，周转时间也可以缩短，这种转变还减少了对工程师进一步配置和维护平台的技术依赖。</blockquote></p><p> <b>Palantir’s Earnings Call</b></p><p><blockquote><b>Palantir 的盈利看涨期权</b></blockquote></p><p> In the&nbsp;earnings call for Q2, COO Sankar also mentioned that the company has further hired more sales representatives, increasing more than 60 hires in the second quarter. This surpassed more than 100 hires in the first half of the year.</p><p><blockquote>在Q2财报看涨期权中，首席运营官Sankar还提到，公司进一步聘请了更多销售代表，第二季度增加了60多名销售代表。这超过了上半年的100多名员工。</blockquote></p><p> Palantir added 20 net new customers in the second quarter and the commercial customer count grew 32% in Q2. The total contract value in the second quarter was also over $900 million, outlying an exciting path ahead of future growth in the company.</p><p><blockquote>Palantir 第二季度净增 20 名新客户，第二季度商业客户数量增长 32%。第二季度的合同总价值也超过 9 亿美元，为公司未来的增长开辟了一条令人兴奋的道路。</blockquote></p><p> By observing, identifying and understanding the statistics and contracts agreement won by Palantir, it can be safely concluded that there is a strong product-market fit by the software of both Foundry and Gotham. The company has also proven capable and successful in onboarding major business enterprises onto their multi-year and millions renewable contract.</p><p><blockquote>通过观察、识别和理解Palantir赢得的统计和合同协议，可以有把握地得出结论，Foundry和Gotham的软件都具有很强的产品市场契合度。事实证明，该公司有能力并成功地将大型商业企业纳入其多年期和数百万美元的可续签合同。</blockquote></p><p> The stance of Palantir has also changed where in the past, CEO Alex Karp used to mention that the company’s&nbsp;tech was good enough for it to sell itself, that everybody in the company is an engineer and there are no salespeople in the team.</p><p><blockquote>Palantir 的立场也发生了变化，过去首席执行官亚历克斯-卡普（Alex Karp）曾提到，公司的技术足够好，可以推销自己，公司里的每个人都是工程师，团队里没有销售人员。</blockquote></p><p> Therefore, from the recognition and evolution of the company towards embracing its sales team, it also shows that Alex Karp believes that Palantir’s product is ready for massive scale and growth. It is best represented by the proverbial “pouring gasoline on the fire” where these additional sales hires will tip the overall market adoption to the favor of Palantir.</p><p><blockquote>因此，从公司的认可和发展到拥抱其销售团队，也表明 Alex Karp 相信 Palantir 的产品已经准备好迎接大规模的规模化和增长。众所周知，“火上浇油”就是最好的例证，这些额外的销售人员将使整体市场采用率向 Palantir 倾斜。</blockquote></p><p> <b>A first look into the aforementioned Day 0 Companies</b></p><p><blockquote><b>初步了解上述第 0 天公司</b></blockquote></p><p> In the earnings call, the executive team mentioned that they will also further focus on Day 0 companies, in order to give the company additional commercial outreach, and to expand Palantir’s capabilities and capacity to provide crucial services to smaller enterprises.</p><p><blockquote>在财报看涨期权上，高管团队提到，他们还将进一步关注 Day 0 公司，以便为公司提供更多的商业推广机会，并扩大 Palantir 的能力和能力，为小型企业提供关键服务。</blockquote></p><p></p><p> Quoting COO Sankar: “We are making foundry accessible to even more Day 0 companies with foundry for Builders, a program which supports early stage companies with access to Foundry, allowing these companies to build their operations on foundry from the outset, enabling them not just to efficiently manage, but actually to wield the increasing complexity of their growing businesses to disrupt incumbents and to win in the marketplace. And while competitors are bogged down by legacy IT investments and an obsession with reinventing every wheel internally, these companies have no IT catalog.\"</p><p><blockquote>引用首席运营官桑卡尔的话： “我们正在通过 Foundry for Builders 计划，让更多的 0 天公司能够使用 Foundry，该计划为早期公司提供使用 Foundry 的机会，使这些公司能够从一开始就在 Foundry 上开展业务，使他们不仅能够高效地管理，而且能够真正利用不断增长的业务日益复杂的复杂性来颠覆现有公司，并在市场上取得胜利。虽然竞争对手因传统 IT 投资和痴迷于在内部重新发明每个轮子而陷入困境，但这些公司没有 IT 目录。”</blockquote></p><p> <b>Potential of Day 0 Companies</b></p><p><blockquote><b>第 0 天公司的潜力</b></blockquote></p><p> Palantir’s management also shared that by identifying these day 0 companies, or innovative companies that are in the frontier of solving massive tremendous problems, it allows Palantir to reduce the timeline as most of these companies are able to be nimble and adaptable. Having a focused vision and ambition to tackle enormous problems, they are also able to accomplish and work closely with Palantir to hit business goals and objectives.</p><p><blockquote>Palantir 的管理层还表示，通过识别这些处于解决巨大问题前沿的 0 日公司或创新型公司，Palantir 可以缩短时间，因为这些公司中的大多数都具有灵活性和适应性。他们拥有解决巨大问题的专注愿景和雄心，也能够完成并与Palantir密切合作，以实现业务目标和目的。</blockquote></p><p> Therefore, being able to identify these companies early in the journey allows Palantir to have a first mover advantage, by partnering up with them and fulfilling their goals and objectives. This creates a long-term partnership where both parties benefit concurrently, with Palantir being able to further reinvest their earnings and capital into these companies, thus creating a fly-wheel effect leading to more shareholder value down the road.</p><p><blockquote>因此，能够在旅程的早期识别这些公司，使Palantir拥有先发优势，与它们合作并实现它们的目标和目的。这建立了双方同时受益的长期合作伙伴关系，Palantir 能够进一步将其收益和资本再投资于这些公司，从而产生飞轮效应，从而在未来带来更多股东价值。</blockquote></p><p> <b>Foundry for Builders initiative</b></p><p><blockquote><b>建筑商铸造厂计划</b></blockquote></p><p> The&nbsp;Foundry for Builders&nbsp;initiative was launched in July to support early-stage companies by providing them with the Palantir Foundry platform to further support these companies' growth. The platform transforms the way organizations run by creating a central operating system for their data that is designed to scale with increasing complexity while powering data-driven decision making.</p><p><blockquote>Foundry for Builders 计划于 7 月启动，旨在通过为早期公司提供 Palantir Foundry 平台来支持它们，以进一步支持这些公司的发展。该平台通过为其数据创建一个中央操作系统来改变组织的运行方式，该系统旨在随着复杂性的增加而扩展，同时为数据驱动的决策提供动力。</blockquote></p><p> In order to increase accessibility for these start-ups, Palantir has licensed Foundry under a subscription model. This is offered as a fully managed SaaS and provides end-to-end platform that includes cloud hosting, data integration, flexible analytics, visualization, model-building, operational decision-making, and decision capture.</p><p><blockquote>为了增加这些初创企业的可及性，Palantir 以订阅模式授权 Foundry。这是一个完全托管的SaaS，提供端到端平台，包括云托管、数据集成、灵活分析、可视化、模型构建、运营决策和决策捕获。</blockquote></p><p> Previously, Palantir’s business model with the government and large enterprises and multinational corporations was in the format of a multi-year agreement spanning across multi-millions. These contracts are then renewed before expiry. The inclusion of these smaller companies gives Palantir further reach, where the companies are now able to access technology that was previously offered to established and leading organizations.</p><p><blockquote>此前，Palantir 与政府、大型企业和跨国公司的商业模式是签订数百万美元的多年协议。该等合约随后于到期前续期。这些小公司的加入使Palantir获得了进一步的影响力，这些公司现在能够获得以前提供给成熟和领先组织的技术。</blockquote></p><p> As a SaaS platform, Palantir is now accessible to companies in more sectors and industries, as the barriers of entry for these companies to onboard and trial out Palantir is lowered as capital investment and expenditure is reduced and made more available.</p><p><blockquote>作为一个SaaS平台，Palantir现在可供更多部门和行业的公司使用，因为随着资本投资和支出的减少和可用性的增加，这些公司加入和试用Palantir的门槛降低了。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ada2e486aa9aed9ac05ac40f9a4f3bd6\" tg-width=\"1280\" tg-height=\"878\" width=\"100%\" height=\"auto\"><span>Source: Author’s own estimation, extracted from 10Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者自行估计，摘自 10Q</span></p></blockquote></p><p> The assumption for the above valuation model is that growth eventually tapers down according to management’s estimation of 30% from 2021 to 2025. However, we are of the belief that Palantir could continue growing as they are fast becoming one of the most important software companies in the world.</p><p><blockquote>上述估值模型的假设是，根据管理层对 2021 年至 2025 年 30% 的估计，增长最终会逐渐放缓。然而，我们相信Palantir可以继续发展，因为他们正在迅速成为世界上最重要的软件公司之一。</blockquote></p><p> For FCF percentage margin, we modelled after several reference points and found out that matured software companies are able to generate up to 30% free cash flow margins.</p><p><blockquote>对于自由现金流百分比利润率，我们根据几个参考点进行建模，发现成熟的软件公司能够产生高达30%的自由现金流利润率。</blockquote></p><p> Based on a 30x Price to Free Cash Flow, the estimated intrinsic value is approximately $11.83. If we use a 40x Price to Free Cash Flow, the estimated intrinsic value is $15.44.</p><p><blockquote>基于 30 倍的自由现金流价格，估计内在价值约为 11.83 美元。如果我们使用40倍的价格来释放现金流，估计内在价值为15.44美元。</blockquote></p><p> Although we are bullish on the overall investment thesis, the share price might be on the higher side. A few key areas that we would take note in the upcoming quarterly earnings would be: (1) improving earning margins, (2) if growth rate tapers down as per management’s guidance or they continue to maintain at 40+% for the next few quarters, (3) how are the SPAC investments coming online, and if there is any cash-drag that we should take note of, (4) Share-based Compensation (SBC); we believe that dilution will eventually stabilize and not be a major factor towards existing shareholders.</p><p><blockquote>尽管我们看好整体投资论点，但股价可能会偏高。我们将在即将发布的季度财报中注意到的几个关键领域是：(1) 提高利润率，(2) 增长率是否按照管理层的指导逐步下降，或者在未来几个季度继续保持在 40% 以上，(3) SPAC 投资的情况如何，以及是否有任何我们应该注意的现金拖累，(4) 基于股份的薪酬 (SBC)；我们相信稀释最终会稳定下来，不会成为现有股东的主要因素。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir has evolved its business models throughout the years. From being extremely focused on the Government sector to opening up its capabilities in the Commercial space.</p><p><blockquote>多年来，Palantir不断发展其商业模式。从过度关注政府部门到开放其在商业领域的能力。</blockquote></p><p></p><p> The “Foundry for Builders” program also allows smaller companies to have the opportunity to play in the same field as the larger enterprises. This is through a SaaS model where a subscription fee is paid. Furthermore, Palantir is able to upsell and cross-sell their modules and as these partners continue scaling up, they might have more service requirements. Palantir is thus positioned to enjoy this increase in Average Revenue per Partner.</p><p><blockquote>“建筑商铸造厂 ”计划也让小型公司有机会与大型企业在同一领域竞争。这是通过支付订阅费的SaaS模式。此外，Palantir能够追加销售和交叉销售他们的模块，随着这些合作伙伴不断扩大规模，他们可能会有更多的服务需求。因此，Palantir有望享受每个合作伙伴平均收入的增长。</blockquote></p><p> Investors should continue to monitor these SPAC investments and to further understand management’s intention. Several thoughts that come to mind is that if these companies do not continue to perform, what will be Palantir’s strategy?</p><p><blockquote>投资者应继续关注这些特殊目的收购公司的投资，并进一步了解管理层的意图。我想到的几个想法是，如果这些公司不继续表现，Palantir 的战略会是什么？</blockquote></p><p> As an investor holding share in the company, my perspective is to treat these as Call Options, or even to have a view that Palantir is taking out their excess retained earnings to invest in exciting companies and projects. Similar to how a Venture Capitalist performs, if one of these companies outperforms and becomes a 10-50 bagger, it greatly benefits Palantir who owns shares. One thing for sure is that trust in the management team to continue sourcing out the right business associates and partners is important.</p><p><blockquote>作为持有公司股票的投资者，我的观点是将这些视为看涨期权期权，甚至认为 Palantir 正在拿出超额留存收益投资于令人兴奋的公司和项目。与风险投资家的表现类似，如果其中一家公司表现出色并成为 10-50 的装袋商，这将极大地有利于拥有股份的 Palantir。有一件事是肯定的，信任管理团队继续寻找合适的业务伙伴和合作伙伴是很重要的。</blockquote></p><p> Palantir, swiftly becoming one of the most important software companies in the world is also able to be a first-mover in these sectors, to gain an advantage by learning about them. Through these insights, they are then able to continuously execute and onboard other companies in similar industries onto their platforms. By opening up to Small-Medium Businesses,Palantiris also able to expand its addressable market. All these points to continuous growth and compounding in stock prices for the next few years, thus creating further upside for investors who have the patience to hold the stock.</p><p><blockquote>Palantir迅速成为世界上最重要的软件公司之一，也能够成为这些领域的先行者，通过了解这些领域获得优势。通过这些见解，他们能够持续执行并将类似行业的其他公司纳入他们的平台。通过向中小型企业开放， Palantiris 还能够扩大其潜在市场。所有这些都表明未来几年股价将持续增长和复合，从而为有耐心持有股票的投资者创造进一步的上涨空间。</blockquote></p><p> Being able to have access to build upon these new edge technologies allows Palantir to remain relevant and build further relationships to solve greater problems around the world!</p><p><blockquote>能够利用这些新的边缘技术，使Palantir能够保持相关性，并建立进一步的关系，以解决世界各地的更大问题!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4465845-palantir-stock-earnings-ai-juggernaut-boosted-spac-investments-frontier-technologies\">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/4465845-palantir-stock-earnings-ai-juggernaut-boosted-spac-investments-frontier-technologies","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148829002","content_text":"Summary\n\nPalantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion industries which provides for significant upside in the long run.\nApollo for Edge AI enables government and commercial customers to operationalise AI at scale in various conditions and circumstances.\nInclusion of Day 0 companies and Foundry for Builders start-ups allows Palantir to adopt an SaaS model, which gives additional recurring revenue whilst unlocking additional business opportunities across segments.\n\nMichael Vi/iStock Editorial via Getty Images\nThis article is contributed by Han Jie from the Superstocks Seekers team.\nBusiness Overview:\nPalantir Technologies(NYSE:PLTR) is an American software company that specializes in Big Data Analytics. It was co-founded by Peter Thiel and Alex Karp, together with 3 other founders; Nathan Gettings, Joe Lonsdale, and Stephen Cohen in 2003. The company was listed on the New York Stock Exchange (NYSE) in 2020.\nPalantir leverages machine learning, data analysis algorithms to identify, predict, and report conclusions and outcomes. Through these data collected, it is then processed and analysed where meaningful patterns and connections are then derived in order to make operational decisions and predict outcomes.\nA quick summary of Palantir’s 3 platforms: Gotham, Foundry and Apollo.\nGotham\nGotham is used by government intelligence agencies, health organizations, armies and police departments to fight terrorism, battle infectious diseases, win wars, and prevent civilian crime. They are also commonly referred to by Palantir as the operating system of governments. It is suspected that Gotham software is rumoured to have been used in the capture of Osama Bin Laden and other counter-terrorism campaigns that the U.S. armed forces have led.\nFoundry\nFoundry is tailored for commercial organizations to collect, process, and analyze data to make better operational decisions efficiently. They are known as the data operating system of organizations. A few companies that have been working with Foundry are BP, for the use of technology to cut greenhouse-gas emissions and 3M which has chosen to expand its use of Palantir’s Foundry platform to support its digital transformation, with the build-out of a dynamic supply chain.\nApollo\nApollo is a continuous delivery system that manages and deploys Palantir Gotham and Foundry. It was built out of the need for customers to use multiple public and private cloud platforms as part of their infrastructure. Apollo allows Palantir to provide software as a service (SaaS) across various terrains, environments, and scenarios, allowing ease of use and deployment across cloud, on-premises, and classified networks. Apollo is the piece that is able to securely bring together and scale both Foundry and Gotham.\nBased on Palantir’s latest earnings call transcript in August, Apollo was coined as their “secret advantage”, where it allows the team to take the SaaS offering to blue-ocean deployment grounds, such as drones, subs, satellites, classified networks, and on-premises without losing the efficiencies and the scalability of a centrally managed SaaS solution. Having the flexibility to do so also allows for proper deployment and increases the take-rate of companies that are keen to collaborate with Palantir.\nSource: Palantir Blog\nUnderstanding and taking a Deeper Dive into Palantir SPAC Investments:\nBased on Palantir’s most recent 10-Q reports, it was revealed that Palantir has made an overall $250 million investment in 10 different companies. It was also highlighted that there were specific terms and conditions, where the closing of these investments are contingent upon the proposed business combination between the Investee and other parties.\nThis investment strategy includes the inclusion of committed commercial services and agreements with the various companies and gives Palantir an edge forward in growing their Total Addressable Market (TAM), limiting their downside, and giving potentially explosive upside growth once they are entrenched in Palantir’s systems.\nSource: Palantir’s 10-Q\nWejo\nWejo is a global leader in connected vehicle data. The company offers a trading platform and web-based SaaS platform;Wejo Studio which analyzes data from millions of connected vehicles and translates billions of data points in near real-time into game-changing traffic and journey insights for business users to leverage. Organizations - from public sector transportation departments to real estate companies to fleet and logistics companies and beyond - can unlock a deeper understanding of mobility trends, enabling them to make smarter decisions faster, innovate and solve problems more effectively.\n\nSource: Wejo’s official site\nWejo and Palantir are looking to create an integrated data ecosystem for a partnership for the automotive industry and beyond. This is through Palantir’s investment in Wejo (through their agreement to merge with Virtuoso Acquisition Corp.(NASDAQ:VOSO)). Through their jointly released press release, it was stated that Wejo collects and analyses more than 16 billion data points per day in near real time across a network of 11 million live vehicles, and that there are more than 10 trillion data points and 48 billion journeys from connected vehicles. The partnership with Palantir’s Foundry platform also unlocks a diverse set of use cases that will benefit society on a global scale.\nPalantir and Wejo’s Partnership in the Automotive Industry\nWejo collects and analyzes more than 16 billion data points per day in near real-time across a network of 11 million live vehicles. The partnership aims to combine Wejo’s robust data asset with the power of Palantir’s Foundry to unlock a diverse set of use cases that will benefit society on a greater scale.\nThe partnership between both parties will focus on support but not limited to: traffic and insurance solutions, remote diagnostics, integrated payments, advertising, retail and logistics, reducing emissions, improving vehicular safety measures, working with city planners in designing resilient smart cities, autonomous driving, etc.\nThrough connected vehicle data, Palantir is able to take the data points collected and turn them into actionable intelligence where drivers and OEMs can take advantage of these to further understand and unlock the potential that allows for new solutions, opportunities, and accelerated growth. An example of this would be the ability to price mobility insurance plans efficiently because of the data points that have been collated throughout the various drive periods.\nTherefore, this partnership will improve the overall transportation system and experience for all related parties.\nSarcos Robotics\nSource: Sarcos Robotics Plans SPAC Deal for $1.3 Billion Value\nSarcos(NASDAQ:STRC) develops robotic systems for non-repetitive tasks that are designed to increase productivity among industrial and military workers. Its wearable devices help people move heavy objects with mechanical limbs and support, reducing workplace injuries and allowing employees less capable of strenuous labor to carry out tasks such as lifting airport baggage and manufacturing components without assistance.\nRobots as a Service\nOn April 4, 2021, the Company entered into an agreement with Palantir in which the Company would commit to utilizing software and services from Palantir over the next six years for a total of $42 million. The software and services are an integral part of the Company’s plans to provide Robots as a Service upon commercialization of the Company’s Guardian® XO and XT robots. In return, Palantir will make an investment of $21 million through the listing SPAC vehicle.\nUnlocking data in Sarcos’s Robots\nAs mentioned by Ben Wolff, CEO ofSarcosduring a Benzinga interview, the main gist and benefit of the partnership are that Sarcos is now able to monitor and evaluate the data coming off from their machines. The robot as a service model that is built by Sarcos is the next generation unit of labour to augment the workforce.\nPalantir’s role is crucial as it acts as a base to monitor and evaluate the data and for material decisions to be made.\nRoivant Sciences\nRoivant Sciences(NASDAQ:ROIV) is a healthcare company focused on applying technology to drug development. Roivant builds subsidiary biotech and healthcare technology companies.\nRoivant’s mission is to improve the delivery of healthcare to patients by treating each inefficiency as an opportunity. Roivant develops transformative medicines faster by building technologies and developing talent in creative ways, leveraging the Roivant platform to launch “Vants” - nimble and focused biopharmaceutical and health technology companies.\nSource: Swiss Biotech\nA partnership between Roivant and Palantir\nPalantir has invested $30 million in a private financing round into the SPAC, and Roivant Sciences will pay $39 million over a five-year period for a subscription contract for products and services under the agreement.\nThrough this partnership, Palantir is able to increase its reach in drug discovery and development. Together with the other strategic partners that Palantir is supporting in the Health Sciences industry, Palantir is able to share trial data with development partners and build out real-world evidence capabilities to support key disease areas. As more strategic partnerships are forged in this sector, it will only prove to be of greater benefit as better decisions are able to be made, and this leads to a net positive outcome for humankind as data is able to get analyzed more efficiently and effectively leading to more lives being saved.\nCelularity\nCelularity is a clinical-stage biotechnology company developing off-the-shelf placental-derived allogeneic cell therapies including genetically modified and unmodified NK cells, engineered T cells including CAR-T cells, and mesenchymal-like adherent stromal cells (ASCs), targeting indications across cancer, immunologic, infectious, and degenerative diseases.\nCelularity went public via a SPAC deal with GX Acquisition Corp: (Nasdaq: GXGX) that valued the company at $1.7 billion. After the merger, the company announced that Palantir will be both an investor and partner of the company where Palantir invested $20 million and that they will provide Foundry services valued at $40 million over 5 years.\nThis multi-year strategic partnership will allow Celularity to leverage on Palantir’s Foundry AI Platform with the current deep dataset that Celularity has to accelerate and advance cellular therapies.\nThe Value by Palantir to Celularity\nAs shared by Shyam Sankar, COO Palantir, Celularity’s approach to cellular therapies and its potential to be transformational in the field of placental cellular technology is synergized with the data analytics capabilities that Palantir is able to offer.\nThrough Palantir, meaningful clinical insights are able to be generated and this allows organizations to accelerate life sciences research and enables data-driven inference to guide scientific research.\nRobert J. Hariri, Chairperson and CEOCelularity,also shared that the Palantir platform is able to provide deep analysis of large and complex datasets related to the genomics, secretomics, epigenetics and biological performance of cells in manufacturing and clinically.\nThe partnership between both companies provides the foundation for translating data into inference that can guide research and development programs, and is able to achieve the combined goal of creating the next evolution in cellular medicine.\nNext Growth Driver: Palantir AI/ML Modules on Edge\nAs global industries and companies shift their focus and emphasis into building Artificial Intelligence and Machine Learning modules, it is important to understand that beyond the build, it is also important to be able to manage models over time and to make them useful for downstream operations. Palantir does so by deploying these AI/ML modelson top of a trustworthy data foundation and continuously improving them based on user decisions and feedback - in a cyclic way.\nInterconnected Micro Models Ecosystem\nPalantir has pioneered an entirely new approach to enterprise modelling called Micro Models. Micro Models help to decompose a goal into the smallest useful tasks and deploy models to solve them. Palantir software then chains these models together. In the chaining process, the platform standardizes the outputs of one model so that they can become inputs to models downstream, powering advanced interconnected workflows.\nPalantir’s Edge AI - Allowing Software Applicability across Extreme Terrains and Conditions\nPalantir’s approach for responsible AI/ML in Palantir Foundry reflects foundational belief in augmenting human intelligence, and not replacing it. Through the algorithms, the most effective manner is done when humans are empowered to understand the knowledge and basis behind certain behaviors, such that they are able to ask complex questions, interpret answers, and act on results.\nPalantir Edge AI is Palantir’s AI orchestration and sensor fusion engine that runs on disconnected, remote endpoints. It enables autonomous decision-making for on-hardware models consuming real-time sensor, radio, acoustic, geo-registration, and time series data. Extremely lightweight and power efficient, Palantir Edge Ai brings AI to drones, vehicles, buildings, oil rigs, aircraft, ships, wind turbines, robots, satellites - and more.\nUnpacking the Technical White Paper by Palantir on Edge AI\nDiving into the White Paper, we have identified several factors that highlight how mission-critical and crucial Palantir’s platform services are. Through the amount of collective data from various IoT sensors at the edge, Palantir is able to unpack these into analytics and datasets into valuable analyses.\nTime dependency is also a core criteria as these data are moved to the cloud for processing and that it is of utmost importance to report back the most accurate analysis. These split second decision making processes will allow for a competitive advantage to these organizations and provide autonomous decision-making.\nPalantir provides a plethora of services and platforms that are mission-critical and indispensable across unfamiliar territories, terrains, and conditions. It also creates more value through the continuous aggregation and analysis of the data that is produced in these conditions. This increases its “stickiness” and replaceability between itself and the consumers.\nVery often, Palantir is mission-critical and built for situations where time and efficiency matters. The ability to go online in various low-bandwidth, low-power formats and conditions across vehicles such as drones, aircraft, ships, robots, buildings, and satellites make it extremely valuable as the data has to be precise and time-sensitive.\nRamping up on Sales Team\nPalantir has also recognised the need to invest resources to build a strong sales and marketing team. Quality and time invested over the past decade to build up superior products and trained technical capabilities has paid off and they are now primed for scaling up.\nBeyond working with more traditional conglomerate names such as International Business Machine Corp. (IBM), Fujitsu Ltd, and BP, Palantir has also started to transit into the Small and Medium Business (SMB) category through monthly subscriptions into startups connected to former employees.\nPalantir’s Sales Growth\nPalantir continues to see consistent growth with total revenues rising by 49% year-over-year to $376 million in Q2.\nBeyond ramping up on its direct sales force and expanding its distribution channels, Palantir has also shifted from a highly customized time-consuming deployment model to a slightly more standardized model. This allows for the ease of onboarding for commercial partners, where the turnaround time can also be reduced as deployment and fulfilment is made more efficient and this shift also reduces the technical reliance on engineers to further configure and maintain the platform.\nPalantir’s Earnings Call\nIn the earnings call for Q2, COO Sankar also mentioned that the company has further hired more sales representatives, increasing more than 60 hires in the second quarter. This surpassed more than 100 hires in the first half of the year.\nPalantir added 20 net new customers in the second quarter and the commercial customer count grew 32% in Q2. The total contract value in the second quarter was also over $900 million, outlying an exciting path ahead of future growth in the company.\nBy observing, identifying and understanding the statistics and contracts agreement won by Palantir, it can be safely concluded that there is a strong product-market fit by the software of both Foundry and Gotham. The company has also proven capable and successful in onboarding major business enterprises onto their multi-year and millions renewable contract.\nThe stance of Palantir has also changed where in the past, CEO Alex Karp used to mention that the company’s tech was good enough for it to sell itself, that everybody in the company is an engineer and there are no salespeople in the team.\nTherefore, from the recognition and evolution of the company towards embracing its sales team, it also shows that Alex Karp believes that Palantir’s product is ready for massive scale and growth. It is best represented by the proverbial “pouring gasoline on the fire” where these additional sales hires will tip the overall market adoption to the favor of Palantir.\nA first look into the aforementioned Day 0 Companies\nIn the earnings call, the executive team mentioned that they will also further focus on Day 0 companies, in order to give the company additional commercial outreach, and to expand Palantir’s capabilities and capacity to provide crucial services to smaller enterprises.\nQuoting COO Sankar: “We are making foundry accessible to even more Day 0 companies with foundry for Builders, a program which supports early stage companies with access to Foundry, allowing these companies to build their operations on foundry from the outset, enabling them not just to efficiently manage, but actually to wield the increasing complexity of their growing businesses to disrupt incumbents and to win in the marketplace. And while competitors are bogged down by legacy IT investments and an obsession with reinventing every wheel internally, these companies have no IT catalog.\"\nPotential of Day 0 Companies\nPalantir’s management also shared that by identifying these day 0 companies, or innovative companies that are in the frontier of solving massive tremendous problems, it allows Palantir to reduce the timeline as most of these companies are able to be nimble and adaptable. Having a focused vision and ambition to tackle enormous problems, they are also able to accomplish and work closely with Palantir to hit business goals and objectives.\nTherefore, being able to identify these companies early in the journey allows Palantir to have a first mover advantage, by partnering up with them and fulfilling their goals and objectives. This creates a long-term partnership where both parties benefit concurrently, with Palantir being able to further reinvest their earnings and capital into these companies, thus creating a fly-wheel effect leading to more shareholder value down the road.\nFoundry for Builders initiative\nThe Foundry for Builders initiative was launched in July to support early-stage companies by providing them with the Palantir Foundry platform to further support these companies' growth. The platform transforms the way organizations run by creating a central operating system for their data that is designed to scale with increasing complexity while powering data-driven decision making.\nIn order to increase accessibility for these start-ups, Palantir has licensed Foundry under a subscription model. This is offered as a fully managed SaaS and provides end-to-end platform that includes cloud hosting, data integration, flexible analytics, visualization, model-building, operational decision-making, and decision capture.\nPreviously, Palantir’s business model with the government and large enterprises and multinational corporations was in the format of a multi-year agreement spanning across multi-millions. These contracts are then renewed before expiry. The inclusion of these smaller companies gives Palantir further reach, where the companies are now able to access technology that was previously offered to established and leading organizations.\nAs a SaaS platform, Palantir is now accessible to companies in more sectors and industries, as the barriers of entry for these companies to onboard and trial out Palantir is lowered as capital investment and expenditure is reduced and made more available.\nValuation\nSource: Author’s own estimation, extracted from 10Q\nThe assumption for the above valuation model is that growth eventually tapers down according to management’s estimation of 30% from 2021 to 2025. However, we are of the belief that Palantir could continue growing as they are fast becoming one of the most important software companies in the world.\nFor FCF percentage margin, we modelled after several reference points and found out that matured software companies are able to generate up to 30% free cash flow margins.\nBased on a 30x Price to Free Cash Flow, the estimated intrinsic value is approximately $11.83. If we use a 40x Price to Free Cash Flow, the estimated intrinsic value is $15.44.\nAlthough we are bullish on the overall investment thesis, the share price might be on the higher side. A few key areas that we would take note in the upcoming quarterly earnings would be: (1) improving earning margins, (2) if growth rate tapers down as per management’s guidance or they continue to maintain at 40+% for the next few quarters, (3) how are the SPAC investments coming online, and if there is any cash-drag that we should take note of, (4) Share-based Compensation (SBC); we believe that dilution will eventually stabilize and not be a major factor towards existing shareholders.\nConclusion\nPalantir has evolved its business models throughout the years. From being extremely focused on the Government sector to opening up its capabilities in the Commercial space.\nThe “Foundry for Builders” program also allows smaller companies to have the opportunity to play in the same field as the larger enterprises. This is through a SaaS model where a subscription fee is paid. Furthermore, Palantir is able to upsell and cross-sell their modules and as these partners continue scaling up, they might have more service requirements. Palantir is thus positioned to enjoy this increase in Average Revenue per Partner.\nInvestors should continue to monitor these SPAC investments and to further understand management’s intention. Several thoughts that come to mind is that if these companies do not continue to perform, what will be Palantir’s strategy?\nAs an investor holding share in the company, my perspective is to treat these as Call Options, or even to have a view that Palantir is taking out their excess retained earnings to invest in exciting companies and projects. Similar to how a Venture Capitalist performs, if one of these companies outperforms and becomes a 10-50 bagger, it greatly benefits Palantir who owns shares. One thing for sure is that trust in the management team to continue sourcing out the right business associates and partners is important.\nPalantir, swiftly becoming one of the most important software companies in the world is also able to be a first-mover in these sectors, to gain an advantage by learning about them. Through these insights, they are then able to continuously execute and onboard other companies in similar industries onto their platforms. By opening up to Small-Medium Businesses,Palantiris also able to expand its addressable market. All these points to continuous growth and compounding in stock prices for the next few years, thus creating further upside for investors who have the patience to hold the stock.\nBeing able to have access to build upon these new edge technologies allows Palantir to remain relevant and build further relationships to solve greater problems around the world!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848783671,"gmtCreate":1636029512101,"gmtModify":1636029552556,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848783671","repostId":"2180627756","repostType":4,"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":881637809,"gmtCreate":1631329659801,"gmtModify":1631888730079,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881637809","repostId":"2166375184","repostType":4,"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860125307,"gmtCreate":1632147202009,"gmtModify":1632802528726,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/860125307","repostId":"1139071808","repostType":4,"repost":{"id":"1139071808","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":1632144660,"share":"https://www.laohunote.com/m/news/1139071808?lang=zh_CN&edition=full","pubTime":"2021-09-20 21:31","market":"us","language":"en","title":"U.S. stock market falls sharply lower early Monday<blockquote>美国股市周一早些时候大幅下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139071808","media":"Tiger Newspress","summary":"(Sept 20) U.S. stocks began the week deeply in the red as investors continued to move to the sidelin","content":"<p>(Sept 20)&nbsp;U.S. stocks began the week deeply in the red as investors continued to move to the sidelines in September amid several emerging risks for the market.</p><p><blockquote>（9月20日）美国由于市场出现了一些新出现的风险，投资者在 9 月份继续观望，股市本周开局大幅亏损。</blockquote></p><p> The Dow Jones Industrial average lost 580 points. The S&amp;P 500 fell 1.7%. Nasdaq 100 futures dropped 1.7%. If the declines hold after the open, the blue-chip Dow is set for its biggest one day drop since July 19, while the S&amp;P 500 is poised for their worst sell-off since May.</p><p><blockquote>道琼斯工业平均指数下跌580点。标普500下跌1.7%。纳斯达克 100 期货下跌 1.7%。如果开盘后跌势保持不变，蓝筹股道琼斯指数将创下自 7 月 19 日以来的最大单日跌幅，而标普500指数将迎来自 5 月以来最严重的抛售。</blockquote></p><p> VIX surged 20%. Airline stocks rally.</p><p><blockquote>VIX飙升20%。航空股上涨。</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>U.S. stock market falls sharply lower early Monday<blockquote>美国股市周一早些时候大幅下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stock market falls sharply lower early Monday<blockquote>美国股市周一早些时候大幅下跌</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\">2021-09-20 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Sept 20)&nbsp;U.S. stocks began the week deeply in the red as investors continued to move to the sidelines in September amid several emerging risks for the market.</p><p><blockquote>（9月20日）美国由于市场出现了一些新出现的风险，投资者在 9 月份继续观望，股市本周开局大幅亏损。</blockquote></p><p> The Dow Jones Industrial average lost 580 points. The S&amp;P 500 fell 1.7%. Nasdaq 100 futures dropped 1.7%. If the declines hold after the open, the blue-chip Dow is set for its biggest one day drop since July 19, while the S&amp;P 500 is poised for their worst sell-off since May.</p><p><blockquote>道琼斯工业平均指数下跌580点。标普500下跌1.7%。纳斯达克 100 期货下跌 1.7%。如果开盘后跌势保持不变，蓝筹股道琼斯指数将创下自 7 月 19 日以来的最大单日跌幅，而标普500指数将迎来自 5 月以来最严重的抛售。</blockquote></p><p> VIX surged 20%. Airline stocks rally.</p><p><blockquote>VIX飙升20%。航空股上涨。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139071808","content_text":"(Sept 20) U.S. stocks began the week deeply in the red as investors continued to move to the sidelines in September amid several emerging risks for the market.\nThe Dow Jones Industrial average lost 580 points. The S&P 500 fell 1.7%. Nasdaq 100 futures dropped 1.7%. If the declines hold after the open, the blue-chip Dow is set for its biggest one day drop since July 19, while the S&P 500 is poised for their worst sell-off since May.\nVIX surged 20%. Airline stocks rally.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":690601819,"gmtCreate":1639660245605,"gmtModify":1639660245907,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690601819","repostId":"2191200910","repostType":4,"isVote":1,"tweetType":1,"viewCount":3377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805210031,"gmtCreate":1627882653923,"gmtModify":1633755618424,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/805210031","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","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":1627857540,"share":"https://www.laohunote.com/m/news/1170689665?lang=zh_CN&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴、Uber、DraftKings、通用汽车、Roku、EA、维亚康姆哥伦比亚广播公司和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩游行本周继续。除了数百家小盘股公司外，还有不少于 143 家标普500公司正在提交报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software 和 Simon Property Group 将于周一启动。随后，Lyft、阿里巴巴-SW集团控股公司、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、优步科技、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银均有报道。Beyond Meat、Yelp、Wayfair、Moderna 和 ViacomCBS 将于周四关闭，DraftKings、Canopy Growth 和 Tripadvisor 将于周五关闭本周。中国教育公司新东方教育科技集团公司和好未来教育集团取消了原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局（Bureau of Labor Statistics）预计，继 6 月份的 85 万人之后，7 月份非农就业人数将增加 62.5 万人。失业率略低于6%。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括周一公布的美国供应管理协会（Institute for Supply Management）7 月份制造业采购经理人指数，随后是周三公布的服务业同等指数。这两项经济活动指标预计都将达到 61 左右，这将意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一 8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett &amp; Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、Heineken、Trex、Ferrari、Ultra Clean Holdings 和 Simon Property Group 预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股 104 美元，周五收盘价为 12.95 美元。该公司于周五晚上完成了 1 比 8 的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布 7 月份制造业采购经理人指数。普遍估计读数为 60.8，高于 6 月份的 60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份的建筑支出。继 5 月份下降 0.3% 后，预计环比增长 0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二 8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>伊顿、英国石油公司、安德玛、Lyft、高乐氏、安进、Akamai Technologies、康明斯、礼来公司、阿里巴巴-SW集团控股公司、Nikola、EnPro Industries、华纳音乐集团、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、邓白氏控股公司、康菲石油公司和 Jacobs Engineering Group 在评级举办会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告六月份的工厂订单。经济学家预测，本月订单增长1.0%，而5月份增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三 8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>索尼集团、CVS Health、卡夫亨氏、软银、通用汽车、Progressive、Etsy、艺电、西部数据、Uber Technologies、Roku、米高梅国际酒店集团、福克斯和 Re/Max Holdings 预计将主办财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告 7 月份轻型汽车销量。预计看涨期权经季节性调整后的年增长率为 1530 万辆，而 6 月份为 1540 万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业采购经理人指数。一致估计读数为 60.8，而 6 月份的读数为 60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>其7月份的全国就业报告。普遍估计，继 6 月份增加 692,000 人之后，非农私营部门就业人数将增加 635,000 人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四 8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman &amp; Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五 8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>BLS 发布就业报告</b>七月。经济学家预测，继6月份增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、Tripadvisor、Spectrum Brands Holdings、E.W。Scripps、Cinemark Holdings 和 Manitowoc 主办评级会议讨论财务业绩。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴、Uber、DraftKings、通用汽车、Roku、EA、维亚康姆哥伦比亚广播公司和其他投资者本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴、Uber、DraftKings、通用汽车、Roku、EA、维亚康姆哥伦比亚广播公司和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-02 06:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩游行本周继续。除了数百家小盘股公司外，还有不少于 143 家标普500公司正在提交报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software 和 Simon Property Group 将于周一启动。随后，Lyft、阿里巴巴-SW集团控股公司、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、优步科技、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银均有报道。Beyond Meat、Yelp、Wayfair、Moderna 和 ViacomCBS 将于周四关闭，DraftKings、Canopy Growth 和 Tripadvisor 将于周五关闭本周。中国教育公司新东方教育科技集团公司和好未来教育集团取消了原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局（Bureau of Labor Statistics）预计，继 6 月份的 85 万人之后，7 月份非农就业人数将增加 62.5 万人。失业率略低于6%。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括周一公布的美国供应管理协会（Institute for Supply Management）7 月份制造业采购经理人指数，随后是周三公布的服务业同等指数。这两项经济活动指标预计都将达到 61 左右，这将意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一 8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett &amp; Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、Heineken、Trex、Ferrari、Ultra Clean Holdings 和 Simon Property Group 预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股 104 美元，周五收盘价为 12.95 美元。该公司于周五晚上完成了 1 比 8 的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布 7 月份制造业采购经理人指数。普遍估计读数为 60.8，高于 6 月份的 60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份的建筑支出。继 5 月份下降 0.3% 后，预计环比增长 0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二 8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>伊顿、英国石油公司、安德玛、Lyft、高乐氏、安进、Akamai Technologies、康明斯、礼来公司、阿里巴巴-SW集团控股公司、Nikola、EnPro Industries、华纳音乐集团、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、邓白氏控股公司、康菲石油公司和 Jacobs Engineering Group 在评级举办会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告六月份的工厂订单。经济学家预测，本月订单增长1.0%，而5月份增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三 8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>索尼集团、CVS Health、卡夫亨氏、软银、通用汽车、Progressive、Etsy、艺电、西部数据、Uber Technologies、Roku、米高梅国际酒店集团、福克斯和 Re/Max Holdings 预计将主办财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告 7 月份轻型汽车销量。预计看涨期权经季节性调整后的年增长率为 1530 万辆，而 6 月份为 1540 万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业采购经理人指数。一致估计读数为 60.8，而 6 月份的读数为 60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>其7月份的全国就业报告。普遍估计，继 6 月份增加 692,000 人之后，非农私营部门就业人数将增加 635,000 人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四 8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman &amp; Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五 8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>BLS 发布就业报告</b>七月。经济学家预测，继6月份增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、Tripadvisor、Spectrum Brands Holdings、E.W。Scripps、Cinemark Holdings 和 Manitowoc 主办评级会议讨论财务业绩。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","UBER":"优步",".IXIC":"NASDAQ Composite","ROKU":"Roku Inc",".DJI":"道琼斯","DKNG":"DraftKings Inc.",".SPX":"S&P 500 Index","EA":"艺电","BABA":"阿里巴巴","GM":"通用汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"EA":0.9,".IXIC":0.9,"VIAC":0.9,".SPX":0.9,"DKNG":0.9,"GE":0.9,"GM":0.9,"ROKU":0.9,"UBER":0.9,"BABA":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808567058,"gmtCreate":1627602566474,"gmtModify":1633757956375,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/808567058","repostId":"1179174010","repostType":4,"repost":{"id":"1179174010","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":1627572541,"share":"https://www.laohunote.com/m/news/1179174010?lang=zh_CN&edition=full","pubTime":"2021-07-29 23:29","market":"us","language":"en","title":"Musk confirms Tesla AI Day will be on August 19<blockquote>马斯克确认特斯拉人工智能日将于8月19日举行</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179174010","media":"Tiger Newspress","summary":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19.While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.The focus of the AI event is likely to be around Tesla's self","content":"<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p><p><blockquote>埃隆·马斯克确认特斯拉人工智能日将于 8 月 19 日举行后，特斯拉股价飙升超过 5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p><p><blockquote>特斯拉首席执行官埃隆·马斯克周四通过推文证实，该公司将于 8 月 19 日举办人工智能日。</blockquote></p><p> While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p><p><blockquote>虽然该公司没有提供人工智能活动的细节，但马斯克在6月21日的一条推文中表示，该活动“将回顾特斯拉人工智能软件和硬件的进展，包括训练和推理”，其目的是招聘。</blockquote></p><p> The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p><p><blockquote>人工智能活动的焦点可能是特斯拉的自动驾驶技术。尽管该系统被命名为全自动驾驶（FSD），但该软件仍处于测试阶段，该公司在向美国证券交易委员会提交的文件中表示，它尚未完全自动驾驶。</blockquote></p><p> Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</p><p><blockquote>特斯拉在这一领域的招聘工作旨在吸引机器学习和计算机视觉领域的专家以及神经网络专家。</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>Musk confirms Tesla AI Day will be on August 19<blockquote>马斯克确认特斯拉人工智能日将于8月19日举行</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\">\nMusk confirms Tesla AI Day will be on August 19<blockquote>马斯克确认特斯拉人工智能日将于8月19日举行</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-29 23:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p><p><blockquote>埃隆·马斯克确认特斯拉人工智能日将于 8 月 19 日举行后，特斯拉股价飙升超过 5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p><p><blockquote>特斯拉首席执行官埃隆·马斯克周四通过推文证实，该公司将于 8 月 19 日举办人工智能日。</blockquote></p><p> While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p><p><blockquote>虽然该公司没有提供人工智能活动的细节，但马斯克在6月21日的一条推文中表示，该活动“将回顾特斯拉人工智能软件和硬件的进展，包括训练和推理”，其目的是招聘。</blockquote></p><p> The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p><p><blockquote>人工智能活动的焦点可能是特斯拉的自动驾驶技术。尽管该系统被命名为全自动驾驶（FSD），但该软件仍处于测试阶段，该公司在向美国证券交易委员会提交的文件中表示，它尚未完全自动驾驶。</blockquote></p><p> Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</p><p><blockquote>特斯拉在这一领域的招聘工作旨在吸引机器学习和计算机视觉领域的专家以及神经网络专家。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179174010","content_text":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.\n\nTesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. \nWhile the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.\nThe focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.\nTesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802989162,"gmtCreate":1627706606056,"gmtModify":1633756909481,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/802989162","repostId":"2155743150","repostType":4,"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124762889,"gmtCreate":1624794555741,"gmtModify":1633948569618,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124762889","repostId":"2146090006","repostType":4,"isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605173440,"gmtCreate":1639137072778,"gmtModify":1639137321309,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like...","listText":"Like...","text":"Like...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605173440","repostId":"1169522079","repostType":4,"repost":{"id":"1169522079","kind":"news","pubTimestamp":1639136423,"share":"https://www.laohunote.com/m/news/1169522079?lang=zh_CN&edition=full","pubTime":"2021-12-10 19:40","market":"us","language":"en","title":"Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是 2022 年的首选股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169522079","media":"Barrons","summary":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market ca","content":"<p>Apple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p><p><blockquote>苹果是摩根士丹利 2022 年的首选股票，因为这家科技巨头的市值接近 3 万亿美元，并准备推出增强现实产品。</blockquote></p><p> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p><p><blockquote>“分析师凯蒂-休伯蒂（Katy Huberty）在周四的一份报告中写道：”强大、忠诚的客户群和即将推出的 AR/VR 产品相结合，使苹果公司有望在 2022 年获得重新评级。休伯蒂写道，苹果是摩根士丹利在 2022 年 “最受欢迎的大盘股（也是总体首选）”。</blockquote></p><p> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p><p><blockquote>休伯蒂发表看涨期权两天前，她重申了跑赢大盘对苹果（股票代码：AAPL）股票的评级，并将目标价从164美元上调21%至200美元。</blockquote></p><p> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.</p><p><blockquote>苹果股价周四上涨 0.2%，至 175.47 美元。该股今年已上涨约32%，市值达到2.87万亿美元。在过去的一个月里，该指数上涨了 19%，超过了道琼斯工业平均指数 0.5% 的涨幅、标普500指数 0.9% 的涨幅和纳斯达克综合指数 0.04% 的涨幅。</blockquote></p><p> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p><p><blockquote>摩根士丹利认为，投资者应将苹果视为消费和技术平台，而不是周期性硬件公司，因为该公司约三分之一的毛利润来自服务部门。休伯蒂写道，iPhone 13 的需求将在短期内继续推动增长，2022 年初推出的新产品将延续这一趋势。</blockquote></p><p> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p><p><blockquote>Wedbush 的 Dan Ives 赞同 Huberty 的看涨看涨期权，理由是 iPhone 13 需求强劲，增强现实耳机即将推出。</blockquote></p><p> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p><p><blockquote>“艾夫斯在周四的一份研究报告中写道：”本周，我们对苹果商店的检查、供应链数据和 iPhone 订单延迟都证实了我们的看涨观点，即目前全球 iPhone 13 的需求量超过了约 1000 万部。</blockquote></p><p> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p><p><blockquote>艾夫斯估计，尽管芯片短缺和供应链逆风，苹果在假日期间仍将销售超过 4000 万部 iPhone。随着消费者不断升级手机，这些不利因素很可能 “只不过是 iPhone 12 和 13 周期中的一个减速带”。</blockquote></p><p> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p><p><blockquote>艾夫斯还预计，苹果将在 2022 年夏天左右推出 AR 头显 “苹果眼镜”，这可能会使公司每股估值增加 20 美元。</blockquote></p><p> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p><p><blockquote>休伯蒂补充说，其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付领域的未来进步，以及即将扩展到汽车制造领域的讨论。</blockquote></p><p> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p><p><blockquote>“她写道：”我们还认为，投资者需要从即将推出的新产品的选择性中适当地嵌入价值。</blockquote></p><p> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p><p><blockquote>苹果股票的看涨情况仍然存在一些风险。休伯蒂概述说，其中最主要的是，随着在家工作的需求逐渐消退，iPhone 的销量将无法在 2022 年实现。</blockquote></p><p> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p><p><blockquote>另一个风险可能来自服务行业的低增长，这可能是由法院对 App Store 支付模式的改变所推动的。即使是这种风险看起来也不太可能，因为苹果在周三与堡垒之夜发行商Epic Games的法律诉讼中再次获胜。</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>Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是 2022 年的首选股票。</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\">\nApple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是 2022 年的首选股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-10 19:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p><p><blockquote>苹果是摩根士丹利 2022 年的首选股票，因为这家科技巨头的市值接近 3 万亿美元，并准备推出增强现实产品。</blockquote></p><p> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p><p><blockquote>“分析师凯蒂-休伯蒂（Katy Huberty）在周四的一份报告中写道：”强大、忠诚的客户群和即将推出的 AR/VR 产品相结合，使苹果公司有望在 2022 年获得重新评级。休伯蒂写道，苹果是摩根士丹利在 2022 年 “最受欢迎的大盘股（也是总体首选）”。</blockquote></p><p> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p><p><blockquote>休伯蒂发表看涨期权两天前，她重申了跑赢大盘对苹果（股票代码：AAPL）股票的评级，并将目标价从164美元上调21%至200美元。</blockquote></p><p> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.</p><p><blockquote>苹果股价周四上涨 0.2%，至 175.47 美元。该股今年已上涨约32%，市值达到2.87万亿美元。在过去的一个月里，该指数上涨了 19%，超过了道琼斯工业平均指数 0.5% 的涨幅、标普500指数 0.9% 的涨幅和纳斯达克综合指数 0.04% 的涨幅。</blockquote></p><p> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p><p><blockquote>摩根士丹利认为，投资者应将苹果视为消费和技术平台，而不是周期性硬件公司，因为该公司约三分之一的毛利润来自服务部门。休伯蒂写道，iPhone 13 的需求将在短期内继续推动增长，2022 年初推出的新产品将延续这一趋势。</blockquote></p><p> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p><p><blockquote>Wedbush 的 Dan Ives 赞同 Huberty 的看涨看涨期权，理由是 iPhone 13 需求强劲，增强现实耳机即将推出。</blockquote></p><p> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p><p><blockquote>“艾夫斯在周四的一份研究报告中写道：”本周，我们对苹果商店的检查、供应链数据和 iPhone 订单延迟都证实了我们的看涨观点，即目前全球 iPhone 13 的需求量超过了约 1000 万部。</blockquote></p><p> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p><p><blockquote>艾夫斯估计，尽管芯片短缺和供应链逆风，苹果在假日期间仍将销售超过 4000 万部 iPhone。随着消费者不断升级手机，这些不利因素很可能 “只不过是 iPhone 12 和 13 周期中的一个减速带”。</blockquote></p><p> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p><p><blockquote>艾夫斯还预计，苹果将在 2022 年夏天左右推出 AR 头显 “苹果眼镜”，这可能会使公司每股估值增加 20 美元。</blockquote></p><p> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p><p><blockquote>休伯蒂补充说，其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付领域的未来进步，以及即将扩展到汽车制造领域的讨论。</blockquote></p><p> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p><p><blockquote>“她写道：”我们还认为，投资者需要从即将推出的新产品的选择性中适当地嵌入价值。</blockquote></p><p> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p><p><blockquote>苹果股票的看涨情况仍然存在一些风险。休伯蒂概述说，其中最主要的是，随着在家工作的需求逐渐消退，iPhone 的销量将无法在 2022 年实现。</blockquote></p><p> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p><p><blockquote>另一个风险可能来自服务行业的低增长，这可能是由法院对 App Store 支付模式的改变所推动的。即使是这种风险看起来也不太可能，因为苹果在周三与堡垒之夜发行商Epic Games的法律诉讼中再次获胜。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169522079","content_text":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.\n“The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.\nHuberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.\nApple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the Dow Jones Industrial Average’s 0.5% rise, the S&P 500’s 0.9% gain, and the Nasdaq Composite’s 0.04% advance.\nMorgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.\nWedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.\n“This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.\nIves estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.\nIves also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.\nOther tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.\n“We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.\nThere are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.\nAnother risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859975928,"gmtCreate":1634653139391,"gmtModify":1634653503429,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/859975928","repostId":"1194649335","repostType":4,"repost":{"id":"1194649335","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":1634651257,"share":"https://www.laohunote.com/m/news/1194649335?lang=zh_CN&edition=full","pubTime":"2021-10-19 21:47","market":"us","language":"en","title":"Alibaba rose 3% in morning trading as it released its self-developed 5nm cloud chip Yitian 710<blockquote>阿里巴巴-SW发布自主研发的5纳米云芯片倚天710，早盘上涨3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194649335","media":"Tiger Newspress","summary":"Alibaba rose 3% in morning trading as it released its self-developed 5nm cloud chip Yitian 710.\n\nOn ","content":"<p>Alibaba rose 3% in morning trading as it released its self-developed 5nm cloud chip Yitian 710.</p><p><blockquote>阿里巴巴-SW发布了自主研发的5纳米云芯片倚天710，早盘上涨3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8bbb3e7cda017cbff6f2ddf56a1d6d79\" tg-width=\"772\" tg-height=\"362\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> On Tuesday, the company confirmed&nbsp;plans&nbsp;to develop an in-house processor that would be used to power its&nbsp;cloud computing business.</p><p><blockquote>周二，该公司确认计划开发一款内部处理器，用于为其云计算业务提供动力。</blockquote></p><p> The design is based on British chipmaker Arm Holding's architecture and will use the 5nm technology, which has&nbsp;been under development since 2019 and is expected to boost Alibaba’s cloud services by leveraging performance and energy efficiency.</p><p><blockquote>该设计基于英国芯片制造商 Arm Holding 的架构，将使用 5 纳米技术，该技术自 2019 年以来一直在开发中，预计将通过利用性能和能效来提升阿里巴巴-SW的云服务。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba rose 3% in morning trading as it released its self-developed 5nm cloud chip Yitian 710<blockquote>阿里巴巴-SW发布自主研发的5纳米云芯片倚天710，早盘上涨3%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba rose 3% in morning trading as it released its self-developed 5nm cloud chip Yitian 710<blockquote>阿里巴巴-SW发布自主研发的5纳米云芯片倚天710，早盘上涨3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-19 21:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba rose 3% in morning trading as it released its self-developed 5nm cloud chip Yitian 710.</p><p><blockquote>阿里巴巴-SW发布了自主研发的5纳米云芯片倚天710，早盘上涨3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8bbb3e7cda017cbff6f2ddf56a1d6d79\" tg-width=\"772\" tg-height=\"362\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> On Tuesday, the company confirmed&nbsp;plans&nbsp;to develop an in-house processor that would be used to power its&nbsp;cloud computing business.</p><p><blockquote>周二，该公司确认计划开发一款内部处理器，用于为其云计算业务提供动力。</blockquote></p><p> The design is based on British chipmaker Arm Holding's architecture and will use the 5nm technology, which has&nbsp;been under development since 2019 and is expected to boost Alibaba’s cloud services by leveraging performance and energy efficiency.</p><p><blockquote>该设计基于英国芯片制造商 Arm Holding 的架构，将使用 5 纳米技术，该技术自 2019 年以来一直在开发中，预计将通过利用性能和能效来提升阿里巴巴-SW的云服务。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194649335","content_text":"Alibaba rose 3% in morning trading as it released its self-developed 5nm cloud chip Yitian 710.\n\nOn Tuesday, the company confirmed plans to develop an in-house processor that would be used to power its cloud computing business.\nThe design is based on British chipmaker Arm Holding's architecture and will use the 5nm technology, which has been under development since 2019 and is expected to boost Alibaba’s cloud services by leveraging performance and energy efficiency.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829033216,"gmtCreate":1633441764113,"gmtModify":1633441764462,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"title":"","htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/829033216","repostId":"1116662375","repostType":4,"repost":{"id":"1116662375","kind":"news","pubTimestamp":1633441259,"share":"https://www.laohunote.com/m/news/1116662375?lang=zh_CN&edition=full","pubTime":"2021-10-05 21:40","market":"us","language":"en","title":"A decade later, Steve Jobs is still paving Apple’s path to success<blockquote>十年过去了，乔布斯仍在为苹果铺路</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116662375","media":"macworld","summary":"Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jo","content":"<p>Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jobs died, and at the time Ipondered how he’d be remembered. In the intervening years, his most notable product–Apple itself–has risen to unimaginable levels of power and influence.</p><p><blockquote>时间向前滚动，过去退去，一切都开始褪色，不是吗？十年前，史蒂夫-乔布斯去世了，当时我不知道人们会如何缅怀他。在这期间的几年里，他最著名的产品——苹果本身——已经上升到了难以想象的权力和影响力水平。</blockquote></p><p> The fact that so much of Apple’s growth has happened since Jobs’s departure hasn’t reduced him at all. It would be relatively easy to argue that the success of Tim Cook’s Apple suggests that, despite everyone’s concern in the late days of 2011, the company actually<i>could</i>go on without Jobs at the helm. But that’s not what anyone thinks. Instead, Jobs is credited for putting Apple on the path that led to it becoming what it is today.</p><p><blockquote>乔布斯离职后，苹果取得了如此大的进步，但这丝毫没有降低他的地位。可以相对容易地说，蒂姆-库克（Tim Cook）的苹果的成功表明，尽管在 2011 年末每个人都感到担忧，但该公司实际上<i>可以</i>继续没有工作掌舵。但并非所有人都这么想。相反，乔布斯被认为是让苹果走上了今天的道路。</blockquote></p><p> The 10 years before</p><p><blockquote>10年前</blockquote></p><p> On October 5, 2001, 10 years before Jobs passed away, Apple is busy digging itself out of an enormous hole. Jobs returned to the company with the purchase of NeXT in late 1996, assumed the reins of power in mid-1997, and four years later his big accomplishment is mostly that Apple hasn’t gone out of business yet. Thanks to the&nbsp;iMac G3, the company had a financial lifeline that has allowed it to renovate the rest of the Mac product line, get an&nbsp;entirely new Mac OSout the door, and begin&nbsp;expanding into retail.</p><p><blockquote>2001年10月5日，也就是乔布斯去世的10年前，苹果正忙于从一个巨大的洞里挖掘自己。1996 年底，乔布斯收购了 NeXT 公司，重返公司，1997 年年中掌权，四年后，他的巨大成就主要是苹果还没有倒闭。多亏了iMac G3，该公司有了一条财务生命线，使其能够翻新Mac产品线的其余部分，推出全新的Mac，并开始向零售业扩张。</blockquote></p><p> This is a very different Apple than the one that most people remember, an&nbsp;invisible era&nbsp;where Jobs was furiously throwing ideas at the wall to see what would stick. (A server! Acube-shaped Power Mac!) This Apple was not afraid of failure. It wasn’t afraid of looking foolish. It was, in fact, completely embracing the fact that it would need to keep trying and be willing to fail in order to find where it might succeed.</p><p><blockquote>这是一个与大多数人记忆中截然不同的苹果，这是一个看不见的时代，乔布斯疯狂地把想法扔到墙上，看看什么会坚持下去。（一个服务器!Acube形状的Power Mac!）这个苹果不怕失败。它不怕显得愚蠢。事实上，它完全接受了这样一个事实，即它需要不断尝试，并愿意失败，以便找到可能成功的地方。</blockquote></p><p> One of those wild ideas ended up saving the company.</p><p><blockquote>其中一个疯狂的想法最终拯救了公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/272cbc070a8abecbfeba42331c92a783\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple had been struggling for years. Then the iPod came along to start a string of successes that made the company what it is today.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果已经挣扎了很多年。然后iPod出现了，开始了一连串的成功，造就了今天的公司。</span></p></blockquote></p><p> Ten years before Steve Jobs died, he and his team were putting the finishing touches on the new product they’d be introducing a couple of weeks later. It was another weird idea that was still worth trying–a digital music player so compact that you could carry a thousand songs with you in your pocket.</p><p><blockquote>在史蒂夫-乔布斯去世前十年，他和他的团队正在对几周后推出的新产品进行最后的润色。这是另一个仍然值得尝试的奇怪想法——一个如此小巧的数字音乐播放器，你可以在口袋里携带一千首歌曲。</blockquote></p><p> The iMac G3’s sales success might have given Apple a lifeline, but it was the iPod (which has its 20th birthday later this month) that introduced Apple’s brand to countless people who had never,<i>would</i>never consider buying a Mac. And combined with the expanding Apple retail empire–another idea that might have ended in disaster, but didn’t–the iPod turned people on to Apple as a brand, making them consider the Mac as well–and Apple’s fortunes grew.</p><p><blockquote>iMac G3 的销售成功可能给了苹果一条生命线，但正是 iPod（本月晚些时候将迎来 20 岁生日）向无数从未接触过 iPod、<i>将会</i>永远不要考虑买苹果电脑。再加上不断扩大的苹果零售帝国--另一个可能以灾难告终的想法--iPod 让人们开始关注苹果这个品牌，让他们也开始考虑 Mac--苹果的财富也随之增长。</blockquote></p><p> From there, of course, Apple was on the path to build the iPhone and the iPad, constructing the core trio of products that drive the company even today.</p><p><blockquote>当然，从那里开始，苹果走上了制造iPhone和iPad的道路，构建了驱动公司今天的核心三大产品。</blockquote></p><p> The 10 years after</p><p><blockquote>10年后</blockquote></p><p> During Apple’sfinal financial quarter with Jobs as CEO, Apple delivered its best financial quarter ever. The company generated a record $28.6 billion in revenue and a record $7.31 billion in profit. It sold $13.3 billion worth of iPhones, $6 billion worth of iPads, and $5.1 billion worth of Macs.</p><p><blockquote>在乔布斯担任首席执行官的苹果最后一个财季，苹果交出了有史以来最好的财季。该公司创造了创纪录的 286 亿美元收入和创纪录的 73.1 亿美元利润。它售出了价值133亿美元的iPhone、价值60亿美元的iPad和价值51亿美元的Mac电脑。</blockquote></p><p> Ten years after Jobs left Apple,the resultswere a bit better. Revenue was $81.4 billion, 2.8 times more than the decade-ago quarter. Profit was $21.7 billion, nearly three times the decade-ago total. Apple sold $39.5 billion worth of iPhones (up nearly 3 times), $7.3 billion worth of iPads (up 22 percent), and $8.2 billion worth of Macs (up 61 percent).</p><p><blockquote>乔布斯离开苹果十年后，结果稍好一些。收入为 814 亿美元，是十年前季度的 2.8 倍。利润为 217 亿美元，几乎是十年前总额的三倍。苹果售出了价值 395 亿美元的 iPhone（增长近 3 倍）、价值 73 亿美元的 iPad（增长 22%）和价值 82 亿美元的 Mac（增长 61%）。</blockquote></p><p> Under Tim Cook’s stewardship, Apple has tripled what it makes in an average quarter. It has grown two major new sources of revenue in wearable products (such as Apple Watch and AirPods) and services. Does Tim Cook deserve credit for this? Given how so many experts were convinced that Apple would be utterly adrift without Steve Jobs at the helm, I certainly think so.</p><p><blockquote>在蒂姆-库克（Tim Cook）的管理下，苹果平均每个季度的收入增加了两倍。它在可穿戴产品（如苹果手表和AirPods）和服务方面增长了两大新收入来源。蒂姆·库克值得称赞吗？鉴于如此多的专家确信，如果没有乔布斯掌舵，苹果将彻底陷入困境，我当然这么认为。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ff011b19b561e07a75dc6408fdd7251\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple has experienced tremendous success since Steve Jobs’ death. Tim Cook deserves all the credit, just as Jobs is viewed as the one who set it all up.</span></p><p><blockquote><p class=\"t-img-caption\"><span>乔布斯去世后，苹果取得了巨大的成功。蒂姆·库克应该得到所有的荣誉，就像乔布斯被视为一手策划这一切一样。</span></p></blockquote></p><p> Just as Apple’s modern corporate culture really owes itself to what Jobs established when he returned to the company in the 1990s, Cook himself was chosen by Jobs as his successor. I think it’s fair to say that Jobs probably saw the trajectory Apple was on and trusted Cook to navigate the company through that growth while also continuing to focus on developing new products and iterating on existing ones.</p><p><blockquote>正如苹果的现代企业文化真正归功于乔布斯在 20 世纪 90 年代重返公司时建立的文化一样，库克本人也被乔布斯选为接班人。我认为可以公平地说，乔布斯可能看到了苹果的发展轨迹，并信任库克带领公司实现增长，同时继续专注于开发新产品和迭代现有产品。</blockquote></p><p></p><p> So while Cook deserves credit for steering Apple through these waters, Jobs is rightfully viewed as the person who set it all up. The enormous success of Apple in the decade since Jobs died only adds to his legacy.</p><p><blockquote>因此，虽然库克带领苹果渡过难关值得称赞，但乔布斯理所当然地被视为幕后策划者。乔布斯去世后的十年里，苹果取得了巨大成功，这只会增加他的遗产。</blockquote></p><p> But lest we forget, nothing is forever. Apple TV+, a service that Jobs probably wouldn’t have conceived of himself, recently premiered a series based on Isaac Asimov’s “Foundation” book series. “Foundation” is, fundamentally, about one man’s vision of the future–and how one man’s vision is no match for the sweep of history.</p><p><blockquote>但是我们不要忘记，没有什么是永恒的。乔布斯可能不会想到的苹果电视+服务最近首播了一部根据艾萨克-阿西莫夫（Isaac Asimov）的《基金会》系列丛书改编的电视剧。从根本上说，《基础》讲述的是一个人对未来的愿景--以及一个人的愿景是如何无法与历史的风暴相媲美的。</blockquote></p><p> Time does roll forward, and our perceptions of events continue to shift. Events witnessed in person become old stories retold, subject to the limits of our memories and the imperfection of second-hand storytelling. My daughter was born just after the iPod was announced, but before it shipped. She’s about to turn 20. Where does the time go?</p><p><blockquote>时间确实在前进，我们对事件的看法也在不断变化。亲眼目睹的事件变成了重新讲述的老故事，受制于我们记忆的限制和二手故事的不完美。我的女儿是在iPod发布后不久出生的，但在它发货之前。她马上就要20岁了。时间去哪儿了？</blockquote></p><p> “Those of us who are lucky enough to grow old and rickety (in a way that, cruelly, Steven Paul Jobs was never allowed to) will say that we saw that man stand upon a stage with a giant Apple logo behind him and introduce a new iconic, world-changing product,”I wrote when Jobs died. “In a hundred years, perhaps he will have been reduced to a caricature.” Maybe so. But we should all be so lucky.</p><p><blockquote>“乔布斯去世时，我写道：”我们这些有幸变老变态的人会说，我们看到那个人站在舞台上，身后是巨大的苹果标志，并推出了一款标志性的、改变世界的新产品。“一百年后，或许他会沦为一幅漫画。”也许是这样。但我们都应该很幸运。</blockquote></p><p></p>","source":"lsy1633441374938","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>A decade later, Steve Jobs is still paving Apple’s path to success<blockquote>十年过去了，乔布斯仍在为苹果铺路</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\">\nA decade later, Steve Jobs is still paving Apple’s path to success<blockquote>十年过去了，乔布斯仍在为苹果铺路</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">macworld</strong><span class=\"h-time small\">2021-10-05 21:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jobs died, and at the time Ipondered how he’d be remembered. In the intervening years, his most notable product–Apple itself–has risen to unimaginable levels of power and influence.</p><p><blockquote>时间向前滚动，过去退去，一切都开始褪色，不是吗？十年前，史蒂夫-乔布斯去世了，当时我不知道人们会如何缅怀他。在这期间的几年里，他最著名的产品——苹果本身——已经上升到了难以想象的权力和影响力水平。</blockquote></p><p> The fact that so much of Apple’s growth has happened since Jobs’s departure hasn’t reduced him at all. It would be relatively easy to argue that the success of Tim Cook’s Apple suggests that, despite everyone’s concern in the late days of 2011, the company actually<i>could</i>go on without Jobs at the helm. But that’s not what anyone thinks. Instead, Jobs is credited for putting Apple on the path that led to it becoming what it is today.</p><p><blockquote>乔布斯离职后，苹果取得了如此大的进步，但这丝毫没有降低他的地位。可以相对容易地说，蒂姆-库克（Tim Cook）的苹果的成功表明，尽管在 2011 年末每个人都感到担忧，但该公司实际上<i>可以</i>继续没有工作掌舵。但并非所有人都这么想。相反，乔布斯被认为是让苹果走上了今天的道路。</blockquote></p><p> The 10 years before</p><p><blockquote>10年前</blockquote></p><p> On October 5, 2001, 10 years before Jobs passed away, Apple is busy digging itself out of an enormous hole. Jobs returned to the company with the purchase of NeXT in late 1996, assumed the reins of power in mid-1997, and four years later his big accomplishment is mostly that Apple hasn’t gone out of business yet. Thanks to the&nbsp;iMac G3, the company had a financial lifeline that has allowed it to renovate the rest of the Mac product line, get an&nbsp;entirely new Mac OSout the door, and begin&nbsp;expanding into retail.</p><p><blockquote>2001年10月5日，也就是乔布斯去世的10年前，苹果正忙于从一个巨大的洞里挖掘自己。1996 年底，乔布斯收购了 NeXT 公司，重返公司，1997 年年中掌权，四年后，他的巨大成就主要是苹果还没有倒闭。多亏了iMac G3，该公司有了一条财务生命线，使其能够翻新Mac产品线的其余部分，推出全新的Mac，并开始向零售业扩张。</blockquote></p><p> This is a very different Apple than the one that most people remember, an&nbsp;invisible era&nbsp;where Jobs was furiously throwing ideas at the wall to see what would stick. (A server! Acube-shaped Power Mac!) This Apple was not afraid of failure. It wasn’t afraid of looking foolish. It was, in fact, completely embracing the fact that it would need to keep trying and be willing to fail in order to find where it might succeed.</p><p><blockquote>这是一个与大多数人记忆中截然不同的苹果，这是一个看不见的时代，乔布斯疯狂地把想法扔到墙上，看看什么会坚持下去。（一个服务器!Acube形状的Power Mac!）这个苹果不怕失败。它不怕显得愚蠢。事实上，它完全接受了这样一个事实，即它需要不断尝试，并愿意失败，以便找到可能成功的地方。</blockquote></p><p> One of those wild ideas ended up saving the company.</p><p><blockquote>其中一个疯狂的想法最终拯救了公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/272cbc070a8abecbfeba42331c92a783\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple had been struggling for years. Then the iPod came along to start a string of successes that made the company what it is today.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果已经挣扎了很多年。然后iPod出现了，开始了一连串的成功，造就了今天的公司。</span></p></blockquote></p><p> Ten years before Steve Jobs died, he and his team were putting the finishing touches on the new product they’d be introducing a couple of weeks later. It was another weird idea that was still worth trying–a digital music player so compact that you could carry a thousand songs with you in your pocket.</p><p><blockquote>在史蒂夫-乔布斯去世前十年，他和他的团队正在对几周后推出的新产品进行最后的润色。这是另一个仍然值得尝试的奇怪想法——一个如此小巧的数字音乐播放器，你可以在口袋里携带一千首歌曲。</blockquote></p><p> The iMac G3’s sales success might have given Apple a lifeline, but it was the iPod (which has its 20th birthday later this month) that introduced Apple’s brand to countless people who had never,<i>would</i>never consider buying a Mac. And combined with the expanding Apple retail empire–another idea that might have ended in disaster, but didn’t–the iPod turned people on to Apple as a brand, making them consider the Mac as well–and Apple’s fortunes grew.</p><p><blockquote>iMac G3 的销售成功可能给了苹果一条生命线，但正是 iPod（本月晚些时候将迎来 20 岁生日）向无数从未接触过 iPod、<i>将会</i>永远不要考虑买苹果电脑。再加上不断扩大的苹果零售帝国--另一个可能以灾难告终的想法--iPod 让人们开始关注苹果这个品牌，让他们也开始考虑 Mac--苹果的财富也随之增长。</blockquote></p><p> From there, of course, Apple was on the path to build the iPhone and the iPad, constructing the core trio of products that drive the company even today.</p><p><blockquote>当然，从那里开始，苹果走上了制造iPhone和iPad的道路，构建了驱动公司今天的核心三大产品。</blockquote></p><p> The 10 years after</p><p><blockquote>10年后</blockquote></p><p> During Apple’sfinal financial quarter with Jobs as CEO, Apple delivered its best financial quarter ever. The company generated a record $28.6 billion in revenue and a record $7.31 billion in profit. It sold $13.3 billion worth of iPhones, $6 billion worth of iPads, and $5.1 billion worth of Macs.</p><p><blockquote>在乔布斯担任首席执行官的苹果最后一个财季，苹果交出了有史以来最好的财季。该公司创造了创纪录的 286 亿美元收入和创纪录的 73.1 亿美元利润。它售出了价值133亿美元的iPhone、价值60亿美元的iPad和价值51亿美元的Mac电脑。</blockquote></p><p> Ten years after Jobs left Apple,the resultswere a bit better. Revenue was $81.4 billion, 2.8 times more than the decade-ago quarter. Profit was $21.7 billion, nearly three times the decade-ago total. Apple sold $39.5 billion worth of iPhones (up nearly 3 times), $7.3 billion worth of iPads (up 22 percent), and $8.2 billion worth of Macs (up 61 percent).</p><p><blockquote>乔布斯离开苹果十年后，结果稍好一些。收入为 814 亿美元，是十年前季度的 2.8 倍。利润为 217 亿美元，几乎是十年前总额的三倍。苹果售出了价值 395 亿美元的 iPhone（增长近 3 倍）、价值 73 亿美元的 iPad（增长 22%）和价值 82 亿美元的 Mac（增长 61%）。</blockquote></p><p> Under Tim Cook’s stewardship, Apple has tripled what it makes in an average quarter. It has grown two major new sources of revenue in wearable products (such as Apple Watch and AirPods) and services. Does Tim Cook deserve credit for this? Given how so many experts were convinced that Apple would be utterly adrift without Steve Jobs at the helm, I certainly think so.</p><p><blockquote>在蒂姆-库克（Tim Cook）的管理下，苹果平均每个季度的收入增加了两倍。它在可穿戴产品（如苹果手表和AirPods）和服务方面增长了两大新收入来源。蒂姆·库克值得称赞吗？鉴于如此多的专家确信，如果没有乔布斯掌舵，苹果将彻底陷入困境，我当然这么认为。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ff011b19b561e07a75dc6408fdd7251\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple has experienced tremendous success since Steve Jobs’ death. Tim Cook deserves all the credit, just as Jobs is viewed as the one who set it all up.</span></p><p><blockquote><p class=\"t-img-caption\"><span>乔布斯去世后，苹果取得了巨大的成功。蒂姆·库克应该得到所有的荣誉，就像乔布斯被视为一手策划这一切一样。</span></p></blockquote></p><p> Just as Apple’s modern corporate culture really owes itself to what Jobs established when he returned to the company in the 1990s, Cook himself was chosen by Jobs as his successor. I think it’s fair to say that Jobs probably saw the trajectory Apple was on and trusted Cook to navigate the company through that growth while also continuing to focus on developing new products and iterating on existing ones.</p><p><blockquote>正如苹果的现代企业文化真正归功于乔布斯在 20 世纪 90 年代重返公司时建立的文化一样，库克本人也被乔布斯选为接班人。我认为可以公平地说，乔布斯可能看到了苹果的发展轨迹，并信任库克带领公司实现增长，同时继续专注于开发新产品和迭代现有产品。</blockquote></p><p></p><p> So while Cook deserves credit for steering Apple through these waters, Jobs is rightfully viewed as the person who set it all up. The enormous success of Apple in the decade since Jobs died only adds to his legacy.</p><p><blockquote>因此，虽然库克带领苹果渡过难关值得称赞，但乔布斯理所当然地被视为幕后策划者。乔布斯去世后的十年里，苹果取得了巨大成功，这只会增加他的遗产。</blockquote></p><p> But lest we forget, nothing is forever. Apple TV+, a service that Jobs probably wouldn’t have conceived of himself, recently premiered a series based on Isaac Asimov’s “Foundation” book series. “Foundation” is, fundamentally, about one man’s vision of the future–and how one man’s vision is no match for the sweep of history.</p><p><blockquote>但是我们不要忘记，没有什么是永恒的。乔布斯可能不会想到的苹果电视+服务最近首播了一部根据艾萨克-阿西莫夫（Isaac Asimov）的《基金会》系列丛书改编的电视剧。从根本上说，《基础》讲述的是一个人对未来的愿景--以及一个人的愿景是如何无法与历史的风暴相媲美的。</blockquote></p><p> Time does roll forward, and our perceptions of events continue to shift. Events witnessed in person become old stories retold, subject to the limits of our memories and the imperfection of second-hand storytelling. My daughter was born just after the iPod was announced, but before it shipped. She’s about to turn 20. Where does the time go?</p><p><blockquote>时间确实在前进，我们对事件的看法也在不断变化。亲眼目睹的事件变成了重新讲述的老故事，受制于我们记忆的限制和二手故事的不完美。我的女儿是在iPod发布后不久出生的，但在它发货之前。她马上就要20岁了。时间去哪儿了？</blockquote></p><p> “Those of us who are lucky enough to grow old and rickety (in a way that, cruelly, Steven Paul Jobs was never allowed to) will say that we saw that man stand upon a stage with a giant Apple logo behind him and introduce a new iconic, world-changing product,”I wrote when Jobs died. “In a hundred years, perhaps he will have been reduced to a caricature.” Maybe so. But we should all be so lucky.</p><p><blockquote>“乔布斯去世时，我写道：”我们这些有幸变老变态的人会说，我们看到那个人站在舞台上，身后是巨大的苹果标志，并推出了一款标志性的、改变世界的新产品。“一百年后，或许他会沦为一幅漫画。”也许是这样。但我们都应该很幸运。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.macworld.com/article/540956/steve-jobs-apple-path-to-success.html\">macworld</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.macworld.com/article/540956/steve-jobs-apple-path-to-success.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116662375","content_text":"Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jobs died, and at the time Ipondered how he’d be remembered. In the intervening years, his most notable product–Apple itself–has risen to unimaginable levels of power and influence.\nThe fact that so much of Apple’s growth has happened since Jobs’s departure hasn’t reduced him at all. It would be relatively easy to argue that the success of Tim Cook’s Apple suggests that, despite everyone’s concern in the late days of 2011, the company actuallycouldgo on without Jobs at the helm. But that’s not what anyone thinks. Instead, Jobs is credited for putting Apple on the path that led to it becoming what it is today.\nThe 10 years before\nOn October 5, 2001, 10 years before Jobs passed away, Apple is busy digging itself out of an enormous hole. Jobs returned to the company with the purchase of NeXT in late 1996, assumed the reins of power in mid-1997, and four years later his big accomplishment is mostly that Apple hasn’t gone out of business yet. Thanks to the iMac G3, the company had a financial lifeline that has allowed it to renovate the rest of the Mac product line, get an entirely new Mac OSout the door, and begin expanding into retail.\nThis is a very different Apple than the one that most people remember, an invisible era where Jobs was furiously throwing ideas at the wall to see what would stick. (A server! Acube-shaped Power Mac!) This Apple was not afraid of failure. It wasn’t afraid of looking foolish. It was, in fact, completely embracing the fact that it would need to keep trying and be willing to fail in order to find where it might succeed.\nOne of those wild ideas ended up saving the company.\nApple had been struggling for years. Then the iPod came along to start a string of successes that made the company what it is today.\nTen years before Steve Jobs died, he and his team were putting the finishing touches on the new product they’d be introducing a couple of weeks later. It was another weird idea that was still worth trying–a digital music player so compact that you could carry a thousand songs with you in your pocket.\nThe iMac G3’s sales success might have given Apple a lifeline, but it was the iPod (which has its 20th birthday later this month) that introduced Apple’s brand to countless people who had never,wouldnever consider buying a Mac. And combined with the expanding Apple retail empire–another idea that might have ended in disaster, but didn’t–the iPod turned people on to Apple as a brand, making them consider the Mac as well–and Apple’s fortunes grew.\nFrom there, of course, Apple was on the path to build the iPhone and the iPad, constructing the core trio of products that drive the company even today.\nThe 10 years after\nDuring Apple’sfinal financial quarter with Jobs as CEO, Apple delivered its best financial quarter ever. The company generated a record $28.6 billion in revenue and a record $7.31 billion in profit. It sold $13.3 billion worth of iPhones, $6 billion worth of iPads, and $5.1 billion worth of Macs.\nTen years after Jobs left Apple,the resultswere a bit better. Revenue was $81.4 billion, 2.8 times more than the decade-ago quarter. Profit was $21.7 billion, nearly three times the decade-ago total. Apple sold $39.5 billion worth of iPhones (up nearly 3 times), $7.3 billion worth of iPads (up 22 percent), and $8.2 billion worth of Macs (up 61 percent).\nUnder Tim Cook’s stewardship, Apple has tripled what it makes in an average quarter. It has grown two major new sources of revenue in wearable products (such as Apple Watch and AirPods) and services. Does Tim Cook deserve credit for this? Given how so many experts were convinced that Apple would be utterly adrift without Steve Jobs at the helm, I certainly think so.\nApple has experienced tremendous success since Steve Jobs’ death. Tim Cook deserves all the credit, just as Jobs is viewed as the one who set it all up.\nJust as Apple’s modern corporate culture really owes itself to what Jobs established when he returned to the company in the 1990s, Cook himself was chosen by Jobs as his successor. I think it’s fair to say that Jobs probably saw the trajectory Apple was on and trusted Cook to navigate the company through that growth while also continuing to focus on developing new products and iterating on existing ones.\nSo while Cook deserves credit for steering Apple through these waters, Jobs is rightfully viewed as the person who set it all up. The enormous success of Apple in the decade since Jobs died only adds to his legacy.\nBut lest we forget, nothing is forever. Apple TV+, a service that Jobs probably wouldn’t have conceived of himself, recently premiered a series based on Isaac Asimov’s “Foundation” book series. “Foundation” is, fundamentally, about one man’s vision of the future–and how one man’s vision is no match for the sweep of history.\nTime does roll forward, and our perceptions of events continue to shift. Events witnessed in person become old stories retold, subject to the limits of our memories and the imperfection of second-hand storytelling. My daughter was born just after the iPod was announced, but before it shipped. She’s about to turn 20. Where does the time go?\n“Those of us who are lucky enough to grow old and rickety (in a way that, cruelly, Steven Paul Jobs was never allowed to) will say that we saw that man stand upon a stage with a giant Apple logo behind him and introduce a new iconic, world-changing product,”I wrote when Jobs died. “In a hundred years, perhaps he will have been reduced to a caricature.” Maybe so. But we should all be so lucky.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}