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KCmax
2021-12-14
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KCmax
2021-12-12
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KCmax
2021-12-10
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Some vaccine stocks dropped in premarket trading<blockquote>部分疫苗股在盘前交易中下跌</blockquote>
KCmax
2021-12-09
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KCmax
2021-12-08
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KCmax
2021-12-06
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Grab shares slid more than 4% in premarket trading<blockquote>Grab股价在盘前交易中下跌超过4%</blockquote>
KCmax
2021-12-03
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Novavax stock surged more than 7% in premarket trading<blockquote>Novavax股价在盘前交易中飙升逾7%</blockquote>
KCmax
2021-12-02
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This Tech Giant Is Seeing The Highest Interest On WallstreetBets Today<blockquote>这家科技巨头今天对WallstreetBets的兴趣最高</blockquote>
KCmax
2021-11-30
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Covid-19 Antibody Drugs Are Challenged by Omicron, Preliminary Testing Indicates<blockquote>新冠抗体药物受奥密克戎挑战初步检测显示</blockquote>
KCmax
2021-11-28
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KCmax
2021-11-26
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Fear, Not Calculated Trading, Is Behind Today’s Covid Market Crash<blockquote>今天新冠市场崩盘的背后是恐惧,而不是经过计算的交易</blockquote>
KCmax
2021-11-26
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Faraday Future shares fell more than 6% in premarket trading<blockquote>法拉第未来股价在盘前交易中下跌超过6%</blockquote>
KCmax
2021-11-12
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Why the hottest inflation in 3 decades isn’t rattling stock-market bulls<blockquote>为什么三十年来最热的通胀并没有让股市多头感到不安</blockquote>
KCmax
2021-11-09
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Luminar shares soared nearly 70% in premarket trading<blockquote>Luminar股价在盘前交易中飙升近70%</blockquote>
KCmax
2021-11-04
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5 Stocks To Watch For November 4, 2021<blockquote>2021年11月4日值得关注的5只股票</blockquote>
KCmax
2021-11-03
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@期权小班长:电动车走势不理想?推荐一种舒适的赚钱方法
KCmax
2021-10-29
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Intel, Nvidia, Or AMD: Which Chip Stock Is The Better Buy?<blockquote>英特尔、英伟达或AMD:哪只芯片股票更值得购买?</blockquote>
KCmax
2021-10-26
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AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>
KCmax
2021-10-25
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US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周:12周IPO中的半导体、储能、设计师服装等</blockquote>
KCmax
2021-10-21
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Weekly jobless claims fall to fresh pandemic-era low of 290,000<blockquote>每周申请失业救济人数降至大流行时期新低29万人</blockquote>
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you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605890559","repostId":"1100115506","repostType":4,"repost":{"id":"1100115506","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":1639138188,"share":"https://www.laohu8.com/m/news/1100115506?lang=zh_CN&edition=full","pubTime":"2021-12-10 20:09","market":"us","language":"en","title":"Some vaccine stocks dropped in premarket trading<blockquote>部分疫苗股在盘前交易中下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100115506","media":"Tiger Newspress","summary":"Some vaccine stocks dropped in premarket trading.Moderna fell more than 6%,BioNTech and Novavax fell","content":"<p>Some vaccine stocks dropped in premarket trading.Moderna fell more than 6%,BioNTech and Novavax fell about 2%.</p><p><blockquote>部分疫苗股盘前交易下跌。Moderna跌超6%,BioNTech和Novavax跌约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8a520d484bb38c42dea515aeca96c8b3\" tg-width=\"843\" tg-height=\"623\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3f4e9ce656bcb771198057d217489677\" tg-width=\"843\" tg-height=\"618\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fd626ba47bec50af63916a31695eca4c\" tg-width=\"843\" tg-height=\"621\" 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>Some vaccine stocks dropped in premarket trading<blockquote>部分疫苗股在盘前交易中下跌</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; 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.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\">\nSome vaccine stocks dropped in premarket trading<blockquote>部分疫苗股在盘前交易中下跌</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\">2021-12-10 20:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Some vaccine stocks dropped in premarket trading.Moderna fell more than 6%,BioNTech and Novavax fell about 2%.</p><p><blockquote>部分疫苗股盘前交易下跌。Moderna跌超6%,BioNTech和Novavax跌约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8a520d484bb38c42dea515aeca96c8b3\" tg-width=\"843\" tg-height=\"623\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3f4e9ce656bcb771198057d217489677\" tg-width=\"843\" tg-height=\"618\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fd626ba47bec50af63916a31695eca4c\" tg-width=\"843\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","NVAX":"诺瓦瓦克斯医药","MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100115506","content_text":"Some vaccine stocks dropped in premarket trading.Moderna fell more than 6%,BioNTech and Novavax fell about 2%.","news_type":1,"symbols_score_info":{"MRNA":0.9,"NVAX":0.9,"BNTX":0.9}},"isVote":1,"tweetType":1,"viewCount":2718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602596365,"gmtCreate":1639038079165,"gmtModify":1639038079482,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thank you 🙏🏻 ","listText":"Please like, thank you 🙏🏻 ","text":"Please like, thank you 🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602596365","repostId":"1160927591","repostType":4,"isVote":1,"tweetType":1,"viewCount":3259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602368027,"gmtCreate":1638973718285,"gmtModify":1638973718679,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks ","listText":"Please like, thanks ","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602368027","repostId":"1180032077","repostType":4,"isVote":1,"tweetType":1,"viewCount":3531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608740082,"gmtCreate":1638794956515,"gmtModify":1638795937524,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks","listText":"Please like, thanks","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/608740082","repostId":"1191828969","repostType":4,"repost":{"id":"1191828969","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":1638792831,"share":"https://www.laohu8.com/m/news/1191828969?lang=zh_CN&edition=full","pubTime":"2021-12-06 20:13","market":"us","language":"en","title":"Grab shares slid more than 4% in premarket trading<blockquote>Grab股价在盘前交易中下跌超过4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191828969","media":"Tiger Newspress","summary":"Grab shares slid more than 4% in premarket trading.The Singapore ride-hailing firm went on sale last week.","content":"<p>Grab shares slid more than 4% in premarket trading.The Singapore ride-hailing firm went on sale last week.</p><p><blockquote>Grab股价在盘前交易中下跌超过4%。这家新加坡网约车公司上周开始出售。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8de30b544b65a645e7a91a37bfb8d8f8\" tg-width=\"851\" tg-height=\"618\" width=\"100%\" height=\"auto\"></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>Grab shares slid more than 4% in premarket trading<blockquote>Grab股价在盘前交易中下跌超过4%</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\">\nGrab shares slid more than 4% in premarket trading<blockquote>Grab股价在盘前交易中下跌超过4%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-06 20:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab shares slid more than 4% in premarket trading.The Singapore ride-hailing firm went on sale last week.</p><p><blockquote>Grab股价在盘前交易中下跌超过4%。这家新加坡网约车公司上周开始出售。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8de30b544b65a645e7a91a37bfb8d8f8\" tg-width=\"851\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191828969","content_text":"Grab shares slid more than 4% in premarket trading.The Singapore ride-hailing firm went on sale last week.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":2725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601667375,"gmtCreate":1638523686919,"gmtModify":1638523690134,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks","listText":"Please like, thanks","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601667375","repostId":"1154256555","repostType":4,"repost":{"id":"1154256555","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":1638523084,"share":"https://www.laohu8.com/m/news/1154256555?lang=zh_CN&edition=full","pubTime":"2021-12-03 17:18","market":"us","language":"en","title":"Novavax stock surged more than 7% in premarket trading<blockquote>Novavax股价在盘前交易中飙升逾7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154256555","media":"Tiger Newspress","summary":"Novavax stock surged more than 7% in premarket trading as Novavax said it could start making Omicron","content":"<p>Novavax stock surged more than 7% in premarket trading as Novavax said it could start making Omicron-specific vaccine in January.</p><p><blockquote>Novavax股价在盘前交易中飙升超过7%,Novavax表示可能会在1月份开始生产奥密克戎专用疫苗。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/25019bf4a8dc635b8734c21361f7c7d0\" tg-width=\"852\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Novavax Inc said on Thursday it could begin commercial manufacturing of a COVID-19 vaccine tailored for the Omicron coronavirus variant in January next year, while it tests whether or not its current vaccine works against the variant.</p><p><blockquote>Novavax Inc周四表示,可能会在明年1月开始商业生产针对奥密克戎冠状病毒变种量身定制的COVID-19疫苗,同时测试其目前的疫苗是否对该变种有效。</blockquote></p><p> Laboratory data expected in the coming weeks will show whether antibodies from individuals who have previously received Novavax's COVID-19 shot can neutralize the variant, according to the company.</p><p><blockquote>该公司表示,预计未来几周的实验室数据将显示之前接受过Novavax COVID-19注射的个人的抗体是否可以中和该变种。</blockquote></p><p> Novavax also said it has started developing an Omicron-specific spike protein antigen and will begin laboratory tests of a new vaccine to target the variant in a few weeks.</p><p><blockquote>Novavax还表示,它已经开始开发一种奥密克戎特异性刺突蛋白抗原,并将在几周内开始针对该变种的新疫苗的实验室测试。</blockquote></p><p> The Omicron coronavirus variant has shaken up markets and caused global alarm over concerns about whether it could evade protection provided by widely used vaccines and prolong the public health crisis.</p><p><blockquote>奥密克戎冠状病毒变种震动了市场,并引起了全球的恐慌,人们担心它是否会逃避广泛使用的疫苗提供的保护,并延长公共卫生危机。</blockquote></p><p> Other vaccine makers including Moderna and Pfizer have also begun working on Omicron-tailored COVID-19 shots.</p><p><blockquote>包括Moderna和辉瑞在内的其他疫苗制造商也开始研究奥密克戎定制的COVID-19疫苗。</blockquote></p><p> Novavax's COVID-19 vaccine received its first emergency use approval in Indonesia in early November followed by the Philippines.</p><p><blockquote>Novavax的COVID-19疫苗于11月初在印度尼西亚首次获得紧急使用批准,随后在菲律宾获得批准。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Novavax stock surged more than 7% in premarket trading<blockquote>Novavax股价在盘前交易中飙升逾7%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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\">\nNovavax stock surged more than 7% in premarket trading<blockquote>Novavax股价在盘前交易中飙升逾7%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-03 17:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Novavax stock surged more than 7% in premarket trading as Novavax said it could start making Omicron-specific vaccine in January.</p><p><blockquote>Novavax股价在盘前交易中飙升超过7%,Novavax表示可能会在1月份开始生产奥密克戎专用疫苗。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/25019bf4a8dc635b8734c21361f7c7d0\" tg-width=\"852\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Novavax Inc said on Thursday it could begin commercial manufacturing of a COVID-19 vaccine tailored for the Omicron coronavirus variant in January next year, while it tests whether or not its current vaccine works against the variant.</p><p><blockquote>Novavax Inc周四表示,可能会在明年1月开始商业生产针对奥密克戎冠状病毒变种量身定制的COVID-19疫苗,同时测试其目前的疫苗是否对该变种有效。</blockquote></p><p> Laboratory data expected in the coming weeks will show whether antibodies from individuals who have previously received Novavax's COVID-19 shot can neutralize the variant, according to the company.</p><p><blockquote>该公司表示,预计未来几周的实验室数据将显示之前接受过Novavax COVID-19注射的个人的抗体是否可以中和该变种。</blockquote></p><p> Novavax also said it has started developing an Omicron-specific spike protein antigen and will begin laboratory tests of a new vaccine to target the variant in a few weeks.</p><p><blockquote>Novavax还表示,它已经开始开发一种奥密克戎特异性刺突蛋白抗原,并将在几周内开始针对该变种的新疫苗的实验室测试。</blockquote></p><p> The Omicron coronavirus variant has shaken up markets and caused global alarm over concerns about whether it could evade protection provided by widely used vaccines and prolong the public health crisis.</p><p><blockquote>奥密克戎冠状病毒变种震动了市场,并引起了全球的恐慌,人们担心它是否会逃避广泛使用的疫苗提供的保护,并延长公共卫生危机。</blockquote></p><p> Other vaccine makers including Moderna and Pfizer have also begun working on Omicron-tailored COVID-19 shots.</p><p><blockquote>包括Moderna和辉瑞在内的其他疫苗制造商也开始研究奥密克戎定制的COVID-19疫苗。</blockquote></p><p> Novavax's COVID-19 vaccine received its first emergency use approval in Indonesia in early November followed by the Philippines.</p><p><blockquote>Novavax的COVID-19疫苗于11月初在印度尼西亚首次获得紧急使用批准,随后在菲律宾获得批准。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154256555","content_text":"Novavax stock surged more than 7% in premarket trading as Novavax said it could start making Omicron-specific vaccine in January.\n\nNovavax Inc said on Thursday it could begin commercial manufacturing of a COVID-19 vaccine tailored for the Omicron coronavirus variant in January next year, while it tests whether or not its current vaccine works against the variant.\nLaboratory data expected in the coming weeks will show whether antibodies from individuals who have previously received Novavax's COVID-19 shot can neutralize the variant, according to the company.\nNovavax also said it has started developing an Omicron-specific spike protein antigen and will begin laboratory tests of a new vaccine to target the variant in a few weeks.\nThe Omicron coronavirus variant has shaken up markets and caused global alarm over concerns about whether it could evade protection provided by widely used vaccines and prolong the public health crisis.\nOther vaccine makers including Moderna and Pfizer have also begun working on Omicron-tailored COVID-19 shots.\nNovavax's COVID-19 vaccine received its first emergency use approval in Indonesia in early November followed by the Philippines.","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":3608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603478246,"gmtCreate":1638446759894,"gmtModify":1638446760055,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks","listText":"Please like, thanks","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603478246","repostId":"1180366088","repostType":4,"repost":{"id":"1180366088","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1638444619,"share":"https://www.laohu8.com/m/news/1180366088?lang=zh_CN&edition=full","pubTime":"2021-12-02 19:30","market":"us","language":"en","title":"This Tech Giant Is Seeing The Highest Interest On WallstreetBets Today<blockquote>这家科技巨头今天对WallstreetBets的兴趣最高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180366088","media":"Benzinga","summary":"Apple Inc. continues to be the most-discussed stock onReddit’s r/WallStreetBets forum as of early Th","content":"<p><b>Apple Inc</b>. continues to be the most-discussed stock onReddit’s <b>r/WallStreetBets</b> forum as of early Thursday.</p><p><blockquote><b>苹果公司</b>.仍然是Reddit上讨论最多的股票<b>r/WallStreetBets</b>论坛截至周四早些时候。</blockquote></p><p> <b>What Happened</b>: Exchange-traded fund <b>SPDR S&P 500 ETF Trust</b> is seeing the highest interest on the forum with 864 mentions as at press time, followed by tech giant Apple with 316 mentions, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么</b>:交易所交易基金<b>SPDR标普500 ETF信托</b>Quiver Quantitative的数据显示,截至发稿时,该论坛的兴趣最高,有864次提及,其次是科技巨头苹果,有316次提及。</blockquote></p><p> Electric vehicle maker <b>Tesla Inc</b>. and videogame retailer <b>GameStop Corp.</b> are in the third and fourth positions, having attracted 165 and 154 mentions, respectively.</p><p><blockquote>电动汽车制造商<b>特斯拉公司</b>.和视频游戏零售商<b>游戏驿站公司。</b>排名第三和第四,分别吸引了165次和154次提及。</blockquote></p><p> <b>Why It Matters</b>: Apple continues to see high interest from investors on the forum.</p><p><blockquote><b>为什么它很重要</b>:苹果继续看到投资者对论坛的浓厚兴趣。</blockquote></p><p> The <b>Tim Cook</b>-led company is seen as a safe haven for investors even amid the broader market selloff on Tuesday after the Center for Disease Control and Prevention confirmed the first case of Covid-19 caused by the new Omicron variant in the U.S.</p><p><blockquote>The<b>蒂姆·库克</b>即使在美国疾病控制与预防中心确认美国首例由新奥密克戎变种引起的Covid-19病例后,周二市场出现更广泛抛售的情况下,该公司仍被视为投资者的避风港。</blockquote></p><p> A post on the forum noted Apple has informed its component suppliers that demand for the iPhone 13 lineup has weakened ahead of the holidays, citing a report by Bloomberg. The tech giant has been grappling with supply chain issues.</p><p><blockquote>论坛上的一篇帖子援引彭博社的报道称,苹果已通知其零部件供应商,假期前对iPhone 13系列的需求已经减弱。这家科技巨头一直在努力解决供应链问题。</blockquote></p><p> <b>Price Action</b>: Apple shares closed 0.3% lower in Wednesday’s regular trading session at $164.77, but rose almost 0.8% in the after-hours session to $166.00.</p><p><blockquote><b>价格行为</b>:苹果股价在周三常规交易时段收盘下跌0.3%,至164.77美元,但在盘后交易时段上涨近0.8%,至166.00美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Tech Giant Is Seeing The Highest Interest On WallstreetBets Today<blockquote>这家科技巨头今天对WallstreetBets的兴趣最高</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\">\nThis Tech Giant Is Seeing The Highest Interest On WallstreetBets Today<blockquote>这家科技巨头今天对WallstreetBets的兴趣最高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-02 19:30</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Apple Inc</b>. continues to be the most-discussed stock onReddit’s <b>r/WallStreetBets</b> forum as of early Thursday.</p><p><blockquote><b>苹果公司</b>.仍然是Reddit上讨论最多的股票<b>r/WallStreetBets</b>论坛截至周四早些时候。</blockquote></p><p> <b>What Happened</b>: Exchange-traded fund <b>SPDR S&P 500 ETF Trust</b> is seeing the highest interest on the forum with 864 mentions as at press time, followed by tech giant Apple with 316 mentions, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么</b>:交易所交易基金<b>SPDR标普500 ETF信托</b>Quiver Quantitative的数据显示,截至发稿时,该论坛的兴趣最高,有864次提及,其次是科技巨头苹果,有316次提及。</blockquote></p><p> Electric vehicle maker <b>Tesla Inc</b>. and videogame retailer <b>GameStop Corp.</b> are in the third and fourth positions, having attracted 165 and 154 mentions, respectively.</p><p><blockquote>电动汽车制造商<b>特斯拉公司</b>.和视频游戏零售商<b>游戏驿站公司。</b>排名第三和第四,分别吸引了165次和154次提及。</blockquote></p><p> <b>Why It Matters</b>: Apple continues to see high interest from investors on the forum.</p><p><blockquote><b>为什么它很重要</b>:苹果继续看到投资者对论坛的浓厚兴趣。</blockquote></p><p> The <b>Tim Cook</b>-led company is seen as a safe haven for investors even amid the broader market selloff on Tuesday after the Center for Disease Control and Prevention confirmed the first case of Covid-19 caused by the new Omicron variant in the U.S.</p><p><blockquote>The<b>蒂姆·库克</b>即使在美国疾病控制与预防中心确认美国首例由新奥密克戎变种引起的Covid-19病例后,周二市场出现更广泛抛售的情况下,该公司仍被视为投资者的避风港。</blockquote></p><p> A post on the forum noted Apple has informed its component suppliers that demand for the iPhone 13 lineup has weakened ahead of the holidays, citing a report by Bloomberg. The tech giant has been grappling with supply chain issues.</p><p><blockquote>论坛上的一篇帖子援引彭博社的报道称,苹果已通知其零部件供应商,假期前对iPhone 13系列的需求已经减弱。这家科技巨头一直在努力解决供应链问题。</blockquote></p><p> <b>Price Action</b>: Apple shares closed 0.3% lower in Wednesday’s regular trading session at $164.77, but rose almost 0.8% in the after-hours session to $166.00.</p><p><blockquote><b>价格行为</b>:苹果股价在周三常规交易时段收盘下跌0.3%,至164.77美元,但在盘后交易时段上涨近0.8%,至166.00美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","SPY":"标普500ETF","AAPL":"苹果","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180366088","content_text":"Apple Inc. continues to be the most-discussed stock onReddit’s r/WallStreetBets forum as of early Thursday.\nWhat Happened: Exchange-traded fund SPDR S&P 500 ETF Trust is seeing the highest interest on the forum with 864 mentions as at press time, followed by tech giant Apple with 316 mentions, data from Quiver Quantitative showed.\nElectric vehicle maker Tesla Inc. and videogame retailer GameStop Corp. are in the third and fourth positions, having attracted 165 and 154 mentions, respectively.\nWhy It Matters: Apple continues to see high interest from investors on the forum.\nThe Tim Cook-led company is seen as a safe haven for investors even amid the broader market selloff on Tuesday after the Center for Disease Control and Prevention confirmed the first case of Covid-19 caused by the new Omicron variant in the U.S.\nA post on the forum noted Apple has informed its component suppliers that demand for the iPhone 13 lineup has weakened ahead of the holidays, citing a report by Bloomberg. The tech giant has been grappling with supply chain issues.\nPrice Action: Apple shares closed 0.3% lower in Wednesday’s regular trading session at $164.77, but rose almost 0.8% in the after-hours session to $166.00.","news_type":1,"symbols_score_info":{"SPY":0.9,"TSLA":0.9,"AAPL":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":2933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609694359,"gmtCreate":1638275659492,"gmtModify":1638275659636,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks","listText":"Please like, thanks","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/609694359","repostId":"1192203085","repostType":4,"repost":{"id":"1192203085","kind":"news","pubTimestamp":1638273550,"share":"https://www.laohu8.com/m/news/1192203085?lang=zh_CN&edition=full","pubTime":"2021-11-30 19:59","market":"us","language":"en","title":"Covid-19 Antibody Drugs Are Challenged by Omicron, Preliminary Testing Indicates<blockquote>新冠抗体药物受奥密克戎挑战初步检测显示</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192203085","media":"The Wall Street Journal","summary":"Regeneron said its antibody drug cocktail was found to lose effectiveness against the new variant\nA ","content":"<p>Regeneron said its antibody drug cocktail was found to lose effectiveness against the new variant</p><p><blockquote>再生元表示,其抗体药物鸡尾酒被发现对新变种失去效力</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed6086131617e6933fe07f3e46cd5c26\" tg-width=\"1290\" tg-height=\"859\" referrerpolicy=\"no-referrer\"><span>A monoclonal antibody treatment site in Pembroke Pines, Fla., earlier this year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>今年早些时候,佛罗里达州彭布罗克派恩斯的一个单克隆抗体治疗点。</span></p></blockquote></p><p> Preliminary tests indicate the Covid-19 antibody drug cocktail from Regeneron Pharmaceuticals Inc. loses effectiveness against Omicron, the company said Tuesday, a sign that some products in an important class of therapies might need modifying if the new strain becomes widespread.</p><p><blockquote>再生元制药公司周二表示,初步测试表明,该公司的Covid-19抗体药物鸡尾酒对奥密克戎病毒失去了效力,这表明,如果新毒株广泛传播,一类重要疗法中的一些产品可能需要修改。</blockquote></p><p> Separate testing of another authorized Covid-19 antibody drug cocktail, from Eli Lilly& Co., indicates it also isn’t as effective against Omicron, outside scientists said. Lilly said it is testing the new variant against its antibody treatment and wouldn’t speculate on what the results will be.</p><p><blockquote>外部科学家表示,对礼来公司(Eli Lilly&Co.)的另一种授权的Covid-19抗体药物混合物进行的单独测试表明,它对奥密克戎病也没有那么有效。礼来公司表示,正在针对其抗体治疗测试新变种,但不愿猜测结果会是什么。</blockquote></p><p> The findings are the early results of researchers’ race to assess the impact of the new Omicron variant on Covid-19 treatments that patients, doctors and hospitals have been relying on, as well as pills in development that have promised to keep people out of the hospital.</p><p><blockquote>这些发现是研究人员竞相评估新的奥密克戎病毒变种对患者、医生和医院一直依赖的Covid-19治疗的影响的早期结果,以及正在开发的有望让人们远离医院的药物。</blockquote></p><p> Researchers say some antibody therapies are likely to be especially vulnerable to Omicron because it contains mutations to the spike protein that the Regeneron and Lilly drugs target, while other drugs should hold up well because they attack elements of the virus unchanged in the variant.</p><p><blockquote>研究人员表示,一些抗体疗法可能特别容易受到奥密克戎病毒的影响,因为它含有再生元和礼来药物所针对的刺突蛋白的突变,而其他药物应该表现良好,因为它们攻击的是变种中未改变的病毒元素。</blockquote></p><p> Monoclonal antibodies are lab-made molecules derived from survivors of Covid-19 or mice engineered to have human immune systems. When given soon after infection, the drugs attach to the surface of the coronavirus and prevent it from replicating itself in new cells.</p><p><blockquote>单克隆抗体是实验室制造的分子,来自新冠肺炎幸存者或被改造成具有人类免疫系统的小鼠。当感染后不久给药时,这些药物会附着在冠状病毒的表面,阻止它在新细胞中自我复制。</blockquote></p><p> They are the only drugs authorized to treat patients, before they require hospitalization, who are at high risk of developing severe cases.</p><p><blockquote>它们是唯一被授权在需要住院治疗患者之前治疗这些患者的药物,这些患者具有发展为严重病例的高风险。</blockquote></p><p> The drugs differ from vaccines, which train the immune system how to defend against the virus, including with the production of antibodies. Last year, former President Donald Trump credited Regeneron’s drug with his speedy recovery from Covid-19.</p><p><blockquote>这些药物不同于疫苗,疫苗训练免疫系统如何防御病毒,包括产生抗体。去年,前总统唐纳德·特朗普将他从Covid-19中迅速康复归功于再生元的药物。</blockquote></p><p> Regeneron said it would be able to quantify the impact of the variant in coming weeks, after further testing is done.</p><p><blockquote>再生元表示,在进行进一步测试后,它将能够在未来几周内量化该变体的影响。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e7fac5c4630025e6c5ad28d2c3efbfa\" tg-width=\"1050\" tg-height=\"700\" referrerpolicy=\"no-referrer\"><span>Antiviral pills such as Pfizer’s Paxlovid appear to be unaffected by the variant.</span></p><p><blockquote><p class=\"t-img-caption\"><span>辉瑞公司的Paxlovid等抗病毒药物似乎不受该变种的影响。</span></p></blockquote></p><p> If final testing shows that its antibody drugs are less effective against Omicron, Regeneron has developed alternative antibodies that it can push into clinical testing and that it thinks will retain effectiveness against the variant, said George Yancopoulos, the company’s president and chief scientific officer.</p><p><blockquote>该公司总裁兼首席科学官George Yancopoulos表示,如果最终测试表明其抗体药物对奥密克戎病毒的效果较差,再生元已经开发出替代抗体,可以将其推向临床测试,并且认为这些抗体将保留对该变种的有效性。</blockquote></p><p> One of Regeneron’s alternative antibodies is already in clinical testing, which the company began in anticipation of new variants emerging over time.</p><p><blockquote>再生元的一种替代抗体已经处于临床测试阶段,该公司预计随着时间的推移会出现新的变种。</blockquote></p><p> The Omicron variant was identified last week by scientists in South Africa, prompting drug researchers to scramble to see if the relatively small medicine chest of Covid-19 treatments would still work against the new strain if it ends up spreading widely.</p><p><blockquote>南非科学家上周发现了奥密克戎病毒变种,促使药物研究人员争先恐后地看看,如果新冠肺炎病毒最终广泛传播,相对较小的新冠肺炎治疗药箱是否仍能对抗新毒株。</blockquote></p><p> “What we have to admit is, in the course of the past six days, our urgency has increased,” Dr. Yancopoulos said in an interview. “What started out as a backup plan has now been made a lot more urgent.”</p><p><blockquote>“我们必须承认的是,在过去的六天里,我们的紧迫性有所增加,”扬科普洛斯博士在接受采访时说。“最初的备用计划现在变得更加紧迫。”</blockquote></p><p> Scientists at the Fred Hutchinson Cancer Research Center in Seattle found that individual mutations from Omicron reduced or eliminated the ability of Regeneron’s and Lilly’s drugs to attach to the virus, said Allie Greaney, a Ph.D. candidate at the center and the University of Washington in Seattle.</p><p><blockquote>西雅图Fred Hutchinson癌症研究中心的科学家发现,奥密克戎病毒的个体突变降低或消除了再生元和礼来公司的药物附着在病毒上的能力。该中心和西雅图华盛顿大学的候选人。</blockquote></p><p> More comprehensive tests of the drugs against the entire variant are needed to fully understand the impact, she said. “I’m not certain what the exact magnitude of effect would be, but probably less effective,” said Ms. Greaney.</p><p><blockquote>她说,需要对针对整个变种的药物进行更全面的测试,以充分了解其影响。“我不确定效果的确切程度,但效果可能会较差,”格雷尼女士说。</blockquote></p><p> Lilly is in the process of testing the new variant against its drug, a combination of two antibodies called bamlanivimab and etesevimab,said Nicole Kallewaard, a Lilly virologist and research adviser.</p><p><blockquote>礼来公司病毒学家兼研究顾问Nicole Kallewaard表示,礼来公司正在针对其药物测试新变种,该药物是两种抗体的组合,称为bamlanivimab和etesevimab。</blockquote></p><p> She declined to comment on the results showing reduced effectiveness against individual Omicron mutations, because the results may differ when all of the mutations are combined.</p><p><blockquote>她拒绝对显示针对单个奥密克戎突变的有效性降低的结果发表评论,因为当所有突变结合在一起时,结果可能会有所不同。</blockquote></p><p> “I think that we need to wait for confirmation of the whole virus,” said Dr. Kallewaard. “Hopefully, the data will come in the next few weeks.”</p><p><blockquote>“我认为我们需要等待整个病毒的确认,”Kallewaard博士说。“希望数据能在未来几周内公布。”</blockquote></p><p> A rise in the prevalence of Omicron could present an opportunity for competitors who say their drugs don’t appear in preliminary testing to be affected by the variant, including Vir Biotechnology Inc. and GlaxoSmithKline PLC, whose drug sotrovimab was authorized for emergency use earlier this year.</p><p><blockquote>奥密克戎病毒患病率的上升可能会给那些表示其药物在初步测试中没有出现的竞争对手带来受到该变种影响的机会,其中包括Vir Biotechnology Inc.和葛兰素史克PLC,其药物sotrovimab早些时候被授权紧急使用今年。</blockquote></p><p></p><p> Fred Hutchinson researchers also said their initial testing indicated the Vir-GSK antibody drug retained its effectiveness.</p><p><blockquote>Fred Hutchinson研究人员还表示,他们的初步测试表明Vir-GSK抗体药物保留了其有效性。</blockquote></p><p> Adagio Therapeutics Inc.,a biotech with a Covid-19 antibody drug in clinical trials, said its antibody also appears to be unaffected by the new variant.</p><p><blockquote>Adagio Therapeutics Inc.是一家正在进行临床试验的新冠肺炎抗体药物的生物技术公司,该公司表示,其抗体似乎也不受新变种的影响。</blockquote></p><p> Vir, Glaxo and Adagio said they are conducting further tests to confirm that their drugs aren’t affected by Omicron.</p><p><blockquote>Vir、葛兰素史克和Adagio表示,他们正在进行进一步测试,以确认他们的药物不受奥密克戎病的影响。</blockquote></p><p> Omicron poses a threat to lab-made antibody drugs as well as antibodies generated by vaccines, because the new variant has mutations on the spike protein part of the virus where antibodies are known to frequently attach themselves, scientists say.</p><p><blockquote>科学家说,奥密克戎病毒对实验室制造的抗体药物以及疫苗产生的抗体构成威胁,因为这种新变种在病毒的刺突蛋白部分发生了突变,已知抗体经常附着在该部分。</blockquote></p><p> Vir and Adagio officials said the companies designed their antibodies with the aim of targeting spots on the virus that are common across different coronaviruses that remained stable even after numerous mutations over many years.</p><p><blockquote>Vir和Adagio官员表示,两家公司设计抗体的目的是针对病毒上不同冠状病毒中常见的点,这些点即使在多年多次突变后仍保持稳定。</blockquote></p><p> “They bind to a region of the virus that through decades of evolution has not changed a lot,” Adagio Chief Executive Tillman Gerngross said in an interview. “Those conserved areas make the virus much more vulnerable” to antibodies.</p><p><blockquote>Adagio首席执行官蒂尔曼·格恩格罗斯(Tillman Gerngross)在接受采访时表示:“它们与病毒的一个区域结合,该区域经过数十年的进化并没有发生太大变化。”“这些保守区域使病毒更容易受到抗体的攻击”。</blockquote></p><p> It will take at least two weeks to create a version of the full Omicron virus variant and test antibody drugs against it, company officials said. Still, scientists say they are concerned by what they know already about the variant’s ability to evade antibodies produced by vaccines, prior infection or from drug treatment.</p><p><blockquote>公司官员表示,至少需要两周时间才能创建完整的奥密克戎病毒变种版本并测试针对其的抗体药物。尽管如此,科学家们表示,他们对这种变异逃避疫苗、先前感染或药物治疗产生的抗体的能力感到担忧。</blockquote></p><p> “Omicron hasn’t become the next Delta,” Vir Chief Scientific Officer Skip Virgin said in an interview. But “we think the extent of the mutations, the number of them, means that the world needs to take Omicron very seriously.”</p><p><blockquote>“奥密克戎还没有成为下一个三角洲,”Vir首席科学官Skip Virgin在接受采访时表示。但“我们认为突变的程度和数量意味着世界需要非常认真地对待奥密克戎。”</blockquote></p><p> Antiviral drugs, including pills from Merck& Co. and partner Ridgeback Biotherapeutics LP and from Pfizer Inc. that are being evaluated for authorization,appear to be unaffected by the variant because they target a different site on the virus, said Michel Nussenzweig, an immunologist at Rockefeller University.</p><p><blockquote>洛克菲勒大学免疫学家米歇尔·努森茨威格(Michel Nussenzweig)表示,抗病毒药物,包括默克公司(Merck&Co.)和合作伙伴Ridgeback Biotherapeutics LP以及辉瑞公司(Pfizer Inc.)正在接受授权评估的药物,似乎不受该变种的影响,因为它们针对病毒上的不同位点。</blockquote></p><p> Doctors and patients have been looking forward to authorization of the pills, which in clinical trials have reduced the risk of hospitalization if taken early enough.</p><p><blockquote>医生和患者一直在期待这种药物的批准,在临床试验中,如果尽早服用,这种药物可以降低住院风险。</blockquote></p><p> “The targets of the pills appear to be under less pressure and may be OK, but this too needs to be tested,” said Dr. Nussenzweig.</p><p><blockquote>“药物的目标似乎压力较小,可能没问题,但这也需要测试,”努森茨威格博士说。</blockquote></p><p> Pfizer and Merck said they expect their drugs to be effective against Omicron.</p><p><blockquote>辉瑞和默克表示,他们预计他们的药物将有效对抗奥密克戎病。</blockquote></p><p> Gilead SciencesInc. also said it expects Veklury, its antiviral drug used to treat hospitalized patients, to retain effectiveness against Omicron as it has against other variants of concern.</p><p><blockquote>吉利德科学公司还表示,预计其用于治疗住院患者的抗病毒药物Veklury将保持对奥密克戎病毒的有效性,就像它对其他令人担忧的变种一样。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCovid-19 Antibody Drugs Are Challenged by Omicron, Preliminary Testing Indicates<blockquote>新冠抗体药物受奥密克戎挑战初步检测显示</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-11-30 19:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Regeneron said its antibody drug cocktail was found to lose effectiveness against the new variant</p><p><blockquote>再生元表示,其抗体药物鸡尾酒被发现对新变种失去效力</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed6086131617e6933fe07f3e46cd5c26\" tg-width=\"1290\" tg-height=\"859\" referrerpolicy=\"no-referrer\"><span>A monoclonal antibody treatment site in Pembroke Pines, Fla., earlier this year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>今年早些时候,佛罗里达州彭布罗克派恩斯的一个单克隆抗体治疗点。</span></p></blockquote></p><p> Preliminary tests indicate the Covid-19 antibody drug cocktail from Regeneron Pharmaceuticals Inc. loses effectiveness against Omicron, the company said Tuesday, a sign that some products in an important class of therapies might need modifying if the new strain becomes widespread.</p><p><blockquote>再生元制药公司周二表示,初步测试表明,该公司的Covid-19抗体药物鸡尾酒对奥密克戎病毒失去了效力,这表明,如果新毒株广泛传播,一类重要疗法中的一些产品可能需要修改。</blockquote></p><p> Separate testing of another authorized Covid-19 antibody drug cocktail, from Eli Lilly& Co., indicates it also isn’t as effective against Omicron, outside scientists said. Lilly said it is testing the new variant against its antibody treatment and wouldn’t speculate on what the results will be.</p><p><blockquote>外部科学家表示,对礼来公司(Eli Lilly&Co.)的另一种授权的Covid-19抗体药物混合物进行的单独测试表明,它对奥密克戎病也没有那么有效。礼来公司表示,正在针对其抗体治疗测试新变种,但不愿猜测结果会是什么。</blockquote></p><p> The findings are the early results of researchers’ race to assess the impact of the new Omicron variant on Covid-19 treatments that patients, doctors and hospitals have been relying on, as well as pills in development that have promised to keep people out of the hospital.</p><p><blockquote>这些发现是研究人员竞相评估新的奥密克戎病毒变种对患者、医生和医院一直依赖的Covid-19治疗的影响的早期结果,以及正在开发的有望让人们远离医院的药物。</blockquote></p><p> Researchers say some antibody therapies are likely to be especially vulnerable to Omicron because it contains mutations to the spike protein that the Regeneron and Lilly drugs target, while other drugs should hold up well because they attack elements of the virus unchanged in the variant.</p><p><blockquote>研究人员表示,一些抗体疗法可能特别容易受到奥密克戎病毒的影响,因为它含有再生元和礼来药物所针对的刺突蛋白的突变,而其他药物应该表现良好,因为它们攻击的是变种中未改变的病毒元素。</blockquote></p><p> Monoclonal antibodies are lab-made molecules derived from survivors of Covid-19 or mice engineered to have human immune systems. When given soon after infection, the drugs attach to the surface of the coronavirus and prevent it from replicating itself in new cells.</p><p><blockquote>单克隆抗体是实验室制造的分子,来自新冠肺炎幸存者或被改造成具有人类免疫系统的小鼠。当感染后不久给药时,这些药物会附着在冠状病毒的表面,阻止它在新细胞中自我复制。</blockquote></p><p> They are the only drugs authorized to treat patients, before they require hospitalization, who are at high risk of developing severe cases.</p><p><blockquote>它们是唯一被授权在需要住院治疗患者之前治疗这些患者的药物,这些患者具有发展为严重病例的高风险。</blockquote></p><p> The drugs differ from vaccines, which train the immune system how to defend against the virus, including with the production of antibodies. Last year, former President Donald Trump credited Regeneron’s drug with his speedy recovery from Covid-19.</p><p><blockquote>这些药物不同于疫苗,疫苗训练免疫系统如何防御病毒,包括产生抗体。去年,前总统唐纳德·特朗普将他从Covid-19中迅速康复归功于再生元的药物。</blockquote></p><p> Regeneron said it would be able to quantify the impact of the variant in coming weeks, after further testing is done.</p><p><blockquote>再生元表示,在进行进一步测试后,它将能够在未来几周内量化该变体的影响。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e7fac5c4630025e6c5ad28d2c3efbfa\" tg-width=\"1050\" tg-height=\"700\" referrerpolicy=\"no-referrer\"><span>Antiviral pills such as Pfizer’s Paxlovid appear to be unaffected by the variant.</span></p><p><blockquote><p class=\"t-img-caption\"><span>辉瑞公司的Paxlovid等抗病毒药物似乎不受该变种的影响。</span></p></blockquote></p><p> If final testing shows that its antibody drugs are less effective against Omicron, Regeneron has developed alternative antibodies that it can push into clinical testing and that it thinks will retain effectiveness against the variant, said George Yancopoulos, the company’s president and chief scientific officer.</p><p><blockquote>该公司总裁兼首席科学官George Yancopoulos表示,如果最终测试表明其抗体药物对奥密克戎病毒的效果较差,再生元已经开发出替代抗体,可以将其推向临床测试,并且认为这些抗体将保留对该变种的有效性。</blockquote></p><p> One of Regeneron’s alternative antibodies is already in clinical testing, which the company began in anticipation of new variants emerging over time.</p><p><blockquote>再生元的一种替代抗体已经处于临床测试阶段,该公司预计随着时间的推移会出现新的变种。</blockquote></p><p> The Omicron variant was identified last week by scientists in South Africa, prompting drug researchers to scramble to see if the relatively small medicine chest of Covid-19 treatments would still work against the new strain if it ends up spreading widely.</p><p><blockquote>南非科学家上周发现了奥密克戎病毒变种,促使药物研究人员争先恐后地看看,如果新冠肺炎病毒最终广泛传播,相对较小的新冠肺炎治疗药箱是否仍能对抗新毒株。</blockquote></p><p> “What we have to admit is, in the course of the past six days, our urgency has increased,” Dr. Yancopoulos said in an interview. “What started out as a backup plan has now been made a lot more urgent.”</p><p><blockquote>“我们必须承认的是,在过去的六天里,我们的紧迫性有所增加,”扬科普洛斯博士在接受采访时说。“最初的备用计划现在变得更加紧迫。”</blockquote></p><p> Scientists at the Fred Hutchinson Cancer Research Center in Seattle found that individual mutations from Omicron reduced or eliminated the ability of Regeneron’s and Lilly’s drugs to attach to the virus, said Allie Greaney, a Ph.D. candidate at the center and the University of Washington in Seattle.</p><p><blockquote>西雅图Fred Hutchinson癌症研究中心的科学家发现,奥密克戎病毒的个体突变降低或消除了再生元和礼来公司的药物附着在病毒上的能力。该中心和西雅图华盛顿大学的候选人。</blockquote></p><p> More comprehensive tests of the drugs against the entire variant are needed to fully understand the impact, she said. “I’m not certain what the exact magnitude of effect would be, but probably less effective,” said Ms. Greaney.</p><p><blockquote>她说,需要对针对整个变种的药物进行更全面的测试,以充分了解其影响。“我不确定效果的确切程度,但效果可能会较差,”格雷尼女士说。</blockquote></p><p> Lilly is in the process of testing the new variant against its drug, a combination of two antibodies called bamlanivimab and etesevimab,said Nicole Kallewaard, a Lilly virologist and research adviser.</p><p><blockquote>礼来公司病毒学家兼研究顾问Nicole Kallewaard表示,礼来公司正在针对其药物测试新变种,该药物是两种抗体的组合,称为bamlanivimab和etesevimab。</blockquote></p><p> She declined to comment on the results showing reduced effectiveness against individual Omicron mutations, because the results may differ when all of the mutations are combined.</p><p><blockquote>她拒绝对显示针对单个奥密克戎突变的有效性降低的结果发表评论,因为当所有突变结合在一起时,结果可能会有所不同。</blockquote></p><p> “I think that we need to wait for confirmation of the whole virus,” said Dr. Kallewaard. “Hopefully, the data will come in the next few weeks.”</p><p><blockquote>“我认为我们需要等待整个病毒的确认,”Kallewaard博士说。“希望数据能在未来几周内公布。”</blockquote></p><p> A rise in the prevalence of Omicron could present an opportunity for competitors who say their drugs don’t appear in preliminary testing to be affected by the variant, including Vir Biotechnology Inc. and GlaxoSmithKline PLC, whose drug sotrovimab was authorized for emergency use earlier this year.</p><p><blockquote>奥密克戎病毒患病率的上升可能会给那些表示其药物在初步测试中没有出现的竞争对手带来受到该变种影响的机会,其中包括Vir Biotechnology Inc.和葛兰素史克PLC,其药物sotrovimab早些时候被授权紧急使用今年。</blockquote></p><p></p><p> Fred Hutchinson researchers also said their initial testing indicated the Vir-GSK antibody drug retained its effectiveness.</p><p><blockquote>Fred Hutchinson研究人员还表示,他们的初步测试表明Vir-GSK抗体药物保留了其有效性。</blockquote></p><p> Adagio Therapeutics Inc.,a biotech with a Covid-19 antibody drug in clinical trials, said its antibody also appears to be unaffected by the new variant.</p><p><blockquote>Adagio Therapeutics Inc.是一家正在进行临床试验的新冠肺炎抗体药物的生物技术公司,该公司表示,其抗体似乎也不受新变种的影响。</blockquote></p><p> Vir, Glaxo and Adagio said they are conducting further tests to confirm that their drugs aren’t affected by Omicron.</p><p><blockquote>Vir、葛兰素史克和Adagio表示,他们正在进行进一步测试,以确认他们的药物不受奥密克戎病的影响。</blockquote></p><p> Omicron poses a threat to lab-made antibody drugs as well as antibodies generated by vaccines, because the new variant has mutations on the spike protein part of the virus where antibodies are known to frequently attach themselves, scientists say.</p><p><blockquote>科学家说,奥密克戎病毒对实验室制造的抗体药物以及疫苗产生的抗体构成威胁,因为这种新变种在病毒的刺突蛋白部分发生了突变,已知抗体经常附着在该部分。</blockquote></p><p> Vir and Adagio officials said the companies designed their antibodies with the aim of targeting spots on the virus that are common across different coronaviruses that remained stable even after numerous mutations over many years.</p><p><blockquote>Vir和Adagio官员表示,两家公司设计抗体的目的是针对病毒上不同冠状病毒中常见的点,这些点即使在多年多次突变后仍保持稳定。</blockquote></p><p> “They bind to a region of the virus that through decades of evolution has not changed a lot,” Adagio Chief Executive Tillman Gerngross said in an interview. “Those conserved areas make the virus much more vulnerable” to antibodies.</p><p><blockquote>Adagio首席执行官蒂尔曼·格恩格罗斯(Tillman Gerngross)在接受采访时表示:“它们与病毒的一个区域结合,该区域经过数十年的进化并没有发生太大变化。”“这些保守区域使病毒更容易受到抗体的攻击”。</blockquote></p><p> It will take at least two weeks to create a version of the full Omicron virus variant and test antibody drugs against it, company officials said. Still, scientists say they are concerned by what they know already about the variant’s ability to evade antibodies produced by vaccines, prior infection or from drug treatment.</p><p><blockquote>公司官员表示,至少需要两周时间才能创建完整的奥密克戎病毒变种版本并测试针对其的抗体药物。尽管如此,科学家们表示,他们对这种变异逃避疫苗、先前感染或药物治疗产生的抗体的能力感到担忧。</blockquote></p><p> “Omicron hasn’t become the next Delta,” Vir Chief Scientific Officer Skip Virgin said in an interview. But “we think the extent of the mutations, the number of them, means that the world needs to take Omicron very seriously.”</p><p><blockquote>“奥密克戎还没有成为下一个三角洲,”Vir首席科学官Skip Virgin在接受采访时表示。但“我们认为突变的程度和数量意味着世界需要非常认真地对待奥密克戎。”</blockquote></p><p> Antiviral drugs, including pills from Merck& Co. and partner Ridgeback Biotherapeutics LP and from Pfizer Inc. that are being evaluated for authorization,appear to be unaffected by the variant because they target a different site on the virus, said Michel Nussenzweig, an immunologist at Rockefeller University.</p><p><blockquote>洛克菲勒大学免疫学家米歇尔·努森茨威格(Michel Nussenzweig)表示,抗病毒药物,包括默克公司(Merck&Co.)和合作伙伴Ridgeback Biotherapeutics LP以及辉瑞公司(Pfizer Inc.)正在接受授权评估的药物,似乎不受该变种的影响,因为它们针对病毒上的不同位点。</blockquote></p><p> Doctors and patients have been looking forward to authorization of the pills, which in clinical trials have reduced the risk of hospitalization if taken early enough.</p><p><blockquote>医生和患者一直在期待这种药物的批准,在临床试验中,如果尽早服用,这种药物可以降低住院风险。</blockquote></p><p> “The targets of the pills appear to be under less pressure and may be OK, but this too needs to be tested,” said Dr. Nussenzweig.</p><p><blockquote>“药物的目标似乎压力较小,可能没问题,但这也需要测试,”努森茨威格博士说。</blockquote></p><p> Pfizer and Merck said they expect their drugs to be effective against Omicron.</p><p><blockquote>辉瑞和默克表示,他们预计他们的药物将有效对抗奥密克戎病。</blockquote></p><p> Gilead SciencesInc. also said it expects Veklury, its antiviral drug used to treat hospitalized patients, to retain effectiveness against Omicron as it has against other variants of concern.</p><p><blockquote>吉利德科学公司还表示,预计其用于治疗住院患者的抗病毒药物Veklury将保持对奥密克戎病毒的有效性,就像它对其他令人担忧的变种一样。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/covid-19-antibody-drugs-are-challenged-by-omicron-preliminary-testing-indicates-11638270003?mod=Searchresults_pos1&page=1\">The Wall Street Journal</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":{"REGN":"再生元制药公司","LLY":"礼来"},"source_url":"https://www.wsj.com/articles/covid-19-antibody-drugs-are-challenged-by-omicron-preliminary-testing-indicates-11638270003?mod=Searchresults_pos1&page=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192203085","content_text":"Regeneron said its antibody drug cocktail was found to lose effectiveness against the new variant\nA monoclonal antibody treatment site in Pembroke Pines, Fla., earlier this year.\nPreliminary tests indicate the Covid-19 antibody drug cocktail from Regeneron Pharmaceuticals Inc. loses effectiveness against Omicron, the company said Tuesday, a sign that some products in an important class of therapies might need modifying if the new strain becomes widespread.\nSeparate testing of another authorized Covid-19 antibody drug cocktail, from Eli Lilly& Co., indicates it also isn’t as effective against Omicron, outside scientists said. Lilly said it is testing the new variant against its antibody treatment and wouldn’t speculate on what the results will be.\nThe findings are the early results of researchers’ race to assess the impact of the new Omicron variant on Covid-19 treatments that patients, doctors and hospitals have been relying on, as well as pills in development that have promised to keep people out of the hospital.\nResearchers say some antibody therapies are likely to be especially vulnerable to Omicron because it contains mutations to the spike protein that the Regeneron and Lilly drugs target, while other drugs should hold up well because they attack elements of the virus unchanged in the variant.\nMonoclonal antibodies are lab-made molecules derived from survivors of Covid-19 or mice engineered to have human immune systems. When given soon after infection, the drugs attach to the surface of the coronavirus and prevent it from replicating itself in new cells.\nThey are the only drugs authorized to treat patients, before they require hospitalization, who are at high risk of developing severe cases.\nThe drugs differ from vaccines, which train the immune system how to defend against the virus, including with the production of antibodies. Last year, former President Donald Trump credited Regeneron’s drug with his speedy recovery from Covid-19.\nRegeneron said it would be able to quantify the impact of the variant in coming weeks, after further testing is done.\nAntiviral pills such as Pfizer’s Paxlovid appear to be unaffected by the variant.\nIf final testing shows that its antibody drugs are less effective against Omicron, Regeneron has developed alternative antibodies that it can push into clinical testing and that it thinks will retain effectiveness against the variant, said George Yancopoulos, the company’s president and chief scientific officer.\nOne of Regeneron’s alternative antibodies is already in clinical testing, which the company began in anticipation of new variants emerging over time.\nThe Omicron variant was identified last week by scientists in South Africa, prompting drug researchers to scramble to see if the relatively small medicine chest of Covid-19 treatments would still work against the new strain if it ends up spreading widely.\n“What we have to admit is, in the course of the past six days, our urgency has increased,” Dr. Yancopoulos said in an interview. “What started out as a backup plan has now been made a lot more urgent.”\nScientists at the Fred Hutchinson Cancer Research Center in Seattle found that individual mutations from Omicron reduced or eliminated the ability of Regeneron’s and Lilly’s drugs to attach to the virus, said Allie Greaney, a Ph.D. candidate at the center and the University of Washington in Seattle.\nMore comprehensive tests of the drugs against the entire variant are needed to fully understand the impact, she said. “I’m not certain what the exact magnitude of effect would be, but probably less effective,” said Ms. Greaney.\nLilly is in the process of testing the new variant against its drug, a combination of two antibodies called bamlanivimab and etesevimab,said Nicole Kallewaard, a Lilly virologist and research adviser.\nShe declined to comment on the results showing reduced effectiveness against individual Omicron mutations, because the results may differ when all of the mutations are combined.\n“I think that we need to wait for confirmation of the whole virus,” said Dr. Kallewaard. “Hopefully, the data will come in the next few weeks.”\nA rise in the prevalence of Omicron could present an opportunity for competitors who say their drugs don’t appear in preliminary testing to be affected by the variant, including Vir Biotechnology Inc. and GlaxoSmithKline PLC, whose drug sotrovimab was authorized for emergency use earlier this year.\nFred Hutchinson researchers also said their initial testing indicated the Vir-GSK antibody drug retained its effectiveness.\nAdagio Therapeutics Inc.,a biotech with a Covid-19 antibody drug in clinical trials, said its antibody also appears to be unaffected by the new variant.\nVir, Glaxo and Adagio said they are conducting further tests to confirm that their drugs aren’t affected by Omicron.\nOmicron poses a threat to lab-made antibody drugs as well as antibodies generated by vaccines, because the new variant has mutations on the spike protein part of the virus where antibodies are known to frequently attach themselves, scientists say.\nVir and Adagio officials said the companies designed their antibodies with the aim of targeting spots on the virus that are common across different coronaviruses that remained stable even after numerous mutations over many years.\n“They bind to a region of the virus that through decades of evolution has not changed a lot,” Adagio Chief Executive Tillman Gerngross said in an interview. “Those conserved areas make the virus much more vulnerable” to antibodies.\nIt will take at least two weeks to create a version of the full Omicron virus variant and test antibody drugs against it, company officials said. Still, scientists say they are concerned by what they know already about the variant’s ability to evade antibodies produced by vaccines, prior infection or from drug treatment.\n“Omicron hasn’t become the next Delta,” Vir Chief Scientific Officer Skip Virgin said in an interview. But “we think the extent of the mutations, the number of them, means that the world needs to take Omicron very seriously.”\nAntiviral drugs, including pills from Merck& Co. and partner Ridgeback Biotherapeutics LP and from Pfizer Inc. that are being evaluated for authorization,appear to be unaffected by the variant because they target a different site on the virus, said Michel Nussenzweig, an immunologist at Rockefeller University.\nDoctors and patients have been looking forward to authorization of the pills, which in clinical trials have reduced the risk of hospitalization if taken early enough.\n“The targets of the pills appear to be under less pressure and may be OK, but this too needs to be tested,” said Dr. Nussenzweig.\nPfizer and Merck said they expect their drugs to be effective against Omicron.\nGilead SciencesInc. also said it expects Veklury, its antiviral drug used to treat hospitalized patients, to retain effectiveness against Omicron as it has against other variants of concern.","news_type":1,"symbols_score_info":{"REGN":0.9,"LLY":0.9}},"isVote":1,"tweetType":1,"viewCount":2717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600839486,"gmtCreate":1638114455737,"gmtModify":1638114455964,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks ","listText":"Please like, thanks ","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/600839486","repostId":"2186432895","repostType":4,"isVote":1,"tweetType":1,"viewCount":1960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877285184,"gmtCreate":1637936240818,"gmtModify":1637936240989,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks","listText":"Please like, thanks","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877285184","repostId":"1145084508","repostType":4,"repost":{"id":"1145084508","kind":"news","pubTimestamp":1637929067,"share":"https://www.laohu8.com/m/news/1145084508?lang=zh_CN&edition=full","pubTime":"2021-11-26 20:17","market":"us","language":"en","title":"Fear, Not Calculated Trading, Is Behind Today’s Covid Market Crash<blockquote>今天新冠市场崩盘的背后是恐惧,而不是经过计算的交易</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145084508","media":"Barrons","summary":"Gathering over Thanksgiving may have lulled many into feeling that the pandemic is over. Looking at ","content":"<p>Gathering over Thanksgiving may have lulled many into feeling that the pandemic is over. Looking at the stock market today will shatter that illusion.</p><p><blockquote>感恩节聚会可能会让许多人觉得疫情已经结束。看看今天的股市,这种幻想就会破灭。</blockquote></p><p> Concerns around a new, heavily-mutated variant of Covid-19 identified in South Africa have rocked investor confidence. Stocks are plunging around the world, oil prices are dropping, bond yields are sliding—even Bitcoin is feeling the heat. There is a broad reversion to frenzied, theme-based trading. Vaccine stocks and pandemic plays like Zoom are surging while airline stocks are falling.</p><p><blockquote>对在南非发现的一种新的、严重突变的Covid-19变种的担忧动摇了投资者的信心。全球股市暴跌,油价下跌,债券收益率下滑——就连比特币也感受到了压力。疯狂的、基于主题的交易普遍回归。疫苗股和Zoom等流行病股正在飙升,而航空股却在下跌。</blockquote></p><p> What we are seeing is fear and uncertainty. Sell first, ask questions later. And low trading volumes globally due to the Thanksgiving holiday is likely exacerbating volatility.</p><p><blockquote>我们看到的是恐惧和不确定性。先卖,后问问题。感恩节假期导致的全球交易量低迷可能会加剧波动。</blockquote></p><p> What we are not seeing is markets intelligently pricing in the impact of this new development. Scientific experts have yet to draw conclusions about the mutation, known for now as B.1.1.529, and there are less than 100 confirmed cases.</p><p><blockquote>我们没有看到市场对这一新发展的影响进行明智的定价。科学专家尚未对目前被称为B.1.1.529的突变得出结论,确诊病例不到100例。</blockquote></p><p> That’s not to say fear is misplaced. Early indications are that B.1.1.529 is significantly different from other variants, and, truly, the worst case scenario is that it’s more deadly, contagious, and vaccine-resistant than what we’ve already faced.</p><p><blockquote>这并不是说恐惧是错误的。早期迹象表明,B.1.1.529与其他变种有很大不同,事实上,最糟糕的情况是它比我们已经面临的更具致命性、传染性和疫苗耐药性。</blockquote></p><p> But we don’t know that yet. Similar market shockwaves caused by the Delta variant over the summer eventually subsided. Though it led to a surge in cases around the world, modern science was able to tackle it and move on. Hopefully the same can be said of this variant.</p><p><blockquote>但我们还不知道。夏季德尔塔变异毒株引发的类似市场冲击波最终平息。尽管它导致了世界各地病例的激增,但现代科学能够解决它并继续前进。希望这种变体也是如此。</blockquote></p><p> But for now investors will have to put up with heightened uncertainty—the markets’ worst enemy.</p><p><blockquote>但目前投资者将不得不忍受不确定性的加剧——这是市场最大的敌人。</blockquote></p><p></p>","source":"market_watch","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>Fear, Not Calculated Trading, Is Behind Today’s Covid Market Crash<blockquote>今天新冠市场崩盘的背后是恐惧,而不是经过计算的交易</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\">\nFear, Not Calculated Trading, Is Behind Today’s Covid Market Crash<blockquote>今天新冠市场崩盘的背后是恐惧,而不是经过计算的交易</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-26 20:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Gathering over Thanksgiving may have lulled many into feeling that the pandemic is over. Looking at the stock market today will shatter that illusion.</p><p><blockquote>感恩节聚会可能会让许多人觉得疫情已经结束。看看今天的股市,这种幻想就会破灭。</blockquote></p><p> Concerns around a new, heavily-mutated variant of Covid-19 identified in South Africa have rocked investor confidence. Stocks are plunging around the world, oil prices are dropping, bond yields are sliding—even Bitcoin is feeling the heat. There is a broad reversion to frenzied, theme-based trading. Vaccine stocks and pandemic plays like Zoom are surging while airline stocks are falling.</p><p><blockquote>对在南非发现的一种新的、严重突变的Covid-19变种的担忧动摇了投资者的信心。全球股市暴跌,油价下跌,债券收益率下滑——就连比特币也感受到了压力。疯狂的、基于主题的交易普遍回归。疫苗股和Zoom等流行病股正在飙升,而航空股却在下跌。</blockquote></p><p> What we are seeing is fear and uncertainty. Sell first, ask questions later. And low trading volumes globally due to the Thanksgiving holiday is likely exacerbating volatility.</p><p><blockquote>我们看到的是恐惧和不确定性。先卖,后问问题。感恩节假期导致的全球交易量低迷可能会加剧波动。</blockquote></p><p> What we are not seeing is markets intelligently pricing in the impact of this new development. Scientific experts have yet to draw conclusions about the mutation, known for now as B.1.1.529, and there are less than 100 confirmed cases.</p><p><blockquote>我们没有看到市场对这一新发展的影响进行明智的定价。科学专家尚未对目前被称为B.1.1.529的突变得出结论,确诊病例不到100例。</blockquote></p><p> That’s not to say fear is misplaced. Early indications are that B.1.1.529 is significantly different from other variants, and, truly, the worst case scenario is that it’s more deadly, contagious, and vaccine-resistant than what we’ve already faced.</p><p><blockquote>这并不是说恐惧是错误的。早期迹象表明,B.1.1.529与其他变种有很大不同,事实上,最糟糕的情况是它比我们已经面临的更具致命性、传染性和疫苗耐药性。</blockquote></p><p> But we don’t know that yet. Similar market shockwaves caused by the Delta variant over the summer eventually subsided. Though it led to a surge in cases around the world, modern science was able to tackle it and move on. Hopefully the same can be said of this variant.</p><p><blockquote>但我们还不知道。夏季德尔塔变异毒株引发的类似市场冲击波最终平息。尽管它导致了世界各地病例的激增,但现代科学能够解决它并继续前进。希望这种变体也是如此。</blockquote></p><p> But for now investors will have to put up with heightened uncertainty—the markets’ worst enemy.</p><p><blockquote>但目前投资者将不得不忍受不确定性的加剧——这是市场最大的敌人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/articles/things-to-know-today-51637926639?mod=newsviewer_click\">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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/articles/things-to-know-today-51637926639?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1145084508","content_text":"Gathering over Thanksgiving may have lulled many into feeling that the pandemic is over. Looking at the stock market today will shatter that illusion.\nConcerns around a new, heavily-mutated variant of Covid-19 identified in South Africa have rocked investor confidence. Stocks are plunging around the world, oil prices are dropping, bond yields are sliding—even Bitcoin is feeling the heat. There is a broad reversion to frenzied, theme-based trading. Vaccine stocks and pandemic plays like Zoom are surging while airline stocks are falling.\nWhat we are seeing is fear and uncertainty. Sell first, ask questions later. And low trading volumes globally due to the Thanksgiving holiday is likely exacerbating volatility.\nWhat we are not seeing is markets intelligently pricing in the impact of this new development. Scientific experts have yet to draw conclusions about the mutation, known for now as B.1.1.529, and there are less than 100 confirmed cases.\nThat’s not to say fear is misplaced. Early indications are that B.1.1.529 is significantly different from other variants, and, truly, the worst case scenario is that it’s more deadly, contagious, and vaccine-resistant than what we’ve already faced.\nBut we don’t know that yet. Similar market shockwaves caused by the Delta variant over the summer eventually subsided. Though it led to a surge in cases around the world, modern science was able to tackle it and move on. Hopefully the same can be said of this variant.\nBut for now investors will have to put up with heightened uncertainty—the markets’ worst enemy.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877616941,"gmtCreate":1637923303506,"gmtModify":1637923303645,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks","listText":"Please like, thanks","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877616941","repostId":"1152215880","repostType":4,"repost":{"id":"1152215880","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":1637918015,"share":"https://www.laohu8.com/m/news/1152215880?lang=zh_CN&edition=full","pubTime":"2021-11-26 17:13","market":"us","language":"en","title":"Faraday Future shares fell more than 6% in premarket trading<blockquote>法拉第未来股价在盘前交易中下跌超过6%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152215880","media":"Tiger Newspress","summary":"Faraday Future shares fell more than 6% in premarket trading, the company received anticipated lette","content":"<p>Faraday Future shares fell more than 6% in premarket trading, the company received anticipated letter from Nasdaq regarding form 10-Q filing previously.<img src=\"https://static.tigerbbs.com/131b60ba8d077deacc9e4e195922823f\" tg-width=\"941\" tg-height=\"634\" referrerpolicy=\"no-referrer\">The Company previously filed a Form 12b-25 with the Securities and Exchange Commission on November 15, 2021, disclosing that the Company’s board of directors formed a special committee of independent directors (the “Special Committee”) to investigate allegations of inaccurate disclosures, including claims contained in a report issued by an investor with a history of seeking to drive down public companies’ stock prices for its own benefit. The Special Committee has engaged outside counsel to conduct an independent review of such allegations. The review is ongoing, and the Special Committee continues to work diligently with outside counsel and advisors to complete the review as soon as possible. The Company cannot predict the duration of the review, eventual scope, its outcome, or its impact on the Company’s financial results.</p><p><blockquote>法拉第未来股价在盘前交易中下跌超过6%,该公司此前收到了纳斯达克关于10-Q表格备案的预期信函。该公司此前于2021年11月15日向美国证券交易委员会提交了12b-25表格,披露公司董事会成立了一个独立董事特别委员会(“特别委员会”),以调查不准确披露的指控,包括一位投资者发布的报告中包含的索赔,该投资者曾试图压低上市公司股价以谋取自身利益。特别委员会已聘请外部律师对这些指控进行独立审查。审查正在进行,特别委员会继续与外部法律顾问和顾问密切合作,以尽快完成审查。公司无法预测审查的持续时间、最终范围、结果或对公司财务业绩的影响。</blockquote></p><p> As noted in the Form 12b-25, the Company is working diligently towards the goal of being in a position to file the Q3 Form 10-Q, as well as its Form 8-K with the Company’s third quarter 2021 earnings press release and its amended Registration Statement on Form S-1 as soon as practicable after the conclusion of the review, but at this time cannot predict with certainty when the preparation and filing of those forms will be completed. The Company intends to timely submit a plan to regain compliance to the Nasdaq Listing Qualifications Department. During this time, and for the extension period which may be granted to the Company by the Nasdaq Listing Qualifications Department, the Company’s securities will continue to be listed on Nasdaq. Upon the Company’s filing of its Q3 Form 10-Q, the Company will again become compliant with Nasdaq Marketplace Rule 5250(c)(1).</p><p><blockquote>正如表格12b-25中所述,公司正在努力实现能够提交第三季度表格10-Q以及表格8-K以及公司2021年第三季度收益新闻稿的目标及其修订后的S-1表格注册声明在审查结束后尽快完成,但目前无法确定这些表格的准备和提交何时完成。公司拟及时向纳斯达克上市资格部提交恢复合规的计划。于此期间及于纳斯达克上市资格部可能授予本公司之延长期内,本公司之证券将继续于纳斯达克上市。在公司提交第三季度表格10-Q后,公司将再次遵守纳斯达克市场规则5250(c)(1)。</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>Faraday Future shares fell more than 6% in premarket trading<blockquote>法拉第未来股价在盘前交易中下跌超过6%</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\">\nFaraday Future shares fell more than 6% in premarket trading<blockquote>法拉第未来股价在盘前交易中下跌超过6%</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\">2021-11-26 17:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Faraday Future shares fell more than 6% in premarket trading, the company received anticipated letter from Nasdaq regarding form 10-Q filing previously.<img src=\"https://static.tigerbbs.com/131b60ba8d077deacc9e4e195922823f\" tg-width=\"941\" tg-height=\"634\" referrerpolicy=\"no-referrer\">The Company previously filed a Form 12b-25 with the Securities and Exchange Commission on November 15, 2021, disclosing that the Company’s board of directors formed a special committee of independent directors (the “Special Committee”) to investigate allegations of inaccurate disclosures, including claims contained in a report issued by an investor with a history of seeking to drive down public companies’ stock prices for its own benefit. The Special Committee has engaged outside counsel to conduct an independent review of such allegations. The review is ongoing, and the Special Committee continues to work diligently with outside counsel and advisors to complete the review as soon as possible. The Company cannot predict the duration of the review, eventual scope, its outcome, or its impact on the Company’s financial results.</p><p><blockquote>法拉第未来股价在盘前交易中下跌超过6%,该公司此前收到了纳斯达克关于10-Q表格备案的预期信函。该公司此前于2021年11月15日向美国证券交易委员会提交了12b-25表格,披露公司董事会成立了一个独立董事特别委员会(“特别委员会”),以调查不准确披露的指控,包括一位投资者发布的报告中包含的索赔,该投资者曾试图压低上市公司股价以谋取自身利益。特别委员会已聘请外部律师对这些指控进行独立审查。审查正在进行,特别委员会继续与外部法律顾问和顾问密切合作,以尽快完成审查。公司无法预测审查的持续时间、最终范围、结果或对公司财务业绩的影响。</blockquote></p><p> As noted in the Form 12b-25, the Company is working diligently towards the goal of being in a position to file the Q3 Form 10-Q, as well as its Form 8-K with the Company’s third quarter 2021 earnings press release and its amended Registration Statement on Form S-1 as soon as practicable after the conclusion of the review, but at this time cannot predict with certainty when the preparation and filing of those forms will be completed. The Company intends to timely submit a plan to regain compliance to the Nasdaq Listing Qualifications Department. During this time, and for the extension period which may be granted to the Company by the Nasdaq Listing Qualifications Department, the Company’s securities will continue to be listed on Nasdaq. Upon the Company’s filing of its Q3 Form 10-Q, the Company will again become compliant with Nasdaq Marketplace Rule 5250(c)(1).</p><p><blockquote>正如表格12b-25中所述,公司正在努力实现能够提交第三季度表格10-Q以及表格8-K以及公司2021年第三季度收益新闻稿的目标及其修订后的S-1表格注册声明在审查结束后尽快完成,但目前无法确定这些表格的准备和提交何时完成。公司拟及时向纳斯达克上市资格部提交恢复合规的计划。于此期间及于纳斯达克上市资格部可能授予本公司之延长期内,本公司之证券将继续于纳斯达克上市。在公司提交第三季度表格10-Q后,公司将再次遵守纳斯达克市场规则5250(c)(1)。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152215880","content_text":"Faraday Future shares fell more than 6% in premarket trading, the company received anticipated letter from Nasdaq regarding form 10-Q filing previously.The Company previously filed a Form 12b-25 with the Securities and Exchange Commission on November 15, 2021, disclosing that the Company’s board of directors formed a special committee of independent directors (the “Special Committee”) to investigate allegations of inaccurate disclosures, including claims contained in a report issued by an investor with a history of seeking to drive down public companies’ stock prices for its own benefit. The Special Committee has engaged outside counsel to conduct an independent review of such allegations. The review is ongoing, and the Special Committee continues to work diligently with outside counsel and advisors to complete the review as soon as possible. The Company cannot predict the duration of the review, eventual scope, its outcome, or its impact on the Company’s financial results.\nAs noted in the Form 12b-25, the Company is working diligently towards the goal of being in a position to file the Q3 Form 10-Q, as well as its Form 8-K with the Company’s third quarter 2021 earnings press release and its amended Registration Statement on Form S-1 as soon as practicable after the conclusion of the review, but at this time cannot predict with certainty when the preparation and filing of those forms will be completed. The Company intends to timely submit a plan to regain compliance to the Nasdaq Listing Qualifications Department. During this time, and for the extension period which may be granted to the Company by the Nasdaq Listing Qualifications Department, the Company’s securities will continue to be listed on Nasdaq. Upon the Company’s filing of its Q3 Form 10-Q, the Company will again become compliant with Nasdaq Marketplace Rule 5250(c)(1).","news_type":1,"symbols_score_info":{"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879611243,"gmtCreate":1636715530802,"gmtModify":1636715530939,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks!","listText":"Please like, thanks!","text":"Please like, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/879611243","repostId":"1144158970","repostType":4,"repost":{"id":"1144158970","kind":"news","pubTimestamp":1636702548,"share":"https://www.laohu8.com/m/news/1144158970?lang=zh_CN&edition=full","pubTime":"2021-11-12 15:35","market":"us","language":"en","title":"Why the hottest inflation in 3 decades isn’t rattling stock-market bulls<blockquote>为什么三十年来最热的通胀并没有让股市多头感到不安</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144158970","media":"Marketwatch","summary":"Stock market investors still aren’t sweating rising inflation pressures that saw U.S. consumer price","content":"<p>Stock market investors still aren’t sweating rising inflation pressures that saw U.S. consumer prices rise 6.2% year-over-year in October, a nearly 31-year high. And that might not change until the Federal Reserve gets more aggressive, analysts said.</p><p><blockquote>股市投资者仍然没有为不断上升的通胀压力感到担忧,10月份美国消费者价格同比上涨6.2%,创近31年来新高。分析师表示,在美联储变得更加激进之前,这种情况可能不会改变。</blockquote></p><p> “U.S. equities have shrugged off this year’s surge in inflation, probably because it has not coincided with either a rise in the real yields of Treasurys or weakness in corporate earnings,” said Oliver Allen, markets economist at Capital Economics, in a Thursday note. The real yield is the yield an investor receives after accounting for inflation.</p><p><blockquote>凯投宏观(Capital Economics)市场经济学家奥利弗·艾伦(Oliver Allen)在周四的一份报告中表示:“美国股市摆脱了今年通胀飙升的影响,可能是因为这与美国国债实际收益率上升或企业盈利疲软并不同时发生。”实际收益率是投资者在考虑通货膨胀后获得的收益率。</blockquote></p><p> Markets were briefly roiled following the October Consumer Price Index reading on Wednesday. Nominal Treasury yields rose sharply, weighing on stocks, particularly technology and other growth-oriented sectors seen as most sensitive to rising interest rates.</p><p><blockquote>周三公布10月份消费者价格指数后,市场短暂动荡。名义美国国债收益率大幅上升,令股市承压,尤其是被视为对利率上升最敏感的科技和其他成长型板块。</blockquote></p><p> Equities were stable Thursday, while the Treasury market was closed for the U.S. Veterans Day holiday. The tech-heavy Nasdaq Composite , which fell more than 1% on Wednesday, was up 0.7% Thursday, while the S&P 500 edged up 0.1% and the Dow Jones Industrial Average lost 0.4%.</p><p><blockquote>周四股市稳定,而美国国债市场因美国退伍军人节假期休市。以科技股为主的纳斯达克综合指数周三下跌超过1%,周四上涨0.7%,标普500小幅上涨0.1%,道琼斯工业平均指数下跌0.4%。</blockquote></p><p> All three major indexes remain not far off all-time highs, coming off a robust third-quarter earnings season that saw companies maintain profit margins and maintain relatively upbeat guidance.</p><p><blockquote>在经历了强劲的第三季度财报季后,所有三大指数均距离历史高点不远,企业保持了利润率并维持了相对乐观的指引。</blockquote></p><p> Inflation, of course, isn’t necessarily a negative for equities. Stocks are viewed as real assets, which means they tend to appreciate in an inflationary environment, making them a useful hedge against inflation pressures. Also, analysts at Quant Insights, say that stocks have grown less sensitive overall to inflation pressures since 2015.</p><p><blockquote>当然,通货膨胀不一定对股市不利。股票被视为实物资产,这意味着它们在通胀环境下往往会升值,使其成为对冲通胀压力的有用工具。此外,Quant Insights的分析师表示,自2015年以来,股市对通胀压力的敏感度总体下降。</blockquote></p><p> However, inflation well above the low single digits, as was the case in much of the 1970s and early 1980, has tended to coincide with lower stock-market valuations due to the negative effects of rising prices on economic growth or the Fed tightening monetary policy to bring inflation back down, Allen noted.</p><p><blockquote>然而,由于物价上涨对经济增长或美联储收紧货币政策的负面影响,通胀远高于低个位数,就像20世纪70年代和80年代初的大部分时间一样,往往与股市估值较低同时发生。艾伦指出,政策旨在降低通胀。</blockquote></p><p> But despite inflation running in what would appear to be the danger zone, Allen noted that real, or inflation-adjusted interest rates, haven’t risen significantly at either the short or long end of the yield curve.</p><p><blockquote>但艾伦指出,尽管通胀似乎处于危险区域,但实际利率或经通胀调整的利率在收益率曲线的短端或长端都没有大幅上升。</blockquote></p><p> While the October CPI release prompted a small rise in the yield on 10-year U.S. Treasury inflation protected securities on Wednesday, the general pattern of the past six months has been characterized by falling real yields that have appeared to push U.S. equities higher, Allen said (see chart below).</p><p><blockquote>艾伦表示,虽然10月份CPI的发布促使周三10年期美国国债通胀保值证券收益率小幅上升,但过去六个月的总体模式是实际收益率下降,这似乎推动了美国股市走高(见下图)。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/077484a8788885d4c202fb3d6a80bd17\" tg-width=\"700\" tg-height=\"498\" width=\"100%\" height=\"auto\"><span>Capital Economics</span></p><p><blockquote><p class=\"t-img-caption\"><span>凯投宏观</span></p></blockquote></p><p> Meanwhile, the sharp, one-day rise in the 10-year Treasury yield and moves in fed funds futures on Wednesday reflected expectations the Fed will accelerate the wind-down of its asset-buying program and begin lifting its policy interest rates in 2022 sooner and more aggressively than expected. But it didn’t indicate investors fear a long-lasting run of high inflation, said Nicholas Colas, co-founder of DataTrek Research, in a Thursday note.</p><p><blockquote>与此同时,周三10年期国债收益率的单日大幅上涨和联邦基金期货的走势反映了人们对美联储将加速缩减资产购买计划并在2022年更快、更激进地开始提高政策利率的预期。但DataTrek Research联合创始人尼古拉斯·科拉斯(Nicholas Colas)在周四的一份报告中表示,这并不表明投资者担心长期高通胀。</blockquote></p><p> The market action on Wednesday “was all about investors adjusting their views on Fed policy. If [investors] really thought plus-6% inflation was the ‘new normal,’ asset prices would be much, much lower,” Colas wrote.</p><p><blockquote>周三的市场走势“完全是投资者调整对美联储政策的看法。如果(投资者)真的认为+6%的通胀率是‘新常态’,资产价格将会低得多,”Colas写道。</blockquote></p><p> And while the breakeven rate on five-year Treasury inflation protected securities hit a new high, they’re still signaling expectations for inflation of just 3% over the next half-decade, he said.</p><p><blockquote>他表示,尽管五年期通胀保值国债的盈亏平衡率创下新高,但仍表明未来五年通胀率仅为3%的预期。</blockquote></p><p> Some investors do fear the Fed has already lost control of inflation and inflation expectations. As result, policy makers may need to tighten monetary policy much more aggressively than anticipated, potentially leading to a sharp economic downturn.</p><p><blockquote>一些投资者确实担心美联储已经失去了对通胀和通胀预期的控制。因此,政策制定者可能需要比预期更积极地收紧货币政策,这可能导致经济急剧下滑。</blockquote></p><p> But some stock-market watchers expect stocks to remain supported until policy makers show signs they’re prepared to take more aggressive action.</p><p><blockquote>但一些股市观察人士预计,在政策制定者显示出准备采取更激进行动的迹象之前,股市将继续受到支撑。</blockquote></p><p> The rise in bond yields on Wednesday marked a bounce from a sharp two-week decline that wasn’t based on fundamentals and was, therefore, unlikely to last, said Tom Essaye, founder of Sevens Report Research, in a Thursday note.</p><p><blockquote>Sevens Report Research创始人Tom Essaye在周四的一份报告中表示,周三债券收益率的上涨标志着从两周的大幅下跌中反弹,这种下跌并非基于基本面,因此不太可能持续。</blockquote></p><p> “During that period, tech rallied and led markets higher, and we’re seeing both trades now unwind. And given tech’s large weighting, that will be a headwind on the S&P 500,” he said.</p><p><blockquote>“在此期间,科技股上涨并引领市场走高,我们看到这两项交易现在都在平仓。鉴于科技股的权重较大,这将是标普500的阻力,”他表示。</blockquote></p><p> “But unless the Fed starts strongly hinting at an accelerated taper or a much- sooner-than-expected rate hike, we do not see yesterday’s hot CPI or rise in yields as a reason to get more defensive,” he said, arguing it was instead reminder of the dominant trends in the market: above-normal inflation and rising yields.</p><p><blockquote>他表示:“但除非美联储开始强烈暗示加速缩减规模或比预期早得多的加息,否则我们不认为昨天火爆的CPI或收益率上升是采取更多防御措施的理由。”相反,它提醒人们市场的主导趋势:高于正常水平的通胀和不断上升的收益率。</blockquote></p><p> A policy shift by the Fed could come before year-end, potentially spelling trouble for stocks, warned Jeremy Siegel, finance professor at the University of Pennsylvania’s Wharton School. in a CNBC interview on Wednesday.</p><p><blockquote>宾夕法尼亚大学沃顿商学院金融学教授杰里米·西格尔警告说,美联储可能会在年底前改变政策,这可能会给股市带来麻烦。在周三接受CNBC采访时。</blockquote></p><p></p><p> “Listen, stocks love inflation until the Fed gets serious about it and they have not been serious about it,” he said, warning that more inflation data in line with the October report before the central bank’s mid-December policy meeting would put “enormous” pressure on Chairman Jerome Powell “to come down much stronger than he has so far.”</p><p><blockquote>他表示:“听着,在美联储认真对待通胀之前,股市都喜欢通胀,但他们并没有认真对待通胀。”他警告说,在央行12月中旬政策会议之前,更多与10月份报告一致的通胀数据将带来“巨大的压力”。主席杰罗姆·鲍威尔面临“比迄今为止更大的压力”。</blockquote></p><p> Allen said Capital Economics expects the Fed to follow through with a “modest tightening in the real stance of monetary policy,” accompanied by a grind higher for U.S. TIPS yields.</p><p><blockquote>艾伦表示,凯投宏观预计美联储将继续“适度收紧货币政策的实际立场”,同时美国TIPS收益率将大幅走高。</blockquote></p><p> “The tailwind of falling real yields turning into a modest headwind is one reason why we think U.S. equities will struggle to make gains over the next couple of years,” Allen wrote. “Another reason is that we think the recovery in the US economy will fall short of investors’ expectations.”</p><p><blockquote>艾伦写道:“实际收益率下降的顺风变成了温和的逆风,这是我们认为美国股市在未来几年将难以上涨的原因之一。”“另一个原因是,我们认为美国经济的复苏将达不到投资者的预期。”</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the hottest inflation in 3 decades isn’t rattling stock-market bulls<blockquote>为什么三十年来最热的通胀并没有让股市多头感到不安</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the hottest inflation in 3 decades isn’t rattling stock-market bulls<blockquote>为什么三十年来最热的通胀并没有让股市多头感到不安</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Marketwatch</strong><span class=\"h-time small\">2021-11-12 15:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock market investors still aren’t sweating rising inflation pressures that saw U.S. consumer prices rise 6.2% year-over-year in October, a nearly 31-year high. And that might not change until the Federal Reserve gets more aggressive, analysts said.</p><p><blockquote>股市投资者仍然没有为不断上升的通胀压力感到担忧,10月份美国消费者价格同比上涨6.2%,创近31年来新高。分析师表示,在美联储变得更加激进之前,这种情况可能不会改变。</blockquote></p><p> “U.S. equities have shrugged off this year’s surge in inflation, probably because it has not coincided with either a rise in the real yields of Treasurys or weakness in corporate earnings,” said Oliver Allen, markets economist at Capital Economics, in a Thursday note. The real yield is the yield an investor receives after accounting for inflation.</p><p><blockquote>凯投宏观(Capital Economics)市场经济学家奥利弗·艾伦(Oliver Allen)在周四的一份报告中表示:“美国股市摆脱了今年通胀飙升的影响,可能是因为这与美国国债实际收益率上升或企业盈利疲软并不同时发生。”实际收益率是投资者在考虑通货膨胀后获得的收益率。</blockquote></p><p> Markets were briefly roiled following the October Consumer Price Index reading on Wednesday. Nominal Treasury yields rose sharply, weighing on stocks, particularly technology and other growth-oriented sectors seen as most sensitive to rising interest rates.</p><p><blockquote>周三公布10月份消费者价格指数后,市场短暂动荡。名义美国国债收益率大幅上升,令股市承压,尤其是被视为对利率上升最敏感的科技和其他成长型板块。</blockquote></p><p> Equities were stable Thursday, while the Treasury market was closed for the U.S. Veterans Day holiday. The tech-heavy Nasdaq Composite , which fell more than 1% on Wednesday, was up 0.7% Thursday, while the S&P 500 edged up 0.1% and the Dow Jones Industrial Average lost 0.4%.</p><p><blockquote>周四股市稳定,而美国国债市场因美国退伍军人节假期休市。以科技股为主的纳斯达克综合指数周三下跌超过1%,周四上涨0.7%,标普500小幅上涨0.1%,道琼斯工业平均指数下跌0.4%。</blockquote></p><p> All three major indexes remain not far off all-time highs, coming off a robust third-quarter earnings season that saw companies maintain profit margins and maintain relatively upbeat guidance.</p><p><blockquote>在经历了强劲的第三季度财报季后,所有三大指数均距离历史高点不远,企业保持了利润率并维持了相对乐观的指引。</blockquote></p><p> Inflation, of course, isn’t necessarily a negative for equities. Stocks are viewed as real assets, which means they tend to appreciate in an inflationary environment, making them a useful hedge against inflation pressures. Also, analysts at Quant Insights, say that stocks have grown less sensitive overall to inflation pressures since 2015.</p><p><blockquote>当然,通货膨胀不一定对股市不利。股票被视为实物资产,这意味着它们在通胀环境下往往会升值,使其成为对冲通胀压力的有用工具。此外,Quant Insights的分析师表示,自2015年以来,股市对通胀压力的敏感度总体下降。</blockquote></p><p> However, inflation well above the low single digits, as was the case in much of the 1970s and early 1980, has tended to coincide with lower stock-market valuations due to the negative effects of rising prices on economic growth or the Fed tightening monetary policy to bring inflation back down, Allen noted.</p><p><blockquote>然而,由于物价上涨对经济增长或美联储收紧货币政策的负面影响,通胀远高于低个位数,就像20世纪70年代和80年代初的大部分时间一样,往往与股市估值较低同时发生。艾伦指出,政策旨在降低通胀。</blockquote></p><p> But despite inflation running in what would appear to be the danger zone, Allen noted that real, or inflation-adjusted interest rates, haven’t risen significantly at either the short or long end of the yield curve.</p><p><blockquote>但艾伦指出,尽管通胀似乎处于危险区域,但实际利率或经通胀调整的利率在收益率曲线的短端或长端都没有大幅上升。</blockquote></p><p> While the October CPI release prompted a small rise in the yield on 10-year U.S. Treasury inflation protected securities on Wednesday, the general pattern of the past six months has been characterized by falling real yields that have appeared to push U.S. equities higher, Allen said (see chart below).</p><p><blockquote>艾伦表示,虽然10月份CPI的发布促使周三10年期美国国债通胀保值证券收益率小幅上升,但过去六个月的总体模式是实际收益率下降,这似乎推动了美国股市走高(见下图)。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/077484a8788885d4c202fb3d6a80bd17\" tg-width=\"700\" tg-height=\"498\" width=\"100%\" height=\"auto\"><span>Capital Economics</span></p><p><blockquote><p class=\"t-img-caption\"><span>凯投宏观</span></p></blockquote></p><p> Meanwhile, the sharp, one-day rise in the 10-year Treasury yield and moves in fed funds futures on Wednesday reflected expectations the Fed will accelerate the wind-down of its asset-buying program and begin lifting its policy interest rates in 2022 sooner and more aggressively than expected. But it didn’t indicate investors fear a long-lasting run of high inflation, said Nicholas Colas, co-founder of DataTrek Research, in a Thursday note.</p><p><blockquote>与此同时,周三10年期国债收益率的单日大幅上涨和联邦基金期货的走势反映了人们对美联储将加速缩减资产购买计划并在2022年更快、更激进地开始提高政策利率的预期。但DataTrek Research联合创始人尼古拉斯·科拉斯(Nicholas Colas)在周四的一份报告中表示,这并不表明投资者担心长期高通胀。</blockquote></p><p> The market action on Wednesday “was all about investors adjusting their views on Fed policy. If [investors] really thought plus-6% inflation was the ‘new normal,’ asset prices would be much, much lower,” Colas wrote.</p><p><blockquote>周三的市场走势“完全是投资者调整对美联储政策的看法。如果(投资者)真的认为+6%的通胀率是‘新常态’,资产价格将会低得多,”Colas写道。</blockquote></p><p> And while the breakeven rate on five-year Treasury inflation protected securities hit a new high, they’re still signaling expectations for inflation of just 3% over the next half-decade, he said.</p><p><blockquote>他表示,尽管五年期通胀保值国债的盈亏平衡率创下新高,但仍表明未来五年通胀率仅为3%的预期。</blockquote></p><p> Some investors do fear the Fed has already lost control of inflation and inflation expectations. As result, policy makers may need to tighten monetary policy much more aggressively than anticipated, potentially leading to a sharp economic downturn.</p><p><blockquote>一些投资者确实担心美联储已经失去了对通胀和通胀预期的控制。因此,政策制定者可能需要比预期更积极地收紧货币政策,这可能导致经济急剧下滑。</blockquote></p><p> But some stock-market watchers expect stocks to remain supported until policy makers show signs they’re prepared to take more aggressive action.</p><p><blockquote>但一些股市观察人士预计,在政策制定者显示出准备采取更激进行动的迹象之前,股市将继续受到支撑。</blockquote></p><p> The rise in bond yields on Wednesday marked a bounce from a sharp two-week decline that wasn’t based on fundamentals and was, therefore, unlikely to last, said Tom Essaye, founder of Sevens Report Research, in a Thursday note.</p><p><blockquote>Sevens Report Research创始人Tom Essaye在周四的一份报告中表示,周三债券收益率的上涨标志着从两周的大幅下跌中反弹,这种下跌并非基于基本面,因此不太可能持续。</blockquote></p><p> “During that period, tech rallied and led markets higher, and we’re seeing both trades now unwind. And given tech’s large weighting, that will be a headwind on the S&P 500,” he said.</p><p><blockquote>“在此期间,科技股上涨并引领市场走高,我们看到这两项交易现在都在平仓。鉴于科技股的权重较大,这将是标普500的阻力,”他表示。</blockquote></p><p> “But unless the Fed starts strongly hinting at an accelerated taper or a much- sooner-than-expected rate hike, we do not see yesterday’s hot CPI or rise in yields as a reason to get more defensive,” he said, arguing it was instead reminder of the dominant trends in the market: above-normal inflation and rising yields.</p><p><blockquote>他表示:“但除非美联储开始强烈暗示加速缩减规模或比预期早得多的加息,否则我们不认为昨天火爆的CPI或收益率上升是采取更多防御措施的理由。”相反,它提醒人们市场的主导趋势:高于正常水平的通胀和不断上升的收益率。</blockquote></p><p> A policy shift by the Fed could come before year-end, potentially spelling trouble for stocks, warned Jeremy Siegel, finance professor at the University of Pennsylvania’s Wharton School. in a CNBC interview on Wednesday.</p><p><blockquote>宾夕法尼亚大学沃顿商学院金融学教授杰里米·西格尔警告说,美联储可能会在年底前改变政策,这可能会给股市带来麻烦。在周三接受CNBC采访时。</blockquote></p><p></p><p> “Listen, stocks love inflation until the Fed gets serious about it and they have not been serious about it,” he said, warning that more inflation data in line with the October report before the central bank’s mid-December policy meeting would put “enormous” pressure on Chairman Jerome Powell “to come down much stronger than he has so far.”</p><p><blockquote>他表示:“听着,在美联储认真对待通胀之前,股市都喜欢通胀,但他们并没有认真对待通胀。”他警告说,在央行12月中旬政策会议之前,更多与10月份报告一致的通胀数据将带来“巨大的压力”。主席杰罗姆·鲍威尔面临“比迄今为止更大的压力”。</blockquote></p><p> Allen said Capital Economics expects the Fed to follow through with a “modest tightening in the real stance of monetary policy,” accompanied by a grind higher for U.S. TIPS yields.</p><p><blockquote>艾伦表示,凯投宏观预计美联储将继续“适度收紧货币政策的实际立场”,同时美国TIPS收益率将大幅走高。</blockquote></p><p> “The tailwind of falling real yields turning into a modest headwind is one reason why we think U.S. equities will struggle to make gains over the next couple of years,” Allen wrote. “Another reason is that we think the recovery in the US economy will fall short of investors’ expectations.”</p><p><blockquote>艾伦写道:“实际收益率下降的顺风变成了温和的逆风,这是我们认为美国股市在未来几年将难以上涨的原因之一。”“另一个原因是,我们认为美国经济的复苏将达不到投资者的预期。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/why-the-hottest-inflation-in-3-decades-isnt-rattling-stock-market-bulls-11636661515?siteid=yhoof2\">Marketwatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/why-the-hottest-inflation-in-3-decades-isnt-rattling-stock-market-bulls-11636661515?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1144158970","content_text":"Stock market investors still aren’t sweating rising inflation pressures that saw U.S. consumer prices rise 6.2% year-over-year in October, a nearly 31-year high. And that might not change until the Federal Reserve gets more aggressive, analysts said.\n“U.S. equities have shrugged off this year’s surge in inflation, probably because it has not coincided with either a rise in the real yields of Treasurys or weakness in corporate earnings,” said Oliver Allen, markets economist at Capital Economics, in a Thursday note. The real yield is the yield an investor receives after accounting for inflation.\nMarkets were briefly roiled following the October Consumer Price Index reading on Wednesday. Nominal Treasury yields rose sharply, weighing on stocks, particularly technology and other growth-oriented sectors seen as most sensitive to rising interest rates.\nEquities were stable Thursday, while the Treasury market was closed for the U.S. Veterans Day holiday. The tech-heavy Nasdaq Composite , which fell more than 1% on Wednesday, was up 0.7% Thursday, while the S&P 500 edged up 0.1% and the Dow Jones Industrial Average lost 0.4%.\nAll three major indexes remain not far off all-time highs, coming off a robust third-quarter earnings season that saw companies maintain profit margins and maintain relatively upbeat guidance.\nInflation, of course, isn’t necessarily a negative for equities. Stocks are viewed as real assets, which means they tend to appreciate in an inflationary environment, making them a useful hedge against inflation pressures. Also, analysts at Quant Insights, say that stocks have grown less sensitive overall to inflation pressures since 2015.\nHowever, inflation well above the low single digits, as was the case in much of the 1970s and early 1980, has tended to coincide with lower stock-market valuations due to the negative effects of rising prices on economic growth or the Fed tightening monetary policy to bring inflation back down, Allen noted.\nBut despite inflation running in what would appear to be the danger zone, Allen noted that real, or inflation-adjusted interest rates, haven’t risen significantly at either the short or long end of the yield curve.\nWhile the October CPI release prompted a small rise in the yield on 10-year U.S. Treasury inflation protected securities on Wednesday, the general pattern of the past six months has been characterized by falling real yields that have appeared to push U.S. equities higher, Allen said (see chart below).\nCapital Economics\nMeanwhile, the sharp, one-day rise in the 10-year Treasury yield and moves in fed funds futures on Wednesday reflected expectations the Fed will accelerate the wind-down of its asset-buying program and begin lifting its policy interest rates in 2022 sooner and more aggressively than expected. But it didn’t indicate investors fear a long-lasting run of high inflation, said Nicholas Colas, co-founder of DataTrek Research, in a Thursday note.\nThe market action on Wednesday “was all about investors adjusting their views on Fed policy. If [investors] really thought plus-6% inflation was the ‘new normal,’ asset prices would be much, much lower,” Colas wrote.\nAnd while the breakeven rate on five-year Treasury inflation protected securities hit a new high, they’re still signaling expectations for inflation of just 3% over the next half-decade, he said.\nSome investors do fear the Fed has already lost control of inflation and inflation expectations. As result, policy makers may need to tighten monetary policy much more aggressively than anticipated, potentially leading to a sharp economic downturn.\nBut some stock-market watchers expect stocks to remain supported until policy makers show signs they’re prepared to take more aggressive action.\nThe rise in bond yields on Wednesday marked a bounce from a sharp two-week decline that wasn’t based on fundamentals and was, therefore, unlikely to last, said Tom Essaye, founder of Sevens Report Research, in a Thursday note.\n“During that period, tech rallied and led markets higher, and we’re seeing both trades now unwind. And given tech’s large weighting, that will be a headwind on the S&P 500,” he said.\n“But unless the Fed starts strongly hinting at an accelerated taper or a much- sooner-than-expected rate hike, we do not see yesterday’s hot CPI or rise in yields as a reason to get more defensive,” he said, arguing it was instead reminder of the dominant trends in the market: above-normal inflation and rising yields.\nA policy shift by the Fed could come before year-end, potentially spelling trouble for stocks, warned Jeremy Siegel, finance professor at the University of Pennsylvania’s Wharton School. in a CNBC interview on Wednesday.\n“Listen, stocks love inflation until the Fed gets serious about it and they have not been serious about it,” he said, warning that more inflation data in line with the October report before the central bank’s mid-December policy meeting would put “enormous” pressure on Chairman Jerome Powell “to come down much stronger than he has so far.”\nAllen said Capital Economics expects the Fed to follow through with a “modest tightening in the real stance of monetary policy,” accompanied by a grind higher for U.S. TIPS yields.\n“The tailwind of falling real yields turning into a modest headwind is one reason why we think U.S. equities will struggle to make gains over the next couple of years,” Allen wrote. “Another reason is that we think the recovery in the US economy will fall short of investors’ expectations.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844730257,"gmtCreate":1636458558527,"gmtModify":1636458559007,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks! ","listText":"Please like, thanks! ","text":"Please like, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844730257","repostId":"1116555756","repostType":4,"repost":{"id":"1116555756","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":1636455472,"share":"https://www.laohu8.com/m/news/1116555756?lang=zh_CN&edition=full","pubTime":"2021-11-09 18:57","market":"us","language":"en","title":"Luminar shares soared nearly 70% in premarket trading<blockquote>Luminar股价在盘前交易中飙升近70%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116555756","media":"Tiger Newspress","summary":"Luminar shares soared nearly 70% in premarket trading.Luminar Technologies, Inc., the global leader ","content":"<p>Luminar shares soared nearly 70% in premarket trading.<img src=\"https://static.tigerbbs.com/da9b50785fff88fb57d537950c7b5a7d\" tg-width=\"879\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/LAZR\">Luminar Technologies, Inc.</a>, the global leader in automotive lidar hardware and software technology, announced today at the NVIDIA GTC conference that its lidar solution has been selected to be part of the sensor suite in the NVIDIA DRIVE Hyperion autonomous vehicle reference platform. This AI vehicle computing platform accelerates development of autonomous consumer vehicles with planned production starting in 2024.</p><p><blockquote>Luminar股价在盘前交易中飙升近70%。<a href=\"https://laohu8.com/S/LAZR\">卢米纳技术公司。</a>,汽车激光雷达硬件和软件技术的全球领导者,今天在NVIDIA GTC大会上宣布,其激光雷达解决方案已被选为NVIDIA DRIVE Hyperion自动驾驶汽车参考平台中传感器套件的一部分。该人工智能车载计算平台加速了自动驾驶消费汽车的开发,计划于2024年开始生产。</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>Luminar shares soared nearly 70% in premarket trading<blockquote>Luminar股价在盘前交易中飙升近70%</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\">\nLuminar shares soared nearly 70% in premarket trading<blockquote>Luminar股价在盘前交易中飙升近70%</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\">2021-11-09 18:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Luminar shares soared nearly 70% in premarket trading.<img src=\"https://static.tigerbbs.com/da9b50785fff88fb57d537950c7b5a7d\" tg-width=\"879\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/LAZR\">Luminar Technologies, Inc.</a>, the global leader in automotive lidar hardware and software technology, announced today at the NVIDIA GTC conference that its lidar solution has been selected to be part of the sensor suite in the NVIDIA DRIVE Hyperion autonomous vehicle reference platform. This AI vehicle computing platform accelerates development of autonomous consumer vehicles with planned production starting in 2024.</p><p><blockquote>Luminar股价在盘前交易中飙升近70%。<a href=\"https://laohu8.com/S/LAZR\">卢米纳技术公司。</a>,汽车激光雷达硬件和软件技术的全球领导者,今天在NVIDIA GTC大会上宣布,其激光雷达解决方案已被选为NVIDIA DRIVE Hyperion自动驾驶汽车参考平台中传感器套件的一部分。该人工智能车载计算平台加速了自动驾驶消费汽车的开发,计划于2024年开始生产。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116555756","content_text":"Luminar shares soared nearly 70% in premarket trading.Luminar Technologies, Inc., the global leader in automotive lidar hardware and software technology, announced today at the NVIDIA GTC conference that its lidar solution has been selected to be part of the sensor suite in the NVIDIA DRIVE Hyperion autonomous vehicle reference platform. This AI vehicle computing platform accelerates development of autonomous consumer vehicles with planned production starting in 2024.","news_type":1,"symbols_score_info":{"LAZR":0.9}},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848459419,"gmtCreate":1636022326389,"gmtModify":1636022326796,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks!","listText":"Please like, thanks!","text":"Please like, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848459419","repostId":"1189037300","repostType":4,"repost":{"id":"1189037300","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1636018960,"share":"https://www.laohu8.com/m/news/1189037300?lang=zh_CN&edition=full","pubTime":"2021-11-04 17:42","market":"us","language":"en","title":"5 Stocks To Watch For November 4, 2021<blockquote>2021年11月4日值得关注的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189037300","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Moderna, Inc. to rep","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括:</blockquote></p><p> <ul> <li>Wall Street expects <b>Moderna, Inc.</b> to report quarterly earnings at $8.95 per share on revenue of $6.45 billion before the opening bell. Moderna shares rose 0.2% to $346.66 in pre-market trading.</li> <li><b>Booking Holdings Inc.</b> reported upbeat earnings for the third quarter. Booking shares gained 4.3% to $2,540.00 in the pre-market trading session.</li> <li>Analysts are expecting <b>ViacomCBS Inc.</b> to have earned $0.76 per share on revenue of $6.60 billion for the latest quarter. The company will release earnings before the markets open. ViacomCBS shares rose 0.7% to 37.80 in pre-market trading.</li> </ul> <ul> <li><b>Qualcomm Inc</b> posted upbeat results for its recent quarter and issued a strong forecast for its current quarter. Qualcomm shares climbed 6.7% to $147.80 in the pre-market trading session.</li> <li>Analysts expect <b>Airbnb, Inc.</b> to post quarterly earnings at $0.84 per share on revenue of $2.04 billion after the closing bell. Airbnb shares rose 2.2% to 176.64 in pre-market trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b>莫德纳公司。</b>开盘前公布季度收益为每股8.95美元,营收为64.5亿美元。Moderna股价在盘前交易中上涨0.2%,至346.66美元。</li><li><b>预订控股公司。</b>报告了乐观的第三季度收益。Booking股价在盘前交易时段上涨4.3%,至2,540.00美元。</li><li>分析师预计<b>维亚康姆哥伦比亚广播公司。</b>最近一个季度的营收为66亿美元,每股收益为0.76美元。该公司将在开市前发布财报。ViacomCBS股价在盘前交易中上涨0.7%,至37.80点。</li></ul><ul><li><b>高通公司</b>公布了最近一个季度的乐观业绩,并发布了对本季度的强劲预测。高通股价在盘前交易时段上涨6.7%至147.80美元。</li><li>分析师预计<b>爱彼迎公司。</b>收盘后公布季度收益为每股0.84美元,营收为20.4亿美元。爱彼迎股价在盘前交易中上涨2.2%至176.64点。</li></ul></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>5 Stocks To Watch For November 4, 2021<blockquote>2021年11月4日值得关注的5只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For November 4, 2021<blockquote>2021年11月4日值得关注的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-11-04 17:42</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括:</blockquote></p><p> <ul> <li>Wall Street expects <b>Moderna, Inc.</b> to report quarterly earnings at $8.95 per share on revenue of $6.45 billion before the opening bell. Moderna shares rose 0.2% to $346.66 in pre-market trading.</li> <li><b>Booking Holdings Inc.</b> reported upbeat earnings for the third quarter. Booking shares gained 4.3% to $2,540.00 in the pre-market trading session.</li> <li>Analysts are expecting <b>ViacomCBS Inc.</b> to have earned $0.76 per share on revenue of $6.60 billion for the latest quarter. The company will release earnings before the markets open. ViacomCBS shares rose 0.7% to 37.80 in pre-market trading.</li> </ul> <ul> <li><b>Qualcomm Inc</b> posted upbeat results for its recent quarter and issued a strong forecast for its current quarter. Qualcomm shares climbed 6.7% to $147.80 in the pre-market trading session.</li> <li>Analysts expect <b>Airbnb, Inc.</b> to post quarterly earnings at $0.84 per share on revenue of $2.04 billion after the closing bell. Airbnb shares rose 2.2% to 176.64 in pre-market trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b>莫德纳公司。</b>开盘前公布季度收益为每股8.95美元,营收为64.5亿美元。Moderna股价在盘前交易中上涨0.2%,至346.66美元。</li><li><b>预订控股公司。</b>报告了乐观的第三季度收益。Booking股价在盘前交易时段上涨4.3%,至2,540.00美元。</li><li>分析师预计<b>维亚康姆哥伦比亚广播公司。</b>最近一个季度的营收为66亿美元,每股收益为0.76美元。该公司将在开市前发布财报。ViacomCBS股价在盘前交易中上涨0.7%,至37.80点。</li></ul><ul><li><b>高通公司</b>公布了最近一个季度的乐观业绩,并发布了对本季度的强劲预测。高通股价在盘前交易时段上涨6.7%至147.80美元。</li><li>分析师预计<b>爱彼迎公司。</b>收盘后公布季度收益为每股0.84美元,营收为20.4亿美元。爱彼迎股价在盘前交易中上涨2.2%至176.64点。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","MRNA":"Moderna, Inc.","BKNG":"Booking Holdings","ABNB":"爱彼迎"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189037300","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Moderna, Inc. to report quarterly earnings at $8.95 per share on revenue of $6.45 billion before the opening bell. Moderna shares rose 0.2% to $346.66 in pre-market trading.\nBooking Holdings Inc. reported upbeat earnings for the third quarter. Booking shares gained 4.3% to $2,540.00 in the pre-market trading session.\nAnalysts are expecting ViacomCBS Inc. to have earned $0.76 per share on revenue of $6.60 billion for the latest quarter. The company will release earnings before the markets open. ViacomCBS shares rose 0.7% to 37.80 in pre-market trading.\n\n\nQualcomm Inc posted upbeat results for its recent quarter and issued a strong forecast for its current quarter. Qualcomm shares climbed 6.7% to $147.80 in the pre-market trading session.\nAnalysts expect Airbnb, Inc. to post quarterly earnings at $0.84 per share on revenue of $2.04 billion after the closing bell. Airbnb shares rose 2.2% to 176.64 in pre-market trading.","news_type":1,"symbols_score_info":{"QCOM":0.9,"VIAC":0.9,"ABNB":0.9,"MRNA":0.9,"BKNG":0.9}},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841796180,"gmtCreate":1635941063632,"gmtModify":1635941063988,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks ","listText":"Please like, thanks ","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841796180","repostId":"843769633","repostType":1,"repost":{"id":843769633,"gmtCreate":1635859540520,"gmtModify":1635899583189,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"title":"电动车走势不理想?推荐一种舒适的赚钱方法","htmlText":"第二部分照例是本周财报期权异动股分享。 特斯拉依然是最适合卖put的标的,不过昨天推荐的利润比较低了,可以考虑下周put,并适当下调行权价。 今日卖put: 标的代码 到期日 行权价 权利金 隐含波动率 年化收益% NIO 2021/11/12 35 0.3 75% 27% LI 2021/11/12 28 0.18 64% 20% XPEV 2021/11/12 41 0.24 67% 18% 本周曾推荐 仅做跟踪记录 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 2021/11/5 950 2.84 138% —————— <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 2021/11/12 140 0.28 63% —————— <a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 2021/11/5 72 0.05 61% —————— HK03690 2021/11/29 235 3.7 57% —————— <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 电车三兄弟齐上榜,选想做的那只。这两天公布10月汽车交付数据,小鹏最好,理想次之,蔚来垫底,据称蔚来被拖累的原因是生产","listText":"第二部分照例是本周财报期权异动股分享。 特斯拉依然是最适合卖put的标的,不过昨天推荐的利润比较低了,可以考虑下周put,并适当下调行权价。 今日卖put: 标的代码 到期日 行权价 权利金 隐含波动率 年化收益% NIO 2021/11/12 35 0.3 75% 27% LI 2021/11/12 28 0.18 64% 20% XPEV 2021/11/12 41 0.24 67% 18% 本周曾推荐 仅做跟踪记录 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 2021/11/5 950 2.84 138% —————— <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 2021/11/12 140 0.28 63% —————— <a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 2021/11/5 72 0.05 61% —————— HK03690 2021/11/29 235 3.7 57% —————— <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 电车三兄弟齐上榜,选想做的那只。这两天公布10月汽车交付数据,小鹏最好,理想次之,蔚来垫底,据称蔚来被拖累的原因是生产","text":"第二部分照例是本周财报期权异动股分享。 特斯拉依然是最适合卖put的标的,不过昨天推荐的利润比较低了,可以考虑下周put,并适当下调行权价。 今日卖put: 标的代码 到期日 行权价 权利金 隐含波动率 年化收益% NIO 2021/11/12 35 0.3 75% 27% LI 2021/11/12 28 0.18 64% 20% XPEV 2021/11/12 41 0.24 67% 18% 本周曾推荐 仅做跟踪记录 $特斯拉(TSLA)$ 2021/11/5 950 2.84 138% —————— $阿里巴巴(BABA)$ 2021/11/12 140 0.28 63% —————— $京东(JD)$ 2021/11/5 72 0.05 61% —————— HK03690 2021/11/29 235 3.7 57% —————— $蔚来(NIO)$ $理想汽车(LI)$ $小鹏汽车(XPEV)$ 电车三兄弟齐上榜,选想做的那只。这两天公布10月汽车交付数据,小鹏最好,理想次之,蔚来垫底,据称蔚来被拖累的原因是生产","images":[{"img":"https://static.tigerbbs.com/e97760c6db03b503878eac6cb4af51e8","width":"1079","height":"1126"},{"img":"https://static.tigerbbs.com/6f2c66c187e069e2953b2e127fb1ef51","width":"1079","height":"1098"},{"img":"https://static.tigerbbs.com/ef94afcbb061b35d3955530440a2dd91","width":"1079","height":"1090"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843769633","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857009341,"gmtCreate":1635489924549,"gmtModify":1635489924947,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thank you","listText":"Please like, thank you","text":"Please like, thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/857009341","repostId":"1122237204","repostType":4,"repost":{"id":"1122237204","kind":"news","pubTimestamp":1635476471,"share":"https://www.laohu8.com/m/news/1122237204?lang=zh_CN&edition=full","pubTime":"2021-10-29 11:01","market":"us","language":"en","title":"Intel, Nvidia, Or AMD: Which Chip Stock Is The Better Buy?<blockquote>英特尔、英伟达或AMD:哪只芯片股票更值得购买?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122237204","media":"Seeking Alpha","summary":"Summary\n\nIntel reported a set of earnings that was pretty decent. However, the market was confused w","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Intel reported a set of earnings that was pretty decent. However, the market was confused with its ambitious growth plans.</li> <li>Advanced Micro Devices continues its run of phenomenal results in FY21. Dr. Lisa Su & Co. is making the most out of Intel's stumbles.</li> <li>Nvidia will issue its FQ3 report card on 17 November. The company's growth momentum is expected to continue slowing down.</li> <li>We discuss which semiconductor stock is the better buy now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c8b907cc53a6667f686b7acaf873b0a\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>英特尔公布了一系列相当不错的收益。然而,市场对其雄心勃勃的增长计划感到困惑。</li><li>Advanced Micro Devices在2021财年继续取得惊人的业绩。苏丽莎博士公司正在充分利用英特尔的失误。</li><li>英伟达将于11月17日发布第三季度成绩单。预计公司增长势头将继续放缓。</li><li>我们讨论现在购买哪只半导体股票更好。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Advanced Micro Devices, Inc. (AMD) issued a fantastic FQ3 report card recently. The company also handily beat consensus estimates and reaffirmed AMD's position as one of the leading semiconductor companies.</p><p><blockquote>超微设备公司(AMD)最近发布了一份精彩的第三季度成绩单。该公司还轻松超出了市场普遍预期,并重申了AMD作为领先半导体公司之一的地位。</blockquote></p><p> Notably, the company made gains while Intel (INTC) reported a set of results that we thought were actually pretty fine. There were some concerns over underwhelming data center performance, but it was expected. However, the market didn't like what Pat Gelsinger & Co. telegraphed and thrashed the stock after earnings. Intel communicated what it would cost on its quest to retake its process node leadership. However, it seems that investors weren't sure about the company's ambitious plans. Coupled with weakened profitability and free cash flow prospects, some value-oriented investors seemed to have headed for the exit.</p><p><blockquote>值得注意的是,该公司取得了收益,而英特尔(INTC)报告了一系列我们认为实际上相当不错的业绩。人们对数据中心性能不佳存在一些担忧,但这是意料之中的。然而,市场并不喜欢帕特·基辛格公司(Pat Gelsinger&Co.)的电报,并在财报公布后大幅下跌该股。英特尔传达了重新夺回其工艺节点领导地位的成本。然而,投资者似乎并不确定该公司雄心勃勃的计划。再加上盈利能力和自由现金流前景减弱,一些价值导向型投资者似乎已走向退出。</blockquote></p><p> Nvidia (NVDA) will issue its FQ3 report card on 17 November. The company had previously guided for a strong quarter. Jensen Huang & Co. see \"sequential growth driven largely by accelerating demand in data center.\" The company also expects growth in each of its three markets, particularly in gaming. Investors' expectations are also high given AMD's robust performance. Hence, investors have eagerly anticipated NVDA's earnings release as NVDA stock pushed through a new all-time high (ATH) this week.</p><p><blockquote>Nvidia(NVDA)将于11月17日发布第三季度成绩单。该公司此前曾预计本季度业绩强劲。黄仁勋公司请参阅“环比增长主要是由数据中心需求加速推动的”。该公司还预计其三个市场都将增长,尤其是在游戏领域。鉴于AMD强劲的业绩,投资者的期望也很高。因此,随着NVDA股价本周创下历史新高(ATH),投资者热切期待NVDA的财报发布。</blockquote></p><p> We will discuss which semiconductor stock is the better buy now between them.</p><p><blockquote>我们将讨论他们之间现在购买哪只半导体股票更好。</blockquote></p><p> <b>INTC, NVDA, AMD Stock YTD Performance</b></p><p><blockquote><b>INTC、NVDA、AMD股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc276e3bd3b1b72a0413e8be2d14ebe3\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>INTC, NVDA, AMD stock YTD performance (as of 27 October 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC、NVDA、AMD股票年初至今表现(截至21年10月27日)。</span></p></blockquote></p><p> NVDA stock continues to enjoy a phenomenal year so far. The stock made a new ATH this week, as YTD returns surged to 87.3%. Bearish investors in NVDA can say all they want, but we have never adopted a bearish NVDA stock thesis. It just doesn't make sense. The stock has the best possible A+ in Seeking Alpha's momentum grade for the whole year. Hence, we really couldn't understand those bearish theses. AMD stock is in second place with a 33.3% YTD gain. It seems like the stock has lagged far behind NVDA stock's incredible performance. However, investors should consider the fact that AMD stock spent most of H1'21 in the red. Therefore, its huge momentum surge in H2'21 has been really impressive. Consequently, the stock's momentum is also given an A grade in Seeking Alpha.</p><p><blockquote>迄今为止,NVDA股票继续享受非凡的一年。该股本周创下新的ATH,年初至今回报率飙升至87.3%。看跌NVDA的投资者可以随心所欲地说,但我们从未采纳看跌NVDA股票的论点。这根本说不通。该股在Seeking Alpha全年动量评级中获得了最好的A+。因此,我们真的无法理解那些看跌的论点。AMD股票排名第二,年初至今上涨33.3%。该股似乎远远落后于NVDA股票令人难以置信的表现。然而,投资者应该考虑这样一个事实,即AMD股票在21年上半年的大部分时间里都处于亏损状态。因此,其在H2'21的巨大势头确实令人印象深刻。因此,该股的势头在Seeking Alpha中也被评为A级。</blockquote></p><p> In contrast, the perennial underperformer INTC stock continues to underperform. The stock started very brightly as it raced to a 40% YTD gain. However, its momentum has completely fizzled out. Currently, its YTD decline of 3.9% looks abysmal when compared to AMD stock and NVDA stock. In addition, Seeking Alpha also assigned it with a D+ rating in momentum.</p><p><blockquote>相比之下,长期表现不佳的INTC股票继续表现不佳。该股开局非常亮眼,年初至今上涨了40%。然而,它的势头已经完全消失了。目前,与AMD股票和NVDA股票相比,其年初至今下跌了3.9%,看起来糟透了。此外,Seeking Alpha还给予其动力D+评级。</blockquote></p><p> <b>Intel FQ3 Report Card Is Telling Of Its Weakening Leadership</b></p><p><blockquote><b>英特尔第三季度成绩单表明其领导力正在减弱</b></blockquote></p><p> There's little doubt that AMD has made the most of its recent dominance over Intel. However, what's more concerning to Intel investors, and likewise encouraging to AMD investors, is the clarity provided by their respective CEOs.</p><p><blockquote>毫无疑问,AMD充分利用了最近对英特尔的主导地位。然而,更令英特尔投资者担忧、同样令AMD投资者感到鼓舞的是他们各自首席执行官提供的明确性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f910460f850f7c0c3bd3508e0812fa7b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Intel LTM revenue by segment. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>英特尔LTM按细分市场划分的收入。数据来源:公司备案</span></p></blockquote></p><p> Intel reported another underwhelming quarter, but we don't think it was unexpected. Sure, the company's data center business (DCG) continues to disappoint compared to NVDA and AMD. However, INTC investors shouldn't be surprised.</p><p><blockquote>英特尔报告了另一个令人印象深刻的季度,但我们认为这并不意外。当然,与NVDA和AMD相比,该公司的数据中心业务(DCG)仍然令人失望。然而,INTC投资者不应该感到惊讶。</blockquote></p><p></p><p> DCG quarterly revenue YoY growth came in at 10% in FQ3. However, DCG revenue has been on a declining trend on a last-twelve-months (LTM) basis since FQ2'20.In a recent AMD article, we mentioned that Omdia estimated that AMD's data center share crossed 15% in Q2'21 for the first time in history. In retrospect, Intel had almost complete dominance in this segment just four years ago. It clearly shows how the critical stumbles from its former management have derailed its previously \"unassailable\" leadership. Now, Gelsinger & Co. are left with the unenviable task of trying to overturn Intel's sinking fortunes. With AMD having assumed the technological leadership at the expense of Intel, it certainly looks like an \"easy bet\" which the company will likely continue to outperform.</p><p><blockquote>第三季度DCG季度收入同比增长10%。然而,自20年第二季度以来,DCG收入在过去12个月(LTM)中一直呈下降趋势。在AMD最近的一篇文章中,我们提到Omdia估计AMD的数据中心份额在21年第二季度历史上首次突破15%。回想起来,就在四年前,英特尔在这一领域几乎完全占据主导地位。它清楚地表明,其前管理层的重大失误是如何破坏其先前“无懈可击”的领导地位的。现在,基辛格公司面临着一项不值得羡慕的任务,那就是试图扭转英特尔不断下滑的命运。随着AMD以牺牲英特尔为代价占据技术领先地位,这看起来肯定是一个“轻松的赌注”,该公司可能会继续跑赢大盘。</blockquote></p><p> Intel's client computing group's (CCG) performance was underwhelming in FQ3. Its revenue fell by 1.9% YoY and 4.4% QoQ, respectively. Notably, it came at a time when 2021 saw a strong resurgence in PC sales.In a recent Apple(AAPL) article, we mentioned that Apple's Mac segment had performed very well in 2021. In just the first three FQs, Mac has exceeded its revenue on a per FY basis over the last three years. Its resurgence is also in line with the trend observed in the industry.</p><p><blockquote>英特尔客户端计算部门(CCG)在第三季度的业绩表现不佳。其收入分别同比下降1.9%和环比下降4.4%。值得注意的是,这发生在2021年PC销量强劲复苏之际。在苹果(AAPL)最近的一篇文章中,我们提到苹果的Mac部门在2021年表现非常出色。仅在前三个FQ中,Mac就超过了过去三年每个财年的收入。它的复兴也符合业内观察到的趋势。</blockquote></p><p> Counterpoint Research noted that \"global PC shipments marked their sixth consecutive YoY growth in Q3 2021 at 84.2 million units. This came despite the ongoing component shortages and other supply constraints.\" Despite that, the firm also emphasized that \"the 9.3% YoY growth during [Q3] implied decelerating PC shipment momentum after four consecutive quarters of double-digit YoY growth since Q3 2020.\"</p><p><blockquote>Counterpoint Research指出,“2021年第三季度,全球PC出货量连续第六次同比增长,达到8420万台。尽管零部件短缺和其他供应限制持续存在,但这一情况还是出现了。”尽管如此,该公司还强调,“[第三季度]9.3%的同比增长意味着自2020年第三季度以来连续四个季度实现两位数同比增长后,PC出货量势头正在放缓。”</blockquote></p><p> Notwithstanding, Mac seems to have picked up strongly in CQ3. IDC reported that Apple's YoY shipment growth in CQ2 was 9.4%. Moreover, Counterpoint research pointed out that Mac YoY shipment growth accelerated to 10.6% in CQ3. Hence, it's interesting to note that Mac grew even faster than the industry average in CQ3. As a result, Mac's global market share grew to 8.7%.</p><p><blockquote>尽管如此,Mac似乎在第三季度表现强劲。IDC报告称,苹果第二季度出货量同比增长9.4%。此外,Counterpoint research指出,第三季度Mac同比出货量增长加速至10.6%。因此,有趣的是,Mac在第三季度的增长速度甚至超过了行业平均水平。因此,Mac的全球市场份额增长至8.7%。</blockquote></p><p> Therefore, it seems like Apple has been doing very well since it decoupled from Intel's chips. Even though Gelsinger remains optimistic about winning back Apple's business through \"better products\" in the future, the divorce looks to be \"finalized\" for now. But investors in semiconductor companies should remember that never say never when it comes to technological leadership. Intel is still a highly profitable company and therefore has the wherewithal and conviction to compete. Whether it can overturn AMD's and NVDA's leadership remains to be seen. But never write the company off so early on.</p><p><blockquote>因此,自与英特尔芯片脱钩以来,苹果似乎一直做得很好。尽管基辛格对未来通过“更好的产品”赢回苹果的业务仍然持乐观态度,但离婚案目前看起来已经“敲定”。但半导体公司的投资者应该记住,在技术领先方面,永远不要说永远。英特尔仍然是一家高利润的公司,因此拥有竞争所需的资金和信念。能否推翻AMD和NVDA的领先地位,还有待观察。但永远不要这么早就放弃公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c622b359fd3a73cac53c0e4410177c3\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\"><span>INTC and AMD LTM gross margins. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC和AMD LTM毛利率。数据来源:标普资本智商</span></p></blockquote></p><p> Pat Gelsinger has telegraphed a highly ambitious plan to assume technological leadership. It's mainly predicated on its \"five process nodes in four years\" quest to assume foundry leadership from Taiwan Semiconductor (TSM). In addition, the company is also willing to \"reset\" its gross margins to compete with AMD and NVDA at the same time. Outgoing CFO George Davis emphasized:</p><p><blockquote>帕特·基辛格(Pat Gelsinger)宣布了一项雄心勃勃的计划,以承担技术领先地位。这主要是基于其“四年内实现五个工艺节点”的追求,以取代台积电(TSM)的代工领导地位。此外,该公司还愿意“重置”毛利率,以同时与AMD和NVDA竞争。即将离任的首席财务官乔治·戴维斯强调:</blockquote></p><p> <i>We expect to see our revenue growth accelerate to a 10% to 12% CAGR over the next 4 to 5 years</i>. For gross margin, with the impact of our investment in capacity and the acceleration of our process technology, <i>we expect gross margins between 51% and 53% over the next 2 to 3 years</i>before moving upward. (from Intel Q3 earnings call) We find it interesting. Yes, the investments for process leadership and capacity expansion will affect its profitability. But Intel recognizes that it's at least a five-year process. At this time, is the company going to let Dr. Lisa Su & Co. take all the glory while Intel works out its troubles? Obviously not. Pat recognizes that he needs a stop-gap solution. Short of saying \"we are cutting prices now\" to compete with AMD, this is as close as it gets.</p><p><blockquote><i>我们预计未来4至5年我们的收入增长将加速至10%至12%的复合年增长率</i>就毛利率而言,受我们产能投资及工艺技术加速的影响,<i>我们预计未来2至3年毛利率将在51%至53%之间</i>在向上移动之前。(来自英特尔第三季度看涨期权收益)我们觉得这很有趣。是的,流程领先和产能扩张的投资将影响其盈利能力。但英特尔认识到这至少需要五年的时间。这个时候,公司是不是要让苏姿丰博士(Dr.Lisa Su&Co.)拿走所有的荣耀,而英特尔则解决它的麻烦?显然不是。帕特认识到他需要一个权宜之计。除了说“我们现在正在降价”来与AMD竞争之外,这已经是最接近的了。</blockquote></p><p> We also highlighted in our previous AMD article (published on 20 September) that \"Intel is recently reported to be ready to lower the prices for its data center chips. The move was deemed necessary \"to lure back data center operators that have switched to rival Advanced Micro Devices.\" Otherwise, how can Gelsinger & Co. be so confident in stopping the rot from AMD's continued success? Intel has telegraphed a highly ambitious plan to increase revenue by a CAGR of 10% to 12% over the next four to five years. Intel is trying to transform itself back into a growth company. If you want to grow and don't have technological leadership, you must give up some profits. That makes absolute sense.</p><p><blockquote>我们还在之前的AMD文章(9月20日发布)中强调,“据报道,英特尔最近准备降低其数据中心芯片的价格。此举被认为是必要的”,以吸引已转向竞争对手Advanced Micro Devices的数据中心运营商。”否则,基辛格公司怎么能如此自信地阻止AMD持续成功的颓势呢?英特尔宣布了一项雄心勃勃的计划,在未来四到五年内将收入以10%到12%的复合年增长率增长。英特尔正试图将自己变回一家成长型公司。如果你想增长,没有技术领先,你必须放弃一些利润。这完全有道理。</blockquote></p><p></p><p> The good thing is, Intel is already a highly profitable company. Its gross margins had declined markedly from the days when it posted margins north of 60%. However, its LTM margin of 56.3% is still significantly higher than AMD's 46.8%. Therefore, Intel's plans are credible. The company will now go head-on to compete with AMD in pricing while investing in assuming foundry leadership. Dr. Lisa Su & Co., you have been cautioned.</p><p><blockquote>好的一面是,英特尔已经是一家高利润的公司。其毛利率较利润率超过60%时明显下降。不过,其56.3%的LTM利润率仍明显高于AMD的46.8%。因此,英特尔的计划是可信的。该公司现在将在定价上与AMD正面竞争,同时投资占据代工领导地位。苏丽莎博士公司,你已经被警告了。</blockquote></p><p> <b>AMD Continues Its Gangbusters Growth</b></p><p><blockquote><b>AMD继续强劲增长</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fb460f1a24eeac1ff3e46cc0ebd78f3\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>AMD quarterly revenue by segment. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD按部门划分的季度收入。数据来源:公司备案</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5df5298fbc9733b0c0a8b1110c401ba\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>AMD revenue segments YoY growth. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD收入部门同比增长。数据来源:公司备案</span></p></blockquote></p><p> There's little doubt that Dr. Lisa Su & Co. have made the most of Intel's absolute mess. The company has been firing on all cylinders as it outperformed estimates easily. It continues to report tremendous strength in all its segments. FQ3 saw Advanced Micro Devices report 43.9% YoY growth in revenue for its computing and graphics business. Moreover, its enterprise, embedded, and semi-custom (EESC) segment continues its phenomenal run as AMD posted YoY revenue growth of 68.9%. Therefore, AMD has certainly made the most of Intel's losses in data center. Moreover, its computing and graphics growth has also been fantastic. AMD has undoubtedly grown much faster than the market.</p><p><blockquote>毫无疑问,Lisa Su&Co.充分利用了英特尔的绝对混乱。该公司一直在全力以赴,因为它的表现轻松超出了预期。它继续在所有领域展现出巨大的实力。Advanced Micro Devices报告第三季度计算和图形业务收入同比增长43.9%。此外,AMD的企业、嵌入式和半定制(EESC)部门继续保持惊人的表现,收入同比增长68.9%。因此,AMD当然充分利用了英特尔在数据中心方面的亏损。此外,它的计算和图形增长也非常出色。AMD的增长速度无疑比市场快得多。</blockquote></p><p> In fact, AMD continues to expect strong sequential growth into FQ4. AMD emphasized:</p><p><blockquote>事实上,AMD继续预计第四季度将实现强劲的环比增长。AMD强调:</blockquote></p><p> We expect revenue to be approximately $4.5 billion, plus or minus $100 million, an increase of approximately <i>39% year-over-year and approximately 4% sequentially</i>. The year-over-year increase is expected to be driven by growth across all businesses. The quarter-over-quarter increase is expected to be driven by higher server and semi-custom sales. For the full year 2021, <i>we now expect revenue to increase approximately 65% over 2020, driven by growth across all businesses</i>, up from the prior guidance of 60%. (from AMD FQ3 earnings call) For a company that tells you that it expects a 65% YoY growth over FY20, it's clear it has achieved phenomenal results. Therefore, the market should reward AMD investors. AMD stock has clearly been outperforming the market after its early-year stumbles.</p><p><blockquote>我们预计营收约为45亿美元,正负1亿美元,增长约<i>同比增长39%,环比增长约4%</i>预计同比增长将受到所有业务增长的推动。预计环比增长将受到服务器和半定制销售额增加的推动。2021年全年,<i>我们现在预计,在所有业务增长的推动下,收入将比2020年增长约65%</i>,高于之前60%的指导。(来自AMD看涨期权第三季度收益)对于一家告诉您预计2020财年同比增长65%的公司来说,很明显它已经取得了惊人的成果。因此,市场应该奖励AMD投资者。AMD股票在经历了年初的下跌后,显然一直跑赢大盘。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af9edf4c4d4b8055eee2f32456b6589d\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>AMD est. revenue and EBITDA mean consensus. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD东部时间。收入和EBITDA意味着共识。数据来源:标普资本智商</span></p></blockquote></p><p> However, we think investors need to consider how AMD will likely perform moving forward. Following its outstanding FQ3 report card, consensus estimates have also been revised upwards. AMD is estimated to post a revenue CAGR of 30.2% and an EBITDA CAGR of 50.4%. Compared to the company's FY21 revenue YoY growth guidance of 65%, it's a marked deceleration.</p><p><blockquote>然而,我们认为投资者需要考虑AMD未来的表现。继第三季度成绩单出色之后,共识预期也被上调。AMD预计收入复合年增长率为30.2%,EBITDA复合年增长率为50.4%。与该公司2021财年65%的收入同比增长指引相比,这是一个明显的减速。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/970fd9b4cebec404a6c9bcc8c5b18140\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"><span>AMD LTM revenue and EBITDA. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD LTM收入和EBITDA。数据来源:标普资本智商</span></p></blockquote></p><p> Importantly, AMD has also grown its LTM revenue and EBITDA by a CAGR of 31.2% and 160% over the last four years, respectively. Therefore, AMD is unlikely to post such monstrous growth moving forward. As a result, investors need to taper their expectations when considering buying its stock. They can't be expecting AMD to continue growing at such phenomenal growth rates incessantly. We know it sounds good, but it's simply not sustainable.</p><p><blockquote>重要的是,AMD的LTM收入和EBITDA在过去四年中也分别以31.2%和160%的复合年增长率增长。因此,AMD未来不太可能实现如此惊人的增长。因此,投资者在考虑购买其股票时需要降低预期。他们不能指望AMD继续以如此惊人的增长率不断增长。我们知道这听起来不错,但这根本不可持续。</blockquote></p><p> We can also observe from its FQ3 performance. Its segments' YoY growth was the slowest in FQ3'21 compared to the previous two quarters. So it's not slow per se, but the growth seems to be decelerating. Therefore, AMD investors, you have been reminded.</p><p><blockquote>我们也可以从它的FQ3表现中观察到。与前两个季度相比,其细分市场在21年第三季度的同比增长是最慢的。因此,它本身并不慢,但增长似乎正在减速。因此,AMD的投资者们,你们被提醒了。</blockquote></p><p> <b>Nvidia Is Expected To Post Slower Much Growth Than Before</b></p><p><blockquote><b>英伟达的增长预计将比以前慢得多</b></blockquote></p><p> Jensen Huang & Co. will release its FQ3'22 report card on 17 November. Its earnings conferences have often been highly anticipated events in the past. Its investors, PC geeks, and gamers love NVDA.</p><p><blockquote>黄仁勋公司将于11月17日发布22年第三季度成绩单。过去,其财报会议往往是备受期待的活动。它的投资者、PC极客和游戏玩家都喜欢NVDA。</blockquote></p><p> The company guided for $6.8B in FQ3 revenue on its previous earnings call. Consensus estimates are also in line with the company's guidance. However,in our previous Nvidia article, we highlighted that the company's revenue growth seems to be decelerating across its main segments.</p><p><blockquote>该公司在之前的收益看涨期权上预计第三季度收入为$6.8 B。共识估计也符合公司的指引。然而,在我们之前的英伟达文章中,我们强调了该公司主要细分市场的收入增长似乎正在减速。</blockquote></p><p> Datacenter growth fell to 35% YoY in FQ2'22. Moreover, Gaming has also demonstrated signs of deceleration. Its growth in FQ2 also slowed to 85% YoY. As a result, the company's overall revenue growth slowed to 68.3% YoY in FQ2.</p><p><blockquote>22年第二季度数据中心同比增长率降至35%。而且,游戏也出现了减速的迹象。第二季度的同比增长也放缓至85%。因此,该公司第二季度整体收入同比增速放缓至68.3%。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfa0d4e579274e870b43dadcb6aa0be7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>NVDA actual and est. quarterly revenue YoY growth. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA实际和预计。季度收入同比增长。数据来源:标普资本智商</span></p></blockquote></p><p> Notably, even with the recently revised estimates, Nvidia is expected to post slower YoY growth in FQ3'22 and beyond. In fact, the deceleration looks alarming. Investors might have to taper their expectations of NVDA's gangbusters growth momentum moving forward. Nothing goes up in one straight line forever. Moving forward, revenue comps will get increasingly harder for Jensen Huang & Co. to beat.</p><p><blockquote>值得注意的是,即使最近修订了预测,Nvidia预计在22年第三季度及以后的同比增长仍将放缓。事实上,减速看起来令人震惊。投资者可能不得不降低对NVDA未来强劲增长势头的预期。没有什么是永远直线上升的。展望未来,黄仁勋公司的收入竞争将变得越来越难以击败。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0873d94239c63b839b483644a71fe429\" tg-width=\"640\" tg-height=\"483\" referrerpolicy=\"no-referrer\"><span>NVDA earnings beats/misses. Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA盈利超出/未达到预期。资料来源:寻求Alpha Premium</span></p></blockquote></p><p> Notwithstanding, we recognize that NVDA might also be sandbagging expectations in its guidance. We noted that NVDA has only missed one quarterly estimate in the last four years. It's an almost flawless performance. Notably, while NVDA has consistently outperformed its guidance, those beats were not incredibly massive. What we meant is investors should not totally disregard the consensus estimates as out of line. They have been pretty accurate over time. So while NVDA might have sandbagged its previous guidance to overdeliver potentially, they had not overdone it.</p><p><blockquote>尽管如此,我们认识到NVDA也可能在其指导中降低预期。我们注意到,NVDA在过去四年中只未达到一个季度预期。这是一场近乎完美的表演。值得注意的是,虽然NVDA的表现一直优于其指导,但这些表现并不是令人难以置信的巨大。我们的意思是,投资者不应该完全忽视共识估计,认为这是不合理的。随着时间的推移,它们变得相当准确。因此,尽管NVDA可能已经将之前的指导意见沙袋化,以可能超额交付,但他们并没有做得太过分。</blockquote></p><p> We understand that some NVDA investors are anticipating its TAM expansion into its software stack, omniverse applications, and cloud-gaming expansion.</p><p><blockquote>我们了解到,一些NVDA投资者预计其TAM将扩展到其软件堆栈、omniverse应用程序和云游戏扩展。</blockquote></p><p> We recognize the incredible efforts invested by NVDA to transform itself into an AI company that has a huge GPU dominance. Coupled with its DPU and CPU forays, the hardware strategy looks very impressive. Moreover, Nvidia's AI Enterprise now offers its complete AI enterprise software suite to its customers. With the number of developers on its platform currently, we think its leadership is secure. The ecosystem will get even stronger over time as more developers come on board. If the company could pull through its Arm acquisition, we think there's no way that Intel or AMD could catch up.</p><p><blockquote>我们认识到NVDA为将自己转变为一家拥有巨大GPU主导地位的人工智能公司所付出的令人难以置信的努力。再加上其DPU和CPU的进军,硬件战略看起来非常令人印象深刻。此外,Nvidia的AI Enterprise现在向客户提供完整的AI Enterprise软件套件。鉴于目前其平台上的开发者数量,我们认为其领导地位是稳固的。随着时间的推移,随着更多开发者的加入,生态系统将变得更加强大。如果该公司能够完成对Arm的收购,我们认为英特尔或AMD不可能赶上。</blockquote></p><p> The main problem is that Nvidia couldn't/is not willing to put a timeline to<i>when they would derive meaningful revenues from its software stack.</i>Nvidia could only add recently: \"But as [we] said, what [we] quoted to you for both NVIDIA enterprise as well as for Omniverse enterprise as being multibillion-dollar opportunities, we see these as very real opportunities, right?\"</p><p><blockquote>主要问题是英伟达不能/不愿意设定时间表<i>当他们从其软件堆栈中获得有意义的收入时。</i>Nvidia最近只能补充道:“但正如[我们]所说,[我们]向您引用的NVIDIA enterprise和Omniverse enterprise价值数十亿美元的机会,我们认为这些都是非常真实的机会,对吗?”</blockquote></p><p> <b>So, Which Chip Stock Is The Better Buy?</b></p><p><blockquote><b>那么,哪只芯片股更好买呢?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97466fa7c05502ccb3d3fb348c1fbedd\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>AMD stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c3575f8db9aafef9a106f36114a1b7\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>NVDA stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> AMD stock currently trades at an EV/NTM EBITDA of 29.7x. Its 3Y NTM EBITDA mean read 30.8x. Therefore, investors can argue that AMD might seem fairly valued right now. In contrast, NVDA stock trades at an EV/NTM EBITDA of 53.5x. Its 3Y NTM EBITDA mean is 41.6x. Thus, the stock is trading at about 28.6% above its 3Y mean. Hence, we think NVDA stock looks overvalued right now. Coupled with potentially slower revenue growth moving forward, a poor quarter might induce potential value compressions. Otherwise, a potential overcapacity problem in 2023 might also hit NVDA stock hard due to its rich valuation.</p><p><blockquote>AMD股票目前的EV/NTM EBITDA为29.7倍。其3年NTM EBITDA平均值为30.8倍。因此,投资者可以说AMD目前的估值似乎相当合理。相比之下,NVDA股票的EV/NTM EBITDA为53.5倍。其3年NTM EBITDA平均值为41.6倍。因此,该股的交易价格比其3年平均水平高出约28.6%。因此,我们认为NVDA股票目前看起来被高估。再加上未来收入增长可能放缓,糟糕的季度可能会导致潜在的价值压缩。否则,2023年潜在的产能过剩问题也可能因其估值过高而严重打击NVDA股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/467ed7eaf7cb4b7aed414494c2110be8\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>INTC stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55716ccea92c6410434d2f1ab7d3ef15\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"><span>INTC stock LTM dividend yield. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC股票LTM股息收益率。数据来源:标普资本智商</span></p></blockquote></p><p> INTC stock trades at an EV/NTM EBITDA of 6.7x. It's markedly below its 3Y mean of 7.6x. Therefore, INTC is clearly a value play and not a growth play. It has also provided a respectable dividend yield for its investors over the years. As a result of its recent post-FQ3 sell-off, the annualized yield has recovered to 2.8%. INTC investors have been very comfortable sitting on its robust profitability and its solid dividend yields over the years. These value and dividend income investors don't invest in INTC stock for growth. They invest in it for its value and its dividends.</p><p><blockquote>INTC股票的EV/NTM EBITDA为6.7倍。这明显低于7.6倍的3年平均水平。因此,INTC显然是一种价值游戏,而不是一种增长游戏。多年来,它还为投资者提供了可观的股息收益率。由于最近第三季度后的抛售,年化收益率已恢复至2.8%。多年来,INTC投资者一直对其强劲的盈利能力和稳健的股息收益率感到非常满意。这些价值和股息收入投资者投资INTC股票并不是为了增长。他们投资它是为了它的价值和股息。</blockquote></p><p></p><p> Pat Gelsinger's ambitious growth plans have thrown them a curveball that they didn't expect. When Intel communicated that these plans would have a discernible impact on its profitability, they feared for their dividends. Perhaps, Gelsinger is banking on a turnover of its investor base. The company could potentially be a huge winner if it succeeds on its growth roadmap. Given that the expectations are so low now, it doesn't even have to be immensely successful for the stock to be re-rated upwards. The huge difference in the growth premium between INTC and its faster growth peers is eye-catching. We think investors who have patience and are willing to ride out the short-term volatility might find INTC stock attractively valued right now. Coupled with a 2.8% dividend yield, it adds more gloss to its premise. Adding on a potential growth re-rating, the stock certainly looks attractive.</p><p><blockquote>帕特·基辛格(Pat Gelsinger)雄心勃勃的增长计划给他们带来了意想不到的麻烦。当英特尔表示这些计划将对其盈利能力产生明显影响时,他们担心股息。也许,基辛格寄希望于其投资者基础的更替。如果该公司在增长路线图上取得成功,它可能会成为巨大的赢家。鉴于现在的预期如此之低,该股甚至不一定要取得巨大成功才能重新上调评级。INTC与增长更快的同行之间增长溢价的巨大差异引人注目。我们认为,有耐心并愿意度过短期波动的投资者可能会发现INTC股票目前的估值很有吸引力。再加上2.8%的股息收益率,为其前提增添了更多光彩。再加上潜在的增长重新评级,该股看起来确实很有吸引力。</blockquote></p><p> Despite that, INTC's long-term momentum has remained weak. The stock's long-term price action has also been much weaker than AMD stock. We recall that Buffett emphasized that he has no qualms about paying a fair price for a fantastic company.</p><p><blockquote>尽管如此,INTC的长期势头仍然疲软。该股的长期价格走势也远弱于AMD股票。我们记得巴菲特强调,他毫不犹豫地为一家出色的公司支付合理的价格。</blockquote></p><p> Therefore, we think <i>AMD stock represents our preferred Buy</i> for now.<i>INTC stock is also a Buy</i> for dividend and value investors. At the same time, we <i>retain our Neutral rating on NVDA</i>.</p><p><blockquote>因此,我们认为<i>AMD股票代表我们优先买入</i>就目前而言。<i>INTC股票也值得买入</i>对于股息和价值投资者。同时,我们<i>维持我们对NVDA的中性评级</i>.</blockquote></p><p> This article was written by JR Research.</p><p><blockquote>本文由JR Research撰写。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel, Nvidia, Or AMD: Which Chip Stock Is The Better Buy?<blockquote>英特尔、英伟达或AMD:哪只芯片股票更值得购买?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel, Nvidia, Or AMD: Which Chip Stock Is The Better Buy?<blockquote>英特尔、英伟达或AMD:哪只芯片股票更值得购买?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-29 11:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Intel reported a set of earnings that was pretty decent. However, the market was confused with its ambitious growth plans.</li> <li>Advanced Micro Devices continues its run of phenomenal results in FY21. Dr. Lisa Su & Co. is making the most out of Intel's stumbles.</li> <li>Nvidia will issue its FQ3 report card on 17 November. The company's growth momentum is expected to continue slowing down.</li> <li>We discuss which semiconductor stock is the better buy now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c8b907cc53a6667f686b7acaf873b0a\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>英特尔公布了一系列相当不错的收益。然而,市场对其雄心勃勃的增长计划感到困惑。</li><li>Advanced Micro Devices在2021财年继续取得惊人的业绩。苏丽莎博士公司正在充分利用英特尔的失误。</li><li>英伟达将于11月17日发布第三季度成绩单。预计公司增长势头将继续放缓。</li><li>我们讨论现在购买哪只半导体股票更好。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Advanced Micro Devices, Inc. (AMD) issued a fantastic FQ3 report card recently. The company also handily beat consensus estimates and reaffirmed AMD's position as one of the leading semiconductor companies.</p><p><blockquote>超微设备公司(AMD)最近发布了一份精彩的第三季度成绩单。该公司还轻松超出了市场普遍预期,并重申了AMD作为领先半导体公司之一的地位。</blockquote></p><p> Notably, the company made gains while Intel (INTC) reported a set of results that we thought were actually pretty fine. There were some concerns over underwhelming data center performance, but it was expected. However, the market didn't like what Pat Gelsinger & Co. telegraphed and thrashed the stock after earnings. Intel communicated what it would cost on its quest to retake its process node leadership. However, it seems that investors weren't sure about the company's ambitious plans. Coupled with weakened profitability and free cash flow prospects, some value-oriented investors seemed to have headed for the exit.</p><p><blockquote>值得注意的是,该公司取得了收益,而英特尔(INTC)报告了一系列我们认为实际上相当不错的业绩。人们对数据中心性能不佳存在一些担忧,但这是意料之中的。然而,市场并不喜欢帕特·基辛格公司(Pat Gelsinger&Co.)的电报,并在财报公布后大幅下跌该股。英特尔传达了重新夺回其工艺节点领导地位的成本。然而,投资者似乎并不确定该公司雄心勃勃的计划。再加上盈利能力和自由现金流前景减弱,一些价值导向型投资者似乎已走向退出。</blockquote></p><p> Nvidia (NVDA) will issue its FQ3 report card on 17 November. The company had previously guided for a strong quarter. Jensen Huang & Co. see \"sequential growth driven largely by accelerating demand in data center.\" The company also expects growth in each of its three markets, particularly in gaming. Investors' expectations are also high given AMD's robust performance. Hence, investors have eagerly anticipated NVDA's earnings release as NVDA stock pushed through a new all-time high (ATH) this week.</p><p><blockquote>Nvidia(NVDA)将于11月17日发布第三季度成绩单。该公司此前曾预计本季度业绩强劲。黄仁勋公司请参阅“环比增长主要是由数据中心需求加速推动的”。该公司还预计其三个市场都将增长,尤其是在游戏领域。鉴于AMD强劲的业绩,投资者的期望也很高。因此,随着NVDA股价本周创下历史新高(ATH),投资者热切期待NVDA的财报发布。</blockquote></p><p> We will discuss which semiconductor stock is the better buy now between them.</p><p><blockquote>我们将讨论他们之间现在购买哪只半导体股票更好。</blockquote></p><p> <b>INTC, NVDA, AMD Stock YTD Performance</b></p><p><blockquote><b>INTC、NVDA、AMD股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc276e3bd3b1b72a0413e8be2d14ebe3\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>INTC, NVDA, AMD stock YTD performance (as of 27 October 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC、NVDA、AMD股票年初至今表现(截至21年10月27日)。</span></p></blockquote></p><p> NVDA stock continues to enjoy a phenomenal year so far. The stock made a new ATH this week, as YTD returns surged to 87.3%. Bearish investors in NVDA can say all they want, but we have never adopted a bearish NVDA stock thesis. It just doesn't make sense. The stock has the best possible A+ in Seeking Alpha's momentum grade for the whole year. Hence, we really couldn't understand those bearish theses. AMD stock is in second place with a 33.3% YTD gain. It seems like the stock has lagged far behind NVDA stock's incredible performance. However, investors should consider the fact that AMD stock spent most of H1'21 in the red. Therefore, its huge momentum surge in H2'21 has been really impressive. Consequently, the stock's momentum is also given an A grade in Seeking Alpha.</p><p><blockquote>迄今为止,NVDA股票继续享受非凡的一年。该股本周创下新的ATH,年初至今回报率飙升至87.3%。看跌NVDA的投资者可以随心所欲地说,但我们从未采纳看跌NVDA股票的论点。这根本说不通。该股在Seeking Alpha全年动量评级中获得了最好的A+。因此,我们真的无法理解那些看跌的论点。AMD股票排名第二,年初至今上涨33.3%。该股似乎远远落后于NVDA股票令人难以置信的表现。然而,投资者应该考虑这样一个事实,即AMD股票在21年上半年的大部分时间里都处于亏损状态。因此,其在H2'21的巨大势头确实令人印象深刻。因此,该股的势头在Seeking Alpha中也被评为A级。</blockquote></p><p> In contrast, the perennial underperformer INTC stock continues to underperform. The stock started very brightly as it raced to a 40% YTD gain. However, its momentum has completely fizzled out. Currently, its YTD decline of 3.9% looks abysmal when compared to AMD stock and NVDA stock. In addition, Seeking Alpha also assigned it with a D+ rating in momentum.</p><p><blockquote>相比之下,长期表现不佳的INTC股票继续表现不佳。该股开局非常亮眼,年初至今上涨了40%。然而,它的势头已经完全消失了。目前,与AMD股票和NVDA股票相比,其年初至今下跌了3.9%,看起来糟透了。此外,Seeking Alpha还给予其动力D+评级。</blockquote></p><p> <b>Intel FQ3 Report Card Is Telling Of Its Weakening Leadership</b></p><p><blockquote><b>英特尔第三季度成绩单表明其领导力正在减弱</b></blockquote></p><p> There's little doubt that AMD has made the most of its recent dominance over Intel. However, what's more concerning to Intel investors, and likewise encouraging to AMD investors, is the clarity provided by their respective CEOs.</p><p><blockquote>毫无疑问,AMD充分利用了最近对英特尔的主导地位。然而,更令英特尔投资者担忧、同样令AMD投资者感到鼓舞的是他们各自首席执行官提供的明确性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f910460f850f7c0c3bd3508e0812fa7b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Intel LTM revenue by segment. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>英特尔LTM按细分市场划分的收入。数据来源:公司备案</span></p></blockquote></p><p> Intel reported another underwhelming quarter, but we don't think it was unexpected. Sure, the company's data center business (DCG) continues to disappoint compared to NVDA and AMD. However, INTC investors shouldn't be surprised.</p><p><blockquote>英特尔报告了另一个令人印象深刻的季度,但我们认为这并不意外。当然,与NVDA和AMD相比,该公司的数据中心业务(DCG)仍然令人失望。然而,INTC投资者不应该感到惊讶。</blockquote></p><p></p><p> DCG quarterly revenue YoY growth came in at 10% in FQ3. However, DCG revenue has been on a declining trend on a last-twelve-months (LTM) basis since FQ2'20.In a recent AMD article, we mentioned that Omdia estimated that AMD's data center share crossed 15% in Q2'21 for the first time in history. In retrospect, Intel had almost complete dominance in this segment just four years ago. It clearly shows how the critical stumbles from its former management have derailed its previously \"unassailable\" leadership. Now, Gelsinger & Co. are left with the unenviable task of trying to overturn Intel's sinking fortunes. With AMD having assumed the technological leadership at the expense of Intel, it certainly looks like an \"easy bet\" which the company will likely continue to outperform.</p><p><blockquote>第三季度DCG季度收入同比增长10%。然而,自20年第二季度以来,DCG收入在过去12个月(LTM)中一直呈下降趋势。在AMD最近的一篇文章中,我们提到Omdia估计AMD的数据中心份额在21年第二季度历史上首次突破15%。回想起来,就在四年前,英特尔在这一领域几乎完全占据主导地位。它清楚地表明,其前管理层的重大失误是如何破坏其先前“无懈可击”的领导地位的。现在,基辛格公司面临着一项不值得羡慕的任务,那就是试图扭转英特尔不断下滑的命运。随着AMD以牺牲英特尔为代价占据技术领先地位,这看起来肯定是一个“轻松的赌注”,该公司可能会继续跑赢大盘。</blockquote></p><p> Intel's client computing group's (CCG) performance was underwhelming in FQ3. Its revenue fell by 1.9% YoY and 4.4% QoQ, respectively. Notably, it came at a time when 2021 saw a strong resurgence in PC sales.In a recent Apple(AAPL) article, we mentioned that Apple's Mac segment had performed very well in 2021. In just the first three FQs, Mac has exceeded its revenue on a per FY basis over the last three years. Its resurgence is also in line with the trend observed in the industry.</p><p><blockquote>英特尔客户端计算部门(CCG)在第三季度的业绩表现不佳。其收入分别同比下降1.9%和环比下降4.4%。值得注意的是,这发生在2021年PC销量强劲复苏之际。在苹果(AAPL)最近的一篇文章中,我们提到苹果的Mac部门在2021年表现非常出色。仅在前三个FQ中,Mac就超过了过去三年每个财年的收入。它的复兴也符合业内观察到的趋势。</blockquote></p><p> Counterpoint Research noted that \"global PC shipments marked their sixth consecutive YoY growth in Q3 2021 at 84.2 million units. This came despite the ongoing component shortages and other supply constraints.\" Despite that, the firm also emphasized that \"the 9.3% YoY growth during [Q3] implied decelerating PC shipment momentum after four consecutive quarters of double-digit YoY growth since Q3 2020.\"</p><p><blockquote>Counterpoint Research指出,“2021年第三季度,全球PC出货量连续第六次同比增长,达到8420万台。尽管零部件短缺和其他供应限制持续存在,但这一情况还是出现了。”尽管如此,该公司还强调,“[第三季度]9.3%的同比增长意味着自2020年第三季度以来连续四个季度实现两位数同比增长后,PC出货量势头正在放缓。”</blockquote></p><p> Notwithstanding, Mac seems to have picked up strongly in CQ3. IDC reported that Apple's YoY shipment growth in CQ2 was 9.4%. Moreover, Counterpoint research pointed out that Mac YoY shipment growth accelerated to 10.6% in CQ3. Hence, it's interesting to note that Mac grew even faster than the industry average in CQ3. As a result, Mac's global market share grew to 8.7%.</p><p><blockquote>尽管如此,Mac似乎在第三季度表现强劲。IDC报告称,苹果第二季度出货量同比增长9.4%。此外,Counterpoint research指出,第三季度Mac同比出货量增长加速至10.6%。因此,有趣的是,Mac在第三季度的增长速度甚至超过了行业平均水平。因此,Mac的全球市场份额增长至8.7%。</blockquote></p><p> Therefore, it seems like Apple has been doing very well since it decoupled from Intel's chips. Even though Gelsinger remains optimistic about winning back Apple's business through \"better products\" in the future, the divorce looks to be \"finalized\" for now. But investors in semiconductor companies should remember that never say never when it comes to technological leadership. Intel is still a highly profitable company and therefore has the wherewithal and conviction to compete. Whether it can overturn AMD's and NVDA's leadership remains to be seen. But never write the company off so early on.</p><p><blockquote>因此,自与英特尔芯片脱钩以来,苹果似乎一直做得很好。尽管基辛格对未来通过“更好的产品”赢回苹果的业务仍然持乐观态度,但离婚案目前看起来已经“敲定”。但半导体公司的投资者应该记住,在技术领先方面,永远不要说永远。英特尔仍然是一家高利润的公司,因此拥有竞争所需的资金和信念。能否推翻AMD和NVDA的领先地位,还有待观察。但永远不要这么早就放弃公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c622b359fd3a73cac53c0e4410177c3\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\"><span>INTC and AMD LTM gross margins. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC和AMD LTM毛利率。数据来源:标普资本智商</span></p></blockquote></p><p> Pat Gelsinger has telegraphed a highly ambitious plan to assume technological leadership. It's mainly predicated on its \"five process nodes in four years\" quest to assume foundry leadership from Taiwan Semiconductor (TSM). In addition, the company is also willing to \"reset\" its gross margins to compete with AMD and NVDA at the same time. Outgoing CFO George Davis emphasized:</p><p><blockquote>帕特·基辛格(Pat Gelsinger)宣布了一项雄心勃勃的计划,以承担技术领先地位。这主要是基于其“四年内实现五个工艺节点”的追求,以取代台积电(TSM)的代工领导地位。此外,该公司还愿意“重置”毛利率,以同时与AMD和NVDA竞争。即将离任的首席财务官乔治·戴维斯强调:</blockquote></p><p> <i>We expect to see our revenue growth accelerate to a 10% to 12% CAGR over the next 4 to 5 years</i>. For gross margin, with the impact of our investment in capacity and the acceleration of our process technology, <i>we expect gross margins between 51% and 53% over the next 2 to 3 years</i>before moving upward. (from Intel Q3 earnings call) We find it interesting. Yes, the investments for process leadership and capacity expansion will affect its profitability. But Intel recognizes that it's at least a five-year process. At this time, is the company going to let Dr. Lisa Su & Co. take all the glory while Intel works out its troubles? Obviously not. Pat recognizes that he needs a stop-gap solution. Short of saying \"we are cutting prices now\" to compete with AMD, this is as close as it gets.</p><p><blockquote><i>我们预计未来4至5年我们的收入增长将加速至10%至12%的复合年增长率</i>就毛利率而言,受我们产能投资及工艺技术加速的影响,<i>我们预计未来2至3年毛利率将在51%至53%之间</i>在向上移动之前。(来自英特尔第三季度看涨期权收益)我们觉得这很有趣。是的,流程领先和产能扩张的投资将影响其盈利能力。但英特尔认识到这至少需要五年的时间。这个时候,公司是不是要让苏姿丰博士(Dr.Lisa Su&Co.)拿走所有的荣耀,而英特尔则解决它的麻烦?显然不是。帕特认识到他需要一个权宜之计。除了说“我们现在正在降价”来与AMD竞争之外,这已经是最接近的了。</blockquote></p><p> We also highlighted in our previous AMD article (published on 20 September) that \"Intel is recently reported to be ready to lower the prices for its data center chips. The move was deemed necessary \"to lure back data center operators that have switched to rival Advanced Micro Devices.\" Otherwise, how can Gelsinger & Co. be so confident in stopping the rot from AMD's continued success? Intel has telegraphed a highly ambitious plan to increase revenue by a CAGR of 10% to 12% over the next four to five years. Intel is trying to transform itself back into a growth company. If you want to grow and don't have technological leadership, you must give up some profits. That makes absolute sense.</p><p><blockquote>我们还在之前的AMD文章(9月20日发布)中强调,“据报道,英特尔最近准备降低其数据中心芯片的价格。此举被认为是必要的”,以吸引已转向竞争对手Advanced Micro Devices的数据中心运营商。”否则,基辛格公司怎么能如此自信地阻止AMD持续成功的颓势呢?英特尔宣布了一项雄心勃勃的计划,在未来四到五年内将收入以10%到12%的复合年增长率增长。英特尔正试图将自己变回一家成长型公司。如果你想增长,没有技术领先,你必须放弃一些利润。这完全有道理。</blockquote></p><p></p><p> The good thing is, Intel is already a highly profitable company. Its gross margins had declined markedly from the days when it posted margins north of 60%. However, its LTM margin of 56.3% is still significantly higher than AMD's 46.8%. Therefore, Intel's plans are credible. The company will now go head-on to compete with AMD in pricing while investing in assuming foundry leadership. Dr. Lisa Su & Co., you have been cautioned.</p><p><blockquote>好的一面是,英特尔已经是一家高利润的公司。其毛利率较利润率超过60%时明显下降。不过,其56.3%的LTM利润率仍明显高于AMD的46.8%。因此,英特尔的计划是可信的。该公司现在将在定价上与AMD正面竞争,同时投资占据代工领导地位。苏丽莎博士公司,你已经被警告了。</blockquote></p><p> <b>AMD Continues Its Gangbusters Growth</b></p><p><blockquote><b>AMD继续强劲增长</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fb460f1a24eeac1ff3e46cc0ebd78f3\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>AMD quarterly revenue by segment. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD按部门划分的季度收入。数据来源:公司备案</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5df5298fbc9733b0c0a8b1110c401ba\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>AMD revenue segments YoY growth. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD收入部门同比增长。数据来源:公司备案</span></p></blockquote></p><p> There's little doubt that Dr. Lisa Su & Co. have made the most of Intel's absolute mess. The company has been firing on all cylinders as it outperformed estimates easily. It continues to report tremendous strength in all its segments. FQ3 saw Advanced Micro Devices report 43.9% YoY growth in revenue for its computing and graphics business. Moreover, its enterprise, embedded, and semi-custom (EESC) segment continues its phenomenal run as AMD posted YoY revenue growth of 68.9%. Therefore, AMD has certainly made the most of Intel's losses in data center. Moreover, its computing and graphics growth has also been fantastic. AMD has undoubtedly grown much faster than the market.</p><p><blockquote>毫无疑问,Lisa Su&Co.充分利用了英特尔的绝对混乱。该公司一直在全力以赴,因为它的表现轻松超出了预期。它继续在所有领域展现出巨大的实力。Advanced Micro Devices报告第三季度计算和图形业务收入同比增长43.9%。此外,AMD的企业、嵌入式和半定制(EESC)部门继续保持惊人的表现,收入同比增长68.9%。因此,AMD当然充分利用了英特尔在数据中心方面的亏损。此外,它的计算和图形增长也非常出色。AMD的增长速度无疑比市场快得多。</blockquote></p><p> In fact, AMD continues to expect strong sequential growth into FQ4. AMD emphasized:</p><p><blockquote>事实上,AMD继续预计第四季度将实现强劲的环比增长。AMD强调:</blockquote></p><p> We expect revenue to be approximately $4.5 billion, plus or minus $100 million, an increase of approximately <i>39% year-over-year and approximately 4% sequentially</i>. The year-over-year increase is expected to be driven by growth across all businesses. The quarter-over-quarter increase is expected to be driven by higher server and semi-custom sales. For the full year 2021, <i>we now expect revenue to increase approximately 65% over 2020, driven by growth across all businesses</i>, up from the prior guidance of 60%. (from AMD FQ3 earnings call) For a company that tells you that it expects a 65% YoY growth over FY20, it's clear it has achieved phenomenal results. Therefore, the market should reward AMD investors. AMD stock has clearly been outperforming the market after its early-year stumbles.</p><p><blockquote>我们预计营收约为45亿美元,正负1亿美元,增长约<i>同比增长39%,环比增长约4%</i>预计同比增长将受到所有业务增长的推动。预计环比增长将受到服务器和半定制销售额增加的推动。2021年全年,<i>我们现在预计,在所有业务增长的推动下,收入将比2020年增长约65%</i>,高于之前60%的指导。(来自AMD看涨期权第三季度收益)对于一家告诉您预计2020财年同比增长65%的公司来说,很明显它已经取得了惊人的成果。因此,市场应该奖励AMD投资者。AMD股票在经历了年初的下跌后,显然一直跑赢大盘。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af9edf4c4d4b8055eee2f32456b6589d\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>AMD est. revenue and EBITDA mean consensus. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD东部时间。收入和EBITDA意味着共识。数据来源:标普资本智商</span></p></blockquote></p><p> However, we think investors need to consider how AMD will likely perform moving forward. Following its outstanding FQ3 report card, consensus estimates have also been revised upwards. AMD is estimated to post a revenue CAGR of 30.2% and an EBITDA CAGR of 50.4%. Compared to the company's FY21 revenue YoY growth guidance of 65%, it's a marked deceleration.</p><p><blockquote>然而,我们认为投资者需要考虑AMD未来的表现。继第三季度成绩单出色之后,共识预期也被上调。AMD预计收入复合年增长率为30.2%,EBITDA复合年增长率为50.4%。与该公司2021财年65%的收入同比增长指引相比,这是一个明显的减速。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/970fd9b4cebec404a6c9bcc8c5b18140\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"><span>AMD LTM revenue and EBITDA. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD LTM收入和EBITDA。数据来源:标普资本智商</span></p></blockquote></p><p> Importantly, AMD has also grown its LTM revenue and EBITDA by a CAGR of 31.2% and 160% over the last four years, respectively. Therefore, AMD is unlikely to post such monstrous growth moving forward. As a result, investors need to taper their expectations when considering buying its stock. They can't be expecting AMD to continue growing at such phenomenal growth rates incessantly. We know it sounds good, but it's simply not sustainable.</p><p><blockquote>重要的是,AMD的LTM收入和EBITDA在过去四年中也分别以31.2%和160%的复合年增长率增长。因此,AMD未来不太可能实现如此惊人的增长。因此,投资者在考虑购买其股票时需要降低预期。他们不能指望AMD继续以如此惊人的增长率不断增长。我们知道这听起来不错,但这根本不可持续。</blockquote></p><p> We can also observe from its FQ3 performance. Its segments' YoY growth was the slowest in FQ3'21 compared to the previous two quarters. So it's not slow per se, but the growth seems to be decelerating. Therefore, AMD investors, you have been reminded.</p><p><blockquote>我们也可以从它的FQ3表现中观察到。与前两个季度相比,其细分市场在21年第三季度的同比增长是最慢的。因此,它本身并不慢,但增长似乎正在减速。因此,AMD的投资者们,你们被提醒了。</blockquote></p><p> <b>Nvidia Is Expected To Post Slower Much Growth Than Before</b></p><p><blockquote><b>英伟达的增长预计将比以前慢得多</b></blockquote></p><p> Jensen Huang & Co. will release its FQ3'22 report card on 17 November. Its earnings conferences have often been highly anticipated events in the past. Its investors, PC geeks, and gamers love NVDA.</p><p><blockquote>黄仁勋公司将于11月17日发布22年第三季度成绩单。过去,其财报会议往往是备受期待的活动。它的投资者、PC极客和游戏玩家都喜欢NVDA。</blockquote></p><p> The company guided for $6.8B in FQ3 revenue on its previous earnings call. Consensus estimates are also in line with the company's guidance. However,in our previous Nvidia article, we highlighted that the company's revenue growth seems to be decelerating across its main segments.</p><p><blockquote>该公司在之前的收益看涨期权上预计第三季度收入为$6.8 B。共识估计也符合公司的指引。然而,在我们之前的英伟达文章中,我们强调了该公司主要细分市场的收入增长似乎正在减速。</blockquote></p><p> Datacenter growth fell to 35% YoY in FQ2'22. Moreover, Gaming has also demonstrated signs of deceleration. Its growth in FQ2 also slowed to 85% YoY. As a result, the company's overall revenue growth slowed to 68.3% YoY in FQ2.</p><p><blockquote>22年第二季度数据中心同比增长率降至35%。而且,游戏也出现了减速的迹象。第二季度的同比增长也放缓至85%。因此,该公司第二季度整体收入同比增速放缓至68.3%。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfa0d4e579274e870b43dadcb6aa0be7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>NVDA actual and est. quarterly revenue YoY growth. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA实际和预计。季度收入同比增长。数据来源:标普资本智商</span></p></blockquote></p><p> Notably, even with the recently revised estimates, Nvidia is expected to post slower YoY growth in FQ3'22 and beyond. In fact, the deceleration looks alarming. Investors might have to taper their expectations of NVDA's gangbusters growth momentum moving forward. Nothing goes up in one straight line forever. Moving forward, revenue comps will get increasingly harder for Jensen Huang & Co. to beat.</p><p><blockquote>值得注意的是,即使最近修订了预测,Nvidia预计在22年第三季度及以后的同比增长仍将放缓。事实上,减速看起来令人震惊。投资者可能不得不降低对NVDA未来强劲增长势头的预期。没有什么是永远直线上升的。展望未来,黄仁勋公司的收入竞争将变得越来越难以击败。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0873d94239c63b839b483644a71fe429\" tg-width=\"640\" tg-height=\"483\" referrerpolicy=\"no-referrer\"><span>NVDA earnings beats/misses. Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA盈利超出/未达到预期。资料来源:寻求Alpha Premium</span></p></blockquote></p><p> Notwithstanding, we recognize that NVDA might also be sandbagging expectations in its guidance. We noted that NVDA has only missed one quarterly estimate in the last four years. It's an almost flawless performance. Notably, while NVDA has consistently outperformed its guidance, those beats were not incredibly massive. What we meant is investors should not totally disregard the consensus estimates as out of line. They have been pretty accurate over time. So while NVDA might have sandbagged its previous guidance to overdeliver potentially, they had not overdone it.</p><p><blockquote>尽管如此,我们认识到NVDA也可能在其指导中降低预期。我们注意到,NVDA在过去四年中只未达到一个季度预期。这是一场近乎完美的表演。值得注意的是,虽然NVDA的表现一直优于其指导,但这些表现并不是令人难以置信的巨大。我们的意思是,投资者不应该完全忽视共识估计,认为这是不合理的。随着时间的推移,它们变得相当准确。因此,尽管NVDA可能已经将之前的指导意见沙袋化,以可能超额交付,但他们并没有做得太过分。</blockquote></p><p> We understand that some NVDA investors are anticipating its TAM expansion into its software stack, omniverse applications, and cloud-gaming expansion.</p><p><blockquote>我们了解到,一些NVDA投资者预计其TAM将扩展到其软件堆栈、omniverse应用程序和云游戏扩展。</blockquote></p><p> We recognize the incredible efforts invested by NVDA to transform itself into an AI company that has a huge GPU dominance. Coupled with its DPU and CPU forays, the hardware strategy looks very impressive. Moreover, Nvidia's AI Enterprise now offers its complete AI enterprise software suite to its customers. With the number of developers on its platform currently, we think its leadership is secure. The ecosystem will get even stronger over time as more developers come on board. If the company could pull through its Arm acquisition, we think there's no way that Intel or AMD could catch up.</p><p><blockquote>我们认识到NVDA为将自己转变为一家拥有巨大GPU主导地位的人工智能公司所付出的令人难以置信的努力。再加上其DPU和CPU的进军,硬件战略看起来非常令人印象深刻。此外,Nvidia的AI Enterprise现在向客户提供完整的AI Enterprise软件套件。鉴于目前其平台上的开发者数量,我们认为其领导地位是稳固的。随着时间的推移,随着更多开发者的加入,生态系统将变得更加强大。如果该公司能够完成对Arm的收购,我们认为英特尔或AMD不可能赶上。</blockquote></p><p> The main problem is that Nvidia couldn't/is not willing to put a timeline to<i>when they would derive meaningful revenues from its software stack.</i>Nvidia could only add recently: \"But as [we] said, what [we] quoted to you for both NVIDIA enterprise as well as for Omniverse enterprise as being multibillion-dollar opportunities, we see these as very real opportunities, right?\"</p><p><blockquote>主要问题是英伟达不能/不愿意设定时间表<i>当他们从其软件堆栈中获得有意义的收入时。</i>Nvidia最近只能补充道:“但正如[我们]所说,[我们]向您引用的NVIDIA enterprise和Omniverse enterprise价值数十亿美元的机会,我们认为这些都是非常真实的机会,对吗?”</blockquote></p><p> <b>So, Which Chip Stock Is The Better Buy?</b></p><p><blockquote><b>那么,哪只芯片股更好买呢?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97466fa7c05502ccb3d3fb348c1fbedd\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>AMD stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c3575f8db9aafef9a106f36114a1b7\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>NVDA stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> AMD stock currently trades at an EV/NTM EBITDA of 29.7x. Its 3Y NTM EBITDA mean read 30.8x. Therefore, investors can argue that AMD might seem fairly valued right now. In contrast, NVDA stock trades at an EV/NTM EBITDA of 53.5x. Its 3Y NTM EBITDA mean is 41.6x. Thus, the stock is trading at about 28.6% above its 3Y mean. Hence, we think NVDA stock looks overvalued right now. Coupled with potentially slower revenue growth moving forward, a poor quarter might induce potential value compressions. Otherwise, a potential overcapacity problem in 2023 might also hit NVDA stock hard due to its rich valuation.</p><p><blockquote>AMD股票目前的EV/NTM EBITDA为29.7倍。其3年NTM EBITDA平均值为30.8倍。因此,投资者可以说AMD目前的估值似乎相当合理。相比之下,NVDA股票的EV/NTM EBITDA为53.5倍。其3年NTM EBITDA平均值为41.6倍。因此,该股的交易价格比其3年平均水平高出约28.6%。因此,我们认为NVDA股票目前看起来被高估。再加上未来收入增长可能放缓,糟糕的季度可能会导致潜在的价值压缩。否则,2023年潜在的产能过剩问题也可能因其估值过高而严重打击NVDA股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/467ed7eaf7cb4b7aed414494c2110be8\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>INTC stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55716ccea92c6410434d2f1ab7d3ef15\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"><span>INTC stock LTM dividend yield. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC股票LTM股息收益率。数据来源:标普资本智商</span></p></blockquote></p><p> INTC stock trades at an EV/NTM EBITDA of 6.7x. It's markedly below its 3Y mean of 7.6x. Therefore, INTC is clearly a value play and not a growth play. It has also provided a respectable dividend yield for its investors over the years. As a result of its recent post-FQ3 sell-off, the annualized yield has recovered to 2.8%. INTC investors have been very comfortable sitting on its robust profitability and its solid dividend yields over the years. These value and dividend income investors don't invest in INTC stock for growth. They invest in it for its value and its dividends.</p><p><blockquote>INTC股票的EV/NTM EBITDA为6.7倍。这明显低于7.6倍的3年平均水平。因此,INTC显然是一种价值游戏,而不是一种增长游戏。多年来,它还为投资者提供了可观的股息收益率。由于最近第三季度后的抛售,年化收益率已恢复至2.8%。多年来,INTC投资者一直对其强劲的盈利能力和稳健的股息收益率感到非常满意。这些价值和股息收入投资者投资INTC股票并不是为了增长。他们投资它是为了它的价值和股息。</blockquote></p><p></p><p> Pat Gelsinger's ambitious growth plans have thrown them a curveball that they didn't expect. When Intel communicated that these plans would have a discernible impact on its profitability, they feared for their dividends. Perhaps, Gelsinger is banking on a turnover of its investor base. The company could potentially be a huge winner if it succeeds on its growth roadmap. Given that the expectations are so low now, it doesn't even have to be immensely successful for the stock to be re-rated upwards. The huge difference in the growth premium between INTC and its faster growth peers is eye-catching. We think investors who have patience and are willing to ride out the short-term volatility might find INTC stock attractively valued right now. Coupled with a 2.8% dividend yield, it adds more gloss to its premise. Adding on a potential growth re-rating, the stock certainly looks attractive.</p><p><blockquote>帕特·基辛格(Pat Gelsinger)雄心勃勃的增长计划给他们带来了意想不到的麻烦。当英特尔表示这些计划将对其盈利能力产生明显影响时,他们担心股息。也许,基辛格寄希望于其投资者基础的更替。如果该公司在增长路线图上取得成功,它可能会成为巨大的赢家。鉴于现在的预期如此之低,该股甚至不一定要取得巨大成功才能重新上调评级。INTC与增长更快的同行之间增长溢价的巨大差异引人注目。我们认为,有耐心并愿意度过短期波动的投资者可能会发现INTC股票目前的估值很有吸引力。再加上2.8%的股息收益率,为其前提增添了更多光彩。再加上潜在的增长重新评级,该股看起来确实很有吸引力。</blockquote></p><p> Despite that, INTC's long-term momentum has remained weak. The stock's long-term price action has also been much weaker than AMD stock. We recall that Buffett emphasized that he has no qualms about paying a fair price for a fantastic company.</p><p><blockquote>尽管如此,INTC的长期势头仍然疲软。该股的长期价格走势也远弱于AMD股票。我们记得巴菲特强调,他毫不犹豫地为一家出色的公司支付合理的价格。</blockquote></p><p> Therefore, we think <i>AMD stock represents our preferred Buy</i> for now.<i>INTC stock is also a Buy</i> for dividend and value investors. At the same time, we <i>retain our Neutral rating on NVDA</i>.</p><p><blockquote>因此,我们认为<i>AMD股票代表我们优先买入</i>就目前而言。<i>INTC股票也值得买入</i>对于股息和价值投资者。同时,我们<i>维持我们对NVDA的中性评级</i>.</blockquote></p><p> This article was written by JR Research.</p><p><blockquote>本文由JR Research撰写。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4463134-intel-nvidia-amd-chip-stock-better-buy\">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":{"AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4463134-intel-nvidia-amd-chip-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122237204","content_text":"Summary\n\nIntel reported a set of earnings that was pretty decent. However, the market was confused with its ambitious growth plans.\nAdvanced Micro Devices continues its run of phenomenal results in FY21. Dr. Lisa Su & Co. is making the most out of Intel's stumbles.\nNvidia will issue its FQ3 report card on 17 November. The company's growth momentum is expected to continue slowing down.\nWe discuss which semiconductor stock is the better buy now.\n\nSundry Photography/iStock Editorial via Getty Images\nInvestment Thesis\nAdvanced Micro Devices, Inc. (AMD) issued a fantastic FQ3 report card recently. The company also handily beat consensus estimates and reaffirmed AMD's position as one of the leading semiconductor companies.\nNotably, the company made gains while Intel (INTC) reported a set of results that we thought were actually pretty fine. There were some concerns over underwhelming data center performance, but it was expected. However, the market didn't like what Pat Gelsinger & Co. telegraphed and thrashed the stock after earnings. Intel communicated what it would cost on its quest to retake its process node leadership. However, it seems that investors weren't sure about the company's ambitious plans. Coupled with weakened profitability and free cash flow prospects, some value-oriented investors seemed to have headed for the exit.\nNvidia (NVDA) will issue its FQ3 report card on 17 November. The company had previously guided for a strong quarter. Jensen Huang & Co. see \"sequential growth driven largely by accelerating demand in data center.\" The company also expects growth in each of its three markets, particularly in gaming. Investors' expectations are also high given AMD's robust performance. Hence, investors have eagerly anticipated NVDA's earnings release as NVDA stock pushed through a new all-time high (ATH) this week.\nWe will discuss which semiconductor stock is the better buy now between them.\nINTC, NVDA, AMD Stock YTD Performance\nINTC, NVDA, AMD stock YTD performance (as of 27 October 21).\nNVDA stock continues to enjoy a phenomenal year so far. The stock made a new ATH this week, as YTD returns surged to 87.3%. Bearish investors in NVDA can say all they want, but we have never adopted a bearish NVDA stock thesis. It just doesn't make sense. The stock has the best possible A+ in Seeking Alpha's momentum grade for the whole year. Hence, we really couldn't understand those bearish theses. AMD stock is in second place with a 33.3% YTD gain. It seems like the stock has lagged far behind NVDA stock's incredible performance. However, investors should consider the fact that AMD stock spent most of H1'21 in the red. Therefore, its huge momentum surge in H2'21 has been really impressive. Consequently, the stock's momentum is also given an A grade in Seeking Alpha.\nIn contrast, the perennial underperformer INTC stock continues to underperform. The stock started very brightly as it raced to a 40% YTD gain. However, its momentum has completely fizzled out. Currently, its YTD decline of 3.9% looks abysmal when compared to AMD stock and NVDA stock. In addition, Seeking Alpha also assigned it with a D+ rating in momentum.\nIntel FQ3 Report Card Is Telling Of Its Weakening Leadership\nThere's little doubt that AMD has made the most of its recent dominance over Intel. However, what's more concerning to Intel investors, and likewise encouraging to AMD investors, is the clarity provided by their respective CEOs.\nIntel LTM revenue by segment. Data source: Company filings\nIntel reported another underwhelming quarter, but we don't think it was unexpected. Sure, the company's data center business (DCG) continues to disappoint compared to NVDA and AMD. However, INTC investors shouldn't be surprised.\nDCG quarterly revenue YoY growth came in at 10% in FQ3. However, DCG revenue has been on a declining trend on a last-twelve-months (LTM) basis since FQ2'20.In a recent AMD article, we mentioned that Omdia estimated that AMD's data center share crossed 15% in Q2'21 for the first time in history. In retrospect, Intel had almost complete dominance in this segment just four years ago. It clearly shows how the critical stumbles from its former management have derailed its previously \"unassailable\" leadership. Now, Gelsinger & Co. are left with the unenviable task of trying to overturn Intel's sinking fortunes. With AMD having assumed the technological leadership at the expense of Intel, it certainly looks like an \"easy bet\" which the company will likely continue to outperform.\nIntel's client computing group's (CCG) performance was underwhelming in FQ3. Its revenue fell by 1.9% YoY and 4.4% QoQ, respectively. Notably, it came at a time when 2021 saw a strong resurgence in PC sales.In a recent Apple(AAPL) article, we mentioned that Apple's Mac segment had performed very well in 2021. In just the first three FQs, Mac has exceeded its revenue on a per FY basis over the last three years. Its resurgence is also in line with the trend observed in the industry.\nCounterpoint Research noted that \"global PC shipments marked their sixth consecutive YoY growth in Q3 2021 at 84.2 million units. This came despite the ongoing component shortages and other supply constraints.\" Despite that, the firm also emphasized that \"the 9.3% YoY growth during [Q3] implied decelerating PC shipment momentum after four consecutive quarters of double-digit YoY growth since Q3 2020.\"\nNotwithstanding, Mac seems to have picked up strongly in CQ3. IDC reported that Apple's YoY shipment growth in CQ2 was 9.4%. Moreover, Counterpoint research pointed out that Mac YoY shipment growth accelerated to 10.6% in CQ3. Hence, it's interesting to note that Mac grew even faster than the industry average in CQ3. As a result, Mac's global market share grew to 8.7%.\nTherefore, it seems like Apple has been doing very well since it decoupled from Intel's chips. Even though Gelsinger remains optimistic about winning back Apple's business through \"better products\" in the future, the divorce looks to be \"finalized\" for now. But investors in semiconductor companies should remember that never say never when it comes to technological leadership. Intel is still a highly profitable company and therefore has the wherewithal and conviction to compete. Whether it can overturn AMD's and NVDA's leadership remains to be seen. But never write the company off so early on.\nINTC and AMD LTM gross margins. Data source: S&P Capital IQ\nPat Gelsinger has telegraphed a highly ambitious plan to assume technological leadership. It's mainly predicated on its \"five process nodes in four years\" quest to assume foundry leadership from Taiwan Semiconductor (TSM). In addition, the company is also willing to \"reset\" its gross margins to compete with AMD and NVDA at the same time. Outgoing CFO George Davis emphasized:\n\nWe expect to see our revenue growth accelerate to a 10% to 12% CAGR over the next 4 to 5 years. For gross margin, with the impact of our investment in capacity and the acceleration of our process technology, \n we expect gross margins between 51% and 53% over the next 2 to 3 yearsbefore moving upward. (from Intel Q3 earnings call)\n\nWe find it interesting. Yes, the investments for process leadership and capacity expansion will affect its profitability. But Intel recognizes that it's at least a five-year process. At this time, is the company going to let Dr. Lisa Su & Co. take all the glory while Intel works out its troubles? Obviously not. Pat recognizes that he needs a stop-gap solution. Short of saying \"we are cutting prices now\" to compete with AMD, this is as close as it gets.\nWe also highlighted in our previous AMD article (published on 20 September) that \"Intel is recently reported to be ready to lower the prices for its data center chips. The move was deemed necessary \"to lure back data center operators that have switched to rival Advanced Micro Devices.\" Otherwise, how can Gelsinger & Co. be so confident in stopping the rot from AMD's continued success? Intel has telegraphed a highly ambitious plan to increase revenue by a CAGR of 10% to 12% over the next four to five years. Intel is trying to transform itself back into a growth company. If you want to grow and don't have technological leadership, you must give up some profits. That makes absolute sense.\nThe good thing is, Intel is already a highly profitable company. Its gross margins had declined markedly from the days when it posted margins north of 60%. However, its LTM margin of 56.3% is still significantly higher than AMD's 46.8%. Therefore, Intel's plans are credible. The company will now go head-on to compete with AMD in pricing while investing in assuming foundry leadership. Dr. Lisa Su & Co., you have been cautioned.\nAMD Continues Its Gangbusters Growth\nAMD quarterly revenue by segment. Data source: Company filings\nAMD revenue segments YoY growth. Data source: Company filings\nThere's little doubt that Dr. Lisa Su & Co. have made the most of Intel's absolute mess. The company has been firing on all cylinders as it outperformed estimates easily. It continues to report tremendous strength in all its segments. FQ3 saw Advanced Micro Devices report 43.9% YoY growth in revenue for its computing and graphics business. Moreover, its enterprise, embedded, and semi-custom (EESC) segment continues its phenomenal run as AMD posted YoY revenue growth of 68.9%. Therefore, AMD has certainly made the most of Intel's losses in data center. Moreover, its computing and graphics growth has also been fantastic. AMD has undoubtedly grown much faster than the market.\nIn fact, AMD continues to expect strong sequential growth into FQ4. AMD emphasized:\n\n We expect revenue to be approximately $4.5 billion, plus or minus $100 million, an increase of approximately \n 39% year-over-year and approximately 4% sequentially. The year-over-year increase is expected to be driven by growth across all businesses. The quarter-over-quarter increase is expected to be driven by higher server and semi-custom sales. For the full year 2021, \n we now expect revenue to increase approximately 65% over 2020, driven by growth across all businesses, up from the prior guidance of 60%. (from AMD FQ3 earnings call)\n\nFor a company that tells you that it expects a 65% YoY growth over FY20, it's clear it has achieved phenomenal results. Therefore, the market should reward AMD investors. AMD stock has clearly been outperforming the market after its early-year stumbles.\nAMD est. revenue and EBITDA mean consensus. Data source: S&P Capital IQ\nHowever, we think investors need to consider how AMD will likely perform moving forward. Following its outstanding FQ3 report card, consensus estimates have also been revised upwards. AMD is estimated to post a revenue CAGR of 30.2% and an EBITDA CAGR of 50.4%. Compared to the company's FY21 revenue YoY growth guidance of 65%, it's a marked deceleration.\nAMD LTM revenue and EBITDA. Data source: S&P Capital IQ\nImportantly, AMD has also grown its LTM revenue and EBITDA by a CAGR of 31.2% and 160% over the last four years, respectively. Therefore, AMD is unlikely to post such monstrous growth moving forward. As a result, investors need to taper their expectations when considering buying its stock. They can't be expecting AMD to continue growing at such phenomenal growth rates incessantly. We know it sounds good, but it's simply not sustainable.\nWe can also observe from its FQ3 performance. Its segments' YoY growth was the slowest in FQ3'21 compared to the previous two quarters. So it's not slow per se, but the growth seems to be decelerating. Therefore, AMD investors, you have been reminded.\nNvidia Is Expected To Post Slower Much Growth Than Before\nJensen Huang & Co. will release its FQ3'22 report card on 17 November. Its earnings conferences have often been highly anticipated events in the past. Its investors, PC geeks, and gamers love NVDA.\nThe company guided for $6.8B in FQ3 revenue on its previous earnings call. Consensus estimates are also in line with the company's guidance. However,in our previous Nvidia article, we highlighted that the company's revenue growth seems to be decelerating across its main segments.\nDatacenter growth fell to 35% YoY in FQ2'22. Moreover, Gaming has also demonstrated signs of deceleration. Its growth in FQ2 also slowed to 85% YoY. As a result, the company's overall revenue growth slowed to 68.3% YoY in FQ2.\nNVDA actual and est. quarterly revenue YoY growth. Data source: S&P Capital IQ\nNotably, even with the recently revised estimates, Nvidia is expected to post slower YoY growth in FQ3'22 and beyond. In fact, the deceleration looks alarming. Investors might have to taper their expectations of NVDA's gangbusters growth momentum moving forward. Nothing goes up in one straight line forever. Moving forward, revenue comps will get increasingly harder for Jensen Huang & Co. to beat.\nNVDA earnings beats/misses. Source: Seeking Alpha Premium\nNotwithstanding, we recognize that NVDA might also be sandbagging expectations in its guidance. We noted that NVDA has only missed one quarterly estimate in the last four years. It's an almost flawless performance. Notably, while NVDA has consistently outperformed its guidance, those beats were not incredibly massive. What we meant is investors should not totally disregard the consensus estimates as out of line. They have been pretty accurate over time. So while NVDA might have sandbagged its previous guidance to overdeliver potentially, they had not overdone it.\nWe understand that some NVDA investors are anticipating its TAM expansion into its software stack, omniverse applications, and cloud-gaming expansion.\nWe recognize the incredible efforts invested by NVDA to transform itself into an AI company that has a huge GPU dominance. Coupled with its DPU and CPU forays, the hardware strategy looks very impressive. Moreover, Nvidia's AI Enterprise now offers its complete AI enterprise software suite to its customers. With the number of developers on its platform currently, we think its leadership is secure. The ecosystem will get even stronger over time as more developers come on board. If the company could pull through its Arm acquisition, we think there's no way that Intel or AMD could catch up.\nThe main problem is that Nvidia couldn't/is not willing to put a timeline towhen they would derive meaningful revenues from its software stack.Nvidia could only add recently: \"But as [we] said, what [we] quoted to you for both NVIDIA enterprise as well as for Omniverse enterprise as being multibillion-dollar opportunities, we see these as very real opportunities, right?\"\nSo, Which Chip Stock Is The Better Buy?\nAMD stock EV/NTM EBITDA 3Y mean.\nNVDA stock EV/NTM EBITDA 3Y mean.\nAMD stock currently trades at an EV/NTM EBITDA of 29.7x. Its 3Y NTM EBITDA mean read 30.8x. Therefore, investors can argue that AMD might seem fairly valued right now. In contrast, NVDA stock trades at an EV/NTM EBITDA of 53.5x. Its 3Y NTM EBITDA mean is 41.6x. Thus, the stock is trading at about 28.6% above its 3Y mean. Hence, we think NVDA stock looks overvalued right now. Coupled with potentially slower revenue growth moving forward, a poor quarter might induce potential value compressions. Otherwise, a potential overcapacity problem in 2023 might also hit NVDA stock hard due to its rich valuation.\nINTC stock EV/NTM EBITDA 3Y mean.\nINTC stock LTM dividend yield. Data source: S&P Capital IQ\nINTC stock trades at an EV/NTM EBITDA of 6.7x. It's markedly below its 3Y mean of 7.6x. Therefore, INTC is clearly a value play and not a growth play. It has also provided a respectable dividend yield for its investors over the years. As a result of its recent post-FQ3 sell-off, the annualized yield has recovered to 2.8%. INTC investors have been very comfortable sitting on its robust profitability and its solid dividend yields over the years. These value and dividend income investors don't invest in INTC stock for growth. They invest in it for its value and its dividends.\nPat Gelsinger's ambitious growth plans have thrown them a curveball that they didn't expect. When Intel communicated that these plans would have a discernible impact on its profitability, they feared for their dividends. Perhaps, Gelsinger is banking on a turnover of its investor base. The company could potentially be a huge winner if it succeeds on its growth roadmap. Given that the expectations are so low now, it doesn't even have to be immensely successful for the stock to be re-rated upwards. The huge difference in the growth premium between INTC and its faster growth peers is eye-catching. We think investors who have patience and are willing to ride out the short-term volatility might find INTC stock attractively valued right now. Coupled with a 2.8% dividend yield, it adds more gloss to its premise. Adding on a potential growth re-rating, the stock certainly looks attractive.\nDespite that, INTC's long-term momentum has remained weak. The stock's long-term price action has also been much weaker than AMD stock. We recall that Buffett emphasized that he has no qualms about paying a fair price for a fantastic company.\nTherefore, we think AMD stock represents our preferred Buy for now.INTC stock is also a Buy for dividend and value investors. At the same time, we retain our Neutral rating on NVDA.\nThis article was written by JR Research.","news_type":1,"symbols_score_info":{"AMD":0.9,"NVDA":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852917557,"gmtCreate":1635234758821,"gmtModify":1635234759171,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks!","listText":"Please like, thanks!","text":"Please like, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852917557","repostId":"2177412181","repostType":4,"repost":{"id":"2177412181","kind":"highlight","pubTimestamp":1635219132,"share":"https://www.laohu8.com/m/news/2177412181?lang=zh_CN&edition=full","pubTime":"2021-10-26 11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD盈利预览:在英特尔连续两个季度下滑后,分析师现在指出,由于英特尔的利润率预计将萎缩,AMD的利润率将不断增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc.不断增长的Epyc服务器芯片系列最近几个季度一直是华尔街的热门话题,但在本季度的收益报告中,这可能会转向毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>超微设备公司(Advanced Micro Devices Inc.)将紧随英特尔公司(Intel Corp.)发布另一份粗略的收益报告,并可能再次在给其规模更大的竞争对手带来痛苦的领域显示收益。</blockquote></p><p> AMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD定于周二收盘后公布第三季度收益,此前英特尔周四公布的收益超出预期,但随着收入的公布,这几乎无关紧要。对分析师来说,更重要的是英特尔预测未来几年利润率将下降,因为其首席执行官加倍投资新的制造能力,试图重新夺回其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调,以及英特尔自这家芯片领导者表示将推迟下一代芯片以来最糟糕的单日表现,这一声明当时引发了更多投资者对AMD的支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein分析师Stacy Rasgon对AMD给予市场表现评级,目标价为110美元,她表示AMD将继续受益于英特尔的转型,并呼吁人们关注英特尔看涨期权期间备受关注的AMD指标之一:毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示:“我们认为,未来华尔街的毛利率预期似乎并不激进(这不是我们通常对AMD所说的),该公司现在(有史以来第一次)开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次凸显了英特尔和AMD如何相互转型:英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降,尽管该公司保证未来几年利润率将保持在50%以上。与此同时,AMD的毛利率一直在上升,很可能会突破50%,如果不是在这份收益报告中,那么很快就会突破50%。三个月前,AMD公布的毛利率为48%,高于上一年的44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小竞争对手”,但这一差距已经稳步缩小了一段时间。截至周五收盘,AMD市值为1453.4亿美元,占英特尔2006.6亿美元市值的近73%。就在去年夏天,AMD 1115亿美元的估值略高于英特尔2195亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的是数据中心销售,该销售最终在本季度实现了增长。在过去的两个季度中,英特尔在这一日益重要的类别中的销售额同比大幅下降,而AMD的销售额则增长了一倍多。这就提出了一个问题:英特尔是否夺回了一些市场份额,或者数据中心的销售是否总体上更好,AMD的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益:</b>在FactSet调查的34名分析师中,AMD平均预计调整后每股收益为66美分,高于去年同期的每股41美分。Estimize是一个软件平台,众包对冲基金高管、券商、买方分析师和其他人对评级每股收益72美分的估计。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入:</b>在FactSet调查的32名分析师中,AMD平均预计营收为41.1亿美元,高于去年同期的28亿美元。AMD此前预测为40亿至42亿美元。Estimize预计营收为42.2亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动:</b>尽管AMD在过去五份季度报告中的盈利和销售额均超出了华尔街的预期,但该股仅在第二天上涨了两次,分别是大约三个月前和五个季度前该股上涨了近13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD股价第三季度上涨9.6%。相比之下,PHLX半导体指数下跌2.6%,标普500指数上涨0.2%,以科技股为主的纳斯达克综合指数下跌0.4%。周五,也就是英特尔发布报告的第二天,AMD股价收于119.82美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen分析师马修·拉姆齐(Matthew Ramsay)对AMD给予跑赢大盘评级,目标价为120美元,他表示“正在寻找更多同样的结果”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>Ramsay表示:“我们将继续关注PC市场,寻找需求放缓或供应改善的迹象。”“短期内,我们看到Chromebook以外的需求具有弹性,但更倾向于对2022年采取谨慎/不可知论的观点,就像AMD在上一次看涨期权中采取的那样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候,研究公司发布的数据显示,疫情推动的个人电脑出货量增长已大幅放缓,因为世界不仅面临芯片短缺问题,还面临整体供应链问题。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售额方面,Ramsay更加乐观地估计该细分市场将占销售额的25%以上,而一年前这一比例还不到20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>拉姆齐表示:“我们相信数据中心超过AMD四分之一的业务可能会引起投资者的关注。”“我们提醒投资者,AMD最重要的业务仍然是数据中心,我们估计该业务在2020年翻了一番,首席执行官Lisa Su指出,她预计2021年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级,目标价为130美元,他表示,他预计企业和服务器销售将推动另一个稳健的季度,但“鉴于PC市场放缓,我们预计管理层不会提高他们的财务业绩。”正如他们在去年的多次更新中所做的那样,顶线指导。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此,魅兰预计AMD在台式机和笔记本电脑以及企业级和游戏PC领域的份额将从英特尔增长。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在关注AMD的39名分析师中,23名分析师给予买入或跑赢大盘评级,16名分析师给予持有评级,平均目标价为117.55美元。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</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\">\nAMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-26 11:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD盈利预览:在英特尔连续两个季度下滑后,分析师现在指出,由于英特尔的利润率预计将萎缩,AMD的利润率将不断增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc.不断增长的Epyc服务器芯片系列最近几个季度一直是华尔街的热门话题,但在本季度的收益报告中,这可能会转向毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>超微设备公司(Advanced Micro Devices Inc.)将紧随英特尔公司(Intel Corp.)发布另一份粗略的收益报告,并可能再次在给其规模更大的竞争对手带来痛苦的领域显示收益。</blockquote></p><p> AMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD定于周二收盘后公布第三季度收益,此前英特尔周四公布的收益超出预期,但随着收入的公布,这几乎无关紧要。对分析师来说,更重要的是英特尔预测未来几年利润率将下降,因为其首席执行官加倍投资新的制造能力,试图重新夺回其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调,以及英特尔自这家芯片领导者表示将推迟下一代芯片以来最糟糕的单日表现,这一声明当时引发了更多投资者对AMD的支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein分析师Stacy Rasgon对AMD给予市场表现评级,目标价为110美元,她表示AMD将继续受益于英特尔的转型,并呼吁人们关注英特尔看涨期权期间备受关注的AMD指标之一:毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示:“我们认为,未来华尔街的毛利率预期似乎并不激进(这不是我们通常对AMD所说的),该公司现在(有史以来第一次)开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次凸显了英特尔和AMD如何相互转型:英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降,尽管该公司保证未来几年利润率将保持在50%以上。与此同时,AMD的毛利率一直在上升,很可能会突破50%,如果不是在这份收益报告中,那么很快就会突破50%。三个月前,AMD公布的毛利率为48%,高于上一年的44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小竞争对手”,但这一差距已经稳步缩小了一段时间。截至周五收盘,AMD市值为1453.4亿美元,占英特尔2006.6亿美元市值的近73%。就在去年夏天,AMD 1115亿美元的估值略高于英特尔2195亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的是数据中心销售,该销售最终在本季度实现了增长。在过去的两个季度中,英特尔在这一日益重要的类别中的销售额同比大幅下降,而AMD的销售额则增长了一倍多。这就提出了一个问题:英特尔是否夺回了一些市场份额,或者数据中心的销售是否总体上更好,AMD的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益:</b>在FactSet调查的34名分析师中,AMD平均预计调整后每股收益为66美分,高于去年同期的每股41美分。Estimize是一个软件平台,众包对冲基金高管、券商、买方分析师和其他人对评级每股收益72美分的估计。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入:</b>在FactSet调查的32名分析师中,AMD平均预计营收为41.1亿美元,高于去年同期的28亿美元。AMD此前预测为40亿至42亿美元。Estimize预计营收为42.2亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动:</b>尽管AMD在过去五份季度报告中的盈利和销售额均超出了华尔街的预期,但该股仅在第二天上涨了两次,分别是大约三个月前和五个季度前该股上涨了近13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD股价第三季度上涨9.6%。相比之下,PHLX半导体指数下跌2.6%,标普500指数上涨0.2%,以科技股为主的纳斯达克综合指数下跌0.4%。周五,也就是英特尔发布报告的第二天,AMD股价收于119.82美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen分析师马修·拉姆齐(Matthew Ramsay)对AMD给予跑赢大盘评级,目标价为120美元,他表示“正在寻找更多同样的结果”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>Ramsay表示:“我们将继续关注PC市场,寻找需求放缓或供应改善的迹象。”“短期内,我们看到Chromebook以外的需求具有弹性,但更倾向于对2022年采取谨慎/不可知论的观点,就像AMD在上一次看涨期权中采取的那样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候,研究公司发布的数据显示,疫情推动的个人电脑出货量增长已大幅放缓,因为世界不仅面临芯片短缺问题,还面临整体供应链问题。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售额方面,Ramsay更加乐观地估计该细分市场将占销售额的25%以上,而一年前这一比例还不到20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>拉姆齐表示:“我们相信数据中心超过AMD四分之一的业务可能会引起投资者的关注。”“我们提醒投资者,AMD最重要的业务仍然是数据中心,我们估计该业务在2020年翻了一番,首席执行官Lisa Su指出,她预计2021年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级,目标价为130美元,他表示,他预计企业和服务器销售将推动另一个稳健的季度,但“鉴于PC市场放缓,我们预计管理层不会提高他们的财务业绩。”正如他们在去年的多次更新中所做的那样,顶线指导。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此,魅兰预计AMD在台式机和笔记本电脑以及企业级和游戏PC领域的份额将从英特尔增长。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在关注AMD的39名分析师中,23名分析师给予买入或跑赢大盘评级,16名分析师给予持有评级,平均目标价为117.55美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858407067,"gmtCreate":1635109734193,"gmtModify":1635109734585,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks","listText":"Please like, thanks","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/858407067","repostId":"1174514229","repostType":4,"repost":{"id":"1174514229","kind":"news","pubTimestamp":1635035471,"share":"https://www.laohu8.com/m/news/1174514229?lang=zh_CN&edition=full","pubTime":"2021-10-24 08:31","market":"us","language":"en","title":"US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周:12周IPO中的半导体、储能、设计师服装等</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174514229","media":"Renaissance Capital","summary":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.","content":"<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p><p><blockquote>IPO市场继续保持繁忙,未来一周将有12起IPO计划筹集68亿美元。</blockquote></p><p> Semiconductor foundry <b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p><p><blockquote>半导体代工<b>GlobalFoundries</b>(GFS)计划以246亿美元的市值筹集24亿美元。总部位于美国的GlobalFoundries得到阿布扎比穆巴达拉的支持,是全球领先的特种半导体代工厂之一。由于增长不稳定,该公司表示,它是唯一一家业务遍及全球但总部不在中国的规模化纯代工厂。</blockquote></p><p> Enterprise cloud data management platform <b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p><p><blockquote>企业云数据管理平台<b>计算机科学</b>(INFA)计划以87亿美元的市值筹集8.85亿美元。该公司通过许可证和订阅在其人工智能平台上向5,700多家客户提供数据集成服务。尽管IPO后的杠杆率很高,但Informatica是全球数据管理市场公认的领导者,并在2021年上半年实现了强劲的订阅ARR增长。</blockquote></p><p> Energy storage provider <b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p><p><blockquote>储能提供商<b>注量能</b>(FLNC)计划以38亿美元的市值筹集6.98亿美元。该公司由西门子和AES组成,向公用事业公司、独立电力生产商、项目开发商以及商业和工业客户销售储能产品和服务。快速增长但无利可图,截至2011年6月30日,Fluence Energy部署了942 MW的存储产品。</blockquote></p><p> Revenue cycle management platform <b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p><p><blockquote>收益周期管理平台<b>合奏健康合作伙伴</b>(ENSB)计划以36亿美元的市值筹集6.05亿美元。该平台为医疗保健行业提供收入周期管理解决方案。随着2021年上半年的加速增长,Ensemble Health管理的年度客户净患者收入超过200亿美元。</blockquote></p><p> Hiring solutions provider <b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p><p><blockquote>招聘解决方案提供商<b>雇佣权控股公司</b>(HRT)计划以18亿美元的市值筹集5亿美元。该公司为40,000多名客户提供背景调查、验证、识别、监控以及药物和健康筛查服务。尽管现金流转为负值,但HireRight在2021年上半年的息税前利润仍实现盈利。</blockquote></p><p> Online education marketplace <b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p><p><blockquote>在线教育市场<b>Udemy</b>(UDMY)计划以43亿美元的市值筹集4.06亿美元。该教育平台为180多个国家的4400万多名客户提供75种语言的183,000多门课程。Udemy不断增长但尚未盈利,自成立以来已注册用户超过7300万。</blockquote></p><p> Chinese drug in-licensor <b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p><p><blockquote>中国药品许可人<b>联比奥</b>(LIAN)计划以18亿美元的市值筹集3.25亿美元。这家生物制药公司专注于中国和其他亚洲市场,开发和商业化多种适应症的药物。联生物的产品线目前包括五个不同治疗领域的九种候选产品。</blockquote></p><p> <b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p><p><blockquote><b>租用跑道</b>(RENT)计划以14亿美元的市值筹集2.93亿美元。这家服装租赁公司最初专注于活动服装的点菜租赁,但已逐渐过渡到主要从每月订阅箱中创收。尽管该公司在过去两个季度的活跃订户和收入有所反弹,但IPO后仍未盈利且存在杠杆作用。</blockquote></p><p> Aesthetic medical device maker <b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p><p><blockquote>美容医疗器械制造商<b>坎德拉医疗</b>(CDLA)计划以17亿美元的市值筹集2.5亿美元。该公司直接在18个国家销售产品,间接在66个国家销售产品,开发用于选择性美容手术的医疗设备。尽管受到疫情的严重打击,坎德拉医疗仍实现了强劲增长,并在2021年上半年扭亏为盈。</blockquote></p><p> Fire pit brand <b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p><p><blockquote>火坑品牌<b>索罗品牌</b>(DTC)计划以15亿美元的市值筹集2亿美元。Solo Brands通过其DTC平台销售火坑、野营炉和其他户外装备。这家户外电子商务发展迅速,利润丰厚,拥有超过230万客户。</blockquote></p><p> Body contouring provider <b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p><p><blockquote>塑身师<b>空气雕刻技术</b>(AIRS)计划以8.86亿美元的市值筹集1.6亿美元。该公司通过美国13个州的16个中心提供微创塑身手术。AirSculpt Technologies实现盈利并稳健增长,并且由于COVID-19影响的减轻,同中心案例数量有所增加。</blockquote></p><p> Technology firm <b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p><p><blockquote>科技公司<b>动脉</b>(AIP)计划以5.55亿美元的市值筹集7500万美元。这家技术公司开发并许可互连知识产权,管理片上系统半导体器件中的片上通信。Arteris尚未盈利,但在2021年上半年增长加速。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p><p><blockquote>预计将有6家公司接受街头调查,多达12家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至10/22/21,文艺复兴IPO指数今年迄今上涨了8.2%,而标普500上涨了21.1%。Renaissance Capital的IPO ETF(纽约证券交易所股票代码:IPO)跟踪该指数,持有的顶级ETF包括Uber Technologies(UBER)和Moderna(MRNA)。Renaissance International IPO指数今年迄今下跌15.8%,而ACWX指数上涨9.1%。Renaissance Capital的国际IPO ETF(纽约证券交易所股票代码:IPOS)跟踪该指数,持有最多的ETF包括美团-W大众点评和软银。</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>US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周:12周IPO中的半导体、储能、设计师服装等</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\">\nUS IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周:12周IPO中的半导体、储能、设计师服装等</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\">2021-10-24 08:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p><p><blockquote>IPO市场继续保持繁忙,未来一周将有12起IPO计划筹集68亿美元。</blockquote></p><p> Semiconductor foundry <b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p><p><blockquote>半导体代工<b>GlobalFoundries</b>(GFS)计划以246亿美元的市值筹集24亿美元。总部位于美国的GlobalFoundries得到阿布扎比穆巴达拉的支持,是全球领先的特种半导体代工厂之一。由于增长不稳定,该公司表示,它是唯一一家业务遍及全球但总部不在中国的规模化纯代工厂。</blockquote></p><p> Enterprise cloud data management platform <b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p><p><blockquote>企业云数据管理平台<b>计算机科学</b>(INFA)计划以87亿美元的市值筹集8.85亿美元。该公司通过许可证和订阅在其人工智能平台上向5,700多家客户提供数据集成服务。尽管IPO后的杠杆率很高,但Informatica是全球数据管理市场公认的领导者,并在2021年上半年实现了强劲的订阅ARR增长。</blockquote></p><p> Energy storage provider <b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p><p><blockquote>储能提供商<b>注量能</b>(FLNC)计划以38亿美元的市值筹集6.98亿美元。该公司由西门子和AES组成,向公用事业公司、独立电力生产商、项目开发商以及商业和工业客户销售储能产品和服务。快速增长但无利可图,截至2011年6月30日,Fluence Energy部署了942 MW的存储产品。</blockquote></p><p> Revenue cycle management platform <b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p><p><blockquote>收益周期管理平台<b>合奏健康合作伙伴</b>(ENSB)计划以36亿美元的市值筹集6.05亿美元。该平台为医疗保健行业提供收入周期管理解决方案。随着2021年上半年的加速增长,Ensemble Health管理的年度客户净患者收入超过200亿美元。</blockquote></p><p> Hiring solutions provider <b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p><p><blockquote>招聘解决方案提供商<b>雇佣权控股公司</b>(HRT)计划以18亿美元的市值筹集5亿美元。该公司为40,000多名客户提供背景调查、验证、识别、监控以及药物和健康筛查服务。尽管现金流转为负值,但HireRight在2021年上半年的息税前利润仍实现盈利。</blockquote></p><p> Online education marketplace <b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p><p><blockquote>在线教育市场<b>Udemy</b>(UDMY)计划以43亿美元的市值筹集4.06亿美元。该教育平台为180多个国家的4400万多名客户提供75种语言的183,000多门课程。Udemy不断增长但尚未盈利,自成立以来已注册用户超过7300万。</blockquote></p><p> Chinese drug in-licensor <b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p><p><blockquote>中国药品许可人<b>联比奥</b>(LIAN)计划以18亿美元的市值筹集3.25亿美元。这家生物制药公司专注于中国和其他亚洲市场,开发和商业化多种适应症的药物。联生物的产品线目前包括五个不同治疗领域的九种候选产品。</blockquote></p><p> <b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p><p><blockquote><b>租用跑道</b>(RENT)计划以14亿美元的市值筹集2.93亿美元。这家服装租赁公司最初专注于活动服装的点菜租赁,但已逐渐过渡到主要从每月订阅箱中创收。尽管该公司在过去两个季度的活跃订户和收入有所反弹,但IPO后仍未盈利且存在杠杆作用。</blockquote></p><p> Aesthetic medical device maker <b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p><p><blockquote>美容医疗器械制造商<b>坎德拉医疗</b>(CDLA)计划以17亿美元的市值筹集2.5亿美元。该公司直接在18个国家销售产品,间接在66个国家销售产品,开发用于选择性美容手术的医疗设备。尽管受到疫情的严重打击,坎德拉医疗仍实现了强劲增长,并在2021年上半年扭亏为盈。</blockquote></p><p> Fire pit brand <b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p><p><blockquote>火坑品牌<b>索罗品牌</b>(DTC)计划以15亿美元的市值筹集2亿美元。Solo Brands通过其DTC平台销售火坑、野营炉和其他户外装备。这家户外电子商务发展迅速,利润丰厚,拥有超过230万客户。</blockquote></p><p> Body contouring provider <b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p><p><blockquote>塑身师<b>空气雕刻技术</b>(AIRS)计划以8.86亿美元的市值筹集1.6亿美元。该公司通过美国13个州的16个中心提供微创塑身手术。AirSculpt Technologies实现盈利并稳健增长,并且由于COVID-19影响的减轻,同中心案例数量有所增加。</blockquote></p><p> Technology firm <b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p><p><blockquote>科技公司<b>动脉</b>(AIP)计划以5.55亿美元的市值筹集7500万美元。这家技术公司开发并许可互连知识产权,管理片上系统半导体器件中的片上通信。Arteris尚未盈利,但在2021年上半年增长加速。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p><p><blockquote>预计将有6家公司接受街头调查,多达12家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至10/22/21,文艺复兴IPO指数今年迄今上涨了8.2%,而标普500上涨了21.1%。Renaissance Capital的IPO ETF(纽约证券交易所股票代码:IPO)跟踪该指数,持有的顶级ETF包括Uber Technologies(UBER)和Moderna(MRNA)。Renaissance International IPO指数今年迄今下跌15.8%,而ACWX指数上涨9.1%。Renaissance Capital的国际IPO ETF(纽约证券交易所股票代码:IPOS)跟踪该指数,持有最多的ETF包括美团-W大众点评和软银。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i\">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":{"INFA":"Informatica Inc.","FLNC":"Fluence Energy, Inc.","UDMY":"Udemy, Inc.",".DJI":"道琼斯","AIRS":"Airsculpt Technologies","GFS":"GLOBALFOUNDRIES Inc.",".IXIC":"NASDAQ Composite","RENT":"Rent the Runway, Inc.","AIP":"Arteris, Inc.","HRT":"HireRight Holdings Corp.",".SPX":"S&P 500 Index"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174514229","content_text":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.\nSemiconductor foundry GlobalFoundries(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.\nEnterprise cloud data management platform Informatica(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.\nEnergy storage provider Fluence Energy(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.\nRevenue cycle management platform Ensemble Health Partners(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.\nHiring solutions provider HireRight Holdings(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.\nOnline education marketplace Udemy(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.\nChinese drug in-licensor LianBio(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.\nRent the Runway(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.\nAesthetic medical device maker Candela Medical(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.\nFire pit brand Solo Brands(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.\nBody contouring provider AirSculpt Technologies(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.\nTechnology firm Arteris(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.","news_type":1,"symbols_score_info":{"INFA":0.9,".SPX":0.9,"RENT":0.9,".IXIC":0.9,"GFS":0.9,"ENSB":0.9,"FLNC":0.9,"LIAN":0.9,"UDMY":0.9,".DJI":0.9,"AIP":0.9,"DTC":0.9,"AIRS":0.9,"HRT":0.9,"CDLA":0.9}},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853278358,"gmtCreate":1634820641511,"gmtModify":1634820641924,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks!","listText":"Please like, thanks!","text":"Please like, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853278358","repostId":"2177468666","repostType":4,"repost":{"id":"2177468666","kind":"highlight","pubTimestamp":1634819400,"share":"https://www.laohu8.com/m/news/2177468666?lang=zh_CN&edition=full","pubTime":"2021-10-21 20:30","market":"us","language":"en","title":"Weekly jobless claims fall to fresh pandemic-era low of 290,000<blockquote>每周申请失业救济人数降至大流行时期新低29万人</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177468666","media":"Yahoo","summary":"New weekly jobless claims held below 300,000 for a back-to-back week as labor market conditions trud","content":"<p>New weekly jobless claims held below 300,000 for a back-to-back week as labor market conditions trudged back toward pre-pandemic levels.</p><p><blockquote>随着劳动力市场状况艰难地回到大流行前的水平,每周新申请失业救济人数连续一周保持在30万以下。</blockquote></p><p> TheLabor Department released its jobless claimsreport Thursday morning. Here were the main metrics from the print, compared to consensus estimates compiled by Bloomberg:</p><p><blockquote>劳工部周四上午发布了初请失业金报告。以下是印刷品中的主要指标,与彭博社编制的共识估计进行了比较:</blockquote></p><p> <ul> <li><b>Initial unemployment claims, week ended October 16:</b> 290,000 vs.297,000 expected and a revised296,000 during prior week</li> <li><b>Continuing claims, week ended October 9:</b> 2.481 millionvs.2.548 million expected and a revised 2.603 million during prior week</li> </ul> Last week's initial unemployment claims fell by a greater-than-expected margin, bringing the number of new filings back to the lowest level since March 2020. The four-week moving average for new jobless claims also dropped by 15,250 to reach 319,750 as of last week, also marking the least since March of last year.</p><p><blockquote><ul><li><b>截至10月16日当周首次申请失业救济人数:</b>290,000 vs.前一周预期297,000和修正后296,000</li><li><b>截至10月9日当周的持续索赔:</b>248.1万,前一周预期为254.8万,修正后为260.3万</li></ul>上周初请失业金人数降幅超预期,使新申请失业金人数回到2020年3月以来的最低水平。截至上周,新申请失业救济人数的四周移动平均值也下降了15,250人,至319,750人,也是去年3月以来的最低水平。</blockquote></p><p> The latest claims data reflects a labor market that has made considerable progress in reducing separations since its pandemic-era peak. However, it also still has a ways to go before returning entirely to pre-virus trends. In October 2020, new filings were coming in at a weekly rate of over 700,000, but in the same month in 2019, initial claims averaged just over 210,000.</p><p><blockquote>最新的申请数据反映出,自大流行时期的峰值以来,劳动力市场在减少离职方面取得了相当大的进展。然而,在完全恢复到病毒爆发前的趋势之前,它还有一段路要走。2020年10月,新申请的数量每周超过70万份,但2019年同月,首次申请的数量平均略高于21万份。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/037a3eb5ac51386ced727a2f28beb4e3\" tg-width=\"640\" tg-height=\"563\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The steady move lower in first-time filers so far this year has coincided with a jump in demand for labor and a reluctance by employers to release those already on their payrolls amid worker scarcities.</p><p><blockquote>今年迄今为止,首次申报人数稳步下降,恰逢劳动力需求激增,雇主在工人短缺的情况下不愿释放已经在工资单上的人。</blockquote></p><p> But many workers have also been departing their roles of their own volition. A record 4.3 million people quit their jobs in the U.S. in. August, based on the Labor Department's most recent data. And job openings overall were at a record high of more than 10.4 million as of the end of the summer.</p><p><blockquote>但许多工人也自愿离职。年,美国有创纪录的430万人辞职。根据劳工部的最新数据,八月。截至夏末,职位空缺总数创历史新高,超过1040万个。</blockquote></p><p> \"While mass layoffs have been avoided of late, helping jobless claims to decline, many who are employed feel some combination of empowerment, restlessness and/or exhaustion. This is borne out in the record number of workers quitting their jobs and strikes among union members popping up around the nation,\" Mark Hamrick, Bankrate senior economic analyst, wrote in an email on Tuesday.</p><p><blockquote>“虽然最近避免了大规模裁员,帮助初请失业金人数下降,但许多就业者感到权力、不安和/或疲惫。工会成员辞职和罢工人数创历史新高就证明了这一点。全国各地都出现了,”Bankrate高级经济分析师马克·哈姆里克(Mark Hamrick)周二在一封电子邮件中写道。</blockquote></p><p> \"Making matters worse, inflation is eroding wage gains for some, fueling desire to find new employment with better pay, working conditions and flexibility,\" he added.</p><p><blockquote>他补充说:“更糟糕的是,通货膨胀正在侵蚀一些人的工资增长,加剧了寻找薪酬、工作条件和灵活性更好的新工作的愿望。”</blockquote></p><p> Continuing jobless claims, capturing the number of individuals still claiming benefits via regular state programs, also reached a fresh pandemic-era low of 2.481 million as of early October. The insured unemployment rate, or the ratio of people on unemployment benefits divided by the overall force, dipped by 0.1 percentage points to reach 1.8% for the week ended Oct. 9.</p><p><blockquote>截至10月初,持续申请失业救济人数也达到了大流行时期的新低,为248.1万人,占仍通过常规州计划领取福利的人数。截至10月9日当周,参保失业率(即领取失业救济金的人数除以总人数的比率)下降了0.1个百分点,达到1.8%。</blockquote></p><p></p>","source":"lsy1584348713084","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>Weekly jobless claims fall to fresh pandemic-era low of 290,000<blockquote>每周申请失业救济人数降至大流行时期新低29万人</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\">\nWeekly jobless claims fall to fresh pandemic-era low of 290,000<blockquote>每周申请失业救济人数降至大流行时期新低29万人</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-10-21 20:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New weekly jobless claims held below 300,000 for a back-to-back week as labor market conditions trudged back toward pre-pandemic levels.</p><p><blockquote>随着劳动力市场状况艰难地回到大流行前的水平,每周新申请失业救济人数连续一周保持在30万以下。</blockquote></p><p> TheLabor Department released its jobless claimsreport Thursday morning. Here were the main metrics from the print, compared to consensus estimates compiled by Bloomberg:</p><p><blockquote>劳工部周四上午发布了初请失业金报告。以下是印刷品中的主要指标,与彭博社编制的共识估计进行了比较:</blockquote></p><p> <ul> <li><b>Initial unemployment claims, week ended October 16:</b> 290,000 vs.297,000 expected and a revised296,000 during prior week</li> <li><b>Continuing claims, week ended October 9:</b> 2.481 millionvs.2.548 million expected and a revised 2.603 million during prior week</li> </ul> Last week's initial unemployment claims fell by a greater-than-expected margin, bringing the number of new filings back to the lowest level since March 2020. The four-week moving average for new jobless claims also dropped by 15,250 to reach 319,750 as of last week, also marking the least since March of last year.</p><p><blockquote><ul><li><b>截至10月16日当周首次申请失业救济人数:</b>290,000 vs.前一周预期297,000和修正后296,000</li><li><b>截至10月9日当周的持续索赔:</b>248.1万,前一周预期为254.8万,修正后为260.3万</li></ul>上周初请失业金人数降幅超预期,使新申请失业金人数回到2020年3月以来的最低水平。截至上周,新申请失业救济人数的四周移动平均值也下降了15,250人,至319,750人,也是去年3月以来的最低水平。</blockquote></p><p> The latest claims data reflects a labor market that has made considerable progress in reducing separations since its pandemic-era peak. However, it also still has a ways to go before returning entirely to pre-virus trends. In October 2020, new filings were coming in at a weekly rate of over 700,000, but in the same month in 2019, initial claims averaged just over 210,000.</p><p><blockquote>最新的申请数据反映出,自大流行时期的峰值以来,劳动力市场在减少离职方面取得了相当大的进展。然而,在完全恢复到病毒爆发前的趋势之前,它还有一段路要走。2020年10月,新申请的数量每周超过70万份,但2019年同月,首次申请的数量平均略高于21万份。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/037a3eb5ac51386ced727a2f28beb4e3\" tg-width=\"640\" tg-height=\"563\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The steady move lower in first-time filers so far this year has coincided with a jump in demand for labor and a reluctance by employers to release those already on their payrolls amid worker scarcities.</p><p><blockquote>今年迄今为止,首次申报人数稳步下降,恰逢劳动力需求激增,雇主在工人短缺的情况下不愿释放已经在工资单上的人。</blockquote></p><p> But many workers have also been departing their roles of their own volition. A record 4.3 million people quit their jobs in the U.S. in. August, based on the Labor Department's most recent data. And job openings overall were at a record high of more than 10.4 million as of the end of the summer.</p><p><blockquote>但许多工人也自愿离职。年,美国有创纪录的430万人辞职。根据劳工部的最新数据,八月。截至夏末,职位空缺总数创历史新高,超过1040万个。</blockquote></p><p> \"While mass layoffs have been avoided of late, helping jobless claims to decline, many who are employed feel some combination of empowerment, restlessness and/or exhaustion. This is borne out in the record number of workers quitting their jobs and strikes among union members popping up around the nation,\" Mark Hamrick, Bankrate senior economic analyst, wrote in an email on Tuesday.</p><p><blockquote>“虽然最近避免了大规模裁员,帮助初请失业金人数下降,但许多就业者感到权力、不安和/或疲惫。工会成员辞职和罢工人数创历史新高就证明了这一点。全国各地都出现了,”Bankrate高级经济分析师马克·哈姆里克(Mark Hamrick)周二在一封电子邮件中写道。</blockquote></p><p> \"Making matters worse, inflation is eroding wage gains for some, fueling desire to find new employment with better pay, working conditions and flexibility,\" he added.</p><p><blockquote>他补充说:“更糟糕的是,通货膨胀正在侵蚀一些人的工资增长,加剧了寻找薪酬、工作条件和灵活性更好的新工作的愿望。”</blockquote></p><p> Continuing jobless claims, capturing the number of individuals still claiming benefits via regular state programs, also reached a fresh pandemic-era low of 2.481 million as of early October. The insured unemployment rate, or the ratio of people on unemployment benefits divided by the overall force, dipped by 0.1 percentage points to reach 1.8% for the week ended Oct. 9.</p><p><blockquote>截至10月初,持续申请失业救济人数也达到了大流行时期的新低,为248.1万人,占仍通过常规州计划领取福利的人数。截至10月9日当周,参保失业率(即领取失业救济金的人数除以总人数的比率)下降了0.1个百分点,达到1.8%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/weekly-jobless-claims-week-ended-october-16-2021-193313259.html\">Yahoo</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":{"CRCT":"Cricut, Inc.","HCTI":"Healthcare Triangle, Inc.","FWRG":"First Watch Restaurant Group, Inc.","OLPX":"Olaplex Holdings, Inc.","TERN":"Terns Pharmaceuticals, Inc."},"source_url":"https://finance.yahoo.com/news/weekly-jobless-claims-week-ended-october-16-2021-193313259.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177468666","content_text":"New weekly jobless claims held below 300,000 for a back-to-back week as labor market conditions trudged back toward pre-pandemic levels.\nTheLabor Department released its jobless claimsreport Thursday morning. Here were the main metrics from the print, compared to consensus estimates compiled by Bloomberg:\n\nInitial unemployment claims, week ended October 16: 290,000 vs.297,000 expected and a revised296,000 during prior week\nContinuing claims, week ended October 9: 2.481 millionvs.2.548 million expected and a revised 2.603 million during prior week\n\nLast week's initial unemployment claims fell by a greater-than-expected margin, bringing the number of new filings back to the lowest level since March 2020. The four-week moving average for new jobless claims also dropped by 15,250 to reach 319,750 as of last week, also marking the least since March of last year.\nThe latest claims data reflects a labor market that has made considerable progress in reducing separations since its pandemic-era peak. However, it also still has a ways to go before returning entirely to pre-virus trends. In October 2020, new filings were coming in at a weekly rate of over 700,000, but in the same month in 2019, initial claims averaged just over 210,000.\n\nThe steady move lower in first-time filers so far this year has coincided with a jump in demand for labor and a reluctance by employers to release those already on their payrolls amid worker scarcities.\nBut many workers have also been departing their roles of their own volition. A record 4.3 million people quit their jobs in the U.S. in. August, based on the Labor Department's most recent data. And job openings overall were at a record high of more than 10.4 million as of the end of the summer.\n\"While mass layoffs have been avoided of late, helping jobless claims to decline, many who are employed feel some combination of empowerment, restlessness and/or exhaustion. This is borne out in the record number of workers quitting their jobs and strikes among union members popping up around the nation,\" Mark Hamrick, Bankrate senior economic analyst, wrote in an email on Tuesday.\n\"Making matters worse, inflation is eroding wage gains for some, fueling desire to find new employment with better pay, working conditions and flexibility,\" he added.\nContinuing jobless claims, capturing the number of individuals still claiming benefits via regular state programs, also reached a fresh pandemic-era low of 2.481 million as of early October. The insured unemployment rate, or the ratio of people on unemployment benefits divided by the overall force, dipped by 0.1 percentage points to reach 1.8% for the week ended Oct. 9.","news_type":1,"symbols_score_info":{"OLPX":0.9,"END":0.9,"CRCT":0.9,"ALVU":0.9,"TERN":0.9,"HCTI":0.9,"FWRG":0.9}},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":812631531,"gmtCreate":1630580798523,"gmtModify":1631888728647,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Like my comment, thanks!","listText":"Like my comment, thanks!","text":"Like my comment, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/812631531","repostId":"1159580926","repostType":4,"isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819524958,"gmtCreate":1630079022074,"gmtModify":1704955718373,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like ","listText":"Please like ","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/819524958","repostId":"1184815007","repostType":4,"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":858407067,"gmtCreate":1635109734193,"gmtModify":1635109734585,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks","listText":"Please like, thanks","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/858407067","repostId":"1174514229","repostType":4,"repost":{"id":"1174514229","kind":"news","pubTimestamp":1635035471,"share":"https://www.laohu8.com/m/news/1174514229?lang=zh_CN&edition=full","pubTime":"2021-10-24 08:31","market":"us","language":"en","title":"US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周:12周IPO中的半导体、储能、设计师服装等</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174514229","media":"Renaissance Capital","summary":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.","content":"<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p><p><blockquote>IPO市场继续保持繁忙,未来一周将有12起IPO计划筹集68亿美元。</blockquote></p><p> Semiconductor foundry <b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p><p><blockquote>半导体代工<b>GlobalFoundries</b>(GFS)计划以246亿美元的市值筹集24亿美元。总部位于美国的GlobalFoundries得到阿布扎比穆巴达拉的支持,是全球领先的特种半导体代工厂之一。由于增长不稳定,该公司表示,它是唯一一家业务遍及全球但总部不在中国的规模化纯代工厂。</blockquote></p><p> Enterprise cloud data management platform <b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p><p><blockquote>企业云数据管理平台<b>计算机科学</b>(INFA)计划以87亿美元的市值筹集8.85亿美元。该公司通过许可证和订阅在其人工智能平台上向5,700多家客户提供数据集成服务。尽管IPO后的杠杆率很高,但Informatica是全球数据管理市场公认的领导者,并在2021年上半年实现了强劲的订阅ARR增长。</blockquote></p><p> Energy storage provider <b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p><p><blockquote>储能提供商<b>注量能</b>(FLNC)计划以38亿美元的市值筹集6.98亿美元。该公司由西门子和AES组成,向公用事业公司、独立电力生产商、项目开发商以及商业和工业客户销售储能产品和服务。快速增长但无利可图,截至2011年6月30日,Fluence Energy部署了942 MW的存储产品。</blockquote></p><p> Revenue cycle management platform <b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p><p><blockquote>收益周期管理平台<b>合奏健康合作伙伴</b>(ENSB)计划以36亿美元的市值筹集6.05亿美元。该平台为医疗保健行业提供收入周期管理解决方案。随着2021年上半年的加速增长,Ensemble Health管理的年度客户净患者收入超过200亿美元。</blockquote></p><p> Hiring solutions provider <b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p><p><blockquote>招聘解决方案提供商<b>雇佣权控股公司</b>(HRT)计划以18亿美元的市值筹集5亿美元。该公司为40,000多名客户提供背景调查、验证、识别、监控以及药物和健康筛查服务。尽管现金流转为负值,但HireRight在2021年上半年的息税前利润仍实现盈利。</blockquote></p><p> Online education marketplace <b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p><p><blockquote>在线教育市场<b>Udemy</b>(UDMY)计划以43亿美元的市值筹集4.06亿美元。该教育平台为180多个国家的4400万多名客户提供75种语言的183,000多门课程。Udemy不断增长但尚未盈利,自成立以来已注册用户超过7300万。</blockquote></p><p> Chinese drug in-licensor <b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p><p><blockquote>中国药品许可人<b>联比奥</b>(LIAN)计划以18亿美元的市值筹集3.25亿美元。这家生物制药公司专注于中国和其他亚洲市场,开发和商业化多种适应症的药物。联生物的产品线目前包括五个不同治疗领域的九种候选产品。</blockquote></p><p> <b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p><p><blockquote><b>租用跑道</b>(RENT)计划以14亿美元的市值筹集2.93亿美元。这家服装租赁公司最初专注于活动服装的点菜租赁,但已逐渐过渡到主要从每月订阅箱中创收。尽管该公司在过去两个季度的活跃订户和收入有所反弹,但IPO后仍未盈利且存在杠杆作用。</blockquote></p><p> Aesthetic medical device maker <b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p><p><blockquote>美容医疗器械制造商<b>坎德拉医疗</b>(CDLA)计划以17亿美元的市值筹集2.5亿美元。该公司直接在18个国家销售产品,间接在66个国家销售产品,开发用于选择性美容手术的医疗设备。尽管受到疫情的严重打击,坎德拉医疗仍实现了强劲增长,并在2021年上半年扭亏为盈。</blockquote></p><p> Fire pit brand <b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p><p><blockquote>火坑品牌<b>索罗品牌</b>(DTC)计划以15亿美元的市值筹集2亿美元。Solo Brands通过其DTC平台销售火坑、野营炉和其他户外装备。这家户外电子商务发展迅速,利润丰厚,拥有超过230万客户。</blockquote></p><p> Body contouring provider <b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p><p><blockquote>塑身师<b>空气雕刻技术</b>(AIRS)计划以8.86亿美元的市值筹集1.6亿美元。该公司通过美国13个州的16个中心提供微创塑身手术。AirSculpt Technologies实现盈利并稳健增长,并且由于COVID-19影响的减轻,同中心案例数量有所增加。</blockquote></p><p> Technology firm <b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p><p><blockquote>科技公司<b>动脉</b>(AIP)计划以5.55亿美元的市值筹集7500万美元。这家技术公司开发并许可互连知识产权,管理片上系统半导体器件中的片上通信。Arteris尚未盈利,但在2021年上半年增长加速。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p><p><blockquote>预计将有6家公司接受街头调查,多达12家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至10/22/21,文艺复兴IPO指数今年迄今上涨了8.2%,而标普500上涨了21.1%。Renaissance Capital的IPO ETF(纽约证券交易所股票代码:IPO)跟踪该指数,持有的顶级ETF包括Uber Technologies(UBER)和Moderna(MRNA)。Renaissance International IPO指数今年迄今下跌15.8%,而ACWX指数上涨9.1%。Renaissance Capital的国际IPO ETF(纽约证券交易所股票代码:IPOS)跟踪该指数,持有最多的ETF包括美团-W大众点评和软银。</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>US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周:12周IPO中的半导体、储能、设计师服装等</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\">\nUS IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周:12周IPO中的半导体、储能、设计师服装等</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\">2021-10-24 08:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p><p><blockquote>IPO市场继续保持繁忙,未来一周将有12起IPO计划筹集68亿美元。</blockquote></p><p> Semiconductor foundry <b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p><p><blockquote>半导体代工<b>GlobalFoundries</b>(GFS)计划以246亿美元的市值筹集24亿美元。总部位于美国的GlobalFoundries得到阿布扎比穆巴达拉的支持,是全球领先的特种半导体代工厂之一。由于增长不稳定,该公司表示,它是唯一一家业务遍及全球但总部不在中国的规模化纯代工厂。</blockquote></p><p> Enterprise cloud data management platform <b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p><p><blockquote>企业云数据管理平台<b>计算机科学</b>(INFA)计划以87亿美元的市值筹集8.85亿美元。该公司通过许可证和订阅在其人工智能平台上向5,700多家客户提供数据集成服务。尽管IPO后的杠杆率很高,但Informatica是全球数据管理市场公认的领导者,并在2021年上半年实现了强劲的订阅ARR增长。</blockquote></p><p> Energy storage provider <b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p><p><blockquote>储能提供商<b>注量能</b>(FLNC)计划以38亿美元的市值筹集6.98亿美元。该公司由西门子和AES组成,向公用事业公司、独立电力生产商、项目开发商以及商业和工业客户销售储能产品和服务。快速增长但无利可图,截至2011年6月30日,Fluence Energy部署了942 MW的存储产品。</blockquote></p><p> Revenue cycle management platform <b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p><p><blockquote>收益周期管理平台<b>合奏健康合作伙伴</b>(ENSB)计划以36亿美元的市值筹集6.05亿美元。该平台为医疗保健行业提供收入周期管理解决方案。随着2021年上半年的加速增长,Ensemble Health管理的年度客户净患者收入超过200亿美元。</blockquote></p><p> Hiring solutions provider <b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p><p><blockquote>招聘解决方案提供商<b>雇佣权控股公司</b>(HRT)计划以18亿美元的市值筹集5亿美元。该公司为40,000多名客户提供背景调查、验证、识别、监控以及药物和健康筛查服务。尽管现金流转为负值,但HireRight在2021年上半年的息税前利润仍实现盈利。</blockquote></p><p> Online education marketplace <b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p><p><blockquote>在线教育市场<b>Udemy</b>(UDMY)计划以43亿美元的市值筹集4.06亿美元。该教育平台为180多个国家的4400万多名客户提供75种语言的183,000多门课程。Udemy不断增长但尚未盈利,自成立以来已注册用户超过7300万。</blockquote></p><p> Chinese drug in-licensor <b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p><p><blockquote>中国药品许可人<b>联比奥</b>(LIAN)计划以18亿美元的市值筹集3.25亿美元。这家生物制药公司专注于中国和其他亚洲市场,开发和商业化多种适应症的药物。联生物的产品线目前包括五个不同治疗领域的九种候选产品。</blockquote></p><p> <b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p><p><blockquote><b>租用跑道</b>(RENT)计划以14亿美元的市值筹集2.93亿美元。这家服装租赁公司最初专注于活动服装的点菜租赁,但已逐渐过渡到主要从每月订阅箱中创收。尽管该公司在过去两个季度的活跃订户和收入有所反弹,但IPO后仍未盈利且存在杠杆作用。</blockquote></p><p> Aesthetic medical device maker <b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p><p><blockquote>美容医疗器械制造商<b>坎德拉医疗</b>(CDLA)计划以17亿美元的市值筹集2.5亿美元。该公司直接在18个国家销售产品,间接在66个国家销售产品,开发用于选择性美容手术的医疗设备。尽管受到疫情的严重打击,坎德拉医疗仍实现了强劲增长,并在2021年上半年扭亏为盈。</blockquote></p><p> Fire pit brand <b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p><p><blockquote>火坑品牌<b>索罗品牌</b>(DTC)计划以15亿美元的市值筹集2亿美元。Solo Brands通过其DTC平台销售火坑、野营炉和其他户外装备。这家户外电子商务发展迅速,利润丰厚,拥有超过230万客户。</blockquote></p><p> Body contouring provider <b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p><p><blockquote>塑身师<b>空气雕刻技术</b>(AIRS)计划以8.86亿美元的市值筹集1.6亿美元。该公司通过美国13个州的16个中心提供微创塑身手术。AirSculpt Technologies实现盈利并稳健增长,并且由于COVID-19影响的减轻,同中心案例数量有所增加。</blockquote></p><p> Technology firm <b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p><p><blockquote>科技公司<b>动脉</b>(AIP)计划以5.55亿美元的市值筹集7500万美元。这家技术公司开发并许可互连知识产权,管理片上系统半导体器件中的片上通信。Arteris尚未盈利,但在2021年上半年增长加速。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p><p><blockquote>预计将有6家公司接受街头调查,多达12家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至10/22/21,文艺复兴IPO指数今年迄今上涨了8.2%,而标普500上涨了21.1%。Renaissance Capital的IPO ETF(纽约证券交易所股票代码:IPO)跟踪该指数,持有的顶级ETF包括Uber Technologies(UBER)和Moderna(MRNA)。Renaissance International IPO指数今年迄今下跌15.8%,而ACWX指数上涨9.1%。Renaissance Capital的国际IPO ETF(纽约证券交易所股票代码:IPOS)跟踪该指数,持有最多的ETF包括美团-W大众点评和软银。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i\">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":{"INFA":"Informatica Inc.","FLNC":"Fluence Energy, Inc.","UDMY":"Udemy, Inc.",".DJI":"道琼斯","AIRS":"Airsculpt Technologies","GFS":"GLOBALFOUNDRIES Inc.",".IXIC":"NASDAQ Composite","RENT":"Rent the Runway, Inc.","AIP":"Arteris, Inc.","HRT":"HireRight Holdings Corp.",".SPX":"S&P 500 Index"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174514229","content_text":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.\nSemiconductor foundry GlobalFoundries(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.\nEnterprise cloud data management platform Informatica(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.\nEnergy storage provider Fluence Energy(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.\nRevenue cycle management platform Ensemble Health Partners(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.\nHiring solutions provider HireRight Holdings(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.\nOnline education marketplace Udemy(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.\nChinese drug in-licensor LianBio(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.\nRent the Runway(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.\nAesthetic medical device maker Candela Medical(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.\nFire pit brand Solo Brands(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.\nBody contouring provider AirSculpt Technologies(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.\nTechnology firm Arteris(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.","news_type":1,"symbols_score_info":{"INFA":0.9,".SPX":0.9,"RENT":0.9,".IXIC":0.9,"GFS":0.9,"ENSB":0.9,"FLNC":0.9,"LIAN":0.9,"UDMY":0.9,".DJI":0.9,"AIP":0.9,"DTC":0.9,"AIRS":0.9,"HRT":0.9,"CDLA":0.9}},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605890559,"gmtCreate":1639140185647,"gmtModify":1639140186020,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thank you","listText":"Please like, thank you","text":"Please like, thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605890559","repostId":"1100115506","repostType":4,"repost":{"id":"1100115506","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":1639138188,"share":"https://www.laohu8.com/m/news/1100115506?lang=zh_CN&edition=full","pubTime":"2021-12-10 20:09","market":"us","language":"en","title":"Some vaccine stocks dropped in premarket trading<blockquote>部分疫苗股在盘前交易中下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100115506","media":"Tiger Newspress","summary":"Some vaccine stocks dropped in premarket trading.Moderna fell more than 6%,BioNTech and Novavax fell","content":"<p>Some vaccine stocks dropped in premarket trading.Moderna fell more than 6%,BioNTech and Novavax fell about 2%.</p><p><blockquote>部分疫苗股盘前交易下跌。Moderna跌超6%,BioNTech和Novavax跌约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8a520d484bb38c42dea515aeca96c8b3\" tg-width=\"843\" tg-height=\"623\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3f4e9ce656bcb771198057d217489677\" tg-width=\"843\" tg-height=\"618\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fd626ba47bec50af63916a31695eca4c\" tg-width=\"843\" tg-height=\"621\" 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>Some vaccine stocks dropped in premarket trading<blockquote>部分疫苗股在盘前交易中下跌</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; 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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\">\nSome vaccine stocks dropped in premarket trading<blockquote>部分疫苗股在盘前交易中下跌</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\">2021-12-10 20:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Some vaccine stocks dropped in premarket trading.Moderna fell more than 6%,BioNTech and Novavax fell about 2%.</p><p><blockquote>部分疫苗股盘前交易下跌。Moderna跌超6%,BioNTech和Novavax跌约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8a520d484bb38c42dea515aeca96c8b3\" tg-width=\"843\" tg-height=\"623\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3f4e9ce656bcb771198057d217489677\" tg-width=\"843\" tg-height=\"618\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fd626ba47bec50af63916a31695eca4c\" tg-width=\"843\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","NVAX":"诺瓦瓦克斯医药","MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100115506","content_text":"Some vaccine stocks dropped in premarket trading.Moderna fell more than 6%,BioNTech and Novavax fell about 2%.","news_type":1,"symbols_score_info":{"MRNA":0.9,"NVAX":0.9,"BNTX":0.9}},"isVote":1,"tweetType":1,"viewCount":2718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602368027,"gmtCreate":1638973718285,"gmtModify":1638973718679,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks ","listText":"Please like, thanks ","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602368027","repostId":"1180032077","repostType":4,"isVote":1,"tweetType":1,"viewCount":3531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879611243,"gmtCreate":1636715530802,"gmtModify":1636715530939,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks!","listText":"Please like, thanks!","text":"Please like, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/879611243","repostId":"1144158970","repostType":4,"repost":{"id":"1144158970","kind":"news","pubTimestamp":1636702548,"share":"https://www.laohu8.com/m/news/1144158970?lang=zh_CN&edition=full","pubTime":"2021-11-12 15:35","market":"us","language":"en","title":"Why the hottest inflation in 3 decades isn’t rattling stock-market bulls<blockquote>为什么三十年来最热的通胀并没有让股市多头感到不安</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144158970","media":"Marketwatch","summary":"Stock market investors still aren’t sweating rising inflation pressures that saw U.S. consumer price","content":"<p>Stock market investors still aren’t sweating rising inflation pressures that saw U.S. consumer prices rise 6.2% year-over-year in October, a nearly 31-year high. And that might not change until the Federal Reserve gets more aggressive, analysts said.</p><p><blockquote>股市投资者仍然没有为不断上升的通胀压力感到担忧,10月份美国消费者价格同比上涨6.2%,创近31年来新高。分析师表示,在美联储变得更加激进之前,这种情况可能不会改变。</blockquote></p><p> “U.S. equities have shrugged off this year’s surge in inflation, probably because it has not coincided with either a rise in the real yields of Treasurys or weakness in corporate earnings,” said Oliver Allen, markets economist at Capital Economics, in a Thursday note. The real yield is the yield an investor receives after accounting for inflation.</p><p><blockquote>凯投宏观(Capital Economics)市场经济学家奥利弗·艾伦(Oliver Allen)在周四的一份报告中表示:“美国股市摆脱了今年通胀飙升的影响,可能是因为这与美国国债实际收益率上升或企业盈利疲软并不同时发生。”实际收益率是投资者在考虑通货膨胀后获得的收益率。</blockquote></p><p> Markets were briefly roiled following the October Consumer Price Index reading on Wednesday. Nominal Treasury yields rose sharply, weighing on stocks, particularly technology and other growth-oriented sectors seen as most sensitive to rising interest rates.</p><p><blockquote>周三公布10月份消费者价格指数后,市场短暂动荡。名义美国国债收益率大幅上升,令股市承压,尤其是被视为对利率上升最敏感的科技和其他成长型板块。</blockquote></p><p> Equities were stable Thursday, while the Treasury market was closed for the U.S. Veterans Day holiday. The tech-heavy Nasdaq Composite , which fell more than 1% on Wednesday, was up 0.7% Thursday, while the S&P 500 edged up 0.1% and the Dow Jones Industrial Average lost 0.4%.</p><p><blockquote>周四股市稳定,而美国国债市场因美国退伍军人节假期休市。以科技股为主的纳斯达克综合指数周三下跌超过1%,周四上涨0.7%,标普500小幅上涨0.1%,道琼斯工业平均指数下跌0.4%。</blockquote></p><p> All three major indexes remain not far off all-time highs, coming off a robust third-quarter earnings season that saw companies maintain profit margins and maintain relatively upbeat guidance.</p><p><blockquote>在经历了强劲的第三季度财报季后,所有三大指数均距离历史高点不远,企业保持了利润率并维持了相对乐观的指引。</blockquote></p><p> Inflation, of course, isn’t necessarily a negative for equities. Stocks are viewed as real assets, which means they tend to appreciate in an inflationary environment, making them a useful hedge against inflation pressures. Also, analysts at Quant Insights, say that stocks have grown less sensitive overall to inflation pressures since 2015.</p><p><blockquote>当然,通货膨胀不一定对股市不利。股票被视为实物资产,这意味着它们在通胀环境下往往会升值,使其成为对冲通胀压力的有用工具。此外,Quant Insights的分析师表示,自2015年以来,股市对通胀压力的敏感度总体下降。</blockquote></p><p> However, inflation well above the low single digits, as was the case in much of the 1970s and early 1980, has tended to coincide with lower stock-market valuations due to the negative effects of rising prices on economic growth or the Fed tightening monetary policy to bring inflation back down, Allen noted.</p><p><blockquote>然而,由于物价上涨对经济增长或美联储收紧货币政策的负面影响,通胀远高于低个位数,就像20世纪70年代和80年代初的大部分时间一样,往往与股市估值较低同时发生。艾伦指出,政策旨在降低通胀。</blockquote></p><p> But despite inflation running in what would appear to be the danger zone, Allen noted that real, or inflation-adjusted interest rates, haven’t risen significantly at either the short or long end of the yield curve.</p><p><blockquote>但艾伦指出,尽管通胀似乎处于危险区域,但实际利率或经通胀调整的利率在收益率曲线的短端或长端都没有大幅上升。</blockquote></p><p> While the October CPI release prompted a small rise in the yield on 10-year U.S. Treasury inflation protected securities on Wednesday, the general pattern of the past six months has been characterized by falling real yields that have appeared to push U.S. equities higher, Allen said (see chart below).</p><p><blockquote>艾伦表示,虽然10月份CPI的发布促使周三10年期美国国债通胀保值证券收益率小幅上升,但过去六个月的总体模式是实际收益率下降,这似乎推动了美国股市走高(见下图)。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/077484a8788885d4c202fb3d6a80bd17\" tg-width=\"700\" tg-height=\"498\" width=\"100%\" height=\"auto\"><span>Capital Economics</span></p><p><blockquote><p class=\"t-img-caption\"><span>凯投宏观</span></p></blockquote></p><p> Meanwhile, the sharp, one-day rise in the 10-year Treasury yield and moves in fed funds futures on Wednesday reflected expectations the Fed will accelerate the wind-down of its asset-buying program and begin lifting its policy interest rates in 2022 sooner and more aggressively than expected. But it didn’t indicate investors fear a long-lasting run of high inflation, said Nicholas Colas, co-founder of DataTrek Research, in a Thursday note.</p><p><blockquote>与此同时,周三10年期国债收益率的单日大幅上涨和联邦基金期货的走势反映了人们对美联储将加速缩减资产购买计划并在2022年更快、更激进地开始提高政策利率的预期。但DataTrek Research联合创始人尼古拉斯·科拉斯(Nicholas Colas)在周四的一份报告中表示,这并不表明投资者担心长期高通胀。</blockquote></p><p> The market action on Wednesday “was all about investors adjusting their views on Fed policy. If [investors] really thought plus-6% inflation was the ‘new normal,’ asset prices would be much, much lower,” Colas wrote.</p><p><blockquote>周三的市场走势“完全是投资者调整对美联储政策的看法。如果(投资者)真的认为+6%的通胀率是‘新常态’,资产价格将会低得多,”Colas写道。</blockquote></p><p> And while the breakeven rate on five-year Treasury inflation protected securities hit a new high, they’re still signaling expectations for inflation of just 3% over the next half-decade, he said.</p><p><blockquote>他表示,尽管五年期通胀保值国债的盈亏平衡率创下新高,但仍表明未来五年通胀率仅为3%的预期。</blockquote></p><p> Some investors do fear the Fed has already lost control of inflation and inflation expectations. As result, policy makers may need to tighten monetary policy much more aggressively than anticipated, potentially leading to a sharp economic downturn.</p><p><blockquote>一些投资者确实担心美联储已经失去了对通胀和通胀预期的控制。因此,政策制定者可能需要比预期更积极地收紧货币政策,这可能导致经济急剧下滑。</blockquote></p><p> But some stock-market watchers expect stocks to remain supported until policy makers show signs they’re prepared to take more aggressive action.</p><p><blockquote>但一些股市观察人士预计,在政策制定者显示出准备采取更激进行动的迹象之前,股市将继续受到支撑。</blockquote></p><p> The rise in bond yields on Wednesday marked a bounce from a sharp two-week decline that wasn’t based on fundamentals and was, therefore, unlikely to last, said Tom Essaye, founder of Sevens Report Research, in a Thursday note.</p><p><blockquote>Sevens Report Research创始人Tom Essaye在周四的一份报告中表示,周三债券收益率的上涨标志着从两周的大幅下跌中反弹,这种下跌并非基于基本面,因此不太可能持续。</blockquote></p><p> “During that period, tech rallied and led markets higher, and we’re seeing both trades now unwind. And given tech’s large weighting, that will be a headwind on the S&P 500,” he said.</p><p><blockquote>“在此期间,科技股上涨并引领市场走高,我们看到这两项交易现在都在平仓。鉴于科技股的权重较大,这将是标普500的阻力,”他表示。</blockquote></p><p> “But unless the Fed starts strongly hinting at an accelerated taper or a much- sooner-than-expected rate hike, we do not see yesterday’s hot CPI or rise in yields as a reason to get more defensive,” he said, arguing it was instead reminder of the dominant trends in the market: above-normal inflation and rising yields.</p><p><blockquote>他表示:“但除非美联储开始强烈暗示加速缩减规模或比预期早得多的加息,否则我们不认为昨天火爆的CPI或收益率上升是采取更多防御措施的理由。”相反,它提醒人们市场的主导趋势:高于正常水平的通胀和不断上升的收益率。</blockquote></p><p> A policy shift by the Fed could come before year-end, potentially spelling trouble for stocks, warned Jeremy Siegel, finance professor at the University of Pennsylvania’s Wharton School. in a CNBC interview on Wednesday.</p><p><blockquote>宾夕法尼亚大学沃顿商学院金融学教授杰里米·西格尔警告说,美联储可能会在年底前改变政策,这可能会给股市带来麻烦。在周三接受CNBC采访时。</blockquote></p><p></p><p> “Listen, stocks love inflation until the Fed gets serious about it and they have not been serious about it,” he said, warning that more inflation data in line with the October report before the central bank’s mid-December policy meeting would put “enormous” pressure on Chairman Jerome Powell “to come down much stronger than he has so far.”</p><p><blockquote>他表示:“听着,在美联储认真对待通胀之前,股市都喜欢通胀,但他们并没有认真对待通胀。”他警告说,在央行12月中旬政策会议之前,更多与10月份报告一致的通胀数据将带来“巨大的压力”。主席杰罗姆·鲍威尔面临“比迄今为止更大的压力”。</blockquote></p><p> Allen said Capital Economics expects the Fed to follow through with a “modest tightening in the real stance of monetary policy,” accompanied by a grind higher for U.S. TIPS yields.</p><p><blockquote>艾伦表示,凯投宏观预计美联储将继续“适度收紧货币政策的实际立场”,同时美国TIPS收益率将大幅走高。</blockquote></p><p> “The tailwind of falling real yields turning into a modest headwind is one reason why we think U.S. equities will struggle to make gains over the next couple of years,” Allen wrote. “Another reason is that we think the recovery in the US economy will fall short of investors’ expectations.”</p><p><blockquote>艾伦写道:“实际收益率下降的顺风变成了温和的逆风,这是我们认为美国股市在未来几年将难以上涨的原因之一。”“另一个原因是,我们认为美国经济的复苏将达不到投资者的预期。”</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the hottest inflation in 3 decades isn’t rattling stock-market bulls<blockquote>为什么三十年来最热的通胀并没有让股市多头感到不安</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Marketwatch</strong><span class=\"h-time small\">2021-11-12 15:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock market investors still aren’t sweating rising inflation pressures that saw U.S. consumer prices rise 6.2% year-over-year in October, a nearly 31-year high. And that might not change until the Federal Reserve gets more aggressive, analysts said.</p><p><blockquote>股市投资者仍然没有为不断上升的通胀压力感到担忧,10月份美国消费者价格同比上涨6.2%,创近31年来新高。分析师表示,在美联储变得更加激进之前,这种情况可能不会改变。</blockquote></p><p> “U.S. equities have shrugged off this year’s surge in inflation, probably because it has not coincided with either a rise in the real yields of Treasurys or weakness in corporate earnings,” said Oliver Allen, markets economist at Capital Economics, in a Thursday note. The real yield is the yield an investor receives after accounting for inflation.</p><p><blockquote>凯投宏观(Capital Economics)市场经济学家奥利弗·艾伦(Oliver Allen)在周四的一份报告中表示:“美国股市摆脱了今年通胀飙升的影响,可能是因为这与美国国债实际收益率上升或企业盈利疲软并不同时发生。”实际收益率是投资者在考虑通货膨胀后获得的收益率。</blockquote></p><p> Markets were briefly roiled following the October Consumer Price Index reading on Wednesday. Nominal Treasury yields rose sharply, weighing on stocks, particularly technology and other growth-oriented sectors seen as most sensitive to rising interest rates.</p><p><blockquote>周三公布10月份消费者价格指数后,市场短暂动荡。名义美国国债收益率大幅上升,令股市承压,尤其是被视为对利率上升最敏感的科技和其他成长型板块。</blockquote></p><p> Equities were stable Thursday, while the Treasury market was closed for the U.S. Veterans Day holiday. The tech-heavy Nasdaq Composite , which fell more than 1% on Wednesday, was up 0.7% Thursday, while the S&P 500 edged up 0.1% and the Dow Jones Industrial Average lost 0.4%.</p><p><blockquote>周四股市稳定,而美国国债市场因美国退伍军人节假期休市。以科技股为主的纳斯达克综合指数周三下跌超过1%,周四上涨0.7%,标普500小幅上涨0.1%,道琼斯工业平均指数下跌0.4%。</blockquote></p><p> All three major indexes remain not far off all-time highs, coming off a robust third-quarter earnings season that saw companies maintain profit margins and maintain relatively upbeat guidance.</p><p><blockquote>在经历了强劲的第三季度财报季后,所有三大指数均距离历史高点不远,企业保持了利润率并维持了相对乐观的指引。</blockquote></p><p> Inflation, of course, isn’t necessarily a negative for equities. Stocks are viewed as real assets, which means they tend to appreciate in an inflationary environment, making them a useful hedge against inflation pressures. Also, analysts at Quant Insights, say that stocks have grown less sensitive overall to inflation pressures since 2015.</p><p><blockquote>当然,通货膨胀不一定对股市不利。股票被视为实物资产,这意味着它们在通胀环境下往往会升值,使其成为对冲通胀压力的有用工具。此外,Quant Insights的分析师表示,自2015年以来,股市对通胀压力的敏感度总体下降。</blockquote></p><p> However, inflation well above the low single digits, as was the case in much of the 1970s and early 1980, has tended to coincide with lower stock-market valuations due to the negative effects of rising prices on economic growth or the Fed tightening monetary policy to bring inflation back down, Allen noted.</p><p><blockquote>然而,由于物价上涨对经济增长或美联储收紧货币政策的负面影响,通胀远高于低个位数,就像20世纪70年代和80年代初的大部分时间一样,往往与股市估值较低同时发生。艾伦指出,政策旨在降低通胀。</blockquote></p><p> But despite inflation running in what would appear to be the danger zone, Allen noted that real, or inflation-adjusted interest rates, haven’t risen significantly at either the short or long end of the yield curve.</p><p><blockquote>但艾伦指出,尽管通胀似乎处于危险区域,但实际利率或经通胀调整的利率在收益率曲线的短端或长端都没有大幅上升。</blockquote></p><p> While the October CPI release prompted a small rise in the yield on 10-year U.S. Treasury inflation protected securities on Wednesday, the general pattern of the past six months has been characterized by falling real yields that have appeared to push U.S. equities higher, Allen said (see chart below).</p><p><blockquote>艾伦表示,虽然10月份CPI的发布促使周三10年期美国国债通胀保值证券收益率小幅上升,但过去六个月的总体模式是实际收益率下降,这似乎推动了美国股市走高(见下图)。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/077484a8788885d4c202fb3d6a80bd17\" tg-width=\"700\" tg-height=\"498\" width=\"100%\" height=\"auto\"><span>Capital Economics</span></p><p><blockquote><p class=\"t-img-caption\"><span>凯投宏观</span></p></blockquote></p><p> Meanwhile, the sharp, one-day rise in the 10-year Treasury yield and moves in fed funds futures on Wednesday reflected expectations the Fed will accelerate the wind-down of its asset-buying program and begin lifting its policy interest rates in 2022 sooner and more aggressively than expected. But it didn’t indicate investors fear a long-lasting run of high inflation, said Nicholas Colas, co-founder of DataTrek Research, in a Thursday note.</p><p><blockquote>与此同时,周三10年期国债收益率的单日大幅上涨和联邦基金期货的走势反映了人们对美联储将加速缩减资产购买计划并在2022年更快、更激进地开始提高政策利率的预期。但DataTrek Research联合创始人尼古拉斯·科拉斯(Nicholas Colas)在周四的一份报告中表示,这并不表明投资者担心长期高通胀。</blockquote></p><p> The market action on Wednesday “was all about investors adjusting their views on Fed policy. If [investors] really thought plus-6% inflation was the ‘new normal,’ asset prices would be much, much lower,” Colas wrote.</p><p><blockquote>周三的市场走势“完全是投资者调整对美联储政策的看法。如果(投资者)真的认为+6%的通胀率是‘新常态’,资产价格将会低得多,”Colas写道。</blockquote></p><p> And while the breakeven rate on five-year Treasury inflation protected securities hit a new high, they’re still signaling expectations for inflation of just 3% over the next half-decade, he said.</p><p><blockquote>他表示,尽管五年期通胀保值国债的盈亏平衡率创下新高,但仍表明未来五年通胀率仅为3%的预期。</blockquote></p><p> Some investors do fear the Fed has already lost control of inflation and inflation expectations. As result, policy makers may need to tighten monetary policy much more aggressively than anticipated, potentially leading to a sharp economic downturn.</p><p><blockquote>一些投资者确实担心美联储已经失去了对通胀和通胀预期的控制。因此,政策制定者可能需要比预期更积极地收紧货币政策,这可能导致经济急剧下滑。</blockquote></p><p> But some stock-market watchers expect stocks to remain supported until policy makers show signs they’re prepared to take more aggressive action.</p><p><blockquote>但一些股市观察人士预计,在政策制定者显示出准备采取更激进行动的迹象之前,股市将继续受到支撑。</blockquote></p><p> The rise in bond yields on Wednesday marked a bounce from a sharp two-week decline that wasn’t based on fundamentals and was, therefore, unlikely to last, said Tom Essaye, founder of Sevens Report Research, in a Thursday note.</p><p><blockquote>Sevens Report Research创始人Tom Essaye在周四的一份报告中表示,周三债券收益率的上涨标志着从两周的大幅下跌中反弹,这种下跌并非基于基本面,因此不太可能持续。</blockquote></p><p> “During that period, tech rallied and led markets higher, and we’re seeing both trades now unwind. And given tech’s large weighting, that will be a headwind on the S&P 500,” he said.</p><p><blockquote>“在此期间,科技股上涨并引领市场走高,我们看到这两项交易现在都在平仓。鉴于科技股的权重较大,这将是标普500的阻力,”他表示。</blockquote></p><p> “But unless the Fed starts strongly hinting at an accelerated taper or a much- sooner-than-expected rate hike, we do not see yesterday’s hot CPI or rise in yields as a reason to get more defensive,” he said, arguing it was instead reminder of the dominant trends in the market: above-normal inflation and rising yields.</p><p><blockquote>他表示:“但除非美联储开始强烈暗示加速缩减规模或比预期早得多的加息,否则我们不认为昨天火爆的CPI或收益率上升是采取更多防御措施的理由。”相反,它提醒人们市场的主导趋势:高于正常水平的通胀和不断上升的收益率。</blockquote></p><p> A policy shift by the Fed could come before year-end, potentially spelling trouble for stocks, warned Jeremy Siegel, finance professor at the University of Pennsylvania’s Wharton School. in a CNBC interview on Wednesday.</p><p><blockquote>宾夕法尼亚大学沃顿商学院金融学教授杰里米·西格尔警告说,美联储可能会在年底前改变政策,这可能会给股市带来麻烦。在周三接受CNBC采访时。</blockquote></p><p></p><p> “Listen, stocks love inflation until the Fed gets serious about it and they have not been serious about it,” he said, warning that more inflation data in line with the October report before the central bank’s mid-December policy meeting would put “enormous” pressure on Chairman Jerome Powell “to come down much stronger than he has so far.”</p><p><blockquote>他表示:“听着,在美联储认真对待通胀之前,股市都喜欢通胀,但他们并没有认真对待通胀。”他警告说,在央行12月中旬政策会议之前,更多与10月份报告一致的通胀数据将带来“巨大的压力”。主席杰罗姆·鲍威尔面临“比迄今为止更大的压力”。</blockquote></p><p> Allen said Capital Economics expects the Fed to follow through with a “modest tightening in the real stance of monetary policy,” accompanied by a grind higher for U.S. TIPS yields.</p><p><blockquote>艾伦表示,凯投宏观预计美联储将继续“适度收紧货币政策的实际立场”,同时美国TIPS收益率将大幅走高。</blockquote></p><p> “The tailwind of falling real yields turning into a modest headwind is one reason why we think U.S. equities will struggle to make gains over the next couple of years,” Allen wrote. “Another reason is that we think the recovery in the US economy will fall short of investors’ expectations.”</p><p><blockquote>艾伦写道:“实际收益率下降的顺风变成了温和的逆风,这是我们认为美国股市在未来几年将难以上涨的原因之一。”“另一个原因是,我们认为美国经济的复苏将达不到投资者的预期。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/why-the-hottest-inflation-in-3-decades-isnt-rattling-stock-market-bulls-11636661515?siteid=yhoof2\">Marketwatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/why-the-hottest-inflation-in-3-decades-isnt-rattling-stock-market-bulls-11636661515?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1144158970","content_text":"Stock market investors still aren’t sweating rising inflation pressures that saw U.S. consumer prices rise 6.2% year-over-year in October, a nearly 31-year high. And that might not change until the Federal Reserve gets more aggressive, analysts said.\n“U.S. equities have shrugged off this year’s surge in inflation, probably because it has not coincided with either a rise in the real yields of Treasurys or weakness in corporate earnings,” said Oliver Allen, markets economist at Capital Economics, in a Thursday note. The real yield is the yield an investor receives after accounting for inflation.\nMarkets were briefly roiled following the October Consumer Price Index reading on Wednesday. Nominal Treasury yields rose sharply, weighing on stocks, particularly technology and other growth-oriented sectors seen as most sensitive to rising interest rates.\nEquities were stable Thursday, while the Treasury market was closed for the U.S. Veterans Day holiday. The tech-heavy Nasdaq Composite , which fell more than 1% on Wednesday, was up 0.7% Thursday, while the S&P 500 edged up 0.1% and the Dow Jones Industrial Average lost 0.4%.\nAll three major indexes remain not far off all-time highs, coming off a robust third-quarter earnings season that saw companies maintain profit margins and maintain relatively upbeat guidance.\nInflation, of course, isn’t necessarily a negative for equities. Stocks are viewed as real assets, which means they tend to appreciate in an inflationary environment, making them a useful hedge against inflation pressures. Also, analysts at Quant Insights, say that stocks have grown less sensitive overall to inflation pressures since 2015.\nHowever, inflation well above the low single digits, as was the case in much of the 1970s and early 1980, has tended to coincide with lower stock-market valuations due to the negative effects of rising prices on economic growth or the Fed tightening monetary policy to bring inflation back down, Allen noted.\nBut despite inflation running in what would appear to be the danger zone, Allen noted that real, or inflation-adjusted interest rates, haven’t risen significantly at either the short or long end of the yield curve.\nWhile the October CPI release prompted a small rise in the yield on 10-year U.S. Treasury inflation protected securities on Wednesday, the general pattern of the past six months has been characterized by falling real yields that have appeared to push U.S. equities higher, Allen said (see chart below).\nCapital Economics\nMeanwhile, the sharp, one-day rise in the 10-year Treasury yield and moves in fed funds futures on Wednesday reflected expectations the Fed will accelerate the wind-down of its asset-buying program and begin lifting its policy interest rates in 2022 sooner and more aggressively than expected. But it didn’t indicate investors fear a long-lasting run of high inflation, said Nicholas Colas, co-founder of DataTrek Research, in a Thursday note.\nThe market action on Wednesday “was all about investors adjusting their views on Fed policy. If [investors] really thought plus-6% inflation was the ‘new normal,’ asset prices would be much, much lower,” Colas wrote.\nAnd while the breakeven rate on five-year Treasury inflation protected securities hit a new high, they’re still signaling expectations for inflation of just 3% over the next half-decade, he said.\nSome investors do fear the Fed has already lost control of inflation and inflation expectations. As result, policy makers may need to tighten monetary policy much more aggressively than anticipated, potentially leading to a sharp economic downturn.\nBut some stock-market watchers expect stocks to remain supported until policy makers show signs they’re prepared to take more aggressive action.\nThe rise in bond yields on Wednesday marked a bounce from a sharp two-week decline that wasn’t based on fundamentals and was, therefore, unlikely to last, said Tom Essaye, founder of Sevens Report Research, in a Thursday note.\n“During that period, tech rallied and led markets higher, and we’re seeing both trades now unwind. And given tech’s large weighting, that will be a headwind on the S&P 500,” he said.\n“But unless the Fed starts strongly hinting at an accelerated taper or a much- sooner-than-expected rate hike, we do not see yesterday’s hot CPI or rise in yields as a reason to get more defensive,” he said, arguing it was instead reminder of the dominant trends in the market: above-normal inflation and rising yields.\nA policy shift by the Fed could come before year-end, potentially spelling trouble for stocks, warned Jeremy Siegel, finance professor at the University of Pennsylvania’s Wharton School. in a CNBC interview on Wednesday.\n“Listen, stocks love inflation until the Fed gets serious about it and they have not been serious about it,” he said, warning that more inflation data in line with the October report before the central bank’s mid-December policy meeting would put “enormous” pressure on Chairman Jerome Powell “to come down much stronger than he has so far.”\nAllen said Capital Economics expects the Fed to follow through with a “modest tightening in the real stance of monetary policy,” accompanied by a grind higher for U.S. TIPS yields.\n“The tailwind of falling real yields turning into a modest headwind is one reason why we think U.S. equities will struggle to make gains over the next couple of years,” Allen wrote. “Another reason is that we think the recovery in the US economy will fall short of investors’ expectations.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600839486,"gmtCreate":1638114455737,"gmtModify":1638114455964,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks ","listText":"Please like, thanks ","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/600839486","repostId":"2186432895","repostType":4,"isVote":1,"tweetType":1,"viewCount":1960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857009341,"gmtCreate":1635489924549,"gmtModify":1635489924947,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thank you","listText":"Please like, thank you","text":"Please like, thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/857009341","repostId":"1122237204","repostType":4,"repost":{"id":"1122237204","kind":"news","pubTimestamp":1635476471,"share":"https://www.laohu8.com/m/news/1122237204?lang=zh_CN&edition=full","pubTime":"2021-10-29 11:01","market":"us","language":"en","title":"Intel, Nvidia, Or AMD: Which Chip Stock Is The Better Buy?<blockquote>英特尔、英伟达或AMD:哪只芯片股票更值得购买?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122237204","media":"Seeking Alpha","summary":"Summary\n\nIntel reported a set of earnings that was pretty decent. However, the market was confused w","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Intel reported a set of earnings that was pretty decent. However, the market was confused with its ambitious growth plans.</li> <li>Advanced Micro Devices continues its run of phenomenal results in FY21. Dr. Lisa Su & Co. is making the most out of Intel's stumbles.</li> <li>Nvidia will issue its FQ3 report card on 17 November. The company's growth momentum is expected to continue slowing down.</li> <li>We discuss which semiconductor stock is the better buy now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c8b907cc53a6667f686b7acaf873b0a\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>英特尔公布了一系列相当不错的收益。然而,市场对其雄心勃勃的增长计划感到困惑。</li><li>Advanced Micro Devices在2021财年继续取得惊人的业绩。苏丽莎博士公司正在充分利用英特尔的失误。</li><li>英伟达将于11月17日发布第三季度成绩单。预计公司增长势头将继续放缓。</li><li>我们讨论现在购买哪只半导体股票更好。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Advanced Micro Devices, Inc. (AMD) issued a fantastic FQ3 report card recently. The company also handily beat consensus estimates and reaffirmed AMD's position as one of the leading semiconductor companies.</p><p><blockquote>超微设备公司(AMD)最近发布了一份精彩的第三季度成绩单。该公司还轻松超出了市场普遍预期,并重申了AMD作为领先半导体公司之一的地位。</blockquote></p><p> Notably, the company made gains while Intel (INTC) reported a set of results that we thought were actually pretty fine. There were some concerns over underwhelming data center performance, but it was expected. However, the market didn't like what Pat Gelsinger & Co. telegraphed and thrashed the stock after earnings. Intel communicated what it would cost on its quest to retake its process node leadership. However, it seems that investors weren't sure about the company's ambitious plans. Coupled with weakened profitability and free cash flow prospects, some value-oriented investors seemed to have headed for the exit.</p><p><blockquote>值得注意的是,该公司取得了收益,而英特尔(INTC)报告了一系列我们认为实际上相当不错的业绩。人们对数据中心性能不佳存在一些担忧,但这是意料之中的。然而,市场并不喜欢帕特·基辛格公司(Pat Gelsinger&Co.)的电报,并在财报公布后大幅下跌该股。英特尔传达了重新夺回其工艺节点领导地位的成本。然而,投资者似乎并不确定该公司雄心勃勃的计划。再加上盈利能力和自由现金流前景减弱,一些价值导向型投资者似乎已走向退出。</blockquote></p><p> Nvidia (NVDA) will issue its FQ3 report card on 17 November. The company had previously guided for a strong quarter. Jensen Huang & Co. see \"sequential growth driven largely by accelerating demand in data center.\" The company also expects growth in each of its three markets, particularly in gaming. Investors' expectations are also high given AMD's robust performance. Hence, investors have eagerly anticipated NVDA's earnings release as NVDA stock pushed through a new all-time high (ATH) this week.</p><p><blockquote>Nvidia(NVDA)将于11月17日发布第三季度成绩单。该公司此前曾预计本季度业绩强劲。黄仁勋公司请参阅“环比增长主要是由数据中心需求加速推动的”。该公司还预计其三个市场都将增长,尤其是在游戏领域。鉴于AMD强劲的业绩,投资者的期望也很高。因此,随着NVDA股价本周创下历史新高(ATH),投资者热切期待NVDA的财报发布。</blockquote></p><p> We will discuss which semiconductor stock is the better buy now between them.</p><p><blockquote>我们将讨论他们之间现在购买哪只半导体股票更好。</blockquote></p><p> <b>INTC, NVDA, AMD Stock YTD Performance</b></p><p><blockquote><b>INTC、NVDA、AMD股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc276e3bd3b1b72a0413e8be2d14ebe3\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>INTC, NVDA, AMD stock YTD performance (as of 27 October 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC、NVDA、AMD股票年初至今表现(截至21年10月27日)。</span></p></blockquote></p><p> NVDA stock continues to enjoy a phenomenal year so far. The stock made a new ATH this week, as YTD returns surged to 87.3%. Bearish investors in NVDA can say all they want, but we have never adopted a bearish NVDA stock thesis. It just doesn't make sense. The stock has the best possible A+ in Seeking Alpha's momentum grade for the whole year. Hence, we really couldn't understand those bearish theses. AMD stock is in second place with a 33.3% YTD gain. It seems like the stock has lagged far behind NVDA stock's incredible performance. However, investors should consider the fact that AMD stock spent most of H1'21 in the red. Therefore, its huge momentum surge in H2'21 has been really impressive. Consequently, the stock's momentum is also given an A grade in Seeking Alpha.</p><p><blockquote>迄今为止,NVDA股票继续享受非凡的一年。该股本周创下新的ATH,年初至今回报率飙升至87.3%。看跌NVDA的投资者可以随心所欲地说,但我们从未采纳看跌NVDA股票的论点。这根本说不通。该股在Seeking Alpha全年动量评级中获得了最好的A+。因此,我们真的无法理解那些看跌的论点。AMD股票排名第二,年初至今上涨33.3%。该股似乎远远落后于NVDA股票令人难以置信的表现。然而,投资者应该考虑这样一个事实,即AMD股票在21年上半年的大部分时间里都处于亏损状态。因此,其在H2'21的巨大势头确实令人印象深刻。因此,该股的势头在Seeking Alpha中也被评为A级。</blockquote></p><p> In contrast, the perennial underperformer INTC stock continues to underperform. The stock started very brightly as it raced to a 40% YTD gain. However, its momentum has completely fizzled out. Currently, its YTD decline of 3.9% looks abysmal when compared to AMD stock and NVDA stock. In addition, Seeking Alpha also assigned it with a D+ rating in momentum.</p><p><blockquote>相比之下,长期表现不佳的INTC股票继续表现不佳。该股开局非常亮眼,年初至今上涨了40%。然而,它的势头已经完全消失了。目前,与AMD股票和NVDA股票相比,其年初至今下跌了3.9%,看起来糟透了。此外,Seeking Alpha还给予其动力D+评级。</blockquote></p><p> <b>Intel FQ3 Report Card Is Telling Of Its Weakening Leadership</b></p><p><blockquote><b>英特尔第三季度成绩单表明其领导力正在减弱</b></blockquote></p><p> There's little doubt that AMD has made the most of its recent dominance over Intel. However, what's more concerning to Intel investors, and likewise encouraging to AMD investors, is the clarity provided by their respective CEOs.</p><p><blockquote>毫无疑问,AMD充分利用了最近对英特尔的主导地位。然而,更令英特尔投资者担忧、同样令AMD投资者感到鼓舞的是他们各自首席执行官提供的明确性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f910460f850f7c0c3bd3508e0812fa7b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Intel LTM revenue by segment. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>英特尔LTM按细分市场划分的收入。数据来源:公司备案</span></p></blockquote></p><p> Intel reported another underwhelming quarter, but we don't think it was unexpected. Sure, the company's data center business (DCG) continues to disappoint compared to NVDA and AMD. However, INTC investors shouldn't be surprised.</p><p><blockquote>英特尔报告了另一个令人印象深刻的季度,但我们认为这并不意外。当然,与NVDA和AMD相比,该公司的数据中心业务(DCG)仍然令人失望。然而,INTC投资者不应该感到惊讶。</blockquote></p><p></p><p> DCG quarterly revenue YoY growth came in at 10% in FQ3. However, DCG revenue has been on a declining trend on a last-twelve-months (LTM) basis since FQ2'20.In a recent AMD article, we mentioned that Omdia estimated that AMD's data center share crossed 15% in Q2'21 for the first time in history. In retrospect, Intel had almost complete dominance in this segment just four years ago. It clearly shows how the critical stumbles from its former management have derailed its previously \"unassailable\" leadership. Now, Gelsinger & Co. are left with the unenviable task of trying to overturn Intel's sinking fortunes. With AMD having assumed the technological leadership at the expense of Intel, it certainly looks like an \"easy bet\" which the company will likely continue to outperform.</p><p><blockquote>第三季度DCG季度收入同比增长10%。然而,自20年第二季度以来,DCG收入在过去12个月(LTM)中一直呈下降趋势。在AMD最近的一篇文章中,我们提到Omdia估计AMD的数据中心份额在21年第二季度历史上首次突破15%。回想起来,就在四年前,英特尔在这一领域几乎完全占据主导地位。它清楚地表明,其前管理层的重大失误是如何破坏其先前“无懈可击”的领导地位的。现在,基辛格公司面临着一项不值得羡慕的任务,那就是试图扭转英特尔不断下滑的命运。随着AMD以牺牲英特尔为代价占据技术领先地位,这看起来肯定是一个“轻松的赌注”,该公司可能会继续跑赢大盘。</blockquote></p><p> Intel's client computing group's (CCG) performance was underwhelming in FQ3. Its revenue fell by 1.9% YoY and 4.4% QoQ, respectively. Notably, it came at a time when 2021 saw a strong resurgence in PC sales.In a recent Apple(AAPL) article, we mentioned that Apple's Mac segment had performed very well in 2021. In just the first three FQs, Mac has exceeded its revenue on a per FY basis over the last three years. Its resurgence is also in line with the trend observed in the industry.</p><p><blockquote>英特尔客户端计算部门(CCG)在第三季度的业绩表现不佳。其收入分别同比下降1.9%和环比下降4.4%。值得注意的是,这发生在2021年PC销量强劲复苏之际。在苹果(AAPL)最近的一篇文章中,我们提到苹果的Mac部门在2021年表现非常出色。仅在前三个FQ中,Mac就超过了过去三年每个财年的收入。它的复兴也符合业内观察到的趋势。</blockquote></p><p> Counterpoint Research noted that \"global PC shipments marked their sixth consecutive YoY growth in Q3 2021 at 84.2 million units. This came despite the ongoing component shortages and other supply constraints.\" Despite that, the firm also emphasized that \"the 9.3% YoY growth during [Q3] implied decelerating PC shipment momentum after four consecutive quarters of double-digit YoY growth since Q3 2020.\"</p><p><blockquote>Counterpoint Research指出,“2021年第三季度,全球PC出货量连续第六次同比增长,达到8420万台。尽管零部件短缺和其他供应限制持续存在,但这一情况还是出现了。”尽管如此,该公司还强调,“[第三季度]9.3%的同比增长意味着自2020年第三季度以来连续四个季度实现两位数同比增长后,PC出货量势头正在放缓。”</blockquote></p><p> Notwithstanding, Mac seems to have picked up strongly in CQ3. IDC reported that Apple's YoY shipment growth in CQ2 was 9.4%. Moreover, Counterpoint research pointed out that Mac YoY shipment growth accelerated to 10.6% in CQ3. Hence, it's interesting to note that Mac grew even faster than the industry average in CQ3. As a result, Mac's global market share grew to 8.7%.</p><p><blockquote>尽管如此,Mac似乎在第三季度表现强劲。IDC报告称,苹果第二季度出货量同比增长9.4%。此外,Counterpoint research指出,第三季度Mac同比出货量增长加速至10.6%。因此,有趣的是,Mac在第三季度的增长速度甚至超过了行业平均水平。因此,Mac的全球市场份额增长至8.7%。</blockquote></p><p> Therefore, it seems like Apple has been doing very well since it decoupled from Intel's chips. Even though Gelsinger remains optimistic about winning back Apple's business through \"better products\" in the future, the divorce looks to be \"finalized\" for now. But investors in semiconductor companies should remember that never say never when it comes to technological leadership. Intel is still a highly profitable company and therefore has the wherewithal and conviction to compete. Whether it can overturn AMD's and NVDA's leadership remains to be seen. But never write the company off so early on.</p><p><blockquote>因此,自与英特尔芯片脱钩以来,苹果似乎一直做得很好。尽管基辛格对未来通过“更好的产品”赢回苹果的业务仍然持乐观态度,但离婚案目前看起来已经“敲定”。但半导体公司的投资者应该记住,在技术领先方面,永远不要说永远。英特尔仍然是一家高利润的公司,因此拥有竞争所需的资金和信念。能否推翻AMD和NVDA的领先地位,还有待观察。但永远不要这么早就放弃公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c622b359fd3a73cac53c0e4410177c3\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\"><span>INTC and AMD LTM gross margins. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC和AMD LTM毛利率。数据来源:标普资本智商</span></p></blockquote></p><p> Pat Gelsinger has telegraphed a highly ambitious plan to assume technological leadership. It's mainly predicated on its \"five process nodes in four years\" quest to assume foundry leadership from Taiwan Semiconductor (TSM). In addition, the company is also willing to \"reset\" its gross margins to compete with AMD and NVDA at the same time. Outgoing CFO George Davis emphasized:</p><p><blockquote>帕特·基辛格(Pat Gelsinger)宣布了一项雄心勃勃的计划,以承担技术领先地位。这主要是基于其“四年内实现五个工艺节点”的追求,以取代台积电(TSM)的代工领导地位。此外,该公司还愿意“重置”毛利率,以同时与AMD和NVDA竞争。即将离任的首席财务官乔治·戴维斯强调:</blockquote></p><p> <i>We expect to see our revenue growth accelerate to a 10% to 12% CAGR over the next 4 to 5 years</i>. For gross margin, with the impact of our investment in capacity and the acceleration of our process technology, <i>we expect gross margins between 51% and 53% over the next 2 to 3 years</i>before moving upward. (from Intel Q3 earnings call) We find it interesting. Yes, the investments for process leadership and capacity expansion will affect its profitability. But Intel recognizes that it's at least a five-year process. At this time, is the company going to let Dr. Lisa Su & Co. take all the glory while Intel works out its troubles? Obviously not. Pat recognizes that he needs a stop-gap solution. Short of saying \"we are cutting prices now\" to compete with AMD, this is as close as it gets.</p><p><blockquote><i>我们预计未来4至5年我们的收入增长将加速至10%至12%的复合年增长率</i>就毛利率而言,受我们产能投资及工艺技术加速的影响,<i>我们预计未来2至3年毛利率将在51%至53%之间</i>在向上移动之前。(来自英特尔第三季度看涨期权收益)我们觉得这很有趣。是的,流程领先和产能扩张的投资将影响其盈利能力。但英特尔认识到这至少需要五年的时间。这个时候,公司是不是要让苏姿丰博士(Dr.Lisa Su&Co.)拿走所有的荣耀,而英特尔则解决它的麻烦?显然不是。帕特认识到他需要一个权宜之计。除了说“我们现在正在降价”来与AMD竞争之外,这已经是最接近的了。</blockquote></p><p> We also highlighted in our previous AMD article (published on 20 September) that \"Intel is recently reported to be ready to lower the prices for its data center chips. The move was deemed necessary \"to lure back data center operators that have switched to rival Advanced Micro Devices.\" Otherwise, how can Gelsinger & Co. be so confident in stopping the rot from AMD's continued success? Intel has telegraphed a highly ambitious plan to increase revenue by a CAGR of 10% to 12% over the next four to five years. Intel is trying to transform itself back into a growth company. If you want to grow and don't have technological leadership, you must give up some profits. That makes absolute sense.</p><p><blockquote>我们还在之前的AMD文章(9月20日发布)中强调,“据报道,英特尔最近准备降低其数据中心芯片的价格。此举被认为是必要的”,以吸引已转向竞争对手Advanced Micro Devices的数据中心运营商。”否则,基辛格公司怎么能如此自信地阻止AMD持续成功的颓势呢?英特尔宣布了一项雄心勃勃的计划,在未来四到五年内将收入以10%到12%的复合年增长率增长。英特尔正试图将自己变回一家成长型公司。如果你想增长,没有技术领先,你必须放弃一些利润。这完全有道理。</blockquote></p><p></p><p> The good thing is, Intel is already a highly profitable company. Its gross margins had declined markedly from the days when it posted margins north of 60%. However, its LTM margin of 56.3% is still significantly higher than AMD's 46.8%. Therefore, Intel's plans are credible. The company will now go head-on to compete with AMD in pricing while investing in assuming foundry leadership. Dr. Lisa Su & Co., you have been cautioned.</p><p><blockquote>好的一面是,英特尔已经是一家高利润的公司。其毛利率较利润率超过60%时明显下降。不过,其56.3%的LTM利润率仍明显高于AMD的46.8%。因此,英特尔的计划是可信的。该公司现在将在定价上与AMD正面竞争,同时投资占据代工领导地位。苏丽莎博士公司,你已经被警告了。</blockquote></p><p> <b>AMD Continues Its Gangbusters Growth</b></p><p><blockquote><b>AMD继续强劲增长</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fb460f1a24eeac1ff3e46cc0ebd78f3\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>AMD quarterly revenue by segment. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD按部门划分的季度收入。数据来源:公司备案</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5df5298fbc9733b0c0a8b1110c401ba\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>AMD revenue segments YoY growth. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD收入部门同比增长。数据来源:公司备案</span></p></blockquote></p><p> There's little doubt that Dr. Lisa Su & Co. have made the most of Intel's absolute mess. The company has been firing on all cylinders as it outperformed estimates easily. It continues to report tremendous strength in all its segments. FQ3 saw Advanced Micro Devices report 43.9% YoY growth in revenue for its computing and graphics business. Moreover, its enterprise, embedded, and semi-custom (EESC) segment continues its phenomenal run as AMD posted YoY revenue growth of 68.9%. Therefore, AMD has certainly made the most of Intel's losses in data center. Moreover, its computing and graphics growth has also been fantastic. AMD has undoubtedly grown much faster than the market.</p><p><blockquote>毫无疑问,Lisa Su&Co.充分利用了英特尔的绝对混乱。该公司一直在全力以赴,因为它的表现轻松超出了预期。它继续在所有领域展现出巨大的实力。Advanced Micro Devices报告第三季度计算和图形业务收入同比增长43.9%。此外,AMD的企业、嵌入式和半定制(EESC)部门继续保持惊人的表现,收入同比增长68.9%。因此,AMD当然充分利用了英特尔在数据中心方面的亏损。此外,它的计算和图形增长也非常出色。AMD的增长速度无疑比市场快得多。</blockquote></p><p> In fact, AMD continues to expect strong sequential growth into FQ4. AMD emphasized:</p><p><blockquote>事实上,AMD继续预计第四季度将实现强劲的环比增长。AMD强调:</blockquote></p><p> We expect revenue to be approximately $4.5 billion, plus or minus $100 million, an increase of approximately <i>39% year-over-year and approximately 4% sequentially</i>. The year-over-year increase is expected to be driven by growth across all businesses. The quarter-over-quarter increase is expected to be driven by higher server and semi-custom sales. For the full year 2021, <i>we now expect revenue to increase approximately 65% over 2020, driven by growth across all businesses</i>, up from the prior guidance of 60%. (from AMD FQ3 earnings call) For a company that tells you that it expects a 65% YoY growth over FY20, it's clear it has achieved phenomenal results. Therefore, the market should reward AMD investors. AMD stock has clearly been outperforming the market after its early-year stumbles.</p><p><blockquote>我们预计营收约为45亿美元,正负1亿美元,增长约<i>同比增长39%,环比增长约4%</i>预计同比增长将受到所有业务增长的推动。预计环比增长将受到服务器和半定制销售额增加的推动。2021年全年,<i>我们现在预计,在所有业务增长的推动下,收入将比2020年增长约65%</i>,高于之前60%的指导。(来自AMD看涨期权第三季度收益)对于一家告诉您预计2020财年同比增长65%的公司来说,很明显它已经取得了惊人的成果。因此,市场应该奖励AMD投资者。AMD股票在经历了年初的下跌后,显然一直跑赢大盘。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af9edf4c4d4b8055eee2f32456b6589d\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>AMD est. revenue and EBITDA mean consensus. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD东部时间。收入和EBITDA意味着共识。数据来源:标普资本智商</span></p></blockquote></p><p> However, we think investors need to consider how AMD will likely perform moving forward. Following its outstanding FQ3 report card, consensus estimates have also been revised upwards. AMD is estimated to post a revenue CAGR of 30.2% and an EBITDA CAGR of 50.4%. Compared to the company's FY21 revenue YoY growth guidance of 65%, it's a marked deceleration.</p><p><blockquote>然而,我们认为投资者需要考虑AMD未来的表现。继第三季度成绩单出色之后,共识预期也被上调。AMD预计收入复合年增长率为30.2%,EBITDA复合年增长率为50.4%。与该公司2021财年65%的收入同比增长指引相比,这是一个明显的减速。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/970fd9b4cebec404a6c9bcc8c5b18140\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"><span>AMD LTM revenue and EBITDA. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD LTM收入和EBITDA。数据来源:标普资本智商</span></p></blockquote></p><p> Importantly, AMD has also grown its LTM revenue and EBITDA by a CAGR of 31.2% and 160% over the last four years, respectively. Therefore, AMD is unlikely to post such monstrous growth moving forward. As a result, investors need to taper their expectations when considering buying its stock. They can't be expecting AMD to continue growing at such phenomenal growth rates incessantly. We know it sounds good, but it's simply not sustainable.</p><p><blockquote>重要的是,AMD的LTM收入和EBITDA在过去四年中也分别以31.2%和160%的复合年增长率增长。因此,AMD未来不太可能实现如此惊人的增长。因此,投资者在考虑购买其股票时需要降低预期。他们不能指望AMD继续以如此惊人的增长率不断增长。我们知道这听起来不错,但这根本不可持续。</blockquote></p><p> We can also observe from its FQ3 performance. Its segments' YoY growth was the slowest in FQ3'21 compared to the previous two quarters. So it's not slow per se, but the growth seems to be decelerating. Therefore, AMD investors, you have been reminded.</p><p><blockquote>我们也可以从它的FQ3表现中观察到。与前两个季度相比,其细分市场在21年第三季度的同比增长是最慢的。因此,它本身并不慢,但增长似乎正在减速。因此,AMD的投资者们,你们被提醒了。</blockquote></p><p> <b>Nvidia Is Expected To Post Slower Much Growth Than Before</b></p><p><blockquote><b>英伟达的增长预计将比以前慢得多</b></blockquote></p><p> Jensen Huang & Co. will release its FQ3'22 report card on 17 November. Its earnings conferences have often been highly anticipated events in the past. Its investors, PC geeks, and gamers love NVDA.</p><p><blockquote>黄仁勋公司将于11月17日发布22年第三季度成绩单。过去,其财报会议往往是备受期待的活动。它的投资者、PC极客和游戏玩家都喜欢NVDA。</blockquote></p><p> The company guided for $6.8B in FQ3 revenue on its previous earnings call. Consensus estimates are also in line with the company's guidance. However,in our previous Nvidia article, we highlighted that the company's revenue growth seems to be decelerating across its main segments.</p><p><blockquote>该公司在之前的收益看涨期权上预计第三季度收入为$6.8 B。共识估计也符合公司的指引。然而,在我们之前的英伟达文章中,我们强调了该公司主要细分市场的收入增长似乎正在减速。</blockquote></p><p> Datacenter growth fell to 35% YoY in FQ2'22. Moreover, Gaming has also demonstrated signs of deceleration. Its growth in FQ2 also slowed to 85% YoY. As a result, the company's overall revenue growth slowed to 68.3% YoY in FQ2.</p><p><blockquote>22年第二季度数据中心同比增长率降至35%。而且,游戏也出现了减速的迹象。第二季度的同比增长也放缓至85%。因此,该公司第二季度整体收入同比增速放缓至68.3%。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfa0d4e579274e870b43dadcb6aa0be7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>NVDA actual and est. quarterly revenue YoY growth. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA实际和预计。季度收入同比增长。数据来源:标普资本智商</span></p></blockquote></p><p> Notably, even with the recently revised estimates, Nvidia is expected to post slower YoY growth in FQ3'22 and beyond. In fact, the deceleration looks alarming. Investors might have to taper their expectations of NVDA's gangbusters growth momentum moving forward. Nothing goes up in one straight line forever. Moving forward, revenue comps will get increasingly harder for Jensen Huang & Co. to beat.</p><p><blockquote>值得注意的是,即使最近修订了预测,Nvidia预计在22年第三季度及以后的同比增长仍将放缓。事实上,减速看起来令人震惊。投资者可能不得不降低对NVDA未来强劲增长势头的预期。没有什么是永远直线上升的。展望未来,黄仁勋公司的收入竞争将变得越来越难以击败。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0873d94239c63b839b483644a71fe429\" tg-width=\"640\" tg-height=\"483\" referrerpolicy=\"no-referrer\"><span>NVDA earnings beats/misses. Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA盈利超出/未达到预期。资料来源:寻求Alpha Premium</span></p></blockquote></p><p> Notwithstanding, we recognize that NVDA might also be sandbagging expectations in its guidance. We noted that NVDA has only missed one quarterly estimate in the last four years. It's an almost flawless performance. Notably, while NVDA has consistently outperformed its guidance, those beats were not incredibly massive. What we meant is investors should not totally disregard the consensus estimates as out of line. They have been pretty accurate over time. So while NVDA might have sandbagged its previous guidance to overdeliver potentially, they had not overdone it.</p><p><blockquote>尽管如此,我们认识到NVDA也可能在其指导中降低预期。我们注意到,NVDA在过去四年中只未达到一个季度预期。这是一场近乎完美的表演。值得注意的是,虽然NVDA的表现一直优于其指导,但这些表现并不是令人难以置信的巨大。我们的意思是,投资者不应该完全忽视共识估计,认为这是不合理的。随着时间的推移,它们变得相当准确。因此,尽管NVDA可能已经将之前的指导意见沙袋化,以可能超额交付,但他们并没有做得太过分。</blockquote></p><p> We understand that some NVDA investors are anticipating its TAM expansion into its software stack, omniverse applications, and cloud-gaming expansion.</p><p><blockquote>我们了解到,一些NVDA投资者预计其TAM将扩展到其软件堆栈、omniverse应用程序和云游戏扩展。</blockquote></p><p> We recognize the incredible efforts invested by NVDA to transform itself into an AI company that has a huge GPU dominance. Coupled with its DPU and CPU forays, the hardware strategy looks very impressive. Moreover, Nvidia's AI Enterprise now offers its complete AI enterprise software suite to its customers. With the number of developers on its platform currently, we think its leadership is secure. The ecosystem will get even stronger over time as more developers come on board. If the company could pull through its Arm acquisition, we think there's no way that Intel or AMD could catch up.</p><p><blockquote>我们认识到NVDA为将自己转变为一家拥有巨大GPU主导地位的人工智能公司所付出的令人难以置信的努力。再加上其DPU和CPU的进军,硬件战略看起来非常令人印象深刻。此外,Nvidia的AI Enterprise现在向客户提供完整的AI Enterprise软件套件。鉴于目前其平台上的开发者数量,我们认为其领导地位是稳固的。随着时间的推移,随着更多开发者的加入,生态系统将变得更加强大。如果该公司能够完成对Arm的收购,我们认为英特尔或AMD不可能赶上。</blockquote></p><p> The main problem is that Nvidia couldn't/is not willing to put a timeline to<i>when they would derive meaningful revenues from its software stack.</i>Nvidia could only add recently: \"But as [we] said, what [we] quoted to you for both NVIDIA enterprise as well as for Omniverse enterprise as being multibillion-dollar opportunities, we see these as very real opportunities, right?\"</p><p><blockquote>主要问题是英伟达不能/不愿意设定时间表<i>当他们从其软件堆栈中获得有意义的收入时。</i>Nvidia最近只能补充道:“但正如[我们]所说,[我们]向您引用的NVIDIA enterprise和Omniverse enterprise价值数十亿美元的机会,我们认为这些都是非常真实的机会,对吗?”</blockquote></p><p> <b>So, Which Chip Stock Is The Better Buy?</b></p><p><blockquote><b>那么,哪只芯片股更好买呢?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97466fa7c05502ccb3d3fb348c1fbedd\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>AMD stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c3575f8db9aafef9a106f36114a1b7\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>NVDA stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> AMD stock currently trades at an EV/NTM EBITDA of 29.7x. Its 3Y NTM EBITDA mean read 30.8x. Therefore, investors can argue that AMD might seem fairly valued right now. In contrast, NVDA stock trades at an EV/NTM EBITDA of 53.5x. Its 3Y NTM EBITDA mean is 41.6x. Thus, the stock is trading at about 28.6% above its 3Y mean. Hence, we think NVDA stock looks overvalued right now. Coupled with potentially slower revenue growth moving forward, a poor quarter might induce potential value compressions. Otherwise, a potential overcapacity problem in 2023 might also hit NVDA stock hard due to its rich valuation.</p><p><blockquote>AMD股票目前的EV/NTM EBITDA为29.7倍。其3年NTM EBITDA平均值为30.8倍。因此,投资者可以说AMD目前的估值似乎相当合理。相比之下,NVDA股票的EV/NTM EBITDA为53.5倍。其3年NTM EBITDA平均值为41.6倍。因此,该股的交易价格比其3年平均水平高出约28.6%。因此,我们认为NVDA股票目前看起来被高估。再加上未来收入增长可能放缓,糟糕的季度可能会导致潜在的价值压缩。否则,2023年潜在的产能过剩问题也可能因其估值过高而严重打击NVDA股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/467ed7eaf7cb4b7aed414494c2110be8\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>INTC stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55716ccea92c6410434d2f1ab7d3ef15\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"><span>INTC stock LTM dividend yield. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC股票LTM股息收益率。数据来源:标普资本智商</span></p></blockquote></p><p> INTC stock trades at an EV/NTM EBITDA of 6.7x. It's markedly below its 3Y mean of 7.6x. Therefore, INTC is clearly a value play and not a growth play. It has also provided a respectable dividend yield for its investors over the years. As a result of its recent post-FQ3 sell-off, the annualized yield has recovered to 2.8%. INTC investors have been very comfortable sitting on its robust profitability and its solid dividend yields over the years. These value and dividend income investors don't invest in INTC stock for growth. They invest in it for its value and its dividends.</p><p><blockquote>INTC股票的EV/NTM EBITDA为6.7倍。这明显低于7.6倍的3年平均水平。因此,INTC显然是一种价值游戏,而不是一种增长游戏。多年来,它还为投资者提供了可观的股息收益率。由于最近第三季度后的抛售,年化收益率已恢复至2.8%。多年来,INTC投资者一直对其强劲的盈利能力和稳健的股息收益率感到非常满意。这些价值和股息收入投资者投资INTC股票并不是为了增长。他们投资它是为了它的价值和股息。</blockquote></p><p></p><p> Pat Gelsinger's ambitious growth plans have thrown them a curveball that they didn't expect. When Intel communicated that these plans would have a discernible impact on its profitability, they feared for their dividends. Perhaps, Gelsinger is banking on a turnover of its investor base. The company could potentially be a huge winner if it succeeds on its growth roadmap. Given that the expectations are so low now, it doesn't even have to be immensely successful for the stock to be re-rated upwards. The huge difference in the growth premium between INTC and its faster growth peers is eye-catching. We think investors who have patience and are willing to ride out the short-term volatility might find INTC stock attractively valued right now. Coupled with a 2.8% dividend yield, it adds more gloss to its premise. Adding on a potential growth re-rating, the stock certainly looks attractive.</p><p><blockquote>帕特·基辛格(Pat Gelsinger)雄心勃勃的增长计划给他们带来了意想不到的麻烦。当英特尔表示这些计划将对其盈利能力产生明显影响时,他们担心股息。也许,基辛格寄希望于其投资者基础的更替。如果该公司在增长路线图上取得成功,它可能会成为巨大的赢家。鉴于现在的预期如此之低,该股甚至不一定要取得巨大成功才能重新上调评级。INTC与增长更快的同行之间增长溢价的巨大差异引人注目。我们认为,有耐心并愿意度过短期波动的投资者可能会发现INTC股票目前的估值很有吸引力。再加上2.8%的股息收益率,为其前提增添了更多光彩。再加上潜在的增长重新评级,该股看起来确实很有吸引力。</blockquote></p><p> Despite that, INTC's long-term momentum has remained weak. The stock's long-term price action has also been much weaker than AMD stock. We recall that Buffett emphasized that he has no qualms about paying a fair price for a fantastic company.</p><p><blockquote>尽管如此,INTC的长期势头仍然疲软。该股的长期价格走势也远弱于AMD股票。我们记得巴菲特强调,他毫不犹豫地为一家出色的公司支付合理的价格。</blockquote></p><p> Therefore, we think <i>AMD stock represents our preferred Buy</i> for now.<i>INTC stock is also a Buy</i> for dividend and value investors. At the same time, we <i>retain our Neutral rating on NVDA</i>.</p><p><blockquote>因此,我们认为<i>AMD股票代表我们优先买入</i>就目前而言。<i>INTC股票也值得买入</i>对于股息和价值投资者。同时,我们<i>维持我们对NVDA的中性评级</i>.</blockquote></p><p> This article was written by JR Research.</p><p><blockquote>本文由JR Research撰写。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel, Nvidia, Or AMD: Which Chip Stock Is The Better Buy?<blockquote>英特尔、英伟达或AMD:哪只芯片股票更值得购买?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel, Nvidia, Or AMD: Which Chip Stock Is The Better Buy?<blockquote>英特尔、英伟达或AMD:哪只芯片股票更值得购买?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-29 11:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Intel reported a set of earnings that was pretty decent. However, the market was confused with its ambitious growth plans.</li> <li>Advanced Micro Devices continues its run of phenomenal results in FY21. Dr. Lisa Su & Co. is making the most out of Intel's stumbles.</li> <li>Nvidia will issue its FQ3 report card on 17 November. The company's growth momentum is expected to continue slowing down.</li> <li>We discuss which semiconductor stock is the better buy now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c8b907cc53a6667f686b7acaf873b0a\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>英特尔公布了一系列相当不错的收益。然而,市场对其雄心勃勃的增长计划感到困惑。</li><li>Advanced Micro Devices在2021财年继续取得惊人的业绩。苏丽莎博士公司正在充分利用英特尔的失误。</li><li>英伟达将于11月17日发布第三季度成绩单。预计公司增长势头将继续放缓。</li><li>我们讨论现在购买哪只半导体股票更好。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Advanced Micro Devices, Inc. (AMD) issued a fantastic FQ3 report card recently. The company also handily beat consensus estimates and reaffirmed AMD's position as one of the leading semiconductor companies.</p><p><blockquote>超微设备公司(AMD)最近发布了一份精彩的第三季度成绩单。该公司还轻松超出了市场普遍预期,并重申了AMD作为领先半导体公司之一的地位。</blockquote></p><p> Notably, the company made gains while Intel (INTC) reported a set of results that we thought were actually pretty fine. There were some concerns over underwhelming data center performance, but it was expected. However, the market didn't like what Pat Gelsinger & Co. telegraphed and thrashed the stock after earnings. Intel communicated what it would cost on its quest to retake its process node leadership. However, it seems that investors weren't sure about the company's ambitious plans. Coupled with weakened profitability and free cash flow prospects, some value-oriented investors seemed to have headed for the exit.</p><p><blockquote>值得注意的是,该公司取得了收益,而英特尔(INTC)报告了一系列我们认为实际上相当不错的业绩。人们对数据中心性能不佳存在一些担忧,但这是意料之中的。然而,市场并不喜欢帕特·基辛格公司(Pat Gelsinger&Co.)的电报,并在财报公布后大幅下跌该股。英特尔传达了重新夺回其工艺节点领导地位的成本。然而,投资者似乎并不确定该公司雄心勃勃的计划。再加上盈利能力和自由现金流前景减弱,一些价值导向型投资者似乎已走向退出。</blockquote></p><p> Nvidia (NVDA) will issue its FQ3 report card on 17 November. The company had previously guided for a strong quarter. Jensen Huang & Co. see \"sequential growth driven largely by accelerating demand in data center.\" The company also expects growth in each of its three markets, particularly in gaming. Investors' expectations are also high given AMD's robust performance. Hence, investors have eagerly anticipated NVDA's earnings release as NVDA stock pushed through a new all-time high (ATH) this week.</p><p><blockquote>Nvidia(NVDA)将于11月17日发布第三季度成绩单。该公司此前曾预计本季度业绩强劲。黄仁勋公司请参阅“环比增长主要是由数据中心需求加速推动的”。该公司还预计其三个市场都将增长,尤其是在游戏领域。鉴于AMD强劲的业绩,投资者的期望也很高。因此,随着NVDA股价本周创下历史新高(ATH),投资者热切期待NVDA的财报发布。</blockquote></p><p> We will discuss which semiconductor stock is the better buy now between them.</p><p><blockquote>我们将讨论他们之间现在购买哪只半导体股票更好。</blockquote></p><p> <b>INTC, NVDA, AMD Stock YTD Performance</b></p><p><blockquote><b>INTC、NVDA、AMD股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc276e3bd3b1b72a0413e8be2d14ebe3\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>INTC, NVDA, AMD stock YTD performance (as of 27 October 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC、NVDA、AMD股票年初至今表现(截至21年10月27日)。</span></p></blockquote></p><p> NVDA stock continues to enjoy a phenomenal year so far. The stock made a new ATH this week, as YTD returns surged to 87.3%. Bearish investors in NVDA can say all they want, but we have never adopted a bearish NVDA stock thesis. It just doesn't make sense. The stock has the best possible A+ in Seeking Alpha's momentum grade for the whole year. Hence, we really couldn't understand those bearish theses. AMD stock is in second place with a 33.3% YTD gain. It seems like the stock has lagged far behind NVDA stock's incredible performance. However, investors should consider the fact that AMD stock spent most of H1'21 in the red. Therefore, its huge momentum surge in H2'21 has been really impressive. Consequently, the stock's momentum is also given an A grade in Seeking Alpha.</p><p><blockquote>迄今为止,NVDA股票继续享受非凡的一年。该股本周创下新的ATH,年初至今回报率飙升至87.3%。看跌NVDA的投资者可以随心所欲地说,但我们从未采纳看跌NVDA股票的论点。这根本说不通。该股在Seeking Alpha全年动量评级中获得了最好的A+。因此,我们真的无法理解那些看跌的论点。AMD股票排名第二,年初至今上涨33.3%。该股似乎远远落后于NVDA股票令人难以置信的表现。然而,投资者应该考虑这样一个事实,即AMD股票在21年上半年的大部分时间里都处于亏损状态。因此,其在H2'21的巨大势头确实令人印象深刻。因此,该股的势头在Seeking Alpha中也被评为A级。</blockquote></p><p> In contrast, the perennial underperformer INTC stock continues to underperform. The stock started very brightly as it raced to a 40% YTD gain. However, its momentum has completely fizzled out. Currently, its YTD decline of 3.9% looks abysmal when compared to AMD stock and NVDA stock. In addition, Seeking Alpha also assigned it with a D+ rating in momentum.</p><p><blockquote>相比之下,长期表现不佳的INTC股票继续表现不佳。该股开局非常亮眼,年初至今上涨了40%。然而,它的势头已经完全消失了。目前,与AMD股票和NVDA股票相比,其年初至今下跌了3.9%,看起来糟透了。此外,Seeking Alpha还给予其动力D+评级。</blockquote></p><p> <b>Intel FQ3 Report Card Is Telling Of Its Weakening Leadership</b></p><p><blockquote><b>英特尔第三季度成绩单表明其领导力正在减弱</b></blockquote></p><p> There's little doubt that AMD has made the most of its recent dominance over Intel. However, what's more concerning to Intel investors, and likewise encouraging to AMD investors, is the clarity provided by their respective CEOs.</p><p><blockquote>毫无疑问,AMD充分利用了最近对英特尔的主导地位。然而,更令英特尔投资者担忧、同样令AMD投资者感到鼓舞的是他们各自首席执行官提供的明确性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f910460f850f7c0c3bd3508e0812fa7b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Intel LTM revenue by segment. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>英特尔LTM按细分市场划分的收入。数据来源:公司备案</span></p></blockquote></p><p> Intel reported another underwhelming quarter, but we don't think it was unexpected. Sure, the company's data center business (DCG) continues to disappoint compared to NVDA and AMD. However, INTC investors shouldn't be surprised.</p><p><blockquote>英特尔报告了另一个令人印象深刻的季度,但我们认为这并不意外。当然,与NVDA和AMD相比,该公司的数据中心业务(DCG)仍然令人失望。然而,INTC投资者不应该感到惊讶。</blockquote></p><p></p><p> DCG quarterly revenue YoY growth came in at 10% in FQ3. However, DCG revenue has been on a declining trend on a last-twelve-months (LTM) basis since FQ2'20.In a recent AMD article, we mentioned that Omdia estimated that AMD's data center share crossed 15% in Q2'21 for the first time in history. In retrospect, Intel had almost complete dominance in this segment just four years ago. It clearly shows how the critical stumbles from its former management have derailed its previously \"unassailable\" leadership. Now, Gelsinger & Co. are left with the unenviable task of trying to overturn Intel's sinking fortunes. With AMD having assumed the technological leadership at the expense of Intel, it certainly looks like an \"easy bet\" which the company will likely continue to outperform.</p><p><blockquote>第三季度DCG季度收入同比增长10%。然而,自20年第二季度以来,DCG收入在过去12个月(LTM)中一直呈下降趋势。在AMD最近的一篇文章中,我们提到Omdia估计AMD的数据中心份额在21年第二季度历史上首次突破15%。回想起来,就在四年前,英特尔在这一领域几乎完全占据主导地位。它清楚地表明,其前管理层的重大失误是如何破坏其先前“无懈可击”的领导地位的。现在,基辛格公司面临着一项不值得羡慕的任务,那就是试图扭转英特尔不断下滑的命运。随着AMD以牺牲英特尔为代价占据技术领先地位,这看起来肯定是一个“轻松的赌注”,该公司可能会继续跑赢大盘。</blockquote></p><p> Intel's client computing group's (CCG) performance was underwhelming in FQ3. Its revenue fell by 1.9% YoY and 4.4% QoQ, respectively. Notably, it came at a time when 2021 saw a strong resurgence in PC sales.In a recent Apple(AAPL) article, we mentioned that Apple's Mac segment had performed very well in 2021. In just the first three FQs, Mac has exceeded its revenue on a per FY basis over the last three years. Its resurgence is also in line with the trend observed in the industry.</p><p><blockquote>英特尔客户端计算部门(CCG)在第三季度的业绩表现不佳。其收入分别同比下降1.9%和环比下降4.4%。值得注意的是,这发生在2021年PC销量强劲复苏之际。在苹果(AAPL)最近的一篇文章中,我们提到苹果的Mac部门在2021年表现非常出色。仅在前三个FQ中,Mac就超过了过去三年每个财年的收入。它的复兴也符合业内观察到的趋势。</blockquote></p><p> Counterpoint Research noted that \"global PC shipments marked their sixth consecutive YoY growth in Q3 2021 at 84.2 million units. This came despite the ongoing component shortages and other supply constraints.\" Despite that, the firm also emphasized that \"the 9.3% YoY growth during [Q3] implied decelerating PC shipment momentum after four consecutive quarters of double-digit YoY growth since Q3 2020.\"</p><p><blockquote>Counterpoint Research指出,“2021年第三季度,全球PC出货量连续第六次同比增长,达到8420万台。尽管零部件短缺和其他供应限制持续存在,但这一情况还是出现了。”尽管如此,该公司还强调,“[第三季度]9.3%的同比增长意味着自2020年第三季度以来连续四个季度实现两位数同比增长后,PC出货量势头正在放缓。”</blockquote></p><p> Notwithstanding, Mac seems to have picked up strongly in CQ3. IDC reported that Apple's YoY shipment growth in CQ2 was 9.4%. Moreover, Counterpoint research pointed out that Mac YoY shipment growth accelerated to 10.6% in CQ3. Hence, it's interesting to note that Mac grew even faster than the industry average in CQ3. As a result, Mac's global market share grew to 8.7%.</p><p><blockquote>尽管如此,Mac似乎在第三季度表现强劲。IDC报告称,苹果第二季度出货量同比增长9.4%。此外,Counterpoint research指出,第三季度Mac同比出货量增长加速至10.6%。因此,有趣的是,Mac在第三季度的增长速度甚至超过了行业平均水平。因此,Mac的全球市场份额增长至8.7%。</blockquote></p><p> Therefore, it seems like Apple has been doing very well since it decoupled from Intel's chips. Even though Gelsinger remains optimistic about winning back Apple's business through \"better products\" in the future, the divorce looks to be \"finalized\" for now. But investors in semiconductor companies should remember that never say never when it comes to technological leadership. Intel is still a highly profitable company and therefore has the wherewithal and conviction to compete. Whether it can overturn AMD's and NVDA's leadership remains to be seen. But never write the company off so early on.</p><p><blockquote>因此,自与英特尔芯片脱钩以来,苹果似乎一直做得很好。尽管基辛格对未来通过“更好的产品”赢回苹果的业务仍然持乐观态度,但离婚案目前看起来已经“敲定”。但半导体公司的投资者应该记住,在技术领先方面,永远不要说永远。英特尔仍然是一家高利润的公司,因此拥有竞争所需的资金和信念。能否推翻AMD和NVDA的领先地位,还有待观察。但永远不要这么早就放弃公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c622b359fd3a73cac53c0e4410177c3\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\"><span>INTC and AMD LTM gross margins. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC和AMD LTM毛利率。数据来源:标普资本智商</span></p></blockquote></p><p> Pat Gelsinger has telegraphed a highly ambitious plan to assume technological leadership. It's mainly predicated on its \"five process nodes in four years\" quest to assume foundry leadership from Taiwan Semiconductor (TSM). In addition, the company is also willing to \"reset\" its gross margins to compete with AMD and NVDA at the same time. Outgoing CFO George Davis emphasized:</p><p><blockquote>帕特·基辛格(Pat Gelsinger)宣布了一项雄心勃勃的计划,以承担技术领先地位。这主要是基于其“四年内实现五个工艺节点”的追求,以取代台积电(TSM)的代工领导地位。此外,该公司还愿意“重置”毛利率,以同时与AMD和NVDA竞争。即将离任的首席财务官乔治·戴维斯强调:</blockquote></p><p> <i>We expect to see our revenue growth accelerate to a 10% to 12% CAGR over the next 4 to 5 years</i>. For gross margin, with the impact of our investment in capacity and the acceleration of our process technology, <i>we expect gross margins between 51% and 53% over the next 2 to 3 years</i>before moving upward. (from Intel Q3 earnings call) We find it interesting. Yes, the investments for process leadership and capacity expansion will affect its profitability. But Intel recognizes that it's at least a five-year process. At this time, is the company going to let Dr. Lisa Su & Co. take all the glory while Intel works out its troubles? Obviously not. Pat recognizes that he needs a stop-gap solution. Short of saying \"we are cutting prices now\" to compete with AMD, this is as close as it gets.</p><p><blockquote><i>我们预计未来4至5年我们的收入增长将加速至10%至12%的复合年增长率</i>就毛利率而言,受我们产能投资及工艺技术加速的影响,<i>我们预计未来2至3年毛利率将在51%至53%之间</i>在向上移动之前。(来自英特尔第三季度看涨期权收益)我们觉得这很有趣。是的,流程领先和产能扩张的投资将影响其盈利能力。但英特尔认识到这至少需要五年的时间。这个时候,公司是不是要让苏姿丰博士(Dr.Lisa Su&Co.)拿走所有的荣耀,而英特尔则解决它的麻烦?显然不是。帕特认识到他需要一个权宜之计。除了说“我们现在正在降价”来与AMD竞争之外,这已经是最接近的了。</blockquote></p><p> We also highlighted in our previous AMD article (published on 20 September) that \"Intel is recently reported to be ready to lower the prices for its data center chips. The move was deemed necessary \"to lure back data center operators that have switched to rival Advanced Micro Devices.\" Otherwise, how can Gelsinger & Co. be so confident in stopping the rot from AMD's continued success? Intel has telegraphed a highly ambitious plan to increase revenue by a CAGR of 10% to 12% over the next four to five years. Intel is trying to transform itself back into a growth company. If you want to grow and don't have technological leadership, you must give up some profits. That makes absolute sense.</p><p><blockquote>我们还在之前的AMD文章(9月20日发布)中强调,“据报道,英特尔最近准备降低其数据中心芯片的价格。此举被认为是必要的”,以吸引已转向竞争对手Advanced Micro Devices的数据中心运营商。”否则,基辛格公司怎么能如此自信地阻止AMD持续成功的颓势呢?英特尔宣布了一项雄心勃勃的计划,在未来四到五年内将收入以10%到12%的复合年增长率增长。英特尔正试图将自己变回一家成长型公司。如果你想增长,没有技术领先,你必须放弃一些利润。这完全有道理。</blockquote></p><p></p><p> The good thing is, Intel is already a highly profitable company. Its gross margins had declined markedly from the days when it posted margins north of 60%. However, its LTM margin of 56.3% is still significantly higher than AMD's 46.8%. Therefore, Intel's plans are credible. The company will now go head-on to compete with AMD in pricing while investing in assuming foundry leadership. Dr. Lisa Su & Co., you have been cautioned.</p><p><blockquote>好的一面是,英特尔已经是一家高利润的公司。其毛利率较利润率超过60%时明显下降。不过,其56.3%的LTM利润率仍明显高于AMD的46.8%。因此,英特尔的计划是可信的。该公司现在将在定价上与AMD正面竞争,同时投资占据代工领导地位。苏丽莎博士公司,你已经被警告了。</blockquote></p><p> <b>AMD Continues Its Gangbusters Growth</b></p><p><blockquote><b>AMD继续强劲增长</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fb460f1a24eeac1ff3e46cc0ebd78f3\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>AMD quarterly revenue by segment. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD按部门划分的季度收入。数据来源:公司备案</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5df5298fbc9733b0c0a8b1110c401ba\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>AMD revenue segments YoY growth. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD收入部门同比增长。数据来源:公司备案</span></p></blockquote></p><p> There's little doubt that Dr. Lisa Su & Co. have made the most of Intel's absolute mess. The company has been firing on all cylinders as it outperformed estimates easily. It continues to report tremendous strength in all its segments. FQ3 saw Advanced Micro Devices report 43.9% YoY growth in revenue for its computing and graphics business. Moreover, its enterprise, embedded, and semi-custom (EESC) segment continues its phenomenal run as AMD posted YoY revenue growth of 68.9%. Therefore, AMD has certainly made the most of Intel's losses in data center. Moreover, its computing and graphics growth has also been fantastic. AMD has undoubtedly grown much faster than the market.</p><p><blockquote>毫无疑问,Lisa Su&Co.充分利用了英特尔的绝对混乱。该公司一直在全力以赴,因为它的表现轻松超出了预期。它继续在所有领域展现出巨大的实力。Advanced Micro Devices报告第三季度计算和图形业务收入同比增长43.9%。此外,AMD的企业、嵌入式和半定制(EESC)部门继续保持惊人的表现,收入同比增长68.9%。因此,AMD当然充分利用了英特尔在数据中心方面的亏损。此外,它的计算和图形增长也非常出色。AMD的增长速度无疑比市场快得多。</blockquote></p><p> In fact, AMD continues to expect strong sequential growth into FQ4. AMD emphasized:</p><p><blockquote>事实上,AMD继续预计第四季度将实现强劲的环比增长。AMD强调:</blockquote></p><p> We expect revenue to be approximately $4.5 billion, plus or minus $100 million, an increase of approximately <i>39% year-over-year and approximately 4% sequentially</i>. The year-over-year increase is expected to be driven by growth across all businesses. The quarter-over-quarter increase is expected to be driven by higher server and semi-custom sales. For the full year 2021, <i>we now expect revenue to increase approximately 65% over 2020, driven by growth across all businesses</i>, up from the prior guidance of 60%. (from AMD FQ3 earnings call) For a company that tells you that it expects a 65% YoY growth over FY20, it's clear it has achieved phenomenal results. Therefore, the market should reward AMD investors. AMD stock has clearly been outperforming the market after its early-year stumbles.</p><p><blockquote>我们预计营收约为45亿美元,正负1亿美元,增长约<i>同比增长39%,环比增长约4%</i>预计同比增长将受到所有业务增长的推动。预计环比增长将受到服务器和半定制销售额增加的推动。2021年全年,<i>我们现在预计,在所有业务增长的推动下,收入将比2020年增长约65%</i>,高于之前60%的指导。(来自AMD看涨期权第三季度收益)对于一家告诉您预计2020财年同比增长65%的公司来说,很明显它已经取得了惊人的成果。因此,市场应该奖励AMD投资者。AMD股票在经历了年初的下跌后,显然一直跑赢大盘。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af9edf4c4d4b8055eee2f32456b6589d\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>AMD est. revenue and EBITDA mean consensus. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD东部时间。收入和EBITDA意味着共识。数据来源:标普资本智商</span></p></blockquote></p><p> However, we think investors need to consider how AMD will likely perform moving forward. Following its outstanding FQ3 report card, consensus estimates have also been revised upwards. AMD is estimated to post a revenue CAGR of 30.2% and an EBITDA CAGR of 50.4%. Compared to the company's FY21 revenue YoY growth guidance of 65%, it's a marked deceleration.</p><p><blockquote>然而,我们认为投资者需要考虑AMD未来的表现。继第三季度成绩单出色之后,共识预期也被上调。AMD预计收入复合年增长率为30.2%,EBITDA复合年增长率为50.4%。与该公司2021财年65%的收入同比增长指引相比,这是一个明显的减速。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/970fd9b4cebec404a6c9bcc8c5b18140\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"><span>AMD LTM revenue and EBITDA. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD LTM收入和EBITDA。数据来源:标普资本智商</span></p></blockquote></p><p> Importantly, AMD has also grown its LTM revenue and EBITDA by a CAGR of 31.2% and 160% over the last four years, respectively. Therefore, AMD is unlikely to post such monstrous growth moving forward. As a result, investors need to taper their expectations when considering buying its stock. They can't be expecting AMD to continue growing at such phenomenal growth rates incessantly. We know it sounds good, but it's simply not sustainable.</p><p><blockquote>重要的是,AMD的LTM收入和EBITDA在过去四年中也分别以31.2%和160%的复合年增长率增长。因此,AMD未来不太可能实现如此惊人的增长。因此,投资者在考虑购买其股票时需要降低预期。他们不能指望AMD继续以如此惊人的增长率不断增长。我们知道这听起来不错,但这根本不可持续。</blockquote></p><p> We can also observe from its FQ3 performance. Its segments' YoY growth was the slowest in FQ3'21 compared to the previous two quarters. So it's not slow per se, but the growth seems to be decelerating. Therefore, AMD investors, you have been reminded.</p><p><blockquote>我们也可以从它的FQ3表现中观察到。与前两个季度相比,其细分市场在21年第三季度的同比增长是最慢的。因此,它本身并不慢,但增长似乎正在减速。因此,AMD的投资者们,你们被提醒了。</blockquote></p><p> <b>Nvidia Is Expected To Post Slower Much Growth Than Before</b></p><p><blockquote><b>英伟达的增长预计将比以前慢得多</b></blockquote></p><p> Jensen Huang & Co. will release its FQ3'22 report card on 17 November. Its earnings conferences have often been highly anticipated events in the past. Its investors, PC geeks, and gamers love NVDA.</p><p><blockquote>黄仁勋公司将于11月17日发布22年第三季度成绩单。过去,其财报会议往往是备受期待的活动。它的投资者、PC极客和游戏玩家都喜欢NVDA。</blockquote></p><p> The company guided for $6.8B in FQ3 revenue on its previous earnings call. Consensus estimates are also in line with the company's guidance. However,in our previous Nvidia article, we highlighted that the company's revenue growth seems to be decelerating across its main segments.</p><p><blockquote>该公司在之前的收益看涨期权上预计第三季度收入为$6.8 B。共识估计也符合公司的指引。然而,在我们之前的英伟达文章中,我们强调了该公司主要细分市场的收入增长似乎正在减速。</blockquote></p><p> Datacenter growth fell to 35% YoY in FQ2'22. Moreover, Gaming has also demonstrated signs of deceleration. Its growth in FQ2 also slowed to 85% YoY. As a result, the company's overall revenue growth slowed to 68.3% YoY in FQ2.</p><p><blockquote>22年第二季度数据中心同比增长率降至35%。而且,游戏也出现了减速的迹象。第二季度的同比增长也放缓至85%。因此,该公司第二季度整体收入同比增速放缓至68.3%。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfa0d4e579274e870b43dadcb6aa0be7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>NVDA actual and est. quarterly revenue YoY growth. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA实际和预计。季度收入同比增长。数据来源:标普资本智商</span></p></blockquote></p><p> Notably, even with the recently revised estimates, Nvidia is expected to post slower YoY growth in FQ3'22 and beyond. In fact, the deceleration looks alarming. Investors might have to taper their expectations of NVDA's gangbusters growth momentum moving forward. Nothing goes up in one straight line forever. Moving forward, revenue comps will get increasingly harder for Jensen Huang & Co. to beat.</p><p><blockquote>值得注意的是,即使最近修订了预测,Nvidia预计在22年第三季度及以后的同比增长仍将放缓。事实上,减速看起来令人震惊。投资者可能不得不降低对NVDA未来强劲增长势头的预期。没有什么是永远直线上升的。展望未来,黄仁勋公司的收入竞争将变得越来越难以击败。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0873d94239c63b839b483644a71fe429\" tg-width=\"640\" tg-height=\"483\" referrerpolicy=\"no-referrer\"><span>NVDA earnings beats/misses. Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA盈利超出/未达到预期。资料来源:寻求Alpha Premium</span></p></blockquote></p><p> Notwithstanding, we recognize that NVDA might also be sandbagging expectations in its guidance. We noted that NVDA has only missed one quarterly estimate in the last four years. It's an almost flawless performance. Notably, while NVDA has consistently outperformed its guidance, those beats were not incredibly massive. What we meant is investors should not totally disregard the consensus estimates as out of line. They have been pretty accurate over time. So while NVDA might have sandbagged its previous guidance to overdeliver potentially, they had not overdone it.</p><p><blockquote>尽管如此,我们认识到NVDA也可能在其指导中降低预期。我们注意到,NVDA在过去四年中只未达到一个季度预期。这是一场近乎完美的表演。值得注意的是,虽然NVDA的表现一直优于其指导,但这些表现并不是令人难以置信的巨大。我们的意思是,投资者不应该完全忽视共识估计,认为这是不合理的。随着时间的推移,它们变得相当准确。因此,尽管NVDA可能已经将之前的指导意见沙袋化,以可能超额交付,但他们并没有做得太过分。</blockquote></p><p> We understand that some NVDA investors are anticipating its TAM expansion into its software stack, omniverse applications, and cloud-gaming expansion.</p><p><blockquote>我们了解到,一些NVDA投资者预计其TAM将扩展到其软件堆栈、omniverse应用程序和云游戏扩展。</blockquote></p><p> We recognize the incredible efforts invested by NVDA to transform itself into an AI company that has a huge GPU dominance. Coupled with its DPU and CPU forays, the hardware strategy looks very impressive. Moreover, Nvidia's AI Enterprise now offers its complete AI enterprise software suite to its customers. With the number of developers on its platform currently, we think its leadership is secure. The ecosystem will get even stronger over time as more developers come on board. If the company could pull through its Arm acquisition, we think there's no way that Intel or AMD could catch up.</p><p><blockquote>我们认识到NVDA为将自己转变为一家拥有巨大GPU主导地位的人工智能公司所付出的令人难以置信的努力。再加上其DPU和CPU的进军,硬件战略看起来非常令人印象深刻。此外,Nvidia的AI Enterprise现在向客户提供完整的AI Enterprise软件套件。鉴于目前其平台上的开发者数量,我们认为其领导地位是稳固的。随着时间的推移,随着更多开发者的加入,生态系统将变得更加强大。如果该公司能够完成对Arm的收购,我们认为英特尔或AMD不可能赶上。</blockquote></p><p> The main problem is that Nvidia couldn't/is not willing to put a timeline to<i>when they would derive meaningful revenues from its software stack.</i>Nvidia could only add recently: \"But as [we] said, what [we] quoted to you for both NVIDIA enterprise as well as for Omniverse enterprise as being multibillion-dollar opportunities, we see these as very real opportunities, right?\"</p><p><blockquote>主要问题是英伟达不能/不愿意设定时间表<i>当他们从其软件堆栈中获得有意义的收入时。</i>Nvidia最近只能补充道:“但正如[我们]所说,[我们]向您引用的NVIDIA enterprise和Omniverse enterprise价值数十亿美元的机会,我们认为这些都是非常真实的机会,对吗?”</blockquote></p><p> <b>So, Which Chip Stock Is The Better Buy?</b></p><p><blockquote><b>那么,哪只芯片股更好买呢?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97466fa7c05502ccb3d3fb348c1fbedd\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>AMD stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c3575f8db9aafef9a106f36114a1b7\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>NVDA stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> AMD stock currently trades at an EV/NTM EBITDA of 29.7x. Its 3Y NTM EBITDA mean read 30.8x. Therefore, investors can argue that AMD might seem fairly valued right now. In contrast, NVDA stock trades at an EV/NTM EBITDA of 53.5x. Its 3Y NTM EBITDA mean is 41.6x. Thus, the stock is trading at about 28.6% above its 3Y mean. Hence, we think NVDA stock looks overvalued right now. Coupled with potentially slower revenue growth moving forward, a poor quarter might induce potential value compressions. Otherwise, a potential overcapacity problem in 2023 might also hit NVDA stock hard due to its rich valuation.</p><p><blockquote>AMD股票目前的EV/NTM EBITDA为29.7倍。其3年NTM EBITDA平均值为30.8倍。因此,投资者可以说AMD目前的估值似乎相当合理。相比之下,NVDA股票的EV/NTM EBITDA为53.5倍。其3年NTM EBITDA平均值为41.6倍。因此,该股的交易价格比其3年平均水平高出约28.6%。因此,我们认为NVDA股票目前看起来被高估。再加上未来收入增长可能放缓,糟糕的季度可能会导致潜在的价值压缩。否则,2023年潜在的产能过剩问题也可能因其估值过高而严重打击NVDA股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/467ed7eaf7cb4b7aed414494c2110be8\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>INTC stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55716ccea92c6410434d2f1ab7d3ef15\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"><span>INTC stock LTM dividend yield. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC股票LTM股息收益率。数据来源:标普资本智商</span></p></blockquote></p><p> INTC stock trades at an EV/NTM EBITDA of 6.7x. It's markedly below its 3Y mean of 7.6x. Therefore, INTC is clearly a value play and not a growth play. It has also provided a respectable dividend yield for its investors over the years. As a result of its recent post-FQ3 sell-off, the annualized yield has recovered to 2.8%. INTC investors have been very comfortable sitting on its robust profitability and its solid dividend yields over the years. These value and dividend income investors don't invest in INTC stock for growth. They invest in it for its value and its dividends.</p><p><blockquote>INTC股票的EV/NTM EBITDA为6.7倍。这明显低于7.6倍的3年平均水平。因此,INTC显然是一种价值游戏,而不是一种增长游戏。多年来,它还为投资者提供了可观的股息收益率。由于最近第三季度后的抛售,年化收益率已恢复至2.8%。多年来,INTC投资者一直对其强劲的盈利能力和稳健的股息收益率感到非常满意。这些价值和股息收入投资者投资INTC股票并不是为了增长。他们投资它是为了它的价值和股息。</blockquote></p><p></p><p> Pat Gelsinger's ambitious growth plans have thrown them a curveball that they didn't expect. When Intel communicated that these plans would have a discernible impact on its profitability, they feared for their dividends. Perhaps, Gelsinger is banking on a turnover of its investor base. The company could potentially be a huge winner if it succeeds on its growth roadmap. Given that the expectations are so low now, it doesn't even have to be immensely successful for the stock to be re-rated upwards. The huge difference in the growth premium between INTC and its faster growth peers is eye-catching. We think investors who have patience and are willing to ride out the short-term volatility might find INTC stock attractively valued right now. Coupled with a 2.8% dividend yield, it adds more gloss to its premise. Adding on a potential growth re-rating, the stock certainly looks attractive.</p><p><blockquote>帕特·基辛格(Pat Gelsinger)雄心勃勃的增长计划给他们带来了意想不到的麻烦。当英特尔表示这些计划将对其盈利能力产生明显影响时,他们担心股息。也许,基辛格寄希望于其投资者基础的更替。如果该公司在增长路线图上取得成功,它可能会成为巨大的赢家。鉴于现在的预期如此之低,该股甚至不一定要取得巨大成功才能重新上调评级。INTC与增长更快的同行之间增长溢价的巨大差异引人注目。我们认为,有耐心并愿意度过短期波动的投资者可能会发现INTC股票目前的估值很有吸引力。再加上2.8%的股息收益率,为其前提增添了更多光彩。再加上潜在的增长重新评级,该股看起来确实很有吸引力。</blockquote></p><p> Despite that, INTC's long-term momentum has remained weak. The stock's long-term price action has also been much weaker than AMD stock. We recall that Buffett emphasized that he has no qualms about paying a fair price for a fantastic company.</p><p><blockquote>尽管如此,INTC的长期势头仍然疲软。该股的长期价格走势也远弱于AMD股票。我们记得巴菲特强调,他毫不犹豫地为一家出色的公司支付合理的价格。</blockquote></p><p> Therefore, we think <i>AMD stock represents our preferred Buy</i> for now.<i>INTC stock is also a Buy</i> for dividend and value investors. At the same time, we <i>retain our Neutral rating on NVDA</i>.</p><p><blockquote>因此,我们认为<i>AMD股票代表我们优先买入</i>就目前而言。<i>INTC股票也值得买入</i>对于股息和价值投资者。同时,我们<i>维持我们对NVDA的中性评级</i>.</blockquote></p><p> This article was written by JR Research.</p><p><blockquote>本文由JR Research撰写。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4463134-intel-nvidia-amd-chip-stock-better-buy\">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":{"AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4463134-intel-nvidia-amd-chip-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122237204","content_text":"Summary\n\nIntel reported a set of earnings that was pretty decent. However, the market was confused with its ambitious growth plans.\nAdvanced Micro Devices continues its run of phenomenal results in FY21. Dr. Lisa Su & Co. is making the most out of Intel's stumbles.\nNvidia will issue its FQ3 report card on 17 November. The company's growth momentum is expected to continue slowing down.\nWe discuss which semiconductor stock is the better buy now.\n\nSundry Photography/iStock Editorial via Getty Images\nInvestment Thesis\nAdvanced Micro Devices, Inc. (AMD) issued a fantastic FQ3 report card recently. The company also handily beat consensus estimates and reaffirmed AMD's position as one of the leading semiconductor companies.\nNotably, the company made gains while Intel (INTC) reported a set of results that we thought were actually pretty fine. There were some concerns over underwhelming data center performance, but it was expected. However, the market didn't like what Pat Gelsinger & Co. telegraphed and thrashed the stock after earnings. Intel communicated what it would cost on its quest to retake its process node leadership. However, it seems that investors weren't sure about the company's ambitious plans. Coupled with weakened profitability and free cash flow prospects, some value-oriented investors seemed to have headed for the exit.\nNvidia (NVDA) will issue its FQ3 report card on 17 November. The company had previously guided for a strong quarter. Jensen Huang & Co. see \"sequential growth driven largely by accelerating demand in data center.\" The company also expects growth in each of its three markets, particularly in gaming. Investors' expectations are also high given AMD's robust performance. Hence, investors have eagerly anticipated NVDA's earnings release as NVDA stock pushed through a new all-time high (ATH) this week.\nWe will discuss which semiconductor stock is the better buy now between them.\nINTC, NVDA, AMD Stock YTD Performance\nINTC, NVDA, AMD stock YTD performance (as of 27 October 21).\nNVDA stock continues to enjoy a phenomenal year so far. The stock made a new ATH this week, as YTD returns surged to 87.3%. Bearish investors in NVDA can say all they want, but we have never adopted a bearish NVDA stock thesis. It just doesn't make sense. The stock has the best possible A+ in Seeking Alpha's momentum grade for the whole year. Hence, we really couldn't understand those bearish theses. AMD stock is in second place with a 33.3% YTD gain. It seems like the stock has lagged far behind NVDA stock's incredible performance. However, investors should consider the fact that AMD stock spent most of H1'21 in the red. Therefore, its huge momentum surge in H2'21 has been really impressive. Consequently, the stock's momentum is also given an A grade in Seeking Alpha.\nIn contrast, the perennial underperformer INTC stock continues to underperform. The stock started very brightly as it raced to a 40% YTD gain. However, its momentum has completely fizzled out. Currently, its YTD decline of 3.9% looks abysmal when compared to AMD stock and NVDA stock. In addition, Seeking Alpha also assigned it with a D+ rating in momentum.\nIntel FQ3 Report Card Is Telling Of Its Weakening Leadership\nThere's little doubt that AMD has made the most of its recent dominance over Intel. However, what's more concerning to Intel investors, and likewise encouraging to AMD investors, is the clarity provided by their respective CEOs.\nIntel LTM revenue by segment. Data source: Company filings\nIntel reported another underwhelming quarter, but we don't think it was unexpected. Sure, the company's data center business (DCG) continues to disappoint compared to NVDA and AMD. However, INTC investors shouldn't be surprised.\nDCG quarterly revenue YoY growth came in at 10% in FQ3. However, DCG revenue has been on a declining trend on a last-twelve-months (LTM) basis since FQ2'20.In a recent AMD article, we mentioned that Omdia estimated that AMD's data center share crossed 15% in Q2'21 for the first time in history. In retrospect, Intel had almost complete dominance in this segment just four years ago. It clearly shows how the critical stumbles from its former management have derailed its previously \"unassailable\" leadership. Now, Gelsinger & Co. are left with the unenviable task of trying to overturn Intel's sinking fortunes. With AMD having assumed the technological leadership at the expense of Intel, it certainly looks like an \"easy bet\" which the company will likely continue to outperform.\nIntel's client computing group's (CCG) performance was underwhelming in FQ3. Its revenue fell by 1.9% YoY and 4.4% QoQ, respectively. Notably, it came at a time when 2021 saw a strong resurgence in PC sales.In a recent Apple(AAPL) article, we mentioned that Apple's Mac segment had performed very well in 2021. In just the first three FQs, Mac has exceeded its revenue on a per FY basis over the last three years. Its resurgence is also in line with the trend observed in the industry.\nCounterpoint Research noted that \"global PC shipments marked their sixth consecutive YoY growth in Q3 2021 at 84.2 million units. This came despite the ongoing component shortages and other supply constraints.\" Despite that, the firm also emphasized that \"the 9.3% YoY growth during [Q3] implied decelerating PC shipment momentum after four consecutive quarters of double-digit YoY growth since Q3 2020.\"\nNotwithstanding, Mac seems to have picked up strongly in CQ3. IDC reported that Apple's YoY shipment growth in CQ2 was 9.4%. Moreover, Counterpoint research pointed out that Mac YoY shipment growth accelerated to 10.6% in CQ3. Hence, it's interesting to note that Mac grew even faster than the industry average in CQ3. As a result, Mac's global market share grew to 8.7%.\nTherefore, it seems like Apple has been doing very well since it decoupled from Intel's chips. Even though Gelsinger remains optimistic about winning back Apple's business through \"better products\" in the future, the divorce looks to be \"finalized\" for now. But investors in semiconductor companies should remember that never say never when it comes to technological leadership. Intel is still a highly profitable company and therefore has the wherewithal and conviction to compete. Whether it can overturn AMD's and NVDA's leadership remains to be seen. But never write the company off so early on.\nINTC and AMD LTM gross margins. Data source: S&P Capital IQ\nPat Gelsinger has telegraphed a highly ambitious plan to assume technological leadership. It's mainly predicated on its \"five process nodes in four years\" quest to assume foundry leadership from Taiwan Semiconductor (TSM). In addition, the company is also willing to \"reset\" its gross margins to compete with AMD and NVDA at the same time. Outgoing CFO George Davis emphasized:\n\nWe expect to see our revenue growth accelerate to a 10% to 12% CAGR over the next 4 to 5 years. For gross margin, with the impact of our investment in capacity and the acceleration of our process technology, \n we expect gross margins between 51% and 53% over the next 2 to 3 yearsbefore moving upward. (from Intel Q3 earnings call)\n\nWe find it interesting. Yes, the investments for process leadership and capacity expansion will affect its profitability. But Intel recognizes that it's at least a five-year process. At this time, is the company going to let Dr. Lisa Su & Co. take all the glory while Intel works out its troubles? Obviously not. Pat recognizes that he needs a stop-gap solution. Short of saying \"we are cutting prices now\" to compete with AMD, this is as close as it gets.\nWe also highlighted in our previous AMD article (published on 20 September) that \"Intel is recently reported to be ready to lower the prices for its data center chips. The move was deemed necessary \"to lure back data center operators that have switched to rival Advanced Micro Devices.\" Otherwise, how can Gelsinger & Co. be so confident in stopping the rot from AMD's continued success? Intel has telegraphed a highly ambitious plan to increase revenue by a CAGR of 10% to 12% over the next four to five years. Intel is trying to transform itself back into a growth company. If you want to grow and don't have technological leadership, you must give up some profits. That makes absolute sense.\nThe good thing is, Intel is already a highly profitable company. Its gross margins had declined markedly from the days when it posted margins north of 60%. However, its LTM margin of 56.3% is still significantly higher than AMD's 46.8%. Therefore, Intel's plans are credible. The company will now go head-on to compete with AMD in pricing while investing in assuming foundry leadership. Dr. Lisa Su & Co., you have been cautioned.\nAMD Continues Its Gangbusters Growth\nAMD quarterly revenue by segment. Data source: Company filings\nAMD revenue segments YoY growth. Data source: Company filings\nThere's little doubt that Dr. Lisa Su & Co. have made the most of Intel's absolute mess. The company has been firing on all cylinders as it outperformed estimates easily. It continues to report tremendous strength in all its segments. FQ3 saw Advanced Micro Devices report 43.9% YoY growth in revenue for its computing and graphics business. Moreover, its enterprise, embedded, and semi-custom (EESC) segment continues its phenomenal run as AMD posted YoY revenue growth of 68.9%. Therefore, AMD has certainly made the most of Intel's losses in data center. Moreover, its computing and graphics growth has also been fantastic. AMD has undoubtedly grown much faster than the market.\nIn fact, AMD continues to expect strong sequential growth into FQ4. AMD emphasized:\n\n We expect revenue to be approximately $4.5 billion, plus or minus $100 million, an increase of approximately \n 39% year-over-year and approximately 4% sequentially. The year-over-year increase is expected to be driven by growth across all businesses. The quarter-over-quarter increase is expected to be driven by higher server and semi-custom sales. For the full year 2021, \n we now expect revenue to increase approximately 65% over 2020, driven by growth across all businesses, up from the prior guidance of 60%. (from AMD FQ3 earnings call)\n\nFor a company that tells you that it expects a 65% YoY growth over FY20, it's clear it has achieved phenomenal results. Therefore, the market should reward AMD investors. AMD stock has clearly been outperforming the market after its early-year stumbles.\nAMD est. revenue and EBITDA mean consensus. Data source: S&P Capital IQ\nHowever, we think investors need to consider how AMD will likely perform moving forward. Following its outstanding FQ3 report card, consensus estimates have also been revised upwards. AMD is estimated to post a revenue CAGR of 30.2% and an EBITDA CAGR of 50.4%. Compared to the company's FY21 revenue YoY growth guidance of 65%, it's a marked deceleration.\nAMD LTM revenue and EBITDA. Data source: S&P Capital IQ\nImportantly, AMD has also grown its LTM revenue and EBITDA by a CAGR of 31.2% and 160% over the last four years, respectively. Therefore, AMD is unlikely to post such monstrous growth moving forward. As a result, investors need to taper their expectations when considering buying its stock. They can't be expecting AMD to continue growing at such phenomenal growth rates incessantly. We know it sounds good, but it's simply not sustainable.\nWe can also observe from its FQ3 performance. Its segments' YoY growth was the slowest in FQ3'21 compared to the previous two quarters. So it's not slow per se, but the growth seems to be decelerating. Therefore, AMD investors, you have been reminded.\nNvidia Is Expected To Post Slower Much Growth Than Before\nJensen Huang & Co. will release its FQ3'22 report card on 17 November. Its earnings conferences have often been highly anticipated events in the past. Its investors, PC geeks, and gamers love NVDA.\nThe company guided for $6.8B in FQ3 revenue on its previous earnings call. Consensus estimates are also in line with the company's guidance. However,in our previous Nvidia article, we highlighted that the company's revenue growth seems to be decelerating across its main segments.\nDatacenter growth fell to 35% YoY in FQ2'22. Moreover, Gaming has also demonstrated signs of deceleration. Its growth in FQ2 also slowed to 85% YoY. As a result, the company's overall revenue growth slowed to 68.3% YoY in FQ2.\nNVDA actual and est. quarterly revenue YoY growth. Data source: S&P Capital IQ\nNotably, even with the recently revised estimates, Nvidia is expected to post slower YoY growth in FQ3'22 and beyond. In fact, the deceleration looks alarming. Investors might have to taper their expectations of NVDA's gangbusters growth momentum moving forward. Nothing goes up in one straight line forever. Moving forward, revenue comps will get increasingly harder for Jensen Huang & Co. to beat.\nNVDA earnings beats/misses. Source: Seeking Alpha Premium\nNotwithstanding, we recognize that NVDA might also be sandbagging expectations in its guidance. We noted that NVDA has only missed one quarterly estimate in the last four years. It's an almost flawless performance. Notably, while NVDA has consistently outperformed its guidance, those beats were not incredibly massive. What we meant is investors should not totally disregard the consensus estimates as out of line. They have been pretty accurate over time. So while NVDA might have sandbagged its previous guidance to overdeliver potentially, they had not overdone it.\nWe understand that some NVDA investors are anticipating its TAM expansion into its software stack, omniverse applications, and cloud-gaming expansion.\nWe recognize the incredible efforts invested by NVDA to transform itself into an AI company that has a huge GPU dominance. Coupled with its DPU and CPU forays, the hardware strategy looks very impressive. Moreover, Nvidia's AI Enterprise now offers its complete AI enterprise software suite to its customers. With the number of developers on its platform currently, we think its leadership is secure. The ecosystem will get even stronger over time as more developers come on board. If the company could pull through its Arm acquisition, we think there's no way that Intel or AMD could catch up.\nThe main problem is that Nvidia couldn't/is not willing to put a timeline towhen they would derive meaningful revenues from its software stack.Nvidia could only add recently: \"But as [we] said, what [we] quoted to you for both NVIDIA enterprise as well as for Omniverse enterprise as being multibillion-dollar opportunities, we see these as very real opportunities, right?\"\nSo, Which Chip Stock Is The Better Buy?\nAMD stock EV/NTM EBITDA 3Y mean.\nNVDA stock EV/NTM EBITDA 3Y mean.\nAMD stock currently trades at an EV/NTM EBITDA of 29.7x. Its 3Y NTM EBITDA mean read 30.8x. Therefore, investors can argue that AMD might seem fairly valued right now. In contrast, NVDA stock trades at an EV/NTM EBITDA of 53.5x. Its 3Y NTM EBITDA mean is 41.6x. Thus, the stock is trading at about 28.6% above its 3Y mean. Hence, we think NVDA stock looks overvalued right now. Coupled with potentially slower revenue growth moving forward, a poor quarter might induce potential value compressions. Otherwise, a potential overcapacity problem in 2023 might also hit NVDA stock hard due to its rich valuation.\nINTC stock EV/NTM EBITDA 3Y mean.\nINTC stock LTM dividend yield. Data source: S&P Capital IQ\nINTC stock trades at an EV/NTM EBITDA of 6.7x. It's markedly below its 3Y mean of 7.6x. Therefore, INTC is clearly a value play and not a growth play. It has also provided a respectable dividend yield for its investors over the years. As a result of its recent post-FQ3 sell-off, the annualized yield has recovered to 2.8%. INTC investors have been very comfortable sitting on its robust profitability and its solid dividend yields over the years. These value and dividend income investors don't invest in INTC stock for growth. They invest in it for its value and its dividends.\nPat Gelsinger's ambitious growth plans have thrown them a curveball that they didn't expect. When Intel communicated that these plans would have a discernible impact on its profitability, they feared for their dividends. Perhaps, Gelsinger is banking on a turnover of its investor base. The company could potentially be a huge winner if it succeeds on its growth roadmap. Given that the expectations are so low now, it doesn't even have to be immensely successful for the stock to be re-rated upwards. The huge difference in the growth premium between INTC and its faster growth peers is eye-catching. We think investors who have patience and are willing to ride out the short-term volatility might find INTC stock attractively valued right now. Coupled with a 2.8% dividend yield, it adds more gloss to its premise. Adding on a potential growth re-rating, the stock certainly looks attractive.\nDespite that, INTC's long-term momentum has remained weak. The stock's long-term price action has also been much weaker than AMD stock. We recall that Buffett emphasized that he has no qualms about paying a fair price for a fantastic company.\nTherefore, we think AMD stock represents our preferred Buy for now.INTC stock is also a Buy for dividend and value investors. At the same time, we retain our Neutral rating on NVDA.\nThis article was written by JR Research.","news_type":1,"symbols_score_info":{"AMD":0.9,"NVDA":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814194804,"gmtCreate":1630790708208,"gmtModify":1631888728641,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Like my comment, thanks!","listText":"Like my comment, thanks!","text":"Like my comment, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/814194804","repostId":"1169514310","repostType":4,"repost":{"id":"1169514310","kind":"news","pubTimestamp":1630656896,"share":"https://www.laohu8.com/m/news/1169514310?lang=zh_CN&edition=full","pubTime":"2021-09-03 16:14","market":"us","language":"en","title":"2 Good Reasons the Stock Market Isn’t Ready to Blow Up Yet<blockquote>股市尚未准备好爆炸的2个充分理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169514310","media":"Barron's","summary":"tocks have had an impressive year so far, but there are still four months before 2021 wraps up. So w","content":"<p>tocks have had an impressive year so far, but there are still four months before 2021 wraps up. So what’s ahead? A correction? More gains? Right now, it’s easier to make the case for the rally to just keep on going.</p><p><blockquote>到目前为止,股票经历了令人印象深刻的一年,但距离2021年结束还有四个月的时间。那么接下来会发生什么?更正?更多收获?现在,更容易证明涨势继续下去。</blockquote></p><p> First, though, it’s understandable why investors might be nervous.</p><p><blockquote>不过,首先,投资者感到紧张是可以理解的。</blockquote></p><p> TheS&P 500has gained about 21% year to date, far above the historical average annual return of about 10%. And in the first eight months, the index hasn’t had a pullback of more than 5%— a correction is defined as a 10% drawdown.</p><p><blockquote>标准普尔500指数今年迄今已上涨约21%,远高于约10%的历史平均年回报率。在前八个月,该指数的回调幅度没有超过5%——回调被定义为下跌10%。</blockquote></p><p> Still, a good run needs something to stop it—likehigher corporate taxes,which the Biden administration supports. They could shave 5% or more off projected earnings estimates for S&P 500 companies. Or persistent inflation, which could cause the Federal Reserve to rapidly reduce economic support. And there are a host of other catalysts, enough to push some analyststo forecast a retreat.</p><p><blockquote>尽管如此,良好的运行需要一些东西来阻止它——比如拜登政府支持的更高的公司税。他们可能会将标普500公司的盈利预期下调5%或更多。或者持续的通胀,这可能导致美联储迅速减少经济支持。还有许多其他催化剂,足以促使一些分析师预测经济会出现回落。</blockquote></p><p> But who knows how long Washington might take to put a new tax structure in place, or if lawmakers even will. Or what the deal is with inflation. There has been tapering talk for a few months now, and the Fed holds firm to its wait-and-see approach.</p><p><blockquote>但谁知道华盛顿可能需要多长时间才能建立新的税收结构,或者立法者是否会这样做。或者通货膨胀是怎么回事。缩减购债规模的讨论已经持续了几个月,美联储仍坚持观望态度。</blockquote></p><p> So the nature of the market’s climb in the past couple of weeks seems to be the surest, strongest sign of what’s ahead. The S&P 500 is up 3% since Aug. 18, the bottom of a brief and shallow drop.</p><p><blockquote>因此,过去几周市场上涨的性质似乎是未来最确定、最强烈的迹象。自8月18日以来,标普500已上涨3%,这是短暂而浅跌的底部。</blockquote></p><p> “[Market] internals improved last week,” writes Michael Gibbs, director of equity portfolio and technical strategy at Raymond James.</p><p><blockquote>雷蒙德·詹姆斯(Raymond James)股票投资组合和技术策略总监迈克尔·吉布斯(Michael Gibbs)写道:“上周[市场]内部结构有所改善。”</blockquote></p><p> First off, transaction volumes are improving.</p><p><blockquote>首先,交易量正在改善。</blockquote></p><p> In late August, the daily number of shares traded on the SPDR S&P 500 Exchange-Traded Fund Trust(SPY) has been about 54 million, according to FactSet. That’s above just under 50 million seen in the middle of the month.</p><p><blockquote>FactSet的数据显示,8月底,SPDR标普500交易所交易基金信托(SPDR标普500指数ETF)的每日交易股票数量约为5400万股。这高于本月中旬的略低于5000万。</blockquote></p><p> The upshot: When more market participants are transacting and they are bidding prices higher, it’s a vote of confidence in the market.</p><p><blockquote>结果是:当更多的市场参与者进行交易并且他们出价更高时,这是对市场的信任票。</blockquote></p><p> Secondly, the rally has been broad-based—many stocks have participated. For example, almost 80% of stocks listed on the New York Stock Exchange have been gaining, according to Raymond James.</p><p><blockquote>其次,涨势基础广泛——许多股票都参与其中。例如,雷蒙德·詹姆斯(Raymond James)表示,纽约证券交易所上市的近80%的股票都在上涨。</blockquote></p><p> The last time that metric hit such a high was November 2020. More stocks participating in the rally means the major indexes are less dependent on one group of stocks to move higher. Plus, witheconomically sensitive stocks on a run as well,it means investors are confident in sustained economic growth ahead.</p><p><blockquote>该指标上一次达到如此高的水平是在2020年11月。更多股票参与涨势意味着主要股指较少依赖一组股票走高。此外,经济敏感型股票也在上涨,这意味着投资者对未来经济持续增长充满信心。</blockquote></p><p> So more gains or a correction? We’ve made our case, but time will tell.</p><p><blockquote>那么更多的收益还是修正?我们已经证明了我们的观点,但时间会证明一切。</blockquote></p><p></p>","source":"lsy1610680873436","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>2 Good Reasons the Stock Market Isn’t Ready to Blow Up Yet<blockquote>股市尚未准备好爆炸的2个充分理由</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\">\n2 Good Reasons the Stock Market Isn’t Ready to Blow Up Yet<blockquote>股市尚未准备好爆炸的2个充分理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-09-03 16:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>tocks have had an impressive year so far, but there are still four months before 2021 wraps up. So what’s ahead? A correction? More gains? Right now, it’s easier to make the case for the rally to just keep on going.</p><p><blockquote>到目前为止,股票经历了令人印象深刻的一年,但距离2021年结束还有四个月的时间。那么接下来会发生什么?更正?更多收获?现在,更容易证明涨势继续下去。</blockquote></p><p> First, though, it’s understandable why investors might be nervous.</p><p><blockquote>不过,首先,投资者感到紧张是可以理解的。</blockquote></p><p> TheS&P 500has gained about 21% year to date, far above the historical average annual return of about 10%. And in the first eight months, the index hasn’t had a pullback of more than 5%— a correction is defined as a 10% drawdown.</p><p><blockquote>标准普尔500指数今年迄今已上涨约21%,远高于约10%的历史平均年回报率。在前八个月,该指数的回调幅度没有超过5%——回调被定义为下跌10%。</blockquote></p><p> Still, a good run needs something to stop it—likehigher corporate taxes,which the Biden administration supports. They could shave 5% or more off projected earnings estimates for S&P 500 companies. Or persistent inflation, which could cause the Federal Reserve to rapidly reduce economic support. And there are a host of other catalysts, enough to push some analyststo forecast a retreat.</p><p><blockquote>尽管如此,良好的运行需要一些东西来阻止它——比如拜登政府支持的更高的公司税。他们可能会将标普500公司的盈利预期下调5%或更多。或者持续的通胀,这可能导致美联储迅速减少经济支持。还有许多其他催化剂,足以促使一些分析师预测经济会出现回落。</blockquote></p><p> But who knows how long Washington might take to put a new tax structure in place, or if lawmakers even will. Or what the deal is with inflation. There has been tapering talk for a few months now, and the Fed holds firm to its wait-and-see approach.</p><p><blockquote>但谁知道华盛顿可能需要多长时间才能建立新的税收结构,或者立法者是否会这样做。或者通货膨胀是怎么回事。缩减购债规模的讨论已经持续了几个月,美联储仍坚持观望态度。</blockquote></p><p> So the nature of the market’s climb in the past couple of weeks seems to be the surest, strongest sign of what’s ahead. The S&P 500 is up 3% since Aug. 18, the bottom of a brief and shallow drop.</p><p><blockquote>因此,过去几周市场上涨的性质似乎是未来最确定、最强烈的迹象。自8月18日以来,标普500已上涨3%,这是短暂而浅跌的底部。</blockquote></p><p> “[Market] internals improved last week,” writes Michael Gibbs, director of equity portfolio and technical strategy at Raymond James.</p><p><blockquote>雷蒙德·詹姆斯(Raymond James)股票投资组合和技术策略总监迈克尔·吉布斯(Michael Gibbs)写道:“上周[市场]内部结构有所改善。”</blockquote></p><p> First off, transaction volumes are improving.</p><p><blockquote>首先,交易量正在改善。</blockquote></p><p> In late August, the daily number of shares traded on the SPDR S&P 500 Exchange-Traded Fund Trust(SPY) has been about 54 million, according to FactSet. That’s above just under 50 million seen in the middle of the month.</p><p><blockquote>FactSet的数据显示,8月底,SPDR标普500交易所交易基金信托(SPDR标普500指数ETF)的每日交易股票数量约为5400万股。这高于本月中旬的略低于5000万。</blockquote></p><p> The upshot: When more market participants are transacting and they are bidding prices higher, it’s a vote of confidence in the market.</p><p><blockquote>结果是:当更多的市场参与者进行交易并且他们出价更高时,这是对市场的信任票。</blockquote></p><p> Secondly, the rally has been broad-based—many stocks have participated. For example, almost 80% of stocks listed on the New York Stock Exchange have been gaining, according to Raymond James.</p><p><blockquote>其次,涨势基础广泛——许多股票都参与其中。例如,雷蒙德·詹姆斯(Raymond James)表示,纽约证券交易所上市的近80%的股票都在上涨。</blockquote></p><p> The last time that metric hit such a high was November 2020. More stocks participating in the rally means the major indexes are less dependent on one group of stocks to move higher. Plus, witheconomically sensitive stocks on a run as well,it means investors are confident in sustained economic growth ahead.</p><p><blockquote>该指标上一次达到如此高的水平是在2020年11月。更多股票参与涨势意味着主要股指较少依赖一组股票走高。此外,经济敏感型股票也在上涨,这意味着投资者对未来经济持续增长充满信心。</blockquote></p><p> So more gains or a correction? We’ve made our case, but time will tell.</p><p><blockquote>那么更多的收益还是修正?我们已经证明了我们的观点,但时间会证明一切。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stock-market-outlook-crash-or-rally-51630526109?siteid=yhoof2\">Barron's</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stock-market-outlook-crash-or-rally-51630526109?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169514310","content_text":"tocks have had an impressive year so far, but there are still four months before 2021 wraps up. So what’s ahead? A correction? More gains? Right now, it’s easier to make the case for the rally to just keep on going.\nFirst, though, it’s understandable why investors might be nervous.\nTheS&P 500has gained about 21% year to date, far above the historical average annual return of about 10%. And in the first eight months, the index hasn’t had a pullback of more than 5%— a correction is defined as a 10% drawdown.\nStill, a good run needs something to stop it—likehigher corporate taxes,which the Biden administration supports. They could shave 5% or more off projected earnings estimates for S&P 500 companies. Or persistent inflation, which could cause the Federal Reserve to rapidly reduce economic support. And there are a host of other catalysts, enough to push some analyststo forecast a retreat.\nBut who knows how long Washington might take to put a new tax structure in place, or if lawmakers even will. Or what the deal is with inflation. There has been tapering talk for a few months now, and the Fed holds firm to its wait-and-see approach.\nSo the nature of the market’s climb in the past couple of weeks seems to be the surest, strongest sign of what’s ahead. The S&P 500 is up 3% since Aug. 18, the bottom of a brief and shallow drop.\n“[Market] internals improved last week,” writes Michael Gibbs, director of equity portfolio and technical strategy at Raymond James.\nFirst off, transaction volumes are improving.\nIn late August, the daily number of shares traded on the SPDR S&P 500 Exchange-Traded Fund Trust(SPY) has been about 54 million, according to FactSet. That’s above just under 50 million seen in the middle of the month.\nThe upshot: When more market participants are transacting and they are bidding prices higher, it’s a vote of confidence in the market.\nSecondly, the rally has been broad-based—many stocks have participated. For example, almost 80% of stocks listed on the New York Stock Exchange have been gaining, according to Raymond James.\nThe last time that metric hit such a high was November 2020. More stocks participating in the rally means the major indexes are less dependent on one group of stocks to move higher. Plus, witheconomically sensitive stocks on a run as well,it means investors are confident in sustained economic growth ahead.\nSo more gains or a correction? We’ve made our case, but time will tell.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608740082,"gmtCreate":1638794956515,"gmtModify":1638795937524,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks","listText":"Please like, thanks","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/608740082","repostId":"1191828969","repostType":4,"repost":{"id":"1191828969","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":1638792831,"share":"https://www.laohu8.com/m/news/1191828969?lang=zh_CN&edition=full","pubTime":"2021-12-06 20:13","market":"us","language":"en","title":"Grab shares slid more than 4% in premarket trading<blockquote>Grab股价在盘前交易中下跌超过4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191828969","media":"Tiger Newspress","summary":"Grab shares slid more than 4% in premarket trading.The Singapore ride-hailing firm went on sale last week.","content":"<p>Grab shares slid more than 4% in premarket trading.The Singapore ride-hailing firm went on sale last week.</p><p><blockquote>Grab股价在盘前交易中下跌超过4%。这家新加坡网约车公司上周开始出售。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8de30b544b65a645e7a91a37bfb8d8f8\" tg-width=\"851\" tg-height=\"618\" width=\"100%\" height=\"auto\"></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>Grab shares slid more than 4% in premarket trading<blockquote>Grab股价在盘前交易中下跌超过4%</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; 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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\">\nGrab shares slid more than 4% in premarket trading<blockquote>Grab股价在盘前交易中下跌超过4%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-06 20:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab shares slid more than 4% in premarket trading.The Singapore ride-hailing firm went on sale last week.</p><p><blockquote>Grab股价在盘前交易中下跌超过4%。这家新加坡网约车公司上周开始出售。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8de30b544b65a645e7a91a37bfb8d8f8\" tg-width=\"851\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191828969","content_text":"Grab shares slid more than 4% in premarket trading.The Singapore ride-hailing firm went on sale last week.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":2725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609694359,"gmtCreate":1638275659492,"gmtModify":1638275659636,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks","listText":"Please like, thanks","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/609694359","repostId":"1192203085","repostType":4,"repost":{"id":"1192203085","kind":"news","pubTimestamp":1638273550,"share":"https://www.laohu8.com/m/news/1192203085?lang=zh_CN&edition=full","pubTime":"2021-11-30 19:59","market":"us","language":"en","title":"Covid-19 Antibody Drugs Are Challenged by Omicron, Preliminary Testing Indicates<blockquote>新冠抗体药物受奥密克戎挑战初步检测显示</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192203085","media":"The Wall Street Journal","summary":"Regeneron said its antibody drug cocktail was found to lose effectiveness against the new variant\nA ","content":"<p>Regeneron said its antibody drug cocktail was found to lose effectiveness against the new variant</p><p><blockquote>再生元表示,其抗体药物鸡尾酒被发现对新变种失去效力</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed6086131617e6933fe07f3e46cd5c26\" tg-width=\"1290\" tg-height=\"859\" referrerpolicy=\"no-referrer\"><span>A monoclonal antibody treatment site in Pembroke Pines, Fla., earlier this year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>今年早些时候,佛罗里达州彭布罗克派恩斯的一个单克隆抗体治疗点。</span></p></blockquote></p><p> Preliminary tests indicate the Covid-19 antibody drug cocktail from Regeneron Pharmaceuticals Inc. loses effectiveness against Omicron, the company said Tuesday, a sign that some products in an important class of therapies might need modifying if the new strain becomes widespread.</p><p><blockquote>再生元制药公司周二表示,初步测试表明,该公司的Covid-19抗体药物鸡尾酒对奥密克戎病毒失去了效力,这表明,如果新毒株广泛传播,一类重要疗法中的一些产品可能需要修改。</blockquote></p><p> Separate testing of another authorized Covid-19 antibody drug cocktail, from Eli Lilly& Co., indicates it also isn’t as effective against Omicron, outside scientists said. Lilly said it is testing the new variant against its antibody treatment and wouldn’t speculate on what the results will be.</p><p><blockquote>外部科学家表示,对礼来公司(Eli Lilly&Co.)的另一种授权的Covid-19抗体药物混合物进行的单独测试表明,它对奥密克戎病也没有那么有效。礼来公司表示,正在针对其抗体治疗测试新变种,但不愿猜测结果会是什么。</blockquote></p><p> The findings are the early results of researchers’ race to assess the impact of the new Omicron variant on Covid-19 treatments that patients, doctors and hospitals have been relying on, as well as pills in development that have promised to keep people out of the hospital.</p><p><blockquote>这些发现是研究人员竞相评估新的奥密克戎病毒变种对患者、医生和医院一直依赖的Covid-19治疗的影响的早期结果,以及正在开发的有望让人们远离医院的药物。</blockquote></p><p> Researchers say some antibody therapies are likely to be especially vulnerable to Omicron because it contains mutations to the spike protein that the Regeneron and Lilly drugs target, while other drugs should hold up well because they attack elements of the virus unchanged in the variant.</p><p><blockquote>研究人员表示,一些抗体疗法可能特别容易受到奥密克戎病毒的影响,因为它含有再生元和礼来药物所针对的刺突蛋白的突变,而其他药物应该表现良好,因为它们攻击的是变种中未改变的病毒元素。</blockquote></p><p> Monoclonal antibodies are lab-made molecules derived from survivors of Covid-19 or mice engineered to have human immune systems. When given soon after infection, the drugs attach to the surface of the coronavirus and prevent it from replicating itself in new cells.</p><p><blockquote>单克隆抗体是实验室制造的分子,来自新冠肺炎幸存者或被改造成具有人类免疫系统的小鼠。当感染后不久给药时,这些药物会附着在冠状病毒的表面,阻止它在新细胞中自我复制。</blockquote></p><p> They are the only drugs authorized to treat patients, before they require hospitalization, who are at high risk of developing severe cases.</p><p><blockquote>它们是唯一被授权在需要住院治疗患者之前治疗这些患者的药物,这些患者具有发展为严重病例的高风险。</blockquote></p><p> The drugs differ from vaccines, which train the immune system how to defend against the virus, including with the production of antibodies. Last year, former President Donald Trump credited Regeneron’s drug with his speedy recovery from Covid-19.</p><p><blockquote>这些药物不同于疫苗,疫苗训练免疫系统如何防御病毒,包括产生抗体。去年,前总统唐纳德·特朗普将他从Covid-19中迅速康复归功于再生元的药物。</blockquote></p><p> Regeneron said it would be able to quantify the impact of the variant in coming weeks, after further testing is done.</p><p><blockquote>再生元表示,在进行进一步测试后,它将能够在未来几周内量化该变体的影响。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e7fac5c4630025e6c5ad28d2c3efbfa\" tg-width=\"1050\" tg-height=\"700\" referrerpolicy=\"no-referrer\"><span>Antiviral pills such as Pfizer’s Paxlovid appear to be unaffected by the variant.</span></p><p><blockquote><p class=\"t-img-caption\"><span>辉瑞公司的Paxlovid等抗病毒药物似乎不受该变种的影响。</span></p></blockquote></p><p> If final testing shows that its antibody drugs are less effective against Omicron, Regeneron has developed alternative antibodies that it can push into clinical testing and that it thinks will retain effectiveness against the variant, said George Yancopoulos, the company’s president and chief scientific officer.</p><p><blockquote>该公司总裁兼首席科学官George Yancopoulos表示,如果最终测试表明其抗体药物对奥密克戎病毒的效果较差,再生元已经开发出替代抗体,可以将其推向临床测试,并且认为这些抗体将保留对该变种的有效性。</blockquote></p><p> One of Regeneron’s alternative antibodies is already in clinical testing, which the company began in anticipation of new variants emerging over time.</p><p><blockquote>再生元的一种替代抗体已经处于临床测试阶段,该公司预计随着时间的推移会出现新的变种。</blockquote></p><p> The Omicron variant was identified last week by scientists in South Africa, prompting drug researchers to scramble to see if the relatively small medicine chest of Covid-19 treatments would still work against the new strain if it ends up spreading widely.</p><p><blockquote>南非科学家上周发现了奥密克戎病毒变种,促使药物研究人员争先恐后地看看,如果新冠肺炎病毒最终广泛传播,相对较小的新冠肺炎治疗药箱是否仍能对抗新毒株。</blockquote></p><p> “What we have to admit is, in the course of the past six days, our urgency has increased,” Dr. Yancopoulos said in an interview. “What started out as a backup plan has now been made a lot more urgent.”</p><p><blockquote>“我们必须承认的是,在过去的六天里,我们的紧迫性有所增加,”扬科普洛斯博士在接受采访时说。“最初的备用计划现在变得更加紧迫。”</blockquote></p><p> Scientists at the Fred Hutchinson Cancer Research Center in Seattle found that individual mutations from Omicron reduced or eliminated the ability of Regeneron’s and Lilly’s drugs to attach to the virus, said Allie Greaney, a Ph.D. candidate at the center and the University of Washington in Seattle.</p><p><blockquote>西雅图Fred Hutchinson癌症研究中心的科学家发现,奥密克戎病毒的个体突变降低或消除了再生元和礼来公司的药物附着在病毒上的能力。该中心和西雅图华盛顿大学的候选人。</blockquote></p><p> More comprehensive tests of the drugs against the entire variant are needed to fully understand the impact, she said. “I’m not certain what the exact magnitude of effect would be, but probably less effective,” said Ms. Greaney.</p><p><blockquote>她说,需要对针对整个变种的药物进行更全面的测试,以充分了解其影响。“我不确定效果的确切程度,但效果可能会较差,”格雷尼女士说。</blockquote></p><p> Lilly is in the process of testing the new variant against its drug, a combination of two antibodies called bamlanivimab and etesevimab,said Nicole Kallewaard, a Lilly virologist and research adviser.</p><p><blockquote>礼来公司病毒学家兼研究顾问Nicole Kallewaard表示,礼来公司正在针对其药物测试新变种,该药物是两种抗体的组合,称为bamlanivimab和etesevimab。</blockquote></p><p> She declined to comment on the results showing reduced effectiveness against individual Omicron mutations, because the results may differ when all of the mutations are combined.</p><p><blockquote>她拒绝对显示针对单个奥密克戎突变的有效性降低的结果发表评论,因为当所有突变结合在一起时,结果可能会有所不同。</blockquote></p><p> “I think that we need to wait for confirmation of the whole virus,” said Dr. Kallewaard. “Hopefully, the data will come in the next few weeks.”</p><p><blockquote>“我认为我们需要等待整个病毒的确认,”Kallewaard博士说。“希望数据能在未来几周内公布。”</blockquote></p><p> A rise in the prevalence of Omicron could present an opportunity for competitors who say their drugs don’t appear in preliminary testing to be affected by the variant, including Vir Biotechnology Inc. and GlaxoSmithKline PLC, whose drug sotrovimab was authorized for emergency use earlier this year.</p><p><blockquote>奥密克戎病毒患病率的上升可能会给那些表示其药物在初步测试中没有出现的竞争对手带来受到该变种影响的机会,其中包括Vir Biotechnology Inc.和葛兰素史克PLC,其药物sotrovimab早些时候被授权紧急使用今年。</blockquote></p><p></p><p> Fred Hutchinson researchers also said their initial testing indicated the Vir-GSK antibody drug retained its effectiveness.</p><p><blockquote>Fred Hutchinson研究人员还表示,他们的初步测试表明Vir-GSK抗体药物保留了其有效性。</blockquote></p><p> Adagio Therapeutics Inc.,a biotech with a Covid-19 antibody drug in clinical trials, said its antibody also appears to be unaffected by the new variant.</p><p><blockquote>Adagio Therapeutics Inc.是一家正在进行临床试验的新冠肺炎抗体药物的生物技术公司,该公司表示,其抗体似乎也不受新变种的影响。</blockquote></p><p> Vir, Glaxo and Adagio said they are conducting further tests to confirm that their drugs aren’t affected by Omicron.</p><p><blockquote>Vir、葛兰素史克和Adagio表示,他们正在进行进一步测试,以确认他们的药物不受奥密克戎病的影响。</blockquote></p><p> Omicron poses a threat to lab-made antibody drugs as well as antibodies generated by vaccines, because the new variant has mutations on the spike protein part of the virus where antibodies are known to frequently attach themselves, scientists say.</p><p><blockquote>科学家说,奥密克戎病毒对实验室制造的抗体药物以及疫苗产生的抗体构成威胁,因为这种新变种在病毒的刺突蛋白部分发生了突变,已知抗体经常附着在该部分。</blockquote></p><p> Vir and Adagio officials said the companies designed their antibodies with the aim of targeting spots on the virus that are common across different coronaviruses that remained stable even after numerous mutations over many years.</p><p><blockquote>Vir和Adagio官员表示,两家公司设计抗体的目的是针对病毒上不同冠状病毒中常见的点,这些点即使在多年多次突变后仍保持稳定。</blockquote></p><p> “They bind to a region of the virus that through decades of evolution has not changed a lot,” Adagio Chief Executive Tillman Gerngross said in an interview. “Those conserved areas make the virus much more vulnerable” to antibodies.</p><p><blockquote>Adagio首席执行官蒂尔曼·格恩格罗斯(Tillman Gerngross)在接受采访时表示:“它们与病毒的一个区域结合,该区域经过数十年的进化并没有发生太大变化。”“这些保守区域使病毒更容易受到抗体的攻击”。</blockquote></p><p> It will take at least two weeks to create a version of the full Omicron virus variant and test antibody drugs against it, company officials said. Still, scientists say they are concerned by what they know already about the variant’s ability to evade antibodies produced by vaccines, prior infection or from drug treatment.</p><p><blockquote>公司官员表示,至少需要两周时间才能创建完整的奥密克戎病毒变种版本并测试针对其的抗体药物。尽管如此,科学家们表示,他们对这种变异逃避疫苗、先前感染或药物治疗产生的抗体的能力感到担忧。</blockquote></p><p> “Omicron hasn’t become the next Delta,” Vir Chief Scientific Officer Skip Virgin said in an interview. But “we think the extent of the mutations, the number of them, means that the world needs to take Omicron very seriously.”</p><p><blockquote>“奥密克戎还没有成为下一个三角洲,”Vir首席科学官Skip Virgin在接受采访时表示。但“我们认为突变的程度和数量意味着世界需要非常认真地对待奥密克戎。”</blockquote></p><p> Antiviral drugs, including pills from Merck& Co. and partner Ridgeback Biotherapeutics LP and from Pfizer Inc. that are being evaluated for authorization,appear to be unaffected by the variant because they target a different site on the virus, said Michel Nussenzweig, an immunologist at Rockefeller University.</p><p><blockquote>洛克菲勒大学免疫学家米歇尔·努森茨威格(Michel Nussenzweig)表示,抗病毒药物,包括默克公司(Merck&Co.)和合作伙伴Ridgeback Biotherapeutics LP以及辉瑞公司(Pfizer Inc.)正在接受授权评估的药物,似乎不受该变种的影响,因为它们针对病毒上的不同位点。</blockquote></p><p> Doctors and patients have been looking forward to authorization of the pills, which in clinical trials have reduced the risk of hospitalization if taken early enough.</p><p><blockquote>医生和患者一直在期待这种药物的批准,在临床试验中,如果尽早服用,这种药物可以降低住院风险。</blockquote></p><p> “The targets of the pills appear to be under less pressure and may be OK, but this too needs to be tested,” said Dr. Nussenzweig.</p><p><blockquote>“药物的目标似乎压力较小,可能没问题,但这也需要测试,”努森茨威格博士说。</blockquote></p><p> Pfizer and Merck said they expect their drugs to be effective against Omicron.</p><p><blockquote>辉瑞和默克表示,他们预计他们的药物将有效对抗奥密克戎病。</blockquote></p><p> Gilead SciencesInc. also said it expects Veklury, its antiviral drug used to treat hospitalized patients, to retain effectiveness against Omicron as it has against other variants of concern.</p><p><blockquote>吉利德科学公司还表示,预计其用于治疗住院患者的抗病毒药物Veklury将保持对奥密克戎病毒的有效性,就像它对其他令人担忧的变种一样。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCovid-19 Antibody Drugs Are Challenged by Omicron, Preliminary Testing Indicates<blockquote>新冠抗体药物受奥密克戎挑战初步检测显示</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-11-30 19:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Regeneron said its antibody drug cocktail was found to lose effectiveness against the new variant</p><p><blockquote>再生元表示,其抗体药物鸡尾酒被发现对新变种失去效力</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed6086131617e6933fe07f3e46cd5c26\" tg-width=\"1290\" tg-height=\"859\" referrerpolicy=\"no-referrer\"><span>A monoclonal antibody treatment site in Pembroke Pines, Fla., earlier this year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>今年早些时候,佛罗里达州彭布罗克派恩斯的一个单克隆抗体治疗点。</span></p></blockquote></p><p> Preliminary tests indicate the Covid-19 antibody drug cocktail from Regeneron Pharmaceuticals Inc. loses effectiveness against Omicron, the company said Tuesday, a sign that some products in an important class of therapies might need modifying if the new strain becomes widespread.</p><p><blockquote>再生元制药公司周二表示,初步测试表明,该公司的Covid-19抗体药物鸡尾酒对奥密克戎病毒失去了效力,这表明,如果新毒株广泛传播,一类重要疗法中的一些产品可能需要修改。</blockquote></p><p> Separate testing of another authorized Covid-19 antibody drug cocktail, from Eli Lilly& Co., indicates it also isn’t as effective against Omicron, outside scientists said. Lilly said it is testing the new variant against its antibody treatment and wouldn’t speculate on what the results will be.</p><p><blockquote>外部科学家表示,对礼来公司(Eli Lilly&Co.)的另一种授权的Covid-19抗体药物混合物进行的单独测试表明,它对奥密克戎病也没有那么有效。礼来公司表示,正在针对其抗体治疗测试新变种,但不愿猜测结果会是什么。</blockquote></p><p> The findings are the early results of researchers’ race to assess the impact of the new Omicron variant on Covid-19 treatments that patients, doctors and hospitals have been relying on, as well as pills in development that have promised to keep people out of the hospital.</p><p><blockquote>这些发现是研究人员竞相评估新的奥密克戎病毒变种对患者、医生和医院一直依赖的Covid-19治疗的影响的早期结果,以及正在开发的有望让人们远离医院的药物。</blockquote></p><p> Researchers say some antibody therapies are likely to be especially vulnerable to Omicron because it contains mutations to the spike protein that the Regeneron and Lilly drugs target, while other drugs should hold up well because they attack elements of the virus unchanged in the variant.</p><p><blockquote>研究人员表示,一些抗体疗法可能特别容易受到奥密克戎病毒的影响,因为它含有再生元和礼来药物所针对的刺突蛋白的突变,而其他药物应该表现良好,因为它们攻击的是变种中未改变的病毒元素。</blockquote></p><p> Monoclonal antibodies are lab-made molecules derived from survivors of Covid-19 or mice engineered to have human immune systems. When given soon after infection, the drugs attach to the surface of the coronavirus and prevent it from replicating itself in new cells.</p><p><blockquote>单克隆抗体是实验室制造的分子,来自新冠肺炎幸存者或被改造成具有人类免疫系统的小鼠。当感染后不久给药时,这些药物会附着在冠状病毒的表面,阻止它在新细胞中自我复制。</blockquote></p><p> They are the only drugs authorized to treat patients, before they require hospitalization, who are at high risk of developing severe cases.</p><p><blockquote>它们是唯一被授权在需要住院治疗患者之前治疗这些患者的药物,这些患者具有发展为严重病例的高风险。</blockquote></p><p> The drugs differ from vaccines, which train the immune system how to defend against the virus, including with the production of antibodies. Last year, former President Donald Trump credited Regeneron’s drug with his speedy recovery from Covid-19.</p><p><blockquote>这些药物不同于疫苗,疫苗训练免疫系统如何防御病毒,包括产生抗体。去年,前总统唐纳德·特朗普将他从Covid-19中迅速康复归功于再生元的药物。</blockquote></p><p> Regeneron said it would be able to quantify the impact of the variant in coming weeks, after further testing is done.</p><p><blockquote>再生元表示,在进行进一步测试后,它将能够在未来几周内量化该变体的影响。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e7fac5c4630025e6c5ad28d2c3efbfa\" tg-width=\"1050\" tg-height=\"700\" referrerpolicy=\"no-referrer\"><span>Antiviral pills such as Pfizer’s Paxlovid appear to be unaffected by the variant.</span></p><p><blockquote><p class=\"t-img-caption\"><span>辉瑞公司的Paxlovid等抗病毒药物似乎不受该变种的影响。</span></p></blockquote></p><p> If final testing shows that its antibody drugs are less effective against Omicron, Regeneron has developed alternative antibodies that it can push into clinical testing and that it thinks will retain effectiveness against the variant, said George Yancopoulos, the company’s president and chief scientific officer.</p><p><blockquote>该公司总裁兼首席科学官George Yancopoulos表示,如果最终测试表明其抗体药物对奥密克戎病毒的效果较差,再生元已经开发出替代抗体,可以将其推向临床测试,并且认为这些抗体将保留对该变种的有效性。</blockquote></p><p> One of Regeneron’s alternative antibodies is already in clinical testing, which the company began in anticipation of new variants emerging over time.</p><p><blockquote>再生元的一种替代抗体已经处于临床测试阶段,该公司预计随着时间的推移会出现新的变种。</blockquote></p><p> The Omicron variant was identified last week by scientists in South Africa, prompting drug researchers to scramble to see if the relatively small medicine chest of Covid-19 treatments would still work against the new strain if it ends up spreading widely.</p><p><blockquote>南非科学家上周发现了奥密克戎病毒变种,促使药物研究人员争先恐后地看看,如果新冠肺炎病毒最终广泛传播,相对较小的新冠肺炎治疗药箱是否仍能对抗新毒株。</blockquote></p><p> “What we have to admit is, in the course of the past six days, our urgency has increased,” Dr. Yancopoulos said in an interview. “What started out as a backup plan has now been made a lot more urgent.”</p><p><blockquote>“我们必须承认的是,在过去的六天里,我们的紧迫性有所增加,”扬科普洛斯博士在接受采访时说。“最初的备用计划现在变得更加紧迫。”</blockquote></p><p> Scientists at the Fred Hutchinson Cancer Research Center in Seattle found that individual mutations from Omicron reduced or eliminated the ability of Regeneron’s and Lilly’s drugs to attach to the virus, said Allie Greaney, a Ph.D. candidate at the center and the University of Washington in Seattle.</p><p><blockquote>西雅图Fred Hutchinson癌症研究中心的科学家发现,奥密克戎病毒的个体突变降低或消除了再生元和礼来公司的药物附着在病毒上的能力。该中心和西雅图华盛顿大学的候选人。</blockquote></p><p> More comprehensive tests of the drugs against the entire variant are needed to fully understand the impact, she said. “I’m not certain what the exact magnitude of effect would be, but probably less effective,” said Ms. Greaney.</p><p><blockquote>她说,需要对针对整个变种的药物进行更全面的测试,以充分了解其影响。“我不确定效果的确切程度,但效果可能会较差,”格雷尼女士说。</blockquote></p><p> Lilly is in the process of testing the new variant against its drug, a combination of two antibodies called bamlanivimab and etesevimab,said Nicole Kallewaard, a Lilly virologist and research adviser.</p><p><blockquote>礼来公司病毒学家兼研究顾问Nicole Kallewaard表示,礼来公司正在针对其药物测试新变种,该药物是两种抗体的组合,称为bamlanivimab和etesevimab。</blockquote></p><p> She declined to comment on the results showing reduced effectiveness against individual Omicron mutations, because the results may differ when all of the mutations are combined.</p><p><blockquote>她拒绝对显示针对单个奥密克戎突变的有效性降低的结果发表评论,因为当所有突变结合在一起时,结果可能会有所不同。</blockquote></p><p> “I think that we need to wait for confirmation of the whole virus,” said Dr. Kallewaard. “Hopefully, the data will come in the next few weeks.”</p><p><blockquote>“我认为我们需要等待整个病毒的确认,”Kallewaard博士说。“希望数据能在未来几周内公布。”</blockquote></p><p> A rise in the prevalence of Omicron could present an opportunity for competitors who say their drugs don’t appear in preliminary testing to be affected by the variant, including Vir Biotechnology Inc. and GlaxoSmithKline PLC, whose drug sotrovimab was authorized for emergency use earlier this year.</p><p><blockquote>奥密克戎病毒患病率的上升可能会给那些表示其药物在初步测试中没有出现的竞争对手带来受到该变种影响的机会,其中包括Vir Biotechnology Inc.和葛兰素史克PLC,其药物sotrovimab早些时候被授权紧急使用今年。</blockquote></p><p></p><p> Fred Hutchinson researchers also said their initial testing indicated the Vir-GSK antibody drug retained its effectiveness.</p><p><blockquote>Fred Hutchinson研究人员还表示,他们的初步测试表明Vir-GSK抗体药物保留了其有效性。</blockquote></p><p> Adagio Therapeutics Inc.,a biotech with a Covid-19 antibody drug in clinical trials, said its antibody also appears to be unaffected by the new variant.</p><p><blockquote>Adagio Therapeutics Inc.是一家正在进行临床试验的新冠肺炎抗体药物的生物技术公司,该公司表示,其抗体似乎也不受新变种的影响。</blockquote></p><p> Vir, Glaxo and Adagio said they are conducting further tests to confirm that their drugs aren’t affected by Omicron.</p><p><blockquote>Vir、葛兰素史克和Adagio表示,他们正在进行进一步测试,以确认他们的药物不受奥密克戎病的影响。</blockquote></p><p> Omicron poses a threat to lab-made antibody drugs as well as antibodies generated by vaccines, because the new variant has mutations on the spike protein part of the virus where antibodies are known to frequently attach themselves, scientists say.</p><p><blockquote>科学家说,奥密克戎病毒对实验室制造的抗体药物以及疫苗产生的抗体构成威胁,因为这种新变种在病毒的刺突蛋白部分发生了突变,已知抗体经常附着在该部分。</blockquote></p><p> Vir and Adagio officials said the companies designed their antibodies with the aim of targeting spots on the virus that are common across different coronaviruses that remained stable even after numerous mutations over many years.</p><p><blockquote>Vir和Adagio官员表示,两家公司设计抗体的目的是针对病毒上不同冠状病毒中常见的点,这些点即使在多年多次突变后仍保持稳定。</blockquote></p><p> “They bind to a region of the virus that through decades of evolution has not changed a lot,” Adagio Chief Executive Tillman Gerngross said in an interview. “Those conserved areas make the virus much more vulnerable” to antibodies.</p><p><blockquote>Adagio首席执行官蒂尔曼·格恩格罗斯(Tillman Gerngross)在接受采访时表示:“它们与病毒的一个区域结合,该区域经过数十年的进化并没有发生太大变化。”“这些保守区域使病毒更容易受到抗体的攻击”。</blockquote></p><p> It will take at least two weeks to create a version of the full Omicron virus variant and test antibody drugs against it, company officials said. Still, scientists say they are concerned by what they know already about the variant’s ability to evade antibodies produced by vaccines, prior infection or from drug treatment.</p><p><blockquote>公司官员表示,至少需要两周时间才能创建完整的奥密克戎病毒变种版本并测试针对其的抗体药物。尽管如此,科学家们表示,他们对这种变异逃避疫苗、先前感染或药物治疗产生的抗体的能力感到担忧。</blockquote></p><p> “Omicron hasn’t become the next Delta,” Vir Chief Scientific Officer Skip Virgin said in an interview. But “we think the extent of the mutations, the number of them, means that the world needs to take Omicron very seriously.”</p><p><blockquote>“奥密克戎还没有成为下一个三角洲,”Vir首席科学官Skip Virgin在接受采访时表示。但“我们认为突变的程度和数量意味着世界需要非常认真地对待奥密克戎。”</blockquote></p><p> Antiviral drugs, including pills from Merck& Co. and partner Ridgeback Biotherapeutics LP and from Pfizer Inc. that are being evaluated for authorization,appear to be unaffected by the variant because they target a different site on the virus, said Michel Nussenzweig, an immunologist at Rockefeller University.</p><p><blockquote>洛克菲勒大学免疫学家米歇尔·努森茨威格(Michel Nussenzweig)表示,抗病毒药物,包括默克公司(Merck&Co.)和合作伙伴Ridgeback Biotherapeutics LP以及辉瑞公司(Pfizer Inc.)正在接受授权评估的药物,似乎不受该变种的影响,因为它们针对病毒上的不同位点。</blockquote></p><p> Doctors and patients have been looking forward to authorization of the pills, which in clinical trials have reduced the risk of hospitalization if taken early enough.</p><p><blockquote>医生和患者一直在期待这种药物的批准,在临床试验中,如果尽早服用,这种药物可以降低住院风险。</blockquote></p><p> “The targets of the pills appear to be under less pressure and may be OK, but this too needs to be tested,” said Dr. Nussenzweig.</p><p><blockquote>“药物的目标似乎压力较小,可能没问题,但这也需要测试,”努森茨威格博士说。</blockquote></p><p> Pfizer and Merck said they expect their drugs to be effective against Omicron.</p><p><blockquote>辉瑞和默克表示,他们预计他们的药物将有效对抗奥密克戎病。</blockquote></p><p> Gilead SciencesInc. also said it expects Veklury, its antiviral drug used to treat hospitalized patients, to retain effectiveness against Omicron as it has against other variants of concern.</p><p><blockquote>吉利德科学公司还表示,预计其用于治疗住院患者的抗病毒药物Veklury将保持对奥密克戎病毒的有效性,就像它对其他令人担忧的变种一样。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/covid-19-antibody-drugs-are-challenged-by-omicron-preliminary-testing-indicates-11638270003?mod=Searchresults_pos1&page=1\">The Wall Street Journal</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":{"REGN":"再生元制药公司","LLY":"礼来"},"source_url":"https://www.wsj.com/articles/covid-19-antibody-drugs-are-challenged-by-omicron-preliminary-testing-indicates-11638270003?mod=Searchresults_pos1&page=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192203085","content_text":"Regeneron said its antibody drug cocktail was found to lose effectiveness against the new variant\nA monoclonal antibody treatment site in Pembroke Pines, Fla., earlier this year.\nPreliminary tests indicate the Covid-19 antibody drug cocktail from Regeneron Pharmaceuticals Inc. loses effectiveness against Omicron, the company said Tuesday, a sign that some products in an important class of therapies might need modifying if the new strain becomes widespread.\nSeparate testing of another authorized Covid-19 antibody drug cocktail, from Eli Lilly& Co., indicates it also isn’t as effective against Omicron, outside scientists said. Lilly said it is testing the new variant against its antibody treatment and wouldn’t speculate on what the results will be.\nThe findings are the early results of researchers’ race to assess the impact of the new Omicron variant on Covid-19 treatments that patients, doctors and hospitals have been relying on, as well as pills in development that have promised to keep people out of the hospital.\nResearchers say some antibody therapies are likely to be especially vulnerable to Omicron because it contains mutations to the spike protein that the Regeneron and Lilly drugs target, while other drugs should hold up well because they attack elements of the virus unchanged in the variant.\nMonoclonal antibodies are lab-made molecules derived from survivors of Covid-19 or mice engineered to have human immune systems. When given soon after infection, the drugs attach to the surface of the coronavirus and prevent it from replicating itself in new cells.\nThey are the only drugs authorized to treat patients, before they require hospitalization, who are at high risk of developing severe cases.\nThe drugs differ from vaccines, which train the immune system how to defend against the virus, including with the production of antibodies. Last year, former President Donald Trump credited Regeneron’s drug with his speedy recovery from Covid-19.\nRegeneron said it would be able to quantify the impact of the variant in coming weeks, after further testing is done.\nAntiviral pills such as Pfizer’s Paxlovid appear to be unaffected by the variant.\nIf final testing shows that its antibody drugs are less effective against Omicron, Regeneron has developed alternative antibodies that it can push into clinical testing and that it thinks will retain effectiveness against the variant, said George Yancopoulos, the company’s president and chief scientific officer.\nOne of Regeneron’s alternative antibodies is already in clinical testing, which the company began in anticipation of new variants emerging over time.\nThe Omicron variant was identified last week by scientists in South Africa, prompting drug researchers to scramble to see if the relatively small medicine chest of Covid-19 treatments would still work against the new strain if it ends up spreading widely.\n“What we have to admit is, in the course of the past six days, our urgency has increased,” Dr. Yancopoulos said in an interview. “What started out as a backup plan has now been made a lot more urgent.”\nScientists at the Fred Hutchinson Cancer Research Center in Seattle found that individual mutations from Omicron reduced or eliminated the ability of Regeneron’s and Lilly’s drugs to attach to the virus, said Allie Greaney, a Ph.D. candidate at the center and the University of Washington in Seattle.\nMore comprehensive tests of the drugs against the entire variant are needed to fully understand the impact, she said. “I’m not certain what the exact magnitude of effect would be, but probably less effective,” said Ms. Greaney.\nLilly is in the process of testing the new variant against its drug, a combination of two antibodies called bamlanivimab and etesevimab,said Nicole Kallewaard, a Lilly virologist and research adviser.\nShe declined to comment on the results showing reduced effectiveness against individual Omicron mutations, because the results may differ when all of the mutations are combined.\n“I think that we need to wait for confirmation of the whole virus,” said Dr. Kallewaard. “Hopefully, the data will come in the next few weeks.”\nA rise in the prevalence of Omicron could present an opportunity for competitors who say their drugs don’t appear in preliminary testing to be affected by the variant, including Vir Biotechnology Inc. and GlaxoSmithKline PLC, whose drug sotrovimab was authorized for emergency use earlier this year.\nFred Hutchinson researchers also said their initial testing indicated the Vir-GSK antibody drug retained its effectiveness.\nAdagio Therapeutics Inc.,a biotech with a Covid-19 antibody drug in clinical trials, said its antibody also appears to be unaffected by the new variant.\nVir, Glaxo and Adagio said they are conducting further tests to confirm that their drugs aren’t affected by Omicron.\nOmicron poses a threat to lab-made antibody drugs as well as antibodies generated by vaccines, because the new variant has mutations on the spike protein part of the virus where antibodies are known to frequently attach themselves, scientists say.\nVir and Adagio officials said the companies designed their antibodies with the aim of targeting spots on the virus that are common across different coronaviruses that remained stable even after numerous mutations over many years.\n“They bind to a region of the virus that through decades of evolution has not changed a lot,” Adagio Chief Executive Tillman Gerngross said in an interview. “Those conserved areas make the virus much more vulnerable” to antibodies.\nIt will take at least two weeks to create a version of the full Omicron virus variant and test antibody drugs against it, company officials said. Still, scientists say they are concerned by what they know already about the variant’s ability to evade antibodies produced by vaccines, prior infection or from drug treatment.\n“Omicron hasn’t become the next Delta,” Vir Chief Scientific Officer Skip Virgin said in an interview. But “we think the extent of the mutations, the number of them, means that the world needs to take Omicron very seriously.”\nAntiviral drugs, including pills from Merck& Co. and partner Ridgeback Biotherapeutics LP and from Pfizer Inc. that are being evaluated for authorization,appear to be unaffected by the variant because they target a different site on the virus, said Michel Nussenzweig, an immunologist at Rockefeller University.\nDoctors and patients have been looking forward to authorization of the pills, which in clinical trials have reduced the risk of hospitalization if taken early enough.\n“The targets of the pills appear to be under less pressure and may be OK, but this too needs to be tested,” said Dr. Nussenzweig.\nPfizer and Merck said they expect their drugs to be effective against Omicron.\nGilead SciencesInc. also said it expects Veklury, its antiviral drug used to treat hospitalized patients, to retain effectiveness against Omicron as it has against other variants of concern.","news_type":1,"symbols_score_info":{"REGN":0.9,"LLY":0.9}},"isVote":1,"tweetType":1,"viewCount":2717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853278358,"gmtCreate":1634820641511,"gmtModify":1634820641924,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks!","listText":"Please like, thanks!","text":"Please like, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853278358","repostId":"2177468666","repostType":4,"repost":{"id":"2177468666","kind":"highlight","pubTimestamp":1634819400,"share":"https://www.laohu8.com/m/news/2177468666?lang=zh_CN&edition=full","pubTime":"2021-10-21 20:30","market":"us","language":"en","title":"Weekly jobless claims fall to fresh pandemic-era low of 290,000<blockquote>每周申请失业救济人数降至大流行时期新低29万人</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177468666","media":"Yahoo","summary":"New weekly jobless claims held below 300,000 for a back-to-back week as labor market conditions trud","content":"<p>New weekly jobless claims held below 300,000 for a back-to-back week as labor market conditions trudged back toward pre-pandemic levels.</p><p><blockquote>随着劳动力市场状况艰难地回到大流行前的水平,每周新申请失业救济人数连续一周保持在30万以下。</blockquote></p><p> TheLabor Department released its jobless claimsreport Thursday morning. Here were the main metrics from the print, compared to consensus estimates compiled by Bloomberg:</p><p><blockquote>劳工部周四上午发布了初请失业金报告。以下是印刷品中的主要指标,与彭博社编制的共识估计进行了比较:</blockquote></p><p> <ul> <li><b>Initial unemployment claims, week ended October 16:</b> 290,000 vs.297,000 expected and a revised296,000 during prior week</li> <li><b>Continuing claims, week ended October 9:</b> 2.481 millionvs.2.548 million expected and a revised 2.603 million during prior week</li> </ul> Last week's initial unemployment claims fell by a greater-than-expected margin, bringing the number of new filings back to the lowest level since March 2020. The four-week moving average for new jobless claims also dropped by 15,250 to reach 319,750 as of last week, also marking the least since March of last year.</p><p><blockquote><ul><li><b>截至10月16日当周首次申请失业救济人数:</b>290,000 vs.前一周预期297,000和修正后296,000</li><li><b>截至10月9日当周的持续索赔:</b>248.1万,前一周预期为254.8万,修正后为260.3万</li></ul>上周初请失业金人数降幅超预期,使新申请失业金人数回到2020年3月以来的最低水平。截至上周,新申请失业救济人数的四周移动平均值也下降了15,250人,至319,750人,也是去年3月以来的最低水平。</blockquote></p><p> The latest claims data reflects a labor market that has made considerable progress in reducing separations since its pandemic-era peak. However, it also still has a ways to go before returning entirely to pre-virus trends. In October 2020, new filings were coming in at a weekly rate of over 700,000, but in the same month in 2019, initial claims averaged just over 210,000.</p><p><blockquote>最新的申请数据反映出,自大流行时期的峰值以来,劳动力市场在减少离职方面取得了相当大的进展。然而,在完全恢复到病毒爆发前的趋势之前,它还有一段路要走。2020年10月,新申请的数量每周超过70万份,但2019年同月,首次申请的数量平均略高于21万份。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/037a3eb5ac51386ced727a2f28beb4e3\" tg-width=\"640\" tg-height=\"563\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The steady move lower in first-time filers so far this year has coincided with a jump in demand for labor and a reluctance by employers to release those already on their payrolls amid worker scarcities.</p><p><blockquote>今年迄今为止,首次申报人数稳步下降,恰逢劳动力需求激增,雇主在工人短缺的情况下不愿释放已经在工资单上的人。</blockquote></p><p> But many workers have also been departing their roles of their own volition. A record 4.3 million people quit their jobs in the U.S. in. August, based on the Labor Department's most recent data. And job openings overall were at a record high of more than 10.4 million as of the end of the summer.</p><p><blockquote>但许多工人也自愿离职。年,美国有创纪录的430万人辞职。根据劳工部的最新数据,八月。截至夏末,职位空缺总数创历史新高,超过1040万个。</blockquote></p><p> \"While mass layoffs have been avoided of late, helping jobless claims to decline, many who are employed feel some combination of empowerment, restlessness and/or exhaustion. This is borne out in the record number of workers quitting their jobs and strikes among union members popping up around the nation,\" Mark Hamrick, Bankrate senior economic analyst, wrote in an email on Tuesday.</p><p><blockquote>“虽然最近避免了大规模裁员,帮助初请失业金人数下降,但许多就业者感到权力、不安和/或疲惫。工会成员辞职和罢工人数创历史新高就证明了这一点。全国各地都出现了,”Bankrate高级经济分析师马克·哈姆里克(Mark Hamrick)周二在一封电子邮件中写道。</blockquote></p><p> \"Making matters worse, inflation is eroding wage gains for some, fueling desire to find new employment with better pay, working conditions and flexibility,\" he added.</p><p><blockquote>他补充说:“更糟糕的是,通货膨胀正在侵蚀一些人的工资增长,加剧了寻找薪酬、工作条件和灵活性更好的新工作的愿望。”</blockquote></p><p> Continuing jobless claims, capturing the number of individuals still claiming benefits via regular state programs, also reached a fresh pandemic-era low of 2.481 million as of early October. The insured unemployment rate, or the ratio of people on unemployment benefits divided by the overall force, dipped by 0.1 percentage points to reach 1.8% for the week ended Oct. 9.</p><p><blockquote>截至10月初,持续申请失业救济人数也达到了大流行时期的新低,为248.1万人,占仍通过常规州计划领取福利的人数。截至10月9日当周,参保失业率(即领取失业救济金的人数除以总人数的比率)下降了0.1个百分点,达到1.8%。</blockquote></p><p></p>","source":"lsy1584348713084","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>Weekly jobless claims fall to fresh pandemic-era low of 290,000<blockquote>每周申请失业救济人数降至大流行时期新低29万人</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\">\nWeekly jobless claims fall to fresh pandemic-era low of 290,000<blockquote>每周申请失业救济人数降至大流行时期新低29万人</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-10-21 20:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New weekly jobless claims held below 300,000 for a back-to-back week as labor market conditions trudged back toward pre-pandemic levels.</p><p><blockquote>随着劳动力市场状况艰难地回到大流行前的水平,每周新申请失业救济人数连续一周保持在30万以下。</blockquote></p><p> TheLabor Department released its jobless claimsreport Thursday morning. Here were the main metrics from the print, compared to consensus estimates compiled by Bloomberg:</p><p><blockquote>劳工部周四上午发布了初请失业金报告。以下是印刷品中的主要指标,与彭博社编制的共识估计进行了比较:</blockquote></p><p> <ul> <li><b>Initial unemployment claims, week ended October 16:</b> 290,000 vs.297,000 expected and a revised296,000 during prior week</li> <li><b>Continuing claims, week ended October 9:</b> 2.481 millionvs.2.548 million expected and a revised 2.603 million during prior week</li> </ul> Last week's initial unemployment claims fell by a greater-than-expected margin, bringing the number of new filings back to the lowest level since March 2020. The four-week moving average for new jobless claims also dropped by 15,250 to reach 319,750 as of last week, also marking the least since March of last year.</p><p><blockquote><ul><li><b>截至10月16日当周首次申请失业救济人数:</b>290,000 vs.前一周预期297,000和修正后296,000</li><li><b>截至10月9日当周的持续索赔:</b>248.1万,前一周预期为254.8万,修正后为260.3万</li></ul>上周初请失业金人数降幅超预期,使新申请失业金人数回到2020年3月以来的最低水平。截至上周,新申请失业救济人数的四周移动平均值也下降了15,250人,至319,750人,也是去年3月以来的最低水平。</blockquote></p><p> The latest claims data reflects a labor market that has made considerable progress in reducing separations since its pandemic-era peak. However, it also still has a ways to go before returning entirely to pre-virus trends. In October 2020, new filings were coming in at a weekly rate of over 700,000, but in the same month in 2019, initial claims averaged just over 210,000.</p><p><blockquote>最新的申请数据反映出,自大流行时期的峰值以来,劳动力市场在减少离职方面取得了相当大的进展。然而,在完全恢复到病毒爆发前的趋势之前,它还有一段路要走。2020年10月,新申请的数量每周超过70万份,但2019年同月,首次申请的数量平均略高于21万份。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/037a3eb5ac51386ced727a2f28beb4e3\" tg-width=\"640\" tg-height=\"563\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The steady move lower in first-time filers so far this year has coincided with a jump in demand for labor and a reluctance by employers to release those already on their payrolls amid worker scarcities.</p><p><blockquote>今年迄今为止,首次申报人数稳步下降,恰逢劳动力需求激增,雇主在工人短缺的情况下不愿释放已经在工资单上的人。</blockquote></p><p> But many workers have also been departing their roles of their own volition. A record 4.3 million people quit their jobs in the U.S. in. August, based on the Labor Department's most recent data. And job openings overall were at a record high of more than 10.4 million as of the end of the summer.</p><p><blockquote>但许多工人也自愿离职。年,美国有创纪录的430万人辞职。根据劳工部的最新数据,八月。截至夏末,职位空缺总数创历史新高,超过1040万个。</blockquote></p><p> \"While mass layoffs have been avoided of late, helping jobless claims to decline, many who are employed feel some combination of empowerment, restlessness and/or exhaustion. This is borne out in the record number of workers quitting their jobs and strikes among union members popping up around the nation,\" Mark Hamrick, Bankrate senior economic analyst, wrote in an email on Tuesday.</p><p><blockquote>“虽然最近避免了大规模裁员,帮助初请失业金人数下降,但许多就业者感到权力、不安和/或疲惫。工会成员辞职和罢工人数创历史新高就证明了这一点。全国各地都出现了,”Bankrate高级经济分析师马克·哈姆里克(Mark Hamrick)周二在一封电子邮件中写道。</blockquote></p><p> \"Making matters worse, inflation is eroding wage gains for some, fueling desire to find new employment with better pay, working conditions and flexibility,\" he added.</p><p><blockquote>他补充说:“更糟糕的是,通货膨胀正在侵蚀一些人的工资增长,加剧了寻找薪酬、工作条件和灵活性更好的新工作的愿望。”</blockquote></p><p> Continuing jobless claims, capturing the number of individuals still claiming benefits via regular state programs, also reached a fresh pandemic-era low of 2.481 million as of early October. The insured unemployment rate, or the ratio of people on unemployment benefits divided by the overall force, dipped by 0.1 percentage points to reach 1.8% for the week ended Oct. 9.</p><p><blockquote>截至10月初,持续申请失业救济人数也达到了大流行时期的新低,为248.1万人,占仍通过常规州计划领取福利的人数。截至10月9日当周,参保失业率(即领取失业救济金的人数除以总人数的比率)下降了0.1个百分点,达到1.8%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/weekly-jobless-claims-week-ended-october-16-2021-193313259.html\">Yahoo</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":{"CRCT":"Cricut, Inc.","HCTI":"Healthcare Triangle, Inc.","FWRG":"First Watch Restaurant Group, Inc.","OLPX":"Olaplex Holdings, Inc.","TERN":"Terns Pharmaceuticals, Inc."},"source_url":"https://finance.yahoo.com/news/weekly-jobless-claims-week-ended-october-16-2021-193313259.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177468666","content_text":"New weekly jobless claims held below 300,000 for a back-to-back week as labor market conditions trudged back toward pre-pandemic levels.\nTheLabor Department released its jobless claimsreport Thursday morning. Here were the main metrics from the print, compared to consensus estimates compiled by Bloomberg:\n\nInitial unemployment claims, week ended October 16: 290,000 vs.297,000 expected and a revised296,000 during prior week\nContinuing claims, week ended October 9: 2.481 millionvs.2.548 million expected and a revised 2.603 million during prior week\n\nLast week's initial unemployment claims fell by a greater-than-expected margin, bringing the number of new filings back to the lowest level since March 2020. The four-week moving average for new jobless claims also dropped by 15,250 to reach 319,750 as of last week, also marking the least since March of last year.\nThe latest claims data reflects a labor market that has made considerable progress in reducing separations since its pandemic-era peak. However, it also still has a ways to go before returning entirely to pre-virus trends. In October 2020, new filings were coming in at a weekly rate of over 700,000, but in the same month in 2019, initial claims averaged just over 210,000.\n\nThe steady move lower in first-time filers so far this year has coincided with a jump in demand for labor and a reluctance by employers to release those already on their payrolls amid worker scarcities.\nBut many workers have also been departing their roles of their own volition. A record 4.3 million people quit their jobs in the U.S. in. August, based on the Labor Department's most recent data. And job openings overall were at a record high of more than 10.4 million as of the end of the summer.\n\"While mass layoffs have been avoided of late, helping jobless claims to decline, many who are employed feel some combination of empowerment, restlessness and/or exhaustion. This is borne out in the record number of workers quitting their jobs and strikes among union members popping up around the nation,\" Mark Hamrick, Bankrate senior economic analyst, wrote in an email on Tuesday.\n\"Making matters worse, inflation is eroding wage gains for some, fueling desire to find new employment with better pay, working conditions and flexibility,\" he added.\nContinuing jobless claims, capturing the number of individuals still claiming benefits via regular state programs, also reached a fresh pandemic-era low of 2.481 million as of early October. The insured unemployment rate, or the ratio of people on unemployment benefits divided by the overall force, dipped by 0.1 percentage points to reach 1.8% for the week ended Oct. 9.","news_type":1,"symbols_score_info":{"OLPX":0.9,"END":0.9,"CRCT":0.9,"ALVU":0.9,"TERN":0.9,"HCTI":0.9,"FWRG":0.9}},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863274441,"gmtCreate":1632403986783,"gmtModify":1632732572887,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks!","listText":"Please like, thanks!","text":"Please like, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/863274441","repostId":"1185114998","repostType":4,"repost":{"id":"1185114998","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":1632403944,"share":"https://www.laohu8.com/m/news/1185114998?lang=zh_CN&edition=full","pubTime":"2021-09-23 21:32","market":"us","language":"en","title":"Stocks open higher, building on post-Fed gains<blockquote>股市开盘走高,延续美联储后的涨幅</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185114998","media":"Tiger Newspress","summary":"(Sept 23) Stocks open higher, building on post-Fed gains. Dow rises for a second day, adding 200 poi","content":"<p>(Sept 23) Stocks open higher, building on post-Fed gains. Dow rises for a second day, adding 200 points as market continues to reclaim September losses.</p><p><blockquote>(9月23日)股市开盘走高,延续美联储后的涨幅。道琼斯指数连续第二天上涨,上涨200点,市场继续收复9月份的跌幅。</blockquote></p><p> The company reported better-than-expected quarterly earnings, with an adjusted gross margin of 65%. <a href=\"https://laohu8.com/S/BB\">BlackBerry</a> reported a loss of 6 cents per share, compared with the expected loss of 7 cents per share, according to Refinitiv. Revenue came in at $175 million, topping estimates of $164 million. Shares rose more than 9% in morning trding.</p><p><blockquote>该公司公布的季度收益好于预期,调整后毛利率为65%。<a href=\"https://laohu8.com/S/BB\">黑莓</a>根据Refinitiv的数据,每股亏损6美分,而预期每股亏损7美分。收入为1.75亿美元,高于预期的1.64亿美元。早盘股价上涨超过9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/db991fbc6c2ba939756396898e5220f5\" tg-width=\"959\" tg-height=\"561\" referrerpolicy=\"no-referrer\">Salesforce rose 4% after the cloud company raised its full-year 2022 revenue guidance.</p><p><blockquote>云公司Salesforce上调2022年全年收入指引后,该公司股价上涨4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/21871db96fdc1822b80c9e2903a14651\" tg-width=\"960\" tg-height=\"563\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Airline shares, Carnival stocks gain in morning trading.</p><p><blockquote>航空股、嘉年华股早盘上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/70de15909e3e929a872f38ecc5bee841\" tg-width=\"276\" tg-height=\"361\" 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>Stocks open higher, building on post-Fed gains<blockquote>股市开盘走高,延续美联储后的涨幅</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\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\">\nStocks open higher, building on post-Fed gains<blockquote>股市开盘走高,延续美联储后的涨幅</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\">2021-09-23 21:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Sept 23) Stocks open higher, building on post-Fed gains. Dow rises for a second day, adding 200 points as market continues to reclaim September losses.</p><p><blockquote>(9月23日)股市开盘走高,延续美联储后的涨幅。道琼斯指数连续第二天上涨,上涨200点,市场继续收复9月份的跌幅。</blockquote></p><p> The company reported better-than-expected quarterly earnings, with an adjusted gross margin of 65%. <a href=\"https://laohu8.com/S/BB\">BlackBerry</a> reported a loss of 6 cents per share, compared with the expected loss of 7 cents per share, according to Refinitiv. Revenue came in at $175 million, topping estimates of $164 million. Shares rose more than 9% in morning trding.</p><p><blockquote>该公司公布的季度收益好于预期,调整后毛利率为65%。<a href=\"https://laohu8.com/S/BB\">黑莓</a>根据Refinitiv的数据,每股亏损6美分,而预期每股亏损7美分。收入为1.75亿美元,高于预期的1.64亿美元。早盘股价上涨超过9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/db991fbc6c2ba939756396898e5220f5\" tg-width=\"959\" tg-height=\"561\" referrerpolicy=\"no-referrer\">Salesforce rose 4% after the cloud company raised its full-year 2022 revenue guidance.</p><p><blockquote>云公司Salesforce上调2022年全年收入指引后,该公司股价上涨4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/21871db96fdc1822b80c9e2903a14651\" tg-width=\"960\" tg-height=\"563\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Airline shares, Carnival stocks gain in morning trading.</p><p><blockquote>航空股、嘉年华股早盘上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/70de15909e3e929a872f38ecc5bee841\" tg-width=\"276\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185114998","content_text":"(Sept 23) Stocks open higher, building on post-Fed gains. Dow rises for a second day, adding 200 points as market continues to reclaim September losses.\nThe company reported better-than-expected quarterly earnings, with an adjusted gross margin of 65%. BlackBerry reported a loss of 6 cents per share, compared with the expected loss of 7 cents per share, according to Refinitiv. Revenue came in at $175 million, topping estimates of $164 million. Shares rose more than 9% in morning trding.\nSalesforce rose 4% after the cloud company raised its full-year 2022 revenue guidance.\n\nAirline shares, Carnival stocks gain in morning trading.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":607925391,"gmtCreate":1639477651128,"gmtModify":1639477651495,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks!","listText":"Please like, thanks!","text":"Please like, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607925391","repostId":"1121800259","repostType":4,"isVote":1,"tweetType":1,"viewCount":2791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848459419,"gmtCreate":1636022326389,"gmtModify":1636022326796,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks!","listText":"Please like, thanks!","text":"Please like, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848459419","repostId":"1189037300","repostType":4,"repost":{"id":"1189037300","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1636018960,"share":"https://www.laohu8.com/m/news/1189037300?lang=zh_CN&edition=full","pubTime":"2021-11-04 17:42","market":"us","language":"en","title":"5 Stocks To Watch For November 4, 2021<blockquote>2021年11月4日值得关注的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189037300","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Moderna, Inc. to rep","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括:</blockquote></p><p> <ul> <li>Wall Street expects <b>Moderna, Inc.</b> to report quarterly earnings at $8.95 per share on revenue of $6.45 billion before the opening bell. Moderna shares rose 0.2% to $346.66 in pre-market trading.</li> <li><b>Booking Holdings Inc.</b> reported upbeat earnings for the third quarter. Booking shares gained 4.3% to $2,540.00 in the pre-market trading session.</li> <li>Analysts are expecting <b>ViacomCBS Inc.</b> to have earned $0.76 per share on revenue of $6.60 billion for the latest quarter. The company will release earnings before the markets open. ViacomCBS shares rose 0.7% to 37.80 in pre-market trading.</li> </ul> <ul> <li><b>Qualcomm Inc</b> posted upbeat results for its recent quarter and issued a strong forecast for its current quarter. Qualcomm shares climbed 6.7% to $147.80 in the pre-market trading session.</li> <li>Analysts expect <b>Airbnb, Inc.</b> to post quarterly earnings at $0.84 per share on revenue of $2.04 billion after the closing bell. Airbnb shares rose 2.2% to 176.64 in pre-market trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b>莫德纳公司。</b>开盘前公布季度收益为每股8.95美元,营收为64.5亿美元。Moderna股价在盘前交易中上涨0.2%,至346.66美元。</li><li><b>预订控股公司。</b>报告了乐观的第三季度收益。Booking股价在盘前交易时段上涨4.3%,至2,540.00美元。</li><li>分析师预计<b>维亚康姆哥伦比亚广播公司。</b>最近一个季度的营收为66亿美元,每股收益为0.76美元。该公司将在开市前发布财报。ViacomCBS股价在盘前交易中上涨0.7%,至37.80点。</li></ul><ul><li><b>高通公司</b>公布了最近一个季度的乐观业绩,并发布了对本季度的强劲预测。高通股价在盘前交易时段上涨6.7%至147.80美元。</li><li>分析师预计<b>爱彼迎公司。</b>收盘后公布季度收益为每股0.84美元,营收为20.4亿美元。爱彼迎股价在盘前交易中上涨2.2%至176.64点。</li></ul></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>5 Stocks To Watch For November 4, 2021<blockquote>2021年11月4日值得关注的5只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For November 4, 2021<blockquote>2021年11月4日值得关注的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-11-04 17:42</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括:</blockquote></p><p> <ul> <li>Wall Street expects <b>Moderna, Inc.</b> to report quarterly earnings at $8.95 per share on revenue of $6.45 billion before the opening bell. Moderna shares rose 0.2% to $346.66 in pre-market trading.</li> <li><b>Booking Holdings Inc.</b> reported upbeat earnings for the third quarter. Booking shares gained 4.3% to $2,540.00 in the pre-market trading session.</li> <li>Analysts are expecting <b>ViacomCBS Inc.</b> to have earned $0.76 per share on revenue of $6.60 billion for the latest quarter. The company will release earnings before the markets open. ViacomCBS shares rose 0.7% to 37.80 in pre-market trading.</li> </ul> <ul> <li><b>Qualcomm Inc</b> posted upbeat results for its recent quarter and issued a strong forecast for its current quarter. Qualcomm shares climbed 6.7% to $147.80 in the pre-market trading session.</li> <li>Analysts expect <b>Airbnb, Inc.</b> to post quarterly earnings at $0.84 per share on revenue of $2.04 billion after the closing bell. Airbnb shares rose 2.2% to 176.64 in pre-market trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b>莫德纳公司。</b>开盘前公布季度收益为每股8.95美元,营收为64.5亿美元。Moderna股价在盘前交易中上涨0.2%,至346.66美元。</li><li><b>预订控股公司。</b>报告了乐观的第三季度收益。Booking股价在盘前交易时段上涨4.3%,至2,540.00美元。</li><li>分析师预计<b>维亚康姆哥伦比亚广播公司。</b>最近一个季度的营收为66亿美元,每股收益为0.76美元。该公司将在开市前发布财报。ViacomCBS股价在盘前交易中上涨0.7%,至37.80点。</li></ul><ul><li><b>高通公司</b>公布了最近一个季度的乐观业绩,并发布了对本季度的强劲预测。高通股价在盘前交易时段上涨6.7%至147.80美元。</li><li>分析师预计<b>爱彼迎公司。</b>收盘后公布季度收益为每股0.84美元,营收为20.4亿美元。爱彼迎股价在盘前交易中上涨2.2%至176.64点。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","MRNA":"Moderna, Inc.","BKNG":"Booking Holdings","ABNB":"爱彼迎"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189037300","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Moderna, Inc. to report quarterly earnings at $8.95 per share on revenue of $6.45 billion before the opening bell. Moderna shares rose 0.2% to $346.66 in pre-market trading.\nBooking Holdings Inc. reported upbeat earnings for the third quarter. Booking shares gained 4.3% to $2,540.00 in the pre-market trading session.\nAnalysts are expecting ViacomCBS Inc. to have earned $0.76 per share on revenue of $6.60 billion for the latest quarter. The company will release earnings before the markets open. ViacomCBS shares rose 0.7% to 37.80 in pre-market trading.\n\n\nQualcomm Inc posted upbeat results for its recent quarter and issued a strong forecast for its current quarter. Qualcomm shares climbed 6.7% to $147.80 in the pre-market trading session.\nAnalysts expect Airbnb, Inc. to post quarterly earnings at $0.84 per share on revenue of $2.04 billion after the closing bell. Airbnb shares rose 2.2% to 176.64 in pre-market trading.","news_type":1,"symbols_score_info":{"QCOM":0.9,"VIAC":0.9,"ABNB":0.9,"MRNA":0.9,"BKNG":0.9}},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859078925,"gmtCreate":1634645766226,"gmtModify":1634645766630,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks!","listText":"Please like, thanks!","text":"Please like, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/859078925","repostId":"1185133403","repostType":4,"repost":{"id":"1185133403","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":1634631070,"share":"https://www.laohu8.com/m/news/1185133403?lang=zh_CN&edition=full","pubTime":"2021-10-19 16:11","market":"us","language":"en","title":"Alibaba rose nearly 2% in premarket trading as it unveils one of China’s most advanced chips<blockquote>阿里巴巴-SW盘前涨近2%,推出国内最先进芯片之一</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185133403","media":"Tiger Newspress","summary":"Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.The company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency.The newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in","content":"<p>Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.</p><p><blockquote>阿里巴巴-SW盘前交易中上涨近2%,其在港股价周二上涨1.17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/64d09abc429be4e1672683409ffa01e3\" tg-width=\"768\" tg-height=\"371\" width=\"100%\" height=\"auto\"></p><p><blockquote> </blockquote></p><p> The company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency. </p><p><blockquote>该公司推出了一款基于先进5纳米技术的新型服务器芯片,标志着中国追求半导体自给自足的一个里程碑。</blockquote></p><p> The newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in its own data centers in the “near future” and will not be sold commercially, at least for now.</p><p><blockquote>根据周二的一份声明,最新的芯片基于软银集团旗下的Arm Ltd.提供的微架构。正在杭州举行年度云峰会的阿里巴巴-SW表示,这种硅将在“不久的将来”在自己的数据中心投入使用,至少目前不会进行商业销售。</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 nearly 2% in premarket trading as it unveils one of China’s most advanced chips<blockquote>阿里巴巴-SW盘前涨近2%,推出国内最先进芯片之一</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 nearly 2% in premarket trading as it unveils one of China’s most advanced chips<blockquote>阿里巴巴-SW盘前涨近2%,推出国内最先进芯片之一</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 16:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.</p><p><blockquote>阿里巴巴-SW盘前交易中上涨近2%,其在港股价周二上涨1.17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/64d09abc429be4e1672683409ffa01e3\" tg-width=\"768\" tg-height=\"371\" width=\"100%\" height=\"auto\"></p><p><blockquote> </blockquote></p><p> The company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency. </p><p><blockquote>该公司推出了一款基于先进5纳米技术的新型服务器芯片,标志着中国追求半导体自给自足的一个里程碑。</blockquote></p><p> The newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in its own data centers in the “near future” and will not be sold commercially, at least for now.</p><p><blockquote>根据周二的一份声明,最新的芯片基于软银集团旗下的Arm Ltd.提供的微架构。正在杭州举行年度云峰会的阿里巴巴-SW表示,这种硅将在“不久的将来”在自己的数据中心投入使用,至少目前不会进行商业销售。</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":"1185133403","content_text":"Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.\n \nThe company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency. \nThe newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in its own data centers in the “near future” and will not be sold commercially, at least for now.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821441428,"gmtCreate":1633780238117,"gmtModify":1633780238218,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thank you !","listText":"Please like, thank you !","text":"Please like, thank you !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/821441428","repostId":"1112605458","repostType":4,"repost":{"id":"1112605458","kind":"news","pubTimestamp":1633751161,"share":"https://www.laohu8.com/m/news/1112605458?lang=zh_CN&edition=full","pubTime":"2021-10-09 11:46","market":"us","language":"en","title":"Fast-Growing Stocks: GOOGL Stock Among 24 Names Expecting Up To 800% Growth In Q3<blockquote>快速增长的股票:24只股票中的GOOGL股票预计第三季度增长高达800%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112605458","media":"investors","summary":"With Q3 earnings season on the horizon, here's a look at today's fastest-growing stocks expecting 65","content":"<p>With Q3 earnings season on the horizon, here's a look at today's fastest-growing stocks expecting 65% to 800% EPS increases in Q3 or their current fiscal quarter. Tech giant <b>Alphabet</b>(GOOGL) joins <b>Crocs</b>(CROX) and leading IPO <b>TaskUs</b>(TASK) make the cut.</p><p><blockquote>随着第三季度财报季的临近,以下是当今增长最快的股票,预计第三季度或当前财季每股收益将增长65%至800%。科技巨头<b>Alphabet</b>(GOOGL)加入<b>卡骆驰</b>(CROX)和领先的IPO<b>塔斯库斯</b>(任务)晋级。</blockquote></p><p> <b>Steel Dynamics</b>(STLD) leads this stock screen featuring 24 companies, joined by oil stocks <b>Diamondback Energy</b>(FANG) and <b>Callon Petroleum</b>(CPE).</p><p><blockquote><b>Steel Dynamics</b>(STLD)在本次股票筛选中领先,共有24家公司,石油股也加入其中<b>响尾蛇能源公司</b>(方)和<b>卡隆石油公司</b>(CPE)。</blockquote></p><p> Having only gone public in June, TASK stock is already among the best IPOs. TaskUs is on IBD Sector Leaders and joins GOOGL stock get on the IBD 50list of top growth stocks. <b>Atkore</b>(ATKR) and <b>Evercore</b>(EVR) also earn spots on the IBD 50 and this stock screen for today's fastest-growing companies.</p><p><blockquote>TASK股票于6月份才上市,已经是最好的IPO之一。TaskUs是IBD行业的领导者之一,并与GOOGL股票一起跻身IBD 50强成长股名单。<b>阿特科雷</b>(ATKR)和<b>Evercore</b>(EVR)还在IBD 50和当今增长最快的公司的股票屏幕上赢得一席之地。</blockquote></p><p> To make this screen, each stock must have a 95 or higher Composite Rating and an 80 or better EPS and RS rating. To avoid thinly traded stocks, the stocks must trade at least 400,000 shares a day on average.</p><p><blockquote>要进行此筛选,每只股票必须具有95或更高的综合评级以及80或更高的EPS和RS评级。为了避免股票交易清淡,这些股票平均每天必须交易至少40万股。</blockquote></p><p> Fastest-Growing Stocks Test Support And Resistance</p><p><blockquote>增长最快的股票测试支撑位和阻力位</blockquote></p><p> With the stock market in a correction, now is not an ideal time to buy stocks. But GOOGL stock, Diamondback Energy, Atkore and others are trying to bounce back as the indexes look to launch a follow-through day to improve the market outlook.</p><p><blockquote>随着股市回调,现在不是买入股票的理想时机。但GOOGL股票、Diamondback Energy、Atkore和其他股票正试图反弹,因为这些指数希望推出后续日来改善市场前景。</blockquote></p><p> CROX stock, GOOGL stock and others are testing support and resistance at their10-week moving averages.</p><p><blockquote>CROX股票、GOOGL股票和其他股票正在测试10周移动平均线的支撑和阻力。</blockquote></p><p> Although this is not an ideal time to buy stocks, the market can turn on a dime. So continue to build your watchlist to track the fastest-growing stocks that may be building new chart patterns and establishing fresh buy points for when the market rebounds.</p><p><blockquote>虽然这不是购买股票的理想时机,但市场可以在一角硬币上转动。因此,继续建立你的观察名单,跟踪增长最快的股票,这些股票可能正在构建新的图表模式,并在市场反弹时建立新的买入点。</blockquote></p><p> Q3 Earnings: Best Growth Stocks To WatchScreen generated in MarketSmith| Data as of 10/7/21</p><p><blockquote>第三季度收益:MarketSmith中生成的最佳增长股票|截至10/7/21的数据</blockquote></p><p></p><p> <table> <thead> <tr> <th>Company</th> <th>Symbol</th> <th>EPS Est Cur Qtr %</th> <th>Comp Rating</th> <th>EPS Rating</th> <th>RS Rating</th> <th>SMR Rating</th> </tr> </thead> <tbody> <tr> <td>Steel Dynamics Inc</td> <td>STLD</td> <td>800</td> <td>95</td> <td>95</td> <td>84</td> <td>A</td> </tr> <tr> <td>Boot Barn Holdings Inc</td> <td>BOOT</td> <td>345</td> <td>99</td> <td>98</td> <td>96</td> <td>A</td> </tr> <tr> <td>Northeast Bank</td> <td>NBN</td> <td>332</td> <td>98</td> <td>99</td> <td>94</td> <td>A</td> </tr> <tr> <td>Diamondback Energy Inc</td> <td>FANG</td> <td>329</td> <td>99</td> <td>94</td> <td>97</td> <td>A</td> </tr> <tr> <td>Callon Petroleum Co</td> <td>CPE</td> <td>281</td> <td>98</td> <td>85</td> <td>99</td> <td>A</td> </tr> <tr> <td>Atkore Inc</td> <td>ATKR</td> <td>224</td> <td>99</td> <td>99</td> <td>97</td> <td>A</td> </tr> <tr> <td>Encore Wire Corp</td> <td>WIRE</td> <td>186</td> <td>99</td> <td>98</td> <td>95</td> <td>A</td> </tr> <tr> <td>Matson Inc</td> <td>MATX</td> <td>170</td> <td>99</td> <td>95</td> <td>91</td> <td>A</td> </tr> <tr> <td>Evercore Inc</td> <td>EVR</td> <td>151</td> <td>96</td> <td>96</td> <td>86</td> <td>A</td> </tr> <tr> <td>C A I International Inc</td> <td>CAI</td> <td>126</td> <td>98</td> <td>98</td> <td>91</td> <td>A</td> </tr> <tr> <td>Virtus Investment Ptnrs</td> <td>VRTS</td> <td>114</td> <td>99</td> <td>99</td> <td>93</td> <td>A</td> </tr> <tr> <td>Moelis & Company Cl A</td> <td>MC</td> <td>104</td> <td>96</td> <td>81</td> <td>92</td> <td>A</td> </tr> <tr> <td>Builders Firstsource Inc</td> <td>BLDR</td> <td>100</td> <td>98</td> <td>99</td> <td>87</td> <td>A</td> </tr> <tr> <td>Skyline Champion Corp</td> <td>SKY</td> <td>100</td> <td>97</td> <td>99</td> <td>94</td> <td>A</td> </tr> <tr> <td>Silvergate Cap Corp Cl A</td> <td>SI</td> <td>97</td> <td>99</td> <td>99</td> <td>99</td> <td>A</td> </tr> <tr> <td>Crocs Inc</td> <td>CROX</td> <td>96</td> <td>99</td> <td>99</td> <td>97</td> <td>A</td> </tr> <tr> <td>Power Integrations Inc</td> <td>POWI</td> <td>95</td> <td>98</td> <td>87</td> <td>88</td> <td>A</td> </tr> <tr> <td>N A P C O Security Tech</td> <td>NSSC</td> <td>92</td> <td>96</td> <td>92</td> <td>92</td> <td>A</td> </tr> <tr> <td>Taskus Inc Class A</td> <td>TASK</td> <td>88</td> <td>99</td> <td>98</td> <td>98</td> <td>A</td> </tr> <tr> <td>Techtarget Inc</td> <td>TTGT</td> <td>83</td> <td>99</td> <td>99</td> <td>87</td> <td>A</td> </tr> <tr> <td>Headhunter Group Plc Ads</td> <td>HHR</td> <td>76</td> <td>99</td> <td>93</td> <td>95</td> <td>A</td> </tr> <tr> <td>Endava Plc Cl A Ads</td> <td>DAVA</td> <td>71</td> <td>99</td> <td>98</td> <td>96</td> <td>A</td> </tr> <tr> <td>Metrocity Bankshares Inc</td> <td>MCBS</td> <td>69</td> <td>95</td> <td>90</td> <td>90</td> <td>A</td> </tr> <tr> <td>Alphabet Inc Cl A</td> <td>GOOGL</td> <td>65</td> <td>99</td> <td>98</td> <td>91</td> <td>A</td> </tr> </tbody> </table></p><p><blockquote><table><thead><tr><th>公司</th><th>象征</th><th>EPS是当前季度%</th><th>薪酬评级</th><th>每股收益评级</th><th>RS评级</th><th>SMR等级</th></tr></thead><tbody><tr><td>Steel Dynamics公司</td><td>STLD</td><td>800</td><td>95</td><td>95</td><td>84</td><td>一个</td></tr><tr><td>靴子谷仓控股公司</td><td>靴子</td><td>345</td><td>99</td><td>98</td><td>96</td><td>一个</td></tr><tr><td>东北银行</td><td>NBN</td><td>332</td><td>98</td><td>99</td><td>94</td><td>一个</td></tr><tr><td>响尾蛇能源公司</td><td>方</td><td>329</td><td>99</td><td>94</td><td>97</td><td>一个</td></tr><tr><td>卡隆石油公司</td><td>CPE</td><td>281</td><td>98</td><td>85</td><td>99</td><td>一个</td></tr><tr><td>Atkore公司</td><td>ATKR</td><td>224</td><td>99</td><td>99</td><td>97</td><td>一个</td></tr><tr><td>安可电线公司</td><td>电线</td><td>186</td><td>99</td><td>98</td><td>95</td><td>一个</td></tr><tr><td>美森公司</td><td>MATX</td><td>170</td><td>99</td><td>95</td><td>91</td><td>一个</td></tr><tr><td>Evercore公司</td><td>EVR</td><td>151</td><td>96</td><td>96</td><td>86</td><td>一个</td></tr><tr><td>CAI国际公司</td><td>蔡</td><td>126</td><td>98</td><td>98</td><td>91</td><td>一个</td></tr><tr><td>维尔图斯投资Ptnrs</td><td>VRTS</td><td>114</td><td>99</td><td>99</td><td>93</td><td>一个</td></tr><tr><td>莫里斯公司Cl A</td><td>MC</td><td>104</td><td>96</td><td>81</td><td>92</td><td>一个</td></tr><tr><td>建筑商Firstsource公司</td><td>BLDR</td><td>100</td><td>98</td><td>99</td><td>87</td><td>一个</td></tr><tr><td>天际线冠军公司</td><td>天空</td><td>100</td><td>97</td><td>99</td><td>94</td><td>一个</td></tr><tr><td>Silvergate Cap Corp Cl A</td><td>是的</td><td>97</td><td>99</td><td>99</td><td>99</td><td>一个</td></tr><tr><td>卡骆驰公司</td><td>克罗克斯</td><td>96</td><td>99</td><td>99</td><td>97</td><td>一个</td></tr><tr><td>电力集成公司</td><td>POWI</td><td>95</td><td>98</td><td>87</td><td>88</td><td>一个</td></tr><tr><td>NAPCO安全技术</td><td>NSSC</td><td>92</td><td>96</td><td>92</td><td>92</td><td>一个</td></tr><tr><td>Taskus Inc A级</td><td>任务</td><td>88</td><td>99</td><td>98</td><td>98</td><td>一个</td></tr><tr><td>Techtarget公司</td><td>TTGT</td><td>83</td><td>99</td><td>99</td><td>87</td><td>一个</td></tr><tr><td>Headhunter Group Plc广告</td><td>HHR</td><td>76</td><td>99</td><td>93</td><td>95</td><td>一个</td></tr><tr><td>Endava Plc Cl A Ads</td><td>达瓦</td><td>71</td><td>99</td><td>98</td><td>96</td><td>一个</td></tr><tr><td>大都会银行股份公司</td><td>MCBS</td><td>69</td><td>95</td><td>90</td><td>90</td><td>一个</td></tr><tr><td>Alphabet公司Cl A</td><td>GOOGL</td><td>65</td><td>99</td><td>98</td><td>91</td><td>一个</td></tr></tbody></table></blockquote></p><p></p>","source":"lsy1610449120050","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fast-Growing Stocks: GOOGL Stock Among 24 Names Expecting Up To 800% Growth In Q3<blockquote>快速增长的股票:24只股票中的GOOGL股票预计第三季度增长高达800%</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\">\nFast-Growing Stocks: GOOGL Stock Among 24 Names Expecting Up To 800% Growth In Q3<blockquote>快速增长的股票:24只股票中的GOOGL股票预计第三季度增长高达800%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investors</strong><span class=\"h-time small\">2021-10-09 11:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With Q3 earnings season on the horizon, here's a look at today's fastest-growing stocks expecting 65% to 800% EPS increases in Q3 or their current fiscal quarter. Tech giant <b>Alphabet</b>(GOOGL) joins <b>Crocs</b>(CROX) and leading IPO <b>TaskUs</b>(TASK) make the cut.</p><p><blockquote>随着第三季度财报季的临近,以下是当今增长最快的股票,预计第三季度或当前财季每股收益将增长65%至800%。科技巨头<b>Alphabet</b>(GOOGL)加入<b>卡骆驰</b>(CROX)和领先的IPO<b>塔斯库斯</b>(任务)晋级。</blockquote></p><p> <b>Steel Dynamics</b>(STLD) leads this stock screen featuring 24 companies, joined by oil stocks <b>Diamondback Energy</b>(FANG) and <b>Callon Petroleum</b>(CPE).</p><p><blockquote><b>Steel Dynamics</b>(STLD)在本次股票筛选中领先,共有24家公司,石油股也加入其中<b>响尾蛇能源公司</b>(方)和<b>卡隆石油公司</b>(CPE)。</blockquote></p><p> Having only gone public in June, TASK stock is already among the best IPOs. TaskUs is on IBD Sector Leaders and joins GOOGL stock get on the IBD 50list of top growth stocks. <b>Atkore</b>(ATKR) and <b>Evercore</b>(EVR) also earn spots on the IBD 50 and this stock screen for today's fastest-growing companies.</p><p><blockquote>TASK股票于6月份才上市,已经是最好的IPO之一。TaskUs是IBD行业的领导者之一,并与GOOGL股票一起跻身IBD 50强成长股名单。<b>阿特科雷</b>(ATKR)和<b>Evercore</b>(EVR)还在IBD 50和当今增长最快的公司的股票屏幕上赢得一席之地。</blockquote></p><p> To make this screen, each stock must have a 95 or higher Composite Rating and an 80 or better EPS and RS rating. To avoid thinly traded stocks, the stocks must trade at least 400,000 shares a day on average.</p><p><blockquote>要进行此筛选,每只股票必须具有95或更高的综合评级以及80或更高的EPS和RS评级。为了避免股票交易清淡,这些股票平均每天必须交易至少40万股。</blockquote></p><p> Fastest-Growing Stocks Test Support And Resistance</p><p><blockquote>增长最快的股票测试支撑位和阻力位</blockquote></p><p> With the stock market in a correction, now is not an ideal time to buy stocks. But GOOGL stock, Diamondback Energy, Atkore and others are trying to bounce back as the indexes look to launch a follow-through day to improve the market outlook.</p><p><blockquote>随着股市回调,现在不是买入股票的理想时机。但GOOGL股票、Diamondback Energy、Atkore和其他股票正试图反弹,因为这些指数希望推出后续日来改善市场前景。</blockquote></p><p> CROX stock, GOOGL stock and others are testing support and resistance at their10-week moving averages.</p><p><blockquote>CROX股票、GOOGL股票和其他股票正在测试10周移动平均线的支撑和阻力。</blockquote></p><p> Although this is not an ideal time to buy stocks, the market can turn on a dime. So continue to build your watchlist to track the fastest-growing stocks that may be building new chart patterns and establishing fresh buy points for when the market rebounds.</p><p><blockquote>虽然这不是购买股票的理想时机,但市场可以在一角硬币上转动。因此,继续建立你的观察名单,跟踪增长最快的股票,这些股票可能正在构建新的图表模式,并在市场反弹时建立新的买入点。</blockquote></p><p> Q3 Earnings: Best Growth Stocks To WatchScreen generated in MarketSmith| Data as of 10/7/21</p><p><blockquote>第三季度收益:MarketSmith中生成的最佳增长股票|截至10/7/21的数据</blockquote></p><p></p><p> <table> <thead> <tr> <th>Company</th> <th>Symbol</th> <th>EPS Est Cur Qtr %</th> <th>Comp Rating</th> <th>EPS Rating</th> <th>RS Rating</th> <th>SMR Rating</th> </tr> </thead> <tbody> <tr> <td>Steel Dynamics Inc</td> <td>STLD</td> <td>800</td> <td>95</td> <td>95</td> <td>84</td> <td>A</td> </tr> <tr> <td>Boot Barn Holdings Inc</td> <td>BOOT</td> <td>345</td> <td>99</td> <td>98</td> <td>96</td> <td>A</td> </tr> <tr> <td>Northeast Bank</td> <td>NBN</td> <td>332</td> <td>98</td> <td>99</td> <td>94</td> <td>A</td> </tr> <tr> <td>Diamondback Energy Inc</td> <td>FANG</td> <td>329</td> <td>99</td> <td>94</td> <td>97</td> <td>A</td> </tr> <tr> <td>Callon Petroleum Co</td> <td>CPE</td> <td>281</td> <td>98</td> <td>85</td> <td>99</td> <td>A</td> </tr> <tr> <td>Atkore Inc</td> <td>ATKR</td> <td>224</td> <td>99</td> <td>99</td> <td>97</td> <td>A</td> </tr> <tr> <td>Encore Wire Corp</td> <td>WIRE</td> <td>186</td> <td>99</td> <td>98</td> <td>95</td> <td>A</td> </tr> <tr> <td>Matson Inc</td> <td>MATX</td> <td>170</td> <td>99</td> <td>95</td> <td>91</td> <td>A</td> </tr> <tr> <td>Evercore Inc</td> <td>EVR</td> <td>151</td> <td>96</td> <td>96</td> <td>86</td> <td>A</td> </tr> <tr> <td>C A I International Inc</td> <td>CAI</td> <td>126</td> <td>98</td> <td>98</td> <td>91</td> <td>A</td> </tr> <tr> <td>Virtus Investment Ptnrs</td> <td>VRTS</td> <td>114</td> <td>99</td> <td>99</td> <td>93</td> <td>A</td> </tr> <tr> <td>Moelis & Company Cl A</td> <td>MC</td> <td>104</td> <td>96</td> <td>81</td> <td>92</td> <td>A</td> </tr> <tr> <td>Builders Firstsource Inc</td> <td>BLDR</td> <td>100</td> <td>98</td> <td>99</td> <td>87</td> <td>A</td> </tr> <tr> <td>Skyline Champion Corp</td> <td>SKY</td> <td>100</td> <td>97</td> <td>99</td> <td>94</td> <td>A</td> </tr> <tr> <td>Silvergate Cap Corp Cl A</td> <td>SI</td> <td>97</td> <td>99</td> <td>99</td> <td>99</td> <td>A</td> </tr> <tr> <td>Crocs Inc</td> <td>CROX</td> <td>96</td> <td>99</td> <td>99</td> <td>97</td> <td>A</td> </tr> <tr> <td>Power Integrations Inc</td> <td>POWI</td> <td>95</td> <td>98</td> <td>87</td> <td>88</td> <td>A</td> </tr> <tr> <td>N A P C O Security Tech</td> <td>NSSC</td> <td>92</td> <td>96</td> <td>92</td> <td>92</td> <td>A</td> </tr> <tr> <td>Taskus Inc Class A</td> <td>TASK</td> <td>88</td> <td>99</td> <td>98</td> <td>98</td> <td>A</td> </tr> <tr> <td>Techtarget Inc</td> <td>TTGT</td> <td>83</td> <td>99</td> <td>99</td> <td>87</td> <td>A</td> </tr> <tr> <td>Headhunter Group Plc Ads</td> <td>HHR</td> <td>76</td> <td>99</td> <td>93</td> <td>95</td> <td>A</td> </tr> <tr> <td>Endava Plc Cl A Ads</td> <td>DAVA</td> <td>71</td> <td>99</td> <td>98</td> <td>96</td> <td>A</td> </tr> <tr> <td>Metrocity Bankshares Inc</td> <td>MCBS</td> <td>69</td> <td>95</td> <td>90</td> <td>90</td> <td>A</td> </tr> <tr> <td>Alphabet Inc Cl A</td> <td>GOOGL</td> <td>65</td> <td>99</td> <td>98</td> <td>91</td> <td>A</td> </tr> </tbody> </table></p><p><blockquote><table><thead><tr><th>公司</th><th>象征</th><th>EPS是当前季度%</th><th>薪酬评级</th><th>每股收益评级</th><th>RS评级</th><th>SMR等级</th></tr></thead><tbody><tr><td>Steel Dynamics公司</td><td>STLD</td><td>800</td><td>95</td><td>95</td><td>84</td><td>一个</td></tr><tr><td>靴子谷仓控股公司</td><td>靴子</td><td>345</td><td>99</td><td>98</td><td>96</td><td>一个</td></tr><tr><td>东北银行</td><td>NBN</td><td>332</td><td>98</td><td>99</td><td>94</td><td>一个</td></tr><tr><td>响尾蛇能源公司</td><td>方</td><td>329</td><td>99</td><td>94</td><td>97</td><td>一个</td></tr><tr><td>卡隆石油公司</td><td>CPE</td><td>281</td><td>98</td><td>85</td><td>99</td><td>一个</td></tr><tr><td>Atkore公司</td><td>ATKR</td><td>224</td><td>99</td><td>99</td><td>97</td><td>一个</td></tr><tr><td>安可电线公司</td><td>电线</td><td>186</td><td>99</td><td>98</td><td>95</td><td>一个</td></tr><tr><td>美森公司</td><td>MATX</td><td>170</td><td>99</td><td>95</td><td>91</td><td>一个</td></tr><tr><td>Evercore公司</td><td>EVR</td><td>151</td><td>96</td><td>96</td><td>86</td><td>一个</td></tr><tr><td>CAI国际公司</td><td>蔡</td><td>126</td><td>98</td><td>98</td><td>91</td><td>一个</td></tr><tr><td>维尔图斯投资Ptnrs</td><td>VRTS</td><td>114</td><td>99</td><td>99</td><td>93</td><td>一个</td></tr><tr><td>莫里斯公司Cl A</td><td>MC</td><td>104</td><td>96</td><td>81</td><td>92</td><td>一个</td></tr><tr><td>建筑商Firstsource公司</td><td>BLDR</td><td>100</td><td>98</td><td>99</td><td>87</td><td>一个</td></tr><tr><td>天际线冠军公司</td><td>天空</td><td>100</td><td>97</td><td>99</td><td>94</td><td>一个</td></tr><tr><td>Silvergate Cap Corp Cl A</td><td>是的</td><td>97</td><td>99</td><td>99</td><td>99</td><td>一个</td></tr><tr><td>卡骆驰公司</td><td>克罗克斯</td><td>96</td><td>99</td><td>99</td><td>97</td><td>一个</td></tr><tr><td>电力集成公司</td><td>POWI</td><td>95</td><td>98</td><td>87</td><td>88</td><td>一个</td></tr><tr><td>NAPCO安全技术</td><td>NSSC</td><td>92</td><td>96</td><td>92</td><td>92</td><td>一个</td></tr><tr><td>Taskus Inc A级</td><td>任务</td><td>88</td><td>99</td><td>98</td><td>98</td><td>一个</td></tr><tr><td>Techtarget公司</td><td>TTGT</td><td>83</td><td>99</td><td>99</td><td>87</td><td>一个</td></tr><tr><td>Headhunter Group Plc广告</td><td>HHR</td><td>76</td><td>99</td><td>93</td><td>95</td><td>一个</td></tr><tr><td>Endava Plc Cl A Ads</td><td>达瓦</td><td>71</td><td>99</td><td>98</td><td>96</td><td>一个</td></tr><tr><td>大都会银行股份公司</td><td>MCBS</td><td>69</td><td>95</td><td>90</td><td>90</td><td>一个</td></tr><tr><td>Alphabet公司Cl A</td><td>GOOGL</td><td>65</td><td>99</td><td>98</td><td>91</td><td>一个</td></tr></tbody></table></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investors.com/research/fast-growing-stocks-q3-earnings-estimates/?src=A00220\">investors</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STLD":"Steel Dynamics","FANG":"Diamondback Energy","CPE":"卡隆石油","TASK":"TaskUs Inc.","CROX":"卡骆驰","GOOGL":"谷歌A"},"source_url":"https://www.investors.com/research/fast-growing-stocks-q3-earnings-estimates/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112605458","content_text":"With Q3 earnings season on the horizon, here's a look at today's fastest-growing stocks expecting 65% to 800% EPS increases in Q3 or their current fiscal quarter. Tech giant Alphabet(GOOGL) joins Crocs(CROX) and leading IPO TaskUs(TASK) make the cut.\nSteel Dynamics(STLD) leads this stock screen featuring 24 companies, joined by oil stocks Diamondback Energy(FANG) and Callon Petroleum(CPE).\nHaving only gone public in June, TASK stock is already among the best IPOs. TaskUs is on IBD Sector Leaders and joins GOOGL stock get on the IBD 50list of top growth stocks. Atkore(ATKR) and Evercore(EVR) also earn spots on the IBD 50 and this stock screen for today's fastest-growing companies.\nTo make this screen, each stock must have a 95 or higher Composite Rating and an 80 or better EPS and RS rating. To avoid thinly traded stocks, the stocks must trade at least 400,000 shares a day on average.\nFastest-Growing Stocks Test Support And Resistance\nWith the stock market in a correction, now is not an ideal time to buy stocks. But GOOGL stock, Diamondback Energy, Atkore and others are trying to bounce back as the indexes look to launch a follow-through day to improve the market outlook.\nCROX stock, GOOGL stock and others are testing support and resistance at their10-week moving averages.\nAlthough this is not an ideal time to buy stocks, the market can turn on a dime. So continue to build your watchlist to track the fastest-growing stocks that may be building new chart patterns and establishing fresh buy points for when the market rebounds.\nQ3 Earnings: Best Growth Stocks To WatchScreen generated in MarketSmith| Data as of 10/7/21\n\n\n\nCompany\nSymbol\nEPS Est Cur Qtr %\nComp Rating\nEPS Rating\nRS Rating\nSMR Rating\n\n\n\n\nSteel Dynamics Inc\nSTLD\n800\n95\n95\n84\nA\n\n\nBoot Barn Holdings Inc\nBOOT\n345\n99\n98\n96\nA\n\n\nNortheast Bank\nNBN\n332\n98\n99\n94\nA\n\n\nDiamondback Energy Inc\nFANG\n329\n99\n94\n97\nA\n\n\nCallon Petroleum Co\nCPE\n281\n98\n85\n99\nA\n\n\nAtkore Inc\nATKR\n224\n99\n99\n97\nA\n\n\nEncore Wire Corp\nWIRE\n186\n99\n98\n95\nA\n\n\nMatson Inc\nMATX\n170\n99\n95\n91\nA\n\n\nEvercore Inc\nEVR\n151\n96\n96\n86\nA\n\n\nC A I International Inc\nCAI\n126\n98\n98\n91\nA\n\n\nVirtus Investment Ptnrs\nVRTS\n114\n99\n99\n93\nA\n\n\nMoelis & Company Cl A\nMC\n104\n96\n81\n92\nA\n\n\nBuilders Firstsource Inc\nBLDR\n100\n98\n99\n87\nA\n\n\nSkyline Champion Corp\nSKY\n100\n97\n99\n94\nA\n\n\nSilvergate Cap Corp Cl A\nSI\n97\n99\n99\n99\nA\n\n\nCrocs Inc\nCROX\n96\n99\n99\n97\nA\n\n\nPower Integrations Inc\nPOWI\n95\n98\n87\n88\nA\n\n\nN A P C O Security Tech\nNSSC\n92\n96\n92\n92\nA\n\n\nTaskus Inc Class A\nTASK\n88\n99\n98\n98\nA\n\n\nTechtarget Inc\nTTGT\n83\n99\n99\n87\nA\n\n\nHeadhunter Group Plc Ads\nHHR\n76\n99\n93\n95\nA\n\n\nEndava Plc Cl A Ads\nDAVA\n71\n99\n98\n96\nA\n\n\nMetrocity Bankshares Inc\nMCBS\n69\n95\n90\n90\nA\n\n\nAlphabet Inc Cl A\nGOOGL\n65\n99\n98\n91\nA","news_type":1,"symbols_score_info":{"FANG":0.9,"CPE":0.9,"GOOGL":0.9,"STLD":0.9,"TASK":0.9,"CROX":0.9}},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821441179,"gmtCreate":1633780107457,"gmtModify":1633780107563,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks!","listText":"Please like, thanks!","text":"Please like, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821441179","repostId":"2174920514","repostType":4,"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601667375,"gmtCreate":1638523686919,"gmtModify":1638523690134,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks","listText":"Please like, thanks","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601667375","repostId":"1154256555","repostType":4,"repost":{"id":"1154256555","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":1638523084,"share":"https://www.laohu8.com/m/news/1154256555?lang=zh_CN&edition=full","pubTime":"2021-12-03 17:18","market":"us","language":"en","title":"Novavax stock surged more than 7% in premarket trading<blockquote>Novavax股价在盘前交易中飙升逾7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154256555","media":"Tiger Newspress","summary":"Novavax stock surged more than 7% in premarket trading as Novavax said it could start making Omicron","content":"<p>Novavax stock surged more than 7% in premarket trading as Novavax said it could start making Omicron-specific vaccine in January.</p><p><blockquote>Novavax股价在盘前交易中飙升超过7%,Novavax表示可能会在1月份开始生产奥密克戎专用疫苗。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/25019bf4a8dc635b8734c21361f7c7d0\" tg-width=\"852\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Novavax Inc said on Thursday it could begin commercial manufacturing of a COVID-19 vaccine tailored for the Omicron coronavirus variant in January next year, while it tests whether or not its current vaccine works against the variant.</p><p><blockquote>Novavax Inc周四表示,可能会在明年1月开始商业生产针对奥密克戎冠状病毒变种量身定制的COVID-19疫苗,同时测试其目前的疫苗是否对该变种有效。</blockquote></p><p> Laboratory data expected in the coming weeks will show whether antibodies from individuals who have previously received Novavax's COVID-19 shot can neutralize the variant, according to the company.</p><p><blockquote>该公司表示,预计未来几周的实验室数据将显示之前接受过Novavax COVID-19注射的个人的抗体是否可以中和该变种。</blockquote></p><p> Novavax also said it has started developing an Omicron-specific spike protein antigen and will begin laboratory tests of a new vaccine to target the variant in a few weeks.</p><p><blockquote>Novavax还表示,它已经开始开发一种奥密克戎特异性刺突蛋白抗原,并将在几周内开始针对该变种的新疫苗的实验室测试。</blockquote></p><p> The Omicron coronavirus variant has shaken up markets and caused global alarm over concerns about whether it could evade protection provided by widely used vaccines and prolong the public health crisis.</p><p><blockquote>奥密克戎冠状病毒变种震动了市场,并引起了全球的恐慌,人们担心它是否会逃避广泛使用的疫苗提供的保护,并延长公共卫生危机。</blockquote></p><p> Other vaccine makers including Moderna and Pfizer have also begun working on Omicron-tailored COVID-19 shots.</p><p><blockquote>包括Moderna和辉瑞在内的其他疫苗制造商也开始研究奥密克戎定制的COVID-19疫苗。</blockquote></p><p> Novavax's COVID-19 vaccine received its first emergency use approval in Indonesia in early November followed by the Philippines.</p><p><blockquote>Novavax的COVID-19疫苗于11月初在印度尼西亚首次获得紧急使用批准,随后在菲律宾获得批准。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Novavax stock surged more than 7% in premarket trading<blockquote>Novavax股价在盘前交易中飙升逾7%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNovavax stock surged more than 7% in premarket trading<blockquote>Novavax股价在盘前交易中飙升逾7%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-03 17:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Novavax stock surged more than 7% in premarket trading as Novavax said it could start making Omicron-specific vaccine in January.</p><p><blockquote>Novavax股价在盘前交易中飙升超过7%,Novavax表示可能会在1月份开始生产奥密克戎专用疫苗。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/25019bf4a8dc635b8734c21361f7c7d0\" tg-width=\"852\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Novavax Inc said on Thursday it could begin commercial manufacturing of a COVID-19 vaccine tailored for the Omicron coronavirus variant in January next year, while it tests whether or not its current vaccine works against the variant.</p><p><blockquote>Novavax Inc周四表示,可能会在明年1月开始商业生产针对奥密克戎冠状病毒变种量身定制的COVID-19疫苗,同时测试其目前的疫苗是否对该变种有效。</blockquote></p><p> Laboratory data expected in the coming weeks will show whether antibodies from individuals who have previously received Novavax's COVID-19 shot can neutralize the variant, according to the company.</p><p><blockquote>该公司表示,预计未来几周的实验室数据将显示之前接受过Novavax COVID-19注射的个人的抗体是否可以中和该变种。</blockquote></p><p> Novavax also said it has started developing an Omicron-specific spike protein antigen and will begin laboratory tests of a new vaccine to target the variant in a few weeks.</p><p><blockquote>Novavax还表示,它已经开始开发一种奥密克戎特异性刺突蛋白抗原,并将在几周内开始针对该变种的新疫苗的实验室测试。</blockquote></p><p> The Omicron coronavirus variant has shaken up markets and caused global alarm over concerns about whether it could evade protection provided by widely used vaccines and prolong the public health crisis.</p><p><blockquote>奥密克戎冠状病毒变种震动了市场,并引起了全球的恐慌,人们担心它是否会逃避广泛使用的疫苗提供的保护,并延长公共卫生危机。</blockquote></p><p> Other vaccine makers including Moderna and Pfizer have also begun working on Omicron-tailored COVID-19 shots.</p><p><blockquote>包括Moderna和辉瑞在内的其他疫苗制造商也开始研究奥密克戎定制的COVID-19疫苗。</blockquote></p><p> Novavax's COVID-19 vaccine received its first emergency use approval in Indonesia in early November followed by the Philippines.</p><p><blockquote>Novavax的COVID-19疫苗于11月初在印度尼西亚首次获得紧急使用批准,随后在菲律宾获得批准。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154256555","content_text":"Novavax stock surged more than 7% in premarket trading as Novavax said it could start making Omicron-specific vaccine in January.\n\nNovavax Inc said on Thursday it could begin commercial manufacturing of a COVID-19 vaccine tailored for the Omicron coronavirus variant in January next year, while it tests whether or not its current vaccine works against the variant.\nLaboratory data expected in the coming weeks will show whether antibodies from individuals who have previously received Novavax's COVID-19 shot can neutralize the variant, according to the company.\nNovavax also said it has started developing an Omicron-specific spike protein antigen and will begin laboratory tests of a new vaccine to target the variant in a few weeks.\nThe Omicron coronavirus variant has shaken up markets and caused global alarm over concerns about whether it could evade protection provided by widely used vaccines and prolong the public health crisis.\nOther vaccine makers including Moderna and Pfizer have also begun working on Omicron-tailored COVID-19 shots.\nNovavax's COVID-19 vaccine received its first emergency use approval in Indonesia in early November followed by the Philippines.","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":3608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877285184,"gmtCreate":1637936240818,"gmtModify":1637936240989,"author":{"id":"4088005490387040","authorId":"4088005490387040","name":"KCmax","avatar":"https://static.tigerbbs.com/45501c3f0f17a005aaae037440a22212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088005490387040","idStr":"4088005490387040"},"themes":[],"htmlText":"Please like, thanks","listText":"Please like, thanks","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877285184","repostId":"1145084508","repostType":4,"repost":{"id":"1145084508","kind":"news","pubTimestamp":1637929067,"share":"https://www.laohu8.com/m/news/1145084508?lang=zh_CN&edition=full","pubTime":"2021-11-26 20:17","market":"us","language":"en","title":"Fear, Not Calculated Trading, Is Behind Today’s Covid Market Crash<blockquote>今天新冠市场崩盘的背后是恐惧,而不是经过计算的交易</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145084508","media":"Barrons","summary":"Gathering over Thanksgiving may have lulled many into feeling that the pandemic is over. Looking at ","content":"<p>Gathering over Thanksgiving may have lulled many into feeling that the pandemic is over. Looking at the stock market today will shatter that illusion.</p><p><blockquote>感恩节聚会可能会让许多人觉得疫情已经结束。看看今天的股市,这种幻想就会破灭。</blockquote></p><p> Concerns around a new, heavily-mutated variant of Covid-19 identified in South Africa have rocked investor confidence. Stocks are plunging around the world, oil prices are dropping, bond yields are sliding—even Bitcoin is feeling the heat. There is a broad reversion to frenzied, theme-based trading. Vaccine stocks and pandemic plays like Zoom are surging while airline stocks are falling.</p><p><blockquote>对在南非发现的一种新的、严重突变的Covid-19变种的担忧动摇了投资者的信心。全球股市暴跌,油价下跌,债券收益率下滑——就连比特币也感受到了压力。疯狂的、基于主题的交易普遍回归。疫苗股和Zoom等流行病股正在飙升,而航空股却在下跌。</blockquote></p><p> What we are seeing is fear and uncertainty. Sell first, ask questions later. And low trading volumes globally due to the Thanksgiving holiday is likely exacerbating volatility.</p><p><blockquote>我们看到的是恐惧和不确定性。先卖,后问问题。感恩节假期导致的全球交易量低迷可能会加剧波动。</blockquote></p><p> What we are not seeing is markets intelligently pricing in the impact of this new development. Scientific experts have yet to draw conclusions about the mutation, known for now as B.1.1.529, and there are less than 100 confirmed cases.</p><p><blockquote>我们没有看到市场对这一新发展的影响进行明智的定价。科学专家尚未对目前被称为B.1.1.529的突变得出结论,确诊病例不到100例。</blockquote></p><p> That’s not to say fear is misplaced. Early indications are that B.1.1.529 is significantly different from other variants, and, truly, the worst case scenario is that it’s more deadly, contagious, and vaccine-resistant than what we’ve already faced.</p><p><blockquote>这并不是说恐惧是错误的。早期迹象表明,B.1.1.529与其他变种有很大不同,事实上,最糟糕的情况是它比我们已经面临的更具致命性、传染性和疫苗耐药性。</blockquote></p><p> But we don’t know that yet. Similar market shockwaves caused by the Delta variant over the summer eventually subsided. Though it led to a surge in cases around the world, modern science was able to tackle it and move on. Hopefully the same can be said of this variant.</p><p><blockquote>但我们还不知道。夏季德尔塔变异毒株引发的类似市场冲击波最终平息。尽管它导致了世界各地病例的激增,但现代科学能够解决它并继续前进。希望这种变体也是如此。</blockquote></p><p> But for now investors will have to put up with heightened uncertainty—the markets’ worst enemy.</p><p><blockquote>但目前投资者将不得不忍受不确定性的加剧——这是市场最大的敌人。</blockquote></p><p></p>","source":"market_watch","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>Fear, Not Calculated Trading, Is Behind Today’s Covid Market Crash<blockquote>今天新冠市场崩盘的背后是恐惧,而不是经过计算的交易</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\">\nFear, Not Calculated Trading, Is Behind Today’s Covid Market Crash<blockquote>今天新冠市场崩盘的背后是恐惧,而不是经过计算的交易</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-26 20:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Gathering over Thanksgiving may have lulled many into feeling that the pandemic is over. Looking at the stock market today will shatter that illusion.</p><p><blockquote>感恩节聚会可能会让许多人觉得疫情已经结束。看看今天的股市,这种幻想就会破灭。</blockquote></p><p> Concerns around a new, heavily-mutated variant of Covid-19 identified in South Africa have rocked investor confidence. Stocks are plunging around the world, oil prices are dropping, bond yields are sliding—even Bitcoin is feeling the heat. There is a broad reversion to frenzied, theme-based trading. Vaccine stocks and pandemic plays like Zoom are surging while airline stocks are falling.</p><p><blockquote>对在南非发现的一种新的、严重突变的Covid-19变种的担忧动摇了投资者的信心。全球股市暴跌,油价下跌,债券收益率下滑——就连比特币也感受到了压力。疯狂的、基于主题的交易普遍回归。疫苗股和Zoom等流行病股正在飙升,而航空股却在下跌。</blockquote></p><p> What we are seeing is fear and uncertainty. Sell first, ask questions later. And low trading volumes globally due to the Thanksgiving holiday is likely exacerbating volatility.</p><p><blockquote>我们看到的是恐惧和不确定性。先卖,后问问题。感恩节假期导致的全球交易量低迷可能会加剧波动。</blockquote></p><p> What we are not seeing is markets intelligently pricing in the impact of this new development. Scientific experts have yet to draw conclusions about the mutation, known for now as B.1.1.529, and there are less than 100 confirmed cases.</p><p><blockquote>我们没有看到市场对这一新发展的影响进行明智的定价。科学专家尚未对目前被称为B.1.1.529的突变得出结论,确诊病例不到100例。</blockquote></p><p> That’s not to say fear is misplaced. Early indications are that B.1.1.529 is significantly different from other variants, and, truly, the worst case scenario is that it’s more deadly, contagious, and vaccine-resistant than what we’ve already faced.</p><p><blockquote>这并不是说恐惧是错误的。早期迹象表明,B.1.1.529与其他变种有很大不同,事实上,最糟糕的情况是它比我们已经面临的更具致命性、传染性和疫苗耐药性。</blockquote></p><p> But we don’t know that yet. Similar market shockwaves caused by the Delta variant over the summer eventually subsided. Though it led to a surge in cases around the world, modern science was able to tackle it and move on. Hopefully the same can be said of this variant.</p><p><blockquote>但我们还不知道。夏季德尔塔变异毒株引发的类似市场冲击波最终平息。尽管它导致了世界各地病例的激增,但现代科学能够解决它并继续前进。希望这种变体也是如此。</blockquote></p><p> But for now investors will have to put up with heightened uncertainty—the markets’ worst enemy.</p><p><blockquote>但目前投资者将不得不忍受不确定性的加剧——这是市场最大的敌人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/articles/things-to-know-today-51637926639?mod=newsviewer_click\">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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/articles/things-to-know-today-51637926639?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1145084508","content_text":"Gathering over Thanksgiving may have lulled many into feeling that the pandemic is over. Looking at the stock market today will shatter that illusion.\nConcerns around a new, heavily-mutated variant of Covid-19 identified in South Africa have rocked investor confidence. Stocks are plunging around the world, oil prices are dropping, bond yields are sliding—even Bitcoin is feeling the heat. There is a broad reversion to frenzied, theme-based trading. Vaccine stocks and pandemic plays like Zoom are surging while airline stocks are falling.\nWhat we are seeing is fear and uncertainty. Sell first, ask questions later. And low trading volumes globally due to the Thanksgiving holiday is likely exacerbating volatility.\nWhat we are not seeing is markets intelligently pricing in the impact of this new development. Scientific experts have yet to draw conclusions about the mutation, known for now as B.1.1.529, and there are less than 100 confirmed cases.\nThat’s not to say fear is misplaced. Early indications are that B.1.1.529 is significantly different from other variants, and, truly, the worst case scenario is that it’s more deadly, contagious, and vaccine-resistant than what we’ve already faced.\nBut we don’t know that yet. Similar market shockwaves caused by the Delta variant over the summer eventually subsided. Though it led to a surge in cases around the world, modern science was able to tackle it and move on. Hopefully the same can be said of this variant.\nBut for now investors will have to put up with heightened uncertainty—the markets’ worst enemy.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}