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for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691566078","repostId":"693311562","repostType":1,"repost":{"id":693311562,"gmtCreate":1639970041333,"gmtModify":1640009821088,"author":{"id":"3534312667271286","authorId":"3534312667271286","name":"程俊Dream","avatar":"https://static.tigerbbs.com/a751a4f333aa358f9ddfe4404800ee2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534312667271286","idStr":"3534312667271286"},"themes":[],"title":"市场risk-on 的好日子渐行渐远，黄金的短期行情可以关注","htmlText":"12月的美联储决议传出新变化，taper规模直接加倍，2022年加息中值预期上升至三次。同时，关于通胀方面给出了“木已成舟”的态度，并重新暗示了就业的重要性。本次决议过后，我们认为市场担忧的“政策意外”风险基本解除，虽然紧缩的趋势愈加明显，但充分沟通之下，货币政策本身不再会是市场的杀手锏。 在消息面上，taper规模从之前的150亿美元直接加码至300亿美元，明年3月份将完成“关水龙头”的操作。同时，本次决议美联储将加息节点明确在taper结束之后，因此首次加息的时间大概率将在明年二季度附近。市场同样关注的缩表，则没有给出明确的时间，但理论上一定在加息之后才会到来。明牌打出之后，2022年在货币政策方向上，我们建议重点留意缩表的消息和进展。毕竟从4.1万亿到8.7万亿之后，这个的影响还是十分巨大的。 （Fedwatch当前数据暗示明年4月加息概率接近7成） 市场反馈上，我们注意到，FOMC当天风险资产是出现反弹的，但周内随后走势上并未能守住涨势。这意味着虽然美联储的潜在利空已经解除，但属于risk-on的好日子可能已经远去，这也和之前的猜测一致。 另外一个比较有意思的方向则是美元和黄金。FOMC当晚黄金上行，美元下跌，这与2021年大部分时间两者的同向运行相悖。然而后续几个交易日中，黄金和美元重拾同步强势。我们认为，这说明避险资产再次得到了资金的关注。并且黄金美元继续正向运行的概率更大一些。后续可以持续关注这两者的步调如果一致往上走，那就是避险行情占主导。 对于当前市场，原油价格和美股指的关键水平是否会出现破位，尤为值得关注。其中油价的核心支撑依然位于65/66水平，周线/月线确认跌破将宣布下行趋势的到来；美股方面，标普在4500下方的低位同样意义显著，跌破后或将对4200进行测试。如果这两个风险资产的标杆都出现了往下走的行情，那么就要小心了。市场可能已经在酝酿其他的坏消息","listText":"12月的美联储决议传出新变化，taper规模直接加倍，2022年加息中值预期上升至三次。同时，关于通胀方面给出了“木已成舟”的态度，并重新暗示了就业的重要性。本次决议过后，我们认为市场担忧的“政策意外”风险基本解除，虽然紧缩的趋势愈加明显，但充分沟通之下，货币政策本身不再会是市场的杀手锏。 在消息面上，taper规模从之前的150亿美元直接加码至300亿美元，明年3月份将完成“关水龙头”的操作。同时，本次决议美联储将加息节点明确在taper结束之后，因此首次加息的时间大概率将在明年二季度附近。市场同样关注的缩表，则没有给出明确的时间，但理论上一定在加息之后才会到来。明牌打出之后，2022年在货币政策方向上，我们建议重点留意缩表的消息和进展。毕竟从4.1万亿到8.7万亿之后，这个的影响还是十分巨大的。 （Fedwatch当前数据暗示明年4月加息概率接近7成） 市场反馈上，我们注意到，FOMC当天风险资产是出现反弹的，但周内随后走势上并未能守住涨势。这意味着虽然美联储的潜在利空已经解除，但属于risk-on的好日子可能已经远去，这也和之前的猜测一致。 另外一个比较有意思的方向则是美元和黄金。FOMC当晚黄金上行，美元下跌，这与2021年大部分时间两者的同向运行相悖。然而后续几个交易日中，黄金和美元重拾同步强势。我们认为，这说明避险资产再次得到了资金的关注。并且黄金美元继续正向运行的概率更大一些。后续可以持续关注这两者的步调如果一致往上走，那就是避险行情占主导。 对于当前市场，原油价格和美股指的关键水平是否会出现破位，尤为值得关注。其中油价的核心支撑依然位于65/66水平，周线/月线确认跌破将宣布下行趋势的到来；美股方面，标普在4500下方的低位同样意义显著，跌破后或将对4200进行测试。如果这两个风险资产的标杆都出现了往下走的行情，那么就要小心了。市场可能已经在酝酿其他的坏消息","text":"12月的美联储决议传出新变化，taper规模直接加倍，2022年加息中值预期上升至三次。同时，关于通胀方面给出了“木已成舟”的态度，并重新暗示了就业的重要性。本次决议过后，我们认为市场担忧的“政策意外”风险基本解除，虽然紧缩的趋势愈加明显，但充分沟通之下，货币政策本身不再会是市场的杀手锏。 在消息面上，taper规模从之前的150亿美元直接加码至300亿美元，明年3月份将完成“关水龙头”的操作。同时，本次决议美联储将加息节点明确在taper结束之后，因此首次加息的时间大概率将在明年二季度附近。市场同样关注的缩表，则没有给出明确的时间，但理论上一定在加息之后才会到来。明牌打出之后，2022年在货币政策方向上，我们建议重点留意缩表的消息和进展。毕竟从4.1万亿到8.7万亿之后，这个的影响还是十分巨大的。 （Fedwatch当前数据暗示明年4月加息概率接近7成） 市场反馈上，我们注意到，FOMC当天风险资产是出现反弹的，但周内随后走势上并未能守住涨势。这意味着虽然美联储的潜在利空已经解除，但属于risk-on的好日子可能已经远去，这也和之前的猜测一致。 另外一个比较有意思的方向则是美元和黄金。FOMC当晚黄金上行，美元下跌，这与2021年大部分时间两者的同向运行相悖。然而后续几个交易日中，黄金和美元重拾同步强势。我们认为，这说明避险资产再次得到了资金的关注。并且黄金美元继续正向运行的概率更大一些。后续可以持续关注这两者的步调如果一致往上走，那就是避险行情占主导。 对于当前市场，原油价格和美股指的关键水平是否会出现破位，尤为值得关注。其中油价的核心支撑依然位于65/66水平，周线/月线确认跌破将宣布下行趋势的到来；美股方面，标普在4500下方的低位同样意义显著，跌破后或将对4200进行测试。如果这两个风险资产的标杆都出现了往下走的行情，那么就要小心了。市场可能已经在酝酿其他的坏消息","images":[{"img":"https://static.tigerbbs.com/cdfede70da98c28e51b00ccd2d14194d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/4e811ca6b5148a81414bd83c867f0163","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/0fdfa9da41cebec827d2082f690f0574","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693311562","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691586086,"gmtCreate":1640220834761,"gmtModify":1640220834906,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691586086","repostId":"693844687","repostType":1,"repost":{"id":693844687,"gmtCreate":1640007491965,"gmtModify":1640071786303,"author":{"id":"3574982782498607","authorId":"3574982782498607","name":"WYCKOFFPRO","avatar":"https://static.tigerbbs.com/e6df9a333ebef85a0ceac10611fda7c0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574982782498607","idStr":"3574982782498607"},"themes":[],"title":"Wyckoff Price Volume Analysis on S&P 500 - The Bar That Pointed to More Weakness Ahead","htmlText":"\n \n \n The market has been very volatile in both direction after the down move since Black Friday. I have explained in detail in the Sunday’s webinar since 5 Dec because Wyckoff phase A is still unfolding.I have also mentioned deterioration in the <a href=\"https://laohu8.com/TW/604279335\" target=\"_blank\">market breadth</a>, which is a red flag in the market several times. Just in case you are wondering why the stocks in your watchlist have a huge draw down yet the indices are still a few % away from all time high, you might want to check out the stocks that will make or break the indices where those 5 - <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> \n \n","listText":"The market has been very volatile in both direction after the down move since Black Friday. I have explained in detail in the Sunday’s webinar since 5 Dec because Wyckoff phase A is still unfolding.I have also mentioned deterioration in the <a href=\"https://laohu8.com/TW/604279335\" target=\"_blank\">market breadth</a>, which is a red flag in the market several times. Just in case you are wondering why the stocks in your watchlist have a huge draw down yet the indices are still a few % away from all time high, you might want to check out the stocks that will make or break the indices where those 5 - <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> ","text":"The market has been very volatile in both direction after the down move since Black Friday. I have explained in detail in the Sunday’s webinar since 5 Dec because Wyckoff phase A is still unfolding.I have also mentioned deterioration in the market breadth, which is a red flag in the market several times. Just in case you are wondering why the stocks in your watchlist have a huge draw down yet the indices are still a few % away from all time high, you might want to check out the stocks that will make or break the indices where those 5 - $苹果(AAPL)$ $微软(MSFT)$","images":[{"img":"https://static.tigerbbs.com/1ef75383ddf91d59ee0bad3df5530e4a","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693844687","isVote":1,"tweetType":2,"object":{"id":"a0fa6401230340c381ca81a2f59e11a2","tweetId":"693844687","videoUrl":"https://1254107296.vod2.myqcloud.com/3e467bc5vodtranssgp1254107296/39b6dc94387702293156394064/v.f30.mp4","poster":"https://static.tigerbbs.com/1ef75383ddf91d59ee0bad3df5530e4a"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699538988,"gmtCreate":1639834965552,"gmtModify":1639834965683,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Great article","listText":"Great article","text":"Great article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699538988","repostId":"699365355","repostType":1,"repost":{"id":699365355,"gmtCreate":1639750853136,"gmtModify":1639757003171,"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":"苹果一哥段永平再次sell put，年回报12%！","htmlText":"这张图你们好好琢磨一下，为什么三个大盘分化如此严重。每次四巫日三个大盘表现不尽相同，这次纳斯达克跌的比较多，可能本次到期期权大部分都是纳指成分股有关。 据统计， 共有名义价值4.3万亿美元的股票期权即将到期，相当于罗素3000指数市值的8%以上，其中包括了2.3万亿美元的标普500指数季度期权、3600亿美元标普500指数E-mini期货期权、2550亿美元的SPY期权和6700亿美元的单一股票期权。这将是史上规模最大的一次期权到期日。 我以为昨晚美股吃相可以好一点，顶多走个十字星，收盘跌这么多我也是没想到。之所以开盘平仓也只是省心，并不是多有预见性。 那么今天要怎么操作呢？就在我发愁的时候段永平老板又出现了。 昨天他卖出了9999手苹果put，2023年1月到期，行权价170，每手权利金19.45：<a href=\"https://laohu8.com/OPT/AAPL%2020230120%20170.0%20PUT\" target=\"_blank\">$AAPL 20230120 170.0 PUT$</a> 段老板的策略很容易理解，1年后<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 股价肯定不止$170，到期put价格归0，每手1945美元的权利金自然落袋囊中。 这个策略在当下也很高明，不考虑这两周的波动环境，直接赚1年后的钱。 然后你们再看看那句话：又有点put要到期了。大概率说明段永平去年已经做过这个策略了。 昨天<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 下面有人问段老板之前的sell put有没有挣钱，说明还是没有理解sell put。。。看来科普之路任重道远。","listText":"这张图你们好好琢磨一下，为什么三个大盘分化如此严重。每次四巫日三个大盘表现不尽相同，这次纳斯达克跌的比较多，可能本次到期期权大部分都是纳指成分股有关。 据统计， 共有名义价值4.3万亿美元的股票期权即将到期，相当于罗素3000指数市值的8%以上，其中包括了2.3万亿美元的标普500指数季度期权、3600亿美元标普500指数E-mini期货期权、2550亿美元的SPY期权和6700亿美元的单一股票期权。这将是史上规模最大的一次期权到期日。 我以为昨晚美股吃相可以好一点，顶多走个十字星，收盘跌这么多我也是没想到。之所以开盘平仓也只是省心，并不是多有预见性。 那么今天要怎么操作呢？就在我发愁的时候段永平老板又出现了。 昨天他卖出了9999手苹果put，2023年1月到期，行权价170，每手权利金19.45：<a href=\"https://laohu8.com/OPT/AAPL%2020230120%20170.0%20PUT\" target=\"_blank\">$AAPL 20230120 170.0 PUT$</a> 段老板的策略很容易理解，1年后<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 股价肯定不止$170，到期put价格归0，每手1945美元的权利金自然落袋囊中。 这个策略在当下也很高明，不考虑这两周的波动环境，直接赚1年后的钱。 然后你们再看看那句话：又有点put要到期了。大概率说明段永平去年已经做过这个策略了。 昨天<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 下面有人问段老板之前的sell put有没有挣钱，说明还是没有理解sell put。。。看来科普之路任重道远。","text":"这张图你们好好琢磨一下，为什么三个大盘分化如此严重。每次四巫日三个大盘表现不尽相同，这次纳斯达克跌的比较多，可能本次到期期权大部分都是纳指成分股有关。 据统计， 共有名义价值4.3万亿美元的股票期权即将到期，相当于罗素3000指数市值的8%以上，其中包括了2.3万亿美元的标普500指数季度期权、3600亿美元标普500指数E-mini期货期权、2550亿美元的SPY期权和6700亿美元的单一股票期权。这将是史上规模最大的一次期权到期日。 我以为昨晚美股吃相可以好一点，顶多走个十字星，收盘跌这么多我也是没想到。之所以开盘平仓也只是省心，并不是多有预见性。 那么今天要怎么操作呢？就在我发愁的时候段永平老板又出现了。 昨天他卖出了9999手苹果put，2023年1月到期，行权价170，每手权利金19.45：$AAPL 20230120 170.0 PUT$ 段老板的策略很容易理解，1年后$苹果(AAPL)$ 股价肯定不止$170，到期put价格归0，每手1945美元的权利金自然落袋囊中。 这个策略在当下也很高明，不考虑这两周的波动环境，直接赚1年后的钱。 然后你们再看看那句话：又有点put要到期了。大概率说明段永平去年已经做过这个策略了。 昨天$拼多多(PDD)$ 下面有人问段老板之前的sell put有没有挣钱，说明还是没有理解sell put。。。看来科普之路任重道远。","images":[{"img":"https://static.tigerbbs.com/6921fb90882bbc7bd56456c332c35845","width":"1506","height":"1282"},{"img":"https://static.tigerbbs.com/6459f1b0fe4787b25fd29e7dad3b3825","width":"1079","height":"1571"},{"img":"https://static.tigerbbs.com/a1572770e1711289477fe84bda5db50e","width":"1053","height":"384"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699365355","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606451833,"gmtCreate":1638922484222,"gmtModify":1638929209952,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"title":"DBS a good buy","htmlText":"I think DBS is a good buy below $30. What do you all think?","listText":"I think DBS is a good buy below $30. What do you all think?","text":"I think DBS is a good buy below $30. What do you all think?","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606451833","isVote":1,"tweetType":1,"viewCount":3805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609976663,"gmtCreate":1638235378238,"gmtModify":1638235445878,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[{"img":"https://static.tigerbbs.com/03a3050c350aece68a16eda1c4e8b357","width":"720","height":"888"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609976663","isVote":1,"tweetType":1,"viewCount":2176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609976084,"gmtCreate":1638235341855,"gmtModify":1638235442125,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609976084","repostId":"2187306590","repostType":2,"isVote":1,"tweetType":1,"viewCount":2498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811105983,"gmtCreate":1630294001342,"gmtModify":1704957966912,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Like. Thanks","listText":"Like. Thanks","text":"Like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811105983","repostId":"2163776380","repostType":4,"isVote":1,"tweetType":1,"viewCount":3197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813555472,"gmtCreate":1630218700596,"gmtModify":1704957190753,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813555472","repostId":"2162358024","repostType":4,"isVote":1,"tweetType":1,"viewCount":2557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813937751,"gmtCreate":1630119860673,"gmtModify":1704956252036,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813937751","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":1883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819139010,"gmtCreate":1630041748930,"gmtModify":1704955063625,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819139010","repostId":"2162847016","repostType":4,"isVote":1,"tweetType":1,"viewCount":2000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810127369,"gmtCreate":1629954673851,"gmtModify":1631890479757,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810127369","repostId":"1197778368","repostType":4,"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837196436,"gmtCreate":1629862086625,"gmtModify":1631890479773,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Tq","listText":"Tq","text":"Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837196436","repostId":"2162087564","repostType":4,"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834336570,"gmtCreate":1629771095090,"gmtModify":1631890479785,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"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":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834336570","repostId":"2161777891","repostType":4,"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832140208,"gmtCreate":1629600825104,"gmtModify":1631890479798,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Noted with thanks","listText":"Noted with thanks","text":"Noted with thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832140208","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更容易预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更容易预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">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":{"SNPS":"新思科技","ON":"安森美半导体","GOOG":"谷歌","TSM":"台积电","AAPL":"苹果","GOOGL":"谷歌A","ASML":"阿斯麦","SSNLF":"三星电子","NVDA":"英伟达","AMZN":"亚马逊","SOXX":"iShares费城交易所半导体ETF","CDNS":"铿腾电子","QCOM":"高通"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"CDNS":0.9,"SSNLF":0.9,"AMZN":0.9,"ON":0.9,"TSM":0.9,"AAPL":0.9,"ASML":0.9,"GOOG":0.9,"GOOGL":0.9,"SNPS":0.9,"NVDA":0.9,"QCOM":0.9,"SOXX":0.9}},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832017561,"gmtCreate":1629539877553,"gmtModify":1631890479812,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832017561","repostId":"1114812009","repostType":4,"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838716862,"gmtCreate":1629429093556,"gmtModify":1631890479830,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838716862","repostId":"2160915795","repostType":4,"isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831383242,"gmtCreate":1629288673686,"gmtModify":1633685967378,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Please like. Tq","listText":"Please like. Tq","text":"Please like. Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831383242","repostId":"1131876419","repostType":4,"repost":{"id":"1131876419","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":1629288195,"share":"https://www.laohu8.com/m/news/1131876419?lang=zh_CN&edition=full","pubTime":"2021-08-18 20:03","market":"us","language":"en","title":"Toplines Before US Market Opens Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131876419","media":"Tiger Newspress","summary":"US equity futures and global markets were flat in listless trading as investors assessed the outlook","content":"<p>US equity futures and global markets were flat in listless trading as investors assessed the outlook for economic recovery and awaited the latest Federal Reserve minutes to gauge the direction of monetary policy while tracking the latest covid lockdown in New Zealand and on edge ahead of possible turbulence in Friday's OpEx. </p><p><blockquote>美国股指期货和全球市场在无精打采的交易中持平，投资者评估经济复苏前景，等待最新的美联储会议纪要来衡量货币政策的方向，同时跟踪新西兰最新的新冠疫情封锁，并在周五的运营支出可能出现动荡之前感到紧张。</blockquote></p><p> Overnight the MSCI Asia Pacific Index added 0.4% while Japan’s Topix index closed 0.4% higher. In Europe the Stoxx 600 Index was broadly unchanged. S&P 500 futures pointed to a small move lower at the open, the 10-year Treasury yield was at 1.277%, oil rose and gold moved higher, while cryptos rebounded from a late Tuesday selloff.</p><p><blockquote>隔夜，MSCI亚太指数上涨0.4%，日本东证指数收盘上涨0.4%。在欧洲，斯托克600指数基本没有变化。标普500期货开盘小幅走低，10年期国债收益率为1.277%，油价上涨，黄金走高，而加密货币从周二晚间的抛售中反弹。</blockquote></p><p> At 7:55 a.m. ET, Dow E-minis were down 64 points, or 0.18%, S&P 500 E-minis were down 4 points, or 0.09% and Nasdaq 100 E-minis were up 8 points, or 0.05%.</p><p><blockquote>截至美国东部时间上午7:55，道琼斯指数下跌64点，跌幅0.18%，标普500指数下跌4点，跌幅0.09%，纳斯达克100指数上涨8点，跌幅0.05%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b8765de5383459e16baef1249617b5b\" tg-width=\"1125\" tg-height=\"413\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <h3><b>Stocks making the biggest moves in the premarket:</b></h3> 1. <b><a href=\"https://laohu8.com/S/LOW\">Lowe's</a></b> – The home improvement retailer reported an adjusted quarterly profit of $4.25 per share, beating the consensus estimate of $4.01. Revenue beat forecasts, and the same-store sales decline of 1.6% was less than the 2.2% decline predicted by analysts. Lowe’s also raised its full-year financial outlook, as spending by builders and professionals rose. Lowe’s rallied 4.60% in the premarket.</p><p><blockquote><h3><b>盘前涨幅最大的股票：</b></h3>1. <b><a href=\"https://laohu8.com/S/LOW\">劳氏</a></b>-这家家居装修零售商报告调整后季度利润为每股4.25美元，超出市场普遍预期的4.01美元。营收超出预期，同店销售下滑1.6%小于分析师预测的2.2%降幅。由于建筑商和专业人士的支出增加，劳氏还上调了全年财务前景。劳氏(Lowe's)盘前上涨4.60%。</blockquote></p><p> 2. <b><a href=\"https://laohu8.com/S/TGT\">Target</a> </b>– The retailer beat estimates by 15 cents with adjusted quarterly earnings of $3.64 per share, and revenue slightly above analyst forecasts. Comparable store sales rose 8.9%, slightly above the 8.8% consensus estimate. Target shares added 2.42% in premarket trading.</p><p><blockquote>2. <b><a href=\"https://laohu8.com/S/TGT\">目标</a></b>-该零售商调整后季度收益为每股3.64美元，超出预期15美分，收入略高于分析师预期。同店销售额增长8.9%，略高于市场普遍预期的8.8%。塔吉特股价在盘前交易中上涨2.42%。</blockquote></p><p> 3. <b><a href=\"https://laohu8.com/S/DNUT\">Krispy Kreme, Inc.</a></b> – The doughnut chain fell a penny shy of Street forecasts with an adjusted quarterly profit of 13 cents per share, though revenue did beat estimates. Krispy Kreme also gave a better-than-expected revenue forecast, based on projected strength from online ordering and new menu items. The stock added 2.9% in premarket action.</p><p><blockquote>3. <b><a href=\"https://laohu8.com/S/DNUT\">克里斯皮·克雷姆公司。</a></b>–这家甜甜圈连锁店调整后季度利润为每股13美分，比华尔街预测低一美分，尽管收入确实超出了预期。基于在线订购和新菜单项的预计实力，Krispy Kreme还给出了好于预期的收入预测。该股在盘前上涨2.9%。</blockquote></p><p> 4. <b><a href=\"https://laohu8.com/S/ALC\">Alcon Inc.</a></b> – The maker of eyecare and surgical products surged 9.89% in the premarket, after reporting better-than-expected quarterly results and raising its full-year guidance. The quarter marked the debut of Alcon’s Vivity intraocular contact lens, which analysts say will help drive sales growth.</p><p><blockquote>4. <b><a href=\"https://laohu8.com/S/ALC\">爱尔康公司。</a></b>-这家眼部护理和手术产品制造商在公布好于预期的季度业绩并上调全年指引后，盘前股价飙升9.89%。本季度标志着爱尔康Vivity眼内隐形眼镜的首次亮相，分析师称这将有助于推动销售增长。</blockquote></p><p> 5. <b><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a></b>, <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> </b>– Moderna rose 1.74% in premarket trading while BioNTech gained 1.38%, ahead of an expected announcement by the White House calling for a booster shot for Americans already fully vaccinated against Covid-19.</p><p><blockquote>5. <b><a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a></b>, <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b>-Moderna在盘前交易中上涨1.74%，BioNTech上涨1.38%，此前白宫预计将宣布为已经完全接种Covid-19疫苗的美国人接种加强针。</blockquote></p><p> 6. <b><a href=\"https://laohu8.com/S/TMUS\">T-Mobile US</a></b> – Following an investigation, the wireless carrier now says the personal information of about 7.8 million customers was compromised in a recent data breach. That included dates of birth, social security numbers and driver’s license information, although no financial information was stolen.</p><p><blockquote>6. <b><a href=\"https://laohu8.com/S/TMUS\">T-Mobile美国</a></b>-经过调查，该无线运营商现在表示，大约780万客户的个人信息在最近的数据泄露中遭到泄露。其中包括出生日期、社会安全号码和驾照信息，尽管没有财务信息被盗。</blockquote></p><p> 7. <b><a href=\"https://laohu8.com/S/VIAC\">Viacom CBS</a> </b>– Shares of the media giant gained 2.77% in premarket action after Wells Fargo Securities upgraded the stock to “overweight” from “equal weight”. Wells Fargo said ViacomCBS is one of the players poised to benefit from industry consolidation and it is also impressed by the upcoming programming slate for the company’s Paramount+ streaming service.</p><p><blockquote>7. <b><a href=\"https://laohu8.com/S/VIAC\">维亚康姆CBS</a></b>-富国银行证券将该股评级从“同等权重”上调至“跑赢大盘”后，该媒体巨头的股价在盘前上涨2.77%。富国银行表示，维亚康姆哥伦比亚广播公司是有望从行业整合中受益的参与者之一，该公司派拉蒙+流媒体服务即将推出的节目也给该公司留下了深刻的印象。</blockquote></p><p> 8. <b><a href=\"https://laohu8.com/S/BB\">BlackBerry</a></b> – The communications software maker said it released software patches to fix an issue with older versions of its QNX operating system and has notified all customers. U.S. officials had said earlier yesterday that the software flaw could put cars and medical equipment at risk. BlackBerry shares gained 1.34% in the premarket.</p><p><blockquote>8.<b><a href=\"https://laohu8.com/S/BB\">黑莓</a></b>-这家通信软件制造商表示，它发布了软件补丁来修复旧版本QNX操作系统的问题，并已通知所有客户。美国官员昨天早些时候曾表示，该软件缺陷可能会使汽车和医疗设备面临风险。黑莓股价盘前上涨1.34%。</blockquote></p><p> 9. <b><a href=\"https://laohu8.com/S/TLRY\">Tilray Inc.</a></b> – The Canada-based cannabis producer’s shares surged 9.22% in premarket trading, after striking a deal to buy $166 million in convertible debt of U.S. producer MedMen Enterprises. Canadian producers cannot yet directly own a U.S.-based marijuana business, but Tilray could be poised to benefit from the deal if and when U.S. laws change.</p><p><blockquote>9. <b><a href=\"https://laohu8.com/S/TLRY\">蒂尔雷公司。</a></b>-这家总部位于加拿大的大麻生产商在达成购买美国生产商MedMen Enterprises 1.66亿美元可转换债务的协议后，其股价在盘前交易中飙升9.22%。加拿大生产商还不能直接拥有美国的大麻业务，但如果美国法律发生变化，Tilray可能会从这笔交易中受益。</blockquote></p><p> 10. <b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies</b> – Agilent gained 2.39% in the premarket after the life sciences company beat top and bottom-line estimates for its latest quarter and raised its full-year forecast. Agilent said its metrics were upbeat across all its units and added that its non-Covid diagnostics business has recovered beyond pre-pandemic levels.</p><p><blockquote>10. <b><a href=\"https://laohu8.com/S/A\">安捷伦</a>技术</b>-安捷伦在盘前上涨2.39%，此前这家生命科学公司超出了最新季度的营收和利润预期，并上调了全年预期。安捷伦表示，其所有部门的指标都很乐观，并补充说，其非新冠诊断业务已恢复到大流行前的水平。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Opens Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nToplines Before US Market Opens Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-18 20:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>US equity futures and global markets were flat in listless trading as investors assessed the outlook for economic recovery and awaited the latest Federal Reserve minutes to gauge the direction of monetary policy while tracking the latest covid lockdown in New Zealand and on edge ahead of possible turbulence in Friday's OpEx. </p><p><blockquote>美国股指期货和全球市场在无精打采的交易中持平，投资者评估经济复苏前景，等待最新的美联储会议纪要来衡量货币政策的方向，同时跟踪新西兰最新的新冠疫情封锁，并在周五的运营支出可能出现动荡之前感到紧张。</blockquote></p><p> Overnight the MSCI Asia Pacific Index added 0.4% while Japan’s Topix index closed 0.4% higher. In Europe the Stoxx 600 Index was broadly unchanged. S&P 500 futures pointed to a small move lower at the open, the 10-year Treasury yield was at 1.277%, oil rose and gold moved higher, while cryptos rebounded from a late Tuesday selloff.</p><p><blockquote>隔夜，MSCI亚太指数上涨0.4%，日本东证指数收盘上涨0.4%。在欧洲，斯托克600指数基本没有变化。标普500期货开盘小幅走低，10年期国债收益率为1.277%，油价上涨，黄金走高，而加密货币从周二晚间的抛售中反弹。</blockquote></p><p> At 7:55 a.m. ET, Dow E-minis were down 64 points, or 0.18%, S&P 500 E-minis were down 4 points, or 0.09% and Nasdaq 100 E-minis were up 8 points, or 0.05%.</p><p><blockquote>截至美国东部时间上午7:55，道琼斯指数下跌64点，跌幅0.18%，标普500指数下跌4点，跌幅0.09%，纳斯达克100指数上涨8点，跌幅0.05%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b8765de5383459e16baef1249617b5b\" tg-width=\"1125\" tg-height=\"413\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <h3><b>Stocks making the biggest moves in the premarket:</b></h3> 1. <b><a href=\"https://laohu8.com/S/LOW\">Lowe's</a></b> – The home improvement retailer reported an adjusted quarterly profit of $4.25 per share, beating the consensus estimate of $4.01. Revenue beat forecasts, and the same-store sales decline of 1.6% was less than the 2.2% decline predicted by analysts. Lowe’s also raised its full-year financial outlook, as spending by builders and professionals rose. Lowe’s rallied 4.60% in the premarket.</p><p><blockquote><h3><b>盘前涨幅最大的股票：</b></h3>1. <b><a href=\"https://laohu8.com/S/LOW\">劳氏</a></b>-这家家居装修零售商报告调整后季度利润为每股4.25美元，超出市场普遍预期的4.01美元。营收超出预期，同店销售下滑1.6%小于分析师预测的2.2%降幅。由于建筑商和专业人士的支出增加，劳氏还上调了全年财务前景。劳氏(Lowe's)盘前上涨4.60%。</blockquote></p><p> 2. <b><a href=\"https://laohu8.com/S/TGT\">Target</a> </b>– The retailer beat estimates by 15 cents with adjusted quarterly earnings of $3.64 per share, and revenue slightly above analyst forecasts. Comparable store sales rose 8.9%, slightly above the 8.8% consensus estimate. Target shares added 2.42% in premarket trading.</p><p><blockquote>2. <b><a href=\"https://laohu8.com/S/TGT\">目标</a></b>-该零售商调整后季度收益为每股3.64美元，超出预期15美分，收入略高于分析师预期。同店销售额增长8.9%，略高于市场普遍预期的8.8%。塔吉特股价在盘前交易中上涨2.42%。</blockquote></p><p> 3. <b><a href=\"https://laohu8.com/S/DNUT\">Krispy Kreme, Inc.</a></b> – The doughnut chain fell a penny shy of Street forecasts with an adjusted quarterly profit of 13 cents per share, though revenue did beat estimates. Krispy Kreme also gave a better-than-expected revenue forecast, based on projected strength from online ordering and new menu items. The stock added 2.9% in premarket action.</p><p><blockquote>3. <b><a href=\"https://laohu8.com/S/DNUT\">克里斯皮·克雷姆公司。</a></b>–这家甜甜圈连锁店调整后季度利润为每股13美分，比华尔街预测低一美分，尽管收入确实超出了预期。基于在线订购和新菜单项的预计实力，Krispy Kreme还给出了好于预期的收入预测。该股在盘前上涨2.9%。</blockquote></p><p> 4. <b><a href=\"https://laohu8.com/S/ALC\">Alcon Inc.</a></b> – The maker of eyecare and surgical products surged 9.89% in the premarket, after reporting better-than-expected quarterly results and raising its full-year guidance. The quarter marked the debut of Alcon’s Vivity intraocular contact lens, which analysts say will help drive sales growth.</p><p><blockquote>4. <b><a href=\"https://laohu8.com/S/ALC\">爱尔康公司。</a></b>-这家眼部护理和手术产品制造商在公布好于预期的季度业绩并上调全年指引后，盘前股价飙升9.89%。本季度标志着爱尔康Vivity眼内隐形眼镜的首次亮相，分析师称这将有助于推动销售增长。</blockquote></p><p> 5. <b><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a></b>, <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> </b>– Moderna rose 1.74% in premarket trading while BioNTech gained 1.38%, ahead of an expected announcement by the White House calling for a booster shot for Americans already fully vaccinated against Covid-19.</p><p><blockquote>5. <b><a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a></b>, <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b>-Moderna在盘前交易中上涨1.74%，BioNTech上涨1.38%，此前白宫预计将宣布为已经完全接种Covid-19疫苗的美国人接种加强针。</blockquote></p><p> 6. <b><a href=\"https://laohu8.com/S/TMUS\">T-Mobile US</a></b> – Following an investigation, the wireless carrier now says the personal information of about 7.8 million customers was compromised in a recent data breach. That included dates of birth, social security numbers and driver’s license information, although no financial information was stolen.</p><p><blockquote>6. <b><a href=\"https://laohu8.com/S/TMUS\">T-Mobile美国</a></b>-经过调查，该无线运营商现在表示，大约780万客户的个人信息在最近的数据泄露中遭到泄露。其中包括出生日期、社会安全号码和驾照信息，尽管没有财务信息被盗。</blockquote></p><p> 7. <b><a href=\"https://laohu8.com/S/VIAC\">Viacom CBS</a> </b>– Shares of the media giant gained 2.77% in premarket action after Wells Fargo Securities upgraded the stock to “overweight” from “equal weight”. Wells Fargo said ViacomCBS is one of the players poised to benefit from industry consolidation and it is also impressed by the upcoming programming slate for the company’s Paramount+ streaming service.</p><p><blockquote>7. <b><a href=\"https://laohu8.com/S/VIAC\">维亚康姆CBS</a></b>-富国银行证券将该股评级从“同等权重”上调至“跑赢大盘”后，该媒体巨头的股价在盘前上涨2.77%。富国银行表示，维亚康姆哥伦比亚广播公司是有望从行业整合中受益的参与者之一，该公司派拉蒙+流媒体服务即将推出的节目也给该公司留下了深刻的印象。</blockquote></p><p> 8. <b><a href=\"https://laohu8.com/S/BB\">BlackBerry</a></b> – The communications software maker said it released software patches to fix an issue with older versions of its QNX operating system and has notified all customers. U.S. officials had said earlier yesterday that the software flaw could put cars and medical equipment at risk. BlackBerry shares gained 1.34% in the premarket.</p><p><blockquote>8.<b><a href=\"https://laohu8.com/S/BB\">黑莓</a></b>-这家通信软件制造商表示，它发布了软件补丁来修复旧版本QNX操作系统的问题，并已通知所有客户。美国官员昨天早些时候曾表示，该软件缺陷可能会使汽车和医疗设备面临风险。黑莓股价盘前上涨1.34%。</blockquote></p><p> 9. <b><a href=\"https://laohu8.com/S/TLRY\">Tilray Inc.</a></b> – The Canada-based cannabis producer’s shares surged 9.22% in premarket trading, after striking a deal to buy $166 million in convertible debt of U.S. producer MedMen Enterprises. Canadian producers cannot yet directly own a U.S.-based marijuana business, but Tilray could be poised to benefit from the deal if and when U.S. laws change.</p><p><blockquote>9. <b><a href=\"https://laohu8.com/S/TLRY\">蒂尔雷公司。</a></b>-这家总部位于加拿大的大麻生产商在达成购买美国生产商MedMen Enterprises 1.66亿美元可转换债务的协议后，其股价在盘前交易中飙升9.22%。加拿大生产商还不能直接拥有美国的大麻业务，但如果美国法律发生变化，Tilray可能会从这笔交易中受益。</blockquote></p><p> 10. <b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies</b> – Agilent gained 2.39% in the premarket after the life sciences company beat top and bottom-line estimates for its latest quarter and raised its full-year forecast. Agilent said its metrics were upbeat across all its units and added that its non-Covid diagnostics business has recovered beyond pre-pandemic levels.</p><p><blockquote>10. <b><a href=\"https://laohu8.com/S/A\">安捷伦</a>技术</b>-安捷伦在盘前上涨2.39%，此前这家生命科学公司超出了最新季度的营收和利润预期，并上调了全年预期。安捷伦表示，其所有部门的指标都很乐观，并补充说，其非新冠诊断业务已恢复到大流行前的水平。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LOW":"劳氏","BB":"黑莓","TGT":"塔吉特","MRNA":"Moderna, Inc.","TLRY":"Tilray Inc.","A":"安捷伦科技","BNTX":"BioNTech SE"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131876419","content_text":"US equity futures and global markets were flat in listless trading as investors assessed the outlook for economic recovery and awaited the latest Federal Reserve minutes to gauge the direction of monetary policy while tracking the latest covid lockdown in New Zealand and on edge ahead of possible turbulence in Friday's OpEx. \nOvernight the MSCI Asia Pacific Index added 0.4% while Japan’s Topix index closed 0.4% higher. In Europe the Stoxx 600 Index was broadly unchanged. S&P 500 futures pointed to a small move lower at the open, the 10-year Treasury yield was at 1.277%, oil rose and gold moved higher, while cryptos rebounded from a late Tuesday selloff.\nAt 7:55 a.m. ET, Dow E-minis were down 64 points, or 0.18%, S&P 500 E-minis were down 4 points, or 0.09% and Nasdaq 100 E-minis were up 8 points, or 0.05%.\n\nStocks making the biggest moves in the premarket:\n1. Lowe's – The home improvement retailer reported an adjusted quarterly profit of $4.25 per share, beating the consensus estimate of $4.01. Revenue beat forecasts, and the same-store sales decline of 1.6% was less than the 2.2% decline predicted by analysts. Lowe’s also raised its full-year financial outlook, as spending by builders and professionals rose. Lowe’s rallied 4.60% in the premarket.\n2. Target – The retailer beat estimates by 15 cents with adjusted quarterly earnings of $3.64 per share, and revenue slightly above analyst forecasts. Comparable store sales rose 8.9%, slightly above the 8.8% consensus estimate. Target shares added 2.42% in premarket trading.\n3. Krispy Kreme, Inc. – The doughnut chain fell a penny shy of Street forecasts with an adjusted quarterly profit of 13 cents per share, though revenue did beat estimates. Krispy Kreme also gave a better-than-expected revenue forecast, based on projected strength from online ordering and new menu items. The stock added 2.9% in premarket action.\n4. Alcon Inc. – The maker of eyecare and surgical products surged 9.89% in the premarket, after reporting better-than-expected quarterly results and raising its full-year guidance. The quarter marked the debut of Alcon’s Vivity intraocular contact lens, which analysts say will help drive sales growth.\n5. Moderna, Inc., BioNTech SE – Moderna rose 1.74% in premarket trading while BioNTech gained 1.38%, ahead of an expected announcement by the White House calling for a booster shot for Americans already fully vaccinated against Covid-19.\n6. T-Mobile US – Following an investigation, the wireless carrier now says the personal information of about 7.8 million customers was compromised in a recent data breach. That included dates of birth, social security numbers and driver’s license information, although no financial information was stolen.\n7. Viacom CBS – Shares of the media giant gained 2.77% in premarket action after Wells Fargo Securities upgraded the stock to “overweight” from “equal weight”. Wells Fargo said ViacomCBS is one of the players poised to benefit from industry consolidation and it is also impressed by the upcoming programming slate for the company’s Paramount+ streaming service.\n8. BlackBerry – The communications software maker said it released software patches to fix an issue with older versions of its QNX operating system and has notified all customers. U.S. officials had said earlier yesterday that the software flaw could put cars and medical equipment at risk. BlackBerry shares gained 1.34% in the premarket.\n9. Tilray Inc. – The Canada-based cannabis producer’s shares surged 9.22% in premarket trading, after striking a deal to buy $166 million in convertible debt of U.S. producer MedMen Enterprises. Canadian producers cannot yet directly own a U.S.-based marijuana business, but Tilray could be poised to benefit from the deal if and when U.S. laws change.\n10. Agilent Technologies – Agilent gained 2.39% in the premarket after the life sciences company beat top and bottom-line estimates for its latest quarter and raised its full-year forecast. Agilent said its metrics were upbeat across all its units and added that its non-Covid diagnostics business has recovered beyond pre-pandemic levels.","news_type":1,"symbols_score_info":{"BNTX":0.9,"MRNA":0.9,"TLRY":0.9,"BB":0.9,"VIAC":0.9,"LOW":0.9,"TGT":0.9,"A":0.9}},"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839327357,"gmtCreate":1629123262679,"gmtModify":1633687227701,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839327357","repostId":"2159248377","repostType":4,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830090222,"gmtCreate":1628991853966,"gmtModify":1633688153675,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830090222","repostId":"1183084208","repostType":4,"repost":{"id":"1183084208","kind":"news","pubTimestamp":1628990015,"share":"https://www.laohu8.com/m/news/1183084208?lang=zh_CN&edition=full","pubTime":"2021-08-15 09:13","market":"us","language":"en","title":"Home Depot and Lowe’s Will Report Earnings Soon. What Could Lift the Stocks.<blockquote>家得宝和劳氏将很快公布收益。什么可以提振股市。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183084208","media":"Barrons","summary":"Home Depot and Lowe’s will report their second-quarter earnings on Tuesday and Wednesday, respective","content":"<p>Home Depot and Lowe’s will report their second-quarter earnings on Tuesday and Wednesday, respectively, a chance for the home-improvement retailers to extend their year-to-date gains amid a robust housing market.</p><p><blockquote>家得宝(Home Depot)和劳氏(Lowe's)将分别于周二和周三公布第二季度收益，这是家装零售商在房地产市场强劲的情况下扩大今年迄今涨幅的机会。</blockquote></p><p> The pandemic has been a boon for the industry, as Americans spend more on new houses and home improvements, and the stocks have moved from strength to strength. Although investors have gotten used to big beats from the companies given the white-hot housing market, comments from management about continuing strength would likely bolster the stocks.</p><p><blockquote>疫情对该行业来说是一个福音，因为美国人在新房和家居装修上的支出更多，而且股市也不断走强。尽管鉴于房地产市场白热化，投资者已经习惯了这些公司的大幅上涨，但管理层关于持续走强的评论可能会提振股市。</blockquote></p><p> Home Depot (HD) is up 25% year to date, and more than 18% in the past 12 months. Lowe’s has risen more than 18% in 2021 and 23% in the past year.<i>Barron’s</i> named Lowe’s Marvin Ellison to its Best CEOs list earlier this summer. The stock is up a market-beating 24% since we recommended it in March.</p><p><blockquote>家得宝(HD)今年迄今上涨了25%，过去12个月上涨了18%以上。Lowe's在2021年上涨了18%以上，在过去一年上涨了23%。<i>巴伦周刊</i>今年夏天早些时候，劳氏(Lowe's)将马文·埃里森(Marvin Ellison)评为最佳首席执行官名单。自我们3月份推荐该股以来，该股已上涨24%，跑赢大盘。</blockquote></p><p> Both companies delivered better-than-expected first-quarter results in May, although Home Depot shares got a boost while Lowe’s stock slipped.</p><p><blockquote>两家公司在5月份公布了好于预期的第一季度业绩，尽管家得宝(Home Depot)股价上涨，而劳氏(Lowe's)股价下跌。</blockquote></p><p> For the second quarter, analysts expect Home Depot to earn $4.43 a share from revenue of $40.57 billion, up from earnings of $3.86 a share in the prior quarter and $4.02 in the year-earlier period. For Lowe’s, the consensus calls for EPS of $4 and revenue of $26.79 billion, up from EPS of $3.21 in the previous quarter and $3.75 a year earlier.</p><p><blockquote>分析师预计家得宝第二季度每股收益为4.43美元，营收为405.7亿美元，高于上一季度的每股收益3.86美元和去年同期的每股收益4.02美元。劳氏(Lowe's)的普遍评级为每股收益4美元，营收为267.9亿美元，高于上一季度的每股收益3.21美元和去年同期的3.75美元。</blockquote></p><p> The Street is upbeat about the home-improvement retailers in general. More than two-thirds of the 34 analysts tracked by FactSet who cover Home Depot rate it at Buy or the equivalent, while 29% are sidelined. There is one Sell rating.</p><p><blockquote>华尔街对家装零售商总体持乐观态度。FactSet追踪的34名研究家得宝的分析师中，超过三分之二的分析师将其评级为买入或同等评级，而29%的分析师则持观望态度。有一个卖出评级。</blockquote></p><p> Lowe’s is even more popular, with 79% of 33 analyst bullish, 18% rating it at Hold, and a single bearish call.</p><p><blockquote>劳氏(Lowe's)更受欢迎，33名分析师中有79%看好，18%评级为持有，只有一位看涨期权看跌。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Home Depot and Lowe’s Will Report Earnings Soon. What Could Lift the Stocks.<blockquote>家得宝和劳氏将很快公布收益。什么可以提振股市。</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\">\nHome Depot and Lowe’s Will Report Earnings Soon. What Could Lift the Stocks.<blockquote>家得宝和劳氏将很快公布收益。什么可以提振股市。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-15 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Home Depot and Lowe’s will report their second-quarter earnings on Tuesday and Wednesday, respectively, a chance for the home-improvement retailers to extend their year-to-date gains amid a robust housing market.</p><p><blockquote>家得宝(Home Depot)和劳氏(Lowe's)将分别于周二和周三公布第二季度收益，这是家装零售商在房地产市场强劲的情况下扩大今年迄今涨幅的机会。</blockquote></p><p> The pandemic has been a boon for the industry, as Americans spend more on new houses and home improvements, and the stocks have moved from strength to strength. Although investors have gotten used to big beats from the companies given the white-hot housing market, comments from management about continuing strength would likely bolster the stocks.</p><p><blockquote>疫情对该行业来说是一个福音，因为美国人在新房和家居装修上的支出更多，而且股市也不断走强。尽管鉴于房地产市场白热化，投资者已经习惯了这些公司的大幅上涨，但管理层关于持续走强的评论可能会提振股市。</blockquote></p><p> Home Depot (HD) is up 25% year to date, and more than 18% in the past 12 months. Lowe’s has risen more than 18% in 2021 and 23% in the past year.<i>Barron’s</i> named Lowe’s Marvin Ellison to its Best CEOs list earlier this summer. The stock is up a market-beating 24% since we recommended it in March.</p><p><blockquote>家得宝(HD)今年迄今上涨了25%，过去12个月上涨了18%以上。Lowe's在2021年上涨了18%以上，在过去一年上涨了23%。<i>巴伦周刊</i>今年夏天早些时候，劳氏(Lowe's)将马文·埃里森(Marvin Ellison)评为最佳首席执行官名单。自我们3月份推荐该股以来，该股已上涨24%，跑赢大盘。</blockquote></p><p> Both companies delivered better-than-expected first-quarter results in May, although Home Depot shares got a boost while Lowe’s stock slipped.</p><p><blockquote>两家公司在5月份公布了好于预期的第一季度业绩，尽管家得宝(Home Depot)股价上涨，而劳氏(Lowe's)股价下跌。</blockquote></p><p> For the second quarter, analysts expect Home Depot to earn $4.43 a share from revenue of $40.57 billion, up from earnings of $3.86 a share in the prior quarter and $4.02 in the year-earlier period. For Lowe’s, the consensus calls for EPS of $4 and revenue of $26.79 billion, up from EPS of $3.21 in the previous quarter and $3.75 a year earlier.</p><p><blockquote>分析师预计家得宝第二季度每股收益为4.43美元，营收为405.7亿美元，高于上一季度的每股收益3.86美元和去年同期的每股收益4.02美元。劳氏(Lowe's)的普遍评级为每股收益4美元，营收为267.9亿美元，高于上一季度的每股收益3.21美元和去年同期的3.75美元。</blockquote></p><p> The Street is upbeat about the home-improvement retailers in general. More than two-thirds of the 34 analysts tracked by FactSet who cover Home Depot rate it at Buy or the equivalent, while 29% are sidelined. There is one Sell rating.</p><p><blockquote>华尔街对家装零售商总体持乐观态度。FactSet追踪的34名研究家得宝的分析师中，超过三分之二的分析师将其评级为买入或同等评级，而29%的分析师则持观望态度。有一个卖出评级。</blockquote></p><p> Lowe’s is even more popular, with 79% of 33 analyst bullish, 18% rating it at Hold, and a single bearish call.</p><p><blockquote>劳氏(Lowe's)更受欢迎，33名分析师中有79%看好，18%评级为持有，只有一位看涨期权看跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/southwest-delta-coronavirus-covid-earnings-51628708280\">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":{"HD":"家得宝","LOW":"劳氏"},"source_url":"https://www.barrons.com/articles/southwest-delta-coronavirus-covid-earnings-51628708280","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183084208","content_text":"Home Depot and Lowe’s will report their second-quarter earnings on Tuesday and Wednesday, respectively, a chance for the home-improvement retailers to extend their year-to-date gains amid a robust housing market.\nThe pandemic has been a boon for the industry, as Americans spend more on new houses and home improvements, and the stocks have moved from strength to strength. Although investors have gotten used to big beats from the companies given the white-hot housing market, comments from management about continuing strength would likely bolster the stocks.\nHome Depot (HD) is up 25% year to date, and more than 18% in the past 12 months. Lowe’s has risen more than 18% in 2021 and 23% in the past year.Barron’s named Lowe’s Marvin Ellison to its Best CEOs list earlier this summer. The stock is up a market-beating 24% since we recommended it in March.\nBoth companies delivered better-than-expected first-quarter results in May, although Home Depot shares got a boost while Lowe’s stock slipped.\nFor the second quarter, analysts expect Home Depot to earn $4.43 a share from revenue of $40.57 billion, up from earnings of $3.86 a share in the prior quarter and $4.02 in the year-earlier period. For Lowe’s, the consensus calls for EPS of $4 and revenue of $26.79 billion, up from EPS of $3.21 in the previous quarter and $3.75 a year earlier.\nThe Street is upbeat about the home-improvement retailers in general. More than two-thirds of the 34 analysts tracked by FactSet who cover Home Depot rate it at Buy or the equivalent, while 29% are sidelined. There is one Sell rating.\nLowe’s is even more popular, with 79% of 33 analyst bullish, 18% rating it at Hold, and a single bearish call.","news_type":1,"symbols_score_info":{"HD":0.9,"LOW":0.9}},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894590543,"gmtCreate":1628835570182,"gmtModify":1633689094495,"author":{"id":"4088048277781100","authorId":"4088048277781100","name":"tidehunter","avatar":"https://static.tigerbbs.com/054762626e1a434c87bd55fb2f049570","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088048277781100","idStr":"4088048277781100"},"themes":[],"htmlText":"Please like. Tq","listText":"Please like. Tq","text":"Please like. 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