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2021-09-01

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2021-07-29

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2021-08-08

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SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</blockquote>

2021-10-17

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2021-08-28

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2021-11-30

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2021-12-14

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外媒头条：美联储可能上演历史罕见鹰派转变

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05:40","market":"hk","language":"zh","title":"外媒头条：美联储可能上演历史罕见鹰派转变","url":"https://stock-news.laohu8.com/highlight/detail?id=2191098415","media":"市场资讯","summary":"　　纽约联邦储备银行最新消费者调查显示，美国消费者对未来一年的通胀预期升至6%的新高。　　这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。　　经济学家预计，美联储官员本周将加快收缩购债步伐，并发出2022年加息的信号，在1980年代以来最强通胀面前上演历史性的政策转变。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高</b>\n</blockquote>\n<blockquote>\n <b>2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克当选时代杂志2021年度风云人物</b>\n</blockquote>\n<blockquote>\n <b>4、牛津大学：omicron毒株能削弱两针<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>或<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>疫苗的保护力</b>\n</blockquote>\n<blockquote>\n <b>5、七国集团财长承诺解决供应链问题并避免未来重演</b>\n</blockquote>\n<blockquote>\n <b>6、小摩预计美失业率明年将降至3%左右&nbsp;奥密克戎是就业市场主要风险</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/ce56c82d6c11f45604012124909fbdc4\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高</b></p>\n<p>纽约联邦储备银行最新消费者调查显示，美国消费者对未来一年的通胀预期升至6%的新高。</p>\n<p>调查还显示，三年通胀预期自6月以来首次下降，达到4%，主要是受到无大学学历受访者的预期推动。然而，无论是短期还是长期，通胀的不确定性水平都在上升，并且都达到了历史新高。</p>\n<p>这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。</p>\n<p>调查还显示，消费者对经济的乐观程度下降。</p>\n<p>调查显示，美国未来一年失业率上升的平均概率提高了0.6个百分点。11月受访者对与一年前相比家庭当前财务状况的看法有所恶化，更多受访者称财务状况变差。</p>\n<p><img src=\"https://static.tigerbbs.com/ad8e2ae248c8736422a112e3a316d6b9\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>加速减码+预告加息 美联储可能上演历史罕见的鹰派转变</b></p>\n<p>经济学家预计，美联储官员本周将加快收缩购债步伐，并发出2022年加息的信号，在1980年代以来最强通胀面前上演历史性的政策转变。</p>\n<p>超过一半的受访者预计，美联储周三结束两天政策会议后发布的季度预测将显示，18位官员的中值预测是明年加息两次。</p>\n<p>这与他们9月份的预测相比有变化。当时，决策者在2022年或2023年首次加息的预测上平分秋色。</p>\n<p>“这将是点阵图历史上最大的鹰派转变，”Macropolicy Perspectives高级经济学家Laura Rosner-Warburton表示。美联储自2012年开始发布利率预测的点阵图。</p>\n<p><img src=\"https://n.sinaimg.cn/tech/transform/395/w512h683/20211213/2dd2-a526974a89f50d8229b23ab688835d45.png\" tg-width=\"512\" tg-height=\"683\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物</b></p>\n<p>据报道，特斯拉CEO埃隆·马斯克（Elon Musk）今日被美国《时代》杂志评为“2021年度风云人物”。</p>\n<p>《时代》杂志称，作为世界上最富有的人，他没有房子，最近一直在抛售财产。他将卫星送入轨道，并利用<a href=\"https://laohu8.com/S/000591\">太阳能</a>服务千家万户。他驾驶着一辆自己制造的汽车，不需要汽油，也几乎不需要司机。他的手指一挥，股市就会暴涨或暴跌。他的每一句话都被一大群粉丝挂在嘴边。当他把业务推向全球时，还梦想着移民火星。</p>\n<p><img src=\"https://static.tigerbbs.com/4133304c52fa226b469ba60f980192f1\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力</b></p>\n<p>研究人员发现，正如人们所担忧的一样，omicron变异株削弱了辉瑞和阿斯利康两剂新冠疫苗所能提供的保护力，增加了接种者感染风险。</p>\n<p>牛津大学研究人员周一在一份报告中表示，在对接种辉瑞或阿斯利康疫苗的人采集的血液样本中，经检测新毒株omicron令中和抗体大幅减少，尤其是和德尔塔毒株相比，降幅很明显。</p>\n<p>阿斯利康疫苗的创造者之一Teresa Lambe表示，在接下来的几周，omicron的影响应该会得到更好的记录，以明确是否需要接种新疫苗。</p>\n<p>“我们希望当前的疫苗能够预防严重疾病和住院治疗”，Lambe表示。 “我们和其他疫苗生产商的立场是，如果需要一种针对新毒株的疫苗，我们可以快速推进。”</p>\n<p><img src=\"https://static.tigerbbs.com/7eb99a948e8b987f3e2c4401c8f7e901\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>七国集团财长承诺解决供应链问题并避免未来重演</b></p>\n<p>七国集团财长承诺加强合作，以解决造成商品短缺和通胀飙升的全球供应链问题。</p>\n<p>由于运输问题导致供应中断，零部件制成品短缺以及疫情造成能源价格上涨，全球消费者价格都在飙升。美国通胀率已触及1982年以来的最高水平，欧元区通胀率达到了创纪录的4.9%。</p>\n<p>在七国集团财长和央行行长会议的最后公报中，轮值主席国英国的财政大臣Rishi Sunak称，该组织将着眼于预测并避免未来的供应紧张。</p>\n<p>英国财政部表示，七国集团财长和央行行长们“就如何提高供应链韧性以及如何更准确地预测未来可能发生的干扰交换了看法”。</p>\n<p><img src=\"https://static.tigerbbs.com/5d92536ec41518383402813fee58b8bc\" tg-width=\"550\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>小摩预计美失业率明年将降至3%左右&nbsp;奥密克戎是就业市场主要风险</b></p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>首席美国经济学家Michael Feroli认为，2022年美国失业率将下降。</p>\n<p>“我认为到2022年底可以看到失业率在3%左右，”Feroli称。“过去五个月的失业率下降幅度令人深刻印象。我们预计下降速度会放缓，但很快就会降至4%以下。”</p>\n<p>在Feroli看来，随着雇主寻找人才以推动企业从疫情中复苏，就业市场可能会以良好的势头进入2022年。</p>\n<p>Feroli还预计，明年美国GDP将增长3%。他认为，美联储将在9月开始加息以抵消通胀，而通胀在一定程度上是由于劳动力市场状况吃紧。</p>\n<p>此外，就业市场的一个主要风险仍然是奥密克戎变体及其是否会减缓企业的招聘计划。</p>","source":"sina","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>外媒头条：美联储可能上演历史罕见鹰派转变</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n外媒头条：美联储可能上演历史罕见鹰派转变\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 05:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高\n\n\n2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n\n\n3、特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n\n\n4、牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n\n\n5、七国集团财长承诺解决供应链问题并避免未来重演\n\n\n6、小摩预计美失业率明年将...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SQQQ":"纳指三倍做空ETF","DDM":"2倍做多道指ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","UDOW":"三倍做多道指30ETF-ProShares","SPY":"标普500ETF","IVV":"标普500ETF-iShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4504":"桥水持仓","BK4559":"巴菲特持仓","UPRO":"三倍做多标普500ETF-ProShares","BK4550":"红杉资本持仓","DOG":"道指ETF-ProShares做空","SDOW":"三倍做空道指30ETF-ProShares","SH":"做空标普500-Proshares","TQQQ":"纳指三倍做多ETF","DXD":"两倍做空道琼30指数ETF-ProShares","DJX":"1/100道琼斯","OEX":"标普100","QID":"两倍做空纳斯达克指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2191098415","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高\n\n\n2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n\n\n3、特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n\n\n4、牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n\n\n5、七国集团财长承诺解决供应链问题并避免未来重演\n\n\n6、小摩预计美失业率明年将降至3%左右 奥密克戎是就业市场主要风险\n\n\n纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高\n纽约联邦储备银行最新消费者调查显示，美国消费者对未来一年的通胀预期升至6%的新高。\n调查还显示，三年通胀预期自6月以来首次下降，达到4%，主要是受到无大学学历受访者的预期推动。然而，无论是短期还是长期，通胀的不确定性水平都在上升，并且都达到了历史新高。\n这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。\n调查还显示，消费者对经济的乐观程度下降。\n调查显示，美国未来一年失业率上升的平均概率提高了0.6个百分点。11月受访者对与一年前相比家庭当前财务状况的看法有所恶化，更多受访者称财务状况变差。\n\n加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n经济学家预计，美联储官员本周将加快收缩购债步伐，并发出2022年加息的信号，在1980年代以来最强通胀面前上演历史性的政策转变。\n超过一半的受访者预计，美联储周三结束两天政策会议后发布的季度预测将显示，18位官员的中值预测是明年加息两次。\n这与他们9月份的预测相比有变化。当时，决策者在2022年或2023年首次加息的预测上平分秋色。\n“这将是点阵图历史上最大的鹰派转变，”Macropolicy Perspectives高级经济学家Laura Rosner-Warburton表示。美联储自2012年开始发布利率预测的点阵图。\n\n特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n据报道，特斯拉CEO埃隆·马斯克（Elon Musk）今日被美国《时代》杂志评为“2021年度风云人物”。\n《时代》杂志称，作为世界上最富有的人，他没有房子，最近一直在抛售财产。他将卫星送入轨道，并利用太阳能服务千家万户。他驾驶着一辆自己制造的汽车，不需要汽油，也几乎不需要司机。他的手指一挥，股市就会暴涨或暴跌。他的每一句话都被一大群粉丝挂在嘴边。当他把业务推向全球时，还梦想着移民火星。\n\n牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n研究人员发现，正如人们所担忧的一样，omicron变异株削弱了辉瑞和阿斯利康两剂新冠疫苗所能提供的保护力，增加了接种者感染风险。\n牛津大学研究人员周一在一份报告中表示，在对接种辉瑞或阿斯利康疫苗的人采集的血液样本中，经检测新毒株omicron令中和抗体大幅减少，尤其是和德尔塔毒株相比，降幅很明显。\n阿斯利康疫苗的创造者之一Teresa Lambe表示，在接下来的几周，omicron的影响应该会得到更好的记录，以明确是否需要接种新疫苗。\n“我们希望当前的疫苗能够预防严重疾病和住院治疗”，Lambe表示。 “我们和其他疫苗生产商的立场是，如果需要一种针对新毒株的疫苗，我们可以快速推进。”\n\n七国集团财长承诺解决供应链问题并避免未来重演\n七国集团财长承诺加强合作，以解决造成商品短缺和通胀飙升的全球供应链问题。\n由于运输问题导致供应中断，零部件制成品短缺以及疫情造成能源价格上涨，全球消费者价格都在飙升。美国通胀率已触及1982年以来的最高水平，欧元区通胀率达到了创纪录的4.9%。\n在七国集团财长和央行行长会议的最后公报中，轮值主席国英国的财政大臣Rishi Sunak称，该组织将着眼于预测并避免未来的供应紧张。\n英国财政部表示，七国集团财长和央行行长们“就如何提高供应链韧性以及如何更准确地预测未来可能发生的干扰交换了看法”。\n\n小摩预计美失业率明年将降至3%左右 奥密克戎是就业市场主要风险\n摩根大通首席美国经济学家Michael Feroli认为，2022年美国失业率将下降。\n“我认为到2022年底可以看到失业率在3%左右，”Feroli称。“过去五个月的失业率下降幅度令人深刻印象。我们预计下降速度会放缓，但很快就会降至4%以下。”\n在Feroli看来，随着雇主寻找人才以推动企业从疫情中复苏，就业市场可能会以良好的势头进入2022年。\nFeroli还预计，明年美国GDP将增长3%。他认为，美联储将在9月开始加息以抵消通胀，而通胀在一定程度上是由于劳动力市场状况吃紧。\n此外，就业市场的一个主要风险仍然是奥密克戎变体及其是否会减缓企业的招聘计划。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SDS":0.9,"TQQQ":0.9,".DJI":0.9,"OEX":0.9,"SDOW":0.9,"SPXU":0.9,"QQQ":0.9,"UDOW":0.9,".SPX":0.9,"OEF":0.9,"DOG":0.9,"UPRO":0.9,"SPY":0.9,"PSQ":0.9,"DXD":0.9,"NQmain":0.9,"SH":0.9,"SQQQ":0.9,"DDM":0.9,"QID":0.9,"SSO":0.9,"MNQmain":0.9,"IVV":0.9,"QLD":0.9,".IXIC":0.9,"ESmain":0.9,"DJX":0.9}},"isVote":1,"tweetType":1,"viewCount":3138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609066632,"gmtCreate":1638224077601,"gmtModify":1638224418005,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"[贱笑]&nbsp;","listText":"[贱笑]&nbsp;","text":"[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609066632","repostId":"2187372957","repostType":4,"repost":{"id":"2187372957","kind":"news","pubTimestamp":1638198750,"share":"https://www.laohu8.com/m/news/2187372957?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:12","market":"us","language":"zh","title":"沙特能源部长：不担心Omicron影响石油需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2187372957","media":"智通财经","summary":"沙特阿拉伯能源部长阿卜杜勒-阿齐兹在接受媒体采访时淡化了上周重创石油市场的新冠病毒变体Omicron对石油需求可能造成的影响，并拒绝在本周正式会议前就“OPEC+”的计划发表任何评论。\n“我是一个非常","content":"<p>沙特阿拉伯能源部长阿卜杜勒-阿齐兹在接受媒体采访时淡化了上周重创石油市场的新冠病毒变体Omicron对石油需求可能造成的影响，并拒绝在本周正式会议前就“OPEC+”的计划发表任何评论。</p>\n<p>“我是一个非常乐观的人，对此我没有任何担心。”当被问及新变异体可能会如何影响石油需求时，沙特能源部长阿卜杜勒表示。</p>\n<p>另外，阿卜杜勒在沙特达兰接受记者采访时，拒绝在本周正式会议前对OPEC+的计划发表任何评论。</p>\n<p>上周五WTI原油价格暴跌10%以上，自去年9月以来首次跌破每桶70美元，此后油价收复了部分失地。 </p>\n<p>另外，昨日迪拜金融市场综合指数一度下跌5.2%，MSCI新兴市场欧非中东指数跌近3%。</p>\n<p>据了解，在此之前以沙特阿拉伯和俄罗斯为首的“OPEC+”成员正计划逐步增加产能，并同意增产40万桶/日。OPEC+部长级会议将在周四举行，届时各成员国将决定是否继续增产计划。</p>","source":"stock_zhitongcaijing","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\" 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n沙特能源部长：不担心Omicron影响石油需求\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 23:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/611664.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>沙特阿拉伯能源部长阿卜杜勒-阿齐兹在接受媒体采访时淡化了上周重创石油市场的新冠病毒变体Omicron对石油需求可能造成的影响，并拒绝在本周正式会议前就“OPEC+”的计划发表任何评论。\n“我是一个非常乐观的人，对此我没有任何担心。”当被问及新变异体可能会如何影响石油需求时，沙特能源部长阿卜杜勒表示。\n另外，阿卜杜勒在沙特达兰接受记者采访时，拒绝在本周正式会议前对OPEC+的计划发表任何评论。\n...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/611664.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3faadc006e67e6ac130a7b171f263b4d","relate_stocks":{"UCO":"二倍做多彭博原油ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","DDG":"ProShares做空石油与天然气ETF","USO":"美国原油ETF","SCO":"二倍做空彭博原油指数ETF","DWT":"三倍做空原油ETN"},"source_url":"http://www.zhitongcaijing.com/content/detail/611664.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187372957","content_text":"沙特阿拉伯能源部长阿卜杜勒-阿齐兹在接受媒体采访时淡化了上周重创石油市场的新冠病毒变体Omicron对石油需求可能造成的影响，并拒绝在本周正式会议前就“OPEC+”的计划发表任何评论。\n“我是一个非常乐观的人，对此我没有任何担心。”当被问及新变异体可能会如何影响石油需求时，沙特能源部长阿卜杜勒表示。\n另外，阿卜杜勒在沙特达兰接受记者采访时，拒绝在本周正式会议前对OPEC+的计划发表任何评论。\n上周五WTI原油价格暴跌10%以上，自去年9月以来首次跌破每桶70美元，此后油价收复了部分失地。 \n另外，昨日迪拜金融市场综合指数一度下跌5.2%，MSCI新兴市场欧非中东指数跌近3%。\n据了解，在此之前以沙特阿拉伯和俄罗斯为首的“OPEC+”成员正计划逐步增加产能，并同意增产40万桶/日。OPEC+部长级会议将在周四举行，届时各成员国将决定是否继续增产计划。","news_type":1,"symbols_score_info":{"SCO":0.9,"CLmain":0.9,"DWTIF":0.9,"UCO":0.9,"USO":0.9,"QMmain":0.9,"DDG":0.9,"DWT":0.9,"UWTIF":0.9,"DUG":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872591948,"gmtCreate":1637544427739,"gmtModify":1637544427798,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"[贱笑]&nbsp;","listText":"[贱笑]&nbsp;","text":"[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872591948","repostId":"1104167506","repostType":2,"repost":{"id":"1104167506","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637536408,"share":"https://www.laohu8.com/m/news/1104167506?lang=zh_CN&edition=full","pubTime":"2021-11-22 07:13","market":"hk","language":"zh","title":"前瞻：美团、拼多多、小米财报来袭！美股感恩节休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1104167506","media":"老虎资讯综合","summary":"事件方面：拜登提名美联储主席人选、美联储FOMC公布货币政策会议纪要；英国央行行长贝利发表讲话。\n\n\n 数据方面：美国10月核心PCE物价指数年率；美国至11月19日当周EIA原油库存(万桶)。\n\n\n","content":"<blockquote>\n 事件方面：拜登提名美联储主席人选、美联储FOMC公布货币政策会议纪要；英国央行行长贝利发表讲话。\n</blockquote>\n<blockquote>\n 数据方面：美国10月核心PCE物价指数年率；美国至11月19日当周EIA原油库存(万桶)。\n</blockquote>\n<blockquote>\n 财报方面：Zoom、小鹏汽车、小米集团、快手、戴尔、惠普、美团、雾芯科技、拼多多等热门股陆续发布三季报。\n</blockquote>\n<blockquote>\n 新股方面：空白支票公司Legato Merger Corp、针对与印度有联系的科技企业的空白支票公司Vahanna Tech Edge Acquisition、生物科技公司百心安等公司上市。\n</blockquote>\n<blockquote>\n 感恩节美股休市安排：11月25日（周四）美国将迎来感恩节假期，美国股市将休市；11月26日（周五）提前3小时休市。\n</blockquote>\n<p><b>重要经济数据一览</b></p>\n<p><b>11月22日周一关键词：开盘情况，英国工业产出差值，美国成屋销售</b><img src=\"https://static.tigerbbs.com/847428593fec42c8f6420ab818da2078\" tg-width=\"612\" tg-height=\"231\" referrerpolicy=\"no-referrer\">周一，全球重要财经数据不多，投资者可关注美国成屋销售总数年化、中国一年期贷款市场报价利率等，重点观察全球股市的开市情况。</p>\n<p>财报方面，美股盘前，<a href=\"https://laohu8.com/S/CRNC\">Cerence</a>、<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>等将公布财报；美股盘后，<a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>、<a href=\"https://laohu8.com/S/ZM\">Zoom视频通讯</a>、等将公布财报。</p>\n<p>周一两只新股上市，空白支票公司Legato Merger Corp、针对与印度有联系的科技企业的空白支票公司Vahanna Tech Edge Acquisition。</p>\n<p>美国总统拜登将正式提名美联储新一届主席，目前候选人是鲍威尔与布雷纳德。分析认为，无论拜登最终提名谁作为下一届美联储主席，明年美联储货币政策都有望转鸽，预计首次加息时点会迟于当前的市场预期，最快在明年12月。</p>\n<p><b>11月23日周二关键词：澳大利亚消费信心，欧元区制造业和服务业PMI，英国制造业和服务业PMI，美国制造业PMI</b><img src=\"https://static.tigerbbs.com/9d83973b94e707ca43c7e3d0562aacb7\" tg-width=\"615\" tg-height=\"643\" referrerpolicy=\"no-referrer\">周二，数据方面，投资者关注美国的制造业PMI。</p>\n<p>分析认为，美国的制造业逐渐反弹，工厂产值从飓风艾达的影响中反弹，并表明制造商的材料短缺问题有好转。健康的商业投资加上强劲的消费者需求，推动了制造商的订单增长，但也消耗了库存并导致储备订单积压。生产商正在解决材料短缺问题，而就业仍低于疫情前水平。</p>\n<p>关注欧元区制造业和服务业PMI数据。</p>\n<p>分析指出，欧元区经济增长已经受到全球供应紧缩的压力，尤其是对制造业的影响。目前，供应瓶颈只会推迟经济复苏。由于人们重返商店、餐馆和文化场所，以及旅游业的复苏，消费支出成为了一个亮点。</p>\n<p>事件方面，英国央行委员哈斯克尔就高通胀问题发表讲话。</p>\n<p>财报方面，美股盘前，<a href=\"https://laohu8.com/S/BBY\">百思买</a>、<a href=\"https://laohu8.com/S/JG\">极光</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、等将公布财报；美股盘后，<a href=\"https://laohu8.com/S/HPQ\">惠普</a>、<a href=\"https://laohu8.com/S/PSTG\">Pure Storage</a>、<a href=\"https://laohu8.com/S/DADA\">达达集团</a>、<a href=\"https://laohu8.com/S/DELL\">戴尔科技</a>、等将公布财报；港股，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>、<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>等将公布财报。</p>\n<p><b>11月24日周三关键词：美国初请失业金、美国耐用品订单、美国批发库存、美国三季度GDP修正值等一系列数据、美联储纪要</b><img src=\"https://static.tigerbbs.com/fc581701a6250b7f4db3915e0968a625\" tg-width=\"616\" tg-height=\"830\" referrerpolicy=\"no-referrer\">周三，数据方面，美国实际GDP年化季率修正值、美国核心PCE物价指数月率，个人支出月率、密歇根消费信心数据等。</p>\n<p>因为美国感恩节假日即将到来，因此美国数据在感恩节前集中公布。当前美国经济面临的最大问题就是通胀，美国正在遭遇创纪录的通货膨胀威胁。数据显示，美国10月CPI同比上涨6.2%，创造了1990年以来的最高水平，这也揭示出美国社会正在经历严重的通货膨胀。更为严重的是，该数据的增加是在短短半年多时间内完成的，2021年初美国的CPI数值仍只有1.4%，呈现通货紧缩的现象。</p>\n<p>事件方面，新西兰联储公布利率决议。</p>\n<p>财报方面，美股盘前，<a href=\"https://laohu8.com/S/KC\">金山云</a>、<a href=\"https://laohu8.com/S/HTHT\">华住</a>、等将公布财报；港股，<a href=\"https://laohu8.com/S/00241\">阿里健康</a>、<a href=\"https://laohu8.com/S/01179\">华住集团-S</a>等将公布财报。</p>\n<p><b>11月25日周四关键词：维他奶国际、阿里影业、波司登等公布财报；感恩节美股休市</b><img src=\"https://static.tigerbbs.com/c62e7c67382d353b87a4e3bd4d6941d0\" tg-width=\"615\" tg-height=\"185\" referrerpolicy=\"no-referrer\">感恩节，美国休市一天。</p>\n<p>周四，数据方面，美国当周石油钻井总数、当周EIA天然气库存，德国Gfk消费者信心指数。</p>\n<p>纽约时段，由于感恩节假期，美国市场休市，料市场整体波动有限，不过投资者仍然要控制好仓位，防止小资金带来大行情的假期波动的走势出现。投资者唯一需要留意的就是欧洲央行的政策会议纪要，不过预计该纪要给欧元也会带来很有限的影响。交易英镑的投资者，留意英国央行行长贝利的讲话。</p>\n<p>事件方面，美联储FOMC公布货币政策会议纪要，欧洲央行公布10月份货币政策会议纪要。</p>\n<p>财报方面，港股<a href=\"https://laohu8.com/S/00345\">维他奶国际</a>、<a href=\"https://laohu8.com/S/03998\">波司登</a>、<a href=\"https://laohu8.com/S/01060\">阿里影业</a>发布财报。</p>\n<p><b>11月26日周五关键词：英国CBI零售销售差值，欧洲央行行长拉加德在该央行2021年法律会议上发表讲话；雾芯科技、美团、拼多多等发布财报；感恩节翌日提前休市</b><img src=\"https://static.tigerbbs.com/9d6ff73fff2b2e7063967c17cc93aecd\" tg-width=\"613\" tg-height=\"370\" referrerpolicy=\"no-referrer\">周五，数据方面，英国CBI零售销售差值。预计市场整体波动幅度有限。</p>\n<p>事件方面，欧洲央行行长拉加德在该央行2021年法律会议上发表讲话，英国央行行长贝利即将发表讲话。</p>\n<p>财报方面，美股盘前，<a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等将公布财报；港股，<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/02158\">医渡科技</a>等将公布财报。</p>\n<p>周五一只新股上市，<a href=\"https://laohu8.com/S/02185\">百心安-B</a>成立于2014年，是中国领先的创新介入式心血管装置公司，专注于全降解支架（BRS）及肾神经阻断（RDN）两种疗法，以解决中国患者在冠状及外周动脉疾病以及高血压方面的未满足医疗需求。</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>前瞻：美团、拼多多、小米财报来袭！美股感恩节休市</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n前瞻：美团、拼多多、小米财报来袭！美股感恩节休市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-22 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 事件方面：拜登提名美联储主席人选、美联储FOMC公布货币政策会议纪要；英国央行行长贝利发表讲话。\n</blockquote>\n<blockquote>\n 数据方面：美国10月核心PCE物价指数年率；美国至11月19日当周EIA原油库存(万桶)。\n</blockquote>\n<blockquote>\n 财报方面：Zoom、小鹏汽车、小米集团、快手、戴尔、惠普、美团、雾芯科技、拼多多等热门股陆续发布三季报。\n</blockquote>\n<blockquote>\n 新股方面：空白支票公司Legato Merger Corp、针对与印度有联系的科技企业的空白支票公司Vahanna Tech Edge Acquisition、生物科技公司百心安等公司上市。\n</blockquote>\n<blockquote>\n 感恩节美股休市安排：11月25日（周四）美国将迎来感恩节假期，美国股市将休市；11月26日（周五）提前3小时休市。\n</blockquote>\n<p><b>重要经济数据一览</b></p>\n<p><b>11月22日周一关键词：开盘情况，英国工业产出差值，美国成屋销售</b><img src=\"https://static.tigerbbs.com/847428593fec42c8f6420ab818da2078\" tg-width=\"612\" tg-height=\"231\" referrerpolicy=\"no-referrer\">周一，全球重要财经数据不多，投资者可关注美国成屋销售总数年化、中国一年期贷款市场报价利率等，重点观察全球股市的开市情况。</p>\n<p>财报方面，美股盘前，<a href=\"https://laohu8.com/S/CRNC\">Cerence</a>、<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>等将公布财报；美股盘后，<a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>、<a href=\"https://laohu8.com/S/ZM\">Zoom视频通讯</a>、等将公布财报。</p>\n<p>周一两只新股上市，空白支票公司Legato Merger Corp、针对与印度有联系的科技企业的空白支票公司Vahanna Tech Edge Acquisition。</p>\n<p>美国总统拜登将正式提名美联储新一届主席，目前候选人是鲍威尔与布雷纳德。分析认为，无论拜登最终提名谁作为下一届美联储主席，明年美联储货币政策都有望转鸽，预计首次加息时点会迟于当前的市场预期，最快在明年12月。</p>\n<p><b>11月23日周二关键词：澳大利亚消费信心，欧元区制造业和服务业PMI，英国制造业和服务业PMI，美国制造业PMI</b><img src=\"https://static.tigerbbs.com/9d83973b94e707ca43c7e3d0562aacb7\" tg-width=\"615\" tg-height=\"643\" referrerpolicy=\"no-referrer\">周二，数据方面，投资者关注美国的制造业PMI。</p>\n<p>分析认为，美国的制造业逐渐反弹，工厂产值从飓风艾达的影响中反弹，并表明制造商的材料短缺问题有好转。健康的商业投资加上强劲的消费者需求，推动了制造商的订单增长，但也消耗了库存并导致储备订单积压。生产商正在解决材料短缺问题，而就业仍低于疫情前水平。</p>\n<p>关注欧元区制造业和服务业PMI数据。</p>\n<p>分析指出，欧元区经济增长已经受到全球供应紧缩的压力，尤其是对制造业的影响。目前，供应瓶颈只会推迟经济复苏。由于人们重返商店、餐馆和文化场所，以及旅游业的复苏，消费支出成为了一个亮点。</p>\n<p>事件方面，英国央行委员哈斯克尔就高通胀问题发表讲话。</p>\n<p>财报方面，美股盘前，<a href=\"https://laohu8.com/S/BBY\">百思买</a>、<a href=\"https://laohu8.com/S/JG\">极光</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、等将公布财报；美股盘后，<a href=\"https://laohu8.com/S/HPQ\">惠普</a>、<a href=\"https://laohu8.com/S/PSTG\">Pure Storage</a>、<a href=\"https://laohu8.com/S/DADA\">达达集团</a>、<a href=\"https://laohu8.com/S/DELL\">戴尔科技</a>、等将公布财报；港股，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>、<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>等将公布财报。</p>\n<p><b>11月24日周三关键词：美国初请失业金、美国耐用品订单、美国批发库存、美国三季度GDP修正值等一系列数据、美联储纪要</b><img src=\"https://static.tigerbbs.com/fc581701a6250b7f4db3915e0968a625\" tg-width=\"616\" tg-height=\"830\" referrerpolicy=\"no-referrer\">周三，数据方面，美国实际GDP年化季率修正值、美国核心PCE物价指数月率，个人支出月率、密歇根消费信心数据等。</p>\n<p>因为美国感恩节假日即将到来，因此美国数据在感恩节前集中公布。当前美国经济面临的最大问题就是通胀，美国正在遭遇创纪录的通货膨胀威胁。数据显示，美国10月CPI同比上涨6.2%，创造了1990年以来的最高水平，这也揭示出美国社会正在经历严重的通货膨胀。更为严重的是，该数据的增加是在短短半年多时间内完成的，2021年初美国的CPI数值仍只有1.4%，呈现通货紧缩的现象。</p>\n<p>事件方面，新西兰联储公布利率决议。</p>\n<p>财报方面，美股盘前，<a href=\"https://laohu8.com/S/KC\">金山云</a>、<a href=\"https://laohu8.com/S/HTHT\">华住</a>、等将公布财报；港股，<a href=\"https://laohu8.com/S/00241\">阿里健康</a>、<a href=\"https://laohu8.com/S/01179\">华住集团-S</a>等将公布财报。</p>\n<p><b>11月25日周四关键词：维他奶国际、阿里影业、波司登等公布财报；感恩节美股休市</b><img src=\"https://static.tigerbbs.com/c62e7c67382d353b87a4e3bd4d6941d0\" tg-width=\"615\" tg-height=\"185\" referrerpolicy=\"no-referrer\">感恩节，美国休市一天。</p>\n<p>周四，数据方面，美国当周石油钻井总数、当周EIA天然气库存，德国Gfk消费者信心指数。</p>\n<p>纽约时段，由于感恩节假期，美国市场休市，料市场整体波动有限，不过投资者仍然要控制好仓位，防止小资金带来大行情的假期波动的走势出现。投资者唯一需要留意的就是欧洲央行的政策会议纪要，不过预计该纪要给欧元也会带来很有限的影响。交易英镑的投资者，留意英国央行行长贝利的讲话。</p>\n<p>事件方面，美联储FOMC公布货币政策会议纪要，欧洲央行公布10月份货币政策会议纪要。</p>\n<p>财报方面，港股<a href=\"https://laohu8.com/S/00345\">维他奶国际</a>、<a href=\"https://laohu8.com/S/03998\">波司登</a>、<a href=\"https://laohu8.com/S/01060\">阿里影业</a>发布财报。</p>\n<p><b>11月26日周五关键词：英国CBI零售销售差值，欧洲央行行长拉加德在该央行2021年法律会议上发表讲话；雾芯科技、美团、拼多多等发布财报；感恩节翌日提前休市</b><img src=\"https://static.tigerbbs.com/9d6ff73fff2b2e7063967c17cc93aecd\" tg-width=\"613\" tg-height=\"370\" referrerpolicy=\"no-referrer\">周五，数据方面，英国CBI零售销售差值。预计市场整体波动幅度有限。</p>\n<p>事件方面，欧洲央行行长拉加德在该央行2021年法律会议上发表讲话，英国央行行长贝利即将发表讲话。</p>\n<p>财报方面，美股盘前，<a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等将公布财报；港股，<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/02158\">医渡科技</a>等将公布财报。</p>\n<p>周五一只新股上市，<a href=\"https://laohu8.com/S/02185\">百心安-B</a>成立于2014年，是中国领先的创新介入式心血管装置公司，专注于全降解支架（BRS）及肾神经阻断（RDN）两种疗法，以解决中国患者在冠状及外周动脉疾病以及高血压方面的未满足医疗需求。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104167506","content_text":"事件方面：拜登提名美联储主席人选、美联储FOMC公布货币政策会议纪要；英国央行行长贝利发表讲话。\n\n\n 数据方面：美国10月核心PCE物价指数年率；美国至11月19日当周EIA原油库存(万桶)。\n\n\n 财报方面：Zoom、小鹏汽车、小米集团、快手、戴尔、惠普、美团、雾芯科技、拼多多等热门股陆续发布三季报。\n\n\n 新股方面：空白支票公司Legato Merger Corp、针对与印度有联系的科技企业的空白支票公司Vahanna Tech Edge Acquisition、生物科技公司百心安等公司上市。\n\n\n 感恩节美股休市安排：11月25日（周四）美国将迎来感恩节假期，美国股市将休市；11月26日（周五）提前3小时休市。\n\n重要经济数据一览\n11月22日周一关键词：开盘情况，英国工业产出差值，美国成屋销售周一，全球重要财经数据不多，投资者可关注美国成屋销售总数年化、中国一年期贷款市场报价利率等，重点观察全球股市的开市情况。\n财报方面，美股盘前，Cerence、小牛电动、知乎等将公布财报；美股盘后，涂鸦智能、Zoom视频通讯、等将公布财报。\n周一两只新股上市，空白支票公司Legato Merger Corp、针对与印度有联系的科技企业的空白支票公司Vahanna Tech Edge Acquisition。\n美国总统拜登将正式提名美联储新一届主席，目前候选人是鲍威尔与布雷纳德。分析认为，无论拜登最终提名谁作为下一届美联储主席，明年美联储货币政策都有望转鸽，预计首次加息时点会迟于当前的市场预期，最快在明年12月。\n11月23日周二关键词：澳大利亚消费信心，欧元区制造业和服务业PMI，英国制造业和服务业PMI，美国制造业PMI周二，数据方面，投资者关注美国的制造业PMI。\n分析认为，美国的制造业逐渐反弹，工厂产值从飓风艾达的影响中反弹，并表明制造商的材料短缺问题有好转。健康的商业投资加上强劲的消费者需求，推动了制造商的订单增长，但也消耗了库存并导致储备订单积压。生产商正在解决材料短缺问题，而就业仍低于疫情前水平。\n关注欧元区制造业和服务业PMI数据。\n分析指出，欧元区经济增长已经受到全球供应紧缩的压力，尤其是对制造业的影响。目前，供应瓶颈只会推迟经济复苏。由于人们重返商店、餐馆和文化场所，以及旅游业的复苏，消费支出成为了一个亮点。\n事件方面，英国央行委员哈斯克尔就高通胀问题发表讲话。\n财报方面，美股盘前，百思买、极光、小鹏汽车、等将公布财报；美股盘后，惠普、Pure Storage、达达集团、戴尔科技、等将公布财报；港股，小鹏汽车-W、小米集团-W等将公布财报。\n11月24日周三关键词：美国初请失业金、美国耐用品订单、美国批发库存、美国三季度GDP修正值等一系列数据、美联储纪要周三，数据方面，美国实际GDP年化季率修正值、美国核心PCE物价指数月率，个人支出月率、密歇根消费信心数据等。\n因为美国感恩节假日即将到来，因此美国数据在感恩节前集中公布。当前美国经济面临的最大问题就是通胀，美国正在遭遇创纪录的通货膨胀威胁。数据显示，美国10月CPI同比上涨6.2%，创造了1990年以来的最高水平，这也揭示出美国社会正在经历严重的通货膨胀。更为严重的是，该数据的增加是在短短半年多时间内完成的，2021年初美国的CPI数值仍只有1.4%，呈现通货紧缩的现象。\n事件方面，新西兰联储公布利率决议。\n财报方面，美股盘前，金山云、华住、等将公布财报；港股，阿里健康、华住集团-S等将公布财报。\n11月25日周四关键词：维他奶国际、阿里影业、波司登等公布财报；感恩节美股休市感恩节，美国休市一天。\n周四，数据方面，美国当周石油钻井总数、当周EIA天然气库存，德国Gfk消费者信心指数。\n纽约时段，由于感恩节假期，美国市场休市，料市场整体波动有限，不过投资者仍然要控制好仓位，防止小资金带来大行情的假期波动的走势出现。投资者唯一需要留意的就是欧洲央行的政策会议纪要，不过预计该纪要给欧元也会带来很有限的影响。交易英镑的投资者，留意英国央行行长贝利的讲话。\n事件方面，美联储FOMC公布货币政策会议纪要，欧洲央行公布10月份货币政策会议纪要。\n财报方面，港股维他奶国际、波司登、阿里影业发布财报。\n11月26日周五关键词：英国CBI零售销售差值，欧洲央行行长拉加德在该央行2021年法律会议上发表讲话；雾芯科技、美团、拼多多等发布财报；感恩节翌日提前休市周五，数据方面，英国CBI零售销售差值。预计市场整体波动幅度有限。\n事件方面，欧洲央行行长拉加德在该央行2021年法律会议上发表讲话，英国央行行长贝利即将发表讲话。\n财报方面，美股盘前，雾芯科技、拼多多等将公布财报；港股，美团-W、医渡科技等将公布财报。\n周五一只新股上市，百心安-B成立于2014年，是中国领先的创新介入式心血管装置公司，专注于全降解支架（BRS）及肾神经阻断（RDN）两种疗法，以解决中国患者在冠状及外周动脉疾病以及高血压方面的未满足医疗需求。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859179165,"gmtCreate":1634683924034,"gmtModify":1634683924211,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"[贱笑]&nbsp;","listText":"[贱笑]&nbsp;","text":"[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859179165","repostId":"1107325919","repostType":4,"repost":{"id":"1107325919","kind":"news","pubTimestamp":1634657607,"share":"https://www.laohu8.com/m/news/1107325919?lang=zh_CN&edition=full","pubTime":"2021-10-19 23:33","market":"us","language":"zh","title":"自动驾驶的出路在哪里？","url":"https://stock-news.laohu8.com/highlight/detail?id=1107325919","media":" 字母榜","summary":"跌跌撞撞探索多年后，自动驾驶的“钱途”仍然迷雾重重。\n全球自动驾驶行业原本设想的主要变现路径是Robotaxi（自动驾驶出租车），试图用技术取代司机，从庞大而古老的城市出行市场中切蛋糕。\n资本市场一度","content":"<p>跌跌撞撞探索多年后，自动驾驶的“钱途”仍然迷雾重重。</p>\n<p>全球自动驾驶行业原本设想的主要变现路径是Robotaxi（自动驾驶出租车），试图用技术取代司机，从庞大而古老的城市出行市场中切蛋糕。</p>\n<p>资本市场一度对此十分看好。安信证券在去年发布的一份研报中预计，2030年国内Robotaxi的市场规模有望达到1.2万亿~1.4万亿元。</p>\n<p>但随着时间的推移，这条看似前途无量的商业化路径开始遭到质疑。</p>\n<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>是国内自动驾驶行业的重要玩家之一。李彦宏曾透露，仅2020年，百度就在自动驾驶业务上花费了200个亿，后续可能还需要连续10~20年的长期投入。</p>\n<p>高昂投入背后，百度目前取得的成果却并不成比例。</p>\n<p>根据官方数据，截至2021年上半年，百度旗下的自动驾驶出行服务“萝卜快跑”累计服务乘客超40万人次。这并不是一个很大的数字。作为对比，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>网约车的日订单量约为2000万单。</p>\n<p>覆盖城市太少、服务车辆有限、路线区域受限，是“萝卜快跑”订单量有限的根本原因。截至今年9月，该服务只进入了北京、上海、广州、长沙等5个城市，且仅在部分区域试运行。</p>\n<p>此外，偏高的价格也阻碍了自动驾驶出租车的普及。以北京地区为例，“萝卜快跑”短短几公里的单次行程价格约为30元，相当于出租车的近3倍，导致该服务很难被大众接受。</p>\n<p>百度此前宣布，“萝卜快跑”计划在3年内入驻30个城市，部署3000辆无人车，服务300万用户。但即使能够如期达成目标，区区数千辆Robotaxi也难以填平此前的巨额投入。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、Waymo等国外玩家的处境同样堪忧。</p>\n<p>特斯拉一直是Robotaxi最积极的吹鼓手，却在量产和落地方面毫无作为，归根结底只是给公众和资本市场讲故事。</p>\n<p>早在2019年4月，马斯克就放了一颗巨大的“卫星”：特斯拉将于2020年推出L5级别的Robotaxi，一年内将有100万辆上路运营。如今两年多过去了，特斯拉连一辆Robotaxi都没做出来，反而爆出了夸大宣传、安全隐患等一系列与自动驾驶有关的负面新闻。马斯克已极少提及当年的宏伟计划，而是将精力投入到人形<a href=\"https://laohu8.com/S/300024\">机器人</a>等新的大饼上。</p>\n<p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>旗下的Waymo一度被视为自动驾驶行业的标杆，估值曾高达1700亿美元以上。但在过去三年间，这一数字不断下滑，目前为300亿美元。</p>\n<p>除了技术难以完善、核心人才流失等原因外，商业化困难是Waymo估值跳水的重要原因。2018年，该公司与克莱斯勒、捷豹等汽车厂商合作，一度计划改装超8万辆自动驾驶汽车；但在遭遇挫折后，这一目标被大幅压缩，而Waymo的Robotaxi服务仍局限在美国亚利桑那州凤凰城等少数几个城市的部分区域。</p>\n<p>面对冰冷的现实，行业参与者已经在悄悄改弦更张。</p>\n<p>与地方政府合作、围绕“智慧交通”竞标城市智慧交通项目，逐渐成为新的竞争焦点。</p>\n<p>01</p>\n<p>过去几年间，各地对于自动驾驶的热情越来越高。尤其是2018年《<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>网联汽车道路测试管理规范（试行）》发布后，国内已有近20个城市发放自动驾驶路测牌照。</p>\n<p>对于地方政府而言，引入自动驾驶企业，有利于拉动本地经济发展、增加就业机会，并提升城市形象。同时，自动驾驶企业将获得品牌曝光，以及实地检验技术和产品的机会，但通常很难从用户一侧获得收入。</p>\n<p>今年以来，随着“智慧交通”、“车路协同”上升为各地政府发展自动驾驶的主要方案之一，自动驾驶企业无法赚钱的窘境开始发生显著变化。</p>\n<p>破局者是业内一家并不像百度、小马智行那样广为人知的自动驾驶公司——蘑菇车联。该公司在今年3月与湖南省衡阳市政府签约，双方将构建“车路云”一体的智慧交通体系，合作金额达5亿元，这是全国首个城市级自动驾驶应用项目，因而合作资金规模也超越了行业过往；9月，该公司再次与河南省鹤壁市达成战略合作，计划对合计120公里的道路进行5G智能网联化建设，并提供自动驾驶车辆落地运营，项目总投资额约3亿元。</p>\n<p>而百度至今也先后中标合肥、阳泉、重庆、沧州等地的自动驾驶建设项目，中标金额从数千万元至上亿元不等。尽管规模和方案各不相同，但这些项目均把“智慧交通、车路协同”放在重要位置。</p>\n<p>地方政府愿意为智慧交通、车路协同买单，根本原因是这条技术路线契合国家战略。</p>\n<p>去年2月，国家发改委引发《智能汽车创新发展战略》，计划到2025年，实现车用无线通信网络（LTE-V2X等）区域覆盖，新一代车用无线通信网络（5G-V2X）在部分城市、高速公路逐步开展应用。车路协同则是V2X车联网的核心组成部分。</p>\n<p>另一方面，与单车智能化相比，以车路协同模式实现自动驾驶具有许多优势，更有利于城市交通的安全运转和高效治理，这也是重要的加分项。</p>\n<p>在5G通信、云计算、边缘计算等技术的支持下，车路协同能够实现车辆与交通动态实时信息的采集与交互，也就是“车更懂路”、“路更懂车”，并以此为基础进行车辆主动安全控制和道路协同管理，从而形成的安全、高效和环保的道路交通系统。</p>\n<p>9月中旬，全国政协副主席、中国科协主席万钢在一场行业论坛上表示，车路信息融合可以为自动驾驶提供超越感知视野的认知智能，避免单车智能存在的感知局限、避免车车行为冲突，实现群体运行协同。</p>\n<p>万钢认为，在人工智能、5G、大数据和云计算背景下的车路协同，能够在提升自动驾驶安全性的同时，有效降低附加传感器的成本。</p>\n<p>与此同时，各地在推动车路协同发展的过程中，通常会选择特定应用场景进行试点，在跑通模式后再向更广泛的用户群体推广，从而减少自动驾驶的安全风险和管理难度。</p>\n<p>以衡阳为例，当地政府与蘑菇车联达成合作后，首批落地的自动驾驶车辆覆盖旅游观光巴士、清扫车、巡逻车、微循环公交、快速路公交等，主要为当地市政、交通、环卫部门服务。这些车辆的运行时间、行驶路线和工作环境相对固定，利于交通大数据积累和机器学习，是较为理想的自动驾驶切入点。</p>\n<p>此外，作为合作方，蘑菇车联还需要负责“数字道路升级”，主要包括在路侧安装传感器和边缘计算设备，并进行云端算力和数据存储体系的搭建。在这套系统建成后，政府部门将能够实时监控交通状况，实现更精准的全局调度，优化城市出行。</p>\n<p>02</p>\n<p>除了各地政府不断增多的需求外，从长期盈利模型来看，自动驾驶公司也必须走“单车智能+车路协同”的发展路线。</p>\n<p>在当前技术水平下，一辆车要想具备L4以上级别的自动驾驶能力，通常需要搭载6~12枚高清摄像头、3~12枚毫米波雷达、3~5枚激光雷达，以及与之适配的专用计算芯片等，改装费用高昂。</p>\n<p>其中，激光雷达的单价约为5万元左右，占据成本大头。今年4月，北汽旗下的极狐与华为联手发布一款新车，搭载3枚激光雷达，据称可实现“高阶自动驾驶”，售价高达48万元。</p>\n<p>为了压缩成本、拉低售价，许多车企在发展自动驾驶技术时，选择了折中路线，取消了激光雷达，转而采用所谓纯视觉方案，高度依赖摄像头和软件算法。</p>\n<p>特斯拉是这套玩法的典型代表。</p>\n<p>但无论是毫米波雷达、激光雷达或高清摄像头，其搜集交通数据的能力会受到天气、光线、障碍物等因素的影响，而车载芯片在面临庞大数据量时，其算法并不足以保证时刻做出最准确的判断，安全隐患也就不可能消除。</p>\n<p>公开信息显示，2016年以来，特斯拉Autopilot自动驾驶辅助系统已经导致数十起车祸，造成10人死亡。调查发现，事故起因多与车辆在Autopilot模式下，无法识别交通锥、发光箭头板等路面固定障碍物有关。</p>\n<p>而在国内，类似功能导致的伤亡事故也并不鲜见。尤其是今年8月，一名车主在开启<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ES8的辅助驾驶功能后，发生撞车事故不幸身亡，进一步加重了外界对于自动驾驶“单车路线”的疑虑。</p>\n<p>在单车智能的框架内，车辆成本与安全性此消彼长，难以取得平衡，自动驾驶的商业模型也就无从谈起。而车路协同模式的优势是，</p>\n<p>它在单车智能的基础上增加了多重安全冗余，把一部分感知能力和计算能力分散到路侧和云端，从而在确保安全、降低成本的基础上，打开了新的商业化路径。</p>\n<p>在感知端，车路协同架构主要增加了路侧摄像头，可安装在路灯等公共设施上。由于架设位置高、采用俯视视角，路侧摄像头很少被障碍物遮挡，也不容易受到雨雪天气的干扰，能够更加准确和全面地采集路况信息。</p>\n<p>同时，车路协同架构会在道路两侧布设边缘计算设备，对实时数据进行分析加工后，再通过高速车联网传递到自动驾驶车辆。这就减轻了车辆自身的计算压力，缩小了数据传输和行为决策的延迟，并在无需增加硬件指标的情况下，让自动驾驶总算力大大提高。</p>\n<p>近期，蘑菇车联创始人兼CEO朱磊在接受访谈时表示，该公司的“单车智能+车路协同”的架构能够做到在100毫秒（0.1秒）内完成从路侧感知到车上决策的整套流程，而人类的反应时间约为500毫秒。这意味着，“单车智能+车路协同”下的自动驾驶安全性已经超过人类驾驶。</p>\n<p>根据蘑菇车联的计算，通过道路智能化改造，路端感知及云端感知将有效补充单车感知不足，单车的自动驾驶改造成本有望降低90%以上，从而大大降低购买门槛。</p>\n<p>同时，在政企合作框架下，智慧交通、车路协同的基础设施建设成本可由企业和政府共同承担，</p>\n<p>进一步缓解自动驾驶行业的盈利压力。未来，双方可按照“谁使用谁付费”的原则，向消费者及其他交通参与方收取服务费，培育持续稳定的收入来源。</p>\n<p>03</p>\n<p>对于自动驾驶企业而言，要想在政府主导的城市智慧交通项目中竞标成功，除了要看技术实力，还必须拿出符合当地需求的解决方案。</p>\n<p>百度、蘑菇车联等厂商采用了相对系统化的方案，把单车智能和车路协同打包为自动驾驶整体解决方案，直接提供给地方政府。</p>\n<p>这意味着，在自身单车智能技术过硬的前提下，企业还需要帮助城市做车路协同的数字道路升级，主要包括安装路侧传感器和计算设备；另一方面也需要提供自动驾驶车辆，特别是公交车、出租车、巡逻车、清扫车等市政公共服务车辆，并承担车队运营服务。这考验的是一家公司是否具有全栈技术和商业运营的综合能力。</p>\n<p>朱磊认为这种模式一旦成型，会“非常扎实”，运营模型也很健康，因而具有更强的可持续性。未来，这套系统还可以提供更多服务，包括车道级导航、车道级数字信息呈现等，甚至升级为整套的云服务，长远来看商业价值更大。</p>\n<p>通过与地方政府合作，国内自动驾驶企业得以跳出围绕C端用户打转、越做越赔钱的窠臼，站在<a href=\"https://laohu8.com/S/C09.SI\">城市发展</a>的更高维度上，重新审视自身的价值定位和商业模型。这种模式上的优势，让中国企业有机会在商业化方面反超美国同行。</p>\n<p>创世伙伴资本主管合伙人周炜在接受访谈时表示，美国硅谷的传统科技公司喜欢等到技术高度成熟后，才把产品推向市场。中国公司在技术尚未成熟时，会通过变通或混血的方式，提前向市场提供商用服务，并通过快速迭代完善产品。这是两个国家创业文化的差异。</p>\n<p>“过去一定是硅谷的方法占优，但中国公司在商用化上会取得先机，也有极大可能最终实现技术上的反超。”周炜说，短时期内很难说谁对谁错，但一些新兴的硅谷公司已经在学习中国模式。他举例称，在自动驾驶领域，高速或L5级别的自动驾驶在短时间内不太容易大规模实现，但在一些特定领域是有机会的，比如半封闭路线、固定路线等。</p>\n<p>各地政府对于自动驾驶产业的青睐，无疑为中国企业的后来居上增添了筹码。相比之下，美国各州对于自动驾驶态度不一，基础建设缓慢。</p>\n<p>朱磊认为，“单车智能+车路协同”方案的成熟标志着自动驾驶2.0时代的开启。“这可能是几代人最大的时代机遇，会诞生一大批伟大公司，拥有自己的核心技术和商业能力。我们非常期待这一未来的科技变革。”他说。</p>","source":"ZMB","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>自动驾驶的出路在哪里？</title>\n<style 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n自动驾驶的出路在哪里？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-19 23:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.tmtpost.com/5783538.html><strong> 字母榜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>跌跌撞撞探索多年后，自动驾驶的“钱途”仍然迷雾重重。\n全球自动驾驶行业原本设想的主要变现路径是Robotaxi（自动驾驶出租车），试图用技术取代司机，从庞大而古老的城市出行市场中切蛋糕。\n资本市场一度对此十分看好。安信证券在去年发布的一份研报中预计，2030年国内Robotaxi的市场规模有望达到1.2万亿~1.4万亿元。\n但随着时间的推移，这条看似前途无量的商业化路径开始遭到质疑。\n百度是国内...</p>\n\n<a href=\"https://www.tmtpost.com/5783538.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/72164fcba30c36e0908b3ac1966211b2","relate_stocks":{"BIDU":"百度"},"source_url":"https://www.tmtpost.com/5783538.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107325919","content_text":"跌跌撞撞探索多年后，自动驾驶的“钱途”仍然迷雾重重。\n全球自动驾驶行业原本设想的主要变现路径是Robotaxi（自动驾驶出租车），试图用技术取代司机，从庞大而古老的城市出行市场中切蛋糕。\n资本市场一度对此十分看好。安信证券在去年发布的一份研报中预计，2030年国内Robotaxi的市场规模有望达到1.2万亿~1.4万亿元。\n但随着时间的推移，这条看似前途无量的商业化路径开始遭到质疑。\n百度是国内自动驾驶行业的重要玩家之一。李彦宏曾透露，仅2020年，百度就在自动驾驶业务上花费了200个亿，后续可能还需要连续10~20年的长期投入。\n高昂投入背后，百度目前取得的成果却并不成比例。\n根据官方数据，截至2021年上半年，百度旗下的自动驾驶出行服务“萝卜快跑”累计服务乘客超40万人次。这并不是一个很大的数字。作为对比，滴滴网约车的日订单量约为2000万单。\n覆盖城市太少、服务车辆有限、路线区域受限，是“萝卜快跑”订单量有限的根本原因。截至今年9月，该服务只进入了北京、上海、广州、长沙等5个城市，且仅在部分区域试运行。\n此外，偏高的价格也阻碍了自动驾驶出租车的普及。以北京地区为例，“萝卜快跑”短短几公里的单次行程价格约为30元，相当于出租车的近3倍，导致该服务很难被大众接受。\n百度此前宣布，“萝卜快跑”计划在3年内入驻30个城市，部署3000辆无人车，服务300万用户。但即使能够如期达成目标，区区数千辆Robotaxi也难以填平此前的巨额投入。\n特斯拉、Waymo等国外玩家的处境同样堪忧。\n特斯拉一直是Robotaxi最积极的吹鼓手，却在量产和落地方面毫无作为，归根结底只是给公众和资本市场讲故事。\n早在2019年4月，马斯克就放了一颗巨大的“卫星”：特斯拉将于2020年推出L5级别的Robotaxi，一年内将有100万辆上路运营。如今两年多过去了，特斯拉连一辆Robotaxi都没做出来，反而爆出了夸大宣传、安全隐患等一系列与自动驾驶有关的负面新闻。马斯克已极少提及当年的宏伟计划，而是将精力投入到人形机器人等新的大饼上。\n谷歌旗下的Waymo一度被视为自动驾驶行业的标杆，估值曾高达1700亿美元以上。但在过去三年间，这一数字不断下滑，目前为300亿美元。\n除了技术难以完善、核心人才流失等原因外，商业化困难是Waymo估值跳水的重要原因。2018年，该公司与克莱斯勒、捷豹等汽车厂商合作，一度计划改装超8万辆自动驾驶汽车；但在遭遇挫折后，这一目标被大幅压缩，而Waymo的Robotaxi服务仍局限在美国亚利桑那州凤凰城等少数几个城市的部分区域。\n面对冰冷的现实，行业参与者已经在悄悄改弦更张。\n与地方政府合作、围绕“智慧交通”竞标城市智慧交通项目，逐渐成为新的竞争焦点。\n01\n过去几年间，各地对于自动驾驶的热情越来越高。尤其是2018年《智能网联汽车道路测试管理规范（试行）》发布后，国内已有近20个城市发放自动驾驶路测牌照。\n对于地方政府而言，引入自动驾驶企业，有利于拉动本地经济发展、增加就业机会，并提升城市形象。同时，自动驾驶企业将获得品牌曝光，以及实地检验技术和产品的机会，但通常很难从用户一侧获得收入。\n今年以来，随着“智慧交通”、“车路协同”上升为各地政府发展自动驾驶的主要方案之一，自动驾驶企业无法赚钱的窘境开始发生显著变化。\n破局者是业内一家并不像百度、小马智行那样广为人知的自动驾驶公司——蘑菇车联。该公司在今年3月与湖南省衡阳市政府签约，双方将构建“车路云”一体的智慧交通体系，合作金额达5亿元，这是全国首个城市级自动驾驶应用项目，因而合作资金规模也超越了行业过往；9月，该公司再次与河南省鹤壁市达成战略合作，计划对合计120公里的道路进行5G智能网联化建设，并提供自动驾驶车辆落地运营，项目总投资额约3亿元。\n而百度至今也先后中标合肥、阳泉、重庆、沧州等地的自动驾驶建设项目，中标金额从数千万元至上亿元不等。尽管规模和方案各不相同，但这些项目均把“智慧交通、车路协同”放在重要位置。\n地方政府愿意为智慧交通、车路协同买单，根本原因是这条技术路线契合国家战略。\n去年2月，国家发改委引发《智能汽车创新发展战略》，计划到2025年，实现车用无线通信网络（LTE-V2X等）区域覆盖，新一代车用无线通信网络（5G-V2X）在部分城市、高速公路逐步开展应用。车路协同则是V2X车联网的核心组成部分。\n另一方面，与单车智能化相比，以车路协同模式实现自动驾驶具有许多优势，更有利于城市交通的安全运转和高效治理，这也是重要的加分项。\n在5G通信、云计算、边缘计算等技术的支持下，车路协同能够实现车辆与交通动态实时信息的采集与交互，也就是“车更懂路”、“路更懂车”，并以此为基础进行车辆主动安全控制和道路协同管理，从而形成的安全、高效和环保的道路交通系统。\n9月中旬，全国政协副主席、中国科协主席万钢在一场行业论坛上表示，车路信息融合可以为自动驾驶提供超越感知视野的认知智能，避免单车智能存在的感知局限、避免车车行为冲突，实现群体运行协同。\n万钢认为，在人工智能、5G、大数据和云计算背景下的车路协同，能够在提升自动驾驶安全性的同时，有效降低附加传感器的成本。\n与此同时，各地在推动车路协同发展的过程中，通常会选择特定应用场景进行试点，在跑通模式后再向更广泛的用户群体推广，从而减少自动驾驶的安全风险和管理难度。\n以衡阳为例，当地政府与蘑菇车联达成合作后，首批落地的自动驾驶车辆覆盖旅游观光巴士、清扫车、巡逻车、微循环公交、快速路公交等，主要为当地市政、交通、环卫部门服务。这些车辆的运行时间、行驶路线和工作环境相对固定，利于交通大数据积累和机器学习，是较为理想的自动驾驶切入点。\n此外，作为合作方，蘑菇车联还需要负责“数字道路升级”，主要包括在路侧安装传感器和边缘计算设备，并进行云端算力和数据存储体系的搭建。在这套系统建成后，政府部门将能够实时监控交通状况，实现更精准的全局调度，优化城市出行。\n02\n除了各地政府不断增多的需求外，从长期盈利模型来看，自动驾驶公司也必须走“单车智能+车路协同”的发展路线。\n在当前技术水平下，一辆车要想具备L4以上级别的自动驾驶能力，通常需要搭载6~12枚高清摄像头、3~12枚毫米波雷达、3~5枚激光雷达，以及与之适配的专用计算芯片等，改装费用高昂。\n其中，激光雷达的单价约为5万元左右，占据成本大头。今年4月，北汽旗下的极狐与华为联手发布一款新车，搭载3枚激光雷达，据称可实现“高阶自动驾驶”，售价高达48万元。\n为了压缩成本、拉低售价，许多车企在发展自动驾驶技术时，选择了折中路线，取消了激光雷达，转而采用所谓纯视觉方案，高度依赖摄像头和软件算法。\n特斯拉是这套玩法的典型代表。\n但无论是毫米波雷达、激光雷达或高清摄像头，其搜集交通数据的能力会受到天气、光线、障碍物等因素的影响，而车载芯片在面临庞大数据量时，其算法并不足以保证时刻做出最准确的判断，安全隐患也就不可能消除。\n公开信息显示，2016年以来，特斯拉Autopilot自动驾驶辅助系统已经导致数十起车祸，造成10人死亡。调查发现，事故起因多与车辆在Autopilot模式下，无法识别交通锥、发光箭头板等路面固定障碍物有关。\n而在国内，类似功能导致的伤亡事故也并不鲜见。尤其是今年8月，一名车主在开启蔚来ES8的辅助驾驶功能后，发生撞车事故不幸身亡，进一步加重了外界对于自动驾驶“单车路线”的疑虑。\n在单车智能的框架内，车辆成本与安全性此消彼长，难以取得平衡，自动驾驶的商业模型也就无从谈起。而车路协同模式的优势是，\n它在单车智能的基础上增加了多重安全冗余，把一部分感知能力和计算能力分散到路侧和云端，从而在确保安全、降低成本的基础上，打开了新的商业化路径。\n在感知端，车路协同架构主要增加了路侧摄像头，可安装在路灯等公共设施上。由于架设位置高、采用俯视视角，路侧摄像头很少被障碍物遮挡，也不容易受到雨雪天气的干扰，能够更加准确和全面地采集路况信息。\n同时，车路协同架构会在道路两侧布设边缘计算设备，对实时数据进行分析加工后，再通过高速车联网传递到自动驾驶车辆。这就减轻了车辆自身的计算压力，缩小了数据传输和行为决策的延迟，并在无需增加硬件指标的情况下，让自动驾驶总算力大大提高。\n近期，蘑菇车联创始人兼CEO朱磊在接受访谈时表示，该公司的“单车智能+车路协同”的架构能够做到在100毫秒（0.1秒）内完成从路侧感知到车上决策的整套流程，而人类的反应时间约为500毫秒。这意味着，“单车智能+车路协同”下的自动驾驶安全性已经超过人类驾驶。\n根据蘑菇车联的计算，通过道路智能化改造，路端感知及云端感知将有效补充单车感知不足，单车的自动驾驶改造成本有望降低90%以上，从而大大降低购买门槛。\n同时，在政企合作框架下，智慧交通、车路协同的基础设施建设成本可由企业和政府共同承担，\n进一步缓解自动驾驶行业的盈利压力。未来，双方可按照“谁使用谁付费”的原则，向消费者及其他交通参与方收取服务费，培育持续稳定的收入来源。\n03\n对于自动驾驶企业而言，要想在政府主导的城市智慧交通项目中竞标成功，除了要看技术实力，还必须拿出符合当地需求的解决方案。\n百度、蘑菇车联等厂商采用了相对系统化的方案，把单车智能和车路协同打包为自动驾驶整体解决方案，直接提供给地方政府。\n这意味着，在自身单车智能技术过硬的前提下，企业还需要帮助城市做车路协同的数字道路升级，主要包括安装路侧传感器和计算设备；另一方面也需要提供自动驾驶车辆，特别是公交车、出租车、巡逻车、清扫车等市政公共服务车辆，并承担车队运营服务。这考验的是一家公司是否具有全栈技术和商业运营的综合能力。\n朱磊认为这种模式一旦成型，会“非常扎实”，运营模型也很健康，因而具有更强的可持续性。未来，这套系统还可以提供更多服务，包括车道级导航、车道级数字信息呈现等，甚至升级为整套的云服务，长远来看商业价值更大。\n通过与地方政府合作，国内自动驾驶企业得以跳出围绕C端用户打转、越做越赔钱的窠臼，站在城市发展的更高维度上，重新审视自身的价值定位和商业模型。这种模式上的优势，让中国企业有机会在商业化方面反超美国同行。\n创世伙伴资本主管合伙人周炜在接受访谈时表示，美国硅谷的传统科技公司喜欢等到技术高度成熟后，才把产品推向市场。中国公司在技术尚未成熟时，会通过变通或混血的方式，提前向市场提供商用服务，并通过快速迭代完善产品。这是两个国家创业文化的差异。\n“过去一定是硅谷的方法占优，但中国公司在商用化上会取得先机，也有极大可能最终实现技术上的反超。”周炜说，短时期内很难说谁对谁错，但一些新兴的硅谷公司已经在学习中国模式。他举例称，在自动驾驶领域，高速或L5级别的自动驾驶在短时间内不太容易大规模实现，但在一些特定领域是有机会的，比如半封闭路线、固定路线等。\n各地政府对于自动驾驶产业的青睐，无疑为中国企业的后来居上增添了筹码。相比之下，美国各州对于自动驾驶态度不一，基础建设缓慢。\n朱磊认为，“单车智能+车路协同”方案的成熟标志着自动驾驶2.0时代的开启。“这可能是几代人最大的时代机遇，会诞生一大批伟大公司，拥有自己的核心技术和商业能力。我们非常期待这一未来的科技变革。”他说。","news_type":1,"symbols_score_info":{"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":2392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850342429,"gmtCreate":1634560378806,"gmtModify":1634560903744,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"[爱你]&nbsp;","listText":"[爱你]&nbsp;","text":"[爱你]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850342429","repostId":"1126921416","repostType":4,"repost":{"id":"1126921416","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":1634306113,"share":"https://www.laohu8.com/m/news/1126921416?lang=zh_CN&edition=full","pubTime":"2021-10-15 21:55","market":"us","language":"en","title":"Crypto stocks jumped in morning trading<blockquote>加密货币股票早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126921416","media":"Tiger Newspress","summary":"Crypto stocks jumped in morning trading after bitcoin hitting $60,000 as investors eye first U.S. ET","content":"<p>Crypto stocks jumped in morning trading&nbsp;after&nbsp;bitcoin hitting $60,000 as investors eye first U.S. ETFs.Bit Digital,Bit Mining,Marathon Digital,SoS Ltd,Riot Blockchain,Coinbase,The9 and Canaan climbed between 2% and 8%.</p><p><blockquote>随着投资者首先关注美国ETF，比特币触及60,000美元后，加密货币股票在早盘交易中上涨。Bit Digital、Bit Mining、Marathon Digital、SoS Ltd、Riot Blockchain、Coinbase、第九城市和嘉楠耘智股价上涨2%至8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/11637edfa19a44b24ed7dcd77f7ba107\" tg-width=\"406\" tg-height=\"549\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Bitcoin hit a six-month high on Friday, approaching the record hit in April, as traders became increasingly confident that U.S. regulators would approve the launch of an exchange-traded fund based on its futures contracts.</p><p><blockquote>比特币周五触及六个月高位，逼近4月份触及的纪录，因交易员越来越有信心美国监管机构将批准推出基于其期货合约的交易所交易基金。</blockquote></p><p> The world’s biggest cryptocurrency rose more&nbsp;than&nbsp;4% to as high as $60000, its highest since mid-April. It has doubled in value this year and is near April’s record high of $64,895.</p><p><blockquote>全球最大的加密货币上涨超过4%，至60000美元，为4月中旬以来的最高水平。今年它的价值已经翻了一番，接近4月份64,895美元的历史新高。</blockquote></p><p> The U.S. Securities and Exchange Commission (SEC) is poised to allow the first U.S. bitcoin futures ETF to begin trading next week, Bloomberg News reported on Thursday, citing people familiar with the matter.</p><p><blockquote>据彭博新闻社周四援引知情人士报道，美国证券交易委员会(SEC)准备允许首只美国比特币期货ETF于下周开始交易。</blockquote></p><p> Ben Caselin, head of research and strategy at Asia-based cryptocurrency exchange AAX, said bitcoin’s spike above $59,000 wasn’t arbitrary and long-term investors had been accumulating it for a while.</p><p><blockquote>亚洲加密货币交易所AAX的研究和策略主管Ben Caselin表示，比特币飙升至59,000美元以上并不是任意的，长期投资者已经积累了一段时间。</blockquote></p><p> “It is widely expected that Q4 will see significant progress around a bitcoin ETF in the U.S.,” he said.</p><p><blockquote>“人们普遍预计第四季度美国比特币ETF将取得重大进展，”他表示。</blockquote></p><p> Friday’s moves were also spurred by a tweet from the SEC’s investor education office, he said.</p><p><blockquote>他表示，周五的举措也受到了美国证券交易委员会投资者教育办公室一条推文的推动。</blockquote></p><p> \"Before investing in a fund that holds Bitcoin futures contracts, make sure you carefully weigh the potential risks and benefits,\" the SEC tweet&nbsp;here&nbsp;stated.</p><p><blockquote>“在投资持有比特币期货合约的基金之前，请确保仔细权衡潜在的风险和收益，”美国证券交易委员会的推文称。</blockquote></p><p> Cryptocurrency investors have been waiting for news of approval of the country’s first bitcoin ETF, and some of bitcoin’s rally in recent months has been in anticipation of that move and how it could speed up its mainstream adoption and trading.</p><p><blockquote>加密货币投资者一直在等待该国首只比特币ETF获得批准的消息，比特币近几个月的反弹部分是出于对这一举措以及如何加速其主流采用和交易的预期。</blockquote></p><p> Several fund managers, including the VanEck Bitcoin Trust, ProShares, Invesco, Valkyrie and Galaxy Digital Funds have applied to launch bitcoin ETFs in the United States. Cryptocurrency ETFs have been launched this year in Canada and Europe.</p><p><blockquote>包括VanEck比特币信托基金、ProShares、Invesco、Valkyrie和Galaxy Digital Funds在内的多家基金管理公司已申请在美国推出比特币ETF。加密货币ETF今年已在加拿大和欧洲推出。</blockquote></p><p> SEC Chair Gary Gensler has previously said the crypto market involves many tokens which may be unregistered securities and leaves prices open to manipulation and millions of investors vulnerable to risks.</p><p><blockquote>SEC主席Gary Gensler此前曾表示，加密货币市场涉及许多代币，这些代币可能是未注册的证券，使价格容易受到操纵，数百万投资者容易受到风险的影响。</blockquote></p><p> The Bloomberg report said that the proposals by ProShares and Invesco are based on futures contracts and were filed under mutual fund rules that Gensler has said provide “significant investor protections”.</p><p><blockquote>彭博社的报道称，ProShares和Invesco的提议基于期货合约，并根据共同基金规则提交，Gensler称这些规则提供了“重要的投资者保护”。</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>Crypto stocks jumped in morning trading<blockquote>加密货币股票早盘上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrypto stocks jumped in morning trading<blockquote>加密货币股票早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-15 21:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Crypto stocks jumped in morning trading&nbsp;after&nbsp;bitcoin hitting $60,000 as investors eye first U.S. ETFs.Bit Digital,Bit Mining,Marathon Digital,SoS Ltd,Riot Blockchain,Coinbase,The9 and Canaan climbed between 2% and 8%.</p><p><blockquote>随着投资者首先关注美国ETF，比特币触及60,000美元后，加密货币股票在早盘交易中上涨。Bit Digital、Bit Mining、Marathon Digital、SoS Ltd、Riot Blockchain、Coinbase、第九城市和嘉楠耘智股价上涨2%至8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/11637edfa19a44b24ed7dcd77f7ba107\" tg-width=\"406\" tg-height=\"549\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Bitcoin hit a six-month high on Friday, approaching the record hit in April, as traders became increasingly confident that U.S. regulators would approve the launch of an exchange-traded fund based on its futures contracts.</p><p><blockquote>比特币周五触及六个月高位，逼近4月份触及的纪录，因交易员越来越有信心美国监管机构将批准推出基于其期货合约的交易所交易基金。</blockquote></p><p> The world’s biggest cryptocurrency rose more&nbsp;than&nbsp;4% to as high as $60000, its highest since mid-April. It has doubled in value this year and is near April’s record high of $64,895.</p><p><blockquote>全球最大的加密货币上涨超过4%，至60000美元，为4月中旬以来的最高水平。今年它的价值已经翻了一番，接近4月份64,895美元的历史新高。</blockquote></p><p> The U.S. Securities and Exchange Commission (SEC) is poised to allow the first U.S. bitcoin futures ETF to begin trading next week, Bloomberg News reported on Thursday, citing people familiar with the matter.</p><p><blockquote>据彭博新闻社周四援引知情人士报道，美国证券交易委员会(SEC)准备允许首只美国比特币期货ETF于下周开始交易。</blockquote></p><p> Ben Caselin, head of research and strategy at Asia-based cryptocurrency exchange AAX, said bitcoin’s spike above $59,000 wasn’t arbitrary and long-term investors had been accumulating it for a while.</p><p><blockquote>亚洲加密货币交易所AAX的研究和策略主管Ben Caselin表示，比特币飙升至59,000美元以上并不是任意的，长期投资者已经积累了一段时间。</blockquote></p><p> “It is widely expected that Q4 will see significant progress around a bitcoin ETF in the U.S.,” he said.</p><p><blockquote>“人们普遍预计第四季度美国比特币ETF将取得重大进展，”他表示。</blockquote></p><p> Friday’s moves were also spurred by a tweet from the SEC’s investor education office, he said.</p><p><blockquote>他表示，周五的举措也受到了美国证券交易委员会投资者教育办公室一条推文的推动。</blockquote></p><p> \"Before investing in a fund that holds Bitcoin futures contracts, make sure you carefully weigh the potential risks and benefits,\" the SEC tweet&nbsp;here&nbsp;stated.</p><p><blockquote>“在投资持有比特币期货合约的基金之前，请确保仔细权衡潜在的风险和收益，”美国证券交易委员会的推文称。</blockquote></p><p> Cryptocurrency investors have been waiting for news of approval of the country’s first bitcoin ETF, and some of bitcoin’s rally in recent months has been in anticipation of that move and how it could speed up its mainstream adoption and trading.</p><p><blockquote>加密货币投资者一直在等待该国首只比特币ETF获得批准的消息，比特币近几个月的反弹部分是出于对这一举措以及如何加速其主流采用和交易的预期。</blockquote></p><p> Several fund managers, including the VanEck Bitcoin Trust, ProShares, Invesco, Valkyrie and Galaxy Digital Funds have applied to launch bitcoin ETFs in the United States. Cryptocurrency ETFs have been launched this year in Canada and Europe.</p><p><blockquote>包括VanEck比特币信托基金、ProShares、Invesco、Valkyrie和Galaxy Digital Funds在内的多家基金管理公司已申请在美国推出比特币ETF。加密货币ETF今年已在加拿大和欧洲推出。</blockquote></p><p> SEC Chair Gary Gensler has previously said the crypto market involves many tokens which may be unregistered securities and leaves prices open to manipulation and millions of investors vulnerable to risks.</p><p><blockquote>SEC主席Gary Gensler此前曾表示，加密货币市场涉及许多代币，这些代币可能是未注册的证券，使价格容易受到操纵，数百万投资者容易受到风险的影响。</blockquote></p><p> The Bloomberg report said that the proposals by ProShares and Invesco are based on futures contracts and were filed under mutual fund rules that Gensler has said provide “significant investor protections”.</p><p><blockquote>彭博社的报道称，ProShares和Invesco的提议基于期货合约，并根据共同基金规则提交，Gensler称这些规则提供了“重要的投资者保护”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","RIOT":"Riot Platforms","MARA":"MARA Holdings","BTBT":"Bit Digital, Inc.","CAN":"嘉楠科技","SOS":"SOS Limited","NCTY":"第九城市"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126921416","content_text":"Crypto stocks jumped in morning trading after bitcoin hitting $60,000 as investors eye first U.S. ETFs.Bit Digital,Bit Mining,Marathon Digital,SoS Ltd,Riot Blockchain,Coinbase,The9 and Canaan climbed between 2% and 8%.\n\nBitcoin hit a six-month high on Friday, approaching the record hit in April, as traders became increasingly confident that U.S. regulators would approve the launch of an exchange-traded fund based on its futures contracts.\nThe world’s biggest cryptocurrency rose more than 4% to as high as $60000, its highest since mid-April. It has doubled in value this year and is near April’s record high of $64,895.\nThe U.S. Securities and Exchange Commission (SEC) is poised to allow the first U.S. bitcoin futures ETF to begin trading next week, Bloomberg News reported on Thursday, citing people familiar with the matter.\nBen Caselin, head of research and strategy at Asia-based cryptocurrency exchange AAX, said bitcoin’s spike above $59,000 wasn’t arbitrary and long-term investors had been accumulating it for a while.\n“It is widely expected that Q4 will see significant progress around a bitcoin ETF in the U.S.,” he said.\nFriday’s moves were also spurred by a tweet from the SEC’s investor education office, he said.\n\"Before investing in a fund that holds Bitcoin futures contracts, make sure you carefully weigh the potential risks and benefits,\" the SEC tweet here stated.\nCryptocurrency investors have been waiting for news of approval of the country’s first bitcoin ETF, and some of bitcoin’s rally in recent months has been in anticipation of that move and how it could speed up its mainstream adoption and trading.\nSeveral fund managers, including the VanEck Bitcoin Trust, ProShares, Invesco, Valkyrie and Galaxy Digital Funds have applied to launch bitcoin ETFs in the United States. Cryptocurrency ETFs have been launched this year in Canada and Europe.\nSEC Chair Gary Gensler has previously said the crypto market involves many tokens which may be unregistered securities and leaves prices open to manipulation and millions of investors vulnerable to risks.\nThe Bloomberg report said that the proposals by ProShares and Invesco are based on futures contracts and were filed under mutual fund rules that Gensler has said provide “significant investor protections”.","news_type":1,"symbols_score_info":{"BTCM":0.9,"COIN":0.9,"RIOT":0.9,"NCTY":0.9,"SOS":0.9,"MARA":0.9,"BTBT":0.9,"CAN":0.9}},"isVote":1,"tweetType":1,"viewCount":3724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827196017,"gmtCreate":1634430725088,"gmtModify":1634430725297,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"&nbsp;[开心]&nbsp;[财迷]&nbsp;[无语]&nbsp;","listText":"&nbsp;[开心]&nbsp;[财迷]&nbsp;[无语]&nbsp;","text":"[开心] [财迷] [无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827196017","repostId":"1163053361","repostType":4,"repost":{"id":"1163053361","kind":"news","pubTimestamp":1634310263,"share":"https://www.laohu8.com/m/news/1163053361?lang=zh_CN&edition=full","pubTime":"2021-10-15 23:04","market":"us","language":"en","title":"Apple: International Opportunity Is Huge<blockquote>苹果：国际机遇巨大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163053361","media":"Seeking Alpha","summary":"Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge str","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple is trading at lower multiples than its peers and the Nasdaq.</li>  <li>Apple is making huge strides in the European as well as international markets.</li>  <li>As iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果的市盈率低于同行和纳斯达克。</li><li>苹果在欧洲和国际市场上都取得了巨大的进步。</li><li>随着iPhone的销售，AirPods、苹果手表以及音乐和街机等苹果服务也将随之销售。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Thesis</b></p><p><blockquote><b>论文</b></blockquote></p><p> Apple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B)&nbsp;portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.</p><p><blockquote>苹果（AAPL）是全球市值最大的公司。虽然像苹果这样的大盘股通常接近公允价值，但苹果提出了令人信服的理由。沃伦·巴菲特可以说是有史以来最好的投资者，他将伯克希尔·哈撒韦公司(BRK.A)(BRK.B)投资组合的40%以上投资于苹果股票。所以我决定这里一定有一些价值主张。看了一遍之后，我得出了和沃伦·巴菲特一样的结论。苹果股票非常值得买入。</blockquote></p><p> Apple's potential on a global scale has not been adequately factored into the share price.</p><p><blockquote>苹果在全球范围内的潜力尚未充分纳入股价。</blockquote></p><p> <b>Current Valuation</b></p><p><blockquote><b>当前估值</b></blockquote></p><p> To understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.</p><p><blockquote>要了解某样东西是否被低估，我们首先需要了解它当前的估值。为此，我将将其与PE和P/FCF方面的一些类似股票进行简要比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3ac38cd59cd1890bbbab0bc6c0dee9d\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> As you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).</p><p><blockquote>正如您所看到的，苹果的市盈率和市盈率/自由现金流倍数低于类似公司微软（MSFT）和Alphabet（GOOGL）。它的市盈率也低于纳斯达克指数（29.25）。</blockquote></p><p> This establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.</p><p><blockquote>这表明苹果的估值并没有反映出他们在国际扩张中拥有的巨大机会。</blockquote></p><p> <b>Apple In The US</b></p><p><blockquote><b>美国的苹果</b></blockquote></p><p> If you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.</p><p><blockquote>如果你像我一样来自美国，似乎每个想要iPhone的人都有一部。很有可能你正在苹果标志性的有机发光二极管屏幕上阅读这篇文章。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e50a9091d291ea4b8efb3d37d00ad68\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：斯塔蒂斯塔</span></p></blockquote></p><p> Apple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.</p><p><blockquote>自2015年以来，苹果在美国的市场份额一直以低个位数百分比增长，目前2021年美国市场份额略低于50%。</blockquote></p><p> I see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.</p><p><blockquote>我看不出这种情况会发生重大变化的真正原因。就像我上面提到的，大多数想要iPhone的人已经拥有了一部。在处理如此高的市场份额时，很难增长，至少很难大幅增长。</blockquote></p><p> While I will not discuss this point in-depth, it is worth noting that in 2020, only about&nbsp;50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.</p><p><blockquote>虽然我不会深入讨论这一点，但值得注意的是，在2020年，他们只有约50%的收入来自iPhone，即使在美国，他们的配件和可穿戴设备也有相当大的增长空间。</blockquote></p><p> <b>The International Market</b></p><p><blockquote><b>国际市场</b></blockquote></p><p> This is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.</p><p><blockquote>这是我看到苹果巨大机会的地方。他们已经在扩大全球市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458c0f8e1a5cec6bdd874c1d7f9de7df\" tg-width=\"640\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> Over the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.</p><p><blockquote>在过去的5年里，AAPL的全球市场份额已经从十几岁/二十多岁上升到25%以上。苹果也接近超越三星成为全球市场份额的领导者，按照目前的速度，这种超越似乎将在未来12个月的某个时候发生。</blockquote></p><p> The upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.</p><p><blockquote>欧洲再次出现上升趋势。以下是AAPL过去5年的欧洲市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/581ba5b6950f54cb812ad7a9d0e4960e\" tg-width=\"640\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> In this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around&nbsp;741 million people, nearly&nbsp;2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.</p><p><blockquote>在这种情况下，苹果最近刚刚取代三星成为欧洲领先的智能手机供应商。欧洲拥有约7.41亿人口，几乎是美国人口的2倍，占据欧洲智能手机市场的大部分份额是巨大的。</blockquote></p><p> <b>What does that mean?</b></p><p><blockquote><b>那是什么意思？</b></blockquote></p><p> This is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.</p><p><blockquote>这只是一个开始，至少从销售的角度来看是这样。尽管控制着最大大陆之一的大部分份额，但苹果仅从欧洲获得了约1/4的总收入。</blockquote></p><p> One of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.</p><p><blockquote>苹果成为一家如此强大的公司的原因之一是，他们的iPhone本质上是一种“门户产品”。一旦你有了iPhone，你就被迫购买AirPods和苹果手表作为物理配件。苹果还提供iCloud照片存储、苹果音乐、苹果电视和苹果街机等等。</blockquote></p><p> The proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.</p><p><blockquote>iPhone在全球范围内的普及为苹果庞大的产品线打开了大门。投资者应该关注数字背后，认识到iPhone销量增长中蕴藏的真正机会范围。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p></p><p> Apple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.</p><p><blockquote>与竞争对手相比，苹果的估值相对被低估，以及在国际市场上的巨大进步，使其成为一项有吸引力的投资。随着iPhone销量的持续增长，配件也会迅速跟进。苹果已经过了在相对较短的时间内看到100%增长的阶段。这是一只您购买并持有多年的股票，如果您聪明的话，可以在此过程中出售担保评级。</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>Apple: International Opportunity Is Huge<blockquote>苹果：国际机遇巨大</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: International Opportunity Is Huge<blockquote>苹果：国际机遇巨大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-15 23:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple is trading at lower multiples than its peers and the Nasdaq.</li>  <li>Apple is making huge strides in the European as well as international markets.</li>  <li>As iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果的市盈率低于同行和纳斯达克。</li><li>苹果在欧洲和国际市场上都取得了巨大的进步。</li><li>随着iPhone的销售，AirPods、苹果手表以及音乐和街机等苹果服务也将随之销售。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Thesis</b></p><p><blockquote><b>论文</b></blockquote></p><p> Apple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B)&nbsp;portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.</p><p><blockquote>苹果（AAPL）是全球市值最大的公司。虽然像苹果这样的大盘股通常接近公允价值，但苹果提出了令人信服的理由。沃伦·巴菲特可以说是有史以来最好的投资者，他将伯克希尔·哈撒韦公司(BRK.A)(BRK.B)投资组合的40%以上投资于苹果股票。所以我决定这里一定有一些价值主张。看了一遍之后，我得出了和沃伦·巴菲特一样的结论。苹果股票非常值得买入。</blockquote></p><p> Apple's potential on a global scale has not been adequately factored into the share price.</p><p><blockquote>苹果在全球范围内的潜力尚未充分纳入股价。</blockquote></p><p> <b>Current Valuation</b></p><p><blockquote><b>当前估值</b></blockquote></p><p> To understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.</p><p><blockquote>要了解某样东西是否被低估，我们首先需要了解它当前的估值。为此，我将将其与PE和P/FCF方面的一些类似股票进行简要比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3ac38cd59cd1890bbbab0bc6c0dee9d\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> As you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).</p><p><blockquote>正如您所看到的，苹果的市盈率和市盈率/自由现金流倍数低于类似公司微软（MSFT）和Alphabet（GOOGL）。它的市盈率也低于纳斯达克指数（29.25）。</blockquote></p><p> This establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.</p><p><blockquote>这表明苹果的估值并没有反映出他们在国际扩张中拥有的巨大机会。</blockquote></p><p> <b>Apple In The US</b></p><p><blockquote><b>美国的苹果</b></blockquote></p><p> If you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.</p><p><blockquote>如果你像我一样来自美国，似乎每个想要iPhone的人都有一部。很有可能你正在苹果标志性的有机发光二极管屏幕上阅读这篇文章。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e50a9091d291ea4b8efb3d37d00ad68\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：斯塔蒂斯塔</span></p></blockquote></p><p> Apple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.</p><p><blockquote>自2015年以来，苹果在美国的市场份额一直以低个位数百分比增长，目前2021年美国市场份额略低于50%。</blockquote></p><p> I see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.</p><p><blockquote>我看不出这种情况会发生重大变化的真正原因。就像我上面提到的，大多数想要iPhone的人已经拥有了一部。在处理如此高的市场份额时，很难增长，至少很难大幅增长。</blockquote></p><p> While I will not discuss this point in-depth, it is worth noting that in 2020, only about&nbsp;50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.</p><p><blockquote>虽然我不会深入讨论这一点，但值得注意的是，在2020年，他们只有约50%的收入来自iPhone，即使在美国，他们的配件和可穿戴设备也有相当大的增长空间。</blockquote></p><p> <b>The International Market</b></p><p><blockquote><b>国际市场</b></blockquote></p><p> This is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.</p><p><blockquote>这是我看到苹果巨大机会的地方。他们已经在扩大全球市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458c0f8e1a5cec6bdd874c1d7f9de7df\" tg-width=\"640\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> Over the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.</p><p><blockquote>在过去的5年里，AAPL的全球市场份额已经从十几岁/二十多岁上升到25%以上。苹果也接近超越三星成为全球市场份额的领导者，按照目前的速度，这种超越似乎将在未来12个月的某个时候发生。</blockquote></p><p> The upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.</p><p><blockquote>欧洲再次出现上升趋势。以下是AAPL过去5年的欧洲市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/581ba5b6950f54cb812ad7a9d0e4960e\" tg-width=\"640\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> In this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around&nbsp;741 million people, nearly&nbsp;2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.</p><p><blockquote>在这种情况下，苹果最近刚刚取代三星成为欧洲领先的智能手机供应商。欧洲拥有约7.41亿人口，几乎是美国人口的2倍，占据欧洲智能手机市场的大部分份额是巨大的。</blockquote></p><p> <b>What does that mean?</b></p><p><blockquote><b>那是什么意思？</b></blockquote></p><p> This is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.</p><p><blockquote>这只是一个开始，至少从销售的角度来看是这样。尽管控制着最大大陆之一的大部分份额，但苹果仅从欧洲获得了约1/4的总收入。</blockquote></p><p> One of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.</p><p><blockquote>苹果成为一家如此强大的公司的原因之一是，他们的iPhone本质上是一种“门户产品”。一旦你有了iPhone，你就被迫购买AirPods和苹果手表作为物理配件。苹果还提供iCloud照片存储、苹果音乐、苹果电视和苹果街机等等。</blockquote></p><p> The proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.</p><p><blockquote>iPhone在全球范围内的普及为苹果庞大的产品线打开了大门。投资者应该关注数字背后，认识到iPhone销量增长中蕴藏的真正机会范围。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p></p><p> Apple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.</p><p><blockquote>与竞争对手相比，苹果的估值相对被低估，以及在国际市场上的巨大进步，使其成为一项有吸引力的投资。随着iPhone销量的持续增长，配件也会迅速跟进。苹果已经过了在相对较短的时间内看到100%增长的阶段。这是一只您购买并持有多年的股票，如果您聪明的话，可以在此过程中出售担保评级。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163053361","content_text":"Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge strides in the European as well as international markets.\nAs iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.\n\nNikada/iStock Unreleased via Getty Images\nThesis\nApple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B) portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.\nApple's potential on a global scale has not been adequately factored into the share price.\nCurrent Valuation\nTo understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.\nData by YCharts\nAs you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).\nThis establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.\nApple In The US\nIf you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.\nSource: Statista\nApple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.\nI see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.\nWhile I will not discuss this point in-depth, it is worth noting that in 2020, only about 50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.\nThe International Market\nThis is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.\nSource: Statcounter\nOver the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.\nThe upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.\nSource: Statcounter\nIn this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around 741 million people, nearly 2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.\nWhat does that mean?\nThis is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.\nOne of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.\nThe proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.\nConclusion\nApple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827198609,"gmtCreate":1634430685561,"gmtModify":1634430685751,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"[开心]&nbsp;[微笑]&nbsp;","listText":"[开心]&nbsp;[微笑]&nbsp;","text":"[开心] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827198609","repostId":"1108385230","repostType":4,"isVote":1,"tweetType":1,"viewCount":3775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816665678,"gmtCreate":1630497906794,"gmtModify":1633677661273,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816665678","repostId":"2164589215","repostType":4,"isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813314854,"gmtCreate":1630131072578,"gmtModify":1704956414302,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813314854","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":2088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813337071,"gmtCreate":1630130304793,"gmtModify":1704956399455,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"ya [Miser]&nbsp;","listText":"ya [Miser]&nbsp;","text":"ya [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813337071","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":2576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891473805,"gmtCreate":1628419676807,"gmtModify":1633747224141,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"买入！？！","listText":"买入！？！","text":"买入！？！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891473805","repostId":"1180529438","repostType":4,"repost":{"id":"1180529438","kind":"news","pubTimestamp":1628386129,"share":"https://www.laohu8.com/m/news/1180529438?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:28","market":"us","language":"en","title":"SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180529438","media":"Benzinga","summary":"The United States Securities and Exchange Commission  sued the organization responsible for the development of a decentralized finance  protocol over activities involved with the project for the first time.What Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purported","content":"<p><div> The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p><p><blockquote><div>美国证券交易委员会（SEC）就该项目涉及的活动起诉了负责开发分散金融（DeFi）协议的组织...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</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\">\nSEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-08-08 09:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p><p><blockquote><div>美国证券交易委员会（SEC）就该项目涉及的活动起诉了负责开发分散金融（DeFi）协议的组织...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180529438","content_text":"The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project for the first time.\nWhat Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purportedly sold over $30 million worth of two types of tokens that the SEC deemed to be securities that should have been registered as such.\nThe SEC notes that Blockchain Credit Partners founders Gregory Keough and Derek Acree will have to pay fines of $125,000 while the company itself also agreed to pay $12.8 million in disgorgement. The settlement does not indicate an admition or denial the accusations.\nNew Game, Old Rules?\nSEC Enforcement Director Gurbir Grewal explained that \"full and honest disclosure remains the cornerstone of our securities laws — no matter what technologies are used to offer and sell those securities.\" This comment makes it very clear that slapping the DeFi label on a project and hoping to avoid regulation this way works no better than calling it a \"utility token\" prevented falling under the SEC's scrutiny during 2017's initial coin offering craze.\nThe SEC is trying to send the clear rule that the new kind of financial organizations that operate on blockchains have to still play by the old rules that govern traditional finance. At the same time, market onlookers are not sure if the regulator is actually right.\nIn a way, it is a tour de force where the regulator wins every time it has a way to take enforcement action, but these new organizations potentially have a very real way to make enforcement impossible — or at the very least impractical. The only protection against enforcement by the SEC and other regulators is decentralization and the only reason why the SEC was able to act in this case is that a centralized organization such as Blockchain Credit Partners exists.\nWhat's Next:If no company exists and all that there is to a DeFi protocol is a set of smart contracts deployed on a blockchain by a group of anonymous developers scattered around the world there is very little that the SEC can do short of attacking the blockchain itself. This is where the decentralization of the underlying blockchain comes into play: will the regulators for instance be able to force Ethereum's (CRYPTO: ETH) core development team to write an update stopping such a project?\nIf the regulators would actually be able to force the blockchain's developers to write such an update, would node operators and miners or stakers adopt this software or would they refuse to? Such situations will be the real test of the decentralization and reliability of any blockchain that many are waiting to happen. Regulators are seeing power slipping away between their fingers like sand, and they are going to try to grab it.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":1821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891479887,"gmtCreate":1628419532949,"gmtModify":1633747225204,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"[Love&nbsp;you]&nbsp;[Love&nbsp;you]&nbsp;","listText":"[Love&nbsp;you]&nbsp;[Love&nbsp;you]&nbsp;","text":"[Love you] [Love you]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891479887","repostId":"2157490509","repostType":4,"isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891447723,"gmtCreate":1628419384762,"gmtModify":1633747226489,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891447723","repostId":"2157901414","repostType":4,"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808387834,"gmtCreate":1627557655528,"gmtModify":1633763831940,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/808387834","repostId":"2155904362","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808384158,"gmtCreate":1627557569274,"gmtModify":1633763832628,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"Good[Happy]&nbsp;","listText":"Good[Happy]&nbsp;","text":"Good[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808384158","repostId":"1114288519","repostType":4,"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800775322,"gmtCreate":1627336410966,"gmtModify":1633766117940,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800775322","repostId":"1151724613","repostType":4,"repost":{"id":"1151724613","kind":"news","pubTimestamp":1627292512,"share":"https://www.laohu8.com/m/news/1151724613?lang=zh_CN&edition=full","pubTime":"2021-07-26 17:41","market":"us","language":"en","title":"Tesla Reports Earnings Today. Here's What Matters Most.<blockquote>特斯拉今天公布财报。这是最重要的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151724613","media":"Barrons","summary":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe ","content":"<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p><p><blockquote>特斯拉将于周一公布第二季度收益。准备好一份非常复杂的报告。</blockquote></p><p> The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p><p><blockquote>这家电动汽车先驱将于7月26日星期一收盘后发布报告。FactSet的数据显示，华尔街预计特斯拉（股票代码：TSLA）的销售额为115亿美元，每股收益约为94美分。对于任何股票在财报后交易中保持稳定来说，超出分析师预期非常重要，几乎是必需的。特斯拉也是如此。</blockquote></p><p> There will be a lot of moving parts, however, even more than usual for the world’s most valuable&nbsp;car company&nbsp;and its iconoclast CEO&nbsp;Elon Musk.</p><p><blockquote>然而，对于这家世界上最有价值的汽车公司及其打破传统的首席执行官埃隆·马斯克来说，将会有很多活动部件，甚至比平时更多。</blockquote></p><p> Factors that will contribute to bottom-line earnings include the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p><p><blockquote>影响底线收益的因素包括全球半导体短缺、汽车定价、汽车毛利率以及特斯拉电池存储业务的盈利水平。然而，最终，投资者将希望看到营业利润创纪录——无论它如何发生。这可能会使股价突破近期区间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p><p><blockquote>特斯拉公布2020年第三季度营业利润超过8亿美元，该股在随后的三个月内上涨了一倍多，达到860美元左右。但由于随后几个季度营业利润增长基本暂停，股价最近已从约860美元跌至约640美元。利润停滞也意味着股票停滞。</blockquote></p><p> The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p><p><blockquote>对于特斯拉多头来说，好消息是华尔街预计将创下新纪录：在强劲交付的推动下，第二季度营业利润预计为8.35亿美元。2021年第二季度是特斯拉单季度交付量首次超过20万辆。</blockquote></p><p> After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p><p><blockquote>在盈利被消化后，多头和空头之间应该会对盈利质量争论不休。例如，特斯拉创造销售的一种方式是出售监管信用——它通过生产超过其公平份额的电动汽车来赚取监管信用。该公司第一季度信贷销售额为5.18亿美元，这帮助特斯拉超出了盈利预期。关于什么是“正常”的信贷销售金额以及这些销售何时会枯竭，一直存在争议。最终，多头和空头都预计其他汽车制造商将销售自己的电动汽车，从而切断特斯拉的收入来源。</blockquote></p><p> There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p><p><blockquote>还有比特币的问题。特斯拉第一季度比特币持有量小幅增长，但该加密货币的价格自4月份的峰值以来已下跌约一半。这意味着有可能会有一点损失。投资者的反应谁也说不准，但不要指望特斯拉会抛售其比特币头寸。马斯克继续表示，当比特币矿业使用更可持续的电力时，他的公司将以加密货币进行交易。</blockquote></p><p> Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p><p><blockquote>投资者还想知道特斯拉的新德国工厂和德克萨斯奥斯丁工厂何时开始交付汽车。奥斯丁工厂将生产特斯拉的Cybertruck。人们还可能会对特斯拉驾驶辅助功能的进步产生疑问——该公司最近开始以订阅形式销售其驾驶辅助软件——以及该公司可以从其充电网络中赚多少钱。马斯克本周在推特上表示，特斯拉将向其他电动汽车开放其充电网络。</blockquote></p><p> Those topics and more should be discussed on the earnings&nbsp;conference call&nbsp;scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p><p><blockquote>这些话题以及更多话题应该在定于下午5:30举行的收益电话会议上讨论。美国东部时间周一。今年迄今为止，特斯拉股价已下跌约9%，落后于标准普尔500指数和道琼斯工业平均指数分别17%和15%的涨幅。尽管如此，特斯拉股价仍表现强劲，在过去12个月内上涨了约112%。</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>Tesla Reports Earnings Today. Here's What Matters Most.<blockquote>特斯拉今天公布财报。这是最重要的。</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\">\nTesla Reports Earnings Today. Here's What Matters Most.<blockquote>特斯拉今天公布财报。这是最重要的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-26 17:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p><p><blockquote>特斯拉将于周一公布第二季度收益。准备好一份非常复杂的报告。</blockquote></p><p> The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p><p><blockquote>这家电动汽车先驱将于7月26日星期一收盘后发布报告。FactSet的数据显示，华尔街预计特斯拉（股票代码：TSLA）的销售额为115亿美元，每股收益约为94美分。对于任何股票在财报后交易中保持稳定来说，超出分析师预期非常重要，几乎是必需的。特斯拉也是如此。</blockquote></p><p> There will be a lot of moving parts, however, even more than usual for the world’s most valuable&nbsp;car company&nbsp;and its iconoclast CEO&nbsp;Elon Musk.</p><p><blockquote>然而，对于这家世界上最有价值的汽车公司及其打破传统的首席执行官埃隆·马斯克来说，将会有很多活动部件，甚至比平时更多。</blockquote></p><p> Factors that will contribute to bottom-line earnings include the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p><p><blockquote>影响底线收益的因素包括全球半导体短缺、汽车定价、汽车毛利率以及特斯拉电池存储业务的盈利水平。然而，最终，投资者将希望看到营业利润创纪录——无论它如何发生。这可能会使股价突破近期区间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p><p><blockquote>特斯拉公布2020年第三季度营业利润超过8亿美元，该股在随后的三个月内上涨了一倍多，达到860美元左右。但由于随后几个季度营业利润增长基本暂停，股价最近已从约860美元跌至约640美元。利润停滞也意味着股票停滞。</blockquote></p><p> The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p><p><blockquote>对于特斯拉多头来说，好消息是华尔街预计将创下新纪录：在强劲交付的推动下，第二季度营业利润预计为8.35亿美元。2021年第二季度是特斯拉单季度交付量首次超过20万辆。</blockquote></p><p> After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p><p><blockquote>在盈利被消化后，多头和空头之间应该会对盈利质量争论不休。例如，特斯拉创造销售的一种方式是出售监管信用——它通过生产超过其公平份额的电动汽车来赚取监管信用。该公司第一季度信贷销售额为5.18亿美元，这帮助特斯拉超出了盈利预期。关于什么是“正常”的信贷销售金额以及这些销售何时会枯竭，一直存在争议。最终，多头和空头都预计其他汽车制造商将销售自己的电动汽车，从而切断特斯拉的收入来源。</blockquote></p><p> There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p><p><blockquote>还有比特币的问题。特斯拉第一季度比特币持有量小幅增长，但该加密货币的价格自4月份的峰值以来已下跌约一半。这意味着有可能会有一点损失。投资者的反应谁也说不准，但不要指望特斯拉会抛售其比特币头寸。马斯克继续表示，当比特币矿业使用更可持续的电力时，他的公司将以加密货币进行交易。</blockquote></p><p> Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p><p><blockquote>投资者还想知道特斯拉的新德国工厂和德克萨斯奥斯丁工厂何时开始交付汽车。奥斯丁工厂将生产特斯拉的Cybertruck。人们还可能会对特斯拉驾驶辅助功能的进步产生疑问——该公司最近开始以订阅形式销售其驾驶辅助软件——以及该公司可以从其充电网络中赚多少钱。马斯克本周在推特上表示，特斯拉将向其他电动汽车开放其充电网络。</blockquote></p><p> Those topics and more should be discussed on the earnings&nbsp;conference call&nbsp;scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p><p><blockquote>这些话题以及更多话题应该在定于下午5:30举行的收益电话会议上讨论。美国东部时间周一。今年迄今为止，特斯拉股价已下跌约9%，落后于标准普尔500指数和道琼斯工业平均指数分别17%和15%的涨幅。尽管如此，特斯拉股价仍表现强劲，在过去12个月内上涨了约112%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3\">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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151724613","content_text":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.\nFactors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nThose topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800776151,"gmtCreate":1627336240173,"gmtModify":1633766119128,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"good&nbsp;","listText":"good&nbsp;","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800776151","repostId":"1100647798","repostType":4,"repost":{"id":"1100647798","kind":"news","pubTimestamp":1627313442,"share":"https://www.laohu8.com/m/news/1100647798?lang=zh_CN&edition=full","pubTime":"2021-07-26 23:30","market":"us","language":"en","title":"Apple Earnings Face High Expectations<blockquote>苹果盈利面临高预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100647798","media":"seekingalpha","summary":"After the bell on Tuesday, we'll receive fiscal third quarter results from technology giant Apple  for its June ending period. With the company's previous two quarterly earnings reports smashing street estimates, it's not really a surprise that expectations have continued to rise. With shares rallying in recent weeks to new all-time highs, another strong report will likely be needed to keep things going.I'm sure analysts will also be looking to see how Apple has navigated the chip shortage as we","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Shares go into report near all-time high.</li>  <li>Estimates surge after two massive beats.</li>  <li>Timing of product launches will shift revenue picture.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>股价接近历史新高。</li><li>两次大幅上涨后，预估值飙升。</li><li>产品发布的时间将改变收入状况。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> After the bell on Tuesday, we'll receive fiscal third quarter results from technology giant Apple (AAPL) for its June ending period. With the company's previous two quarterly earnings reports smashing street estimates, it's not really a surprise that expectations have continued to rise. With shares rallying in recent weeks to new all-time highs, another strong report will likely be needed to keep things going.</p><p><blockquote>周二盘后，我们将收到科技巨头苹果(AAPL)截至6月底的第三财季业绩。由于该公司前两个季度的收益报告超出了华尔街的预期，预期持续上升也就不足为奇了。随着最近几周股价上涨至历史新高，可能需要另一份强劲的报告来维持局面。</blockquote></p><p> For the first half of fiscal 2021, Apple's revenues have beaten street estimates by an average of $10.25 billion per quarter. The fiscal Q3&nbsp;current average estimate&nbsp;is $73.44 billion, which would represent growth of more than 23% from the year-ago period. It's quite impressive that the current average is up more than $13 billion over the past year. On the bottom line, the street is looking for $1.01, growth of more than 56%. In the table below, you can see some Q3 key financial items for the past two years, with the current estimates for this year's period in yellow. Dollar values are millions except per share amounts.</p><p><blockquote>2021财年上半年，苹果的收入平均每季度超出华尔街预期102.5亿美元。第三财季目前的平均预期为734.4亿美元，比去年同期增长23%以上。令人印象深刻的是，目前的平均水平在过去一年中增长了超过130亿美元。从底线来看，华尔街的目标是1.01美元，增长超过56%。在下表中，您可以看到过去两年第三季度的一些关键财务项目，今年同期的当前估计为黄色。除每股金额外，美元价值为数百万。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df8630a7ef0be70113aeac0d50265a57\" tg-width=\"476\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>(*Numbers estimated based on last year's split. Actual numbers to come from the company. Source: Fiscal Q3 2020 report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（*根据去年的拆分估算的数字。实际数字来自公司。资料来源：2020财年第三季度报告）</span></p></blockquote></p><p> Apple is comingoff arguably&nbsp;its best quarter ever. Revenues for the iPhone were up more than 65.5% over the prior-year period, with the Mac up more than 70% and iPad up nearly 79%. Fiscal Q2 overall revenue growth was nearly 54%, so this time around we're looking for about 40% of that figure. Don't forget, on the&nbsp;Q2 conference call, management talked about a $3 billion to $4 billion revenue hit in the June period from supply constraints.</p><p><blockquote>苹果可以说是有史以来最好的季度。iPhone的收入同比增长超过65.5%，Mac增长超过70%，iPad增长近79%。第二财季整体收入增长近54%，因此这次我们预计这一数字的40%左右。别忘了，在第二季度电话会议上，管理层谈到6月份期间供应限制导致收入损失30亿至40亿美元。</blockquote></p><p> I'm most curious to see how the iPhone does this time around, as it appears that the 5G supercycle seems to be going pretty well. This year, however, most expectations are that the smartphone will return to its usual September launch period, meaning new phone revenues would be generated in fiscal Q4 again. Last year's coronavirus delayed launch meant sales didn't start until well into October and even November for some models, completely changing the sales trajectory for Apple's current fiscal year. This year's launch isn't expected to see a major upgrade to the phone line itself, so demand trends will probably be more dependent on how many consumers are upgrading to 5G rather than switching to iPhones.</p><p><blockquote>我最好奇的是这一次iPhone的表现如何，因为5G超级周期似乎进展顺利。然而，今年，大多数人预计智能手机将回到通常的9月发布期，这意味着新手机收入将在第四财季再次产生。去年的冠状病毒推迟了上市，这意味着某些车型直到10月甚至11月才开始销售，这完全改变了苹果本财年的销售轨迹。今年的发布预计不会对电话线本身进行重大升级，因此需求趋势可能更多地取决于有多少消费者升级到5G，而不是转向iPhone。</blockquote></p><p> I'm sure analysts will also be looking to see how Apple has navigated the chip shortage as well as soaring commodity prices. I don't think we will see a repeat of the 575 basis point increase in product gross margins that Q2 saw this time around, but the iPhone 12 line should still provide a nice year-over-year boost. In the long run, investors will look at growing services margins helping the gross margin percentage overall, but don't forget that the services side of the business has a lot of its expenses on the operating line.</p><p><blockquote>我相信分析师也将关注苹果如何应对芯片短缺和大宗商品价格飙升的问题。我认为我们不会看到第二季度产品毛利率增长575个基点的重演，但iPhone 12系列仍然应该会带来不错的同比增长。从长远来看，投资者将关注不断增长的服务利润率，以帮助提高整体毛利率，但不要忘记，业务的服务方面在运营方面有大量费用。</blockquote></p><p> For the stock to stay elevated, management is going to need to show that work from home and stimulus money tailwinds are still ongoing. As I discussed in&nbsp;a previous article, estimates call for Apple to see quarterly revenues decline for its March 2022 fiscal period, as the company laps very high previous year bars. While that might bring out some of the bears again, the long-term trajectory still seems positive. Current estimates call for $355 billion in total revenue during this fiscal year with Apple adding another $50 billion to that total over the next three years.</p><p><blockquote>为了使股价保持高位，管理层需要证明在家工作和刺激资金的顺风仍在持续。正如我在上一篇文章中讨论的那样，看涨期权预计苹果2022年3月财年的季度收入将下降，因为该公司去年的收入水平非常高。虽然这可能会再次引发一些空头，但长期轨迹似乎仍然是积极的。目前估计看涨期权本财年的总收入为3550亿美元，苹果将在未来三年内再增加500亿美元。</blockquote></p><p> I hope that management took advantage of the weakness in Apple shares during the quarter for its buyback. Even though the company is spending $20 billion or so every three months, that money doesn't go as far as $145 as it does at $125, obviously. Less shares repurchased means less of an earnings per share benefit, and lower long-term dividend raises. The good news is that Apple is on its way towards $100 billion a year in free cash flow, so investors don't need to worry about capital returns slowing down anytime soon.</p><p><blockquote>我希望管理层利用本季度苹果股价疲软的机会进行回购。尽管该公司每三个月花费200亿美元左右，但这笔钱显然不会像125美元那样达到145美元。回购的股票越少意味着每股收益收益越少，长期股息提高也越低。好消息是，苹果的自由现金流即将达到每年1000亿美元，因此投资者无需担心资本回报会很快放缓。</blockquote></p><p></p><p> The major issue for Apple right now is valuation. Shares finished last week trading at 33.4 times their trailing twelve-month earnings. That's basically double the mid-teens numbers from a couple of years ago, helped a lot by easy-money policies around the globe. My current price target of $162 is based on a 30X multiple of $5.40 in EPS for the September 2022 period. That number, however, assumes that the Fed and other central banks will remain fairly accommodative through most of next year. If we start to get a lot of tapering and or rate hikes earlier than expected, the overall market is likely to feel some pain, and I don't see how Apple would be immune from that.</p><p><blockquote>苹果目前的主要问题是估值。上周股价是过去12个月市盈率的33.4倍。这基本上是几年前青少年人数的两倍，这在很大程度上得益于全球宽松货币政策。我目前162美元的目标价是基于2022年9月期间每股收益5.40美元的30倍。然而，这个数字是假设美联储和其他央行在明年大部分时间里将保持相当宽松的政策。如果我们比预期更早地开始大量缩减和/或加息，整个市场可能会感到一些痛苦，我看不出苹果会如何免受此影响。</blockquote></p><p> A strong report from Apple could easily help shares to rise to a new all-time high. But just to play devil's advocate for a minute, what if there is a disappointment or a \"buy the rumor, sell the news\" reaction? Well, shares are quite a bit above their key moving averages as seen in the chart below (50-day in purple, 200-day in orange). As long as Apple can hold the shorter-term trend line, that rising technical level should be one of support. The stock has been able to hold the long-term trend line for quite a while, so I don't see any more than about 14% downside in the near term unless we get a major market pullback.</p><p><blockquote>苹果的强劲报告很容易帮助股价升至历史新高。但只是为了唱反调一分钟，如果出现失望或“买入谣言，卖出新闻”的反应怎么办？嗯，股价远高于其关键移动平均线，如下图所示（紫色为50日，橙色为200日）。只要苹果能够守住短期趋势线，上涨的技术水平应该是支撑之一。该股已经能够在相当长一段时间内保持长期趋势线，因此我认为短期内的下跌幅度不会超过14%左右，除非市场出现重大回调。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc37ee144edb22fd36fcd15cf5fc3470\" tg-width=\"640\" tg-height=\"273\" width=\"100%\" height=\"auto\"><span>(Source: Yahoo! Finance)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：雅虎财经）</span></p></blockquote></p><p> In the end, expectations for Apple are very high as earnings approach this week. Two massive quarterly beats have sent estimates through the roof, and the stock has recently run to a new all-time high. The market will be looking for signs that the iPhone supercycle has continued while work from home tailwinds have not subsided just yet. Investors hoping that this rally can continue will need to see a strong report, with management hopefully painting a bright sales picture for upcoming fall product launches.</p><p><blockquote>最后，随着本周财报的临近，人们对苹果的期望非常高。两个巨大的季度业绩超出了预期，该股最近创下了历史新高。市场将寻找iPhone超级周期仍在继续的迹象，而在家工作的顺风尚未消退。希望这种涨势能够持续下去的投资者需要看到一份强劲的报告，管理层希望为即将到来的秋季产品发布描绘一幅光明的销售图景。</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>Apple Earnings Face High Expectations<blockquote>苹果盈利面临高预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Earnings Face High Expectations<blockquote>苹果盈利面临高预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-26 23:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Shares go into report near all-time high.</li>  <li>Estimates surge after two massive beats.</li>  <li>Timing of product launches will shift revenue picture.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>股价接近历史新高。</li><li>两次大幅上涨后，预估值飙升。</li><li>产品发布的时间将改变收入状况。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> After the bell on Tuesday, we'll receive fiscal third quarter results from technology giant Apple (AAPL) for its June ending period. With the company's previous two quarterly earnings reports smashing street estimates, it's not really a surprise that expectations have continued to rise. With shares rallying in recent weeks to new all-time highs, another strong report will likely be needed to keep things going.</p><p><blockquote>周二盘后，我们将收到科技巨头苹果(AAPL)截至6月底的第三财季业绩。由于该公司前两个季度的收益报告超出了华尔街的预期，预期持续上升也就不足为奇了。随着最近几周股价上涨至历史新高，可能需要另一份强劲的报告来维持局面。</blockquote></p><p> For the first half of fiscal 2021, Apple's revenues have beaten street estimates by an average of $10.25 billion per quarter. The fiscal Q3&nbsp;current average estimate&nbsp;is $73.44 billion, which would represent growth of more than 23% from the year-ago period. It's quite impressive that the current average is up more than $13 billion over the past year. On the bottom line, the street is looking for $1.01, growth of more than 56%. In the table below, you can see some Q3 key financial items for the past two years, with the current estimates for this year's period in yellow. Dollar values are millions except per share amounts.</p><p><blockquote>2021财年上半年，苹果的收入平均每季度超出华尔街预期102.5亿美元。第三财季目前的平均预期为734.4亿美元，比去年同期增长23%以上。令人印象深刻的是，目前的平均水平在过去一年中增长了超过130亿美元。从底线来看，华尔街的目标是1.01美元，增长超过56%。在下表中，您可以看到过去两年第三季度的一些关键财务项目，今年同期的当前估计为黄色。除每股金额外，美元价值为数百万。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df8630a7ef0be70113aeac0d50265a57\" tg-width=\"476\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>(*Numbers estimated based on last year's split. Actual numbers to come from the company. Source: Fiscal Q3 2020 report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（*根据去年的拆分估算的数字。实际数字来自公司。资料来源：2020财年第三季度报告）</span></p></blockquote></p><p> Apple is comingoff arguably&nbsp;its best quarter ever. Revenues for the iPhone were up more than 65.5% over the prior-year period, with the Mac up more than 70% and iPad up nearly 79%. Fiscal Q2 overall revenue growth was nearly 54%, so this time around we're looking for about 40% of that figure. Don't forget, on the&nbsp;Q2 conference call, management talked about a $3 billion to $4 billion revenue hit in the June period from supply constraints.</p><p><blockquote>苹果可以说是有史以来最好的季度。iPhone的收入同比增长超过65.5%，Mac增长超过70%，iPad增长近79%。第二财季整体收入增长近54%，因此这次我们预计这一数字的40%左右。别忘了，在第二季度电话会议上，管理层谈到6月份期间供应限制导致收入损失30亿至40亿美元。</blockquote></p><p> I'm most curious to see how the iPhone does this time around, as it appears that the 5G supercycle seems to be going pretty well. This year, however, most expectations are that the smartphone will return to its usual September launch period, meaning new phone revenues would be generated in fiscal Q4 again. Last year's coronavirus delayed launch meant sales didn't start until well into October and even November for some models, completely changing the sales trajectory for Apple's current fiscal year. This year's launch isn't expected to see a major upgrade to the phone line itself, so demand trends will probably be more dependent on how many consumers are upgrading to 5G rather than switching to iPhones.</p><p><blockquote>我最好奇的是这一次iPhone的表现如何，因为5G超级周期似乎进展顺利。然而，今年，大多数人预计智能手机将回到通常的9月发布期，这意味着新手机收入将在第四财季再次产生。去年的冠状病毒推迟了上市，这意味着某些车型直到10月甚至11月才开始销售，这完全改变了苹果本财年的销售轨迹。今年的发布预计不会对电话线本身进行重大升级，因此需求趋势可能更多地取决于有多少消费者升级到5G，而不是转向iPhone。</blockquote></p><p> I'm sure analysts will also be looking to see how Apple has navigated the chip shortage as well as soaring commodity prices. I don't think we will see a repeat of the 575 basis point increase in product gross margins that Q2 saw this time around, but the iPhone 12 line should still provide a nice year-over-year boost. In the long run, investors will look at growing services margins helping the gross margin percentage overall, but don't forget that the services side of the business has a lot of its expenses on the operating line.</p><p><blockquote>我相信分析师也将关注苹果如何应对芯片短缺和大宗商品价格飙升的问题。我认为我们不会看到第二季度产品毛利率增长575个基点的重演，但iPhone 12系列仍然应该会带来不错的同比增长。从长远来看，投资者将关注不断增长的服务利润率，以帮助提高整体毛利率，但不要忘记，业务的服务方面在运营方面有大量费用。</blockquote></p><p> For the stock to stay elevated, management is going to need to show that work from home and stimulus money tailwinds are still ongoing. As I discussed in&nbsp;a previous article, estimates call for Apple to see quarterly revenues decline for its March 2022 fiscal period, as the company laps very high previous year bars. While that might bring out some of the bears again, the long-term trajectory still seems positive. Current estimates call for $355 billion in total revenue during this fiscal year with Apple adding another $50 billion to that total over the next three years.</p><p><blockquote>为了使股价保持高位，管理层需要证明在家工作和刺激资金的顺风仍在持续。正如我在上一篇文章中讨论的那样，看涨期权预计苹果2022年3月财年的季度收入将下降，因为该公司去年的收入水平非常高。虽然这可能会再次引发一些空头，但长期轨迹似乎仍然是积极的。目前估计看涨期权本财年的总收入为3550亿美元，苹果将在未来三年内再增加500亿美元。</blockquote></p><p> I hope that management took advantage of the weakness in Apple shares during the quarter for its buyback. Even though the company is spending $20 billion or so every three months, that money doesn't go as far as $145 as it does at $125, obviously. Less shares repurchased means less of an earnings per share benefit, and lower long-term dividend raises. The good news is that Apple is on its way towards $100 billion a year in free cash flow, so investors don't need to worry about capital returns slowing down anytime soon.</p><p><blockquote>我希望管理层利用本季度苹果股价疲软的机会进行回购。尽管该公司每三个月花费200亿美元左右，但这笔钱显然不会像125美元那样达到145美元。回购的股票越少意味着每股收益收益越少，长期股息提高也越低。好消息是，苹果的自由现金流即将达到每年1000亿美元，因此投资者无需担心资本回报会很快放缓。</blockquote></p><p></p><p> The major issue for Apple right now is valuation. Shares finished last week trading at 33.4 times their trailing twelve-month earnings. That's basically double the mid-teens numbers from a couple of years ago, helped a lot by easy-money policies around the globe. My current price target of $162 is based on a 30X multiple of $5.40 in EPS for the September 2022 period. That number, however, assumes that the Fed and other central banks will remain fairly accommodative through most of next year. If we start to get a lot of tapering and or rate hikes earlier than expected, the overall market is likely to feel some pain, and I don't see how Apple would be immune from that.</p><p><blockquote>苹果目前的主要问题是估值。上周股价是过去12个月市盈率的33.4倍。这基本上是几年前青少年人数的两倍，这在很大程度上得益于全球宽松货币政策。我目前162美元的目标价是基于2022年9月期间每股收益5.40美元的30倍。然而，这个数字是假设美联储和其他央行在明年大部分时间里将保持相当宽松的政策。如果我们比预期更早地开始大量缩减和/或加息，整个市场可能会感到一些痛苦，我看不出苹果会如何免受此影响。</blockquote></p><p> A strong report from Apple could easily help shares to rise to a new all-time high. But just to play devil's advocate for a minute, what if there is a disappointment or a \"buy the rumor, sell the news\" reaction? Well, shares are quite a bit above their key moving averages as seen in the chart below (50-day in purple, 200-day in orange). As long as Apple can hold the shorter-term trend line, that rising technical level should be one of support. The stock has been able to hold the long-term trend line for quite a while, so I don't see any more than about 14% downside in the near term unless we get a major market pullback.</p><p><blockquote>苹果的强劲报告很容易帮助股价升至历史新高。但只是为了唱反调一分钟，如果出现失望或“买入谣言，卖出新闻”的反应怎么办？嗯，股价远高于其关键移动平均线，如下图所示（紫色为50日，橙色为200日）。只要苹果能够守住短期趋势线，上涨的技术水平应该是支撑之一。该股已经能够在相当长一段时间内保持长期趋势线，因此我认为短期内的下跌幅度不会超过14%左右，除非市场出现重大回调。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc37ee144edb22fd36fcd15cf5fc3470\" tg-width=\"640\" tg-height=\"273\" width=\"100%\" height=\"auto\"><span>(Source: Yahoo! Finance)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：雅虎财经）</span></p></blockquote></p><p> In the end, expectations for Apple are very high as earnings approach this week. Two massive quarterly beats have sent estimates through the roof, and the stock has recently run to a new all-time high. The market will be looking for signs that the iPhone supercycle has continued while work from home tailwinds have not subsided just yet. Investors hoping that this rally can continue will need to see a strong report, with management hopefully painting a bright sales picture for upcoming fall product launches.</p><p><blockquote>最后，随着本周财报的临近，人们对苹果的期望非常高。两个巨大的季度业绩超出了预期，该股最近创下了历史新高。市场将寻找iPhone超级周期仍在继续的迹象，而在家工作的顺风尚未消退。希望这种涨势能够持续下去的投资者需要看到一份强劲的报告，管理层希望为即将到来的秋季产品发布描绘一幅光明的销售图景。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4441375-apple-earnings-face-high-expectations\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4441375-apple-earnings-face-high-expectations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100647798","content_text":"Summary\n\nShares go into report near all-time high.\nEstimates surge after two massive beats.\nTiming of product launches will shift revenue picture.\n\nNikada/iStock Unreleased via Getty Images\nAfter the bell on Tuesday, we'll receive fiscal third quarter results from technology giant Apple (AAPL) for its June ending period. With the company's previous two quarterly earnings reports smashing street estimates, it's not really a surprise that expectations have continued to rise. With shares rallying in recent weeks to new all-time highs, another strong report will likely be needed to keep things going.\nFor the first half of fiscal 2021, Apple's revenues have beaten street estimates by an average of $10.25 billion per quarter. The fiscal Q3 current average estimate is $73.44 billion, which would represent growth of more than 23% from the year-ago period. It's quite impressive that the current average is up more than $13 billion over the past year. On the bottom line, the street is looking for $1.01, growth of more than 56%. In the table below, you can see some Q3 key financial items for the past two years, with the current estimates for this year's period in yellow. Dollar values are millions except per share amounts.\n(*Numbers estimated based on last year's split. Actual numbers to come from the company. Source: Fiscal Q3 2020 report)\nApple is comingoff arguably its best quarter ever. Revenues for the iPhone were up more than 65.5% over the prior-year period, with the Mac up more than 70% and iPad up nearly 79%. Fiscal Q2 overall revenue growth was nearly 54%, so this time around we're looking for about 40% of that figure. Don't forget, on the Q2 conference call, management talked about a $3 billion to $4 billion revenue hit in the June period from supply constraints.\nI'm most curious to see how the iPhone does this time around, as it appears that the 5G supercycle seems to be going pretty well. This year, however, most expectations are that the smartphone will return to its usual September launch period, meaning new phone revenues would be generated in fiscal Q4 again. Last year's coronavirus delayed launch meant sales didn't start until well into October and even November for some models, completely changing the sales trajectory for Apple's current fiscal year. This year's launch isn't expected to see a major upgrade to the phone line itself, so demand trends will probably be more dependent on how many consumers are upgrading to 5G rather than switching to iPhones.\nI'm sure analysts will also be looking to see how Apple has navigated the chip shortage as well as soaring commodity prices. I don't think we will see a repeat of the 575 basis point increase in product gross margins that Q2 saw this time around, but the iPhone 12 line should still provide a nice year-over-year boost. In the long run, investors will look at growing services margins helping the gross margin percentage overall, but don't forget that the services side of the business has a lot of its expenses on the operating line.\nFor the stock to stay elevated, management is going to need to show that work from home and stimulus money tailwinds are still ongoing. As I discussed in a previous article, estimates call for Apple to see quarterly revenues decline for its March 2022 fiscal period, as the company laps very high previous year bars. While that might bring out some of the bears again, the long-term trajectory still seems positive. Current estimates call for $355 billion in total revenue during this fiscal year with Apple adding another $50 billion to that total over the next three years.\nI hope that management took advantage of the weakness in Apple shares during the quarter for its buyback. Even though the company is spending $20 billion or so every three months, that money doesn't go as far as $145 as it does at $125, obviously. Less shares repurchased means less of an earnings per share benefit, and lower long-term dividend raises. The good news is that Apple is on its way towards $100 billion a year in free cash flow, so investors don't need to worry about capital returns slowing down anytime soon.\nThe major issue for Apple right now is valuation. Shares finished last week trading at 33.4 times their trailing twelve-month earnings. That's basically double the mid-teens numbers from a couple of years ago, helped a lot by easy-money policies around the globe. My current price target of $162 is based on a 30X multiple of $5.40 in EPS for the September 2022 period. That number, however, assumes that the Fed and other central banks will remain fairly accommodative through most of next year. If we start to get a lot of tapering and or rate hikes earlier than expected, the overall market is likely to feel some pain, and I don't see how Apple would be immune from that.\nA strong report from Apple could easily help shares to rise to a new all-time high. But just to play devil's advocate for a minute, what if there is a disappointment or a \"buy the rumor, sell the news\" reaction? Well, shares are quite a bit above their key moving averages as seen in the chart below (50-day in purple, 200-day in orange). As long as Apple can hold the shorter-term trend line, that rising technical level should be one of support. The stock has been able to hold the long-term trend line for quite a while, so I don't see any more than about 14% downside in the near term unless we get a major market pullback.\n(Source: Yahoo! Finance)\nIn the end, expectations for Apple are very high as earnings approach this week. Two massive quarterly beats have sent estimates through the roof, and the stock has recently run to a new all-time high. The market will be looking for signs that the iPhone supercycle has continued while work from home tailwinds have not subsided just yet. Investors hoping that this rally can continue will need to see a strong report, with management hopefully painting a bright sales picture for upcoming fall product launches.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144990872,"gmtCreate":1626258657796,"gmtModify":1633928571262,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"&nbsp;[Speechless]&nbsp;[Speechless]&nbsp;[Speechless]&nbsp;","listText":"&nbsp;[Speechless]&nbsp;[Speechless]&nbsp;[Speechless]&nbsp;","text":"[Speechless] [Speechless] [Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144990872","repostId":"2151307518","repostType":4,"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149905829,"gmtCreate":1625699654461,"gmtModify":1633938338392,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"[Cry]&nbsp;[Cry]&nbsp;","listText":"[Cry]&nbsp;[Cry]&nbsp;","text":"[Cry] [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/149905829","repostId":"1128740137","repostType":4,"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152258004,"gmtCreate":1625300650408,"gmtModify":1633941598423,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"Hold and great&nbsp;for Long term investment","listText":"Hold and great&nbsp;for Long term investment","text":"Hold and great for Long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152258004","repostId":"1130764181","repostType":4,"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":816665678,"gmtCreate":1630497906794,"gmtModify":1633677661273,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816665678","repostId":"2164589215","repostType":4,"isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808387834,"gmtCreate":1627557655528,"gmtModify":1633763831940,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/808387834","repostId":"2155904362","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891473805,"gmtCreate":1628419676807,"gmtModify":1633747224141,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"买入！？！","listText":"买入！？！","text":"买入！？！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891473805","repostId":"1180529438","repostType":4,"repost":{"id":"1180529438","kind":"news","pubTimestamp":1628386129,"share":"https://www.laohu8.com/m/news/1180529438?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:28","market":"us","language":"en","title":"SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180529438","media":"Benzinga","summary":"The United States Securities and Exchange Commission  sued the organization responsible for the development of a decentralized finance  protocol over activities involved with the project for the first time.What Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purported","content":"<p><div> The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p><p><blockquote><div>美国证券交易委员会（SEC）就该项目涉及的活动起诉了负责开发分散金融（DeFi）协议的组织...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</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\">\nSEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-08-08 09:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p><p><blockquote><div>美国证券交易委员会（SEC）就该项目涉及的活动起诉了负责开发分散金融（DeFi）协议的组织...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180529438","content_text":"The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project for the first time.\nWhat Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purportedly sold over $30 million worth of two types of tokens that the SEC deemed to be securities that should have been registered as such.\nThe SEC notes that Blockchain Credit Partners founders Gregory Keough and Derek Acree will have to pay fines of $125,000 while the company itself also agreed to pay $12.8 million in disgorgement. The settlement does not indicate an admition or denial the accusations.\nNew Game, Old Rules?\nSEC Enforcement Director Gurbir Grewal explained that \"full and honest disclosure remains the cornerstone of our securities laws — no matter what technologies are used to offer and sell those securities.\" This comment makes it very clear that slapping the DeFi label on a project and hoping to avoid regulation this way works no better than calling it a \"utility token\" prevented falling under the SEC's scrutiny during 2017's initial coin offering craze.\nThe SEC is trying to send the clear rule that the new kind of financial organizations that operate on blockchains have to still play by the old rules that govern traditional finance. At the same time, market onlookers are not sure if the regulator is actually right.\nIn a way, it is a tour de force where the regulator wins every time it has a way to take enforcement action, but these new organizations potentially have a very real way to make enforcement impossible — or at the very least impractical. The only protection against enforcement by the SEC and other regulators is decentralization and the only reason why the SEC was able to act in this case is that a centralized organization such as Blockchain Credit Partners exists.\nWhat's Next:If no company exists and all that there is to a DeFi protocol is a set of smart contracts deployed on a blockchain by a group of anonymous developers scattered around the world there is very little that the SEC can do short of attacking the blockchain itself. This is where the decentralization of the underlying blockchain comes into play: will the regulators for instance be able to force Ethereum's (CRYPTO: ETH) core development team to write an update stopping such a project?\nIf the regulators would actually be able to force the blockchain's developers to write such an update, would node operators and miners or stakers adopt this software or would they refuse to? Such situations will be the real test of the decentralization and reliability of any blockchain that many are waiting to happen. Regulators are seeing power slipping away between their fingers like sand, and they are going to try to grab it.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":1821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827196017,"gmtCreate":1634430725088,"gmtModify":1634430725297,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"&nbsp;[开心]&nbsp;[财迷]&nbsp;[无语]&nbsp;","listText":"&nbsp;[开心]&nbsp;[财迷]&nbsp;[无语]&nbsp;","text":"[开心] [财迷] [无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827196017","repostId":"1163053361","repostType":4,"repost":{"id":"1163053361","kind":"news","pubTimestamp":1634310263,"share":"https://www.laohu8.com/m/news/1163053361?lang=zh_CN&edition=full","pubTime":"2021-10-15 23:04","market":"us","language":"en","title":"Apple: International Opportunity Is Huge<blockquote>苹果：国际机遇巨大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163053361","media":"Seeking Alpha","summary":"Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge str","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple is trading at lower multiples than its peers and the Nasdaq.</li>  <li>Apple is making huge strides in the European as well as international markets.</li>  <li>As iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果的市盈率低于同行和纳斯达克。</li><li>苹果在欧洲和国际市场上都取得了巨大的进步。</li><li>随着iPhone的销售，AirPods、苹果手表以及音乐和街机等苹果服务也将随之销售。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Thesis</b></p><p><blockquote><b>论文</b></blockquote></p><p> Apple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B)&nbsp;portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.</p><p><blockquote>苹果（AAPL）是全球市值最大的公司。虽然像苹果这样的大盘股通常接近公允价值，但苹果提出了令人信服的理由。沃伦·巴菲特可以说是有史以来最好的投资者，他将伯克希尔·哈撒韦公司(BRK.A)(BRK.B)投资组合的40%以上投资于苹果股票。所以我决定这里一定有一些价值主张。看了一遍之后，我得出了和沃伦·巴菲特一样的结论。苹果股票非常值得买入。</blockquote></p><p> Apple's potential on a global scale has not been adequately factored into the share price.</p><p><blockquote>苹果在全球范围内的潜力尚未充分纳入股价。</blockquote></p><p> <b>Current Valuation</b></p><p><blockquote><b>当前估值</b></blockquote></p><p> To understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.</p><p><blockquote>要了解某样东西是否被低估，我们首先需要了解它当前的估值。为此，我将将其与PE和P/FCF方面的一些类似股票进行简要比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3ac38cd59cd1890bbbab0bc6c0dee9d\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> As you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).</p><p><blockquote>正如您所看到的，苹果的市盈率和市盈率/自由现金流倍数低于类似公司微软（MSFT）和Alphabet（GOOGL）。它的市盈率也低于纳斯达克指数（29.25）。</blockquote></p><p> This establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.</p><p><blockquote>这表明苹果的估值并没有反映出他们在国际扩张中拥有的巨大机会。</blockquote></p><p> <b>Apple In The US</b></p><p><blockquote><b>美国的苹果</b></blockquote></p><p> If you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.</p><p><blockquote>如果你像我一样来自美国，似乎每个想要iPhone的人都有一部。很有可能你正在苹果标志性的有机发光二极管屏幕上阅读这篇文章。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e50a9091d291ea4b8efb3d37d00ad68\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：斯塔蒂斯塔</span></p></blockquote></p><p> Apple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.</p><p><blockquote>自2015年以来，苹果在美国的市场份额一直以低个位数百分比增长，目前2021年美国市场份额略低于50%。</blockquote></p><p> I see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.</p><p><blockquote>我看不出这种情况会发生重大变化的真正原因。就像我上面提到的，大多数想要iPhone的人已经拥有了一部。在处理如此高的市场份额时，很难增长，至少很难大幅增长。</blockquote></p><p> While I will not discuss this point in-depth, it is worth noting that in 2020, only about&nbsp;50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.</p><p><blockquote>虽然我不会深入讨论这一点，但值得注意的是，在2020年，他们只有约50%的收入来自iPhone，即使在美国，他们的配件和可穿戴设备也有相当大的增长空间。</blockquote></p><p> <b>The International Market</b></p><p><blockquote><b>国际市场</b></blockquote></p><p> This is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.</p><p><blockquote>这是我看到苹果巨大机会的地方。他们已经在扩大全球市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458c0f8e1a5cec6bdd874c1d7f9de7df\" tg-width=\"640\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> Over the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.</p><p><blockquote>在过去的5年里，AAPL的全球市场份额已经从十几岁/二十多岁上升到25%以上。苹果也接近超越三星成为全球市场份额的领导者，按照目前的速度，这种超越似乎将在未来12个月的某个时候发生。</blockquote></p><p> The upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.</p><p><blockquote>欧洲再次出现上升趋势。以下是AAPL过去5年的欧洲市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/581ba5b6950f54cb812ad7a9d0e4960e\" tg-width=\"640\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> In this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around&nbsp;741 million people, nearly&nbsp;2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.</p><p><blockquote>在这种情况下，苹果最近刚刚取代三星成为欧洲领先的智能手机供应商。欧洲拥有约7.41亿人口，几乎是美国人口的2倍，占据欧洲智能手机市场的大部分份额是巨大的。</blockquote></p><p> <b>What does that mean?</b></p><p><blockquote><b>那是什么意思？</b></blockquote></p><p> This is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.</p><p><blockquote>这只是一个开始，至少从销售的角度来看是这样。尽管控制着最大大陆之一的大部分份额，但苹果仅从欧洲获得了约1/4的总收入。</blockquote></p><p> One of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.</p><p><blockquote>苹果成为一家如此强大的公司的原因之一是，他们的iPhone本质上是一种“门户产品”。一旦你有了iPhone，你就被迫购买AirPods和苹果手表作为物理配件。苹果还提供iCloud照片存储、苹果音乐、苹果电视和苹果街机等等。</blockquote></p><p> The proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.</p><p><blockquote>iPhone在全球范围内的普及为苹果庞大的产品线打开了大门。投资者应该关注数字背后，认识到iPhone销量增长中蕴藏的真正机会范围。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p></p><p> Apple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.</p><p><blockquote>与竞争对手相比，苹果的估值相对被低估，以及在国际市场上的巨大进步，使其成为一项有吸引力的投资。随着iPhone销量的持续增长，配件也会迅速跟进。苹果已经过了在相对较短的时间内看到100%增长的阶段。这是一只您购买并持有多年的股票，如果您聪明的话，可以在此过程中出售担保评级。</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>Apple: International Opportunity Is Huge<blockquote>苹果：国际机遇巨大</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: International Opportunity Is Huge<blockquote>苹果：国际机遇巨大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-15 23:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple is trading at lower multiples than its peers and the Nasdaq.</li>  <li>Apple is making huge strides in the European as well as international markets.</li>  <li>As iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果的市盈率低于同行和纳斯达克。</li><li>苹果在欧洲和国际市场上都取得了巨大的进步。</li><li>随着iPhone的销售，AirPods、苹果手表以及音乐和街机等苹果服务也将随之销售。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Thesis</b></p><p><blockquote><b>论文</b></blockquote></p><p> Apple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B)&nbsp;portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.</p><p><blockquote>苹果（AAPL）是全球市值最大的公司。虽然像苹果这样的大盘股通常接近公允价值，但苹果提出了令人信服的理由。沃伦·巴菲特可以说是有史以来最好的投资者，他将伯克希尔·哈撒韦公司(BRK.A)(BRK.B)投资组合的40%以上投资于苹果股票。所以我决定这里一定有一些价值主张。看了一遍之后，我得出了和沃伦·巴菲特一样的结论。苹果股票非常值得买入。</blockquote></p><p> Apple's potential on a global scale has not been adequately factored into the share price.</p><p><blockquote>苹果在全球范围内的潜力尚未充分纳入股价。</blockquote></p><p> <b>Current Valuation</b></p><p><blockquote><b>当前估值</b></blockquote></p><p> To understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.</p><p><blockquote>要了解某样东西是否被低估，我们首先需要了解它当前的估值。为此，我将将其与PE和P/FCF方面的一些类似股票进行简要比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3ac38cd59cd1890bbbab0bc6c0dee9d\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> As you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).</p><p><blockquote>正如您所看到的，苹果的市盈率和市盈率/自由现金流倍数低于类似公司微软（MSFT）和Alphabet（GOOGL）。它的市盈率也低于纳斯达克指数（29.25）。</blockquote></p><p> This establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.</p><p><blockquote>这表明苹果的估值并没有反映出他们在国际扩张中拥有的巨大机会。</blockquote></p><p> <b>Apple In The US</b></p><p><blockquote><b>美国的苹果</b></blockquote></p><p> If you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.</p><p><blockquote>如果你像我一样来自美国，似乎每个想要iPhone的人都有一部。很有可能你正在苹果标志性的有机发光二极管屏幕上阅读这篇文章。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e50a9091d291ea4b8efb3d37d00ad68\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：斯塔蒂斯塔</span></p></blockquote></p><p> Apple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.</p><p><blockquote>自2015年以来，苹果在美国的市场份额一直以低个位数百分比增长，目前2021年美国市场份额略低于50%。</blockquote></p><p> I see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.</p><p><blockquote>我看不出这种情况会发生重大变化的真正原因。就像我上面提到的，大多数想要iPhone的人已经拥有了一部。在处理如此高的市场份额时，很难增长，至少很难大幅增长。</blockquote></p><p> While I will not discuss this point in-depth, it is worth noting that in 2020, only about&nbsp;50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.</p><p><blockquote>虽然我不会深入讨论这一点，但值得注意的是，在2020年，他们只有约50%的收入来自iPhone，即使在美国，他们的配件和可穿戴设备也有相当大的增长空间。</blockquote></p><p> <b>The International Market</b></p><p><blockquote><b>国际市场</b></blockquote></p><p> This is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.</p><p><blockquote>这是我看到苹果巨大机会的地方。他们已经在扩大全球市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458c0f8e1a5cec6bdd874c1d7f9de7df\" tg-width=\"640\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> Over the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.</p><p><blockquote>在过去的5年里，AAPL的全球市场份额已经从十几岁/二十多岁上升到25%以上。苹果也接近超越三星成为全球市场份额的领导者，按照目前的速度，这种超越似乎将在未来12个月的某个时候发生。</blockquote></p><p> The upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.</p><p><blockquote>欧洲再次出现上升趋势。以下是AAPL过去5年的欧洲市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/581ba5b6950f54cb812ad7a9d0e4960e\" tg-width=\"640\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> In this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around&nbsp;741 million people, nearly&nbsp;2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.</p><p><blockquote>在这种情况下，苹果最近刚刚取代三星成为欧洲领先的智能手机供应商。欧洲拥有约7.41亿人口，几乎是美国人口的2倍，占据欧洲智能手机市场的大部分份额是巨大的。</blockquote></p><p> <b>What does that mean?</b></p><p><blockquote><b>那是什么意思？</b></blockquote></p><p> This is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.</p><p><blockquote>这只是一个开始，至少从销售的角度来看是这样。尽管控制着最大大陆之一的大部分份额，但苹果仅从欧洲获得了约1/4的总收入。</blockquote></p><p> One of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.</p><p><blockquote>苹果成为一家如此强大的公司的原因之一是，他们的iPhone本质上是一种“门户产品”。一旦你有了iPhone，你就被迫购买AirPods和苹果手表作为物理配件。苹果还提供iCloud照片存储、苹果音乐、苹果电视和苹果街机等等。</blockquote></p><p> The proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.</p><p><blockquote>iPhone在全球范围内的普及为苹果庞大的产品线打开了大门。投资者应该关注数字背后，认识到iPhone销量增长中蕴藏的真正机会范围。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p></p><p> Apple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.</p><p><blockquote>与竞争对手相比，苹果的估值相对被低估，以及在国际市场上的巨大进步，使其成为一项有吸引力的投资。随着iPhone销量的持续增长，配件也会迅速跟进。苹果已经过了在相对较短的时间内看到100%增长的阶段。这是一只您购买并持有多年的股票，如果您聪明的话，可以在此过程中出售担保评级。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163053361","content_text":"Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge strides in the European as well as international markets.\nAs iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.\n\nNikada/iStock Unreleased via Getty Images\nThesis\nApple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B) portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.\nApple's potential on a global scale has not been adequately factored into the share price.\nCurrent Valuation\nTo understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.\nData by YCharts\nAs you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).\nThis establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.\nApple In The US\nIf you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.\nSource: Statista\nApple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.\nI see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.\nWhile I will not discuss this point in-depth, it is worth noting that in 2020, only about 50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.\nThe International Market\nThis is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.\nSource: Statcounter\nOver the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.\nThe upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.\nSource: Statcounter\nIn this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around 741 million people, nearly 2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.\nWhat does that mean?\nThis is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.\nOne of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.\nThe proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.\nConclusion\nApple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813314854,"gmtCreate":1630131072578,"gmtModify":1704956414302,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813314854","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":2088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":609066632,"gmtCreate":1638224077601,"gmtModify":1638224418005,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"[贱笑]&nbsp;","listText":"[贱笑]&nbsp;","text":"[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609066632","repostId":"2187372957","repostType":4,"repost":{"id":"2187372957","kind":"news","pubTimestamp":1638198750,"share":"https://www.laohu8.com/m/news/2187372957?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:12","market":"us","language":"zh","title":"沙特能源部长：不担心Omicron影响石油需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2187372957","media":"智通财经","summary":"沙特阿拉伯能源部长阿卜杜勒-阿齐兹在接受媒体采访时淡化了上周重创石油市场的新冠病毒变体Omicron对石油需求可能造成的影响，并拒绝在本周正式会议前就“OPEC+”的计划发表任何评论。\n“我是一个非常","content":"<p>沙特阿拉伯能源部长阿卜杜勒-阿齐兹在接受媒体采访时淡化了上周重创石油市场的新冠病毒变体Omicron对石油需求可能造成的影响，并拒绝在本周正式会议前就“OPEC+”的计划发表任何评论。</p>\n<p>“我是一个非常乐观的人，对此我没有任何担心。”当被问及新变异体可能会如何影响石油需求时，沙特能源部长阿卜杜勒表示。</p>\n<p>另外，阿卜杜勒在沙特达兰接受记者采访时，拒绝在本周正式会议前对OPEC+的计划发表任何评论。</p>\n<p>上周五WTI原油价格暴跌10%以上，自去年9月以来首次跌破每桶70美元，此后油价收复了部分失地。 </p>\n<p>另外，昨日迪拜金融市场综合指数一度下跌5.2%，MSCI新兴市场欧非中东指数跌近3%。</p>\n<p>据了解，在此之前以沙特阿拉伯和俄罗斯为首的“OPEC+”成员正计划逐步增加产能，并同意增产40万桶/日。OPEC+部长级会议将在周四举行，届时各成员国将决定是否继续增产计划。</p>","source":"stock_zhitongcaijing","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>沙特能源部长：不担心Omicron影响石油需求</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n沙特能源部长：不担心Omicron影响石油需求\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 23:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/611664.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>沙特阿拉伯能源部长阿卜杜勒-阿齐兹在接受媒体采访时淡化了上周重创石油市场的新冠病毒变体Omicron对石油需求可能造成的影响，并拒绝在本周正式会议前就“OPEC+”的计划发表任何评论。\n“我是一个非常乐观的人，对此我没有任何担心。”当被问及新变异体可能会如何影响石油需求时，沙特能源部长阿卜杜勒表示。\n另外，阿卜杜勒在沙特达兰接受记者采访时，拒绝在本周正式会议前对OPEC+的计划发表任何评论。\n...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/611664.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3faadc006e67e6ac130a7b171f263b4d","relate_stocks":{"UCO":"二倍做多彭博原油ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","DDG":"ProShares做空石油与天然气ETF","USO":"美国原油ETF","SCO":"二倍做空彭博原油指数ETF","DWT":"三倍做空原油ETN"},"source_url":"http://www.zhitongcaijing.com/content/detail/611664.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187372957","content_text":"沙特阿拉伯能源部长阿卜杜勒-阿齐兹在接受媒体采访时淡化了上周重创石油市场的新冠病毒变体Omicron对石油需求可能造成的影响，并拒绝在本周正式会议前就“OPEC+”的计划发表任何评论。\n“我是一个非常乐观的人，对此我没有任何担心。”当被问及新变异体可能会如何影响石油需求时，沙特能源部长阿卜杜勒表示。\n另外，阿卜杜勒在沙特达兰接受记者采访时，拒绝在本周正式会议前对OPEC+的计划发表任何评论。\n上周五WTI原油价格暴跌10%以上，自去年9月以来首次跌破每桶70美元，此后油价收复了部分失地。 \n另外，昨日迪拜金融市场综合指数一度下跌5.2%，MSCI新兴市场欧非中东指数跌近3%。\n据了解，在此之前以沙特阿拉伯和俄罗斯为首的“OPEC+”成员正计划逐步增加产能，并同意增产40万桶/日。OPEC+部长级会议将在周四举行，届时各成员国将决定是否继续增产计划。","news_type":1,"symbols_score_info":{"SCO":0.9,"CLmain":0.9,"DWTIF":0.9,"UCO":0.9,"USO":0.9,"QMmain":0.9,"DDG":0.9,"DWT":0.9,"UWTIF":0.9,"DUG":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813337071,"gmtCreate":1630130304793,"gmtModify":1704956399455,"author":{"id":"4088063093928140","authorId":"4088063093928140","name":"7431f74a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088063093928140","idStr":"4088063093928140"},"themes":[],"htmlText":"ya [Miser]&nbsp;","listText":"ya [Miser]&nbsp;","text":"ya 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05:40","market":"hk","language":"zh","title":"外媒头条：美联储可能上演历史罕见鹰派转变","url":"https://stock-news.laohu8.com/highlight/detail?id=2191098415","media":"市场资讯","summary":"　　纽约联邦储备银行最新消费者调查显示，美国消费者对未来一年的通胀预期升至6%的新高。　　这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。　　经济学家预计，美联储官员本周将加快收缩购债步伐，并发出2022年加息的信号，在1980年代以来最强通胀面前上演历史性的政策转变。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高</b>\n</blockquote>\n<blockquote>\n <b>2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克当选时代杂志2021年度风云人物</b>\n</blockquote>\n<blockquote>\n <b>4、牛津大学：omicron毒株能削弱两针<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>或<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>疫苗的保护力</b>\n</blockquote>\n<blockquote>\n <b>5、七国集团财长承诺解决供应链问题并避免未来重演</b>\n</blockquote>\n<blockquote>\n <b>6、小摩预计美失业率明年将降至3%左右&nbsp;奥密克戎是就业市场主要风险</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/ce56c82d6c11f45604012124909fbdc4\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高</b></p>\n<p>纽约联邦储备银行最新消费者调查显示，美国消费者对未来一年的通胀预期升至6%的新高。</p>\n<p>调查还显示，三年通胀预期自6月以来首次下降，达到4%，主要是受到无大学学历受访者的预期推动。然而，无论是短期还是长期，通胀的不确定性水平都在上升，并且都达到了历史新高。</p>\n<p>这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。</p>\n<p>调查还显示，消费者对经济的乐观程度下降。</p>\n<p>调查显示，美国未来一年失业率上升的平均概率提高了0.6个百分点。11月受访者对与一年前相比家庭当前财务状况的看法有所恶化，更多受访者称财务状况变差。</p>\n<p><img src=\"https://static.tigerbbs.com/ad8e2ae248c8736422a112e3a316d6b9\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>加速减码+预告加息 美联储可能上演历史罕见的鹰派转变</b></p>\n<p>经济学家预计，美联储官员本周将加快收缩购债步伐，并发出2022年加息的信号，在1980年代以来最强通胀面前上演历史性的政策转变。</p>\n<p>超过一半的受访者预计，美联储周三结束两天政策会议后发布的季度预测将显示，18位官员的中值预测是明年加息两次。</p>\n<p>这与他们9月份的预测相比有变化。当时，决策者在2022年或2023年首次加息的预测上平分秋色。</p>\n<p>“这将是点阵图历史上最大的鹰派转变，”Macropolicy Perspectives高级经济学家Laura Rosner-Warburton表示。美联储自2012年开始发布利率预测的点阵图。</p>\n<p><img src=\"https://n.sinaimg.cn/tech/transform/395/w512h683/20211213/2dd2-a526974a89f50d8229b23ab688835d45.png\" tg-width=\"512\" tg-height=\"683\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物</b></p>\n<p>据报道，特斯拉CEO埃隆·马斯克（Elon Musk）今日被美国《时代》杂志评为“2021年度风云人物”。</p>\n<p>《时代》杂志称，作为世界上最富有的人，他没有房子，最近一直在抛售财产。他将卫星送入轨道，并利用<a href=\"https://laohu8.com/S/000591\">太阳能</a>服务千家万户。他驾驶着一辆自己制造的汽车，不需要汽油，也几乎不需要司机。他的手指一挥，股市就会暴涨或暴跌。他的每一句话都被一大群粉丝挂在嘴边。当他把业务推向全球时，还梦想着移民火星。</p>\n<p><img src=\"https://static.tigerbbs.com/4133304c52fa226b469ba60f980192f1\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力</b></p>\n<p>研究人员发现，正如人们所担忧的一样，omicron变异株削弱了辉瑞和阿斯利康两剂新冠疫苗所能提供的保护力，增加了接种者感染风险。</p>\n<p>牛津大学研究人员周一在一份报告中表示，在对接种辉瑞或阿斯利康疫苗的人采集的血液样本中，经检测新毒株omicron令中和抗体大幅减少，尤其是和德尔塔毒株相比，降幅很明显。</p>\n<p>阿斯利康疫苗的创造者之一Teresa Lambe表示，在接下来的几周，omicron的影响应该会得到更好的记录，以明确是否需要接种新疫苗。</p>\n<p>“我们希望当前的疫苗能够预防严重疾病和住院治疗”，Lambe表示。 “我们和其他疫苗生产商的立场是，如果需要一种针对新毒株的疫苗，我们可以快速推进。”</p>\n<p><img src=\"https://static.tigerbbs.com/7eb99a948e8b987f3e2c4401c8f7e901\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>七国集团财长承诺解决供应链问题并避免未来重演</b></p>\n<p>七国集团财长承诺加强合作，以解决造成商品短缺和通胀飙升的全球供应链问题。</p>\n<p>由于运输问题导致供应中断，零部件制成品短缺以及疫情造成能源价格上涨，全球消费者价格都在飙升。美国通胀率已触及1982年以来的最高水平，欧元区通胀率达到了创纪录的4.9%。</p>\n<p>在七国集团财长和央行行长会议的最后公报中，轮值主席国英国的财政大臣Rishi Sunak称，该组织将着眼于预测并避免未来的供应紧张。</p>\n<p>英国财政部表示，七国集团财长和央行行长们“就如何提高供应链韧性以及如何更准确地预测未来可能发生的干扰交换了看法”。</p>\n<p><img src=\"https://static.tigerbbs.com/5d92536ec41518383402813fee58b8bc\" tg-width=\"550\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>小摩预计美失业率明年将降至3%左右&nbsp;奥密克戎是就业市场主要风险</b></p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>首席美国经济学家Michael Feroli认为，2022年美国失业率将下降。</p>\n<p>“我认为到2022年底可以看到失业率在3%左右，”Feroli称。“过去五个月的失业率下降幅度令人深刻印象。我们预计下降速度会放缓，但很快就会降至4%以下。”</p>\n<p>在Feroli看来，随着雇主寻找人才以推动企业从疫情中复苏，就业市场可能会以良好的势头进入2022年。</p>\n<p>Feroli还预计，明年美国GDP将增长3%。他认为，美联储将在9月开始加息以抵消通胀，而通胀在一定程度上是由于劳动力市场状况吃紧。</p>\n<p>此外，就业市场的一个主要风险仍然是奥密克戎变体及其是否会减缓企业的招聘计划。</p>","source":"sina","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>外媒头条：美联储可能上演历史罕见鹰派转变</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n外媒头条：美联储可能上演历史罕见鹰派转变\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 05:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高\n\n\n2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n\n\n3、特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n\n\n4、牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n\n\n5、七国集团财长承诺解决供应链问题并避免未来重演\n\n\n6、小摩预计美失业率明年将...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SQQQ":"纳指三倍做空ETF","DDM":"2倍做多道指ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","UDOW":"三倍做多道指30ETF-ProShares","SPY":"标普500ETF","IVV":"标普500ETF-iShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4504":"桥水持仓","BK4559":"巴菲特持仓","UPRO":"三倍做多标普500ETF-ProShares","BK4550":"红杉资本持仓","DOG":"道指ETF-ProShares做空","SDOW":"三倍做空道指30ETF-ProShares","SH":"做空标普500-Proshares","TQQQ":"纳指三倍做多ETF","DXD":"两倍做空道琼30指数ETF-ProShares","DJX":"1/100道琼斯","OEX":"标普100","QID":"两倍做空纳斯达克指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2191098415","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高\n\n\n2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n\n\n3、特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n\n\n4、牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n\n\n5、七国集团财长承诺解决供应链问题并避免未来重演\n\n\n6、小摩预计美失业率明年将降至3%左右 奥密克戎是就业市场主要风险\n\n\n纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高\n纽约联邦储备银行最新消费者调查显示，美国消费者对未来一年的通胀预期升至6%的新高。\n调查还显示，三年通胀预期自6月以来首次下降，达到4%，主要是受到无大学学历受访者的预期推动。然而，无论是短期还是长期，通胀的不确定性水平都在上升，并且都达到了历史新高。\n这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。\n调查还显示，消费者对经济的乐观程度下降。\n调查显示，美国未来一年失业率上升的平均概率提高了0.6个百分点。11月受访者对与一年前相比家庭当前财务状况的看法有所恶化，更多受访者称财务状况变差。\n\n加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n经济学家预计，美联储官员本周将加快收缩购债步伐，并发出2022年加息的信号，在1980年代以来最强通胀面前上演历史性的政策转变。\n超过一半的受访者预计，美联储周三结束两天政策会议后发布的季度预测将显示，18位官员的中值预测是明年加息两次。\n这与他们9月份的预测相比有变化。当时，决策者在2022年或2023年首次加息的预测上平分秋色。\n“这将是点阵图历史上最大的鹰派转变，”Macropolicy Perspectives高级经济学家Laura Rosner-Warburton表示。美联储自2012年开始发布利率预测的点阵图。\n\n特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n据报道，特斯拉CEO埃隆·马斯克（Elon Musk）今日被美国《时代》杂志评为“2021年度风云人物”。\n《时代》杂志称，作为世界上最富有的人，他没有房子，最近一直在抛售财产。他将卫星送入轨道，并利用太阳能服务千家万户。他驾驶着一辆自己制造的汽车，不需要汽油，也几乎不需要司机。他的手指一挥，股市就会暴涨或暴跌。他的每一句话都被一大群粉丝挂在嘴边。当他把业务推向全球时，还梦想着移民火星。\n\n牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n研究人员发现，正如人们所担忧的一样，omicron变异株削弱了辉瑞和阿斯利康两剂新冠疫苗所能提供的保护力，增加了接种者感染风险。\n牛津大学研究人员周一在一份报告中表示，在对接种辉瑞或阿斯利康疫苗的人采集的血液样本中，经检测新毒株omicron令中和抗体大幅减少，尤其是和德尔塔毒株相比，降幅很明显。\n阿斯利康疫苗的创造者之一Teresa Lambe表示，在接下来的几周，omicron的影响应该会得到更好的记录，以明确是否需要接种新疫苗。\n“我们希望当前的疫苗能够预防严重疾病和住院治疗”，Lambe表示。 “我们和其他疫苗生产商的立场是，如果需要一种针对新毒株的疫苗，我们可以快速推进。”\n\n七国集团财长承诺解决供应链问题并避免未来重演\n七国集团财长承诺加强合作，以解决造成商品短缺和通胀飙升的全球供应链问题。\n由于运输问题导致供应中断，零部件制成品短缺以及疫情造成能源价格上涨，全球消费者价格都在飙升。美国通胀率已触及1982年以来的最高水平，欧元区通胀率达到了创纪录的4.9%。\n在七国集团财长和央行行长会议的最后公报中，轮值主席国英国的财政大臣Rishi Sunak称，该组织将着眼于预测并避免未来的供应紧张。\n英国财政部表示，七国集团财长和央行行长们“就如何提高供应链韧性以及如何更准确地预测未来可能发生的干扰交换了看法”。\n\n小摩预计美失业率明年将降至3%左右 奥密克戎是就业市场主要风险\n摩根大通首席美国经济学家Michael Feroli认为，2022年美国失业率将下降。\n“我认为到2022年底可以看到失业率在3%左右，”Feroli称。“过去五个月的失业率下降幅度令人深刻印象。我们预计下降速度会放缓，但很快就会降至4%以下。”\n在Feroli看来，随着雇主寻找人才以推动企业从疫情中复苏，就业市场可能会以良好的势头进入2022年。\nFeroli还预计，明年美国GDP将增长3%。他认为，美联储将在9月开始加息以抵消通胀，而通胀在一定程度上是由于劳动力市场状况吃紧。\n此外，就业市场的一个主要风险仍然是奥密克戎变体及其是否会减缓企业的招聘计划。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SDS":0.9,"TQQQ":0.9,".DJI":0.9,"OEX":0.9,"SDOW":0.9,"SPXU":0.9,"QQQ":0.9,"UDOW":0.9,".SPX":0.9,"OEF":0.9,"DOG":0.9,"UPRO":0.9,"SPY":0.9,"PSQ":0.9,"DXD":0.9,"NQmain":0.9,"SH":0.9,"SQQQ":0.9,"DDM":0.9,"QID":0.9,"SSO":0.9,"MNQmain":0.9,"IVV":0.9,"QLD":0.9,".IXIC":0.9,"ESmain":0.9,"DJX":0.9}},"isVote":1,"tweetType":1,"viewCount":3138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}