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2021-12-09

Coinbase!

Paxos, Coinbase, Circle Execs Testify During a Crypto Congress Hearing. What to Know.<blockquote>Paxos、Coinbase、Circle高管在加密货币国会听证会上作证。知道什么。</blockquote>

2021-11-25

Disney!!

3 Dirt Cheap Stocks That Could Skyrocket<blockquote>3只可能飙升的极其便宜的股票</blockquote>

2021-11-17

Tesla!

抱歉，原内容已删除

2021-11-15

Walmart!

抱歉，原内容已删除

2021-11-12

Disney gogo

Disney Stock: After The All-Around Miss, What’s Next?<blockquote>迪士尼股票：全面失误之后，下一步是什么？</blockquote>

2021-11-10

Nio!

抱歉，原内容已删除

2021-11-09

Paypal

抱歉，原内容已删除

2021-11-07

Moderna!

抱歉，原内容已删除

2021-11-04

Allbird!

Allbirds surges 90% on IPO day<blockquote>Allbirds IPO日股价飙升90%</blockquote>

2021-11-01

Moderna!

US approval on Moderna's Covid-19 vaccine for teens delayed<blockquote>美国推迟批准Moderna针对青少年的Covid-19疫苗</blockquote>

2021-10-29

Apple go!

Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失60亿美元</blockquote>

2021-10-28

Tesla

抱歉，原内容已删除

2021-09-20

Great

McDonald's Growth In A Rebound Can Take It To New Highs<blockquote>麦当劳在反弹中的增长可能会将其推向新高</blockquote>

2021-09-19

Great

抱歉，原内容已删除

2021-08-02

Great

Tesla rose nearly 5% in morning trading<blockquote>特斯拉早盘涨近5%</blockquote>

2021-07-24

Agreed

抱歉，原内容已删除

2021-07-23

Good

How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来如何投资</blockquote>

2021-07-23

Good

How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来如何投资</blockquote>

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What to Know.<blockquote>Paxos、Coinbase、Circle高管在加密货币国会听证会上作证。知道什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-09 10:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Today, fans of crypto have an action-packed hearing to digest, as major executives from companies like Coinbase(NASDAQ:COIN),Paxos,Circle and FTX testify in front of lawmakers to advocate for more ...</p><p><blockquote><div>如今，加密货币的粉丝们有一场激动人心的听证会需要消化，比特币基地（纳斯达克：COIN）、Paxos、Circle和FTX等公司的主要高管在立法者面前作证，倡导更多……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/paxos-coinbase-circle-execs-testify-during-a-crypto-congress-hearing-what-to-know/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/paxos-coinbase-circle-execs-testify-during-a-crypto-congress-hearing-what-to-know/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/paxos-coinbase-circle-execs-testify-during-a-crypto-congress-hearing-what-to-know/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://investorplace.com/2021/12/paxos-coinbase-circle-execs-testify-during-a-crypto-congress-hearing-what-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198246189","content_text":"Today, fans of crypto have an action-packed hearing to digest, as major executives from companies like Coinbase(NASDAQ:COIN),Paxos,Circle and FTX testify in front of lawmakers to advocate for more clarity in crypto regulations. The hearing, which started at 10 a.m. Eastern, marks the first time in history that a group of crypto chief executives testifies in front of Congress.\nDemocratic Rep. Maxine Walters, an advocate for cryptocurrency regulations, is leading the hearing. Unsurprisingly, she raised concerns about the lack of regulations during the hearing:\n\n “Currently, cryptocurrency markets have no overarching or centralized regulatory framework, leaving investments in the digital-asset space vulnerable to fraud, manipulation and abuse.”\n\nCrypto execs are obviously in favor of looser regulations, and they are finding more allies among Republicans than Democrats. Republican Rep. Patrick McHenry warned that excessive regulation of crypto could result in brain drain, pushing technological innovations — and innovators — to other countries. He also warned lawmakers of “knee-jerk reactions” to new innovations that could “stifle American ingenuity and put us at a competitive disadvantage.”\nWith that said, let’s jump into the details of the historic hearing.\nCrypto Congress Hearing: What to Know\n\nThe official title for the hearing is “Digital Assets and the Future of Finance: Understanding the Challenges and Benefits of Financial Innovation in the United States.”\nThe House Committee on Financial Services is using the hearing to discuss four topics related to crypto: exchanges, stablecoin offerings, regulatory concerns and federal regulatory responses.\nPaxos CEO Chad Cascarilla mentioned several benefits that crypto provides in a written statement before the hearing. He wrote “A blockchain-based financial architecture could settle trades on the same day, mitigate counter-party risk and eliminate the costly central clearinghouse. This would enable market participants and regulators to monitor and correct settlement and margin shortfalls in real time. We agree that shortening the trade settlement cycle should be a high priority for the SEC, and we are working aggressively to make that possible.”\nAdditionally, Coinbase CFO Alisia Haas argued that cryptocurrencies don’t fit within the existing structure of U.S. financial policies and that new laws should be made that are tailored to cryptocurrency.\nCircle CEO Jeremy Allaire analogized that the U.S. dollar is to postal mail what crypto is to emails. This analogy implies that the speed and settlement time of cryptocurrency is much greater than if a transaction was made with dollars.\nOn the other hand, U.S. lawmakers are most worried about the threats that cryptos pose, such as fraudulent transactions and scams, excessive energy consumption from mining, tax evasion, and money laundering.\nThe court hearing is still ongoing at the time of writing.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":2876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874448563,"gmtCreate":1637816031676,"gmtModify":1637816031676,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Disney!!","listText":"Disney!!","text":"Disney!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874448563","repostId":"1137701323","repostType":4,"repost":{"id":"1137701323","kind":"news","pubTimestamp":1637806144,"share":"https://www.laohu8.com/m/news/1137701323?lang=zh_CN&edition=full","pubTime":"2021-11-25 10:09","market":"us","language":"en","title":"3 Dirt Cheap Stocks That Could Skyrocket<blockquote>3只可能飙升的极其便宜的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137701323","media":"Motley Fool","summary":"Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be ","content":"<p>Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be had.<b>Walmart</b>(NYSE:WMT),<b>Walt Disney</b>(NYSE:DIS), and&nbsp;<b>Sirius XM Holdings</b>(NASDAQ:SIRI)are some of the stocks trading at depressed levels right now.</p><p><blockquote>从大多数标准来看，如今的股票并不便宜，但这并不意味着没有便宜货。<b>沃尔玛</b>（纽约证券交易所代码：WMT），<b>迪斯尼</b>（纽约证券交易所代码：DIS），以及<b>天狼星XM控股公司</b>（纳斯达克：SIRI）是目前交易处于低迷水平的一些股票。</blockquote></p><p> They are blue chip bargains, something that we're not seeing a lot of with the market soaring this year. Let's take a closer look at what makes these dirt cheap stocks that could skyrocket.</p><p><blockquote>它们是蓝筹股便宜货，随着今年市场飙升，我们并没有看到很多这样的东西。让我们仔细看看是什么让这些非常便宜的股票可能会飙升。</blockquote></p><p> 1. Walmart</p><p><blockquote>1.沃尔玛</blockquote></p><p> The country's largest retailer is a surprising laggard this year. Walmart shares are up a mere 2% in 2021 despite strong sales that jibe with the overall buoyant economy. The chain has prospered through the pandemic, and its Sam's Club warehouse club concept is faring even better.</p><p><blockquote>该国最大的零售商今年出人意料地落后。尽管销售强劲，与整体经济蓬勃发展相一致，但沃尔玛股价在2021年仅上涨了2%。该连锁店在疫情蓬勃发展，其山姆会员店仓库俱乐部概念表现更好。</blockquote></p><p> It's hard to find the flaws in the mass market discounter that Sam Walton built. It has easily exceeded Wall Street profit targets through its first three quarters of fiscal 2022. Comps rose 9.2% in its latest quarter. We're seeing strong year-over-year store-level comparisons from chains that were depressed last year, but that's not Walmart. It was growing nicely last year, too, and its two-year comps stack is up a hearty 15.6%.</p><p><blockquote>很难在萨姆·沃尔顿建造的大众市场折扣店中找到缺陷。2022财年前三个季度，该公司轻松超过了华尔街的利润目标。最近一个季度的股价上涨了9.2%。我们看到去年表现低迷的连锁店的同比商店水平比较强劲，但这不是沃尔玛。它去年也增长良好，两年期业绩增长了15.6%。</blockquote></p><p> Walmart raised its guidance when it reported fresh financials last week. It now expects to post an adjusted profit of $6.40 a share for the fiscal year it will wrap up at the end of January. Walmart at 23 times this year's projected earnings may not seem cheap, but with fast-growing e-commerce, grocery delivery, and curbside pick-up businesses thriving Walmart deserves a market premium. The 1.5% dividend yield -- coming from aDividend Aristocratwith 48 years of payout hikes -- is the cherry on top in this climate of low interest rates.</p><p><blockquote>沃尔玛上周公布最新财务数据时上调了指引。该公司目前预计将于1月底结束的财年调整后每股利润为6.40美元。沃尔玛今年预计市盈率为23倍，这似乎并不便宜，但随着电子商务、杂货配送和路边取货业务的快速增长，沃尔玛理应获得市场溢价。1.5%的股息收益率来自拥有48年派息增长经验的股息贵族，是低利率环境下的亮点。</blockquote></p><p> 2. Walt Disney</p><p><blockquote>2.华特迪士尼</blockquote></p><p> The House of Mouse is another name that may not seem cheap going by historical profit multiples. Even if we go out to the next fiscal year to see Disney deeper into its turnaround, the stock is trading at 30 times that year's profit target.</p><p><blockquote>从历史利润倍数来看，老鼠之家是另一个看起来并不便宜的名字。即使我们进入下一财年看到迪士尼更深入地扭亏为盈，该股的交易价格也是当年利润目标的30倍。</blockquote></p><p> Disney is another surprising slowpoke in 2021. It's the largest U.S. company to be trading more than 10% lower this year. A lot has gone right for Disney this year as the economy starts to reopen. Its theme parks are profitable again. Its cruise ships are sailing again. It's putting out the biggest movies of the year now that multiplexes are starting to get busy again.</p><p><blockquote>迪士尼是2021年另一个令人惊讶的慢动作。它是今年股价下跌超过10%的最大美国公司。随着经济开始重新开放，迪士尼今年做了很多事情。其主题公园再次盈利。它的游轮又开始航行了。现在多厅影院又开始忙碌了，它正在推出今年最大的电影。</blockquote></p><p> What is holding the stock back? Well, Disney+ is keeping the media giant from risingin more ways than one. The stock has been weak as Disney+ subscriber counts areslowing, and since the business isn't expected to be profitable until 2024 it's a drag on the family entertainment behemoth's bottom line. It's not fair to penalize Disney for the upstart costs of a bar-raising platform that has made it a major player in the booming streaming space. Disney is cheaper than the headline valuation metrics seem to suggest.</p><p><blockquote>是什么阻碍了股票的发展？嗯，Disney+正在以多种方式阻止这家媒体巨头崛起。随着Disney+订户数量放缓，该股一直疲软，而且由于该业务预计要到2024年才能盈利，这拖累了这家家庭娱乐巨头的利润。因为迪士尼这个提高标准的平台的暴发户成本而惩罚迪士尼是不公平的，该平台使其成为蓬勃发展的流媒体领域的主要参与者。迪士尼的价格比总体估值指标似乎显示的要便宜。</blockquote></p><p> 3. Sirius XM Holdings</p><p><blockquote>3.天狼星XM控股公司</blockquote></p><p> Let's pump up the volume on the last pick. Sirius XM Holdings -- like Disney -- is another surprising stock that is trading lower this year. The country's only provider of satellite radio services is benefiting from folks driving again.</p><p><blockquote>让我们把最后一个拨片的音量调大。与迪士尼一样，Sirius XM Holdings是另一只今年交易走低的令人惊讶的股票。该国唯一的卫星广播服务提供商正受益于人们再次开车。</blockquote></p><p> A dozen years ago Sirius XM was on the brink of bankruptcy, but now it's a thriving platform generating gobs of free cash flow that it uses to buy back stock and reward investors with a growing quarterly dividend. The stock is now fetching less than 20 times this year's projected earnings, and between its namesake satellite radio monopoly and its Pandora streaming service it has a firm grasp on audiophiles no matter where they roam.</p><p><blockquote>十几年前，Sirius XM濒临破产，但现在它是一个蓬勃发展的平台，产生大量自由现金流，用于回购股票并以不断增长的季度股息奖励投资者。该股目前的股价不到今年预计市盈率的20倍，而且在其同名卫星广播垄断和潘多拉流媒体服务之间，无论发烧友在哪里，它都牢牢地控制着他们。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Dirt Cheap Stocks That Could Skyrocket<blockquote>3只可能飙升的极其便宜的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Dirt Cheap Stocks That Could Skyrocket<blockquote>3只可能飙升的极其便宜的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-25 10:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be had.<b>Walmart</b>(NYSE:WMT),<b>Walt Disney</b>(NYSE:DIS), and&nbsp;<b>Sirius XM Holdings</b>(NASDAQ:SIRI)are some of the stocks trading at depressed levels right now.</p><p><blockquote>从大多数标准来看，如今的股票并不便宜，但这并不意味着没有便宜货。<b>沃尔玛</b>（纽约证券交易所代码：WMT），<b>迪斯尼</b>（纽约证券交易所代码：DIS），以及<b>天狼星XM控股公司</b>（纳斯达克：SIRI）是目前交易处于低迷水平的一些股票。</blockquote></p><p> They are blue chip bargains, something that we're not seeing a lot of with the market soaring this year. Let's take a closer look at what makes these dirt cheap stocks that could skyrocket.</p><p><blockquote>它们是蓝筹股便宜货，随着今年市场飙升，我们并没有看到很多这样的东西。让我们仔细看看是什么让这些非常便宜的股票可能会飙升。</blockquote></p><p> 1. Walmart</p><p><blockquote>1.沃尔玛</blockquote></p><p> The country's largest retailer is a surprising laggard this year. Walmart shares are up a mere 2% in 2021 despite strong sales that jibe with the overall buoyant economy. The chain has prospered through the pandemic, and its Sam's Club warehouse club concept is faring even better.</p><p><blockquote>该国最大的零售商今年出人意料地落后。尽管销售强劲，与整体经济蓬勃发展相一致，但沃尔玛股价在2021年仅上涨了2%。该连锁店在疫情蓬勃发展，其山姆会员店仓库俱乐部概念表现更好。</blockquote></p><p> It's hard to find the flaws in the mass market discounter that Sam Walton built. It has easily exceeded Wall Street profit targets through its first three quarters of fiscal 2022. Comps rose 9.2% in its latest quarter. We're seeing strong year-over-year store-level comparisons from chains that were depressed last year, but that's not Walmart. It was growing nicely last year, too, and its two-year comps stack is up a hearty 15.6%.</p><p><blockquote>很难在萨姆·沃尔顿建造的大众市场折扣店中找到缺陷。2022财年前三个季度，该公司轻松超过了华尔街的利润目标。最近一个季度的股价上涨了9.2%。我们看到去年表现低迷的连锁店的同比商店水平比较强劲，但这不是沃尔玛。它去年也增长良好，两年期业绩增长了15.6%。</blockquote></p><p> Walmart raised its guidance when it reported fresh financials last week. It now expects to post an adjusted profit of $6.40 a share for the fiscal year it will wrap up at the end of January. Walmart at 23 times this year's projected earnings may not seem cheap, but with fast-growing e-commerce, grocery delivery, and curbside pick-up businesses thriving Walmart deserves a market premium. The 1.5% dividend yield -- coming from aDividend Aristocratwith 48 years of payout hikes -- is the cherry on top in this climate of low interest rates.</p><p><blockquote>沃尔玛上周公布最新财务数据时上调了指引。该公司目前预计将于1月底结束的财年调整后每股利润为6.40美元。沃尔玛今年预计市盈率为23倍，这似乎并不便宜，但随着电子商务、杂货配送和路边取货业务的快速增长，沃尔玛理应获得市场溢价。1.5%的股息收益率来自拥有48年派息增长经验的股息贵族，是低利率环境下的亮点。</blockquote></p><p> 2. Walt Disney</p><p><blockquote>2.华特迪士尼</blockquote></p><p> The House of Mouse is another name that may not seem cheap going by historical profit multiples. Even if we go out to the next fiscal year to see Disney deeper into its turnaround, the stock is trading at 30 times that year's profit target.</p><p><blockquote>从历史利润倍数来看，老鼠之家是另一个看起来并不便宜的名字。即使我们进入下一财年看到迪士尼更深入地扭亏为盈，该股的交易价格也是当年利润目标的30倍。</blockquote></p><p> Disney is another surprising slowpoke in 2021. It's the largest U.S. company to be trading more than 10% lower this year. A lot has gone right for Disney this year as the economy starts to reopen. Its theme parks are profitable again. Its cruise ships are sailing again. It's putting out the biggest movies of the year now that multiplexes are starting to get busy again.</p><p><blockquote>迪士尼是2021年另一个令人惊讶的慢动作。它是今年股价下跌超过10%的最大美国公司。随着经济开始重新开放，迪士尼今年做了很多事情。其主题公园再次盈利。它的游轮又开始航行了。现在多厅影院又开始忙碌了，它正在推出今年最大的电影。</blockquote></p><p> What is holding the stock back? Well, Disney+ is keeping the media giant from risingin more ways than one. The stock has been weak as Disney+ subscriber counts areslowing, and since the business isn't expected to be profitable until 2024 it's a drag on the family entertainment behemoth's bottom line. It's not fair to penalize Disney for the upstart costs of a bar-raising platform that has made it a major player in the booming streaming space. Disney is cheaper than the headline valuation metrics seem to suggest.</p><p><blockquote>是什么阻碍了股票的发展？嗯，Disney+正在以多种方式阻止这家媒体巨头崛起。随着Disney+订户数量放缓，该股一直疲软，而且由于该业务预计要到2024年才能盈利，这拖累了这家家庭娱乐巨头的利润。因为迪士尼这个提高标准的平台的暴发户成本而惩罚迪士尼是不公平的，该平台使其成为蓬勃发展的流媒体领域的主要参与者。迪士尼的价格比总体估值指标似乎显示的要便宜。</blockquote></p><p> 3. Sirius XM Holdings</p><p><blockquote>3.天狼星XM控股公司</blockquote></p><p> Let's pump up the volume on the last pick. Sirius XM Holdings -- like Disney -- is another surprising stock that is trading lower this year. The country's only provider of satellite radio services is benefiting from folks driving again.</p><p><blockquote>让我们把最后一个拨片的音量调大。与迪士尼一样，Sirius XM Holdings是另一只今年交易走低的令人惊讶的股票。该国唯一的卫星广播服务提供商正受益于人们再次开车。</blockquote></p><p> A dozen years ago Sirius XM was on the brink of bankruptcy, but now it's a thriving platform generating gobs of free cash flow that it uses to buy back stock and reward investors with a growing quarterly dividend. The stock is now fetching less than 20 times this year's projected earnings, and between its namesake satellite radio monopoly and its Pandora streaming service it has a firm grasp on audiophiles no matter where they roam.</p><p><blockquote>十几年前，Sirius XM濒临破产，但现在它是一个蓬勃发展的平台，产生大量自由现金流，用于回购股票并以不断增长的季度股息奖励投资者。该股目前的股价不到今年预计市盈率的20倍，而且在其同名卫星广播垄断和潘多拉流媒体服务之间，无论发烧友在哪里，它都牢牢地控制着他们。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/24/3-dirt-cheap-stocks-that-could-skyrocket/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","SIRI":"Sirius XM Holdings Inc.","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/11/24/3-dirt-cheap-stocks-that-could-skyrocket/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137701323","content_text":"Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be had.Walmart(NYSE:WMT),Walt Disney(NYSE:DIS), and Sirius XM Holdings(NASDAQ:SIRI)are some of the stocks trading at depressed levels right now.\nThey are blue chip bargains, something that we're not seeing a lot of with the market soaring this year. Let's take a closer look at what makes these dirt cheap stocks that could skyrocket.\n1. Walmart\nThe country's largest retailer is a surprising laggard this year. Walmart shares are up a mere 2% in 2021 despite strong sales that jibe with the overall buoyant economy. The chain has prospered through the pandemic, and its Sam's Club warehouse club concept is faring even better.\nIt's hard to find the flaws in the mass market discounter that Sam Walton built. It has easily exceeded Wall Street profit targets through its first three quarters of fiscal 2022. Comps rose 9.2% in its latest quarter. We're seeing strong year-over-year store-level comparisons from chains that were depressed last year, but that's not Walmart. It was growing nicely last year, too, and its two-year comps stack is up a hearty 15.6%.\nWalmart raised its guidance when it reported fresh financials last week. It now expects to post an adjusted profit of $6.40 a share for the fiscal year it will wrap up at the end of January. Walmart at 23 times this year's projected earnings may not seem cheap, but with fast-growing e-commerce, grocery delivery, and curbside pick-up businesses thriving Walmart deserves a market premium. The 1.5% dividend yield -- coming from aDividend Aristocratwith 48 years of payout hikes -- is the cherry on top in this climate of low interest rates.\n2. Walt Disney\nThe House of Mouse is another name that may not seem cheap going by historical profit multiples. Even if we go out to the next fiscal year to see Disney deeper into its turnaround, the stock is trading at 30 times that year's profit target.\nDisney is another surprising slowpoke in 2021. It's the largest U.S. company to be trading more than 10% lower this year. A lot has gone right for Disney this year as the economy starts to reopen. Its theme parks are profitable again. Its cruise ships are sailing again. It's putting out the biggest movies of the year now that multiplexes are starting to get busy again.\nWhat is holding the stock back? Well, Disney+ is keeping the media giant from risingin more ways than one. The stock has been weak as Disney+ subscriber counts areslowing, and since the business isn't expected to be profitable until 2024 it's a drag on the family entertainment behemoth's bottom line. It's not fair to penalize Disney for the upstart costs of a bar-raising platform that has made it a major player in the booming streaming space. Disney is cheaper than the headline valuation metrics seem to suggest.\n3. Sirius XM Holdings\nLet's pump up the volume on the last pick. Sirius XM Holdings -- like Disney -- is another surprising stock that is trading lower this year. The country's only provider of satellite radio services is benefiting from folks driving again.\nA dozen years ago Sirius XM was on the brink of bankruptcy, but now it's a thriving platform generating gobs of free cash flow that it uses to buy back stock and reward investors with a growing quarterly dividend. The stock is now fetching less than 20 times this year's projected earnings, and between its namesake satellite radio monopoly and its Pandora streaming service it has a firm grasp on audiophiles no matter where they roam.","news_type":1,"symbols_score_info":{"DIS":0.9,"SIRI":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":2069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871792072,"gmtCreate":1637110683374,"gmtModify":1637110683503,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Tesla!","listText":"Tesla!","text":"Tesla!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871792072","repostId":"2184388964","repostType":4,"isVote":1,"tweetType":1,"viewCount":2334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873626304,"gmtCreate":1636939588706,"gmtModify":1636939588794,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Walmart!","listText":"Walmart!","text":"Walmart!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873626304","repostId":"2183536049","repostType":4,"isVote":1,"tweetType":1,"viewCount":3127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879105513,"gmtCreate":1636686690180,"gmtModify":1636690227232,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Disney gogo","listText":"Disney gogo","text":"Disney gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879105513","repostId":"1191024703","repostType":4,"repost":{"id":"1191024703","kind":"news","pubTimestamp":1636684173,"share":"https://www.laohu8.com/m/news/1191024703?lang=zh_CN&edition=full","pubTime":"2021-11-12 10:29","market":"us","language":"en","title":"Disney Stock: After The All-Around Miss, What’s Next?<blockquote>迪士尼股票：全面失误之后，下一步是什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191024703","media":"The Street","summary":"On November 10, Disneypublishedits fiscal Q4 results. The company disappointed investors across the ","content":"<p>On November 10, Disneypublishedits fiscal Q4 results. The company disappointed investors across the board. Disney stock&nbsp;(<b>DIS</b>) -Get Walt Disney Company Report&nbsp;sank below $160 per share in the morning, before recovering a bit. Below, we review the key performance metrics, and discuss the path forward for Disney and its stock.</p><p><blockquote>11月10日，迪士尼公布了第四季度财报。该公司全面令投资者失望。迪士尼股票(<b>说</b>)-华特迪士尼公司报告上午跌破每股160美元，随后略有回升。下面，我们回顾关键业绩指标，并讨论迪士尼及其股票的前进道路。</blockquote></p><p> An uncomfortable all-round miss</p><p><blockquote>令人不舒服的全面失误</blockquote></p><p> Disney reported revenue of $18.5 billion, an increase of 26% over the same period last year. EPS also improved significantly, climbing from a per-share loss of $0.39 in the comparable 2020 quarter to positive earnings of $0.09 this time.</p><p><blockquote>迪士尼公布营收185亿美元，较去年同期增长26%。每股收益也显着改善，从2020年同期的每股亏损0.39美元攀升至本次的正收益0.09美元。</blockquote></p><p> Analysts were certainly hoping for more, as both top- and bottom-line results missed consensus estimates. But Disney CEO Bob Chapek seemed satisfied:</p><p><blockquote>分析师当然希望看到更多，因为营收和净利润均未达到普遍预期。但迪士尼首席执行官鲍勃·查佩克似乎很满意：</blockquote></p><p>   “This has been a very productive year for The Walt Disney Company, as we've made great strides in reopening our businesses while taking meaningful and innovative steps in Direct-to-Consumer and at our Parks, particularly with our popular new Disney Genie and Magic Key offerings.”  Streaming lagged expectations</p><p><blockquote>“对于华特迪士尼公司来说，今年是非常富有成效的一年，我们在重新开放业务方面取得了长足进步，同时在直接面向消费者和公园方面采取了有意义和创新的步骤，特别是我们广受欢迎的新迪士尼精灵和魔法钥匙产品。”流媒体落后于预期</blockquote></p><p> In media and entertainment distribution, linear networks did worst, with revenues of $6.7 billion dipping 4% over 2020 levels. Cord-cutting continues to be a secular negative for Disney, which still relies on linear TV for over one-third of its total revenues – and even more of its operating profits.</p><p><blockquote>在媒体和娱乐发行领域，linear networks表现最差，收入为67亿美元，比2020年下降4%。对于迪士尼来说，剪线仍然是一个长期的负面影响，该公司总收入的三分之一以上仍然依赖线性电视，甚至更多的营业利润。</blockquote></p><p> In DTC (direct-to-consumer), which encompasses all of Disney's streaming products, the company delivered solid growth. Disney+ and ESPN+ saw subscribers rise by more than 60% each, while Hulu experienced an increase of 20% – worse than its peers, but still not too bad.</p><p><blockquote>在涵盖迪士尼所有流媒体产品的DTC（直接面向消费者）领域，该公司实现了稳健增长。Disney+和ESPN+的订户分别增长了60%以上，而Hulu增长了20%——比同行差，但仍然不算太差。</blockquote></p><p> The problem is that Wall Street seems to have set the bar too high ahead of earnings. Disney failed to meet expectations on Disney+ user adds by a good 7 million, and it did not help that average monthly revenue per user dropped nearly 10%. These numbers bode ill for the growth thesis in streaming.</p><p><blockquote>问题是，华尔街似乎在盈利之前设定了太高的标准。迪士尼未能达到Disney+用户增加700万的预期，每个用户的平均月收入下降了近10%也于事无补。这些数字对于流媒体的增长论点来说是个坏兆头。</blockquote></p><p> The reopening upside</p><p><blockquote>重新开放的上行空间</blockquote></p><p> Disney parks and experiences segment saw revenues double to $5.5 billion vs. $2.7 billion in the comparable 2020 quarter. The sharp increase was not a surprise and is largely related to the reopening of the company's parks and resorts.</p><p><blockquote>迪士尼乐园和体验部门的收入翻了一番，达到55亿美元，而2020年同期为27亿美元。大幅增长并不令人意外，很大程度上与该公司公园和度假村的重新开放有关。</blockquote></p><p> However, consumer product revenues, representing less than 10% of total company sales, declined by 3%. According to Disney, these results were driven by lower royalties from licensing of Marvel's Avengers and Twisted Wonderland games.</p><p><blockquote>然而，占公司总销售额不到10%的消费品收入下降了3%。迪士尼表示，这些业绩是由漫威《复仇者联盟》和《扭曲仙境》游戏许可版税较低推动的。</blockquote></p><p> Our take</p><p><blockquote>我们的看法</blockquote></p><p> In isolation, Disney’s results were far from disastrous. The reopening of the economy has been helping to push revenues and earnings higher each quarter, mostly driven by the rebirth of parks and entertainment services. Growth in streaming usage remains solid, especially in Disney+ and ESPN+.</p><p><blockquote>单独来看，迪士尼的业绩远非灾难性的。经济的重新开放有助于推高每个季度的收入和收益，这主要是由公园和娱乐服务的重生推动的。流媒体使用的增长仍然强劲，尤其是在Disney+和ESPN+。</blockquote></p><p> The problem is that Disney does not seem to be moving quickly enough relative to expectations. On a 2022 basis, DIS is valued at a P/E of 36 times that is better suited for a growth stock. When the bar is set at this level, analysts and investors will naturally expect more of the media company.</p><p><blockquote>问题是，相对于预期，迪士尼的行动似乎不够快。以2022年为基础，DIS的市盈率为36倍，更适合成长型股票。当门槛设定在这个水平时，分析师和投资者自然会对这家媒体公司抱有更多期望。</blockquote></p><p> The better news is that business fundamentals do not seem to be deteriorating, only improving at a slower pace. That said, we believe that DIS will find support once valuation better aligns with Disney’s growth prospects. With the stock down nearly 20% from the March peak, this could happen soon.</p><p><blockquote>更好的消息是，商业基本面似乎没有恶化，只是改善速度较慢。也就是说，我们相信，一旦估值更好地与迪士尼的增长前景保持一致，DIS将获得支撑。随着该股较3月份峰值下跌近20%，这种情况可能很快就会发生。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney Stock: After The All-Around Miss, What’s Next?<blockquote>迪士尼股票：全面失误之后，下一步是什么？</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\">\nDisney Stock: After The All-Around Miss, What’s Next?<blockquote>迪士尼股票：全面失误之后，下一步是什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-11-12 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On November 10, Disneypublishedits fiscal Q4 results. The company disappointed investors across the board. Disney stock&nbsp;(<b>DIS</b>) -Get Walt Disney Company Report&nbsp;sank below $160 per share in the morning, before recovering a bit. Below, we review the key performance metrics, and discuss the path forward for Disney and its stock.</p><p><blockquote>11月10日，迪士尼公布了第四季度财报。该公司全面令投资者失望。迪士尼股票(<b>说</b>)-华特迪士尼公司报告上午跌破每股160美元，随后略有回升。下面，我们回顾关键业绩指标，并讨论迪士尼及其股票的前进道路。</blockquote></p><p> An uncomfortable all-round miss</p><p><blockquote>令人不舒服的全面失误</blockquote></p><p> Disney reported revenue of $18.5 billion, an increase of 26% over the same period last year. EPS also improved significantly, climbing from a per-share loss of $0.39 in the comparable 2020 quarter to positive earnings of $0.09 this time.</p><p><blockquote>迪士尼公布营收185亿美元，较去年同期增长26%。每股收益也显着改善，从2020年同期的每股亏损0.39美元攀升至本次的正收益0.09美元。</blockquote></p><p> Analysts were certainly hoping for more, as both top- and bottom-line results missed consensus estimates. But Disney CEO Bob Chapek seemed satisfied:</p><p><blockquote>分析师当然希望看到更多，因为营收和净利润均未达到普遍预期。但迪士尼首席执行官鲍勃·查佩克似乎很满意：</blockquote></p><p>   “This has been a very productive year for The Walt Disney Company, as we've made great strides in reopening our businesses while taking meaningful and innovative steps in Direct-to-Consumer and at our Parks, particularly with our popular new Disney Genie and Magic Key offerings.”  Streaming lagged expectations</p><p><blockquote>“对于华特迪士尼公司来说，今年是非常富有成效的一年，我们在重新开放业务方面取得了长足进步，同时在直接面向消费者和公园方面采取了有意义和创新的步骤，特别是我们广受欢迎的新迪士尼精灵和魔法钥匙产品。”流媒体落后于预期</blockquote></p><p> In media and entertainment distribution, linear networks did worst, with revenues of $6.7 billion dipping 4% over 2020 levels. Cord-cutting continues to be a secular negative for Disney, which still relies on linear TV for over one-third of its total revenues – and even more of its operating profits.</p><p><blockquote>在媒体和娱乐发行领域，linear networks表现最差，收入为67亿美元，比2020年下降4%。对于迪士尼来说，剪线仍然是一个长期的负面影响，该公司总收入的三分之一以上仍然依赖线性电视，甚至更多的营业利润。</blockquote></p><p> In DTC (direct-to-consumer), which encompasses all of Disney's streaming products, the company delivered solid growth. Disney+ and ESPN+ saw subscribers rise by more than 60% each, while Hulu experienced an increase of 20% – worse than its peers, but still not too bad.</p><p><blockquote>在涵盖迪士尼所有流媒体产品的DTC（直接面向消费者）领域，该公司实现了稳健增长。Disney+和ESPN+的订户分别增长了60%以上，而Hulu增长了20%——比同行差，但仍然不算太差。</blockquote></p><p> The problem is that Wall Street seems to have set the bar too high ahead of earnings. Disney failed to meet expectations on Disney+ user adds by a good 7 million, and it did not help that average monthly revenue per user dropped nearly 10%. These numbers bode ill for the growth thesis in streaming.</p><p><blockquote>问题是，华尔街似乎在盈利之前设定了太高的标准。迪士尼未能达到Disney+用户增加700万的预期，每个用户的平均月收入下降了近10%也于事无补。这些数字对于流媒体的增长论点来说是个坏兆头。</blockquote></p><p> The reopening upside</p><p><blockquote>重新开放的上行空间</blockquote></p><p> Disney parks and experiences segment saw revenues double to $5.5 billion vs. $2.7 billion in the comparable 2020 quarter. The sharp increase was not a surprise and is largely related to the reopening of the company's parks and resorts.</p><p><blockquote>迪士尼乐园和体验部门的收入翻了一番，达到55亿美元，而2020年同期为27亿美元。大幅增长并不令人意外，很大程度上与该公司公园和度假村的重新开放有关。</blockquote></p><p> However, consumer product revenues, representing less than 10% of total company sales, declined by 3%. According to Disney, these results were driven by lower royalties from licensing of Marvel's Avengers and Twisted Wonderland games.</p><p><blockquote>然而，占公司总销售额不到10%的消费品收入下降了3%。迪士尼表示，这些业绩是由漫威《复仇者联盟》和《扭曲仙境》游戏许可版税较低推动的。</blockquote></p><p> Our take</p><p><blockquote>我们的看法</blockquote></p><p> In isolation, Disney’s results were far from disastrous. The reopening of the economy has been helping to push revenues and earnings higher each quarter, mostly driven by the rebirth of parks and entertainment services. Growth in streaming usage remains solid, especially in Disney+ and ESPN+.</p><p><blockquote>单独来看，迪士尼的业绩远非灾难性的。经济的重新开放有助于推高每个季度的收入和收益，这主要是由公园和娱乐服务的重生推动的。流媒体使用的增长仍然强劲，尤其是在Disney+和ESPN+。</blockquote></p><p> The problem is that Disney does not seem to be moving quickly enough relative to expectations. On a 2022 basis, DIS is valued at a P/E of 36 times that is better suited for a growth stock. When the bar is set at this level, analysts and investors will naturally expect more of the media company.</p><p><blockquote>问题是，相对于预期，迪士尼的行动似乎不够快。以2022年为基础，DIS的市盈率为36倍，更适合成长型股票。当门槛设定在这个水平时，分析师和投资者自然会对这家媒体公司抱有更多期望。</blockquote></p><p> The better news is that business fundamentals do not seem to be deteriorating, only improving at a slower pace. That said, we believe that DIS will find support once valuation better aligns with Disney’s growth prospects. With the stock down nearly 20% from the March peak, this could happen soon.</p><p><blockquote>更好的消息是，商业基本面似乎没有恶化，只是改善速度较慢。也就是说，我们相信，一旦估值更好地与迪士尼的增长前景保持一致，DIS将获得支撑。随着该股较3月份峰值下跌近20%，这种情况可能很快就会发生。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/dis/disney-stock-after-the-all-around-miss-whats-next\">The Street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6293418aaa188f49eeedbed2477b7c32","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.thestreet.com/streaming/dis/disney-stock-after-the-all-around-miss-whats-next","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191024703","content_text":"On November 10, Disneypublishedits fiscal Q4 results. The company disappointed investors across the board. Disney stock (DIS) -Get Walt Disney Company Report sank below $160 per share in the morning, before recovering a bit. Below, we review the key performance metrics, and discuss the path forward for Disney and its stock.\nAn uncomfortable all-round miss\nDisney reported revenue of $18.5 billion, an increase of 26% over the same period last year. EPS also improved significantly, climbing from a per-share loss of $0.39 in the comparable 2020 quarter to positive earnings of $0.09 this time.\nAnalysts were certainly hoping for more, as both top- and bottom-line results missed consensus estimates. But Disney CEO Bob Chapek seemed satisfied:\n\n “This has been a very productive year for The Walt Disney Company, as we've made great strides in reopening our businesses while taking meaningful and innovative steps in Direct-to-Consumer and at our Parks, particularly with our popular new Disney Genie and Magic Key offerings.”\n\nStreaming lagged expectations\nIn media and entertainment distribution, linear networks did worst, with revenues of $6.7 billion dipping 4% over 2020 levels. Cord-cutting continues to be a secular negative for Disney, which still relies on linear TV for over one-third of its total revenues – and even more of its operating profits.\nIn DTC (direct-to-consumer), which encompasses all of Disney's streaming products, the company delivered solid growth. Disney+ and ESPN+ saw subscribers rise by more than 60% each, while Hulu experienced an increase of 20% – worse than its peers, but still not too bad.\nThe problem is that Wall Street seems to have set the bar too high ahead of earnings. Disney failed to meet expectations on Disney+ user adds by a good 7 million, and it did not help that average monthly revenue per user dropped nearly 10%. These numbers bode ill for the growth thesis in streaming.\nThe reopening upside\nDisney parks and experiences segment saw revenues double to $5.5 billion vs. $2.7 billion in the comparable 2020 quarter. The sharp increase was not a surprise and is largely related to the reopening of the company's parks and resorts.\nHowever, consumer product revenues, representing less than 10% of total company sales, declined by 3%. According to Disney, these results were driven by lower royalties from licensing of Marvel's Avengers and Twisted Wonderland games.\nOur take\nIn isolation, Disney’s results were far from disastrous. The reopening of the economy has been helping to push revenues and earnings higher each quarter, mostly driven by the rebirth of parks and entertainment services. Growth in streaming usage remains solid, especially in Disney+ and ESPN+.\nThe problem is that Disney does not seem to be moving quickly enough relative to expectations. On a 2022 basis, DIS is valued at a P/E of 36 times that is better suited for a growth stock. When the bar is set at this level, analysts and investors will naturally expect more of the media company.\nThe better news is that business fundamentals do not seem to be deteriorating, only improving at a slower pace. That said, we believe that DIS will find support once valuation better aligns with Disney’s growth prospects. With the stock down nearly 20% from the March peak, this could happen soon.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":2251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847833335,"gmtCreate":1636505101778,"gmtModify":1636505101778,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Nio!","listText":"Nio!","text":"Nio!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847833335","repostId":"2182089540","repostType":4,"isVote":1,"tweetType":1,"viewCount":2642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844828036,"gmtCreate":1636417670802,"gmtModify":1636417670895,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Paypal","listText":"Paypal","text":"Paypal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844828036","repostId":"2182772815","repostType":4,"isVote":1,"tweetType":1,"viewCount":1809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845995216,"gmtCreate":1636260432033,"gmtModify":1636260433224,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Moderna!","listText":"Moderna!","text":"Moderna!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845995216","repostId":"2181742244","repostType":4,"isVote":1,"tweetType":1,"viewCount":2536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848672009,"gmtCreate":1635997872479,"gmtModify":1635997872567,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Allbird!","listText":"Allbird!","text":"Allbird!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848672009","repostId":"1193396656","repostType":4,"repost":{"id":"1193396656","kind":"news","pubTimestamp":1635994681,"share":"https://www.laohu8.com/m/news/1193396656?lang=zh_CN&edition=full","pubTime":"2021-11-04 10:58","market":"us","language":"en","title":"Allbirds surges 90% on IPO day<blockquote>Allbirds IPO日股价飙升90%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193396656","media":"finance.yahoo","summary":"Allbirds (BIRD), the sustainable footwear brand, surged 90% on its IPO day, closing at $28.64 per sh","content":"<p>Allbirds (BIRD), the sustainable footwear brand, surged 90% on its IPO day, closing at $28.64 per share on Wednesday. The stock had opened at $21.21 per share, well above its $15 initial public offering price.</p><p><blockquote>可持续鞋类品牌Allbirds(BIRD)在IPO当天飙升90%，周三收于每股28.64美元。该股开盘价为每股21.21美元，远高于15美元的首次公开募股价格。</blockquote></p><p> Allbirds calls itself a global lifestyle brand \"that innovates with naturally derived materials to make better footwear and apparel products in a better way.\" The San Francisco-based company says its footwear has a 30% lower carbon footprint than standard sneakers.</p><p><blockquote>Allbirds评级本身是一个全球生活方式品牌，“利用天然材料进行创新，以更好的方式制造更好的鞋类和服装产品。”这家总部位于旧金山的公司表示，其鞋类的碳足迹比标准运动鞋低30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/260d091bbb013ff9d8f28515a7f54a95\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>People shop at Allbirds store, a maker of sustainable shoes, in lower Manhattan on August 31, 2021 in New York City. (Photo by Spencer Platt/Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年8月31日，人们在纽约市曼哈顿下城的可持续鞋类制造商Allbirds商店购物。（斯宾塞·普拉特/盖蒂图片社摄）</span></p></blockquote></p><p> Since it was founded in 2015, the company has sold more than 8 million pairs of shoes to over 4 million customers globally, according to itsS-1 filing.</p><p><blockquote>根据itsS-1文件，自2015年成立以来，该公司已向全球400多万客户销售了800多万双鞋。</blockquote></p><p> Allbirds markets directly to consumers digitally and through the 27 physical stores it has as of June 30, 2021.</p><p><blockquote>截至2021年6月30日，Allbirds通过其拥有的27家实体店直接向消费者进行数字营销。</blockquote></p><p> Last year, 89% of sales came through the company's digital channels. Stores accounted for the other 11% of sales.</p><p><blockquote>去年，89%的销售额来自公司的数字渠道。商店占销售额的另外11%。</blockquote></p><p> The company's net revenue grew from $126 million in 2018 to $219.3 million in 2020. It generated an adjusted EBITDA loss of $15.4 million in 2020, up from a loss of $1.3 million in 2019.</p><p><blockquote>该公司的净收入从2018年的1.26亿美元增长到2020年的2.193亿美元。2020年调整后EBITDA亏损为1540万美元，高于2019年的亏损130万美元。</blockquote></p><p> Allbirds offered 20.2 million shares in its IPO, raising more than $300 million.</p><p><blockquote>Allbirds在IPO中发行了2020万股股票，筹集了超过3亿美元。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Allbirds surges 90% on IPO day<blockquote>Allbirds IPO日股价飙升90%</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\">\nAllbirds surges 90% on IPO day<blockquote>Allbirds IPO日股价飙升90%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-11-04 10:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Allbirds (BIRD), the sustainable footwear brand, surged 90% on its IPO day, closing at $28.64 per share on Wednesday. The stock had opened at $21.21 per share, well above its $15 initial public offering price.</p><p><blockquote>可持续鞋类品牌Allbirds(BIRD)在IPO当天飙升90%，周三收于每股28.64美元。该股开盘价为每股21.21美元，远高于15美元的首次公开募股价格。</blockquote></p><p> Allbirds calls itself a global lifestyle brand \"that innovates with naturally derived materials to make better footwear and apparel products in a better way.\" The San Francisco-based company says its footwear has a 30% lower carbon footprint than standard sneakers.</p><p><blockquote>Allbirds评级本身是一个全球生活方式品牌，“利用天然材料进行创新，以更好的方式制造更好的鞋类和服装产品。”这家总部位于旧金山的公司表示，其鞋类的碳足迹比标准运动鞋低30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/260d091bbb013ff9d8f28515a7f54a95\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>People shop at Allbirds store, a maker of sustainable shoes, in lower Manhattan on August 31, 2021 in New York City. (Photo by Spencer Platt/Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年8月31日，人们在纽约市曼哈顿下城的可持续鞋类制造商Allbirds商店购物。（斯宾塞·普拉特/盖蒂图片社摄）</span></p></blockquote></p><p> Since it was founded in 2015, the company has sold more than 8 million pairs of shoes to over 4 million customers globally, according to itsS-1 filing.</p><p><blockquote>根据itsS-1文件，自2015年成立以来，该公司已向全球400多万客户销售了800多万双鞋。</blockquote></p><p> Allbirds markets directly to consumers digitally and through the 27 physical stores it has as of June 30, 2021.</p><p><blockquote>截至2021年6月30日，Allbirds通过其拥有的27家实体店直接向消费者进行数字营销。</blockquote></p><p> Last year, 89% of sales came through the company's digital channels. Stores accounted for the other 11% of sales.</p><p><blockquote>去年，89%的销售额来自公司的数字渠道。商店占销售额的另外11%。</blockquote></p><p> The company's net revenue grew from $126 million in 2018 to $219.3 million in 2020. It generated an adjusted EBITDA loss of $15.4 million in 2020, up from a loss of $1.3 million in 2019.</p><p><blockquote>该公司的净收入从2018年的1.26亿美元增长到2020年的2.193亿美元。2020年调整后EBITDA亏损为1540万美元，高于2019年的亏损130万美元。</blockquote></p><p> Allbirds offered 20.2 million shares in its IPO, raising more than $300 million.</p><p><blockquote>Allbirds在IPO中发行了2020万股股票，筹集了超过3亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/allbirds-ipo-heres-how-shares-are-trading-152921103.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIRD":"Allbirds, Inc."},"source_url":"https://finance.yahoo.com/news/allbirds-ipo-heres-how-shares-are-trading-152921103.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193396656","content_text":"Allbirds (BIRD), the sustainable footwear brand, surged 90% on its IPO day, closing at $28.64 per share on Wednesday. The stock had opened at $21.21 per share, well above its $15 initial public offering price.\nAllbirds calls itself a global lifestyle brand \"that innovates with naturally derived materials to make better footwear and apparel products in a better way.\" The San Francisco-based company says its footwear has a 30% lower carbon footprint than standard sneakers.\nPeople shop at Allbirds store, a maker of sustainable shoes, in lower Manhattan on August 31, 2021 in New York City. (Photo by Spencer Platt/Getty Images)\nSince it was founded in 2015, the company has sold more than 8 million pairs of shoes to over 4 million customers globally, according to itsS-1 filing.\nAllbirds markets directly to consumers digitally and through the 27 physical stores it has as of June 30, 2021.\nLast year, 89% of sales came through the company's digital channels. Stores accounted for the other 11% of sales.\nThe company's net revenue grew from $126 million in 2018 to $219.3 million in 2020. It generated an adjusted EBITDA loss of $15.4 million in 2020, up from a loss of $1.3 million in 2019.\nAllbirds offered 20.2 million shares in its IPO, raising more than $300 million.","news_type":1,"symbols_score_info":{"BIRD":0.9}},"isVote":1,"tweetType":1,"viewCount":2157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849197773,"gmtCreate":1635733330809,"gmtModify":1635733330809,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Moderna!","listText":"Moderna!","text":"Moderna!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849197773","repostId":"2180224544","repostType":4,"repost":{"id":"2180224544","kind":"news","pubTimestamp":1635722133,"share":"https://www.laohu8.com/m/news/2180224544?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:15","market":"us","language":"en","title":"US approval on Moderna's Covid-19 vaccine for teens delayed<blockquote>美国推迟批准Moderna针对青少年的Covid-19疫苗</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2180224544","media":"The Straits Times","summary":"WASHINGTON (AFP) - US biotech firm Moderna said Sunday (Oct 31) that American officials have delayed","content":"<p><div> WASHINGTON (AFP) - US biotech firm Moderna said Sunday (Oct 31) that American officials have delayed approving its Covid-19 vaccine for teenagers to allow more time to better assess the potential risk...</p><p><blockquote><div>华盛顿（法新社）-美国生物技术公司Moderna周日（10月31日）表示，美国官员已经推迟批准其用于青少年的新冠肺炎疫苗，以便有更多时间更好地评估潜在风险...</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/world/united-states/us-approval-for-modernas-covid-19-vaccine-for-teens-delayed\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/world/united-states/us-approval-for-modernas-covid-19-vaccine-for-teens-delayed\">网页连接</a></blockquote></p><p></p>","source":"straits_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US approval on Moderna's Covid-19 vaccine for teens delayed<blockquote>美国推迟批准Moderna针对青少年的Covid-19疫苗</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS approval on Moderna's Covid-19 vaccine for teens delayed<blockquote>美国推迟批准Moderna针对青少年的Covid-19疫苗</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Straits Times</strong><span class=\"h-time small\">2021-11-01 07:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> WASHINGTON (AFP) - US biotech firm Moderna said Sunday (Oct 31) that American officials have delayed approving its Covid-19 vaccine for teenagers to allow more time to better assess the potential risk...</p><p><blockquote><div>华盛顿（法新社）-美国生物技术公司Moderna周日（10月31日）表示，美国官员已经推迟批准其用于青少年的新冠肺炎疫苗，以便有更多时间更好地评估潜在风险...</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/world/united-states/us-approval-for-modernas-covid-19-vaccine-for-teens-delayed\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/world/united-states/us-approval-for-modernas-covid-19-vaccine-for-teens-delayed\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.straitstimes.com/world/united-states/us-approval-for-modernas-covid-19-vaccine-for-teens-delayed\">The Straits Times</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","PFE":"辉瑞"},"source_url":"http://www.straitstimes.com/world/united-states/us-approval-for-modernas-covid-19-vaccine-for-teens-delayed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2180224544","content_text":"WASHINGTON (AFP) - US biotech firm Moderna said Sunday (Oct 31) that American officials have delayed approving its Covid-19 vaccine for teenagers to allow more time to better assess the potential risk of developing myocarditis, or heart inflammation.\nThe US Food and Drug Administration (FDA) on Friday \"informed Moderna that the agency requires additional time to evaluate recent international analyses of the risk of myocarditis after vaccination,\" the biotech company said Sunday in a statement.\nThe evaluation on whether to recommend Moderna's vaccine for 12- to 17-year-olds could last until January 2022, the company said.\nMyocarditis and an associated risk, pericarditis (inflammation around the heart) have previously been linked to the Pfizer and Moderna Covid-19 vaccines themselves, particularly among adolescent boys and young men.\nBut the risk is far higher after infection with Covid-19, according to a study published in August by the US Centers for Disease Control and Prevention (CDC).\nThe CDC found that \"myocarditis following vaccination with mRNA vaccines has been rare and generally mild,\" Moderna said.\nAnother mRNA Covid-19 vaccine, by Pfizer-BioNTech, on Friday received US authorization for children aged five to 11, in smaller doses than for adults.\nModerna had previously said it was waiting for the FDA to decide on whether to approve its vaccine for adolescents under age 18 before seeking regulator approval for younger age groups.","news_type":1,"symbols_score_info":{"MRNA":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":2435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854467282,"gmtCreate":1635474701458,"gmtModify":1635474701583,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Apple go!","listText":"Apple go!","text":"Apple go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854467282","repostId":"1178207364","repostType":4,"repost":{"id":"1178207364","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":1635460531,"share":"https://www.laohu8.com/m/news/1178207364?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:35","market":"us","language":"en","title":"Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失60亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178207364","media":"Tiger Newspress","summary":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southe","content":"<p>Apple&nbsp;revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday,&nbsp;which Apple CEO Tim Cook attributed to larger-than-expected supply constraints&nbsp;on iPhones, iPads, and Macs.</p><p><blockquote>周四，苹果第四财季营收不及华尔街预期，苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示：“尽管供应限制超出预期，我们估计供应限制约为60亿美元，但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示，在当前的假日销售季度，影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29%&nbsp;and each of its product categories grew on an annual basis.</p><p><blockquote>然而，苹果的整体收入仍增长了29%，其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现：</blockquote></p><p> <ul>  <li><b>EPS:</b>&nbsp;$1.24 vs. $1.24&nbsp;estimated</li>  <li><b>Revenue:</b>&nbsp;$83.36&nbsp;billion&nbsp;&nbsp;vs.&nbsp;$84.85&nbsp;billion&nbsp;estimated, up 29% year-over-year</li>  <li><b>iPhone revenue:</b>&nbsp;$38.87&nbsp;billion&nbsp;vs. $41.51&nbsp;billion&nbsp;estimated, up 47% year-over-year</li>  <li><b>Services revenue:</b>&nbsp;$18.28&nbsp;billion&nbsp;vs. $17.64&nbsp;billion&nbsp;estimated,&nbsp;up 25.6% year-over-year</li>  <li><b>Other Products revenue:</b>&nbsp;$8.79&nbsp;billion&nbsp;vs. $9.33&nbsp;billion&nbsp;estimated, up 11.5% year-over-year</li>  <li><b>Mac revenue:</b>&nbsp;$9.18&nbsp;billion&nbsp;vs. $9.23&nbsp;billion&nbsp;estimated, up 1.6% year-over-year</li>  <li><b>iPad revenue:</b>&nbsp;$8.25&nbsp;billion&nbsp;vs. $7.23&nbsp;billion&nbsp;estimated, up 21.4% year-over-year</li>  <li><b>Gross margin:</b>&nbsp;42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS：</b>1.24美元与预估1.24美元</li><li><b>收入：</b>833.6亿美元，预期848.5亿美元，同比增长29%</li><li><b>iPhone收入：</b>388.7亿美元对比。预计415.1亿美元，同比增长47%</li><li><b>服务收入：</b>182.8亿美元对比。预计176.4亿美元，同比增长25.6%</li><li><b>其他产品收入：</b>87.9亿美元对比。预计93.3亿美元，同比增长11.5%</li><li><b>Mac收入：</b>91.8亿美元对比。预计92.3亿美元，同比增长1.6%</li><li><b>iPad收入：</b>82.5亿美元对比。预计72.3亿美元，同比增长21.4%</li><li><b>毛利率：</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%，但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半，被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，苹果表示，第四财季营收和利润分别为834亿美元和每股1.24美元，而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号，该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者，芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com&nbsp;forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久，苹果公布了业绩，部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示，苹果“相当好地解决了这些问题，但也未能毫发无损，这些问题持续时间的延长将带来麻烦，特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，苹果表示，第四季度iPhone销售额为389亿美元，低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示，采用旧技术制造的芯片仍然是关键的供应限制。他表示，苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难，”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，该公司的配件部门包括AirPods无线耳机等快速增长的类别，收入为88亿美元，比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据，iPad和Mac的销售额分别为83亿美元和92亿美元，而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门（包括App Store业务）销售额为183亿美元，增长26%，而分析师预期为176亿美元。Cook表示，苹果目前在其平台上拥有7.45亿付费用户，高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示：“服务表现强劲，这显示了软件和服务的美观和耐用性，因为利润率更高，而且不存在供应问题，因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额，增长了83%，达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示，本季度向股东返还了240亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失60亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失60亿美元</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\">2021-10-29 06:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday,&nbsp;which Apple CEO Tim Cook attributed to larger-than-expected supply constraints&nbsp;on iPhones, iPads, and Macs.</p><p><blockquote>周四，苹果第四财季营收不及华尔街预期，苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示：“尽管供应限制超出预期，我们估计供应限制约为60亿美元，但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示，在当前的假日销售季度，影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29%&nbsp;and each of its product categories grew on an annual basis.</p><p><blockquote>然而，苹果的整体收入仍增长了29%，其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现：</blockquote></p><p> <ul>  <li><b>EPS:</b>&nbsp;$1.24 vs. $1.24&nbsp;estimated</li>  <li><b>Revenue:</b>&nbsp;$83.36&nbsp;billion&nbsp;&nbsp;vs.&nbsp;$84.85&nbsp;billion&nbsp;estimated, up 29% year-over-year</li>  <li><b>iPhone revenue:</b>&nbsp;$38.87&nbsp;billion&nbsp;vs. $41.51&nbsp;billion&nbsp;estimated, up 47% year-over-year</li>  <li><b>Services revenue:</b>&nbsp;$18.28&nbsp;billion&nbsp;vs. $17.64&nbsp;billion&nbsp;estimated,&nbsp;up 25.6% year-over-year</li>  <li><b>Other Products revenue:</b>&nbsp;$8.79&nbsp;billion&nbsp;vs. $9.33&nbsp;billion&nbsp;estimated, up 11.5% year-over-year</li>  <li><b>Mac revenue:</b>&nbsp;$9.18&nbsp;billion&nbsp;vs. $9.23&nbsp;billion&nbsp;estimated, up 1.6% year-over-year</li>  <li><b>iPad revenue:</b>&nbsp;$8.25&nbsp;billion&nbsp;vs. $7.23&nbsp;billion&nbsp;estimated, up 21.4% year-over-year</li>  <li><b>Gross margin:</b>&nbsp;42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS：</b>1.24美元与预估1.24美元</li><li><b>收入：</b>833.6亿美元，预期848.5亿美元，同比增长29%</li><li><b>iPhone收入：</b>388.7亿美元对比。预计415.1亿美元，同比增长47%</li><li><b>服务收入：</b>182.8亿美元对比。预计176.4亿美元，同比增长25.6%</li><li><b>其他产品收入：</b>87.9亿美元对比。预计93.3亿美元，同比增长11.5%</li><li><b>Mac收入：</b>91.8亿美元对比。预计92.3亿美元，同比增长1.6%</li><li><b>iPad收入：</b>82.5亿美元对比。预计72.3亿美元，同比增长21.4%</li><li><b>毛利率：</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%，但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半，被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，苹果表示，第四财季营收和利润分别为834亿美元和每股1.24美元，而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号，该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者，芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com&nbsp;forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久，苹果公布了业绩，部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示，苹果“相当好地解决了这些问题，但也未能毫发无损，这些问题持续时间的延长将带来麻烦，特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，苹果表示，第四季度iPhone销售额为389亿美元，低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示，采用旧技术制造的芯片仍然是关键的供应限制。他表示，苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难，”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，该公司的配件部门包括AirPods无线耳机等快速增长的类别，收入为88亿美元，比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据，iPad和Mac的销售额分别为83亿美元和92亿美元，而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门（包括App Store业务）销售额为183亿美元，增长26%，而分析师预期为176亿美元。Cook表示，苹果目前在其平台上拥有7.45亿付费用户，高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示：“服务表现强劲，这显示了软件和服务的美观和耐用性，因为利润率更高，而且不存在供应问题，因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额，增长了83%，达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示，本季度向股东返还了240亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178207364","content_text":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\nApple fell 3.7% in extended trading.\n\n\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.\nHowever, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.\nHere's how Apple did versus Refinitiv consensus estimates:\n\nEPS: $1.24 vs. $1.24 estimated\nRevenue: $83.36 billion  vs. $84.85 billion estimated, up 29% year-over-year\niPhone revenue: $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year\nServices revenue: $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year\nOther Products revenue: $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year\nMac revenue: $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year\niPad revenue: $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year\nGross margin: 42.2% vs. 42.0% estimated\n\niPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.\nApple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.\nApple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.\nThe results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.\nApple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.\nApple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.\nApple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.\nMISSES\nApple missed expectations in two key categories.\nApple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.\nCook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.\n\"It's very difficult to call,\" Cook said.\nThe company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.\nOther segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.\nThe company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.\n\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.\nAnother bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.\nThe company said it returned $24 billion to shareholders during the quarter.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854380752,"gmtCreate":1635419640204,"gmtModify":1635419761515,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Tesla","listText":"Tesla","text":"Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854380752","repostId":"2178252242","repostType":4,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860032696,"gmtCreate":1632105977315,"gmtModify":1632802802396,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/860032696","repostId":"1103359237","repostType":4,"repost":{"id":"1103359237","kind":"news","pubTimestamp":1632104834,"share":"https://www.laohu8.com/m/news/1103359237?lang=zh_CN&edition=full","pubTime":"2021-09-20 10:27","market":"us","language":"en","title":"McDonald's Growth In A Rebound Can Take It To New Highs<blockquote>麦当劳在反弹中的增长可能会将其推向新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103359237","media":"Seeking Alpha","summary":"Summary\n\n2020 proved to be a challenging year, and while some headwinds to foot traffic have remaine","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>2020 proved to be a challenging year, and while some headwinds to foot traffic have remained, revenues and earnings are surging.</li>  <li>Revenues are reaching a multi-year high, with strengths in digital channels and limited time/celeb orders.</li>  <li>Rollout of the MyMcDonald's Rewards should attract millions of more users and drive digital channel sales, a long-term growth opportunity.</li>  <li>Labor and supply chain issues have had some impacts on operations, but margins have expanded still.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95cfe39f14f810cca92bd298c0d36ae4\" tg-width=\"1536\" tg-height=\"1070\" width=\"100%\" height=\"auto\"><span>Jerritt Clark/Getty Images Entertainment</span></p><p><blockquote><ul><li>事实证明，2020年是充满挑战的一年，尽管客流量仍然存在一些阻力，但收入和盈利正在飙升。</li><li>凭借在数字渠道和限时/名人订单方面的优势，收入正达到多年来的最高水平。</li><li>MyMcDonald's奖励的推出应该会吸引数百万用户并推动数字渠道销售，这是一个长期增长机会。</li><li>劳动力和供应链问题对运营产生了一些影响，但利润率仍在扩大。</li></ul><p class=\"t-img-caption\"><span>杰里特·克拉克/盖蒂图片社娱乐</span></p></blockquote></p><p> A renowned dividend growth champion, McDonald's(NYSE:MCD)combines all of the right ingredients of an earnings and revenue rebound from pandemic-impacted operations, growing loyalty and digital channels, and recoveries in in-person dining, among other factors. Although supply chain and labor issues persist, the combination of positive earnings and revenue growth can drive McDonald's to new highs.</p><p><blockquote>作为著名的股息增长冠军，麦当劳（纽约证券交易所股票代码：MCD）结合了受大流行影响的运营带来的盈利和收入反弹、忠诚度和数字渠道的增长以及面对面餐饮的复苏等因素的所有正确因素。尽管供应链和劳动力问题持续存在，但积极的盈利和收入增长相结合，可以推动麦当劳再创新高。</blockquote></p><p> <b>A Strong Rebound</b></p><p><blockquote><b>强劲反弹</b></blockquote></p><p> 2020 proved a challenging year for many businesses dependent on foot traffic, given that widespread restrictions and lockdowns limited customer activity in-person. Fast food chains suffered sharp declines in&nbsp;traffic, but not as sharp as entertainment venues, theaters, malls or hotels. Some of the top fast food/quick-service chains across different food categories (pizzas, burgers, drinks, etc.) and their change in foot traffic during 2020 is shown below.</p><p><blockquote>鉴于广泛的限制和封锁限制了客户的面对面活动，2020年对于许多依赖客流量的企业来说是充满挑战的一年。快餐连锁店的客流量急剧下降，但没有娱乐场所、剧院、商场或酒店那么急剧。不同食品类别（披萨、汉堡、饮料等）的一些顶级快餐/快速服务连锁店。）以及它们在2020年期间的客流量变化如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/211bfacc1cdbe5728bdf6b67f5d96faa\" tg-width=\"958\" tg-height=\"592\" width=\"100%\" height=\"auto\"><span>Graphic from Yahoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来自雅虎</span></p></blockquote></p><p> Yum Brands' KFC, Pizza Hut, and Taco Bell(NYSE:YUM), Restaurant Brands International's Burger King and Popeyes(NYSE:QSR), Domino’s(NYSE:DPZ), Papa John’s(NASDAQ:PZZA), and Starbucks(NASDAQ:SBUX)all witnessed foot traffic decline over 50% in just two months, by April 2020; while McDonald's, Chipotle(NYSE:CMG)and Wendy's(NASDAQ:WEN)saw declines closer to 40%. McDonald's finished 2020 with the second smallest decline at about 45%, just behind Dunkin's 41% decline - however, these are still significant declines in foot traffic, which were offset by drive-thru and delivery.</p><p><blockquote>百胜餐饮旗下的肯德基、必胜客和塔可钟（纽约证券交易所股票代码：YUM），国际餐饮品牌的汉堡王和大力水手（纽约证券交易所股票代码：QSR），达美乐（纽约证券交易所股票代码：DPZ），棒约翰（纳斯达克股票代码：PZZA）和星巴克（纳斯达克股票代码：SBUX）的客流量在短短两个月内下降了50%以上；而麦当劳、Chipotle（纽约证券交易所股票代码：CMG）和Wendy's（纳斯达克股票代码：WEN）的跌幅接近40%。麦当劳在2020年以第二小的跌幅结束，约为45%，仅次于Dunkin的41%跌幅——然而，这些仍然是客流量的大幅下降，被得来速和送货所抵消。</blockquote></p><p> Even with &gt;40% declines in traffic, McDonald's witnessed just a 23.9% decline in&nbsp;comp sales&nbsp;for Q2 2020, with that figure primarily driven by declines in the international segment. Now, comp sales have not just recovered off those declines, but grown above pre-pandemic levels in 2019.</p><p><blockquote>尽管客流量下降了40%以上，但麦当劳2020年第二季度的同店销售额仅下降了23.9%，这一数字主要是由国际市场的下降推动的。现在，comp销售额不仅从这些下降中恢复过来，而且在2019年增长到高于大流行前的水平。</blockquote></p><p> For Q2 2021, global comp sales showed 40.5% y/y - international drove a lot of the rebound, up 75.1%, while US rose 25.9%. Consolidated revenues were up 58% y/y as system sales rose 48%. These figures demonstrate the breadth of the recovery for the company compared to a severely impacted Q2 2020. McDonald's logged its highest quarterly revenue in over 10 quarters, with&nbsp;TTM revenue&nbsp;reaching a three-year high at $21.74 billion.</p><p><blockquote>2021年第二季度，全球销售额同比增长40.5%——国际市场推动了很大反弹，增长了75.1%，而美国增长了25.9%。综合收入同比增长58%，系统销售额增长48%。与受到严重影响的2020年第二季度相比，这些数字显示了该公司复苏的广度。麦当劳创下10多个季度以来的最高季度收入，TTM收入达到217.4亿美元，创三年新高。</blockquote></p><p> A 2-year basis - comparing Q2 2021 to Q2 2019, prior to the pandemic - is where the true strength of that recovery is visible. Global comp sales are 6.9% higher than Q2 2019, with US comp sales showing a solid 14.9% increase and international just 2.6%. Comp sales strengths have been fueled by \"strong average check growth driven by larger order size and menu price increases...as well as growth in delivery and digital platforms.\" Even with the Delta variant surging and potentially impacting some in-person dining, McDonald's had&nbsp;70%&nbsp;of dining rooms open, planning to be fully opened by Labor Day, paving the way for higher foot traffic aiding check and order size in comp sales growth.</p><p><blockquote>以两年为基础——将2021年第二季度与疫情爆发前的2019年第二季度进行比较——可以看出复苏的真正实力。全球comp销售额比2019年Q2高出6.9%，其中美国comp销售额稳步增长14.9%，国际仅增长2.6%。“订单规模扩大和菜单价格上涨推动了平均支票的强劲增长……以及送货和数字平台的增长”推动了Comp的销售优势。尽管德尔塔变异毒株激增并可能影响一些面对面用餐，但麦当劳仍有70%的餐厅开放，并计划在劳动节之前全面开放，为更高的客流量铺平道路，有助于支票和订单规模的比较销售增长。</blockquote></p><p> <b>Earnings and Revenue Growth</b></p><p><blockquote><b>盈利和收入增长</b></blockquote></p><p> Although the pandemic still lingers as the case counts stemming from the Delta variant have spiked since the summer, McDonald's is charging forward with revenue and earnings growth. Q2 has put McDonald's on track to post its highest revenues since FY17 and its highest EPS figure.</p><p><blockquote>尽管自夏季以来，德尔塔变异毒株的病例数激增，疫情仍在持续，但麦当劳的收入和盈利仍在加速增长。第二季度麦当劳有望实现自2017财年以来的最高收入和最高每股收益数据。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da164639956bc60c90f11ed1a9ff848f\" tg-width=\"584\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Data from McDonald's</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自麦当劳</span></p></blockquote></p><p> For the first half of FY21, operating metrics not only have shown solid growth from 2020, but from 2019 and 2018 as well. Revenues are up 6.9% from 2019, while operating income is up 13.8% as margins expanded. Net income rose 32% from 2019's level, boosting diluted EPS substantially, up to $5.00 as shares outstanding decreased by almost 2.5%.</p><p><blockquote>2021财年上半年，运营指标不仅较2020年实现了稳健增长，而且较2019年和2018年也实现了稳健增长。收入较2019年增长6.9%，营业收入随着利润率的扩大增长13.8%。净利润较2019年水平增长32%，摊薄后每股收益大幅提高，达到5.00美元，而流通股减少了近2.5%。</blockquote></p><p></p><p> As the fiscal year progresses and Q3 comes to a close, this growth is expected to continue; for the full year, revenues are expected to reach $23 billion, up nearly 20% y/y, with EPS projected to reach $9.1, up 50% y/y. Compared to 2019, revenues would be 9.1% higher and EPS 16.1%. Given the changes in the operating environment that have persisted, with dine-in not available in all locations, and with the rise of the Delta variant, this level of growth is impressive. Although this growth doesn't compare to a peer such as Wendy's, as revenues grew 12.9% in1H 21compared to 1H 19, and net income 66.6%, it's the scale that matters; Wendy's is a fraction of McDonald's, doing just $3.2 billion in system-wide sales during Q2 compared to McDonald's $28.2 billion.</p><p><blockquote>随着财年的进展和第三季度的结束，这种增长预计将持续下去；全年收入预计将达到230亿美元，同比增长近20%，每股收益预计将达到9.1美元，同比增长50%。与2019年相比，收入将增长9.1%，每股收益将增长16.1%。鉴于经营环境的持续变化，并非所有地点都提供堂食，以及德尔塔变异毒株的崛起，这一增长水平令人印象深刻。尽管这种增长无法与Wendy's等同行相比，因为与2019年上半年相比，2021年上半年的收入增长了12.9%，净利润增长了66.6%，但规模才是最重要的；Wendy's只是麦当劳的一小部分，第二季度全系统销售额仅为32亿美元，而麦当劳为282亿美元。</blockquote></p><p> <b>Some Catalysts and Challenges</b></p><p><blockquote><b>一些催化剂和挑战</b></blockquote></p><p> Aside from dine-in now being available in all locations (unless that has changed in the past two weeks), McDonald's has a few other key catalysts supporting its growth, including digital, delivery and a loyalty program. Last year's limited or no dine-in availability forced fast food restaurants to shift to those other service channels, drive-thru included.</p><p><blockquote>除了现在所有地点都提供堂食（除非过去两周发生变化），麦当劳还有其他一些关键催化剂支持其增长，包括数字化、送货和忠诚度计划。去年，堂食供应有限或没有，迫使快餐店转向其他服务渠道，包括得来速。</blockquote></p><p> MyMcDonald's Rewards is the forefront of McDonald's digital strategy alongside its app, with the loyalty/rewards program rolling out in its largest markets. Going on its sixth year now, the app boasts over 150 million downloads (active users not disclosed), leaving McDonald's a massive user base to tap into with its rewards program. In the US, McDonald's reported over 22 million active users through Q2, with 12 million of those already joining the loyalty/rewards program. The company added that this was prior to advertising the program domestically, with additional rollouts in Germany and Canada this year, and the UK and Australia in 2022. Demand for the rewards program looks strong.</p><p><blockquote>MyMcDonald’s Rewards与其应用程序一起是麦当劳数字战略的前沿，忠诚度/奖励计划在其最大的市场推出。该应用程序现已进入第六个年头，下载量超过1.5亿次（活跃用户未披露），为麦当劳的奖励计划留下了庞大的用户群。在美国，麦当劳通过Q2报告了超过2200万活跃用户，其中1200万已经加入了忠诚度/奖励计划。该公司补充说，这是在国内宣传该计划之前，今年将在德国和加拿大以及2022年在英国和澳大利亚进一步推出。对奖励计划的需求看起来很强劲。</blockquote></p><p> Digital system-wide sales in the top six markets for McDonald's reached almost $8 billion in 1H 2021, up 70% y/y, and accounting for almost 30% of total system-wide sales for 1H. While loyalty rewards can drive higher engagement through the app, the true sign of long-term growth will stem from active users in the app and growth in loyalty signups. MyMcDonald's Rewards is still rolling out in large markets in Q4 and FY22, and early signup rates from the US show that demand for the program is there. Digital channels include delivery and self-service kiosks, and the upcoming quarters will shed light on whether digital sales continue to see momentum even as dining rooms reopen in full. Embedded the app with drive-thru and loyalty has created a synergy that has fueled digital growth, ahead of internal targets for digital customers.</p><p><blockquote>2021年上半年，麦当劳六大市场的数字全系统销售额达到近80亿美元，同比增长70%，占上半年全系统总销售额的近30%。虽然忠诚度奖励可以通过应用程序推动更高的参与度，但长期增长的真正迹象将源于应用程序中的活跃用户和忠诚度注册的增长。MyMcDonald's Rewards仍在第四季度和2022财年在大型市场推出，美国的早期注册率表明对该计划的需求是存在的。数字渠道包括送货和自助服务亭，未来几个季度将揭示即使餐厅全面重新开放，数字销售是否会继续保持势头。将该应用程序与得来速和忠诚度相结合，创造了协同效应，推动了数字增长，领先于数字客户的内部目标。</blockquote></p><p> New product offerings and limited time collaborations also can spark traffic - the company is rolling out the McPlant, a pea-protein burger from&nbsp;Beyond Meat(NASDAQ:BYND), in more markets, while limited edition meals and orders including the Travis Scott, J Balvin and BTS orders and the Crispy Chicken Sandwich. Strong momentum and record breaking demand for the limited edition orders/items bodes well for future releases or orders.</p><p><blockquote>新产品供应和限时合作也可以激发流量——该公司正在更多市场推出Beyond Meat（纳斯达克股票代码：BYND）的豌豆蛋白汉堡McPlant，同时限量版餐食和订单包括Travis Scott、J Balvin和BTS订单以及脆皮鸡肉三明治。对限量版订单/项目的强劲势头和破纪录的需求预示着未来的发布或订单。</blockquote></p><p> At the same time, McDonald's is battling supply chain and labor issues. Companies across all industries have had trouble finding, attracting and hiring workers, and McDonald's stores faced similar issues. McDonald's is seeing an increase in applications amid a 5% increase in US wages; labor inflation has been the majority driver of pricing, which is up about 6% this year, with food contributing just about 0.5%.</p><p><blockquote>与此同时，麦当劳正在与供应链和劳动力问题作斗争。所有行业的公司都在寻找、吸引和雇佣工人方面遇到了困难，麦当劳商店也面临着类似的问题。在美国工资上涨5%的情况下，麦当劳的申请数量有所增加；劳动力通胀一直是定价的主要驱动因素，今年价格上涨了约6%，而食品通胀仅占约0.5%。</blockquote></p><p> Some margin pressures could surface in the back half of the year if average check moderates slightly from Q2's levels, but the broader top-line growth for the remainder of the year aided by these catalysts is expected to keep EPS growth strong. For FY21, McDonald's trades at about 26.6x projected diluted earnings of $9.10, about in line with historical levels, and about 24.2x FY22 earnings of $10.00, as strong margins and close to ~6% growth in revenue can drive ~10% growth in earnings y/y. FY23 could see similar growth rates, up to $10.90 in earnings on about 5.5% growth in revenues. A simple valuation at 26x FY23 earnings provides about 17% upside to $283 in one-year, and while there are other factors in play, the overall strengths within margin, loyalty program uptake, and digital sales acceleration/persistence support that growth and valuation.</p><p><blockquote>如果平均支票较第二季度的水平略有放缓，今年下半年可能会出现一些利润率压力，但在这些催化剂的帮助下，今年剩余时间更广泛的营收增长预计将保持每股收益的强劲增长。2021财年，麦当劳的预期摊薄收益约为9.10美元的26.6倍，与历史水平大致一致，2022财年收益约为10.00美元的24.2倍，因为强劲的利润率和接近6%的收入增长可以推动约10%的收益同比增长。2023财年可能会出现类似的增长率，收入增长约5.5%，盈利高达10.90美元。26倍2023财年收益的简单估值在一年内提供了约17%的上涨空间，达到283美元，虽然还有其他因素在起作用，但利润率、忠诚度计划吸收和数字销售加速/持久性方面的整体优势支持了这种增长和估值。</blockquote></p><p> <b>Overall</b></p><p><blockquote><b>总的</b></blockquote></p><p></p><p> McDonald's has rebounded quickly from 2020's harsh operating environment, even as headwinds to foot traffic have remained in place. Comp sales have not only shown strong growth off of 2020's levels, but solid single and low double-digit growth off of 2019, demonstrating just how strong this recovery has been. The digital channel has proven to be a large driver of system-wide sales, rising 70% to reach $8 billion in 1H; the rollout of the loyalty program in more top markets over the next four to six quarters can help drive digital engagement. While there are some challenges within inflationary pressures from labor and food, margins have expanded, and some slight moderation in margins amid top-line growth can drive revenues and earnings higher over the next couple years, and drive double-digit upside.</p><p><blockquote>尽管客流量仍然面临阻力，但麦当劳已从2020年恶劣的经营环境中迅速反弹。Comp销售额不仅比2020年的水平强劲增长，而且比2019年实现了稳健的个位数和低两位数增长，表明了这种复苏的强劲程度。事实证明，数字渠道是全系统销售额的巨大推动力，上半年销售额增长了70%，达到80亿美元；未来四到六个季度在更多顶级市场推出忠诚度计划有助于推动数字参与。尽管劳动力和食品带来的通胀压力面临一些挑战，但利润率已经扩大，在营收增长的情况下，利润率略有放缓，可能会在未来几年推动收入和盈利走高，并推动两位数的上涨空间。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>McDonald's Growth In A Rebound Can Take It To New Highs<blockquote>麦当劳在反弹中的增长可能会将其推向新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nMcDonald's Growth In A Rebound Can Take It To New Highs<blockquote>麦当劳在反弹中的增长可能会将其推向新高</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\">2021-09-20 10:27</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>2020 proved to be a challenging year, and while some headwinds to foot traffic have remained, revenues and earnings are surging.</li>  <li>Revenues are reaching a multi-year high, with strengths in digital channels and limited time/celeb orders.</li>  <li>Rollout of the MyMcDonald's Rewards should attract millions of more users and drive digital channel sales, a long-term growth opportunity.</li>  <li>Labor and supply chain issues have had some impacts on operations, but margins have expanded still.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95cfe39f14f810cca92bd298c0d36ae4\" tg-width=\"1536\" tg-height=\"1070\" width=\"100%\" height=\"auto\"><span>Jerritt Clark/Getty Images Entertainment</span></p><p><blockquote><ul><li>事实证明，2020年是充满挑战的一年，尽管客流量仍然存在一些阻力，但收入和盈利正在飙升。</li><li>凭借在数字渠道和限时/名人订单方面的优势，收入正达到多年来的最高水平。</li><li>MyMcDonald's奖励的推出应该会吸引数百万用户并推动数字渠道销售，这是一个长期增长机会。</li><li>劳动力和供应链问题对运营产生了一些影响，但利润率仍在扩大。</li></ul><p class=\"t-img-caption\"><span>杰里特·克拉克/盖蒂图片社娱乐</span></p></blockquote></p><p> A renowned dividend growth champion, McDonald's(NYSE:MCD)combines all of the right ingredients of an earnings and revenue rebound from pandemic-impacted operations, growing loyalty and digital channels, and recoveries in in-person dining, among other factors. Although supply chain and labor issues persist, the combination of positive earnings and revenue growth can drive McDonald's to new highs.</p><p><blockquote>作为著名的股息增长冠军，麦当劳（纽约证券交易所股票代码：MCD）结合了受大流行影响的运营带来的盈利和收入反弹、忠诚度和数字渠道的增长以及面对面餐饮的复苏等因素的所有正确因素。尽管供应链和劳动力问题持续存在，但积极的盈利和收入增长相结合，可以推动麦当劳再创新高。</blockquote></p><p> <b>A Strong Rebound</b></p><p><blockquote><b>强劲反弹</b></blockquote></p><p> 2020 proved a challenging year for many businesses dependent on foot traffic, given that widespread restrictions and lockdowns limited customer activity in-person. Fast food chains suffered sharp declines in&nbsp;traffic, but not as sharp as entertainment venues, theaters, malls or hotels. Some of the top fast food/quick-service chains across different food categories (pizzas, burgers, drinks, etc.) and their change in foot traffic during 2020 is shown below.</p><p><blockquote>鉴于广泛的限制和封锁限制了客户的面对面活动，2020年对于许多依赖客流量的企业来说是充满挑战的一年。快餐连锁店的客流量急剧下降，但没有娱乐场所、剧院、商场或酒店那么急剧。不同食品类别（披萨、汉堡、饮料等）的一些顶级快餐/快速服务连锁店。）以及它们在2020年期间的客流量变化如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/211bfacc1cdbe5728bdf6b67f5d96faa\" tg-width=\"958\" tg-height=\"592\" width=\"100%\" height=\"auto\"><span>Graphic from Yahoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来自雅虎</span></p></blockquote></p><p> Yum Brands' KFC, Pizza Hut, and Taco Bell(NYSE:YUM), Restaurant Brands International's Burger King and Popeyes(NYSE:QSR), Domino’s(NYSE:DPZ), Papa John’s(NASDAQ:PZZA), and Starbucks(NASDAQ:SBUX)all witnessed foot traffic decline over 50% in just two months, by April 2020; while McDonald's, Chipotle(NYSE:CMG)and Wendy's(NASDAQ:WEN)saw declines closer to 40%. McDonald's finished 2020 with the second smallest decline at about 45%, just behind Dunkin's 41% decline - however, these are still significant declines in foot traffic, which were offset by drive-thru and delivery.</p><p><blockquote>百胜餐饮旗下的肯德基、必胜客和塔可钟（纽约证券交易所股票代码：YUM），国际餐饮品牌的汉堡王和大力水手（纽约证券交易所股票代码：QSR），达美乐（纽约证券交易所股票代码：DPZ），棒约翰（纳斯达克股票代码：PZZA）和星巴克（纳斯达克股票代码：SBUX）的客流量在短短两个月内下降了50%以上；而麦当劳、Chipotle（纽约证券交易所股票代码：CMG）和Wendy's（纳斯达克股票代码：WEN）的跌幅接近40%。麦当劳在2020年以第二小的跌幅结束，约为45%，仅次于Dunkin的41%跌幅——然而，这些仍然是客流量的大幅下降，被得来速和送货所抵消。</blockquote></p><p> Even with &gt;40% declines in traffic, McDonald's witnessed just a 23.9% decline in&nbsp;comp sales&nbsp;for Q2 2020, with that figure primarily driven by declines in the international segment. Now, comp sales have not just recovered off those declines, but grown above pre-pandemic levels in 2019.</p><p><blockquote>尽管客流量下降了40%以上，但麦当劳2020年第二季度的同店销售额仅下降了23.9%，这一数字主要是由国际市场的下降推动的。现在，comp销售额不仅从这些下降中恢复过来，而且在2019年增长到高于大流行前的水平。</blockquote></p><p> For Q2 2021, global comp sales showed 40.5% y/y - international drove a lot of the rebound, up 75.1%, while US rose 25.9%. Consolidated revenues were up 58% y/y as system sales rose 48%. These figures demonstrate the breadth of the recovery for the company compared to a severely impacted Q2 2020. McDonald's logged its highest quarterly revenue in over 10 quarters, with&nbsp;TTM revenue&nbsp;reaching a three-year high at $21.74 billion.</p><p><blockquote>2021年第二季度，全球销售额同比增长40.5%——国际市场推动了很大反弹，增长了75.1%，而美国增长了25.9%。综合收入同比增长58%，系统销售额增长48%。与受到严重影响的2020年第二季度相比，这些数字显示了该公司复苏的广度。麦当劳创下10多个季度以来的最高季度收入，TTM收入达到217.4亿美元，创三年新高。</blockquote></p><p> A 2-year basis - comparing Q2 2021 to Q2 2019, prior to the pandemic - is where the true strength of that recovery is visible. Global comp sales are 6.9% higher than Q2 2019, with US comp sales showing a solid 14.9% increase and international just 2.6%. Comp sales strengths have been fueled by \"strong average check growth driven by larger order size and menu price increases...as well as growth in delivery and digital platforms.\" Even with the Delta variant surging and potentially impacting some in-person dining, McDonald's had&nbsp;70%&nbsp;of dining rooms open, planning to be fully opened by Labor Day, paving the way for higher foot traffic aiding check and order size in comp sales growth.</p><p><blockquote>以两年为基础——将2021年第二季度与疫情爆发前的2019年第二季度进行比较——可以看出复苏的真正实力。全球comp销售额比2019年Q2高出6.9%，其中美国comp销售额稳步增长14.9%，国际仅增长2.6%。“订单规模扩大和菜单价格上涨推动了平均支票的强劲增长……以及送货和数字平台的增长”推动了Comp的销售优势。尽管德尔塔变异毒株激增并可能影响一些面对面用餐，但麦当劳仍有70%的餐厅开放，并计划在劳动节之前全面开放，为更高的客流量铺平道路，有助于支票和订单规模的比较销售增长。</blockquote></p><p> <b>Earnings and Revenue Growth</b></p><p><blockquote><b>盈利和收入增长</b></blockquote></p><p> Although the pandemic still lingers as the case counts stemming from the Delta variant have spiked since the summer, McDonald's is charging forward with revenue and earnings growth. Q2 has put McDonald's on track to post its highest revenues since FY17 and its highest EPS figure.</p><p><blockquote>尽管自夏季以来，德尔塔变异毒株的病例数激增，疫情仍在持续，但麦当劳的收入和盈利仍在加速增长。第二季度麦当劳有望实现自2017财年以来的最高收入和最高每股收益数据。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da164639956bc60c90f11ed1a9ff848f\" tg-width=\"584\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Data from McDonald's</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自麦当劳</span></p></blockquote></p><p> For the first half of FY21, operating metrics not only have shown solid growth from 2020, but from 2019 and 2018 as well. Revenues are up 6.9% from 2019, while operating income is up 13.8% as margins expanded. Net income rose 32% from 2019's level, boosting diluted EPS substantially, up to $5.00 as shares outstanding decreased by almost 2.5%.</p><p><blockquote>2021财年上半年，运营指标不仅较2020年实现了稳健增长，而且较2019年和2018年也实现了稳健增长。收入较2019年增长6.9%，营业收入随着利润率的扩大增长13.8%。净利润较2019年水平增长32%，摊薄后每股收益大幅提高，达到5.00美元，而流通股减少了近2.5%。</blockquote></p><p></p><p> As the fiscal year progresses and Q3 comes to a close, this growth is expected to continue; for the full year, revenues are expected to reach $23 billion, up nearly 20% y/y, with EPS projected to reach $9.1, up 50% y/y. Compared to 2019, revenues would be 9.1% higher and EPS 16.1%. Given the changes in the operating environment that have persisted, with dine-in not available in all locations, and with the rise of the Delta variant, this level of growth is impressive. Although this growth doesn't compare to a peer such as Wendy's, as revenues grew 12.9% in1H 21compared to 1H 19, and net income 66.6%, it's the scale that matters; Wendy's is a fraction of McDonald's, doing just $3.2 billion in system-wide sales during Q2 compared to McDonald's $28.2 billion.</p><p><blockquote>随着财年的进展和第三季度的结束，这种增长预计将持续下去；全年收入预计将达到230亿美元，同比增长近20%，每股收益预计将达到9.1美元，同比增长50%。与2019年相比，收入将增长9.1%，每股收益将增长16.1%。鉴于经营环境的持续变化，并非所有地点都提供堂食，以及德尔塔变异毒株的崛起，这一增长水平令人印象深刻。尽管这种增长无法与Wendy's等同行相比，因为与2019年上半年相比，2021年上半年的收入增长了12.9%，净利润增长了66.6%，但规模才是最重要的；Wendy's只是麦当劳的一小部分，第二季度全系统销售额仅为32亿美元，而麦当劳为282亿美元。</blockquote></p><p> <b>Some Catalysts and Challenges</b></p><p><blockquote><b>一些催化剂和挑战</b></blockquote></p><p> Aside from dine-in now being available in all locations (unless that has changed in the past two weeks), McDonald's has a few other key catalysts supporting its growth, including digital, delivery and a loyalty program. Last year's limited or no dine-in availability forced fast food restaurants to shift to those other service channels, drive-thru included.</p><p><blockquote>除了现在所有地点都提供堂食（除非过去两周发生变化），麦当劳还有其他一些关键催化剂支持其增长，包括数字化、送货和忠诚度计划。去年，堂食供应有限或没有，迫使快餐店转向其他服务渠道，包括得来速。</blockquote></p><p> MyMcDonald's Rewards is the forefront of McDonald's digital strategy alongside its app, with the loyalty/rewards program rolling out in its largest markets. Going on its sixth year now, the app boasts over 150 million downloads (active users not disclosed), leaving McDonald's a massive user base to tap into with its rewards program. In the US, McDonald's reported over 22 million active users through Q2, with 12 million of those already joining the loyalty/rewards program. The company added that this was prior to advertising the program domestically, with additional rollouts in Germany and Canada this year, and the UK and Australia in 2022. Demand for the rewards program looks strong.</p><p><blockquote>MyMcDonald’s Rewards与其应用程序一起是麦当劳数字战略的前沿，忠诚度/奖励计划在其最大的市场推出。该应用程序现已进入第六个年头，下载量超过1.5亿次（活跃用户未披露），为麦当劳的奖励计划留下了庞大的用户群。在美国，麦当劳通过Q2报告了超过2200万活跃用户，其中1200万已经加入了忠诚度/奖励计划。该公司补充说，这是在国内宣传该计划之前，今年将在德国和加拿大以及2022年在英国和澳大利亚进一步推出。对奖励计划的需求看起来很强劲。</blockquote></p><p> Digital system-wide sales in the top six markets for McDonald's reached almost $8 billion in 1H 2021, up 70% y/y, and accounting for almost 30% of total system-wide sales for 1H. While loyalty rewards can drive higher engagement through the app, the true sign of long-term growth will stem from active users in the app and growth in loyalty signups. MyMcDonald's Rewards is still rolling out in large markets in Q4 and FY22, and early signup rates from the US show that demand for the program is there. Digital channels include delivery and self-service kiosks, and the upcoming quarters will shed light on whether digital sales continue to see momentum even as dining rooms reopen in full. Embedded the app with drive-thru and loyalty has created a synergy that has fueled digital growth, ahead of internal targets for digital customers.</p><p><blockquote>2021年上半年，麦当劳六大市场的数字全系统销售额达到近80亿美元，同比增长70%，占上半年全系统总销售额的近30%。虽然忠诚度奖励可以通过应用程序推动更高的参与度，但长期增长的真正迹象将源于应用程序中的活跃用户和忠诚度注册的增长。MyMcDonald's Rewards仍在第四季度和2022财年在大型市场推出，美国的早期注册率表明对该计划的需求是存在的。数字渠道包括送货和自助服务亭，未来几个季度将揭示即使餐厅全面重新开放，数字销售是否会继续保持势头。将该应用程序与得来速和忠诚度相结合，创造了协同效应，推动了数字增长，领先于数字客户的内部目标。</blockquote></p><p> New product offerings and limited time collaborations also can spark traffic - the company is rolling out the McPlant, a pea-protein burger from&nbsp;Beyond Meat(NASDAQ:BYND), in more markets, while limited edition meals and orders including the Travis Scott, J Balvin and BTS orders and the Crispy Chicken Sandwich. Strong momentum and record breaking demand for the limited edition orders/items bodes well for future releases or orders.</p><p><blockquote>新产品供应和限时合作也可以激发流量——该公司正在更多市场推出Beyond Meat（纳斯达克股票代码：BYND）的豌豆蛋白汉堡McPlant，同时限量版餐食和订单包括Travis Scott、J Balvin和BTS订单以及脆皮鸡肉三明治。对限量版订单/项目的强劲势头和破纪录的需求预示着未来的发布或订单。</blockquote></p><p> At the same time, McDonald's is battling supply chain and labor issues. Companies across all industries have had trouble finding, attracting and hiring workers, and McDonald's stores faced similar issues. McDonald's is seeing an increase in applications amid a 5% increase in US wages; labor inflation has been the majority driver of pricing, which is up about 6% this year, with food contributing just about 0.5%.</p><p><blockquote>与此同时，麦当劳正在与供应链和劳动力问题作斗争。所有行业的公司都在寻找、吸引和雇佣工人方面遇到了困难，麦当劳商店也面临着类似的问题。在美国工资上涨5%的情况下，麦当劳的申请数量有所增加；劳动力通胀一直是定价的主要驱动因素，今年价格上涨了约6%，而食品通胀仅占约0.5%。</blockquote></p><p> Some margin pressures could surface in the back half of the year if average check moderates slightly from Q2's levels, but the broader top-line growth for the remainder of the year aided by these catalysts is expected to keep EPS growth strong. For FY21, McDonald's trades at about 26.6x projected diluted earnings of $9.10, about in line with historical levels, and about 24.2x FY22 earnings of $10.00, as strong margins and close to ~6% growth in revenue can drive ~10% growth in earnings y/y. FY23 could see similar growth rates, up to $10.90 in earnings on about 5.5% growth in revenues. A simple valuation at 26x FY23 earnings provides about 17% upside to $283 in one-year, and while there are other factors in play, the overall strengths within margin, loyalty program uptake, and digital sales acceleration/persistence support that growth and valuation.</p><p><blockquote>如果平均支票较第二季度的水平略有放缓，今年下半年可能会出现一些利润率压力，但在这些催化剂的帮助下，今年剩余时间更广泛的营收增长预计将保持每股收益的强劲增长。2021财年，麦当劳的预期摊薄收益约为9.10美元的26.6倍，与历史水平大致一致，2022财年收益约为10.00美元的24.2倍，因为强劲的利润率和接近6%的收入增长可以推动约10%的收益同比增长。2023财年可能会出现类似的增长率，收入增长约5.5%，盈利高达10.90美元。26倍2023财年收益的简单估值在一年内提供了约17%的上涨空间，达到283美元，虽然还有其他因素在起作用，但利润率、忠诚度计划吸收和数字销售加速/持久性方面的整体优势支持了这种增长和估值。</blockquote></p><p> <b>Overall</b></p><p><blockquote><b>总的</b></blockquote></p><p></p><p> McDonald's has rebounded quickly from 2020's harsh operating environment, even as headwinds to foot traffic have remained in place. Comp sales have not only shown strong growth off of 2020's levels, but solid single and low double-digit growth off of 2019, demonstrating just how strong this recovery has been. The digital channel has proven to be a large driver of system-wide sales, rising 70% to reach $8 billion in 1H; the rollout of the loyalty program in more top markets over the next four to six quarters can help drive digital engagement. While there are some challenges within inflationary pressures from labor and food, margins have expanded, and some slight moderation in margins amid top-line growth can drive revenues and earnings higher over the next couple years, and drive double-digit upside.</p><p><blockquote>尽管客流量仍然面临阻力，但麦当劳已从2020年恶劣的经营环境中迅速反弹。Comp销售额不仅比2020年的水平强劲增长，而且比2019年实现了稳健的个位数和低两位数增长，表明了这种复苏的强劲程度。事实证明，数字渠道是全系统销售额的巨大推动力，上半年销售额增长了70%，达到80亿美元；未来四到六个季度在更多顶级市场推出忠诚度计划有助于推动数字参与。尽管劳动力和食品带来的通胀压力面临一些挑战，但利润率已经扩大，在营收增长的情况下，利润率略有放缓，可能会在未来几年推动收入和盈利走高，并推动两位数的上涨空间。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4456054-mcdonalds-growth-in-a-rebound-can-take-it-to-new-highs\">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":{"MCD":"麦当劳"},"source_url":"https://seekingalpha.com/article/4456054-mcdonalds-growth-in-a-rebound-can-take-it-to-new-highs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103359237","content_text":"Summary\n\n2020 proved to be a challenging year, and while some headwinds to foot traffic have remained, revenues and earnings are surging.\nRevenues are reaching a multi-year high, with strengths in digital channels and limited time/celeb orders.\nRollout of the MyMcDonald's Rewards should attract millions of more users and drive digital channel sales, a long-term growth opportunity.\nLabor and supply chain issues have had some impacts on operations, but margins have expanded still.\n\nJerritt Clark/Getty Images Entertainment\nA renowned dividend growth champion, McDonald's(NYSE:MCD)combines all of the right ingredients of an earnings and revenue rebound from pandemic-impacted operations, growing loyalty and digital channels, and recoveries in in-person dining, among other factors. Although supply chain and labor issues persist, the combination of positive earnings and revenue growth can drive McDonald's to new highs.\nA Strong Rebound\n2020 proved a challenging year for many businesses dependent on foot traffic, given that widespread restrictions and lockdowns limited customer activity in-person. Fast food chains suffered sharp declines in traffic, but not as sharp as entertainment venues, theaters, malls or hotels. Some of the top fast food/quick-service chains across different food categories (pizzas, burgers, drinks, etc.) and their change in foot traffic during 2020 is shown below.\nGraphic from Yahoo\nYum Brands' KFC, Pizza Hut, and Taco Bell(NYSE:YUM), Restaurant Brands International's Burger King and Popeyes(NYSE:QSR), Domino’s(NYSE:DPZ), Papa John’s(NASDAQ:PZZA), and Starbucks(NASDAQ:SBUX)all witnessed foot traffic decline over 50% in just two months, by April 2020; while McDonald's, Chipotle(NYSE:CMG)and Wendy's(NASDAQ:WEN)saw declines closer to 40%. McDonald's finished 2020 with the second smallest decline at about 45%, just behind Dunkin's 41% decline - however, these are still significant declines in foot traffic, which were offset by drive-thru and delivery.\nEven with >40% declines in traffic, McDonald's witnessed just a 23.9% decline in comp sales for Q2 2020, with that figure primarily driven by declines in the international segment. Now, comp sales have not just recovered off those declines, but grown above pre-pandemic levels in 2019.\nFor Q2 2021, global comp sales showed 40.5% y/y - international drove a lot of the rebound, up 75.1%, while US rose 25.9%. Consolidated revenues were up 58% y/y as system sales rose 48%. These figures demonstrate the breadth of the recovery for the company compared to a severely impacted Q2 2020. McDonald's logged its highest quarterly revenue in over 10 quarters, with TTM revenue reaching a three-year high at $21.74 billion.\nA 2-year basis - comparing Q2 2021 to Q2 2019, prior to the pandemic - is where the true strength of that recovery is visible. Global comp sales are 6.9% higher than Q2 2019, with US comp sales showing a solid 14.9% increase and international just 2.6%. Comp sales strengths have been fueled by \"strong average check growth driven by larger order size and menu price increases...as well as growth in delivery and digital platforms.\" Even with the Delta variant surging and potentially impacting some in-person dining, McDonald's had 70% of dining rooms open, planning to be fully opened by Labor Day, paving the way for higher foot traffic aiding check and order size in comp sales growth.\nEarnings and Revenue Growth\nAlthough the pandemic still lingers as the case counts stemming from the Delta variant have spiked since the summer, McDonald's is charging forward with revenue and earnings growth. Q2 has put McDonald's on track to post its highest revenues since FY17 and its highest EPS figure.\nData from McDonald's\nFor the first half of FY21, operating metrics not only have shown solid growth from 2020, but from 2019 and 2018 as well. Revenues are up 6.9% from 2019, while operating income is up 13.8% as margins expanded. Net income rose 32% from 2019's level, boosting diluted EPS substantially, up to $5.00 as shares outstanding decreased by almost 2.5%.\nAs the fiscal year progresses and Q3 comes to a close, this growth is expected to continue; for the full year, revenues are expected to reach $23 billion, up nearly 20% y/y, with EPS projected to reach $9.1, up 50% y/y. Compared to 2019, revenues would be 9.1% higher and EPS 16.1%. Given the changes in the operating environment that have persisted, with dine-in not available in all locations, and with the rise of the Delta variant, this level of growth is impressive. Although this growth doesn't compare to a peer such as Wendy's, as revenues grew 12.9% in1H 21compared to 1H 19, and net income 66.6%, it's the scale that matters; Wendy's is a fraction of McDonald's, doing just $3.2 billion in system-wide sales during Q2 compared to McDonald's $28.2 billion.\nSome Catalysts and Challenges\nAside from dine-in now being available in all locations (unless that has changed in the past two weeks), McDonald's has a few other key catalysts supporting its growth, including digital, delivery and a loyalty program. Last year's limited or no dine-in availability forced fast food restaurants to shift to those other service channels, drive-thru included.\nMyMcDonald's Rewards is the forefront of McDonald's digital strategy alongside its app, with the loyalty/rewards program rolling out in its largest markets. Going on its sixth year now, the app boasts over 150 million downloads (active users not disclosed), leaving McDonald's a massive user base to tap into with its rewards program. In the US, McDonald's reported over 22 million active users through Q2, with 12 million of those already joining the loyalty/rewards program. The company added that this was prior to advertising the program domestically, with additional rollouts in Germany and Canada this year, and the UK and Australia in 2022. Demand for the rewards program looks strong.\nDigital system-wide sales in the top six markets for McDonald's reached almost $8 billion in 1H 2021, up 70% y/y, and accounting for almost 30% of total system-wide sales for 1H. While loyalty rewards can drive higher engagement through the app, the true sign of long-term growth will stem from active users in the app and growth in loyalty signups. MyMcDonald's Rewards is still rolling out in large markets in Q4 and FY22, and early signup rates from the US show that demand for the program is there. Digital channels include delivery and self-service kiosks, and the upcoming quarters will shed light on whether digital sales continue to see momentum even as dining rooms reopen in full. Embedded the app with drive-thru and loyalty has created a synergy that has fueled digital growth, ahead of internal targets for digital customers.\nNew product offerings and limited time collaborations also can spark traffic - the company is rolling out the McPlant, a pea-protein burger from Beyond Meat(NASDAQ:BYND), in more markets, while limited edition meals and orders including the Travis Scott, J Balvin and BTS orders and the Crispy Chicken Sandwich. Strong momentum and record breaking demand for the limited edition orders/items bodes well for future releases or orders.\nAt the same time, McDonald's is battling supply chain and labor issues. Companies across all industries have had trouble finding, attracting and hiring workers, and McDonald's stores faced similar issues. McDonald's is seeing an increase in applications amid a 5% increase in US wages; labor inflation has been the majority driver of pricing, which is up about 6% this year, with food contributing just about 0.5%.\nSome margin pressures could surface in the back half of the year if average check moderates slightly from Q2's levels, but the broader top-line growth for the remainder of the year aided by these catalysts is expected to keep EPS growth strong. For FY21, McDonald's trades at about 26.6x projected diluted earnings of $9.10, about in line with historical levels, and about 24.2x FY22 earnings of $10.00, as strong margins and close to ~6% growth in revenue can drive ~10% growth in earnings y/y. FY23 could see similar growth rates, up to $10.90 in earnings on about 5.5% growth in revenues. A simple valuation at 26x FY23 earnings provides about 17% upside to $283 in one-year, and while there are other factors in play, the overall strengths within margin, loyalty program uptake, and digital sales acceleration/persistence support that growth and valuation.\nOverall\nMcDonald's has rebounded quickly from 2020's harsh operating environment, even as headwinds to foot traffic have remained in place. Comp sales have not only shown strong growth off of 2020's levels, but solid single and low double-digit growth off of 2019, demonstrating just how strong this recovery has been. The digital channel has proven to be a large driver of system-wide sales, rising 70% to reach $8 billion in 1H; the rollout of the loyalty program in more top markets over the next four to six quarters can help drive digital engagement. While there are some challenges within inflationary pressures from labor and food, margins have expanded, and some slight moderation in margins amid top-line growth can drive revenues and earnings higher over the next couple years, and drive double-digit upside.","news_type":1,"symbols_score_info":{"MCD":0.9}},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887844247,"gmtCreate":1632021354389,"gmtModify":1632803291013,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887844247","repostId":"2168246571","repostType":4,"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804969553,"gmtCreate":1627916558772,"gmtModify":1633755277146,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804969553","repostId":"1155693481","repostType":4,"repost":{"id":"1155693481","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":1627913458,"share":"https://www.laohu8.com/m/news/1155693481?lang=zh_CN&edition=full","pubTime":"2021-08-02 22:10","market":"us","language":"en","title":"Tesla rose nearly 5% in morning trading<blockquote>特斯拉早盘涨近5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155693481","media":"Tiger Newspress","summary":" $Tesla Motors$ rose nearly 5% in morning trading.Elon Musk confirms Tesla AI Day will be on August 19.In addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more ","content":"<p>(August 2)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose nearly 5% in morning trading.</p><p><blockquote>（8月2日）<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>早盘涨近5%。</blockquote></p><p> Elon Musk confirms Tesla AI Day will be on August 19.</p><p><blockquote>Elon Musk确认特斯拉人工智能日将于8月19日举行。</blockquote></p><p> In&nbsp;addition&nbsp;,Last Thursday,&nbsp;Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.</p><p><blockquote>此外，上周四，Benzinga提醒其用户特斯拉已申请一项专利，允许其从旧锂离子电动汽车电池中回收和再循环镍和钴。</blockquote></p><p> The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.</p><p><blockquote>这项名为“通过电化学溶解的金属硫酸盐制造系统”的专利将使这家电动汽车和技术公司能够回收两种关键的电池金属原料并重复利用它们，从而提高其供应链的效率。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9faf5c64c1d04f0efe8c72c78addc130\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla rose nearly 5% in morning trading<blockquote>特斯拉早盘涨近5%</blockquote></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: 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 rose nearly 5% in morning trading<blockquote>特斯拉早盘涨近5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-02 22:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(August 2)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose nearly 5% in morning trading.</p><p><blockquote>（8月2日）<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>早盘涨近5%。</blockquote></p><p> Elon Musk confirms Tesla AI Day will be on August 19.</p><p><blockquote>Elon Musk确认特斯拉人工智能日将于8月19日举行。</blockquote></p><p> In&nbsp;addition&nbsp;,Last Thursday,&nbsp;Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.</p><p><blockquote>此外，上周四，Benzinga提醒其用户特斯拉已申请一项专利，允许其从旧锂离子电动汽车电池中回收和再循环镍和钴。</blockquote></p><p> The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.</p><p><blockquote>这项名为“通过电化学溶解的金属硫酸盐制造系统”的专利将使这家电动汽车和技术公司能够回收两种关键的电池金属原料并重复利用它们，从而提高其供应链的效率。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9faf5c64c1d04f0efe8c72c78addc130\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155693481","content_text":"(August 2) Tesla Motors rose nearly 5% in morning trading.\nElon Musk confirms Tesla AI Day will be on August 19.\nIn addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.\nThe patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174967690,"gmtCreate":1627059609210,"gmtModify":1633768331555,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174967690","repostId":"2153984780","repostType":4,"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172411083,"gmtCreate":1626971685442,"gmtModify":1633769173753,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172411083","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","kind":"news","pubTimestamp":1626955588,"share":"https://www.laohu8.com/m/news/1154266565?lang=zh_CN&edition=full","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来如何投资</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p><p><blockquote>纽约（CNN商业）当市场像上周五和周一那样暴跌时，人们很容易认输并卖出。大跌可能会很可怕。</blockquote></p><p> But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p><p><blockquote>但在道琼斯指数遭受重创的日子抛售股票通常是错误的做法。周二股市大幅反弹，周三再次上涨。</blockquote></p><p> Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p><p><blockquote>是的，新冠肺炎的德尔塔变异毒株导致美国和全球冠状病毒病例惊人地上升。但许多专家认为，已经进行的大量疫苗接种将防止经济和市场陷入另一场混乱。</blockquote></p><p> If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p><p><blockquote>如果你是长期投资，你能做的最好的事情就是安然度过这波波动。</blockquote></p><p> \"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p><p><blockquote>信安全球投资者首席策略师Seema Shah表示：“保持投资。”沙阿告诉美国有线电视新闻网商业频道，德尔塔变异毒株不太可能阻止美国和其他疫苗接种率较高的发达国家的经济复苏。</blockquote></p><p> \"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p><p><blockquote>“疫苗是有效的，”她说。“如果病例在上升，但住院率仍然很低，那么政府的重新开放措施将继续下去。”</blockquote></p><p> Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p><p><blockquote>尽管如此，沙阿承认，投资者应该更加挑剔。毕竟，标普500较2020年3月的大流行低点上涨了近一倍，并非所有股票和板块都将保持其势头。</blockquote></p><p> She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p><p><blockquote>她认为防御性板块可能会开始小幅回调。其中包括公用事业、医疗保健和其他支付高额股息并被认为是良好债券代理的公司。</blockquote></p><p> The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p><p><blockquote>她表示，FAANG和其他大型科技股应该会继续上涨，其中许多股拥有强劲的盈利势头和大量现金。</blockquote></p><p> <b>Not the time to bail on the market</b></p><p><blockquote><b>现在不是退出市场的时候</b></blockquote></p><p> So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p><p><blockquote>旅游和零售行业的经济复苏也应该如此，这些行业最近因新冠疫情担忧而回落。例如，美联航(UAL)在周二收盘后发布了乐观的前景。</blockquote></p><p> \"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p><p><blockquote>“航空公司受到了打击，”沙阿说。“但如果你假设重新开放将继续，他们应该会享受显着的反弹。”</blockquote></p><p> Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p><p><blockquote>在可预见的未来，股市可能仍然坎坷，但这不应阻止投资者坚持长期投资。</blockquote></p><p> \"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p><p><blockquote>荷宝多资产策略师Peter van der Welle表示：“过去几天的不确定性在短期内是合理的。”“但通货再膨胀交易应该有第二条腿。”</blockquote></p><p> Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p><p><blockquote>范德韦勒指出，尽管近期消费者信心有所下降，但仍有许多理由对消费者支出和零售额的持续增长持乐观态度。</blockquote></p><p> <b>Buy the dips</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p><p><blockquote>消费者——以及投资者——的任何谨慎都可能转瞬即逝。</blockquote></p><p> \"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p><p><blockquote>Federated Hermes首席股票市场策略师菲尔·奥兰多(Phil Orlando)表示：“如果你是长期投资者，请利用这种波动性，增持你真正喜欢的公司和行业。”</blockquote></p><p> He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p><p><blockquote>他认为，因德尔塔变异毒株担忧而受到打击的周期性行业股票可能会出现最大的反弹。</blockquote></p><p> \"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p><p><blockquote>奥兰多补充道：“有些股票已经陷入困境，可能非常有吸引力。我们喜欢对经济敏感的行业。”他表示，银行和其他金融股、工业公司、零售商和能源股可能会大幅反弹。</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>How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来如何投资</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\">\nHow to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来如何投资</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cnn</strong><span class=\"h-time small\">2021-07-22 20:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p><p><blockquote>纽约（CNN商业）当市场像上周五和周一那样暴跌时，人们很容易认输并卖出。大跌可能会很可怕。</blockquote></p><p> But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p><p><blockquote>但在道琼斯指数遭受重创的日子抛售股票通常是错误的做法。周二股市大幅反弹，周三再次上涨。</blockquote></p><p> Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p><p><blockquote>是的，新冠肺炎的德尔塔变异毒株导致美国和全球冠状病毒病例惊人地上升。但许多专家认为，已经进行的大量疫苗接种将防止经济和市场陷入另一场混乱。</blockquote></p><p> If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p><p><blockquote>如果你是长期投资，你能做的最好的事情就是安然度过这波波动。</blockquote></p><p> \"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p><p><blockquote>信安全球投资者首席策略师Seema Shah表示：“保持投资。”沙阿告诉美国有线电视新闻网商业频道，德尔塔变异毒株不太可能阻止美国和其他疫苗接种率较高的发达国家的经济复苏。</blockquote></p><p> \"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p><p><blockquote>“疫苗是有效的，”她说。“如果病例在上升，但住院率仍然很低，那么政府的重新开放措施将继续下去。”</blockquote></p><p> Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p><p><blockquote>尽管如此，沙阿承认，投资者应该更加挑剔。毕竟，标普500较2020年3月的大流行低点上涨了近一倍，并非所有股票和板块都将保持其势头。</blockquote></p><p> She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p><p><blockquote>她认为防御性板块可能会开始小幅回调。其中包括公用事业、医疗保健和其他支付高额股息并被认为是良好债券代理的公司。</blockquote></p><p> The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p><p><blockquote>她表示，FAANG和其他大型科技股应该会继续上涨，其中许多股拥有强劲的盈利势头和大量现金。</blockquote></p><p> <b>Not the time to bail on the market</b></p><p><blockquote><b>现在不是退出市场的时候</b></blockquote></p><p> So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p><p><blockquote>旅游和零售行业的经济复苏也应该如此，这些行业最近因新冠疫情担忧而回落。例如，美联航(UAL)在周二收盘后发布了乐观的前景。</blockquote></p><p> \"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p><p><blockquote>“航空公司受到了打击，”沙阿说。“但如果你假设重新开放将继续，他们应该会享受显着的反弹。”</blockquote></p><p> Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p><p><blockquote>在可预见的未来，股市可能仍然坎坷，但这不应阻止投资者坚持长期投资。</blockquote></p><p> \"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p><p><blockquote>荷宝多资产策略师Peter van der Welle表示：“过去几天的不确定性在短期内是合理的。”“但通货再膨胀交易应该有第二条腿。”</blockquote></p><p> Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p><p><blockquote>范德韦勒指出，尽管近期消费者信心有所下降，但仍有许多理由对消费者支出和零售额的持续增长持乐观态度。</blockquote></p><p> <b>Buy the dips</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p><p><blockquote>消费者——以及投资者——的任何谨慎都可能转瞬即逝。</blockquote></p><p> \"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p><p><blockquote>Federated Hermes首席股票市场策略师菲尔·奥兰多(Phil Orlando)表示：“如果你是长期投资者，请利用这种波动性，增持你真正喜欢的公司和行业。”</blockquote></p><p> He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p><p><blockquote>他认为，因德尔塔变异毒株担忧而受到打击的周期性行业股票可能会出现最大的反弹。</blockquote></p><p> \"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p><p><blockquote>奥兰多补充道：“有些股票已经陷入困境，可能非常有吸引力。我们喜欢对经济敏感的行业。”他表示，银行和其他金融股、工业公司、零售商和能源股可能会大幅反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">cnn</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172413700,"gmtCreate":1626971664100,"gmtModify":1633769173874,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172413700","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","kind":"news","pubTimestamp":1626955588,"share":"https://www.laohu8.com/m/news/1154266565?lang=zh_CN&edition=full","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来如何投资</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p><p><blockquote>纽约（CNN商业）当市场像上周五和周一那样暴跌时，人们很容易认输并卖出。大跌可能会很可怕。</blockquote></p><p> But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p><p><blockquote>但在道琼斯指数遭受重创的日子抛售股票通常是错误的做法。周二股市大幅反弹，周三再次上涨。</blockquote></p><p> Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p><p><blockquote>是的，新冠肺炎的德尔塔变异毒株导致美国和全球冠状病毒病例惊人地上升。但许多专家认为，已经进行的大量疫苗接种将防止经济和市场陷入另一场混乱。</blockquote></p><p> If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p><p><blockquote>如果你是长期投资，你能做的最好的事情就是安然度过这波波动。</blockquote></p><p> \"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p><p><blockquote>信安全球投资者首席策略师Seema Shah表示：“保持投资。”沙阿告诉美国有线电视新闻网商业频道，德尔塔变异毒株不太可能阻止美国和其他疫苗接种率较高的发达国家的经济复苏。</blockquote></p><p> \"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p><p><blockquote>“疫苗是有效的，”她说。“如果病例在上升，但住院率仍然很低，那么政府的重新开放措施将继续下去。”</blockquote></p><p> Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p><p><blockquote>尽管如此，沙阿承认，投资者应该更加挑剔。毕竟，标普500较2020年3月的大流行低点上涨了近一倍，并非所有股票和板块都将保持其势头。</blockquote></p><p> She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p><p><blockquote>她认为防御性板块可能会开始小幅回调。其中包括公用事业、医疗保健和其他支付高额股息并被认为是良好债券代理的公司。</blockquote></p><p> The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p><p><blockquote>她表示，FAANG和其他大型科技股应该会继续上涨，其中许多股拥有强劲的盈利势头和大量现金。</blockquote></p><p> <b>Not the time to bail on the market</b></p><p><blockquote><b>现在不是退出市场的时候</b></blockquote></p><p> So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p><p><blockquote>旅游和零售行业的经济复苏也应该如此，这些行业最近因新冠疫情担忧而回落。例如，美联航(UAL)在周二收盘后发布了乐观的前景。</blockquote></p><p> \"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p><p><blockquote>“航空公司受到了打击，”沙阿说。“但如果你假设重新开放将继续，他们应该会享受显着的反弹。”</blockquote></p><p> Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p><p><blockquote>在可预见的未来，股市可能仍然坎坷，但这不应阻止投资者坚持长期投资。</blockquote></p><p> \"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p><p><blockquote>荷宝多资产策略师Peter van der Welle表示：“过去几天的不确定性在短期内是合理的。”“但通货再膨胀交易应该有第二条腿。”</blockquote></p><p> Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p><p><blockquote>范德韦勒指出，尽管近期消费者信心有所下降，但仍有许多理由对消费者支出和零售额的持续增长持乐观态度。</blockquote></p><p> <b>Buy the dips</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p><p><blockquote>消费者——以及投资者——的任何谨慎都可能转瞬即逝。</blockquote></p><p> \"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p><p><blockquote>Federated Hermes首席股票市场策略师菲尔·奥兰多(Phil Orlando)表示：“如果你是长期投资者，请利用这种波动性，增持你真正喜欢的公司和行业。”</blockquote></p><p> He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p><p><blockquote>他认为，因德尔塔变异毒株担忧而受到打击的周期性行业股票可能会出现最大的反弹。</blockquote></p><p> \"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p><p><blockquote>奥兰多补充道：“有些股票已经陷入困境，可能非常有吸引力。我们喜欢对经济敏感的行业。”他表示，银行和其他金融股、工业公司、零售商和能源股可能会大幅反弹。</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>How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来如何投资</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\">\nHow to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来如何投资</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cnn</strong><span class=\"h-time small\">2021-07-22 20:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p><p><blockquote>纽约（CNN商业）当市场像上周五和周一那样暴跌时，人们很容易认输并卖出。大跌可能会很可怕。</blockquote></p><p> But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p><p><blockquote>但在道琼斯指数遭受重创的日子抛售股票通常是错误的做法。周二股市大幅反弹，周三再次上涨。</blockquote></p><p> Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p><p><blockquote>是的，新冠肺炎的德尔塔变异毒株导致美国和全球冠状病毒病例惊人地上升。但许多专家认为，已经进行的大量疫苗接种将防止经济和市场陷入另一场混乱。</blockquote></p><p> If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p><p><blockquote>如果你是长期投资，你能做的最好的事情就是安然度过这波波动。</blockquote></p><p> \"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p><p><blockquote>信安全球投资者首席策略师Seema Shah表示：“保持投资。”沙阿告诉美国有线电视新闻网商业频道，德尔塔变异毒株不太可能阻止美国和其他疫苗接种率较高的发达国家的经济复苏。</blockquote></p><p> \"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p><p><blockquote>“疫苗是有效的，”她说。“如果病例在上升，但住院率仍然很低，那么政府的重新开放措施将继续下去。”</blockquote></p><p> Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p><p><blockquote>尽管如此，沙阿承认，投资者应该更加挑剔。毕竟，标普500较2020年3月的大流行低点上涨了近一倍，并非所有股票和板块都将保持其势头。</blockquote></p><p> She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p><p><blockquote>她认为防御性板块可能会开始小幅回调。其中包括公用事业、医疗保健和其他支付高额股息并被认为是良好债券代理的公司。</blockquote></p><p> The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p><p><blockquote>她表示，FAANG和其他大型科技股应该会继续上涨，其中许多股拥有强劲的盈利势头和大量现金。</blockquote></p><p> <b>Not the time to bail on the market</b></p><p><blockquote><b>现在不是退出市场的时候</b></blockquote></p><p> So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p><p><blockquote>旅游和零售行业的经济复苏也应该如此，这些行业最近因新冠疫情担忧而回落。例如，美联航(UAL)在周二收盘后发布了乐观的前景。</blockquote></p><p> \"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p><p><blockquote>“航空公司受到了打击，”沙阿说。“但如果你假设重新开放将继续，他们应该会享受显着的反弹。”</blockquote></p><p> Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p><p><blockquote>在可预见的未来，股市可能仍然坎坷，但这不应阻止投资者坚持长期投资。</blockquote></p><p> \"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p><p><blockquote>荷宝多资产策略师Peter van der Welle表示：“过去几天的不确定性在短期内是合理的。”“但通货再膨胀交易应该有第二条腿。”</blockquote></p><p> Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p><p><blockquote>范德韦勒指出，尽管近期消费者信心有所下降，但仍有许多理由对消费者支出和零售额的持续增长持乐观态度。</blockquote></p><p> <b>Buy the dips</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p><p><blockquote>消费者——以及投资者——的任何谨慎都可能转瞬即逝。</blockquote></p><p> \"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p><p><blockquote>Federated Hermes首席股票市场策略师菲尔·奥兰多(Phil Orlando)表示：“如果你是长期投资者，请利用这种波动性，增持你真正喜欢的公司和行业。”</blockquote></p><p> He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p><p><blockquote>他认为，因德尔塔变异毒株担忧而受到打击的周期性行业股票可能会出现最大的反弹。</blockquote></p><p> \"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p><p><blockquote>奥兰多补充道：“有些股票已经陷入困境，可能非常有吸引力。我们喜欢对经济敏感的行业。”他表示，银行和其他金融股、工业公司、零售商和能源股可能会大幅反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">cnn</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":844828036,"gmtCreate":1636417670802,"gmtModify":1636417670895,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Paypal","listText":"Paypal","text":"Paypal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844828036","repostId":"2182772815","repostType":4,"isVote":1,"tweetType":1,"viewCount":1809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873626304,"gmtCreate":1636939588706,"gmtModify":1636939588794,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Walmart!","listText":"Walmart!","text":"Walmart!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873626304","repostId":"2183536049","repostType":4,"isVote":1,"tweetType":1,"viewCount":3127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860032696,"gmtCreate":1632105977315,"gmtModify":1632802802396,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/860032696","repostId":"1103359237","repostType":4,"repost":{"id":"1103359237","kind":"news","pubTimestamp":1632104834,"share":"https://www.laohu8.com/m/news/1103359237?lang=zh_CN&edition=full","pubTime":"2021-09-20 10:27","market":"us","language":"en","title":"McDonald's Growth In A Rebound Can Take It To New Highs<blockquote>麦当劳在反弹中的增长可能会将其推向新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103359237","media":"Seeking Alpha","summary":"Summary\n\n2020 proved to be a challenging year, and while some headwinds to foot traffic have remaine","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>2020 proved to be a challenging year, and while some headwinds to foot traffic have remained, revenues and earnings are surging.</li>  <li>Revenues are reaching a multi-year high, with strengths in digital channels and limited time/celeb orders.</li>  <li>Rollout of the MyMcDonald's Rewards should attract millions of more users and drive digital channel sales, a long-term growth opportunity.</li>  <li>Labor and supply chain issues have had some impacts on operations, but margins have expanded still.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95cfe39f14f810cca92bd298c0d36ae4\" tg-width=\"1536\" tg-height=\"1070\" width=\"100%\" height=\"auto\"><span>Jerritt Clark/Getty Images Entertainment</span></p><p><blockquote><ul><li>事实证明，2020年是充满挑战的一年，尽管客流量仍然存在一些阻力，但收入和盈利正在飙升。</li><li>凭借在数字渠道和限时/名人订单方面的优势，收入正达到多年来的最高水平。</li><li>MyMcDonald's奖励的推出应该会吸引数百万用户并推动数字渠道销售，这是一个长期增长机会。</li><li>劳动力和供应链问题对运营产生了一些影响，但利润率仍在扩大。</li></ul><p class=\"t-img-caption\"><span>杰里特·克拉克/盖蒂图片社娱乐</span></p></blockquote></p><p> A renowned dividend growth champion, McDonald's(NYSE:MCD)combines all of the right ingredients of an earnings and revenue rebound from pandemic-impacted operations, growing loyalty and digital channels, and recoveries in in-person dining, among other factors. Although supply chain and labor issues persist, the combination of positive earnings and revenue growth can drive McDonald's to new highs.</p><p><blockquote>作为著名的股息增长冠军，麦当劳（纽约证券交易所股票代码：MCD）结合了受大流行影响的运营带来的盈利和收入反弹、忠诚度和数字渠道的增长以及面对面餐饮的复苏等因素的所有正确因素。尽管供应链和劳动力问题持续存在，但积极的盈利和收入增长相结合，可以推动麦当劳再创新高。</blockquote></p><p> <b>A Strong Rebound</b></p><p><blockquote><b>强劲反弹</b></blockquote></p><p> 2020 proved a challenging year for many businesses dependent on foot traffic, given that widespread restrictions and lockdowns limited customer activity in-person. Fast food chains suffered sharp declines in&nbsp;traffic, but not as sharp as entertainment venues, theaters, malls or hotels. Some of the top fast food/quick-service chains across different food categories (pizzas, burgers, drinks, etc.) and their change in foot traffic during 2020 is shown below.</p><p><blockquote>鉴于广泛的限制和封锁限制了客户的面对面活动，2020年对于许多依赖客流量的企业来说是充满挑战的一年。快餐连锁店的客流量急剧下降，但没有娱乐场所、剧院、商场或酒店那么急剧。不同食品类别（披萨、汉堡、饮料等）的一些顶级快餐/快速服务连锁店。）以及它们在2020年期间的客流量变化如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/211bfacc1cdbe5728bdf6b67f5d96faa\" tg-width=\"958\" tg-height=\"592\" width=\"100%\" height=\"auto\"><span>Graphic from Yahoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来自雅虎</span></p></blockquote></p><p> Yum Brands' KFC, Pizza Hut, and Taco Bell(NYSE:YUM), Restaurant Brands International's Burger King and Popeyes(NYSE:QSR), Domino’s(NYSE:DPZ), Papa John’s(NASDAQ:PZZA), and Starbucks(NASDAQ:SBUX)all witnessed foot traffic decline over 50% in just two months, by April 2020; while McDonald's, Chipotle(NYSE:CMG)and Wendy's(NASDAQ:WEN)saw declines closer to 40%. McDonald's finished 2020 with the second smallest decline at about 45%, just behind Dunkin's 41% decline - however, these are still significant declines in foot traffic, which were offset by drive-thru and delivery.</p><p><blockquote>百胜餐饮旗下的肯德基、必胜客和塔可钟（纽约证券交易所股票代码：YUM），国际餐饮品牌的汉堡王和大力水手（纽约证券交易所股票代码：QSR），达美乐（纽约证券交易所股票代码：DPZ），棒约翰（纳斯达克股票代码：PZZA）和星巴克（纳斯达克股票代码：SBUX）的客流量在短短两个月内下降了50%以上；而麦当劳、Chipotle（纽约证券交易所股票代码：CMG）和Wendy's（纳斯达克股票代码：WEN）的跌幅接近40%。麦当劳在2020年以第二小的跌幅结束，约为45%，仅次于Dunkin的41%跌幅——然而，这些仍然是客流量的大幅下降，被得来速和送货所抵消。</blockquote></p><p> Even with &gt;40% declines in traffic, McDonald's witnessed just a 23.9% decline in&nbsp;comp sales&nbsp;for Q2 2020, with that figure primarily driven by declines in the international segment. Now, comp sales have not just recovered off those declines, but grown above pre-pandemic levels in 2019.</p><p><blockquote>尽管客流量下降了40%以上，但麦当劳2020年第二季度的同店销售额仅下降了23.9%，这一数字主要是由国际市场的下降推动的。现在，comp销售额不仅从这些下降中恢复过来，而且在2019年增长到高于大流行前的水平。</blockquote></p><p> For Q2 2021, global comp sales showed 40.5% y/y - international drove a lot of the rebound, up 75.1%, while US rose 25.9%. Consolidated revenues were up 58% y/y as system sales rose 48%. These figures demonstrate the breadth of the recovery for the company compared to a severely impacted Q2 2020. McDonald's logged its highest quarterly revenue in over 10 quarters, with&nbsp;TTM revenue&nbsp;reaching a three-year high at $21.74 billion.</p><p><blockquote>2021年第二季度，全球销售额同比增长40.5%——国际市场推动了很大反弹，增长了75.1%，而美国增长了25.9%。综合收入同比增长58%，系统销售额增长48%。与受到严重影响的2020年第二季度相比，这些数字显示了该公司复苏的广度。麦当劳创下10多个季度以来的最高季度收入，TTM收入达到217.4亿美元，创三年新高。</blockquote></p><p> A 2-year basis - comparing Q2 2021 to Q2 2019, prior to the pandemic - is where the true strength of that recovery is visible. Global comp sales are 6.9% higher than Q2 2019, with US comp sales showing a solid 14.9% increase and international just 2.6%. Comp sales strengths have been fueled by \"strong average check growth driven by larger order size and menu price increases...as well as growth in delivery and digital platforms.\" Even with the Delta variant surging and potentially impacting some in-person dining, McDonald's had&nbsp;70%&nbsp;of dining rooms open, planning to be fully opened by Labor Day, paving the way for higher foot traffic aiding check and order size in comp sales growth.</p><p><blockquote>以两年为基础——将2021年第二季度与疫情爆发前的2019年第二季度进行比较——可以看出复苏的真正实力。全球comp销售额比2019年Q2高出6.9%，其中美国comp销售额稳步增长14.9%，国际仅增长2.6%。“订单规模扩大和菜单价格上涨推动了平均支票的强劲增长……以及送货和数字平台的增长”推动了Comp的销售优势。尽管德尔塔变异毒株激增并可能影响一些面对面用餐，但麦当劳仍有70%的餐厅开放，并计划在劳动节之前全面开放，为更高的客流量铺平道路，有助于支票和订单规模的比较销售增长。</blockquote></p><p> <b>Earnings and Revenue Growth</b></p><p><blockquote><b>盈利和收入增长</b></blockquote></p><p> Although the pandemic still lingers as the case counts stemming from the Delta variant have spiked since the summer, McDonald's is charging forward with revenue and earnings growth. Q2 has put McDonald's on track to post its highest revenues since FY17 and its highest EPS figure.</p><p><blockquote>尽管自夏季以来，德尔塔变异毒株的病例数激增，疫情仍在持续，但麦当劳的收入和盈利仍在加速增长。第二季度麦当劳有望实现自2017财年以来的最高收入和最高每股收益数据。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da164639956bc60c90f11ed1a9ff848f\" tg-width=\"584\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Data from McDonald's</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自麦当劳</span></p></blockquote></p><p> For the first half of FY21, operating metrics not only have shown solid growth from 2020, but from 2019 and 2018 as well. Revenues are up 6.9% from 2019, while operating income is up 13.8% as margins expanded. Net income rose 32% from 2019's level, boosting diluted EPS substantially, up to $5.00 as shares outstanding decreased by almost 2.5%.</p><p><blockquote>2021财年上半年，运营指标不仅较2020年实现了稳健增长，而且较2019年和2018年也实现了稳健增长。收入较2019年增长6.9%，营业收入随着利润率的扩大增长13.8%。净利润较2019年水平增长32%，摊薄后每股收益大幅提高，达到5.00美元，而流通股减少了近2.5%。</blockquote></p><p></p><p> As the fiscal year progresses and Q3 comes to a close, this growth is expected to continue; for the full year, revenues are expected to reach $23 billion, up nearly 20% y/y, with EPS projected to reach $9.1, up 50% y/y. Compared to 2019, revenues would be 9.1% higher and EPS 16.1%. Given the changes in the operating environment that have persisted, with dine-in not available in all locations, and with the rise of the Delta variant, this level of growth is impressive. Although this growth doesn't compare to a peer such as Wendy's, as revenues grew 12.9% in1H 21compared to 1H 19, and net income 66.6%, it's the scale that matters; Wendy's is a fraction of McDonald's, doing just $3.2 billion in system-wide sales during Q2 compared to McDonald's $28.2 billion.</p><p><blockquote>随着财年的进展和第三季度的结束，这种增长预计将持续下去；全年收入预计将达到230亿美元，同比增长近20%，每股收益预计将达到9.1美元，同比增长50%。与2019年相比，收入将增长9.1%，每股收益将增长16.1%。鉴于经营环境的持续变化，并非所有地点都提供堂食，以及德尔塔变异毒株的崛起，这一增长水平令人印象深刻。尽管这种增长无法与Wendy's等同行相比，因为与2019年上半年相比，2021年上半年的收入增长了12.9%，净利润增长了66.6%，但规模才是最重要的；Wendy's只是麦当劳的一小部分，第二季度全系统销售额仅为32亿美元，而麦当劳为282亿美元。</blockquote></p><p> <b>Some Catalysts and Challenges</b></p><p><blockquote><b>一些催化剂和挑战</b></blockquote></p><p> Aside from dine-in now being available in all locations (unless that has changed in the past two weeks), McDonald's has a few other key catalysts supporting its growth, including digital, delivery and a loyalty program. Last year's limited or no dine-in availability forced fast food restaurants to shift to those other service channels, drive-thru included.</p><p><blockquote>除了现在所有地点都提供堂食（除非过去两周发生变化），麦当劳还有其他一些关键催化剂支持其增长，包括数字化、送货和忠诚度计划。去年，堂食供应有限或没有，迫使快餐店转向其他服务渠道，包括得来速。</blockquote></p><p> MyMcDonald's Rewards is the forefront of McDonald's digital strategy alongside its app, with the loyalty/rewards program rolling out in its largest markets. Going on its sixth year now, the app boasts over 150 million downloads (active users not disclosed), leaving McDonald's a massive user base to tap into with its rewards program. In the US, McDonald's reported over 22 million active users through Q2, with 12 million of those already joining the loyalty/rewards program. The company added that this was prior to advertising the program domestically, with additional rollouts in Germany and Canada this year, and the UK and Australia in 2022. Demand for the rewards program looks strong.</p><p><blockquote>MyMcDonald’s Rewards与其应用程序一起是麦当劳数字战略的前沿，忠诚度/奖励计划在其最大的市场推出。该应用程序现已进入第六个年头，下载量超过1.5亿次（活跃用户未披露），为麦当劳的奖励计划留下了庞大的用户群。在美国，麦当劳通过Q2报告了超过2200万活跃用户，其中1200万已经加入了忠诚度/奖励计划。该公司补充说，这是在国内宣传该计划之前，今年将在德国和加拿大以及2022年在英国和澳大利亚进一步推出。对奖励计划的需求看起来很强劲。</blockquote></p><p> Digital system-wide sales in the top six markets for McDonald's reached almost $8 billion in 1H 2021, up 70% y/y, and accounting for almost 30% of total system-wide sales for 1H. While loyalty rewards can drive higher engagement through the app, the true sign of long-term growth will stem from active users in the app and growth in loyalty signups. MyMcDonald's Rewards is still rolling out in large markets in Q4 and FY22, and early signup rates from the US show that demand for the program is there. Digital channels include delivery and self-service kiosks, and the upcoming quarters will shed light on whether digital sales continue to see momentum even as dining rooms reopen in full. Embedded the app with drive-thru and loyalty has created a synergy that has fueled digital growth, ahead of internal targets for digital customers.</p><p><blockquote>2021年上半年，麦当劳六大市场的数字全系统销售额达到近80亿美元，同比增长70%，占上半年全系统总销售额的近30%。虽然忠诚度奖励可以通过应用程序推动更高的参与度，但长期增长的真正迹象将源于应用程序中的活跃用户和忠诚度注册的增长。MyMcDonald's Rewards仍在第四季度和2022财年在大型市场推出，美国的早期注册率表明对该计划的需求是存在的。数字渠道包括送货和自助服务亭，未来几个季度将揭示即使餐厅全面重新开放，数字销售是否会继续保持势头。将该应用程序与得来速和忠诚度相结合，创造了协同效应，推动了数字增长，领先于数字客户的内部目标。</blockquote></p><p> New product offerings and limited time collaborations also can spark traffic - the company is rolling out the McPlant, a pea-protein burger from&nbsp;Beyond Meat(NASDAQ:BYND), in more markets, while limited edition meals and orders including the Travis Scott, J Balvin and BTS orders and the Crispy Chicken Sandwich. Strong momentum and record breaking demand for the limited edition orders/items bodes well for future releases or orders.</p><p><blockquote>新产品供应和限时合作也可以激发流量——该公司正在更多市场推出Beyond Meat（纳斯达克股票代码：BYND）的豌豆蛋白汉堡McPlant，同时限量版餐食和订单包括Travis Scott、J Balvin和BTS订单以及脆皮鸡肉三明治。对限量版订单/项目的强劲势头和破纪录的需求预示着未来的发布或订单。</blockquote></p><p> At the same time, McDonald's is battling supply chain and labor issues. Companies across all industries have had trouble finding, attracting and hiring workers, and McDonald's stores faced similar issues. McDonald's is seeing an increase in applications amid a 5% increase in US wages; labor inflation has been the majority driver of pricing, which is up about 6% this year, with food contributing just about 0.5%.</p><p><blockquote>与此同时，麦当劳正在与供应链和劳动力问题作斗争。所有行业的公司都在寻找、吸引和雇佣工人方面遇到了困难，麦当劳商店也面临着类似的问题。在美国工资上涨5%的情况下，麦当劳的申请数量有所增加；劳动力通胀一直是定价的主要驱动因素，今年价格上涨了约6%，而食品通胀仅占约0.5%。</blockquote></p><p> Some margin pressures could surface in the back half of the year if average check moderates slightly from Q2's levels, but the broader top-line growth for the remainder of the year aided by these catalysts is expected to keep EPS growth strong. For FY21, McDonald's trades at about 26.6x projected diluted earnings of $9.10, about in line with historical levels, and about 24.2x FY22 earnings of $10.00, as strong margins and close to ~6% growth in revenue can drive ~10% growth in earnings y/y. FY23 could see similar growth rates, up to $10.90 in earnings on about 5.5% growth in revenues. A simple valuation at 26x FY23 earnings provides about 17% upside to $283 in one-year, and while there are other factors in play, the overall strengths within margin, loyalty program uptake, and digital sales acceleration/persistence support that growth and valuation.</p><p><blockquote>如果平均支票较第二季度的水平略有放缓，今年下半年可能会出现一些利润率压力，但在这些催化剂的帮助下，今年剩余时间更广泛的营收增长预计将保持每股收益的强劲增长。2021财年，麦当劳的预期摊薄收益约为9.10美元的26.6倍，与历史水平大致一致，2022财年收益约为10.00美元的24.2倍，因为强劲的利润率和接近6%的收入增长可以推动约10%的收益同比增长。2023财年可能会出现类似的增长率，收入增长约5.5%，盈利高达10.90美元。26倍2023财年收益的简单估值在一年内提供了约17%的上涨空间，达到283美元，虽然还有其他因素在起作用，但利润率、忠诚度计划吸收和数字销售加速/持久性方面的整体优势支持了这种增长和估值。</blockquote></p><p> <b>Overall</b></p><p><blockquote><b>总的</b></blockquote></p><p></p><p> McDonald's has rebounded quickly from 2020's harsh operating environment, even as headwinds to foot traffic have remained in place. Comp sales have not only shown strong growth off of 2020's levels, but solid single and low double-digit growth off of 2019, demonstrating just how strong this recovery has been. The digital channel has proven to be a large driver of system-wide sales, rising 70% to reach $8 billion in 1H; the rollout of the loyalty program in more top markets over the next four to six quarters can help drive digital engagement. While there are some challenges within inflationary pressures from labor and food, margins have expanded, and some slight moderation in margins amid top-line growth can drive revenues and earnings higher over the next couple years, and drive double-digit upside.</p><p><blockquote>尽管客流量仍然面临阻力，但麦当劳已从2020年恶劣的经营环境中迅速反弹。Comp销售额不仅比2020年的水平强劲增长，而且比2019年实现了稳健的个位数和低两位数增长，表明了这种复苏的强劲程度。事实证明，数字渠道是全系统销售额的巨大推动力，上半年销售额增长了70%，达到80亿美元；未来四到六个季度在更多顶级市场推出忠诚度计划有助于推动数字参与。尽管劳动力和食品带来的通胀压力面临一些挑战，但利润率已经扩大，在营收增长的情况下，利润率略有放缓，可能会在未来几年推动收入和盈利走高，并推动两位数的上涨空间。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>McDonald's Growth In A Rebound Can Take It To New Highs<blockquote>麦当劳在反弹中的增长可能会将其推向新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nMcDonald's Growth In A Rebound Can Take It To New Highs<blockquote>麦当劳在反弹中的增长可能会将其推向新高</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\">2021-09-20 10:27</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>2020 proved to be a challenging year, and while some headwinds to foot traffic have remained, revenues and earnings are surging.</li>  <li>Revenues are reaching a multi-year high, with strengths in digital channels and limited time/celeb orders.</li>  <li>Rollout of the MyMcDonald's Rewards should attract millions of more users and drive digital channel sales, a long-term growth opportunity.</li>  <li>Labor and supply chain issues have had some impacts on operations, but margins have expanded still.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95cfe39f14f810cca92bd298c0d36ae4\" tg-width=\"1536\" tg-height=\"1070\" width=\"100%\" height=\"auto\"><span>Jerritt Clark/Getty Images Entertainment</span></p><p><blockquote><ul><li>事实证明，2020年是充满挑战的一年，尽管客流量仍然存在一些阻力，但收入和盈利正在飙升。</li><li>凭借在数字渠道和限时/名人订单方面的优势，收入正达到多年来的最高水平。</li><li>MyMcDonald's奖励的推出应该会吸引数百万用户并推动数字渠道销售，这是一个长期增长机会。</li><li>劳动力和供应链问题对运营产生了一些影响，但利润率仍在扩大。</li></ul><p class=\"t-img-caption\"><span>杰里特·克拉克/盖蒂图片社娱乐</span></p></blockquote></p><p> A renowned dividend growth champion, McDonald's(NYSE:MCD)combines all of the right ingredients of an earnings and revenue rebound from pandemic-impacted operations, growing loyalty and digital channels, and recoveries in in-person dining, among other factors. Although supply chain and labor issues persist, the combination of positive earnings and revenue growth can drive McDonald's to new highs.</p><p><blockquote>作为著名的股息增长冠军，麦当劳（纽约证券交易所股票代码：MCD）结合了受大流行影响的运营带来的盈利和收入反弹、忠诚度和数字渠道的增长以及面对面餐饮的复苏等因素的所有正确因素。尽管供应链和劳动力问题持续存在，但积极的盈利和收入增长相结合，可以推动麦当劳再创新高。</blockquote></p><p> <b>A Strong Rebound</b></p><p><blockquote><b>强劲反弹</b></blockquote></p><p> 2020 proved a challenging year for many businesses dependent on foot traffic, given that widespread restrictions and lockdowns limited customer activity in-person. Fast food chains suffered sharp declines in&nbsp;traffic, but not as sharp as entertainment venues, theaters, malls or hotels. Some of the top fast food/quick-service chains across different food categories (pizzas, burgers, drinks, etc.) and their change in foot traffic during 2020 is shown below.</p><p><blockquote>鉴于广泛的限制和封锁限制了客户的面对面活动，2020年对于许多依赖客流量的企业来说是充满挑战的一年。快餐连锁店的客流量急剧下降，但没有娱乐场所、剧院、商场或酒店那么急剧。不同食品类别（披萨、汉堡、饮料等）的一些顶级快餐/快速服务连锁店。）以及它们在2020年期间的客流量变化如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/211bfacc1cdbe5728bdf6b67f5d96faa\" tg-width=\"958\" tg-height=\"592\" width=\"100%\" height=\"auto\"><span>Graphic from Yahoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来自雅虎</span></p></blockquote></p><p> Yum Brands' KFC, Pizza Hut, and Taco Bell(NYSE:YUM), Restaurant Brands International's Burger King and Popeyes(NYSE:QSR), Domino’s(NYSE:DPZ), Papa John’s(NASDAQ:PZZA), and Starbucks(NASDAQ:SBUX)all witnessed foot traffic decline over 50% in just two months, by April 2020; while McDonald's, Chipotle(NYSE:CMG)and Wendy's(NASDAQ:WEN)saw declines closer to 40%. McDonald's finished 2020 with the second smallest decline at about 45%, just behind Dunkin's 41% decline - however, these are still significant declines in foot traffic, which were offset by drive-thru and delivery.</p><p><blockquote>百胜餐饮旗下的肯德基、必胜客和塔可钟（纽约证券交易所股票代码：YUM），国际餐饮品牌的汉堡王和大力水手（纽约证券交易所股票代码：QSR），达美乐（纽约证券交易所股票代码：DPZ），棒约翰（纳斯达克股票代码：PZZA）和星巴克（纳斯达克股票代码：SBUX）的客流量在短短两个月内下降了50%以上；而麦当劳、Chipotle（纽约证券交易所股票代码：CMG）和Wendy's（纳斯达克股票代码：WEN）的跌幅接近40%。麦当劳在2020年以第二小的跌幅结束，约为45%，仅次于Dunkin的41%跌幅——然而，这些仍然是客流量的大幅下降，被得来速和送货所抵消。</blockquote></p><p> Even with &gt;40% declines in traffic, McDonald's witnessed just a 23.9% decline in&nbsp;comp sales&nbsp;for Q2 2020, with that figure primarily driven by declines in the international segment. Now, comp sales have not just recovered off those declines, but grown above pre-pandemic levels in 2019.</p><p><blockquote>尽管客流量下降了40%以上，但麦当劳2020年第二季度的同店销售额仅下降了23.9%，这一数字主要是由国际市场的下降推动的。现在，comp销售额不仅从这些下降中恢复过来，而且在2019年增长到高于大流行前的水平。</blockquote></p><p> For Q2 2021, global comp sales showed 40.5% y/y - international drove a lot of the rebound, up 75.1%, while US rose 25.9%. Consolidated revenues were up 58% y/y as system sales rose 48%. These figures demonstrate the breadth of the recovery for the company compared to a severely impacted Q2 2020. McDonald's logged its highest quarterly revenue in over 10 quarters, with&nbsp;TTM revenue&nbsp;reaching a three-year high at $21.74 billion.</p><p><blockquote>2021年第二季度，全球销售额同比增长40.5%——国际市场推动了很大反弹，增长了75.1%，而美国增长了25.9%。综合收入同比增长58%，系统销售额增长48%。与受到严重影响的2020年第二季度相比，这些数字显示了该公司复苏的广度。麦当劳创下10多个季度以来的最高季度收入，TTM收入达到217.4亿美元，创三年新高。</blockquote></p><p> A 2-year basis - comparing Q2 2021 to Q2 2019, prior to the pandemic - is where the true strength of that recovery is visible. Global comp sales are 6.9% higher than Q2 2019, with US comp sales showing a solid 14.9% increase and international just 2.6%. Comp sales strengths have been fueled by \"strong average check growth driven by larger order size and menu price increases...as well as growth in delivery and digital platforms.\" Even with the Delta variant surging and potentially impacting some in-person dining, McDonald's had&nbsp;70%&nbsp;of dining rooms open, planning to be fully opened by Labor Day, paving the way for higher foot traffic aiding check and order size in comp sales growth.</p><p><blockquote>以两年为基础——将2021年第二季度与疫情爆发前的2019年第二季度进行比较——可以看出复苏的真正实力。全球comp销售额比2019年Q2高出6.9%，其中美国comp销售额稳步增长14.9%，国际仅增长2.6%。“订单规模扩大和菜单价格上涨推动了平均支票的强劲增长……以及送货和数字平台的增长”推动了Comp的销售优势。尽管德尔塔变异毒株激增并可能影响一些面对面用餐，但麦当劳仍有70%的餐厅开放，并计划在劳动节之前全面开放，为更高的客流量铺平道路，有助于支票和订单规模的比较销售增长。</blockquote></p><p> <b>Earnings and Revenue Growth</b></p><p><blockquote><b>盈利和收入增长</b></blockquote></p><p> Although the pandemic still lingers as the case counts stemming from the Delta variant have spiked since the summer, McDonald's is charging forward with revenue and earnings growth. Q2 has put McDonald's on track to post its highest revenues since FY17 and its highest EPS figure.</p><p><blockquote>尽管自夏季以来，德尔塔变异毒株的病例数激增，疫情仍在持续，但麦当劳的收入和盈利仍在加速增长。第二季度麦当劳有望实现自2017财年以来的最高收入和最高每股收益数据。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da164639956bc60c90f11ed1a9ff848f\" tg-width=\"584\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Data from McDonald's</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自麦当劳</span></p></blockquote></p><p> For the first half of FY21, operating metrics not only have shown solid growth from 2020, but from 2019 and 2018 as well. Revenues are up 6.9% from 2019, while operating income is up 13.8% as margins expanded. Net income rose 32% from 2019's level, boosting diluted EPS substantially, up to $5.00 as shares outstanding decreased by almost 2.5%.</p><p><blockquote>2021财年上半年，运营指标不仅较2020年实现了稳健增长，而且较2019年和2018年也实现了稳健增长。收入较2019年增长6.9%，营业收入随着利润率的扩大增长13.8%。净利润较2019年水平增长32%，摊薄后每股收益大幅提高，达到5.00美元，而流通股减少了近2.5%。</blockquote></p><p></p><p> As the fiscal year progresses and Q3 comes to a close, this growth is expected to continue; for the full year, revenues are expected to reach $23 billion, up nearly 20% y/y, with EPS projected to reach $9.1, up 50% y/y. Compared to 2019, revenues would be 9.1% higher and EPS 16.1%. Given the changes in the operating environment that have persisted, with dine-in not available in all locations, and with the rise of the Delta variant, this level of growth is impressive. Although this growth doesn't compare to a peer such as Wendy's, as revenues grew 12.9% in1H 21compared to 1H 19, and net income 66.6%, it's the scale that matters; Wendy's is a fraction of McDonald's, doing just $3.2 billion in system-wide sales during Q2 compared to McDonald's $28.2 billion.</p><p><blockquote>随着财年的进展和第三季度的结束，这种增长预计将持续下去；全年收入预计将达到230亿美元，同比增长近20%，每股收益预计将达到9.1美元，同比增长50%。与2019年相比，收入将增长9.1%，每股收益将增长16.1%。鉴于经营环境的持续变化，并非所有地点都提供堂食，以及德尔塔变异毒株的崛起，这一增长水平令人印象深刻。尽管这种增长无法与Wendy's等同行相比，因为与2019年上半年相比，2021年上半年的收入增长了12.9%，净利润增长了66.6%，但规模才是最重要的；Wendy's只是麦当劳的一小部分，第二季度全系统销售额仅为32亿美元，而麦当劳为282亿美元。</blockquote></p><p> <b>Some Catalysts and Challenges</b></p><p><blockquote><b>一些催化剂和挑战</b></blockquote></p><p> Aside from dine-in now being available in all locations (unless that has changed in the past two weeks), McDonald's has a few other key catalysts supporting its growth, including digital, delivery and a loyalty program. Last year's limited or no dine-in availability forced fast food restaurants to shift to those other service channels, drive-thru included.</p><p><blockquote>除了现在所有地点都提供堂食（除非过去两周发生变化），麦当劳还有其他一些关键催化剂支持其增长，包括数字化、送货和忠诚度计划。去年，堂食供应有限或没有，迫使快餐店转向其他服务渠道，包括得来速。</blockquote></p><p> MyMcDonald's Rewards is the forefront of McDonald's digital strategy alongside its app, with the loyalty/rewards program rolling out in its largest markets. Going on its sixth year now, the app boasts over 150 million downloads (active users not disclosed), leaving McDonald's a massive user base to tap into with its rewards program. In the US, McDonald's reported over 22 million active users through Q2, with 12 million of those already joining the loyalty/rewards program. The company added that this was prior to advertising the program domestically, with additional rollouts in Germany and Canada this year, and the UK and Australia in 2022. Demand for the rewards program looks strong.</p><p><blockquote>MyMcDonald’s Rewards与其应用程序一起是麦当劳数字战略的前沿，忠诚度/奖励计划在其最大的市场推出。该应用程序现已进入第六个年头，下载量超过1.5亿次（活跃用户未披露），为麦当劳的奖励计划留下了庞大的用户群。在美国，麦当劳通过Q2报告了超过2200万活跃用户，其中1200万已经加入了忠诚度/奖励计划。该公司补充说，这是在国内宣传该计划之前，今年将在德国和加拿大以及2022年在英国和澳大利亚进一步推出。对奖励计划的需求看起来很强劲。</blockquote></p><p> Digital system-wide sales in the top six markets for McDonald's reached almost $8 billion in 1H 2021, up 70% y/y, and accounting for almost 30% of total system-wide sales for 1H. While loyalty rewards can drive higher engagement through the app, the true sign of long-term growth will stem from active users in the app and growth in loyalty signups. MyMcDonald's Rewards is still rolling out in large markets in Q4 and FY22, and early signup rates from the US show that demand for the program is there. Digital channels include delivery and self-service kiosks, and the upcoming quarters will shed light on whether digital sales continue to see momentum even as dining rooms reopen in full. Embedded the app with drive-thru and loyalty has created a synergy that has fueled digital growth, ahead of internal targets for digital customers.</p><p><blockquote>2021年上半年，麦当劳六大市场的数字全系统销售额达到近80亿美元，同比增长70%，占上半年全系统总销售额的近30%。虽然忠诚度奖励可以通过应用程序推动更高的参与度，但长期增长的真正迹象将源于应用程序中的活跃用户和忠诚度注册的增长。MyMcDonald's Rewards仍在第四季度和2022财年在大型市场推出，美国的早期注册率表明对该计划的需求是存在的。数字渠道包括送货和自助服务亭，未来几个季度将揭示即使餐厅全面重新开放，数字销售是否会继续保持势头。将该应用程序与得来速和忠诚度相结合，创造了协同效应，推动了数字增长，领先于数字客户的内部目标。</blockquote></p><p> New product offerings and limited time collaborations also can spark traffic - the company is rolling out the McPlant, a pea-protein burger from&nbsp;Beyond Meat(NASDAQ:BYND), in more markets, while limited edition meals and orders including the Travis Scott, J Balvin and BTS orders and the Crispy Chicken Sandwich. Strong momentum and record breaking demand for the limited edition orders/items bodes well for future releases or orders.</p><p><blockquote>新产品供应和限时合作也可以激发流量——该公司正在更多市场推出Beyond Meat（纳斯达克股票代码：BYND）的豌豆蛋白汉堡McPlant，同时限量版餐食和订单包括Travis Scott、J Balvin和BTS订单以及脆皮鸡肉三明治。对限量版订单/项目的强劲势头和破纪录的需求预示着未来的发布或订单。</blockquote></p><p> At the same time, McDonald's is battling supply chain and labor issues. Companies across all industries have had trouble finding, attracting and hiring workers, and McDonald's stores faced similar issues. McDonald's is seeing an increase in applications amid a 5% increase in US wages; labor inflation has been the majority driver of pricing, which is up about 6% this year, with food contributing just about 0.5%.</p><p><blockquote>与此同时，麦当劳正在与供应链和劳动力问题作斗争。所有行业的公司都在寻找、吸引和雇佣工人方面遇到了困难，麦当劳商店也面临着类似的问题。在美国工资上涨5%的情况下，麦当劳的申请数量有所增加；劳动力通胀一直是定价的主要驱动因素，今年价格上涨了约6%，而食品通胀仅占约0.5%。</blockquote></p><p> Some margin pressures could surface in the back half of the year if average check moderates slightly from Q2's levels, but the broader top-line growth for the remainder of the year aided by these catalysts is expected to keep EPS growth strong. For FY21, McDonald's trades at about 26.6x projected diluted earnings of $9.10, about in line with historical levels, and about 24.2x FY22 earnings of $10.00, as strong margins and close to ~6% growth in revenue can drive ~10% growth in earnings y/y. FY23 could see similar growth rates, up to $10.90 in earnings on about 5.5% growth in revenues. A simple valuation at 26x FY23 earnings provides about 17% upside to $283 in one-year, and while there are other factors in play, the overall strengths within margin, loyalty program uptake, and digital sales acceleration/persistence support that growth and valuation.</p><p><blockquote>如果平均支票较第二季度的水平略有放缓，今年下半年可能会出现一些利润率压力，但在这些催化剂的帮助下，今年剩余时间更广泛的营收增长预计将保持每股收益的强劲增长。2021财年，麦当劳的预期摊薄收益约为9.10美元的26.6倍，与历史水平大致一致，2022财年收益约为10.00美元的24.2倍，因为强劲的利润率和接近6%的收入增长可以推动约10%的收益同比增长。2023财年可能会出现类似的增长率，收入增长约5.5%，盈利高达10.90美元。26倍2023财年收益的简单估值在一年内提供了约17%的上涨空间，达到283美元，虽然还有其他因素在起作用，但利润率、忠诚度计划吸收和数字销售加速/持久性方面的整体优势支持了这种增长和估值。</blockquote></p><p> <b>Overall</b></p><p><blockquote><b>总的</b></blockquote></p><p></p><p> McDonald's has rebounded quickly from 2020's harsh operating environment, even as headwinds to foot traffic have remained in place. Comp sales have not only shown strong growth off of 2020's levels, but solid single and low double-digit growth off of 2019, demonstrating just how strong this recovery has been. The digital channel has proven to be a large driver of system-wide sales, rising 70% to reach $8 billion in 1H; the rollout of the loyalty program in more top markets over the next four to six quarters can help drive digital engagement. While there are some challenges within inflationary pressures from labor and food, margins have expanded, and some slight moderation in margins amid top-line growth can drive revenues and earnings higher over the next couple years, and drive double-digit upside.</p><p><blockquote>尽管客流量仍然面临阻力，但麦当劳已从2020年恶劣的经营环境中迅速反弹。Comp销售额不仅比2020年的水平强劲增长，而且比2019年实现了稳健的个位数和低两位数增长，表明了这种复苏的强劲程度。事实证明，数字渠道是全系统销售额的巨大推动力，上半年销售额增长了70%，达到80亿美元；未来四到六个季度在更多顶级市场推出忠诚度计划有助于推动数字参与。尽管劳动力和食品带来的通胀压力面临一些挑战，但利润率已经扩大，在营收增长的情况下，利润率略有放缓，可能会在未来几年推动收入和盈利走高，并推动两位数的上涨空间。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4456054-mcdonalds-growth-in-a-rebound-can-take-it-to-new-highs\">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":{"MCD":"麦当劳"},"source_url":"https://seekingalpha.com/article/4456054-mcdonalds-growth-in-a-rebound-can-take-it-to-new-highs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103359237","content_text":"Summary\n\n2020 proved to be a challenging year, and while some headwinds to foot traffic have remained, revenues and earnings are surging.\nRevenues are reaching a multi-year high, with strengths in digital channels and limited time/celeb orders.\nRollout of the MyMcDonald's Rewards should attract millions of more users and drive digital channel sales, a long-term growth opportunity.\nLabor and supply chain issues have had some impacts on operations, but margins have expanded still.\n\nJerritt Clark/Getty Images Entertainment\nA renowned dividend growth champion, McDonald's(NYSE:MCD)combines all of the right ingredients of an earnings and revenue rebound from pandemic-impacted operations, growing loyalty and digital channels, and recoveries in in-person dining, among other factors. Although supply chain and labor issues persist, the combination of positive earnings and revenue growth can drive McDonald's to new highs.\nA Strong Rebound\n2020 proved a challenging year for many businesses dependent on foot traffic, given that widespread restrictions and lockdowns limited customer activity in-person. Fast food chains suffered sharp declines in traffic, but not as sharp as entertainment venues, theaters, malls or hotels. Some of the top fast food/quick-service chains across different food categories (pizzas, burgers, drinks, etc.) and their change in foot traffic during 2020 is shown below.\nGraphic from Yahoo\nYum Brands' KFC, Pizza Hut, and Taco Bell(NYSE:YUM), Restaurant Brands International's Burger King and Popeyes(NYSE:QSR), Domino’s(NYSE:DPZ), Papa John’s(NASDAQ:PZZA), and Starbucks(NASDAQ:SBUX)all witnessed foot traffic decline over 50% in just two months, by April 2020; while McDonald's, Chipotle(NYSE:CMG)and Wendy's(NASDAQ:WEN)saw declines closer to 40%. McDonald's finished 2020 with the second smallest decline at about 45%, just behind Dunkin's 41% decline - however, these are still significant declines in foot traffic, which were offset by drive-thru and delivery.\nEven with >40% declines in traffic, McDonald's witnessed just a 23.9% decline in comp sales for Q2 2020, with that figure primarily driven by declines in the international segment. Now, comp sales have not just recovered off those declines, but grown above pre-pandemic levels in 2019.\nFor Q2 2021, global comp sales showed 40.5% y/y - international drove a lot of the rebound, up 75.1%, while US rose 25.9%. Consolidated revenues were up 58% y/y as system sales rose 48%. These figures demonstrate the breadth of the recovery for the company compared to a severely impacted Q2 2020. McDonald's logged its highest quarterly revenue in over 10 quarters, with TTM revenue reaching a three-year high at $21.74 billion.\nA 2-year basis - comparing Q2 2021 to Q2 2019, prior to the pandemic - is where the true strength of that recovery is visible. Global comp sales are 6.9% higher than Q2 2019, with US comp sales showing a solid 14.9% increase and international just 2.6%. Comp sales strengths have been fueled by \"strong average check growth driven by larger order size and menu price increases...as well as growth in delivery and digital platforms.\" Even with the Delta variant surging and potentially impacting some in-person dining, McDonald's had 70% of dining rooms open, planning to be fully opened by Labor Day, paving the way for higher foot traffic aiding check and order size in comp sales growth.\nEarnings and Revenue Growth\nAlthough the pandemic still lingers as the case counts stemming from the Delta variant have spiked since the summer, McDonald's is charging forward with revenue and earnings growth. Q2 has put McDonald's on track to post its highest revenues since FY17 and its highest EPS figure.\nData from McDonald's\nFor the first half of FY21, operating metrics not only have shown solid growth from 2020, but from 2019 and 2018 as well. Revenues are up 6.9% from 2019, while operating income is up 13.8% as margins expanded. Net income rose 32% from 2019's level, boosting diluted EPS substantially, up to $5.00 as shares outstanding decreased by almost 2.5%.\nAs the fiscal year progresses and Q3 comes to a close, this growth is expected to continue; for the full year, revenues are expected to reach $23 billion, up nearly 20% y/y, with EPS projected to reach $9.1, up 50% y/y. Compared to 2019, revenues would be 9.1% higher and EPS 16.1%. Given the changes in the operating environment that have persisted, with dine-in not available in all locations, and with the rise of the Delta variant, this level of growth is impressive. Although this growth doesn't compare to a peer such as Wendy's, as revenues grew 12.9% in1H 21compared to 1H 19, and net income 66.6%, it's the scale that matters; Wendy's is a fraction of McDonald's, doing just $3.2 billion in system-wide sales during Q2 compared to McDonald's $28.2 billion.\nSome Catalysts and Challenges\nAside from dine-in now being available in all locations (unless that has changed in the past two weeks), McDonald's has a few other key catalysts supporting its growth, including digital, delivery and a loyalty program. Last year's limited or no dine-in availability forced fast food restaurants to shift to those other service channels, drive-thru included.\nMyMcDonald's Rewards is the forefront of McDonald's digital strategy alongside its app, with the loyalty/rewards program rolling out in its largest markets. Going on its sixth year now, the app boasts over 150 million downloads (active users not disclosed), leaving McDonald's a massive user base to tap into with its rewards program. In the US, McDonald's reported over 22 million active users through Q2, with 12 million of those already joining the loyalty/rewards program. The company added that this was prior to advertising the program domestically, with additional rollouts in Germany and Canada this year, and the UK and Australia in 2022. Demand for the rewards program looks strong.\nDigital system-wide sales in the top six markets for McDonald's reached almost $8 billion in 1H 2021, up 70% y/y, and accounting for almost 30% of total system-wide sales for 1H. While loyalty rewards can drive higher engagement through the app, the true sign of long-term growth will stem from active users in the app and growth in loyalty signups. MyMcDonald's Rewards is still rolling out in large markets in Q4 and FY22, and early signup rates from the US show that demand for the program is there. Digital channels include delivery and self-service kiosks, and the upcoming quarters will shed light on whether digital sales continue to see momentum even as dining rooms reopen in full. Embedded the app with drive-thru and loyalty has created a synergy that has fueled digital growth, ahead of internal targets for digital customers.\nNew product offerings and limited time collaborations also can spark traffic - the company is rolling out the McPlant, a pea-protein burger from Beyond Meat(NASDAQ:BYND), in more markets, while limited edition meals and orders including the Travis Scott, J Balvin and BTS orders and the Crispy Chicken Sandwich. Strong momentum and record breaking demand for the limited edition orders/items bodes well for future releases or orders.\nAt the same time, McDonald's is battling supply chain and labor issues. Companies across all industries have had trouble finding, attracting and hiring workers, and McDonald's stores faced similar issues. McDonald's is seeing an increase in applications amid a 5% increase in US wages; labor inflation has been the majority driver of pricing, which is up about 6% this year, with food contributing just about 0.5%.\nSome margin pressures could surface in the back half of the year if average check moderates slightly from Q2's levels, but the broader top-line growth for the remainder of the year aided by these catalysts is expected to keep EPS growth strong. For FY21, McDonald's trades at about 26.6x projected diluted earnings of $9.10, about in line with historical levels, and about 24.2x FY22 earnings of $10.00, as strong margins and close to ~6% growth in revenue can drive ~10% growth in earnings y/y. FY23 could see similar growth rates, up to $10.90 in earnings on about 5.5% growth in revenues. A simple valuation at 26x FY23 earnings provides about 17% upside to $283 in one-year, and while there are other factors in play, the overall strengths within margin, loyalty program uptake, and digital sales acceleration/persistence support that growth and valuation.\nOverall\nMcDonald's has rebounded quickly from 2020's harsh operating environment, even as headwinds to foot traffic have remained in place. Comp sales have not only shown strong growth off of 2020's levels, but solid single and low double-digit growth off of 2019, demonstrating just how strong this recovery has been. The digital channel has proven to be a large driver of system-wide sales, rising 70% to reach $8 billion in 1H; the rollout of the loyalty program in more top markets over the next four to six quarters can help drive digital engagement. While there are some challenges within inflationary pressures from labor and food, margins have expanded, and some slight moderation in margins amid top-line growth can drive revenues and earnings higher over the next couple years, and drive double-digit upside.","news_type":1,"symbols_score_info":{"MCD":0.9}},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804969553,"gmtCreate":1627916558772,"gmtModify":1633755277146,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804969553","repostId":"1155693481","repostType":4,"repost":{"id":"1155693481","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":1627913458,"share":"https://www.laohu8.com/m/news/1155693481?lang=zh_CN&edition=full","pubTime":"2021-08-02 22:10","market":"us","language":"en","title":"Tesla rose nearly 5% in morning trading<blockquote>特斯拉早盘涨近5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155693481","media":"Tiger Newspress","summary":" $Tesla Motors$ rose nearly 5% in morning trading.Elon Musk confirms Tesla AI Day will be on August 19.In addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more ","content":"<p>(August 2)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose nearly 5% in morning trading.</p><p><blockquote>（8月2日）<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>早盘涨近5%。</blockquote></p><p> Elon Musk confirms Tesla AI Day will be on August 19.</p><p><blockquote>Elon Musk确认特斯拉人工智能日将于8月19日举行。</blockquote></p><p> In&nbsp;addition&nbsp;,Last Thursday,&nbsp;Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.</p><p><blockquote>此外，上周四，Benzinga提醒其用户特斯拉已申请一项专利，允许其从旧锂离子电动汽车电池中回收和再循环镍和钴。</blockquote></p><p> The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.</p><p><blockquote>这项名为“通过电化学溶解的金属硫酸盐制造系统”的专利将使这家电动汽车和技术公司能够回收两种关键的电池金属原料并重复利用它们，从而提高其供应链的效率。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9faf5c64c1d04f0efe8c72c78addc130\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla rose nearly 5% in morning trading<blockquote>特斯拉早盘涨近5%</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 rose nearly 5% in morning trading<blockquote>特斯拉早盘涨近5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-02 22:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(August 2)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose nearly 5% in morning trading.</p><p><blockquote>（8月2日）<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>早盘涨近5%。</blockquote></p><p> Elon Musk confirms Tesla AI Day will be on August 19.</p><p><blockquote>Elon Musk确认特斯拉人工智能日将于8月19日举行。</blockquote></p><p> In&nbsp;addition&nbsp;,Last Thursday,&nbsp;Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.</p><p><blockquote>此外，上周四，Benzinga提醒其用户特斯拉已申请一项专利，允许其从旧锂离子电动汽车电池中回收和再循环镍和钴。</blockquote></p><p> The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.</p><p><blockquote>这项名为“通过电化学溶解的金属硫酸盐制造系统”的专利将使这家电动汽车和技术公司能够回收两种关键的电池金属原料并重复利用它们，从而提高其供应链的效率。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9faf5c64c1d04f0efe8c72c78addc130\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155693481","content_text":"(August 2) Tesla Motors rose nearly 5% in morning trading.\nElon Musk confirms Tesla AI Day will be on August 19.\nIn addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.\nThe patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":854467282,"gmtCreate":1635474701458,"gmtModify":1635474701583,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Apple go!","listText":"Apple go!","text":"Apple go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854467282","repostId":"1178207364","repostType":4,"repost":{"id":"1178207364","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":1635460531,"share":"https://www.laohu8.com/m/news/1178207364?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:35","market":"us","language":"en","title":"Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失60亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178207364","media":"Tiger Newspress","summary":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southe","content":"<p>Apple&nbsp;revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday,&nbsp;which Apple CEO Tim Cook attributed to larger-than-expected supply constraints&nbsp;on iPhones, iPads, and Macs.</p><p><blockquote>周四，苹果第四财季营收不及华尔街预期，苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示：“尽管供应限制超出预期，我们估计供应限制约为60亿美元，但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示，在当前的假日销售季度，影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29%&nbsp;and each of its product categories grew on an annual basis.</p><p><blockquote>然而，苹果的整体收入仍增长了29%，其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现：</blockquote></p><p> <ul>  <li><b>EPS:</b>&nbsp;$1.24 vs. $1.24&nbsp;estimated</li>  <li><b>Revenue:</b>&nbsp;$83.36&nbsp;billion&nbsp;&nbsp;vs.&nbsp;$84.85&nbsp;billion&nbsp;estimated, up 29% year-over-year</li>  <li><b>iPhone revenue:</b>&nbsp;$38.87&nbsp;billion&nbsp;vs. $41.51&nbsp;billion&nbsp;estimated, up 47% year-over-year</li>  <li><b>Services revenue:</b>&nbsp;$18.28&nbsp;billion&nbsp;vs. $17.64&nbsp;billion&nbsp;estimated,&nbsp;up 25.6% year-over-year</li>  <li><b>Other Products revenue:</b>&nbsp;$8.79&nbsp;billion&nbsp;vs. $9.33&nbsp;billion&nbsp;estimated, up 11.5% year-over-year</li>  <li><b>Mac revenue:</b>&nbsp;$9.18&nbsp;billion&nbsp;vs. $9.23&nbsp;billion&nbsp;estimated, up 1.6% year-over-year</li>  <li><b>iPad revenue:</b>&nbsp;$8.25&nbsp;billion&nbsp;vs. $7.23&nbsp;billion&nbsp;estimated, up 21.4% year-over-year</li>  <li><b>Gross margin:</b>&nbsp;42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS：</b>1.24美元与预估1.24美元</li><li><b>收入：</b>833.6亿美元，预期848.5亿美元，同比增长29%</li><li><b>iPhone收入：</b>388.7亿美元对比。预计415.1亿美元，同比增长47%</li><li><b>服务收入：</b>182.8亿美元对比。预计176.4亿美元，同比增长25.6%</li><li><b>其他产品收入：</b>87.9亿美元对比。预计93.3亿美元，同比增长11.5%</li><li><b>Mac收入：</b>91.8亿美元对比。预计92.3亿美元，同比增长1.6%</li><li><b>iPad收入：</b>82.5亿美元对比。预计72.3亿美元，同比增长21.4%</li><li><b>毛利率：</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%，但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半，被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，苹果表示，第四财季营收和利润分别为834亿美元和每股1.24美元，而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号，该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者，芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com&nbsp;forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久，苹果公布了业绩，部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示，苹果“相当好地解决了这些问题，但也未能毫发无损，这些问题持续时间的延长将带来麻烦，特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，苹果表示，第四季度iPhone销售额为389亿美元，低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示，采用旧技术制造的芯片仍然是关键的供应限制。他表示，苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难，”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，该公司的配件部门包括AirPods无线耳机等快速增长的类别，收入为88亿美元，比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据，iPad和Mac的销售额分别为83亿美元和92亿美元，而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门（包括App Store业务）销售额为183亿美元，增长26%，而分析师预期为176亿美元。Cook表示，苹果目前在其平台上拥有7.45亿付费用户，高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示：“服务表现强劲，这显示了软件和服务的美观和耐用性，因为利润率更高，而且不存在供应问题，因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额，增长了83%，达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示，本季度向股东返还了240亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失60亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失60亿美元</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\">2021-10-29 06:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday,&nbsp;which Apple CEO Tim Cook attributed to larger-than-expected supply constraints&nbsp;on iPhones, iPads, and Macs.</p><p><blockquote>周四，苹果第四财季营收不及华尔街预期，苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示：“尽管供应限制超出预期，我们估计供应限制约为60亿美元，但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示，在当前的假日销售季度，影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29%&nbsp;and each of its product categories grew on an annual basis.</p><p><blockquote>然而，苹果的整体收入仍增长了29%，其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现：</blockquote></p><p> <ul>  <li><b>EPS:</b>&nbsp;$1.24 vs. $1.24&nbsp;estimated</li>  <li><b>Revenue:</b>&nbsp;$83.36&nbsp;billion&nbsp;&nbsp;vs.&nbsp;$84.85&nbsp;billion&nbsp;estimated, up 29% year-over-year</li>  <li><b>iPhone revenue:</b>&nbsp;$38.87&nbsp;billion&nbsp;vs. $41.51&nbsp;billion&nbsp;estimated, up 47% year-over-year</li>  <li><b>Services revenue:</b>&nbsp;$18.28&nbsp;billion&nbsp;vs. $17.64&nbsp;billion&nbsp;estimated,&nbsp;up 25.6% year-over-year</li>  <li><b>Other Products revenue:</b>&nbsp;$8.79&nbsp;billion&nbsp;vs. $9.33&nbsp;billion&nbsp;estimated, up 11.5% year-over-year</li>  <li><b>Mac revenue:</b>&nbsp;$9.18&nbsp;billion&nbsp;vs. $9.23&nbsp;billion&nbsp;estimated, up 1.6% year-over-year</li>  <li><b>iPad revenue:</b>&nbsp;$8.25&nbsp;billion&nbsp;vs. $7.23&nbsp;billion&nbsp;estimated, up 21.4% year-over-year</li>  <li><b>Gross margin:</b>&nbsp;42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS：</b>1.24美元与预估1.24美元</li><li><b>收入：</b>833.6亿美元，预期848.5亿美元，同比增长29%</li><li><b>iPhone收入：</b>388.7亿美元对比。预计415.1亿美元，同比增长47%</li><li><b>服务收入：</b>182.8亿美元对比。预计176.4亿美元，同比增长25.6%</li><li><b>其他产品收入：</b>87.9亿美元对比。预计93.3亿美元，同比增长11.5%</li><li><b>Mac收入：</b>91.8亿美元对比。预计92.3亿美元，同比增长1.6%</li><li><b>iPad收入：</b>82.5亿美元对比。预计72.3亿美元，同比增长21.4%</li><li><b>毛利率：</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%，但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半，被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，苹果表示，第四财季营收和利润分别为834亿美元和每股1.24美元，而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号，该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者，芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com&nbsp;forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久，苹果公布了业绩，部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示，苹果“相当好地解决了这些问题，但也未能毫发无损，这些问题持续时间的延长将带来麻烦，特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，苹果表示，第四季度iPhone销售额为389亿美元，低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示，采用旧技术制造的芯片仍然是关键的供应限制。他表示，苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难，”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，该公司的配件部门包括AirPods无线耳机等快速增长的类别，收入为88亿美元，比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据，iPad和Mac的销售额分别为83亿美元和92亿美元，而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门（包括App Store业务）销售额为183亿美元，增长26%，而分析师预期为176亿美元。Cook表示，苹果目前在其平台上拥有7.45亿付费用户，高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示：“服务表现强劲，这显示了软件和服务的美观和耐用性，因为利润率更高，而且不存在供应问题，因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额，增长了83%，达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示，本季度向股东返还了240亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178207364","content_text":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\nApple fell 3.7% in extended trading.\n\n\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.\nHowever, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.\nHere's how Apple did versus Refinitiv consensus estimates:\n\nEPS: $1.24 vs. $1.24 estimated\nRevenue: $83.36 billion  vs. $84.85 billion estimated, up 29% year-over-year\niPhone revenue: $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year\nServices revenue: $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year\nOther Products revenue: $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year\nMac revenue: $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year\niPad revenue: $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year\nGross margin: 42.2% vs. 42.0% estimated\n\niPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.\nApple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.\nApple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.\nThe results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.\nApple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.\nApple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.\nApple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.\nMISSES\nApple missed expectations in two key categories.\nApple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.\nCook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.\n\"It's very difficult to call,\" Cook said.\nThe company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.\nOther segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.\nThe company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.\n\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.\nAnother bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.\nThe company said it returned $24 billion to shareholders during the quarter.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854380752,"gmtCreate":1635419640204,"gmtModify":1635419761515,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Tesla","listText":"Tesla","text":"Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854380752","repostId":"2178252242","repostType":4,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887844247,"gmtCreate":1632021354389,"gmtModify":1632803291013,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887844247","repostId":"2168246571","repostType":4,"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602206301,"gmtCreate":1639022368331,"gmtModify":1639022368407,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Coinbase!","listText":"Coinbase!","text":"Coinbase!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602206301","repostId":"1198246189","repostType":4,"repost":{"id":"1198246189","kind":"news","pubTimestamp":1639018551,"share":"https://www.laohu8.com/m/news/1198246189?lang=zh_CN&edition=full","pubTime":"2021-12-09 10:55","market":"us","language":"en","title":"Paxos, Coinbase, Circle Execs Testify During a Crypto Congress Hearing. What to Know.<blockquote>Paxos、Coinbase、Circle高管在加密货币国会听证会上作证。知道什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198246189","media":"InvestorPlace","summary":"Today, fans of crypto have an action-packed hearing to digest, as major executives from companies li","content":"<p><div> Today, fans of crypto have an action-packed hearing to digest, as major executives from companies like Coinbase(NASDAQ:COIN),Paxos,Circle and FTX testify in front of lawmakers to advocate for more ...</p><p><blockquote><div>如今，加密货币的粉丝们有一场激动人心的听证会需要消化，比特币基地（纳斯达克：COIN）、Paxos、Circle和FTX等公司的主要高管在立法者面前作证，倡导更多……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/paxos-coinbase-circle-execs-testify-during-a-crypto-congress-hearing-what-to-know/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/paxos-coinbase-circle-execs-testify-during-a-crypto-congress-hearing-what-to-know/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Paxos, Coinbase, Circle Execs Testify During a Crypto Congress Hearing. What to Know.<blockquote>Paxos、Coinbase、Circle高管在加密货币国会听证会上作证。知道什么。</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\">\nPaxos, Coinbase, Circle Execs Testify During a Crypto Congress Hearing. What to Know.<blockquote>Paxos、Coinbase、Circle高管在加密货币国会听证会上作证。知道什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-09 10:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Today, fans of crypto have an action-packed hearing to digest, as major executives from companies like Coinbase(NASDAQ:COIN),Paxos,Circle and FTX testify in front of lawmakers to advocate for more ...</p><p><blockquote><div>如今，加密货币的粉丝们有一场激动人心的听证会需要消化，比特币基地（纳斯达克：COIN）、Paxos、Circle和FTX等公司的主要高管在立法者面前作证，倡导更多……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/paxos-coinbase-circle-execs-testify-during-a-crypto-congress-hearing-what-to-know/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/paxos-coinbase-circle-execs-testify-during-a-crypto-congress-hearing-what-to-know/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/paxos-coinbase-circle-execs-testify-during-a-crypto-congress-hearing-what-to-know/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://investorplace.com/2021/12/paxos-coinbase-circle-execs-testify-during-a-crypto-congress-hearing-what-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198246189","content_text":"Today, fans of crypto have an action-packed hearing to digest, as major executives from companies like Coinbase(NASDAQ:COIN),Paxos,Circle and FTX testify in front of lawmakers to advocate for more clarity in crypto regulations. The hearing, which started at 10 a.m. Eastern, marks the first time in history that a group of crypto chief executives testifies in front of Congress.\nDemocratic Rep. Maxine Walters, an advocate for cryptocurrency regulations, is leading the hearing. Unsurprisingly, she raised concerns about the lack of regulations during the hearing:\n\n “Currently, cryptocurrency markets have no overarching or centralized regulatory framework, leaving investments in the digital-asset space vulnerable to fraud, manipulation and abuse.”\n\nCrypto execs are obviously in favor of looser regulations, and they are finding more allies among Republicans than Democrats. Republican Rep. Patrick McHenry warned that excessive regulation of crypto could result in brain drain, pushing technological innovations — and innovators — to other countries. He also warned lawmakers of “knee-jerk reactions” to new innovations that could “stifle American ingenuity and put us at a competitive disadvantage.”\nWith that said, let’s jump into the details of the historic hearing.\nCrypto Congress Hearing: What to Know\n\nThe official title for the hearing is “Digital Assets and the Future of Finance: Understanding the Challenges and Benefits of Financial Innovation in the United States.”\nThe House Committee on Financial Services is using the hearing to discuss four topics related to crypto: exchanges, stablecoin offerings, regulatory concerns and federal regulatory responses.\nPaxos CEO Chad Cascarilla mentioned several benefits that crypto provides in a written statement before the hearing. He wrote “A blockchain-based financial architecture could settle trades on the same day, mitigate counter-party risk and eliminate the costly central clearinghouse. This would enable market participants and regulators to monitor and correct settlement and margin shortfalls in real time. We agree that shortening the trade settlement cycle should be a high priority for the SEC, and we are working aggressively to make that possible.”\nAdditionally, Coinbase CFO Alisia Haas argued that cryptocurrencies don’t fit within the existing structure of U.S. financial policies and that new laws should be made that are tailored to cryptocurrency.\nCircle CEO Jeremy Allaire analogized that the U.S. dollar is to postal mail what crypto is to emails. This analogy implies that the speed and settlement time of cryptocurrency is much greater than if a transaction was made with dollars.\nOn the other hand, U.S. lawmakers are most worried about the threats that cryptos pose, such as fraudulent transactions and scams, excessive energy consumption from mining, tax evasion, and money laundering.\nThe court hearing is still ongoing at the time of writing.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":2876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879105513,"gmtCreate":1636686690180,"gmtModify":1636690227232,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Disney gogo","listText":"Disney gogo","text":"Disney gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879105513","repostId":"1191024703","repostType":4,"repost":{"id":"1191024703","kind":"news","pubTimestamp":1636684173,"share":"https://www.laohu8.com/m/news/1191024703?lang=zh_CN&edition=full","pubTime":"2021-11-12 10:29","market":"us","language":"en","title":"Disney Stock: After The All-Around Miss, What’s Next?<blockquote>迪士尼股票：全面失误之后，下一步是什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191024703","media":"The Street","summary":"On November 10, Disneypublishedits fiscal Q4 results. The company disappointed investors across the ","content":"<p>On November 10, Disneypublishedits fiscal Q4 results. The company disappointed investors across the board. Disney stock&nbsp;(<b>DIS</b>) -Get Walt Disney Company Report&nbsp;sank below $160 per share in the morning, before recovering a bit. Below, we review the key performance metrics, and discuss the path forward for Disney and its stock.</p><p><blockquote>11月10日，迪士尼公布了第四季度财报。该公司全面令投资者失望。迪士尼股票(<b>说</b>)-华特迪士尼公司报告上午跌破每股160美元，随后略有回升。下面，我们回顾关键业绩指标，并讨论迪士尼及其股票的前进道路。</blockquote></p><p> An uncomfortable all-round miss</p><p><blockquote>令人不舒服的全面失误</blockquote></p><p> Disney reported revenue of $18.5 billion, an increase of 26% over the same period last year. EPS also improved significantly, climbing from a per-share loss of $0.39 in the comparable 2020 quarter to positive earnings of $0.09 this time.</p><p><blockquote>迪士尼公布营收185亿美元，较去年同期增长26%。每股收益也显着改善，从2020年同期的每股亏损0.39美元攀升至本次的正收益0.09美元。</blockquote></p><p> Analysts were certainly hoping for more, as both top- and bottom-line results missed consensus estimates. But Disney CEO Bob Chapek seemed satisfied:</p><p><blockquote>分析师当然希望看到更多，因为营收和净利润均未达到普遍预期。但迪士尼首席执行官鲍勃·查佩克似乎很满意：</blockquote></p><p>   “This has been a very productive year for The Walt Disney Company, as we've made great strides in reopening our businesses while taking meaningful and innovative steps in Direct-to-Consumer and at our Parks, particularly with our popular new Disney Genie and Magic Key offerings.”  Streaming lagged expectations</p><p><blockquote>“对于华特迪士尼公司来说，今年是非常富有成效的一年，我们在重新开放业务方面取得了长足进步，同时在直接面向消费者和公园方面采取了有意义和创新的步骤，特别是我们广受欢迎的新迪士尼精灵和魔法钥匙产品。”流媒体落后于预期</blockquote></p><p> In media and entertainment distribution, linear networks did worst, with revenues of $6.7 billion dipping 4% over 2020 levels. Cord-cutting continues to be a secular negative for Disney, which still relies on linear TV for over one-third of its total revenues – and even more of its operating profits.</p><p><blockquote>在媒体和娱乐发行领域，linear networks表现最差，收入为67亿美元，比2020年下降4%。对于迪士尼来说，剪线仍然是一个长期的负面影响，该公司总收入的三分之一以上仍然依赖线性电视，甚至更多的营业利润。</blockquote></p><p> In DTC (direct-to-consumer), which encompasses all of Disney's streaming products, the company delivered solid growth. Disney+ and ESPN+ saw subscribers rise by more than 60% each, while Hulu experienced an increase of 20% – worse than its peers, but still not too bad.</p><p><blockquote>在涵盖迪士尼所有流媒体产品的DTC（直接面向消费者）领域，该公司实现了稳健增长。Disney+和ESPN+的订户分别增长了60%以上，而Hulu增长了20%——比同行差，但仍然不算太差。</blockquote></p><p> The problem is that Wall Street seems to have set the bar too high ahead of earnings. Disney failed to meet expectations on Disney+ user adds by a good 7 million, and it did not help that average monthly revenue per user dropped nearly 10%. These numbers bode ill for the growth thesis in streaming.</p><p><blockquote>问题是，华尔街似乎在盈利之前设定了太高的标准。迪士尼未能达到Disney+用户增加700万的预期，每个用户的平均月收入下降了近10%也于事无补。这些数字对于流媒体的增长论点来说是个坏兆头。</blockquote></p><p> The reopening upside</p><p><blockquote>重新开放的上行空间</blockquote></p><p> Disney parks and experiences segment saw revenues double to $5.5 billion vs. $2.7 billion in the comparable 2020 quarter. The sharp increase was not a surprise and is largely related to the reopening of the company's parks and resorts.</p><p><blockquote>迪士尼乐园和体验部门的收入翻了一番，达到55亿美元，而2020年同期为27亿美元。大幅增长并不令人意外，很大程度上与该公司公园和度假村的重新开放有关。</blockquote></p><p> However, consumer product revenues, representing less than 10% of total company sales, declined by 3%. According to Disney, these results were driven by lower royalties from licensing of Marvel's Avengers and Twisted Wonderland games.</p><p><blockquote>然而，占公司总销售额不到10%的消费品收入下降了3%。迪士尼表示，这些业绩是由漫威《复仇者联盟》和《扭曲仙境》游戏许可版税较低推动的。</blockquote></p><p> Our take</p><p><blockquote>我们的看法</blockquote></p><p> In isolation, Disney’s results were far from disastrous. The reopening of the economy has been helping to push revenues and earnings higher each quarter, mostly driven by the rebirth of parks and entertainment services. Growth in streaming usage remains solid, especially in Disney+ and ESPN+.</p><p><blockquote>单独来看，迪士尼的业绩远非灾难性的。经济的重新开放有助于推高每个季度的收入和收益，这主要是由公园和娱乐服务的重生推动的。流媒体使用的增长仍然强劲，尤其是在Disney+和ESPN+。</blockquote></p><p> The problem is that Disney does not seem to be moving quickly enough relative to expectations. On a 2022 basis, DIS is valued at a P/E of 36 times that is better suited for a growth stock. When the bar is set at this level, analysts and investors will naturally expect more of the media company.</p><p><blockquote>问题是，相对于预期，迪士尼的行动似乎不够快。以2022年为基础，DIS的市盈率为36倍，更适合成长型股票。当门槛设定在这个水平时，分析师和投资者自然会对这家媒体公司抱有更多期望。</blockquote></p><p> The better news is that business fundamentals do not seem to be deteriorating, only improving at a slower pace. That said, we believe that DIS will find support once valuation better aligns with Disney’s growth prospects. With the stock down nearly 20% from the March peak, this could happen soon.</p><p><blockquote>更好的消息是，商业基本面似乎没有恶化，只是改善速度较慢。也就是说，我们相信，一旦估值更好地与迪士尼的增长前景保持一致，DIS将获得支撑。随着该股较3月份峰值下跌近20%，这种情况可能很快就会发生。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney Stock: After The All-Around Miss, What’s Next?<blockquote>迪士尼股票：全面失误之后，下一步是什么？</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\">\nDisney Stock: After The All-Around Miss, What’s Next?<blockquote>迪士尼股票：全面失误之后，下一步是什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-11-12 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On November 10, Disneypublishedits fiscal Q4 results. The company disappointed investors across the board. Disney stock&nbsp;(<b>DIS</b>) -Get Walt Disney Company Report&nbsp;sank below $160 per share in the morning, before recovering a bit. Below, we review the key performance metrics, and discuss the path forward for Disney and its stock.</p><p><blockquote>11月10日，迪士尼公布了第四季度财报。该公司全面令投资者失望。迪士尼股票(<b>说</b>)-华特迪士尼公司报告上午跌破每股160美元，随后略有回升。下面，我们回顾关键业绩指标，并讨论迪士尼及其股票的前进道路。</blockquote></p><p> An uncomfortable all-round miss</p><p><blockquote>令人不舒服的全面失误</blockquote></p><p> Disney reported revenue of $18.5 billion, an increase of 26% over the same period last year. EPS also improved significantly, climbing from a per-share loss of $0.39 in the comparable 2020 quarter to positive earnings of $0.09 this time.</p><p><blockquote>迪士尼公布营收185亿美元，较去年同期增长26%。每股收益也显着改善，从2020年同期的每股亏损0.39美元攀升至本次的正收益0.09美元。</blockquote></p><p> Analysts were certainly hoping for more, as both top- and bottom-line results missed consensus estimates. But Disney CEO Bob Chapek seemed satisfied:</p><p><blockquote>分析师当然希望看到更多，因为营收和净利润均未达到普遍预期。但迪士尼首席执行官鲍勃·查佩克似乎很满意：</blockquote></p><p>   “This has been a very productive year for The Walt Disney Company, as we've made great strides in reopening our businesses while taking meaningful and innovative steps in Direct-to-Consumer and at our Parks, particularly with our popular new Disney Genie and Magic Key offerings.”  Streaming lagged expectations</p><p><blockquote>“对于华特迪士尼公司来说，今年是非常富有成效的一年，我们在重新开放业务方面取得了长足进步，同时在直接面向消费者和公园方面采取了有意义和创新的步骤，特别是我们广受欢迎的新迪士尼精灵和魔法钥匙产品。”流媒体落后于预期</blockquote></p><p> In media and entertainment distribution, linear networks did worst, with revenues of $6.7 billion dipping 4% over 2020 levels. Cord-cutting continues to be a secular negative for Disney, which still relies on linear TV for over one-third of its total revenues – and even more of its operating profits.</p><p><blockquote>在媒体和娱乐发行领域，linear networks表现最差，收入为67亿美元，比2020年下降4%。对于迪士尼来说，剪线仍然是一个长期的负面影响，该公司总收入的三分之一以上仍然依赖线性电视，甚至更多的营业利润。</blockquote></p><p> In DTC (direct-to-consumer), which encompasses all of Disney's streaming products, the company delivered solid growth. Disney+ and ESPN+ saw subscribers rise by more than 60% each, while Hulu experienced an increase of 20% – worse than its peers, but still not too bad.</p><p><blockquote>在涵盖迪士尼所有流媒体产品的DTC（直接面向消费者）领域，该公司实现了稳健增长。Disney+和ESPN+的订户分别增长了60%以上，而Hulu增长了20%——比同行差，但仍然不算太差。</blockquote></p><p> The problem is that Wall Street seems to have set the bar too high ahead of earnings. Disney failed to meet expectations on Disney+ user adds by a good 7 million, and it did not help that average monthly revenue per user dropped nearly 10%. These numbers bode ill for the growth thesis in streaming.</p><p><blockquote>问题是，华尔街似乎在盈利之前设定了太高的标准。迪士尼未能达到Disney+用户增加700万的预期，每个用户的平均月收入下降了近10%也于事无补。这些数字对于流媒体的增长论点来说是个坏兆头。</blockquote></p><p> The reopening upside</p><p><blockquote>重新开放的上行空间</blockquote></p><p> Disney parks and experiences segment saw revenues double to $5.5 billion vs. $2.7 billion in the comparable 2020 quarter. The sharp increase was not a surprise and is largely related to the reopening of the company's parks and resorts.</p><p><blockquote>迪士尼乐园和体验部门的收入翻了一番，达到55亿美元，而2020年同期为27亿美元。大幅增长并不令人意外，很大程度上与该公司公园和度假村的重新开放有关。</blockquote></p><p> However, consumer product revenues, representing less than 10% of total company sales, declined by 3%. According to Disney, these results were driven by lower royalties from licensing of Marvel's Avengers and Twisted Wonderland games.</p><p><blockquote>然而，占公司总销售额不到10%的消费品收入下降了3%。迪士尼表示，这些业绩是由漫威《复仇者联盟》和《扭曲仙境》游戏许可版税较低推动的。</blockquote></p><p> Our take</p><p><blockquote>我们的看法</blockquote></p><p> In isolation, Disney’s results were far from disastrous. The reopening of the economy has been helping to push revenues and earnings higher each quarter, mostly driven by the rebirth of parks and entertainment services. Growth in streaming usage remains solid, especially in Disney+ and ESPN+.</p><p><blockquote>单独来看，迪士尼的业绩远非灾难性的。经济的重新开放有助于推高每个季度的收入和收益，这主要是由公园和娱乐服务的重生推动的。流媒体使用的增长仍然强劲，尤其是在Disney+和ESPN+。</blockquote></p><p> The problem is that Disney does not seem to be moving quickly enough relative to expectations. On a 2022 basis, DIS is valued at a P/E of 36 times that is better suited for a growth stock. When the bar is set at this level, analysts and investors will naturally expect more of the media company.</p><p><blockquote>问题是，相对于预期，迪士尼的行动似乎不够快。以2022年为基础，DIS的市盈率为36倍，更适合成长型股票。当门槛设定在这个水平时，分析师和投资者自然会对这家媒体公司抱有更多期望。</blockquote></p><p> The better news is that business fundamentals do not seem to be deteriorating, only improving at a slower pace. That said, we believe that DIS will find support once valuation better aligns with Disney’s growth prospects. With the stock down nearly 20% from the March peak, this could happen soon.</p><p><blockquote>更好的消息是，商业基本面似乎没有恶化，只是改善速度较慢。也就是说，我们相信，一旦估值更好地与迪士尼的增长前景保持一致，DIS将获得支撑。随着该股较3月份峰值下跌近20%，这种情况可能很快就会发生。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/dis/disney-stock-after-the-all-around-miss-whats-next\">The Street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6293418aaa188f49eeedbed2477b7c32","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.thestreet.com/streaming/dis/disney-stock-after-the-all-around-miss-whats-next","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191024703","content_text":"On November 10, Disneypublishedits fiscal Q4 results. The company disappointed investors across the board. Disney stock (DIS) -Get Walt Disney Company Report sank below $160 per share in the morning, before recovering a bit. Below, we review the key performance metrics, and discuss the path forward for Disney and its stock.\nAn uncomfortable all-round miss\nDisney reported revenue of $18.5 billion, an increase of 26% over the same period last year. EPS also improved significantly, climbing from a per-share loss of $0.39 in the comparable 2020 quarter to positive earnings of $0.09 this time.\nAnalysts were certainly hoping for more, as both top- and bottom-line results missed consensus estimates. But Disney CEO Bob Chapek seemed satisfied:\n\n “This has been a very productive year for The Walt Disney Company, as we've made great strides in reopening our businesses while taking meaningful and innovative steps in Direct-to-Consumer and at our Parks, particularly with our popular new Disney Genie and Magic Key offerings.”\n\nStreaming lagged expectations\nIn media and entertainment distribution, linear networks did worst, with revenues of $6.7 billion dipping 4% over 2020 levels. Cord-cutting continues to be a secular negative for Disney, which still relies on linear TV for over one-third of its total revenues – and even more of its operating profits.\nIn DTC (direct-to-consumer), which encompasses all of Disney's streaming products, the company delivered solid growth. Disney+ and ESPN+ saw subscribers rise by more than 60% each, while Hulu experienced an increase of 20% – worse than its peers, but still not too bad.\nThe problem is that Wall Street seems to have set the bar too high ahead of earnings. Disney failed to meet expectations on Disney+ user adds by a good 7 million, and it did not help that average monthly revenue per user dropped nearly 10%. These numbers bode ill for the growth thesis in streaming.\nThe reopening upside\nDisney parks and experiences segment saw revenues double to $5.5 billion vs. $2.7 billion in the comparable 2020 quarter. The sharp increase was not a surprise and is largely related to the reopening of the company's parks and resorts.\nHowever, consumer product revenues, representing less than 10% of total company sales, declined by 3%. According to Disney, these results were driven by lower royalties from licensing of Marvel's Avengers and Twisted Wonderland games.\nOur take\nIn isolation, Disney’s results were far from disastrous. The reopening of the economy has been helping to push revenues and earnings higher each quarter, mostly driven by the rebirth of parks and entertainment services. Growth in streaming usage remains solid, especially in Disney+ and ESPN+.\nThe problem is that Disney does not seem to be moving quickly enough relative to expectations. On a 2022 basis, DIS is valued at a P/E of 36 times that is better suited for a growth stock. When the bar is set at this level, analysts and investors will naturally expect more of the media company.\nThe better news is that business fundamentals do not seem to be deteriorating, only improving at a slower pace. That said, we believe that DIS will find support once valuation better aligns with Disney’s growth prospects. With the stock down nearly 20% from the March peak, this could happen soon.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":2251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847833335,"gmtCreate":1636505101778,"gmtModify":1636505101778,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Nio!","listText":"Nio!","text":"Nio!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847833335","repostId":"2182089540","repostType":4,"isVote":1,"tweetType":1,"viewCount":2642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874448563,"gmtCreate":1637816031676,"gmtModify":1637816031676,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Disney!!","listText":"Disney!!","text":"Disney!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874448563","repostId":"1137701323","repostType":4,"repost":{"id":"1137701323","kind":"news","pubTimestamp":1637806144,"share":"https://www.laohu8.com/m/news/1137701323?lang=zh_CN&edition=full","pubTime":"2021-11-25 10:09","market":"us","language":"en","title":"3 Dirt Cheap Stocks That Could Skyrocket<blockquote>3只可能飙升的极其便宜的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137701323","media":"Motley Fool","summary":"Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be ","content":"<p>Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be had.<b>Walmart</b>(NYSE:WMT),<b>Walt Disney</b>(NYSE:DIS), and&nbsp;<b>Sirius XM Holdings</b>(NASDAQ:SIRI)are some of the stocks trading at depressed levels right now.</p><p><blockquote>从大多数标准来看，如今的股票并不便宜，但这并不意味着没有便宜货。<b>沃尔玛</b>（纽约证券交易所代码：WMT），<b>迪斯尼</b>（纽约证券交易所代码：DIS），以及<b>天狼星XM控股公司</b>（纳斯达克：SIRI）是目前交易处于低迷水平的一些股票。</blockquote></p><p> They are blue chip bargains, something that we're not seeing a lot of with the market soaring this year. Let's take a closer look at what makes these dirt cheap stocks that could skyrocket.</p><p><blockquote>它们是蓝筹股便宜货，随着今年市场飙升，我们并没有看到很多这样的东西。让我们仔细看看是什么让这些非常便宜的股票可能会飙升。</blockquote></p><p> 1. Walmart</p><p><blockquote>1.沃尔玛</blockquote></p><p> The country's largest retailer is a surprising laggard this year. Walmart shares are up a mere 2% in 2021 despite strong sales that jibe with the overall buoyant economy. The chain has prospered through the pandemic, and its Sam's Club warehouse club concept is faring even better.</p><p><blockquote>该国最大的零售商今年出人意料地落后。尽管销售强劲，与整体经济蓬勃发展相一致，但沃尔玛股价在2021年仅上涨了2%。该连锁店在疫情蓬勃发展，其山姆会员店仓库俱乐部概念表现更好。</blockquote></p><p> It's hard to find the flaws in the mass market discounter that Sam Walton built. It has easily exceeded Wall Street profit targets through its first three quarters of fiscal 2022. Comps rose 9.2% in its latest quarter. We're seeing strong year-over-year store-level comparisons from chains that were depressed last year, but that's not Walmart. It was growing nicely last year, too, and its two-year comps stack is up a hearty 15.6%.</p><p><blockquote>很难在萨姆·沃尔顿建造的大众市场折扣店中找到缺陷。2022财年前三个季度，该公司轻松超过了华尔街的利润目标。最近一个季度的股价上涨了9.2%。我们看到去年表现低迷的连锁店的同比商店水平比较强劲，但这不是沃尔玛。它去年也增长良好，两年期业绩增长了15.6%。</blockquote></p><p> Walmart raised its guidance when it reported fresh financials last week. It now expects to post an adjusted profit of $6.40 a share for the fiscal year it will wrap up at the end of January. Walmart at 23 times this year's projected earnings may not seem cheap, but with fast-growing e-commerce, grocery delivery, and curbside pick-up businesses thriving Walmart deserves a market premium. The 1.5% dividend yield -- coming from aDividend Aristocratwith 48 years of payout hikes -- is the cherry on top in this climate of low interest rates.</p><p><blockquote>沃尔玛上周公布最新财务数据时上调了指引。该公司目前预计将于1月底结束的财年调整后每股利润为6.40美元。沃尔玛今年预计市盈率为23倍，这似乎并不便宜，但随着电子商务、杂货配送和路边取货业务的快速增长，沃尔玛理应获得市场溢价。1.5%的股息收益率来自拥有48年派息增长经验的股息贵族，是低利率环境下的亮点。</blockquote></p><p> 2. Walt Disney</p><p><blockquote>2.华特迪士尼</blockquote></p><p> The House of Mouse is another name that may not seem cheap going by historical profit multiples. Even if we go out to the next fiscal year to see Disney deeper into its turnaround, the stock is trading at 30 times that year's profit target.</p><p><blockquote>从历史利润倍数来看，老鼠之家是另一个看起来并不便宜的名字。即使我们进入下一财年看到迪士尼更深入地扭亏为盈，该股的交易价格也是当年利润目标的30倍。</blockquote></p><p> Disney is another surprising slowpoke in 2021. It's the largest U.S. company to be trading more than 10% lower this year. A lot has gone right for Disney this year as the economy starts to reopen. Its theme parks are profitable again. Its cruise ships are sailing again. It's putting out the biggest movies of the year now that multiplexes are starting to get busy again.</p><p><blockquote>迪士尼是2021年另一个令人惊讶的慢动作。它是今年股价下跌超过10%的最大美国公司。随着经济开始重新开放，迪士尼今年做了很多事情。其主题公园再次盈利。它的游轮又开始航行了。现在多厅影院又开始忙碌了，它正在推出今年最大的电影。</blockquote></p><p> What is holding the stock back? Well, Disney+ is keeping the media giant from risingin more ways than one. The stock has been weak as Disney+ subscriber counts areslowing, and since the business isn't expected to be profitable until 2024 it's a drag on the family entertainment behemoth's bottom line. It's not fair to penalize Disney for the upstart costs of a bar-raising platform that has made it a major player in the booming streaming space. Disney is cheaper than the headline valuation metrics seem to suggest.</p><p><blockquote>是什么阻碍了股票的发展？嗯，Disney+正在以多种方式阻止这家媒体巨头崛起。随着Disney+订户数量放缓，该股一直疲软，而且由于该业务预计要到2024年才能盈利，这拖累了这家家庭娱乐巨头的利润。因为迪士尼这个提高标准的平台的暴发户成本而惩罚迪士尼是不公平的，该平台使其成为蓬勃发展的流媒体领域的主要参与者。迪士尼的价格比总体估值指标似乎显示的要便宜。</blockquote></p><p> 3. Sirius XM Holdings</p><p><blockquote>3.天狼星XM控股公司</blockquote></p><p> Let's pump up the volume on the last pick. Sirius XM Holdings -- like Disney -- is another surprising stock that is trading lower this year. The country's only provider of satellite radio services is benefiting from folks driving again.</p><p><blockquote>让我们把最后一个拨片的音量调大。与迪士尼一样，Sirius XM Holdings是另一只今年交易走低的令人惊讶的股票。该国唯一的卫星广播服务提供商正受益于人们再次开车。</blockquote></p><p> A dozen years ago Sirius XM was on the brink of bankruptcy, but now it's a thriving platform generating gobs of free cash flow that it uses to buy back stock and reward investors with a growing quarterly dividend. The stock is now fetching less than 20 times this year's projected earnings, and between its namesake satellite radio monopoly and its Pandora streaming service it has a firm grasp on audiophiles no matter where they roam.</p><p><blockquote>十几年前，Sirius XM濒临破产，但现在它是一个蓬勃发展的平台，产生大量自由现金流，用于回购股票并以不断增长的季度股息奖励投资者。该股目前的股价不到今年预计市盈率的20倍，而且在其同名卫星广播垄断和潘多拉流媒体服务之间，无论发烧友在哪里，它都牢牢地控制着他们。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Dirt Cheap Stocks That Could Skyrocket<blockquote>3只可能飙升的极其便宜的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Dirt Cheap Stocks That Could Skyrocket<blockquote>3只可能飙升的极其便宜的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-25 10:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be had.<b>Walmart</b>(NYSE:WMT),<b>Walt Disney</b>(NYSE:DIS), and&nbsp;<b>Sirius XM Holdings</b>(NASDAQ:SIRI)are some of the stocks trading at depressed levels right now.</p><p><blockquote>从大多数标准来看，如今的股票并不便宜，但这并不意味着没有便宜货。<b>沃尔玛</b>（纽约证券交易所代码：WMT），<b>迪斯尼</b>（纽约证券交易所代码：DIS），以及<b>天狼星XM控股公司</b>（纳斯达克：SIRI）是目前交易处于低迷水平的一些股票。</blockquote></p><p> They are blue chip bargains, something that we're not seeing a lot of with the market soaring this year. Let's take a closer look at what makes these dirt cheap stocks that could skyrocket.</p><p><blockquote>它们是蓝筹股便宜货，随着今年市场飙升，我们并没有看到很多这样的东西。让我们仔细看看是什么让这些非常便宜的股票可能会飙升。</blockquote></p><p> 1. Walmart</p><p><blockquote>1.沃尔玛</blockquote></p><p> The country's largest retailer is a surprising laggard this year. Walmart shares are up a mere 2% in 2021 despite strong sales that jibe with the overall buoyant economy. The chain has prospered through the pandemic, and its Sam's Club warehouse club concept is faring even better.</p><p><blockquote>该国最大的零售商今年出人意料地落后。尽管销售强劲，与整体经济蓬勃发展相一致，但沃尔玛股价在2021年仅上涨了2%。该连锁店在疫情蓬勃发展，其山姆会员店仓库俱乐部概念表现更好。</blockquote></p><p> It's hard to find the flaws in the mass market discounter that Sam Walton built. It has easily exceeded Wall Street profit targets through its first three quarters of fiscal 2022. Comps rose 9.2% in its latest quarter. We're seeing strong year-over-year store-level comparisons from chains that were depressed last year, but that's not Walmart. It was growing nicely last year, too, and its two-year comps stack is up a hearty 15.6%.</p><p><blockquote>很难在萨姆·沃尔顿建造的大众市场折扣店中找到缺陷。2022财年前三个季度，该公司轻松超过了华尔街的利润目标。最近一个季度的股价上涨了9.2%。我们看到去年表现低迷的连锁店的同比商店水平比较强劲，但这不是沃尔玛。它去年也增长良好，两年期业绩增长了15.6%。</blockquote></p><p> Walmart raised its guidance when it reported fresh financials last week. It now expects to post an adjusted profit of $6.40 a share for the fiscal year it will wrap up at the end of January. Walmart at 23 times this year's projected earnings may not seem cheap, but with fast-growing e-commerce, grocery delivery, and curbside pick-up businesses thriving Walmart deserves a market premium. The 1.5% dividend yield -- coming from aDividend Aristocratwith 48 years of payout hikes -- is the cherry on top in this climate of low interest rates.</p><p><blockquote>沃尔玛上周公布最新财务数据时上调了指引。该公司目前预计将于1月底结束的财年调整后每股利润为6.40美元。沃尔玛今年预计市盈率为23倍，这似乎并不便宜，但随着电子商务、杂货配送和路边取货业务的快速增长，沃尔玛理应获得市场溢价。1.5%的股息收益率来自拥有48年派息增长经验的股息贵族，是低利率环境下的亮点。</blockquote></p><p> 2. Walt Disney</p><p><blockquote>2.华特迪士尼</blockquote></p><p> The House of Mouse is another name that may not seem cheap going by historical profit multiples. Even if we go out to the next fiscal year to see Disney deeper into its turnaround, the stock is trading at 30 times that year's profit target.</p><p><blockquote>从历史利润倍数来看，老鼠之家是另一个看起来并不便宜的名字。即使我们进入下一财年看到迪士尼更深入地扭亏为盈，该股的交易价格也是当年利润目标的30倍。</blockquote></p><p> Disney is another surprising slowpoke in 2021. It's the largest U.S. company to be trading more than 10% lower this year. A lot has gone right for Disney this year as the economy starts to reopen. Its theme parks are profitable again. Its cruise ships are sailing again. It's putting out the biggest movies of the year now that multiplexes are starting to get busy again.</p><p><blockquote>迪士尼是2021年另一个令人惊讶的慢动作。它是今年股价下跌超过10%的最大美国公司。随着经济开始重新开放，迪士尼今年做了很多事情。其主题公园再次盈利。它的游轮又开始航行了。现在多厅影院又开始忙碌了，它正在推出今年最大的电影。</blockquote></p><p> What is holding the stock back? Well, Disney+ is keeping the media giant from risingin more ways than one. The stock has been weak as Disney+ subscriber counts areslowing, and since the business isn't expected to be profitable until 2024 it's a drag on the family entertainment behemoth's bottom line. It's not fair to penalize Disney for the upstart costs of a bar-raising platform that has made it a major player in the booming streaming space. Disney is cheaper than the headline valuation metrics seem to suggest.</p><p><blockquote>是什么阻碍了股票的发展？嗯，Disney+正在以多种方式阻止这家媒体巨头崛起。随着Disney+订户数量放缓，该股一直疲软，而且由于该业务预计要到2024年才能盈利，这拖累了这家家庭娱乐巨头的利润。因为迪士尼这个提高标准的平台的暴发户成本而惩罚迪士尼是不公平的，该平台使其成为蓬勃发展的流媒体领域的主要参与者。迪士尼的价格比总体估值指标似乎显示的要便宜。</blockquote></p><p> 3. Sirius XM Holdings</p><p><blockquote>3.天狼星XM控股公司</blockquote></p><p> Let's pump up the volume on the last pick. Sirius XM Holdings -- like Disney -- is another surprising stock that is trading lower this year. The country's only provider of satellite radio services is benefiting from folks driving again.</p><p><blockquote>让我们把最后一个拨片的音量调大。与迪士尼一样，Sirius XM Holdings是另一只今年交易走低的令人惊讶的股票。该国唯一的卫星广播服务提供商正受益于人们再次开车。</blockquote></p><p> A dozen years ago Sirius XM was on the brink of bankruptcy, but now it's a thriving platform generating gobs of free cash flow that it uses to buy back stock and reward investors with a growing quarterly dividend. The stock is now fetching less than 20 times this year's projected earnings, and between its namesake satellite radio monopoly and its Pandora streaming service it has a firm grasp on audiophiles no matter where they roam.</p><p><blockquote>十几年前，Sirius XM濒临破产，但现在它是一个蓬勃发展的平台，产生大量自由现金流，用于回购股票并以不断增长的季度股息奖励投资者。该股目前的股价不到今年预计市盈率的20倍，而且在其同名卫星广播垄断和潘多拉流媒体服务之间，无论发烧友在哪里，它都牢牢地控制着他们。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/24/3-dirt-cheap-stocks-that-could-skyrocket/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","SIRI":"Sirius XM Holdings Inc.","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/11/24/3-dirt-cheap-stocks-that-could-skyrocket/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137701323","content_text":"Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be had.Walmart(NYSE:WMT),Walt Disney(NYSE:DIS), and Sirius XM Holdings(NASDAQ:SIRI)are some of the stocks trading at depressed levels right now.\nThey are blue chip bargains, something that we're not seeing a lot of with the market soaring this year. Let's take a closer look at what makes these dirt cheap stocks that could skyrocket.\n1. Walmart\nThe country's largest retailer is a surprising laggard this year. Walmart shares are up a mere 2% in 2021 despite strong sales that jibe with the overall buoyant economy. The chain has prospered through the pandemic, and its Sam's Club warehouse club concept is faring even better.\nIt's hard to find the flaws in the mass market discounter that Sam Walton built. It has easily exceeded Wall Street profit targets through its first three quarters of fiscal 2022. Comps rose 9.2% in its latest quarter. We're seeing strong year-over-year store-level comparisons from chains that were depressed last year, but that's not Walmart. It was growing nicely last year, too, and its two-year comps stack is up a hearty 15.6%.\nWalmart raised its guidance when it reported fresh financials last week. It now expects to post an adjusted profit of $6.40 a share for the fiscal year it will wrap up at the end of January. Walmart at 23 times this year's projected earnings may not seem cheap, but with fast-growing e-commerce, grocery delivery, and curbside pick-up businesses thriving Walmart deserves a market premium. The 1.5% dividend yield -- coming from aDividend Aristocratwith 48 years of payout hikes -- is the cherry on top in this climate of low interest rates.\n2. Walt Disney\nThe House of Mouse is another name that may not seem cheap going by historical profit multiples. Even if we go out to the next fiscal year to see Disney deeper into its turnaround, the stock is trading at 30 times that year's profit target.\nDisney is another surprising slowpoke in 2021. It's the largest U.S. company to be trading more than 10% lower this year. A lot has gone right for Disney this year as the economy starts to reopen. Its theme parks are profitable again. Its cruise ships are sailing again. It's putting out the biggest movies of the year now that multiplexes are starting to get busy again.\nWhat is holding the stock back? Well, Disney+ is keeping the media giant from risingin more ways than one. The stock has been weak as Disney+ subscriber counts areslowing, and since the business isn't expected to be profitable until 2024 it's a drag on the family entertainment behemoth's bottom line. It's not fair to penalize Disney for the upstart costs of a bar-raising platform that has made it a major player in the booming streaming space. Disney is cheaper than the headline valuation metrics seem to suggest.\n3. Sirius XM Holdings\nLet's pump up the volume on the last pick. Sirius XM Holdings -- like Disney -- is another surprising stock that is trading lower this year. The country's only provider of satellite radio services is benefiting from folks driving again.\nA dozen years ago Sirius XM was on the brink of bankruptcy, but now it's a thriving platform generating gobs of free cash flow that it uses to buy back stock and reward investors with a growing quarterly dividend. The stock is now fetching less than 20 times this year's projected earnings, and between its namesake satellite radio monopoly and its Pandora streaming service it has a firm grasp on audiophiles no matter where they roam.","news_type":1,"symbols_score_info":{"DIS":0.9,"SIRI":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":2069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845995216,"gmtCreate":1636260432033,"gmtModify":1636260433224,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Moderna!","listText":"Moderna!","text":"Moderna!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845995216","repostId":"2181742244","repostType":4,"isVote":1,"tweetType":1,"viewCount":2536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848672009,"gmtCreate":1635997872479,"gmtModify":1635997872567,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Allbird!","listText":"Allbird!","text":"Allbird!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848672009","repostId":"1193396656","repostType":4,"repost":{"id":"1193396656","kind":"news","pubTimestamp":1635994681,"share":"https://www.laohu8.com/m/news/1193396656?lang=zh_CN&edition=full","pubTime":"2021-11-04 10:58","market":"us","language":"en","title":"Allbirds surges 90% on IPO day<blockquote>Allbirds IPO日股价飙升90%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193396656","media":"finance.yahoo","summary":"Allbirds (BIRD), the sustainable footwear brand, surged 90% on its IPO day, closing at $28.64 per sh","content":"<p>Allbirds (BIRD), the sustainable footwear brand, surged 90% on its IPO day, closing at $28.64 per share on Wednesday. The stock had opened at $21.21 per share, well above its $15 initial public offering price.</p><p><blockquote>可持续鞋类品牌Allbirds(BIRD)在IPO当天飙升90%，周三收于每股28.64美元。该股开盘价为每股21.21美元，远高于15美元的首次公开募股价格。</blockquote></p><p> Allbirds calls itself a global lifestyle brand \"that innovates with naturally derived materials to make better footwear and apparel products in a better way.\" The San Francisco-based company says its footwear has a 30% lower carbon footprint than standard sneakers.</p><p><blockquote>Allbirds评级本身是一个全球生活方式品牌，“利用天然材料进行创新，以更好的方式制造更好的鞋类和服装产品。”这家总部位于旧金山的公司表示，其鞋类的碳足迹比标准运动鞋低30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/260d091bbb013ff9d8f28515a7f54a95\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>People shop at Allbirds store, a maker of sustainable shoes, in lower Manhattan on August 31, 2021 in New York City. (Photo by Spencer Platt/Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年8月31日，人们在纽约市曼哈顿下城的可持续鞋类制造商Allbirds商店购物。（斯宾塞·普拉特/盖蒂图片社摄）</span></p></blockquote></p><p> Since it was founded in 2015, the company has sold more than 8 million pairs of shoes to over 4 million customers globally, according to itsS-1 filing.</p><p><blockquote>根据itsS-1文件，自2015年成立以来，该公司已向全球400多万客户销售了800多万双鞋。</blockquote></p><p> Allbirds markets directly to consumers digitally and through the 27 physical stores it has as of June 30, 2021.</p><p><blockquote>截至2021年6月30日，Allbirds通过其拥有的27家实体店直接向消费者进行数字营销。</blockquote></p><p> Last year, 89% of sales came through the company's digital channels. Stores accounted for the other 11% of sales.</p><p><blockquote>去年，89%的销售额来自公司的数字渠道。商店占销售额的另外11%。</blockquote></p><p> The company's net revenue grew from $126 million in 2018 to $219.3 million in 2020. It generated an adjusted EBITDA loss of $15.4 million in 2020, up from a loss of $1.3 million in 2019.</p><p><blockquote>该公司的净收入从2018年的1.26亿美元增长到2020年的2.193亿美元。2020年调整后EBITDA亏损为1540万美元，高于2019年的亏损130万美元。</blockquote></p><p> Allbirds offered 20.2 million shares in its IPO, raising more than $300 million.</p><p><blockquote>Allbirds在IPO中发行了2020万股股票，筹集了超过3亿美元。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Allbirds surges 90% on IPO day<blockquote>Allbirds IPO日股价飙升90%</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\">\nAllbirds surges 90% on IPO day<blockquote>Allbirds IPO日股价飙升90%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-11-04 10:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Allbirds (BIRD), the sustainable footwear brand, surged 90% on its IPO day, closing at $28.64 per share on Wednesday. The stock had opened at $21.21 per share, well above its $15 initial public offering price.</p><p><blockquote>可持续鞋类品牌Allbirds(BIRD)在IPO当天飙升90%，周三收于每股28.64美元。该股开盘价为每股21.21美元，远高于15美元的首次公开募股价格。</blockquote></p><p> Allbirds calls itself a global lifestyle brand \"that innovates with naturally derived materials to make better footwear and apparel products in a better way.\" The San Francisco-based company says its footwear has a 30% lower carbon footprint than standard sneakers.</p><p><blockquote>Allbirds评级本身是一个全球生活方式品牌，“利用天然材料进行创新，以更好的方式制造更好的鞋类和服装产品。”这家总部位于旧金山的公司表示，其鞋类的碳足迹比标准运动鞋低30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/260d091bbb013ff9d8f28515a7f54a95\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>People shop at Allbirds store, a maker of sustainable shoes, in lower Manhattan on August 31, 2021 in New York City. (Photo by Spencer Platt/Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年8月31日，人们在纽约市曼哈顿下城的可持续鞋类制造商Allbirds商店购物。（斯宾塞·普拉特/盖蒂图片社摄）</span></p></blockquote></p><p> Since it was founded in 2015, the company has sold more than 8 million pairs of shoes to over 4 million customers globally, according to itsS-1 filing.</p><p><blockquote>根据itsS-1文件，自2015年成立以来，该公司已向全球400多万客户销售了800多万双鞋。</blockquote></p><p> Allbirds markets directly to consumers digitally and through the 27 physical stores it has as of June 30, 2021.</p><p><blockquote>截至2021年6月30日，Allbirds通过其拥有的27家实体店直接向消费者进行数字营销。</blockquote></p><p> Last year, 89% of sales came through the company's digital channels. Stores accounted for the other 11% of sales.</p><p><blockquote>去年，89%的销售额来自公司的数字渠道。商店占销售额的另外11%。</blockquote></p><p> The company's net revenue grew from $126 million in 2018 to $219.3 million in 2020. It generated an adjusted EBITDA loss of $15.4 million in 2020, up from a loss of $1.3 million in 2019.</p><p><blockquote>该公司的净收入从2018年的1.26亿美元增长到2020年的2.193亿美元。2020年调整后EBITDA亏损为1540万美元，高于2019年的亏损130万美元。</blockquote></p><p> Allbirds offered 20.2 million shares in its IPO, raising more than $300 million.</p><p><blockquote>Allbirds在IPO中发行了2020万股股票，筹集了超过3亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/allbirds-ipo-heres-how-shares-are-trading-152921103.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIRD":"Allbirds, Inc."},"source_url":"https://finance.yahoo.com/news/allbirds-ipo-heres-how-shares-are-trading-152921103.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193396656","content_text":"Allbirds (BIRD), the sustainable footwear brand, surged 90% on its IPO day, closing at $28.64 per share on Wednesday. The stock had opened at $21.21 per share, well above its $15 initial public offering price.\nAllbirds calls itself a global lifestyle brand \"that innovates with naturally derived materials to make better footwear and apparel products in a better way.\" The San Francisco-based company says its footwear has a 30% lower carbon footprint than standard sneakers.\nPeople shop at Allbirds store, a maker of sustainable shoes, in lower Manhattan on August 31, 2021 in New York City. (Photo by Spencer Platt/Getty Images)\nSince it was founded in 2015, the company has sold more than 8 million pairs of shoes to over 4 million customers globally, according to itsS-1 filing.\nAllbirds markets directly to consumers digitally and through the 27 physical stores it has as of June 30, 2021.\nLast year, 89% of sales came through the company's digital channels. Stores accounted for the other 11% of sales.\nThe company's net revenue grew from $126 million in 2018 to $219.3 million in 2020. It generated an adjusted EBITDA loss of $15.4 million in 2020, up from a loss of $1.3 million in 2019.\nAllbirds offered 20.2 million shares in its IPO, raising more than $300 million.","news_type":1,"symbols_score_info":{"BIRD":0.9}},"isVote":1,"tweetType":1,"viewCount":2157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849197773,"gmtCreate":1635733330809,"gmtModify":1635733330809,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Moderna!","listText":"Moderna!","text":"Moderna!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849197773","repostId":"2180224544","repostType":4,"repost":{"id":"2180224544","kind":"news","pubTimestamp":1635722133,"share":"https://www.laohu8.com/m/news/2180224544?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:15","market":"us","language":"en","title":"US approval on Moderna's Covid-19 vaccine for teens delayed<blockquote>美国推迟批准Moderna针对青少年的Covid-19疫苗</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2180224544","media":"The Straits Times","summary":"WASHINGTON (AFP) - US biotech firm Moderna said Sunday (Oct 31) that American officials have delayed","content":"<p><div> WASHINGTON (AFP) - US biotech firm Moderna said Sunday (Oct 31) that American officials have delayed approving its Covid-19 vaccine for teenagers to allow more time to better assess the potential risk...</p><p><blockquote><div>华盛顿（法新社）-美国生物技术公司Moderna周日（10月31日）表示，美国官员已经推迟批准其用于青少年的新冠肺炎疫苗，以便有更多时间更好地评估潜在风险...</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/world/united-states/us-approval-for-modernas-covid-19-vaccine-for-teens-delayed\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/world/united-states/us-approval-for-modernas-covid-19-vaccine-for-teens-delayed\">网页连接</a></blockquote></p><p></p>","source":"straits_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US approval on Moderna's Covid-19 vaccine for teens delayed<blockquote>美国推迟批准Moderna针对青少年的Covid-19疫苗</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS approval on Moderna's Covid-19 vaccine for teens delayed<blockquote>美国推迟批准Moderna针对青少年的Covid-19疫苗</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Straits Times</strong><span class=\"h-time small\">2021-11-01 07:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> WASHINGTON (AFP) - US biotech firm Moderna said Sunday (Oct 31) that American officials have delayed approving its Covid-19 vaccine for teenagers to allow more time to better assess the potential risk...</p><p><blockquote><div>华盛顿（法新社）-美国生物技术公司Moderna周日（10月31日）表示，美国官员已经推迟批准其用于青少年的新冠肺炎疫苗，以便有更多时间更好地评估潜在风险...</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/world/united-states/us-approval-for-modernas-covid-19-vaccine-for-teens-delayed\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/world/united-states/us-approval-for-modernas-covid-19-vaccine-for-teens-delayed\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.straitstimes.com/world/united-states/us-approval-for-modernas-covid-19-vaccine-for-teens-delayed\">The Straits Times</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","PFE":"辉瑞"},"source_url":"http://www.straitstimes.com/world/united-states/us-approval-for-modernas-covid-19-vaccine-for-teens-delayed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2180224544","content_text":"WASHINGTON (AFP) - US biotech firm Moderna said Sunday (Oct 31) that American officials have delayed approving its Covid-19 vaccine for teenagers to allow more time to better assess the potential risk of developing myocarditis, or heart inflammation.\nThe US Food and Drug Administration (FDA) on Friday \"informed Moderna that the agency requires additional time to evaluate recent international analyses of the risk of myocarditis after vaccination,\" the biotech company said Sunday in a statement.\nThe evaluation on whether to recommend Moderna's vaccine for 12- to 17-year-olds could last until January 2022, the company said.\nMyocarditis and an associated risk, pericarditis (inflammation around the heart) have previously been linked to the Pfizer and Moderna Covid-19 vaccines themselves, particularly among adolescent boys and young men.\nBut the risk is far higher after infection with Covid-19, according to a study published in August by the US Centers for Disease Control and Prevention (CDC).\nThe CDC found that \"myocarditis following vaccination with mRNA vaccines has been rare and generally mild,\" Moderna said.\nAnother mRNA Covid-19 vaccine, by Pfizer-BioNTech, on Friday received US authorization for children aged five to 11, in smaller doses than for adults.\nModerna had previously said it was waiting for the FDA to decide on whether to approve its vaccine for adolescents under age 18 before seeking regulator approval for younger age groups.","news_type":1,"symbols_score_info":{"MRNA":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":2435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174967690,"gmtCreate":1627059609210,"gmtModify":1633768331555,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174967690","repostId":"2153984780","repostType":4,"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172411083,"gmtCreate":1626971685442,"gmtModify":1633769173753,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172411083","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","kind":"news","pubTimestamp":1626955588,"share":"https://www.laohu8.com/m/news/1154266565?lang=zh_CN&edition=full","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来如何投资</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p><p><blockquote>纽约（CNN商业）当市场像上周五和周一那样暴跌时，人们很容易认输并卖出。大跌可能会很可怕。</blockquote></p><p> But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p><p><blockquote>但在道琼斯指数遭受重创的日子抛售股票通常是错误的做法。周二股市大幅反弹，周三再次上涨。</blockquote></p><p> Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p><p><blockquote>是的，新冠肺炎的德尔塔变异毒株导致美国和全球冠状病毒病例惊人地上升。但许多专家认为，已经进行的大量疫苗接种将防止经济和市场陷入另一场混乱。</blockquote></p><p> If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p><p><blockquote>如果你是长期投资，你能做的最好的事情就是安然度过这波波动。</blockquote></p><p> \"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p><p><blockquote>信安全球投资者首席策略师Seema Shah表示：“保持投资。”沙阿告诉美国有线电视新闻网商业频道，德尔塔变异毒株不太可能阻止美国和其他疫苗接种率较高的发达国家的经济复苏。</blockquote></p><p> \"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p><p><blockquote>“疫苗是有效的，”她说。“如果病例在上升，但住院率仍然很低，那么政府的重新开放措施将继续下去。”</blockquote></p><p> Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p><p><blockquote>尽管如此，沙阿承认，投资者应该更加挑剔。毕竟，标普500较2020年3月的大流行低点上涨了近一倍，并非所有股票和板块都将保持其势头。</blockquote></p><p> She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p><p><blockquote>她认为防御性板块可能会开始小幅回调。其中包括公用事业、医疗保健和其他支付高额股息并被认为是良好债券代理的公司。</blockquote></p><p> The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p><p><blockquote>她表示，FAANG和其他大型科技股应该会继续上涨，其中许多股拥有强劲的盈利势头和大量现金。</blockquote></p><p> <b>Not the time to bail on the market</b></p><p><blockquote><b>现在不是退出市场的时候</b></blockquote></p><p> So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p><p><blockquote>旅游和零售行业的经济复苏也应该如此，这些行业最近因新冠疫情担忧而回落。例如，美联航(UAL)在周二收盘后发布了乐观的前景。</blockquote></p><p> \"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p><p><blockquote>“航空公司受到了打击，”沙阿说。“但如果你假设重新开放将继续，他们应该会享受显着的反弹。”</blockquote></p><p> Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p><p><blockquote>在可预见的未来，股市可能仍然坎坷，但这不应阻止投资者坚持长期投资。</blockquote></p><p> \"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p><p><blockquote>荷宝多资产策略师Peter van der Welle表示：“过去几天的不确定性在短期内是合理的。”“但通货再膨胀交易应该有第二条腿。”</blockquote></p><p> Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p><p><blockquote>范德韦勒指出，尽管近期消费者信心有所下降，但仍有许多理由对消费者支出和零售额的持续增长持乐观态度。</blockquote></p><p> <b>Buy the dips</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p><p><blockquote>消费者——以及投资者——的任何谨慎都可能转瞬即逝。</blockquote></p><p> \"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p><p><blockquote>Federated Hermes首席股票市场策略师菲尔·奥兰多(Phil Orlando)表示：“如果你是长期投资者，请利用这种波动性，增持你真正喜欢的公司和行业。”</blockquote></p><p> He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p><p><blockquote>他认为，因德尔塔变异毒株担忧而受到打击的周期性行业股票可能会出现最大的反弹。</blockquote></p><p> \"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p><p><blockquote>奥兰多补充道：“有些股票已经陷入困境，可能非常有吸引力。我们喜欢对经济敏感的行业。”他表示，银行和其他金融股、工业公司、零售商和能源股可能会大幅反弹。</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>How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来如何投资</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\">\nHow to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来如何投资</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cnn</strong><span class=\"h-time small\">2021-07-22 20:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p><p><blockquote>纽约（CNN商业）当市场像上周五和周一那样暴跌时，人们很容易认输并卖出。大跌可能会很可怕。</blockquote></p><p> But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p><p><blockquote>但在道琼斯指数遭受重创的日子抛售股票通常是错误的做法。周二股市大幅反弹，周三再次上涨。</blockquote></p><p> Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p><p><blockquote>是的，新冠肺炎的德尔塔变异毒株导致美国和全球冠状病毒病例惊人地上升。但许多专家认为，已经进行的大量疫苗接种将防止经济和市场陷入另一场混乱。</blockquote></p><p> If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p><p><blockquote>如果你是长期投资，你能做的最好的事情就是安然度过这波波动。</blockquote></p><p> \"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p><p><blockquote>信安全球投资者首席策略师Seema Shah表示：“保持投资。”沙阿告诉美国有线电视新闻网商业频道，德尔塔变异毒株不太可能阻止美国和其他疫苗接种率较高的发达国家的经济复苏。</blockquote></p><p> \"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p><p><blockquote>“疫苗是有效的，”她说。“如果病例在上升，但住院率仍然很低，那么政府的重新开放措施将继续下去。”</blockquote></p><p> Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p><p><blockquote>尽管如此，沙阿承认，投资者应该更加挑剔。毕竟，标普500较2020年3月的大流行低点上涨了近一倍，并非所有股票和板块都将保持其势头。</blockquote></p><p> She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p><p><blockquote>她认为防御性板块可能会开始小幅回调。其中包括公用事业、医疗保健和其他支付高额股息并被认为是良好债券代理的公司。</blockquote></p><p> The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p><p><blockquote>她表示，FAANG和其他大型科技股应该会继续上涨，其中许多股拥有强劲的盈利势头和大量现金。</blockquote></p><p> <b>Not the time to bail on the market</b></p><p><blockquote><b>现在不是退出市场的时候</b></blockquote></p><p> So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p><p><blockquote>旅游和零售行业的经济复苏也应该如此，这些行业最近因新冠疫情担忧而回落。例如，美联航(UAL)在周二收盘后发布了乐观的前景。</blockquote></p><p> \"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p><p><blockquote>“航空公司受到了打击，”沙阿说。“但如果你假设重新开放将继续，他们应该会享受显着的反弹。”</blockquote></p><p> Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p><p><blockquote>在可预见的未来，股市可能仍然坎坷，但这不应阻止投资者坚持长期投资。</blockquote></p><p> \"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p><p><blockquote>荷宝多资产策略师Peter van der Welle表示：“过去几天的不确定性在短期内是合理的。”“但通货再膨胀交易应该有第二条腿。”</blockquote></p><p> Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p><p><blockquote>范德韦勒指出，尽管近期消费者信心有所下降，但仍有许多理由对消费者支出和零售额的持续增长持乐观态度。</blockquote></p><p> <b>Buy the dips</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p><p><blockquote>消费者——以及投资者——的任何谨慎都可能转瞬即逝。</blockquote></p><p> \"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p><p><blockquote>Federated Hermes首席股票市场策略师菲尔·奥兰多(Phil Orlando)表示：“如果你是长期投资者，请利用这种波动性，增持你真正喜欢的公司和行业。”</blockquote></p><p> He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p><p><blockquote>他认为，因德尔塔变异毒株担忧而受到打击的周期性行业股票可能会出现最大的反弹。</blockquote></p><p> \"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p><p><blockquote>奥兰多补充道：“有些股票已经陷入困境，可能非常有吸引力。我们喜欢对经济敏感的行业。”他表示，银行和其他金融股、工业公司、零售商和能源股可能会大幅反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">cnn</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":871792072,"gmtCreate":1637110683374,"gmtModify":1637110683503,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Tesla!","listText":"Tesla!","text":"Tesla!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871792072","repostId":"2184388964","repostType":4,"isVote":1,"tweetType":1,"viewCount":2334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172413700,"gmtCreate":1626971664100,"gmtModify":1633769173874,"author":{"id":"4088765540335620","authorId":"4088765540335620","name":"SyPP","avatar":"https://static.tigerbbs.com/d6cc31361b1b510cd857dcc7b50018f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088765540335620","idStr":"4088765540335620"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172413700","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","kind":"news","pubTimestamp":1626955588,"share":"https://www.laohu8.com/m/news/1154266565?lang=zh_CN&edition=full","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来如何投资</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p><p><blockquote>纽约（CNN商业）当市场像上周五和周一那样暴跌时，人们很容易认输并卖出。大跌可能会很可怕。</blockquote></p><p> But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p><p><blockquote>但在道琼斯指数遭受重创的日子抛售股票通常是错误的做法。周二股市大幅反弹，周三再次上涨。</blockquote></p><p> Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p><p><blockquote>是的，新冠肺炎的德尔塔变异毒株导致美国和全球冠状病毒病例惊人地上升。但许多专家认为，已经进行的大量疫苗接种将防止经济和市场陷入另一场混乱。</blockquote></p><p> If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p><p><blockquote>如果你是长期投资，你能做的最好的事情就是安然度过这波波动。</blockquote></p><p> \"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p><p><blockquote>信安全球投资者首席策略师Seema Shah表示：“保持投资。”沙阿告诉美国有线电视新闻网商业频道，德尔塔变异毒株不太可能阻止美国和其他疫苗接种率较高的发达国家的经济复苏。</blockquote></p><p> \"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p><p><blockquote>“疫苗是有效的，”她说。“如果病例在上升，但住院率仍然很低，那么政府的重新开放措施将继续下去。”</blockquote></p><p> Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p><p><blockquote>尽管如此，沙阿承认，投资者应该更加挑剔。毕竟，标普500较2020年3月的大流行低点上涨了近一倍，并非所有股票和板块都将保持其势头。</blockquote></p><p> She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p><p><blockquote>她认为防御性板块可能会开始小幅回调。其中包括公用事业、医疗保健和其他支付高额股息并被认为是良好债券代理的公司。</blockquote></p><p> The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p><p><blockquote>她表示，FAANG和其他大型科技股应该会继续上涨，其中许多股拥有强劲的盈利势头和大量现金。</blockquote></p><p> <b>Not the time to bail on the market</b></p><p><blockquote><b>现在不是退出市场的时候</b></blockquote></p><p> So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p><p><blockquote>旅游和零售行业的经济复苏也应该如此，这些行业最近因新冠疫情担忧而回落。例如，美联航(UAL)在周二收盘后发布了乐观的前景。</blockquote></p><p> \"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p><p><blockquote>“航空公司受到了打击，”沙阿说。“但如果你假设重新开放将继续，他们应该会享受显着的反弹。”</blockquote></p><p> Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p><p><blockquote>在可预见的未来，股市可能仍然坎坷，但这不应阻止投资者坚持长期投资。</blockquote></p><p> \"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p><p><blockquote>荷宝多资产策略师Peter van der Welle表示：“过去几天的不确定性在短期内是合理的。”“但通货再膨胀交易应该有第二条腿。”</blockquote></p><p> Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p><p><blockquote>范德韦勒指出，尽管近期消费者信心有所下降，但仍有许多理由对消费者支出和零售额的持续增长持乐观态度。</blockquote></p><p> <b>Buy the dips</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p><p><blockquote>消费者——以及投资者——的任何谨慎都可能转瞬即逝。</blockquote></p><p> \"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p><p><blockquote>Federated Hermes首席股票市场策略师菲尔·奥兰多(Phil Orlando)表示：“如果你是长期投资者，请利用这种波动性，增持你真正喜欢的公司和行业。”</blockquote></p><p> He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p><p><blockquote>他认为，因德尔塔变异毒株担忧而受到打击的周期性行业股票可能会出现最大的反弹。</blockquote></p><p> \"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p><p><blockquote>奥兰多补充道：“有些股票已经陷入困境，可能非常有吸引力。我们喜欢对经济敏感的行业。”他表示，银行和其他金融股、工业公司、零售商和能源股可能会大幅反弹。</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>How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来如何投资</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\">\nHow to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来如何投资</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cnn</strong><span class=\"h-time small\">2021-07-22 20:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p><p><blockquote>纽约（CNN商业）当市场像上周五和周一那样暴跌时，人们很容易认输并卖出。大跌可能会很可怕。</blockquote></p><p> But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p><p><blockquote>但在道琼斯指数遭受重创的日子抛售股票通常是错误的做法。周二股市大幅反弹，周三再次上涨。</blockquote></p><p> Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p><p><blockquote>是的，新冠肺炎的德尔塔变异毒株导致美国和全球冠状病毒病例惊人地上升。但许多专家认为，已经进行的大量疫苗接种将防止经济和市场陷入另一场混乱。</blockquote></p><p> If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p><p><blockquote>如果你是长期投资，你能做的最好的事情就是安然度过这波波动。</blockquote></p><p> \"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p><p><blockquote>信安全球投资者首席策略师Seema Shah表示：“保持投资。”沙阿告诉美国有线电视新闻网商业频道，德尔塔变异毒株不太可能阻止美国和其他疫苗接种率较高的发达国家的经济复苏。</blockquote></p><p> \"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p><p><blockquote>“疫苗是有效的，”她说。“如果病例在上升，但住院率仍然很低，那么政府的重新开放措施将继续下去。”</blockquote></p><p> Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p><p><blockquote>尽管如此，沙阿承认，投资者应该更加挑剔。毕竟，标普500较2020年3月的大流行低点上涨了近一倍，并非所有股票和板块都将保持其势头。</blockquote></p><p> She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p><p><blockquote>她认为防御性板块可能会开始小幅回调。其中包括公用事业、医疗保健和其他支付高额股息并被认为是良好债券代理的公司。</blockquote></p><p> The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p><p><blockquote>她表示，FAANG和其他大型科技股应该会继续上涨，其中许多股拥有强劲的盈利势头和大量现金。</blockquote></p><p> <b>Not the time to bail on the market</b></p><p><blockquote><b>现在不是退出市场的时候</b></blockquote></p><p> So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p><p><blockquote>旅游和零售行业的经济复苏也应该如此，这些行业最近因新冠疫情担忧而回落。例如，美联航(UAL)在周二收盘后发布了乐观的前景。</blockquote></p><p> \"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p><p><blockquote>“航空公司受到了打击，”沙阿说。“但如果你假设重新开放将继续，他们应该会享受显着的反弹。”</blockquote></p><p> Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p><p><blockquote>在可预见的未来，股市可能仍然坎坷，但这不应阻止投资者坚持长期投资。</blockquote></p><p> \"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p><p><blockquote>荷宝多资产策略师Peter van der Welle表示：“过去几天的不确定性在短期内是合理的。”“但通货再膨胀交易应该有第二条腿。”</blockquote></p><p> Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p><p><blockquote>范德韦勒指出，尽管近期消费者信心有所下降，但仍有许多理由对消费者支出和零售额的持续增长持乐观态度。</blockquote></p><p> <b>Buy the dips</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p><p><blockquote>消费者——以及投资者——的任何谨慎都可能转瞬即逝。</blockquote></p><p> \"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p><p><blockquote>Federated Hermes首席股票市场策略师菲尔·奥兰多(Phil Orlando)表示：“如果你是长期投资者，请利用这种波动性，增持你真正喜欢的公司和行业。”</blockquote></p><p> He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p><p><blockquote>他认为，因德尔塔变异毒株担忧而受到打击的周期性行业股票可能会出现最大的反弹。</blockquote></p><p> \"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p><p><blockquote>奥兰多补充道：“有些股票已经陷入困境，可能非常有吸引力。我们喜欢对经济敏感的行业。”他表示，银行和其他金融股、工业公司、零售商和能源股可能会大幅反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">cnn</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}