+关注
6a514728
暂无个人介绍
IP属地:未知
83
关注
4
粉丝
0
主题
0
勋章
主贴
热门
6a514728
2021-10-14
$SINGAPORE AIRLINES LTD(C6L.SI)$
Fly high
6a514728
2021-10-14
$Microsoft(MSFT)$
Fly high
6a514728
2021-10-13
$SINGAPORE AIRLINES LTD(C6L.SI)$
Fly high
6a514728
2021-10-13
Time to go up
6a514728
2021-10-13
Good
@3Fs:KeppelDC REIT Has Been Correcting - Potential $2.15 Coming?
6a514728
2021-10-13
Good
Goldman Taps Exxon, Occidental, Hess as Energy Winners<blockquote>高盛选择埃克森美孚、西方石油、赫斯作为能源赢家</blockquote>
6a514728
2021-10-13
Good
Wall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示:逢低买入这3只纳斯达克股票</blockquote>
6a514728
2021-10-12
Buy buy
6a514728
2021-10-11
Time to fly
6a514728
2021-10-11
$SINGAPORE AIRLINES LTD(C6L.SI)$
Go gogo
6a514728
2021-10-11
Good
Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍呼吁崩盘 10%-20%——这样保护自己</blockquote>
6a514728
2021-10-06
Good
抱歉,原内容已删除
6a514728
2021-10-06
Go up again
6a514728
2021-10-06
$SINGAPORE AIRLINES LTD(C6L.SI)$
go upagain
6a514728
2021-09-27
$SINGAPORE AIRLINES LTD(C6L.SI)$
Still not too late
6a514728
2021-09-27
Good time to buy
6a514728
2021-09-21
Good good
6a514728
2021-09-21
$SINGAPORE AIRLINES LTD(C6L.SI)$
Go on
6a514728
2021-09-21
Good
抱歉,原内容已删除
6a514728
2021-09-03
Going up again
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4089109132462390","uuid":"4089109132462390","gmtCreate":1626076317634,"gmtModify":1627470992847,"name":"6a514728","pinyin":"likeabull","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":83,"tweetSize":82,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":822463246,"gmtCreate":1634166812318,"gmtModify":1634166812318,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Fly high","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Fly high","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Fly high","images":[{"img":"https://static.tigerbbs.com/f2e2e26b78260b7d0ce16c928a008423","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822463246","isVote":1,"tweetType":1,"viewCount":4747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":822469435,"gmtCreate":1634166751879,"gmtModify":1634166751879,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>Fly high","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>Fly high","text":"$Microsoft(MSFT)$Fly high","images":[{"img":"https://static.tigerbbs.com/66d40bfa3d2341f3b8007b74dd628c96","width":"1125","height":"4051"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822469435","isVote":1,"tweetType":1,"viewCount":4454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":822834616,"gmtCreate":1634112422309,"gmtModify":1634112422475,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Fly high","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Fly high","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Fly high","images":[{"img":"https://static.tigerbbs.com/5a3de6e850c28105001fe82fe231b438","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822834616","isVote":1,"tweetType":1,"viewCount":4323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":822835559,"gmtCreate":1634112390853,"gmtModify":1634112390924,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Time to go up","listText":"Time to go up","text":"Time to go up","images":[{"img":"https://static.tigerbbs.com/d7099301a1008a9eca4710698a9e9147","width":"1125","height":"3856"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822835559","isVote":1,"tweetType":1,"viewCount":2797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":822832779,"gmtCreate":1634112336817,"gmtModify":1634112336898,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","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/822832779","repostId":"828515753","repostType":1,"repost":{"id":828515753,"gmtCreate":1633923851747,"gmtModify":1633984527317,"author":{"id":"3556134694513016","authorId":"3556134694513016","name":"3Fs","avatar":"https://static.tigerbbs.com/26cf959de8173b4a8aaee5e8568a8eff","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556134694513016","authorIdStr":"3556134694513016"},"themes":[],"title":"KeppelDC REIT Has Been Correcting - Potential $2.15 Coming?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a> has been one of the performing stars in the SREIT universe for quite some time since its’ IPO.Investors who are looking to buy this REIT has been given very little to no chance to add on to their shares as the company continues to shoulder on its meteoric rise in the past few years.Since hitting the peak of $3.13 sometime in October last year, the company has undergone quite a bit of correction over the past few months, breaking it’s support each time as it moves lower.With the company trading at $2.34 today, is this a good opportunity to add on to the shares given their longer term prospect?Maiden Acquisition in China with a high 9% NPI Yield:The maiden acquisition in Guangdong Data Centre locat","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a> has been one of the performing stars in the SREIT universe for quite some time since its’ IPO.Investors who are looking to buy this REIT has been given very little to no chance to add on to their shares as the company continues to shoulder on its meteoric rise in the past few years.Since hitting the peak of $3.13 sometime in October last year, the company has undergone quite a bit of correction over the past few months, breaking it’s support each time as it moves lower.With the company trading at $2.34 today, is this a good opportunity to add on to the shares given their longer term prospect?Maiden Acquisition in China with a high 9% NPI Yield:The maiden acquisition in Guangdong Data Centre locat","text":"$KEPPEL DC REIT(AJBU.SI)$ has been one of the performing stars in the SREIT universe for quite some time since its’ IPO.Investors who are looking to buy this REIT has been given very little to no chance to add on to their shares as the company continues to shoulder on its meteoric rise in the past few years.Since hitting the peak of $3.13 sometime in October last year, the company has undergone quite a bit of correction over the past few months, breaking it’s support each time as it moves lower.With the company trading at $2.34 today, is this a good opportunity to add on to the shares given their longer term prospect?Maiden Acquisition in China with a high 9% NPI Yield:The maiden acquisition in Guangdong Data Centre locat","images":[{"img":"https://static.tigerbbs.com/26a1c0c93b58898ee07897dd6539766c"},{"img":"https://static.tigerbbs.com/e08e5927471ce7ad96d042822dd24bb9"},{"img":"https://static.tigerbbs.com/6ce8d11aa2028ae2f64a7c01be0262bc"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828515753","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822832672,"gmtCreate":1634112307234,"gmtModify":1634112317600,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822832672","repostId":"1162058376","repostType":4,"repost":{"id":"1162058376","kind":"news","pubTimestamp":1634111201,"share":"https://www.laohunote.com/m/news/1162058376?lang=zh_CN&edition=full","pubTime":"2021-10-13 15:46","market":"us","language":"en","title":"Goldman Taps Exxon, Occidental, Hess as Energy Winners<blockquote>高盛选择埃克森美孚、西方石油、赫斯作为能源赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162058376","media":"TheStreet","summary":"One theme that Goldman analysts say warrants attention in the energy sector is a focus on asset qual","content":"<p>One theme that Goldman analysts say warrants attention in the energy sector is a focus on asset quality and resource.</p><p><blockquote>高盛分析师表示,能源行业值得关注的一个主题是关注资产质量和资源。</blockquote></p><p> With oil and gas prices rising sharply, Goldman Sachs sees good value in several energy companies, including ExxonMobil, Occidental Petroleum and Hess.</p><p><blockquote>随着石油和天然气价格大幅上涨,高盛认为埃克森美孚、西方石油和赫斯等几家能源公司具有良好的价值。</blockquote></p><p> It has buy ratings on all three.</p><p><blockquote>它对这三种产品都给予买入评级。</blockquote></p><p> “After the sharp rally in oil and gas year to date, … one of the areas of investor conversation is where does ‘discovery value’ still exist,” Goldman analyst Neil Mehta wrote in a report.</p><p><blockquote>“高盛分析师尼尔-梅塔(Neil Mehta)在一份报告中写道:”在石油和天然气今年迄今为止大幅上涨之后,.投资者谈论的话题之一是'发现价值'还在哪里。</blockquote></p><p> “One theme that we believe warrants attention is a focus on asset quality and resource,\" Mehta wrote.</p><p><blockquote>“梅塔写道:”我们认为值得关注的一个主题是关注资产质量和资源。</blockquote></p><p> “As a result of terminal value concerns, investors have been focused on which companies can provide return of capital in 2H2021/1H2022, versus which business models are positioned to sustain cash flow on a long-term basis. That said, we view long-term oil demand risks as overstated,” he wrote.</p><p><blockquote>“由于对终端价值的担忧,投资者一直关注哪些公司能够在 2021 年下半年/2022 年上半年提供资本回报,而哪些商业模式能够长期维持现金流。尽管如此,我们认为长期石油需求风险被夸大了,”他写道。</blockquote></p><p> Exxon stock on Tuesday traded at $61.24, down 0.5%; Occidental stock at $33.01, down 1.1%; and Hess stock at $90.29, up 0.2% at last check.</p><p><blockquote>埃克森美孚股价周二报61.24美元,下跌0.5%;西方石油公司股价为 33.01 美元,下跌 1.1%;赫斯股价为 90.29 美元,上次检查时上涨 0.2%。</blockquote></p><p> As for Exxon, “We believe the differentiated asset base, combined with our constructive oil view, will drive positive earnings revisions, as seen in the Q3 pre-announcement,” Mehta said. He has a $68 price target.</p><p><blockquote>至于埃克森美孚,“梅塔说:”我们相信,差异化的资产基础,加上我们建设性的石油观点,将推动盈利的积极修正,正如第三季度预公告所示。他的目标价为 68 美元。</blockquote></p><p> Considering Occidental, “the quality of the underlying assets at OXY is underappreciated,” Mehta said. “We view Permian Resources, Chemicals, Low Carbon Ventures and the Middle East as strong businesses that have been masked by consolidated leverage.” He has a $40 price target.</p><p><blockquote>梅塔说,考虑到西方石油公司,“OXY 的基础资产质量被低估了”。“我们认为二叠纪资源、化工、低碳风险投资和中东是被综合杠杆所掩盖的强大业务”。他的目标价是 40 美元。</blockquote></p><p> Finally for Hess, Goldman forecasts cash flow growing from $10 per share in 2021, to $22 in 2026 and $30 in 2030. Mehta has a price target of $106.</p><p><blockquote>最后,对于赫斯,高盛预测现金流将从 2021 年的每股 10 美元增长到 2026 年的 22 美元和 2030 年的 30 美元。Mehta 的目标价为 106 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>Goldman Taps Exxon, Occidental, Hess as Energy Winners<blockquote>高盛选择埃克森美孚、西方石油、赫斯作为能源赢家</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\">\nGoldman Taps Exxon, Occidental, Hess as Energy Winners<blockquote>高盛选择埃克森美孚、西方石油、赫斯作为能源赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-13 15:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One theme that Goldman analysts say warrants attention in the energy sector is a focus on asset quality and resource.</p><p><blockquote>高盛分析师表示,能源行业值得关注的一个主题是关注资产质量和资源。</blockquote></p><p> With oil and gas prices rising sharply, Goldman Sachs sees good value in several energy companies, including ExxonMobil, Occidental Petroleum and Hess.</p><p><blockquote>随着石油和天然气价格大幅上涨,高盛认为埃克森美孚、西方石油和赫斯等几家能源公司具有良好的价值。</blockquote></p><p> It has buy ratings on all three.</p><p><blockquote>它对这三种产品都给予买入评级。</blockquote></p><p> “After the sharp rally in oil and gas year to date, … one of the areas of investor conversation is where does ‘discovery value’ still exist,” Goldman analyst Neil Mehta wrote in a report.</p><p><blockquote>“高盛分析师尼尔-梅塔(Neil Mehta)在一份报告中写道:”在石油和天然气今年迄今为止大幅上涨之后,.投资者谈论的话题之一是'发现价值'还在哪里。</blockquote></p><p> “One theme that we believe warrants attention is a focus on asset quality and resource,\" Mehta wrote.</p><p><blockquote>“梅塔写道:”我们认为值得关注的一个主题是关注资产质量和资源。</blockquote></p><p> “As a result of terminal value concerns, investors have been focused on which companies can provide return of capital in 2H2021/1H2022, versus which business models are positioned to sustain cash flow on a long-term basis. That said, we view long-term oil demand risks as overstated,” he wrote.</p><p><blockquote>“由于对终端价值的担忧,投资者一直关注哪些公司能够在 2021 年下半年/2022 年上半年提供资本回报,而哪些商业模式能够长期维持现金流。尽管如此,我们认为长期石油需求风险被夸大了,”他写道。</blockquote></p><p> Exxon stock on Tuesday traded at $61.24, down 0.5%; Occidental stock at $33.01, down 1.1%; and Hess stock at $90.29, up 0.2% at last check.</p><p><blockquote>埃克森美孚股价周二报61.24美元,下跌0.5%;西方石油公司股价为 33.01 美元,下跌 1.1%;赫斯股价为 90.29 美元,上次检查时上涨 0.2%。</blockquote></p><p> As for Exxon, “We believe the differentiated asset base, combined with our constructive oil view, will drive positive earnings revisions, as seen in the Q3 pre-announcement,” Mehta said. He has a $68 price target.</p><p><blockquote>至于埃克森美孚,“梅塔说:”我们相信,差异化的资产基础,加上我们建设性的石油观点,将推动盈利的积极修正,正如第三季度预公告所示。他的目标价为 68 美元。</blockquote></p><p> Considering Occidental, “the quality of the underlying assets at OXY is underappreciated,” Mehta said. “We view Permian Resources, Chemicals, Low Carbon Ventures and the Middle East as strong businesses that have been masked by consolidated leverage.” He has a $40 price target.</p><p><blockquote>梅塔说,考虑到西方石油公司,“OXY 的基础资产质量被低估了”。“我们认为二叠纪资源、化工、低碳风险投资和中东是被综合杠杆所掩盖的强大业务”。他的目标价是 40 美元。</blockquote></p><p> Finally for Hess, Goldman forecasts cash flow growing from $10 per share in 2021, to $22 in 2026 and $30 in 2030. Mehta has a price target of $106.</p><p><blockquote>最后,对于赫斯,高盛预测现金流将从 2021 年的每股 10 美元增长到 2026 年的 22 美元和 2030 年的 30 美元。Mehta 的目标价为 106 美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/investing/goldman-exxon-occidental-hess-energy-winners\">TheStreet</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":{"OXY":"西方石油","XOM":"埃克森美孚"},"source_url":"https://www.thestreet.com/investing/goldman-exxon-occidental-hess-energy-winners","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162058376","content_text":"One theme that Goldman analysts say warrants attention in the energy sector is a focus on asset quality and resource.\nWith oil and gas prices rising sharply, Goldman Sachs sees good value in several energy companies, including ExxonMobil, Occidental Petroleum and Hess.\nIt has buy ratings on all three.\n“After the sharp rally in oil and gas year to date, … one of the areas of investor conversation is where does ‘discovery value’ still exist,” Goldman analyst Neil Mehta wrote in a report.\n“One theme that we believe warrants attention is a focus on asset quality and resource,\" Mehta wrote.\n“As a result of terminal value concerns, investors have been focused on which companies can provide return of capital in 2H2021/1H2022, versus which business models are positioned to sustain cash flow on a long-term basis. That said, we view long-term oil demand risks as overstated,” he wrote.\nExxon stock on Tuesday traded at $61.24, down 0.5%; Occidental stock at $33.01, down 1.1%; and Hess stock at $90.29, up 0.2% at last check.\nAs for Exxon, “We believe the differentiated asset base, combined with our constructive oil view, will drive positive earnings revisions, as seen in the Q3 pre-announcement,” Mehta said. He has a $68 price target.\nConsidering Occidental, “the quality of the underlying assets at OXY is underappreciated,” Mehta said. “We view Permian Resources, Chemicals, Low Carbon Ventures and the Middle East as strong businesses that have been masked by consolidated leverage.” He has a $40 price target.\nFinally for Hess, Goldman forecasts cash flow growing from $10 per share in 2021, to $22 in 2026 and $30 in 2030. Mehta has a price target of $106.","news_type":1,"symbols_score_info":{"HES":0.9,"XOM":0.9,"OXY":0.9}},"isVote":1,"tweetType":1,"viewCount":3169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822832378,"gmtCreate":1634112287854,"gmtModify":1634112287922,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/822832378","repostId":"1104360269","repostType":4,"repost":{"id":"1104360269","kind":"news","pubTimestamp":1634112030,"share":"https://www.laohunote.com/m/news/1104360269?lang=zh_CN&edition=full","pubTime":"2021-10-13 16:00","market":"us","language":"en","title":"Wall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示:逢低买入这3只纳斯达克股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104360269","media":"TheStreet","summary":"Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should in","content":"<p>Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should investors take the opportunity to buy the dip?</p><p><blockquote>华尔街模因列出了过去 52 周内表现最差的三只纳斯达克 100 指数股票。投资者该不该趁机抄底?</blockquote></p><p> The Nasdaq 100 has risen 28% in the last 12 months. The tech-rich index includes some of the most well-known companies listed on the US stock exchange, from Apple to Amazon and beyond. In the last five years, the Nasdaq’s value has jumped an astounding 209%.</p><p><blockquote>纳斯达克100指数在过去12个月里上涨了28%。这个科技丰富的指数包括一些在美国证券交易所上市的最知名的公司,从苹果到亚马逊等等。在过去五年中,纳斯达克的价值跃升了 209%,令人震惊。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac32321c1c19691dfb6a4cdb6dc89091\" tg-width=\"672\" tg-height=\"481\" width=\"100%\" height=\"auto\"><span>Figure 1: Nasdaq Invesco QQQ performance in the past 5 years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:纳斯达克景顺QQQ近5年表现。</span></p></blockquote></p><p> In its search for good deals, Wall Street Memes looked at the worst performing Nasdaq 100 stocks in the last 52 weeks. Could negative momentum give way to bargain hunting and turn some of these stock into winners in the foreseeable future? Below are three potential buy-on-dip ideas.</p><p><blockquote>为了寻找好的交易,华尔街迷因研究了过去 52 周内表现最差的纳斯达克 100 指数股票。在可预见的未来,负面势头能否让位于抄底并将其中一些股票变成赢家?以下是三个潜在的逢低买入想法。</blockquote></p><p> <b>#3 Vertex Pharmaceuticals - $VRTX</b></p><p><blockquote><b>#3 顶点制药 - $VRTX</b></blockquote></p><p> The $46 billion market cap pharmaceutical company develops and markets therapies for treating cystic fibrosis. <b>VRTX</b> stock has been down 22% year-to-date and is currently priced at $179 at last check. Wall Street consensus on the stock is a moderate buy. Based on 13 reports in the last three months, the price target consensus of $245 suggests 37% upside potential.</p><p><blockquote>这家市值达 460 亿美元的制药公司开发并销售治疗囊性纤维化的疗法。<b>VRTX</b>今年迄今为止,该股已下跌 22%,上次检查时目前价格为 179 美元。华尔街对该股的共识是适度买入。根据过去三个月的 13 份报告,245 美元的目标价共识表明有 37% 的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ca3ea7d3f8df55881c3873f461b4318\" tg-width=\"677\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Figure 2: VRTX performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2:VRTX 年初至今的性能。</span></p></blockquote></p><p> Bearishness has been well presented by research company Stifel. After downgrading the stock from buy to neutral, the skeptical analyst assigned high market risk for the company’s drug pipeline, given that Vertex is a $50 billion company and its next programs are “unlikely to be narrative changing”.</p><p><blockquote>研究公司 Stifel 很好地表达了悲观情绪。在将该股评级从买入下调至中性后,这位持怀疑态度的分析师认为该公司的药品管道存在很高的市场风险,因为 Vertex 是一家市值 500 亿美元的公司,其下一步计划 “不太可能改变叙事”。</blockquote></p><p> On the other hand, Piper Sandler analyst recommended the stock a couple of months ago and bumped his price target on VRTX to $323 from $261. He attributed his bullishness in part to transformational drug Trikafta and convictions that the company would beat on earnings.</p><p><blockquote>另一方面,Piper Sandler 分析师几个月前推荐了该股,并将 VRTX 的目标价从 261 美元上调至 323 美元。他将自己的乐观情绪部分归因于变革性药物 Trikafta,以及对该公司盈利将超越的信念。</blockquote></p><p> <b>#2 Peloton Interactive - $PTON</b></p><p><blockquote><b>#2 Peloton Interactive - $PTON</b></blockquote></p><p> The company, which provides interactive fitness products and subscriptions, was a pandemic darling last year. In 2021, however, the stock has been struggling.<b>PTON</b> stock has been down 41% year-to-date and is currently priced at $86 at last check.</p><p><blockquote>该公司提供互动健身产品和订阅服务,去年是疫情的宠儿。然而,2021年,该股一直在苦苦挣扎。<b>普顿</b>今年迄今为止,该股已下跌 41%,上次检查时目前价格为 86 美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ef56058e86dac52ed1bec3a0acc19a\" tg-width=\"664\" tg-height=\"492\" width=\"100%\" height=\"auto\"><span>Figure 3: PTON performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3:PTON 年初至今的表现。</span></p></blockquote></p><p> Despite poor momentum, Wall Street believes that this could be a good time to invest in Peloton stock. The $26 billion market cap company has a buy consensus and a $127 price target that points at 47% upside, based on 22 reports issued in the last three months.</p><p><blockquote>尽管势头不佳,但华尔街认为这可能是投资 Peloton 股票的好时机。根据过去三个月发布的 22 份报告,这家市值 260 亿美元的公司获得了买入共识,目标价为 127 美元,上涨空间为 47%。</blockquote></p><p> The bear case is explained by UBS and is backed up by analysis on valuation that is arguably stretched. Analyst Eric Sheridan has recentlyreiterateda sell rating on the stock, forecasting a $70 price on PTON for 18% downside.</p><p><blockquote>瑞银解释了熊市的情况,并得到了可以说是夸张的估值分析的支持。分析师埃里克·谢里丹 (Eric Sheridan) 最近重申了该股的卖出评级,预测 PTON 价格为 70 美元,下跌 18%。</blockquote></p><p> <i>\"The stock’s appreciation to more than 17% over two days implies close to $1.2B of sales that the market is assigning to the opportunity based on where the stock is trading on 2023 EV-to-sales average multiple of 4.2x. Street expects 2023 connected fitness subscribers of around 5.06 million. This implies roughly $240 of spend per subscriber per year.\"</i> On the bullish side, Barclays analyst Mario Lu justified the recent miss in gross margins on higher-than-expected refunds from the Tread recall along with continued increase in shipping costs. Bullishness is reiterated due to fiscal 2022 now being seen as an investment year, as Peloton looks to plow money aggressively into both marketing and R&D – which the analyst believes to be the right long-term decision. He has a buy rating on PTON and 50% upside opportunity.</p><p><blockquote><i>“该股在两天内升值超过 17%,这意味着根据该股的交易价格,市场将为 The opportunity 分配近 12 亿美元的销售额,2023 年 EV 与销售额的平均倍数为 4.2 倍。Street 预计 2023 年的互联健身用户将达到约 506 万。这意味着每个用户每年的支出约为 240 美元”。</i>从乐观的角度来看,巴克莱分析师马里奥·卢 (Mario Lu) 解释了最近毛利率下降的原因是胎面召回的退款高于预期以及运输成本持续增加。由于 2022 财年现在被视为投资年,乐观情绪再次得到重申,因为 Peloton 希望积极将资金投入营销和研发——分析师认为这是正确的长期决定。他对 PTON 给予买入评级,上涨机会为 50%。</blockquote></p><p> Lastly, famed investor Cathie Wood purchased a sizeable batch of PTON stock a few days ago. Wood’s Ark fund bought the dip as the company missed earnings estimates, and it currently owns 1.7 million shares of PTON that are worth $172 million.</p><p><blockquote>最后,著名投资者 Cathie Wood 几天前购买了大量 PTON 股票。伍德的方舟基金逢低买入,因为该公司未能达到盈利预期,目前该公司持有 170 万股 PTON 股票,价值 1.72 亿美元。</blockquote></p><p> <b>#1 Pinduoduo Inc. - $PDD</b></p><p><blockquote><b>#1 拼多多 - $PDD</b></blockquote></p><p> This Shanghai-based e-commerce operator <b>PDD</b> saw its stock drop more than 42% year-to-date – shares are currently valued at $96 at last check. The $118 billion market cap company is a strong buy according to Wall Street and is expected to recover 42% over the next twelve months. With a consensus price target of $137 forecasted by nine sell-side analysts over the last three months, Pinduoduo is believed to be undervalued.</p><p><blockquote>这家总部位于上海的电子商务运营商<b>PDD</b>今年迄今为止,其股价已下跌超过 42%——上次检查时,股价目前为 96 美元。据华尔街称,这家市值达 1180 亿美元的公司值得强力买入,预计未来 12 个月将恢复 42%。过去三个月,九位卖方分析师预测拼多多的一致目标价为 137 美元,因此被认为被低估。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c71aaf3f1c288906054fc28ee7ff545\" tg-width=\"667\" tg-height=\"485\" width=\"100%\" height=\"auto\"><span>Figure 4: PDD performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 4:年初至今的 PDD 表现。</span></p></blockquote></p><p> China Renaissance analyst Nicky Ge forecasts $150 share price and attributes PDD’s recent stock weakness partly on market expectations for 2021 gross merchandising value growth. The analyst also added the following commentary:</p><p><blockquote>华兴资本分析师 Nicky Ge 预测股价为 150 美元,并将 PDD 近期股价疲软的部分原因归因于市场对 2021 年商品总价值增长的预期。分析师还补充了以下评论:</blockquote></p><p> <i>“Given a lackluster recovery in China’s internet retailing market in 1H21, we forecast PDD to deliver 43% and 40% YoY gross merchandising value growth in 2Q21E and 2021E, respectively, compared to 66% YoY growth in 2020.”</i> Two months ago, Benchmark analyst Fawne Jiang lowered his PDD price target to $156 from $176. Mixed Q2 results, headlined by an “outsized beat on earnings although revenue missed mainly as a result of 1P sales fluctuations”, were to blame. However, the analyst is incrementally more bullish on the company's long-term earnings potential and believes that investing in the next sustainable moat is strategically important for long-term growth.</p><p><blockquote><i>“鉴于中国互联网零售市场在 21 年上半年的复苏乏力,我们预测 PDD 在 21 年第二季度和 2021 年第二季度的总商品价值将分别实现 43% 和 40% 的同比增长,而 2020 年的同比增长为 66%。”</i>两个月前,Benchmark 分析师 Fawne Jiang 将 PDD 目标价从 176 美元下调至 156 美元。第二季度业绩喜忧参半,其头条新闻是 “尽管收入下降主要是由于 1 便士的销售额波动,但盈利却大幅增长”,这是罪魁祸首。然而,分析师越来越看好该公司的长期盈利潜力,并认为投资下一个可持续护城河对于长期增长具有重要的战略意义。</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>Wall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示:逢低买入这3只纳斯达克股票</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\">\nWall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示:逢低买入这3只纳斯达克股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-13 16:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should investors take the opportunity to buy the dip?</p><p><blockquote>华尔街模因列出了过去 52 周内表现最差的三只纳斯达克 100 指数股票。投资者该不该趁机抄底?</blockquote></p><p> The Nasdaq 100 has risen 28% in the last 12 months. The tech-rich index includes some of the most well-known companies listed on the US stock exchange, from Apple to Amazon and beyond. In the last five years, the Nasdaq’s value has jumped an astounding 209%.</p><p><blockquote>纳斯达克100指数在过去12个月里上涨了28%。这个科技丰富的指数包括一些在美国证券交易所上市的最知名的公司,从苹果到亚马逊等等。在过去五年中,纳斯达克的价值跃升了 209%,令人震惊。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac32321c1c19691dfb6a4cdb6dc89091\" tg-width=\"672\" tg-height=\"481\" width=\"100%\" height=\"auto\"><span>Figure 1: Nasdaq Invesco QQQ performance in the past 5 years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:纳斯达克景顺QQQ近5年表现。</span></p></blockquote></p><p> In its search for good deals, Wall Street Memes looked at the worst performing Nasdaq 100 stocks in the last 52 weeks. Could negative momentum give way to bargain hunting and turn some of these stock into winners in the foreseeable future? Below are three potential buy-on-dip ideas.</p><p><blockquote>为了寻找好的交易,华尔街迷因研究了过去 52 周内表现最差的纳斯达克 100 指数股票。在可预见的未来,负面势头能否让位于抄底并将其中一些股票变成赢家?以下是三个潜在的逢低买入想法。</blockquote></p><p> <b>#3 Vertex Pharmaceuticals - $VRTX</b></p><p><blockquote><b>#3 顶点制药 - $VRTX</b></blockquote></p><p> The $46 billion market cap pharmaceutical company develops and markets therapies for treating cystic fibrosis. <b>VRTX</b> stock has been down 22% year-to-date and is currently priced at $179 at last check. Wall Street consensus on the stock is a moderate buy. Based on 13 reports in the last three months, the price target consensus of $245 suggests 37% upside potential.</p><p><blockquote>这家市值达 460 亿美元的制药公司开发并销售治疗囊性纤维化的疗法。<b>VRTX</b>今年迄今为止,该股已下跌 22%,上次检查时目前价格为 179 美元。华尔街对该股的共识是适度买入。根据过去三个月的 13 份报告,245 美元的目标价共识表明有 37% 的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ca3ea7d3f8df55881c3873f461b4318\" tg-width=\"677\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Figure 2: VRTX performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2:VRTX 年初至今的性能。</span></p></blockquote></p><p> Bearishness has been well presented by research company Stifel. After downgrading the stock from buy to neutral, the skeptical analyst assigned high market risk for the company’s drug pipeline, given that Vertex is a $50 billion company and its next programs are “unlikely to be narrative changing”.</p><p><blockquote>研究公司 Stifel 很好地表达了悲观情绪。在将该股评级从买入下调至中性后,这位持怀疑态度的分析师认为该公司的药品管道存在很高的市场风险,因为 Vertex 是一家市值 500 亿美元的公司,其下一步计划 “不太可能改变叙事”。</blockquote></p><p> On the other hand, Piper Sandler analyst recommended the stock a couple of months ago and bumped his price target on VRTX to $323 from $261. He attributed his bullishness in part to transformational drug Trikafta and convictions that the company would beat on earnings.</p><p><blockquote>另一方面,Piper Sandler 分析师几个月前推荐了该股,并将 VRTX 的目标价从 261 美元上调至 323 美元。他将自己的乐观情绪部分归因于变革性药物 Trikafta,以及对该公司盈利将超越的信念。</blockquote></p><p> <b>#2 Peloton Interactive - $PTON</b></p><p><blockquote><b>#2 Peloton Interactive - $PTON</b></blockquote></p><p> The company, which provides interactive fitness products and subscriptions, was a pandemic darling last year. In 2021, however, the stock has been struggling.<b>PTON</b> stock has been down 41% year-to-date and is currently priced at $86 at last check.</p><p><blockquote>该公司提供互动健身产品和订阅服务,去年是疫情的宠儿。然而,2021年,该股一直在苦苦挣扎。<b>普顿</b>今年迄今为止,该股已下跌 41%,上次检查时目前价格为 86 美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ef56058e86dac52ed1bec3a0acc19a\" tg-width=\"664\" tg-height=\"492\" width=\"100%\" height=\"auto\"><span>Figure 3: PTON performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3:PTON 年初至今的表现。</span></p></blockquote></p><p> Despite poor momentum, Wall Street believes that this could be a good time to invest in Peloton stock. The $26 billion market cap company has a buy consensus and a $127 price target that points at 47% upside, based on 22 reports issued in the last three months.</p><p><blockquote>尽管势头不佳,但华尔街认为这可能是投资 Peloton 股票的好时机。根据过去三个月发布的 22 份报告,这家市值 260 亿美元的公司获得了买入共识,目标价为 127 美元,上涨空间为 47%。</blockquote></p><p> The bear case is explained by UBS and is backed up by analysis on valuation that is arguably stretched. Analyst Eric Sheridan has recentlyreiterateda sell rating on the stock, forecasting a $70 price on PTON for 18% downside.</p><p><blockquote>瑞银解释了熊市的情况,并得到了可以说是夸张的估值分析的支持。分析师埃里克·谢里丹 (Eric Sheridan) 最近重申了该股的卖出评级,预测 PTON 价格为 70 美元,下跌 18%。</blockquote></p><p> <i>\"The stock’s appreciation to more than 17% over two days implies close to $1.2B of sales that the market is assigning to the opportunity based on where the stock is trading on 2023 EV-to-sales average multiple of 4.2x. Street expects 2023 connected fitness subscribers of around 5.06 million. This implies roughly $240 of spend per subscriber per year.\"</i> On the bullish side, Barclays analyst Mario Lu justified the recent miss in gross margins on higher-than-expected refunds from the Tread recall along with continued increase in shipping costs. Bullishness is reiterated due to fiscal 2022 now being seen as an investment year, as Peloton looks to plow money aggressively into both marketing and R&D – which the analyst believes to be the right long-term decision. He has a buy rating on PTON and 50% upside opportunity.</p><p><blockquote><i>“该股在两天内升值超过 17%,这意味着根据该股的交易价格,市场将为 The opportunity 分配近 12 亿美元的销售额,2023 年 EV 与销售额的平均倍数为 4.2 倍。Street 预计 2023 年的互联健身用户将达到约 506 万。这意味着每个用户每年的支出约为 240 美元”。</i>从乐观的角度来看,巴克莱分析师马里奥·卢 (Mario Lu) 解释了最近毛利率下降的原因是胎面召回的退款高于预期以及运输成本持续增加。由于 2022 财年现在被视为投资年,乐观情绪再次得到重申,因为 Peloton 希望积极将资金投入营销和研发——分析师认为这是正确的长期决定。他对 PTON 给予买入评级,上涨机会为 50%。</blockquote></p><p> Lastly, famed investor Cathie Wood purchased a sizeable batch of PTON stock a few days ago. Wood’s Ark fund bought the dip as the company missed earnings estimates, and it currently owns 1.7 million shares of PTON that are worth $172 million.</p><p><blockquote>最后,著名投资者 Cathie Wood 几天前购买了大量 PTON 股票。伍德的方舟基金逢低买入,因为该公司未能达到盈利预期,目前该公司持有 170 万股 PTON 股票,价值 1.72 亿美元。</blockquote></p><p> <b>#1 Pinduoduo Inc. - $PDD</b></p><p><blockquote><b>#1 拼多多 - $PDD</b></blockquote></p><p> This Shanghai-based e-commerce operator <b>PDD</b> saw its stock drop more than 42% year-to-date – shares are currently valued at $96 at last check. The $118 billion market cap company is a strong buy according to Wall Street and is expected to recover 42% over the next twelve months. With a consensus price target of $137 forecasted by nine sell-side analysts over the last three months, Pinduoduo is believed to be undervalued.</p><p><blockquote>这家总部位于上海的电子商务运营商<b>PDD</b>今年迄今为止,其股价已下跌超过 42%——上次检查时,股价目前为 96 美元。据华尔街称,这家市值达 1180 亿美元的公司值得强力买入,预计未来 12 个月将恢复 42%。过去三个月,九位卖方分析师预测拼多多的一致目标价为 137 美元,因此被认为被低估。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c71aaf3f1c288906054fc28ee7ff545\" tg-width=\"667\" tg-height=\"485\" width=\"100%\" height=\"auto\"><span>Figure 4: PDD performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 4:年初至今的 PDD 表现。</span></p></blockquote></p><p> China Renaissance analyst Nicky Ge forecasts $150 share price and attributes PDD’s recent stock weakness partly on market expectations for 2021 gross merchandising value growth. The analyst also added the following commentary:</p><p><blockquote>华兴资本分析师 Nicky Ge 预测股价为 150 美元,并将 PDD 近期股价疲软的部分原因归因于市场对 2021 年商品总价值增长的预期。分析师还补充了以下评论:</blockquote></p><p> <i>“Given a lackluster recovery in China’s internet retailing market in 1H21, we forecast PDD to deliver 43% and 40% YoY gross merchandising value growth in 2Q21E and 2021E, respectively, compared to 66% YoY growth in 2020.”</i> Two months ago, Benchmark analyst Fawne Jiang lowered his PDD price target to $156 from $176. Mixed Q2 results, headlined by an “outsized beat on earnings although revenue missed mainly as a result of 1P sales fluctuations”, were to blame. However, the analyst is incrementally more bullish on the company's long-term earnings potential and believes that investing in the next sustainable moat is strategically important for long-term growth.</p><p><blockquote><i>“鉴于中国互联网零售市场在 21 年上半年的复苏乏力,我们预测 PDD 在 21 年第二季度和 2021 年第二季度的总商品价值将分别实现 43% 和 40% 的同比增长,而 2020 年的同比增长为 66%。”</i>两个月前,Benchmark 分析师 Fawne Jiang 将 PDD 目标价从 176 美元下调至 156 美元。第二季度业绩喜忧参半,其头条新闻是 “尽管收入下降主要是由于 1 便士的销售额波动,但盈利却大幅增长”,这是罪魁祸首。然而,分析师越来越看好该公司的长期盈利潜力,并认为投资下一个可持续护城河对于长期增长具有重要的战略意义。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/memestocks/other-memes/wall-street-says-buy-these-3-nasdaq-stocks-on-the-dip\">TheStreet</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":{"VRTX":"福泰制药","PTON":"Peloton Interactive, Inc.","PDD":"拼多多","QQQ":"纳指100ETF"},"source_url":"https://www.thestreet.com/memestocks/other-memes/wall-street-says-buy-these-3-nasdaq-stocks-on-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104360269","content_text":"Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should investors take the opportunity to buy the dip?\nThe Nasdaq 100 has risen 28% in the last 12 months. The tech-rich index includes some of the most well-known companies listed on the US stock exchange, from Apple to Amazon and beyond. In the last five years, the Nasdaq’s value has jumped an astounding 209%.\nFigure 1: Nasdaq Invesco QQQ performance in the past 5 years.\nIn its search for good deals, Wall Street Memes looked at the worst performing Nasdaq 100 stocks in the last 52 weeks. Could negative momentum give way to bargain hunting and turn some of these stock into winners in the foreseeable future? Below are three potential buy-on-dip ideas.\n#3 Vertex Pharmaceuticals - $VRTX\nThe $46 billion market cap pharmaceutical company develops and markets therapies for treating cystic fibrosis. VRTX stock has been down 22% year-to-date and is currently priced at $179 at last check. Wall Street consensus on the stock is a moderate buy. Based on 13 reports in the last three months, the price target consensus of $245 suggests 37% upside potential.\nFigure 2: VRTX performance year-to-date.\nBearishness has been well presented by research company Stifel. After downgrading the stock from buy to neutral, the skeptical analyst assigned high market risk for the company’s drug pipeline, given that Vertex is a $50 billion company and its next programs are “unlikely to be narrative changing”.\nOn the other hand, Piper Sandler analyst recommended the stock a couple of months ago and bumped his price target on VRTX to $323 from $261. He attributed his bullishness in part to transformational drug Trikafta and convictions that the company would beat on earnings.\n#2 Peloton Interactive - $PTON\nThe company, which provides interactive fitness products and subscriptions, was a pandemic darling last year. In 2021, however, the stock has been struggling.PTON stock has been down 41% year-to-date and is currently priced at $86 at last check.\nFigure 3: PTON performance year-to-date.\nDespite poor momentum, Wall Street believes that this could be a good time to invest in Peloton stock. The $26 billion market cap company has a buy consensus and a $127 price target that points at 47% upside, based on 22 reports issued in the last three months.\nThe bear case is explained by UBS and is backed up by analysis on valuation that is arguably stretched. Analyst Eric Sheridan has recentlyreiterateda sell rating on the stock, forecasting a $70 price on PTON for 18% downside.\n\n\"The stock’s appreciation to more than 17% over two days implies close to $1.2B of sales that the market is assigning to the opportunity based on where the stock is trading on 2023 EV-to-sales average multiple of 4.2x. Street expects 2023 connected fitness subscribers of around 5.06 million. This implies roughly $240 of spend per subscriber per year.\"\n\nOn the bullish side, Barclays analyst Mario Lu justified the recent miss in gross margins on higher-than-expected refunds from the Tread recall along with continued increase in shipping costs. Bullishness is reiterated due to fiscal 2022 now being seen as an investment year, as Peloton looks to plow money aggressively into both marketing and R&D – which the analyst believes to be the right long-term decision. He has a buy rating on PTON and 50% upside opportunity.\nLastly, famed investor Cathie Wood purchased a sizeable batch of PTON stock a few days ago. Wood’s Ark fund bought the dip as the company missed earnings estimates, and it currently owns 1.7 million shares of PTON that are worth $172 million.\n#1 Pinduoduo Inc. - $PDD\nThis Shanghai-based e-commerce operator PDD saw its stock drop more than 42% year-to-date – shares are currently valued at $96 at last check. The $118 billion market cap company is a strong buy according to Wall Street and is expected to recover 42% over the next twelve months. With a consensus price target of $137 forecasted by nine sell-side analysts over the last three months, Pinduoduo is believed to be undervalued.\nFigure 4: PDD performance year-to-date.\nChina Renaissance analyst Nicky Ge forecasts $150 share price and attributes PDD’s recent stock weakness partly on market expectations for 2021 gross merchandising value growth. The analyst also added the following commentary:\n\n“Given a lackluster recovery in China’s internet retailing market in 1H21, we forecast PDD to deliver 43% and 40% YoY gross merchandising value growth in 2Q21E and 2021E, respectively, compared to 66% YoY growth in 2020.”\n\nTwo months ago, Benchmark analyst Fawne Jiang lowered his PDD price target to $156 from $176. Mixed Q2 results, headlined by an “outsized beat on earnings although revenue missed mainly as a result of 1P sales fluctuations”, were to blame. However, the analyst is incrementally more bullish on the company's long-term earnings potential and believes that investing in the next sustainable moat is strategically important for long-term growth.","news_type":1,"symbols_score_info":{"PTON":0.9,"PDD":0.9,"VRTX":0.9,"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":4829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826509076,"gmtCreate":1634032099370,"gmtModify":1634032099434,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Buy buy","listText":"Buy buy","text":"Buy buy","images":[{"img":"https://static.tigerbbs.com/643d5ee8cbc7f8c8826779231ba3e733","width":"1125","height":"3152"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826509076","isVote":1,"tweetType":1,"viewCount":5441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828589413,"gmtCreate":1633924250993,"gmtModify":1633924251047,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Time to fly","listText":"Time to fly","text":"Time to fly","images":[{"img":"https://static.tigerbbs.com/6735e9763c16edc1e2fd8e4162595ffb","width":"1125","height":"2893"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828589413","isVote":1,"tweetType":1,"viewCount":3932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828589163,"gmtCreate":1633924218587,"gmtModify":1633924218707,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Go gogo","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Go gogo","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Go gogo","images":[{"img":"https://static.tigerbbs.com/f9a4a8a910106997486e2d67254d6f17","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828589163","isVote":1,"tweetType":1,"viewCount":3440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828580837,"gmtCreate":1633924140536,"gmtModify":1633924140536,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","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/828580837","repostId":"1190298937","repostType":4,"repost":{"id":"1190298937","kind":"news","pubTimestamp":1633787347,"share":"https://www.laohunote.com/m/news/1190298937?lang=zh_CN&edition=full","pubTime":"2021-10-09 21:49","market":"us","language":"en","title":"Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍呼吁崩盘 10%-20%——这样保护自己</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190298937","media":"finance.yahoo","summary":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief i","content":"<p>Slowing growth and tightening financial conditions.</p><p><blockquote>增长放缓和金融环境收紧。</blockquote></p><p> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.</p><p><blockquote>这让摩根士丹利首席投资官迈克-威尔逊(Mike Wilson)感到紧张。</blockquote></p><p> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"</p><p><blockquote>“威尔逊上周在给客户的一份说明中写道:”简而言之,较高的实际利率应该意味着较低的股价。“其次,即使整体股市走低,它们也可能意味着价值高于增长”。</blockquote></p><p> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.</p><p><blockquote>Wilson 在最近的一次采访中还表示,由于盈利预期过高,该公司 10%-20% 的调整看涨期权将由科技股引领。</blockquote></p><p> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.</p><p><blockquote>在此背景下,威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性行业。</blockquote></p><p> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.</p><p><blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote></p><p> 1. Financials: Bank of America (BAC)</p><p><blockquote>1. 金融:美国银行(BAC)</blockquote></p><p> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.</p><p><blockquote>在过去十年中,美国银行简化和完善了其业务实践和运营,从美国评级最低的银行之一上升到资产第二大银行(总资产约 2.3 万亿美元)。摩根大通拥有3万亿美元的资产,是最大的。</blockquote></p><p> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p><p><blockquote>随着经济继续从疫情中复苏,通胀继续飙升,利率可能会上升,使央行处于继续取得成功的有利地位。银行通过更广泛的“利差”(即支付给客户的利息与投资收入之间的差额)从更高的利率中受益。</blockquote></p><p> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.</p><p><blockquote>尽管上季度的盈利水平没有达到预期,但美国银行还是向股东提高了股息,将其收益率从每股 18 美分提高了 17%,达到 21 美分。目前,这些股票的股息率为 1.9%。</blockquote></p><p> 2. Consumer Staples: PepsiCo (PEP)</p><p><blockquote>2. 必需消费品:百事可乐(PEP)</blockquote></p><p> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p><p><blockquote>百事可乐不仅仅是一个主要的可乐和汽水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐的保护伞。</blockquote></p><p> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p><p><blockquote>但这家食品和饮料巨头还拥有菲多利、桂格食品、纯果乐、SodaStream和全球数十个其他品牌。</blockquote></p><p> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p><p><blockquote>由于每个人都花了这么多时间在家,疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7 月份,该公司报告称净销售额同比增长超过 20%,达到 192.2 亿美元,远高于 180 亿美元的预期。</blockquote></p><p> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.</p><p><blockquote>该公司正在通过健康的股息将一些甜蜜(或咸味,取决于你的口味)传递给股东,多年来股息一直在稳步增长。过去十年,百事可乐的股息复合增长率为 7.7%,而其主要竞争对手可口可乐的股息复合增长率为 6.1%。</blockquote></p><p> Pepsico shares offer a dividend yield of 2.8%.</p><p><blockquote>百事公司股票的股息率为 2.8%。</blockquote></p><p> 3. Health care: Johnson & Johnson (JNJ)</p><p><blockquote>3. 医疗保健:强生公司(JNJ)</blockquote></p><p> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.</p><p><blockquote>在医疗器械、药品和消费品包装业务之间,强生已成为家喻户晓的名字。</blockquote></p><p> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.</p><p><blockquote>不仅如此,其众多子公司,包括创可贴、泰诺、露得清、李施德林和Clean & Clear,都可以独立成为成功的品牌。</blockquote></p><p> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p><p><blockquote>强生在医疗保健领域的多元化控股确保了其能够度过任何经济衰退。强生制药公司旗下拥有少数行业领先的免疫学和癌症治疗药物,强生公司拥有大量的增长机会。</blockquote></p><p> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p><p><blockquote>该公司第二季度的业绩得益于全年 COVID-19 注射的 125.9 亿美元收入,仅第二季度的全球销售额就达到了 1.64 亿美元。</blockquote></p><p> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p><p><blockquote>JNJ 第三季度派发了 1.06 美元的股息,高于六个月前的 1.01 美元,与股东分享了其成功。</blockquote></p><p> The stock currently has a dividend yield of 2.7%.</p><p><blockquote>该股目前的股息率为2.7%。</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>Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍呼吁崩盘 10%-20%——这样保护自己</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\">\nMorgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍呼吁崩盘 10%-20%——这样保护自己</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\">2021-10-09 21:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Slowing growth and tightening financial conditions.</p><p><blockquote>增长放缓和金融环境收紧。</blockquote></p><p> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.</p><p><blockquote>这让摩根士丹利首席投资官迈克-威尔逊(Mike Wilson)感到紧张。</blockquote></p><p> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"</p><p><blockquote>“威尔逊上周在给客户的一份说明中写道:”简而言之,较高的实际利率应该意味着较低的股价。“其次,即使整体股市走低,它们也可能意味着价值高于增长”。</blockquote></p><p> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.</p><p><blockquote>Wilson 在最近的一次采访中还表示,由于盈利预期过高,该公司 10%-20% 的调整看涨期权将由科技股引领。</blockquote></p><p> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.</p><p><blockquote>在此背景下,威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性行业。</blockquote></p><p> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.</p><p><blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote></p><p> 1. Financials: Bank of America (BAC)</p><p><blockquote>1. 金融:美国银行(BAC)</blockquote></p><p> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.</p><p><blockquote>在过去十年中,美国银行简化和完善了其业务实践和运营,从美国评级最低的银行之一上升到资产第二大银行(总资产约 2.3 万亿美元)。摩根大通拥有3万亿美元的资产,是最大的。</blockquote></p><p> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p><p><blockquote>随着经济继续从疫情中复苏,通胀继续飙升,利率可能会上升,使央行处于继续取得成功的有利地位。银行通过更广泛的“利差”(即支付给客户的利息与投资收入之间的差额)从更高的利率中受益。</blockquote></p><p> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.</p><p><blockquote>尽管上季度的盈利水平没有达到预期,但美国银行还是向股东提高了股息,将其收益率从每股 18 美分提高了 17%,达到 21 美分。目前,这些股票的股息率为 1.9%。</blockquote></p><p> 2. Consumer Staples: PepsiCo (PEP)</p><p><blockquote>2. 必需消费品:百事可乐(PEP)</blockquote></p><p> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p><p><blockquote>百事可乐不仅仅是一个主要的可乐和汽水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐的保护伞。</blockquote></p><p> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p><p><blockquote>但这家食品和饮料巨头还拥有菲多利、桂格食品、纯果乐、SodaStream和全球数十个其他品牌。</blockquote></p><p> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p><p><blockquote>由于每个人都花了这么多时间在家,疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7 月份,该公司报告称净销售额同比增长超过 20%,达到 192.2 亿美元,远高于 180 亿美元的预期。</blockquote></p><p> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.</p><p><blockquote>该公司正在通过健康的股息将一些甜蜜(或咸味,取决于你的口味)传递给股东,多年来股息一直在稳步增长。过去十年,百事可乐的股息复合增长率为 7.7%,而其主要竞争对手可口可乐的股息复合增长率为 6.1%。</blockquote></p><p> Pepsico shares offer a dividend yield of 2.8%.</p><p><blockquote>百事公司股票的股息率为 2.8%。</blockquote></p><p> 3. Health care: Johnson & Johnson (JNJ)</p><p><blockquote>3. 医疗保健:强生公司(JNJ)</blockquote></p><p> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.</p><p><blockquote>在医疗器械、药品和消费品包装业务之间,强生已成为家喻户晓的名字。</blockquote></p><p> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.</p><p><blockquote>不仅如此,其众多子公司,包括创可贴、泰诺、露得清、李施德林和Clean & Clear,都可以独立成为成功的品牌。</blockquote></p><p> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p><p><blockquote>强生在医疗保健领域的多元化控股确保了其能够度过任何经济衰退。强生制药公司旗下拥有少数行业领先的免疫学和癌症治疗药物,强生公司拥有大量的增长机会。</blockquote></p><p> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p><p><blockquote>该公司第二季度的业绩得益于全年 COVID-19 注射的 125.9 亿美元收入,仅第二季度的全球销售额就达到了 1.64 亿美元。</blockquote></p><p> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p><p><blockquote>JNJ 第三季度派发了 1.06 美元的股息,高于六个月前的 1.01 美元,与股东分享了其成功。</blockquote></p><p> The stock currently has a dividend yield of 2.7%.</p><p><blockquote>该股目前的股息率为2.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.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":{"JNJ":"强生","BAC":"美国银行","PEP":"百事可乐"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190298937","content_text":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.\n“In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"\nWilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.\nWithin that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.\nLet's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.\n1. Financials: Bank of America (BAC)\nOver the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.\nAs the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.\nAnd despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.\n2. Consumer Staples: PepsiCo (PEP)\nPepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.\nBut this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.\nWith everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.\nAnd the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.\nPepsico shares offer a dividend yield of 2.8%.\n3. Health care: Johnson & Johnson (JNJ)\nBetween its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.\nAnd more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.\nJNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.\nThe company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.\nJNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.\nThe stock currently has a dividend yield of 2.7%.","news_type":1,"symbols_score_info":{"PEP":0.9,"BAC":0.9,"JNJ":0.9}},"isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829369090,"gmtCreate":1633475343278,"gmtModify":1633475343432,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","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/829369090","repostId":"2173151429","repostType":4,"isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829360130,"gmtCreate":1633475262462,"gmtModify":1633475262704,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Go up again","listText":"Go up again","text":"Go up again","images":[{"img":"https://static.tigerbbs.com/3976f59341578403fa126f1951898cd7","width":"1125","height":"4051"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829360130","isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":829387719,"gmtCreate":1633475237176,"gmtModify":1633475237394,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>go upagain","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>go upagain","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$go upagain","images":[{"img":"https://static.tigerbbs.com/6ab126723fbfe1cdb4394cc12b8a6202","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829387719","isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":868765114,"gmtCreate":1632706294738,"gmtModify":1632798431893,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Still not too late","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Still not too late","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Still not too late","images":[{"img":"https://static.tigerbbs.com/527d8b979fdc801e9d3e83db51739857","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868765114","isVote":1,"tweetType":1,"viewCount":2152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":868762140,"gmtCreate":1632706242880,"gmtModify":1632798432995,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Good time to buy","listText":"Good time to buy","text":"Good time to buy","images":[{"img":"https://static.tigerbbs.com/0f900fd1e1124593e3bfec0cbd48c163","width":"1125","height":"2893"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868762140","isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":860536017,"gmtCreate":1632187220739,"gmtModify":1632802216074,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Good good","listText":"Good good","text":"Good good","images":[{"img":"https://static.tigerbbs.com/613119241b6f5f9759b1b1b5ecb7b64f","width":"1125","height":"3871"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860536017","isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":860531833,"gmtCreate":1632187173122,"gmtModify":1632802217303,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Go on","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Go on","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Go on","images":[{"img":"https://static.tigerbbs.com/3cd24feee5ee73e0eadf9c8af29dcc83","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860531833","isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":860539256,"gmtCreate":1632187038175,"gmtModify":1632802219036,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","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/860539256","repostId":"2169681422","repostType":4,"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815001022,"gmtCreate":1630628030266,"gmtModify":1632469798308,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089109132462390","authorIdStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Going up again","listText":"Going up again","text":"Going up again","images":[{"img":"https://static.tigerbbs.com/5ad33eb1fd574ad8460c902c6a4552f7","width":"1125","height":"3871"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815001022","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":837048348,"gmtCreate":1629850004484,"gmtModify":1633682024099,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089109132462390","idStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/837048348","repostId":"2162087564","repostType":4,"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836363131,"gmtCreate":1629456428223,"gmtModify":1633684721562,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089109132462390","idStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/836363131","repostId":"2160716324","repostType":4,"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":868765114,"gmtCreate":1632706294738,"gmtModify":1632798431893,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089109132462390","idStr":"4089109132462390"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Still not too late","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Still not too late","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Still not too late","images":[{"img":"https://static.tigerbbs.com/527d8b979fdc801e9d3e83db51739857","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868765114","isVote":1,"tweetType":1,"viewCount":2152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":822832378,"gmtCreate":1634112287854,"gmtModify":1634112287922,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089109132462390","idStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/822832378","repostId":"1104360269","repostType":4,"repost":{"id":"1104360269","kind":"news","pubTimestamp":1634112030,"share":"https://www.laohunote.com/m/news/1104360269?lang=zh_CN&edition=full","pubTime":"2021-10-13 16:00","market":"us","language":"en","title":"Wall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示:逢低买入这3只纳斯达克股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104360269","media":"TheStreet","summary":"Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should in","content":"<p>Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should investors take the opportunity to buy the dip?</p><p><blockquote>华尔街模因列出了过去 52 周内表现最差的三只纳斯达克 100 指数股票。投资者该不该趁机抄底?</blockquote></p><p> The Nasdaq 100 has risen 28% in the last 12 months. The tech-rich index includes some of the most well-known companies listed on the US stock exchange, from Apple to Amazon and beyond. In the last five years, the Nasdaq’s value has jumped an astounding 209%.</p><p><blockquote>纳斯达克100指数在过去12个月里上涨了28%。这个科技丰富的指数包括一些在美国证券交易所上市的最知名的公司,从苹果到亚马逊等等。在过去五年中,纳斯达克的价值跃升了 209%,令人震惊。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac32321c1c19691dfb6a4cdb6dc89091\" tg-width=\"672\" tg-height=\"481\" width=\"100%\" height=\"auto\"><span>Figure 1: Nasdaq Invesco QQQ performance in the past 5 years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:纳斯达克景顺QQQ近5年表现。</span></p></blockquote></p><p> In its search for good deals, Wall Street Memes looked at the worst performing Nasdaq 100 stocks in the last 52 weeks. Could negative momentum give way to bargain hunting and turn some of these stock into winners in the foreseeable future? Below are three potential buy-on-dip ideas.</p><p><blockquote>为了寻找好的交易,华尔街迷因研究了过去 52 周内表现最差的纳斯达克 100 指数股票。在可预见的未来,负面势头能否让位于抄底并将其中一些股票变成赢家?以下是三个潜在的逢低买入想法。</blockquote></p><p> <b>#3 Vertex Pharmaceuticals - $VRTX</b></p><p><blockquote><b>#3 顶点制药 - $VRTX</b></blockquote></p><p> The $46 billion market cap pharmaceutical company develops and markets therapies for treating cystic fibrosis. <b>VRTX</b> stock has been down 22% year-to-date and is currently priced at $179 at last check. Wall Street consensus on the stock is a moderate buy. Based on 13 reports in the last three months, the price target consensus of $245 suggests 37% upside potential.</p><p><blockquote>这家市值达 460 亿美元的制药公司开发并销售治疗囊性纤维化的疗法。<b>VRTX</b>今年迄今为止,该股已下跌 22%,上次检查时目前价格为 179 美元。华尔街对该股的共识是适度买入。根据过去三个月的 13 份报告,245 美元的目标价共识表明有 37% 的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ca3ea7d3f8df55881c3873f461b4318\" tg-width=\"677\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Figure 2: VRTX performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2:VRTX 年初至今的性能。</span></p></blockquote></p><p> Bearishness has been well presented by research company Stifel. After downgrading the stock from buy to neutral, the skeptical analyst assigned high market risk for the company’s drug pipeline, given that Vertex is a $50 billion company and its next programs are “unlikely to be narrative changing”.</p><p><blockquote>研究公司 Stifel 很好地表达了悲观情绪。在将该股评级从买入下调至中性后,这位持怀疑态度的分析师认为该公司的药品管道存在很高的市场风险,因为 Vertex 是一家市值 500 亿美元的公司,其下一步计划 “不太可能改变叙事”。</blockquote></p><p> On the other hand, Piper Sandler analyst recommended the stock a couple of months ago and bumped his price target on VRTX to $323 from $261. He attributed his bullishness in part to transformational drug Trikafta and convictions that the company would beat on earnings.</p><p><blockquote>另一方面,Piper Sandler 分析师几个月前推荐了该股,并将 VRTX 的目标价从 261 美元上调至 323 美元。他将自己的乐观情绪部分归因于变革性药物 Trikafta,以及对该公司盈利将超越的信念。</blockquote></p><p> <b>#2 Peloton Interactive - $PTON</b></p><p><blockquote><b>#2 Peloton Interactive - $PTON</b></blockquote></p><p> The company, which provides interactive fitness products and subscriptions, was a pandemic darling last year. In 2021, however, the stock has been struggling.<b>PTON</b> stock has been down 41% year-to-date and is currently priced at $86 at last check.</p><p><blockquote>该公司提供互动健身产品和订阅服务,去年是疫情的宠儿。然而,2021年,该股一直在苦苦挣扎。<b>普顿</b>今年迄今为止,该股已下跌 41%,上次检查时目前价格为 86 美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ef56058e86dac52ed1bec3a0acc19a\" tg-width=\"664\" tg-height=\"492\" width=\"100%\" height=\"auto\"><span>Figure 3: PTON performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3:PTON 年初至今的表现。</span></p></blockquote></p><p> Despite poor momentum, Wall Street believes that this could be a good time to invest in Peloton stock. The $26 billion market cap company has a buy consensus and a $127 price target that points at 47% upside, based on 22 reports issued in the last three months.</p><p><blockquote>尽管势头不佳,但华尔街认为这可能是投资 Peloton 股票的好时机。根据过去三个月发布的 22 份报告,这家市值 260 亿美元的公司获得了买入共识,目标价为 127 美元,上涨空间为 47%。</blockquote></p><p> The bear case is explained by UBS and is backed up by analysis on valuation that is arguably stretched. Analyst Eric Sheridan has recentlyreiterateda sell rating on the stock, forecasting a $70 price on PTON for 18% downside.</p><p><blockquote>瑞银解释了熊市的情况,并得到了可以说是夸张的估值分析的支持。分析师埃里克·谢里丹 (Eric Sheridan) 最近重申了该股的卖出评级,预测 PTON 价格为 70 美元,下跌 18%。</blockquote></p><p> <i>\"The stock’s appreciation to more than 17% over two days implies close to $1.2B of sales that the market is assigning to the opportunity based on where the stock is trading on 2023 EV-to-sales average multiple of 4.2x. Street expects 2023 connected fitness subscribers of around 5.06 million. This implies roughly $240 of spend per subscriber per year.\"</i> On the bullish side, Barclays analyst Mario Lu justified the recent miss in gross margins on higher-than-expected refunds from the Tread recall along with continued increase in shipping costs. Bullishness is reiterated due to fiscal 2022 now being seen as an investment year, as Peloton looks to plow money aggressively into both marketing and R&D – which the analyst believes to be the right long-term decision. He has a buy rating on PTON and 50% upside opportunity.</p><p><blockquote><i>“该股在两天内升值超过 17%,这意味着根据该股的交易价格,市场将为 The opportunity 分配近 12 亿美元的销售额,2023 年 EV 与销售额的平均倍数为 4.2 倍。Street 预计 2023 年的互联健身用户将达到约 506 万。这意味着每个用户每年的支出约为 240 美元”。</i>从乐观的角度来看,巴克莱分析师马里奥·卢 (Mario Lu) 解释了最近毛利率下降的原因是胎面召回的退款高于预期以及运输成本持续增加。由于 2022 财年现在被视为投资年,乐观情绪再次得到重申,因为 Peloton 希望积极将资金投入营销和研发——分析师认为这是正确的长期决定。他对 PTON 给予买入评级,上涨机会为 50%。</blockquote></p><p> Lastly, famed investor Cathie Wood purchased a sizeable batch of PTON stock a few days ago. Wood’s Ark fund bought the dip as the company missed earnings estimates, and it currently owns 1.7 million shares of PTON that are worth $172 million.</p><p><blockquote>最后,著名投资者 Cathie Wood 几天前购买了大量 PTON 股票。伍德的方舟基金逢低买入,因为该公司未能达到盈利预期,目前该公司持有 170 万股 PTON 股票,价值 1.72 亿美元。</blockquote></p><p> <b>#1 Pinduoduo Inc. - $PDD</b></p><p><blockquote><b>#1 拼多多 - $PDD</b></blockquote></p><p> This Shanghai-based e-commerce operator <b>PDD</b> saw its stock drop more than 42% year-to-date – shares are currently valued at $96 at last check. The $118 billion market cap company is a strong buy according to Wall Street and is expected to recover 42% over the next twelve months. With a consensus price target of $137 forecasted by nine sell-side analysts over the last three months, Pinduoduo is believed to be undervalued.</p><p><blockquote>这家总部位于上海的电子商务运营商<b>PDD</b>今年迄今为止,其股价已下跌超过 42%——上次检查时,股价目前为 96 美元。据华尔街称,这家市值达 1180 亿美元的公司值得强力买入,预计未来 12 个月将恢复 42%。过去三个月,九位卖方分析师预测拼多多的一致目标价为 137 美元,因此被认为被低估。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c71aaf3f1c288906054fc28ee7ff545\" tg-width=\"667\" tg-height=\"485\" width=\"100%\" height=\"auto\"><span>Figure 4: PDD performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 4:年初至今的 PDD 表现。</span></p></blockquote></p><p> China Renaissance analyst Nicky Ge forecasts $150 share price and attributes PDD’s recent stock weakness partly on market expectations for 2021 gross merchandising value growth. The analyst also added the following commentary:</p><p><blockquote>华兴资本分析师 Nicky Ge 预测股价为 150 美元,并将 PDD 近期股价疲软的部分原因归因于市场对 2021 年商品总价值增长的预期。分析师还补充了以下评论:</blockquote></p><p> <i>“Given a lackluster recovery in China’s internet retailing market in 1H21, we forecast PDD to deliver 43% and 40% YoY gross merchandising value growth in 2Q21E and 2021E, respectively, compared to 66% YoY growth in 2020.”</i> Two months ago, Benchmark analyst Fawne Jiang lowered his PDD price target to $156 from $176. Mixed Q2 results, headlined by an “outsized beat on earnings although revenue missed mainly as a result of 1P sales fluctuations”, were to blame. However, the analyst is incrementally more bullish on the company's long-term earnings potential and believes that investing in the next sustainable moat is strategically important for long-term growth.</p><p><blockquote><i>“鉴于中国互联网零售市场在 21 年上半年的复苏乏力,我们预测 PDD 在 21 年第二季度和 2021 年第二季度的总商品价值将分别实现 43% 和 40% 的同比增长,而 2020 年的同比增长为 66%。”</i>两个月前,Benchmark 分析师 Fawne Jiang 将 PDD 目标价从 176 美元下调至 156 美元。第二季度业绩喜忧参半,其头条新闻是 “尽管收入下降主要是由于 1 便士的销售额波动,但盈利却大幅增长”,这是罪魁祸首。然而,分析师越来越看好该公司的长期盈利潜力,并认为投资下一个可持续护城河对于长期增长具有重要的战略意义。</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>Wall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示:逢低买入这3只纳斯达克股票</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\">\nWall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示:逢低买入这3只纳斯达克股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-13 16:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should investors take the opportunity to buy the dip?</p><p><blockquote>华尔街模因列出了过去 52 周内表现最差的三只纳斯达克 100 指数股票。投资者该不该趁机抄底?</blockquote></p><p> The Nasdaq 100 has risen 28% in the last 12 months. The tech-rich index includes some of the most well-known companies listed on the US stock exchange, from Apple to Amazon and beyond. In the last five years, the Nasdaq’s value has jumped an astounding 209%.</p><p><blockquote>纳斯达克100指数在过去12个月里上涨了28%。这个科技丰富的指数包括一些在美国证券交易所上市的最知名的公司,从苹果到亚马逊等等。在过去五年中,纳斯达克的价值跃升了 209%,令人震惊。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac32321c1c19691dfb6a4cdb6dc89091\" tg-width=\"672\" tg-height=\"481\" width=\"100%\" height=\"auto\"><span>Figure 1: Nasdaq Invesco QQQ performance in the past 5 years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:纳斯达克景顺QQQ近5年表现。</span></p></blockquote></p><p> In its search for good deals, Wall Street Memes looked at the worst performing Nasdaq 100 stocks in the last 52 weeks. Could negative momentum give way to bargain hunting and turn some of these stock into winners in the foreseeable future? Below are three potential buy-on-dip ideas.</p><p><blockquote>为了寻找好的交易,华尔街迷因研究了过去 52 周内表现最差的纳斯达克 100 指数股票。在可预见的未来,负面势头能否让位于抄底并将其中一些股票变成赢家?以下是三个潜在的逢低买入想法。</blockquote></p><p> <b>#3 Vertex Pharmaceuticals - $VRTX</b></p><p><blockquote><b>#3 顶点制药 - $VRTX</b></blockquote></p><p> The $46 billion market cap pharmaceutical company develops and markets therapies for treating cystic fibrosis. <b>VRTX</b> stock has been down 22% year-to-date and is currently priced at $179 at last check. Wall Street consensus on the stock is a moderate buy. Based on 13 reports in the last three months, the price target consensus of $245 suggests 37% upside potential.</p><p><blockquote>这家市值达 460 亿美元的制药公司开发并销售治疗囊性纤维化的疗法。<b>VRTX</b>今年迄今为止,该股已下跌 22%,上次检查时目前价格为 179 美元。华尔街对该股的共识是适度买入。根据过去三个月的 13 份报告,245 美元的目标价共识表明有 37% 的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ca3ea7d3f8df55881c3873f461b4318\" tg-width=\"677\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Figure 2: VRTX performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2:VRTX 年初至今的性能。</span></p></blockquote></p><p> Bearishness has been well presented by research company Stifel. After downgrading the stock from buy to neutral, the skeptical analyst assigned high market risk for the company’s drug pipeline, given that Vertex is a $50 billion company and its next programs are “unlikely to be narrative changing”.</p><p><blockquote>研究公司 Stifel 很好地表达了悲观情绪。在将该股评级从买入下调至中性后,这位持怀疑态度的分析师认为该公司的药品管道存在很高的市场风险,因为 Vertex 是一家市值 500 亿美元的公司,其下一步计划 “不太可能改变叙事”。</blockquote></p><p> On the other hand, Piper Sandler analyst recommended the stock a couple of months ago and bumped his price target on VRTX to $323 from $261. He attributed his bullishness in part to transformational drug Trikafta and convictions that the company would beat on earnings.</p><p><blockquote>另一方面,Piper Sandler 分析师几个月前推荐了该股,并将 VRTX 的目标价从 261 美元上调至 323 美元。他将自己的乐观情绪部分归因于变革性药物 Trikafta,以及对该公司盈利将超越的信念。</blockquote></p><p> <b>#2 Peloton Interactive - $PTON</b></p><p><blockquote><b>#2 Peloton Interactive - $PTON</b></blockquote></p><p> The company, which provides interactive fitness products and subscriptions, was a pandemic darling last year. In 2021, however, the stock has been struggling.<b>PTON</b> stock has been down 41% year-to-date and is currently priced at $86 at last check.</p><p><blockquote>该公司提供互动健身产品和订阅服务,去年是疫情的宠儿。然而,2021年,该股一直在苦苦挣扎。<b>普顿</b>今年迄今为止,该股已下跌 41%,上次检查时目前价格为 86 美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ef56058e86dac52ed1bec3a0acc19a\" tg-width=\"664\" tg-height=\"492\" width=\"100%\" height=\"auto\"><span>Figure 3: PTON performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3:PTON 年初至今的表现。</span></p></blockquote></p><p> Despite poor momentum, Wall Street believes that this could be a good time to invest in Peloton stock. The $26 billion market cap company has a buy consensus and a $127 price target that points at 47% upside, based on 22 reports issued in the last three months.</p><p><blockquote>尽管势头不佳,但华尔街认为这可能是投资 Peloton 股票的好时机。根据过去三个月发布的 22 份报告,这家市值 260 亿美元的公司获得了买入共识,目标价为 127 美元,上涨空间为 47%。</blockquote></p><p> The bear case is explained by UBS and is backed up by analysis on valuation that is arguably stretched. Analyst Eric Sheridan has recentlyreiterateda sell rating on the stock, forecasting a $70 price on PTON for 18% downside.</p><p><blockquote>瑞银解释了熊市的情况,并得到了可以说是夸张的估值分析的支持。分析师埃里克·谢里丹 (Eric Sheridan) 最近重申了该股的卖出评级,预测 PTON 价格为 70 美元,下跌 18%。</blockquote></p><p> <i>\"The stock’s appreciation to more than 17% over two days implies close to $1.2B of sales that the market is assigning to the opportunity based on where the stock is trading on 2023 EV-to-sales average multiple of 4.2x. Street expects 2023 connected fitness subscribers of around 5.06 million. This implies roughly $240 of spend per subscriber per year.\"</i> On the bullish side, Barclays analyst Mario Lu justified the recent miss in gross margins on higher-than-expected refunds from the Tread recall along with continued increase in shipping costs. Bullishness is reiterated due to fiscal 2022 now being seen as an investment year, as Peloton looks to plow money aggressively into both marketing and R&D – which the analyst believes to be the right long-term decision. He has a buy rating on PTON and 50% upside opportunity.</p><p><blockquote><i>“该股在两天内升值超过 17%,这意味着根据该股的交易价格,市场将为 The opportunity 分配近 12 亿美元的销售额,2023 年 EV 与销售额的平均倍数为 4.2 倍。Street 预计 2023 年的互联健身用户将达到约 506 万。这意味着每个用户每年的支出约为 240 美元”。</i>从乐观的角度来看,巴克莱分析师马里奥·卢 (Mario Lu) 解释了最近毛利率下降的原因是胎面召回的退款高于预期以及运输成本持续增加。由于 2022 财年现在被视为投资年,乐观情绪再次得到重申,因为 Peloton 希望积极将资金投入营销和研发——分析师认为这是正确的长期决定。他对 PTON 给予买入评级,上涨机会为 50%。</blockquote></p><p> Lastly, famed investor Cathie Wood purchased a sizeable batch of PTON stock a few days ago. Wood’s Ark fund bought the dip as the company missed earnings estimates, and it currently owns 1.7 million shares of PTON that are worth $172 million.</p><p><blockquote>最后,著名投资者 Cathie Wood 几天前购买了大量 PTON 股票。伍德的方舟基金逢低买入,因为该公司未能达到盈利预期,目前该公司持有 170 万股 PTON 股票,价值 1.72 亿美元。</blockquote></p><p> <b>#1 Pinduoduo Inc. - $PDD</b></p><p><blockquote><b>#1 拼多多 - $PDD</b></blockquote></p><p> This Shanghai-based e-commerce operator <b>PDD</b> saw its stock drop more than 42% year-to-date – shares are currently valued at $96 at last check. The $118 billion market cap company is a strong buy according to Wall Street and is expected to recover 42% over the next twelve months. With a consensus price target of $137 forecasted by nine sell-side analysts over the last three months, Pinduoduo is believed to be undervalued.</p><p><blockquote>这家总部位于上海的电子商务运营商<b>PDD</b>今年迄今为止,其股价已下跌超过 42%——上次检查时,股价目前为 96 美元。据华尔街称,这家市值达 1180 亿美元的公司值得强力买入,预计未来 12 个月将恢复 42%。过去三个月,九位卖方分析师预测拼多多的一致目标价为 137 美元,因此被认为被低估。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c71aaf3f1c288906054fc28ee7ff545\" tg-width=\"667\" tg-height=\"485\" width=\"100%\" height=\"auto\"><span>Figure 4: PDD performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 4:年初至今的 PDD 表现。</span></p></blockquote></p><p> China Renaissance analyst Nicky Ge forecasts $150 share price and attributes PDD’s recent stock weakness partly on market expectations for 2021 gross merchandising value growth. The analyst also added the following commentary:</p><p><blockquote>华兴资本分析师 Nicky Ge 预测股价为 150 美元,并将 PDD 近期股价疲软的部分原因归因于市场对 2021 年商品总价值增长的预期。分析师还补充了以下评论:</blockquote></p><p> <i>“Given a lackluster recovery in China’s internet retailing market in 1H21, we forecast PDD to deliver 43% and 40% YoY gross merchandising value growth in 2Q21E and 2021E, respectively, compared to 66% YoY growth in 2020.”</i> Two months ago, Benchmark analyst Fawne Jiang lowered his PDD price target to $156 from $176. Mixed Q2 results, headlined by an “outsized beat on earnings although revenue missed mainly as a result of 1P sales fluctuations”, were to blame. However, the analyst is incrementally more bullish on the company's long-term earnings potential and believes that investing in the next sustainable moat is strategically important for long-term growth.</p><p><blockquote><i>“鉴于中国互联网零售市场在 21 年上半年的复苏乏力,我们预测 PDD 在 21 年第二季度和 2021 年第二季度的总商品价值将分别实现 43% 和 40% 的同比增长,而 2020 年的同比增长为 66%。”</i>两个月前,Benchmark 分析师 Fawne Jiang 将 PDD 目标价从 176 美元下调至 156 美元。第二季度业绩喜忧参半,其头条新闻是 “尽管收入下降主要是由于 1 便士的销售额波动,但盈利却大幅增长”,这是罪魁祸首。然而,分析师越来越看好该公司的长期盈利潜力,并认为投资下一个可持续护城河对于长期增长具有重要的战略意义。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/memestocks/other-memes/wall-street-says-buy-these-3-nasdaq-stocks-on-the-dip\">TheStreet</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":{"VRTX":"福泰制药","PTON":"Peloton Interactive, Inc.","PDD":"拼多多","QQQ":"纳指100ETF"},"source_url":"https://www.thestreet.com/memestocks/other-memes/wall-street-says-buy-these-3-nasdaq-stocks-on-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104360269","content_text":"Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should investors take the opportunity to buy the dip?\nThe Nasdaq 100 has risen 28% in the last 12 months. The tech-rich index includes some of the most well-known companies listed on the US stock exchange, from Apple to Amazon and beyond. In the last five years, the Nasdaq’s value has jumped an astounding 209%.\nFigure 1: Nasdaq Invesco QQQ performance in the past 5 years.\nIn its search for good deals, Wall Street Memes looked at the worst performing Nasdaq 100 stocks in the last 52 weeks. Could negative momentum give way to bargain hunting and turn some of these stock into winners in the foreseeable future? Below are three potential buy-on-dip ideas.\n#3 Vertex Pharmaceuticals - $VRTX\nThe $46 billion market cap pharmaceutical company develops and markets therapies for treating cystic fibrosis. VRTX stock has been down 22% year-to-date and is currently priced at $179 at last check. Wall Street consensus on the stock is a moderate buy. Based on 13 reports in the last three months, the price target consensus of $245 suggests 37% upside potential.\nFigure 2: VRTX performance year-to-date.\nBearishness has been well presented by research company Stifel. After downgrading the stock from buy to neutral, the skeptical analyst assigned high market risk for the company’s drug pipeline, given that Vertex is a $50 billion company and its next programs are “unlikely to be narrative changing”.\nOn the other hand, Piper Sandler analyst recommended the stock a couple of months ago and bumped his price target on VRTX to $323 from $261. He attributed his bullishness in part to transformational drug Trikafta and convictions that the company would beat on earnings.\n#2 Peloton Interactive - $PTON\nThe company, which provides interactive fitness products and subscriptions, was a pandemic darling last year. In 2021, however, the stock has been struggling.PTON stock has been down 41% year-to-date and is currently priced at $86 at last check.\nFigure 3: PTON performance year-to-date.\nDespite poor momentum, Wall Street believes that this could be a good time to invest in Peloton stock. The $26 billion market cap company has a buy consensus and a $127 price target that points at 47% upside, based on 22 reports issued in the last three months.\nThe bear case is explained by UBS and is backed up by analysis on valuation that is arguably stretched. Analyst Eric Sheridan has recentlyreiterateda sell rating on the stock, forecasting a $70 price on PTON for 18% downside.\n\n\"The stock’s appreciation to more than 17% over two days implies close to $1.2B of sales that the market is assigning to the opportunity based on where the stock is trading on 2023 EV-to-sales average multiple of 4.2x. Street expects 2023 connected fitness subscribers of around 5.06 million. This implies roughly $240 of spend per subscriber per year.\"\n\nOn the bullish side, Barclays analyst Mario Lu justified the recent miss in gross margins on higher-than-expected refunds from the Tread recall along with continued increase in shipping costs. Bullishness is reiterated due to fiscal 2022 now being seen as an investment year, as Peloton looks to plow money aggressively into both marketing and R&D – which the analyst believes to be the right long-term decision. He has a buy rating on PTON and 50% upside opportunity.\nLastly, famed investor Cathie Wood purchased a sizeable batch of PTON stock a few days ago. Wood’s Ark fund bought the dip as the company missed earnings estimates, and it currently owns 1.7 million shares of PTON that are worth $172 million.\n#1 Pinduoduo Inc. - $PDD\nThis Shanghai-based e-commerce operator PDD saw its stock drop more than 42% year-to-date – shares are currently valued at $96 at last check. The $118 billion market cap company is a strong buy according to Wall Street and is expected to recover 42% over the next twelve months. With a consensus price target of $137 forecasted by nine sell-side analysts over the last three months, Pinduoduo is believed to be undervalued.\nFigure 4: PDD performance year-to-date.\nChina Renaissance analyst Nicky Ge forecasts $150 share price and attributes PDD’s recent stock weakness partly on market expectations for 2021 gross merchandising value growth. The analyst also added the following commentary:\n\n“Given a lackluster recovery in China’s internet retailing market in 1H21, we forecast PDD to deliver 43% and 40% YoY gross merchandising value growth in 2Q21E and 2021E, respectively, compared to 66% YoY growth in 2020.”\n\nTwo months ago, Benchmark analyst Fawne Jiang lowered his PDD price target to $156 from $176. Mixed Q2 results, headlined by an “outsized beat on earnings although revenue missed mainly as a result of 1P sales fluctuations”, were to blame. However, the analyst is incrementally more bullish on the company's long-term earnings potential and believes that investing in the next sustainable moat is strategically important for long-term growth.","news_type":1,"symbols_score_info":{"PTON":0.9,"PDD":0.9,"VRTX":0.9,"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":4829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818088045,"gmtCreate":1630366269487,"gmtModify":1704959056491,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089109132462390","idStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/818088045","repostId":"2163359758","repostType":4,"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816734409,"gmtCreate":1630535001901,"gmtModify":1631885195321,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089109132462390","idStr":"4089109132462390"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Good time to buy more","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Good time to buy more","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Good time to buy more","images":[{"img":"https://static.tigerbbs.com/2a96ffd431ebe43cd1f1e43c3522eb38","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816734409","isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":816099421,"gmtCreate":1630453857663,"gmtModify":1633678003112,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089109132462390","idStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/816099421","repostId":"2164869989","repostType":4,"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818084362,"gmtCreate":1630366420356,"gmtModify":1704959063395,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089109132462390","idStr":"4089109132462390"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Good choice","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Good choice","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Good choice","images":[{"img":"https://static.tigerbbs.com/8c0ec4d5a4184f1daa19ba6299400185","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818084362","isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":834964439,"gmtCreate":1629767633521,"gmtModify":1633682600626,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089109132462390","idStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/834964439","repostId":"1164085380","repostType":4,"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892972065,"gmtCreate":1628637404257,"gmtModify":1633745607740,"author":{"id":"4089109132462390","authorId":"4089109132462390","name":"6a514728","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089109132462390","idStr":"4089109132462390"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892972065","repostId":"2158035654","repostType":4,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}