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KolinRRJ
2021-11-11
$Palantir Technologies Inc.(PLTR)$
go on dipping so I can exercise my put option 😉
KolinRRJ
2021-11-11
$Palantir Technologies Inc.(PLTR)$
noises! Still high conviction with this one.
KolinRRJ
2021-11-06
$Palantir Technologies Inc.(PLTR)$
earnings around the corner. Brace for impact 😁
KolinRRJ
2021-11-04
$ARK Innovation ETF(ARKK)$
waiting to let go
KolinRRJ
2021-11-04
$Roundhill Ball Metaverse ETF(META)$
the future!
KolinRRJ
2021-11-02
$XPeng Inc.(XPEV)$
a new hope
KolinRRJ
2021-10-28
$Apple(AAPL)$
finally it's moving!
KolinRRJ
2021-10-26
$XPeng Inc.(XPEV)$
😁
KolinRRJ
2021-10-26
$Tesla Motors(TSLA)$
🤔
KolinRRJ
2021-10-25
$Tesla Motors(TSLA)$
missed out 😭
KolinRRJ
2021-10-25
$Palantir Technologies Inc.(PLTR)$
a hype?
KolinRRJ
2021-10-24
$New Oriental Education & Technology(EDU)$
hanging tough!
KolinRRJ
2021-10-23
$8I Holdings Ltd(8IH.AU)$
💃
KolinRRJ
2021-10-23
$Apple(AAPL)$
gift that keeps on giving
KolinRRJ
2021-10-23
$Roundhill Ball Metaverse ETF(META)$
for when you don't have that much capital and too many good companies to choose!
KolinRRJ
2021-10-22
$XPeng Inc.(XPEV)$
😁
KolinRRJ
2021-10-22
$Unity Software Inc.(U)$
love its vertical growth on non games areas
KolinRRJ
2021-10-20
$Unity Software Inc.(U)$
wait for me!!!
KolinRRJ
2021-10-09
$Roundhill Ball Metaverse ETF(META)$
spreading risks
KolinRRJ
2021-10-08
$8I Holdings Ltd(8IH.AU)$
waiting....
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ETF(ARKK)$waiting to let go","images":[{"img":"https://static.tigerbbs.com/9cc839b1e0c9cf43b637f4c1695a423f","width":"1080","height":"2126"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848942085","isVote":1,"tweetType":1,"viewCount":3660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848946342,"gmtCreate":1635956993786,"gmtModify":1635958793987,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089691390674800","authorIdStr":"4089691390674800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Roundhill Ball Metaverse ETF(META)$</a>the future!","listText":"<a href=\"https://laohu8.com/S/META\">$Roundhill Ball Metaverse ETF(META)$</a>the future!","text":"$Roundhill Ball Metaverse ETF(META)$the future!","images":[{"img":"https://static.tigerbbs.com/1f30b49e055537c6095861d79da71967","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848946342","isVote":1,"tweetType":1,"viewCount":4224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843685191,"gmtCreate":1635824049766,"gmtModify":1635824049766,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089691390674800","authorIdStr":"4089691390674800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>a new hope","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>a new hope","text":"$XPeng Inc.(XPEV)$a new hope","images":[{"img":"https://static.tigerbbs.com/2db3013242556f3a2bbc6d7b4ca411fe","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843685191","isVote":1,"tweetType":1,"viewCount":3460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854160607,"gmtCreate":1635428440857,"gmtModify":1635428440857,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089691390674800","authorIdStr":"4089691390674800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>finally it's moving!","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>finally it's moving!","text":"$Apple(AAPL)$finally it's moving!","images":[{"img":"https://static.tigerbbs.com/f1f8a5f7f834d31b67eb239b6c01647d","width":"1080","height":"2126"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854160607","isVote":1,"tweetType":1,"viewCount":4057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":856750209,"gmtCreate":1635215501559,"gmtModify":1635215501559,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089691390674800","authorIdStr":"4089691390674800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>😁","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>😁","text":"$XPeng Inc.(XPEV)$😁","images":[{"img":"https://static.tigerbbs.com/85f2df3a5b00cb224fd320e3ff59cec5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856750209","isVote":1,"tweetType":1,"viewCount":3874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":856727089,"gmtCreate":1635215367746,"gmtModify":1635215367746,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089691390674800","authorIdStr":"4089691390674800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>🤔","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>🤔","text":"$Tesla Motors(TSLA)$🤔","images":[{"img":"https://static.tigerbbs.com/8aa44d1a70fef432ae769fb5a130073c","width":"1080","height":"2213"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856727089","isVote":1,"tweetType":1,"viewCount":4218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":856146974,"gmtCreate":1635164388994,"gmtModify":1635164388994,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089691390674800","authorIdStr":"4089691390674800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>missed out 😭","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>missed out 😭","text":"$Tesla Motors(TSLA)$missed out 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hype?","images":[{"img":"https://static.tigerbbs.com/a2e1ce6cad0865a997b1048a17e06260","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856148405","isVote":1,"tweetType":1,"viewCount":1798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":858655254,"gmtCreate":1635048184614,"gmtModify":1635048184614,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089691390674800","authorIdStr":"4089691390674800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/EDU\">$New Oriental Education & Technology(EDU)$</a>hanging tough!","listText":"<a href=\"https://laohu8.com/S/EDU\">$New Oriental Education & Technology(EDU)$</a>hanging tough!","text":"$New 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href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>wait for me!!!","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>wait for me!!!","text":"$Unity Software Inc.(U)$wait for me!!!","images":[{"img":"https://static.tigerbbs.com/875c6f19f2d3b698f13e1738123d365b","width":"1080","height":"2213"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859276308","isVote":1,"tweetType":1,"viewCount":1871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":821446931,"gmtCreate":1633780450601,"gmtModify":1633780450601,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089691390674800","authorIdStr":"4089691390674800"},"themes":[],"title":"","htmlText":"<a 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Ltd(8IH.AU)$waiting....","images":[{"img":"https://static.tigerbbs.com/4deec75bc0566916360e96a85acb008d","width":"1080","height":"2013"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823737858","isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":888563595,"gmtCreate":1631508517217,"gmtModify":1631508517217,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089691390674800","idStr":"4089691390674800"},"themes":[],"title":"","htmlText":"Expensive to enter","listText":"Expensive to enter","text":"Expensive to enter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/888563595","repostId":"2166377033","repostType":4,"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":858312893,"gmtCreate":1634978429839,"gmtModify":1634978429839,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089691390674800","idStr":"4089691390674800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Roundhill Ball Metaverse ETF(META)$</a>for when you don't have that much capital and too many good companies to choose!","listText":"<a href=\"https://laohu8.com/S/META\">$Roundhill Ball Metaverse ETF(META)$</a>for when you don't have that much capital and too many good companies to choose!","text":"$Roundhill Ball Metaverse ETF(META)$for when you don't have that much capital and too many good companies to choose!","images":[{"img":"https://static.tigerbbs.com/a0af34020867d4d5d0b5dc47c832736f","width":"1080","height":"2213"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858312893","isVote":1,"tweetType":1,"viewCount":1924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":895201946,"gmtCreate":1628743854585,"gmtModify":1628743854585,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089691390674800","idStr":"4089691390674800"},"themes":[],"title":"","htmlText":"Aiya...now only tell. Already scratching here and there due to allergies. Walao!!","listText":"Aiya...now only tell. Already scratching here and there due to allergies. Walao!!","text":"Aiya...now only tell. Already scratching here and there due to allergies. Walao!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/895201946","repostId":"1153877356","repostType":4,"repost":{"id":"1153877356","kind":"news","pubTimestamp":1628738808,"share":"https://www.laohunote.com/m/news/1153877356?lang=zh_CN&edition=full","pubTime":"2021-08-12 11:26","market":"us","language":"en","title":"Why Moderna Stock Crashed Today<blockquote>为什么 Moderna 股票今天暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153877356","media":"The motley fool","summary":"What happened\nShares of Moderna(NASDAQ: MRNA) plunged 15.6% on Wednesday after Europe's drug regulat","content":"<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of <b>Moderna</b>(NASDAQ: MRNA) plunged 15.6% on Wednesday after Europe's drug regulator provided a COVID-19 vaccine-safety update.</p><p><blockquote>股份<b>现代</b>(纳斯达克:MRNA)周三暴跌 15.6%,此前欧洲药品监管机构提供了 COVID-19 疫苗安全性更新。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> The European <a href=\"https://laohu8.com/S/MDCO\">Medicines</a> Agency (EMA) is studying three new conditions reported by a small number of people who received mRNA COVID-19 vaccines provided by Moderna and<b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>.</p><p><blockquote>欧洲人<a href=\"https://laohu8.com/S/MDCO\">药品</a>机构 (EMA) 正在研究少数接受 Moderna 提供的 mRNA COVID-19 疫苗的人报告的三种新情况<b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a></b>.</blockquote></p><p> These conditions include:</p><p><blockquote>这些条件包括:</blockquote></p><p> <ul> <li>Erythema multiforme, an allergic skin reaction.</li> <li>Glomerulonephritis, or kidney inflammation.</li> <li>Nephrotic syndrome, a renal disorder.</li> </ul> The EMA is assessing whether these conditions could be possible side effects of the vaccines.</p><p><blockquote><ul><li>多形性红斑,一种过敏性皮肤反应。</li><li>肾小球肾炎,或肾脏炎症。</li><li>肾病综合征,一种肾脏疾病。</li></ul>EMA正在评估这些情况是否可能是疫苗的副作用。</blockquote></p><p> The information was provided as part of ongoing safety updates the EMA regularly delivers to the public. The EMA did not recommend any changes to the product information displayed on the labels of these vaccines.</p><p><blockquote>这些信息是EMA定期向公众提供的持续安全更新的一部分。EMA不建议对这些疫苗标签上显示的产品信息进行任何更改。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> Analysts had already raised concerns that Moderna's stock price had risen too far, too fast.<b><a href=\"https://laohu8.com/S/BAC\">Bank of America</a></b>analyst Geoff Meacham said on Tuesday that Moderna's nearly $200 billion marketvaluationwas \"ridiculous\" and \"unjustifiable on a fundamental basis.\" Meacham argued that to be worth that much, Moderna would need to deliver between 1 billion and 1.5 billion doses of its coronavirus vaccine each year through 2038. Additionally, Moderna's entire pipeline of experimental drugs would need to prove successful and generate total peak sales of $30 billion.</p><p><blockquote>分析师已经担心 Moderna 的股价上涨太多、太快。<b><a href=\"https://laohu8.com/S/BAC\">美国银行</a></b>分析师杰夫·米查姆 (Geoff Meacham) 周二表示,Moderna 近 2000 亿美元的市值“荒谬”且“从根本上来说是不合理的”。米查姆认为,为了实现这一目标,Moderna 需要在 2038 年之前每年交付 10 亿至 15 亿剂冠状病毒疫苗。此外,Moderna 的整个实验性药物管道需要被证明是成功的,并产生 300 亿美元的总峰值销售额。</blockquote></p><p> Meacham believes those two assumptions are highly unlikely, so he repeated his underperform rating on Moderna's stock and $115 price forecast for its shares. Even after today's plunge, Meacham's price target is still 70% below the stock's current price near $385.</p><p><blockquote>米查姆认为这两个假设极不可能,因此他重申了对 Moderna 股票的跑输评级以及对其股价 115 美元的预测。即使在今天暴跌之后,米查姆的目标价仍比该股目前接近 385 美元的价格低 70%。</blockquote></p><p> Today's news and Meacham's warning appear to have driven many investors to take profits and sell their shares in Moderna.</p><p><blockquote>今天的消息和米查姆的警告似乎促使许多投资者获利了结并出售他们在 Moderna 的股票。</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>Why Moderna Stock Crashed Today<blockquote>为什么 Moderna 股票今天暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Moderna Stock Crashed Today<blockquote>为什么 Moderna 股票今天暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The motley fool</strong><span class=\"h-time small\">2021-08-12 11:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of <b>Moderna</b>(NASDAQ: MRNA) plunged 15.6% on Wednesday after Europe's drug regulator provided a COVID-19 vaccine-safety update.</p><p><blockquote>股份<b>现代</b>(纳斯达克:MRNA)周三暴跌 15.6%,此前欧洲药品监管机构提供了 COVID-19 疫苗安全性更新。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> The European <a href=\"https://laohu8.com/S/MDCO\">Medicines</a> Agency (EMA) is studying three new conditions reported by a small number of people who received mRNA COVID-19 vaccines provided by Moderna and<b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>.</p><p><blockquote>欧洲人<a href=\"https://laohu8.com/S/MDCO\">药品</a>机构 (EMA) 正在研究少数接受 Moderna 提供的 mRNA COVID-19 疫苗的人报告的三种新情况<b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a></b>.</blockquote></p><p> These conditions include:</p><p><blockquote>这些条件包括:</blockquote></p><p> <ul> <li>Erythema multiforme, an allergic skin reaction.</li> <li>Glomerulonephritis, or kidney inflammation.</li> <li>Nephrotic syndrome, a renal disorder.</li> </ul> The EMA is assessing whether these conditions could be possible side effects of the vaccines.</p><p><blockquote><ul><li>多形性红斑,一种过敏性皮肤反应。</li><li>肾小球肾炎,或肾脏炎症。</li><li>肾病综合征,一种肾脏疾病。</li></ul>EMA正在评估这些情况是否可能是疫苗的副作用。</blockquote></p><p> The information was provided as part of ongoing safety updates the EMA regularly delivers to the public. The EMA did not recommend any changes to the product information displayed on the labels of these vaccines.</p><p><blockquote>这些信息是EMA定期向公众提供的持续安全更新的一部分。EMA不建议对这些疫苗标签上显示的产品信息进行任何更改。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> Analysts had already raised concerns that Moderna's stock price had risen too far, too fast.<b><a href=\"https://laohu8.com/S/BAC\">Bank of America</a></b>analyst Geoff Meacham said on Tuesday that Moderna's nearly $200 billion marketvaluationwas \"ridiculous\" and \"unjustifiable on a fundamental basis.\" Meacham argued that to be worth that much, Moderna would need to deliver between 1 billion and 1.5 billion doses of its coronavirus vaccine each year through 2038. Additionally, Moderna's entire pipeline of experimental drugs would need to prove successful and generate total peak sales of $30 billion.</p><p><blockquote>分析师已经担心 Moderna 的股价上涨太多、太快。<b><a href=\"https://laohu8.com/S/BAC\">美国银行</a></b>分析师杰夫·米查姆 (Geoff Meacham) 周二表示,Moderna 近 2000 亿美元的市值“荒谬”且“从根本上来说是不合理的”。米查姆认为,为了实现这一目标,Moderna 需要在 2038 年之前每年交付 10 亿至 15 亿剂冠状病毒疫苗。此外,Moderna 的整个实验性药物管道需要被证明是成功的,并产生 300 亿美元的总峰值销售额。</blockquote></p><p> Meacham believes those two assumptions are highly unlikely, so he repeated his underperform rating on Moderna's stock and $115 price forecast for its shares. Even after today's plunge, Meacham's price target is still 70% below the stock's current price near $385.</p><p><blockquote>米查姆认为这两个假设极不可能,因此他重申了对 Moderna 股票的跑输评级以及对其股价 115 美元的预测。即使在今天暴跌之后,米查姆的目标价仍比该股目前接近 385 美元的价格低 70%。</blockquote></p><p> Today's news and Meacham's warning appear to have driven many investors to take profits and sell their shares in Moderna.</p><p><blockquote>今天的消息和米查姆的警告似乎促使许多投资者获利了结并出售他们在 Moderna 的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/11/why-moderna-stock-crashed-today/\">The motley fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2021/08/11/why-moderna-stock-crashed-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153877356","content_text":"What happened\nShares of Moderna(NASDAQ: MRNA) plunged 15.6% on Wednesday after Europe's drug regulator provided a COVID-19 vaccine-safety update.\nSo what\nThe European Medicines Agency (EMA) is studying three new conditions reported by a small number of people who received mRNA COVID-19 vaccines provided by Moderna andPfizer.\nThese conditions include:\n\nErythema multiforme, an allergic skin reaction.\nGlomerulonephritis, or kidney inflammation.\nNephrotic syndrome, a renal disorder.\n\nThe EMA is assessing whether these conditions could be possible side effects of the vaccines.\nThe information was provided as part of ongoing safety updates the EMA regularly delivers to the public. The EMA did not recommend any changes to the product information displayed on the labels of these vaccines.\nNow what\nAnalysts had already raised concerns that Moderna's stock price had risen too far, too fast.Bank of Americaanalyst Geoff Meacham said on Tuesday that Moderna's nearly $200 billion marketvaluationwas \"ridiculous\" and \"unjustifiable on a fundamental basis.\" Meacham argued that to be worth that much, Moderna would need to deliver between 1 billion and 1.5 billion doses of its coronavirus vaccine each year through 2038. Additionally, Moderna's entire pipeline of experimental drugs would need to prove successful and generate total peak sales of $30 billion.\nMeacham believes those two assumptions are highly unlikely, so he repeated his underperform rating on Moderna's stock and $115 price forecast for its shares. Even after today's plunge, Meacham's price target is still 70% below the stock's current price near $385.\nToday's news and Meacham's warning appear to have driven many investors to take profits and sell their shares in Moderna.","news_type":1,"symbols_score_info":{"BAC":0.9,"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812595795,"gmtCreate":1630593421017,"gmtModify":1630593421017,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089691390674800","idStr":"4089691390674800"},"themes":[],"title":"","htmlText":"Nothing is impossible in stock market!","listText":"Nothing is impossible in stock market!","text":"Nothing is impossible in stock market!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812595795","repostId":"1131318558","repostType":4,"repost":{"id":"1131318558","kind":"news","pubTimestamp":1630591645,"share":"https://www.laohunote.com/m/news/1131318558?lang=zh_CN&edition=full","pubTime":"2021-09-02 22:07","market":"us","language":"en","title":"Bear Attack: Could Apple Stock Really Drop 40%?<blockquote>熊市攻击:苹果股票真的会下跌40%吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131318558","media":"Thestreet","summary":"One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?On the first day of September, one of the rare Wall Street bears on Apple stock finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall ","content":"<p>One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?</p><p><blockquote>两名给予苹果股票卖出评级的华尔街分析师之一认输了。另一位人士仍然认为 AAPL 股价可能会下跌 40%。相当大的下行风险现实吗?</blockquote></p><p> On the first day of September, one of the rare Wall Street bears on Apple stock (<b>AAPL</b>) finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.</p><p><blockquote>9月的第一天,华尔街罕见的空头之一苹果股票(<b>苹果</b>)最终屈服并降低了卖出评级。剩下的最后一只股票仍然预计股价将跌至 90 美元的目标价,损失风险约为 40%。</blockquote></p><p> Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.</p><p><blockquote>新街的皮埃尔-费拉古(Pierre Ferragu)是华尔街仅存的苹果熊,他对看涨期权的看法是否正确?这位苹果专家更仔细地研究了这个论点。</blockquote></p><p> <b>Why bearish on Apple?</b></p><p><blockquote><b>为什么看空苹果?</b></blockquote></p><p> The core of Pierre’s bearish argument seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.</p><p><blockquote>皮埃尔看跌论点的核心似乎是 iPhone。这位分析师将即将到来的设备发布称为 “12S 周期”,认为苹果 iPhone 升级浪潮中最精彩的部分,即所谓的 5G 超级周期,已经被抛在了后视镜里。</blockquote></p><p> New Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:</p><p><blockquote>New Street同意这样的观点,即强劲的iPhone 12周期推动了智能手机销售,留下了未来的需求缺口。有趣的是,这与看涨的韦德布什分析师丹·艾夫斯(Dan Ives)的观点完全相反,他在接受苹果专家采访时说道:</blockquote></p><p> “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.” Still on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.</p><p><blockquote>“华尔街低估的是这个超级周期有多么庞大和漫长。[...]在未来两三年内,5G 不会被完全普及,直到网络建成。在中国(5G 基础设施更加先进),iPhone 12,尤其是更大尺寸的专业版,确实卖得非常好。”Ferragu 先生仍然在 iPhone 上,早在 4 月份就列出了他对 2022 年的期望(我不知道从那时起有任何修订)。他认为 iPhone 出货量将达到 1.9 亿部,这意味着该部门的收入约为 1500 亿美元,比 COVID-19 水平每年小幅增长 5%。</blockquote></p><p> <b>Could AAPL sink 40%?</b></p><p><blockquote><b>苹果能下跌40%吗?</b></blockquote></p><p> Now, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).</p><p><blockquote>现在,让我们动笔。要使苹果股票的估值达到每股 90 美元,需要发生两件事之一:要么财务业绩需要落后于普遍预期,要么估值需要收缩(或两者兼而有之)。</blockquote></p><p> On results,Wall Street currently sees fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.</p><p><blockquote>从业绩来看,华尔街目前预计 2022 财年每股收益将达到 5.63 美元,与迄今为止令人印象深刻的 2021 财年基本持平。因此,AAPL 要想降价 40%,明年的盈利需要大幅低于市场预期,至少低几美元。我觉得这不太可能。</blockquote></p><p> On valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.</p><p><blockquote>根据估值,AAPL 目前的 2021 财年市盈率为 27 倍。假设未来的结果与共识一致,该倍数需要降至 16 倍左右,AAPL 股价才能跌至 90 美元。该股的远期市盈率多年来从未如此之低。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> I find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.</p><p><blockquote>我发现苹果的估值再次达到每股90美元是非常不可能的,如果不是几乎不可能的话。在我看来,在苹果公司过去六个月上涨了 25% 之后,新街目前对该股的目标价已经过时了,这更合理。</blockquote></p><p> Therefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.</p><p><blockquote>因此,如果华尔街最后一位看空苹果公司的人最终(很快?)屈服于他的下行信念,至少在他目前的目标价方面是这样,我不会感到惊讶。</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>Bear Attack: Could Apple Stock Really Drop 40%?<blockquote>熊市攻击:苹果股票真的会下跌40%吗?</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\">\nBear Attack: Could Apple Stock Really Drop 40%?<blockquote>熊市攻击:苹果股票真的会下跌40%吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-09-02 22:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?</p><p><blockquote>两名给予苹果股票卖出评级的华尔街分析师之一认输了。另一位人士仍然认为 AAPL 股价可能会下跌 40%。相当大的下行风险现实吗?</blockquote></p><p> On the first day of September, one of the rare Wall Street bears on Apple stock (<b>AAPL</b>) finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.</p><p><blockquote>9月的第一天,华尔街罕见的空头之一苹果股票(<b>苹果</b>)最终屈服并降低了卖出评级。剩下的最后一只股票仍然预计股价将跌至 90 美元的目标价,损失风险约为 40%。</blockquote></p><p> Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.</p><p><blockquote>新街的皮埃尔-费拉古(Pierre Ferragu)是华尔街仅存的苹果熊,他对看涨期权的看法是否正确?这位苹果专家更仔细地研究了这个论点。</blockquote></p><p> <b>Why bearish on Apple?</b></p><p><blockquote><b>为什么看空苹果?</b></blockquote></p><p> The core of Pierre’s bearish argument seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.</p><p><blockquote>皮埃尔看跌论点的核心似乎是 iPhone。这位分析师将即将到来的设备发布称为 “12S 周期”,认为苹果 iPhone 升级浪潮中最精彩的部分,即所谓的 5G 超级周期,已经被抛在了后视镜里。</blockquote></p><p> New Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:</p><p><blockquote>New Street同意这样的观点,即强劲的iPhone 12周期推动了智能手机销售,留下了未来的需求缺口。有趣的是,这与看涨的韦德布什分析师丹·艾夫斯(Dan Ives)的观点完全相反,他在接受苹果专家采访时说道:</blockquote></p><p> “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.” Still on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.</p><p><blockquote>“华尔街低估的是这个超级周期有多么庞大和漫长。[...]在未来两三年内,5G 不会被完全普及,直到网络建成。在中国(5G 基础设施更加先进),iPhone 12,尤其是更大尺寸的专业版,确实卖得非常好。”Ferragu 先生仍然在 iPhone 上,早在 4 月份就列出了他对 2022 年的期望(我不知道从那时起有任何修订)。他认为 iPhone 出货量将达到 1.9 亿部,这意味着该部门的收入约为 1500 亿美元,比 COVID-19 水平每年小幅增长 5%。</blockquote></p><p> <b>Could AAPL sink 40%?</b></p><p><blockquote><b>苹果能下跌40%吗?</b></blockquote></p><p> Now, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).</p><p><blockquote>现在,让我们动笔。要使苹果股票的估值达到每股 90 美元,需要发生两件事之一:要么财务业绩需要落后于普遍预期,要么估值需要收缩(或两者兼而有之)。</blockquote></p><p> On results,Wall Street currently sees fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.</p><p><blockquote>从业绩来看,华尔街目前预计 2022 财年每股收益将达到 5.63 美元,与迄今为止令人印象深刻的 2021 财年基本持平。因此,AAPL 要想降价 40%,明年的盈利需要大幅低于市场预期,至少低几美元。我觉得这不太可能。</blockquote></p><p> On valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.</p><p><blockquote>根据估值,AAPL 目前的 2021 财年市盈率为 27 倍。假设未来的结果与共识一致,该倍数需要降至 16 倍左右,AAPL 股价才能跌至 90 美元。该股的远期市盈率多年来从未如此之低。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> I find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.</p><p><blockquote>我发现苹果的估值再次达到每股90美元是非常不可能的,如果不是几乎不可能的话。在我看来,在苹果公司过去六个月上涨了 25% 之后,新街目前对该股的目标价已经过时了,这更合理。</blockquote></p><p> Therefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.</p><p><blockquote>因此,如果华尔街最后一位看空苹果公司的人最终(很快?)屈服于他的下行信念,至少在他目前的目标价方面是这样,我不会感到惊讶。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/stock/bear-attack-could-apple-stock-really-drop-40\">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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/bear-attack-could-apple-stock-really-drop-40","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131318558","content_text":"One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?\nOn the first day of September, one of the rare Wall Street bears on Apple stock (AAPL) finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.\nCould New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.\nWhy bearish on Apple?\nThe core of Pierre’s bearish argument seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.\nNew Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:\n\n “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”\n\nStill on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.\nCould AAPL sink 40%?\nNow, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).\nOn results,Wall Street currently sees fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.\nOn valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.\nThe Apple Maven’s take\nI find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.\nTherefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816842943,"gmtCreate":1630490217582,"gmtModify":1630490217582,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089691390674800","idStr":"4089691390674800"},"themes":[],"title":"","htmlText":"Huat ah!! More deliveries than Nio [得意] ","listText":"Huat ah!! More deliveries than Nio [得意] ","text":"Huat ah!! More deliveries than Nio [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816842943","repostId":"1114096205","repostType":4,"repost":{"id":"1114096205","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630488710,"share":"https://www.laohunote.com/m/news/1114096205?lang=zh_CN&edition=full","pubTime":"2021-09-01 17:31","market":"us","language":"en","title":"XPeng shares fell more than 3% in premarket trading<blockquote>小鹏汽车股价在盘前交易中下跌超过3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114096205","media":"Tiger Newspress","summary":"XPeng shares fell more than 3% in premarket trading.\nIn August, XPeng delivered 7,214 Smart EVs, rep","content":"<p>XPeng shares fell more than 3% in premarket trading.</p><p><blockquote>小鹏汽车股价在盘前交易中下跌超过3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/705f7937c59af00c8617a40c5a9fc09b\" tg-width=\"897\" tg-height=\"615\" width=\"100%\" height=\"auto\">In August, XPeng delivered 7,214 Smart EVs, representing a 172% increase year-over-year. Deliveries in August consisted of 6,165 P7s, the Company’s sports smart sedan, and 1,049 G3s, its smart compact SUV.</p><p><blockquote>8月份,小鹏汽车智能电动汽车交付7214辆,同比增长172%。8 月份的交付量包括 6,165 辆该公司的运动型智能轿车 P7 和 1,049 辆智能紧凑型 SUV G3。</blockquote></p><p> 2021 year-to-date deliveries reached 45,992 vehicles, representing a 334% increase year-over-year. P7 deliveries continued to strengthen, achieving a record month in August and a 209% increase year-over-year.</p><p><blockquote>2021年迄今的交付量达到45,992辆,同比增长334%。P7交付量继续走强,8月份创下历史新高,同比增长209%。</blockquote></p><p> In August, the Company began to transition production for the G3 SUV to G3i, the mid-cycle facelift version of G3, to its wholly-owned Zhaoqing Smart EV Manufacturing Base. As a result, some planned deliveries of the G3 were affected in August. The Company expects to start deliveries of the G3i to start in September.</p><p><blockquote>8月,该公司开始将G3 SUV的生产转移到其全资拥有的肇庆智能电动汽车制造基地,生产G3的中期改款版本G3i。因此,G3 的一些计划交付在 8 月份受到影响。该公司预计将于 9 月开始交付 G3i。</blockquote></p><p> On September 15, the Company plans to officially launch the P5 family sedan, its third production model, with deliveries starting in October.</p><p><blockquote>9月15日,该公司计划正式推出其第三款量产车型P5家庭轿车,并于10月开始交付。</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>XPeng shares fell more than 3% in premarket trading<blockquote>小鹏汽车股价在盘前交易中下跌超过3%</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\">\nXPeng shares fell more than 3% in premarket trading<blockquote>小鹏汽车股价在盘前交易中下跌超过3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-01 17:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>XPeng shares fell more than 3% in premarket trading.</p><p><blockquote>小鹏汽车股价在盘前交易中下跌超过3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/705f7937c59af00c8617a40c5a9fc09b\" tg-width=\"897\" tg-height=\"615\" width=\"100%\" height=\"auto\">In August, XPeng delivered 7,214 Smart EVs, representing a 172% increase year-over-year. Deliveries in August consisted of 6,165 P7s, the Company’s sports smart sedan, and 1,049 G3s, its smart compact SUV.</p><p><blockquote>8月份,小鹏汽车智能电动汽车交付7214辆,同比增长172%。8 月份的交付量包括 6,165 辆该公司的运动型智能轿车 P7 和 1,049 辆智能紧凑型 SUV G3。</blockquote></p><p> 2021 year-to-date deliveries reached 45,992 vehicles, representing a 334% increase year-over-year. P7 deliveries continued to strengthen, achieving a record month in August and a 209% increase year-over-year.</p><p><blockquote>2021年迄今的交付量达到45,992辆,同比增长334%。P7交付量继续走强,8月份创下历史新高,同比增长209%。</blockquote></p><p> In August, the Company began to transition production for the G3 SUV to G3i, the mid-cycle facelift version of G3, to its wholly-owned Zhaoqing Smart EV Manufacturing Base. As a result, some planned deliveries of the G3 were affected in August. The Company expects to start deliveries of the G3i to start in September.</p><p><blockquote>8月,该公司开始将G3 SUV的生产转移到其全资拥有的肇庆智能电动汽车制造基地,生产G3的中期改款版本G3i。因此,G3 的一些计划交付在 8 月份受到影响。该公司预计将于 9 月开始交付 G3i。</blockquote></p><p> On September 15, the Company plans to officially launch the P5 family sedan, its third production model, with deliveries starting in October.</p><p><blockquote>9月15日,该公司计划正式推出其第三款量产车型P5家庭轿车,并于10月开始交付。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏集团","09868":"小鹏集团-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114096205","content_text":"XPeng shares fell more than 3% in premarket trading.\nIn August, XPeng delivered 7,214 Smart EVs, representing a 172% increase year-over-year. Deliveries in August consisted of 6,165 P7s, the Company’s sports smart sedan, and 1,049 G3s, its smart compact SUV.\n2021 year-to-date deliveries reached 45,992 vehicles, representing a 334% increase year-over-year. P7 deliveries continued to strengthen, achieving a record month in August and a 209% increase year-over-year.\nIn August, the Company began to transition production for the G3 SUV to G3i, the mid-cycle facelift version of G3, to its wholly-owned Zhaoqing Smart EV Manufacturing Base. As a result, some planned deliveries of the G3 were affected in August. The Company expects to start deliveries of the G3i to start in September.\nOn September 15, the Company plans to officially launch the P5 family sedan, its third production model, with deliveries starting in October.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831638698,"gmtCreate":1629310949514,"gmtModify":1629310949514,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089691390674800","idStr":"4089691390674800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TCTZF\">$Tencent Holding Ltd.(TCTZF)$</a>is currently OTC, what would be our risk exposure in buying these shares? Is it better to get ETF KWEB instead?","listText":"<a href=\"https://laohu8.com/S/TCTZF\">$Tencent Holding Ltd.(TCTZF)$</a>is currently OTC, what would be our risk exposure in buying these shares? Is it better to get ETF KWEB instead?","text":"$Tencent Holding Ltd.(TCTZF)$is currently OTC, what would be our risk exposure in buying these shares? Is it better to get ETF KWEB instead?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831638698","isVote":1,"tweetType":1,"viewCount":1895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":870596543,"gmtCreate":1636630453719,"gmtModify":1636630453719,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089691390674800","idStr":"4089691390674800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>noises! Still high conviction with this one. ","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>noises! Still high conviction with this one. ","text":"$Palantir Technologies Inc.(PLTR)$noises! Still high conviction with this one.","images":[{"img":"https://static.tigerbbs.com/8cb3a8568b321e3e61353fbccd80f84e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870596543","isVote":1,"tweetType":1,"viewCount":3875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":856146974,"gmtCreate":1635164388994,"gmtModify":1635164388994,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089691390674800","idStr":"4089691390674800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>missed out 😭","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>missed out 😭","text":"$Tesla Motors(TSLA)$missed out 😭","images":[{"img":"https://static.tigerbbs.com/92f885feb0d4b7d1b35594c18082d03c","width":"1080","height":"2213"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856146974","isVote":1,"tweetType":1,"viewCount":4457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":812197474,"gmtCreate":1630560453198,"gmtModify":1630560453198,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089691390674800","idStr":"4089691390674800"},"themes":[],"title":"","htmlText":"Waiting!","listText":"Waiting!","text":"Waiting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812197474","repostId":"1146807552","repostType":4,"isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":820034852,"gmtCreate":1633323276473,"gmtModify":1633323276473,"author":{"id":"4089691390674800","authorId":"4089691390674800","name":"KolinRRJ","avatar":"https://static.tigerbbs.com/7011069511b27ceab2225c880a41670c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089691390674800","idStr":"4089691390674800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>can buy?","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>can buy?","text":"$AMD(AMD)$can buy?","images":[{"img":"https://static.tigerbbs.com/18daa12dde8a06e2b385df9088cd8095","width":"1080","height":"2213"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820034852","isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550754949783339","authorId":"3550754949783339","name":"菜鸟炒股手","avatar":"https://static.tigerbbs.com/d417dd94e10061aaaac16c2997c774d2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3550754949783339","idStr":"3550754949783339"},"content":"再等等,现在应该还没到低点,这次回调幅度可能会大一些","text":"再等等,现在应该还没到低点,这次回调幅度可能会大一些","html":"再等等,现在应该还没到低点,这次回调幅度可能会大一些"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}