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egg3030

egg3030

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2021-08-09

How does this track with energy prices?

Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：走向 1,200 美元？</blockquote>

2021-08-29

Likepls

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2021-12-17

There needs to be infra too

Missed Out on Tesla? Here's What to Buy Now<blockquote>错过了特斯拉？这是现在要买的东西</blockquote>

2021-10-19

Important to note

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2021-11-06

Important for chip makers too

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2021-10-12

Interesting

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2021-09-18

How does this affect the ability to go "endemic"

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2021-12-20

So what happened then?

‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?<blockquote>蔚来日展示了新的电动汽车和增强现实护目镜。它们足以提振遭受重创的股票吗？</blockquote>

2021-12-18

Unclear why to hold tho, what are the fundamentals

1 Surefire Growth Stock to Buy and Hold<blockquote>1 只值得购买和持有的 Surefire Growth 股票</blockquote>

2021-09-30

Wow

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then?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693359437","repostId":"1151315099","repostType":4,"repost":{"id":"1151315099","kind":"news","pubTimestamp":1639956674,"share":"https://www.laohunote.com/m/news/1151315099?lang=zh_CN&edition=full","pubTime":"2021-12-20 07:31","market":"us","language":"en","title":"‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?<blockquote>蔚来日展示了新的电动汽车和增强现实护目镜。它们足以提振遭受重创的股票吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151315099","media":"Barrons","summary":"Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in Chi","content":"<p>Chinese electric vehicle maker&nbsp;NIO&nbsp;(ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And the technology NIO is packing into its cars is something to behold. There are even augmented reality glasses—like something out of an Avengers movie.</p><p><blockquote>中国电动汽车制造商蔚来（股票代码：蔚来）于美国东部时间周六上午在中国为购车者和投资者举办了一场活动。宣布推出将于 2022 年交付的全新车型。蔚来在其汽车中融入的技术值得一看。甚至还有增强现实眼镜——就像复仇者联盟电影里的东西。</blockquote></p><p> The new vehicle is the ET5 midsize sedan. It’s a higher-end model starting at about $50,000. With NIO’s battery as a service subscription, the initial purchase price is about $40,000. NIO will let car buyers pay a monthly fee, essentially, separating the battery purchase from the car purchase.</p><p><blockquote>新车是ET5中型轿车。这是一款高端机型，起价约为 5 万美元。蔚来的电池作为服务订阅，初始购买价格约为 4 万美元。蔚来将让购车者支付月费，本质上是将电池购买与汽车购买分开。</blockquote></p><p> The new sedan comes with roughly 500 horsepower and will go zero to 60 miles an hour in about 4 seconds. It should be able to drive up to 430 miles per charge, a big number although Chinese and U.S. range statistics are reported differently.</p><p><blockquote>这款新轿车的功率约为 500 马力，从零加速到 60 英里/小时大约需要 4 秒。它每次充电应该能够行驶 430 英里，这是一个很大的数字，尽管中国和美国的续航里程统计数据报告不同。</blockquote></p><p> The ET5 is also equipped with advanced safety features including lidar sensors.</p><p><blockquote>ET5还配备了先进的安全功能，包括激光雷达传感器。</blockquote></p><p> Lidar is essentially laser-based radar and most auto makers believe lidar is one of the technologies required to achieve truly self-driving technology. The ET5 also comes equipped with the company’s latest self-driving software. NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.</p><p><blockquote>激光雷达本质上是基于激光的雷达，大多数汽车制造商认为激光雷达是实现真正自动驾驶技术所需的技术之一。ET5 还配备了该公司最新的自动驾驶软件。蔚来自动驾驶（NAD），正如该公司评级的那样，将保持驾驶速度并进行一些转向，但驾驶员仍然需要时刻关注道路。</blockquote></p><p> All the software for self-driving—and the software running other car systems—runs on a computer powered by&nbsp;Nvidia&nbsp;(NVDA) chips.</p><p><blockquote>所有自动驾驶软件以及运行其他汽车系统的软件都运行在由 Nvidia (NVDA) 芯片驱动的计算机上。</blockquote></p><p> Then there are the glasses. NIO unveiled augmented reality glasses that are integrated with the car. “The visual experience is as good as a 201-inch screen at 6 meters away,” said NIO founder William Li. The glasses can display vehicle information. Drivers won’t have to look down to check speed. The glasses drew applause from the assembled crowd.</p><p><blockquote>然后是眼镜。蔚来推出了与汽车集成的增强现实眼镜。“蔚来创始人 William Li 说：”视觉体验堪比 6 米外的 201 英寸屏幕。眼镜可以显示车辆信息。司机无需低头检查车速。眼镜引起了聚集在一起的人群的掌声。</blockquote></p><p> NIO plans to deliver the ET5 by September 2022. The company also provided an update about its new ET7 sedan. Deliveries of that model should begin in March 2022. The ET7 was unveiled at the company’s last big event in January 2021.</p><p><blockquote>蔚来计划在 2022 年 9 月之前交付 ET5。该公司还提供了有关其新款 ET7 轿车的最新信息。该型号应于 2022 年 3 月开始交付。ET7 于 2021 年 1 月在该公司的最后一次大型活动上亮相。</blockquote></p><p> NIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng&nbsp;(XPEV) shares are down 12% over the past month.</p><p><blockquote>继 1 月份事件之后，蔚来股价周一上涨 6.5%，至每股 60 美元以上，现在可能会再次上涨。蔚来股价上个月下跌 22%，至 30 美元。同期，标普500和道琼斯工业平均指数分别下跌了约 2% 和 1%。蔚来第三季度盈利良好。小鹏汽车（XPEV）的股价在过去一个月下跌了 12%。</blockquote></p><p> How the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.</p><p><blockquote>该股对新车型、新技术和拟议交付日期的反应将在很大程度上反映投资者未来几周对高估值电动汽车制造商和在美国上市的中国股票的情绪。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?<blockquote>蔚来日展示了新的电动汽车和增强现实护目镜。它们足以提振遭受重创的股票吗？</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\">\n‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?<blockquote>蔚来日展示了新的电动汽车和增强现实护目镜。它们足以提振遭受重创的股票吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 07:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Chinese electric vehicle maker&nbsp;NIO&nbsp;(ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And the technology NIO is packing into its cars is something to behold. There are even augmented reality glasses—like something out of an Avengers movie.</p><p><blockquote>中国电动汽车制造商蔚来（股票代码：蔚来）于美国东部时间周六上午在中国为购车者和投资者举办了一场活动。宣布推出将于 2022 年交付的全新车型。蔚来在其汽车中融入的技术值得一看。甚至还有增强现实眼镜——就像复仇者联盟电影里的东西。</blockquote></p><p> The new vehicle is the ET5 midsize sedan. It’s a higher-end model starting at about $50,000. With NIO’s battery as a service subscription, the initial purchase price is about $40,000. NIO will let car buyers pay a monthly fee, essentially, separating the battery purchase from the car purchase.</p><p><blockquote>新车是ET5中型轿车。这是一款高端机型，起价约为 5 万美元。蔚来的电池作为服务订阅，初始购买价格约为 4 万美元。蔚来将让购车者支付月费，本质上是将电池购买与汽车购买分开。</blockquote></p><p> The new sedan comes with roughly 500 horsepower and will go zero to 60 miles an hour in about 4 seconds. It should be able to drive up to 430 miles per charge, a big number although Chinese and U.S. range statistics are reported differently.</p><p><blockquote>这款新轿车的功率约为 500 马力，从零加速到 60 英里/小时大约需要 4 秒。它每次充电应该能够行驶 430 英里，这是一个很大的数字，尽管中国和美国的续航里程统计数据报告不同。</blockquote></p><p> The ET5 is also equipped with advanced safety features including lidar sensors.</p><p><blockquote>ET5还配备了先进的安全功能，包括激光雷达传感器。</blockquote></p><p> Lidar is essentially laser-based radar and most auto makers believe lidar is one of the technologies required to achieve truly self-driving technology. The ET5 also comes equipped with the company’s latest self-driving software. NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.</p><p><blockquote>激光雷达本质上是基于激光的雷达，大多数汽车制造商认为激光雷达是实现真正自动驾驶技术所需的技术之一。ET5 还配备了该公司最新的自动驾驶软件。蔚来自动驾驶（NAD），正如该公司评级的那样，将保持驾驶速度并进行一些转向，但驾驶员仍然需要时刻关注道路。</blockquote></p><p> All the software for self-driving—and the software running other car systems—runs on a computer powered by&nbsp;Nvidia&nbsp;(NVDA) chips.</p><p><blockquote>所有自动驾驶软件以及运行其他汽车系统的软件都运行在由 Nvidia (NVDA) 芯片驱动的计算机上。</blockquote></p><p> Then there are the glasses. NIO unveiled augmented reality glasses that are integrated with the car. “The visual experience is as good as a 201-inch screen at 6 meters away,” said NIO founder William Li. The glasses can display vehicle information. Drivers won’t have to look down to check speed. The glasses drew applause from the assembled crowd.</p><p><blockquote>然后是眼镜。蔚来推出了与汽车集成的增强现实眼镜。“蔚来创始人 William Li 说：”视觉体验堪比 6 米外的 201 英寸屏幕。眼镜可以显示车辆信息。司机无需低头检查车速。眼镜引起了聚集在一起的人群的掌声。</blockquote></p><p> NIO plans to deliver the ET5 by September 2022. The company also provided an update about its new ET7 sedan. Deliveries of that model should begin in March 2022. The ET7 was unveiled at the company’s last big event in January 2021.</p><p><blockquote>蔚来计划在 2022 年 9 月之前交付 ET5。该公司还提供了有关其新款 ET7 轿车的最新信息。该型号应于 2022 年 3 月开始交付。ET7 于 2021 年 1 月在该公司的最后一次大型活动上亮相。</blockquote></p><p> NIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng&nbsp;(XPEV) shares are down 12% over the past month.</p><p><blockquote>继 1 月份事件之后，蔚来股价周一上涨 6.5%，至每股 60 美元以上，现在可能会再次上涨。蔚来股价上个月下跌 22%，至 30 美元。同期，标普500和道琼斯工业平均指数分别下跌了约 2% 和 1%。蔚来第三季度盈利良好。小鹏汽车（XPEV）的股价在过去一个月下跌了 12%。</blockquote></p><p> How the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.</p><p><blockquote>该股对新车型、新技术和拟议交付日期的反应将在很大程度上反映投资者未来几周对高估值电动汽车制造商和在美国上市的中国股票的情绪。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nio-stock-discussion-51639835281?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-discussion-51639835281?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151315099","content_text":"Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And the technology NIO is packing into its cars is something to behold. There are even augmented reality glasses—like something out of an Avengers movie.\nThe new vehicle is the ET5 midsize sedan. It’s a higher-end model starting at about $50,000. With NIO’s battery as a service subscription, the initial purchase price is about $40,000. NIO will let car buyers pay a monthly fee, essentially, separating the battery purchase from the car purchase.\nThe new sedan comes with roughly 500 horsepower and will go zero to 60 miles an hour in about 4 seconds. It should be able to drive up to 430 miles per charge, a big number although Chinese and U.S. range statistics are reported differently.\nThe ET5 is also equipped with advanced safety features including lidar sensors.\nLidar is essentially laser-based radar and most auto makers believe lidar is one of the technologies required to achieve truly self-driving technology. The ET5 also comes equipped with the company’s latest self-driving software. NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.\nAll the software for self-driving—and the software running other car systems—runs on a computer powered by Nvidia (NVDA) chips.\nThen there are the glasses. NIO unveiled augmented reality glasses that are integrated with the car. “The visual experience is as good as a 201-inch screen at 6 meters away,” said NIO founder William Li. The glasses can display vehicle information. Drivers won’t have to look down to check speed. The glasses drew applause from the assembled crowd.\nNIO plans to deliver the ET5 by September 2022. The company also provided an update about its new ET7 sedan. Deliveries of that model should begin in March 2022. The ET7 was unveiled at the company’s last big event in January 2021.\nNIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The S&P 500 and Dow Jones Industrial Average are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng (XPEV) shares are down 12% over the past month.\nHow the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699507006,"gmtCreate":1639830376705,"gmtModify":1639830376803,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Unclear why to hold tho, what are the fundamentals","listText":"Unclear why to hold tho, what are the fundamentals","text":"Unclear why to hold tho, what are the fundamentals","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699507006","repostId":"1109895138","repostType":4,"repost":{"id":"1109895138","kind":"news","pubTimestamp":1639810699,"share":"https://www.laohunote.com/m/news/1109895138?lang=zh_CN&edition=full","pubTime":"2021-12-18 14:58","market":"us","language":"en","title":"1 Surefire Growth Stock to Buy and Hold<blockquote>1 只值得购买和持有的 Surefire Growth 股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109895138","media":"Motley Fool","summary":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to ","content":"<p><a href=\"https://laohu8.com/S/GLOB\"><b>Globant</b></a>&nbsp;may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the&nbsp;<b>S&amp;P 500</b>, and that outperformance could continue in the future.</p><p><blockquote><a href=\"https://laohu8.com/S/GLOB\"><b>全球</b></a>对于许多投资者来说可能不是一个熟悉的名字，乍一看，这家公司可能无法抓住你的注意力。毕竟，IT咨询并不是最具突破性的商业模式。但该股在过去三年中上涨了 380%，打破了<b>标普500</b>而且这种优异表现在未来可能会持续下去。</blockquote></p><p> Globant employs over 20,500&nbsp;IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.</p><p><blockquote>Globant拥有20,500多名IT专业人员，他们在人工智能、增强现实和元宇宙等新兴技术方面拥有专业知识。为此，创始人领导的管理团队将Globant定位为数字化转型的关键推动者，这意味着该公司受益于巨大且不断增长的市场机会。</blockquote></p><p> <b>Trevor Jennewine:</b>&nbsp;Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.</p><p><blockquote><b>特雷弗·詹内温：</b>当我想到管理出色的公司时，我就会想到Globant。Globant由拉丁美洲的四位朋友于2003年创立。这四个人之一是现任首席执行官马丁·米戈亚。</blockquote></p><p> Globant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers like<b>Electronic Arts</b>,<b>MercadoLibre</b>, [<b>Alphabet</b>'s] Google,<b>Walt Disney</b>. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.</p><p><blockquote>Globant专门从事IT咨询和产品工程。该公司的专业知识涵盖了从区块链和人工智能到数据分析和增强现实的各种流行技术。简而言之，Globant本质上是帮助组织实现其数字化转型计划。它的客户喜欢<b>电子艺术</b>,<b>自由市场</b>,[<b>Alphabet</b>谷歌，<b>华特·迪士尼</b>这是一个很大的市场——数字化转型现在是一个相当流行的流行语。该公司预计到 2022 年其潜在市场规模将达到 1,540 亿美元。</blockquote></p><p> Some of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.</p><p><blockquote>我前面提到的一些事情，我喜欢你有这个创始人领导的管理团队。如果你看看Glassdoor，似乎有一个强大的工作场所文化：93%的人会向朋友推荐该公司，96%的人认可首席执行官。我认为这对咨询公司来说尤其重要。Globant的业务围绕着帮助组织实施和扩展新技术、更高效地运营、改善客户体验而建立。如果你的员工不喜欢每天来上班，那就很难了。</blockquote></p><p> Then, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.</p><p><blockquote>然后，该公司也获得了一些认可，这说明了它的成功。根据 Everest Group 的一份报告，Globant 是增长最快的五家工程服务公司之一。根据国际数据公司的一份报告，它也是一家领先的客户体验改善服务公司。</blockquote></p><p> The financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.</p><p><blockquote>这里的财务业绩看起来也很棒。去年，12亿美元的收入增长了50%；稀释后每股盈利 2.07 美元，上涨 64%。他们现在也有1000多名客户。他们的客户群增长了14%。但对于消费超过 100 万美元的客户，他们现在有 162 个这样的客户，增长了 37%。很高兴看到他们从那里的客户群中增加支出。</blockquote></p><p> Then between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.</p><p><blockquote>根据国际数据公司的数据，在2022年至2024年期间，世界各地的企业将在数字化转型计划上花费6.3万亿美元。这只是一个巨大的市场机会。我认为有那位创始人首席执行官在那里，我认为他真的把公司带到了一个好的方向。这让我对 Globant 的未来充满信心。</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>1 Surefire Growth Stock to Buy and Hold<blockquote>1 只值得购买和持有的 Surefire Growth 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\">\n1 Surefire Growth Stock to Buy and Hold<blockquote>1 只值得购买和持有的 Surefire Growth 股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-18 14:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/GLOB\"><b>Globant</b></a>&nbsp;may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the&nbsp;<b>S&amp;P 500</b>, and that outperformance could continue in the future.</p><p><blockquote><a href=\"https://laohu8.com/S/GLOB\"><b>全球</b></a>对于许多投资者来说可能不是一个熟悉的名字，乍一看，这家公司可能无法抓住你的注意力。毕竟，IT咨询并不是最具突破性的商业模式。但该股在过去三年中上涨了 380%，打破了<b>标普500</b>而且这种优异表现在未来可能会持续下去。</blockquote></p><p> Globant employs over 20,500&nbsp;IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.</p><p><blockquote>Globant拥有20,500多名IT专业人员，他们在人工智能、增强现实和元宇宙等新兴技术方面拥有专业知识。为此，创始人领导的管理团队将Globant定位为数字化转型的关键推动者，这意味着该公司受益于巨大且不断增长的市场机会。</blockquote></p><p> <b>Trevor Jennewine:</b>&nbsp;Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.</p><p><blockquote><b>特雷弗·詹内温：</b>当我想到管理出色的公司时，我就会想到Globant。Globant由拉丁美洲的四位朋友于2003年创立。这四个人之一是现任首席执行官马丁·米戈亚。</blockquote></p><p> Globant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers like<b>Electronic Arts</b>,<b>MercadoLibre</b>, [<b>Alphabet</b>'s] Google,<b>Walt Disney</b>. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.</p><p><blockquote>Globant专门从事IT咨询和产品工程。该公司的专业知识涵盖了从区块链和人工智能到数据分析和增强现实的各种流行技术。简而言之，Globant本质上是帮助组织实现其数字化转型计划。它的客户喜欢<b>电子艺术</b>,<b>自由市场</b>,[<b>Alphabet</b>谷歌，<b>华特·迪士尼</b>这是一个很大的市场——数字化转型现在是一个相当流行的流行语。该公司预计到 2022 年其潜在市场规模将达到 1,540 亿美元。</blockquote></p><p> Some of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.</p><p><blockquote>我前面提到的一些事情，我喜欢你有这个创始人领导的管理团队。如果你看看Glassdoor，似乎有一个强大的工作场所文化：93%的人会向朋友推荐该公司，96%的人认可首席执行官。我认为这对咨询公司来说尤其重要。Globant的业务围绕着帮助组织实施和扩展新技术、更高效地运营、改善客户体验而建立。如果你的员工不喜欢每天来上班，那就很难了。</blockquote></p><p> Then, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.</p><p><blockquote>然后，该公司也获得了一些认可，这说明了它的成功。根据 Everest Group 的一份报告，Globant 是增长最快的五家工程服务公司之一。根据国际数据公司的一份报告，它也是一家领先的客户体验改善服务公司。</blockquote></p><p> The financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.</p><p><blockquote>这里的财务业绩看起来也很棒。去年，12亿美元的收入增长了50%；稀释后每股盈利 2.07 美元，上涨 64%。他们现在也有1000多名客户。他们的客户群增长了14%。但对于消费超过 100 万美元的客户，他们现在有 162 个这样的客户，增长了 37%。很高兴看到他们从那里的客户群中增加支出。</blockquote></p><p> Then between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.</p><p><blockquote>根据国际数据公司的数据，在2022年至2024年期间，世界各地的企业将在数字化转型计划上花费6.3万亿美元。这只是一个巨大的市场机会。我认为有那位创始人首席执行官在那里，我认为他真的把公司带到了一个好的方向。这让我对 Globant 的未来充满信心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/\">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":{"GLOB":"Globant"},"source_url":"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109895138","content_text":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the S&P 500, and that outperformance could continue in the future.\nGlobant employs over 20,500 IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.\nTrevor Jennewine: Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.\nGlobant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers likeElectronic Arts,MercadoLibre, [Alphabet's] Google,Walt Disney. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.\nSome of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.\nThen, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.\nThe financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.\nThen between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.","news_type":1,"symbols_score_info":{"GLOB":0.9}},"isVote":1,"tweetType":1,"viewCount":3296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690773889,"gmtCreate":1639714476597,"gmtModify":1639714476706,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"There needs to be infra too","listText":"There needs to be infra too","text":"There needs to be infra too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690773889","repostId":"1115262079","repostType":4,"repost":{"id":"1115262079","kind":"news","pubTimestamp":1639712748,"share":"https://www.laohunote.com/m/news/1115262079?lang=zh_CN&edition=full","pubTime":"2021-12-17 11:45","market":"us","language":"en","title":"Missed Out on Tesla? Here's What to Buy Now<blockquote>错过了特斯拉？这是现在要买的东西</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115262079","media":"Motley Fool","summary":"The growing use of electric vehicles will benefit several players.","content":"<p>In the last two years,<b>Tesla</b>&nbsp;stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.</p><p><blockquote>近两年来，<b>特斯拉</b>股价飙升超过 1,000%。两年前错过投资特斯拉的投资者可能会感到沮丧。然而值得注意的是，很难预见能够产生类似特斯拉回报的股票。最好的方法是投资那些你认为能长期表现良好的公司。如果你持有这些优质公司的股票足够长的时间，它们应该会产生跑赢市场的回报。</blockquote></p><p> Let's look at three&nbsp;electric vehicle (EV) stocks&nbsp;that have the potential to generate outsize returns in five years, or more.</p><p><blockquote>让我们来看看三只有可能在五年或更长时间内产生巨额回报的电动汽车 (EV) 股票。</blockquote></p><p> <b>Lucid Group</b></p><p><blockquote><b>Lucid集团</b></blockquote></p><p> There is a plethora of electric vehicle stocks to choose from right now. Of these,<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.</p><p><blockquote>现在有太多的电动汽车股票可供选择。其中，<b>Lucid集团</b>（纳斯达克股票代码：LCID）看起来很有希望。喜欢Lucid Group有几个原因。用户喜欢这些汽车的功能和设计，在很短的时间内，Lucid就成功地将自己打造成了一个豪华电动汽车品牌。</blockquote></p><p> The company not only boasts leading-edge EV technology, but also has&nbsp;solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most&nbsp;efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies.&nbsp;The stock will be&nbsp;included&nbsp;in the&nbsp;<b>Nasdaq-100</b>&nbsp;index on Dec. 20.</p><p><blockquote>该公司不仅拥有领先的电动汽车技术，还拥有坚实的增长计划。尽管 Lucid 最初是一家豪华汽车制造商，但它计划在未来几年推出面向大众市场的电动汽车车型。凭借最高效的电动汽车技术之一，Lucid 有可能通过将其技术授权给其他汽车公司来产生经常性收入。该股票将被纳入<b>纳斯达克-100</b>12月20日指数。</blockquote></p><p> On the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a&nbsp;recent Securities and Exchange Commission (SEC) investigation&nbsp;relating to its merger with Churchill Capital Corp. IV.</p><p><blockquote>在风险方面，Lucid 仍需证明它可以盈利地交付汽车。投资者还应关注美国证券交易委员会 (SEC) 最近对其与 Churchill Capital Corp. IV 合并进行的调查进展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0630d0ca5a26df1b8900958ace25117\" tg-width=\"2000\" tg-height=\"1327\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: LUCID GROUP.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：LUCID集团。</span></p></blockquote></p><p> <b>BYD</b></p><p><blockquote><b>比亚迪</b></blockquote></p><p> Founded in 1995,<b>BYD</b>(OTC:BYDDY)(OTC:BYDD.F)&nbsp;entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.<b>Berkshire Hathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)&nbsp;holds a nearly 8% stake in BYD.</p><p><blockquote>成立于1995年，<b>比亚迪</b>（场外交易代码：BYDD.F）于2003年进入汽车业务。除汽车外，比亚迪还生产手机零部件、可充电电池和太阳能产品。<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRK.A）（纽约证券交易所代码：BRK.B）持有比亚迪近8%的股份。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8e45b9379833fe0a8f6a1d482857a5\" tg-width=\"2000\" tg-height=\"1161\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> BYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.</p><p><blockquote>比亚迪最初是一家内燃机汽车制造商。然而，察觉到更广泛的趋势，它已迅速转向制造电动汽车。11月份，比亚迪90%以上的汽车交付量为纯电动或插电式混合动力汽车。11月份比亚迪纯电动车型销量同比增长153%。</blockquote></p><p> The company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.</p><p><blockquote>该公司已占据中国电动汽车市场约 18% 的份额。比亚迪在快速增长、潜力巨大的中国电动汽车市场中处于领先地位，有利于长期增长。</blockquote></p><p> BYD stock trades at an&nbsp;attractive valuation&nbsp;compared to several top EV stocks right now. All of the above makes this&nbsp;Warren Buffett stock&nbsp;attractive.</p><p><blockquote>与目前几只顶级电动汽车股票相比，比亚迪股票的估值具有吸引力。以上所有因素都使这只沃伦·巴菲特股票具有吸引力。</blockquote></p><p> <b>QuantumScape</b></p><p><blockquote><b>量子景观</b></blockquote></p><p> Batteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.<b>QuantumScape</b>(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.</p><p><blockquote>电池是电动汽车的关键部件。所有领先的汽车和电池公司都专注于提高电池的效率，这将有助于提高电动汽车的续航里程。<b>量子景观</b>（纽约证券交易所股票代码：QS）于2020年11月上市，是一家致力于下一代电池技术的电池初创公司。</blockquote></p><p> Currently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.</p><p><blockquote>目前，锂离子电池用于电动汽车。QuantumScape 正在开发锂金属固态电池，使用专有的陶瓷隔膜。该公司相信，与目前使用的锂离子电池相比，其电池将提供更高的能量密度、更长的寿命和更快的充电速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c6ead4e5b8f1aaa74490058d439dbfa\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> QuantumScape has the backing of leading automaker&nbsp;<b>Volkswagen</b>(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.</p><p><blockquote>QuantumScape 得到领先汽车制造商的支持<b>大众汽车</b>（场外交易代码：VWAGY），迄今为止已向这家电池技术公司投资了 3 亿美元。两家公司成立了一家合资企业，年产能为21吉瓦时。9 月，QuantumScape 与另一家收入排名前十的汽车制造商签订了 10 兆瓦时电池的协议。该公司没有透露汽车制造商的名称。以上所有这些都为 QuantumScape 的计划增添了可信度。如果成功，QuantumScape 的电池可能会受到全球汽车制造商的巨大需求。</blockquote></p><p> QuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should&nbsp;bear the risks in mind&nbsp;before deciding to invest in QuantumScape stock.</p><p><blockquote>QuantumScape 相信其正在按照 2024 年开始商业生产的计划取得进展。那是很长一段时间，而且该公司的电池还没有开发出来。投资者在决定投资 QuantumScape 股票之前应牢记风险。</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>Missed Out on Tesla? Here's What to Buy Now<blockquote>错过了特斯拉？这是现在要买的东西</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\">\nMissed Out on Tesla? Here's What to Buy Now<blockquote>错过了特斯拉？这是现在要买的东西</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-17 11:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the last two years,<b>Tesla</b>&nbsp;stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.</p><p><blockquote>近两年来，<b>特斯拉</b>股价飙升超过 1,000%。两年前错过投资特斯拉的投资者可能会感到沮丧。然而值得注意的是，很难预见能够产生类似特斯拉回报的股票。最好的方法是投资那些你认为能长期表现良好的公司。如果你持有这些优质公司的股票足够长的时间，它们应该会产生跑赢市场的回报。</blockquote></p><p> Let's look at three&nbsp;electric vehicle (EV) stocks&nbsp;that have the potential to generate outsize returns in five years, or more.</p><p><blockquote>让我们来看看三只有可能在五年或更长时间内产生巨额回报的电动汽车 (EV) 股票。</blockquote></p><p> <b>Lucid Group</b></p><p><blockquote><b>Lucid集团</b></blockquote></p><p> There is a plethora of electric vehicle stocks to choose from right now. Of these,<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.</p><p><blockquote>现在有太多的电动汽车股票可供选择。其中，<b>Lucid集团</b>（纳斯达克股票代码：LCID）看起来很有希望。喜欢Lucid Group有几个原因。用户喜欢这些汽车的功能和设计，在很短的时间内，Lucid就成功地将自己打造成了一个豪华电动汽车品牌。</blockquote></p><p> The company not only boasts leading-edge EV technology, but also has&nbsp;solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most&nbsp;efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies.&nbsp;The stock will be&nbsp;included&nbsp;in the&nbsp;<b>Nasdaq-100</b>&nbsp;index on Dec. 20.</p><p><blockquote>该公司不仅拥有领先的电动汽车技术，还拥有坚实的增长计划。尽管 Lucid 最初是一家豪华汽车制造商，但它计划在未来几年推出面向大众市场的电动汽车车型。凭借最高效的电动汽车技术之一，Lucid 有可能通过将其技术授权给其他汽车公司来产生经常性收入。该股票将被纳入<b>纳斯达克-100</b>12月20日指数。</blockquote></p><p> On the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a&nbsp;recent Securities and Exchange Commission (SEC) investigation&nbsp;relating to its merger with Churchill Capital Corp. IV.</p><p><blockquote>在风险方面，Lucid 仍需证明它可以盈利地交付汽车。投资者还应关注美国证券交易委员会 (SEC) 最近对其与 Churchill Capital Corp. IV 合并进行的调查进展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0630d0ca5a26df1b8900958ace25117\" tg-width=\"2000\" tg-height=\"1327\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: LUCID GROUP.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：LUCID集团。</span></p></blockquote></p><p> <b>BYD</b></p><p><blockquote><b>比亚迪</b></blockquote></p><p> Founded in 1995,<b>BYD</b>(OTC:BYDDY)(OTC:BYDD.F)&nbsp;entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.<b>Berkshire Hathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)&nbsp;holds a nearly 8% stake in BYD.</p><p><blockquote>成立于1995年，<b>比亚迪</b>（场外交易代码：BYDD.F）于2003年进入汽车业务。除汽车外，比亚迪还生产手机零部件、可充电电池和太阳能产品。<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRK.A）（纽约证券交易所代码：BRK.B）持有比亚迪近8%的股份。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8e45b9379833fe0a8f6a1d482857a5\" tg-width=\"2000\" tg-height=\"1161\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> BYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.</p><p><blockquote>比亚迪最初是一家内燃机汽车制造商。然而，察觉到更广泛的趋势，它已迅速转向制造电动汽车。11月份，比亚迪90%以上的汽车交付量为纯电动或插电式混合动力汽车。11月份比亚迪纯电动车型销量同比增长153%。</blockquote></p><p> The company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.</p><p><blockquote>该公司已占据中国电动汽车市场约 18% 的份额。比亚迪在快速增长、潜力巨大的中国电动汽车市场中处于领先地位，有利于长期增长。</blockquote></p><p> BYD stock trades at an&nbsp;attractive valuation&nbsp;compared to several top EV stocks right now. All of the above makes this&nbsp;Warren Buffett stock&nbsp;attractive.</p><p><blockquote>与目前几只顶级电动汽车股票相比，比亚迪股票的估值具有吸引力。以上所有因素都使这只沃伦·巴菲特股票具有吸引力。</blockquote></p><p> <b>QuantumScape</b></p><p><blockquote><b>量子景观</b></blockquote></p><p> Batteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.<b>QuantumScape</b>(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.</p><p><blockquote>电池是电动汽车的关键部件。所有领先的汽车和电池公司都专注于提高电池的效率，这将有助于提高电动汽车的续航里程。<b>量子景观</b>（纽约证券交易所股票代码：QS）于2020年11月上市，是一家致力于下一代电池技术的电池初创公司。</blockquote></p><p> Currently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.</p><p><blockquote>目前，锂离子电池用于电动汽车。QuantumScape 正在开发锂金属固态电池，使用专有的陶瓷隔膜。该公司相信，与目前使用的锂离子电池相比，其电池将提供更高的能量密度、更长的寿命和更快的充电速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c6ead4e5b8f1aaa74490058d439dbfa\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> QuantumScape has the backing of leading automaker&nbsp;<b>Volkswagen</b>(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.</p><p><blockquote>QuantumScape 得到领先汽车制造商的支持<b>大众汽车</b>（场外交易代码：VWAGY），迄今为止已向这家电池技术公司投资了 3 亿美元。两家公司成立了一家合资企业，年产能为21吉瓦时。9 月，QuantumScape 与另一家收入排名前十的汽车制造商签订了 10 兆瓦时电池的协议。该公司没有透露汽车制造商的名称。以上所有这些都为 QuantumScape 的计划增添了可信度。如果成功，QuantumScape 的电池可能会受到全球汽车制造商的巨大需求。</blockquote></p><p> QuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should&nbsp;bear the risks in mind&nbsp;before deciding to invest in QuantumScape stock.</p><p><blockquote>QuantumScape 相信其正在按照 2024 年开始商业生产的计划取得进展。那是很长一段时间，而且该公司的电池还没有开发出来。投资者在决定投资 QuantumScape 股票之前应牢记风险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/16/missed-out-on-tesla-heres-what-to-buy-now/\">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":{"LCID":"Lucid Group Inc","QS":"Quantumscape Corp.","BYDDY":"比亚迪ADR","01211":"比亚迪股份"},"source_url":"https://www.fool.com/investing/2021/12/16/missed-out-on-tesla-heres-what-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115262079","content_text":"In the last two years,Tesla stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.\nLet's look at three electric vehicle (EV) stocks that have the potential to generate outsize returns in five years, or more.\nLucid Group\nThere is a plethora of electric vehicle stocks to choose from right now. Of these,Lucid Group(NASDAQ:LCID) looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.\nThe company not only boasts leading-edge EV technology, but also has solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies. The stock will be included in the Nasdaq-100 index on Dec. 20.\nOn the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a recent Securities and Exchange Commission (SEC) investigation relating to its merger with Churchill Capital Corp. IV.\nIMAGE SOURCE: LUCID GROUP.\nBYD\nFounded in 1995,BYD(OTC:BYDDY)(OTC:BYDD.F) entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B) holds a nearly 8% stake in BYD.\nIMAGE SOURCE: GETTY IMAGES.\nBYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.\nThe company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.\nBYD stock trades at an attractive valuation compared to several top EV stocks right now. All of the above makes this Warren Buffett stock attractive.\nQuantumScape\nBatteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.QuantumScape(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.\nCurrently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.\nIMAGE SOURCE: GETTY IMAGES.\nQuantumScape has the backing of leading automaker Volkswagen(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.\nQuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should bear the risks in mind before deciding to invest in QuantumScape stock.","news_type":1,"symbols_score_info":{"LCID":0.9,"01211":0.9,"BYDDY":0.9,"QS":0.9}},"isVote":1,"tweetType":1,"viewCount":4414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607997541,"gmtCreate":1639470212188,"gmtModify":1639470212260,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Depending on the mkt expansion too","listText":"Depending on the mkt expansion too","text":"Depending on the mkt expansion too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607997541","repostId":"1119480728","repostType":4,"repost":{"id":"1119480728","kind":"news","pubTimestamp":1639459363,"share":"https://www.laohunote.com/m/news/1119480728?lang=zh_CN&edition=full","pubTime":"2021-12-14 13:22","market":"us","language":"en","title":"Disney: All Subscribers Are Not Created Equal<blockquote>迪士尼：所有订户并非生来平等</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119480728","media":"Seeking Alpha","summary":"Summary\n\nQQQ has easily beaten DIS whereas SPY has done about the same.\nDIS has not fully bounced ba","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>QQQ has easily beaten DIS whereas SPY has done about the same.</li>  <li>DIS has not fully bounced back from 2020 but it's certainly healing.</li>  <li>DIS is far more like NFLX than MSFT or ADBE, despite any discussion or comparisons related to subscriber growth and associated metrics.</li>  <li>DIS has been far less of a growth stock than&nbsp;NFLX, MSFT, and ADBE.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db18b8191ffe57bbd7ff43b3b4de329b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>QQQ轻松击败了DIS，而SPDR标普500指数ETF也做了同样的事情。</li><li>DIS 尚未从 2020 年完全恢复，但它肯定正在愈合。</li><li>DIS 更像 NFLX，而不是 MSFT 或 ADBE，尽管有任何与用户增长和相关指标相关的讨论或比较。</li><li>DIS 远没有 NFLX、MSFT 和 ADBE 那么成长型股票。</li></ul><p class=\"t-img-caption\"><span>Marvin Samuel Tolentino Pineda/iStock 社论来自 Getty Images</span></p></blockquote></p><p> <b>Background</b></p><p><blockquote><b>背景</b></blockquote></p><p> I've owned Disney (DIS) since early 2016. I greatly enjoy DIS products and services. I am reasonably pleased with DIS stock performance.</p><p><blockquote>我从2016年初开始拥有迪士尼（DIS）。我非常喜欢DIS的产品和服务。我对 DIS 股票的表现相当满意。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58048f15fcf1af89506563ab33f6e301\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> 53% gains in 5 years isn't terrible but it's not spectacular either. For added perspective, let's quickly compare DIS with the S&amp;P 500 (SPY) and the Nasdaq 100 (QQQ) over 10 years or so.</p><p><blockquote>5 年内 53% 的涨幅并不可怕，但也不惊人。为了增加视角，让我们快速比较一下10年左右的标普500（SPDR标普500指数ETF）和纳斯达克100（QQQ）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de2cb75ad2becfcf9268f372150a7698\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> As you can see, I zoomed out for a bigger picture view of things. Clearly, QQQ has crushed DIS. Over the same time, DIS has done about as well as SPY. It's clear the 2020 was rough on the price of DIS stock. However, it was also an incredible pivot opportunity for the business with Disney Plus, the streaming home of Disney, Pixar, Marvel, Star Wars, National Geographic, and way more.</p><p><blockquote>正如你所看到的，我放大了，以获得更大的视图。显然，QQQ已经粉碎了DIS。与此同时，DIS 的表现和SPDR标普500指数ETF一样好。很明显，2020 年 DIS 股价的艰难时期。然而，这也是迪士尼+业务的一个令人难以置信的支点机会，迪士尼+是迪士尼、皮克斯、漫威、星球大战、国家地理等的流媒体之家。</blockquote></p><p> <b>Business Model Update</b></p><p><blockquote><b>商业模式更新</b></blockquote></p><p> It's clear that DIS has been incredibly focused on subscribers for Disney Plus. Here's a quick peek, from the&nbsp;Q4 2021 Earnings Call:</p><p><blockquote>很明显，DIS一直非常关注Disney Plus的用户。以下是 2021 年第四季度盈利看涨期权的快速一瞥：</blockquote></p><p>   On the Direct-to-Consumer side, we are extremely pleased with the success of our portfolio streaming services. Disney+, ESPN+ and Hulu continue to perform incredibly well with a 118.1 million, 17.1 million, and 43.8 million subscribers, respectively, for a total of a 179 million subscriptions. To put this growth in perspective, in the past fiscal year alone, we have grown the total number of subscriptions across our DTC portfolio by 48%, and Disney+ subs in particular by 60%.  Now, here's the good news and bad news. DIS leadership is planning to reach 230 million to 260 million paid subscribers globally by the end of fiscal year 2024. Obviously, that's phenomenal growth and investors should cheer. However, the dark side is that this growth isn't free.<b>DIS doesn't expect their portfolio of streaming services to reach profitability until 2024.</b>Ouch.</p><p><blockquote>在直接面向消费者的方面，我们对我们的流媒体服务组合的成功感到非常满意。Disney+、ESPN+和Hulu继续表现出色，分别拥有1.181亿、1710万和4380万用户，总订阅量为1.79亿。为了正确看待这一增长，仅在上一财年，我们的 DTC 产品组合的订阅总数就增长了 48%，尤其是 Disney+ 订阅用户增长了 60%。现在，这是好消息和坏消息。DIS 领导层计划到 2024 财年末在全球范围内拥有 2.3 亿至 2.6 亿付费用户。显然，这是惊人的增长，投资者应该欢呼。然而，阴暗面是这种增长不是免费的。<b>DIS 预计他们的流媒体服务组合要到 2024 年才能实现盈利。</b>哎哟。</blockquote></p><p> The key point is that DIS is not simply bolting on Disney Plus, ESPN Plus, Hulu and so on, and adding profits to the bottom line. Instead, getting to this current level of subscribers has been chewing up time and resources. And, it'll be nasty for years. The investment will drain resources. More about this later.</p><p><blockquote>关键是，DIS并不是简单地依靠Disney Plus、ESPN Plus、Hulu等，并在底线上增加利润。相反，达到目前的订户水平一直在消耗时间和资源。而且，会很多年都很糟糕。这项投资会耗尽资源。稍后会详细介绍。</blockquote></p><p> Of course, very long term investors can cheer. DIS literally has the best intellectual media assets in the world. Really, there isn't any company even close. The library is amazing, huge, and growing.See for yourself.</p><p><blockquote>当然，非常长期的投资者可以欢呼。DIS拥有世界上最好的知识媒体资产。真的，没有一家公司靠近。这个图书馆是惊人的，巨大的，而且还在增长。你自己看吧。</blockquote></p><p> As a quick aside, most people, and most analysts expected a bigger \"snap back\" from 2020, especially in relation to park visits and related activity. For example, here's what we learned about&nbsp;attendance in August 2021:</p><p><blockquote>顺便说一句，大多数人和大多数分析师预计从2020年开始会有更大的“snap回归”，特别是在公园参观和相关活动方面。例如，以下是我们对 2021 年 8 月出勤率的了解：</blockquote></p><p>   Disney world does not share its actual capacity nor the number of attendees they get daily. But as stated above, the estimated number of average daily attendees was 57,000 before the pandemic started. So, at present, it might be welcoming a maximum of 35,000 guests daily&nbsp;  <b>running with a 35% capacity</b>. [Emphasis: Author]  Big picture, I'm not too worried about the parks and related real-world experiences offered by DIS. It might take longer to get running at full steam, but DIS can do it. I'm a bit more concerned that investors are expecting too much from DIS streaming services, without fully considering the costs. This is especially true for short term investors and speculators.</p><p><blockquote>迪士尼世界既不透露其实际容量，也不透露他们每天接待的游客数量。但如上所述，在疫情开始之前，平均每天参加人数估计为57,000人。因此，目前它每天最多可能接待35000名客人<b>以35%的容量运行</b>.[强调：作者]总的来说，我不太担心DIS提供的公园和相关的现实世界体验。全速运行可能需要更长的时间，但DIS可以做到。我更担心的是，投资者对 DIS 流媒体服务的期望过高，而没有充分考虑成本。对于短期投资者和投机者来说尤其如此。</blockquote></p><p> <b>Disney Is Not Microsoft or Adobe</b></p><p><blockquote><b>迪士尼不是微软或Adobe</b></blockquote></p><p> Analysts like to compare DIS to enterprise software companies,<i>as if all subscribers are created equal</i>. Let's consider two incredible businesses. Both Microsoft (MSFT) and Adobe (ADBE) have done exceptionally well in recent years, compared to DIS.</p><p><blockquote>分析师喜欢把DIS比作企业软件公司，<i>就好像所有订户都是平等的一样</i>让我们考虑两个不可思议的企业。与 DIS 相比，微软 (MSFT) 和 Adobe (ADBE) 近年来的表现都非常出色。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247db57795d4cce4d0d919346b84c7f2\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Clearly, MSFT and ADBE have trounced DIS. In part, here's why:</p><p><blockquote>显然，MSFT 和 ADBE 击败了 DIS。部分原因如下：</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f90248d3aef70628dea5b4029b79b516\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> P/S for both MSFT and ADBE has roughly doubled. At a high level, prices are moving up faster than revenue generated for MSFT and ADBE. Meanwhile, investors place less value on DIS revenue. DIS has pretty much moved sideways.</p><p><blockquote>MSFT 和 ADBE 的市盈率大约翻了一番。在较高水平上，MSFT 和 ADBE 的价格上涨速度快于收入上涨速度。与此同时，投资者对 DIS 收入的重视程度降低。DIS几乎已经横向移动。</blockquote></p><p> Let's talk some real numbers. MSFT has grown earnings by 17% per year over the last 10 years. In 2015, EPS was $2.63 and in 2021 it's about $8. ADBE has grown earnings by about 29% per year over the last 10 years. In 2015, EPS was $2.08 and it's expected to hit a staggering $12.46 this year. Meanwhile, here's how DIS looks:</p><p><blockquote>我们来谈谈一些真实的数字。过去 10 年，MSFT 的盈利每年增长 17%。2015 年，每股收益为 2.63 美元，2021 年约为 8 美元。过去 10 年，ADBE 的盈利每年增长约 29%。2015年，每股收益为2.08美元，预计今年将达到惊人的12.46美元。同时，DIS 的样子如下：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbb56eaa4d09a70ca4f320a0e111896b\" tg-width=\"640\" tg-height=\"366\" width=\"100%\" height=\"auto\"><span>Source: FASTgraphs</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：FASTgraphs</span></p></blockquote></p><p> EPS might get back to 2015 levels in 2023. The dividend was killed off. DIS share price is dramatically higher, even now, compared to earnings. There's a lot of pain in this chart.</p><p><blockquote>每股收益可能会在 2023 年恢复到 2015 年的水平。股息被取消了。即使是现在，与盈利相比，DIS 的股价也要高得多。这张图表里有很多痛苦。</blockquote></p><p> All if this isn't to bash DIS or to imply that the products or business is terrible. The DIS brand is pristine. Leadership is strong. The company isn't going to suddenly fall off the face of the Earth.<i>The business is amazing</i>.</p><p><blockquote>如果这不是为了抨击DIS或暗示产品或业务很糟糕的话。DIS品牌是原始的。领导力很强。该公司不会突然从地球表面消失。<i>生意太棒了</i>.</blockquote></p><p> <b>All Subscribers Are Not Created Equal</b></p><p><blockquote><b>并非所有订户都是平等的</b></blockquote></p><p> I'm not too keen to do this, but here's Netflix (NFLX) versus DIS.</p><p><blockquote>我不太热衷于这样做，但这里是网飞（NFLX）对DIS。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55b99727d2cfebd285167f115f4387ae\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> The only point I want to make is that NFLX shareholders have done far better than DIS shareholders. And, for a different perspective, here's how $10K would have done over the last five years.</p><p><blockquote>我唯一想说的是，NFLX 股东比 DIS 股东做得好得多。从不同的角度来看，以下是 10,000 美元在过去五年中的表现。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4539b42cb1304e691ad2b38dbcbf4c2d\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> It's very hard for me to say that DIS is \"on sale\" when I look at the relatively flat performance over the last five years. While I think of DIS as a growth stock,<i>it's less of a growth stock</i>&nbsp;than NFLX, MSFT, and ADBE.</p><p><blockquote>当我看到过去五年相对平淡的表现时，我很难说DIS“正在出售”。虽然我认为 DIS 是一只成长型股票，<i>它不是一只成长型股票</i>比 NFLX、MSFT 和 ADBE 都要好。</blockquote></p><p> In large part, I believe this is all about our definition of subscribers. I'll come back to that in a second. First, feast your eyes on this:</p><p><blockquote>在很大程度上，我相信这都是关于我们对订户的定义。我一会儿再回来。首先，看看这个：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dfdf6d35c4eba3617e6fec280f09282\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> What you're seeing is profit margin for DIS, NFLX, MSFT and ADBE. Quite frankly, this paints a damning picture of DIS, especially since 2020. What's most impressive, on the other hand, is how MSFT and ADBE have had has consistently high and growing profit margins. I've got to say, I'm actually a bit surprised that NFLX just keeps getting stronger and stronger in this department as well.</p><p><blockquote>您看到的是 DIS、NFLX、MSFT 和 ADBE 的利润率。坦率地说，这描绘了一幅灾难性的DIS画面，尤其是自2020年以来。另一方面，最令人印象深刻的是 MSFT 和 ADBE 如何保持持续高且不断增长的利润率。我不得不说，我实际上有点惊讶NFLX在这个部门也越来越强。</blockquote></p><p> By the way, as a sidebar, it's easy to complain about the NFLX P/E ratio. It's over 50 right now. But, at the same time, DIS is at 37, MSFT is at 37, and ADBE is at 52. In that respect, they are all quite overvalued.</p><p><blockquote>顺便说一句，作为侧边栏，很容易抱怨NFLX市盈率。现在超过50了。但是，与此同时，DIS为37，MSFT为37，ADBE为52。在这方面，它们都被高估了。</blockquote></p><p> <b>Wrap Up</b></p><p><blockquote><b>包装</b></blockquote></p><p> Now, here are my biggest points. NFLX has spent more than DIS on content and also has first mover advantage, loyalty and entrenchment. Many people have both NFLX and DIS, so I see less of a \"war\" than most people. Furthermore, it appears that NFLX has done an outstanding operational job, and their capital allocation has been strong. It's hard to look at this chart and dismiss NFLX. Clearly, it's a well-run company.</p><p><blockquote>现在，以下是我最大的观点。NFLX 在内容上的花费比 DIS 更多，而且还拥有先发优势、忠诚度和根基。很多人同时拥有NFLX和DIS，所以我比大多数人看到的“战争”更少。此外，NFLX似乎做得很出色，他们的资本配置也很强劲。很难看到这张图表就对NFLX不屑一顾。显然，这是一家经营良好的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37c9d98acfdd8206fa2c0323144db713\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> This next chart is extremely noisy, but you can scroll down and see the truth with your own two eyes. DIS has rather poor ROE, ROA and ROIC compared to NFLX, MSFT and ADBE.</p><p><blockquote>下一张图表噪音极大，但你可以向下滚动，用自己的双眼看到真相。与NFLX、MSFT和ADBE相比，DIS的ROE、ROA和ROIC相当差。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5aaf232d38eaceea4d9621f81a7a92f\" tg-width=\"635\" tg-height=\"603\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> To be fair, DIS was doing a pretty good job through early 2019. However, very importantly,<i>the drops appear to have started before 2020</i>. We cannot blame the pandemic for the decline in ROE, ROA and ROIC.</p><p><blockquote>公平地说，DIS 在 2019 年初做得相当不错。然而，非常重要的是，<i>下降似乎在 2020 年之前就开始了</i>我们不能将净资产收益率、资产收益率和投资回报率的下降归咎于疫情。</blockquote></p><p> To be clear,DIS is going to be going gangbusters on content.</p><p><blockquote>需要明确的是， DIS将在内容上大放异彩。</blockquote></p><p>   Disney plans to increase its overall content spend to around $33bn in 2022, marking an $8bn rise from the previous year.  Furthermore, the idea is that DIS will be&nbsp;rapidly growing the subscriber base.</p><p><blockquote>迪士尼计划到 2022 年将其整体内容支出增加到 330 亿美元左右，比上一年增加 80 亿美元。此外，这个想法是DIS将迅速扩大用户群。</blockquote></p><p></p><p>   Disney+ is expected to add 140 million subscribers between 2021 and 2026 to take its total to 271 million. Netflix, meanwhile, will add 53 million subscribers through the same period, taking it to a 2026 total of 275 million.  In short, DIS isn't about to be left in the dust by NFLX. Something like 60 unscripted series, 30 comedy series and 25 drama shows will be produced. There's really too much to list here. Money is being put to work by DIS.</p><p><blockquote>Disney+预计将在2021年至2026年间增加1.4亿订户，使其总数达到2.71亿。与此同时，Netflix 同期将增加 5300 万订户，使 2026 年的订户总数达到 2.75 亿。简而言之，DIS 不会被 NFLX 抛弃。将制作60部无剧本系列、30部喜剧系列和25部戏剧节目。这里真的有太多的东西要列出来。DIS正在把钱投入使用。</blockquote></p><p> Now, shifting gears, I have to say that both MSFT and ADBE have dramatically different types of subscribers. DIS and NFLX satisfy entertainment desires. These are wants,<i>not needs</i>.</p><p><blockquote>现在，换个话题，我不得不说，MSFT 和 ADBE 的用户类型截然不同。DIS和NFLX满足娱乐欲望。这些都是想要的，<i>不需要</i>.</blockquote></p><p> Here's a good way to&nbsp;think about MSFT and ADBE:</p><p><blockquote>以下是思考 MSFT 和 ADBE 的好方法：</blockquote></p><p>   Both companies armed businesses big and small with the tools needed to stay in business since the pandemic. As the world moved to virtual work and school, PDFs with virtual signatures and Word docs with important information became standard.  In other words, MSFT and ADBE subscribers aren't \"addicted\" to the software, as much as they are<i>required to use it to do work</i>. When your job is on the line, you've got to be using industry standard tools. Furthermore, both NFLX and DIS are B2C whereas MSFT and ADBE are B2B. It's almost impossible to compare these companies, in terms of subscribers. Sure, we can discuss subscriber counts, subscriber growth, and so forth. But, MSFT and ADBE provide software to companies, and users must use those tools. They are sticky out of necessity, not mere desire. Therefore, let's all be very careful about how we think about DIS, and how we make comparisons.</p><p><blockquote>自大流行以来，两家公司都为大大小小的企业提供了维持业务所需的工具。随着世界转向虚拟工作和学校，带有虚拟签名的PDF和包含重要信息的Word文档成为标准。换句话说，MSFT和ADBE的用户并没有“上瘾”这个软件，尽管他们<i>需要用它来完成工作</i>当你的工作岌岌可危时，你必须使用行业标准的工具。此外，NFLX和DIS都是B2C，而MSFT和ADBE都是B2B。就用户而言，几乎不可能比较这些公司。当然，我们可以讨论用户数量、用户增长等等。但是，MSFT和ADBE向公司提供软件，用户必须使用这些工具。它们是出于需要而粘的，而不仅仅是欲望。因此，让我们都非常小心我们如何思考DIS，以及我们如何进行比较。</blockquote></p><p> Putting all of this together, I still believe that DIS is a wonderful business. However, I would be cautious about adding a ton, especially if that decision is based on dazzling subscriber growth, or incredible content development. At this point, I see DIS as a reasonable hold.</p><p><blockquote>综上所述，我仍然相信DIS是一个很棒的企业。然而，我会对增加一吨持谨慎态度，特别是如果这个决定是基于令人眼花缭乱的订户增长，或令人难以置信的内容开发。在这一点上，我认为DIS是一个合理的持有量。</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>Disney: All Subscribers Are Not Created Equal<blockquote>迪士尼：所有订户并非生来平等</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney: All Subscribers Are Not Created Equal<blockquote>迪士尼：所有订户并非生来平等</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-14 13:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>QQQ has easily beaten DIS whereas SPY has done about the same.</li>  <li>DIS has not fully bounced back from 2020 but it's certainly healing.</li>  <li>DIS is far more like NFLX than MSFT or ADBE, despite any discussion or comparisons related to subscriber growth and associated metrics.</li>  <li>DIS has been far less of a growth stock than&nbsp;NFLX, MSFT, and ADBE.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db18b8191ffe57bbd7ff43b3b4de329b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>QQQ轻松击败了DIS，而SPDR标普500指数ETF也做了同样的事情。</li><li>DIS 尚未从 2020 年完全恢复，但它肯定正在愈合。</li><li>DIS 更像 NFLX，而不是 MSFT 或 ADBE，尽管有任何与用户增长和相关指标相关的讨论或比较。</li><li>DIS 远没有 NFLX、MSFT 和 ADBE 那么成长型股票。</li></ul><p class=\"t-img-caption\"><span>Marvin Samuel Tolentino Pineda/iStock 社论来自 Getty Images</span></p></blockquote></p><p> <b>Background</b></p><p><blockquote><b>背景</b></blockquote></p><p> I've owned Disney (DIS) since early 2016. I greatly enjoy DIS products and services. I am reasonably pleased with DIS stock performance.</p><p><blockquote>我从2016年初开始拥有迪士尼（DIS）。我非常喜欢DIS的产品和服务。我对 DIS 股票的表现相当满意。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58048f15fcf1af89506563ab33f6e301\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> 53% gains in 5 years isn't terrible but it's not spectacular either. For added perspective, let's quickly compare DIS with the S&amp;P 500 (SPY) and the Nasdaq 100 (QQQ) over 10 years or so.</p><p><blockquote>5 年内 53% 的涨幅并不可怕，但也不惊人。为了增加视角，让我们快速比较一下10年左右的标普500（SPDR标普500指数ETF）和纳斯达克100（QQQ）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de2cb75ad2becfcf9268f372150a7698\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> As you can see, I zoomed out for a bigger picture view of things. Clearly, QQQ has crushed DIS. Over the same time, DIS has done about as well as SPY. It's clear the 2020 was rough on the price of DIS stock. However, it was also an incredible pivot opportunity for the business with Disney Plus, the streaming home of Disney, Pixar, Marvel, Star Wars, National Geographic, and way more.</p><p><blockquote>正如你所看到的，我放大了，以获得更大的视图。显然，QQQ已经粉碎了DIS。与此同时，DIS 的表现和SPDR标普500指数ETF一样好。很明显，2020 年 DIS 股价的艰难时期。然而，这也是迪士尼+业务的一个令人难以置信的支点机会，迪士尼+是迪士尼、皮克斯、漫威、星球大战、国家地理等的流媒体之家。</blockquote></p><p> <b>Business Model Update</b></p><p><blockquote><b>商业模式更新</b></blockquote></p><p> It's clear that DIS has been incredibly focused on subscribers for Disney Plus. Here's a quick peek, from the&nbsp;Q4 2021 Earnings Call:</p><p><blockquote>很明显，DIS一直非常关注Disney Plus的用户。以下是 2021 年第四季度盈利看涨期权的快速一瞥：</blockquote></p><p>   On the Direct-to-Consumer side, we are extremely pleased with the success of our portfolio streaming services. Disney+, ESPN+ and Hulu continue to perform incredibly well with a 118.1 million, 17.1 million, and 43.8 million subscribers, respectively, for a total of a 179 million subscriptions. To put this growth in perspective, in the past fiscal year alone, we have grown the total number of subscriptions across our DTC portfolio by 48%, and Disney+ subs in particular by 60%.  Now, here's the good news and bad news. DIS leadership is planning to reach 230 million to 260 million paid subscribers globally by the end of fiscal year 2024. Obviously, that's phenomenal growth and investors should cheer. However, the dark side is that this growth isn't free.<b>DIS doesn't expect their portfolio of streaming services to reach profitability until 2024.</b>Ouch.</p><p><blockquote>在直接面向消费者的方面，我们对我们的流媒体服务组合的成功感到非常满意。Disney+、ESPN+和Hulu继续表现出色，分别拥有1.181亿、1710万和4380万用户，总订阅量为1.79亿。为了正确看待这一增长，仅在上一财年，我们的 DTC 产品组合的订阅总数就增长了 48%，尤其是 Disney+ 订阅用户增长了 60%。现在，这是好消息和坏消息。DIS 领导层计划到 2024 财年末在全球范围内拥有 2.3 亿至 2.6 亿付费用户。显然，这是惊人的增长，投资者应该欢呼。然而，阴暗面是这种增长不是免费的。<b>DIS 预计他们的流媒体服务组合要到 2024 年才能实现盈利。</b>哎哟。</blockquote></p><p> The key point is that DIS is not simply bolting on Disney Plus, ESPN Plus, Hulu and so on, and adding profits to the bottom line. Instead, getting to this current level of subscribers has been chewing up time and resources. And, it'll be nasty for years. The investment will drain resources. More about this later.</p><p><blockquote>关键是，DIS并不是简单地依靠Disney Plus、ESPN Plus、Hulu等，并在底线上增加利润。相反，达到目前的订户水平一直在消耗时间和资源。而且，会很多年都很糟糕。这项投资会耗尽资源。稍后会详细介绍。</blockquote></p><p> Of course, very long term investors can cheer. DIS literally has the best intellectual media assets in the world. Really, there isn't any company even close. The library is amazing, huge, and growing.See for yourself.</p><p><blockquote>当然，非常长期的投资者可以欢呼。DIS拥有世界上最好的知识媒体资产。真的，没有一家公司靠近。这个图书馆是惊人的，巨大的，而且还在增长。你自己看吧。</blockquote></p><p> As a quick aside, most people, and most analysts expected a bigger \"snap back\" from 2020, especially in relation to park visits and related activity. For example, here's what we learned about&nbsp;attendance in August 2021:</p><p><blockquote>顺便说一句，大多数人和大多数分析师预计从2020年开始会有更大的“snap回归”，特别是在公园参观和相关活动方面。例如，以下是我们对 2021 年 8 月出勤率的了解：</blockquote></p><p>   Disney world does not share its actual capacity nor the number of attendees they get daily. But as stated above, the estimated number of average daily attendees was 57,000 before the pandemic started. So, at present, it might be welcoming a maximum of 35,000 guests daily&nbsp;  <b>running with a 35% capacity</b>. [Emphasis: Author]  Big picture, I'm not too worried about the parks and related real-world experiences offered by DIS. It might take longer to get running at full steam, but DIS can do it. I'm a bit more concerned that investors are expecting too much from DIS streaming services, without fully considering the costs. This is especially true for short term investors and speculators.</p><p><blockquote>迪士尼世界既不透露其实际容量，也不透露他们每天接待的游客数量。但如上所述，在疫情开始之前，平均每天参加人数估计为57,000人。因此，目前它每天最多可能接待35000名客人<b>以35%的容量运行</b>.[强调：作者]总的来说，我不太担心DIS提供的公园和相关的现实世界体验。全速运行可能需要更长的时间，但DIS可以做到。我更担心的是，投资者对 DIS 流媒体服务的期望过高，而没有充分考虑成本。对于短期投资者和投机者来说尤其如此。</blockquote></p><p> <b>Disney Is Not Microsoft or Adobe</b></p><p><blockquote><b>迪士尼不是微软或Adobe</b></blockquote></p><p> Analysts like to compare DIS to enterprise software companies,<i>as if all subscribers are created equal</i>. Let's consider two incredible businesses. Both Microsoft (MSFT) and Adobe (ADBE) have done exceptionally well in recent years, compared to DIS.</p><p><blockquote>分析师喜欢把DIS比作企业软件公司，<i>就好像所有订户都是平等的一样</i>让我们考虑两个不可思议的企业。与 DIS 相比，微软 (MSFT) 和 Adobe (ADBE) 近年来的表现都非常出色。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247db57795d4cce4d0d919346b84c7f2\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Clearly, MSFT and ADBE have trounced DIS. In part, here's why:</p><p><blockquote>显然，MSFT 和 ADBE 击败了 DIS。部分原因如下：</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f90248d3aef70628dea5b4029b79b516\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> P/S for both MSFT and ADBE has roughly doubled. At a high level, prices are moving up faster than revenue generated for MSFT and ADBE. Meanwhile, investors place less value on DIS revenue. DIS has pretty much moved sideways.</p><p><blockquote>MSFT 和 ADBE 的市盈率大约翻了一番。在较高水平上，MSFT 和 ADBE 的价格上涨速度快于收入上涨速度。与此同时，投资者对 DIS 收入的重视程度降低。DIS几乎已经横向移动。</blockquote></p><p> Let's talk some real numbers. MSFT has grown earnings by 17% per year over the last 10 years. In 2015, EPS was $2.63 and in 2021 it's about $8. ADBE has grown earnings by about 29% per year over the last 10 years. In 2015, EPS was $2.08 and it's expected to hit a staggering $12.46 this year. Meanwhile, here's how DIS looks:</p><p><blockquote>我们来谈谈一些真实的数字。过去 10 年，MSFT 的盈利每年增长 17%。2015 年，每股收益为 2.63 美元，2021 年约为 8 美元。过去 10 年，ADBE 的盈利每年增长约 29%。2015年，每股收益为2.08美元，预计今年将达到惊人的12.46美元。同时，DIS 的样子如下：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbb56eaa4d09a70ca4f320a0e111896b\" tg-width=\"640\" tg-height=\"366\" width=\"100%\" height=\"auto\"><span>Source: FASTgraphs</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：FASTgraphs</span></p></blockquote></p><p> EPS might get back to 2015 levels in 2023. The dividend was killed off. DIS share price is dramatically higher, even now, compared to earnings. There's a lot of pain in this chart.</p><p><blockquote>每股收益可能会在 2023 年恢复到 2015 年的水平。股息被取消了。即使是现在，与盈利相比，DIS 的股价也要高得多。这张图表里有很多痛苦。</blockquote></p><p> All if this isn't to bash DIS or to imply that the products or business is terrible. The DIS brand is pristine. Leadership is strong. The company isn't going to suddenly fall off the face of the Earth.<i>The business is amazing</i>.</p><p><blockquote>如果这不是为了抨击DIS或暗示产品或业务很糟糕的话。DIS品牌是原始的。领导力很强。该公司不会突然从地球表面消失。<i>生意太棒了</i>.</blockquote></p><p> <b>All Subscribers Are Not Created Equal</b></p><p><blockquote><b>并非所有订户都是平等的</b></blockquote></p><p> I'm not too keen to do this, but here's Netflix (NFLX) versus DIS.</p><p><blockquote>我不太热衷于这样做，但这里是网飞（NFLX）对DIS。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55b99727d2cfebd285167f115f4387ae\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> The only point I want to make is that NFLX shareholders have done far better than DIS shareholders. And, for a different perspective, here's how $10K would have done over the last five years.</p><p><blockquote>我唯一想说的是，NFLX 股东比 DIS 股东做得好得多。从不同的角度来看，以下是 10,000 美元在过去五年中的表现。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4539b42cb1304e691ad2b38dbcbf4c2d\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> It's very hard for me to say that DIS is \"on sale\" when I look at the relatively flat performance over the last five years. While I think of DIS as a growth stock,<i>it's less of a growth stock</i>&nbsp;than NFLX, MSFT, and ADBE.</p><p><blockquote>当我看到过去五年相对平淡的表现时，我很难说DIS“正在出售”。虽然我认为 DIS 是一只成长型股票，<i>它不是一只成长型股票</i>比 NFLX、MSFT 和 ADBE 都要好。</blockquote></p><p> In large part, I believe this is all about our definition of subscribers. I'll come back to that in a second. First, feast your eyes on this:</p><p><blockquote>在很大程度上，我相信这都是关于我们对订户的定义。我一会儿再回来。首先，看看这个：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dfdf6d35c4eba3617e6fec280f09282\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> What you're seeing is profit margin for DIS, NFLX, MSFT and ADBE. Quite frankly, this paints a damning picture of DIS, especially since 2020. What's most impressive, on the other hand, is how MSFT and ADBE have had has consistently high and growing profit margins. I've got to say, I'm actually a bit surprised that NFLX just keeps getting stronger and stronger in this department as well.</p><p><blockquote>您看到的是 DIS、NFLX、MSFT 和 ADBE 的利润率。坦率地说，这描绘了一幅灾难性的DIS画面，尤其是自2020年以来。另一方面，最令人印象深刻的是 MSFT 和 ADBE 如何保持持续高且不断增长的利润率。我不得不说，我实际上有点惊讶NFLX在这个部门也越来越强。</blockquote></p><p> By the way, as a sidebar, it's easy to complain about the NFLX P/E ratio. It's over 50 right now. But, at the same time, DIS is at 37, MSFT is at 37, and ADBE is at 52. In that respect, they are all quite overvalued.</p><p><blockquote>顺便说一句，作为侧边栏，很容易抱怨NFLX市盈率。现在超过50了。但是，与此同时，DIS为37，MSFT为37，ADBE为52。在这方面，它们都被高估了。</blockquote></p><p> <b>Wrap Up</b></p><p><blockquote><b>包装</b></blockquote></p><p> Now, here are my biggest points. NFLX has spent more than DIS on content and also has first mover advantage, loyalty and entrenchment. Many people have both NFLX and DIS, so I see less of a \"war\" than most people. Furthermore, it appears that NFLX has done an outstanding operational job, and their capital allocation has been strong. It's hard to look at this chart and dismiss NFLX. Clearly, it's a well-run company.</p><p><blockquote>现在，以下是我最大的观点。NFLX 在内容上的花费比 DIS 更多，而且还拥有先发优势、忠诚度和根基。很多人同时拥有NFLX和DIS，所以我比大多数人看到的“战争”更少。此外，NFLX似乎做得很出色，他们的资本配置也很强劲。很难看到这张图表就对NFLX不屑一顾。显然，这是一家经营良好的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37c9d98acfdd8206fa2c0323144db713\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> This next chart is extremely noisy, but you can scroll down and see the truth with your own two eyes. DIS has rather poor ROE, ROA and ROIC compared to NFLX, MSFT and ADBE.</p><p><blockquote>下一张图表噪音极大，但你可以向下滚动，用自己的双眼看到真相。与NFLX、MSFT和ADBE相比，DIS的ROE、ROA和ROIC相当差。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5aaf232d38eaceea4d9621f81a7a92f\" tg-width=\"635\" tg-height=\"603\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> To be fair, DIS was doing a pretty good job through early 2019. However, very importantly,<i>the drops appear to have started before 2020</i>. We cannot blame the pandemic for the decline in ROE, ROA and ROIC.</p><p><blockquote>公平地说，DIS 在 2019 年初做得相当不错。然而，非常重要的是，<i>下降似乎在 2020 年之前就开始了</i>我们不能将净资产收益率、资产收益率和投资回报率的下降归咎于疫情。</blockquote></p><p> To be clear,DIS is going to be going gangbusters on content.</p><p><blockquote>需要明确的是， DIS将在内容上大放异彩。</blockquote></p><p>   Disney plans to increase its overall content spend to around $33bn in 2022, marking an $8bn rise from the previous year.  Furthermore, the idea is that DIS will be&nbsp;rapidly growing the subscriber base.</p><p><blockquote>迪士尼计划到 2022 年将其整体内容支出增加到 330 亿美元左右，比上一年增加 80 亿美元。此外，这个想法是DIS将迅速扩大用户群。</blockquote></p><p></p><p>   Disney+ is expected to add 140 million subscribers between 2021 and 2026 to take its total to 271 million. Netflix, meanwhile, will add 53 million subscribers through the same period, taking it to a 2026 total of 275 million.  In short, DIS isn't about to be left in the dust by NFLX. Something like 60 unscripted series, 30 comedy series and 25 drama shows will be produced. There's really too much to list here. Money is being put to work by DIS.</p><p><blockquote>Disney+预计将在2021年至2026年间增加1.4亿订户，使其总数达到2.71亿。与此同时，Netflix 同期将增加 5300 万订户，使 2026 年的订户总数达到 2.75 亿。简而言之，DIS 不会被 NFLX 抛弃。将制作60部无剧本系列、30部喜剧系列和25部戏剧节目。这里真的有太多的东西要列出来。DIS正在把钱投入使用。</blockquote></p><p> Now, shifting gears, I have to say that both MSFT and ADBE have dramatically different types of subscribers. DIS and NFLX satisfy entertainment desires. These are wants,<i>not needs</i>.</p><p><blockquote>现在，换个话题，我不得不说，MSFT 和 ADBE 的用户类型截然不同。DIS和NFLX满足娱乐欲望。这些都是想要的，<i>不需要</i>.</blockquote></p><p> Here's a good way to&nbsp;think about MSFT and ADBE:</p><p><blockquote>以下是思考 MSFT 和 ADBE 的好方法：</blockquote></p><p>   Both companies armed businesses big and small with the tools needed to stay in business since the pandemic. As the world moved to virtual work and school, PDFs with virtual signatures and Word docs with important information became standard.  In other words, MSFT and ADBE subscribers aren't \"addicted\" to the software, as much as they are<i>required to use it to do work</i>. When your job is on the line, you've got to be using industry standard tools. Furthermore, both NFLX and DIS are B2C whereas MSFT and ADBE are B2B. It's almost impossible to compare these companies, in terms of subscribers. Sure, we can discuss subscriber counts, subscriber growth, and so forth. But, MSFT and ADBE provide software to companies, and users must use those tools. They are sticky out of necessity, not mere desire. Therefore, let's all be very careful about how we think about DIS, and how we make comparisons.</p><p><blockquote>自大流行以来，两家公司都为大大小小的企业提供了维持业务所需的工具。随着世界转向虚拟工作和学校，带有虚拟签名的PDF和包含重要信息的Word文档成为标准。换句话说，MSFT和ADBE的用户并没有“上瘾”这个软件，尽管他们<i>需要用它来完成工作</i>当你的工作岌岌可危时，你必须使用行业标准的工具。此外，NFLX和DIS都是B2C，而MSFT和ADBE都是B2B。就用户而言，几乎不可能比较这些公司。当然，我们可以讨论用户数量、用户增长等等。但是，MSFT和ADBE向公司提供软件，用户必须使用这些工具。它们是出于需要而粘的，而不仅仅是欲望。因此，让我们都非常小心我们如何思考DIS，以及我们如何进行比较。</blockquote></p><p> Putting all of this together, I still believe that DIS is a wonderful business. However, I would be cautious about adding a ton, especially if that decision is based on dazzling subscriber growth, or incredible content development. At this point, I see DIS as a reasonable hold.</p><p><blockquote>综上所述，我仍然相信DIS是一个很棒的企业。然而，我会对增加一吨持谨慎态度，特别是如果这个决定是基于令人眼花缭乱的订户增长，或令人难以置信的内容开发。在这一点上，我认为DIS是一个合理的持有量。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4475050-disney-all-subscribers-are-not-created-equal\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4475050-disney-all-subscribers-are-not-created-equal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119480728","content_text":"Summary\n\nQQQ has easily beaten DIS whereas SPY has done about the same.\nDIS has not fully bounced back from 2020 but it's certainly healing.\nDIS is far more like NFLX than MSFT or ADBE, despite any discussion or comparisons related to subscriber growth and associated metrics.\nDIS has been far less of a growth stock than NFLX, MSFT, and ADBE.\n\nMarvin Samuel Tolentino Pineda/iStock Editorial via Getty Images\nBackground\nI've owned Disney (DIS) since early 2016. I greatly enjoy DIS products and services. I am reasonably pleased with DIS stock performance.\nData by YCharts\n53% gains in 5 years isn't terrible but it's not spectacular either. For added perspective, let's quickly compare DIS with the S&P 500 (SPY) and the Nasdaq 100 (QQQ) over 10 years or so.\nData by YCharts\nAs you can see, I zoomed out for a bigger picture view of things. Clearly, QQQ has crushed DIS. Over the same time, DIS has done about as well as SPY. It's clear the 2020 was rough on the price of DIS stock. However, it was also an incredible pivot opportunity for the business with Disney Plus, the streaming home of Disney, Pixar, Marvel, Star Wars, National Geographic, and way more.\nBusiness Model Update\nIt's clear that DIS has been incredibly focused on subscribers for Disney Plus. Here's a quick peek, from the Q4 2021 Earnings Call:\n\n On the Direct-to-Consumer side, we are extremely pleased with the success of our portfolio streaming services. Disney+, ESPN+ and Hulu continue to perform incredibly well with a 118.1 million, 17.1 million, and 43.8 million subscribers, respectively, for a total of a 179 million subscriptions. To put this growth in perspective, in the past fiscal year alone, we have grown the total number of subscriptions across our DTC portfolio by 48%, and Disney+ subs in particular by 60%.\n\nNow, here's the good news and bad news. DIS leadership is planning to reach 230 million to 260 million paid subscribers globally by the end of fiscal year 2024. Obviously, that's phenomenal growth and investors should cheer. However, the dark side is that this growth isn't free.DIS doesn't expect their portfolio of streaming services to reach profitability until 2024.Ouch.\nThe key point is that DIS is not simply bolting on Disney Plus, ESPN Plus, Hulu and so on, and adding profits to the bottom line. Instead, getting to this current level of subscribers has been chewing up time and resources. And, it'll be nasty for years. The investment will drain resources. More about this later.\nOf course, very long term investors can cheer. DIS literally has the best intellectual media assets in the world. Really, there isn't any company even close. The library is amazing, huge, and growing.See for yourself.\nAs a quick aside, most people, and most analysts expected a bigger \"snap back\" from 2020, especially in relation to park visits and related activity. For example, here's what we learned about attendance in August 2021:\n\n Disney world does not share its actual capacity nor the number of attendees they get daily. But as stated above, the estimated number of average daily attendees was 57,000 before the pandemic started. So, at present, it might be welcoming a maximum of 35,000 guests daily \n running with a 35% capacity. [Emphasis: Author]\n\nBig picture, I'm not too worried about the parks and related real-world experiences offered by DIS. It might take longer to get running at full steam, but DIS can do it. I'm a bit more concerned that investors are expecting too much from DIS streaming services, without fully considering the costs. This is especially true for short term investors and speculators.\nDisney Is Not Microsoft or Adobe\nAnalysts like to compare DIS to enterprise software companies,as if all subscribers are created equal. Let's consider two incredible businesses. Both Microsoft (MSFT) and Adobe (ADBE) have done exceptionally well in recent years, compared to DIS.\nData by YCharts\nClearly, MSFT and ADBE have trounced DIS. In part, here's why:\nData by YCharts\nP/S for both MSFT and ADBE has roughly doubled. At a high level, prices are moving up faster than revenue generated for MSFT and ADBE. Meanwhile, investors place less value on DIS revenue. DIS has pretty much moved sideways.\nLet's talk some real numbers. MSFT has grown earnings by 17% per year over the last 10 years. In 2015, EPS was $2.63 and in 2021 it's about $8. ADBE has grown earnings by about 29% per year over the last 10 years. In 2015, EPS was $2.08 and it's expected to hit a staggering $12.46 this year. Meanwhile, here's how DIS looks:\nSource: FASTgraphs\nEPS might get back to 2015 levels in 2023. The dividend was killed off. DIS share price is dramatically higher, even now, compared to earnings. There's a lot of pain in this chart.\nAll if this isn't to bash DIS or to imply that the products or business is terrible. The DIS brand is pristine. Leadership is strong. The company isn't going to suddenly fall off the face of the Earth.The business is amazing.\nAll Subscribers Are Not Created Equal\nI'm not too keen to do this, but here's Netflix (NFLX) versus DIS.\nData by YCharts\nThe only point I want to make is that NFLX shareholders have done far better than DIS shareholders. And, for a different perspective, here's how $10K would have done over the last five years.\nData by YCharts\nIt's very hard for me to say that DIS is \"on sale\" when I look at the relatively flat performance over the last five years. While I think of DIS as a growth stock,it's less of a growth stock than NFLX, MSFT, and ADBE.\nIn large part, I believe this is all about our definition of subscribers. I'll come back to that in a second. First, feast your eyes on this:\nData by YCharts\nWhat you're seeing is profit margin for DIS, NFLX, MSFT and ADBE. Quite frankly, this paints a damning picture of DIS, especially since 2020. What's most impressive, on the other hand, is how MSFT and ADBE have had has consistently high and growing profit margins. I've got to say, I'm actually a bit surprised that NFLX just keeps getting stronger and stronger in this department as well.\nBy the way, as a sidebar, it's easy to complain about the NFLX P/E ratio. It's over 50 right now. But, at the same time, DIS is at 37, MSFT is at 37, and ADBE is at 52. In that respect, they are all quite overvalued.\nWrap Up\nNow, here are my biggest points. NFLX has spent more than DIS on content and also has first mover advantage, loyalty and entrenchment. Many people have both NFLX and DIS, so I see less of a \"war\" than most people. Furthermore, it appears that NFLX has done an outstanding operational job, and their capital allocation has been strong. It's hard to look at this chart and dismiss NFLX. Clearly, it's a well-run company.\nData by YCharts\nThis next chart is extremely noisy, but you can scroll down and see the truth with your own two eyes. DIS has rather poor ROE, ROA and ROIC compared to NFLX, MSFT and ADBE.\nData by YCharts\nTo be fair, DIS was doing a pretty good job through early 2019. However, very importantly,the drops appear to have started before 2020. We cannot blame the pandemic for the decline in ROE, ROA and ROIC.\nTo be clear,DIS is going to be going gangbusters on content.\n\n Disney plans to increase its overall content spend to around $33bn in 2022, marking an $8bn rise from the previous year.\n\nFurthermore, the idea is that DIS will be rapidly growing the subscriber base.\n\n Disney+ is expected to add 140 million subscribers between 2021 and 2026 to take its total to 271 million. Netflix, meanwhile, will add 53 million subscribers through the same period, taking it to a 2026 total of 275 million.\n\nIn short, DIS isn't about to be left in the dust by NFLX. Something like 60 unscripted series, 30 comedy series and 25 drama shows will be produced. There's really too much to list here. Money is being put to work by DIS.\nNow, shifting gears, I have to say that both MSFT and ADBE have dramatically different types of subscribers. DIS and NFLX satisfy entertainment desires. These are wants,not needs.\nHere's a good way to think about MSFT and ADBE:\n\n Both companies armed businesses big and small with the tools needed to stay in business since the pandemic. As the world moved to virtual work and school, PDFs with virtual signatures and Word docs with important information became standard.\n\nIn other words, MSFT and ADBE subscribers aren't \"addicted\" to the software, as much as they arerequired to use it to do work. When your job is on the line, you've got to be using industry standard tools. Furthermore, both NFLX and DIS are B2C whereas MSFT and ADBE are B2B. It's almost impossible to compare these companies, in terms of subscribers. Sure, we can discuss subscriber counts, subscriber growth, and so forth. But, MSFT and ADBE provide software to companies, and users must use those tools. They are sticky out of necessity, not mere desire. Therefore, let's all be very careful about how we think about DIS, and how we make comparisons.\nPutting all of this together, I still believe that DIS is a wonderful business. However, I would be cautious about adding a ton, especially if that decision is based on dazzling subscriber growth, or incredible content development. At this point, I see DIS as a reasonable hold.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":4260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876805607,"gmtCreate":1637287635637,"gmtModify":1637287635637,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"How would this impact other brands?&nbsp;","listText":"How would this impact other brands?&nbsp;","text":"How would this impact other brands?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876805607","repostId":"2184897139","repostType":4,"isVote":1,"tweetType":1,"viewCount":5497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844269083,"gmtCreate":1636431602331,"gmtModify":1636431817979,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"A timely move, in view of black Fri and Christmas&nbsp;","listText":"A timely move, in view of black Fri and Christmas&nbsp;","text":"A timely move, in view of black Fri and Christmas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844269083","repostId":"2182577215","repostType":4,"isVote":1,"tweetType":1,"viewCount":4323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842299313,"gmtCreate":1636177315754,"gmtModify":1636177315855,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Important for chip makers too","listText":"Important for chip makers too","text":"Important for chip makers too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842299313","repostId":"2181742831","repostType":4,"isVote":1,"tweetType":1,"viewCount":3715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846768182,"gmtCreate":1636115054086,"gmtModify":1636115054180,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Good food for thought&nbsp;","listText":"Good food for thought&nbsp;","text":"Good food for thought","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846768182","repostId":"1142385683","repostType":4,"repost":{"id":"1142385683","kind":"news","pubTimestamp":1636108868,"share":"https://www.laohunote.com/m/news/1142385683?lang=zh_CN&edition=full","pubTime":"2021-11-05 18:41","market":"us","language":"en","title":"Real Good Food Prices IPO At $12/Share, Below Expected Range<blockquote>Real Good Food Prices IPO 价格为 12 美元/股，低于预期范围</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142385683","media":"Benzinga","summary":"Real Good Food Company Inc has priced its initial public offering (IPO) of 5.3 million shares of Cla","content":"<p><div> Real Good Food Company Inc has priced its initial public offering (IPO) of 5.3 million shares of Class A common stock at $12 per share. Founded in 2016, Real Good Foods develops, markets, and ...</p><p><blockquote><div>Real Good Food Company Inc 已将其 530 万股 A 类普通股的首次公开募股 (IPO) 定价为每股 12 美元。Real Good Foods成立于2016年，开发、营销和……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/23917459/real-good-food-prices-ipo-at-12share-below-expected-range\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/23917459/real-good-food-prices-ipo-at-12share-below-expected-range\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Real Good Food Prices IPO At $12/Share, Below Expected Range<blockquote>Real Good Food Prices IPO 价格为 12 美元/股，低于预期范围</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\">\nReal Good Food Prices IPO At $12/Share, Below Expected Range<blockquote>Real Good Food Prices IPO 价格为 12 美元/股，低于预期范围</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-05 18:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Real Good Food Company Inc has priced its initial public offering (IPO) of 5.3 million shares of Class A common stock at $12 per share. Founded in 2016, Real Good Foods develops, markets, and ...</p><p><blockquote><div>Real Good Food Company Inc 已将其 530 万股 A 类普通股的首次公开募股 (IPO) 定价为每股 12 美元。Real Good Foods成立于2016年，开发、营销和……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/23917459/real-good-food-prices-ipo-at-12share-below-expected-range\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/23917459/real-good-food-prices-ipo-at-12share-below-expected-range\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/11/23917459/real-good-food-prices-ipo-at-12share-below-expected-range\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RLGDF":"RED LAKE GOLD INC"},"source_url":"https://www.benzinga.com/news/21/11/23917459/real-good-food-prices-ipo-at-12share-below-expected-range","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142385683","content_text":"Real Good Food Company Inc has priced its initial public offering (IPO) of 5.3 million shares of Class A common stock at $12 per share.\nFounded in 2016, Real Good Foods develops, markets, and manufactures comfort foods intended to be sold in the health and wellness segment of the frozen food category.\nThe company and a selling stockholder have also granted the underwriters a 30-day option to purchase up to an additional 0.8 million shares at IPO price.\nReal Good Food had expected to price the IPO at $14 - $16 per share.\nReal Good Foods expects gross proceeds from this offering to be approximately $64.0 million.\nThe company expects the shares to begin trading on the Nasdaq Global Market on November 5, 2021, under the ticker symbol \"RGF.\"\nThe company expects the offering to close on November 9, 2021.\nJefferies and William Blair & Company, L.L.C. are serving as lead book-running managers for the offering.","news_type":1,"symbols_score_info":{"RLGDF":0.9}},"isVote":1,"tweetType":1,"viewCount":4144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841463852,"gmtCreate":1635935270667,"gmtModify":1635935320079,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Hope the stock doesn't go cold!&nbsp;","listText":"Hope the stock doesn't go cold!&nbsp;","text":"Hope the stock doesn't go cold!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841463852","repostId":"1134896841","repostType":4,"repost":{"id":"1134896841","kind":"news","pubTimestamp":1635933860,"share":"https://www.laohunote.com/m/news/1134896841?lang=zh_CN&edition=full","pubTime":"2021-11-03 18:04","market":"us","language":"en","title":"Starbucks rolls out holiday drink menu, featuring a new sugar cookie latte<blockquote>星巴克推出节日饮料菜单，推出新的糖饼干拿铁</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134896841","media":"Yahoo","summary":"Starbucks (SBUX) is officially kicking off the holiday season with its new holiday lineup, along wit","content":"<p>Starbucks (SBUX) is officially kicking off the holiday season with its new holiday lineup, along with some classic favorites.</p><p><blockquote>星巴克（SBUX）以其新的假日阵容以及一些经典的最爱正式拉开了假日季的序幕。</blockquote></p><p> The Seattle-based coffee giant announced the return of its holiday menu with holiday shoppers hitting the storesearlier than ever. The lineup is set to hit all U.S. locations beginning on Thursday, November 3rd, and will debut alongside four new holiday cup designs: wrapping paper, ribbon, holiday lights and candy cane.</p><p><blockquote>这家总部位于西雅图的咖啡巨头宣布回归假日菜单，假日购物者比以往任何时候都更早到达商店。该系列将于11月3日周四开始登陆美国所有地区，并将与四种新的节日杯设计一起首次亮相：包装纸、丝带、节日灯和拐杖糖。</blockquote></p><p> For the first-time ever, the company will debut a non-dairy beverage in its holiday lineup, the Iced Sugar Cookie Almond Milk Latte, which can be either cold or hot. The beverage is crafted with sugar cookie flavored syrup, Starbucks' trademarked blonde espresso, almond milk and topped with red and green sprinkles.</p><p><blockquote>有史以来第一次，该公司将在其假日系列中首次推出非乳制品饮料，冰糖饼干杏仁牛奶拿铁，可以是冷的也可以是热的。这种饮料由糖饼干味糖浆、星巴克商标的金发浓缩咖啡、杏仁奶制成，上面撒有红色和绿色的糖粉。</blockquote></p><p> Starbucks is also bringing back its well-known favorites like Peppermint Mocha, Caramel Brulee, Chestnut Praline and Toasted White Chocolate Mocha. The Irish Cream Cold Brew, which debuted in 2019 and typically debuts in December, will hit the menus earlier than ever this holiday.</p><p><blockquote>星巴克还带回了其众所周知的最爱，如薄荷摩卡、焦糖布丁、栗子果仁糖和烤白巧克力摩卡。爱尔兰奶油冷萃于2019年首次亮相，通常在12月首次亮相，这个假期将比以往任何时候都更早出现在菜单上。</blockquote></p><p> Starbucks' decision to add a cold beverage to its holiday lineup, and to re-introduce the Irish Cream Cold Brew, may be no surprise to consumers and Wall Street alike. In recent months, the coffee giant has touted therise of cold drinks, which now account for awhopping 75% of total beverage sales.</p><p><blockquote>星巴克决定在其假日产品线中添加冷饮，并重新推出爱尔兰奶油冷饮，这对消费者和华尔街来说可能并不奇怪。近几个月来，这家咖啡巨头一直在兜售冷饮，冷饮目前占饮料总销售额的 75%。</blockquote></p><p> As far as a sweet treat to grab with the holiday drinks, Starbucks is bringing back the Sugar Plum Danish, Cranberry Bliss Bar and Snowman Cookie. However, keep a lookout for a newcomer, the company is unveiling a new addition: the Reindeer Cake Pop.</p><p><blockquote>至于节日饮料的甜点，星巴克将重新推出糖梅丹麦、蔓越莓极乐棒和雪人饼干。然而，请留意一个新人，该公司正在推出一个新的补充：驯鹿蛋糕流行。</blockquote></p><p> According to Ethan Chernofsky, CMO of data intelligence platform Placer.ai, there's potential for Starbucks to see a big boost in traffic around this time of year and from the addition of new flavors.</p><p><blockquote>数据智能平台 Placer.ai 的首席营销官伊桑·切尔诺夫斯基 (Ethan Chernofsky) 表示，星巴克在每年的这个时候以及新口味的添加，客流量有可能大幅增加。</blockquote></p><p> He&nbsp;told Yahoo Finance&nbsp;there's a pent-up demand for brick-and-mortar due to COVID-19, which means \"substantial visits to malls, to shopping centers and in general\" and good news for Starbucks.</p><p><blockquote>他告诉雅虎财经，由于 COVID-19，对实体店的需求被压抑，这意味着“购物中心、购物中心和总体上的大量访问量”，这对星巴克来说是个好消息。</blockquote></p><p> \"When we see that type of behavior, we see a really big surge for Starbucks,\" the analyst said. \"Let's be clear, when you go shopping for a long day, there is nothing that helps make that day a little bit easier than a coffee, maybe two, at some point along that trip.\"</p><p><blockquote>这位分析师表示：“当我们看到这种行为时，我们会看到星巴克的销量大幅增长。”“让我们明确一点，当你去购物一整天时，没有什么比在旅途中的某个时候喝杯咖啡（也许是两杯）更能让这一天变得轻松一点了。”</blockquote></p><p> On top of that, Starbucks loyal following of consumers will likely run to try the latest creation.</p><p><blockquote>最重要的是，星巴克的忠实追随者可能会跑去尝试最新的产品。</blockquote></p><p> The foot traffic following known-beverages like the Pumpkin Spice Latte shows \"how powerful a position Starbucks plays within the coffee sector, but within the wider zeitgeist, in the sense that when they launch something, people are excited and willing to try it.\"</p><p><blockquote>南瓜香料拿铁等知名饮料的客流量表明“星巴克在咖啡行业以及更广泛的时代精神中占据着多么强大的地位，从某种意义上说，当他们推出某样东西时，人们会感到兴奋并愿意尝试。”</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>Starbucks rolls out holiday drink menu, featuring a new sugar cookie latte<blockquote>星巴克推出节日饮料菜单，推出新的糖饼干拿铁</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\">\nStarbucks rolls out holiday drink menu, featuring a new sugar cookie latte<blockquote>星巴克推出节日饮料菜单，推出新的糖饼干拿铁</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-11-03 18:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Starbucks (SBUX) is officially kicking off the holiday season with its new holiday lineup, along with some classic favorites.</p><p><blockquote>星巴克（SBUX）以其新的假日阵容以及一些经典的最爱正式拉开了假日季的序幕。</blockquote></p><p> The Seattle-based coffee giant announced the return of its holiday menu with holiday shoppers hitting the storesearlier than ever. The lineup is set to hit all U.S. locations beginning on Thursday, November 3rd, and will debut alongside four new holiday cup designs: wrapping paper, ribbon, holiday lights and candy cane.</p><p><blockquote>这家总部位于西雅图的咖啡巨头宣布回归假日菜单，假日购物者比以往任何时候都更早到达商店。该系列将于11月3日周四开始登陆美国所有地区，并将与四种新的节日杯设计一起首次亮相：包装纸、丝带、节日灯和拐杖糖。</blockquote></p><p> For the first-time ever, the company will debut a non-dairy beverage in its holiday lineup, the Iced Sugar Cookie Almond Milk Latte, which can be either cold or hot. The beverage is crafted with sugar cookie flavored syrup, Starbucks' trademarked blonde espresso, almond milk and topped with red and green sprinkles.</p><p><blockquote>有史以来第一次，该公司将在其假日系列中首次推出非乳制品饮料，冰糖饼干杏仁牛奶拿铁，可以是冷的也可以是热的。这种饮料由糖饼干味糖浆、星巴克商标的金发浓缩咖啡、杏仁奶制成，上面撒有红色和绿色的糖粉。</blockquote></p><p> Starbucks is also bringing back its well-known favorites like Peppermint Mocha, Caramel Brulee, Chestnut Praline and Toasted White Chocolate Mocha. The Irish Cream Cold Brew, which debuted in 2019 and typically debuts in December, will hit the menus earlier than ever this holiday.</p><p><blockquote>星巴克还带回了其众所周知的最爱，如薄荷摩卡、焦糖布丁、栗子果仁糖和烤白巧克力摩卡。爱尔兰奶油冷萃于2019年首次亮相，通常在12月首次亮相，这个假期将比以往任何时候都更早出现在菜单上。</blockquote></p><p> Starbucks' decision to add a cold beverage to its holiday lineup, and to re-introduce the Irish Cream Cold Brew, may be no surprise to consumers and Wall Street alike. In recent months, the coffee giant has touted therise of cold drinks, which now account for awhopping 75% of total beverage sales.</p><p><blockquote>星巴克决定在其假日产品线中添加冷饮，并重新推出爱尔兰奶油冷饮，这对消费者和华尔街来说可能并不奇怪。近几个月来，这家咖啡巨头一直在兜售冷饮，冷饮目前占饮料总销售额的 75%。</blockquote></p><p> As far as a sweet treat to grab with the holiday drinks, Starbucks is bringing back the Sugar Plum Danish, Cranberry Bliss Bar and Snowman Cookie. However, keep a lookout for a newcomer, the company is unveiling a new addition: the Reindeer Cake Pop.</p><p><blockquote>至于节日饮料的甜点，星巴克将重新推出糖梅丹麦、蔓越莓极乐棒和雪人饼干。然而，请留意一个新人，该公司正在推出一个新的补充：驯鹿蛋糕流行。</blockquote></p><p> According to Ethan Chernofsky, CMO of data intelligence platform Placer.ai, there's potential for Starbucks to see a big boost in traffic around this time of year and from the addition of new flavors.</p><p><blockquote>数据智能平台 Placer.ai 的首席营销官伊桑·切尔诺夫斯基 (Ethan Chernofsky) 表示，星巴克在每年的这个时候以及新口味的添加，客流量有可能大幅增加。</blockquote></p><p> He&nbsp;told Yahoo Finance&nbsp;there's a pent-up demand for brick-and-mortar due to COVID-19, which means \"substantial visits to malls, to shopping centers and in general\" and good news for Starbucks.</p><p><blockquote>他告诉雅虎财经，由于 COVID-19，对实体店的需求被压抑，这意味着“购物中心、购物中心和总体上的大量访问量”，这对星巴克来说是个好消息。</blockquote></p><p> \"When we see that type of behavior, we see a really big surge for Starbucks,\" the analyst said. \"Let's be clear, when you go shopping for a long day, there is nothing that helps make that day a little bit easier than a coffee, maybe two, at some point along that trip.\"</p><p><blockquote>这位分析师表示：“当我们看到这种行为时，我们会看到星巴克的销量大幅增长。”“让我们明确一点，当你去购物一整天时，没有什么比在旅途中的某个时候喝杯咖啡（也许是两杯）更能让这一天变得轻松一点了。”</blockquote></p><p> On top of that, Starbucks loyal following of consumers will likely run to try the latest creation.</p><p><blockquote>最重要的是，星巴克的忠实追随者可能会跑去尝试最新的产品。</blockquote></p><p> The foot traffic following known-beverages like the Pumpkin Spice Latte shows \"how powerful a position Starbucks plays within the coffee sector, but within the wider zeitgeist, in the sense that when they launch something, people are excited and willing to try it.\"</p><p><blockquote>南瓜香料拿铁等知名饮料的客流量表明“星巴克在咖啡行业以及更广泛的时代精神中占据着多么强大的地位，从某种意义上说，当他们推出某样东西时，人们会感到兴奋并愿意尝试。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/starbucks-holiday-drinks-are-back-on-the-menu-with-a-new-iced-latte-entree-090124820.html\">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":{"SBUX":"星巴克"},"source_url":"https://finance.yahoo.com/news/starbucks-holiday-drinks-are-back-on-the-menu-with-a-new-iced-latte-entree-090124820.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134896841","content_text":"Starbucks (SBUX) is officially kicking off the holiday season with its new holiday lineup, along with some classic favorites.\nThe Seattle-based coffee giant announced the return of its holiday menu with holiday shoppers hitting the storesearlier than ever. The lineup is set to hit all U.S. locations beginning on Thursday, November 3rd, and will debut alongside four new holiday cup designs: wrapping paper, ribbon, holiday lights and candy cane.\nFor the first-time ever, the company will debut a non-dairy beverage in its holiday lineup, the Iced Sugar Cookie Almond Milk Latte, which can be either cold or hot. The beverage is crafted with sugar cookie flavored syrup, Starbucks' trademarked blonde espresso, almond milk and topped with red and green sprinkles.\nStarbucks is also bringing back its well-known favorites like Peppermint Mocha, Caramel Brulee, Chestnut Praline and Toasted White Chocolate Mocha. The Irish Cream Cold Brew, which debuted in 2019 and typically debuts in December, will hit the menus earlier than ever this holiday.\nStarbucks' decision to add a cold beverage to its holiday lineup, and to re-introduce the Irish Cream Cold Brew, may be no surprise to consumers and Wall Street alike. In recent months, the coffee giant has touted therise of cold drinks, which now account for awhopping 75% of total beverage sales.\nAs far as a sweet treat to grab with the holiday drinks, Starbucks is bringing back the Sugar Plum Danish, Cranberry Bliss Bar and Snowman Cookie. However, keep a lookout for a newcomer, the company is unveiling a new addition: the Reindeer Cake Pop.\nAccording to Ethan Chernofsky, CMO of data intelligence platform Placer.ai, there's potential for Starbucks to see a big boost in traffic around this time of year and from the addition of new flavors.\nHe told Yahoo Finance there's a pent-up demand for brick-and-mortar due to COVID-19, which means \"substantial visits to malls, to shopping centers and in general\" and good news for Starbucks.\n\"When we see that type of behavior, we see a really big surge for Starbucks,\" the analyst said. \"Let's be clear, when you go shopping for a long day, there is nothing that helps make that day a little bit easier than a coffee, maybe two, at some point along that trip.\"\nOn top of that, Starbucks loyal following of consumers will likely run to try the latest creation.\nThe foot traffic following known-beverages like the Pumpkin Spice Latte shows \"how powerful a position Starbucks plays within the coffee sector, but within the wider zeitgeist, in the sense that when they launch something, people are excited and willing to try it.\"","news_type":1,"symbols_score_info":{"SBUX":0.9}},"isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852330487,"gmtCreate":1635240156267,"gmtModify":1635240156369,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Batteries are very important esp w lack of infra&nbsp;","listText":"Batteries are very important esp w lack of infra&nbsp;","text":"Batteries are very important esp w lack of infra","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852330487","repostId":"1111450640","repostType":4,"isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856946049,"gmtCreate":1635145862855,"gmtModify":1635145863008,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"How does this affect the stocks of the larger infrastructure?&nbsp;","listText":"How does this affect the stocks of the larger infrastructure?&nbsp;","text":"How does this affect the stocks of the larger infrastructure?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856946049","repostId":"2178449818","repostType":4,"isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853881901,"gmtCreate":1634788492422,"gmtModify":1634788998418,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"How would this affect the overall growth model of Pinterest?&nbsp;","listText":"How would this affect the overall growth model of Pinterest?&nbsp;","text":"How would this affect the overall growth model of Pinterest?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853881901","repostId":"1174487467","repostType":4,"repost":{"id":"1174487467","kind":"news","pubTimestamp":1634784081,"share":"https://www.laohunote.com/m/news/1174487467?lang=zh_CN&edition=full","pubTime":"2021-10-21 10:41","market":"us","language":"en","title":"Pinterest Stock: Buy, Sell, or Hold Ahead of Possible Buyout?<blockquote>Pinterest股票：在可能的收购之前买入、卖出还是持有？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174487467","media":"Motley Fool","summary":"Following the visual search and media specialist stock's sharp gain on Wednesday, some investors may be facing a dilemma.","content":"<p>News broke on Wednesday that&nbsp;<b>PayPal Holdings</b>&nbsp;may be considering an acquisition of visual search and media company&nbsp;<b>Pinterest</b>. The rumor sent shares of Pinterest soaring. As of 1 p.m. EDT, the stock was up about 13%.</p><p><blockquote>周三有消息称<b>PayPal控股</b>可能正在考虑收购视觉搜索和媒体公司<b>Pinterest</b>该传闻导致Pinterest股价飙升。截至下午 1 点美国东部时间，该股上涨约 13%。</blockquote></p><p> The timing of PayPal's consideration to buy Pinterest makes sense. The stock has been hammered this year. Before the&nbsp;growth stock's bump today, shares were down 16% year to date. Moreover, the stock is down 30% from all time highs -- and that includes the stock's pop on Wednesday.</p><p><blockquote>PayPal考虑收购Pinterest的时机是有道理的。该股今年遭受重创。在今天成长型股票上涨之前，今年迄今为止股价已下跌 16%。此外，该股较历史高点下跌了 30%，其中包括该股周三的上涨。</blockquote></p><p> Given this rumor and the stock's big gain today, what should investors do?</p><p><blockquote>鉴于这个谣言和该股今天的大幅上涨，投资者应该怎么做？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/790f663fcc9ff359708d1a76cbee7a09\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: PINTEREST.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：PINTEREST。</span></p></blockquote></p><p> <b>Buyout rumors: What you need to know</b></p><p><blockquote><b>收购谣言：您需要了解什么</b></blockquote></p><p> PayPal has been reportedly talking with Pinterest about buying the company for a potential price of $70 per share, Bloomberg News said on Wednesday. This would represent more than a 25% premium for Pinterest stock based on where shares were trading before this rumor started circling.</p><p><blockquote>彭博新闻社周三称，据报道，PayPal一直在与Pinterest就以每股 70 美元的潜在价格收购该公司进行谈判。根据谣言开始流传之前的股票交易情况，这将意味着Pinterest股票的溢价超过 25%。</blockquote></p><p> The photo- and idea-sharing website, which makes most of its money from digital advertising sales, has been morphing into a discovery platform for online purchases. Indeed, just this month, Pinterest announced new features that enabled sellers to upload product catalogs and make them discoverable to target audiences. The evolving shopping aspect of Pinterest's platform may be one thing that makes the potential acquisition attractive to digital payment juggernaut PayPal.</p><p><blockquote>这个照片和创意分享网站的大部分收入来自数字广告销售，它已经转变为一个在线购物的发现平台。事实上，就在本月，Pinterest宣布了新功能，使卖家能够上传产品目录，并使其可被目标受众发现。Pinterest 平台不断发展的购物方面可能是此次潜在收购对数字支付巨头PayPal具有吸引力的原因之一。</blockquote></p><p> <b>What should investors do?</b></p><p><blockquote><b>投资者该怎么办？</b></blockquote></p><p> Given the stock's sudden surge, current Pinterest shareholders may be tempted to do some profit-taking. And prospective investors may be considering buying the stock in hopes that the potential acquisition is more than just a rumor. After all, the rumored $70 price tag still represents a 13% premium from where shares are trading at the time of this writing.</p><p><blockquote>鉴于该股的突然飙升，目前的Pinterest股东可能会忍不住进行一些获利了结。潜在投资者可能会考虑购买该股票，希望潜在的收购不仅仅是谣言。毕竟，传闻中的 70 美元价格仍然比撰写本文时的股价溢价 13%。</blockquote></p><p> While it's tempting to take action on this news, oftentimes in investing it's best to lean toward inaction over action.</p><p><blockquote>虽然对这一消息采取行动很有诱惑力，但在投资中，通常最好倾向于不作为而不是行动。</blockquote></p><p> For&nbsp;investors&nbsp;who already owned Pinterest stock, there was likely something about the underlying business that seemed attractive to them. Pinterest's core business remains -- and it will remain even if the acquisition never pans out. So why sell today?</p><p><blockquote>对于已经拥有Pinterest股票的投资者来说，基础业务可能有一些对他们有吸引力的地方。Pinterest 的核心业务仍然存在，即使收购从未成功，它也将继续存在。那么为什么今天卖出呢？</blockquote></p><p> For investors who didn't own the stock, there was likely a reason they were avoiding it already -- so they shouldn't rush to buy shares out of speculation that they'll see a short-term pop. After all, it's always possible that an acquisition never comes to fruition.</p><p><blockquote>对于不拥有该股票的投资者来说，他们已经避免购买该股票可能是有原因的——因此他们不应该因为猜测会看到短期上涨而急于购买股票。毕竟，收购总是有可能永远不会实现。</blockquote></p><p> So, are Pinterest shares a buy, sell, or hold today? It's likely wise to consider them a hold -- at least until there's more clarity about whether the company will remain independent or not.</p><p><blockquote>那么，今天Pinterest股票是买入、卖出还是持有呢？将它们视为持有可能是明智的——至少在公司是否会保持独立之前是这样。</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>Pinterest Stock: Buy, Sell, or Hold Ahead of Possible Buyout?<blockquote>Pinterest股票：在可能的收购之前买入、卖出还是持有？</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\">\nPinterest Stock: Buy, Sell, or Hold Ahead of Possible Buyout?<blockquote>Pinterest股票：在可能的收购之前买入、卖出还是持有？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-10-21 10:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>News broke on Wednesday that&nbsp;<b>PayPal Holdings</b>&nbsp;may be considering an acquisition of visual search and media company&nbsp;<b>Pinterest</b>. The rumor sent shares of Pinterest soaring. As of 1 p.m. EDT, the stock was up about 13%.</p><p><blockquote>周三有消息称<b>PayPal控股</b>可能正在考虑收购视觉搜索和媒体公司<b>Pinterest</b>该传闻导致Pinterest股价飙升。截至下午 1 点美国东部时间，该股上涨约 13%。</blockquote></p><p> The timing of PayPal's consideration to buy Pinterest makes sense. The stock has been hammered this year. Before the&nbsp;growth stock's bump today, shares were down 16% year to date. Moreover, the stock is down 30% from all time highs -- and that includes the stock's pop on Wednesday.</p><p><blockquote>PayPal考虑收购Pinterest的时机是有道理的。该股今年遭受重创。在今天成长型股票上涨之前，今年迄今为止股价已下跌 16%。此外，该股较历史高点下跌了 30%，其中包括该股周三的上涨。</blockquote></p><p> Given this rumor and the stock's big gain today, what should investors do?</p><p><blockquote>鉴于这个谣言和该股今天的大幅上涨，投资者应该怎么做？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/790f663fcc9ff359708d1a76cbee7a09\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: PINTEREST.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：PINTEREST。</span></p></blockquote></p><p> <b>Buyout rumors: What you need to know</b></p><p><blockquote><b>收购谣言：您需要了解什么</b></blockquote></p><p> PayPal has been reportedly talking with Pinterest about buying the company for a potential price of $70 per share, Bloomberg News said on Wednesday. This would represent more than a 25% premium for Pinterest stock based on where shares were trading before this rumor started circling.</p><p><blockquote>彭博新闻社周三称，据报道，PayPal一直在与Pinterest就以每股 70 美元的潜在价格收购该公司进行谈判。根据谣言开始流传之前的股票交易情况，这将意味着Pinterest股票的溢价超过 25%。</blockquote></p><p> The photo- and idea-sharing website, which makes most of its money from digital advertising sales, has been morphing into a discovery platform for online purchases. Indeed, just this month, Pinterest announced new features that enabled sellers to upload product catalogs and make them discoverable to target audiences. The evolving shopping aspect of Pinterest's platform may be one thing that makes the potential acquisition attractive to digital payment juggernaut PayPal.</p><p><blockquote>这个照片和创意分享网站的大部分收入来自数字广告销售，它已经转变为一个在线购物的发现平台。事实上，就在本月，Pinterest宣布了新功能，使卖家能够上传产品目录，并使其可被目标受众发现。Pinterest 平台不断发展的购物方面可能是此次潜在收购对数字支付巨头PayPal具有吸引力的原因之一。</blockquote></p><p> <b>What should investors do?</b></p><p><blockquote><b>投资者该怎么办？</b></blockquote></p><p> Given the stock's sudden surge, current Pinterest shareholders may be tempted to do some profit-taking. And prospective investors may be considering buying the stock in hopes that the potential acquisition is more than just a rumor. After all, the rumored $70 price tag still represents a 13% premium from where shares are trading at the time of this writing.</p><p><blockquote>鉴于该股的突然飙升，目前的Pinterest股东可能会忍不住进行一些获利了结。潜在投资者可能会考虑购买该股票，希望潜在的收购不仅仅是谣言。毕竟，传闻中的 70 美元价格仍然比撰写本文时的股价溢价 13%。</blockquote></p><p> While it's tempting to take action on this news, oftentimes in investing it's best to lean toward inaction over action.</p><p><blockquote>虽然对这一消息采取行动很有诱惑力，但在投资中，通常最好倾向于不作为而不是行动。</blockquote></p><p> For&nbsp;investors&nbsp;who already owned Pinterest stock, there was likely something about the underlying business that seemed attractive to them. Pinterest's core business remains -- and it will remain even if the acquisition never pans out. So why sell today?</p><p><blockquote>对于已经拥有Pinterest股票的投资者来说，基础业务可能有一些对他们有吸引力的地方。Pinterest 的核心业务仍然存在，即使收购从未成功，它也将继续存在。那么为什么今天卖出呢？</blockquote></p><p> For investors who didn't own the stock, there was likely a reason they were avoiding it already -- so they shouldn't rush to buy shares out of speculation that they'll see a short-term pop. After all, it's always possible that an acquisition never comes to fruition.</p><p><blockquote>对于不拥有该股票的投资者来说，他们已经避免购买该股票可能是有原因的——因此他们不应该因为猜测会看到短期上涨而急于购买股票。毕竟，收购总是有可能永远不会实现。</blockquote></p><p> So, are Pinterest shares a buy, sell, or hold today? It's likely wise to consider them a hold -- at least until there's more clarity about whether the company will remain independent or not.</p><p><blockquote>那么，今天Pinterest股票是买入、卖出还是持有呢？将它们视为持有可能是明智的——至少在公司是否会保持独立之前是这样。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/20/pinterest-stock-buy-sell-or-hold-ahead-of-buyout/\">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":{"PINS":"Pinterest, Inc."},"source_url":"https://www.fool.com/investing/2021/10/20/pinterest-stock-buy-sell-or-hold-ahead-of-buyout/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174487467","content_text":"News broke on Wednesday that PayPal Holdings may be considering an acquisition of visual search and media company Pinterest. The rumor sent shares of Pinterest soaring. As of 1 p.m. EDT, the stock was up about 13%.\nThe timing of PayPal's consideration to buy Pinterest makes sense. The stock has been hammered this year. Before the growth stock's bump today, shares were down 16% year to date. Moreover, the stock is down 30% from all time highs -- and that includes the stock's pop on Wednesday.\nGiven this rumor and the stock's big gain today, what should investors do?\nIMAGE SOURCE: PINTEREST.\nBuyout rumors: What you need to know\nPayPal has been reportedly talking with Pinterest about buying the company for a potential price of $70 per share, Bloomberg News said on Wednesday. This would represent more than a 25% premium for Pinterest stock based on where shares were trading before this rumor started circling.\nThe photo- and idea-sharing website, which makes most of its money from digital advertising sales, has been morphing into a discovery platform for online purchases. Indeed, just this month, Pinterest announced new features that enabled sellers to upload product catalogs and make them discoverable to target audiences. The evolving shopping aspect of Pinterest's platform may be one thing that makes the potential acquisition attractive to digital payment juggernaut PayPal.\nWhat should investors do?\nGiven the stock's sudden surge, current Pinterest shareholders may be tempted to do some profit-taking. And prospective investors may be considering buying the stock in hopes that the potential acquisition is more than just a rumor. After all, the rumored $70 price tag still represents a 13% premium from where shares are trading at the time of this writing.\nWhile it's tempting to take action on this news, oftentimes in investing it's best to lean toward inaction over action.\nFor investors who already owned Pinterest stock, there was likely something about the underlying business that seemed attractive to them. Pinterest's core business remains -- and it will remain even if the acquisition never pans out. So why sell today?\nFor investors who didn't own the stock, there was likely a reason they were avoiding it already -- so they shouldn't rush to buy shares out of speculation that they'll see a short-term pop. After all, it's always possible that an acquisition never comes to fruition.\nSo, are Pinterest shares a buy, sell, or hold today? It's likely wise to consider them a hold -- at least until there's more clarity about whether the company will remain independent or not.","news_type":1,"symbols_score_info":{"PINS":0.9}},"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859063856,"gmtCreate":1634640209013,"gmtModify":1634640209154,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Important to note","listText":"Important to note","text":"Important to note","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859063856","repostId":"1190293066","repostType":4,"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827072841,"gmtCreate":1634380655025,"gmtModify":1634380655132,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Wow that's great&nbsp;","listText":"Wow that's great&nbsp;","text":"Wow that's great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827072841","repostId":"1163053361","repostType":4,"repost":{"id":"1163053361","kind":"news","pubTimestamp":1634310263,"share":"https://www.laohunote.com/m/news/1163053361?lang=zh_CN&edition=full","pubTime":"2021-10-15 23:04","market":"us","language":"en","title":"Apple: International Opportunity Is Huge<blockquote>苹果：国际机遇巨大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163053361","media":"Seeking Alpha","summary":"Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge str","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple is trading at lower multiples than its peers and the Nasdaq.</li>  <li>Apple is making huge strides in the European as well as international markets.</li>  <li>As iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果的市盈率低于同行和纳斯达克。</li><li>苹果在欧洲和国际市场上都取得了巨大的进步。</li><li>随着iPhone的销售，AirPods、苹果手表以及音乐和街机等苹果服务也会销售。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Thesis</b></p><p><blockquote><b>论文</b></blockquote></p><p> Apple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B)&nbsp;portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.</p><p><blockquote>苹果（AAPL）是世界上市值最大的公司。虽然像苹果这样的大盘股通常接近公允价值，但苹果提出了一个令人信服的理由。沃伦·巴菲特可以说是有史以来最好的投资者，他将伯克希尔·哈撒韦公司 (BRK.A)(BRK.B) 投资组合的 40% 以上投资于苹果股票。所以我决定这里一定有一些价值主张。看了一遍之后，我得出了和沃伦·巴菲特一样的结论。苹果股票是绝佳的选择。</blockquote></p><p> Apple's potential on a global scale has not been adequately factored into the share price.</p><p><blockquote>苹果在全球范围内的潜力尚未被充分考虑到股价中。</blockquote></p><p> <b>Current Valuation</b></p><p><blockquote><b>当前估值</b></blockquote></p><p> To understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.</p><p><blockquote>要了解某样东西是否被低估，我们首先需要了解它当前的估值。为此，我将简要将其与市盈率和市盈率/自由现金流的一些类似股票进行比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3ac38cd59cd1890bbbab0bc6c0dee9d\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> As you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).</p><p><blockquote>如您所见，苹果的市盈率和市盈率/自由现金流倍数低于类似公司微软（MSFT）和Alphabet（GOOGL）。它的市盈率也低于纳斯达克指数（29.25）。</blockquote></p><p> This establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.</p><p><blockquote>这表明苹果的估值并没有溢价，以反映他们在国际扩张中拥有的巨大机会。</blockquote></p><p> <b>Apple In The US</b></p><p><blockquote><b>美国的苹果</b></blockquote></p><p> If you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.</p><p><blockquote>如果你像我一样，来自美国，似乎每个想要一部iPhone的人都有一部。你很有可能正在苹果标志性的有机发光二极管屏幕上阅读这篇文章。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e50a9091d291ea4b8efb3d37d00ad68\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statista</span></p></blockquote></p><p> Apple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.</p><p><blockquote>自2015年以来，苹果在美国的市场份额一直以低个位数百分比增长，目前2021年美国市场份额略低于50%。</blockquote></p><p> I see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.</p><p><blockquote>我看不出这种情况会发生重大变化的真正原因。就像我上面提到的，大多数想要iPhone的人已经拥有了一部。在处理如此高的市场份额时，很难增长，至少大幅增长。</blockquote></p><p> While I will not discuss this point in-depth, it is worth noting that in 2020, only about&nbsp;50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.</p><p><blockquote>虽然我不会深入讨论这一点，但值得注意的是，在2020年，他们只有大约50%的收入来自iPhone，即使在美国，他们的配件和可穿戴设备也有相当大的增长空间。</blockquote></p><p> <b>The International Market</b></p><p><blockquote><b>国际市场</b></blockquote></p><p> This is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.</p><p><blockquote>这就是我看到苹果的巨大机遇。他们已经在扩大全球市场份额的道路上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458c0f8e1a5cec6bdd874c1d7f9de7df\" tg-width=\"640\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> Over the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.</p><p><blockquote>在过去的5年里，AAPL的全球市场份额从十几岁/二十几岁上升到25%以上。苹果也接近超越三星成为全球市场份额的领导者，按照目前的速度，超越似乎将在未来12个月的某个时候发生。</blockquote></p><p> The upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.</p><p><blockquote>欧洲再次出现上升趋势。以下是 AAPL 过去 5 年的欧洲市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/581ba5b6950f54cb812ad7a9d0e4960e\" tg-width=\"640\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> In this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around&nbsp;741 million people, nearly&nbsp;2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.</p><p><blockquote>在这种情况下，苹果最近刚刚取代三星成为欧洲领先的智能手机供应商。欧洲拥有约7.41亿人口，几乎是美国人口的两倍，占据欧洲智能手机市场的大部分份额是巨大的。</blockquote></p><p> <b>What does that mean?</b></p><p><blockquote><b>那是什么意思？</b></blockquote></p><p> This is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.</p><p><blockquote>这只是一个开始，至少从销售的角度来看是这样。尽管苹果在最大的大陆之一控制了大部分份额，但其总收入的约1/4来自欧洲。</blockquote></p><p> One of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.</p><p><blockquote>苹果之所以成为如此强大的公司，其中一个原因是他们的 iPhone 本质上是一款“网关产品”。一旦你有了iPhone，你就被迫购买AirPods和苹果手表作为实体配件。苹果还提供iCloud照片存储、苹果音乐、苹果电视和苹果街机等。</blockquote></p><p> The proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.</p><p><blockquote>iPhone在全球范围内的普及为拥有庞大产品线的苹果打开了大门。投资者应该看看数字背后，认识到iPhone销量增长带来的真正机遇范围。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p></p><p> Apple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.</p><p><blockquote>与竞争对手相比，苹果的估值相对被低估，以及在国际市场上的巨大进步，使其成为一项有吸引力的投资。随着iPhone销量的持续增长，配件也将很快跟进。苹果已经过去了在相对较短的时间内看到100%增长的阶段。这是一只你买入并持有多年的股票，如果你聪明的话，一路上卖出备兑评级。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: International Opportunity Is Huge<blockquote>苹果：国际机遇巨大</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: International Opportunity Is Huge<blockquote>苹果：国际机遇巨大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-15 23:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple is trading at lower multiples than its peers and the Nasdaq.</li>  <li>Apple is making huge strides in the European as well as international markets.</li>  <li>As iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果的市盈率低于同行和纳斯达克。</li><li>苹果在欧洲和国际市场上都取得了巨大的进步。</li><li>随着iPhone的销售，AirPods、苹果手表以及音乐和街机等苹果服务也会销售。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Thesis</b></p><p><blockquote><b>论文</b></blockquote></p><p> Apple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B)&nbsp;portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.</p><p><blockquote>苹果（AAPL）是世界上市值最大的公司。虽然像苹果这样的大盘股通常接近公允价值，但苹果提出了一个令人信服的理由。沃伦·巴菲特可以说是有史以来最好的投资者，他将伯克希尔·哈撒韦公司 (BRK.A)(BRK.B) 投资组合的 40% 以上投资于苹果股票。所以我决定这里一定有一些价值主张。看了一遍之后，我得出了和沃伦·巴菲特一样的结论。苹果股票是绝佳的选择。</blockquote></p><p> Apple's potential on a global scale has not been adequately factored into the share price.</p><p><blockquote>苹果在全球范围内的潜力尚未被充分考虑到股价中。</blockquote></p><p> <b>Current Valuation</b></p><p><blockquote><b>当前估值</b></blockquote></p><p> To understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.</p><p><blockquote>要了解某样东西是否被低估，我们首先需要了解它当前的估值。为此，我将简要将其与市盈率和市盈率/自由现金流的一些类似股票进行比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3ac38cd59cd1890bbbab0bc6c0dee9d\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> As you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).</p><p><blockquote>如您所见，苹果的市盈率和市盈率/自由现金流倍数低于类似公司微软（MSFT）和Alphabet（GOOGL）。它的市盈率也低于纳斯达克指数（29.25）。</blockquote></p><p> This establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.</p><p><blockquote>这表明苹果的估值并没有溢价，以反映他们在国际扩张中拥有的巨大机会。</blockquote></p><p> <b>Apple In The US</b></p><p><blockquote><b>美国的苹果</b></blockquote></p><p> If you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.</p><p><blockquote>如果你像我一样，来自美国，似乎每个想要一部iPhone的人都有一部。你很有可能正在苹果标志性的有机发光二极管屏幕上阅读这篇文章。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e50a9091d291ea4b8efb3d37d00ad68\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statista</span></p></blockquote></p><p> Apple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.</p><p><blockquote>自2015年以来，苹果在美国的市场份额一直以低个位数百分比增长，目前2021年美国市场份额略低于50%。</blockquote></p><p> I see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.</p><p><blockquote>我看不出这种情况会发生重大变化的真正原因。就像我上面提到的，大多数想要iPhone的人已经拥有了一部。在处理如此高的市场份额时，很难增长，至少大幅增长。</blockquote></p><p> While I will not discuss this point in-depth, it is worth noting that in 2020, only about&nbsp;50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.</p><p><blockquote>虽然我不会深入讨论这一点，但值得注意的是，在2020年，他们只有大约50%的收入来自iPhone，即使在美国，他们的配件和可穿戴设备也有相当大的增长空间。</blockquote></p><p> <b>The International Market</b></p><p><blockquote><b>国际市场</b></blockquote></p><p> This is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.</p><p><blockquote>这就是我看到苹果的巨大机遇。他们已经在扩大全球市场份额的道路上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458c0f8e1a5cec6bdd874c1d7f9de7df\" tg-width=\"640\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> Over the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.</p><p><blockquote>在过去的5年里，AAPL的全球市场份额从十几岁/二十几岁上升到25%以上。苹果也接近超越三星成为全球市场份额的领导者，按照目前的速度，超越似乎将在未来12个月的某个时候发生。</blockquote></p><p> The upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.</p><p><blockquote>欧洲再次出现上升趋势。以下是 AAPL 过去 5 年的欧洲市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/581ba5b6950f54cb812ad7a9d0e4960e\" tg-width=\"640\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Statcounter</span></p></blockquote></p><p> In this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around&nbsp;741 million people, nearly&nbsp;2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.</p><p><blockquote>在这种情况下，苹果最近刚刚取代三星成为欧洲领先的智能手机供应商。欧洲拥有约7.41亿人口，几乎是美国人口的两倍，占据欧洲智能手机市场的大部分份额是巨大的。</blockquote></p><p> <b>What does that mean?</b></p><p><blockquote><b>那是什么意思？</b></blockquote></p><p> This is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.</p><p><blockquote>这只是一个开始，至少从销售的角度来看是这样。尽管苹果在最大的大陆之一控制了大部分份额，但其总收入的约1/4来自欧洲。</blockquote></p><p> One of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.</p><p><blockquote>苹果之所以成为如此强大的公司，其中一个原因是他们的 iPhone 本质上是一款“网关产品”。一旦你有了iPhone，你就被迫购买AirPods和苹果手表作为实体配件。苹果还提供iCloud照片存储、苹果音乐、苹果电视和苹果街机等。</blockquote></p><p> The proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.</p><p><blockquote>iPhone在全球范围内的普及为拥有庞大产品线的苹果打开了大门。投资者应该看看数字背后，认识到iPhone销量增长带来的真正机遇范围。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p></p><p> Apple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.</p><p><blockquote>与竞争对手相比，苹果的估值相对被低估，以及在国际市场上的巨大进步，使其成为一项有吸引力的投资。随着iPhone销量的持续增长，配件也将很快跟进。苹果已经过去了在相对较短的时间内看到100%增长的阶段。这是一只你买入并持有多年的股票，如果你聪明的话，一路上卖出备兑评级。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163053361","content_text":"Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge strides in the European as well as international markets.\nAs iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.\n\nNikada/iStock Unreleased via Getty Images\nThesis\nApple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B) portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.\nApple's potential on a global scale has not been adequately factored into the share price.\nCurrent Valuation\nTo understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.\nData by YCharts\nAs you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).\nThis establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.\nApple In The US\nIf you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.\nSource: Statista\nApple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.\nI see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.\nWhile I will not discuss this point in-depth, it is worth noting that in 2020, only about 50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.\nThe International Market\nThis is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.\nSource: Statcounter\nOver the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.\nThe upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.\nSource: Statcounter\nIn this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around 741 million people, nearly 2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.\nWhat does that mean?\nThis is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.\nOne of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.\nThe proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.\nConclusion\nApple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825901268,"gmtCreate":1634184759617,"gmtModify":1634184759617,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Should we buy then??&nbsp;","listText":"Should we buy then??&nbsp;","text":"Should we buy then??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825901268","repostId":"2175616993","repostType":4,"isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822886724,"gmtCreate":1634114457567,"gmtModify":1634114457617,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"What about their new engines of growth&nbsp;","listText":"What about their new engines of growth&nbsp;","text":"What about their new engines of growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822886724","repostId":"2175315686","repostType":4,"isVote":1,"tweetType":1,"viewCount":1298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826263714,"gmtCreate":1634026367386,"gmtModify":1634026367437,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826263714","repostId":"2174854361","repostType":4,"isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823722756,"gmtCreate":1633664332853,"gmtModify":1633664332963,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Testing on how to publish a post&nbsp;","listText":"Testing on how to publish a post&nbsp;","text":"Testing on how to publish a post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823722756","isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":898095415,"gmtCreate":1628441403437,"gmtModify":1631889324876,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"How does this track with energy prices?&nbsp;","listText":"How does this track with energy prices?&nbsp;","text":"How does this track with energy prices?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898095415","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://www.laohunote.com/m/news/1159872041?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：走向 1,200 美元？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克股票代码：TSLA）股票。今年年初，股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅，今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份，<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权，将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示，特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然，这一预测是在全球供应短缺恶化之前做出的。然而，特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多，达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，高达 11%，他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日，波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价，并表示“我们仍然非常喜欢这只股票”。他指出，总体而言，对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元，为什么这么多投资者似乎认为该股票的价值如此之低（基于撰写本文时该股票的价格略低于 700 美元）。毕竟，如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时，特斯拉股票的市盈率约为 370，预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润，因此对特斯拉未来增长轨迹的看法略有不同，就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此，波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导，而这一指导是在世界各地许多公司（包括特斯拉）受到供应链短缺负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性，但股价可能足够低，投资者可以开始少量持有该股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：走向 1,200 美元？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?<blockquote>特斯拉股票：走向 1,200 美元？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-08 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克股票代码：TSLA）股票。今年年初，股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅，今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份，<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权，将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示，特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然，这一预测是在全球供应短缺恶化之前做出的。然而，特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多，达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，高达 11%，他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日，波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价，并表示“我们仍然非常喜欢这只股票”。他指出，总体而言，对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元，为什么这么多投资者似乎认为该股票的价值如此之低（基于撰写本文时该股票的价格略低于 700 美元）。毕竟，如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时，特斯拉股票的市盈率约为 370，预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润，因此对特斯拉未来增长轨迹的看法略有不同，就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此，波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导，而这一指导是在世界各地许多公司（包括特斯拉）受到供应链短缺负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性，但股价可能足够低，投资者可以开始少量持有该股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">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":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813883060,"gmtCreate":1630171561750,"gmtModify":1704956708848,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Likepls","listText":"Likepls","text":"Likepls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813883060","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":690773889,"gmtCreate":1639714476597,"gmtModify":1639714476706,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"There needs to be infra too","listText":"There needs to be infra too","text":"There needs to be infra too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690773889","repostId":"1115262079","repostType":4,"repost":{"id":"1115262079","kind":"news","pubTimestamp":1639712748,"share":"https://www.laohunote.com/m/news/1115262079?lang=zh_CN&edition=full","pubTime":"2021-12-17 11:45","market":"us","language":"en","title":"Missed Out on Tesla? Here's What to Buy Now<blockquote>错过了特斯拉？这是现在要买的东西</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115262079","media":"Motley Fool","summary":"The growing use of electric vehicles will benefit several players.","content":"<p>In the last two years,<b>Tesla</b>&nbsp;stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.</p><p><blockquote>近两年来，<b>特斯拉</b>股价飙升超过 1,000%。两年前错过投资特斯拉的投资者可能会感到沮丧。然而值得注意的是，很难预见能够产生类似特斯拉回报的股票。最好的方法是投资那些你认为能长期表现良好的公司。如果你持有这些优质公司的股票足够长的时间，它们应该会产生跑赢市场的回报。</blockquote></p><p> Let's look at three&nbsp;electric vehicle (EV) stocks&nbsp;that have the potential to generate outsize returns in five years, or more.</p><p><blockquote>让我们来看看三只有可能在五年或更长时间内产生巨额回报的电动汽车 (EV) 股票。</blockquote></p><p> <b>Lucid Group</b></p><p><blockquote><b>Lucid集团</b></blockquote></p><p> There is a plethora of electric vehicle stocks to choose from right now. Of these,<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.</p><p><blockquote>现在有太多的电动汽车股票可供选择。其中，<b>Lucid集团</b>（纳斯达克股票代码：LCID）看起来很有希望。喜欢Lucid Group有几个原因。用户喜欢这些汽车的功能和设计，在很短的时间内，Lucid就成功地将自己打造成了一个豪华电动汽车品牌。</blockquote></p><p> The company not only boasts leading-edge EV technology, but also has&nbsp;solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most&nbsp;efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies.&nbsp;The stock will be&nbsp;included&nbsp;in the&nbsp;<b>Nasdaq-100</b>&nbsp;index on Dec. 20.</p><p><blockquote>该公司不仅拥有领先的电动汽车技术，还拥有坚实的增长计划。尽管 Lucid 最初是一家豪华汽车制造商，但它计划在未来几年推出面向大众市场的电动汽车车型。凭借最高效的电动汽车技术之一，Lucid 有可能通过将其技术授权给其他汽车公司来产生经常性收入。该股票将被纳入<b>纳斯达克-100</b>12月20日指数。</blockquote></p><p> On the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a&nbsp;recent Securities and Exchange Commission (SEC) investigation&nbsp;relating to its merger with Churchill Capital Corp. IV.</p><p><blockquote>在风险方面，Lucid 仍需证明它可以盈利地交付汽车。投资者还应关注美国证券交易委员会 (SEC) 最近对其与 Churchill Capital Corp. IV 合并进行的调查进展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0630d0ca5a26df1b8900958ace25117\" tg-width=\"2000\" tg-height=\"1327\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: LUCID GROUP.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：LUCID集团。</span></p></blockquote></p><p> <b>BYD</b></p><p><blockquote><b>比亚迪</b></blockquote></p><p> Founded in 1995,<b>BYD</b>(OTC:BYDDY)(OTC:BYDD.F)&nbsp;entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.<b>Berkshire Hathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)&nbsp;holds a nearly 8% stake in BYD.</p><p><blockquote>成立于1995年，<b>比亚迪</b>（场外交易代码：BYDD.F）于2003年进入汽车业务。除汽车外，比亚迪还生产手机零部件、可充电电池和太阳能产品。<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRK.A）（纽约证券交易所代码：BRK.B）持有比亚迪近8%的股份。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8e45b9379833fe0a8f6a1d482857a5\" tg-width=\"2000\" tg-height=\"1161\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> BYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.</p><p><blockquote>比亚迪最初是一家内燃机汽车制造商。然而，察觉到更广泛的趋势，它已迅速转向制造电动汽车。11月份，比亚迪90%以上的汽车交付量为纯电动或插电式混合动力汽车。11月份比亚迪纯电动车型销量同比增长153%。</blockquote></p><p> The company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.</p><p><blockquote>该公司已占据中国电动汽车市场约 18% 的份额。比亚迪在快速增长、潜力巨大的中国电动汽车市场中处于领先地位，有利于长期增长。</blockquote></p><p> BYD stock trades at an&nbsp;attractive valuation&nbsp;compared to several top EV stocks right now. All of the above makes this&nbsp;Warren Buffett stock&nbsp;attractive.</p><p><blockquote>与目前几只顶级电动汽车股票相比，比亚迪股票的估值具有吸引力。以上所有因素都使这只沃伦·巴菲特股票具有吸引力。</blockquote></p><p> <b>QuantumScape</b></p><p><blockquote><b>量子景观</b></blockquote></p><p> Batteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.<b>QuantumScape</b>(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.</p><p><blockquote>电池是电动汽车的关键部件。所有领先的汽车和电池公司都专注于提高电池的效率，这将有助于提高电动汽车的续航里程。<b>量子景观</b>（纽约证券交易所股票代码：QS）于2020年11月上市，是一家致力于下一代电池技术的电池初创公司。</blockquote></p><p> Currently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.</p><p><blockquote>目前，锂离子电池用于电动汽车。QuantumScape 正在开发锂金属固态电池，使用专有的陶瓷隔膜。该公司相信，与目前使用的锂离子电池相比，其电池将提供更高的能量密度、更长的寿命和更快的充电速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c6ead4e5b8f1aaa74490058d439dbfa\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> QuantumScape has the backing of leading automaker&nbsp;<b>Volkswagen</b>(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.</p><p><blockquote>QuantumScape 得到领先汽车制造商的支持<b>大众汽车</b>（场外交易代码：VWAGY），迄今为止已向这家电池技术公司投资了 3 亿美元。两家公司成立了一家合资企业，年产能为21吉瓦时。9 月，QuantumScape 与另一家收入排名前十的汽车制造商签订了 10 兆瓦时电池的协议。该公司没有透露汽车制造商的名称。以上所有这些都为 QuantumScape 的计划增添了可信度。如果成功，QuantumScape 的电池可能会受到全球汽车制造商的巨大需求。</blockquote></p><p> QuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should&nbsp;bear the risks in mind&nbsp;before deciding to invest in QuantumScape stock.</p><p><blockquote>QuantumScape 相信其正在按照 2024 年开始商业生产的计划取得进展。那是很长一段时间，而且该公司的电池还没有开发出来。投资者在决定投资 QuantumScape 股票之前应牢记风险。</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>Missed Out on Tesla? Here's What to Buy Now<blockquote>错过了特斯拉？这是现在要买的东西</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\">\nMissed Out on Tesla? Here's What to Buy Now<blockquote>错过了特斯拉？这是现在要买的东西</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-17 11:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the last two years,<b>Tesla</b>&nbsp;stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.</p><p><blockquote>近两年来，<b>特斯拉</b>股价飙升超过 1,000%。两年前错过投资特斯拉的投资者可能会感到沮丧。然而值得注意的是，很难预见能够产生类似特斯拉回报的股票。最好的方法是投资那些你认为能长期表现良好的公司。如果你持有这些优质公司的股票足够长的时间，它们应该会产生跑赢市场的回报。</blockquote></p><p> Let's look at three&nbsp;electric vehicle (EV) stocks&nbsp;that have the potential to generate outsize returns in five years, or more.</p><p><blockquote>让我们来看看三只有可能在五年或更长时间内产生巨额回报的电动汽车 (EV) 股票。</blockquote></p><p> <b>Lucid Group</b></p><p><blockquote><b>Lucid集团</b></blockquote></p><p> There is a plethora of electric vehicle stocks to choose from right now. Of these,<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.</p><p><blockquote>现在有太多的电动汽车股票可供选择。其中，<b>Lucid集团</b>（纳斯达克股票代码：LCID）看起来很有希望。喜欢Lucid Group有几个原因。用户喜欢这些汽车的功能和设计，在很短的时间内，Lucid就成功地将自己打造成了一个豪华电动汽车品牌。</blockquote></p><p> The company not only boasts leading-edge EV technology, but also has&nbsp;solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most&nbsp;efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies.&nbsp;The stock will be&nbsp;included&nbsp;in the&nbsp;<b>Nasdaq-100</b>&nbsp;index on Dec. 20.</p><p><blockquote>该公司不仅拥有领先的电动汽车技术，还拥有坚实的增长计划。尽管 Lucid 最初是一家豪华汽车制造商，但它计划在未来几年推出面向大众市场的电动汽车车型。凭借最高效的电动汽车技术之一，Lucid 有可能通过将其技术授权给其他汽车公司来产生经常性收入。该股票将被纳入<b>纳斯达克-100</b>12月20日指数。</blockquote></p><p> On the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a&nbsp;recent Securities and Exchange Commission (SEC) investigation&nbsp;relating to its merger with Churchill Capital Corp. IV.</p><p><blockquote>在风险方面，Lucid 仍需证明它可以盈利地交付汽车。投资者还应关注美国证券交易委员会 (SEC) 最近对其与 Churchill Capital Corp. IV 合并进行的调查进展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0630d0ca5a26df1b8900958ace25117\" tg-width=\"2000\" tg-height=\"1327\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: LUCID GROUP.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：LUCID集团。</span></p></blockquote></p><p> <b>BYD</b></p><p><blockquote><b>比亚迪</b></blockquote></p><p> Founded in 1995,<b>BYD</b>(OTC:BYDDY)(OTC:BYDD.F)&nbsp;entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.<b>Berkshire Hathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)&nbsp;holds a nearly 8% stake in BYD.</p><p><blockquote>成立于1995年，<b>比亚迪</b>（场外交易代码：BYDD.F）于2003年进入汽车业务。除汽车外，比亚迪还生产手机零部件、可充电电池和太阳能产品。<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRK.A）（纽约证券交易所代码：BRK.B）持有比亚迪近8%的股份。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8e45b9379833fe0a8f6a1d482857a5\" tg-width=\"2000\" tg-height=\"1161\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> BYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.</p><p><blockquote>比亚迪最初是一家内燃机汽车制造商。然而，察觉到更广泛的趋势，它已迅速转向制造电动汽车。11月份，比亚迪90%以上的汽车交付量为纯电动或插电式混合动力汽车。11月份比亚迪纯电动车型销量同比增长153%。</blockquote></p><p> The company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.</p><p><blockquote>该公司已占据中国电动汽车市场约 18% 的份额。比亚迪在快速增长、潜力巨大的中国电动汽车市场中处于领先地位，有利于长期增长。</blockquote></p><p> BYD stock trades at an&nbsp;attractive valuation&nbsp;compared to several top EV stocks right now. All of the above makes this&nbsp;Warren Buffett stock&nbsp;attractive.</p><p><blockquote>与目前几只顶级电动汽车股票相比，比亚迪股票的估值具有吸引力。以上所有因素都使这只沃伦·巴菲特股票具有吸引力。</blockquote></p><p> <b>QuantumScape</b></p><p><blockquote><b>量子景观</b></blockquote></p><p> Batteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.<b>QuantumScape</b>(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.</p><p><blockquote>电池是电动汽车的关键部件。所有领先的汽车和电池公司都专注于提高电池的效率，这将有助于提高电动汽车的续航里程。<b>量子景观</b>（纽约证券交易所股票代码：QS）于2020年11月上市，是一家致力于下一代电池技术的电池初创公司。</blockquote></p><p> Currently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.</p><p><blockquote>目前，锂离子电池用于电动汽车。QuantumScape 正在开发锂金属固态电池，使用专有的陶瓷隔膜。该公司相信，与目前使用的锂离子电池相比，其电池将提供更高的能量密度、更长的寿命和更快的充电速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c6ead4e5b8f1aaa74490058d439dbfa\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> QuantumScape has the backing of leading automaker&nbsp;<b>Volkswagen</b>(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.</p><p><blockquote>QuantumScape 得到领先汽车制造商的支持<b>大众汽车</b>（场外交易代码：VWAGY），迄今为止已向这家电池技术公司投资了 3 亿美元。两家公司成立了一家合资企业，年产能为21吉瓦时。9 月，QuantumScape 与另一家收入排名前十的汽车制造商签订了 10 兆瓦时电池的协议。该公司没有透露汽车制造商的名称。以上所有这些都为 QuantumScape 的计划增添了可信度。如果成功，QuantumScape 的电池可能会受到全球汽车制造商的巨大需求。</blockquote></p><p> QuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should&nbsp;bear the risks in mind&nbsp;before deciding to invest in QuantumScape stock.</p><p><blockquote>QuantumScape 相信其正在按照 2024 年开始商业生产的计划取得进展。那是很长一段时间，而且该公司的电池还没有开发出来。投资者在决定投资 QuantumScape 股票之前应牢记风险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/16/missed-out-on-tesla-heres-what-to-buy-now/\">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":{"LCID":"Lucid Group Inc","QS":"Quantumscape Corp.","BYDDY":"比亚迪ADR","01211":"比亚迪股份"},"source_url":"https://www.fool.com/investing/2021/12/16/missed-out-on-tesla-heres-what-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115262079","content_text":"In the last two years,Tesla stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.\nLet's look at three electric vehicle (EV) stocks that have the potential to generate outsize returns in five years, or more.\nLucid Group\nThere is a plethora of electric vehicle stocks to choose from right now. Of these,Lucid Group(NASDAQ:LCID) looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.\nThe company not only boasts leading-edge EV technology, but also has solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies. The stock will be included in the Nasdaq-100 index on Dec. 20.\nOn the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a recent Securities and Exchange Commission (SEC) investigation relating to its merger with Churchill Capital Corp. IV.\nIMAGE SOURCE: LUCID GROUP.\nBYD\nFounded in 1995,BYD(OTC:BYDDY)(OTC:BYDD.F) entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B) holds a nearly 8% stake in BYD.\nIMAGE SOURCE: GETTY IMAGES.\nBYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.\nThe company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.\nBYD stock trades at an attractive valuation compared to several top EV stocks right now. All of the above makes this Warren Buffett stock attractive.\nQuantumScape\nBatteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.QuantumScape(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.\nCurrently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.\nIMAGE SOURCE: GETTY IMAGES.\nQuantumScape has the backing of leading automaker Volkswagen(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.\nQuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should bear the risks in mind before deciding to invest in QuantumScape stock.","news_type":1,"symbols_score_info":{"LCID":0.9,"01211":0.9,"BYDDY":0.9,"QS":0.9}},"isVote":1,"tweetType":1,"viewCount":4414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859063856,"gmtCreate":1634640209013,"gmtModify":1634640209154,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Important to note","listText":"Important to note","text":"Important to note","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859063856","repostId":"1190293066","repostType":4,"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842299313,"gmtCreate":1636177315754,"gmtModify":1636177315855,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Important for chip makers too","listText":"Important for chip makers too","text":"Important for chip makers too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842299313","repostId":"2181742831","repostType":4,"isVote":1,"tweetType":1,"viewCount":3715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826263714,"gmtCreate":1634026367386,"gmtModify":1634026367437,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826263714","repostId":"2174854361","repostType":4,"isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884775061,"gmtCreate":1631938213053,"gmtModify":1632805190700,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"How does this affect the ability to go \"endemic\"&nbsp;","listText":"How does this affect the ability to go \"endemic\"&nbsp;","text":"How does this affect the ability to go \"endemic\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884775061","repostId":"2168574191","repostType":4,"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":693359437,"gmtCreate":1639975133843,"gmtModify":1639975133949,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"So what happened then?&nbsp;","listText":"So what happened then?&nbsp;","text":"So what happened then?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693359437","repostId":"1151315099","repostType":4,"repost":{"id":"1151315099","kind":"news","pubTimestamp":1639956674,"share":"https://www.laohunote.com/m/news/1151315099?lang=zh_CN&edition=full","pubTime":"2021-12-20 07:31","market":"us","language":"en","title":"‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?<blockquote>蔚来日展示了新的电动汽车和增强现实护目镜。它们足以提振遭受重创的股票吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151315099","media":"Barrons","summary":"Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in Chi","content":"<p>Chinese electric vehicle maker&nbsp;NIO&nbsp;(ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And the technology NIO is packing into its cars is something to behold. There are even augmented reality glasses—like something out of an Avengers movie.</p><p><blockquote>中国电动汽车制造商蔚来（股票代码：蔚来）于美国东部时间周六上午在中国为购车者和投资者举办了一场活动。宣布推出将于 2022 年交付的全新车型。蔚来在其汽车中融入的技术值得一看。甚至还有增强现实眼镜——就像复仇者联盟电影里的东西。</blockquote></p><p> The new vehicle is the ET5 midsize sedan. It’s a higher-end model starting at about $50,000. With NIO’s battery as a service subscription, the initial purchase price is about $40,000. NIO will let car buyers pay a monthly fee, essentially, separating the battery purchase from the car purchase.</p><p><blockquote>新车是ET5中型轿车。这是一款高端机型，起价约为 5 万美元。蔚来的电池作为服务订阅，初始购买价格约为 4 万美元。蔚来将让购车者支付月费，本质上是将电池购买与汽车购买分开。</blockquote></p><p> The new sedan comes with roughly 500 horsepower and will go zero to 60 miles an hour in about 4 seconds. It should be able to drive up to 430 miles per charge, a big number although Chinese and U.S. range statistics are reported differently.</p><p><blockquote>这款新轿车的功率约为 500 马力，从零加速到 60 英里/小时大约需要 4 秒。它每次充电应该能够行驶 430 英里，这是一个很大的数字，尽管中国和美国的续航里程统计数据报告不同。</blockquote></p><p> The ET5 is also equipped with advanced safety features including lidar sensors.</p><p><blockquote>ET5还配备了先进的安全功能，包括激光雷达传感器。</blockquote></p><p> Lidar is essentially laser-based radar and most auto makers believe lidar is one of the technologies required to achieve truly self-driving technology. The ET5 also comes equipped with the company’s latest self-driving software. NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.</p><p><blockquote>激光雷达本质上是基于激光的雷达，大多数汽车制造商认为激光雷达是实现真正自动驾驶技术所需的技术之一。ET5 还配备了该公司最新的自动驾驶软件。蔚来自动驾驶（NAD），正如该公司评级的那样，将保持驾驶速度并进行一些转向，但驾驶员仍然需要时刻关注道路。</blockquote></p><p> All the software for self-driving—and the software running other car systems—runs on a computer powered by&nbsp;Nvidia&nbsp;(NVDA) chips.</p><p><blockquote>所有自动驾驶软件以及运行其他汽车系统的软件都运行在由 Nvidia (NVDA) 芯片驱动的计算机上。</blockquote></p><p> Then there are the glasses. NIO unveiled augmented reality glasses that are integrated with the car. “The visual experience is as good as a 201-inch screen at 6 meters away,” said NIO founder William Li. The glasses can display vehicle information. Drivers won’t have to look down to check speed. The glasses drew applause from the assembled crowd.</p><p><blockquote>然后是眼镜。蔚来推出了与汽车集成的增强现实眼镜。“蔚来创始人 William Li 说：”视觉体验堪比 6 米外的 201 英寸屏幕。眼镜可以显示车辆信息。司机无需低头检查车速。眼镜引起了聚集在一起的人群的掌声。</blockquote></p><p> NIO plans to deliver the ET5 by September 2022. The company also provided an update about its new ET7 sedan. Deliveries of that model should begin in March 2022. The ET7 was unveiled at the company’s last big event in January 2021.</p><p><blockquote>蔚来计划在 2022 年 9 月之前交付 ET5。该公司还提供了有关其新款 ET7 轿车的最新信息。该型号应于 2022 年 3 月开始交付。ET7 于 2021 年 1 月在该公司的最后一次大型活动上亮相。</blockquote></p><p> NIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng&nbsp;(XPEV) shares are down 12% over the past month.</p><p><blockquote>继 1 月份事件之后，蔚来股价周一上涨 6.5%，至每股 60 美元以上，现在可能会再次上涨。蔚来股价上个月下跌 22%，至 30 美元。同期，标普500和道琼斯工业平均指数分别下跌了约 2% 和 1%。蔚来第三季度盈利良好。小鹏汽车（XPEV）的股价在过去一个月下跌了 12%。</blockquote></p><p> How the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.</p><p><blockquote>该股对新车型、新技术和拟议交付日期的反应将在很大程度上反映投资者未来几周对高估值电动汽车制造商和在美国上市的中国股票的情绪。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?<blockquote>蔚来日展示了新的电动汽车和增强现实护目镜。它们足以提振遭受重创的股票吗？</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\">\n‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?<blockquote>蔚来日展示了新的电动汽车和增强现实护目镜。它们足以提振遭受重创的股票吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 07:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Chinese electric vehicle maker&nbsp;NIO&nbsp;(ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And the technology NIO is packing into its cars is something to behold. There are even augmented reality glasses—like something out of an Avengers movie.</p><p><blockquote>中国电动汽车制造商蔚来（股票代码：蔚来）于美国东部时间周六上午在中国为购车者和投资者举办了一场活动。宣布推出将于 2022 年交付的全新车型。蔚来在其汽车中融入的技术值得一看。甚至还有增强现实眼镜——就像复仇者联盟电影里的东西。</blockquote></p><p> The new vehicle is the ET5 midsize sedan. It’s a higher-end model starting at about $50,000. With NIO’s battery as a service subscription, the initial purchase price is about $40,000. NIO will let car buyers pay a monthly fee, essentially, separating the battery purchase from the car purchase.</p><p><blockquote>新车是ET5中型轿车。这是一款高端机型，起价约为 5 万美元。蔚来的电池作为服务订阅，初始购买价格约为 4 万美元。蔚来将让购车者支付月费，本质上是将电池购买与汽车购买分开。</blockquote></p><p> The new sedan comes with roughly 500 horsepower and will go zero to 60 miles an hour in about 4 seconds. It should be able to drive up to 430 miles per charge, a big number although Chinese and U.S. range statistics are reported differently.</p><p><blockquote>这款新轿车的功率约为 500 马力，从零加速到 60 英里/小时大约需要 4 秒。它每次充电应该能够行驶 430 英里，这是一个很大的数字，尽管中国和美国的续航里程统计数据报告不同。</blockquote></p><p> The ET5 is also equipped with advanced safety features including lidar sensors.</p><p><blockquote>ET5还配备了先进的安全功能，包括激光雷达传感器。</blockquote></p><p> Lidar is essentially laser-based radar and most auto makers believe lidar is one of the technologies required to achieve truly self-driving technology. The ET5 also comes equipped with the company’s latest self-driving software. NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.</p><p><blockquote>激光雷达本质上是基于激光的雷达，大多数汽车制造商认为激光雷达是实现真正自动驾驶技术所需的技术之一。ET5 还配备了该公司最新的自动驾驶软件。蔚来自动驾驶（NAD），正如该公司评级的那样，将保持驾驶速度并进行一些转向，但驾驶员仍然需要时刻关注道路。</blockquote></p><p> All the software for self-driving—and the software running other car systems—runs on a computer powered by&nbsp;Nvidia&nbsp;(NVDA) chips.</p><p><blockquote>所有自动驾驶软件以及运行其他汽车系统的软件都运行在由 Nvidia (NVDA) 芯片驱动的计算机上。</blockquote></p><p> Then there are the glasses. NIO unveiled augmented reality glasses that are integrated with the car. “The visual experience is as good as a 201-inch screen at 6 meters away,” said NIO founder William Li. The glasses can display vehicle information. Drivers won’t have to look down to check speed. The glasses drew applause from the assembled crowd.</p><p><blockquote>然后是眼镜。蔚来推出了与汽车集成的增强现实眼镜。“蔚来创始人 William Li 说：”视觉体验堪比 6 米外的 201 英寸屏幕。眼镜可以显示车辆信息。司机无需低头检查车速。眼镜引起了聚集在一起的人群的掌声。</blockquote></p><p> NIO plans to deliver the ET5 by September 2022. The company also provided an update about its new ET7 sedan. Deliveries of that model should begin in March 2022. The ET7 was unveiled at the company’s last big event in January 2021.</p><p><blockquote>蔚来计划在 2022 年 9 月之前交付 ET5。该公司还提供了有关其新款 ET7 轿车的最新信息。该型号应于 2022 年 3 月开始交付。ET7 于 2021 年 1 月在该公司的最后一次大型活动上亮相。</blockquote></p><p> NIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng&nbsp;(XPEV) shares are down 12% over the past month.</p><p><blockquote>继 1 月份事件之后，蔚来股价周一上涨 6.5%，至每股 60 美元以上，现在可能会再次上涨。蔚来股价上个月下跌 22%，至 30 美元。同期，标普500和道琼斯工业平均指数分别下跌了约 2% 和 1%。蔚来第三季度盈利良好。小鹏汽车（XPEV）的股价在过去一个月下跌了 12%。</blockquote></p><p> How the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.</p><p><blockquote>该股对新车型、新技术和拟议交付日期的反应将在很大程度上反映投资者未来几周对高估值电动汽车制造商和在美国上市的中国股票的情绪。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nio-stock-discussion-51639835281?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-discussion-51639835281?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151315099","content_text":"Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And the technology NIO is packing into its cars is something to behold. There are even augmented reality glasses—like something out of an Avengers movie.\nThe new vehicle is the ET5 midsize sedan. It’s a higher-end model starting at about $50,000. With NIO’s battery as a service subscription, the initial purchase price is about $40,000. NIO will let car buyers pay a monthly fee, essentially, separating the battery purchase from the car purchase.\nThe new sedan comes with roughly 500 horsepower and will go zero to 60 miles an hour in about 4 seconds. It should be able to drive up to 430 miles per charge, a big number although Chinese and U.S. range statistics are reported differently.\nThe ET5 is also equipped with advanced safety features including lidar sensors.\nLidar is essentially laser-based radar and most auto makers believe lidar is one of the technologies required to achieve truly self-driving technology. The ET5 also comes equipped with the company’s latest self-driving software. NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.\nAll the software for self-driving—and the software running other car systems—runs on a computer powered by Nvidia (NVDA) chips.\nThen there are the glasses. NIO unveiled augmented reality glasses that are integrated with the car. “The visual experience is as good as a 201-inch screen at 6 meters away,” said NIO founder William Li. The glasses can display vehicle information. Drivers won’t have to look down to check speed. The glasses drew applause from the assembled crowd.\nNIO plans to deliver the ET5 by September 2022. The company also provided an update about its new ET7 sedan. Deliveries of that model should begin in March 2022. The ET7 was unveiled at the company’s last big event in January 2021.\nNIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The S&P 500 and Dow Jones Industrial Average are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng (XPEV) shares are down 12% over the past month.\nHow the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699507006,"gmtCreate":1639830376705,"gmtModify":1639830376803,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Unclear why to hold tho, what are the fundamentals","listText":"Unclear why to hold tho, what are the fundamentals","text":"Unclear why to hold tho, what are the fundamentals","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699507006","repostId":"1109895138","repostType":4,"repost":{"id":"1109895138","kind":"news","pubTimestamp":1639810699,"share":"https://www.laohunote.com/m/news/1109895138?lang=zh_CN&edition=full","pubTime":"2021-12-18 14:58","market":"us","language":"en","title":"1 Surefire Growth Stock to Buy and Hold<blockquote>1 只值得购买和持有的 Surefire Growth 股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109895138","media":"Motley Fool","summary":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to ","content":"<p><a href=\"https://laohu8.com/S/GLOB\"><b>Globant</b></a>&nbsp;may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the&nbsp;<b>S&amp;P 500</b>, and that outperformance could continue in the future.</p><p><blockquote><a href=\"https://laohu8.com/S/GLOB\"><b>全球</b></a>对于许多投资者来说可能不是一个熟悉的名字，乍一看，这家公司可能无法抓住你的注意力。毕竟，IT咨询并不是最具突破性的商业模式。但该股在过去三年中上涨了 380%，打破了<b>标普500</b>而且这种优异表现在未来可能会持续下去。</blockquote></p><p> Globant employs over 20,500&nbsp;IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.</p><p><blockquote>Globant拥有20,500多名IT专业人员，他们在人工智能、增强现实和元宇宙等新兴技术方面拥有专业知识。为此，创始人领导的管理团队将Globant定位为数字化转型的关键推动者，这意味着该公司受益于巨大且不断增长的市场机会。</blockquote></p><p> <b>Trevor Jennewine:</b>&nbsp;Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.</p><p><blockquote><b>特雷弗·詹内温：</b>当我想到管理出色的公司时，我就会想到Globant。Globant由拉丁美洲的四位朋友于2003年创立。这四个人之一是现任首席执行官马丁·米戈亚。</blockquote></p><p> Globant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers like<b>Electronic Arts</b>,<b>MercadoLibre</b>, [<b>Alphabet</b>'s] Google,<b>Walt Disney</b>. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.</p><p><blockquote>Globant专门从事IT咨询和产品工程。该公司的专业知识涵盖了从区块链和人工智能到数据分析和增强现实的各种流行技术。简而言之，Globant本质上是帮助组织实现其数字化转型计划。它的客户喜欢<b>电子艺术</b>,<b>自由市场</b>,[<b>Alphabet</b>谷歌，<b>华特·迪士尼</b>这是一个很大的市场——数字化转型现在是一个相当流行的流行语。该公司预计到 2022 年其潜在市场规模将达到 1,540 亿美元。</blockquote></p><p> Some of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.</p><p><blockquote>我前面提到的一些事情，我喜欢你有这个创始人领导的管理团队。如果你看看Glassdoor，似乎有一个强大的工作场所文化：93%的人会向朋友推荐该公司，96%的人认可首席执行官。我认为这对咨询公司来说尤其重要。Globant的业务围绕着帮助组织实施和扩展新技术、更高效地运营、改善客户体验而建立。如果你的员工不喜欢每天来上班，那就很难了。</blockquote></p><p> Then, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.</p><p><blockquote>然后，该公司也获得了一些认可，这说明了它的成功。根据 Everest Group 的一份报告，Globant 是增长最快的五家工程服务公司之一。根据国际数据公司的一份报告，它也是一家领先的客户体验改善服务公司。</blockquote></p><p> The financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.</p><p><blockquote>这里的财务业绩看起来也很棒。去年，12亿美元的收入增长了50%；稀释后每股盈利 2.07 美元，上涨 64%。他们现在也有1000多名客户。他们的客户群增长了14%。但对于消费超过 100 万美元的客户，他们现在有 162 个这样的客户，增长了 37%。很高兴看到他们从那里的客户群中增加支出。</blockquote></p><p> Then between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.</p><p><blockquote>根据国际数据公司的数据，在2022年至2024年期间，世界各地的企业将在数字化转型计划上花费6.3万亿美元。这只是一个巨大的市场机会。我认为有那位创始人首席执行官在那里，我认为他真的把公司带到了一个好的方向。这让我对 Globant 的未来充满信心。</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>1 Surefire Growth Stock to Buy and Hold<blockquote>1 只值得购买和持有的 Surefire Growth 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\">\n1 Surefire Growth Stock to Buy and Hold<blockquote>1 只值得购买和持有的 Surefire Growth 股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-18 14:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/GLOB\"><b>Globant</b></a>&nbsp;may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the&nbsp;<b>S&amp;P 500</b>, and that outperformance could continue in the future.</p><p><blockquote><a href=\"https://laohu8.com/S/GLOB\"><b>全球</b></a>对于许多投资者来说可能不是一个熟悉的名字，乍一看，这家公司可能无法抓住你的注意力。毕竟，IT咨询并不是最具突破性的商业模式。但该股在过去三年中上涨了 380%，打破了<b>标普500</b>而且这种优异表现在未来可能会持续下去。</blockquote></p><p> Globant employs over 20,500&nbsp;IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.</p><p><blockquote>Globant拥有20,500多名IT专业人员，他们在人工智能、增强现实和元宇宙等新兴技术方面拥有专业知识。为此，创始人领导的管理团队将Globant定位为数字化转型的关键推动者，这意味着该公司受益于巨大且不断增长的市场机会。</blockquote></p><p> <b>Trevor Jennewine:</b>&nbsp;Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.</p><p><blockquote><b>特雷弗·詹内温：</b>当我想到管理出色的公司时，我就会想到Globant。Globant由拉丁美洲的四位朋友于2003年创立。这四个人之一是现任首席执行官马丁·米戈亚。</blockquote></p><p> Globant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers like<b>Electronic Arts</b>,<b>MercadoLibre</b>, [<b>Alphabet</b>'s] Google,<b>Walt Disney</b>. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.</p><p><blockquote>Globant专门从事IT咨询和产品工程。该公司的专业知识涵盖了从区块链和人工智能到数据分析和增强现实的各种流行技术。简而言之，Globant本质上是帮助组织实现其数字化转型计划。它的客户喜欢<b>电子艺术</b>,<b>自由市场</b>,[<b>Alphabet</b>谷歌，<b>华特·迪士尼</b>这是一个很大的市场——数字化转型现在是一个相当流行的流行语。该公司预计到 2022 年其潜在市场规模将达到 1,540 亿美元。</blockquote></p><p> Some of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.</p><p><blockquote>我前面提到的一些事情，我喜欢你有这个创始人领导的管理团队。如果你看看Glassdoor，似乎有一个强大的工作场所文化：93%的人会向朋友推荐该公司，96%的人认可首席执行官。我认为这对咨询公司来说尤其重要。Globant的业务围绕着帮助组织实施和扩展新技术、更高效地运营、改善客户体验而建立。如果你的员工不喜欢每天来上班，那就很难了。</blockquote></p><p> Then, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.</p><p><blockquote>然后，该公司也获得了一些认可，这说明了它的成功。根据 Everest Group 的一份报告，Globant 是增长最快的五家工程服务公司之一。根据国际数据公司的一份报告，它也是一家领先的客户体验改善服务公司。</blockquote></p><p> The financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.</p><p><blockquote>这里的财务业绩看起来也很棒。去年，12亿美元的收入增长了50%；稀释后每股盈利 2.07 美元，上涨 64%。他们现在也有1000多名客户。他们的客户群增长了14%。但对于消费超过 100 万美元的客户，他们现在有 162 个这样的客户，增长了 37%。很高兴看到他们从那里的客户群中增加支出。</blockquote></p><p> Then between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.</p><p><blockquote>根据国际数据公司的数据，在2022年至2024年期间，世界各地的企业将在数字化转型计划上花费6.3万亿美元。这只是一个巨大的市场机会。我认为有那位创始人首席执行官在那里，我认为他真的把公司带到了一个好的方向。这让我对 Globant 的未来充满信心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/\">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":{"GLOB":"Globant"},"source_url":"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109895138","content_text":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the S&P 500, and that outperformance could continue in the future.\nGlobant employs over 20,500 IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.\nTrevor Jennewine: Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.\nGlobant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers likeElectronic Arts,MercadoLibre, [Alphabet's] Google,Walt Disney. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.\nSome of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.\nThen, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.\nThe financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.\nThen between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.","news_type":1,"symbols_score_info":{"GLOB":0.9}},"isVote":1,"tweetType":1,"viewCount":3296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865650012,"gmtCreate":1632979030314,"gmtModify":1632979050707,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865650012","repostId":"2171300933","repostType":4,"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}