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yflaw
2021-08-04
ok
抱歉,原内容已删除
yflaw
2021-08-04
okok
NIO: Growth Is Set To Accelerate<blockquote>蔚来:增长将加速</blockquote>
yflaw
2021-08-04
ok
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yflaw
2021-08-04
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yflaw
2021-08-04
buy
Apple Stock: Should You Buy It In August?<blockquote>苹果股票:你应该在八月份购买吗?</blockquote>
yflaw
2021-08-04
Good
3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</blockquote>
yflaw
2021-08-04
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yflaw
2021-08-04
Good
NYC Orders Restaurants And Gyms To Demand Proof Of Vaccination From All Customers<blockquote>纽约市命令餐馆和健身房要求所有顾客提供疫苗接种证明</blockquote>
yflaw
2021-08-25
👍
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yflaw
2021-08-04
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\n \n 美股大盘能止跌吗?大非农来袭,多头需谨慎!这些股跌跌不休。AAPL、ACB、AI、ASML、LYFT、MRK、NIO、NNDM、OPEN、PLTR、QS、SOFI、TSLA、UBER小左1203五\n 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target=\"_blank\" href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/LAC\">$Lithium Americas Corp.(LAC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>我的投资理念是趋势价值投资,很少做波段,2021年11月成功抄底蔚来,且是蔚来坚定多头,目前是蔚来和小鹏双车主。大家可以看看我之前写的对蔚来和小鹏的文章。在美股永远做多,不做空,有几次成功的期权看多交易,正在深入研究期权。最近看好电子烟板块,为了调查市场买过悦刻,去过很多家门店,哈哈哈 大家在投资中得到成长,祝大家发大财。[财迷] [财迷] [财迷] ","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/LAC\">$Lithium Americas Corp.(LAC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>我的投资理念是趋势价值投资,很少做波段,2021年11月成功抄底蔚来,且是蔚来坚定多头,目前是蔚来和小鹏双车主。大家可以看看我之前写的对蔚来和小鹏的文章。在美股永远做多,不做空,有几次成功的期权看多交易,正在深入研究期权。最近看好电子烟板块,为了调查市场买过悦刻,去过很多家门店,哈哈哈 大家在投资中得到成长,祝大家发大财。[财迷] [财迷] [财迷] ","text":"$RLX科技(RLX)$$蔚来(NIO)$$Lithium Americas Corp.(LAC)$$小鹏汽车(XPEV)$我的投资理念是趋势价值投资,很少做波段,2021年11月成功抄底蔚来,且是蔚来坚定多头,目前是蔚来和小鹏双车主。大家可以看看我之前写的对蔚来和小鹏的文章。在美股永远做多,不做空,有几次成功的期权看多交易,正在深入研究期权。最近看好电子烟板块,为了调查市场买过悦刻,去过很多家门店,哈哈哈 大家在投资中得到成长,祝大家发大财。[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875720661","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875723707,"gmtCreate":1637700011713,"gmtModify":1637700011810,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875723707","repostId":"871436315","repostType":1,"repost":{"id":871436315,"gmtCreate":1637104539154,"gmtModify":1637104670151,"author":{"id":"3578111596572453","authorId":"3578111596572453","name":"grrrr_nt","avatar":"https://static.tigerbbs.com/6a2c25086cfc9041f98ee91fb15859a4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578111596572453","authorIdStr":"3578111596572453"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>This thing is legitimately dead. All other EV stocks, both American ones <a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a>and Chinese ones <a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>, have been inflating into a bubble. Yet NIO doesn't follow the uptrend. When the bubble bursts, NIO tanks along with them. So sad that I have conviction in this company but less and less conviction in the stock.I think I'll most likely sell, and buy in again in the weeks leading up to NIO Day in December...","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>This thing is legitimately dead. All other EV stocks, both American ones <a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a>and Chinese ones <a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>, have been inflating into a bubble. Yet NIO doesn't follow the uptrend. When the bubble bursts, NIO tanks along with them. So sad that I have conviction in this company but less and less conviction in the stock.I think I'll most likely sell, and buy in again in the weeks leading up to NIO Day in December...","text":"$NIO Inc.(NIO)$This thing is legitimately dead. All other EV stocks, both American ones $Lucid Group Inc(LCID)$and Chinese ones $XPeng Inc.(XPEV)$, have been inflating into a bubble. Yet NIO doesn't follow the uptrend. When the bubble bursts, NIO tanks along with them. So sad that I have conviction in this company but less and less conviction in the stock.I think I'll most likely sell, and buy in again in the weeks leading up to NIO Day in December...","images":[{"img":"https://static.tigerbbs.com/988fc5c899a5dfab3b9045df73d07c95","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871436315","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873146950,"gmtCreate":1636897803067,"gmtModify":1636897803176,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873146950","repostId":"873109748","repostType":1,"repost":{"id":873109748,"gmtCreate":1636869913980,"gmtModify":1744960754153,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667591235607","authorIdStr":"3527667591235607"},"themes":[],"title":"期权复盘:TSLA进入卖权最佳时机?NFLX、AAPL新高在望?","htmlText":"老虎的朋友们周末好,受马哥的影响,这周过的很惊心动魄,今天来复盘一下,看看接下来的机会。 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>当周跌幅到达15.44%,在单日跌幅12%那天我写了一个期权策略《<a href=\"https://laohu8.com/TW/847518005\" target=\"_blank\">特斯拉暴跌12%,现在期权要怎么操作才好?</a>》,可以傲娇的说正如我所料。根据公开信息显示,本周马斯克连续5天卖出股票约636万一共减持约69亿美元,按照计划减持10%的持股即1705万股,还有1069万股。按照我马哥作风不可能拖泥带水,大概率剩下这1000多万股在本月也搞定了。 在暴跌12%的策略中,我说1000左右是一个比较强的支撑,当天开盘跌到987后开启大幅反弹,目测是由空头在1000左右回补引发的,通常暴跌之后的反弹也会很暴力。反弹完成后,我们再看周五TSLA股价收跌破20日线,下周大概率还去1000左右找支撑,这个位置能撑住多久我不敢确定,我仍然把比较好的支撑线放在900附近,也就是前高和本轮跳空高开的位置。我觉得特斯拉即将进入一个盘整阶段,至于是宽幅还是窄幅波动我不好说,马上12月机构要年度结算,特斯拉获利盘较大短线再冲高的可能性略低,如果持有长期就无所谓,适当在上方卖一些covered call。暴跌暂时也没有特别合理的理由,老马卖股票市场也接受了,那么盘整将是期权卖方最好的机会。我本周到期900的卖put已经了结,目前仍持有下周到期的650的,下周如果有合适的IV和价格会继续卖1-2周800-850之间的,应于tsla波动高,和年末市场的一些波动,适当降低行权价,用收益换安全。 来看看","listText":"老虎的朋友们周末好,受马哥的影响,这周过的很惊心动魄,今天来复盘一下,看看接下来的机会。 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>当周跌幅到达15.44%,在单日跌幅12%那天我写了一个期权策略《<a href=\"https://laohu8.com/TW/847518005\" target=\"_blank\">特斯拉暴跌12%,现在期权要怎么操作才好?</a>》,可以傲娇的说正如我所料。根据公开信息显示,本周马斯克连续5天卖出股票约636万一共减持约69亿美元,按照计划减持10%的持股即1705万股,还有1069万股。按照我马哥作风不可能拖泥带水,大概率剩下这1000多万股在本月也搞定了。 在暴跌12%的策略中,我说1000左右是一个比较强的支撑,当天开盘跌到987后开启大幅反弹,目测是由空头在1000左右回补引发的,通常暴跌之后的反弹也会很暴力。反弹完成后,我们再看周五TSLA股价收跌破20日线,下周大概率还去1000左右找支撑,这个位置能撑住多久我不敢确定,我仍然把比较好的支撑线放在900附近,也就是前高和本轮跳空高开的位置。我觉得特斯拉即将进入一个盘整阶段,至于是宽幅还是窄幅波动我不好说,马上12月机构要年度结算,特斯拉获利盘较大短线再冲高的可能性略低,如果持有长期就无所谓,适当在上方卖一些covered call。暴跌暂时也没有特别合理的理由,老马卖股票市场也接受了,那么盘整将是期权卖方最好的机会。我本周到期900的卖put已经了结,目前仍持有下周到期的650的,下周如果有合适的IV和价格会继续卖1-2周800-850之间的,应于tsla波动高,和年末市场的一些波动,适当降低行权价,用收益换安全。 来看看","text":"老虎的朋友们周末好,受马哥的影响,这周过的很惊心动魄,今天来复盘一下,看看接下来的机会。 $特斯拉(TSLA)$当周跌幅到达15.44%,在单日跌幅12%那天我写了一个期权策略《特斯拉暴跌12%,现在期权要怎么操作才好?》,可以傲娇的说正如我所料。根据公开信息显示,本周马斯克连续5天卖出股票约636万一共减持约69亿美元,按照计划减持10%的持股即1705万股,还有1069万股。按照我马哥作风不可能拖泥带水,大概率剩下这1000多万股在本月也搞定了。 在暴跌12%的策略中,我说1000左右是一个比较强的支撑,当天开盘跌到987后开启大幅反弹,目测是由空头在1000左右回补引发的,通常暴跌之后的反弹也会很暴力。反弹完成后,我们再看周五TSLA股价收跌破20日线,下周大概率还去1000左右找支撑,这个位置能撑住多久我不敢确定,我仍然把比较好的支撑线放在900附近,也就是前高和本轮跳空高开的位置。我觉得特斯拉即将进入一个盘整阶段,至于是宽幅还是窄幅波动我不好说,马上12月机构要年度结算,特斯拉获利盘较大短线再冲高的可能性略低,如果持有长期就无所谓,适当在上方卖一些covered call。暴跌暂时也没有特别合理的理由,老马卖股票市场也接受了,那么盘整将是期权卖方最好的机会。我本周到期900的卖put已经了结,目前仍持有下周到期的650的,下周如果有合适的IV和价格会继续卖1-2周800-850之间的,应于tsla波动高,和年末市场的一些波动,适当降低行权价,用收益换安全。 来看看","images":[{"img":"https://static.tigerbbs.com/bd1aff0b64330d110ae5f29b9eadc899","width":"2008","height":"1262"},{"img":"https://static.tigerbbs.com/d9b70dc57c860e4f1a87bbd0fb962bd0","width":"894","height":"528"},{"img":"https://static.tigerbbs.com/21d0a90d8bb6371e26435074394589ac","width":"732","height":"480"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873109748","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879663494,"gmtCreate":1636718324215,"gmtModify":1636718324317,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879663494","repostId":"870059973","repostType":1,"repost":{"id":870059973,"gmtCreate":1636560245708,"gmtModify":1636564496229,"author":{"id":"4090476868933080","authorId":"4090476868933080","name":"misterfcy","avatar":"https://static.tigerbbs.com/1b00edbbbc9e5d72e476edd2146f150d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476868933080","authorIdStr":"4090476868933080"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>is everyone here singaporeans? 12.03am alr sia and im still waiting (not gonna sleep)","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>is everyone here singaporeans? 12.03am alr sia and im still waiting (not gonna sleep)","text":"$Rivian Automotive, Inc.(RIVN)$is everyone here singaporeans? 12.03am alr sia and im still waiting (not gonna sleep)","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870059973","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847472297,"gmtCreate":1636551198902,"gmtModify":1636551286685,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847472297","repostId":"844281402","repostType":1,"repost":{"id":844281402,"gmtCreate":1636430722103,"gmtModify":1636446487321,"author":{"id":"3525211030809219","authorId":"3525211030809219","name":"llynnnie","avatar":"https://static.tigerbbs.com/9c0ac9a31fb9133cf0a1a6610aa1dbae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525211030809219","authorIdStr":"3525211030809219"},"themes":[],"title":"AMD Stock Surged to a New High by a Big Deal with Meta","htmlText":"The reasons why <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> stock surged to a new high: Chipmaker AMD just scored a big deal with Meta AMD's first Zen 4 CPUs include a 128-core chip built for the cloud Advanced Micro Devices AMD is about to enter the metaverse. According to Yahoo Finance, \"The chip giant said its EPYC chips were selected by <a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a> to help power its data centers at its virtual Accelerated Data Center Premiere event Monday. AMD explained the two companies worked together to develop a high-performance, power-efficient processor based on the company's 3rd Generation EPYC processor.\" The company's","listText":"The reasons why <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> stock surged to a new high: Chipmaker AMD just scored a big deal with Meta AMD's first Zen 4 CPUs include a 128-core chip built for the cloud Advanced Micro Devices AMD is about to enter the metaverse. According to Yahoo Finance, \"The chip giant said its EPYC chips were selected by <a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a> to help power its data centers at its virtual Accelerated Data Center Premiere event Monday. AMD explained the two companies worked together to develop a high-performance, power-efficient processor based on the company's 3rd Generation EPYC processor.\" The company's","text":"The reasons why $AMD(AMD)$ stock surged to a new high: Chipmaker AMD just scored a big deal with Meta AMD's first Zen 4 CPUs include a 128-core chip built for the cloud Advanced Micro Devices AMD is about to enter the metaverse. According to Yahoo Finance, \"The chip giant said its EPYC chips were selected by $Meta Platforms, Inc.(FB)$ to help power its data centers at its virtual Accelerated Data Center Premiere event Monday. AMD explained the two companies worked together to develop a high-performance, power-efficient processor based on the company's 3rd Generation EPYC processor.\" The company's","images":[{"img":"https://static.tigerbbs.com/10be60b5fc072d752be9e9bde9351035","width":"768","height":"624"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844281402","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841007091,"gmtCreate":1635861731254,"gmtModify":1635861731303,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841007091","repostId":"849837283","repostType":1,"repost":{"id":849837283,"gmtCreate":1635741043481,"gmtModify":1635811996490,"author":{"id":"3572752956580810","authorId":"3572752956580810","name":"24f0e4b5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572752956580810","authorIdStr":"3572752956580810"},"themes":[],"title":"Stocks to keep a lookout for 1/11/2021 - 5/11/2021","htmlText":"These are the stocks to look out for for this week (or next week), as always the placing does not matter as it is just a list and not ranking: <a target=\"_blank\" href=\"https://laohu8.com/S/BKKT\">$Bakkt Holdings, Inc.(BKKT)$</a> - Short interest increased, which caused it to spike after mid-day last Friday. Might have a pre-anticipatory run this week. It is a good buy within low 20s range. <a target=\"_blank\" href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a> - Friday earnings report (usually earnings report make stock go up), this is basically a stock which allows for sports betting. There has been a lot of collaborations and partnerships which means they might have a better earnings report. However, this stock only operates in a few states. The price now is a good buy within low","listText":"These are the stocks to look out for for this week (or next week), as always the placing does not matter as it is just a list and not ranking: <a target=\"_blank\" href=\"https://laohu8.com/S/BKKT\">$Bakkt Holdings, Inc.(BKKT)$</a> - Short interest increased, which caused it to spike after mid-day last Friday. Might have a pre-anticipatory run this week. It is a good buy within low 20s range. <a target=\"_blank\" href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a> - Friday earnings report (usually earnings report make stock go up), this is basically a stock which allows for sports betting. There has been a lot of collaborations and partnerships which means they might have a better earnings report. However, this stock only operates in a few states. The price now is a good buy within low","text":"These are the stocks to look out for for this week (or next week), as always the placing does not matter as it is just a list and not ranking: $Bakkt Holdings, Inc.(BKKT)$ - Short interest increased, which caused it to spike after mid-day last Friday. Might have a pre-anticipatory run this week. It is a good buy within low 20s range. $DraftKings Inc.(DKNG)$ - Friday earnings report (usually earnings report make stock go up), this is basically a stock which allows for sports betting. There has been a lot of collaborations and partnerships which means they might have a better earnings report. However, this stock only operates in a few states. The price now is a good buy within low","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849837283","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855396534,"gmtCreate":1635333318052,"gmtModify":1635333318052,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855396534","repostId":"851359144","repostType":1,"repost":{"id":851359144,"gmtCreate":1634872782084,"gmtModify":1634952339667,"author":{"id":"3580807725993787","authorId":"3580807725993787","name":"寇健","avatar":"https://static.tigerbbs.com/89441ad4219daeab85f6c707819e1dc6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580807725993787","authorIdStr":"3580807725993787"},"themes":[],"htmlText":"\n \n \n <a href=\"https://laohu8.com/FUT/QGmain\">$小天然气主连(QGmain)$</a> <a href=\"https://laohu8.com/FUT/NGmain\">$天然气主连(NGmain)$</a> <a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a> <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$</a> <a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$</a> ,现在再追多原油,风险已经越来越大,我从原油的期货价格结构中判断出了油价的关键点位,还有天然气的未来走势判断,来听听这节课,仔细聊了聊通胀预期下的能源品种走势。\n \n","listText":"<a href=\"https://laohu8.com/FUT/QGmain\">$小天然气主连(QGmain)$</a> <a href=\"https://laohu8.com/FUT/NGmain\">$天然气主连(NGmain)$</a> <a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a> <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$</a> <a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$</a> ,现在再追多原油,风险已经越来越大,我从原油的期货价格结构中判断出了油价的关键点位,还有天然气的未来走势判断,来听听这节课,仔细聊了聊通胀预期下的能源品种走势。","text":"$小天然气主连(QGmain)$ $天然气主连(NGmain)$ $WTI原油主连(CLmain)$ $NQ100指数主连(NQmain)$ $黄金主连(GCmain)$ ,现在再追多原油,风险已经越来越大,我从原油的期货价格结构中判断出了油价的关键点位,还有天然气的未来走势判断,来听听这节课,仔细聊了聊通胀预期下的能源品种走势。","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851359144","isVote":1,"tweetType":2,"object":{"id":"795c51fc713c44b2bf8e9b382c3ab320","tweetId":"851359144","title":"我对天然气和原油走势的最新研究:要留心天然气的底和原油的顶","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/b1a52d0f8602268010786658368/f0.mp4","poster":"https://static.tigerbbs.com/8725a044d1c77bb2d68a3142bf1bc282","shareLink":"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%2216347147014453%22%7D"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855396807,"gmtCreate":1635333297231,"gmtModify":1635333297324,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855396807","repostId":"852838752","repostType":1,"repost":{"id":852838752,"gmtCreate":1635256599032,"gmtModify":1635304428746,"author":{"id":"127367578255012","authorId":"127367578255012","name":"iAm22","avatar":"https://static.tigerbbs.com/9f09e78b0b1156378d49808e6823d89d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"127367578255012","authorIdStr":"127367578255012"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我去,这是干爆空头啊 好凶残,往死里整! <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>都砸不下去了…… 我空了标普 想今晚赚点快钱[流泪] [喷血] [捂脸] <a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连 2112(ESmain)$ </a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我去,这是干爆空头啊 好凶残,往死里整! <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>都砸不下去了…… 我空了标普 想今晚赚点快钱[流泪] [喷血] [捂脸] <a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连 2112(ESmain)$ </a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","text":"$特斯拉(TSLA)$我去,这是干爆空头啊 好凶残,往死里整! $标普500(.SPX)$都砸不下去了…… 我空了标普 想今晚赚点快钱[流泪] [喷血] [捂脸] $SP500指数主连 2112(ESmain)$ $蔚来(NIO)$$苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/7e0c470b7fdd9c0c46201a0b50849292","width":"1550","height":"1894"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852838752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855396379,"gmtCreate":1635333285145,"gmtModify":1635333285243,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855396379","repostId":"856041439","repostType":1,"repost":{"id":856041439,"gmtCreate":1635133586000,"gmtModify":1635285624420,"author":{"id":"3577852034187700","authorId":"3577852034187700","name":"经济观察报","avatar":"https://static.tigerbbs.com/f64ac2aa784ef0f271ddeb45c7dc72bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577852034187700","authorIdStr":"3577852034187700"},"themes":[],"title":"午间要闻 | 国家发改委召集部分房企开会;贵州茅台全球最大基金股东悄然易主;恒大10余个项目复工","htmlText":"事件关注 【国家发改委召集部分房企明日在京开会,参会企业多为美元债“大户”】据财联社消息,国家发改委召集部分房企明日(10月26日)在京开会,目前已有多家房企收到通知,有房企高管已赶往北京。相关知情人士表示,“发改委直接电话通知,且参会企业多为美元债大户。” 【A股并购重组年内已超1900起,国企百亿元并购频现】2021年A股市场并购重组表现活跃。据数据统计,按首次公告日并剔除交易失败案例来看,今年以来截至10月24日,A股市场共发生1945起公司并购事件,较去年同期的1640起增长19%。就企业性质而言,有640起参与方为国有控股上市公司,占比为33%。年内已经有13起百亿元以上的并购事件,其中,国有控股上市公司参与了10起。(证券日报) 【国家统计局:10月中旬生猪(外三元)价格环比上涨21.9%】据国家统计局对全国流通领域9大类50种重要生产资料市场价格的监测显示,2021年10月中旬与10月上旬相比,36种产品价格上涨,12种下降,2种持平。其中,生猪(外三元)价格为12.8千克/元,环比上涨21.9%。 【辽宁:各地检查排查燃气安全,严打转包挂靠行为】据央视新闻客户端消息,10月24日,辽宁省召开电视电话会议,对全省燃气安全排查整治工作进行再强调、再部署。在燃气工程施工方面,各地要将城镇燃气线路管道和设备安装纳入工程质量监管范畴,严格执行基本建设程序,重要部位施工时监理必须履行旁站职责,严厉打击转包挂靠行为。在燃气阀门方面,要督促引导用户在不使用燃气时,关闭气瓶角阀和管道燃气灶前阀。对入户阀门特别是长期未使用燃气的单元总阀开展检查,确保不用气的立管总阀处于关闭状态。 【国家卫健委:10月24日新增确诊病例39例,其中本土病例35例】据国家卫健委网站消息,10月24日0—24时,31个省(自治区、直辖市)和新疆生产建设兵团报告新增","listText":"事件关注 【国家发改委召集部分房企明日在京开会,参会企业多为美元债“大户”】据财联社消息,国家发改委召集部分房企明日(10月26日)在京开会,目前已有多家房企收到通知,有房企高管已赶往北京。相关知情人士表示,“发改委直接电话通知,且参会企业多为美元债大户。” 【A股并购重组年内已超1900起,国企百亿元并购频现】2021年A股市场并购重组表现活跃。据数据统计,按首次公告日并剔除交易失败案例来看,今年以来截至10月24日,A股市场共发生1945起公司并购事件,较去年同期的1640起增长19%。就企业性质而言,有640起参与方为国有控股上市公司,占比为33%。年内已经有13起百亿元以上的并购事件,其中,国有控股上市公司参与了10起。(证券日报) 【国家统计局:10月中旬生猪(外三元)价格环比上涨21.9%】据国家统计局对全国流通领域9大类50种重要生产资料市场价格的监测显示,2021年10月中旬与10月上旬相比,36种产品价格上涨,12种下降,2种持平。其中,生猪(外三元)价格为12.8千克/元,环比上涨21.9%。 【辽宁:各地检查排查燃气安全,严打转包挂靠行为】据央视新闻客户端消息,10月24日,辽宁省召开电视电话会议,对全省燃气安全排查整治工作进行再强调、再部署。在燃气工程施工方面,各地要将城镇燃气线路管道和设备安装纳入工程质量监管范畴,严格执行基本建设程序,重要部位施工时监理必须履行旁站职责,严厉打击转包挂靠行为。在燃气阀门方面,要督促引导用户在不使用燃气时,关闭气瓶角阀和管道燃气灶前阀。对入户阀门特别是长期未使用燃气的单元总阀开展检查,确保不用气的立管总阀处于关闭状态。 【国家卫健委:10月24日新增确诊病例39例,其中本土病例35例】据国家卫健委网站消息,10月24日0—24时,31个省(自治区、直辖市)和新疆生产建设兵团报告新增","text":"事件关注 【国家发改委召集部分房企明日在京开会,参会企业多为美元债“大户”】据财联社消息,国家发改委召集部分房企明日(10月26日)在京开会,目前已有多家房企收到通知,有房企高管已赶往北京。相关知情人士表示,“发改委直接电话通知,且参会企业多为美元债大户。” 【A股并购重组年内已超1900起,国企百亿元并购频现】2021年A股市场并购重组表现活跃。据数据统计,按首次公告日并剔除交易失败案例来看,今年以来截至10月24日,A股市场共发生1945起公司并购事件,较去年同期的1640起增长19%。就企业性质而言,有640起参与方为国有控股上市公司,占比为33%。年内已经有13起百亿元以上的并购事件,其中,国有控股上市公司参与了10起。(证券日报) 【国家统计局:10月中旬生猪(外三元)价格环比上涨21.9%】据国家统计局对全国流通领域9大类50种重要生产资料市场价格的监测显示,2021年10月中旬与10月上旬相比,36种产品价格上涨,12种下降,2种持平。其中,生猪(外三元)价格为12.8千克/元,环比上涨21.9%。 【辽宁:各地检查排查燃气安全,严打转包挂靠行为】据央视新闻客户端消息,10月24日,辽宁省召开电视电话会议,对全省燃气安全排查整治工作进行再强调、再部署。在燃气工程施工方面,各地要将城镇燃气线路管道和设备安装纳入工程质量监管范畴,严格执行基本建设程序,重要部位施工时监理必须履行旁站职责,严厉打击转包挂靠行为。在燃气阀门方面,要督促引导用户在不使用燃气时,关闭气瓶角阀和管道燃气灶前阀。对入户阀门特别是长期未使用燃气的单元总阀开展检查,确保不用气的立管总阀处于关闭状态。 【国家卫健委:10月24日新增确诊病例39例,其中本土病例35例】据国家卫健委网站消息,10月24日0—24时,31个省(自治区、直辖市)和新疆生产建设兵团报告新增","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856041439","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829935327,"gmtCreate":1633449139536,"gmtModify":1633449139657,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829935327","repostId":"866455859","repostType":1,"repost":{"id":866455859,"gmtCreate":1632799562467,"gmtModify":1634212530616,"author":{"id":"126199392658083","authorId":"126199392658083","name":"机构有话说","avatar":"https://static.tigerbbs.com/d8a79f8da6559cae9d644c1c24d24737","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"126199392658083","authorIdStr":"126199392658083"},"themes":[],"title":"天然气价格暴涨11%,能源危机全面蔓延","htmlText":"周一美国天然气价格暴涨11%至5.706美元/百万英热,为自2014年2月21日以来的最高收盘价,也是自今年2月1日以来的最大单日涨幅。 美股天然气板块也跟着拉升,周二美盘,山脉资源集团涨7.7%,贝利石油涨超6%,阿帕奇石油涨5.89%,卡伯特油气涨4.94%,戴文能源涨4.38%,雪佛龙涨超3%,康菲石油涨2.19%。 冬季需求高涨,全球天然气供应告急 交易员认为天然气价格大幅上涨的主要原因是,欧洲和亚洲对于天然气和其他能源短缺的担忧加剧,导致对美国天然气需求增加。高盛预计,由于全球天然气短缺,石油发电需求增加,冬季需求风险进一步明显偏向上行。 分析师表示,由于美国得州等一些地区继续使用空调,而其他地区准备随着气温下降而使用加热器,价格上涨也可能反映了对天然气需求温和增长的展望。 花旗认为,因为市场非常紧张,欧洲和美国的库存都远低于正常水平,因此看涨从目前到2022年的天然气价格。而在经历了一轮价格飙升之后,看空目前和2022年晚些时候的原油和天然气远期曲线是合理的。 穆迪补充道,至少到2022年初,北美天然气价格可能仍将高于中期亨利中心价格区间。 注:亨利中心定价是一个市场清算定价概念,基于天然气作为独立商品的实际供应和需求。 多个行业都感受到了天然气短缺的影响,如果天然气价格居高不下,预计将导致一些国家燃油发电的增加。 天然气危机扩散,原油价格跟涨 国际油价周一也攀升至三年来最高水平,原因是越来越多的人预期,在全球经济复苏提振需求的同时,天然气危机将蔓延至其他大宗商品。布伦特原油价格连续第5天上涨,今年已上涨约50%,本月已上涨9%。 在政府解除为疫情实施的社会限制之际,企业和消费者增加了汽油和飞机燃料等的使用量。 大宗商品市场最具影响力的银行之一高盛表示,预计油价将继续上涨,并预计布伦特原油价格到今年年底将触及每桶90美元,高于此前预计的80美元。 高盛的报告称,","listText":"周一美国天然气价格暴涨11%至5.706美元/百万英热,为自2014年2月21日以来的最高收盘价,也是自今年2月1日以来的最大单日涨幅。 美股天然气板块也跟着拉升,周二美盘,山脉资源集团涨7.7%,贝利石油涨超6%,阿帕奇石油涨5.89%,卡伯特油气涨4.94%,戴文能源涨4.38%,雪佛龙涨超3%,康菲石油涨2.19%。 冬季需求高涨,全球天然气供应告急 交易员认为天然气价格大幅上涨的主要原因是,欧洲和亚洲对于天然气和其他能源短缺的担忧加剧,导致对美国天然气需求增加。高盛预计,由于全球天然气短缺,石油发电需求增加,冬季需求风险进一步明显偏向上行。 分析师表示,由于美国得州等一些地区继续使用空调,而其他地区准备随着气温下降而使用加热器,价格上涨也可能反映了对天然气需求温和增长的展望。 花旗认为,因为市场非常紧张,欧洲和美国的库存都远低于正常水平,因此看涨从目前到2022年的天然气价格。而在经历了一轮价格飙升之后,看空目前和2022年晚些时候的原油和天然气远期曲线是合理的。 穆迪补充道,至少到2022年初,北美天然气价格可能仍将高于中期亨利中心价格区间。 注:亨利中心定价是一个市场清算定价概念,基于天然气作为独立商品的实际供应和需求。 多个行业都感受到了天然气短缺的影响,如果天然气价格居高不下,预计将导致一些国家燃油发电的增加。 天然气危机扩散,原油价格跟涨 国际油价周一也攀升至三年来最高水平,原因是越来越多的人预期,在全球经济复苏提振需求的同时,天然气危机将蔓延至其他大宗商品。布伦特原油价格连续第5天上涨,今年已上涨约50%,本月已上涨9%。 在政府解除为疫情实施的社会限制之际,企业和消费者增加了汽油和飞机燃料等的使用量。 大宗商品市场最具影响力的银行之一高盛表示,预计油价将继续上涨,并预计布伦特原油价格到今年年底将触及每桶90美元,高于此前预计的80美元。 高盛的报告称,","text":"周一美国天然气价格暴涨11%至5.706美元/百万英热,为自2014年2月21日以来的最高收盘价,也是自今年2月1日以来的最大单日涨幅。 美股天然气板块也跟着拉升,周二美盘,山脉资源集团涨7.7%,贝利石油涨超6%,阿帕奇石油涨5.89%,卡伯特油气涨4.94%,戴文能源涨4.38%,雪佛龙涨超3%,康菲石油涨2.19%。 冬季需求高涨,全球天然气供应告急 交易员认为天然气价格大幅上涨的主要原因是,欧洲和亚洲对于天然气和其他能源短缺的担忧加剧,导致对美国天然气需求增加。高盛预计,由于全球天然气短缺,石油发电需求增加,冬季需求风险进一步明显偏向上行。 分析师表示,由于美国得州等一些地区继续使用空调,而其他地区准备随着气温下降而使用加热器,价格上涨也可能反映了对天然气需求温和增长的展望。 花旗认为,因为市场非常紧张,欧洲和美国的库存都远低于正常水平,因此看涨从目前到2022年的天然气价格。而在经历了一轮价格飙升之后,看空目前和2022年晚些时候的原油和天然气远期曲线是合理的。 穆迪补充道,至少到2022年初,北美天然气价格可能仍将高于中期亨利中心价格区间。 注:亨利中心定价是一个市场清算定价概念,基于天然气作为独立商品的实际供应和需求。 多个行业都感受到了天然气短缺的影响,如果天然气价格居高不下,预计将导致一些国家燃油发电的增加。 天然气危机扩散,原油价格跟涨 国际油价周一也攀升至三年来最高水平,原因是越来越多的人预期,在全球经济复苏提振需求的同时,天然气危机将蔓延至其他大宗商品。布伦特原油价格连续第5天上涨,今年已上涨约50%,本月已上涨9%。 在政府解除为疫情实施的社会限制之际,企业和消费者增加了汽油和飞机燃料等的使用量。 大宗商品市场最具影响力的银行之一高盛表示,预计油价将继续上涨,并预计布伦特原油价格到今年年底将触及每桶90美元,高于此前预计的80美元。 高盛的报告称,","images":[{"img":"https://static.tigerbbs.com/911bfa27adb1b39039ad2a70751b6bc8","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866455859","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866664437,"gmtCreate":1632775597629,"gmtModify":1632797992061,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866664437","repostId":"866996342","repostType":1,"repost":{"id":866996342,"gmtCreate":1632718747482,"gmtModify":1713510267776,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860692623653","authorIdStr":"3502860692623653"},"themes":[],"title":"“限电” 一招定乾坤:大宗期货的上涨到头了!","htmlText":"01 据不完全统计,全国已经有 16 个省份出台了力度不等的限电措施。对数千家企业采取了 “开二停五”、“限产 90%” 等严厉措施。 如此,我国相关工业总产能可能要降低 30% 以上! 我们为何要实施 “限电限产” 呢? 根本原因是,电真的不够用了。 我国从2015年提出“能耗双控”战略,倒逼转变经济发展方式,提高绿色发展水平。 也就是说,减少依赖动力煤的火电,增强风/水/太阳能等清洁能源。 比如,上周末,国家能源局再次发出口号: 支持煤炭、油气等企业,利用现有资源 建设光伏等清洁能源发电项目 然而,我国转型到现在,火电占比依旧高达71.19%,与前几年相比下降了5%左右。而风电、光伏占比仅为5.59%和1.92%。 这距离发达国家普遍的15%以上的水平,还有较大发展空间。 由于转型缓慢,所以,近几年我国开始加强供给侧改革。 煤炭就是个典型,从2016年开始供给侧改革,各种限产,今年3月还超采入刑。 终于,行业内卷乱象被纠正,动力煤价格触底反弹,企业开始赚大,终于有钱搞技术升级了。 但是,从全年开始,我国贸易需求因为疫情突然激增,结果新能源又没赶上来,最终导致对火电需求激增,动力煤价格飙升。 以当前的煤价,火电厂上半年已亏的惨烈,如果继续飙升,将惨不忍睹。 所以,近期会听到电价要上涨的风声,但这关系到民生,几乎难以实施。 于是,国家又各种鼓励煤厂扩产了。 上周末,央视新闻报道: 国家发改委等部门采取多项措施,在持续淘汰落后低效煤炭产能的同时, 有序释放煤炭先进产能。其中主要包括, 组织大型煤矿核增产能、支持露天煤矿接续用地等,全力保障今冬明春采暖季煤炭的安全稳定供应。 可以说,动力煤的政策顶已现。 有人说,煤炭价格上涨,是因为停止进口澳大利亚煤矿导致。其实意影响并不大,我国93%的煤炭消耗都是自产的,澳大利亚煤炭仅占2%而已。 02 这次限电还有一个好处,可以让","listText":"01 据不完全统计,全国已经有 16 个省份出台了力度不等的限电措施。对数千家企业采取了 “开二停五”、“限产 90%” 等严厉措施。 如此,我国相关工业总产能可能要降低 30% 以上! 我们为何要实施 “限电限产” 呢? 根本原因是,电真的不够用了。 我国从2015年提出“能耗双控”战略,倒逼转变经济发展方式,提高绿色发展水平。 也就是说,减少依赖动力煤的火电,增强风/水/太阳能等清洁能源。 比如,上周末,国家能源局再次发出口号: 支持煤炭、油气等企业,利用现有资源 建设光伏等清洁能源发电项目 然而,我国转型到现在,火电占比依旧高达71.19%,与前几年相比下降了5%左右。而风电、光伏占比仅为5.59%和1.92%。 这距离发达国家普遍的15%以上的水平,还有较大发展空间。 由于转型缓慢,所以,近几年我国开始加强供给侧改革。 煤炭就是个典型,从2016年开始供给侧改革,各种限产,今年3月还超采入刑。 终于,行业内卷乱象被纠正,动力煤价格触底反弹,企业开始赚大,终于有钱搞技术升级了。 但是,从全年开始,我国贸易需求因为疫情突然激增,结果新能源又没赶上来,最终导致对火电需求激增,动力煤价格飙升。 以当前的煤价,火电厂上半年已亏的惨烈,如果继续飙升,将惨不忍睹。 所以,近期会听到电价要上涨的风声,但这关系到民生,几乎难以实施。 于是,国家又各种鼓励煤厂扩产了。 上周末,央视新闻报道: 国家发改委等部门采取多项措施,在持续淘汰落后低效煤炭产能的同时, 有序释放煤炭先进产能。其中主要包括, 组织大型煤矿核增产能、支持露天煤矿接续用地等,全力保障今冬明春采暖季煤炭的安全稳定供应。 可以说,动力煤的政策顶已现。 有人说,煤炭价格上涨,是因为停止进口澳大利亚煤矿导致。其实意影响并不大,我国93%的煤炭消耗都是自产的,澳大利亚煤炭仅占2%而已。 02 这次限电还有一个好处,可以让","text":"01 据不完全统计,全国已经有 16 个省份出台了力度不等的限电措施。对数千家企业采取了 “开二停五”、“限产 90%” 等严厉措施。 如此,我国相关工业总产能可能要降低 30% 以上! 我们为何要实施 “限电限产” 呢? 根本原因是,电真的不够用了。 我国从2015年提出“能耗双控”战略,倒逼转变经济发展方式,提高绿色发展水平。 也就是说,减少依赖动力煤的火电,增强风/水/太阳能等清洁能源。 比如,上周末,国家能源局再次发出口号: 支持煤炭、油气等企业,利用现有资源 建设光伏等清洁能源发电项目 然而,我国转型到现在,火电占比依旧高达71.19%,与前几年相比下降了5%左右。而风电、光伏占比仅为5.59%和1.92%。 这距离发达国家普遍的15%以上的水平,还有较大发展空间。 由于转型缓慢,所以,近几年我国开始加强供给侧改革。 煤炭就是个典型,从2016年开始供给侧改革,各种限产,今年3月还超采入刑。 终于,行业内卷乱象被纠正,动力煤价格触底反弹,企业开始赚大,终于有钱搞技术升级了。 但是,从全年开始,我国贸易需求因为疫情突然激增,结果新能源又没赶上来,最终导致对火电需求激增,动力煤价格飙升。 以当前的煤价,火电厂上半年已亏的惨烈,如果继续飙升,将惨不忍睹。 所以,近期会听到电价要上涨的风声,但这关系到民生,几乎难以实施。 于是,国家又各种鼓励煤厂扩产了。 上周末,央视新闻报道: 国家发改委等部门采取多项措施,在持续淘汰落后低效煤炭产能的同时, 有序释放煤炭先进产能。其中主要包括, 组织大型煤矿核增产能、支持露天煤矿接续用地等,全力保障今冬明春采暖季煤炭的安全稳定供应。 可以说,动力煤的政策顶已现。 有人说,煤炭价格上涨,是因为停止进口澳大利亚煤矿导致。其实意影响并不大,我国93%的煤炭消耗都是自产的,澳大利亚煤炭仅占2%而已。 02 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TOST FRSH ESMT RELY BRLT","htmlText":"\n \n \n 本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。上周我们为大家介绍的4家新股IPO公司:要与星巴克竞争的BROS从上市第一天到现在涨幅70%,医疗系统DH从上市第一天到现在涨幅18%,咨询公司TWKS从上市第一天到现在涨幅21.5%,瑞士鞋商ONON从上市第一天到现在涨幅12%。本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。其中 我们关注 餐馆支付软硬件 <a target=\"_blank\" href=\"https://laohu8.com/S/TOST\">$Toast, Inc.(TOST)$</a> ,珠宝商 <a target=\"_blank\" href=\"https://laohu8.com/S/BRLT\">$Brilliant Earth Group, Inc.(BRLT)$</a> ,客户关系管理软件 <a target=\"_blank\" href=\"https://laohu8.com/S/ESMT\">$ENGAGESMART, INC.(ESMT)$</a>, 国际转账 <a target=\"_blank\" href=\"https://laohu8.com/S/RELY\">$Remitly Global, Inc.(RELY)$</a> , 客户管理系统<a target=\"_blank\" href=\"https://laohu8.com/S/FRSH\">$Freshworks(FRSH)$</a> ,我们最看好 TOST 和 RELY , 其次是 ESMT。我们需要取决于开盘价再决定是否介入哪个,好的公司开盘价可能很高。另外,我们认为一般般的新股有 KDC SOVO STER THRN。TOST我们来看第一家公司,Toast\n \n","listText":"本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。上周我们为大家介绍的4家新股IPO公司:要与星巴克竞争的BROS从上市第一天到现在涨幅70%,医疗系统DH从上市第一天到现在涨幅18%,咨询公司TWKS从上市第一天到现在涨幅21.5%,瑞士鞋商ONON从上市第一天到现在涨幅12%。本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。其中 我们关注 餐馆支付软硬件 <a target=\"_blank\" href=\"https://laohu8.com/S/TOST\">$Toast, Inc.(TOST)$</a> ,珠宝商 <a target=\"_blank\" href=\"https://laohu8.com/S/BRLT\">$Brilliant Earth Group, Inc.(BRLT)$</a> ,客户关系管理软件 <a target=\"_blank\" href=\"https://laohu8.com/S/ESMT\">$ENGAGESMART, INC.(ESMT)$</a>, 国际转账 <a target=\"_blank\" href=\"https://laohu8.com/S/RELY\">$Remitly Global, Inc.(RELY)$</a> , 客户管理系统<a target=\"_blank\" href=\"https://laohu8.com/S/FRSH\">$Freshworks(FRSH)$</a> ,我们最看好 TOST 和 RELY , 其次是 ESMT。我们需要取决于开盘价再决定是否介入哪个,好的公司开盘价可能很高。另外,我们认为一般般的新股有 KDC SOVO STER THRN。TOST我们来看第一家公司,Toast","text":"本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。上周我们为大家介绍的4家新股IPO公司:要与星巴克竞争的BROS从上市第一天到现在涨幅70%,医疗系统DH从上市第一天到现在涨幅18%,咨询公司TWKS从上市第一天到现在涨幅21.5%,瑞士鞋商ONON从上市第一天到现在涨幅12%。本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。其中 我们关注 餐馆支付软硬件 $Toast, Inc.(TOST)$ ,珠宝商 $Brilliant Earth Group, Inc.(BRLT)$ ,客户关系管理软件 $ENGAGESMART, INC.(ESMT)$, 国际转账 $Remitly Global, Inc.(RELY)$ , 客户管理系统$Freshworks(FRSH)$ ,我们最看好 TOST 和 RELY , 其次是 ESMT。我们需要取决于开盘价再决定是否介入哪个,好的公司开盘价可能很高。另外,我们认为一般般的新股有 KDC SOVO STER THRN。TOST我们来看第一家公司,Toast","images":[{"img":"https://static.tigerbbs.com/c5e3247893ac801c155ff7b211b0e908","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863358649","isVote":1,"tweetType":2,"object":{"id":"5146cf8fb65b4dd7a00c6babfa3fe080","tweetId":"863358649","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/c866d5503701925924870880486/v.f30.mp4","poster":"https://static.tigerbbs.com/c5e3247893ac801c155ff7b211b0e908"},"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":38,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884630703,"gmtCreate":1631885973102,"gmtModify":1631888975598,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884630703","repostId":"882868463","repostType":1,"repost":{"id":882868463,"gmtCreate":1631675314452,"gmtModify":1631801430300,"author":{"id":"3522811592236647","authorId":"3522811592236647","name":"异观财经","avatar":"https://static.tigerbbs.com/898e3377b438b939ca4f3344b73c37b4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522811592236647","authorIdStr":"3522811592236647"},"themes":[],"htmlText":"昨晚没有熬夜看苹果<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>秋季新品发布会,今天媒体报道也不少,也大概知道苹果又推出了哪些新品。就我个人而言,作为一个普通的苹果手机用户的消费者,价格、内存和拍摄功能是我最关心的,关于芯片到底有多牛,我并关心。看到iPhone 13系列发布,主要提升了处理器和拍摄的能力,起售价格也比iPhone 12有所下降,iPhone 13 Pro Max 1TB等这些点确实很让人心动。不过,作为一个理性消费者,我并不会因为推出新品就会“买它”,即便现在的iPhone 7 Plus已使用了好几年的。什么情况下我会买苹果新机?就是在不得不更换手机的情况下,我会毫无顾忌的够买,原因有:1、习惯了iOS系统,很多时候在网页或者PDF等不同格式文件阅读时非常流畅,不用像安卓系统在去跳转2、手机的拍摄功能最常用,无论是拍摄图片还是视频。“摄影风格”功能,可以通过机器学习记住用户喜欢的曝光参数、色调、色温等,在拍摄之前提前为你准备好四个不同的个人化风格,选择好以后再进行拍摄。这个很贴心呀,帮助用户减少了大量的修片的时间。苹果在视频功能里推出的“电影模式”,两个主体之间可以做虚实转换,这点感觉也不错。之所以喜欢用苹果手机,更多是因为苹果很多产品在设计的时候,是从用户需求和体验方面来考虑,而不像其他手机厂商,花里胡哨的功能一大堆,实用的功能没几个,还占好大内存,让人方案和焦虑。","listText":"昨晚没有熬夜看苹果<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>秋季新品发布会,今天媒体报道也不少,也大概知道苹果又推出了哪些新品。就我个人而言,作为一个普通的苹果手机用户的消费者,价格、内存和拍摄功能是我最关心的,关于芯片到底有多牛,我并关心。看到iPhone 13系列发布,主要提升了处理器和拍摄的能力,起售价格也比iPhone 12有所下降,iPhone 13 Pro Max 1TB等这些点确实很让人心动。不过,作为一个理性消费者,我并不会因为推出新品就会“买它”,即便现在的iPhone 7 Plus已使用了好几年的。什么情况下我会买苹果新机?就是在不得不更换手机的情况下,我会毫无顾忌的够买,原因有:1、习惯了iOS系统,很多时候在网页或者PDF等不同格式文件阅读时非常流畅,不用像安卓系统在去跳转2、手机的拍摄功能最常用,无论是拍摄图片还是视频。“摄影风格”功能,可以通过机器学习记住用户喜欢的曝光参数、色调、色温等,在拍摄之前提前为你准备好四个不同的个人化风格,选择好以后再进行拍摄。这个很贴心呀,帮助用户减少了大量的修片的时间。苹果在视频功能里推出的“电影模式”,两个主体之间可以做虚实转换,这点感觉也不错。之所以喜欢用苹果手机,更多是因为苹果很多产品在设计的时候,是从用户需求和体验方面来考虑,而不像其他手机厂商,花里胡哨的功能一大堆,实用的功能没几个,还占好大内存,让人方案和焦虑。","text":"昨晚没有熬夜看苹果$苹果(AAPL)$秋季新品发布会,今天媒体报道也不少,也大概知道苹果又推出了哪些新品。就我个人而言,作为一个普通的苹果手机用户的消费者,价格、内存和拍摄功能是我最关心的,关于芯片到底有多牛,我并关心。看到iPhone 13系列发布,主要提升了处理器和拍摄的能力,起售价格也比iPhone 12有所下降,iPhone 13 Pro Max 1TB等这些点确实很让人心动。不过,作为一个理性消费者,我并不会因为推出新品就会“买它”,即便现在的iPhone 7 Plus已使用了好几年的。什么情况下我会买苹果新机?就是在不得不更换手机的情况下,我会毫无顾忌的够买,原因有:1、习惯了iOS系统,很多时候在网页或者PDF等不同格式文件阅读时非常流畅,不用像安卓系统在去跳转2、手机的拍摄功能最常用,无论是拍摄图片还是视频。“摄影风格”功能,可以通过机器学习记住用户喜欢的曝光参数、色调、色温等,在拍摄之前提前为你准备好四个不同的个人化风格,选择好以后再进行拍摄。这个很贴心呀,帮助用户减少了大量的修片的时间。苹果在视频功能里推出的“电影模式”,两个主体之间可以做虚实转换,这点感觉也不错。之所以喜欢用苹果手机,更多是因为苹果很多产品在设计的时候,是从用户需求和体验方面来考虑,而不像其他手机厂商,花里胡哨的功能一大堆,实用的功能没几个,还占好大内存,让人方案和焦虑。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882868463","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884630565,"gmtCreate":1631885952657,"gmtModify":1631888975620,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884630565","repostId":"886468036","repostType":1,"repost":{"id":886468036,"gmtCreate":1631617390025,"gmtModify":1631884545419,"author":{"id":"3571063925355053","authorId":"3571063925355053","name":"Lazybird","avatar":"https://static.tigerbbs.com/b9d6679c281c9b2ce1ad84ca4b3682b9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571063925355053","authorIdStr":"3571063925355053"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LVS\">$Las Vegas Sands(LVS)$</a>why sudden drop????","listText":"<a href=\"https://laohu8.com/S/LVS\">$Las Vegas Sands(LVS)$</a>why sudden drop????","text":"$Las Vegas Sands(LVS)$why sudden drop????","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886468036","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882106698,"gmtCreate":1631664987814,"gmtModify":1631888975634,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882106698","repostId":"1118939975","repostType":2,"repost":{"id":"1118939975","kind":"news","pubTimestamp":1631661433,"share":"https://www.laohu8.com/m/news/1118939975?lang=zh_CN&edition=full","pubTime":"2021-09-15 07:17","market":"us","language":"zh","title":"没有新意“13香”来了!一文看懂苹果新品发布会","url":"https://stock-news.laohu8.com/highlight/detail?id=1118939975","media":"华尔街见闻","summary":"媒体称并无惊艳之处,而且没有提到外界期待的无线蓝牙耳机AirPods、笔记本电脑MacBook Pro等事宜,还有人根据新一代智能手表的发货时间“待定”推测遭遇生产困难。80分钟的发布会结束时,苹果跌","content":"<blockquote>\n 媒体称并无惊艳之处,而且没有提到外界期待的无线蓝牙耳机AirPods、笔记本电脑MacBook Pro等事宜,还有人根据新一代智能手表的发货时间“待定”推测遭遇生产困难。80分钟的发布会结束时,苹果跌幅扩大至1.5%,接近四周最低。\n</blockquote>\n<p>美东时间9月14日周二下午1点(北京时间15日凌晨1点),苹果公司如期举行2021年秋季新品发布会。</p>\n<p>这是苹果因新冠疫情连续第七次举办的线上虚拟发布会,媒体称并无惊艳之处,公司股价下跌,80分钟的发布会结束时跌幅扩大至1.5%,或创8月19日以来的近四周最低。</p>\n<p>苹果新晋推出了新款旗舰智能手机iPhone 13系列、新版入门级iPad和iPad Mini、新一代智能手表Apple Watch,<b>但没有提到外界期待的无线蓝牙耳机AirPods、笔记本电脑MacBook Pro等事宜。</b></p>\n<p><img src=\"https://static.tigerbbs.com/165d7e060b805f2b0534a472cf4b6e3c\" tg-width=\"640\" tg-height=\"502\" referrerpolicy=\"no-referrer\"></p>\n<p><b>iPhone 13全系列升级A15仿生芯片和电影拍摄模式、刘海更小、电池更大,Pro系列增设蓝色和1TB内存</b></p>\n<p>华尔街见闻曾提到,<b>过去一年里,苹果利润创历史新高,在很大程度上归功于去年秋季推出的iPhone 12系列手机,这令iPhone 13系列成为本次发布会的重中之重。</b>不过,跟踪苹果的分析师预计,与去年具有里程碑意义的5G版iPhone 12相比,新iPhone系列的升级幅度不会太大。</p>\n<p><b>今日发布的新款iPhone 13系列确实设计基本与去年相同,不过刘海更小、电池更大,均支持5G无线标准,电池续航时间将增加1.5至2.5个小时不等,</b>9月17日开启预定,9月24日起发货。</p>\n<p>iPhone 13 Mini和iPhone 13的屏幕尺寸仍维持5.4英寸和6.1英寸,并拥有五种颜色,起售价分别为699美元和799美元,也与去年价格相同,但基本款的储存空间提升至128GB。</p>\n<p><img src=\"https://static.tigerbbs.com/9abfc8953a46feaa99d66373a47b80d7\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p>\n<p>iPhone 13 Pro和Pro Max的屏幕尺寸仍维持6.1英寸和6.7英寸,增设“Sierra Blue”的蓝色款,起售价分别为999美元和1099美元,与去年价格相同,但都增设1TB的超大内存选项。</p>\n<p><img src=\"https://static.tigerbbs.com/a94861fc8d5dde5410be155a02ad4f9f\" tg-width=\"546\" tg-height=\"307\" referrerpolicy=\"no-referrer\"></p>\n<p><b>苹果发布会结束后,苹果最新款iPhone国行价格出炉:</b></p>\n<blockquote>\n iPhone 13 mini国行起售价为5199元人民币,iPhone 13起售价为5999元,顶配的iPhone 13 Pro Max起售价为12999元,全系列9月17日起开始预购,9月24日正式发售。新款平板电脑iPad mini起售价为3799元。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/85f764b13bc5a0291adcb61703201ab3\" tg-width=\"544\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p>\n<p>iPhone 13及其Pro版本的最大区别仍为后置摄像头的个数,Pro系列有变焦、广角和超广角镜头的三摄设计,可对前处2厘米的物体对焦,iPhone 13基本款保留广角和超广角镜头的对角线排列,但12兆像素的后置广角镜头带有更大的传感器,可以捕捉多出50%的光线。</p>\n<p>此外,iPhone 13 Pro系列的显示屏被称为“Super Retina XDR with ProMotion”,刷新率是旧款苹果手机的两倍,这意味着iPhone触摸屏的滑动会更流畅、延迟更少。</p>\n<p><img src=\"https://static.tigerbbs.com/510186d223bc22f07d4ce3bbf074c34b\" tg-width=\"562\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p>iPhone 13及其Pro全系列都由苹果新一代A15仿生芯片驱动,CPU和GPU性能都大为提升,芯片里还有专门用于运行人工智能算法的部分。</p>\n<p><img src=\"https://static.tigerbbs.com/3f7f5150efc903319190c3efb3bdb0de\" tg-width=\"547\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p>\n<p>全系列手机都改进相机和摄影功能,增设“电影模式”(Cinematic mode),可对移动主体保持对焦,以及实时自动的对焦变换、创造丰富景深。苹果称,“电影模式”等于能用手机拍电影,是IPhone 13全系列独有的功能。</p>\n<p><img src=\"https://static.tigerbbs.com/c2ed54ea991a50d995e8db81c45f143b\" tg-width=\"611\" tg-height=\"384\" referrerpolicy=\"no-referrer\"></p>\n<p><b>新款iPad及Mini性能提升下周发货,分析质疑第七代智能手表遭遇生产困难,健身流媒体订阅的全球扩张打压同类公司股价</b></p>\n<p>发布最重磅硬件产品手机之前,苹果CEO库克首先介绍了Apple TV+流媒体视频订阅服务的新节目,并称正在投入数十亿美元制造原创内容,每月收费4.99美元或可与其他苹果服务捆绑付费,但公司并未透露订户数量。<img src=\"https://static.tigerbbs.com/2d69edd0fcd0b020405b6fc7b2554e2d\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p>\n<p>苹果随后推出了新款入门级平板电脑iPad,搭载升级后的A13芯片,运行速度较老版的A12芯片提升20%,12兆像素前值摄像头将提升Zoom和FaceTime等视频通话画质,并有LTE无线连接。新款iPad起售价不变为329美元,但基本款内存更大为64GB,即日起可预定,下周正式发售。</p>\n<p><img src=\"https://static.tigerbbs.com/ea1f74382c4dabaf50c14f28d15b6875\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p>\n<p>升级版iPad Mini获得全新设计和性能提升,被公司称为史上最强大的同类产品和“史上最大升级”,将支持5G网络和拥有更小的8.3英寸屏幕。它的边框更小,指纹传感器内置在顶部按钮中,配置有12兆像素的后置摄像头和立体声扬声器,包括紫色等多种颜色,使用USB-C连接器,并支持第二代苹果触控笔。起售价499美元,即日起可预定,下周正式发售。</p>\n<p><img src=\"https://static.tigerbbs.com/c10fbc996b81d2feb2b18d4975963a9b\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p>苹果还推出了第七代苹果手表(Apple Watch Series 7),外观和软件都经过重新设计,屏幕面积较第六代手表增加20%并可显示更多信息,保留了带有圆角边缘的工业设计,屏幕更抗裂,充电速度更快。入门级型号有五种颜色选择,提供铝、钢和钛外壳,旧款表带可与新型号配合使用。</p>\n<p><img src=\"https://static.tigerbbs.com/e8aed0154cb2cdec67681c13a5ce8eb8\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p>\n<p>值得注意的是,苹果虽称新一代智能手表起售价399美元,但没有透露具体发售日期,仅称“在今年秋季晚些时候”上市。有分析称,苹果手表可能遭遇制造挑战、进而导致生产延迟。</p>\n<p>天风国际曾在最新报告中称,负责生产Apple Watch 7 系列面板模组的立讯精密正积极复制产线,预计9月底所有产线开始大量生产,Apple Watch 7的供货自10月中下旬后将会有明显改善。</p>\n<p><img src=\"https://static.tigerbbs.com/d60b68d36321e616ad8329b40f710f65\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p>\n<p>苹果同时推介了Apple Fitness+健身流媒体订阅服务,今年将在额外15个国家推出,拓展到全球20余个国家,增设普拉提、冬季健身和引导冥想等内容和多语种版本,还将添加社交功能“Group Workouts”(团体健身),可与朋友相约视频锻炼,在9月下旬和今年秋季陆续推出。</p>\n<p>在Apple Fitness+全球扩展的消息发布后,互动健身平台Peloton Interactive跌超2%,从昨日所创的三周新高回落,前身为专业减重顾问公司Weight Watchers 的 WW跌近5%,至11个月最低。</p>\n<p><img src=\"https://static.tigerbbs.com/5174e0d18864d675948eec1105fc9f34\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p>\n<p>发布会当日稍早,苹果已向其移动操作系统iOS发布了相关的安全修复补丁,以修复与iPhone iMessage功能相关的漏洞。研究机构Citizen Lab称,一家以色列公司自2月份以来一直在利用这一弱点。美国联邦调查局和以色列官员一直在暗中调查该公司。</p>\n<p>金融软件数据公司FactSet调查的分析师预测,苹果本财年的手机出货量将为2.39亿部,超越2015财年2.31亿部的纪录最高,iPhone今年的销售额将增长41%,达到创纪录的1940亿美元。<b>但苹果明年不太可能保持这种增长。</b>今年7月,苹果表达了对手机行业芯片短缺影响的担忧。并且,在iPhone 12等重大新产品推出后的12个月,销售通常也会出现下滑。</p>","source":"highlight_wallstreetcn","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>没有新意“13香”来了!一文看懂苹果新品发布会</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n没有新意“13香”来了!一文看懂苹果新品发布会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 07:17 北京时间 <a href=https://wallstreetcn.com/articles/3640421><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>媒体称并无惊艳之处,而且没有提到外界期待的无线蓝牙耳机AirPods、笔记本电脑MacBook Pro等事宜,还有人根据新一代智能手表的发货时间“待定”推测遭遇生产困难。80分钟的发布会结束时,苹果跌幅扩大至1.5%,接近四周最低。\n\n美东时间9月14日周二下午1点(北京时间15日凌晨1点),苹果公司如期举行2021年秋季新品发布会。\n这是苹果因新冠疫情连续第七次举办的线上虚拟发布会,媒体称并无...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3640421\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9abfc8953a46feaa99d66373a47b80d7","relate_stocks":{"AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3640421","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1118939975","content_text":"媒体称并无惊艳之处,而且没有提到外界期待的无线蓝牙耳机AirPods、笔记本电脑MacBook Pro等事宜,还有人根据新一代智能手表的发货时间“待定”推测遭遇生产困难。80分钟的发布会结束时,苹果跌幅扩大至1.5%,接近四周最低。\n\n美东时间9月14日周二下午1点(北京时间15日凌晨1点),苹果公司如期举行2021年秋季新品发布会。\n这是苹果因新冠疫情连续第七次举办的线上虚拟发布会,媒体称并无惊艳之处,公司股价下跌,80分钟的发布会结束时跌幅扩大至1.5%,或创8月19日以来的近四周最低。\n苹果新晋推出了新款旗舰智能手机iPhone 13系列、新版入门级iPad和iPad Mini、新一代智能手表Apple Watch,但没有提到外界期待的无线蓝牙耳机AirPods、笔记本电脑MacBook Pro等事宜。\n\niPhone 13全系列升级A15仿生芯片和电影拍摄模式、刘海更小、电池更大,Pro系列增设蓝色和1TB内存\n华尔街见闻曾提到,过去一年里,苹果利润创历史新高,在很大程度上归功于去年秋季推出的iPhone 12系列手机,这令iPhone 13系列成为本次发布会的重中之重。不过,跟踪苹果的分析师预计,与去年具有里程碑意义的5G版iPhone 12相比,新iPhone系列的升级幅度不会太大。\n今日发布的新款iPhone 13系列确实设计基本与去年相同,不过刘海更小、电池更大,均支持5G无线标准,电池续航时间将增加1.5至2.5个小时不等,9月17日开启预定,9月24日起发货。\niPhone 13 Mini和iPhone 13的屏幕尺寸仍维持5.4英寸和6.1英寸,并拥有五种颜色,起售价分别为699美元和799美元,也与去年价格相同,但基本款的储存空间提升至128GB。\n\niPhone 13 Pro和Pro Max的屏幕尺寸仍维持6.1英寸和6.7英寸,增设“Sierra Blue”的蓝色款,起售价分别为999美元和1099美元,与去年价格相同,但都增设1TB的超大内存选项。\n\n苹果发布会结束后,苹果最新款iPhone国行价格出炉:\n\n iPhone 13 mini国行起售价为5199元人民币,iPhone 13起售价为5999元,顶配的iPhone 13 Pro Max起售价为12999元,全系列9月17日起开始预购,9月24日正式发售。新款平板电脑iPad mini起售价为3799元。\n\n\niPhone 13及其Pro版本的最大区别仍为后置摄像头的个数,Pro系列有变焦、广角和超广角镜头的三摄设计,可对前处2厘米的物体对焦,iPhone 13基本款保留广角和超广角镜头的对角线排列,但12兆像素的后置广角镜头带有更大的传感器,可以捕捉多出50%的光线。\n此外,iPhone 13 Pro系列的显示屏被称为“Super Retina XDR with ProMotion”,刷新率是旧款苹果手机的两倍,这意味着iPhone触摸屏的滑动会更流畅、延迟更少。\n\niPhone 13及其Pro全系列都由苹果新一代A15仿生芯片驱动,CPU和GPU性能都大为提升,芯片里还有专门用于运行人工智能算法的部分。\n\n全系列手机都改进相机和摄影功能,增设“电影模式”(Cinematic mode),可对移动主体保持对焦,以及实时自动的对焦变换、创造丰富景深。苹果称,“电影模式”等于能用手机拍电影,是IPhone 13全系列独有的功能。\n\n新款iPad及Mini性能提升下周发货,分析质疑第七代智能手表遭遇生产困难,健身流媒体订阅的全球扩张打压同类公司股价\n发布最重磅硬件产品手机之前,苹果CEO库克首先介绍了Apple TV+流媒体视频订阅服务的新节目,并称正在投入数十亿美元制造原创内容,每月收费4.99美元或可与其他苹果服务捆绑付费,但公司并未透露订户数量。\n苹果随后推出了新款入门级平板电脑iPad,搭载升级后的A13芯片,运行速度较老版的A12芯片提升20%,12兆像素前值摄像头将提升Zoom和FaceTime等视频通话画质,并有LTE无线连接。新款iPad起售价不变为329美元,但基本款内存更大为64GB,即日起可预定,下周正式发售。\n\n升级版iPad Mini获得全新设计和性能提升,被公司称为史上最强大的同类产品和“史上最大升级”,将支持5G网络和拥有更小的8.3英寸屏幕。它的边框更小,指纹传感器内置在顶部按钮中,配置有12兆像素的后置摄像头和立体声扬声器,包括紫色等多种颜色,使用USB-C连接器,并支持第二代苹果触控笔。起售价499美元,即日起可预定,下周正式发售。\n\n苹果还推出了第七代苹果手表(Apple Watch Series 7),外观和软件都经过重新设计,屏幕面积较第六代手表增加20%并可显示更多信息,保留了带有圆角边缘的工业设计,屏幕更抗裂,充电速度更快。入门级型号有五种颜色选择,提供铝、钢和钛外壳,旧款表带可与新型号配合使用。\n\n值得注意的是,苹果虽称新一代智能手表起售价399美元,但没有透露具体发售日期,仅称“在今年秋季晚些时候”上市。有分析称,苹果手表可能遭遇制造挑战、进而导致生产延迟。\n天风国际曾在最新报告中称,负责生产Apple Watch 7 系列面板模组的立讯精密正积极复制产线,预计9月底所有产线开始大量生产,Apple Watch 7的供货自10月中下旬后将会有明显改善。\n\n苹果同时推介了Apple Fitness+健身流媒体订阅服务,今年将在额外15个国家推出,拓展到全球20余个国家,增设普拉提、冬季健身和引导冥想等内容和多语种版本,还将添加社交功能“Group Workouts”(团体健身),可与朋友相约视频锻炼,在9月下旬和今年秋季陆续推出。\n在Apple Fitness+全球扩展的消息发布后,互动健身平台Peloton Interactive跌超2%,从昨日所创的三周新高回落,前身为专业减重顾问公司Weight Watchers 的 WW跌近5%,至11个月最低。\n\n发布会当日稍早,苹果已向其移动操作系统iOS发布了相关的安全修复补丁,以修复与iPhone iMessage功能相关的漏洞。研究机构Citizen Lab称,一家以色列公司自2月份以来一直在利用这一弱点。美国联邦调查局和以色列官员一直在暗中调查该公司。\n金融软件数据公司FactSet调查的分析师预测,苹果本财年的手机出货量将为2.39亿部,超越2015财年2.31亿部的纪录最高,iPhone今年的销售额将增长41%,达到创纪录的1940亿美元。但苹果明年不太可能保持这种增长。今年7月,苹果表达了对手机行业芯片短缺影响的担忧。并且,在iPhone 12等重大新产品推出后的12个月,销售通常也会出现下滑。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813225711,"gmtCreate":1630206832233,"gmtModify":1704957034255,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813225711","repostId":"2163799020","repostType":2,"repost":{"id":"2163799020","kind":"news","pubTimestamp":1630200210,"share":"https://www.laohu8.com/m/news/2163799020?lang=zh_CN&edition=full","pubTime":"2021-08-29 09:23","market":"us","language":"zh","title":"曝1TB存储的iPhone 13系列手机最低1.4 万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2163799020","media":"苏圆","summary":"相关消息透露称,iPhone 13系列将会在9月17日正式发售,该系列分别是iPhone 13 mini、iPhone 13、iPhone 13 Pro、iPhone 13 Pro Max。对于它的售价,最近有爆料称iPhone 13系列手机最低5499元起,1TB顶配版估计会高至1.4 万元。","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/03/01/ChMkKmEq4sCISMZfAABCiJ3Ju24AATNLgMWqPoAAEKg187.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>相关消息透露称,iPhone 13系列将会在9月17日正式发售,该系列分别是iPhone 13 mini、iPhone 13、iPhone 13 Pro、iPhone 13 Pro Max。</p><p><span></span><img height=\"337\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/03/01/ChMkKmEq4sCISMZfAABCiJ3Ju24AATNLgMWqPoAAEKg187.jpg\" width=\"600\"/></p><p>对于它的售价,最近有爆料称iPhone 13系列手机最低5499元起,1TB顶配版估计会高至1.4 万元。</p><p>本文属于原创文章,如若转载,请注明来源:曝1TB存储的iPhone 13系列手机最低1.4 万元 https://news.zol.com.cn/775/7754952.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">https://news.zol.com.cn/775/7754952.html</span>\n<span itemprop=\"indexUrl\">news.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://news.zol.com.cn/775/7754952.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">211</span>\n<span itemprop=\"description\">相关消息透露称,iPhone 13系列将会在9月17日正式发售,该系列分别是iPhone 13 mini、iPhone 13、iPhone 13 Pro、iPhone 13 Pro Max。对于它的售价,最近有爆料称iPhone 13系列手机最低5499元起,1TB顶配版估计会高至1.4 万元。...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n曝1TB存储的iPhone 13系列手机最低1.4 万元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-29 09:23 北京时间 <a href=http://news.zol.com.cn/775/7754952.html><strong>苏圆</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>相关消息透露称,iPhone 13系列将会在9月17日正式发售,该系列分别是iPhone 13 mini、iPhone 13、iPhone 13 Pro、iPhone 13 Pro Max。对于它的售价,最近有爆料称iPhone 13系列手机最低5499元起,1TB顶配版估计会高至1.4 万元。本文属于原创文章,如若转载,请注明来源:曝1TB存储的iPhone 13系列手机最低1.4 万元 ...</p>\n\n<a href=\"http://news.zol.com.cn/775/7754952.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e64b08e46b6eb1bee9b4fcb8733eb9bd","relate_stocks":{"AAPL":"苹果"},"source_url":"http://news.zol.com.cn/775/7754952.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163799020","content_text":"相关消息透露称,iPhone 13系列将会在9月17日正式发售,该系列分别是iPhone 13 mini、iPhone 13、iPhone 13 Pro、iPhone 13 Pro Max。对于它的售价,最近有爆料称iPhone 13系列手机最低5499元起,1TB顶配版估计会高至1.4 万元。本文属于原创文章,如若转载,请注明来源:曝1TB存储的iPhone 13系列手机最低1.4 万元 https://news.zol.com.cn/775/7754952.html\n\nhttps://news.zol.com.cn/775/7754952.html\nnews.zol.com.cn\ntrue\n中关村在线\nhttps://news.zol.com.cn/775/7754952.html\nreport\n211\n相关消息透露称,iPhone 13系列将会在9月17日正式发售,该系列分别是iPhone 13 mini、iPhone 13、iPhone 13 Pro、iPhone 13 Pro Max。对于它的售价,最近有爆料称iPhone 13系列手机最低5499元起,1TB顶配版估计会高至1.4 万元。...","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834712383,"gmtCreate":1629835733542,"gmtModify":1631888975657,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834712383","repostId":"1187604983","repostType":2,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893894543,"gmtCreate":1628253224582,"gmtModify":1631888975671,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090682168016880","authorIdStr":"4090682168016880"},"themes":[],"htmlText":"Good 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","listText":"okok ","text":"okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807575546","repostId":"1123278856","repostType":4,"repost":{"id":"1123278856","kind":"news","pubTimestamp":1628046173,"share":"https://www.laohu8.com/m/news/1123278856?lang=zh_CN&edition=full","pubTime":"2021-08-04 11:02","market":"us","language":"en","title":"NIO: Growth Is Set To Accelerate<blockquote>蔚来:增长将加速</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123278856","media":"seekingalpha","summary":"Summary\n\nNIO’s delivery growth in July accelerated over the previous month.\nBecause of this strong s","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>NIO’s delivery growth in July accelerated over the previous month.</li> <li>Because of this strong start to Q3, I am updating my FY 2021 delivery estimate.</li> <li>As the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.</li> <li>Based on valuation and estimated sales growth, NIO is a buy.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241262452bbefb6f4187cbdc8ada9bef\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>SimonSkafar/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来7月交付量环比增速加快。</li><li>由于第三季度开局强劲,我正在更新2021财年的交付预估。</li><li>随着半导体供应短缺的缓解,蔚来的交付增长应该会进一步加快。</li><li>根据估值和预计销售增长,蔚来值得买入。</li></ul><p class=\"t-img-caption\"><span>SimonSkafar/iStock来自Getty Images</span></p></blockquote></p><p> NIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.</p><p><blockquote>蔚来(蔚来)7月份的交付量增长令人印象深刻,这表明下半年的增长强于预期……随着芯片供应短缺的缓解,生产也应该会正常化。蔚来并不便宜,但令人印象深刻的交付和销售增长证明了高销售乘数因素的合理性。</blockquote></p><p> <b>NIO's delivery growth may accelerate toward the end of the year</b></p><p><blockquote><b>临近年底蔚来交付量增速或将加速</b></blockquote></p><p> For the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.</p><p><blockquote>蔚来报告7月份交付量同比增长124.5%。这家中国电动汽车制造商上个月交付了7,931辆汽车,其中大部分是蔚来的五座智能电动SUV ES6。蔚来交付了3,669辆ES6(占总交付量的46%)、2,560辆EC6s(占交付量的32%),这是蔚来的五座电动轿跑车运动型多功能车,以及1,702辆ES8(占交付量的21%),这是蔚来的六座或七座智能电动SUV。蔚来的ES6是这家中国制造商产品线中最畅销的电动SUV,也是交付量最高的。如果我们按车型细分增长率,那么ES6的交付量同比增长41%,ES8的交付量同比增长84%。2020年7月,蔚来仅交付了3,533辆ES8和ES6,EC6轿跑车SUV直到2020年9月才开始交付。蔚来公布的7月份124.5%的同比增长率虽然本身令人印象深刻,但随着生产恢复正常和EC6销售开始产生更大影响,可能会低估蔚来下半年的总交付量增长。</blockquote></p><p> NIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.</p><p><blockquote>蔚来ES6和EC6 7月份交付量小幅下降,这可能归因于芯片供应短缺,而不是需求放缓。然而,这两款车型交付量的下降被ES8交付量的增加所抵消。净影响是蔚来7月份的汽车交付量比6月份减少了152辆。我预计ES6和EC6车型将在21年第三季度恢复增长,蔚来与其他汽车品牌一样,应该会受益于下半年半导体流量的改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aac41720554953fda9f50597692affe\" tg-width=\"918\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:作者)</span></p></blockquote></p><p> <table> <tbody> <tr></tr> </tbody> </table> Despite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.</p><p><blockquote><table><tbody><tr></tr></tbody></table>尽管半导体存在供应问题,但蔚来的增长在7月份加速。蔚来7月份的交付增长率为124.5%,超过了6月份的交付增长率,6月份的交付增长率比去年增长了116.1%。2020年7月,蔚来的同比交付增长率为322.1%,因为2019财年的交付量要低得多,这使得同比比较非常有利。</blockquote></p><p> NIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing 228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed 251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.</p><p><blockquote>蔚来的电动汽车竞争对手小鹏汽车(XPEV)和理想汽车(LI)表现更好。小鹏汽车2021年7月交付汽车8,040辆,同比增长228%。交付量增长是由小鹏汽车的运动型智能轿车P7s推动的,这家中国电动汽车制造商售出了6,054辆。小鹏汽车还售出了1,986辆G3,这是一款紧凑型SUV,可与蔚来的运动型多用途车系列竞争。理想汽车也取得了创纪录的成绩,2021年7月交付了8,589辆Li One。交付数量同比增长251.3%。Li ONE是理想汽车的六座电动SUV,它与蔚来的ES8争夺买家。这是理想汽车首次突破每月交付量8,000辆的里程碑。</blockquote></p><p> Based on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an improving semiconductor supply situation although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.</p><p><blockquote>根据交付报告,小鹏汽车和理想汽车的交付增长率更强劲,每家电动汽车制造商7月份的汽车销量都超过了蔚来。蔚来7月份的交付量落后于竞争对手,但其以SUV为中心的产品线仍取得了令人印象深刻的增长。由于预计下半年生产将恢复正常,我预计蔚来的增长将在今年剩余的五个月内继续加速。福特上周表示,尽管芯片至少在今年年底前仍将持续短缺,但它认为半导体供应形势正在改善。我预计蔚来下周财报发布时也会发表类似评论,届时管理层可能会给出新的生产/交付指导。</blockquote></p><p></p><p> NIO lowered its Q1'21 production forecast because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.</p><p><blockquote>由于半导体短缺,蔚来将21年第一季度的产量预测下调至19,500辆,这表明交付量比之前指导的20,000-20,500辆少1,000辆。蔚来最终在21年第一季度交付了20,060辆。蔚来第二季度的交付量为21,896辆,因此这家中国电动汽车制造商的交付量好于其指导建议。因此,我预计随着芯片供应短缺不再成为蔚来的生产瓶颈,第三季度和第四季度的产量可能会大幅增加。我估计蔚来今年的交付量将接近10万辆的里程碑,增长主要由EC6和ES8推动。对于21年第三季度,我预计蔚来的平均月交付量将超过8,000辆,21年第四季度的平均月交付量将增长至略高于10,000辆。与我之前的指导相比,2021财年的交付预期反映了2021年下半年将额外销售1,840辆汽车。到目前为止,蔚来在2021年交付了49,887辆车型(包括7月交付量),相当于我全年交付量预期的50.4%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fb9b5de9002f17836d0c5fa3b3034f0\" tg-width=\"905\" tg-height=\"443\" width=\"100%\" height=\"auto\"><span>(Source: Author Projections)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:作者预测)</span></p></blockquote></p><p> <b>NIO's sales are expected to grow rapidly</b></p><p><blockquote><b>蔚来销量有望快速增长</b></blockquote></p><p> NIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's BaaS revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.</p><p><blockquote>蔚来明年的销售额预计将达到$8.9 B,是小鹏汽车的两倍……小鹏汽车的市盈率与蔚来相同。理想汽车的销售增长最便宜,因为2022财年收入的销售乘数为5.2。从预计的5年收入增长来看,理想汽车预计销售额增长最快,部分原因是其规模较小。然而,蔚来在2025年之前仍将有310%的非常可观的收入增长(基于明年的销售额)。由于蔚来的BaaS收入机会(比小鹏的电池租赁模式更好),我会选择蔚来而不是其他两家中国电动汽车制造商……尽管总销售额增长率较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c5132b85c6e35c18744ec71c7b2e85\" tg-width=\"905\" tg-height=\"532\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:作者)</span></p></blockquote></p><p> <b>Risks with NIO</b></p><p><blockquote><b>蔚来的风险</b></blockquote></p><p> The chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.</p><p><blockquote>芯片供应短缺将是决定蔚来恢复全面生产的速度以及交付量增长速度的因素。这家电动汽车制造商可能会在下周公布第二季度账目时提供最新信息。状态更新可能会包括修改后的今年剩余时间的生产指导,如果管理层预计半导体形势会有所改善,这应该是积极的,这也是我所期望的。改变我对蔚来的看法,或许还有蔚来估值的是交付增长率的放缓,我在全年交付预测中没有考虑到这一点。交付放缓和收入增长是蔚来和该股面临的两个最大风险。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.</p><p><blockquote>我预计,随着芯片供应情况在未来五个月内缓解,蔚来将在21年第4季度恢复到每月至少10,000辆汽车的产量……这至少是福特21年第2季度收益的结论,蔚来也应该同样经历更好的增长半导体的流动。这将消除一个主要的生产瓶颈,为蔚来在2021年提高产量并加速增长提供空间。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Growth Is Set To Accelerate<blockquote>蔚来:增长将加速</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\">\nNIO: Growth Is Set To Accelerate<blockquote>蔚来:增长将加速</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-04 11:02</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>NIO’s delivery growth in July accelerated over the previous month.</li> <li>Because of this strong start to Q3, I am updating my FY 2021 delivery estimate.</li> <li>As the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.</li> <li>Based on valuation and estimated sales growth, NIO is a buy.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241262452bbefb6f4187cbdc8ada9bef\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>SimonSkafar/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来7月交付量环比增速加快。</li><li>由于第三季度开局强劲,我正在更新2021财年的交付预估。</li><li>随着半导体供应短缺的缓解,蔚来的交付增长应该会进一步加快。</li><li>根据估值和预计销售增长,蔚来值得买入。</li></ul><p class=\"t-img-caption\"><span>SimonSkafar/iStock来自Getty Images</span></p></blockquote></p><p> NIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.</p><p><blockquote>蔚来(蔚来)7月份的交付量增长令人印象深刻,这表明下半年的增长强于预期……随着芯片供应短缺的缓解,生产也应该会正常化。蔚来并不便宜,但令人印象深刻的交付和销售增长证明了高销售乘数因素的合理性。</blockquote></p><p> <b>NIO's delivery growth may accelerate toward the end of the year</b></p><p><blockquote><b>临近年底蔚来交付量增速或将加速</b></blockquote></p><p> For the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.</p><p><blockquote>蔚来报告7月份交付量同比增长124.5%。这家中国电动汽车制造商上个月交付了7,931辆汽车,其中大部分是蔚来的五座智能电动SUV ES6。蔚来交付了3,669辆ES6(占总交付量的46%)、2,560辆EC6s(占交付量的32%),这是蔚来的五座电动轿跑车运动型多功能车,以及1,702辆ES8(占交付量的21%),这是蔚来的六座或七座智能电动SUV。蔚来的ES6是这家中国制造商产品线中最畅销的电动SUV,也是交付量最高的。如果我们按车型细分增长率,那么ES6的交付量同比增长41%,ES8的交付量同比增长84%。2020年7月,蔚来仅交付了3,533辆ES8和ES6,EC6轿跑车SUV直到2020年9月才开始交付。蔚来公布的7月份124.5%的同比增长率虽然本身令人印象深刻,但随着生产恢复正常和EC6销售开始产生更大影响,可能会低估蔚来下半年的总交付量增长。</blockquote></p><p> NIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.</p><p><blockquote>蔚来ES6和EC6 7月份交付量小幅下降,这可能归因于芯片供应短缺,而不是需求放缓。然而,这两款车型交付量的下降被ES8交付量的增加所抵消。净影响是蔚来7月份的汽车交付量比6月份减少了152辆。我预计ES6和EC6车型将在21年第三季度恢复增长,蔚来与其他汽车品牌一样,应该会受益于下半年半导体流量的改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aac41720554953fda9f50597692affe\" tg-width=\"918\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:作者)</span></p></blockquote></p><p> <table> <tbody> <tr></tr> </tbody> </table> Despite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.</p><p><blockquote><table><tbody><tr></tr></tbody></table>尽管半导体存在供应问题,但蔚来的增长在7月份加速。蔚来7月份的交付增长率为124.5%,超过了6月份的交付增长率,6月份的交付增长率比去年增长了116.1%。2020年7月,蔚来的同比交付增长率为322.1%,因为2019财年的交付量要低得多,这使得同比比较非常有利。</blockquote></p><p> NIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing 228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed 251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.</p><p><blockquote>蔚来的电动汽车竞争对手小鹏汽车(XPEV)和理想汽车(LI)表现更好。小鹏汽车2021年7月交付汽车8,040辆,同比增长228%。交付量增长是由小鹏汽车的运动型智能轿车P7s推动的,这家中国电动汽车制造商售出了6,054辆。小鹏汽车还售出了1,986辆G3,这是一款紧凑型SUV,可与蔚来的运动型多用途车系列竞争。理想汽车也取得了创纪录的成绩,2021年7月交付了8,589辆Li One。交付数量同比增长251.3%。Li ONE是理想汽车的六座电动SUV,它与蔚来的ES8争夺买家。这是理想汽车首次突破每月交付量8,000辆的里程碑。</blockquote></p><p> Based on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an improving semiconductor supply situation although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.</p><p><blockquote>根据交付报告,小鹏汽车和理想汽车的交付增长率更强劲,每家电动汽车制造商7月份的汽车销量都超过了蔚来。蔚来7月份的交付量落后于竞争对手,但其以SUV为中心的产品线仍取得了令人印象深刻的增长。由于预计下半年生产将恢复正常,我预计蔚来的增长将在今年剩余的五个月内继续加速。福特上周表示,尽管芯片至少在今年年底前仍将持续短缺,但它认为半导体供应形势正在改善。我预计蔚来下周财报发布时也会发表类似评论,届时管理层可能会给出新的生产/交付指导。</blockquote></p><p></p><p> NIO lowered its Q1'21 production forecast because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.</p><p><blockquote>由于半导体短缺,蔚来将21年第一季度的产量预测下调至19,500辆,这表明交付量比之前指导的20,000-20,500辆少1,000辆。蔚来最终在21年第一季度交付了20,060辆。蔚来第二季度的交付量为21,896辆,因此这家中国电动汽车制造商的交付量好于其指导建议。因此,我预计随着芯片供应短缺不再成为蔚来的生产瓶颈,第三季度和第四季度的产量可能会大幅增加。我估计蔚来今年的交付量将接近10万辆的里程碑,增长主要由EC6和ES8推动。对于21年第三季度,我预计蔚来的平均月交付量将超过8,000辆,21年第四季度的平均月交付量将增长至略高于10,000辆。与我之前的指导相比,2021财年的交付预期反映了2021年下半年将额外销售1,840辆汽车。到目前为止,蔚来在2021年交付了49,887辆车型(包括7月交付量),相当于我全年交付量预期的50.4%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fb9b5de9002f17836d0c5fa3b3034f0\" tg-width=\"905\" tg-height=\"443\" width=\"100%\" height=\"auto\"><span>(Source: Author Projections)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:作者预测)</span></p></blockquote></p><p> <b>NIO's sales are expected to grow rapidly</b></p><p><blockquote><b>蔚来销量有望快速增长</b></blockquote></p><p> NIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's BaaS revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.</p><p><blockquote>蔚来明年的销售额预计将达到$8.9 B,是小鹏汽车的两倍……小鹏汽车的市盈率与蔚来相同。理想汽车的销售增长最便宜,因为2022财年收入的销售乘数为5.2。从预计的5年收入增长来看,理想汽车预计销售额增长最快,部分原因是其规模较小。然而,蔚来在2025年之前仍将有310%的非常可观的收入增长(基于明年的销售额)。由于蔚来的BaaS收入机会(比小鹏的电池租赁模式更好),我会选择蔚来而不是其他两家中国电动汽车制造商……尽管总销售额增长率较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c5132b85c6e35c18744ec71c7b2e85\" tg-width=\"905\" tg-height=\"532\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:作者)</span></p></blockquote></p><p> <b>Risks with NIO</b></p><p><blockquote><b>蔚来的风险</b></blockquote></p><p> The chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.</p><p><blockquote>芯片供应短缺将是决定蔚来恢复全面生产的速度以及交付量增长速度的因素。这家电动汽车制造商可能会在下周公布第二季度账目时提供最新信息。状态更新可能会包括修改后的今年剩余时间的生产指导,如果管理层预计半导体形势会有所改善,这应该是积极的,这也是我所期望的。改变我对蔚来的看法,或许还有蔚来估值的是交付增长率的放缓,我在全年交付预测中没有考虑到这一点。交付放缓和收入增长是蔚来和该股面临的两个最大风险。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.</p><p><blockquote>我预计,随着芯片供应情况在未来五个月内缓解,蔚来将在21年第4季度恢复到每月至少10,000辆汽车的产量……这至少是福特21年第2季度收益的结论,蔚来也应该同样经历更好的增长半导体的流动。这将消除一个主要的生产瓶颈,为蔚来在2021年提高产量并加速增长提供空间。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4444428-nio-growth-is-set-to-accelerate\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4444428-nio-growth-is-set-to-accelerate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123278856","content_text":"Summary\n\nNIO’s delivery growth in July accelerated over the previous month.\nBecause of this strong start to Q3, I am updating my FY 2021 delivery estimate.\nAs the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.\nBased on valuation and estimated sales growth, NIO is a buy.\n\nSimonSkafar/iStock via Getty Images\nNIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.\nNIO's delivery growth may accelerate toward the end of the year\nFor the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.\nNIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.\n(Source: Author)\n\n\n\n\n\nDespite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.\nNIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing 228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed 251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.\nBased on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an improving semiconductor supply situation although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.\nNIO lowered its Q1'21 production forecast because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.\n(Source: Author Projections)\nNIO's sales are expected to grow rapidly\nNIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's BaaS revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.\n(Source: Author)\nRisks with NIO\nThe chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.\nFinal thoughts\nI expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807174790,"gmtCreate":1628016514110,"gmtModify":1631893833270,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090682168016880","idStr":"4090682168016880"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807174790","repostId":"1102455284","repostType":4,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807144523,"gmtCreate":1628012771662,"gmtModify":1631893833295,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090682168016880","idStr":"4090682168016880"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807144523","repostId":"2156123106","repostType":4,"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807408638,"gmtCreate":1628047255124,"gmtModify":1631888975708,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090682168016880","idStr":"4090682168016880"},"themes":[],"htmlText":"buy","listText":"buy","text":"buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807408638","repostId":"1175844933","repostType":4,"repost":{"id":"1175844933","kind":"news","pubTimestamp":1628044857,"share":"https://www.laohu8.com/m/news/1175844933?lang=zh_CN&edition=full","pubTime":"2021-08-04 10:40","market":"us","language":"en","title":"Apple Stock: Should You Buy It In August?<blockquote>苹果股票:你应该在八月份购买吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175844933","media":"TheStreet","summary":"Apple stock climbed in June and followed up with another strong month of performance in July. Will A","content":"<p>Apple stock climbed in June and followed up with another strong month of performance in July. Will August be just as solid for shares of the Cupertino company?</p><p><blockquote>苹果股价在6月份上涨,随后在7月份又表现强劲。库比蒂诺公司的股价八月份会同样强劲吗?</blockquote></p><p> July has reached its end, and Apple stock climbed for the fourth time in the past five months: up 7% this time. Shares are now solidly in positive territory for the year, after rising an impressive 80%-plus in 2019 and again in 2020.</p><p><blockquote>7月已经结束,苹果股票在过去五个月里第四次攀升:这次上涨了7%。继2019年和2020年再次上涨80%以上之后,该股今年稳居正值。</blockquote></p><p> However, investors may be feeling a bit uneasy about a slow-to-react share price,following outstanding fiscal Q3 results. Could AAPL continue to move higher in August?</p><p><blockquote>然而,在第三财季业绩出色之后,投资者可能会对反应缓慢的股价感到有点不安。AAPL八月份能否继续走高?</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/661cbd7867b8d51faeb99bbac22e65d3\" tg-width=\"1166\" tg-height=\"680\" width=\"100%\" height=\"auto\"><span>Figure 1: AAPL monthly chart.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:AAPL月度图表。</span></p></blockquote></p><p> <b>AAPL: seasonality</b></p><p><blockquote><b>AAPL:季节性</b></blockquote></p><p> It was interesting to see how little Apple moved after delivering one of the best quarters in the company’s history. It seems increasingly obvious that the gains in this stock were front-loaded in June and July, to an extent. This could be a bit concerning for the performance of AAPL in August.</p><p><blockquote>有趣的是,苹果在实现了公司历史上最好的季度之一后几乎没有什么变化。越来越明显的是,这只股票的上涨在一定程度上是在六月和七月提前上涨的。这对于AAPL 8月份的表现来说可能有点令人担忧。</blockquote></p><p> As the chart below suggests, the current month has historically been one of the best for the stock in the past ten years. This is consistent with the idea that investor sentiment improves 3-6 months ahead of the iPhone launch and holiday season. The harder question to answer, however, is whether the typical optimism in August may have already been priced into shares.</p><p><blockquote>如下图所示,从历史上看,本月是该股过去十年来表现最好的月份之一。这与投资者情绪在iPhone发布和假日季前3-6个月改善的观点是一致的。然而,更难回答的问题是,8月份典型的乐观情绪是否已经反映在股价中。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e445a35774320bec1d4ef2c32123d00\" tg-width=\"598\" tg-height=\"147\" width=\"100%\" height=\"auto\"><span>Figure 2: Average monthly return (seasonality).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:月平均回报(季节性)。</span></p></blockquote></p><p> <b>AAPL: thinking longer term</b></p><p><blockquote><b>AAPL:着眼长远</b></blockquote></p><p> But as I have argued in the past,Apple is probably a better stock to own for the long term, not one to trade. The Cupertino company has managed to shine across all product and geographic segments, both during the pandemic and the early recovery stages. It is hard to build a convincing bear case against the stock that is based on business fundamentals alone.</p><p><blockquote>但正如我过去所说,苹果可能是一只更值得长期持有的股票,而不是一只值得交易的股票。无论是在疫情还是早期恢复阶段,这家库比蒂诺公司都成功地在所有产品和地理领域大放异彩。仅基于业务基本面,很难对该股建立令人信服的熊市理由。</blockquote></p><p> The expectations for Apple’s revenues and earnings in 2021 have improved noticeably in the past few weeks, prior to and after fiscal Q3 earnings. What has not is the share price. Better results coupled with stagnant price means that valuations have pulled back.This is good news for those looking for an entry.</p><p><blockquote>过去几周,即第三财季财报发布前后,对苹果2021年收入和盈利的预期显着改善。没有的是股价。更好的业绩加上价格停滞意味着估值已经回落。这对于那些寻找入口的人来说是个好消息。</blockquote></p><p> For this reason, I remain on the fence about Apple stock’s performance in August. But regardless of near-term performance, I continue to believe that now is a good time to own shares for the long haul.</p><p><blockquote>因此,我对苹果股票8月份的表现仍持观望态度。但无论近期表现如何,我仍然相信现在是长期持有股票的好时机。</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 Stock: Should You Buy It In August?<blockquote>苹果股票:你应该在八月份购买吗?</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\">\nApple Stock: Should You Buy It In August?<blockquote>苹果股票:你应该在八月份购买吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-04 10:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple stock climbed in June and followed up with another strong month of performance in July. Will August be just as solid for shares of the Cupertino company?</p><p><blockquote>苹果股价在6月份上涨,随后在7月份又表现强劲。库比蒂诺公司的股价八月份会同样强劲吗?</blockquote></p><p> July has reached its end, and Apple stock climbed for the fourth time in the past five months: up 7% this time. Shares are now solidly in positive territory for the year, after rising an impressive 80%-plus in 2019 and again in 2020.</p><p><blockquote>7月已经结束,苹果股票在过去五个月里第四次攀升:这次上涨了7%。继2019年和2020年再次上涨80%以上之后,该股今年稳居正值。</blockquote></p><p> However, investors may be feeling a bit uneasy about a slow-to-react share price,following outstanding fiscal Q3 results. Could AAPL continue to move higher in August?</p><p><blockquote>然而,在第三财季业绩出色之后,投资者可能会对反应缓慢的股价感到有点不安。AAPL八月份能否继续走高?</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/661cbd7867b8d51faeb99bbac22e65d3\" tg-width=\"1166\" tg-height=\"680\" width=\"100%\" height=\"auto\"><span>Figure 1: AAPL monthly chart.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:AAPL月度图表。</span></p></blockquote></p><p> <b>AAPL: seasonality</b></p><p><blockquote><b>AAPL:季节性</b></blockquote></p><p> It was interesting to see how little Apple moved after delivering one of the best quarters in the company’s history. It seems increasingly obvious that the gains in this stock were front-loaded in June and July, to an extent. This could be a bit concerning for the performance of AAPL in August.</p><p><blockquote>有趣的是,苹果在实现了公司历史上最好的季度之一后几乎没有什么变化。越来越明显的是,这只股票的上涨在一定程度上是在六月和七月提前上涨的。这对于AAPL 8月份的表现来说可能有点令人担忧。</blockquote></p><p> As the chart below suggests, the current month has historically been one of the best for the stock in the past ten years. This is consistent with the idea that investor sentiment improves 3-6 months ahead of the iPhone launch and holiday season. The harder question to answer, however, is whether the typical optimism in August may have already been priced into shares.</p><p><blockquote>如下图所示,从历史上看,本月是该股过去十年来表现最好的月份之一。这与投资者情绪在iPhone发布和假日季前3-6个月改善的观点是一致的。然而,更难回答的问题是,8月份典型的乐观情绪是否已经反映在股价中。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e445a35774320bec1d4ef2c32123d00\" tg-width=\"598\" tg-height=\"147\" width=\"100%\" height=\"auto\"><span>Figure 2: Average monthly return (seasonality).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:月平均回报(季节性)。</span></p></blockquote></p><p> <b>AAPL: thinking longer term</b></p><p><blockquote><b>AAPL:着眼长远</b></blockquote></p><p> But as I have argued in the past,Apple is probably a better stock to own for the long term, not one to trade. The Cupertino company has managed to shine across all product and geographic segments, both during the pandemic and the early recovery stages. It is hard to build a convincing bear case against the stock that is based on business fundamentals alone.</p><p><blockquote>但正如我过去所说,苹果可能是一只更值得长期持有的股票,而不是一只值得交易的股票。无论是在疫情还是早期恢复阶段,这家库比蒂诺公司都成功地在所有产品和地理领域大放异彩。仅基于业务基本面,很难对该股建立令人信服的熊市理由。</blockquote></p><p> The expectations for Apple’s revenues and earnings in 2021 have improved noticeably in the past few weeks, prior to and after fiscal Q3 earnings. What has not is the share price. Better results coupled with stagnant price means that valuations have pulled back.This is good news for those looking for an entry.</p><p><blockquote>过去几周,即第三财季财报发布前后,对苹果2021年收入和盈利的预期显着改善。没有的是股价。更好的业绩加上价格停滞意味着估值已经回落。这对于那些寻找入口的人来说是个好消息。</blockquote></p><p> For this reason, I remain on the fence about Apple stock’s performance in August. But regardless of near-term performance, I continue to believe that now is a good time to own shares for the long haul.</p><p><blockquote>因此,我对苹果股票8月份的表现仍持观望态度。但无论近期表现如何,我仍然相信现在是长期持有股票的好时机。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/stock/apple-stock-should-you-buy-it-in-august\">TheStreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-should-you-buy-it-in-august","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175844933","content_text":"Apple stock climbed in June and followed up with another strong month of performance in July. Will August be just as solid for shares of the Cupertino company?\nJuly has reached its end, and Apple stock climbed for the fourth time in the past five months: up 7% this time. Shares are now solidly in positive territory for the year, after rising an impressive 80%-plus in 2019 and again in 2020.\nHowever, investors may be feeling a bit uneasy about a slow-to-react share price,following outstanding fiscal Q3 results. Could AAPL continue to move higher in August?\nFigure 1: AAPL monthly chart.\nAAPL: seasonality\nIt was interesting to see how little Apple moved after delivering one of the best quarters in the company’s history. It seems increasingly obvious that the gains in this stock were front-loaded in June and July, to an extent. This could be a bit concerning for the performance of AAPL in August.\nAs the chart below suggests, the current month has historically been one of the best for the stock in the past ten years. This is consistent with the idea that investor sentiment improves 3-6 months ahead of the iPhone launch and holiday season. The harder question to answer, however, is whether the typical optimism in August may have already been priced into shares.\nFigure 2: Average monthly return (seasonality).\nAAPL: thinking longer term\nBut as I have argued in the past,Apple is probably a better stock to own for the long term, not one to trade. The Cupertino company has managed to shine across all product and geographic segments, both during the pandemic and the early recovery stages. It is hard to build a convincing bear case against the stock that is based on business fundamentals alone.\nThe expectations for Apple’s revenues and earnings in 2021 have improved noticeably in the past few weeks, prior to and after fiscal Q3 earnings. What has not is the share price. Better results coupled with stagnant price means that valuations have pulled back.This is good news for those looking for an entry.\nFor this reason, I remain on the fence about Apple stock’s performance in August. But regardless of near-term performance, I continue to believe that now is a good time to own shares for the long haul.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807572581,"gmtCreate":1628046782943,"gmtModify":1631893833248,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090682168016880","idStr":"4090682168016880"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807572581","repostId":"1124757232","repostType":4,"repost":{"id":"1124757232","kind":"news","pubTimestamp":1628045612,"share":"https://www.laohu8.com/m/news/1124757232?lang=zh_CN&edition=full","pubTime":"2021-08-04 10:53","market":"us","language":"en","title":"3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124757232","media":"The Motley Fool","summary":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfi","content":"<p><b><i>Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.</i></b></p><p><blockquote><b><i>这就是为什么辉瑞、Inari Medical和Novavax的股票在2021年可能更有价值。</i></b></blockquote></p><p> <b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Pfizer might surprise to the upside.</li> <li>Inari Medical is growing like gangbusters.</li> <li>Novavax's vaccine might be an important booster shot as the COVID-19 virus mutates.</li> </ul> COVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?</p><p><blockquote><ul><li>辉瑞可能会带来惊喜。</li><li>伊那里医疗公司正在飞速发展。</li><li>随着COVID-19病毒的变异,Novavax的疫苗可能是一剂重要的加强针。</li></ul>2020年,新冠肺炎和国际封锁导致世界经济崩溃。许多人已经接种了疫苗,并期待正常化。但COVID正在变异,新的德尔塔变异毒株可能会给世界的重新开放带来麻烦。投资者如何保护自己?</blockquote></p><p> A panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>, <b><a href=\"https://laohu8.com/S/NARI\">Inari Medical, Inc.</a></b>, and <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</p><p><blockquote>Motley Fool撰稿人小组为医疗保健股提供了三个想法,即使新冠疫情形势恶化,这些股票也将在2021年飙升。阅读更多内容,了解为什么您可能想购买<b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a></b>, <b><a href=\"https://laohu8.com/S/NARI\">伊那里医疗公司。</a></b>,和<b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ed6a343e35e121aafbaa2b30134955\" 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> <h3><b>Pfizer: More room to run</b></h3> <b>George Budwell</b> <b>(Pfizer):</b> American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> -- losing steam from a sales perspective starting in 2022.</p><p><blockquote><h3><b>辉瑞:更多运行空间</b></h3><b>乔治·布德维尔</b> <b>(辉瑞):</b>在目前的新冠疫苗公司中,美国制药巨头辉瑞听起来可能不是一个性感的选择。华尔街目前的共识是制药商Comirnaty的疫苗——与<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>——从2022年开始,从销售角度来看失去动力。</blockquote></p><p> Because of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.</p><p><blockquote>然而,由于德尔塔变异毒株,Comirnaty的商业寿命可能会比最初预期的长得多。虽然高传播变种的出现对整个社会来说显然是个坏消息,但辉瑞及其股东可能会从这一不幸的发展中受益。</blockquote></p><p> There are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company announced that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.</p><p><blockquote>有两个明显的理由认为辉瑞的股价可能会因达美航空问题而走高。首先,该公司宣布,最早可能在本月提交第三次加强注射的紧急使用授权。其次,辉瑞计划本月启动德尔塔特异性版本疫苗的临床试验。</blockquote></p><p> Although the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.</p><p><blockquote>尽管美国食品药品监督管理局和疾病控制与预防中心最近都淡化了加强注射的必要性,但辉瑞已经提出了第三次注射的令人信服的理由,以应对德尔塔变异毒株的猖獗传播和Comirnaty在完全接种疫苗后6至12个月的疗效减弱。</blockquote></p><p> The big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.</p><p><blockquote>对于投资者来说,总体情况是,辉瑞2022年的收入可能比2021年增长9.7%——也就是说,如果加强注射确实获得批准,并且该公司还成功开发了delta特异性疫苗。相比之下,华尔街目前预计该制药商明年的营收将比2021年下降14.8%。</blockquote></p><p> Where is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a dividend-paying big pharma stock.</p><p><blockquote>辉瑞的股票可能走向何方?从保守的角度来看,如果疫苗方面的所有部分都到位,股价应该会达到50美元。这比该制药商的股价目前上涨了大约17%,甚至还没有考虑到该公司当前水平上颇具吸引力的3.64%股息收益率。简而言之,如果这种情况实现,辉瑞的股票交易价格将仅为2022年销售额的约3.5倍,对于派息的大型制药股来说,这是一个相当适中的估值。</blockquote></p><p> <h3><b>Inari Medical: Skyrocketing Sales</b></h3> <b>Patrick Bafuma</b> <b>(Inari Medical):</b> If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to <i>The New York Times</i> -- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.</p><p><blockquote><h3><b>伊那里医疗:销售额暴涨</b></h3><b>帕特里克·巴富马</b> <b>(伊那里医疗):</b>如果您正在寻找一只在大流行的顺风消退后具有持久力的股票,请关注伊那里医疗。数据显示,2021年7月27日新增108,000例新冠病例,为2021年2月5日以来最多<i>纽约时报</i>——这个数字是7月初7天平均水平的八倍多。更糟糕的是,COVID不仅会导致呼吸困难,还会使患者患致残和可能危及生命的血栓的风险增加两倍以上。我们仍然不确定当患者无症状或轻度COVID感染时,接种疫苗是否能完全降低血栓的风险。</blockquote></p><p></p><p> This seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021, up 130% from the same quarter last year and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according to<i>The Times</i>, Inari is likely to see an uptick in eligible cases.</p><p><blockquote>对于一家商业阶段的医疗技术公司来说,这似乎是一个很好的设置,该公司开发了微创产品,旨在消除大血凝块,而不需要强大的血栓破坏药物。通过使用ClotTriever和FlowTriever设备,伊那里迄今已治疗了25,000多名患者。2021年第一季度,临床医生使用该公司的设备进行了约5,500次手术,比去年同季度增长130%,比2020年第四季度增长约20%。根据数据,截至7月27日,美国约有12%的新冠肺炎患者出现血栓,约有35,000人因新冠肺炎住院(并且还在增加)<i>纽约时报</i>,伊那里可能会看到符合条件的病例增加。</blockquote></p><p> Not to mention the company's results thus far for blood clots in the lung are spectacular:</p><p><blockquote>更不用说该公司迄今为止在肺部血栓方面的结果非常惊人:</blockquote></p><p> <ul> <li>With the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.</li> <li>There's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.</li> <li>Major adverse events within 48 hours occur at only a 1.3% rate.</li> <li>No ICU stays are required after the procedure.</li> </ul> Add it all up, and Inari's retrieval device seems like an obvious choice.</p><p><blockquote><ul><li>由于肺部中高风险血栓的历史30天死亡率为9.7%,伊那里0.4%的30天死亡率令人印象深刻。</li><li>30天再入院率降低了6.7%,而常规护理为24.4%。</li><li>48小时内的主要不良事件发生率仅为1.3%。</li><li>手术后不需要住ICU。</li></ul>所有这些加起来,伊那里的检索设备似乎是一个显而易见的选择。</blockquote></p><p> The company grew first-quarter revenue at 113% year over year, and 18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.</p><p><blockquote>该公司第一季度收入同比增长113%,环比增长18%,2021年第一季度毛利率为91.9%。因此,伊那里的市销率为18,使其成为一只正在出售的成长型股票。</blockquote></p><p> Inari has less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.</p><p><blockquote>Inari在价值38亿美元的美国市场的渗透率不到5%,今年早些时候在欧洲推出的市场也有很大的增长空间。这意味着这家市值45亿美元的公司有很多机会。虽然COVID影响了许多选择性和半选择性程序,但它显然没有减缓伊那里,甚至可能加速其吸收。</blockquote></p><p> <h3><b>Novavax: How high can it go?</b></h3> <b>Taylor Carmichael</b> <b>(Novavax):</b> The vaccine biotech Novavax had an amazing 2020, with its share price running up 2,700% on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.</p><p><blockquote><h3><b>Novavax:能涨到多高?</b></h3><b>泰勒·卡迈克尔</b> <b>(诺瓦瓦克斯):</b>疫苗生物技术公司Novavax在2020年表现出色,由于对其COVID疫苗的乐观情绪,其股价上涨了2700%。虽然该公司尚未申请紧急使用授权,但预计将在本季度申请。2021年迄今为止,该股已上涨60%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e7829d99a76c48579ba01c6e55fe14f\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>NVAX DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NVAX数据。</span></p></blockquote></p><p> Positive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.</p><p><blockquote>COVID-19疫苗第三阶段的积极数据导致该股在今年年初飙升,但由于该公司的疫苗上市延迟,股价已经回落。首先,制造疫苗所需的原材料短缺。现在,该公司必须证明其各种合同生产设施将保持所有地点的疫苗质量一致。</blockquote></p><p> Despite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.</p><p><blockquote>尽管存在这些延迟,但长期投资者有理由看涨。制造业正在扩大规模,预计到第三季度末,生产率将达到每月1亿剂,到12月将达到每月1.5亿剂。虽然美国的许多人已经接种了疫苗,但世界其他地方的机会相当大。Novavax已向COVAX(国际疫苗联盟)预售了11亿剂疫苗,并已签约在全球范围内供应数亿剂疫苗。</blockquote></p><p> In the U.S., the Novavax vaccine might primarily be used as a booster shot for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told <i>The New York Times</i>.</p><p><blockquote>在美国,Novavax疫苗可能主要用于已经接种疫苗的人的加强注射。FDA代理首席科学家露丝安娜·博里奥(Luciana Borio)博士表示:“它们可能确实适合加强剂。”从2015年到2017年,告诉<i>纽约时报</i>.</blockquote></p><p> Down the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.</p><p><blockquote>未来,Novavax计划将其新冠疫苗与流感疫苗结合起来,形成一种一次性疗法。虽然COVID的变异速度不如流感,但我们在过去一年中已经看到了几种变异毒株。在未来的几年里,我们很可能需要不止一次接种疫苗。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Motley Fool</strong><span class=\"h-time small\">2021-08-04 10:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b><i>Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.</i></b></p><p><blockquote><b><i>这就是为什么辉瑞、Inari Medical和Novavax的股票在2021年可能更有价值。</i></b></blockquote></p><p> <b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Pfizer might surprise to the upside.</li> <li>Inari Medical is growing like gangbusters.</li> <li>Novavax's vaccine might be an important booster shot as the COVID-19 virus mutates.</li> </ul> COVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?</p><p><blockquote><ul><li>辉瑞可能会带来惊喜。</li><li>伊那里医疗公司正在飞速发展。</li><li>随着COVID-19病毒的变异,Novavax的疫苗可能是一剂重要的加强针。</li></ul>2020年,新冠肺炎和国际封锁导致世界经济崩溃。许多人已经接种了疫苗,并期待正常化。但COVID正在变异,新的德尔塔变异毒株可能会给世界的重新开放带来麻烦。投资者如何保护自己?</blockquote></p><p> A panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>, <b><a href=\"https://laohu8.com/S/NARI\">Inari Medical, Inc.</a></b>, and <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</p><p><blockquote>Motley Fool撰稿人小组为医疗保健股提供了三个想法,即使新冠疫情形势恶化,这些股票也将在2021年飙升。阅读更多内容,了解为什么您可能想购买<b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a></b>, <b><a href=\"https://laohu8.com/S/NARI\">伊那里医疗公司。</a></b>,和<b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ed6a343e35e121aafbaa2b30134955\" 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> <h3><b>Pfizer: More room to run</b></h3> <b>George Budwell</b> <b>(Pfizer):</b> American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> -- losing steam from a sales perspective starting in 2022.</p><p><blockquote><h3><b>辉瑞:更多运行空间</b></h3><b>乔治·布德维尔</b> <b>(辉瑞):</b>在目前的新冠疫苗公司中,美国制药巨头辉瑞听起来可能不是一个性感的选择。华尔街目前的共识是制药商Comirnaty的疫苗——与<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>——从2022年开始,从销售角度来看失去动力。</blockquote></p><p> Because of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.</p><p><blockquote>然而,由于德尔塔变异毒株,Comirnaty的商业寿命可能会比最初预期的长得多。虽然高传播变种的出现对整个社会来说显然是个坏消息,但辉瑞及其股东可能会从这一不幸的发展中受益。</blockquote></p><p> There are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company announced that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.</p><p><blockquote>有两个明显的理由认为辉瑞的股价可能会因达美航空问题而走高。首先,该公司宣布,最早可能在本月提交第三次加强注射的紧急使用授权。其次,辉瑞计划本月启动德尔塔特异性版本疫苗的临床试验。</blockquote></p><p> Although the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.</p><p><blockquote>尽管美国食品药品监督管理局和疾病控制与预防中心最近都淡化了加强注射的必要性,但辉瑞已经提出了第三次注射的令人信服的理由,以应对德尔塔变异毒株的猖獗传播和Comirnaty在完全接种疫苗后6至12个月的疗效减弱。</blockquote></p><p> The big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.</p><p><blockquote>对于投资者来说,总体情况是,辉瑞2022年的收入可能比2021年增长9.7%——也就是说,如果加强注射确实获得批准,并且该公司还成功开发了delta特异性疫苗。相比之下,华尔街目前预计该制药商明年的营收将比2021年下降14.8%。</blockquote></p><p> Where is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a dividend-paying big pharma stock.</p><p><blockquote>辉瑞的股票可能走向何方?从保守的角度来看,如果疫苗方面的所有部分都到位,股价应该会达到50美元。这比该制药商的股价目前上涨了大约17%,甚至还没有考虑到该公司当前水平上颇具吸引力的3.64%股息收益率。简而言之,如果这种情况实现,辉瑞的股票交易价格将仅为2022年销售额的约3.5倍,对于派息的大型制药股来说,这是一个相当适中的估值。</blockquote></p><p> <h3><b>Inari Medical: Skyrocketing Sales</b></h3> <b>Patrick Bafuma</b> <b>(Inari Medical):</b> If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to <i>The New York Times</i> -- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.</p><p><blockquote><h3><b>伊那里医疗:销售额暴涨</b></h3><b>帕特里克·巴富马</b> <b>(伊那里医疗):</b>如果您正在寻找一只在大流行的顺风消退后具有持久力的股票,请关注伊那里医疗。数据显示,2021年7月27日新增108,000例新冠病例,为2021年2月5日以来最多<i>纽约时报</i>——这个数字是7月初7天平均水平的八倍多。更糟糕的是,COVID不仅会导致呼吸困难,还会使患者患致残和可能危及生命的血栓的风险增加两倍以上。我们仍然不确定当患者无症状或轻度COVID感染时,接种疫苗是否能完全降低血栓的风险。</blockquote></p><p></p><p> This seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021, up 130% from the same quarter last year and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according to<i>The Times</i>, Inari is likely to see an uptick in eligible cases.</p><p><blockquote>对于一家商业阶段的医疗技术公司来说,这似乎是一个很好的设置,该公司开发了微创产品,旨在消除大血凝块,而不需要强大的血栓破坏药物。通过使用ClotTriever和FlowTriever设备,伊那里迄今已治疗了25,000多名患者。2021年第一季度,临床医生使用该公司的设备进行了约5,500次手术,比去年同季度增长130%,比2020年第四季度增长约20%。根据数据,截至7月27日,美国约有12%的新冠肺炎患者出现血栓,约有35,000人因新冠肺炎住院(并且还在增加)<i>纽约时报</i>,伊那里可能会看到符合条件的病例增加。</blockquote></p><p> Not to mention the company's results thus far for blood clots in the lung are spectacular:</p><p><blockquote>更不用说该公司迄今为止在肺部血栓方面的结果非常惊人:</blockquote></p><p> <ul> <li>With the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.</li> <li>There's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.</li> <li>Major adverse events within 48 hours occur at only a 1.3% rate.</li> <li>No ICU stays are required after the procedure.</li> </ul> Add it all up, and Inari's retrieval device seems like an obvious choice.</p><p><blockquote><ul><li>由于肺部中高风险血栓的历史30天死亡率为9.7%,伊那里0.4%的30天死亡率令人印象深刻。</li><li>30天再入院率降低了6.7%,而常规护理为24.4%。</li><li>48小时内的主要不良事件发生率仅为1.3%。</li><li>手术后不需要住ICU。</li></ul>所有这些加起来,伊那里的检索设备似乎是一个显而易见的选择。</blockquote></p><p> The company grew first-quarter revenue at 113% year over year, and 18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.</p><p><blockquote>该公司第一季度收入同比增长113%,环比增长18%,2021年第一季度毛利率为91.9%。因此,伊那里的市销率为18,使其成为一只正在出售的成长型股票。</blockquote></p><p> Inari has less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.</p><p><blockquote>Inari在价值38亿美元的美国市场的渗透率不到5%,今年早些时候在欧洲推出的市场也有很大的增长空间。这意味着这家市值45亿美元的公司有很多机会。虽然COVID影响了许多选择性和半选择性程序,但它显然没有减缓伊那里,甚至可能加速其吸收。</blockquote></p><p> <h3><b>Novavax: How high can it go?</b></h3> <b>Taylor Carmichael</b> <b>(Novavax):</b> The vaccine biotech Novavax had an amazing 2020, with its share price running up 2,700% on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.</p><p><blockquote><h3><b>Novavax:能涨到多高?</b></h3><b>泰勒·卡迈克尔</b> <b>(诺瓦瓦克斯):</b>疫苗生物技术公司Novavax在2020年表现出色,由于对其COVID疫苗的乐观情绪,其股价上涨了2700%。虽然该公司尚未申请紧急使用授权,但预计将在本季度申请。2021年迄今为止,该股已上涨60%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e7829d99a76c48579ba01c6e55fe14f\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>NVAX DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NVAX数据。</span></p></blockquote></p><p> Positive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.</p><p><blockquote>COVID-19疫苗第三阶段的积极数据导致该股在今年年初飙升,但由于该公司的疫苗上市延迟,股价已经回落。首先,制造疫苗所需的原材料短缺。现在,该公司必须证明其各种合同生产设施将保持所有地点的疫苗质量一致。</blockquote></p><p> Despite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.</p><p><blockquote>尽管存在这些延迟,但长期投资者有理由看涨。制造业正在扩大规模,预计到第三季度末,生产率将达到每月1亿剂,到12月将达到每月1.5亿剂。虽然美国的许多人已经接种了疫苗,但世界其他地方的机会相当大。Novavax已向COVAX(国际疫苗联盟)预售了11亿剂疫苗,并已签约在全球范围内供应数亿剂疫苗。</blockquote></p><p> In the U.S., the Novavax vaccine might primarily be used as a booster shot for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told <i>The New York Times</i>.</p><p><blockquote>在美国,Novavax疫苗可能主要用于已经接种疫苗的人的加强注射。FDA代理首席科学家露丝安娜·博里奥(Luciana Borio)博士表示:“它们可能确实适合加强剂。”从2015年到2017年,告诉<i>纽约时报</i>.</blockquote></p><p> Down the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.</p><p><blockquote>未来,Novavax计划将其新冠疫苗与流感疫苗结合起来,形成一种一次性疗法。虽然COVID的变异速度不如流感,但我们在过去一年中已经看到了几种变异毒株。在未来的几年里,我们很可能需要不止一次接种疫苗。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/\">The Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","NARI":"Inari Medical, Inc.","PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124757232","content_text":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfizer might surprise to the upside.\nInari Medical is growing like gangbusters.\nNovavax's vaccine might be an important booster shot as the COVID-19 virus mutates.\n\nCOVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?\nA panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of Pfizer, Inari Medical, Inc., and Novavax.\nIMAGE SOURCE: GETTY IMAGES.\nPfizer: More room to run\nGeorge Budwell (Pfizer): American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with BioNTech SE -- losing steam from a sales perspective starting in 2022.\nBecause of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.\nThere are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company announced that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.\nAlthough the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.\nThe big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.\nWhere is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a dividend-paying big pharma stock.\nInari Medical: Skyrocketing Sales\nPatrick Bafuma (Inari Medical): If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to The New York Times -- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.\nThis seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021, up 130% from the same quarter last year and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according toThe Times, Inari is likely to see an uptick in eligible cases.\nNot to mention the company's results thus far for blood clots in the lung are spectacular:\n\nWith the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.\nThere's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.\nMajor adverse events within 48 hours occur at only a 1.3% rate.\nNo ICU stays are required after the procedure.\n\nAdd it all up, and Inari's retrieval device seems like an obvious choice.\nThe company grew first-quarter revenue at 113% year over year, and 18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.\nInari has less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.\nNovavax: How high can it go?\nTaylor Carmichael (Novavax): The vaccine biotech Novavax had an amazing 2020, with its share price running up 2,700% on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.\nNVAX DATA BY YCHARTS.\nPositive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.\nDespite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.\nIn the U.S., the Novavax vaccine might primarily be used as a booster shot for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told The New York Times.\nDown the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.","news_type":1,"symbols_score_info":{"NARI":0.9,"NVAX":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807576724,"gmtCreate":1628046737168,"gmtModify":1631893833258,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090682168016880","idStr":"4090682168016880"},"themes":[],"htmlText":"ok ","listText":"ok ","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807576724","repostId":"2156512711","repostType":4,"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807144878,"gmtCreate":1628012695394,"gmtModify":1631893833306,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090682168016880","idStr":"4090682168016880"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807144878","repostId":"1140857457","repostType":4,"repost":{"id":"1140857457","kind":"news","pubTimestamp":1628004417,"share":"https://www.laohu8.com/m/news/1140857457?lang=zh_CN&edition=full","pubTime":"2021-08-03 23:26","market":"us","language":"en","title":"NYC Orders Restaurants And Gyms To Demand Proof Of Vaccination From All Customers<blockquote>纽约市命令餐馆和健身房要求所有顾客提供疫苗接种证明</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140857457","media":"zerohedge","summary":"Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the","content":"<p>Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the mayor to impose even more restrictive COVID measures, but after being criticized for his refusal to order mandatory masking in NYC, Mayor Bill de Blasio is reportedly planning new measures that double-down on his \"vaccine-focused\" approach to combating the delta variant.</p><p><blockquote>也许是彻底反白思豪的《纽约邮报》上罕见的赞扬性专栏激发了市长实施更具限制性的COVID措施,但在因拒绝在纽约市下令强制佩戴口罩而受到批评后,据报道,市长白思豪正在计划新措施,加倍强调他“以疫苗为中心”的方法来应对德尔塔变异毒株。</blockquote></p><p> Afterthe Bay Area and Louisianaeach adopted mandatory mask rules, it appears Mayor De Blasio is doubling-down on his vaccine-focused approach, ordering even more restrictive policies. According tothe NYT,the mayor plans to announced that NYC will require proof of vaccination for people participating in a range of indoor activities, from indoor dining to going to the gyms and performances on Broadway and elsewhere. The mayor's plan is \"his latest attempt to spur more vaccinations\", the NYT said, as the city's adult vaccination rate hovers at just 66%.</p><p><blockquote>在湾区和路易斯安那州都通过了强制性口罩规定后,市长白思豪似乎加倍了他以疫苗为重点的方法,下令采取更严格的政策。据NYT报道,市长计划宣布,纽约市将要求参加一系列室内活动的人提供疫苗接种证明,从室内用餐到去健身房以及在百老汇和其他地方的表演。NYT表示,市长的计划是“他刺激更多疫苗接种的最新尝试”,因为该市的成人疫苗接种率仅徘徊在66%。</blockquote></p><p> To facilitate this, NYC will be creating its own vaccine passport. Notably, the unvaccinated will still be allowed to dine outdoors.</p><p><blockquote>为了促进这一点,纽约市将创建自己的疫苗护照。值得注意的是,未接种疫苗的人仍将被允许在户外用餐。</blockquote></p><p> As part of the new program, New York City will create a health pass called the “Key to NYC Pass” to provide proof of vaccination required for workers and customers at indoor dining, gyms, entertainment and performances. This measure is similar to a policy imposed in France by President Emmanuel Macron his health advisors. The NYT said the policy allegedly inspired millions in France to book vaccination appointments.</p><p><blockquote>作为新计划的一部分,纽约市将创建一种名为“纽约市通行证之钥”的健康通行证,为室内餐厅、健身房、娱乐和表演场所的工作人员和顾客提供所需的疫苗接种证明。这项措施类似于法国总统埃马纽埃尔·马克龙及其健康顾问在法国实施的政策。NYT表示,这项政策据称激励了数百万法国人预约疫苗接种。</blockquote></p><p> In France, people will soon have to show a health pass — providing proof of vaccination or a recent negative test — to visit indoor bars, restaurants and gyms. It has already been implemented at amusement parks, theaters and venues hosting more than 50 people. In New York City, proof of vaccination will be required and there will be no testing option.The restrictions in France prompted millions of people to book vaccine appointments and also sparked a series of protests among people who said it infringed on their personal liberties. The program will start later this month after a transition period, will take full effect in mid-September when schools are expected to reopen and more workers could start returning to offices. So, anybody who wants to work out in NYC gyms will need to be vaccinated. Notably, Equinox and SoulCycle, two of the more popular upscale gym chains operating in the city, said earlier this week that they would require proof of vaccination.</p><p><blockquote>在法国,人们很快就必须出示健康通行证——提供疫苗接种证明或最近的阴性测试——才能去室内酒吧、餐馆和健身房。它已经在游乐园、剧院和容纳50人以上的场所实施。在纽约市,将需要疫苗接种证明,并且没有测试选项。法国的限制促使数百万人预约疫苗接种,也引发了人们的一系列抗议活动,他们表示这侵犯了他们的个人自由。该计划将在过渡期后于本月晚些时候启动,并将于9月中旬全面生效,届时学校预计将重新开放,更多员工可能开始返回办公室。因此,任何想在纽约健身房锻炼的人都需要接种疫苗。值得注意的是,在该市运营的两家更受欢迎的高档健身房连锁店Equinox和SoulCycle本周早些时候表示,他们将要求提供疫苗接种证明。</blockquote></p><p> Per the NYT, \"the policy is similar to mandates issued in France and Italy last month and is believed to be the first of its kind in the United States.\"</p><p><blockquote>据《纽约时报》报道,“该政策与法国和意大利上个月发布的命令类似,据信是美国首个此类政策。”</blockquote></p><p> Some critics, including Donald Trump Jr., slammed the policy as creating a two-tiered society.</p><p><blockquote>包括小唐纳德·特朗普(Donald Trump Jr.)在内的一些批评者抨击该政策创造了一个双层社会。</blockquote></p><p> Democrats and the media want a two-tiered society where millions of law-abiding Americans are segregated and discriminated against. This is what actual fascism looks like!!!https://t.co/lhAst4sGtW— Donald Trump Jr. (@DonaldJTrumpJr)August 3, 2021 We wonder how differently this effort would be perceived if the headline was<i><b>\"De Blasio Orders Restaurants to Deny Access To 1 In 7 Black New Yorkers\"</b></i></p><p><blockquote>民主党人和媒体想要一个双层社会,在这个社会中,数百万守法的美国人被隔离和歧视。这就是真正的法西斯主义的样子!!!https://t.co/lhAst4sGtW-小唐纳德·特朗普(@DonaldJTrumpJr)2021年8月3日我们想知道,如果标题是,人们对这一努力的看法会有多么不同<i><b>“白思豪命令餐馆拒绝七分之一的纽约黑人进入”</b></i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/cfeebc676150e2a825314b7b11287fdf\" tg-width=\"1009\" tg-height=\"754\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Mayor de Blasio has been reluctant to reinstate mandatory masking despite the criticism, though he did \"encourage\" New Yorkers to wear masks. It looks like this decision to \"double down\" on the vaccine first approach is an attempt to one-up the mayor's critics. And as the NY Post points out, the mayor might be on to something: As the NYP explains, \"requiring even the vaxxed to mask up eliminates a major incentive to get jabbed in the first place, and increasing vax rates is the best way to keep COVID from doing deeper damage.\"</p><p><blockquote>尽管受到批评,市长白思豪一直不愿意恢复强制戴口罩,尽管他确实“鼓励”纽约人戴口罩。看起来这个在疫苗优先的方法上“加倍努力”的决定是为了胜过市长的批评者。正如《纽约邮报》指出的那样,市长可能是对的:正如《纽约时报》解释的那样,“要求即使是vaxxed也要戴口罩,首先消除了被戳的主要动机,而提高vax率是最好的方法防止新冠病毒造成更深的损害。”</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>NYC Orders Restaurants And Gyms To Demand Proof Of Vaccination From All Customers<blockquote>纽约市命令餐馆和健身房要求所有顾客提供疫苗接种证明</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\">\nNYC Orders Restaurants And Gyms To Demand Proof Of Vaccination From All Customers<blockquote>纽约市命令餐馆和健身房要求所有顾客提供疫苗接种证明</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-08-03 23:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the mayor to impose even more restrictive COVID measures, but after being criticized for his refusal to order mandatory masking in NYC, Mayor Bill de Blasio is reportedly planning new measures that double-down on his \"vaccine-focused\" approach to combating the delta variant.</p><p><blockquote>也许是彻底反白思豪的《纽约邮报》上罕见的赞扬性专栏激发了市长实施更具限制性的COVID措施,但在因拒绝在纽约市下令强制佩戴口罩而受到批评后,据报道,市长白思豪正在计划新措施,加倍强调他“以疫苗为中心”的方法来应对德尔塔变异毒株。</blockquote></p><p> Afterthe Bay Area and Louisianaeach adopted mandatory mask rules, it appears Mayor De Blasio is doubling-down on his vaccine-focused approach, ordering even more restrictive policies. According tothe NYT,the mayor plans to announced that NYC will require proof of vaccination for people participating in a range of indoor activities, from indoor dining to going to the gyms and performances on Broadway and elsewhere. The mayor's plan is \"his latest attempt to spur more vaccinations\", the NYT said, as the city's adult vaccination rate hovers at just 66%.</p><p><blockquote>在湾区和路易斯安那州都通过了强制性口罩规定后,市长白思豪似乎加倍了他以疫苗为重点的方法,下令采取更严格的政策。据NYT报道,市长计划宣布,纽约市将要求参加一系列室内活动的人提供疫苗接种证明,从室内用餐到去健身房以及在百老汇和其他地方的表演。NYT表示,市长的计划是“他刺激更多疫苗接种的最新尝试”,因为该市的成人疫苗接种率仅徘徊在66%。</blockquote></p><p> To facilitate this, NYC will be creating its own vaccine passport. Notably, the unvaccinated will still be allowed to dine outdoors.</p><p><blockquote>为了促进这一点,纽约市将创建自己的疫苗护照。值得注意的是,未接种疫苗的人仍将被允许在户外用餐。</blockquote></p><p> As part of the new program, New York City will create a health pass called the “Key to NYC Pass” to provide proof of vaccination required for workers and customers at indoor dining, gyms, entertainment and performances. This measure is similar to a policy imposed in France by President Emmanuel Macron his health advisors. The NYT said the policy allegedly inspired millions in France to book vaccination appointments.</p><p><blockquote>作为新计划的一部分,纽约市将创建一种名为“纽约市通行证之钥”的健康通行证,为室内餐厅、健身房、娱乐和表演场所的工作人员和顾客提供所需的疫苗接种证明。这项措施类似于法国总统埃马纽埃尔·马克龙及其健康顾问在法国实施的政策。NYT表示,这项政策据称激励了数百万法国人预约疫苗接种。</blockquote></p><p> In France, people will soon have to show a health pass — providing proof of vaccination or a recent negative test — to visit indoor bars, restaurants and gyms. It has already been implemented at amusement parks, theaters and venues hosting more than 50 people. In New York City, proof of vaccination will be required and there will be no testing option.The restrictions in France prompted millions of people to book vaccine appointments and also sparked a series of protests among people who said it infringed on their personal liberties. The program will start later this month after a transition period, will take full effect in mid-September when schools are expected to reopen and more workers could start returning to offices. So, anybody who wants to work out in NYC gyms will need to be vaccinated. Notably, Equinox and SoulCycle, two of the more popular upscale gym chains operating in the city, said earlier this week that they would require proof of vaccination.</p><p><blockquote>在法国,人们很快就必须出示健康通行证——提供疫苗接种证明或最近的阴性测试——才能去室内酒吧、餐馆和健身房。它已经在游乐园、剧院和容纳50人以上的场所实施。在纽约市,将需要疫苗接种证明,并且没有测试选项。法国的限制促使数百万人预约疫苗接种,也引发了人们的一系列抗议活动,他们表示这侵犯了他们的个人自由。该计划将在过渡期后于本月晚些时候启动,并将于9月中旬全面生效,届时学校预计将重新开放,更多员工可能开始返回办公室。因此,任何想在纽约健身房锻炼的人都需要接种疫苗。值得注意的是,在该市运营的两家更受欢迎的高档健身房连锁店Equinox和SoulCycle本周早些时候表示,他们将要求提供疫苗接种证明。</blockquote></p><p> Per the NYT, \"the policy is similar to mandates issued in France and Italy last month and is believed to be the first of its kind in the United States.\"</p><p><blockquote>据《纽约时报》报道,“该政策与法国和意大利上个月发布的命令类似,据信是美国首个此类政策。”</blockquote></p><p> Some critics, including Donald Trump Jr., slammed the policy as creating a two-tiered society.</p><p><blockquote>包括小唐纳德·特朗普(Donald Trump Jr.)在内的一些批评者抨击该政策创造了一个双层社会。</blockquote></p><p> Democrats and the media want a two-tiered society where millions of law-abiding Americans are segregated and discriminated against. This is what actual fascism looks like!!!https://t.co/lhAst4sGtW— Donald Trump Jr. (@DonaldJTrumpJr)August 3, 2021 We wonder how differently this effort would be perceived if the headline was<i><b>\"De Blasio Orders Restaurants to Deny Access To 1 In 7 Black New Yorkers\"</b></i></p><p><blockquote>民主党人和媒体想要一个双层社会,在这个社会中,数百万守法的美国人被隔离和歧视。这就是真正的法西斯主义的样子!!!https://t.co/lhAst4sGtW-小唐纳德·特朗普(@DonaldJTrumpJr)2021年8月3日我们想知道,如果标题是,人们对这一努力的看法会有多么不同<i><b>“白思豪命令餐馆拒绝七分之一的纽约黑人进入”</b></i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/cfeebc676150e2a825314b7b11287fdf\" tg-width=\"1009\" tg-height=\"754\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Mayor de Blasio has been reluctant to reinstate mandatory masking despite the criticism, though he did \"encourage\" New Yorkers to wear masks. It looks like this decision to \"double down\" on the vaccine first approach is an attempt to one-up the mayor's critics. And as the NY Post points out, the mayor might be on to something: As the NYP explains, \"requiring even the vaxxed to mask up eliminates a major incentive to get jabbed in the first place, and increasing vax rates is the best way to keep COVID from doing deeper damage.\"</p><p><blockquote>尽管受到批评,市长白思豪一直不愿意恢复强制戴口罩,尽管他确实“鼓励”纽约人戴口罩。看起来这个在疫苗优先的方法上“加倍努力”的决定是为了胜过市长的批评者。正如《纽约邮报》指出的那样,市长可能是对的:正如《纽约时报》解释的那样,“要求即使是vaxxed也要戴口罩,首先消除了被戳的主要动机,而提高vax率是最好的方法防止新冠病毒造成更深的损害。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/covid-19/nyc-orders-restaurants-and-gyms-demand-proof-vaccination-all-customers?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/covid-19/nyc-orders-restaurants-and-gyms-demand-proof-vaccination-all-customers?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140857457","content_text":"Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the mayor to impose even more restrictive COVID measures, but after being criticized for his refusal to order mandatory masking in NYC, Mayor Bill de Blasio is reportedly planning new measures that double-down on his \"vaccine-focused\" approach to combating the delta variant.\nAfterthe Bay Area and Louisianaeach adopted mandatory mask rules, it appears Mayor De Blasio is doubling-down on his vaccine-focused approach, ordering even more restrictive policies. According tothe NYT,the mayor plans to announced that NYC will require proof of vaccination for people participating in a range of indoor activities, from indoor dining to going to the gyms and performances on Broadway and elsewhere. The mayor's plan is \"his latest attempt to spur more vaccinations\", the NYT said, as the city's adult vaccination rate hovers at just 66%.\nTo facilitate this, NYC will be creating its own vaccine passport. Notably, the unvaccinated will still be allowed to dine outdoors.\n\n As part of the new program, New York City will create a health pass called the “Key to NYC Pass” to provide proof of vaccination required for workers and customers at indoor dining, gyms, entertainment and performances.\n\nThis measure is similar to a policy imposed in France by President Emmanuel Macron his health advisors. The NYT said the policy allegedly inspired millions in France to book vaccination appointments.\n\n In France, people will soon have to show a health pass — providing proof of vaccination or a recent negative test — to visit indoor bars, restaurants and gyms. It has already been implemented at amusement parks, theaters and venues hosting more than 50 people. In New York City, proof of vaccination will be required and there will be no testing option.The restrictions in France prompted millions of people to book vaccine appointments and also sparked a series of protests among people who said it infringed on their personal liberties.\n\nThe program will start later this month after a transition period, will take full effect in mid-September when schools are expected to reopen and more workers could start returning to offices. So, anybody who wants to work out in NYC gyms will need to be vaccinated. Notably, Equinox and SoulCycle, two of the more popular upscale gym chains operating in the city, said earlier this week that they would require proof of vaccination.\nPer the NYT, \"the policy is similar to mandates issued in France and Italy last month and is believed to be the first of its kind in the United States.\"\nSome critics, including Donald Trump Jr., slammed the policy as creating a two-tiered society.\n\n Democrats and the media want a two-tiered society where millions of law-abiding Americans are segregated and discriminated against.\n\n\n This is what actual fascism looks like!!!https://t.co/lhAst4sGtW— Donald Trump Jr. (@DonaldJTrumpJr)August 3, 2021\n\nWe wonder how differently this effort would be perceived if the headline was\"De Blasio Orders Restaurants to Deny Access To 1 In 7 Black New Yorkers\"\n\nMayor de Blasio has been reluctant to reinstate mandatory masking despite the criticism, though he did \"encourage\" New Yorkers to wear masks. It looks like this decision to \"double down\" on the vaccine first approach is an attempt to one-up the mayor's critics. And as the NY Post points out, the mayor might be on to something: As the NYP explains, \"requiring even the vaxxed to mask up eliminates a major incentive to get jabbed in the first place, and increasing vax rates is the best way to keep COVID from doing deeper damage.\"","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834712383,"gmtCreate":1629835733542,"gmtModify":1631888975657,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090682168016880","idStr":"4090682168016880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834712383","repostId":"1187604983","repostType":2,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890906070,"gmtCreate":1628072400490,"gmtModify":1631888975695,"author":{"id":"4090682168016880","authorId":"4090682168016880","name":"yflaw","avatar":"https://static.tigerbbs.com/f72f9ee1d42a848204384071111db689","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090682168016880","idStr":"4090682168016880"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890906070","repostId":"2156127578","repostType":4,"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}