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peanutz
2021-12-08
Up up
Alibaba shares fell nearly 5% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场下跌近5%</blockquote>
peanutz
2021-12-01
Cool
Altimeter Growth surged 10% in premarket trading<blockquote>盘前交易中高度计增长飙升 10%</blockquote>
peanutz
2021-11-26
Anyone 3000 yet
Got $3,000? 3 Growth Stocks to Buy That Could Skyrocket<blockquote>有3000美元吗?3只可能飙升的成长型股票值得购买</blockquote>
peanutz
2021-11-23
Yes
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peanutz
2021-11-22
Cause all wanna out
Zoom Reports Earnings Monday. Here’s What to Expect.<blockquote>Zoom 周一公布收益。以下是可以期待的。</blockquote>
peanutz
2021-11-12
$Pfizer(PFE)$
will this reach 100?
peanutz
2021-11-06
Up up? Monday
Will Pfizer Outgun Merck With Oral COVID-19 Pill?<blockquote>辉瑞会在口服新冠肺炎药丸方面击败默克吗?</blockquote>
peanutz
2021-10-26
Looks good
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peanutz
2021-10-20
Hm... rly..
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peanutz
2021-10-10
Heavy pushing on vaccine now... relied heavily.
抱歉,原内容已删除
peanutz
2021-10-08
Boom
WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014<blockquote>WTI 原油期货自 2014 年 11 月以来首次盘中突破 80 美元/桶</blockquote>
peanutz
2021-10-08
Hmm..
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peanutz
2021-10-06
Yup all down.
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peanutz
2021-10-06
Yup more dip to come i feel. Lol many are selling.
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peanutz
2021-10-06
Damn..
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peanutz
2021-10-01
Hmm
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peanutz
2021-10-01
Kept falling even with big sales of pushing vaccines.
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peanutz
2021-09-30
When will it up
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peanutz
2021-09-29
Havent go back to original peak.
Pharmaceutical stocks rallied in morning trading<blockquote>医药股早盘上涨</blockquote>
peanutz
2021-09-29
Any overview
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去老虎APP查看更多动态
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up","listText":"Up up","text":"Up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602001231","repostId":"1110034472","repostType":2,"repost":{"id":"1110034472","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638934503,"share":"https://www.laohunote.com/m/news/1110034472?lang=zh_CN&edition=full","pubTime":"2021-12-08 11:35","market":"us","language":"en","title":"Alibaba shares fell nearly 5% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场下跌近5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110034472","media":"Tiger Newspress","summary":"Alibaba shares fell nearly 5% in Hong Kong market.\nThe stock rose more than 12% on 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#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\">\nAlibaba shares fell nearly 5% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场下跌近5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 11:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba shares fell nearly 5% in Hong Kong market.</p><p><blockquote>阿里巴巴-SW股价在香港市场下跌近5%。</blockquote></p><p> The stock rose more than 12% on Tuesday.<img src=\"https://static.tigerbbs.com/7164e9b37a74a667396e8d0d739f70b5\" tg-width=\"708\" tg-height=\"600\" width=\"100%\" height=\"auto\"></p><p><blockquote>该股周二上涨超过12%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110034472","content_text":"Alibaba shares fell nearly 5% in Hong Kong market.\nThe stock rose more than 12% on Tuesday.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":3148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603931911,"gmtCreate":1638350009541,"gmtModify":1638350060027,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603931911","repostId":"1147348931","repostType":2,"repost":{"id":"1147348931","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638349766,"share":"https://www.laohunote.com/m/news/1147348931?lang=zh_CN&edition=full","pubTime":"2021-12-01 17:09","market":"us","language":"en","title":"Altimeter Growth surged 10% in premarket trading<blockquote>盘前交易中高度计增长飙升 10%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147348931","media":"Tiger Newspress","summary":"Altimeter Growth surged 10% in premarket trading as Grab to debut on Nasdaq after shareholders approved SPAC merger.SHAREHOLDERS voted in favour of the merger between Grab and listed shell company Altimeter Growth Corp, paving the way for the ride-hailing and delivery giant to list in the US on Thursday .Shares of Altimeter Growth Corporation fell 5.8 per cent to close at US$12.72 on Tuesday , after the proposal passed at an extraordinary general meeting. It rebounded slightly in post-market tra","content":"<p>Altimeter Growth surged 10% in premarket trading as Grab to debut on Nasdaq after shareholders approved SPAC merger.</p><p><blockquote>在股东批准 SPAC 合并后,Grab 在纳斯达克首次亮相,Altimeter 在盘前交易中飙升 10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/37851e896fa7303daf1c06cd5dbb15b5\" tg-width=\"853\" tg-height=\"621\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> SHAREHOLDERS voted in favour of the merger between Grab and listed shell company Altimeter Growth Corp, paving the way for the ride-hailing and delivery giant to list in the US on Thursday (Dec 2).</p><p><blockquote>股东投票赞成 Grab 与上市空壳公司 Altimeter Growth Corp 的合并,为这家打车和送货巨头周四(12 月 2 日)在美国上市铺平了道路。</blockquote></p><p> Shares of Altimeter Growth Corporation fell 5.8 per cent to close at US$12.72 on Tuesday (Nov 30), after the proposal passed at an extraordinary general meeting. It rebounded slightly in post-market trading.</p><p><blockquote>在特别股东大会上通过该提案后,Altimeter Growth Corporation 的股价周二(11 月 30 日)下跌 5.8%,收于 12.72 美元。盘后交易中小幅反弹。</blockquote></p><p> The green light from investors marks the completion of one of the biggest blank-cheque deals globally, which valued the combination at nearly US$40 billion. The combined entity will start trading on the Nasdaq on Dec 2 under the ticker GRAB.</p><p><blockquote>投资者的批准标志着全球最大的空白支票交易之一的完成,该合并价值近 400 亿美元。合并后的实体将于 12 月 2 日开始在纳斯达克交易,股票代码为 GRAB。</blockquote></p><p> Investors that back a SPAC (special purpose acquisition company) have a chance to redeem their bets at the issue price before the merger is completed. In Grab's case, 0.02 per cent of shares were redeemed, Altimeter said in a statement. Grab's redemption rate could be considered low compared to its US peers, where interest in SPAC deals have sizzled out of late.</p><p><blockquote>支持 SPAC(特殊目的收购公司)的投资者有机会在合并完成前以发行价赎回他们的赌注。Altimeter 在一份声明中表示,就 Grab 而言,0.02% 的股份被赎回。与美国同行相比,Grab 的赎回率可能被认为较低,美国对 SPAC 交易的兴趣最近迅速消退。</blockquote></p><p> As a result of the transaction, Grab will receive a US$4.5 billion cash injection, which includes US$4 billion in private investment in public equity arrangement, from the SPAC promoted by Silicon Valley investor Brad Gerstner.</p><p><blockquote>交易完成后,Grab 将从硅谷投资者 Brad Gerstner 推动的 SPAC 获得 45 亿美元现金注入,其中包括 40 亿美元的公共股权安排私人投资。</blockquote></p><p> Gerstner's Altimeter Growth and Grab announced the deal in April, near the height of the SPAC boom. It then delayed the completion of the merger to Q4 as it finalised its audit of the past 3 years.</p><p><blockquote>郭士纳的 Altimeter Growth and Grab 于 4 月份宣布了这笔交易,当时正值 SPAC 热潮的鼎盛时期。随后,该公司将合并的完成推迟到第四季度,以完成对过去 3 年的审计。</blockquote></p><p> Grab reported widening losses of US$988 million for its third quarter, from US$621 million a year before. Revenue fell 9 per cent to US$157 million, weighed down by pandemic restrictions. In mid-November, Grab's app was hit by awidespread outagewhich dragged on for more than 2 days after its system upgrade backfired.</p><p><blockquote>Grab 公布第三季度亏损扩大至 9.88 亿美元,高于去年同期的 6.21 亿美元。受大流行限制拖累,收入下降 9% 至 1.57 亿美元。11月中旬,Grab的应用程序在系统升级适得其反后遭遇大范围中断,持续了2天多。</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>Altimeter Growth surged 10% in premarket trading<blockquote>盘前交易中高度计增长飙升 10%</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\">\nAltimeter Growth surged 10% in premarket trading<blockquote>盘前交易中高度计增长飙升 10%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-01 17:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Altimeter Growth surged 10% in premarket trading as Grab to debut on Nasdaq after shareholders approved SPAC merger.</p><p><blockquote>在股东批准 SPAC 合并后,Grab 在纳斯达克首次亮相,Altimeter 在盘前交易中飙升 10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/37851e896fa7303daf1c06cd5dbb15b5\" tg-width=\"853\" tg-height=\"621\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> SHAREHOLDERS voted in favour of the merger between Grab and listed shell company Altimeter Growth Corp, paving the way for the ride-hailing and delivery giant to list in the US on Thursday (Dec 2).</p><p><blockquote>股东投票赞成 Grab 与上市空壳公司 Altimeter Growth Corp 的合并,为这家打车和送货巨头周四(12 月 2 日)在美国上市铺平了道路。</blockquote></p><p> Shares of Altimeter Growth Corporation fell 5.8 per cent to close at US$12.72 on Tuesday (Nov 30), after the proposal passed at an extraordinary general meeting. It rebounded slightly in post-market trading.</p><p><blockquote>在特别股东大会上通过该提案后,Altimeter Growth Corporation 的股价周二(11 月 30 日)下跌 5.8%,收于 12.72 美元。盘后交易中小幅反弹。</blockquote></p><p> The green light from investors marks the completion of one of the biggest blank-cheque deals globally, which valued the combination at nearly US$40 billion. The combined entity will start trading on the Nasdaq on Dec 2 under the ticker GRAB.</p><p><blockquote>投资者的批准标志着全球最大的空白支票交易之一的完成,该合并价值近 400 亿美元。合并后的实体将于 12 月 2 日开始在纳斯达克交易,股票代码为 GRAB。</blockquote></p><p> Investors that back a SPAC (special purpose acquisition company) have a chance to redeem their bets at the issue price before the merger is completed. In Grab's case, 0.02 per cent of shares were redeemed, Altimeter said in a statement. Grab's redemption rate could be considered low compared to its US peers, where interest in SPAC deals have sizzled out of late.</p><p><blockquote>支持 SPAC(特殊目的收购公司)的投资者有机会在合并完成前以发行价赎回他们的赌注。Altimeter 在一份声明中表示,就 Grab 而言,0.02% 的股份被赎回。与美国同行相比,Grab 的赎回率可能被认为较低,美国对 SPAC 交易的兴趣最近迅速消退。</blockquote></p><p> As a result of the transaction, Grab will receive a US$4.5 billion cash injection, which includes US$4 billion in private investment in public equity arrangement, from the SPAC promoted by Silicon Valley investor Brad Gerstner.</p><p><blockquote>交易完成后,Grab 将从硅谷投资者 Brad Gerstner 推动的 SPAC 获得 45 亿美元现金注入,其中包括 40 亿美元的公共股权安排私人投资。</blockquote></p><p> Gerstner's Altimeter Growth and Grab announced the deal in April, near the height of the SPAC boom. It then delayed the completion of the merger to Q4 as it finalised its audit of the past 3 years.</p><p><blockquote>郭士纳的 Altimeter Growth and Grab 于 4 月份宣布了这笔交易,当时正值 SPAC 热潮的鼎盛时期。随后,该公司将合并的完成推迟到第四季度,以完成对过去 3 年的审计。</blockquote></p><p> Grab reported widening losses of US$988 million for its third quarter, from US$621 million a year before. Revenue fell 9 per cent to US$157 million, weighed down by pandemic restrictions. In mid-November, Grab's app was hit by awidespread outagewhich dragged on for more than 2 days after its system upgrade backfired.</p><p><blockquote>Grab 公布第三季度亏损扩大至 9.88 亿美元,高于去年同期的 6.21 亿美元。受大流行限制拖累,收入下降 9% 至 1.57 亿美元。11月中旬,Grab的应用程序在系统升级适得其反后遭遇大范围中断,持续了2天多。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147348931","content_text":"Altimeter Growth surged 10% in premarket trading as Grab to debut on Nasdaq after shareholders approved SPAC merger.\n\nSHAREHOLDERS voted in favour of the merger between Grab and listed shell company Altimeter Growth Corp, paving the way for the ride-hailing and delivery giant to list in the US on Thursday (Dec 2).\nShares of Altimeter Growth Corporation fell 5.8 per cent to close at US$12.72 on Tuesday (Nov 30), after the proposal passed at an extraordinary general meeting. It rebounded slightly in post-market trading.\nThe green light from investors marks the completion of one of the biggest blank-cheque deals globally, which valued the combination at nearly US$40 billion. The combined entity will start trading on the Nasdaq on Dec 2 under the ticker GRAB.\nInvestors that back a SPAC (special purpose acquisition company) have a chance to redeem their bets at the issue price before the merger is completed. In Grab's case, 0.02 per cent of shares were redeemed, Altimeter said in a statement. Grab's redemption rate could be considered low compared to its US peers, where interest in SPAC deals have sizzled out of late.\nAs a result of the transaction, Grab will receive a US$4.5 billion cash injection, which includes US$4 billion in private investment in public equity arrangement, from the SPAC promoted by Silicon Valley investor Brad Gerstner.\nGerstner's Altimeter Growth and Grab announced the deal in April, near the height of the SPAC boom. It then delayed the completion of the merger to Q4 as it finalised its audit of the past 3 years.\nGrab reported widening losses of US$988 million for its third quarter, from US$621 million a year before. Revenue fell 9 per cent to US$157 million, weighed down by pandemic restrictions. In mid-November, Grab's app was hit by awidespread outagewhich dragged on for more than 2 days after its system upgrade backfired.","news_type":1,"symbols_score_info":{"AGC":0.9,"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":4701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877646895,"gmtCreate":1637929818737,"gmtModify":1637929818803,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Anyone 3000 yet","listText":"Anyone 3000 yet","text":"Anyone 3000 yet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877646895","repostId":"1195242795","repostType":4,"repost":{"id":"1195242795","kind":"news","pubTimestamp":1637924112,"share":"https://www.laohunote.com/m/news/1195242795?lang=zh_CN&edition=full","pubTime":"2021-11-26 18:55","market":"us","language":"en","title":"Got $3,000? 3 Growth Stocks to Buy That Could Skyrocket<blockquote>有3000美元吗?3只可能飙升的成长型股票值得购买</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195242795","media":"Motley Fool","summary":"Buy low, sell high. It takes money to make money. If you don't have a lot of cash, these adages coul","content":"<p>Buy low, sell high. It takes money to make money. If you don't have a lot of cash, these adages could convince you not to invest right now with stock market valuations at a premium.</p><p><blockquote>低买高卖。赚钱需要钱。如果你没有很多现金,这些格言可以说服你现在不要在股市估值溢价的情况下投资。</blockquote></p><p> However, there are still stocks that have tremendous growth potential. And you don't need a huge amount of money to buy them. If you've got $3,000, here are three growth stocks to buy that could skyrocket.</p><p><blockquote>然而,仍有一些股票具有巨大的增长潜力。而且你不需要大量的钱来购买它们。如果你有 3,000 美元,这里有三只可以购买的成长型股票,它们可能会暴涨。</blockquote></p><p> 1. Fiverr</p><p><blockquote>1. 五弗</blockquote></p><p> COVID-19 opened the door for many individuals and businesses to rethink how they work. This seems likely to accelerate the already growing increase of freelancing. Few companies are as well-positioned to profit from this trend as <a href=\"https://laohu8.com/S/FVRR\"><b>Fiverr</b></a>.</p><p><blockquote>新冠肺炎为许多个人和企业打开了重新思考他们如何工作的大门。这似乎可能会加速自由职业的增长。很少有公司能像这样有能力从这一趋势中获利<a href=\"https://laohu8.com/S/FVRR\"><b>费弗尔</b></a>.</blockquote></p><p> Fiverr's online platform matches freelancers with buyers of digital services. The company charges a 5.5% service fee to buyers and takes one-fifth of the transaction amount charged by the freelancer.</p><p><blockquote>Fiverr的在线平台将自由职业者与数字服务的买家匹配起来。该公司向买家收取5.5%的服务费,并抽取自由职业者收取交易金额的五分之一。</blockquote></p><p> This business model has worked really well for Fiverr. The company's revenue has soared more than 260% over the past five years. Fiverrdelivered exceptionally strong third-quarter resultswith revenue jumping 42% year over year.</p><p><blockquote>这种商业模式对Fiverr来说非常有效。该公司的收入在过去五年中飙升了260%以上。Fiverr 第三季度业绩异常强劲,收入同比增长 42%。</blockquote></p><p> Even better, Fiverr still has a massive growth opportunity ahead. The company estimates that its addressable market stands at close to $115 billion annually. Fiverr currently claims only a fraction of a percent of this market. This stock could easily be a five-bagger or more by the end of the decade.</p><p><blockquote>更好的是,Fiverr 仍有巨大的增长机会。该公司估计其潜在市场每年接近 1150 亿美元。Fiverr目前只占据了这个市场的一小部分。到本世纪末,这只股票很容易成为五袋或更多。</blockquote></p><p> 2. MongoDB</p><p><blockquote>2. MongoDB</blockquote></p><p> Every time you do anything on the internet, it creates more data. And that data has to be stored somewhere. Increasingly more of the data is stored in the cloud. <a href=\"https://laohu8.com/S/MDB\"><b>MongoDB</b></a> offers what is arguably the best cloud-based database platform around.</p><p><blockquote>每次你在互联网上做任何事情,都会产生更多的数据。这些数据必须存储在某个地方。越来越多的数据存储在云中。<a href=\"https://laohu8.com/S/MDB\"><b>蒙戈数据库</b></a>提供了可以说是最好的基于云的数据库平台。</blockquote></p><p> Sales for that platform -- Atlas -- skyrocketed 83% year over year in the second quarter. MongoDB continues to roll out new features that attract more customers. The company's CEO, Dev Ittycheria, wasn't exaggerating when he said in September, \"It is becoming increasingly clear that the fastest and most compelling way to build modern applications is to use MongoDB.\"</p><p><blockquote>该平台 Atlas 的销售额第二季度同比飙升 83%。MongoDB继续推出吸引更多客户的新功能。该公司首席执行官 Dev Ittycheria 在 9 月份表示:“越来越明显的是,构建现代应用程序最快、最引人注目的方法是使用 MongoDB。”</blockquote></p><p> The main knock against MongoDB is that its shares are expensive, trading at nearly 50 times sales. By comparison, none of the so-calledFAANG stockshave price-to-sales multiples above 11, with most of them in the single digits.</p><p><blockquote>对MongoDB的主要打击是其股价昂贵,交易价格接近销售额的50倍。相比之下,没有一家所谓的FAANG股票的市销率超过11,大多数都是个位数。</blockquote></p><p> MongoDB has much better growth prospects than the FAANG stocks, though. The cloud database market is projected to increase by a compound annual growth rate of 14.8% through 2028. But MongoDB is growing much faster than its rivals with no end in sight to its opportunities.</p><p><blockquote>不过,MongoDB 的增长前景比 FAANG 股票好得多。到2028年,云数据库市场预计将以14.8%的复合年增长率增长。但是MongoDB的增长速度比它的竞争对手快得多,而且它的机会看不到尽头。</blockquote></p><p> 3. Trupanion</p><p><blockquote>3. 特鲁帕尼翁</blockquote></p><p> For many Americans, their pets are a part of their family. But veterinary costs continue to rise. That's where <a href=\"https://laohu8.com/S/TRUP\"><b>Trupanion</b></a> offers great value with its medical insurance for cats and dogs.</p><p><blockquote>对许多美国人来说,他们的宠物是他们家庭的一部分。但是兽医成本继续上升。就在那里<a href=\"https://laohu8.com/S/TRUP\"><b>特鲁帕尼翁</b></a>为猫狗提供医疗保险,物超所值。</blockquote></p><p> Trupanion ranks as the leader in the pet medical insurance market. It had over 1.1 million enrolled pets as of Sept. 30, 2021. The company delivered 40% year-over-year revenue growth in the third quarter.</p><p><blockquote>Trupanion是宠物医疗保险市场的领导者。截至 2021 年 9 月 30 日,该公司拥有超过 110 万只注册宠物。该公司第三季度收入同比增长 40%。</blockquote></p><p> Probably the biggest competitive advantage for Trupanion is its relationships with veterinarians. It's the only company that provides software that allows veterinarians to receive payment for services within minutes after checkout.</p><p><blockquote>Trupanion最大的竞争优势可能是它与兽医的关系。它是唯一一家提供软件的公司,允许兽医在结账后几分钟内收到服务付款。</blockquote></p><p> Trupanion has solid near-term growth drivers, especially with<b>Aflac</b> offering its pet medical insurance to employers in 2022. Its long-term growth opportunity is even greater. Only 1% and 2% of pets in the U.S. and Canada, respectively, are covered by insurance. Trupanion should be a big winner as it penetrates more of this market.</p><p><blockquote>Trupanion 拥有坚实的近期增长动力,尤其是与<b>阿弗拉克</b>2022年向雇主提供宠物医疗保险。其长期增长机会更大。在美国和加拿大,分别只有 1% 和 2% 的宠物有保险。Trupanion 应该是一个大赢家,因为它渗透到更多的这个市场。</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>Got $3,000? 3 Growth Stocks to Buy That Could Skyrocket<blockquote>有3000美元吗?3只可能飙升的成长型股票值得购买</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\">\nGot $3,000? 3 Growth Stocks to Buy That Could Skyrocket<blockquote>有3000美元吗?3只可能飙升的成长型股票值得购买</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-26 18:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Buy low, sell high. It takes money to make money. If you don't have a lot of cash, these adages could convince you not to invest right now with stock market valuations at a premium.</p><p><blockquote>低买高卖。赚钱需要钱。如果你没有很多现金,这些格言可以说服你现在不要在股市估值溢价的情况下投资。</blockquote></p><p> However, there are still stocks that have tremendous growth potential. And you don't need a huge amount of money to buy them. If you've got $3,000, here are three growth stocks to buy that could skyrocket.</p><p><blockquote>然而,仍有一些股票具有巨大的增长潜力。而且你不需要大量的钱来购买它们。如果你有 3,000 美元,这里有三只可以购买的成长型股票,它们可能会暴涨。</blockquote></p><p> 1. Fiverr</p><p><blockquote>1. 五弗</blockquote></p><p> COVID-19 opened the door for many individuals and businesses to rethink how they work. This seems likely to accelerate the already growing increase of freelancing. Few companies are as well-positioned to profit from this trend as <a href=\"https://laohu8.com/S/FVRR\"><b>Fiverr</b></a>.</p><p><blockquote>新冠肺炎为许多个人和企业打开了重新思考他们如何工作的大门。这似乎可能会加速自由职业的增长。很少有公司能像这样有能力从这一趋势中获利<a href=\"https://laohu8.com/S/FVRR\"><b>费弗尔</b></a>.</blockquote></p><p> Fiverr's online platform matches freelancers with buyers of digital services. The company charges a 5.5% service fee to buyers and takes one-fifth of the transaction amount charged by the freelancer.</p><p><blockquote>Fiverr的在线平台将自由职业者与数字服务的买家匹配起来。该公司向买家收取5.5%的服务费,并抽取自由职业者收取交易金额的五分之一。</blockquote></p><p> This business model has worked really well for Fiverr. The company's revenue has soared more than 260% over the past five years. Fiverrdelivered exceptionally strong third-quarter resultswith revenue jumping 42% year over year.</p><p><blockquote>这种商业模式对Fiverr来说非常有效。该公司的收入在过去五年中飙升了260%以上。Fiverr 第三季度业绩异常强劲,收入同比增长 42%。</blockquote></p><p> Even better, Fiverr still has a massive growth opportunity ahead. The company estimates that its addressable market stands at close to $115 billion annually. Fiverr currently claims only a fraction of a percent of this market. This stock could easily be a five-bagger or more by the end of the decade.</p><p><blockquote>更好的是,Fiverr 仍有巨大的增长机会。该公司估计其潜在市场每年接近 1150 亿美元。Fiverr目前只占据了这个市场的一小部分。到本世纪末,这只股票很容易成为五袋或更多。</blockquote></p><p> 2. MongoDB</p><p><blockquote>2. MongoDB</blockquote></p><p> Every time you do anything on the internet, it creates more data. And that data has to be stored somewhere. Increasingly more of the data is stored in the cloud. <a href=\"https://laohu8.com/S/MDB\"><b>MongoDB</b></a> offers what is arguably the best cloud-based database platform around.</p><p><blockquote>每次你在互联网上做任何事情,都会产生更多的数据。这些数据必须存储在某个地方。越来越多的数据存储在云中。<a href=\"https://laohu8.com/S/MDB\"><b>蒙戈数据库</b></a>提供了可以说是最好的基于云的数据库平台。</blockquote></p><p> Sales for that platform -- Atlas -- skyrocketed 83% year over year in the second quarter. MongoDB continues to roll out new features that attract more customers. The company's CEO, Dev Ittycheria, wasn't exaggerating when he said in September, \"It is becoming increasingly clear that the fastest and most compelling way to build modern applications is to use MongoDB.\"</p><p><blockquote>该平台 Atlas 的销售额第二季度同比飙升 83%。MongoDB继续推出吸引更多客户的新功能。该公司首席执行官 Dev Ittycheria 在 9 月份表示:“越来越明显的是,构建现代应用程序最快、最引人注目的方法是使用 MongoDB。”</blockquote></p><p> The main knock against MongoDB is that its shares are expensive, trading at nearly 50 times sales. By comparison, none of the so-calledFAANG stockshave price-to-sales multiples above 11, with most of them in the single digits.</p><p><blockquote>对MongoDB的主要打击是其股价昂贵,交易价格接近销售额的50倍。相比之下,没有一家所谓的FAANG股票的市销率超过11,大多数都是个位数。</blockquote></p><p> MongoDB has much better growth prospects than the FAANG stocks, though. The cloud database market is projected to increase by a compound annual growth rate of 14.8% through 2028. But MongoDB is growing much faster than its rivals with no end in sight to its opportunities.</p><p><blockquote>不过,MongoDB 的增长前景比 FAANG 股票好得多。到2028年,云数据库市场预计将以14.8%的复合年增长率增长。但是MongoDB的增长速度比它的竞争对手快得多,而且它的机会看不到尽头。</blockquote></p><p> 3. Trupanion</p><p><blockquote>3. 特鲁帕尼翁</blockquote></p><p> For many Americans, their pets are a part of their family. But veterinary costs continue to rise. That's where <a href=\"https://laohu8.com/S/TRUP\"><b>Trupanion</b></a> offers great value with its medical insurance for cats and dogs.</p><p><blockquote>对许多美国人来说,他们的宠物是他们家庭的一部分。但是兽医成本继续上升。就在那里<a href=\"https://laohu8.com/S/TRUP\"><b>特鲁帕尼翁</b></a>为猫狗提供医疗保险,物超所值。</blockquote></p><p> Trupanion ranks as the leader in the pet medical insurance market. It had over 1.1 million enrolled pets as of Sept. 30, 2021. The company delivered 40% year-over-year revenue growth in the third quarter.</p><p><blockquote>Trupanion是宠物医疗保险市场的领导者。截至 2021 年 9 月 30 日,该公司拥有超过 110 万只注册宠物。该公司第三季度收入同比增长 40%。</blockquote></p><p> Probably the biggest competitive advantage for Trupanion is its relationships with veterinarians. It's the only company that provides software that allows veterinarians to receive payment for services within minutes after checkout.</p><p><blockquote>Trupanion最大的竞争优势可能是它与兽医的关系。它是唯一一家提供软件的公司,允许兽医在结账后几分钟内收到服务付款。</blockquote></p><p> Trupanion has solid near-term growth drivers, especially with<b>Aflac</b> offering its pet medical insurance to employers in 2022. Its long-term growth opportunity is even greater. Only 1% and 2% of pets in the U.S. and Canada, respectively, are covered by insurance. Trupanion should be a big winner as it penetrates more of this market.</p><p><blockquote>Trupanion 拥有坚实的近期增长动力,尤其是与<b>阿弗拉克</b>2022年向雇主提供宠物医疗保险。其长期增长机会更大。在美国和加拿大,分别只有 1% 和 2% 的宠物有保险。Trupanion 应该是一个大赢家,因为它渗透到更多的这个市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/11/26/got-3000-3-growth-stocks-to-buy-that-could-skyrock/\">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":{"TRUP":"Trupanion","MDB":"MongoDB Inc.","FVRR":"Fiverr International Ltd"},"source_url":"https://www.fool.com/investing/2021/11/26/got-3000-3-growth-stocks-to-buy-that-could-skyrock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195242795","content_text":"Buy low, sell high. It takes money to make money. If you don't have a lot of cash, these adages could convince you not to invest right now with stock market valuations at a premium.\nHowever, there are still stocks that have tremendous growth potential. And you don't need a huge amount of money to buy them. If you've got $3,000, here are three growth stocks to buy that could skyrocket.\n1. Fiverr\nCOVID-19 opened the door for many individuals and businesses to rethink how they work. This seems likely to accelerate the already growing increase of freelancing. Few companies are as well-positioned to profit from this trend as Fiverr.\nFiverr's online platform matches freelancers with buyers of digital services. The company charges a 5.5% service fee to buyers and takes one-fifth of the transaction amount charged by the freelancer.\nThis business model has worked really well for Fiverr. The company's revenue has soared more than 260% over the past five years. Fiverrdelivered exceptionally strong third-quarter resultswith revenue jumping 42% year over year.\nEven better, Fiverr still has a massive growth opportunity ahead. The company estimates that its addressable market stands at close to $115 billion annually. Fiverr currently claims only a fraction of a percent of this market. This stock could easily be a five-bagger or more by the end of the decade.\n2. MongoDB\nEvery time you do anything on the internet, it creates more data. And that data has to be stored somewhere. Increasingly more of the data is stored in the cloud. MongoDB offers what is arguably the best cloud-based database platform around.\nSales for that platform -- Atlas -- skyrocketed 83% year over year in the second quarter. MongoDB continues to roll out new features that attract more customers. The company's CEO, Dev Ittycheria, wasn't exaggerating when he said in September, \"It is becoming increasingly clear that the fastest and most compelling way to build modern applications is to use MongoDB.\"\nThe main knock against MongoDB is that its shares are expensive, trading at nearly 50 times sales. By comparison, none of the so-calledFAANG stockshave price-to-sales multiples above 11, with most of them in the single digits.\nMongoDB has much better growth prospects than the FAANG stocks, though. The cloud database market is projected to increase by a compound annual growth rate of 14.8% through 2028. But MongoDB is growing much faster than its rivals with no end in sight to its opportunities.\n3. Trupanion\nFor many Americans, their pets are a part of their family. But veterinary costs continue to rise. That's where Trupanion offers great value with its medical insurance for cats and dogs.\nTrupanion ranks as the leader in the pet medical insurance market. It had over 1.1 million enrolled pets as of Sept. 30, 2021. The company delivered 40% year-over-year revenue growth in the third quarter.\nProbably the biggest competitive advantage for Trupanion is its relationships with veterinarians. It's the only company that provides software that allows veterinarians to receive payment for services within minutes after checkout.\nTrupanion has solid near-term growth drivers, especially withAflac offering its pet medical insurance to employers in 2022. Its long-term growth opportunity is even greater. Only 1% and 2% of pets in the U.S. and Canada, respectively, are covered by insurance. Trupanion should be a big winner as it penetrates more of this market.","news_type":1,"symbols_score_info":{"FVRR":0.9,"TRUP":0.9,"MDB":0.9}},"isVote":1,"tweetType":1,"viewCount":2910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875220424,"gmtCreate":1637659442402,"gmtModify":1637659442402,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875220424","repostId":"2185638587","repostType":2,"isVote":1,"tweetType":1,"viewCount":5409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872485593,"gmtCreate":1637560765999,"gmtModify":1637560765999,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Cause all wanna out","listText":"Cause all wanna out","text":"Cause all wanna out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872485593","repostId":"1141390597","repostType":2,"repost":{"id":"1141390597","kind":"news","pubTimestamp":1637536472,"share":"https://www.laohunote.com/m/news/1141390597?lang=zh_CN&edition=full","pubTime":"2021-11-22 07:14","market":"us","language":"en","title":"Zoom Reports Earnings Monday. Here’s What to Expect.<blockquote>Zoom 周一公布收益。以下是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141390597","media":"Barrons","summary":"Zoom Video Communications stock remains under considerable selling pressure, as investors adjust the","content":"<p>Zoom Video Communications stock remains under considerable selling pressure, as investors adjust their thinking on the videoconferencing company as its growth rate continues to ebb and the world emerges from the pandemic.</p><p><blockquote>随着Zoom Video通信公司的增长率持续下降以及世界走出疫情,投资者调整了对这家视频会议公司的看法,该公司的股票仍然面临相当大的抛售压力。</blockquote></p><p> Zoom (ticker: ZM) reports financial results after the close of trading on Monday. For the fiscal third quarter through Oct. 31, the company has projected revenue of $1.02 billion, with non-GAAP earnings of $1.07 to $1.08 a share. Street estimates call for $1.02 billion and $1.09 a share.</p><p><blockquote>Zoom(股票代码:ZM)周一收盘后公布财务业绩。截至 10 月 31 日的第三财季,该公司预计收入为 10.2 亿美元,非 GAAP 每股收益为 1.07 美元至 1.08 美元。华尔街预计看涨期权股价为 10.2 亿美元,每股 1.09 美元。</blockquote></p><p> Zoom shares have fallen 28% since the company reported results for the July quarter, reflecting growing concerns about both slowing growth and increased competition from other players in the videoconferencing space, in particular Microsoft Teams. Since Zoom last reported financial results, the company suffered the collapse of its proposed acquisition of the call-center software operator Five9 (FIVN).</p><p><blockquote>自该公司公布 7 月份季度业绩以来,Zoom 股价已下跌 28%,反映出人们越来越担心增长放缓以及来自视频会议领域其他参与者(尤其是微软团队)的竞争加剧。自 Zoom 上次公布财务业绩以来,该公司收购看涨期权中心软件运营商 Five9 (FIVN) 的提议失败了。</blockquote></p><p> With its core videoconferencing business under pressure, Zoom has been pushing more aggressively into new areas, in particular Zoom Phone, the company’s cloud-based telephony business. But competition in that market remains fierce, from RingCentral and others. At the same time, there are concerns that usage of the core Zoom service is falling as schools and businesses reopen, reducing the need to be in Zoom meetings throughout the day.</p><p><blockquote>由于核心视频会议业务面临压力,Zoom 一直在更积极地进军新领域,尤其是公司基于云的电话业务 Zoom Phone。但来自 RingCentral 和其他公司的市场竞争仍然激烈。与此同时,有人担心随着学校和企业重新开放,核心 Zoom 服务的使用量正在下降,从而减少了全天参加 Zoom 会议的需求。</blockquote></p><p> Citi analyst Tyler Radke wrote in a research note last week that the setup for Zoom’s earnings looks mixed. “Potential headwinds from reopening churn and summer seasonality” are likely to limit revenue upside, he said.</p><p><blockquote>花旗分析师泰勒-拉德克(Tyler Radke)上周在一份研究报告中写道,Zoom 的盈利情况看起来好坏参半。他说,“重新开放的客户流失和夏季季节性带来的潜在阻力 ”可能会限制收入的上升空间。</blockquote></p><p> However, Radke also notes that “sentiment is quite negative,” and that guidance was relatively conservative—he sees potential for a 2% to 3% beat on the revenue line. That said, Radke also says Zoom is unlikely to aggressively raise full-year guidance “given few signs of incremental improvement” in the business.</p><p><blockquote>不过,拉德克也指出,“市场情绪相当消极”,而且指引也相对保守--他认为收入有可能增长 2% 到 3%。尽管如此,拉德克还表示,“鉴于业务几乎没有逐步改善的迹象”,Zoom 不太可能大幅提高全年指引。</blockquote></p><p> Radke maintains his Neutral rating and $304 target on the stock, anticipating that the company’s growth rate is headed to below 20% in fiscal 2023 and beyond. And he sees the opportunities in Phone and other areas as small, and “likely unable to offset a larger-scale deceleration” in the core video meetings segment.</p><p><blockquote>拉德克维持对该股的中性评级和 304 美元的目标价,预计该公司在 2023 财年及以后的增长率将低于 20%。他认为电话和其他领域的机会很小,而且 “可能无法抵消核心视频会议领域更大规模的减速”。</blockquote></p><p> Morgan Stanley analyst Meta Marshall is more upbeat. She maintains an Overweight rating on the stock, though she trimmed her target price this week to $365, from $400. She thinks the Street has overly discounted Zoom’s enterprise business, and says the company remains in the early days of a $70 billion opportunity in unified communications. Any signs of weakness in the small- and medium-size business market could pressure the stock, she warns, but adds that she would be a buyer on any weakness connected with earnings.</p><p><blockquote>摩根士丹利分析师梅塔·马歇尔则更加乐观。她维持该股的跑赢大盘评级,尽管她本周将目标价从 400 美元下调至 365 美元。她认为华尔街过度低估了 Zoom 的企业业务,并表示该公司在统一通信领域仍处于 700 亿美元机会的早期阶段。她警告说,中小企业市场疲软的任何迹象都可能给该股带来压力,但她补充说,她将买入与盈利相关的任何疲软。</blockquote></p><p> For the fiscal fourth quarter ending in January, the Street consensus calls for revenue of $1.02 billion and profits of $1.09 a share. Zoom last quarter projected fiscal 2022 full-year revenue of $4.01 billion to $4.02 billion, with earnings of $4.75 to $4.79 a share.</p><p><blockquote>截至 1 月份的第四财季,华尔街一致评级收入为 10.2 亿美元,每股利润为 1.09 美元。Zoom上季度预计2022财年全年收入为40.1亿至40.2亿美元,每股收益为4.75美元至4.79美元。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Reports Earnings Monday. Here’s What to Expect.<blockquote>Zoom 周一公布收益。以下是可以期待的。</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\">\nZoom Reports Earnings Monday. Here’s What to Expect.<blockquote>Zoom 周一公布收益。以下是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 07:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Zoom Video Communications stock remains under considerable selling pressure, as investors adjust their thinking on the videoconferencing company as its growth rate continues to ebb and the world emerges from the pandemic.</p><p><blockquote>随着Zoom Video通信公司的增长率持续下降以及世界走出疫情,投资者调整了对这家视频会议公司的看法,该公司的股票仍然面临相当大的抛售压力。</blockquote></p><p> Zoom (ticker: ZM) reports financial results after the close of trading on Monday. For the fiscal third quarter through Oct. 31, the company has projected revenue of $1.02 billion, with non-GAAP earnings of $1.07 to $1.08 a share. Street estimates call for $1.02 billion and $1.09 a share.</p><p><blockquote>Zoom(股票代码:ZM)周一收盘后公布财务业绩。截至 10 月 31 日的第三财季,该公司预计收入为 10.2 亿美元,非 GAAP 每股收益为 1.07 美元至 1.08 美元。华尔街预计看涨期权股价为 10.2 亿美元,每股 1.09 美元。</blockquote></p><p> Zoom shares have fallen 28% since the company reported results for the July quarter, reflecting growing concerns about both slowing growth and increased competition from other players in the videoconferencing space, in particular Microsoft Teams. Since Zoom last reported financial results, the company suffered the collapse of its proposed acquisition of the call-center software operator Five9 (FIVN).</p><p><blockquote>自该公司公布 7 月份季度业绩以来,Zoom 股价已下跌 28%,反映出人们越来越担心增长放缓以及来自视频会议领域其他参与者(尤其是微软团队)的竞争加剧。自 Zoom 上次公布财务业绩以来,该公司收购看涨期权中心软件运营商 Five9 (FIVN) 的提议失败了。</blockquote></p><p> With its core videoconferencing business under pressure, Zoom has been pushing more aggressively into new areas, in particular Zoom Phone, the company’s cloud-based telephony business. But competition in that market remains fierce, from RingCentral and others. At the same time, there are concerns that usage of the core Zoom service is falling as schools and businesses reopen, reducing the need to be in Zoom meetings throughout the day.</p><p><blockquote>由于核心视频会议业务面临压力,Zoom 一直在更积极地进军新领域,尤其是公司基于云的电话业务 Zoom Phone。但来自 RingCentral 和其他公司的市场竞争仍然激烈。与此同时,有人担心随着学校和企业重新开放,核心 Zoom 服务的使用量正在下降,从而减少了全天参加 Zoom 会议的需求。</blockquote></p><p> Citi analyst Tyler Radke wrote in a research note last week that the setup for Zoom’s earnings looks mixed. “Potential headwinds from reopening churn and summer seasonality” are likely to limit revenue upside, he said.</p><p><blockquote>花旗分析师泰勒-拉德克(Tyler Radke)上周在一份研究报告中写道,Zoom 的盈利情况看起来好坏参半。他说,“重新开放的客户流失和夏季季节性带来的潜在阻力 ”可能会限制收入的上升空间。</blockquote></p><p> However, Radke also notes that “sentiment is quite negative,” and that guidance was relatively conservative—he sees potential for a 2% to 3% beat on the revenue line. That said, Radke also says Zoom is unlikely to aggressively raise full-year guidance “given few signs of incremental improvement” in the business.</p><p><blockquote>不过,拉德克也指出,“市场情绪相当消极”,而且指引也相对保守--他认为收入有可能增长 2% 到 3%。尽管如此,拉德克还表示,“鉴于业务几乎没有逐步改善的迹象”,Zoom 不太可能大幅提高全年指引。</blockquote></p><p> Radke maintains his Neutral rating and $304 target on the stock, anticipating that the company’s growth rate is headed to below 20% in fiscal 2023 and beyond. And he sees the opportunities in Phone and other areas as small, and “likely unable to offset a larger-scale deceleration” in the core video meetings segment.</p><p><blockquote>拉德克维持对该股的中性评级和 304 美元的目标价,预计该公司在 2023 财年及以后的增长率将低于 20%。他认为电话和其他领域的机会很小,而且 “可能无法抵消核心视频会议领域更大规模的减速”。</blockquote></p><p> Morgan Stanley analyst Meta Marshall is more upbeat. She maintains an Overweight rating on the stock, though she trimmed her target price this week to $365, from $400. She thinks the Street has overly discounted Zoom’s enterprise business, and says the company remains in the early days of a $70 billion opportunity in unified communications. Any signs of weakness in the small- and medium-size business market could pressure the stock, she warns, but adds that she would be a buyer on any weakness connected with earnings.</p><p><blockquote>摩根士丹利分析师梅塔·马歇尔则更加乐观。她维持该股的跑赢大盘评级,尽管她本周将目标价从 400 美元下调至 365 美元。她认为华尔街过度低估了 Zoom 的企业业务,并表示该公司在统一通信领域仍处于 700 亿美元机会的早期阶段。她警告说,中小企业市场疲软的任何迹象都可能给该股带来压力,但她补充说,她将买入与盈利相关的任何疲软。</blockquote></p><p> For the fiscal fourth quarter ending in January, the Street consensus calls for revenue of $1.02 billion and profits of $1.09 a share. Zoom last quarter projected fiscal 2022 full-year revenue of $4.01 billion to $4.02 billion, with earnings of $4.75 to $4.79 a share.</p><p><blockquote>截至 1 月份的第四财季,华尔街一致评级收入为 10.2 亿美元,每股利润为 1.09 美元。Zoom上季度预计2022财年全年收入为40.1亿至40.2亿美元,每股收益为4.75美元至4.79美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/zoom-stock-earnings-preview-51637356886?mod=hp_LEADSUPP_2\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.barrons.com/articles/zoom-stock-earnings-preview-51637356886?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141390597","content_text":"Zoom Video Communications stock remains under considerable selling pressure, as investors adjust their thinking on the videoconferencing company as its growth rate continues to ebb and the world emerges from the pandemic.\nZoom (ticker: ZM) reports financial results after the close of trading on Monday. For the fiscal third quarter through Oct. 31, the company has projected revenue of $1.02 billion, with non-GAAP earnings of $1.07 to $1.08 a share. Street estimates call for $1.02 billion and $1.09 a share.\nZoom shares have fallen 28% since the company reported results for the July quarter, reflecting growing concerns about both slowing growth and increased competition from other players in the videoconferencing space, in particular Microsoft Teams. Since Zoom last reported financial results, the company suffered the collapse of its proposed acquisition of the call-center software operator Five9 (FIVN).\nWith its core videoconferencing business under pressure, Zoom has been pushing more aggressively into new areas, in particular Zoom Phone, the company’s cloud-based telephony business. But competition in that market remains fierce, from RingCentral and others. At the same time, there are concerns that usage of the core Zoom service is falling as schools and businesses reopen, reducing the need to be in Zoom meetings throughout the day.\nCiti analyst Tyler Radke wrote in a research note last week that the setup for Zoom’s earnings looks mixed. “Potential headwinds from reopening churn and summer seasonality” are likely to limit revenue upside, he said.\nHowever, Radke also notes that “sentiment is quite negative,” and that guidance was relatively conservative—he sees potential for a 2% to 3% beat on the revenue line. That said, Radke also says Zoom is unlikely to aggressively raise full-year guidance “given few signs of incremental improvement” in the business.\nRadke maintains his Neutral rating and $304 target on the stock, anticipating that the company’s growth rate is headed to below 20% in fiscal 2023 and beyond. And he sees the opportunities in Phone and other areas as small, and “likely unable to offset a larger-scale deceleration” in the core video meetings segment.\nMorgan Stanley analyst Meta Marshall is more upbeat. She maintains an Overweight rating on the stock, though she trimmed her target price this week to $365, from $400. She thinks the Street has overly discounted Zoom’s enterprise business, and says the company remains in the early days of a $70 billion opportunity in unified communications. Any signs of weakness in the small- and medium-size business market could pressure the stock, she warns, but adds that she would be a buyer on any weakness connected with earnings.\nFor the fiscal fourth quarter ending in January, the Street consensus calls for revenue of $1.02 billion and profits of $1.09 a share. Zoom last quarter projected fiscal 2022 full-year revenue of $4.01 billion to $4.02 billion, with earnings of $4.75 to $4.79 a share.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":5035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870726684,"gmtCreate":1636650383536,"gmtModify":1636650383706,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>will this reach 100?","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>will this reach 100?","text":"$Pfizer(PFE)$will this reach 100?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870726684","isVote":1,"tweetType":1,"viewCount":4396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842688914,"gmtCreate":1636170224100,"gmtModify":1636170224306,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Up up? Monday","listText":"Up up? Monday","text":"Up up? Monday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842688914","repostId":"1152406340","repostType":2,"repost":{"id":"1152406340","kind":"news","pubTimestamp":1636157546,"share":"https://www.laohunote.com/m/news/1152406340?lang=zh_CN&edition=full","pubTime":"2021-11-06 08:12","market":"us","language":"en","title":"Will Pfizer Outgun Merck With Oral COVID-19 Pill?<blockquote>辉瑞会在口服新冠肺炎药丸方面击败默克吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152406340","media":"Benzinga","summary":"Merck, Inc. is locking horns with peer Pfizer, Inc. in what could be termed as the battle supremacy ","content":"<p><div> Merck, Inc. is locking horns with peer Pfizer, Inc. in what could be termed as the battle supremacy in the COVID-19 treatment market. The stakes are high, with an effective treatment for the disease ...</p><p><blockquote><div>默克公司正在与同行辉瑞公司争夺 COVID-19 治疗市场的霸主地位。风险很高,要有效治疗这种疾病……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Pfizer Outgun Merck With Oral COVID-19 Pill?<blockquote>辉瑞会在口服新冠肺炎药丸方面击败默克吗?</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\">\nWill Pfizer Outgun Merck With Oral COVID-19 Pill?<blockquote>辉瑞会在口服新冠肺炎药丸方面击败默克吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-06 08:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Merck, Inc. is locking horns with peer Pfizer, Inc. in what could be termed as the battle supremacy in the COVID-19 treatment market. The stakes are high, with an effective treatment for the disease ...</p><p><blockquote><div>默克公司正在与同行辉瑞公司争夺 COVID-19 治疗市场的霸主地位。风险很高,要有效治疗这种疾病……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRK":"默沙东"},"source_url":"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152406340","content_text":"Merck, Inc. is locking horns with peer Pfizer, Inc. in what could be termed as the battle supremacy in the COVID-19 treatment market.\nThe stakes are high, with an effective treatment for the disease potentially entering the arena in addition to the vaccines that are already on the market.\nPfizer Dips Into COVID-19 Treatment Arena:After acing the COVID-19 vaccine race along with its German partner BioNTech SE, Pfizer is wanting to leave no stone unturned in capitalizing on the COVID opportunity.\nThe company announced Friday an interim analysis of data from the Phase 2/3 study of its oral COVID-19 antiviral candidate Paxlovid, showing an 89% reduction in the risk of COVID-19-related hospitalization or death from any cause compared to placebo in patients treated within three days of symptom onset.\nThe positive data triggered strong buying in Pfizer shares and a sell-off in Merck shares.\nMerck had its share of upside in early October when it reported positive Phase 3 data for an oral COVID-19 pill, molnupiravir, that it's co-developing the treatment with Ridgeback Biotherapeutics. The Merck news triggered an across-the-board sell-off in vaccine stocks at that time.\nThese two companies with deep pockets and marketing expertise are vying for a piece of the COVID-19 treatment market, making the competitive landscape all the more interesting.\nPfizer Vs. Merck Data Comparison:As opposed the 89% reduction in risk of hospitalization or death reported by Pfizer for Paxlovid, an interim analysis of Merck's Phase 3 data released on Oct. 1 showed molnupiravir reducing the risk of hospitalization or death by approximately 50%.\nOnly about 0.8% of patients who received Paxlovid were hospitalized through day 28 compared to 7% of patients who received placebo and were hospitalized or died.\nSimilar reductions in COVID-19-related hospitalization or death were observed in patients treated within five days of symptom onset.\nMerck reported that 7.3% of patients who received molnupiravir were either hospitalized or died through day 29 compared with 14.1% of placebo-treated patients.\nThrough day 28, no deaths were reported in patients who received Paxlovid as compared to 10 deaths in patients who received placebo. With Merck, through day 29, no deaths were reported in patients who received molnupiravir, as compared to eight deaths in patients who received placebo.\nNot only is Pfizer's drug safe, but the level of efficacy is so high that it will very meaningfully shake up the COVID landscape looking to next year— including the outlook for boosters, BofA Securities analyst Geoff Meacham said in a note.\n\"Between Roche Holding AG's recent failure and Merck's decent efficacy, Pfizer's drug will be the clear best-in-class oral, and well positioned to capitalize on the longer term C-19 treatment market that could be in the mid-to-high billions next year,\" Meacham said.\nAuthorization Before Year-End?At the recommendation of an independent Data Monitoring Committee and in consultation with the U.S. Food and Drug Administration, Pfizer will cease further enrollment into the study due to the overwhelming efficacy demonstrated in these results, the company said.\nIt plans to submit the data as part of its ongoing rolling submission to the authorization as soon as possible.\nBofA expects the application to be soon submitted to the FDA, with an authorization likely by the end of the year.\nMeanwhile, Merck announced Thursday it has received the first authorization for molnupiravir in the U.K., with the drug to be marketed under the brand name Lagevrio.\nIts application with the FDA is under review. The European Medicines Agency has recently initiated a rolling review of its Marketing Authorization Application. Merck also said it is actively working to submit applications to other regulatory agencies around the world.\nThe commercial outlook could dramatically shift in favor of Pfizer's pill given how much more impressive the data is, BofA said. Merck's revenue guidance of $5 billion to $7 billion through 2022 provided on its third-quarter call last week could be reduced meaningfully, the firm added.\nMeanwhile, Gilead, Inc.'s antiviral remdesivir could remain an option for hospitalized patients, but overall its use is likely to further diminish, in BofA's view.","news_type":1,"symbols_score_info":{"MRK":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":3017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852169612,"gmtCreate":1635253614069,"gmtModify":1635253614224,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Looks good","listText":"Looks good","text":"Looks good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/852169612","repostId":"1156565966","repostType":4,"isVote":1,"tweetType":1,"viewCount":3189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859744049,"gmtCreate":1634738506801,"gmtModify":1634738776559,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Hm... rly..","listText":"Hm... rly..","text":"Hm... rly..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859744049","repostId":"2176444482","repostType":4,"isVote":1,"tweetType":1,"viewCount":3810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828174596,"gmtCreate":1633876788484,"gmtModify":1633876788549,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Heavy pushing on vaccine now... relied heavily.","listText":"Heavy pushing on vaccine now... relied heavily.","text":"Heavy pushing on vaccine now... relied heavily.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828174596","repostId":"1194780749","repostType":4,"isVote":1,"tweetType":1,"viewCount":5141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821135418,"gmtCreate":1633704459687,"gmtModify":1633704459856,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Boom","listText":"Boom","text":"Boom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821135418","repostId":"1127521584","repostType":4,"repost":{"id":"1127521584","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633703837,"share":"https://www.laohunote.com/m/news/1127521584?lang=zh_CN&edition=full","pubTime":"2021-10-08 22:37","market":"fut","language":"en","title":"WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014<blockquote>WTI 原油期货自 2014 年 11 月以来首次盘中突破 80 美元/桶</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127521584","media":"Tiger Newspress","summary":"(Oct 8) WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.\nOil hit $80p","content":"<p>(Oct 8) WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.</p><p><blockquote>(10月8日)WTI原油期货自2014年11月以来首次触及80美元/桶以上的盘中高点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0184d41d2db5d0371cff154c599850dd\" tg-width=\"814\" tg-height=\"404\" referrerpolicy=\"no-referrer\">Oil hit $80per barrel on Friday, a seven-year, high threatening to raise energy costs further for millions of Americans at the gas pump and this winter heating season.</p><p><blockquote>周五,油价触及每桶 80 美元,创下七年来的新高,这可能会进一步提高数百万美国人在加油站和今年冬季供暖季节的能源成本。</blockquote></p><p> NYMEX crude has gained over 60% this year.</p><p><blockquote>NYMEX 原油今年上涨超过 60%。</blockquote></p><p> Brent, the global benchmark, hit the $83 level and has gained over 58% this year.</p><p><blockquote>全球基准布伦特原油触及 83 美元水平,今年已上涨超过 58%。</blockquote></p><p> In addition to hitting consumers, higher crude prices are a further reflection of how the U.S. is falling behind as a global energy leader.</p><p><blockquote>除了打击消费者之外,原油价格上涨进一步反映了美国作为全球能源领导者的地位正在落后。</blockquote></p><p> \"We became the largest producer of oil and gas in the world, were larger than Saudi Arabia, were larger than Russia. And that was an important accomplishment for America and for the American people to have that reversed in so short a time, it is indeed shocking,\" said Dan Brouillette, former U.S. Energy Secretary under President Trump during an interview with FOX Business' Larry Kudlow.</p><p><blockquote>“我们成为世界上最大的石油和天然气生产国,比沙特阿拉伯还大,比俄罗斯还大。这对美国和美国人民来说是一项重要的成就,在如此短的时间内扭转了这一局面,这确实令人震惊,”特朗普总统领导下的美国前能源部长丹·布鲁耶特在接受福克斯商业频道拉里·库德洛采访时说道。</blockquote></p><p> OPEC recently kept production at current levels, despite rising demand from the ongoing pandemic rebound and pressure from the U.S.</p><p><blockquote>尽管疫情持续反弹导致需求上升以及来自美国的压力,但石油输出国组织最近将产量维持在当前水平。</blockquote></p><p> Prices at the pump hit $3.26 per gallon, per AAA, the highest since October of 2014.</p><p><blockquote>每 AAA 油价达到每加仑 3.26 美元,为 2014 年 10 月以来的最高水平。</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>WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014<blockquote>WTI 原油期货自 2014 年 11 月以来首次盘中突破 80 美元/桶</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\">\nWTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014<blockquote>WTI 原油期货自 2014 年 11 月以来首次盘中突破 80 美元/桶</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-08 22:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Oct 8) WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.</p><p><blockquote>(10月8日)WTI原油期货自2014年11月以来首次触及80美元/桶以上的盘中高点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0184d41d2db5d0371cff154c599850dd\" tg-width=\"814\" tg-height=\"404\" referrerpolicy=\"no-referrer\">Oil hit $80per barrel on Friday, a seven-year, high threatening to raise energy costs further for millions of Americans at the gas pump and this winter heating season.</p><p><blockquote>周五,油价触及每桶 80 美元,创下七年来的新高,这可能会进一步提高数百万美国人在加油站和今年冬季供暖季节的能源成本。</blockquote></p><p> NYMEX crude has gained over 60% this year.</p><p><blockquote>NYMEX 原油今年上涨超过 60%。</blockquote></p><p> Brent, the global benchmark, hit the $83 level and has gained over 58% this year.</p><p><blockquote>全球基准布伦特原油触及 83 美元水平,今年已上涨超过 58%。</blockquote></p><p> In addition to hitting consumers, higher crude prices are a further reflection of how the U.S. is falling behind as a global energy leader.</p><p><blockquote>除了打击消费者之外,原油价格上涨进一步反映了美国作为全球能源领导者的地位正在落后。</blockquote></p><p> \"We became the largest producer of oil and gas in the world, were larger than Saudi Arabia, were larger than Russia. And that was an important accomplishment for America and for the American people to have that reversed in so short a time, it is indeed shocking,\" said Dan Brouillette, former U.S. Energy Secretary under President Trump during an interview with FOX Business' Larry Kudlow.</p><p><blockquote>“我们成为世界上最大的石油和天然气生产国,比沙特阿拉伯还大,比俄罗斯还大。这对美国和美国人民来说是一项重要的成就,在如此短的时间内扭转了这一局面,这确实令人震惊,”特朗普总统领导下的美国前能源部长丹·布鲁耶特在接受福克斯商业频道拉里·库德洛采访时说道。</blockquote></p><p> OPEC recently kept production at current levels, despite rising demand from the ongoing pandemic rebound and pressure from the U.S.</p><p><blockquote>尽管疫情持续反弹导致需求上升以及来自美国的压力,但石油输出国组织最近将产量维持在当前水平。</blockquote></p><p> Prices at the pump hit $3.26 per gallon, per AAA, the highest since October of 2014.</p><p><blockquote>每 AAA 油价达到每加仑 3.26 美元,为 2014 年 10 月以来的最高水平。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRUD.UK":"WTI原油ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127521584","content_text":"(Oct 8) WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.\nOil hit $80per barrel on Friday, a seven-year, high threatening to raise energy costs further for millions of Americans at the gas pump and this winter heating season.\nNYMEX crude has gained over 60% this year.\nBrent, the global benchmark, hit the $83 level and has gained over 58% this year.\nIn addition to hitting consumers, higher crude prices are a further reflection of how the U.S. is falling behind as a global energy leader.\n\"We became the largest producer of oil and gas in the world, were larger than Saudi Arabia, were larger than Russia. And that was an important accomplishment for America and for the American people to have that reversed in so short a time, it is indeed shocking,\" said Dan Brouillette, former U.S. Energy Secretary under President Trump during an interview with FOX Business' Larry Kudlow.\nOPEC recently kept production at current levels, despite rising demand from the ongoing pandemic rebound and pressure from the U.S.\nPrices at the pump hit $3.26 per gallon, per AAA, the highest since October of 2014.","news_type":1,"symbols_score_info":{"CLmain":0.9,"CRUD.UK":0.9,"MCLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821022609,"gmtCreate":1633677635467,"gmtModify":1633677635600,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Hmm..","listText":"Hmm..","text":"Hmm..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/821022609","repostId":"1113906522","repostType":4,"isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829481689,"gmtCreate":1633533582581,"gmtModify":1633533582710,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Yup all down.","listText":"Yup all down.","text":"Yup all down.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829481689","repostId":"2173791088","repostType":4,"isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829481116,"gmtCreate":1633533564639,"gmtModify":1633533564762,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Yup more dip to come i feel. Lol many are selling.","listText":"Yup more dip to come i feel. Lol many are selling.","text":"Yup more dip to come i feel. Lol many are selling.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829481116","repostId":"1141587133","repostType":4,"isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829483577,"gmtCreate":1633533545192,"gmtModify":1633569439583,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Damn..","listText":"Damn..","text":"Damn..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829483577","repostId":"2173091050","repostType":4,"isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864681575,"gmtCreate":1633097647322,"gmtModify":1633097647438,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864681575","repostId":"2172295185","repostType":4,"isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864689960,"gmtCreate":1633097497480,"gmtModify":1633097497600,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Kept falling even with big sales of pushing vaccines.","listText":"Kept falling even with big sales of pushing vaccines.","text":"Kept falling even with big sales of pushing vaccines.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864689960","repostId":"2172968435","repostType":4,"isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865791597,"gmtCreate":1633015909733,"gmtModify":1633015909956,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"When will it up","listText":"When will it up","text":"When will it up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/865791597","repostId":"1197813728","repostType":4,"isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865053380,"gmtCreate":1632925802253,"gmtModify":1632925829490,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Havent go back to original peak.","listText":"Havent go back to original peak.","text":"Havent go back to original peak.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865053380","repostId":"1190233990","repostType":4,"repost":{"id":"1190233990","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632925635,"share":"https://www.laohunote.com/m/news/1190233990?lang=zh_CN&edition=full","pubTime":"2021-09-29 22:27","market":"us","language":"en","title":"Pharmaceutical stocks rallied in morning trading<blockquote>医药股早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190233990","media":"Tiger Newspress","summary":"Pharmaceutical stocks rallied in morning trading.Pfizer,BioNTech SE,Eli Lilly,Merck,Moderna,AstraZen","content":"<p>Pharmaceutical stocks rallied in morning trading.Pfizer,BioNTech SE,Eli Lilly,Merck,Moderna,AstraZeneca and Sanofi climbed between 0.5% and 3%.</p><p><blockquote>制药股早盘上涨.辉瑞、BioNTech SE、礼来、默克、Moderna、阿斯利康和赛诺菲上涨0.5%至3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/30e27c112e85fc577e71ea58a8ac6216\" tg-width=\"407\" tg-height=\"716\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Pfizer’s covid-19 vaccine for kids may not be FDA authorized before november.</p><p><blockquote>辉瑞公司的儿童 covid-19 疫苗可能要到 11 月才能获得 FDA 的批准。</blockquote></p><p> Citi analyst Andrew Baum upgraded shares of Ely Lilly and Co to Buy and raised the price target.</p><p><blockquote>花旗分析师安德鲁·鲍姆将礼来公司的股票上调至买入,并上调了目标价。</blockquote></p><p> Merck says its covid-19 antiviral pill is cctive against variants.</p><p><blockquote>默克公司表示,其 covid-19 抗病毒药丸对变异株有效。</blockquote></p><p> AstraZeneca buys rare disease drugmaker Caelum in potential $500 mln deal.</p><p><blockquote>阿斯利康以 5 亿美元的潜在交易收购罕见病制药商 Caelum。</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>Pharmaceutical stocks rallied in morning trading<blockquote>医药股早盘上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.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\">\nPharmaceutical stocks rallied in morning trading<blockquote>医药股早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-29 22:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Pharmaceutical stocks rallied in morning trading.Pfizer,BioNTech SE,Eli Lilly,Merck,Moderna,AstraZeneca and Sanofi climbed between 0.5% and 3%.</p><p><blockquote>制药股早盘上涨.辉瑞、BioNTech SE、礼来、默克、Moderna、阿斯利康和赛诺菲上涨0.5%至3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/30e27c112e85fc577e71ea58a8ac6216\" tg-width=\"407\" tg-height=\"716\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Pfizer’s covid-19 vaccine for kids may not be FDA authorized before november.</p><p><blockquote>辉瑞公司的儿童 covid-19 疫苗可能要到 11 月才能获得 FDA 的批准。</blockquote></p><p> Citi analyst Andrew Baum upgraded shares of Ely Lilly and Co to Buy and raised the price target.</p><p><blockquote>花旗分析师安德鲁·鲍姆将礼来公司的股票上调至买入,并上调了目标价。</blockquote></p><p> Merck says its covid-19 antiviral pill is cctive against variants.</p><p><blockquote>默克公司表示,其 covid-19 抗病毒药丸对变异株有效。</blockquote></p><p> AstraZeneca buys rare disease drugmaker Caelum in potential $500 mln deal.</p><p><blockquote>阿斯利康以 5 亿美元的潜在交易收购罕见病制药商 Caelum。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","BNTX":"BioNTech SE"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190233990","content_text":"Pharmaceutical stocks rallied in morning trading.Pfizer,BioNTech SE,Eli Lilly,Merck,Moderna,AstraZeneca and Sanofi climbed between 0.5% and 3%.\n\nPfizer’s covid-19 vaccine for kids may not be FDA authorized before november.\nCiti analyst Andrew Baum upgraded shares of Ely Lilly and Co to Buy and raised the price target.\nMerck says its covid-19 antiviral pill is cctive against variants.\nAstraZeneca buys rare disease drugmaker Caelum in potential $500 mln deal.","news_type":1,"symbols_score_info":{"BNTX":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":1443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865080126,"gmtCreate":1632923800391,"gmtModify":1632923861545,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092751843658000","authorIdStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Any overview","listText":"Any overview","text":"Any overview","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865080126","repostId":"1197455116","repostType":4,"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":865791597,"gmtCreate":1633015909733,"gmtModify":1633015909956,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092751843658000","idStr":"4092751843658000"},"themes":[],"title":"","htmlText":"When will it up","listText":"When will it up","text":"When will it up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/865791597","repostId":"1197813728","repostType":4,"isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861265401,"gmtCreate":1632499031803,"gmtModify":1632715308789,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092751843658000","idStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Market whole month is volatile....What to do.","listText":"Market whole month is volatile....What to do.","text":"Market whole month is volatile....What to do.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/861265401","repostId":"2169153886","repostType":4,"repost":{"id":"2169153886","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1632494459,"share":"https://www.laohunote.com/m/news/2169153886?lang=zh_CN&edition=full","pubTime":"2021-09-24 22:40","market":"hk","language":"en","title":"Friday's Market Minute: Takeaways From Another Volatile Earnings Season<blockquote>周五市场纪要:另一个动荡的财报季的启示</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2169153886","media":"Benzinga Earnings","summary":"For many, Nike’s (NYSE: NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was one worth noting.","content":"<p> <b>Each quarter’s reports have brought on their own set of hills and valleys. Here is the Summary...</b> For many, <b>Nike’s </b>(NYSE:NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was <a href=\"https://laohu8.com/S/AONE.U\">one</a> worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys.</p><p><blockquote><b>每个季度的报告都带来了各自的起伏。这是总结……</b>对许多人来说,<b>耐克的</b>(纽约证券交易所股票代码:NKE)季度报告意味着财报季的非正式结束。虽然距离银行财报发布仅剩几周时间,标志着第三季度报告的开始,但第二季度<a href=\"https://laohu8.com/S/AONE.U\">一</a>值得注意的是。自从大约一年半前大流行病使大盘陷入混乱以来,每个季度的报告都带来了各自的起伏。</blockquote></p><p> The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well above year-ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p><p><blockquote>期内平均盈利增长率超过93%,为2009年第四季度以来的最高纪录。从2021年第一季度到2021年第二季度,每季度的盈利平均环比增长超过 6%,远高于去年同期的水平(尽管与去年的经济背景相比相对容易)。收入也大幅增长,与过去九个季度相比,增幅最大。</blockquote></p><p> Plus, not only was there a record amount of companies beating earnings estimates, but these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. The earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p><p><blockquote>此外,不仅有创纪录数量的公司超出盈利预期,而且与历史水平相比,这些公司的利润率也超出了预期。超过 87% 的公司在第二季度实现了盈利,并列历史最高的盈利百分比。2021年第一季度的盈利增长也达到了 87%,2020年第四季度为 79%,2020年第三季度为 84%,2020年第二季度为 82%,显示了过去五个季度的真正实力。从历史背景来看,自1994年以来的平均击球率约为66%。</blockquote></p><p> Within the heavily traded and scrutinized FAANG stocks, <b>Amazon </b>(NASDAQ:AMZN) was the only company that reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on the top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p><p><blockquote>在交易量大、备受关注的 FAANG 股票中,<b>亚马逊</b>(纳斯达克股票代码:AMZN)是唯一一家报告收入令华尔街失望的公司。这也是这家电子商务巨头自 2018 年第三季度以来的首次下跌,该股在下跌后出现了大量抛售(-7.5%)。耐克在报告底线击败后也看到了一些压力,但在顶线上失败了。这家运动服装零售商强调了整个季度反复提及的一个主要主题:供应链中断。耐克管理层表示,如果不是因为供应链问题,其第一财季的销售额会高于报告的水平。</blockquote></p><p> While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p><p><blockquote>虽然尚不清楚如何衡量这一逆风何时会得到解决,但随着世界几个地区继续处于产能减少或封锁状态,这种压力将延续到即将到来的季度。</blockquote></p><p> For many, Nike’s quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys. The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well-above year ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p><p><blockquote>对许多人来说,耐克的季度报告意味着财报季的非正式结束。虽然距离银行财报仅剩几周时间,标志着第三季度报告的开始,但第二季度值得注意。自从大约一年半前大流行病使大盘陷入混乱以来,每个季度的报告都带来了各自的起伏。期内平均盈利增长率超过93%,为2009年第四季度以来的最高纪录。从2021年第一季度到2021年第二季度,每季度的收益平均环比增长超过 6%,远高于去年同期的水平(尽管与去年的经济背景相比相对容易)。收入也大幅增长,与过去九个季度相比,增幅最大。</blockquote></p><p> Plus, not only was there a record amount of companies beating earnings estimates, these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. Earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p><p><blockquote>此外,不仅有创纪录数量的公司超出盈利预期,而且与历史水平相比,这些公司的利润率也超出了预期。超过 87% 的公司在第二季度实现了盈利,并列历史最高的盈利百分比。2021年第一季度的盈利超出了 87%,2020年第四季度为 79%,2020年第三季度为 84%,2020年第二季度为 82%,显示了过去五个季度的真正实力。从历史背景来看,自1994年以来的平均击球率约为66%。</blockquote></p><p> Within the heavily traded and scrutinized FAAMG stocks, Amazon was the only company who reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p><p><blockquote>在交易量大、备受审查的 FAAMG 股票中,亚马逊是唯一一家报告收入令华尔街失望的公司。这也是这家电子商务巨头自 2018 年第三季度以来的首次下跌,该股在下跌后出现了大量抛售(-7.5%)。耐克在报告底线击败后也看到了一些压力,但在顶线上失败了。这家运动服装零售商强调了整个季度反复提及的一个主要主题:供应链中断。耐克管理层表示,如果不是因为供应链问题,其第一财季的销售额会高于报告的水平。</blockquote></p><p> While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p><p><blockquote>虽然尚不清楚如何衡量这一逆风何时会得到解决,但随着世界几个地区继续处于产能减少或封锁状态,这种压力将延续到即将到来的季度。</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>Friday's Market Minute: Takeaways From Another Volatile Earnings Season<blockquote>周五市场纪要:另一个动荡的财报季的启示</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\">\nFriday's Market Minute: Takeaways From Another Volatile Earnings Season<blockquote>周五市场纪要:另一个动荡的财报季的启示</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-09-24 22:40</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p> <b>Each quarter’s reports have brought on their own set of hills and valleys. Here is the Summary...</b> For many, <b>Nike’s </b>(NYSE:NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was <a href=\"https://laohu8.com/S/AONE.U\">one</a> worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys.</p><p><blockquote><b>每个季度的报告都带来了各自的起伏。这是总结……</b>对许多人来说,<b>耐克的</b>(纽约证券交易所股票代码:NKE)季度报告意味着财报季的非正式结束。虽然距离银行财报发布仅剩几周时间,标志着第三季度报告的开始,但第二季度<a href=\"https://laohu8.com/S/AONE.U\">一</a>值得注意的是。自从大约一年半前大流行病使大盘陷入混乱以来,每个季度的报告都带来了各自的起伏。</blockquote></p><p> The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well above year-ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p><p><blockquote>期内平均盈利增长率超过93%,为2009年第四季度以来的最高纪录。从2021年第一季度到2021年第二季度,每季度的盈利平均环比增长超过 6%,远高于去年同期的水平(尽管与去年的经济背景相比相对容易)。收入也大幅增长,与过去九个季度相比,增幅最大。</blockquote></p><p> Plus, not only was there a record amount of companies beating earnings estimates, but these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. The earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p><p><blockquote>此外,不仅有创纪录数量的公司超出盈利预期,而且与历史水平相比,这些公司的利润率也超出了预期。超过 87% 的公司在第二季度实现了盈利,并列历史最高的盈利百分比。2021年第一季度的盈利增长也达到了 87%,2020年第四季度为 79%,2020年第三季度为 84%,2020年第二季度为 82%,显示了过去五个季度的真正实力。从历史背景来看,自1994年以来的平均击球率约为66%。</blockquote></p><p> Within the heavily traded and scrutinized FAANG stocks, <b>Amazon </b>(NASDAQ:AMZN) was the only company that reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on the top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p><p><blockquote>在交易量大、备受关注的 FAANG 股票中,<b>亚马逊</b>(纳斯达克股票代码:AMZN)是唯一一家报告收入令华尔街失望的公司。这也是这家电子商务巨头自 2018 年第三季度以来的首次下跌,该股在下跌后出现了大量抛售(-7.5%)。耐克在报告底线击败后也看到了一些压力,但在顶线上失败了。这家运动服装零售商强调了整个季度反复提及的一个主要主题:供应链中断。耐克管理层表示,如果不是因为供应链问题,其第一财季的销售额会高于报告的水平。</blockquote></p><p> While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p><p><blockquote>虽然尚不清楚如何衡量这一逆风何时会得到解决,但随着世界几个地区继续处于产能减少或封锁状态,这种压力将延续到即将到来的季度。</blockquote></p><p> For many, Nike’s quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys. The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well-above year ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p><p><blockquote>对许多人来说,耐克的季度报告意味着财报季的非正式结束。虽然距离银行财报仅剩几周时间,标志着第三季度报告的开始,但第二季度值得注意。自从大约一年半前大流行病使大盘陷入混乱以来,每个季度的报告都带来了各自的起伏。期内平均盈利增长率超过93%,为2009年第四季度以来的最高纪录。从2021年第一季度到2021年第二季度,每季度的收益平均环比增长超过 6%,远高于去年同期的水平(尽管与去年的经济背景相比相对容易)。收入也大幅增长,与过去九个季度相比,增幅最大。</blockquote></p><p> Plus, not only was there a record amount of companies beating earnings estimates, these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. Earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p><p><blockquote>此外,不仅有创纪录数量的公司超出盈利预期,而且与历史水平相比,这些公司的利润率也超出了预期。超过 87% 的公司在第二季度实现了盈利,并列历史最高的盈利百分比。2021年第一季度的盈利超出了 87%,2020年第四季度为 79%,2020年第三季度为 84%,2020年第二季度为 82%,显示了过去五个季度的真正实力。从历史背景来看,自1994年以来的平均击球率约为66%。</blockquote></p><p> Within the heavily traded and scrutinized FAAMG stocks, Amazon was the only company who reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p><p><blockquote>在交易量大、备受审查的 FAAMG 股票中,亚马逊是唯一一家报告收入令华尔街失望的公司。这也是这家电子商务巨头自 2018 年第三季度以来的首次下跌,该股在下跌后出现了大量抛售(-7.5%)。耐克在报告底线击败后也看到了一些压力,但在顶线上失败了。这家运动服装零售商强调了整个季度反复提及的一个主要主题:供应链中断。耐克管理层表示,如果不是因为供应链问题,其第一财季的销售额会高于报告的水平。</blockquote></p><p> While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p><p><blockquote>虽然尚不清楚如何衡量这一逆风何时会得到解决,但随着世界几个地区继续处于产能减少或封锁状态,这种压力将延续到即将到来的季度。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","NKE":"耐克"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169153886","content_text":"Each quarter’s reports have brought on their own set of hills and valleys. Here is the Summary...\n\nFor many, Nike’s (NYSE:NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys.\nThe average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well above year-ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.\nPlus, not only was there a record amount of companies beating earnings estimates, but these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. The earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.\nWithin the heavily traded and scrutinized FAANG stocks, Amazon (NASDAQ:AMZN) was the only company that reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on the top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.\nWhile it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.\nFor many, Nike’s quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys. The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well-above year ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.\nPlus, not only was there a record amount of companies beating earnings estimates, these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. Earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.\nWithin the heavily traded and scrutinized FAAMG stocks, Amazon was the only company who reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.\nWhile it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.","news_type":1,"symbols_score_info":{"NKE":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821135418,"gmtCreate":1633704459687,"gmtModify":1633704459856,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092751843658000","idStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Boom","listText":"Boom","text":"Boom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821135418","repostId":"1127521584","repostType":4,"repost":{"id":"1127521584","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633703837,"share":"https://www.laohunote.com/m/news/1127521584?lang=zh_CN&edition=full","pubTime":"2021-10-08 22:37","market":"fut","language":"en","title":"WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014<blockquote>WTI 原油期货自 2014 年 11 月以来首次盘中突破 80 美元/桶</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127521584","media":"Tiger Newspress","summary":"(Oct 8) WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.\nOil hit $80p","content":"<p>(Oct 8) WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.</p><p><blockquote>(10月8日)WTI原油期货自2014年11月以来首次触及80美元/桶以上的盘中高点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0184d41d2db5d0371cff154c599850dd\" tg-width=\"814\" tg-height=\"404\" referrerpolicy=\"no-referrer\">Oil hit $80per barrel on Friday, a seven-year, high threatening to raise energy costs further for millions of Americans at the gas pump and this winter heating season.</p><p><blockquote>周五,油价触及每桶 80 美元,创下七年来的新高,这可能会进一步提高数百万美国人在加油站和今年冬季供暖季节的能源成本。</blockquote></p><p> NYMEX crude has gained over 60% this year.</p><p><blockquote>NYMEX 原油今年上涨超过 60%。</blockquote></p><p> Brent, the global benchmark, hit the $83 level and has gained over 58% this year.</p><p><blockquote>全球基准布伦特原油触及 83 美元水平,今年已上涨超过 58%。</blockquote></p><p> In addition to hitting consumers, higher crude prices are a further reflection of how the U.S. is falling behind as a global energy leader.</p><p><blockquote>除了打击消费者之外,原油价格上涨进一步反映了美国作为全球能源领导者的地位正在落后。</blockquote></p><p> \"We became the largest producer of oil and gas in the world, were larger than Saudi Arabia, were larger than Russia. And that was an important accomplishment for America and for the American people to have that reversed in so short a time, it is indeed shocking,\" said Dan Brouillette, former U.S. Energy Secretary under President Trump during an interview with FOX Business' Larry Kudlow.</p><p><blockquote>“我们成为世界上最大的石油和天然气生产国,比沙特阿拉伯还大,比俄罗斯还大。这对美国和美国人民来说是一项重要的成就,在如此短的时间内扭转了这一局面,这确实令人震惊,”特朗普总统领导下的美国前能源部长丹·布鲁耶特在接受福克斯商业频道拉里·库德洛采访时说道。</blockquote></p><p> OPEC recently kept production at current levels, despite rising demand from the ongoing pandemic rebound and pressure from the U.S.</p><p><blockquote>尽管疫情持续反弹导致需求上升以及来自美国的压力,但石油输出国组织最近将产量维持在当前水平。</blockquote></p><p> Prices at the pump hit $3.26 per gallon, per AAA, the highest since October of 2014.</p><p><blockquote>每 AAA 油价达到每加仑 3.26 美元,为 2014 年 10 月以来的最高水平。</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>WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014<blockquote>WTI 原油期货自 2014 年 11 月以来首次盘中突破 80 美元/桶</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014<blockquote>WTI 原油期货自 2014 年 11 月以来首次盘中突破 80 美元/桶</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-08 22:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Oct 8) WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.</p><p><blockquote>(10月8日)WTI原油期货自2014年11月以来首次触及80美元/桶以上的盘中高点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0184d41d2db5d0371cff154c599850dd\" tg-width=\"814\" tg-height=\"404\" referrerpolicy=\"no-referrer\">Oil hit $80per barrel on Friday, a seven-year, high threatening to raise energy costs further for millions of Americans at the gas pump and this winter heating season.</p><p><blockquote>周五,油价触及每桶 80 美元,创下七年来的新高,这可能会进一步提高数百万美国人在加油站和今年冬季供暖季节的能源成本。</blockquote></p><p> NYMEX crude has gained over 60% this year.</p><p><blockquote>NYMEX 原油今年上涨超过 60%。</blockquote></p><p> Brent, the global benchmark, hit the $83 level and has gained over 58% this year.</p><p><blockquote>全球基准布伦特原油触及 83 美元水平,今年已上涨超过 58%。</blockquote></p><p> In addition to hitting consumers, higher crude prices are a further reflection of how the U.S. is falling behind as a global energy leader.</p><p><blockquote>除了打击消费者之外,原油价格上涨进一步反映了美国作为全球能源领导者的地位正在落后。</blockquote></p><p> \"We became the largest producer of oil and gas in the world, were larger than Saudi Arabia, were larger than Russia. And that was an important accomplishment for America and for the American people to have that reversed in so short a time, it is indeed shocking,\" said Dan Brouillette, former U.S. Energy Secretary under President Trump during an interview with FOX Business' Larry Kudlow.</p><p><blockquote>“我们成为世界上最大的石油和天然气生产国,比沙特阿拉伯还大,比俄罗斯还大。这对美国和美国人民来说是一项重要的成就,在如此短的时间内扭转了这一局面,这确实令人震惊,”特朗普总统领导下的美国前能源部长丹·布鲁耶特在接受福克斯商业频道拉里·库德洛采访时说道。</blockquote></p><p> OPEC recently kept production at current levels, despite rising demand from the ongoing pandemic rebound and pressure from the U.S.</p><p><blockquote>尽管疫情持续反弹导致需求上升以及来自美国的压力,但石油输出国组织最近将产量维持在当前水平。</blockquote></p><p> Prices at the pump hit $3.26 per gallon, per AAA, the highest since October of 2014.</p><p><blockquote>每 AAA 油价达到每加仑 3.26 美元,为 2014 年 10 月以来的最高水平。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRUD.UK":"WTI原油ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127521584","content_text":"(Oct 8) WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.\nOil hit $80per barrel on Friday, a seven-year, high threatening to raise energy costs further for millions of Americans at the gas pump and this winter heating season.\nNYMEX crude has gained over 60% this year.\nBrent, the global benchmark, hit the $83 level and has gained over 58% this year.\nIn addition to hitting consumers, higher crude prices are a further reflection of how the U.S. is falling behind as a global energy leader.\n\"We became the largest producer of oil and gas in the world, were larger than Saudi Arabia, were larger than Russia. And that was an important accomplishment for America and for the American people to have that reversed in so short a time, it is indeed shocking,\" said Dan Brouillette, former U.S. Energy Secretary under President Trump during an interview with FOX Business' Larry Kudlow.\nOPEC recently kept production at current levels, despite rising demand from the ongoing pandemic rebound and pressure from the U.S.\nPrices at the pump hit $3.26 per gallon, per AAA, the highest since October of 2014.","news_type":1,"symbols_score_info":{"CLmain":0.9,"CRUD.UK":0.9,"MCLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864681575,"gmtCreate":1633097647322,"gmtModify":1633097647438,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092751843658000","idStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864681575","repostId":"2172295185","repostType":4,"isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885295612,"gmtCreate":1631795310036,"gmtModify":1631890421277,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092751843658000","idStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Why the drop?","listText":"Why the drop?","text":"Why the drop?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/885295612","repostId":"1132437771","repostType":4,"repost":{"id":"1132437771","kind":"news","pubTimestamp":1631792549,"share":"https://www.laohunote.com/m/news/1132437771?lang=zh_CN&edition=full","pubTime":"2021-09-16 19:42","market":"us","language":"en","title":"Nvidia: Fundamentals Matter Less Than Ever<blockquote>英伟达:基本面比以往任何时候都重要</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132437771","media":"seekingalpha","summary":"Summary\n\nNvidia is an undisputed leader in the semiconductors space, with one of the most profitable","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Nvidia is an undisputed leader in the semiconductors space, with one of the most profitable business models.</li> <li>Investors' focus is usually put on the company's strong product roadmap, which is now less relevant for the share price performance.</li> <li>Due to its unique positioning, Nvidia's share price is now more sensitive to market-wide forces than it is to the company's business fundamentals.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59d3f68e7d7037092fadd0ee8f1ab7d6\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>wellesenterprises/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>英伟达是半导体领域无可争议的领导者,拥有最赚钱的商业模式之一。</li><li>投资者的焦点通常放在公司强大的产品路线图上,而现在这与股价表现的相关性较小。</li><li>由于其独特的定位,英伟达的股价现在对市场范围的力量比对公司的业务基本面更敏感。</li></ul><p class=\"t-img-caption\"><span>wellesenterprises/iStock 社论来自 Getty Images</span></p></blockquote></p><p> From a relatively small gaming company a couple of years ago, Nvidia (NVDA) has turned into one of the most important technological enterprises globally. From data centers & cloud computing, driverless cars and all kinds of artificial intelligence computing workloads, to gaming, visualization & cryptocurrency mining, Nvidia products are now the lifeblood of the new digital economy.</p><p><blockquote>几年前,英伟达(NVDA)还是一家相对较小的游戏公司,如今已发展成为全球最重要的科技企业之一。从数据中心和云计算、无人驾驶汽车和各种人工智能计算工作负载,到游戏、可视化和加密货币挖掘,英伟达产品现在是新数字经济的命脉。</blockquote></p><p> Not only is Nvidia's intellectual property uniquely positioned within the new digital age, but the company is also an undisputed leader in the graphics processing unit(GPU)space with a very wide moat. This led to the success story called Nvidia.</p><p><blockquote>英伟达不仅在新的数字时代拥有独特的知识产权,而且该公司也是图形处理单元(GPU)领域无可争议的领导者,拥有非常宽阔的护城河。这导致了名为英伟达的成功故事。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fc9ac68b953baa8a700911e6d0bae74\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Going forward, however, share price returns are likely to disappoint even in the face of improving business fundamentals. It appears that certain market-wide risks are now in the driver's seat of Nvidia share price and could catch many of Nvidia shareholders off-guard. But before we dig into that, we need to properly account for the leading position business potential of the company.</p><p><blockquote>然而,展望未来,即使面对改善的商业基本面,股价回报也可能令人失望。看来,某些全市场风险现在正在推动英伟达股价,并可能让许多英伟达股东措手不及。但在我们深入探讨这一点之前,我们需要适当考虑公司的领先地位业务潜力。</blockquote></p><p> <b>All about GPUs demand</b></p><p><blockquote><b>关于GPU需求的一切</b></blockquote></p><p> Even though the Gaming segment still takes a sizeable proportion of Nvidia's business, just over the course of four years Data Center has become equally important in size.</p><p><blockquote>尽管游戏部门仍然占英伟达业务的相当大一部分,但在短短四年的时间里,数据中心的规模已经变得同样重要。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98c28b9183a9848e6736b81b6d2a9c22\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"><span>Source: Nvidia Annual Investor Day 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Nvidia 2021 年度投资者日</span></p></blockquote></p><p> As if the already ongoing trend towards more cloud-based workloads was not enough, the current pandemic significantly accelerated the overall demand.</p><p><blockquote>似乎已经持续的更多基于云的工作负载的趋势还不够,当前的疫情大大加速了整体需求。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/25f8090d5c3afcbca0034dc19ebf87cd\" tg-width=\"610\" tg-height=\"456\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> In addition to data centers, the automotive industry is also starving for Nvidia's chips which made the company deeply embedded in the automotive ecosystem.</p><p><blockquote>除了数据中心,汽车行业也渴望英伟达的芯片,这使得该公司深深嵌入汽车生态系统。</blockquote></p><p> NVIDIA is working with several hundred partners in the automotive ecosystem including automakers, truck makers, tier one suppliers, sensor manufacturers, automotive research institutions, HD mapping companies, and startups to develop and deploy AI systems for self-driving vehicles. Source: Nvidia Annual Report 2021 <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e19c38b0c31479f3ca070abe62f088d\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"><span>Source: Nvidia Annual Investor Day 2021</span></p><p><blockquote>英伟达正在与汽车生态系统中的数百家合作伙伴合作,包括汽车制造商、卡车制造商、一级供应商、传感器制造商、汽车研究机构、高清地图公司和初创公司,为自动驾驶汽车开发和部署人工智能系统。资料来源:英伟达2021年年报<p class=\"t-img-caption\"><span>资料来源:Nvidia 2021 年度投资者日</span></p></blockquote></p><p> Last but not least, the tug-of-war between gamers and cryptocurrency miners has resulted in both higher volume sales as well as higher pricing of Nvidia's GPUs. The uptick in energy consumption for cryptocurrency mining, coupled with the overall preference for Nvidia GPUs was yet another tailwind for the company's Gaming division.</p><p><blockquote>最后但并非最不重要的一点是,游戏玩家和加密货币矿工之间的拉锯战导致英伟达 GPU 的销量和价格上涨。加密货币挖矿能源消耗的上升,加上对 Nvidia GPU 的总体偏好,是该公司游戏部门的另一个推动力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cde81f76201b5c7f5832202aaa17e08\" tg-width=\"1280\" tg-height=\"900\" referrerpolicy=\"no-referrer\"><span>Source: bbc.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:bbc.com</span></p></blockquote></p><p> <b>Implications for the Income Statement</b></p><p><blockquote><b>对损益表的影响</b></blockquote></p><p> The perfect storm for GPUs demand and Nvidia's leading position in the segment resulted in the 53% topline growth in fiscal year 2021 and 31% so far for the FY 2022.</p><p><blockquote>GPU 需求的完美风暴和 Nvidia 在该领域的领先地位导致 2021 财年营收增长 53%,2022 财年迄今为止营收增长 31%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d2ffb1f7cf418f4f8b264dd72a22fd9\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用 Seeking Alpha 的数据准备</span></p></blockquote></p><p> Going forward, NVDA is likely to sustain this high topline growth rate, which is expected to somehow cool-off following fiscal year 2022.</p><p><blockquote>展望未来,NVDA 可能会维持如此高的营收增长率,预计在 2022 财年之后将有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d980f7a5a4c4f88b24057841ca2db18b\" tg-width=\"640\" tg-height=\"135\" referrerpolicy=\"no-referrer\"><span>Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:Seeking Alpha</span></p></blockquote></p><p> The forward growth rate of NVDA is comparable only to that of its other GPU rival - AMD (AMD), which is expected to grow at a similar rate over the next two fiscal years.</p><p><blockquote>NVDA的远期增长率仅与其另一个GPU竞争对手——AMD(AMD)相当,后者预计在未来两个财年将以类似的速度增长。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52527c42a41f66d31bcfaa80b46b1fcf\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>* compounded annual growth rate from the most recently completed fiscal year's revenue to analysts' consensus revenue estimates for two fiscal years forward Source: prepared by the author, using data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>* 从最近完成的财政年度的收入到分析师对未来两个财政年度的共识收入估计的复合年增长率 资料来源:作者使用 Seeking Alpha 的数据编制</span></p></blockquote></p><p> However, while AMD's share price benefited massively from the strong GPU demand and its recent comeback to the CPU stage, Nvidia retained an industry-leading profitability.</p><p><blockquote>然而,尽管 AMD 的股价极大地受益于强劲的 GPU 需求及其最近重返 CPU 舞台,但 Nvidia 保持了行业领先的盈利能力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/925c87e1ab20aef8c57bacc0190ac528\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> This allowed NVDA to spend significantly more than its rival AMD on Research & Development expenses.</p><p><blockquote>这使得 NVDA 在研发费用上的支出远远超过其竞争对手 AMD。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/176479e69a17e33e4ff51eecb22a9d79\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用 Seeking Alpha 的数据准备</span></p></blockquote></p><p> Even adjusted for size, Nvidia has also been consistently outspending AMD on R&D investments.</p><p><blockquote>即使根据规模进行调整,英伟达在研发投资上的支出也一直超过 AMD。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc9947f932bee0cdc8168c3ba93b08cb\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用 Seeking Alpha 的数据准备</span></p></blockquote></p><p> While organic growth opportunities for Nvidia might seem endless at this point in time, the semiconductors industry remains highly cyclical and sooner or later even the GPU demand will cool off.</p><p><blockquote>虽然目前英伟达的有机增长机会似乎无穷无尽,但半导体行业仍然高度周期性,迟早甚至 GPU 需求也会冷却。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1eb65f1081a7a5a1b44babd5de7c1a63\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from fred.stlouisfed.org and semi.org</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用 fred.stlouisfed.org 和 semi.org 的数据准备</span></p></blockquote></p><p> That is why, even in the midst of the GPU shortages, Nvidia management is capitalizing on its extremely high valuation by tapping into the strategic acquisition of ARM.</p><p><blockquote>这就是为什么即使在 GPU 短缺的情况下,英伟达管理层仍在通过战略收购 ARM 来利用其极高的估值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/811811f1ac57020a31ee1c4834476b46\" tg-width=\"640\" tg-height=\"284\" referrerpolicy=\"no-referrer\"><span>Source: Nvidia to acquire ARM presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Nvidia 将收购 ARM presentation</span></p></blockquote></p><p> Under the terms of the transaction, which has been approved by the boards of directors of NVIDIA, SBG and Arm, NVIDIA will pay to SoftBank a total of <i>$21.5 billion in NVIDIA common stock</i>and $12 billion in cash, which includes $2 billion payable at signing. <i>Source:nvidianews.nvidia.com</i> The ARM deal, which is still under review by the regulators, was also one of the largest Tech deals for 2020.</p><p><blockquote>根据已获英伟达、SBG和Arm董事会批准的交易条款,英伟达将向软银支付总计<i>英伟达普通股价值 215 亿美元</i>以及 120 亿美元现金,其中包括签约时应支付的 20 亿美元。<i>来源:nvidianews.nvidia.com</i>ARM 交易仍在接受监管机构的审查,也是 2020 年最大的科技交易之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb6ec9cdf0fffb8d9ce13f7818ea7500\" tg-width=\"1024\" tg-height=\"887\" referrerpolicy=\"no-referrer\"><span>Source: cbinsights.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:cbinsights.com</span></p></blockquote></p><p> In addition to high M&A activity being a sign of a peak in market valuations, analysts' sentiment on Nvidia is also exceptionally optimistic which suggests that the near-term growth is already priced in.</p><p><blockquote>除了高并购活动是市场估值见顶的迹象之外,分析师对英伟达的情绪也异常乐观,这表明近期增长已经被定价。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a011c8086483c73b9bb116684f5402d6\" tg-width=\"640\" tg-height=\"295\" referrerpolicy=\"no-referrer\"><span>Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:Seeking Alpha</span></p></blockquote></p><p> <b>The value conundrum</b></p><p><blockquote><b>价值难题</b></blockquote></p><p> As rosy as everything seems for NVDA right now, there should a price that is simply too high even when accounting for Nvidia's strong positioning. So far as growth accelerated so did the company's P/E ratio, which suggests an even more optimistic future scenario. However, neither Nvidia's bottom line nor its earnings multiple can go on an upward trajectory forever.</p><p><blockquote>尽管 NVDA 目前的一切看起来都很乐观,但即使考虑到 Nvidia 的强大定位,其价格也应该太高了。就增长而言,该公司的市盈率也在加速,这表明未来前景更加乐观。然而,英伟达的利润和市盈率都不可能永远保持上升轨迹。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee7cb10de1973f49703e0262aeca3b12\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> After everything we said so far, we have some solid reasons to believe that the earnings per share (EPS) growth will be sustained for the time being, even in the face of the cyclical nature of the industry. But at such high valuations, the price premium attached to EPS growth is far more important for future returns. In other words, Nvidia's bottom line could fulfil even the rosiest forecasts but the share price could still disappoint, if the premium paid for high growth decreases.</p><p><blockquote>在我们迄今为止所说的一切之后,我们有一些充分的理由相信,即使面对行业的周期性,每股收益(EPS)增长也将暂时持续。但在如此高的估值下,每股收益增长所带来的价格溢价对于未来的回报要重要得多。换句话说,英伟达的利润甚至可以实现最乐观的预测,但如果为高增长支付的溢价下降,股价仍然可能令人失望。</blockquote></p><p> As we saw earlier, right now both NVDA and AMD are the two highest growth names in the semiconductors peer group and as such are rewarded by a proportionally higher earnings multiple.</p><p><blockquote>正如我们之前所看到的,目前 NVDA 和 AMD 都是半导体同行组中增长最快的两个公司,因此获得了相应更高的市盈率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/680a02fe38521c886f802828f1a86480\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用 Seeking Alpha 的数据准备</span></p></blockquote></p><p> Due to Nvidia's leading positioning and higher profitability, the company lies above the trend line on the graph above.</p><p><blockquote>由于英伟达领先的定位和较高的盈利能力,该公司位于上图中的趋势线上方。</blockquote></p><p></p><p> Interestingly enough, if we exclude the high-flying GPU companies, the R-Squared between the rest of the peer group is just 0.12 which means that there isn't a strong relationship between future growth and valuations for everything other than GPUs in the semiconductors space.</p><p><blockquote>有趣的是,如果我们排除飞速发展的 GPU 公司,同行组其他公司之间的 R 平方仅为 0.12,这意味着半导体领域除 GPU 之外的所有产品的未来增长和估值之间没有很强的关系。</blockquote></p><p> This is due to the fact that NVDA and AMD chips are expected to have a more sustained growth beyond next year as GPUs remain crucial for data centers, autos, digital currencies and a number of other workloads related to artificial intelligence (AI).</p><p><blockquote>这是因为 NVDA 和 AMD 芯片预计将在明年之后实现更持续的增长,因为 GPU 对于数据中心、汽车、数字货币和许多其他与人工智能 (AI) 相关的工作负载仍然至关重要。</blockquote></p><p> This also means that NVDA and AMD are among the highest duration stocks in the sample and as such the most sensitive to changes in interest rates. Meaning that all else being equal, NVDA and AMD shares will be hit much harder than those of their peers in an event of rising interest rates.</p><p><blockquote>这也意味着 NVDA 和 AMD 是样本中久期最高的股票之一,因此对利率变化最敏感。这意味着在其他条件相同的情况下,如果利率上升,NVDA 和 AMD 的股票将比同行受到更严重的打击。</blockquote></p><p> That is why, NVDA Price-to-Sales ratio trails the performance of iShares 20+ Year Treasury Bond ETF (TLT), which is influenced by long-term bond yields.</p><p><blockquote>这就是为什么 NVDA 市销率跟踪 iShares 20+ 年期国债 ETF (TLT) 的表现,后者受到长期债券收益率的影响。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a706f8ec1fe650806ddbf2b3730c659\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> In the graph above, the TLT does a very good job at explaining movements in Nvidia's P/S ratio, with the exception of the last quarter of calendar year 2018, when crypto-related demand had a profound impact on the company's topline results.</p><p><blockquote>在上图中,TLT很好地解释了英伟达市盈率的变动,但2018年最后一个季度除外,当时与加密相关的需求对公司的营收业绩产生了深远的影响。</blockquote></p><p> Three factors contributed to the Q4 gaming revenue decline. First, <i>post crypto inventory of GPUs</i>in the channel caused us to reduce shipments in order to allow excess channel inventory to sell through. We expect channel inventory to normalize in Q1 in line with one to two quarter timeline we had outlined on our previous earnings call. Second, <i>deteriorating macro economic conditions,</i>impacted consumer demand for our GPUs; and third, sales of certain high end GPUs using our new Turing architecture, including the GeForce RTX 2080 and 2070 were lower than we expected for the launch of a new architecture. Source: Nvidia Q4 of FY 2019 earnings transcript This also highlights the sensitivity of Nvidia share price to macroeconomic conditions in cryptocurrency-related demand as the share price halved from around $70 in September 2018 (4-to-1 split adjusted) to around $35 in January of the following year.</p><p><blockquote>三个因素导致第四季度游戏收入下降。首先,<i>GPU后加密库存</i>在渠道中导致我们减少出货量,以便让过剩的渠道库存销售。我们预计第一季度渠道库存将按照我们在之前的收益看涨期权中概述的一至两个季度时间表恢复正常。第二,<i>宏观经济状况恶化,</i>影响消费者对我们GPU的需求;第三,使用我们新图灵架构的某些高端GPU(包括GeForce RTX 2080和2070)的销量低于我们对新架构发布的预期。资料来源:Nvidia 2019 财年第四季度收益记录 这也凸显了 Nvidia 股价对加密货币相关需求宏观经济状况的敏感性,因为股价从 2018 年 9 月的 70 美元左右(4 比 1 拆分调整)减半至次年 1 月的 35 美元左右。</blockquote></p><p> <b>The elephant in the room</b></p><p><blockquote><b>房间里的大象</b></blockquote></p><p> The unprecedented amount of liquidity within the equity markets has been a blessing for high growth momentum stocks, which was one of the best performing areas of the market over the last decade. That is why it is worth noticing that lower interest rates have profound implications for returns of momentum stocks (see the graph below).</p><p><blockquote>股票市场前所未有的流动性对高增长势头股票来说是一件幸事,高增长势头股票是过去十年市场表现最好的领域之一。这就是为什么值得注意的是,较低的利率对动量股票的回报有着深远的影响(见下图)。</blockquote></p><p> In the graph below I measure momentum by taking a long position in the iShares Edge MSCI USA Momentum Factor ETF (MTUM) and a short position in the iShares Edge MSCI USA Value Factor ETF (VLUE).</p><p><blockquote>在下图中,我通过持有 iShares Edge MSCI USA Momentum Factor ETF (MTUM) 的多头头寸和 iShares Edge MSCI USA Value Factor ETF (VLUE) 的空头头寸来衡量动量。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2664fc3740387f87d6aa32f635ed3dd1\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Yahoo! Finance and fred.stlouisfed.org</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者准备,数据来自雅虎!金融和 fred.stlouisfed.org</span></p></blockquote></p><p> After everything we said so far, it should come as no surprise that momentum stocks were one of the best performing areas of the market during 2020, when nominal yields on the 10-year government bonds fell below 1%. During this period, Nvidia share price more than doubled from around $60 (post-split) in January to $130 in December of the same year. And although the company does not make it into the largest holdings of MTUM, its share price was heavily influenced by the performance of the momentum factor.</p><p><blockquote>在我们迄今为止所说的一切之后,动量股成为 2020 年市场上表现最好的领域之一也就不足为奇了,当时 10 年期政府债券的名义收益率跌破 1%。在此期间,英伟达股价从1月份的60美元左右(分拆后)上涨到同年12月份的130美元,上涨了一倍多。尽管该公司并未成为 MTUM 的最大持股公司,但其股价受到动量因素表现的严重影响。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb70e63d6055785d63a4d52fd5f41b73\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\"><span>Source: ishares.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:ishares.com</span></p></blockquote></p><p> Nvidia's relationship with momentum factor (MTUM less VLUE) has become an even stronger over the recent months as its share price reached new all-time highs, with the rolling 1-year R-Squared of daily returns hovering above 0.35.</p><p><blockquote>近几个月来,随着 Nvidia 的股价创下历史新高,Nvidia 与 momentum factor (MTUM less VLUE) 的关系变得更加牢固,每日回报率的 1 年滚动 R 平方徘徊在 0.35 以上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b30576794833fa9f35403aac0c68767b\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Yahoo! Finance</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者准备,数据来自雅虎!金融</span></p></blockquote></p><p> Since this might look as a coincidence, the relationship between NVDA and the momentum factor, as constructed by Fama & French, also followed a similar pattern to the one used above.</p><p><blockquote>由于这看起来像是一个巧合,Fama & French 构建的 NVDA 和动量因子之间的关系也遵循与上面类似的模式。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae61fb668ca8d5dcca59f74af5a02af7\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>* up until 30th of June 2021 due to lack of more recent data Source: prepared by the author, using data from Yahoo! Finance & Fama & French</span></p><p><blockquote><p class=\"t-img-caption\"><span>*截至2021年6月30日,由于缺乏最新数据来源:作者使用Yahoo!的数据准备金融与名誉与法语</span></p></blockquote></p><p></p><p> Nvidia's exposure to the momentum factor is also much stronger than those of other high-flying growth names, such as AMD, Tesla (TSLA) and NIO (NIO).</p><p><blockquote>英伟达对动量因素的敞口也比 AMD、特斯拉 (TSLA) 和蔚来 (蔚来) 等其他高速增长的公司强得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e5dac0e96644db66820dce414e647ec\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Yahoo! Finance</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者准备,数据来自雅虎!金融</span></p></blockquote></p><p> Nvidia was one of the growth stocks that benefited the most from the recent drop in interest rates and as such is at the highest risk of a sharp reversal, should bond yields normalize. Adding the risk of lower demand from cryptocurrency mining, and the prospects of Nvidia share price continuing to outperform look slim. That is why, investors should not be surprised, if going forward Nvidia share price disappoints even as management continues to deliver on its strategy.</p><p><blockquote>英伟达是从近期利率下降中受益最大的成长型股票之一,因此,如果债券收益率正常化,英伟达面临的急剧逆转风险最高。再加上加密货币挖矿需求下降的风险,英伟达股价继续跑赢大盘的前景看起来很渺茫。这就是为什么,即使管理层继续实施其战略,如果未来英伟达股价仍令人失望,投资者也不应感到惊讶。</blockquote></p><p> Of course, there is always the possibility that the Federal Reserve will be unable to taper and bring bond yields to a more normalized level, which in itself will be enough to propel Nvidia's share price to new all-time highs. Nevertheless, this is a highly uncertain event that is also unrelated to Nvidia's business performance. Moreover, the outcome of this event will likely have a disproportionately higher influence on Nvidia's future share price performance than the company's products will.</p><p><blockquote>当然,美联储总是有可能无法缩减规模并将债券收益率带到更加正常化的水平,这本身就足以推动英伟达的股价创下历史新高。尽管如此,这是一个高度不确定的事件,也与英伟达的业务业绩无关。此外,这一事件的结果可能会对英伟达未来的股价表现产生比该公司产品更大的影响。</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>Nvidia: Fundamentals Matter Less Than Ever<blockquote>英伟达:基本面比以往任何时候都重要</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\">\nNvidia: Fundamentals Matter Less Than Ever<blockquote>英伟达:基本面比以往任何时候都重要</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-09-16 19:42</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>Nvidia is an undisputed leader in the semiconductors space, with one of the most profitable business models.</li> <li>Investors' focus is usually put on the company's strong product roadmap, which is now less relevant for the share price performance.</li> <li>Due to its unique positioning, Nvidia's share price is now more sensitive to market-wide forces than it is to the company's business fundamentals.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59d3f68e7d7037092fadd0ee8f1ab7d6\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>wellesenterprises/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>英伟达是半导体领域无可争议的领导者,拥有最赚钱的商业模式之一。</li><li>投资者的焦点通常放在公司强大的产品路线图上,而现在这与股价表现的相关性较小。</li><li>由于其独特的定位,英伟达的股价现在对市场范围的力量比对公司的业务基本面更敏感。</li></ul><p class=\"t-img-caption\"><span>wellesenterprises/iStock 社论来自 Getty Images</span></p></blockquote></p><p> From a relatively small gaming company a couple of years ago, Nvidia (NVDA) has turned into one of the most important technological enterprises globally. From data centers & cloud computing, driverless cars and all kinds of artificial intelligence computing workloads, to gaming, visualization & cryptocurrency mining, Nvidia products are now the lifeblood of the new digital economy.</p><p><blockquote>几年前,英伟达(NVDA)还是一家相对较小的游戏公司,如今已发展成为全球最重要的科技企业之一。从数据中心和云计算、无人驾驶汽车和各种人工智能计算工作负载,到游戏、可视化和加密货币挖掘,英伟达产品现在是新数字经济的命脉。</blockquote></p><p> Not only is Nvidia's intellectual property uniquely positioned within the new digital age, but the company is also an undisputed leader in the graphics processing unit(GPU)space with a very wide moat. This led to the success story called Nvidia.</p><p><blockquote>英伟达不仅在新的数字时代拥有独特的知识产权,而且该公司也是图形处理单元(GPU)领域无可争议的领导者,拥有非常宽阔的护城河。这导致了名为英伟达的成功故事。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fc9ac68b953baa8a700911e6d0bae74\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Going forward, however, share price returns are likely to disappoint even in the face of improving business fundamentals. It appears that certain market-wide risks are now in the driver's seat of Nvidia share price and could catch many of Nvidia shareholders off-guard. But before we dig into that, we need to properly account for the leading position business potential of the company.</p><p><blockquote>然而,展望未来,即使面对改善的商业基本面,股价回报也可能令人失望。看来,某些全市场风险现在正在推动英伟达股价,并可能让许多英伟达股东措手不及。但在我们深入探讨这一点之前,我们需要适当考虑公司的领先地位业务潜力。</blockquote></p><p> <b>All about GPUs demand</b></p><p><blockquote><b>关于GPU需求的一切</b></blockquote></p><p> Even though the Gaming segment still takes a sizeable proportion of Nvidia's business, just over the course of four years Data Center has become equally important in size.</p><p><blockquote>尽管游戏部门仍然占英伟达业务的相当大一部分,但在短短四年的时间里,数据中心的规模已经变得同样重要。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98c28b9183a9848e6736b81b6d2a9c22\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"><span>Source: Nvidia Annual Investor Day 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Nvidia 2021 年度投资者日</span></p></blockquote></p><p> As if the already ongoing trend towards more cloud-based workloads was not enough, the current pandemic significantly accelerated the overall demand.</p><p><blockquote>似乎已经持续的更多基于云的工作负载的趋势还不够,当前的疫情大大加速了整体需求。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/25f8090d5c3afcbca0034dc19ebf87cd\" tg-width=\"610\" tg-height=\"456\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> In addition to data centers, the automotive industry is also starving for Nvidia's chips which made the company deeply embedded in the automotive ecosystem.</p><p><blockquote>除了数据中心,汽车行业也渴望英伟达的芯片,这使得该公司深深嵌入汽车生态系统。</blockquote></p><p> NVIDIA is working with several hundred partners in the automotive ecosystem including automakers, truck makers, tier one suppliers, sensor manufacturers, automotive research institutions, HD mapping companies, and startups to develop and deploy AI systems for self-driving vehicles. Source: Nvidia Annual Report 2021 <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e19c38b0c31479f3ca070abe62f088d\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"><span>Source: Nvidia Annual Investor Day 2021</span></p><p><blockquote>英伟达正在与汽车生态系统中的数百家合作伙伴合作,包括汽车制造商、卡车制造商、一级供应商、传感器制造商、汽车研究机构、高清地图公司和初创公司,为自动驾驶汽车开发和部署人工智能系统。资料来源:英伟达2021年年报<p class=\"t-img-caption\"><span>资料来源:Nvidia 2021 年度投资者日</span></p></blockquote></p><p> Last but not least, the tug-of-war between gamers and cryptocurrency miners has resulted in both higher volume sales as well as higher pricing of Nvidia's GPUs. The uptick in energy consumption for cryptocurrency mining, coupled with the overall preference for Nvidia GPUs was yet another tailwind for the company's Gaming division.</p><p><blockquote>最后但并非最不重要的一点是,游戏玩家和加密货币矿工之间的拉锯战导致英伟达 GPU 的销量和价格上涨。加密货币挖矿能源消耗的上升,加上对 Nvidia GPU 的总体偏好,是该公司游戏部门的另一个推动力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cde81f76201b5c7f5832202aaa17e08\" tg-width=\"1280\" tg-height=\"900\" referrerpolicy=\"no-referrer\"><span>Source: bbc.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:bbc.com</span></p></blockquote></p><p> <b>Implications for the Income Statement</b></p><p><blockquote><b>对损益表的影响</b></blockquote></p><p> The perfect storm for GPUs demand and Nvidia's leading position in the segment resulted in the 53% topline growth in fiscal year 2021 and 31% so far for the FY 2022.</p><p><blockquote>GPU 需求的完美风暴和 Nvidia 在该领域的领先地位导致 2021 财年营收增长 53%,2022 财年迄今为止营收增长 31%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d2ffb1f7cf418f4f8b264dd72a22fd9\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用 Seeking Alpha 的数据准备</span></p></blockquote></p><p> Going forward, NVDA is likely to sustain this high topline growth rate, which is expected to somehow cool-off following fiscal year 2022.</p><p><blockquote>展望未来,NVDA 可能会维持如此高的营收增长率,预计在 2022 财年之后将有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d980f7a5a4c4f88b24057841ca2db18b\" tg-width=\"640\" tg-height=\"135\" referrerpolicy=\"no-referrer\"><span>Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:Seeking Alpha</span></p></blockquote></p><p> The forward growth rate of NVDA is comparable only to that of its other GPU rival - AMD (AMD), which is expected to grow at a similar rate over the next two fiscal years.</p><p><blockquote>NVDA的远期增长率仅与其另一个GPU竞争对手——AMD(AMD)相当,后者预计在未来两个财年将以类似的速度增长。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52527c42a41f66d31bcfaa80b46b1fcf\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>* compounded annual growth rate from the most recently completed fiscal year's revenue to analysts' consensus revenue estimates for two fiscal years forward Source: prepared by the author, using data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>* 从最近完成的财政年度的收入到分析师对未来两个财政年度的共识收入估计的复合年增长率 资料来源:作者使用 Seeking Alpha 的数据编制</span></p></blockquote></p><p> However, while AMD's share price benefited massively from the strong GPU demand and its recent comeback to the CPU stage, Nvidia retained an industry-leading profitability.</p><p><blockquote>然而,尽管 AMD 的股价极大地受益于强劲的 GPU 需求及其最近重返 CPU 舞台,但 Nvidia 保持了行业领先的盈利能力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/925c87e1ab20aef8c57bacc0190ac528\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> This allowed NVDA to spend significantly more than its rival AMD on Research & Development expenses.</p><p><blockquote>这使得 NVDA 在研发费用上的支出远远超过其竞争对手 AMD。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/176479e69a17e33e4ff51eecb22a9d79\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用 Seeking Alpha 的数据准备</span></p></blockquote></p><p> Even adjusted for size, Nvidia has also been consistently outspending AMD on R&D investments.</p><p><blockquote>即使根据规模进行调整,英伟达在研发投资上的支出也一直超过 AMD。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc9947f932bee0cdc8168c3ba93b08cb\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用 Seeking Alpha 的数据准备</span></p></blockquote></p><p> While organic growth opportunities for Nvidia might seem endless at this point in time, the semiconductors industry remains highly cyclical and sooner or later even the GPU demand will cool off.</p><p><blockquote>虽然目前英伟达的有机增长机会似乎无穷无尽,但半导体行业仍然高度周期性,迟早甚至 GPU 需求也会冷却。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1eb65f1081a7a5a1b44babd5de7c1a63\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from fred.stlouisfed.org and semi.org</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用 fred.stlouisfed.org 和 semi.org 的数据准备</span></p></blockquote></p><p> That is why, even in the midst of the GPU shortages, Nvidia management is capitalizing on its extremely high valuation by tapping into the strategic acquisition of ARM.</p><p><blockquote>这就是为什么即使在 GPU 短缺的情况下,英伟达管理层仍在通过战略收购 ARM 来利用其极高的估值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/811811f1ac57020a31ee1c4834476b46\" tg-width=\"640\" tg-height=\"284\" referrerpolicy=\"no-referrer\"><span>Source: Nvidia to acquire ARM presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Nvidia 将收购 ARM presentation</span></p></blockquote></p><p> Under the terms of the transaction, which has been approved by the boards of directors of NVIDIA, SBG and Arm, NVIDIA will pay to SoftBank a total of <i>$21.5 billion in NVIDIA common stock</i>and $12 billion in cash, which includes $2 billion payable at signing. <i>Source:nvidianews.nvidia.com</i> The ARM deal, which is still under review by the regulators, was also one of the largest Tech deals for 2020.</p><p><blockquote>根据已获英伟达、SBG和Arm董事会批准的交易条款,英伟达将向软银支付总计<i>英伟达普通股价值 215 亿美元</i>以及 120 亿美元现金,其中包括签约时应支付的 20 亿美元。<i>来源:nvidianews.nvidia.com</i>ARM 交易仍在接受监管机构的审查,也是 2020 年最大的科技交易之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb6ec9cdf0fffb8d9ce13f7818ea7500\" tg-width=\"1024\" tg-height=\"887\" referrerpolicy=\"no-referrer\"><span>Source: cbinsights.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:cbinsights.com</span></p></blockquote></p><p> In addition to high M&A activity being a sign of a peak in market valuations, analysts' sentiment on Nvidia is also exceptionally optimistic which suggests that the near-term growth is already priced in.</p><p><blockquote>除了高并购活动是市场估值见顶的迹象之外,分析师对英伟达的情绪也异常乐观,这表明近期增长已经被定价。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a011c8086483c73b9bb116684f5402d6\" tg-width=\"640\" tg-height=\"295\" referrerpolicy=\"no-referrer\"><span>Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:Seeking Alpha</span></p></blockquote></p><p> <b>The value conundrum</b></p><p><blockquote><b>价值难题</b></blockquote></p><p> As rosy as everything seems for NVDA right now, there should a price that is simply too high even when accounting for Nvidia's strong positioning. So far as growth accelerated so did the company's P/E ratio, which suggests an even more optimistic future scenario. However, neither Nvidia's bottom line nor its earnings multiple can go on an upward trajectory forever.</p><p><blockquote>尽管 NVDA 目前的一切看起来都很乐观,但即使考虑到 Nvidia 的强大定位,其价格也应该太高了。就增长而言,该公司的市盈率也在加速,这表明未来前景更加乐观。然而,英伟达的利润和市盈率都不可能永远保持上升轨迹。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee7cb10de1973f49703e0262aeca3b12\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> After everything we said so far, we have some solid reasons to believe that the earnings per share (EPS) growth will be sustained for the time being, even in the face of the cyclical nature of the industry. But at such high valuations, the price premium attached to EPS growth is far more important for future returns. In other words, Nvidia's bottom line could fulfil even the rosiest forecasts but the share price could still disappoint, if the premium paid for high growth decreases.</p><p><blockquote>在我们迄今为止所说的一切之后,我们有一些充分的理由相信,即使面对行业的周期性,每股收益(EPS)增长也将暂时持续。但在如此高的估值下,每股收益增长所带来的价格溢价对于未来的回报要重要得多。换句话说,英伟达的利润甚至可以实现最乐观的预测,但如果为高增长支付的溢价下降,股价仍然可能令人失望。</blockquote></p><p> As we saw earlier, right now both NVDA and AMD are the two highest growth names in the semiconductors peer group and as such are rewarded by a proportionally higher earnings multiple.</p><p><blockquote>正如我们之前所看到的,目前 NVDA 和 AMD 都是半导体同行组中增长最快的两个公司,因此获得了相应更高的市盈率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/680a02fe38521c886f802828f1a86480\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用 Seeking Alpha 的数据准备</span></p></blockquote></p><p> Due to Nvidia's leading positioning and higher profitability, the company lies above the trend line on the graph above.</p><p><blockquote>由于英伟达领先的定位和较高的盈利能力,该公司位于上图中的趋势线上方。</blockquote></p><p></p><p> Interestingly enough, if we exclude the high-flying GPU companies, the R-Squared between the rest of the peer group is just 0.12 which means that there isn't a strong relationship between future growth and valuations for everything other than GPUs in the semiconductors space.</p><p><blockquote>有趣的是,如果我们排除飞速发展的 GPU 公司,同行组其他公司之间的 R 平方仅为 0.12,这意味着半导体领域除 GPU 之外的所有产品的未来增长和估值之间没有很强的关系。</blockquote></p><p> This is due to the fact that NVDA and AMD chips are expected to have a more sustained growth beyond next year as GPUs remain crucial for data centers, autos, digital currencies and a number of other workloads related to artificial intelligence (AI).</p><p><blockquote>这是因为 NVDA 和 AMD 芯片预计将在明年之后实现更持续的增长,因为 GPU 对于数据中心、汽车、数字货币和许多其他与人工智能 (AI) 相关的工作负载仍然至关重要。</blockquote></p><p> This also means that NVDA and AMD are among the highest duration stocks in the sample and as such the most sensitive to changes in interest rates. Meaning that all else being equal, NVDA and AMD shares will be hit much harder than those of their peers in an event of rising interest rates.</p><p><blockquote>这也意味着 NVDA 和 AMD 是样本中久期最高的股票之一,因此对利率变化最敏感。这意味着在其他条件相同的情况下,如果利率上升,NVDA 和 AMD 的股票将比同行受到更严重的打击。</blockquote></p><p> That is why, NVDA Price-to-Sales ratio trails the performance of iShares 20+ Year Treasury Bond ETF (TLT), which is influenced by long-term bond yields.</p><p><blockquote>这就是为什么 NVDA 市销率跟踪 iShares 20+ 年期国债 ETF (TLT) 的表现,后者受到长期债券收益率的影响。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a706f8ec1fe650806ddbf2b3730c659\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> In the graph above, the TLT does a very good job at explaining movements in Nvidia's P/S ratio, with the exception of the last quarter of calendar year 2018, when crypto-related demand had a profound impact on the company's topline results.</p><p><blockquote>在上图中,TLT很好地解释了英伟达市盈率的变动,但2018年最后一个季度除外,当时与加密相关的需求对公司的营收业绩产生了深远的影响。</blockquote></p><p> Three factors contributed to the Q4 gaming revenue decline. First, <i>post crypto inventory of GPUs</i>in the channel caused us to reduce shipments in order to allow excess channel inventory to sell through. We expect channel inventory to normalize in Q1 in line with one to two quarter timeline we had outlined on our previous earnings call. Second, <i>deteriorating macro economic conditions,</i>impacted consumer demand for our GPUs; and third, sales of certain high end GPUs using our new Turing architecture, including the GeForce RTX 2080 and 2070 were lower than we expected for the launch of a new architecture. Source: Nvidia Q4 of FY 2019 earnings transcript This also highlights the sensitivity of Nvidia share price to macroeconomic conditions in cryptocurrency-related demand as the share price halved from around $70 in September 2018 (4-to-1 split adjusted) to around $35 in January of the following year.</p><p><blockquote>三个因素导致第四季度游戏收入下降。首先,<i>GPU后加密库存</i>在渠道中导致我们减少出货量,以便让过剩的渠道库存销售。我们预计第一季度渠道库存将按照我们在之前的收益看涨期权中概述的一至两个季度时间表恢复正常。第二,<i>宏观经济状况恶化,</i>影响消费者对我们GPU的需求;第三,使用我们新图灵架构的某些高端GPU(包括GeForce RTX 2080和2070)的销量低于我们对新架构发布的预期。资料来源:Nvidia 2019 财年第四季度收益记录 这也凸显了 Nvidia 股价对加密货币相关需求宏观经济状况的敏感性,因为股价从 2018 年 9 月的 70 美元左右(4 比 1 拆分调整)减半至次年 1 月的 35 美元左右。</blockquote></p><p> <b>The elephant in the room</b></p><p><blockquote><b>房间里的大象</b></blockquote></p><p> The unprecedented amount of liquidity within the equity markets has been a blessing for high growth momentum stocks, which was one of the best performing areas of the market over the last decade. That is why it is worth noticing that lower interest rates have profound implications for returns of momentum stocks (see the graph below).</p><p><blockquote>股票市场前所未有的流动性对高增长势头股票来说是一件幸事,高增长势头股票是过去十年市场表现最好的领域之一。这就是为什么值得注意的是,较低的利率对动量股票的回报有着深远的影响(见下图)。</blockquote></p><p> In the graph below I measure momentum by taking a long position in the iShares Edge MSCI USA Momentum Factor ETF (MTUM) and a short position in the iShares Edge MSCI USA Value Factor ETF (VLUE).</p><p><blockquote>在下图中,我通过持有 iShares Edge MSCI USA Momentum Factor ETF (MTUM) 的多头头寸和 iShares Edge MSCI USA Value Factor ETF (VLUE) 的空头头寸来衡量动量。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2664fc3740387f87d6aa32f635ed3dd1\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Yahoo! Finance and fred.stlouisfed.org</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者准备,数据来自雅虎!金融和 fred.stlouisfed.org</span></p></blockquote></p><p> After everything we said so far, it should come as no surprise that momentum stocks were one of the best performing areas of the market during 2020, when nominal yields on the 10-year government bonds fell below 1%. During this period, Nvidia share price more than doubled from around $60 (post-split) in January to $130 in December of the same year. And although the company does not make it into the largest holdings of MTUM, its share price was heavily influenced by the performance of the momentum factor.</p><p><blockquote>在我们迄今为止所说的一切之后,动量股成为 2020 年市场上表现最好的领域之一也就不足为奇了,当时 10 年期政府债券的名义收益率跌破 1%。在此期间,英伟达股价从1月份的60美元左右(分拆后)上涨到同年12月份的130美元,上涨了一倍多。尽管该公司并未成为 MTUM 的最大持股公司,但其股价受到动量因素表现的严重影响。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb70e63d6055785d63a4d52fd5f41b73\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\"><span>Source: ishares.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:ishares.com</span></p></blockquote></p><p> Nvidia's relationship with momentum factor (MTUM less VLUE) has become an even stronger over the recent months as its share price reached new all-time highs, with the rolling 1-year R-Squared of daily returns hovering above 0.35.</p><p><blockquote>近几个月来,随着 Nvidia 的股价创下历史新高,Nvidia 与 momentum factor (MTUM less VLUE) 的关系变得更加牢固,每日回报率的 1 年滚动 R 平方徘徊在 0.35 以上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b30576794833fa9f35403aac0c68767b\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Yahoo! Finance</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者准备,数据来自雅虎!金融</span></p></blockquote></p><p> Since this might look as a coincidence, the relationship between NVDA and the momentum factor, as constructed by Fama & French, also followed a similar pattern to the one used above.</p><p><blockquote>由于这看起来像是一个巧合,Fama & French 构建的 NVDA 和动量因子之间的关系也遵循与上面类似的模式。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae61fb668ca8d5dcca59f74af5a02af7\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>* up until 30th of June 2021 due to lack of more recent data Source: prepared by the author, using data from Yahoo! Finance & Fama & French</span></p><p><blockquote><p class=\"t-img-caption\"><span>*截至2021年6月30日,由于缺乏最新数据来源:作者使用Yahoo!的数据准备金融与名誉与法语</span></p></blockquote></p><p></p><p> Nvidia's exposure to the momentum factor is also much stronger than those of other high-flying growth names, such as AMD, Tesla (TSLA) and NIO (NIO).</p><p><blockquote>英伟达对动量因素的敞口也比 AMD、特斯拉 (TSLA) 和蔚来 (蔚来) 等其他高速增长的公司强得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e5dac0e96644db66820dce414e647ec\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Yahoo! Finance</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者准备,数据来自雅虎!金融</span></p></blockquote></p><p> Nvidia was one of the growth stocks that benefited the most from the recent drop in interest rates and as such is at the highest risk of a sharp reversal, should bond yields normalize. Adding the risk of lower demand from cryptocurrency mining, and the prospects of Nvidia share price continuing to outperform look slim. That is why, investors should not be surprised, if going forward Nvidia share price disappoints even as management continues to deliver on its strategy.</p><p><blockquote>英伟达是从近期利率下降中受益最大的成长型股票之一,因此,如果债券收益率正常化,英伟达面临的急剧逆转风险最高。再加上加密货币挖矿需求下降的风险,英伟达股价继续跑赢大盘的前景看起来很渺茫。这就是为什么,即使管理层继续实施其战略,如果未来英伟达股价仍令人失望,投资者也不应感到惊讶。</blockquote></p><p> Of course, there is always the possibility that the Federal Reserve will be unable to taper and bring bond yields to a more normalized level, which in itself will be enough to propel Nvidia's share price to new all-time highs. Nevertheless, this is a highly uncertain event that is also unrelated to Nvidia's business performance. Moreover, the outcome of this event will likely have a disproportionately higher influence on Nvidia's future share price performance than the company's products will.</p><p><blockquote>当然,美联储总是有可能无法缩减规模并将债券收益率带到更加正常化的水平,这本身就足以推动英伟达的股价创下历史新高。尽管如此,这是一个高度不确定的事件,也与英伟达的业务业绩无关。此外,这一事件的结果可能会对英伟达未来的股价表现产生比该公司产品更大的影响。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4455441-nvidia-fundamentals-matter-less-than-ever\">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":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4455441-nvidia-fundamentals-matter-less-than-ever","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132437771","content_text":"Summary\n\nNvidia is an undisputed leader in the semiconductors space, with one of the most profitable business models.\nInvestors' focus is usually put on the company's strong product roadmap, which is now less relevant for the share price performance.\nDue to its unique positioning, Nvidia's share price is now more sensitive to market-wide forces than it is to the company's business fundamentals.\n\nwellesenterprises/iStock Editorial via Getty Images\nFrom a relatively small gaming company a couple of years ago, Nvidia (NVDA) has turned into one of the most important technological enterprises globally. From data centers & cloud computing, driverless cars and all kinds of artificial intelligence computing workloads, to gaming, visualization & cryptocurrency mining, Nvidia products are now the lifeblood of the new digital economy.\nNot only is Nvidia's intellectual property uniquely positioned within the new digital age, but the company is also an undisputed leader in the graphics processing unit(GPU)space with a very wide moat. This led to the success story called Nvidia.\nData by YCharts\nGoing forward, however, share price returns are likely to disappoint even in the face of improving business fundamentals. It appears that certain market-wide risks are now in the driver's seat of Nvidia share price and could catch many of Nvidia shareholders off-guard. But before we dig into that, we need to properly account for the leading position business potential of the company.\nAll about GPUs demand\nEven though the Gaming segment still takes a sizeable proportion of Nvidia's business, just over the course of four years Data Center has become equally important in size.\nSource: Nvidia Annual Investor Day 2021\nAs if the already ongoing trend towards more cloud-based workloads was not enough, the current pandemic significantly accelerated the overall demand.\n\nIn addition to data centers, the automotive industry is also starving for Nvidia's chips which made the company deeply embedded in the automotive ecosystem.\n\n NVIDIA is working with several hundred partners in the automotive ecosystem including automakers, truck makers, tier one suppliers, sensor manufacturers, automotive research institutions, HD mapping companies, and startups to develop and deploy AI systems for self-driving vehicles.\n\n\n Source: Nvidia Annual Report 2021\n\nSource: Nvidia Annual Investor Day 2021\nLast but not least, the tug-of-war between gamers and cryptocurrency miners has resulted in both higher volume sales as well as higher pricing of Nvidia's GPUs. The uptick in energy consumption for cryptocurrency mining, coupled with the overall preference for Nvidia GPUs was yet another tailwind for the company's Gaming division.\nSource: bbc.com\nImplications for the Income Statement\nThe perfect storm for GPUs demand and Nvidia's leading position in the segment resulted in the 53% topline growth in fiscal year 2021 and 31% so far for the FY 2022.\nSource: prepared by the author, using data from Seeking Alpha\nGoing forward, NVDA is likely to sustain this high topline growth rate, which is expected to somehow cool-off following fiscal year 2022.\nSource: Seeking Alpha\nThe forward growth rate of NVDA is comparable only to that of its other GPU rival - AMD (AMD), which is expected to grow at a similar rate over the next two fiscal years.\n* compounded annual growth rate from the most recently completed fiscal year's revenue to analysts' consensus revenue estimates for two fiscal years forward Source: prepared by the author, using data from Seeking Alpha\nHowever, while AMD's share price benefited massively from the strong GPU demand and its recent comeback to the CPU stage, Nvidia retained an industry-leading profitability.\nData by YCharts\nThis allowed NVDA to spend significantly more than its rival AMD on Research & Development expenses.\nSource: prepared by the author, using data from Seeking Alpha\nEven adjusted for size, Nvidia has also been consistently outspending AMD on R&D investments.\nSource: prepared by the author, using data from Seeking Alpha\nWhile organic growth opportunities for Nvidia might seem endless at this point in time, the semiconductors industry remains highly cyclical and sooner or later even the GPU demand will cool off.\nSource: prepared by the author, using data from fred.stlouisfed.org and semi.org\nThat is why, even in the midst of the GPU shortages, Nvidia management is capitalizing on its extremely high valuation by tapping into the strategic acquisition of ARM.\nSource: Nvidia to acquire ARM presentation\n\n Under the terms of the transaction, which has been approved by the boards of directors of NVIDIA, SBG and Arm, NVIDIA will pay to SoftBank a total of \n $21.5 billion in NVIDIA common stockand $12 billion in cash, which includes $2 billion payable at signing.\n\n\nSource:nvidianews.nvidia.com\n\nThe ARM deal, which is still under review by the regulators, was also one of the largest Tech deals for 2020.\nSource: cbinsights.com\nIn addition to high M&A activity being a sign of a peak in market valuations, analysts' sentiment on Nvidia is also exceptionally optimistic which suggests that the near-term growth is already priced in.\nSource: Seeking Alpha\nThe value conundrum\nAs rosy as everything seems for NVDA right now, there should a price that is simply too high even when accounting for Nvidia's strong positioning. So far as growth accelerated so did the company's P/E ratio, which suggests an even more optimistic future scenario. However, neither Nvidia's bottom line nor its earnings multiple can go on an upward trajectory forever.\nData by YCharts\nAfter everything we said so far, we have some solid reasons to believe that the earnings per share (EPS) growth will be sustained for the time being, even in the face of the cyclical nature of the industry. But at such high valuations, the price premium attached to EPS growth is far more important for future returns. In other words, Nvidia's bottom line could fulfil even the rosiest forecasts but the share price could still disappoint, if the premium paid for high growth decreases.\nAs we saw earlier, right now both NVDA and AMD are the two highest growth names in the semiconductors peer group and as such are rewarded by a proportionally higher earnings multiple.\nSource: prepared by the author, using data from Seeking Alpha\nDue to Nvidia's leading positioning and higher profitability, the company lies above the trend line on the graph above.\nInterestingly enough, if we exclude the high-flying GPU companies, the R-Squared between the rest of the peer group is just 0.12 which means that there isn't a strong relationship between future growth and valuations for everything other than GPUs in the semiconductors space.\nThis is due to the fact that NVDA and AMD chips are expected to have a more sustained growth beyond next year as GPUs remain crucial for data centers, autos, digital currencies and a number of other workloads related to artificial intelligence (AI).\nThis also means that NVDA and AMD are among the highest duration stocks in the sample and as such the most sensitive to changes in interest rates. Meaning that all else being equal, NVDA and AMD shares will be hit much harder than those of their peers in an event of rising interest rates.\nThat is why, NVDA Price-to-Sales ratio trails the performance of iShares 20+ Year Treasury Bond ETF (TLT), which is influenced by long-term bond yields.\nData by YCharts\nIn the graph above, the TLT does a very good job at explaining movements in Nvidia's P/S ratio, with the exception of the last quarter of calendar year 2018, when crypto-related demand had a profound impact on the company's topline results.\n\n Three factors contributed to the Q4 gaming revenue decline. First, \n post crypto inventory of GPUsin the channel caused us to reduce shipments in order to allow excess channel inventory to sell through. We expect channel inventory to normalize in Q1 in line with one to two quarter timeline we had outlined on our previous earnings call.\n\n\n Second, \n deteriorating macro economic conditions,impacted consumer demand for our GPUs; and third, sales of certain high end GPUs using our new Turing architecture, including the GeForce RTX 2080 and 2070 were lower than we expected for the launch of a new architecture.\n\n\n Source: Nvidia Q4 of FY 2019 earnings transcript\n\nThis also highlights the sensitivity of Nvidia share price to macroeconomic conditions in cryptocurrency-related demand as the share price halved from around $70 in September 2018 (4-to-1 split adjusted) to around $35 in January of the following year.\nThe elephant in the room\nThe unprecedented amount of liquidity within the equity markets has been a blessing for high growth momentum stocks, which was one of the best performing areas of the market over the last decade. That is why it is worth noticing that lower interest rates have profound implications for returns of momentum stocks (see the graph below).\nIn the graph below I measure momentum by taking a long position in the iShares Edge MSCI USA Momentum Factor ETF (MTUM) and a short position in the iShares Edge MSCI USA Value Factor ETF (VLUE).\nSource: prepared by the author, using data from Yahoo! Finance and fred.stlouisfed.org\nAfter everything we said so far, it should come as no surprise that momentum stocks were one of the best performing areas of the market during 2020, when nominal yields on the 10-year government bonds fell below 1%. During this period, Nvidia share price more than doubled from around $60 (post-split) in January to $130 in December of the same year. And although the company does not make it into the largest holdings of MTUM, its share price was heavily influenced by the performance of the momentum factor.\nSource: ishares.com\nNvidia's relationship with momentum factor (MTUM less VLUE) has become an even stronger over the recent months as its share price reached new all-time highs, with the rolling 1-year R-Squared of daily returns hovering above 0.35.\nSource: prepared by the author, using data from Yahoo! Finance\nSince this might look as a coincidence, the relationship between NVDA and the momentum factor, as constructed by Fama & French, also followed a similar pattern to the one used above.\n* up until 30th of June 2021 due to lack of more recent data Source: prepared by the author, using data from Yahoo! Finance & Fama & French\nNvidia's exposure to the momentum factor is also much stronger than those of other high-flying growth names, such as AMD, Tesla (TSLA) and NIO (NIO).\nSource: prepared by the author, using data from Yahoo! Finance\nNvidia was one of the growth stocks that benefited the most from the recent drop in interest rates and as such is at the highest risk of a sharp reversal, should bond yields normalize. Adding the risk of lower demand from cryptocurrency mining, and the prospects of Nvidia share price continuing to outperform look slim. That is why, investors should not be surprised, if going forward Nvidia share price disappoints even as management continues to deliver on its strategy.\nOf course, there is always the possibility that the Federal Reserve will be unable to taper and bring bond yields to a more normalized level, which in itself will be enough to propel Nvidia's share price to new all-time highs. Nevertheless, this is a highly uncertain event that is also unrelated to Nvidia's business performance. Moreover, the outcome of this event will likely have a disproportionately higher influence on Nvidia's future share price performance than the company's products will.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885292126,"gmtCreate":1631795164165,"gmtModify":1631890421300,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092751843658000","idStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/885292126","repostId":"1193928782","repostType":4,"repost":{"id":"1193928782","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631793556,"share":"https://www.laohunote.com/m/news/1193928782?lang=zh_CN&edition=full","pubTime":"2021-09-16 19:59","market":"us","language":"en","title":"Electronic Arts shares rose 2.2% in premarket trading<blockquote>艺电股价在盘前交易中上涨 2.2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193928782","media":"Tiger Newspress","summary":"Electronic Arts shares rose 2.2% in premarket trading on reaffirmed guidance despite Battlefield 204","content":"<p>Electronic Arts shares rose 2.2% in premarket trading on reaffirmed guidance despite Battlefield 2042 delay, be concerned but not worried says analyst.</p><p><blockquote>分析师表示,尽管《战地 2042》有所延迟,但由于重申指引,艺电股价在盘前交易中上涨 2.2%,但要担心,但不要担心。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4c65a59dc859af615f75c86d2a4739b8\" tg-width=\"849\" tg-height=\"669\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Shares of Electronic Arts closed down 5.7% Wednesday on rumors Battlefield 2042 will be delayed. However, shares are trading around 2.2% higher in premarket trading confirming the news but still keeping the launch this year. The company is also reiterating its net bookings guidance despite the delay.</p><p><blockquote>由于有传言称《战地2042》将推迟上映,艺电股价周三收盘下跌5.7%。然而,该股在盘前交易中上涨了约 2.2%,证实了这一消息,但仍将保持今年的推出。尽管有所延迟,该公司还重申了其净预订指导。</blockquote></p><p> Earlier today, multiple sources started talking about a Battlefield 2042 delay being announced soon, which had October 22 set as its official launch date.</p><p><blockquote>今天早些时候,多个消息来源开始谈论《战地2042》即将宣布推迟,该片已将10月22日定为正式发布日期。</blockquote></p><p> After the close, EA confirmed that the Battlefield 2042 launch will be delayed but by less than a month. The new launch date is November 19, 2021.</p><p><blockquote>收盘后,艺电确认《战地2042》的发售将推迟,但不到一个月。新的发布日期是2021年11月19日。</blockquote></p><p> EA is reiterating its net bookings guidance for fiscal year 2022, despite this change in the launch date for Battlefield 2042.</p><p><blockquote>尽管《战地2042》的发布日期发生了变化,但EA仍重申了2022财年的净预订指导。</blockquote></p><p> DICE Studio GM Oskar Gabrielson shared the following message with the Battlefield fan community:</p><p><blockquote>DICE Studio 总经理 Oskar Gabrielson 与《战地》粉丝社区分享了以下信息:</blockquote></p><p> <i>We’ve made the decision to shift the launch of Battlefield 2042. The game will now be released worldwide on November 19th, 2021.</i></p><p><blockquote><i>我们已经决定推迟《战地2042》的发射时间。该游戏将于2021年11月19日在全球发售。</i></blockquote></p><p> <i>Building the next generation of Battlefield during a global pandemic has created unforeseen challenges for our development teams. Given the scale and scope of the game, we had hoped our teams would be back in our studios together as we move towards launch. With the ongoing conditions not allowing that to happen safely, and with all the hard work the teams are doing from home, we feel it is important to take the extra time to deliver on the vision of Battlefield 2042 for our players.</i></p><p><blockquote><i>在全球疫情期间构建下一代战场给我们的开发团队带来了不可预见的挑战。鉴于游戏的规模和范围,我们希望当我们走向发布时,我们的团队会一起回到我们的工作室。由于持续的条件不允许这种情况安全发生,以及团队在家里做的所有艰苦工作,我们认为花额外的时间为我们的玩家实现战地2042的愿景是很重要的。</i></blockquote></p><p> <i>Your enthusiasm for the game has been very inspiring. We believe in the game we’re making, and we thank you for your patience as we put some finishing touches into the experience.</i></p><p><blockquote><i>你对游戏的热情非常鼓舞人心。我们相信我们正在制作的游戏,感谢您的耐心等待,我们会对游戏体验进行一些最后的润色。</i></blockquote></p><p> <i>Updates on the Open Beta will be coming later this month.</i></p><p><blockquote><i>公开测试版的更新将于本月晚些时候发布。</i></blockquote></p><p> <i>Oskar Gabrielson & the Battlefield 2042 Development TeamStudio GM, DICE</i></p><p><blockquote><i>Oskar Gabrielson 和《战地 2042》开发团队工作室总经理,DICE</i></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>Electronic Arts shares rose 2.2% in premarket trading<blockquote>艺电股价在盘前交易中上涨 2.2%</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\">\nElectronic Arts shares rose 2.2% in premarket trading<blockquote>艺电股价在盘前交易中上涨 2.2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-16 19:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Electronic Arts shares rose 2.2% in premarket trading on reaffirmed guidance despite Battlefield 2042 delay, be concerned but not worried says analyst.</p><p><blockquote>分析师表示,尽管《战地 2042》有所延迟,但由于重申指引,艺电股价在盘前交易中上涨 2.2%,但要担心,但不要担心。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4c65a59dc859af615f75c86d2a4739b8\" tg-width=\"849\" tg-height=\"669\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Shares of Electronic Arts closed down 5.7% Wednesday on rumors Battlefield 2042 will be delayed. However, shares are trading around 2.2% higher in premarket trading confirming the news but still keeping the launch this year. The company is also reiterating its net bookings guidance despite the delay.</p><p><blockquote>由于有传言称《战地2042》将推迟上映,艺电股价周三收盘下跌5.7%。然而,该股在盘前交易中上涨了约 2.2%,证实了这一消息,但仍将保持今年的推出。尽管有所延迟,该公司还重申了其净预订指导。</blockquote></p><p> Earlier today, multiple sources started talking about a Battlefield 2042 delay being announced soon, which had October 22 set as its official launch date.</p><p><blockquote>今天早些时候,多个消息来源开始谈论《战地2042》即将宣布推迟,该片已将10月22日定为正式发布日期。</blockquote></p><p> After the close, EA confirmed that the Battlefield 2042 launch will be delayed but by less than a month. The new launch date is November 19, 2021.</p><p><blockquote>收盘后,艺电确认《战地2042》的发售将推迟,但不到一个月。新的发布日期是2021年11月19日。</blockquote></p><p> EA is reiterating its net bookings guidance for fiscal year 2022, despite this change in the launch date for Battlefield 2042.</p><p><blockquote>尽管《战地2042》的发布日期发生了变化,但EA仍重申了2022财年的净预订指导。</blockquote></p><p> DICE Studio GM Oskar Gabrielson shared the following message with the Battlefield fan community:</p><p><blockquote>DICE Studio 总经理 Oskar Gabrielson 与《战地》粉丝社区分享了以下信息:</blockquote></p><p> <i>We’ve made the decision to shift the launch of Battlefield 2042. The game will now be released worldwide on November 19th, 2021.</i></p><p><blockquote><i>我们已经决定推迟《战地2042》的发射时间。该游戏将于2021年11月19日在全球发售。</i></blockquote></p><p> <i>Building the next generation of Battlefield during a global pandemic has created unforeseen challenges for our development teams. Given the scale and scope of the game, we had hoped our teams would be back in our studios together as we move towards launch. With the ongoing conditions not allowing that to happen safely, and with all the hard work the teams are doing from home, we feel it is important to take the extra time to deliver on the vision of Battlefield 2042 for our players.</i></p><p><blockquote><i>在全球疫情期间构建下一代战场给我们的开发团队带来了不可预见的挑战。鉴于游戏的规模和范围,我们希望当我们走向发布时,我们的团队会一起回到我们的工作室。由于持续的条件不允许这种情况安全发生,以及团队在家里做的所有艰苦工作,我们认为花额外的时间为我们的玩家实现战地2042的愿景是很重要的。</i></blockquote></p><p> <i>Your enthusiasm for the game has been very inspiring. We believe in the game we’re making, and we thank you for your patience as we put some finishing touches into the experience.</i></p><p><blockquote><i>你对游戏的热情非常鼓舞人心。我们相信我们正在制作的游戏,感谢您的耐心等待,我们会对游戏体验进行一些最后的润色。</i></blockquote></p><p> <i>Updates on the Open Beta will be coming later this month.</i></p><p><blockquote><i>公开测试版的更新将于本月晚些时候发布。</i></blockquote></p><p> <i>Oskar Gabrielson & the Battlefield 2042 Development TeamStudio GM, DICE</i></p><p><blockquote><i>Oskar Gabrielson 和《战地 2042》开发团队工作室总经理,DICE</i></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EA":"艺电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193928782","content_text":"Electronic Arts shares rose 2.2% in premarket trading on reaffirmed guidance despite Battlefield 2042 delay, be concerned but not worried says analyst.\n\nShares of Electronic Arts closed down 5.7% Wednesday on rumors Battlefield 2042 will be delayed. However, shares are trading around 2.2% higher in premarket trading confirming the news but still keeping the launch this year. The company is also reiterating its net bookings guidance despite the delay.\nEarlier today, multiple sources started talking about a Battlefield 2042 delay being announced soon, which had October 22 set as its official launch date.\nAfter the close, EA confirmed that the Battlefield 2042 launch will be delayed but by less than a month. The new launch date is November 19, 2021.\nEA is reiterating its net bookings guidance for fiscal year 2022, despite this change in the launch date for Battlefield 2042.\nDICE Studio GM Oskar Gabrielson shared the following message with the Battlefield fan community:\nWe’ve made the decision to shift the launch of Battlefield 2042. The game will now be released worldwide on November 19th, 2021.\nBuilding the next generation of Battlefield during a global pandemic has created unforeseen challenges for our development teams. Given the scale and scope of the game, we had hoped our teams would be back in our studios together as we move towards launch. With the ongoing conditions not allowing that to happen safely, and with all the hard work the teams are doing from home, we feel it is important to take the extra time to deliver on the vision of Battlefield 2042 for our players.\nYour enthusiasm for the game has been very inspiring. We believe in the game we’re making, and we thank you for your patience as we put some finishing touches into the experience.\nUpdates on the Open Beta will be coming later this month.\nOskar Gabrielson & the Battlefield 2042 Development TeamStudio GM, DICE","news_type":1,"symbols_score_info":{"EA":0.9}},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":875220424,"gmtCreate":1637659442402,"gmtModify":1637659442402,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092751843658000","idStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875220424","repostId":"2185638587","repostType":2,"isVote":1,"tweetType":1,"viewCount":5409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852169612,"gmtCreate":1635253614069,"gmtModify":1635253614224,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092751843658000","idStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Looks good","listText":"Looks good","text":"Looks good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/852169612","repostId":"1156565966","repostType":4,"isVote":1,"tweetType":1,"viewCount":3189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865014457,"gmtCreate":1632923731449,"gmtModify":1632923731606,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092751843658000","idStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Up cause films?","listText":"Up cause films?","text":"Up cause films?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865014457","repostId":"1129666842","repostType":4,"repost":{"id":"1129666842","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632922812,"share":"https://www.laohunote.com/m/news/1129666842?lang=zh_CN&edition=full","pubTime":"2021-09-29 21:40","market":"us","language":"en","title":"Netflix stock rose 2.5% in morning trading<blockquote>Netflix 股价早盘上涨 2.5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129666842","media":"Tiger Newspress","summary":"Netflix stock rose 2.5% in morning trading after announcing that it bought videogame maker Night Sch","content":"<p>Netflix stock rose 2.5% in morning trading after announcing that it bought videogame maker Night School Studio in a move to diversify its revenue sources. Night School Studio is best known for the supernatural-themed video game “Oxenfree.”</p><p><blockquote>Netflix 宣布收购视频游戏制造商 Night School Studio,以实现收入来源多元化,其股价在早盘交易中上涨 2.5%。Night School Studio 以超自然主题的电子游戏《Oxenfree》而闻名。</blockquote></p><p> The streaming giant has had a series of hit shows by partnering with creative studios in South Korea since it began offering service in the country in 2016. The latest hit --Squid Game-- has topped its global rankings this month, becoming the first Korean drama to claim the No. 1 spot in the U.S.</p><p><blockquote>自2016年开始在韩国提供服务以来,这家流媒体巨头通过与韩国创意工作室合作,推出了一系列热门节目。最新热播剧《鱿鱼游戏》本月荣登全球排名榜首,成为第一部在美国排名第一的韩剧。</blockquote></p><p> Netflix price target raised to $493 from $448 at Benchmark, sell stock rating maintained.</p><p><blockquote>Netflix 目标价从基准 448 美元上调至 493 美元,维持卖出股票评级。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/be7b88207496273867e577021638b315\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix stock rose 2.5% in morning trading<blockquote>Netflix 股价早盘上涨 2.5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix stock rose 2.5% in morning trading<blockquote>Netflix 股价早盘上涨 2.5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-29 21:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Netflix stock rose 2.5% in morning trading after announcing that it bought videogame maker Night School Studio in a move to diversify its revenue sources. Night School Studio is best known for the supernatural-themed video game “Oxenfree.”</p><p><blockquote>Netflix 宣布收购视频游戏制造商 Night School Studio,以实现收入来源多元化,其股价在早盘交易中上涨 2.5%。Night School Studio 以超自然主题的电子游戏《Oxenfree》而闻名。</blockquote></p><p> The streaming giant has had a series of hit shows by partnering with creative studios in South Korea since it began offering service in the country in 2016. The latest hit --Squid Game-- has topped its global rankings this month, becoming the first Korean drama to claim the No. 1 spot in the U.S.</p><p><blockquote>自2016年开始在韩国提供服务以来,这家流媒体巨头通过与韩国创意工作室合作,推出了一系列热门节目。最新热播剧《鱿鱼游戏》本月荣登全球排名榜首,成为第一部在美国排名第一的韩剧。</blockquote></p><p> Netflix price target raised to $493 from $448 at Benchmark, sell stock rating maintained.</p><p><blockquote>Netflix 目标价从基准 448 美元上调至 493 美元,维持卖出股票评级。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/be7b88207496273867e577021638b315\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129666842","content_text":"Netflix stock rose 2.5% in morning trading after announcing that it bought videogame maker Night School Studio in a move to diversify its revenue sources. Night School Studio is best known for the supernatural-themed video game “Oxenfree.”\nThe streaming giant has had a series of hit shows by partnering with creative studios in South Korea since it began offering service in the country in 2016. The latest hit --Squid Game-- has topped its global rankings this month, becoming the first Korean drama to claim the No. 1 spot in the U.S.\nNetflix price target raised to $493 from $448 at Benchmark, sell stock rating maintained.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882257351,"gmtCreate":1631699756773,"gmtModify":1631890421317,"author":{"id":"4092751843658000","authorId":"4092751843658000","name":"peanutz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092751843658000","idStr":"4092751843658000"},"themes":[],"title":"","htmlText":"Not just low. Very low.","listText":"Not just low. Very low.","text":"Not just low. Very low.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882257351","repostId":"1148341685","repostType":4,"repost":{"id":"1148341685","kind":"news","pubTimestamp":1631660884,"share":"https://www.laohunote.com/m/news/1148341685?lang=zh_CN&edition=full","pubTime":"2021-09-15 07:08","market":"us","language":"en","title":"U.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>由于对经济复苏和企业增税的担忧,美国股市收盘走低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148341685","media":"Reuters","summary":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing","content":"<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p><p><blockquote>纽约(路透社) - 尽管有通胀放缓的迹象,但经济不确定性和企业税率上调的可能性不断增加抑制了投资者情绪,并引发了广泛的抛售,华尔街周二下跌。</blockquote></p><p> Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p><p><blockquote>乐观情绪在整个交易日逐渐消退,扭转了劳工部发布消费者价格指数报告后最初的反弹势头。美国三大股指均以负值收盘,这提醒人们,9 月份是股市历史上最艰难的一个月。</blockquote></p><p> So far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p><p><blockquote>本月到目前为止,标普500下跌了近1.8%,尽管基准指数自年初以来已上涨超过18%。</blockquote></p><p> “There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p><p><blockquote>“纽约 CFRA Research 首席投资策略师 Sam Stovall 说:”市场有可能只是准备好经历一场迟来的调整。“从季节性来看,9月份往往是基金经理的窗口期。”</blockquote></p><p> The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p><p><blockquote>高度传染性的Delta COVID变种的出现推动了对全球健康危机复苏的看跌情绪的增加,许多人现在预计股市将在今年年底前大幅调整。</blockquote></p><p> “We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p><p><blockquote>“芝加哥 Kingsview Asset Management 的投资组合经理保罗-诺尔特(Paul Nolte)说:”我们仍处于人们几个月来一直呼吁的纠正模式。“经济数据点一直低于预期,而这恰逢德尔塔变异毒株的上升”。</blockquote></p><p> The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p><p><blockquote>CPI报告公布的8月份数据低于共识,这一放缓支持了美联储主席杰罗姆-鲍威尔(Jerome Powell)的断言,即通胀飙升是暂时的,并平息了市场对央行将比预期更早开始收紧货币政策的担忧。</blockquote></p><p> U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p><p><blockquote>数据显示,美国国债收益率下降,给金融股带来压力,投资者的青睐以牺牲价值为代价重新转向增长。[美国/]</blockquote></p><p> The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p><p><blockquote>随着美国总统乔-拜登(Joe Biden)的 3.5 万亿美元预算方案逐渐接近通过,人们期待已久的企业税上调幅度将从 21% 提高到 26.5%。</blockquote></p><p> The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p><p><blockquote>道琼斯工业平均指数下跌292.06点,跌幅0.84%,报34,577.57点;标普500下跌25.68点,跌幅0.57%,报4,443.05点;纳斯达克综合指数下跌 67.82 点,跌幅 0.45%,至 15,037.76 点。</blockquote></p><p> All 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p><p><blockquote>标普500 11个主要板块全部收红,其中能源和金融板块跌幅最大。</blockquote></p><p> Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.</p><p><blockquote>苹果公司在今年最大的产品发布会上推出了 iPhone 13,并为其 iPad 和苹果手表设备添加了新功能,因为该公司面临着法院对其商业行为日益严格的审查。其股价收盘下跌 1.0%,是标普500和纳斯达克最大的拖累。</blockquote></p><p> Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p><p><blockquote>Intuit Inc 上涨了 1.9%,此前这家涡轮税制造商宣布将以 120 亿美元收购数字营销公司 Mailchimp。</blockquote></p><p> CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p><p><blockquote>德国生物技术公司 CureVac 取消其实验性 COVID-19 疫苗的生产交易后,股价下跌 8.0%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 2.25 比 1;在纳斯达克,2.40 比 1 的比率有利于下跌者。</blockquote></p><p> The S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p><p><blockquote>标普500创下两个52周新高和两个新低;纳斯达克综合指数创下50个新高和107个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 100.7 亿股,而过去 20 个交易日的平均成交量为 93.8 亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nU.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>由于对经济复苏和企业增税的担忧,美国股市收盘走低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-15 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p><p><blockquote>纽约(路透社) - 尽管有通胀放缓的迹象,但经济不确定性和企业税率上调的可能性不断增加抑制了投资者情绪,并引发了广泛的抛售,华尔街周二下跌。</blockquote></p><p> Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p><p><blockquote>乐观情绪在整个交易日逐渐消退,扭转了劳工部发布消费者价格指数报告后最初的反弹势头。美国三大股指均以负值收盘,这提醒人们,9 月份是股市历史上最艰难的一个月。</blockquote></p><p> So far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p><p><blockquote>本月到目前为止,标普500下跌了近1.8%,尽管基准指数自年初以来已上涨超过18%。</blockquote></p><p> “There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p><p><blockquote>“纽约 CFRA Research 首席投资策略师 Sam Stovall 说:”市场有可能只是准备好经历一场迟来的调整。“从季节性来看,9月份往往是基金经理的窗口期。”</blockquote></p><p> The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p><p><blockquote>高度传染性的Delta COVID变种的出现推动了对全球健康危机复苏的看跌情绪的增加,许多人现在预计股市将在今年年底前大幅调整。</blockquote></p><p> “We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p><p><blockquote>“芝加哥 Kingsview Asset Management 的投资组合经理保罗-诺尔特(Paul Nolte)说:”我们仍处于人们几个月来一直呼吁的纠正模式。“经济数据点一直低于预期,而这恰逢德尔塔变异毒株的上升”。</blockquote></p><p> The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p><p><blockquote>CPI报告公布的8月份数据低于共识,这一放缓支持了美联储主席杰罗姆-鲍威尔(Jerome Powell)的断言,即通胀飙升是暂时的,并平息了市场对央行将比预期更早开始收紧货币政策的担忧。</blockquote></p><p> U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p><p><blockquote>数据显示,美国国债收益率下降,给金融股带来压力,投资者的青睐以牺牲价值为代价重新转向增长。[美国/]</blockquote></p><p> The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p><p><blockquote>随着美国总统乔-拜登(Joe Biden)的 3.5 万亿美元预算方案逐渐接近通过,人们期待已久的企业税上调幅度将从 21% 提高到 26.5%。</blockquote></p><p> The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p><p><blockquote>道琼斯工业平均指数下跌292.06点,跌幅0.84%,报34,577.57点;标普500下跌25.68点,跌幅0.57%,报4,443.05点;纳斯达克综合指数下跌 67.82 点,跌幅 0.45%,至 15,037.76 点。</blockquote></p><p> All 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p><p><blockquote>标普500 11个主要板块全部收红,其中能源和金融板块跌幅最大。</blockquote></p><p> Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.</p><p><blockquote>苹果公司在今年最大的产品发布会上推出了 iPhone 13,并为其 iPad 和苹果手表设备添加了新功能,因为该公司面临着法院对其商业行为日益严格的审查。其股价收盘下跌 1.0%,是标普500和纳斯达克最大的拖累。</blockquote></p><p> Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p><p><blockquote>Intuit Inc 上涨了 1.9%,此前这家涡轮税制造商宣布将以 120 亿美元收购数字营销公司 Mailchimp。</blockquote></p><p> CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p><p><blockquote>德国生物技术公司 CureVac 取消其实验性 COVID-19 疫苗的生产交易后,股价下跌 8.0%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 2.25 比 1;在纳斯达克,2.40 比 1 的比率有利于下跌者。</blockquote></p><p> The S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p><p><blockquote>标普500创下两个52周新高和两个新低;纳斯达克综合指数创下50个新高和107个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 100.7 亿股,而过去 20 个交易日的平均成交量为 93.8 亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9\">Reuters</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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148341685","content_text":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.\nOptimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.\nSo far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.\n“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”\nThe advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.\n“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”\nThe CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.\nU.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]\nThe long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.\nThe Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.\nAll 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.\nApple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.\nIntuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.\nCureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.\nThe S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.\nVolume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}