Erick27的个人主页 - 老虎社区

Erick27

暂无个人介绍

IP属地：未知

0关注

12粉丝

0主题

0勋章

2021-12-17

‌$Alibaba(09988)$‌P/E is 17. Price to FCF is 14.25. Revenue Growth is still 20 - 25% per year. Profit Margin is healthy at 15%.In terms of asset and future growth, BABA has Alicloud is the biggest cloud provider in China, which is not yet profitable yet.Also included is 33% stake in Ant Financial (valued around $30B).It is amazing that the price keeps dropping despite the bargain here. TLDR: Buy when people are afraid, not when people are greedy. Long BABA for 10 years.

2021-12-31

For those who wonder what happened today, basically Chinese government said they will stimulate consumer consumption and also reduced some income taxes.https://www.benzinga.com/trading-ideas/movers/21/12/24832263/why-alibaba-shares-are-rising

Hot Chinese ADRs Rallied in Morning Trading<blockquote>热门中国美国存托凭证早盘上涨</blockquote>

2021-11-14

Overvalued

Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</blockquote>

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4094363652153080","uuid":"4094363652153080","gmtCreate":1631260587119,"gmtModify":1706620621795,"name":"Erick27","pinyin":"erick27","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":12,"headSize":0,"tweetSize":4,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.97%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.02.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":692148581,"gmtCreate":1640885271043,"gmtModify":1640887327599,"author":{"id":"4094363652153080","authorId":"4094363652153080","name":"Erick27","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094363652153080","idStr":"4094363652153080"},"themes":[],"htmlText":"For those who wonder what happened today, basically Chinese government said they will stimulate consumer consumption and also reduced some income taxes.https://www.benzinga.com/trading-ideas/movers/21/12/24832263/why-alibaba-shares-are-rising","listText":"For those who wonder what happened today, basically Chinese government said they will stimulate consumer consumption and also reduced some income taxes.https://www.benzinga.com/trading-ideas/movers/21/12/24832263/why-alibaba-shares-are-rising","text":"For those who wonder what happened today, basically Chinese government said they will stimulate consumer consumption and also reduced some income taxes.https://www.benzinga.com/trading-ideas/movers/21/12/24832263/why-alibaba-shares-are-rising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/692148581","repostId":"1147910736","repostType":2,"repost":{"id":"1147910736","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":1640875678,"share":"https://www.laohu8.com/m/news/1147910736?lang=zh_CN&edition=full","pubTime":"2021-12-30 22:47","market":"us","language":"en","title":"Hot Chinese ADRs Rallied in Morning Trading<blockquote>热门中国美国存托凭证早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147910736","media":"Tiger Newspress","summary":"Hot Chinese ADRs rallied in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors","content":"<p><html><head></head><body>Hot Chinese ADRs rallied in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global,Bilibili and iQIYI climed between 1% and 8%.</p><p><blockquote><html><head></head><body>热门中国美国存托凭证早盘上涨。阿里巴巴-SW、京东、拼多多、百度、网易、蔚来、小鹏汽车、理想汽车、滴滴全球、哔哩哔哩和爱奇艺涨幅在1%至8%之间。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/47255c45e62886be68ff99080f521c9a\" tg-width=\"352\" tg-height=\"790\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p></body></html></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>Hot Chinese ADRs Rallied in Morning Trading<blockquote>热门中国美国存托凭证早盘上涨</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; 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\">\nHot Chinese ADRs Rallied in Morning Trading<blockquote>热门中国美国存托凭证早盘上涨</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\">2021-12-30 22:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Hot Chinese ADRs rallied in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global,Bilibili and iQIYI climed between 1% and 8%.</p><p><blockquote><html><head></head><body>热门中国美国存托凭证早盘上涨。阿里巴巴-SW、京东、拼多多、百度、网易、蔚来、小鹏汽车、理想汽车、滴滴全球、哔哩哔哩和爱奇艺涨幅在1%至8%之间。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/47255c45e62886be68ff99080f521c9a\" tg-width=\"352\" tg-height=\"790\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","NTES":"网易","BIDU":"百度","BABA":"阿里巴巴","XPEV":"小鹏汽车","IQ":"爱奇艺","JD":"京东","NIO":"蔚来","EDU":"新东方","BEKE":"贝壳","LI":"理想汽车","RLX":"雾芯科技","DIDI":"滴滴(已退市)","BILI":"哔哩哔哩"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147910736","content_text":"Hot Chinese ADRs rallied in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global,Bilibili and iQIYI climed between 1% and 8%.","news_type":1,"symbols_score_info":{"BILI":0.9,"NIO":0.9,"JD":0.9,"XPEV":0.9,"BEKE":0.9,"EDU":0.9,"IQ":0.9,"BIDU":0.9,"LI":0.9,"RLX":0.9,"PDD":0.9,"DIDI":0.9,"NTES":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":4478,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274727372317","authorId":"3479274727372317","name":"keepcalm","avatar":"https://static.tigerbbs.com/027d03237ce8476dcc4200fb2818611d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274727372317","idStr":"3479274727372317"},"content":"If the stock price falls too much, it will go up. I am optimistic about the market performance of Chinese stocks in 2022.","text":"If the stock price falls too much, it will go up. I am optimistic about the market performance of Chinese stocks in 2022.","html":"If the stock price falls too much, it will go up. I am optimistic about the market performance of Chinese stocks in 2022."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690732503,"gmtCreate":1639707520626,"gmtModify":1640044016220,"author":{"id":"4094363652153080","authorId":"4094363652153080","name":"Erick27","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094363652153080","idStr":"4094363652153080"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>‌P/E is 17. Price to FCF is 14.25. Revenue Growth is still 20 - 25% per year. Profit Margin is healthy at 15%.In terms of asset and future growth,&nbsp;BABA has&nbsp;Alicloud is the biggest cloud provider in China, which is not yet profitable yet.Also included is 33% stake in Ant Financial (valued around $30B).It is amazing that the price keeps dropping despite the bargain here.&nbsp;TLDR: Buy when people are afraid, not when people are greedy. Long BABA for 10 years.","listText":"‌<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>‌P/E is 17. Price to FCF is 14.25. Revenue Growth is still 20 - 25% per year. Profit Margin is healthy at 15%.In terms of asset and future growth,&nbsp;BABA has&nbsp;Alicloud is the biggest cloud provider in China, which is not yet profitable yet.Also included is 33% stake in Ant Financial (valued around $30B).It is amazing that the price keeps dropping despite the bargain here.&nbsp;TLDR: Buy when people are afraid, not when people are greedy. Long BABA for 10 years.","text":"‌$Alibaba(09988)$‌P/E is 17. Price to FCF is 14.25. Revenue Growth is still 20 - 25% per year. Profit Margin is healthy at 15%.In terms of asset and future growth, BABA has Alicloud is the biggest cloud provider in China, which is not yet profitable yet.Also included is 33% stake in Ant Financial (valued around $30B).It is amazing that the price keeps dropping despite the bargain here. TLDR: Buy when people are afraid, not when people are greedy. Long BABA for 10 years.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":124,"commentSize":46,"repostSize":1,"link":"https://laohu8.com/post/690732503","isVote":1,"tweetType":1,"viewCount":5645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873808003,"gmtCreate":1636902552298,"gmtModify":1636902552298,"author":{"id":"4094363652153080","authorId":"4094363652153080","name":"Erick27","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094363652153080","idStr":"4094363652153080"},"themes":[],"htmlText":"Overvalued","listText":"Overvalued","text":"Overvalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873808003","repostId":"1139324750","repostType":4,"repost":{"id":"1139324750","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":1636729318,"share":"https://www.laohu8.com/m/news/1139324750?lang=zh_CN&edition=full","pubTime":"2021-11-12 23:01","market":"us","language":"en","title":"Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139324750","media":"Tiger Newspress","summary":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp t","content":"<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价早盘下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调整为中性，目标价从220美元上调至300美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>该分析师引用了此次降级的估值，该股的交易价格是2024年股价的55倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到67倍才能证明跑赢大盘的合理性，这表明Nvidia的估值约为其2024年TAM的7倍，销售额约为25倍。相反，他必须在未来几年内将销售增长假设翻倍（从约20%增加到约40%），才能继续使用40倍的倍数来评估Nvidia的估值。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而，布赖森认为，对数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领导地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘需求的共同帮助下，客户端GPU再次变得难以采购。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机会，特别是元宇宙及其图形密集型需求，已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”，英伟达的基本面也没有改善，但根据估值下调了该股的评级。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近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\">\nNvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近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\">2021-11-12 23:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价早盘下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调整为中性，目标价从220美元上调至300美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>该分析师引用了此次降级的估值，该股的交易价格是2024年股价的55倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到67倍才能证明跑赢大盘的合理性，这表明Nvidia的估值约为其2024年TAM的7倍，销售额约为25倍。相反，他必须在未来几年内将销售增长假设翻倍（从约20%增加到约40%），才能继续使用40倍的倍数来评估Nvidia的估值。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而，布赖森认为，对数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领导地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘需求的共同帮助下，客户端GPU再次变得难以采购。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机会，特别是元宇宙及其图形密集型需求，已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”，英伟达的基本面也没有改善，但根据估值下调了该股的评级。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139324750","content_text":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp to Neutral from Outperform with a price target of $300, up from $220.\nThe analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.\nHe would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.\nHowever, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.\nNvidia's continued work in building out its AI software will further solidify its AI leadership.\nClient GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.\nNew opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.\nHe sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":4245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":690732503,"gmtCreate":1639707520626,"gmtModify":1640044016220,"author":{"id":"4094363652153080","authorId":"4094363652153080","name":"Erick27","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094363652153080","idStr":"4094363652153080"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>‌P/E is 17. Price to FCF is 14.25. Revenue Growth is still 20 - 25% per year. Profit Margin is healthy at 15%.In terms of asset and future growth,&nbsp;BABA has&nbsp;Alicloud is the biggest cloud provider in China, which is not yet profitable yet.Also included is 33% stake in Ant Financial (valued around $30B).It is amazing that the price keeps dropping despite the bargain here.&nbsp;TLDR: Buy when people are afraid, not when people are greedy. Long BABA for 10 years.","listText":"‌<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>‌P/E is 17. Price to FCF is 14.25. Revenue Growth is still 20 - 25% per year. Profit Margin is healthy at 15%.In terms of asset and future growth,&nbsp;BABA has&nbsp;Alicloud is the biggest cloud provider in China, which is not yet profitable yet.Also included is 33% stake in Ant Financial (valued around $30B).It is amazing that the price keeps dropping despite the bargain here.&nbsp;TLDR: Buy when people are afraid, not when people are greedy. Long BABA for 10 years.","text":"‌$Alibaba(09988)$‌P/E is 17. Price to FCF is 14.25. Revenue Growth is still 20 - 25% per year. Profit Margin is healthy at 15%.In terms of asset and future growth, BABA has Alicloud is the biggest cloud provider in China, which is not yet profitable yet.Also included is 33% stake in Ant Financial (valued around $30B).It is amazing that the price keeps dropping despite the bargain here. TLDR: Buy when people are afraid, not when people are greedy. Long BABA for 10 years.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":124,"commentSize":46,"repostSize":1,"link":"https://laohu8.com/post/690732503","isVote":1,"tweetType":1,"viewCount":5645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692148581,"gmtCreate":1640885271043,"gmtModify":1640887327599,"author":{"id":"4094363652153080","authorId":"4094363652153080","name":"Erick27","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094363652153080","idStr":"4094363652153080"},"themes":[],"htmlText":"For those who wonder what happened today, basically Chinese government said they will stimulate consumer consumption and also reduced some income taxes.https://www.benzinga.com/trading-ideas/movers/21/12/24832263/why-alibaba-shares-are-rising","listText":"For those who wonder what happened today, basically Chinese government said they will stimulate consumer consumption and also reduced some income taxes.https://www.benzinga.com/trading-ideas/movers/21/12/24832263/why-alibaba-shares-are-rising","text":"For those who wonder what happened today, basically Chinese government said they will stimulate consumer consumption and also reduced some income taxes.https://www.benzinga.com/trading-ideas/movers/21/12/24832263/why-alibaba-shares-are-rising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/692148581","repostId":"1147910736","repostType":2,"repost":{"id":"1147910736","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":1640875678,"share":"https://www.laohu8.com/m/news/1147910736?lang=zh_CN&edition=full","pubTime":"2021-12-30 22:47","market":"us","language":"en","title":"Hot Chinese ADRs Rallied in Morning Trading<blockquote>热门中国美国存托凭证早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147910736","media":"Tiger Newspress","summary":"Hot Chinese ADRs rallied in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors","content":"<p><html><head></head><body>Hot Chinese ADRs rallied in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global,Bilibili and iQIYI climed between 1% and 8%.</p><p><blockquote><html><head></head><body>热门中国美国存托凭证早盘上涨。阿里巴巴-SW、京东、拼多多、百度、网易、蔚来、小鹏汽车、理想汽车、滴滴全球、哔哩哔哩和爱奇艺涨幅在1%至8%之间。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/47255c45e62886be68ff99080f521c9a\" tg-width=\"352\" tg-height=\"790\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p></body></html></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>Hot Chinese ADRs Rallied in Morning Trading<blockquote>热门中国美国存托凭证早盘上涨</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; 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\">\nHot Chinese ADRs Rallied in Morning Trading<blockquote>热门中国美国存托凭证早盘上涨</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\">2021-12-30 22:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Hot Chinese ADRs rallied in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global,Bilibili and iQIYI climed between 1% and 8%.</p><p><blockquote><html><head></head><body>热门中国美国存托凭证早盘上涨。阿里巴巴-SW、京东、拼多多、百度、网易、蔚来、小鹏汽车、理想汽车、滴滴全球、哔哩哔哩和爱奇艺涨幅在1%至8%之间。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/47255c45e62886be68ff99080f521c9a\" tg-width=\"352\" tg-height=\"790\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","NTES":"网易","BIDU":"百度","BABA":"阿里巴巴","XPEV":"小鹏汽车","IQ":"爱奇艺","JD":"京东","NIO":"蔚来","EDU":"新东方","BEKE":"贝壳","LI":"理想汽车","RLX":"雾芯科技","DIDI":"滴滴(已退市)","BILI":"哔哩哔哩"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147910736","content_text":"Hot Chinese ADRs rallied in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global,Bilibili and iQIYI climed between 1% and 8%.","news_type":1,"symbols_score_info":{"BILI":0.9,"NIO":0.9,"JD":0.9,"XPEV":0.9,"BEKE":0.9,"EDU":0.9,"IQ":0.9,"BIDU":0.9,"LI":0.9,"RLX":0.9,"PDD":0.9,"DIDI":0.9,"NTES":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":4478,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274727372317","authorId":"3479274727372317","name":"keepcalm","avatar":"https://static.tigerbbs.com/027d03237ce8476dcc4200fb2818611d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274727372317","idStr":"3479274727372317"},"content":"If the stock price falls too much, it will go up. I am optimistic about the market performance of Chinese stocks in 2022.","text":"If the stock price falls too much, it will go up. I am optimistic about the market performance of Chinese stocks in 2022.","html":"If the stock price falls too much, it will go up. I am optimistic about the market performance of Chinese stocks in 2022."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873808003,"gmtCreate":1636902552298,"gmtModify":1636902552298,"author":{"id":"4094363652153080","authorId":"4094363652153080","name":"Erick27","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094363652153080","idStr":"4094363652153080"},"themes":[],"htmlText":"Overvalued","listText":"Overvalued","text":"Overvalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873808003","repostId":"1139324750","repostType":4,"repost":{"id":"1139324750","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":1636729318,"share":"https://www.laohu8.com/m/news/1139324750?lang=zh_CN&edition=full","pubTime":"2021-11-12 23:01","market":"us","language":"en","title":"Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139324750","media":"Tiger Newspress","summary":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp t","content":"<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价早盘下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调整为中性，目标价从220美元上调至300美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>该分析师引用了此次降级的估值，该股的交易价格是2024年股价的55倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到67倍才能证明跑赢大盘的合理性，这表明Nvidia的估值约为其2024年TAM的7倍，销售额约为25倍。相反，他必须在未来几年内将销售增长假设翻倍（从约20%增加到约40%），才能继续使用40倍的倍数来评估Nvidia的估值。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而，布赖森认为，对数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领导地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘需求的共同帮助下，客户端GPU再次变得难以采购。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机会，特别是元宇宙及其图形密集型需求，已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”，英伟达的基本面也没有改善，但根据估值下调了该股的评级。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近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\">\nNvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近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\">2021-11-12 23:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价早盘下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调整为中性，目标价从220美元上调至300美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>该分析师引用了此次降级的估值，该股的交易价格是2024年股价的55倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到67倍才能证明跑赢大盘的合理性，这表明Nvidia的估值约为其2024年TAM的7倍，销售额约为25倍。相反，他必须在未来几年内将销售增长假设翻倍（从约20%增加到约40%），才能继续使用40倍的倍数来评估Nvidia的估值。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而，布赖森认为，对数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领导地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘需求的共同帮助下，客户端GPU再次变得难以采购。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机会，特别是元宇宙及其图形密集型需求，已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”，英伟达的基本面也没有改善，但根据估值下调了该股的评级。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139324750","content_text":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp to Neutral from Outperform with a price target of $300, up from $220.\nThe analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.\nHe would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.\nHowever, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.\nNvidia's continued work in building out its AI software will further solidify its AI leadership.\nClient GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.\nNew opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.\nHe sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":4245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}