Shawrac的个人主页 - 老虎社区

Shawrac

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2023-02-08

Hmmmmmmmmm

2023-01-11

Gogogo

2022-11-17

Hmmmmm

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2022-11-16

Hmmmmm

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2022-10-25

Interesting

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2022-10-25

Hmmmm

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2022-10-20

Hmmmmmm

2022-10-05

Hmmmmmm

2022-10-05

Hmmmm

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2022-09-11

Doing well but need to do better

2022-08-31

Hmmmmmm

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2022-08-31

Mmmm

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2022-08-31

Good!

Tesla Improves Delivery Turnaround Time in China for Some Model Ys<blockquote>特斯拉缩短部分车型在华交付周转时间</blockquote>

2022-08-31

Interesting

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2022-08-31

Hmmmm

Pre-Bell｜BBBY Stock Tumbles 24%; Chewy Shares Slump 12%<blockquote>盘前|BBBY 股价暴跌 24%；Chewy 股价暴跌 12%</blockquote>

2022-08-23

Hmmmmm

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2022-08-23

Hmmmmmm

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2022-08-23

Hmmmm

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2022-08-23

Hmmmm

2022-08-21

Hmmm

Amazon Is "the Dark Horse" in Streaming As Tech Giants "Have Nothing to Lose": Analyst<blockquote>分析师：亚马逊是流媒体领域的“黑马”，科技巨头“没有什么可失去的”</blockquote>

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21:02","market":"us","language":"en","title":"Tesla Improves Delivery Turnaround Time in China for Some Model Ys<blockquote>特斯拉缩短部分车型在华交付周转时间</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171897263","media":"Seeking Alpha","summary":"Tesla is making some process in China in catching up to demand with delivery waiting times for its r","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is making some process in China in catching up to demand with delivery waiting times for its rear-wheel drive Model Ys in China shortened to a period of one week to four weeks.</p><p><blockquote><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在中国，其后轮驱动车型 Ys 在中国的交付等待时间已缩短至一周至四周，以满足需求。</body></html></blockquote></p><p>The electric vehicle maker confirmed the new expected delivery time on its Chinese website to mark the second improvement in less than a month.</p><p><blockquote>这家电动汽车制造商在其中文网站上确认了新的预计交付时间，这标志着不到一个月内的第二次改进。</blockquote></p><p>There is still a waiting period of 12 to 20 weeks for new buyers of other versions of the SUV and Model 3 sedans as Tesla (TSLA) continues to look to ramp up production and see supply chain snarls clear.</p><p><blockquote>由于特斯拉 (TSLA) 继续寻求提高产量并查看供应链混乱情况，其他版本 SUV 和 Model 3 轿车的新买家仍需等待 12 至 20 周。</blockquote></p><p>Shares of Tesla (TSLA) tacked on 0.6% in premarket trading on Wednesday to land at $279.</p><p><blockquote>特斯拉 (TSLA) 股价在周三盘前交易中上涨 0.6%，至 279 美元。</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>Tesla Improves Delivery Turnaround Time in China for Some Model Ys<blockquote>特斯拉缩短部分车型在华交付周转时间</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{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Improves Delivery Turnaround Time in China for Some Model Ys<blockquote>特斯拉缩短部分车型在华交付周转时间</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-08-31 21:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is making some process in China in catching up to demand with delivery waiting times for its rear-wheel drive Model Ys in China shortened to a period of one week to four weeks.</p><p><blockquote><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在中国，其后轮驱动车型 Ys 在中国的交付等待时间已缩短至一周至四周，以满足需求。</body></html></blockquote></p><p>The electric vehicle maker confirmed the new expected delivery time on its Chinese website to mark the second improvement in less than a month.</p><p><blockquote>这家电动汽车制造商在其中文网站上确认了新的预计交付时间，这标志着不到一个月内的第二次改进。</blockquote></p><p>There is still a waiting period of 12 to 20 weeks for new buyers of other versions of the SUV and Model 3 sedans as Tesla (TSLA) continues to look to ramp up production and see supply chain snarls clear.</p><p><blockquote>由于特斯拉 (TSLA) 继续寻求提高产量并查看供应链混乱情况，其他版本 SUV 和 Model 3 轿车的新买家仍需等待 12 至 20 周。</blockquote></p><p>Shares of Tesla (TSLA) tacked on 0.6% in premarket trading on Wednesday to land at $279.</p><p><blockquote>特斯拉 (TSLA) 股价在周三盘前交易中上涨 0.6%，至 279 美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3878893-tesla-improves-delivery-turnaround-time-in-china-for-some-model-ys\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3878893-tesla-improves-delivery-turnaround-time-in-china-for-some-model-ys","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171897263","content_text":"Tesla is making some process in China in catching up to demand with delivery waiting times for its rear-wheel drive Model Ys in China shortened to a period of one week to four weeks.The electric vehicle maker confirmed the new expected delivery time on its Chinese website to mark the second improvement in less than a month.There is still a waiting period of 12 to 20 weeks for new buyers of other versions of the SUV and Model 3 sedans as Tesla (TSLA) continues to look to ramp up production and see supply chain snarls clear.Shares of Tesla (TSLA) tacked on 0.6% in premarket trading on Wednesday to land at $279.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660777775,"gmtCreate":1661951716001,"gmtModify":1661951716963,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"title":"","htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660777775","repostId":"2263494535","repostType":4,"isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660777452,"gmtCreate":1661951666878,"gmtModify":1661951667813,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"title":"","htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660777452","repostId":"1111259872","repostType":4,"repost":{"id":"1111259872","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":1661947116,"share":"https://www.laohunote.com/m/news/1111259872?lang=zh_CN&edition=full","pubTime":"2022-08-31 19:58","market":"us","language":"en","title":"Pre-Bell｜BBBY Stock Tumbles 24%; Chewy Shares Slump 12%<blockquote>盘前|BBBY 股价暴跌 24%；Chewy 股价暴跌 12%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111259872","media":"Tiger Newspress","summary":"U.S. stock index futures edged higher on Wednesday as technology and growth stocks snapped back, whi","content":"<p><html><head></head><body>U.S. stock index futures edged higher on Wednesday as technology and growth stocks snapped back, while investors waited for private payrolls data to gauge how fast the Federal Reserve will raise interest rates to tame decades-high inflation.</p><p><blockquote><html><head></head><body>美国股指期货周三小幅走高，因科技股和成长型股反弹，而投资者则等待私人就业数据，以衡量美联储加息以抑制数十年来的高通胀的速度。</body></html></blockquote></p><p><b>Market Snapshot</b></p><p><blockquote><b>市场快照</b></blockquote></p><p>At 8:00 a.m. ET, Dow e-minis were up 7 points, or 0.02%, S&amp;P 500 e-minis were up 6.5 points, or 0.16%, and Nasdaq 100 e-minis were up 62.5 points, or 0.51%.</p><p><blockquote>美国东部时间上午 8:00，道琼斯电子迷你指数上涨 7 点，涨幅 0.02%，标普500电子迷你指数上涨 6.5 点，涨幅 0.16%，纳斯达克 100 电子迷你指数上涨 62.5 点，涨幅 0.51%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/268427c5804a99d04f1e3c0ca156885e\" tg-width=\"532\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><h2><b>Pre-Market Movers</b></h2><a href=\"https://laohu8.com/S/DBI\">Designer Brands</a> – The footwear and accessories retailer reported better-than-expected profit and revenue for its latest quarter and raised its full-year outlook. Designer Brands added 1.8% in the premarket.</p><p><blockquote><h2><b>盘前推动者</b></h2><a href=\"https://laohu8.com/S/DBI\">设计师品牌</a>– 这家鞋类和配饰零售商公布的最新季度利润和收入好于预期，并上调了全年展望。设计师品牌在盘前上涨了1.8%。</blockquote></p><p><a href=\"https://laohu8.com/S/EXPR\">Express </a> – The apparel retailer&#39;s shares slid 4.7% in premarket trading after its quarterly revenue missed estimates and it cut its full-year guidance. Express noted challenging economic conditions that worsened as the quarter progressed.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPR\">表达</a>– 这家服装零售商的季度收入低于预期并下调了全年指引，其股价在盘前交易中下跌 4.7%。Express 指出，随着本季度的进展，经济状况充满挑战，并且恶化了。</blockquote></p><p><a href=\"https://laohu8.com/S/CHWY\">Chewy </a> – Chewy slumped 12.6% in the premarket after cutting its full-year outlook. The pet products retailer reported a surprise profit for its latest quarter, but sales are lagging as prices rise and consumers focus pet spending on food and medications.</p><p><blockquote><a href=\"https://laohu8.com/S/CHWY\">耐嚼</a>– Chewy 在下调全年预期后，盘前股价下跌 12.6%。这家宠物用品零售商公布最新季度利润意外，但随着价格上涨以及消费者将宠物支出集中在食品和药品上，销售额滞后。</blockquote></p><p><a href=\"https://laohu8.com/S/HPQ\">HP Inc. </a> – HP Inc. shares tumbled 7.1% in premarket trading after quarterly earnings matched estimates and revenue missed forecasts. HP is the latest computer maker to report a slowdown in spending on electronics.</p><p><blockquote><a href=\"https://laohu8.com/S/HPQ\">惠普公司。</a>– 惠普公司股价在盘前交易中暴跌 7.1%，此前季度盈利符合预期，营收未达预期。惠普是最新一家报告电子产品支出放缓的电脑制造商。</blockquote></p><p><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike </a> – CrowdStrike reported better-than-expected quarterly profit and revenue, and the cybersecurity company also issued an upbeat forecast. CrowdStrike is seeing strong demand for cybersecurity software even in the face of a weakening economy.</p><p><blockquote><a href=\"https://laohu8.com/S/CRWD\">人群罢工</a>– CrowdStrike 公布的季度利润和收入好于预期，这家网络安全公司也发布了乐观的预测。即使面对疲软的经济，CrowdStrike也看到了对网络安全软件的强劲需求。</blockquote></p><p><a href=\"https://laohu8.com/S/SNAP\">Snap </a> – Snap tumbled 7.2% in the premarket after losing two key executives to Netflix (NFLX). Chief business officer Jeremi Gorman will become the streaming service&#39;s president of worldwide advertising, while Snap&#39;s vice president of sales for the Americas, Peter Naylor, will become Netflix&#39;s VP of ad sales. The news follows a report in The Verge Tuesday that the social media company would lay off 20% of its workforce amid a slide in digital advertising.</p><p><blockquote><a href=\"https://laohu8.com/S/SNAP\">Snap</a>– Snap在 Netflix (NFLX) 失去两名关键高管后，盘前股价下跌 7.2%。首席商务官 Jeremi Gorman 将成为该流媒体服务的全球广告总裁，而 Snap 美洲销售副总裁 Peter Naylor 将成为 Netflix 广告销售副总裁。此前，The Verge 周二报道称，由于数字广告下滑，这家社交媒体公司将裁员 20%。</blockquote></p><p><a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond </a> – Bed Bath &amp; Beyond slumped 24% in premarket action after the housewares retailer filed to sell additional common shares in the future. Bed Bath &amp; Beyond also provided an update on moves to shore up its finances, including commitments for more than $500 million in new financing.</p><p><blockquote><a href=\"https://laohu8.com/S/BBBY\">床浴及其他</a>– 家居用品零售商 Bed Bath &amp; Beyond 申请未来出售更多普通股后，该公司在盘前交易中下跌 24%。Bed Bath &amp; Beyond 还提供了支撑其财务状况的最新举措，包括承诺提供超过 5 亿美元的新融资。</blockquote></p><p><a href=\"https://laohu8.com/S/PVH\">PVH </a> – PVH cut its full-year outlook and also announced it would cut &#34;people costs&#34; by about 10% by the end of 2023. The maker of the Tommy Hilfiger and Calvin Klein apparel brands said it is facing a challenging economic environment and hopes to save more than $100 million annually through the job cuts. PVH lost 3.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/PVH\">PVH</a>– PVH 下调了全年预期，并宣布将在 2023 年底前将“人员成本”削减约 10%。Tommy Hilfiger 和 Calvin Klein 服装品牌的制造商表示，它正面临着充满挑战的经济环境，并希望通过裁员每年节省超过 1 亿美元。PVH 盘前下跌 3.7%。</blockquote></p><p><a href=\"https://laohu8.com/S/HPE\">Hewlett Packard Enterprise </a> – Hewlett Packard Enterprise posted results in line with Wall Street forecasts, even as IT business spending declines. CEO Antonio Neri told Barron&#39;s that the provider of networking equipment and services is seeing &#34;enduring demand.&#34; HPE shares rose 1.8% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/HPE\">慧与</a>– 尽管 IT 业务支出下降，但慧与公布的业绩与华尔街的预测一致。首席执行官安东尼奥·内里 (Antonio Neri) 告诉《巴伦周刊》，这家网络设备和服务提供商看到了“持久的需求”。HPE 股价在盘前交易中上涨 1.8%。</blockquote></p><p><h2><b>Market News</b></h2><h3>Grab, Singtel Join Singapore’s Digital Bank Battle Next Week</h3><a href=\"https://laohu8.com/S/GRAB\">Grab Holdings Ltd.</a> and Singapore Telecommunications Ltd. plan to roll out a banking app next week, joining tech giants in taking advantage of the country’s fintech liberalization.</p><p><blockquote><h2><b>市场新闻</b></h2><h3>Grab 和新加坡电信下周加入新加坡数字银行大战</h3><a href=\"https://laohu8.com/S/GRAB\">抓取控股有限公司</a>新加坡电信有限公司（Singapore Telecommunications Ltd.）计划下周推出一款银行应用程序，与科技巨头一起利用新加坡金融科技自由化的优势。</blockquote></p><p>Called GXS, the bank will start by offering a savings account from Sept. 5 and envisions expanding into credit products over time. It will begin by targeting younger users and the gig economy workers that underpin Grab’s car-hailing and meal delivery services, according to a statement.</p><p><blockquote>该银行名为 GXS，将从 9 月 5 日起开始提供储蓄账户，并设想随着时间的推移扩展到信贷产品。根据一份声明，它将首先瞄准年轻用户和支撑 Grab 打车和送餐服务的零工经济工作者。</blockquote></p><p><h3>NetEase Acquires France’s Quantic Dream in Gaming Expansion</h3>China’s biggest games distributor after Tencent Holdings Ltd., <a href=\"https://laohu8.com/S/NTES\">NetEase</a> is stepping up the international expansion of its gaming business to counter economic and regulatory headwinds at home. With Quantic Dream, it secures its first studio in Europe and the developer of an upcoming game in the Star Wars franchise.</p><p><blockquote><h3>网易收购法国Quantic Dream游戏扩张</h3>继腾讯控股控股有限公司之后中国最大的游戏分销商、<a href=\"https://laohu8.com/S/NTES\">网易</a>正在加快博彩业务的国际扩张，以应对国内的经济和监管阻力。通过Quantic Dream，它获得了在欧洲的第一个工作室，也是《星球大战》系列即将推出的游戏的开发商。</blockquote></p><p><h3>Visa Says U.S. Payments Volume Climbed 11% Y/Y in August</h3><a href=\"https://laohu8.com/S/V\">Visa</a> said its U.S. payments volume in August increased 11% from a year ago, even after the company suspended its operations in Russia in March 2022, and was flat with July 2022.</p><p><blockquote><h3>Visa 表示 8 月份美国支付量同比增长 11%</h3><a href=\"https://laohu8.com/S/V\">签证</a>表示，即使该公司于 2022 年 3 月暂停了在俄罗斯的业务，8 月份其美国支付量仍较去年同期增长 11%，与 2022 年 7 月持平。</blockquote></p><p></p><p>Credit payments volume increased 17% and debit volume rose 7% Y/Y, both up one point from July.</p><p><blockquote>信贷支付量同比增长17%，借记量同比增长7%，均较7月份上升1个百分点。</blockquote></p><p><h3>China&#39;s Tencent Music Entertainment Partners With Billboard</h3><a href=\"https://laohu8.com/S/TME\">Tencent Music Entertainment Group</a> inks a partnership with Billboard to highlight China&#39;s music industry and share Billboard&#39;s global content to TME&#39;s wide-ranging channels.</p><p><blockquote><h3>中国腾讯控股音乐娱乐与Billboard合作</h3><a href=\"https://laohu8.com/S/TME\">腾讯控股音乐娱乐集团</a>与Billboard合作，突出中国音乐产业，并将Billboard的全球内容分享给TME的广泛渠道。</blockquote></p><p>The partnership leverages company&#39;s leading technologies and Chinese music industry insights with Billboard&#39;s global brand authority, drawing on both domestic and international markets to promote the impact of Chinese music around the world.</p><p><blockquote>此次合作利用公司领先的技术和对中国音乐行业的洞察力，以及Billboard的全球品牌权威，利用国内和国际市场来提升中国音乐在全球的影响力。</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>Pre-Bell｜BBBY Stock Tumbles 24%; Chewy Shares Slump 12%<blockquote>盘前|BBBY 股价暴跌 24%；Chewy 股价暴跌 12%</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\">\nPre-Bell｜BBBY Stock Tumbles 24%; Chewy Shares Slump 12%<blockquote>盘前|BBBY 股价暴跌 24%；Chewy 股价暴跌 12%</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\">2022-08-31 19:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>U.S. stock index futures edged higher on Wednesday as technology and growth stocks snapped back, while investors waited for private payrolls data to gauge how fast the Federal Reserve will raise interest rates to tame decades-high inflation.</p><p><blockquote><html><head></head><body>美国股指期货周三小幅走高，因科技股和成长型股反弹，而投资者则等待私人就业数据，以衡量美联储加息以抑制数十年来的高通胀的速度。</body></html></blockquote></p><p><b>Market Snapshot</b></p><p><blockquote><b>市场快照</b></blockquote></p><p>At 8:00 a.m. ET, Dow e-minis were up 7 points, or 0.02%, S&amp;P 500 e-minis were up 6.5 points, or 0.16%, and Nasdaq 100 e-minis were up 62.5 points, or 0.51%.</p><p><blockquote>美国东部时间上午 8:00，道琼斯电子迷你指数上涨 7 点，涨幅 0.02%，标普500电子迷你指数上涨 6.5 点，涨幅 0.16%，纳斯达克 100 电子迷你指数上涨 62.5 点，涨幅 0.51%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/268427c5804a99d04f1e3c0ca156885e\" tg-width=\"532\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><h2><b>Pre-Market Movers</b></h2><a href=\"https://laohu8.com/S/DBI\">Designer Brands</a> – The footwear and accessories retailer reported better-than-expected profit and revenue for its latest quarter and raised its full-year outlook. Designer Brands added 1.8% in the premarket.</p><p><blockquote><h2><b>盘前推动者</b></h2><a href=\"https://laohu8.com/S/DBI\">设计师品牌</a>– 这家鞋类和配饰零售商公布的最新季度利润和收入好于预期，并上调了全年展望。设计师品牌在盘前上涨了1.8%。</blockquote></p><p><a href=\"https://laohu8.com/S/EXPR\">Express </a> – The apparel retailer&#39;s shares slid 4.7% in premarket trading after its quarterly revenue missed estimates and it cut its full-year guidance. Express noted challenging economic conditions that worsened as the quarter progressed.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPR\">表达</a>– 这家服装零售商的季度收入低于预期并下调了全年指引，其股价在盘前交易中下跌 4.7%。Express 指出，随着本季度的进展，经济状况充满挑战，并且恶化了。</blockquote></p><p><a href=\"https://laohu8.com/S/CHWY\">Chewy </a> – Chewy slumped 12.6% in the premarket after cutting its full-year outlook. The pet products retailer reported a surprise profit for its latest quarter, but sales are lagging as prices rise and consumers focus pet spending on food and medications.</p><p><blockquote><a href=\"https://laohu8.com/S/CHWY\">耐嚼</a>– Chewy 在下调全年预期后，盘前股价下跌 12.6%。这家宠物用品零售商公布最新季度利润意外，但随着价格上涨以及消费者将宠物支出集中在食品和药品上，销售额滞后。</blockquote></p><p><a href=\"https://laohu8.com/S/HPQ\">HP Inc. </a> – HP Inc. shares tumbled 7.1% in premarket trading after quarterly earnings matched estimates and revenue missed forecasts. HP is the latest computer maker to report a slowdown in spending on electronics.</p><p><blockquote><a href=\"https://laohu8.com/S/HPQ\">惠普公司。</a>– 惠普公司股价在盘前交易中暴跌 7.1%，此前季度盈利符合预期，营收未达预期。惠普是最新一家报告电子产品支出放缓的电脑制造商。</blockquote></p><p><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike </a> – CrowdStrike reported better-than-expected quarterly profit and revenue, and the cybersecurity company also issued an upbeat forecast. CrowdStrike is seeing strong demand for cybersecurity software even in the face of a weakening economy.</p><p><blockquote><a href=\"https://laohu8.com/S/CRWD\">人群罢工</a>– CrowdStrike 公布的季度利润和收入好于预期，这家网络安全公司也发布了乐观的预测。即使面对疲软的经济，CrowdStrike也看到了对网络安全软件的强劲需求。</blockquote></p><p><a href=\"https://laohu8.com/S/SNAP\">Snap </a> – Snap tumbled 7.2% in the premarket after losing two key executives to Netflix (NFLX). Chief business officer Jeremi Gorman will become the streaming service&#39;s president of worldwide advertising, while Snap&#39;s vice president of sales for the Americas, Peter Naylor, will become Netflix&#39;s VP of ad sales. The news follows a report in The Verge Tuesday that the social media company would lay off 20% of its workforce amid a slide in digital advertising.</p><p><blockquote><a href=\"https://laohu8.com/S/SNAP\">Snap</a>– Snap在 Netflix (NFLX) 失去两名关键高管后，盘前股价下跌 7.2%。首席商务官 Jeremi Gorman 将成为该流媒体服务的全球广告总裁，而 Snap 美洲销售副总裁 Peter Naylor 将成为 Netflix 广告销售副总裁。此前，The Verge 周二报道称，由于数字广告下滑，这家社交媒体公司将裁员 20%。</blockquote></p><p><a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond </a> – Bed Bath &amp; Beyond slumped 24% in premarket action after the housewares retailer filed to sell additional common shares in the future. Bed Bath &amp; Beyond also provided an update on moves to shore up its finances, including commitments for more than $500 million in new financing.</p><p><blockquote><a href=\"https://laohu8.com/S/BBBY\">床浴及其他</a>– 家居用品零售商 Bed Bath &amp; Beyond 申请未来出售更多普通股后，该公司在盘前交易中下跌 24%。Bed Bath &amp; Beyond 还提供了支撑其财务状况的最新举措，包括承诺提供超过 5 亿美元的新融资。</blockquote></p><p><a href=\"https://laohu8.com/S/PVH\">PVH </a> – PVH cut its full-year outlook and also announced it would cut &#34;people costs&#34; by about 10% by the end of 2023. The maker of the Tommy Hilfiger and Calvin Klein apparel brands said it is facing a challenging economic environment and hopes to save more than $100 million annually through the job cuts. PVH lost 3.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/PVH\">PVH</a>– PVH 下调了全年预期，并宣布将在 2023 年底前将“人员成本”削减约 10%。Tommy Hilfiger 和 Calvin Klein 服装品牌的制造商表示，它正面临着充满挑战的经济环境，并希望通过裁员每年节省超过 1 亿美元。PVH 盘前下跌 3.7%。</blockquote></p><p><a href=\"https://laohu8.com/S/HPE\">Hewlett Packard Enterprise </a> – Hewlett Packard Enterprise posted results in line with Wall Street forecasts, even as IT business spending declines. CEO Antonio Neri told Barron&#39;s that the provider of networking equipment and services is seeing &#34;enduring demand.&#34; HPE shares rose 1.8% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/HPE\">慧与</a>– 尽管 IT 业务支出下降，但慧与公布的业绩与华尔街的预测一致。首席执行官安东尼奥·内里 (Antonio Neri) 告诉《巴伦周刊》，这家网络设备和服务提供商看到了“持久的需求”。HPE 股价在盘前交易中上涨 1.8%。</blockquote></p><p><h2><b>Market News</b></h2><h3>Grab, Singtel Join Singapore’s Digital Bank Battle Next Week</h3><a href=\"https://laohu8.com/S/GRAB\">Grab Holdings Ltd.</a> and Singapore Telecommunications Ltd. plan to roll out a banking app next week, joining tech giants in taking advantage of the country’s fintech liberalization.</p><p><blockquote><h2><b>市场新闻</b></h2><h3>Grab 和新加坡电信下周加入新加坡数字银行大战</h3><a href=\"https://laohu8.com/S/GRAB\">抓取控股有限公司</a>新加坡电信有限公司（Singapore Telecommunications Ltd.）计划下周推出一款银行应用程序，与科技巨头一起利用新加坡金融科技自由化的优势。</blockquote></p><p>Called GXS, the bank will start by offering a savings account from Sept. 5 and envisions expanding into credit products over time. It will begin by targeting younger users and the gig economy workers that underpin Grab’s car-hailing and meal delivery services, according to a statement.</p><p><blockquote>该银行名为 GXS，将从 9 月 5 日起开始提供储蓄账户，并设想随着时间的推移扩展到信贷产品。根据一份声明，它将首先瞄准年轻用户和支撑 Grab 打车和送餐服务的零工经济工作者。</blockquote></p><p><h3>NetEase Acquires France’s Quantic Dream in Gaming Expansion</h3>China’s biggest games distributor after Tencent Holdings Ltd., <a href=\"https://laohu8.com/S/NTES\">NetEase</a> is stepping up the international expansion of its gaming business to counter economic and regulatory headwinds at home. With Quantic Dream, it secures its first studio in Europe and the developer of an upcoming game in the Star Wars franchise.</p><p><blockquote><h3>网易收购法国Quantic Dream游戏扩张</h3>继腾讯控股控股有限公司之后中国最大的游戏分销商、<a href=\"https://laohu8.com/S/NTES\">网易</a>正在加快博彩业务的国际扩张，以应对国内的经济和监管阻力。通过Quantic Dream，它获得了在欧洲的第一个工作室，也是《星球大战》系列即将推出的游戏的开发商。</blockquote></p><p><h3>Visa Says U.S. Payments Volume Climbed 11% Y/Y in August</h3><a href=\"https://laohu8.com/S/V\">Visa</a> said its U.S. payments volume in August increased 11% from a year ago, even after the company suspended its operations in Russia in March 2022, and was flat with July 2022.</p><p><blockquote><h3>Visa 表示 8 月份美国支付量同比增长 11%</h3><a href=\"https://laohu8.com/S/V\">签证</a>表示，即使该公司于 2022 年 3 月暂停了在俄罗斯的业务，8 月份其美国支付量仍较去年同期增长 11%，与 2022 年 7 月持平。</blockquote></p><p></p><p>Credit payments volume increased 17% and debit volume rose 7% Y/Y, both up one point from July.</p><p><blockquote>信贷支付量同比增长17%，借记量同比增长7%，均较7月份上升1个百分点。</blockquote></p><p><h3>China&#39;s Tencent Music Entertainment Partners With Billboard</h3><a href=\"https://laohu8.com/S/TME\">Tencent Music Entertainment Group</a> inks a partnership with Billboard to highlight China&#39;s music industry and share Billboard&#39;s global content to TME&#39;s wide-ranging channels.</p><p><blockquote><h3>中国腾讯控股音乐娱乐与Billboard合作</h3><a href=\"https://laohu8.com/S/TME\">腾讯控股音乐娱乐集团</a>与Billboard合作，突出中国音乐产业，并将Billboard的全球内容分享给TME的广泛渠道。</blockquote></p><p>The partnership leverages company&#39;s leading technologies and Chinese music industry insights with Billboard&#39;s global brand authority, drawing on both domestic and international markets to promote the impact of Chinese music around the world.</p><p><blockquote>此次合作利用公司领先的技术和对中国音乐行业的洞察力，以及Billboard的全球品牌权威，利用国内和国际市场来提升中国音乐在全球的影响力。</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":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111259872","content_text":"U.S. stock index futures edged higher on Wednesday as technology and growth stocks snapped back, while investors waited for private payrolls data to gauge how fast the Federal Reserve will raise interest rates to tame decades-high inflation.Market SnapshotAt 8:00 a.m. ET, Dow e-minis were up 7 points, or 0.02%, S&P 500 e-minis were up 6.5 points, or 0.16%, and Nasdaq 100 e-minis were up 62.5 points, or 0.51%.Pre-Market MoversDesigner Brands – The footwear and accessories retailer reported better-than-expected profit and revenue for its latest quarter and raised its full-year outlook. Designer Brands added 1.8% in the premarket.Express  – The apparel retailer's shares slid 4.7% in premarket trading after its quarterly revenue missed estimates and it cut its full-year guidance. Express noted challenging economic conditions that worsened as the quarter progressed.Chewy  – Chewy slumped 12.6% in the premarket after cutting its full-year outlook. The pet products retailer reported a surprise profit for its latest quarter, but sales are lagging as prices rise and consumers focus pet spending on food and medications.HP Inc.  – HP Inc. shares tumbled 7.1% in premarket trading after quarterly earnings matched estimates and revenue missed forecasts. HP is the latest computer maker to report a slowdown in spending on electronics.CrowdStrike  – CrowdStrike reported better-than-expected quarterly profit and revenue, and the cybersecurity company also issued an upbeat forecast. CrowdStrike is seeing strong demand for cybersecurity software even in the face of a weakening economy.Snap  – Snap tumbled 7.2% in the premarket after losing two key executives to Netflix (NFLX). Chief business officer Jeremi Gorman will become the streaming service's president of worldwide advertising, while Snap's vice president of sales for the Americas, Peter Naylor, will become Netflix's VP of ad sales. The news follows a report in The Verge Tuesday that the social media company would lay off 20% of its workforce amid a slide in digital advertising.Bed Bath & Beyond  – Bed Bath & Beyond slumped 24% in premarket action after the housewares retailer filed to sell additional common shares in the future. Bed Bath & Beyond also provided an update on moves to shore up its finances, including commitments for more than $500 million in new financing.PVH  – PVH cut its full-year outlook and also announced it would cut \"people costs\" by about 10% by the end of 2023. The maker of the Tommy Hilfiger and Calvin Klein apparel brands said it is facing a challenging economic environment and hopes to save more than $100 million annually through the job cuts. PVH lost 3.7% in the premarket.Hewlett Packard Enterprise  – Hewlett Packard Enterprise posted results in line with Wall Street forecasts, even as IT business spending declines. CEO Antonio Neri told Barron's that the provider of networking equipment and services is seeing \"enduring demand.\" HPE shares rose 1.8% in premarket trading.Market NewsGrab, Singtel Join Singapore’s Digital Bank Battle Next WeekGrab Holdings Ltd. and Singapore Telecommunications Ltd. plan to roll out a banking app next week, joining tech giants in taking advantage of the country’s fintech liberalization.Called GXS, the bank will start by offering a savings account from Sept. 5 and envisions expanding into credit products over time. It will begin by targeting younger users and the gig economy workers that underpin Grab’s car-hailing and meal delivery services, according to a statement.NetEase Acquires France’s Quantic Dream in Gaming ExpansionChina’s biggest games distributor after Tencent Holdings Ltd., NetEase is stepping up the international expansion of its gaming business to counter economic and regulatory headwinds at home. With Quantic Dream, it secures its first studio in Europe and the developer of an upcoming game in the Star Wars franchise.Visa Says U.S. Payments Volume Climbed 11% Y/Y in AugustVisa said its U.S. payments volume in August increased 11% from a year ago, even after the company suspended its operations in Russia in March 2022, and was flat with July 2022.Credit payments volume increased 17% and debit volume rose 7% Y/Y, both up one point from July.China's Tencent Music Entertainment Partners With BillboardTencent Music Entertainment Group inks a partnership with Billboard to highlight China's music industry and share Billboard's global content to TME's wide-ranging channels.The partnership leverages company's leading technologies and Chinese music industry insights with Billboard's global brand authority, drawing on both domestic and international markets to promote the impact of Chinese music around the 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08:48","market":"us","language":"en","title":"Amazon Is \"the Dark Horse\" in Streaming As Tech Giants \"Have Nothing to Lose\": Analyst<blockquote>分析师：亚马逊是流媒体领域的“黑马”，科技巨头“没有什么可失去的”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2260353209","media":"Yahoo Finance","summary":"The streaming wars have intensified with retail giant Walmart (WMT) officially partnering with Param","content":"<p><html><head></head><body>The streaming wars have intensified with retail giant Walmart (WMT) officially partnering with Paramount Global (PARA), while YouTube TV (GOOGL) is reportedly set to launch an online channel store to compete with the likes of Roku (ROKU), Amazon (AMZN), and Apple (AAPL).</p><p><blockquote><html><head></head><body>随着零售巨头沃尔玛（WMT）正式与派拉蒙全球（PARA）合作，流媒体大战愈演愈烈，而据报道，YouTube TV（GOOGL）将推出在线频道商店，与Roku（Roku）、亚马逊（AMZN）和苹果（AAPL）等公司竞争。</body></html></blockquote></p><p>But with so much competition and a plethora of new strategies peppering the landscape, one platform is standing out to analysts: Amazon Prime Video.</p><p><blockquote>但在如此激烈的竞争和过多的新策略中，有一个平台在分析师眼中脱颖而出：亚马逊Prime Video。</blockquote></p><p>&#34;From a growth perspective, I actually think Amazon can really be the dark horse,&#34; Geetha Ranganathan, Bloomberg Intelligence senior media analyst, told Yahoo Finance.</p><p><blockquote>“从增长的角度来看，我实际上认为亚马逊确实可以成为黑马，”彭博情报高级媒体分析师吉塔·兰加纳坦 (Geetha Ranganathan) 告诉雅虎财经。</blockquote></p><p>She added the service &#34;can do a lot of damage,&#34; citing its exclusive 15-game &#34;Thursday Night Football&#34; package. The 11-year agreement with the NFL will cost the company a reported $1 billion per year.</p><p><blockquote>她补充说，这项服务“可能会造成很大的损害”，并引用了其独家的15场“周四晚上足球”套餐。据报道，与 NFL 签订的 11 年协议每年将花费该公司 10 亿美元。</blockquote></p><p>The analyst also called out the platform&#39;s highly-anticipated &#34;The Lord of the Rings: The Rings of Power&#34; series, which will roll out eight episodes beginning in early September.</p><p><blockquote>这位分析师还提到了该平台备受期待的“指环王：力量之戒”系列，该系列将于9月初开始推出八集。</blockquote></p><p>According to Variety, Amazon plans to spend $465 million to produce the <i>first</i> season of the upcoming show. For context, Peter Jackson’s entire &#34;Lord of the Rings&#34; movie trilogy cost $281 million.</p><p><blockquote>据 Variety 报道，亚马逊计划斥资 4.65 亿美元生产<i>第一</i>即将到来的节目的一季。彼得-杰克逊的整个 “指环王 ”电影三部曲耗资 2.81 亿美元。</blockquote></p><p>&#34;Money is no object for Amazon,&#34; Ranganathan stated, adding the tech giant is &#34;happy to be a loss leader&#34; in streaming as it focuses on &#34;the long game.&#34;</p><p><blockquote>Ranganathan 表示：“金钱对亚马逊来说不是问题。”他补充说，这家科技巨头“很高兴成为流媒体领域的亏损领导者”，因为它专注于“长期游戏”。</blockquote></p><p>As the streamer looks to expand, a new report from The Wall Street Journal notes Amazon is meeting with top Hollywood movie executives to beef up its film division.</p><p><blockquote>随着流媒体寻求扩张，《华尔街日报》的一份新报告指出，亚马逊正在与好莱坞电影高管会面，以加强其电影部门。</blockquote></p><p>Amazon Studios has reportedly held conversations with Netflix&#39;s film head, Scott Stuber. The company also held discussions with former Paramount Pictures executive Emma Watts.</p><p><blockquote>据报道，亚马逊工作室已经与网飞的电影负责人斯科特·斯图伯进行了对话。该公司还与派拉蒙影业前高管艾玛·沃茨进行了讨论。</blockquote></p><p><h2><b>&#39;Tech giants have nothing to lose&#39; </b></h2>Ranganathan reiterated that both Amazon&#39;s and Apple&#39;s entrance into the streaming wars &#34;has made the competition so much more intense.&#34;</p><p><blockquote><h2><b>“科技巨头没有什么可失去的”</b></h2>Ranganathan 重申，亚马逊和苹果加入流媒体大战“使竞争更加激烈”。</blockquote></p><p>&#34;The big risk for the established media companies is that they have a model that they have to prove to investors, and ensure that they are getting returns on investments.&#34;</p><p><blockquote>“对于老牌媒体公司来说，最大的风险是他们有一个必须向投资者证明的模式，并确保他们获得投资回报。”</blockquote></p><p>&#34;That becomes almost burdensome for them,&#34; the analyst explained.</p><p><blockquote>“这对他们来说几乎成了负担，”分析师解释道。</blockquote></p><p>Conversely, &#34;tech giants have nothing to lose&#34; due to other services &#34;keeping people in their ecosystem.&#34;</p><p><blockquote>相反，由于其他服务“将人们留在他们的生态系统中”，“科技巨头没有什么可失去的”。</blockquote></p><p>Streaming is &#34;more of an aggregator-slash-ecosystem play for a company like Amazon or Apple,&#34; she continued, emphasizing it as add-on service to increase the stickiness on the respective platform.</p><p><blockquote>她继续说道，流媒体“对于亚马逊或苹果这样的公司来说，更像是一种聚合器-斜杠-生态系统游戏”，并强调它是一项附加服务，以增加各自平台的粘性。</blockquote></p><p>Cowen media analyst Doug Cruetz agreed, noting, &#34;Amazon and Apple have a lot of businesses and a lot of people on their platform — the economics compared to other players are totally different.&#34;</p><p><blockquote>Cowen media 分析师 Doug Cruetz 对此表示同意，并指出：“亚马逊和苹果的平台上有很多企业和很多人——与其他参与者相比，其经济效益完全不同。”</blockquote></p><p>He added, &#34;If Apple loses money on its streaming product but fills a lot more iPhones, that&#39;s okay.&#34;</p><p><blockquote>他补充道：“如果苹果在流媒体产品上亏损，但填充了更多 iPhone，那也没关系。”</blockquote></p><p>&#34;Same with Amazon. It&#39;s fine losing money on video since streaming is really just a pure cost center to them because they&#39;re not monetizing it directly.&#34;</p><p><blockquote>“亚马逊也是如此。在视频上亏损没关系，因为流媒体对他们来说实际上只是一个纯粹的成本中心，因为他们不会直接将其货币化。”</blockquote></p><p>Still, Amazon has packed on the hits in recent months with season 3 of &#34;The Boys&#34; and Chris Pratt&#39;s newly released &#34;The Terminal List&#34; surging in popularity.</p><p><blockquote>尽管如此，近几个月来，随着《男孩》第三季和克里斯·帕拉特新发布的《终端名单》越来越受欢迎，亚马逊还是大受欢迎。</blockquote></p><p>According to Nielsen, &#34;The Terminal List&#34; (despite weak critic reviews) racked up an impressive 1.6 billion minutes of streaming during the July 4 to July 10 viewing window, after premiering on July 1.</p><p><blockquote>根据尼尔森的数据，《终端列表》（尽管评论家评论不佳）在7月1日首播后，在7月4日至7月10日的观看窗口期间积累了令人印象深刻的16亿分钟的流媒体播放时间。</blockquote></p><p>The military thriller came in second only behind &#34;Stranger Things,&#39;&#34; which secured 4.8 billion minutes over that same time period.</p><p><blockquote>这部军事惊悚片排名第二，仅次于《怪奇物语》，后者在同一时期获得了48亿分钟的播放时间。</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; 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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\">\nAmazon Is \"the Dark Horse\" in Streaming As Tech Giants \"Have Nothing to Lose\": Analyst<blockquote>分析师：亚马逊是流媒体领域的“黑马”，科技巨头“没有什么可失去的”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2022-08-21 08:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The streaming wars have intensified with retail giant Walmart (WMT) officially partnering with Paramount Global (PARA), while YouTube TV (GOOGL) is reportedly set to launch an online channel store to compete with the likes of Roku (ROKU), Amazon (AMZN), and Apple (AAPL).</p><p><blockquote><html><head></head><body>随着零售巨头沃尔玛（WMT）正式与派拉蒙全球（PARA）合作，流媒体大战愈演愈烈，而据报道，YouTube TV（GOOGL）将推出在线频道商店，与Roku（Roku）、亚马逊（AMZN）和苹果（AAPL）等公司竞争。</body></html></blockquote></p><p>But with so much competition and a plethora of new strategies peppering the landscape, one platform is standing out to analysts: Amazon Prime Video.</p><p><blockquote>但在如此激烈的竞争和过多的新策略中，有一个平台在分析师眼中脱颖而出：亚马逊Prime Video。</blockquote></p><p>&#34;From a growth perspective, I actually think Amazon can really be the dark horse,&#34; Geetha Ranganathan, Bloomberg Intelligence senior media analyst, told Yahoo Finance.</p><p><blockquote>“从增长的角度来看，我实际上认为亚马逊确实可以成为黑马，”彭博情报高级媒体分析师吉塔·兰加纳坦 (Geetha Ranganathan) 告诉雅虎财经。</blockquote></p><p>She added the service &#34;can do a lot of damage,&#34; citing its exclusive 15-game &#34;Thursday Night Football&#34; package. The 11-year agreement with the NFL will cost the company a reported $1 billion per year.</p><p><blockquote>她补充说，这项服务“可能会造成很大的损害”，并引用了其独家的15场“周四晚上足球”套餐。据报道，与 NFL 签订的 11 年协议每年将花费该公司 10 亿美元。</blockquote></p><p>The analyst also called out the platform&#39;s highly-anticipated &#34;The Lord of the Rings: The Rings of Power&#34; series, which will roll out eight episodes beginning in early September.</p><p><blockquote>这位分析师还提到了该平台备受期待的“指环王：力量之戒”系列，该系列将于9月初开始推出八集。</blockquote></p><p>According to Variety, Amazon plans to spend $465 million to produce the <i>first</i> season of the upcoming show. For context, Peter Jackson’s entire &#34;Lord of the Rings&#34; movie trilogy cost $281 million.</p><p><blockquote>据 Variety 报道，亚马逊计划斥资 4.65 亿美元生产<i>第一</i>即将到来的节目的一季。彼得-杰克逊的整个 “指环王 ”电影三部曲耗资 2.81 亿美元。</blockquote></p><p>&#34;Money is no object for Amazon,&#34; Ranganathan stated, adding the tech giant is &#34;happy to be a loss leader&#34; in streaming as it focuses on &#34;the long game.&#34;</p><p><blockquote>Ranganathan 表示：“金钱对亚马逊来说不是问题。”他补充说，这家科技巨头“很高兴成为流媒体领域的亏损领导者”，因为它专注于“长期游戏”。</blockquote></p><p>As the streamer looks to expand, a new report from The Wall Street Journal notes Amazon is meeting with top Hollywood movie executives to beef up its film division.</p><p><blockquote>随着流媒体寻求扩张，《华尔街日报》的一份新报告指出，亚马逊正在与好莱坞电影高管会面，以加强其电影部门。</blockquote></p><p>Amazon Studios has reportedly held conversations with Netflix&#39;s film head, Scott Stuber. The company also held discussions with former Paramount Pictures executive Emma Watts.</p><p><blockquote>据报道，亚马逊工作室已经与网飞的电影负责人斯科特·斯图伯进行了对话。该公司还与派拉蒙影业前高管艾玛·沃茨进行了讨论。</blockquote></p><p><h2><b>&#39;Tech giants have nothing to lose&#39; </b></h2>Ranganathan reiterated that both Amazon&#39;s and Apple&#39;s entrance into the streaming wars &#34;has made the competition so much more intense.&#34;</p><p><blockquote><h2><b>“科技巨头没有什么可失去的”</b></h2>Ranganathan 重申，亚马逊和苹果加入流媒体大战“使竞争更加激烈”。</blockquote></p><p>&#34;The big risk for the established media companies is that they have a model that they have to prove to investors, and ensure that they are getting returns on investments.&#34;</p><p><blockquote>“对于老牌媒体公司来说，最大的风险是他们有一个必须向投资者证明的模式，并确保他们获得投资回报。”</blockquote></p><p>&#34;That becomes almost burdensome for them,&#34; the analyst explained.</p><p><blockquote>“这对他们来说几乎成了负担，”分析师解释道。</blockquote></p><p>Conversely, &#34;tech giants have nothing to lose&#34; due to other services &#34;keeping people in their ecosystem.&#34;</p><p><blockquote>相反，由于其他服务“将人们留在他们的生态系统中”，“科技巨头没有什么可失去的”。</blockquote></p><p>Streaming is &#34;more of an aggregator-slash-ecosystem play for a company like Amazon or Apple,&#34; she continued, emphasizing it as add-on service to increase the stickiness on the respective platform.</p><p><blockquote>她继续说道，流媒体“对于亚马逊或苹果这样的公司来说，更像是一种聚合器-斜杠-生态系统游戏”，并强调它是一项附加服务，以增加各自平台的粘性。</blockquote></p><p>Cowen media analyst Doug Cruetz agreed, noting, &#34;Amazon and Apple have a lot of businesses and a lot of people on their platform — the economics compared to other players are totally different.&#34;</p><p><blockquote>Cowen media 分析师 Doug Cruetz 对此表示同意，并指出：“亚马逊和苹果的平台上有很多企业和很多人——与其他参与者相比，其经济效益完全不同。”</blockquote></p><p>He added, &#34;If Apple loses money on its streaming product but fills a lot more iPhones, that&#39;s okay.&#34;</p><p><blockquote>他补充道：“如果苹果在流媒体产品上亏损，但填充了更多 iPhone，那也没关系。”</blockquote></p><p>&#34;Same with Amazon. It&#39;s fine losing money on video since streaming is really just a pure cost center to them because they&#39;re not monetizing it directly.&#34;</p><p><blockquote>“亚马逊也是如此。在视频上亏损没关系，因为流媒体对他们来说实际上只是一个纯粹的成本中心，因为他们不会直接将其货币化。”</blockquote></p><p>Still, Amazon has packed on the hits in recent months with season 3 of &#34;The Boys&#34; and Chris Pratt&#39;s newly released &#34;The Terminal List&#34; surging in popularity.</p><p><blockquote>尽管如此，近几个月来，随着《男孩》第三季和克里斯·帕拉特新发布的《终端名单》越来越受欢迎，亚马逊还是大受欢迎。</blockquote></p><p>According to Nielsen, &#34;The Terminal List&#34; (despite weak critic reviews) racked up an impressive 1.6 billion minutes of streaming during the July 4 to July 10 viewing window, after premiering on July 1.</p><p><blockquote>根据尼尔森的数据，《终端列表》（尽管评论家评论不佳）在7月1日首播后，在7月4日至7月10日的观看窗口期间积累了令人印象深刻的16亿分钟的流媒体播放时间。</blockquote></p><p>The military thriller came in second only behind &#34;Stranger Things,&#39;&#34; which secured 4.8 billion minutes over that same time period.</p><p><blockquote>这部军事惊悚片排名第二，仅次于《怪奇物语》，后者在同一时期获得了48亿分钟的播放时间。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/amazon-is-the-dark-horse-in-streaming-tech-giants-have-nothing-to-lose-says-analyst-161427281.html\">Yahoo Finance</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":{"AMZN":"亚马逊"},"source_url":"https://finance.yahoo.com/news/amazon-is-the-dark-horse-in-streaming-tech-giants-have-nothing-to-lose-says-analyst-161427281.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260353209","content_text":"The streaming wars have intensified with retail giant Walmart (WMT) officially partnering with Paramount Global (PARA), while YouTube TV (GOOGL) is reportedly set to launch an online channel store to compete with the likes of Roku (ROKU), Amazon (AMZN), and Apple (AAPL).But with so much competition and a plethora of new strategies peppering the landscape, one platform is standing out to analysts: Amazon Prime Video.\"From a growth perspective, I actually think Amazon can really be the dark horse,\" Geetha Ranganathan, Bloomberg Intelligence senior media analyst, told Yahoo Finance.She added the service \"can do a lot of damage,\" citing its exclusive 15-game \"Thursday Night Football\" package. The 11-year agreement with the NFL will cost the company a reported $1 billion per year.The analyst also called out the platform's highly-anticipated \"The Lord of the Rings: The Rings of Power\" series, which will roll out eight episodes beginning in early September.According to Variety, Amazon plans to spend $465 million to produce the first season of the upcoming show. For context, Peter Jackson’s entire \"Lord of the Rings\" movie trilogy cost $281 million.\"Money is no object for Amazon,\" Ranganathan stated, adding the tech giant is \"happy to be a loss leader\" in streaming as it focuses on \"the long game.\"As the streamer looks to expand, a new report from The Wall Street Journal notes Amazon is meeting with top Hollywood movie executives to beef up its film division.Amazon Studios has reportedly held conversations with Netflix's film head, Scott Stuber. The company also held discussions with former Paramount Pictures executive Emma Watts.'Tech giants have nothing to lose' Ranganathan reiterated that both Amazon's and Apple's entrance into the streaming wars \"has made the competition so much more intense.\"\"The big risk for the established media companies is that they have a model that they have to prove to investors, and ensure that they are getting returns on investments.\"\"That becomes almost burdensome for them,\" the analyst explained.Conversely, \"tech giants have nothing to lose\" due to other services \"keeping people in their ecosystem.\"Streaming is \"more of an aggregator-slash-ecosystem play for a company like Amazon or Apple,\" she continued, emphasizing it as add-on service to increase the stickiness on the respective platform.Cowen media analyst Doug Cruetz agreed, noting, \"Amazon and Apple have a lot of businesses and a lot of people on their platform — the economics compared to other players are totally different.\"He added, \"If Apple loses money on its streaming product but fills a lot more iPhones, that's okay.\"\"Same with Amazon. It's fine losing money on video since streaming is really just a pure cost center to them because they're not monetizing it directly.\"Still, Amazon has packed on the hits in recent months with season 3 of \"The Boys\" and Chris Pratt's newly released \"The Terminal List\" surging in popularity.According to Nielsen, \"The Terminal List\" (despite weak critic reviews) racked up an impressive 1.6 billion minutes of streaming during the July 4 to July 10 viewing window, after premiering on July 1.The military thriller came in second only behind \"Stranger Things,'\" which secured 4.8 billion minutes over that same time period.","news_type":1,"symbols_score_info":{"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":1473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":667880531,"gmtCreate":1668690322523,"gmtModify":1668690324151,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"title":"","htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/667880531","repostId":"1126670970","repostType":4,"isVote":1,"tweetType":1,"viewCount":3468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":618326620,"gmtCreate":1650876885960,"gmtModify":1650877300451,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"title":"","htmlText":"See like a good plan?","listText":"See like a good plan?","text":"See like a good plan?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/618326620","repostId":"2229070197","repostType":4,"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687765798,"gmtCreate":1661267651817,"gmtModify":1661267652989,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"title":"","htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/687765798","repostId":"1167694777","repostType":4,"isVote":1,"tweetType":1,"viewCount":1862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687263690,"gmtCreate":1661078167714,"gmtModify":1661078168603,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"title":"","htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/687263690","repostId":"2260353209","repostType":4,"repost":{"id":"2260353209","kind":"highlight","pubTimestamp":1661042935,"share":"https://www.laohunote.com/m/news/2260353209?lang=zh_CN&edition=full","pubTime":"2022-08-21 08:48","market":"us","language":"en","title":"Amazon Is \"the Dark Horse\" in Streaming As Tech Giants \"Have Nothing to Lose\": Analyst<blockquote>分析师：亚马逊是流媒体领域的“黑马”，科技巨头“没有什么可失去的”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2260353209","media":"Yahoo Finance","summary":"The streaming wars have intensified with retail giant Walmart (WMT) officially partnering with Param","content":"<p><html><head></head><body>The streaming wars have intensified with retail giant Walmart (WMT) officially partnering with Paramount Global (PARA), while YouTube TV (GOOGL) is reportedly set to launch an online channel store to compete with the likes of Roku (ROKU), Amazon (AMZN), and Apple (AAPL).</p><p><blockquote><html><head></head><body>随着零售巨头沃尔玛（WMT）正式与派拉蒙全球（PARA）合作，流媒体大战愈演愈烈，而据报道，YouTube TV（GOOGL）将推出在线频道商店，与Roku（Roku）、亚马逊（AMZN）和苹果（AAPL）等公司竞争。</body></html></blockquote></p><p>But with so much competition and a plethora of new strategies peppering the landscape, one platform is standing out to analysts: Amazon Prime Video.</p><p><blockquote>但在如此激烈的竞争和过多的新策略中，有一个平台在分析师眼中脱颖而出：亚马逊Prime Video。</blockquote></p><p>&#34;From a growth perspective, I actually think Amazon can really be the dark horse,&#34; Geetha Ranganathan, Bloomberg Intelligence senior media analyst, told Yahoo Finance.</p><p><blockquote>“从增长的角度来看，我实际上认为亚马逊确实可以成为黑马，”彭博情报高级媒体分析师吉塔·兰加纳坦 (Geetha Ranganathan) 告诉雅虎财经。</blockquote></p><p>She added the service &#34;can do a lot of damage,&#34; citing its exclusive 15-game &#34;Thursday Night Football&#34; package. The 11-year agreement with the NFL will cost the company a reported $1 billion per year.</p><p><blockquote>她补充说，这项服务“可能会造成很大的损害”，并引用了其独家的15场“周四晚上足球”套餐。据报道，与 NFL 签订的 11 年协议每年将花费该公司 10 亿美元。</blockquote></p><p>The analyst also called out the platform&#39;s highly-anticipated &#34;The Lord of the Rings: The Rings of Power&#34; series, which will roll out eight episodes beginning in early September.</p><p><blockquote>这位分析师还提到了该平台备受期待的“指环王：力量之戒”系列，该系列将于9月初开始推出八集。</blockquote></p><p>According to Variety, Amazon plans to spend $465 million to produce the <i>first</i> season of the upcoming show. For context, Peter Jackson’s entire &#34;Lord of the Rings&#34; movie trilogy cost $281 million.</p><p><blockquote>据 Variety 报道，亚马逊计划斥资 4.65 亿美元生产<i>第一</i>即将到来的节目的一季。彼得-杰克逊的整个 “指环王 ”电影三部曲耗资 2.81 亿美元。</blockquote></p><p>&#34;Money is no object for Amazon,&#34; Ranganathan stated, adding the tech giant is &#34;happy to be a loss leader&#34; in streaming as it focuses on &#34;the long game.&#34;</p><p><blockquote>Ranganathan 表示：“金钱对亚马逊来说不是问题。”他补充说，这家科技巨头“很高兴成为流媒体领域的亏损领导者”，因为它专注于“长期游戏”。</blockquote></p><p>As the streamer looks to expand, a new report from The Wall Street Journal notes Amazon is meeting with top Hollywood movie executives to beef up its film division.</p><p><blockquote>随着流媒体寻求扩张，《华尔街日报》的一份新报告指出，亚马逊正在与好莱坞电影高管会面，以加强其电影部门。</blockquote></p><p>Amazon Studios has reportedly held conversations with Netflix&#39;s film head, Scott Stuber. The company also held discussions with former Paramount Pictures executive Emma Watts.</p><p><blockquote>据报道，亚马逊工作室已经与网飞的电影负责人斯科特·斯图伯进行了对话。该公司还与派拉蒙影业前高管艾玛·沃茨进行了讨论。</blockquote></p><p><h2><b>&#39;Tech giants have nothing to lose&#39; </b></h2>Ranganathan reiterated that both Amazon&#39;s and Apple&#39;s entrance into the streaming wars &#34;has made the competition so much more intense.&#34;</p><p><blockquote><h2><b>“科技巨头没有什么可失去的”</b></h2>Ranganathan 重申，亚马逊和苹果加入流媒体大战“使竞争更加激烈”。</blockquote></p><p>&#34;The big risk for the established media companies is that they have a model that they have to prove to investors, and ensure that they are getting returns on investments.&#34;</p><p><blockquote>“对于老牌媒体公司来说，最大的风险是他们有一个必须向投资者证明的模式，并确保他们获得投资回报。”</blockquote></p><p>&#34;That becomes almost burdensome for them,&#34; the analyst explained.</p><p><blockquote>“这对他们来说几乎成了负担，”分析师解释道。</blockquote></p><p>Conversely, &#34;tech giants have nothing to lose&#34; due to other services &#34;keeping people in their ecosystem.&#34;</p><p><blockquote>相反，由于其他服务“将人们留在他们的生态系统中”，“科技巨头没有什么可失去的”。</blockquote></p><p>Streaming is &#34;more of an aggregator-slash-ecosystem play for a company like Amazon or Apple,&#34; she continued, emphasizing it as add-on service to increase the stickiness on the respective platform.</p><p><blockquote>她继续说道，流媒体“对于亚马逊或苹果这样的公司来说，更像是一种聚合器-斜杠-生态系统游戏”，并强调它是一项附加服务，以增加各自平台的粘性。</blockquote></p><p>Cowen media analyst Doug Cruetz agreed, noting, &#34;Amazon and Apple have a lot of businesses and a lot of people on their platform — the economics compared to other players are totally different.&#34;</p><p><blockquote>Cowen media 分析师 Doug Cruetz 对此表示同意，并指出：“亚马逊和苹果的平台上有很多企业和很多人——与其他参与者相比，其经济效益完全不同。”</blockquote></p><p>He added, &#34;If Apple loses money on its streaming product but fills a lot more iPhones, that&#39;s okay.&#34;</p><p><blockquote>他补充道：“如果苹果在流媒体产品上亏损，但填充了更多 iPhone，那也没关系。”</blockquote></p><p>&#34;Same with Amazon. It&#39;s fine losing money on video since streaming is really just a pure cost center to them because they&#39;re not monetizing it directly.&#34;</p><p><blockquote>“亚马逊也是如此。在视频上亏损没关系，因为流媒体对他们来说实际上只是一个纯粹的成本中心，因为他们不会直接将其货币化。”</blockquote></p><p>Still, Amazon has packed on the hits in recent months with season 3 of &#34;The Boys&#34; and Chris Pratt&#39;s newly released &#34;The Terminal List&#34; surging in popularity.</p><p><blockquote>尽管如此，近几个月来，随着《男孩》第三季和克里斯·帕拉特新发布的《终端名单》越来越受欢迎，亚马逊还是大受欢迎。</blockquote></p><p>According to Nielsen, &#34;The Terminal List&#34; (despite weak critic reviews) racked up an impressive 1.6 billion minutes of streaming during the July 4 to July 10 viewing window, after premiering on July 1.</p><p><blockquote>根据尼尔森的数据，《终端列表》（尽管评论家评论不佳）在7月1日首播后，在7月4日至7月10日的观看窗口期间积累了令人印象深刻的16亿分钟的流媒体播放时间。</blockquote></p><p>The military thriller came in second only behind &#34;Stranger Things,&#39;&#34; which secured 4.8 billion minutes over that same time period.</p><p><blockquote>这部军事惊悚片排名第二，仅次于《怪奇物语》，后者在同一时期获得了48亿分钟的播放时间。</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>Amazon Is \"the Dark Horse\" in Streaming As Tech Giants \"Have Nothing to Lose\": Analyst<blockquote>分析师：亚马逊是流媒体领域的“黑马”，科技巨头“没有什么可失去的”</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; 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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\">\nAmazon Is \"the Dark Horse\" in Streaming As Tech Giants \"Have Nothing to Lose\": Analyst<blockquote>分析师：亚马逊是流媒体领域的“黑马”，科技巨头“没有什么可失去的”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2022-08-21 08:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The streaming wars have intensified with retail giant Walmart (WMT) officially partnering with Paramount Global (PARA), while YouTube TV (GOOGL) is reportedly set to launch an online channel store to compete with the likes of Roku (ROKU), Amazon (AMZN), and Apple (AAPL).</p><p><blockquote><html><head></head><body>随着零售巨头沃尔玛（WMT）正式与派拉蒙全球（PARA）合作，流媒体大战愈演愈烈，而据报道，YouTube TV（GOOGL）将推出在线频道商店，与Roku（Roku）、亚马逊（AMZN）和苹果（AAPL）等公司竞争。</body></html></blockquote></p><p>But with so much competition and a plethora of new strategies peppering the landscape, one platform is standing out to analysts: Amazon Prime Video.</p><p><blockquote>但在如此激烈的竞争和过多的新策略中，有一个平台在分析师眼中脱颖而出：亚马逊Prime Video。</blockquote></p><p>&#34;From a growth perspective, I actually think Amazon can really be the dark horse,&#34; Geetha Ranganathan, Bloomberg Intelligence senior media analyst, told Yahoo Finance.</p><p><blockquote>“从增长的角度来看，我实际上认为亚马逊确实可以成为黑马，”彭博情报高级媒体分析师吉塔·兰加纳坦 (Geetha Ranganathan) 告诉雅虎财经。</blockquote></p><p>She added the service &#34;can do a lot of damage,&#34; citing its exclusive 15-game &#34;Thursday Night Football&#34; package. The 11-year agreement with the NFL will cost the company a reported $1 billion per year.</p><p><blockquote>她补充说，这项服务“可能会造成很大的损害”，并引用了其独家的15场“周四晚上足球”套餐。据报道，与 NFL 签订的 11 年协议每年将花费该公司 10 亿美元。</blockquote></p><p>The analyst also called out the platform&#39;s highly-anticipated &#34;The Lord of the Rings: The Rings of Power&#34; series, which will roll out eight episodes beginning in early September.</p><p><blockquote>这位分析师还提到了该平台备受期待的“指环王：力量之戒”系列，该系列将于9月初开始推出八集。</blockquote></p><p>According to Variety, Amazon plans to spend $465 million to produce the <i>first</i> season of the upcoming show. For context, Peter Jackson’s entire &#34;Lord of the Rings&#34; movie trilogy cost $281 million.</p><p><blockquote>据 Variety 报道，亚马逊计划斥资 4.65 亿美元生产<i>第一</i>即将到来的节目的一季。彼得-杰克逊的整个 “指环王 ”电影三部曲耗资 2.81 亿美元。</blockquote></p><p>&#34;Money is no object for Amazon,&#34; Ranganathan stated, adding the tech giant is &#34;happy to be a loss leader&#34; in streaming as it focuses on &#34;the long game.&#34;</p><p><blockquote>Ranganathan 表示：“金钱对亚马逊来说不是问题。”他补充说，这家科技巨头“很高兴成为流媒体领域的亏损领导者”，因为它专注于“长期游戏”。</blockquote></p><p>As the streamer looks to expand, a new report from The Wall Street Journal notes Amazon is meeting with top Hollywood movie executives to beef up its film division.</p><p><blockquote>随着流媒体寻求扩张，《华尔街日报》的一份新报告指出，亚马逊正在与好莱坞电影高管会面，以加强其电影部门。</blockquote></p><p>Amazon Studios has reportedly held conversations with Netflix&#39;s film head, Scott Stuber. The company also held discussions with former Paramount Pictures executive Emma Watts.</p><p><blockquote>据报道，亚马逊工作室已经与网飞的电影负责人斯科特·斯图伯进行了对话。该公司还与派拉蒙影业前高管艾玛·沃茨进行了讨论。</blockquote></p><p><h2><b>&#39;Tech giants have nothing to lose&#39; </b></h2>Ranganathan reiterated that both Amazon&#39;s and Apple&#39;s entrance into the streaming wars &#34;has made the competition so much more intense.&#34;</p><p><blockquote><h2><b>“科技巨头没有什么可失去的”</b></h2>Ranganathan 重申，亚马逊和苹果加入流媒体大战“使竞争更加激烈”。</blockquote></p><p>&#34;The big risk for the established media companies is that they have a model that they have to prove to investors, and ensure that they are getting returns on investments.&#34;</p><p><blockquote>“对于老牌媒体公司来说，最大的风险是他们有一个必须向投资者证明的模式，并确保他们获得投资回报。”</blockquote></p><p>&#34;That becomes almost burdensome for them,&#34; the analyst explained.</p><p><blockquote>“这对他们来说几乎成了负担，”分析师解释道。</blockquote></p><p>Conversely, &#34;tech giants have nothing to lose&#34; due to other services &#34;keeping people in their ecosystem.&#34;</p><p><blockquote>相反，由于其他服务“将人们留在他们的生态系统中”，“科技巨头没有什么可失去的”。</blockquote></p><p>Streaming is &#34;more of an aggregator-slash-ecosystem play for a company like Amazon or Apple,&#34; she continued, emphasizing it as add-on service to increase the stickiness on the respective platform.</p><p><blockquote>她继续说道，流媒体“对于亚马逊或苹果这样的公司来说，更像是一种聚合器-斜杠-生态系统游戏”，并强调它是一项附加服务，以增加各自平台的粘性。</blockquote></p><p>Cowen media analyst Doug Cruetz agreed, noting, &#34;Amazon and Apple have a lot of businesses and a lot of people on their platform — the economics compared to other players are totally different.&#34;</p><p><blockquote>Cowen media 分析师 Doug Cruetz 对此表示同意，并指出：“亚马逊和苹果的平台上有很多企业和很多人——与其他参与者相比，其经济效益完全不同。”</blockquote></p><p>He added, &#34;If Apple loses money on its streaming product but fills a lot more iPhones, that&#39;s okay.&#34;</p><p><blockquote>他补充道：“如果苹果在流媒体产品上亏损，但填充了更多 iPhone，那也没关系。”</blockquote></p><p>&#34;Same with Amazon. It&#39;s fine losing money on video since streaming is really just a pure cost center to them because they&#39;re not monetizing it directly.&#34;</p><p><blockquote>“亚马逊也是如此。在视频上亏损没关系，因为流媒体对他们来说实际上只是一个纯粹的成本中心，因为他们不会直接将其货币化。”</blockquote></p><p>Still, Amazon has packed on the hits in recent months with season 3 of &#34;The Boys&#34; and Chris Pratt&#39;s newly released &#34;The Terminal List&#34; surging in popularity.</p><p><blockquote>尽管如此，近几个月来，随着《男孩》第三季和克里斯·帕拉特新发布的《终端名单》越来越受欢迎，亚马逊还是大受欢迎。</blockquote></p><p>According to Nielsen, &#34;The Terminal List&#34; (despite weak critic reviews) racked up an impressive 1.6 billion minutes of streaming during the July 4 to July 10 viewing window, after premiering on July 1.</p><p><blockquote>根据尼尔森的数据，《终端列表》（尽管评论家评论不佳）在7月1日首播后，在7月4日至7月10日的观看窗口期间积累了令人印象深刻的16亿分钟的流媒体播放时间。</blockquote></p><p>The military thriller came in second only behind &#34;Stranger Things,&#39;&#34; which secured 4.8 billion minutes over that same time period.</p><p><blockquote>这部军事惊悚片排名第二，仅次于《怪奇物语》，后者在同一时期获得了48亿分钟的播放时间。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/amazon-is-the-dark-horse-in-streaming-tech-giants-have-nothing-to-lose-says-analyst-161427281.html\">Yahoo Finance</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":{"AMZN":"亚马逊"},"source_url":"https://finance.yahoo.com/news/amazon-is-the-dark-horse-in-streaming-tech-giants-have-nothing-to-lose-says-analyst-161427281.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260353209","content_text":"The streaming wars have intensified with retail giant Walmart (WMT) officially partnering with Paramount Global (PARA), while YouTube TV (GOOGL) is reportedly set to launch an online channel store to compete with the likes of Roku (ROKU), Amazon (AMZN), and Apple (AAPL).But with so much competition and a plethora of new strategies peppering the landscape, one platform is standing out to analysts: Amazon Prime Video.\"From a growth perspective, I actually think Amazon can really be the dark horse,\" Geetha Ranganathan, Bloomberg Intelligence senior media analyst, told Yahoo Finance.She added the service \"can do a lot of damage,\" citing its exclusive 15-game \"Thursday Night Football\" package. The 11-year agreement with the NFL will cost the company a reported $1 billion per year.The analyst also called out the platform's highly-anticipated \"The Lord of the Rings: The Rings of Power\" series, which will roll out eight episodes beginning in early September.According to Variety, Amazon plans to spend $465 million to produce the first season of the upcoming show. For context, Peter Jackson’s entire \"Lord of the Rings\" movie trilogy cost $281 million.\"Money is no object for Amazon,\" Ranganathan stated, adding the tech giant is \"happy to be a loss leader\" in streaming as it focuses on \"the long game.\"As the streamer looks to expand, a new report from The Wall Street Journal notes Amazon is meeting with top Hollywood movie executives to beef up its film division.Amazon Studios has reportedly held conversations with Netflix's film head, Scott Stuber. The company also held discussions with former Paramount Pictures executive Emma Watts.'Tech giants have nothing to lose' Ranganathan reiterated that both Amazon's and Apple's entrance into the streaming wars \"has made the competition so much more intense.\"\"The big risk for the established media companies is that they have a model that they have to prove to investors, and ensure that they are getting returns on investments.\"\"That becomes almost burdensome for them,\" the analyst explained.Conversely, \"tech giants have nothing to lose\" due to other services \"keeping people in their ecosystem.\"Streaming is \"more of an aggregator-slash-ecosystem play for a company like Amazon or Apple,\" she continued, emphasizing it as add-on service to increase the stickiness on the respective platform.Cowen media analyst Doug Cruetz agreed, noting, \"Amazon and Apple have a lot of businesses and a lot of people on their platform — the economics compared to other players are totally different.\"He added, \"If Apple loses money on its streaming product but fills a lot more iPhones, that's okay.\"\"Same with Amazon. It's fine losing money on video since streaming is really just a pure cost center to them because they're not monetizing it directly.\"Still, Amazon has packed on the hits in recent months with season 3 of \"The Boys\" and Chris Pratt's newly released \"The Terminal List\" surging in popularity.According to Nielsen, \"The Terminal List\" (despite weak critic reviews) racked up an impressive 1.6 billion minutes of streaming during the July 4 to July 10 viewing window, after premiering on July 1.The military thriller came in second only behind \"Stranger Things,'\" which secured 4.8 billion minutes over that same time period.","news_type":1,"symbols_score_info":{"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":1473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617618295,"gmtCreate":1654249771121,"gmtModify":1704859196133,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"title":"","htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/617618295","repostId":"1198205291","repostType":4,"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616831759,"gmtCreate":1651658323281,"gmtModify":1651658323574,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"title":"","htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/616831759","repostId":"2232305766","repostType":4,"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687765456,"gmtCreate":1661267634877,"gmtModify":1661267635899,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"title":"","htmlText":"Hmmmmmm","listText":"Hmmmmmm","text":"Hmmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687765456","repostId":"2261819523","repostType":4,"isVote":1,"tweetType":1,"viewCount":1810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684937751,"gmtCreate":1660040183075,"gmtModify":1660040428917,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"title":"","htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684937751","repostId":"1124255732","repostType":4,"repost":{"id":"1124255732","kind":"news","pubTimestamp":1660059125,"share":"https://www.laohunote.com/m/news/1124255732?lang=zh_CN&edition=full","pubTime":"2022-08-09 23:32","market":"us","language":"en","title":"Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance<blockquote>英伟达：随着第二季度指引下调，执行问题再次出现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124255732","media":"Seeking Alpha","summary":"SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its prev","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Nvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.</li><li>We are disappointed that Nvidia didn&#39;t learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.</li><li>Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia&#39;s commentary. Therefore, execution is very poor.</li><li>We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.</li></ul><b>Thesis</b></p><p><blockquote><ul><li>英伟达 (Nvidia) 发布的第二季度初步报告震惊了市场，该报告远低于之前的指导，尤其是在游戏领域。管理层大大夸大了其预测模型。</li><li>我们感到失望的是，英伟达没有从 2018 年之前的低迷中吸取足够的教训，其夸大了指引。因此，管理层对我们失去了一些信誉。</li><li>博通在2021年9月警告称，当前的周期是不可持续的。但是，我们在英伟达的评论中没有观察到这样的预警。所以执行力很差。</li><li>我们重申持有评级，因为我们认为 NVDA 可能会继续跑输市场。</li></ul><b>论文</b></blockquote></p><p>NVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street&#39;s consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.</p><p><blockquote>英伟达公司（纳斯达克股票代码：NVDA）公布的第二季度初步业绩远低于其指引和华尔街共识，震惊了市场。我们在之前的文章中强调，尽管我们评估英伟达已接近底部，但其表现可能会继续逊于市场。</blockquote></p><p>While we expected NVDA to stage a short-term rally from its June lows, we didn&#39;t envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday&#39;s sell-off).</p><p><blockquote>虽然我们预计 NVDA 将从 6 月份的低点开始短期反弹，但我们预计 NVDA 的表现不会继续跑赢市场。值得注意的是，NVDA 在过去两个月（甚至在昨天抛售之前）的表现逊于 Invesco QQQ ETF (QQQ) 和 Technology ETF (XLK)。</blockquote></p><p>We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market&#39;s cyclical nature with its so-called &#34;secular&#34; opportunities.</p><p><blockquote>尽管 NVDA 较 2021 年 11 月高点遭受重创，但我们仍然坚信市场已大幅下调其评级。当芯片下跌时，管理层未能让我们相信英伟达可以凭借其所谓的“长期”机会克服市场的周期性。</blockquote></p><p>Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.</p><p><blockquote>再加上收入增长可能放缓及其陡峭的增长溢价，我们敦促投资者在成长型股票和科技股中寻找其他遭受重创的机会，以增加敞口。尽管如此，我们预计半导体已经触底，并且预计 NVDA 不会进一步下跌。因此，我们敦促投资者不要恐慌抛售。</blockquote></p><p>Therefore, we reiterate our Hold rating on NVDA for now.</p><p><blockquote>因此，我们目前重申对 NVDA 的持有评级。</blockquote></p><p><b>Nvidia Lost Credibility With Its Caution</b></p><p><blockquote><b>英伟达的谨慎失去了信誉</b></blockquote></p><p>We are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.</p><p><blockquote>我们是NVDA的股东，在我们的投资组合中占有合理的权重。因此，我们认为第二季度预发布的警告令人非常失望，但并不出乎意料。</blockquote></p><p>We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:</p><p><blockquote>我们清楚地记得 Broadcom (AVGO) 首席执行官 Hock Tan 在 2021 年 9 月对当前的半衰退发出警告，展示了他的先见之明和可信度。我们还在去年的文章中强调了他的评论，正如他强调的那样：</blockquote></p><p>And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There&#39;s no way we can consume on all that forever. And that&#39;s what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in &#39;23 earliest. Then I see &#39;23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)<img src=\"https://static.tigerbbs.com/66ac20e2b8ed62af8f2aeaa78f94ad5e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p><blockquote>直截了当地回答你的问题，我看不到任何具体的驱动因素或原因，为什么我们今天看到的强势实际上只不过是一个夸张的上升周期。我们总是要经历一段消化期。我们不可能永远消费这些。这就是所谓的周期，特别是当我们预计供应将摆脱当前的紧张局势，但可以追溯到 2020 年，并在 2023 年开始出现时。巨额投资和资本支出最早将于 23 年开始部署产能。然后我看到23年我们有供应。我认为需求的消化可能刚刚开始发生。（博通文章）</blockquote></p><p>Nvidia gaming and data center revenue change %(Company filings)</p><p><blockquote>Nvidia 游戏和数据中心收入变化%（公司文件）</blockquote></p><p>Nvidia warned in its preliminary release for FQ2&#39;23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).</p><p><blockquote>Nvidia 在 2023 年第二季度初步报告中警告称，预计营收为 $6.7B，同比仅增长 3%，大幅低于之前预期的 $8.1B（增长 24.4%）。</blockquote></p><p>The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia&#39;s gaming growth has already trended down consistently from its peak growth in FQ1&#39;22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.</p><p><blockquote>罪魁祸首是游戏，因为英伟达强调，尽管数据中心增长仍然强劲，但它预计游戏将下降 33.4%，如上所述。然而，英伟达的游戏增长已经从 2022 年第一季度的峰值增长持续下降，因为游戏开始绕过具有挑战性的竞争，而大流行后的重新开放又使其变得复杂。</blockquote></p><p>Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.</p><p><blockquote>此外，加密挖矿的破坏增加了游戏卡ASP的阻力，为Nvidia准备推出RTX 40系列Ada Lovelace显卡带来了进一步的挑战。</blockquote></p><p>But, Nvidia has consistently maintained its &#34;strong&#34; belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:</p><p><blockquote>但是，英伟达一直保持着对其游戏领域的“坚定”信念，经常强调其实力和一致性。首席执行官黄仁勋在6月份的一次会议上强调，他预计博彩业将继续保持强劲的增长势头。他说：</blockquote></p><p>China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)But, consider what Huang emphasized two months later in Nvidia&#39;s prelim release. He said:</p><p><blockquote>中国是一个重要的市场。俄罗斯是我们博彩业务的重要市场。然而，即使面对中国和俄罗斯，博彩业仍然稳固。第一季度的销售额比去年同比增长，这是非常棒的一年。因此，游戏销售依然稳固。（美国银行 2022 年全球科技大会）但是，想想黄两个月后在英伟达的初步发布中强调的内容。他说：</blockquote></p><p></p><p>Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - NvidiaTherefore, we believe Huang &amp; team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia&#39;s experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.</p><p><blockquote>随着季度的进展，我们的游戏产品销量预测大幅下降。由于我们预计影响销售的宏观经济状况将持续，我们与博彩合作伙伴采取行动调整渠道价格和库存。- NVIDIA因此，我们认为 Huang &amp; team 已经失去了我们的一些信誉。此外，这表明该公司夸大了其预测模型，导致执行不力。鉴于 Nvidia 在 2018 年经历了之前的加密货币低迷，我们对管理层在第二季度初步发布前如何管理其指导感到非常失望。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8cf57b7e1fc91128408275fb9e5712e2\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Nvidia pro viz and automotive revenue change %(Company filings)</p><p><blockquote>Nvidia pro viz 和汽车收入变化百分比（公司文件）</blockquote></p><p>Nvidia&#39;s pro visualization segment&#39;s growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it&#39;s critical to underpin NVDA&#39;s expensive valuation.</p><p><blockquote>英伟达专业可视化部门的增长也明显放缓，反映出其游戏部门的疲软。因此，对宇宙机会的兴奋还没有获得显著的牵引力。因此，我们敦促投资者关注其数据中心未来的增长速度，因为这对于支撑 NVDA 昂贵的估值至关重要。</blockquote></p><p>Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it&#39;s the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm&#39;s performance and not simply buy into Nvidia&#39;s commentary on its auto momentum.</p><p><blockquote>在过去四个季度增长不温不火之后，汽车行业是亮点。然而，考虑到其设计管道的规模和增长势头，高通 (QCOM) 仍然相信自己是数字机箱的领先企业。因此，我们敦促英伟达投资者密切关注高通的业绩，而不是简单地相信英伟达对其汽车势头的评论。</blockquote></p><p>Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.</p><p><blockquote>高通在 5 月份的一次会议上强调，其数字机箱直接与 Mobileye (INTC) 竞争，这表明其中两家公司处于领先地位，但没有提及 Nvidia。管理层还在最近的第三季度财报中强调，其汽车设计渠道已筹集超过 19B 美元，汽车收入达到 3.5 亿美元，同比增长 38%。此外，该公司强调，其开放平台有助于刺激汽车原始设备制造商的采用。因此，英伟达投资者需要仔细评估来自高通的竞争。</blockquote></p><p><b>Is NVDA Stock A Buy, Sell, Or Hold?</b></p><p><blockquote><b>NVDA 股票是买入、卖出还是持有？</b></blockquote></p><p>We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.</p><p><blockquote>我们相信 NVDA 可能会在 6 月份出现中期底部，与其半同行一致。</blockquote></p><p>But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn&#39;t necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.</p><p><blockquote>但是，鉴于科技熊市，成长型和科技投资者的选择被宠坏了。处于底部并不一定意味着投资者应该抓住增持 NVDA 的机会，因为我们认为它的表现仍然可能逊于市场。</blockquote></p><p>Therefore, <i>we reiterate our Hold rating on NVDA</i> and urge investors to look elsewhere.</p><p><blockquote>因此，<i>我们重申对 NVDA 的持有评级</i>并敦促投资者另寻他处。</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>Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance<blockquote>英伟达：随着第二季度指引下调，执行问题再次出现</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: Execution Issues Surfacing Again With Its Downcast Q2 Guidance<blockquote>英伟达：随着第二季度指引下调，执行问题再次出现</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-08-09 23:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Nvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.</li><li>We are disappointed that Nvidia didn&#39;t learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.</li><li>Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia&#39;s commentary. Therefore, execution is very poor.</li><li>We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.</li></ul><b>Thesis</b></p><p><blockquote><ul><li>英伟达 (Nvidia) 发布的第二季度初步报告震惊了市场，该报告远低于之前的指导，尤其是在游戏领域。管理层大大夸大了其预测模型。</li><li>我们感到失望的是，英伟达没有从 2018 年之前的低迷中吸取足够的教训，其夸大了指引。因此，管理层对我们失去了一些信誉。</li><li>博通在2021年9月警告称，当前的周期是不可持续的。但是，我们在英伟达的评论中没有观察到这样的预警。所以执行力很差。</li><li>我们重申持有评级，因为我们认为 NVDA 可能会继续跑输市场。</li></ul><b>论文</b></blockquote></p><p>NVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street&#39;s consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.</p><p><blockquote>英伟达公司（纳斯达克股票代码：NVDA）公布的第二季度初步业绩远低于其指引和华尔街共识，震惊了市场。我们在之前的文章中强调，尽管我们评估英伟达已接近底部，但其表现可能会继续逊于市场。</blockquote></p><p>While we expected NVDA to stage a short-term rally from its June lows, we didn&#39;t envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday&#39;s sell-off).</p><p><blockquote>虽然我们预计 NVDA 将从 6 月份的低点开始短期反弹，但我们预计 NVDA 的表现不会继续跑赢市场。值得注意的是，NVDA 在过去两个月（甚至在昨天抛售之前）的表现逊于 Invesco QQQ ETF (QQQ) 和 Technology ETF (XLK)。</blockquote></p><p>We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market&#39;s cyclical nature with its so-called &#34;secular&#34; opportunities.</p><p><blockquote>尽管 NVDA 较 2021 年 11 月高点遭受重创，但我们仍然坚信市场已大幅下调其评级。当芯片下跌时，管理层未能让我们相信英伟达可以凭借其所谓的“长期”机会克服市场的周期性。</blockquote></p><p>Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.</p><p><blockquote>再加上收入增长可能放缓及其陡峭的增长溢价，我们敦促投资者在成长型股票和科技股中寻找其他遭受重创的机会，以增加敞口。尽管如此，我们预计半导体已经触底，并且预计 NVDA 不会进一步下跌。因此，我们敦促投资者不要恐慌抛售。</blockquote></p><p>Therefore, we reiterate our Hold rating on NVDA for now.</p><p><blockquote>因此，我们目前重申对 NVDA 的持有评级。</blockquote></p><p><b>Nvidia Lost Credibility With Its Caution</b></p><p><blockquote><b>英伟达的谨慎失去了信誉</b></blockquote></p><p>We are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.</p><p><blockquote>我们是NVDA的股东，在我们的投资组合中占有合理的权重。因此，我们认为第二季度预发布的警告令人非常失望，但并不出乎意料。</blockquote></p><p>We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:</p><p><blockquote>我们清楚地记得 Broadcom (AVGO) 首席执行官 Hock Tan 在 2021 年 9 月对当前的半衰退发出警告，展示了他的先见之明和可信度。我们还在去年的文章中强调了他的评论，正如他强调的那样：</blockquote></p><p>And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There&#39;s no way we can consume on all that forever. And that&#39;s what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in &#39;23 earliest. Then I see &#39;23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)<img src=\"https://static.tigerbbs.com/66ac20e2b8ed62af8f2aeaa78f94ad5e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p><blockquote>直截了当地回答你的问题，我看不到任何具体的驱动因素或原因，为什么我们今天看到的强势实际上只不过是一个夸张的上升周期。我们总是要经历一段消化期。我们不可能永远消费这些。这就是所谓的周期，特别是当我们预计供应将摆脱当前的紧张局势，但可以追溯到 2020 年，并在 2023 年开始出现时。巨额投资和资本支出最早将于 23 年开始部署产能。然后我看到23年我们有供应。我认为需求的消化可能刚刚开始发生。（博通文章）</blockquote></p><p>Nvidia gaming and data center revenue change %(Company filings)</p><p><blockquote>Nvidia 游戏和数据中心收入变化%（公司文件）</blockquote></p><p>Nvidia warned in its preliminary release for FQ2&#39;23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).</p><p><blockquote>Nvidia 在 2023 年第二季度初步报告中警告称，预计营收为 $6.7B，同比仅增长 3%，大幅低于之前预期的 $8.1B（增长 24.4%）。</blockquote></p><p>The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia&#39;s gaming growth has already trended down consistently from its peak growth in FQ1&#39;22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.</p><p><blockquote>罪魁祸首是游戏，因为英伟达强调，尽管数据中心增长仍然强劲，但它预计游戏将下降 33.4%，如上所述。然而，英伟达的游戏增长已经从 2022 年第一季度的峰值增长持续下降，因为游戏开始绕过具有挑战性的竞争，而大流行后的重新开放又使其变得复杂。</blockquote></p><p>Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.</p><p><blockquote>此外，加密挖矿的破坏增加了游戏卡ASP的阻力，为Nvidia准备推出RTX 40系列Ada Lovelace显卡带来了进一步的挑战。</blockquote></p><p>But, Nvidia has consistently maintained its &#34;strong&#34; belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:</p><p><blockquote>但是，英伟达一直保持着对其游戏领域的“坚定”信念，经常强调其实力和一致性。首席执行官黄仁勋在6月份的一次会议上强调，他预计博彩业将继续保持强劲的增长势头。他说：</blockquote></p><p>China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)But, consider what Huang emphasized two months later in Nvidia&#39;s prelim release. He said:</p><p><blockquote>中国是一个重要的市场。俄罗斯是我们博彩业务的重要市场。然而，即使面对中国和俄罗斯，博彩业仍然稳固。第一季度的销售额比去年同比增长，这是非常棒的一年。因此，游戏销售依然稳固。（美国银行 2022 年全球科技大会）但是，想想黄两个月后在英伟达的初步发布中强调的内容。他说：</blockquote></p><p></p><p>Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - NvidiaTherefore, we believe Huang &amp; team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia&#39;s experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.</p><p><blockquote>随着季度的进展，我们的游戏产品销量预测大幅下降。由于我们预计影响销售的宏观经济状况将持续，我们与博彩合作伙伴采取行动调整渠道价格和库存。- NVIDIA因此，我们认为 Huang &amp; team 已经失去了我们的一些信誉。此外，这表明该公司夸大了其预测模型，导致执行不力。鉴于 Nvidia 在 2018 年经历了之前的加密货币低迷，我们对管理层在第二季度初步发布前如何管理其指导感到非常失望。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8cf57b7e1fc91128408275fb9e5712e2\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Nvidia pro viz and automotive revenue change %(Company filings)</p><p><blockquote>Nvidia pro viz 和汽车收入变化百分比（公司文件）</blockquote></p><p>Nvidia&#39;s pro visualization segment&#39;s growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it&#39;s critical to underpin NVDA&#39;s expensive valuation.</p><p><blockquote>英伟达专业可视化部门的增长也明显放缓，反映出其游戏部门的疲软。因此，对宇宙机会的兴奋还没有获得显著的牵引力。因此，我们敦促投资者关注其数据中心未来的增长速度，因为这对于支撑 NVDA 昂贵的估值至关重要。</blockquote></p><p>Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it&#39;s the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm&#39;s performance and not simply buy into Nvidia&#39;s commentary on its auto momentum.</p><p><blockquote>在过去四个季度增长不温不火之后，汽车行业是亮点。然而，考虑到其设计管道的规模和增长势头，高通 (QCOM) 仍然相信自己是数字机箱的领先企业。因此，我们敦促英伟达投资者密切关注高通的业绩，而不是简单地相信英伟达对其汽车势头的评论。</blockquote></p><p>Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.</p><p><blockquote>高通在 5 月份的一次会议上强调，其数字机箱直接与 Mobileye (INTC) 竞争，这表明其中两家公司处于领先地位，但没有提及 Nvidia。管理层还在最近的第三季度财报中强调，其汽车设计渠道已筹集超过 19B 美元，汽车收入达到 3.5 亿美元，同比增长 38%。此外，该公司强调，其开放平台有助于刺激汽车原始设备制造商的采用。因此，英伟达投资者需要仔细评估来自高通的竞争。</blockquote></p><p><b>Is NVDA Stock A Buy, Sell, Or Hold?</b></p><p><blockquote><b>NVDA 股票是买入、卖出还是持有？</b></blockquote></p><p>We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.</p><p><blockquote>我们相信 NVDA 可能会在 6 月份出现中期底部，与其半同行一致。</blockquote></p><p>But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn&#39;t necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.</p><p><blockquote>但是，鉴于科技熊市，成长型和科技投资者的选择被宠坏了。处于底部并不一定意味着投资者应该抓住增持 NVDA 的机会，因为我们认为它的表现仍然可能逊于市场。</blockquote></p><p>Therefore, <i>we reiterate our Hold rating on NVDA</i> and urge investors to look elsewhere.</p><p><blockquote>因此，<i>我们重申对 NVDA 的持有评级</i>并敦促投资者另寻他处。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124255732","content_text":"SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.We are disappointed that Nvidia didn't learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia's commentary. Therefore, execution is very poor.We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.ThesisNVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street's consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.While we expected NVDA to stage a short-term rally from its June lows, we didn't envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday's sell-off).We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market's cyclical nature with its so-called \"secular\" opportunities.Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.Therefore, we reiterate our Hold rating on NVDA for now.Nvidia Lost Credibility With Its CautionWe are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There's no way we can consume on all that forever. And that's what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in '23 earliest. Then I see '23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)Nvidia gaming and data center revenue change %(Company filings)Nvidia warned in its preliminary release for FQ2'23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia's gaming growth has already trended down consistently from its peak growth in FQ1'22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.But, Nvidia has consistently maintained its \"strong\" belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)But, consider what Huang emphasized two months later in Nvidia's prelim release. He said:Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - NvidiaTherefore, we believe Huang & team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia's experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.Nvidia pro viz and automotive revenue change %(Company filings)Nvidia's pro visualization segment's growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it's critical to underpin NVDA's expensive valuation.Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it's the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm's performance and not simply buy into Nvidia's commentary on its auto momentum.Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.Is NVDA Stock A Buy, Sell, Or Hold?We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn't necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.Therefore, we reiterate our Hold rating on NVDA and urge investors to look elsewhere.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614419138,"gmtCreate":1653718708726,"gmtModify":1704857990719,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"title":"","htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614419138","repostId":"2238290956","repostType":4,"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622792401,"gmtCreate":1675854212503,"gmtModify":1675860955232,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"title":"","htmlText":"Hmmmmmmmmm","listText":"Hmmmmmmmmm","text":"Hmmmmmmmmm","images":[{"img":"https://static.tigerbbs.com/4e0e74a585c06eb7db14e6ec43065bb1","width":"750","height":"1052"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622792401","isVote":1,"tweetType":1,"viewCount":2166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}