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2021-12-14

🙏

Piper Sandler boosts Beyond Meat's price target to $64 from $61 and upgrades its rating to Neutral<blockquote>Piper Sandler将Beyond Meat目标价从61美元上调至64美元，并将其评级上调至中性</blockquote>

2021-12-14

Like

抱歉，原内容已删除

2021-12-10

Buy of course 👍

Why Growth Stocks Nvidia, AMD, and Unity Dropped Today<blockquote>为什么成长型股票Nvidia、AMD和Unity今天下跌</blockquote>

2021-12-10

Opps

The Bears Have Spoken: Apple Stock Could Drop 18%<blockquote>空头发声：苹果股价可能下跌18%</blockquote>

2021-12-10

Oops

The Bears Have Spoken: Apple Stock Could Drop 18%<blockquote>空头发声：苹果股价可能下跌18%</blockquote>

2021-12-09

Great ariticle, would you like to share it?

@SlowIncome:(09/12)Today's pre-market GAINERS:$Inspira Technologies Oxy B.H.N. Ltd.(IINN)$$Ensysce Biosciences Inc.(ENSC)$$iPower Inc.(IPW)$$Pear Therapeutics(PEAR)$$American Virtual Cloud Technologies, Inc.(AVCT)$Please like and follow for daily updates

2021-12-07

Hopefully

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2021-12-07

Nice

Apple Analyst: Cupertino's Stock Is Attractive Versus Other Mega Caps Despite Valuation<blockquote>苹果分析师：尽管估值较高，但库比蒂诺的股票与其他大型股相比仍具有吸引力</blockquote>

2021-12-07

👍

抱歉，原内容已删除

2021-12-02

Great ariticle, would you like to share it?

@Erickoslin:$Petros Pharmaceuticals Inc(PTPI)$ 合股

2021-12-02

Nice

2 Unstoppable Stocks That Could Turn $200,000 Into $1 Million by 2030<blockquote>到2030年，2只势不可挡的股票可能将20万美元变成100万美元</blockquote>

2021-12-01

Nice

抱歉，原内容已删除

2021-12-01

👍

抱歉，原内容已删除

2021-12-01

👍

Disney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为2022年的大赢家</blockquote>

2021-12-01

Buy buy buy

Disney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为2022年的大赢家</blockquote>

2021-11-30

Like 👍

抱歉，原内容已删除

2021-11-30

👍

抱歉，原内容已删除

2021-11-30

Tell me your opinion about this news...

抱歉，原内容已删除

2021-11-30

👍

Tesla’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的Elon Musk又发了一封邮件。这对第四季度收益意味着什么。</blockquote>

2021-11-23

Great ariticle, would you like to share it?

@SlowIncome:(23/11)Today's pre-market LOSERS:$Greenland Technologies Holding Corporation(GTEC)$$Theravance Biopharma(TBPH)$$Longeveron Inc(LGVN)$$Adamis Pharmaceuticals(ADMP)$$Best Buy(BBY)$Please like and follow for daily updates

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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":1639437700,"share":"https://www.laohu8.com/m/news/1173614364?lang=zh_CN&edition=full","pubTime":"2021-12-14 07:21","market":"us","language":"en","title":"Piper Sandler boosts Beyond Meat's price target to $64 from $61 and upgrades its rating to Neutral<blockquote>Piper Sandler将Beyond Meat目标价从61美元上调至64美元，并将其评级上调至中性</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173614364","media":"Tiger Newspress","summary":"Beyond Meat stock jumped more than 6% in extended trading after Piper Sandler boosted its price targ","content":"<p>Beyond Meat&nbsp;stock&nbsp;jumped&nbsp;more&nbsp;than&nbsp;6%&nbsp;in extended trading&nbsp;after&nbsp;Piper Sandler boosted its price target to $64 from $61 and upgraded its rating to Neutral.</p><p><blockquote>在Piper Sandler将目标价从61美元上调至64美元并将评级上调至中性后，Beyond Meat股价在盘后交易中上涨超过6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/52c1b4e989a5c4f2314e5de990571456\" tg-width=\"840\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Beyond Meat&nbsp;shares leap as Piper Sandler says that its industry contacts expect a nationwide U.S. McPlant launch in late Q1 2022, earlier than previously anticipated.</p><p><blockquote>Piper Sandler表示，其行业联系人预计McPlant将于2022年第一季度末在美国全国范围内推出，比之前预期的要早，Beyond Meat股价大幅上涨。</blockquote></p><p> Piper Sandler's limited channel checks have suggested generally positive anecdotal feedback, leading McDonald's&nbsp;to reportedly move forward quickly with the nationwide release. \"The expected MCD lift gives us better comfort in our target multiple,\" writes analyst Michael Lavery.</p><p><blockquote>派珀·桑德勒（Piper Sandler）有限的渠道检查表明，轶事反馈普遍积极，据报道，麦当劳迅速推进了全国范围内的发布。分析师迈克尔·拉威利(Michael Lavery)写道：“预期的MCD上涨让我们对目标市盈率更加放心。”</blockquote></p><p> Lavery estimates BYND's McPlant sales could be $75M, assuming a 5% share of burger sales, based on a lower price point of $4.00/pound as the company attempts to match or undercut traditional meat prices. He still remains concerned with price compression in both food service and retail along with an unfavorable margin outlook.</p><p><blockquote>Lavery估计，假设BYND的McPlant销售额占汉堡销售额的5%，基于4.00美元/磅的较低价格点，因为该公司试图匹配或降低传统肉类价格。他仍然担心食品服务和零售业的价格压缩以及不利的利润率前景。</blockquote></p><p> Piper Sandler boosts its price target to $64 from $61 and upgrades its rating to Neutral. Sell-side analysts are primarily Neutral or Bearish on BYND, while Seeking Alpha's Quant Rating is&nbsp;Very Bearish on the stock.</p><p><blockquote>Piper Sandler将目标价从61美元上调至64美元，并将评级上调至中性。卖方分析师对BYND大多持中性或看跌态度，而Seeking Alpha的量化评级对该股非常看跌。</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>Piper Sandler boosts Beyond Meat's price target to $64 from $61 and upgrades its rating to Neutral<blockquote>Piper Sandler将Beyond Meat目标价从61美元上调至64美元，并将其评级上调至中性</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPiper Sandler boosts Beyond Meat's price target to $64 from $61 and upgrades its rating to Neutral<blockquote>Piper Sandler将Beyond Meat目标价从61美元上调至64美元，并将其评级上调至中性</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-14 07:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Beyond Meat&nbsp;stock&nbsp;jumped&nbsp;more&nbsp;than&nbsp;6%&nbsp;in extended trading&nbsp;after&nbsp;Piper Sandler boosted its price target to $64 from $61 and upgraded its rating to Neutral.</p><p><blockquote>在Piper Sandler将目标价从61美元上调至64美元并将评级上调至中性后，Beyond Meat股价在盘后交易中上涨超过6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/52c1b4e989a5c4f2314e5de990571456\" tg-width=\"840\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Beyond Meat&nbsp;shares leap as Piper Sandler says that its industry contacts expect a nationwide U.S. McPlant launch in late Q1 2022, earlier than previously anticipated.</p><p><blockquote>Piper Sandler表示，其行业联系人预计McPlant将于2022年第一季度末在美国全国范围内推出，比之前预期的要早，Beyond Meat股价大幅上涨。</blockquote></p><p> Piper Sandler's limited channel checks have suggested generally positive anecdotal feedback, leading McDonald's&nbsp;to reportedly move forward quickly with the nationwide release. \"The expected MCD lift gives us better comfort in our target multiple,\" writes analyst Michael Lavery.</p><p><blockquote>派珀·桑德勒（Piper Sandler）有限的渠道检查表明，轶事反馈普遍积极，据报道，麦当劳迅速推进了全国范围内的发布。分析师迈克尔·拉威利(Michael Lavery)写道：“预期的MCD上涨让我们对目标市盈率更加放心。”</blockquote></p><p> Lavery estimates BYND's McPlant sales could be $75M, assuming a 5% share of burger sales, based on a lower price point of $4.00/pound as the company attempts to match or undercut traditional meat prices. He still remains concerned with price compression in both food service and retail along with an unfavorable margin outlook.</p><p><blockquote>Lavery估计，假设BYND的McPlant销售额占汉堡销售额的5%，基于4.00美元/磅的较低价格点，因为该公司试图匹配或降低传统肉类价格。他仍然担心食品服务和零售业的价格压缩以及不利的利润率前景。</blockquote></p><p> Piper Sandler boosts its price target to $64 from $61 and upgrades its rating to Neutral. Sell-side analysts are primarily Neutral or Bearish on BYND, while Seeking Alpha's Quant Rating is&nbsp;Very Bearish on the stock.</p><p><blockquote>Piper Sandler将目标价从61美元上调至64美元，并将评级上调至中性。卖方分析师对BYND大多持中性或看跌态度，而Seeking Alpha的量化评级对该股非常看跌。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173614364","content_text":"Beyond Meat stock jumped more than 6% in extended trading after Piper Sandler boosted its price target to $64 from $61 and upgraded its rating to Neutral.\n\nBeyond Meat shares leap as Piper Sandler says that its industry contacts expect a nationwide U.S. McPlant launch in late Q1 2022, earlier than previously anticipated.\nPiper Sandler's limited channel checks have suggested generally positive anecdotal feedback, leading McDonald's to reportedly move forward quickly with the nationwide release. \"The expected MCD lift gives us better comfort in our target multiple,\" writes analyst Michael Lavery.\nLavery estimates BYND's McPlant sales could be $75M, assuming a 5% share of burger sales, based on a lower price point of $4.00/pound as the company attempts to match or undercut traditional meat prices. He still remains concerned with price compression in both food service and retail along with an unfavorable margin outlook.\nPiper Sandler boosts its price target to $64 from $61 and upgrades its rating to Neutral. Sell-side analysts are primarily Neutral or Bearish on BYND, while Seeking Alpha's Quant Rating is Very Bearish on the stock.","news_type":1,"symbols_score_info":{"BYND":0.9}},"isVote":1,"tweetType":1,"viewCount":2848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604416001,"gmtCreate":1639438337261,"gmtModify":1639438574738,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604416001","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605321915,"gmtCreate":1639117183820,"gmtModify":1639117183999,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Buy of course 👍","listText":"Buy of course 👍","text":"Buy of course 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605321915","repostId":"1183045795","repostType":4,"repost":{"id":"1183045795","kind":"news","pubTimestamp":1639115488,"share":"https://www.laohu8.com/m/news/1183045795?lang=zh_CN&edition=full","pubTime":"2021-12-10 13:51","market":"us","language":"en","title":"Why Growth Stocks Nvidia, AMD, and Unity Dropped Today<blockquote>为什么成长型股票Nvidia、AMD和Unity今天下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183045795","media":"Motley Fool","summary":"What happened\nMany growth stocks fell on Thursday, as investors rotated out of premium-priced compan","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Many growth stocks fell on Thursday, as investors rotated out of premium-priced companies. By the close of trading, shares of&nbsp;<b>Nvidia</b>(NASDAQ:NVDA),<b>Advanced Micro Devices</b>(NASDAQ:AMD), and&nbsp;<b>UnitySoftware</b>(NYSE:U)were down 4%, 5%, and 9%, respectively.</p><p><blockquote>许多成长型股票周四下跌，投资者纷纷退出溢价公司。截至交易结束时，<b>英伟达</b>（纳斯达克：NVDA），<b>先进微设备公司</b>（纳斯达克：AMD），以及<b>Unity软件</b>(NYSE：U)分别下跌4%、5%和9%。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Positive news regarding the effectiveness of booster shots against the omicron variant allowed investors to refocus on the economy's nascent recovery. A report on Thursday showed that weekly jobless claims declined to a 52-year low. But while a strong labor market is great for workers seeking jobs, some growth investors took the news as cause for concern.</p><p><blockquote>关于针对奥密克戎变种的加强注射有效性的积极消息让投资者重新关注经济的新生复苏。周四的一份报告显示，每周申请失业救济人数降至52年来的最低点。尽管强劲的劳动力市场对寻找工作的工人来说是件好事，但一些成长型投资者认为这一消息令人担忧。</blockquote></p><p> A tight labor market could lead to higher wages, which could, in turn, stoke inflation.Growth stocks&nbsp;are valued based primarily on their expected future earnings, discounted back to the present. When fears of higher inflation mount, investors increase the discount rate they use to value assets. Essentially, this means that a company's expected profits are worthless today and by extension, so are its shares.</p><p><blockquote>劳动力市场紧张可能导致工资上涨，进而引发通胀。成长型股票的估值主要基于其预期的未来收益，并贴现回现在。当对通胀上升的担忧加剧时，投资者会提高用于资产估值的贴现率。从本质上讲，这意味着一家公司的预期利润如今一文不值，推而广之，其股票也一文不值。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nvidia, AMD, and Unity are three of the fastest-growing businesses on the planet. So naturally, much of their stocks' value is tied to their future earnings. Thus, they're particularly exposed to changes in discount rates, and therefore, inflation. Consequently, investors can expect their share prices to be negatively impacted by any news that appears to make higher inflation more likely.</p><p><blockquote>Nvidia、AMD和Unity是全球增长最快的三家企业。因此，很自然地，他们股票的价值很大程度上与他们未来的收益挂钩。因此，他们特别容易受到贴现率变化的影响，从而受到通货膨胀的影响。因此，投资者预计他们的股价将受到任何似乎使通胀更有可能上升的消息的负面影响。</blockquote></p><p> That said, while near-term price-to-earnings multiples and other valuation ratios could fluctuate due to inflation concerns, a company's true value is ultimately determined by its long-term profits and cash flows. As the leading semiconductor makers, Nvidia and AMD are poised to excel in this regard. And Unity, as an increasingly important 3D-development platform, is also well-positioned to generate impressive earnings growth in the coming decade.</p><p><blockquote>也就是说，虽然近期市盈率和其他估值比率可能会因通胀担忧而波动，但公司的真正价值最终取决于其长期利润和现金流。作为领先的半导体制造商，英伟达和AMD有望在这方面表现出色。Unity作为一个日益重要的3D开发平台，也有能力在未来十年实现令人印象深刻的盈利增长。</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>Why Growth Stocks Nvidia, AMD, and Unity Dropped Today<blockquote>为什么成长型股票Nvidia、AMD和Unity今天下跌</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\">\nWhy Growth Stocks Nvidia, AMD, and Unity Dropped Today<blockquote>为什么成长型股票Nvidia、AMD和Unity今天下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-10 13:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Many growth stocks fell on Thursday, as investors rotated out of premium-priced companies. By the close of trading, shares of&nbsp;<b>Nvidia</b>(NASDAQ:NVDA),<b>Advanced Micro Devices</b>(NASDAQ:AMD), and&nbsp;<b>UnitySoftware</b>(NYSE:U)were down 4%, 5%, and 9%, respectively.</p><p><blockquote>许多成长型股票周四下跌，投资者纷纷退出溢价公司。截至交易结束时，<b>英伟达</b>（纳斯达克：NVDA），<b>先进微设备公司</b>（纳斯达克：AMD），以及<b>Unity软件</b>(NYSE：U)分别下跌4%、5%和9%。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Positive news regarding the effectiveness of booster shots against the omicron variant allowed investors to refocus on the economy's nascent recovery. A report on Thursday showed that weekly jobless claims declined to a 52-year low. But while a strong labor market is great for workers seeking jobs, some growth investors took the news as cause for concern.</p><p><blockquote>关于针对奥密克戎变种的加强注射有效性的积极消息让投资者重新关注经济的新生复苏。周四的一份报告显示，每周申请失业救济人数降至52年来的最低点。尽管强劲的劳动力市场对寻找工作的工人来说是件好事，但一些成长型投资者认为这一消息令人担忧。</blockquote></p><p> A tight labor market could lead to higher wages, which could, in turn, stoke inflation.Growth stocks&nbsp;are valued based primarily on their expected future earnings, discounted back to the present. When fears of higher inflation mount, investors increase the discount rate they use to value assets. Essentially, this means that a company's expected profits are worthless today and by extension, so are its shares.</p><p><blockquote>劳动力市场紧张可能导致工资上涨，进而引发通胀。成长型股票的估值主要基于其预期的未来收益，并贴现回现在。当对通胀上升的担忧加剧时，投资者会提高用于资产估值的贴现率。从本质上讲，这意味着一家公司的预期利润如今一文不值，推而广之，其股票也一文不值。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nvidia, AMD, and Unity are three of the fastest-growing businesses on the planet. So naturally, much of their stocks' value is tied to their future earnings. Thus, they're particularly exposed to changes in discount rates, and therefore, inflation. Consequently, investors can expect their share prices to be negatively impacted by any news that appears to make higher inflation more likely.</p><p><blockquote>Nvidia、AMD和Unity是全球增长最快的三家企业。因此，很自然地，他们股票的价值很大程度上与他们未来的收益挂钩。因此，他们特别容易受到贴现率变化的影响，从而受到通货膨胀的影响。因此，投资者预计他们的股价将受到任何似乎使通胀更有可能上升的消息的负面影响。</blockquote></p><p> That said, while near-term price-to-earnings multiples and other valuation ratios could fluctuate due to inflation concerns, a company's true value is ultimately determined by its long-term profits and cash flows. As the leading semiconductor makers, Nvidia and AMD are poised to excel in this regard. And Unity, as an increasingly important 3D-development platform, is also well-positioned to generate impressive earnings growth in the coming decade.</p><p><blockquote>也就是说，虽然近期市盈率和其他估值比率可能会因通胀担忧而波动，但公司的真正价值最终取决于其长期利润和现金流。作为领先的半导体制造商，英伟达和AMD有望在这方面表现出色。Unity作为一个日益重要的3D开发平台，也有能力在未来十年实现令人印象深刻的盈利增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/09/why-growth-stocks-nvidia-amd-and-unity-dropped-tod/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","U":"Unity Software Inc."},"source_url":"https://www.fool.com/investing/2021/12/09/why-growth-stocks-nvidia-amd-and-unity-dropped-tod/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183045795","content_text":"What happened\nMany growth stocks fell on Thursday, as investors rotated out of premium-priced companies. By the close of trading, shares of Nvidia(NASDAQ:NVDA),Advanced Micro Devices(NASDAQ:AMD), and UnitySoftware(NYSE:U)were down 4%, 5%, and 9%, respectively.\nSo what\nPositive news regarding the effectiveness of booster shots against the omicron variant allowed investors to refocus on the economy's nascent recovery. A report on Thursday showed that weekly jobless claims declined to a 52-year low. But while a strong labor market is great for workers seeking jobs, some growth investors took the news as cause for concern.\nA tight labor market could lead to higher wages, which could, in turn, stoke inflation.Growth stocks are valued based primarily on their expected future earnings, discounted back to the present. When fears of higher inflation mount, investors increase the discount rate they use to value assets. Essentially, this means that a company's expected profits are worthless today and by extension, so are its shares.\nNow what\nNvidia, AMD, and Unity are three of the fastest-growing businesses on the planet. So naturally, much of their stocks' value is tied to their future earnings. Thus, they're particularly exposed to changes in discount rates, and therefore, inflation. Consequently, investors can expect their share prices to be negatively impacted by any news that appears to make higher inflation more likely.\nThat said, while near-term price-to-earnings multiples and other valuation ratios could fluctuate due to inflation concerns, a company's true value is ultimately determined by its long-term profits and cash flows. As the leading semiconductor makers, Nvidia and AMD are poised to excel in this regard. And Unity, as an increasingly important 3D-development platform, is also well-positioned to generate impressive earnings growth in the coming decade.","news_type":1,"symbols_score_info":{"NVDA":0.9,"AMD":0.9,"U":0.9}},"isVote":1,"tweetType":1,"viewCount":2859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605323282,"gmtCreate":1639117129837,"gmtModify":1639120544666,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Opps","listText":"Opps","text":"Opps","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605323282","repostId":"1153652287","repostType":4,"repost":{"id":"1153652287","kind":"news","pubTimestamp":1639116079,"share":"https://www.laohu8.com/m/news/1153652287?lang=zh_CN&edition=full","pubTime":"2021-12-10 14:01","market":"us","language":"en","title":"The Bears Have Spoken: Apple Stock Could Drop 18%<blockquote>空头发声：苹果股价可能下跌18%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153652287","media":"TheStreet","summary":"Apple stock (AAPL) continues to climb relentlessly on its way to the $3 trillion mark. But while Wal","content":"<p>Apple stock&nbsp;(<b>AAPL</b>)&nbsp;continues to climb relentlessly&nbsp;on its way to the $3 trillion mark. But while Wall Street still has a “strong buy” consensus&nbsp;rating&nbsp;on the name, not every analyst believes that AAPL will climb from its current peak of $174 in the foreseeable future.</p><p><blockquote>苹果股票(<b>AAPL</b>）继续无情地攀升至3万亿美元大关。不过，尽管华尔街仍对该公司给予“强力买入”的一致评级，但并非所有分析师都认为AAPL将在可预见的未来从目前174美元的峰值攀升。</blockquote></p><p> In the past couple of days, two experts who hold a neutral stance on Apple have spoken. One of them believes that the stock is worth only $142 apiece, suggesting 18% downside from current levels. Here is why these analysts are skeptical.</p><p><blockquote>过去几天，两位对苹果持中立立场的专家发表了讲话。其中一人认为该股每股价值仅为142美元，较当前水平下跌18%。这就是这些分析师持怀疑态度的原因。</blockquote></p><p> <b>Apple stock rises, but so do risks</b></p><p><blockquote><b>苹果股价上涨，但风险也随之上涨</b></blockquote></p><p> Goldman Sachs’ Rod Hall is a former bear who&nbsp;threw in the towel a few months ago&nbsp;and changed his position on AAPL from sell to neutral. However, according toTipRanks, the analyst has just restated his $142 price target on Apple stock, pointing at 18% downside risk following the impressive rally of the past few weeks.</p><p><blockquote>高盛(Goldman Sachs)的罗德·霍尔(Rod Hall)曾是空头，几个月前认输，将对苹果公司的仓位从卖出改为中性。然而，据TipRanks称，该分析师刚刚重申了苹果股票142美元的目标价，指出在过去几周令人印象深刻的上涨之后，下行风险为18%。</blockquote></p><p> During a recent&nbsp;CNBC interview, Mr. Hall explained that he is cautious about AAPL mostly due to the company’s user base and average revenue generated per user. First, he sees subscriber growth slowing down to GDP levels. Second, Rod thinks that ARPU (average revenue per user) will stabilize, after spiking by what he estimates to be an impressive 20% during the thick of the pandemic.</p><p><blockquote>在最近接受CNBC采访时，霍尔先生解释说，他对AAPL持谨慎态度，主要是因为该公司的用户群和每个用户产生的平均收入。首先，他认为用户增长将放缓至GDP水平。其次，Rod认为ARPU（每用户平均收入）在疫情最严重期间飙升20%后将趋于稳定。</blockquote></p><p> Goldman Sachs wraps up its not-so-bullish case by observing how a reduction in iPhone lead times in the US, Europe and China in the holiday period could be a sign of slowing demand. The rationale: if supply is constrained in 2021 and lead times have dropped, the missing piece in this equation is probably a decline in demand for the devices.</p><p><blockquote>高盛（Goldman Sachs）通过观察假期期间美国、欧洲和中国iPhone交付时间的缩短可能是需求放缓的迹象，总结了其不那么乐观的观点。理由是：如果2021年供应受到限制并且交货时间缩短，那么这个等式中缺失的部分可能是对设备需求的下降。</blockquote></p><p> Credit Suisse was the other research shop to&nbsp;publish&nbsp;recently on Apple. Analyst Sami Badri assumed coverage from Matthew Cabral, and had his chance to change the bank’s rating on AAPL from neutral. Instead, he reinforced the recommendation and set the price target at $150.</p><p><blockquote>瑞士信贷是最近在苹果上发表文章的另一家研究机构。分析师萨米·巴德里(Sami Badri)接受了马修·卡布拉尔(Matthew Cabral)的报道，并有机会将该银行对苹果公司的评级从中性改变。相反，他强化了这一建议，并将目标价定为150美元。</blockquote></p><p> Mr. Badri’spredecessor has often cited&nbsp;longer lead times as an indication of demand overwhelming supply. With the supply-demand dynamic now heading closer to a state of balance, this could be bad news for Apple in the short term — especially days after Bloomberg’s report that the Cupertino company&nbsp;may have overordered iPhone units&nbsp;for the holiday period.</p><p><blockquote>巴德里的前任经常将较长的交货时间视为需求压倒供应的迹象。随着供需动态现在接近平衡状态，这在短期内对苹果来说可能是个坏消息——尤其是在彭博社报道这家库比蒂诺公司可能在假期期间超额订购了iPhone几天后。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·梅文的看法</b></blockquote></p><p> I believe that more bearish cases against AAPL could surface as Apple stock moves higher. While I think that the argument against an investment here tends to lean too heavily on near-term risks (e.g. iPhone sales in fiscal Q1), there is something to be said about a stock that continues to climb relentlessly and valuation multiples that keep expanding.</p><p><blockquote>我相信，随着苹果股价走高，更多针对苹果公司的看跌案例可能会浮出水面。虽然我认为这里反对投资的论点往往过于依赖近期风险（例如第一财季的iPhone销量），但对于一只继续无情攀升且估值倍数不断扩大的股票，还是有一些话要说的。</blockquote></p><p> I maintain my views on AAPL: the stock seems to be a buy-and-hold for the long term, considering growth opportunities in services at first and brand-new devices later — think&nbsp;mixed reality and autonomous EV.</p><p><blockquote>我维持对苹果公司的看法：该股似乎是长期买入并持有的股票，首先考虑服务业的增长机会，然后考虑全新设备的增长机会——想想混合现实和自动驾驶电动汽车。</blockquote></p><p> That said, Apple stock&nbsp;tends to perform substantially better&nbsp;following a sharp pullback. Therefore, I think that investors that buy shares today should not count on oversized, 2020-like returns going forward.</p><p><blockquote>也就是说，苹果股票在大幅回调后往往表现得更好。因此，我认为今天购买股票的投资者不应该指望未来会有类似2020年的巨额回报。</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>The Bears Have Spoken: Apple Stock Could Drop 18%<blockquote>空头发声：苹果股价可能下跌18%</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\">\nThe Bears Have Spoken: Apple Stock Could Drop 18%<blockquote>空头发声：苹果股价可能下跌18%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-10 14:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple stock&nbsp;(<b>AAPL</b>)&nbsp;continues to climb relentlessly&nbsp;on its way to the $3 trillion mark. But while Wall Street still has a “strong buy” consensus&nbsp;rating&nbsp;on the name, not every analyst believes that AAPL will climb from its current peak of $174 in the foreseeable future.</p><p><blockquote>苹果股票(<b>AAPL</b>）继续无情地攀升至3万亿美元大关。不过，尽管华尔街仍对该公司给予“强力买入”的一致评级，但并非所有分析师都认为AAPL将在可预见的未来从目前174美元的峰值攀升。</blockquote></p><p> In the past couple of days, two experts who hold a neutral stance on Apple have spoken. One of them believes that the stock is worth only $142 apiece, suggesting 18% downside from current levels. Here is why these analysts are skeptical.</p><p><blockquote>过去几天，两位对苹果持中立立场的专家发表了讲话。其中一人认为该股每股价值仅为142美元，较当前水平下跌18%。这就是这些分析师持怀疑态度的原因。</blockquote></p><p> <b>Apple stock rises, but so do risks</b></p><p><blockquote><b>苹果股价上涨，但风险也随之上涨</b></blockquote></p><p> Goldman Sachs’ Rod Hall is a former bear who&nbsp;threw in the towel a few months ago&nbsp;and changed his position on AAPL from sell to neutral. However, according toTipRanks, the analyst has just restated his $142 price target on Apple stock, pointing at 18% downside risk following the impressive rally of the past few weeks.</p><p><blockquote>高盛(Goldman Sachs)的罗德·霍尔(Rod Hall)曾是空头，几个月前认输，将对苹果公司的仓位从卖出改为中性。然而，据TipRanks称，该分析师刚刚重申了苹果股票142美元的目标价，指出在过去几周令人印象深刻的上涨之后，下行风险为18%。</blockquote></p><p> During a recent&nbsp;CNBC interview, Mr. Hall explained that he is cautious about AAPL mostly due to the company’s user base and average revenue generated per user. First, he sees subscriber growth slowing down to GDP levels. Second, Rod thinks that ARPU (average revenue per user) will stabilize, after spiking by what he estimates to be an impressive 20% during the thick of the pandemic.</p><p><blockquote>在最近接受CNBC采访时，霍尔先生解释说，他对AAPL持谨慎态度，主要是因为该公司的用户群和每个用户产生的平均收入。首先，他认为用户增长将放缓至GDP水平。其次，Rod认为ARPU（每用户平均收入）在疫情最严重期间飙升20%后将趋于稳定。</blockquote></p><p> Goldman Sachs wraps up its not-so-bullish case by observing how a reduction in iPhone lead times in the US, Europe and China in the holiday period could be a sign of slowing demand. The rationale: if supply is constrained in 2021 and lead times have dropped, the missing piece in this equation is probably a decline in demand for the devices.</p><p><blockquote>高盛（Goldman Sachs）通过观察假期期间美国、欧洲和中国iPhone交付时间的缩短可能是需求放缓的迹象，总结了其不那么乐观的观点。理由是：如果2021年供应受到限制并且交货时间缩短，那么这个等式中缺失的部分可能是对设备需求的下降。</blockquote></p><p> Credit Suisse was the other research shop to&nbsp;publish&nbsp;recently on Apple. Analyst Sami Badri assumed coverage from Matthew Cabral, and had his chance to change the bank’s rating on AAPL from neutral. Instead, he reinforced the recommendation and set the price target at $150.</p><p><blockquote>瑞士信贷是最近在苹果上发表文章的另一家研究机构。分析师萨米·巴德里(Sami Badri)接受了马修·卡布拉尔(Matthew Cabral)的报道，并有机会将该银行对苹果公司的评级从中性改变。相反，他强化了这一建议，并将目标价定为150美元。</blockquote></p><p> Mr. Badri’spredecessor has often cited&nbsp;longer lead times as an indication of demand overwhelming supply. With the supply-demand dynamic now heading closer to a state of balance, this could be bad news for Apple in the short term — especially days after Bloomberg’s report that the Cupertino company&nbsp;may have overordered iPhone units&nbsp;for the holiday period.</p><p><blockquote>巴德里的前任经常将较长的交货时间视为需求压倒供应的迹象。随着供需动态现在接近平衡状态，这在短期内对苹果来说可能是个坏消息——尤其是在彭博社报道这家库比蒂诺公司可能在假期期间超额订购了iPhone几天后。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·梅文的看法</b></blockquote></p><p> I believe that more bearish cases against AAPL could surface as Apple stock moves higher. While I think that the argument against an investment here tends to lean too heavily on near-term risks (e.g. iPhone sales in fiscal Q1), there is something to be said about a stock that continues to climb relentlessly and valuation multiples that keep expanding.</p><p><blockquote>我相信，随着苹果股价走高，更多针对苹果公司的看跌案例可能会浮出水面。虽然我认为这里反对投资的论点往往过于依赖近期风险（例如第一财季的iPhone销量），但对于一只继续无情攀升且估值倍数不断扩大的股票，还是有一些话要说的。</blockquote></p><p> I maintain my views on AAPL: the stock seems to be a buy-and-hold for the long term, considering growth opportunities in services at first and brand-new devices later — think&nbsp;mixed reality and autonomous EV.</p><p><blockquote>我维持对苹果公司的看法：该股似乎是长期买入并持有的股票，首先考虑服务业的增长机会，然后考虑全新设备的增长机会——想想混合现实和自动驾驶电动汽车。</blockquote></p><p> That said, Apple stock&nbsp;tends to perform substantially better&nbsp;following a sharp pullback. Therefore, I think that investors that buy shares today should not count on oversized, 2020-like returns going forward.</p><p><blockquote>也就是说，苹果股票在大幅回调后往往表现得更好。因此，我认为今天购买股票的投资者不应该指望未来会有类似2020年的巨额回报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/the-bears-have-spoken-apple-stock-could-drop-18\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/the-bears-have-spoken-apple-stock-could-drop-18","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153652287","content_text":"Apple stock (AAPL) continues to climb relentlessly on its way to the $3 trillion mark. But while Wall Street still has a “strong buy” consensus rating on the name, not every analyst believes that AAPL will climb from its current peak of $174 in the foreseeable future.\nIn the past couple of days, two experts who hold a neutral stance on Apple have spoken. One of them believes that the stock is worth only $142 apiece, suggesting 18% downside from current levels. Here is why these analysts are skeptical.\nApple stock rises, but so do risks\nGoldman Sachs’ Rod Hall is a former bear who threw in the towel a few months ago and changed his position on AAPL from sell to neutral. However, according toTipRanks, the analyst has just restated his $142 price target on Apple stock, pointing at 18% downside risk following the impressive rally of the past few weeks.\nDuring a recent CNBC interview, Mr. Hall explained that he is cautious about AAPL mostly due to the company’s user base and average revenue generated per user. First, he sees subscriber growth slowing down to GDP levels. Second, Rod thinks that ARPU (average revenue per user) will stabilize, after spiking by what he estimates to be an impressive 20% during the thick of the pandemic.\nGoldman Sachs wraps up its not-so-bullish case by observing how a reduction in iPhone lead times in the US, Europe and China in the holiday period could be a sign of slowing demand. The rationale: if supply is constrained in 2021 and lead times have dropped, the missing piece in this equation is probably a decline in demand for the devices.\nCredit Suisse was the other research shop to publish recently on Apple. Analyst Sami Badri assumed coverage from Matthew Cabral, and had his chance to change the bank’s rating on AAPL from neutral. Instead, he reinforced the recommendation and set the price target at $150.\nMr. Badri’spredecessor has often cited longer lead times as an indication of demand overwhelming supply. With the supply-demand dynamic now heading closer to a state of balance, this could be bad news for Apple in the short term — especially days after Bloomberg’s report that the Cupertino company may have overordered iPhone units for the holiday period.\nApple Maven’s take\nI believe that more bearish cases against AAPL could surface as Apple stock moves higher. While I think that the argument against an investment here tends to lean too heavily on near-term risks (e.g. iPhone sales in fiscal Q1), there is something to be said about a stock that continues to climb relentlessly and valuation multiples that keep expanding.\nI maintain my views on AAPL: the stock seems to be a buy-and-hold for the long term, considering growth opportunities in services at first and brand-new devices later — think mixed reality and autonomous EV.\nThat said, Apple stock tends to perform substantially better following a sharp pullback. Therefore, I think that investors that buy shares today should not count on oversized, 2020-like returns going forward.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605323637,"gmtCreate":1639117113892,"gmtModify":1639120544509,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Oops&nbsp;","listText":"Oops&nbsp;","text":"Oops","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605323637","repostId":"1153652287","repostType":4,"repost":{"id":"1153652287","kind":"news","pubTimestamp":1639116079,"share":"https://www.laohu8.com/m/news/1153652287?lang=zh_CN&edition=full","pubTime":"2021-12-10 14:01","market":"us","language":"en","title":"The Bears Have Spoken: Apple Stock Could Drop 18%<blockquote>空头发声：苹果股价可能下跌18%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153652287","media":"TheStreet","summary":"Apple stock (AAPL) continues to climb relentlessly on its way to the $3 trillion mark. But while Wal","content":"<p>Apple stock&nbsp;(<b>AAPL</b>)&nbsp;continues to climb relentlessly&nbsp;on its way to the $3 trillion mark. But while Wall Street still has a “strong buy” consensus&nbsp;rating&nbsp;on the name, not every analyst believes that AAPL will climb from its current peak of $174 in the foreseeable future.</p><p><blockquote>苹果股票(<b>AAPL</b>）继续无情地攀升至3万亿美元大关。不过，尽管华尔街仍对该公司给予“强力买入”的一致评级，但并非所有分析师都认为AAPL将在可预见的未来从目前174美元的峰值攀升。</blockquote></p><p> In the past couple of days, two experts who hold a neutral stance on Apple have spoken. One of them believes that the stock is worth only $142 apiece, suggesting 18% downside from current levels. Here is why these analysts are skeptical.</p><p><blockquote>过去几天，两位对苹果持中立立场的专家发表了讲话。其中一人认为该股每股价值仅为142美元，较当前水平下跌18%。这就是这些分析师持怀疑态度的原因。</blockquote></p><p> <b>Apple stock rises, but so do risks</b></p><p><blockquote><b>苹果股价上涨，但风险也随之上涨</b></blockquote></p><p> Goldman Sachs’ Rod Hall is a former bear who&nbsp;threw in the towel a few months ago&nbsp;and changed his position on AAPL from sell to neutral. However, according toTipRanks, the analyst has just restated his $142 price target on Apple stock, pointing at 18% downside risk following the impressive rally of the past few weeks.</p><p><blockquote>高盛(Goldman Sachs)的罗德·霍尔(Rod Hall)曾是空头，几个月前认输，将对苹果公司的仓位从卖出改为中性。然而，据TipRanks称，该分析师刚刚重申了苹果股票142美元的目标价，指出在过去几周令人印象深刻的上涨之后，下行风险为18%。</blockquote></p><p> During a recent&nbsp;CNBC interview, Mr. Hall explained that he is cautious about AAPL mostly due to the company’s user base and average revenue generated per user. First, he sees subscriber growth slowing down to GDP levels. Second, Rod thinks that ARPU (average revenue per user) will stabilize, after spiking by what he estimates to be an impressive 20% during the thick of the pandemic.</p><p><blockquote>在最近接受CNBC采访时，霍尔先生解释说，他对AAPL持谨慎态度，主要是因为该公司的用户群和每个用户产生的平均收入。首先，他认为用户增长将放缓至GDP水平。其次，Rod认为ARPU（每用户平均收入）在疫情最严重期间飙升20%后将趋于稳定。</blockquote></p><p> Goldman Sachs wraps up its not-so-bullish case by observing how a reduction in iPhone lead times in the US, Europe and China in the holiday period could be a sign of slowing demand. The rationale: if supply is constrained in 2021 and lead times have dropped, the missing piece in this equation is probably a decline in demand for the devices.</p><p><blockquote>高盛（Goldman Sachs）通过观察假期期间美国、欧洲和中国iPhone交付时间的缩短可能是需求放缓的迹象，总结了其不那么乐观的观点。理由是：如果2021年供应受到限制并且交货时间缩短，那么这个等式中缺失的部分可能是对设备需求的下降。</blockquote></p><p> Credit Suisse was the other research shop to&nbsp;publish&nbsp;recently on Apple. Analyst Sami Badri assumed coverage from Matthew Cabral, and had his chance to change the bank’s rating on AAPL from neutral. Instead, he reinforced the recommendation and set the price target at $150.</p><p><blockquote>瑞士信贷是最近在苹果上发表文章的另一家研究机构。分析师萨米·巴德里(Sami Badri)接受了马修·卡布拉尔(Matthew Cabral)的报道，并有机会将该银行对苹果公司的评级从中性改变。相反，他强化了这一建议，并将目标价定为150美元。</blockquote></p><p> Mr. Badri’spredecessor has often cited&nbsp;longer lead times as an indication of demand overwhelming supply. With the supply-demand dynamic now heading closer to a state of balance, this could be bad news for Apple in the short term — especially days after Bloomberg’s report that the Cupertino company&nbsp;may have overordered iPhone units&nbsp;for the holiday period.</p><p><blockquote>巴德里的前任经常将较长的交货时间视为需求压倒供应的迹象。随着供需动态现在接近平衡状态，这在短期内对苹果来说可能是个坏消息——尤其是在彭博社报道这家库比蒂诺公司可能在假期期间超额订购了iPhone几天后。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·梅文的看法</b></blockquote></p><p> I believe that more bearish cases against AAPL could surface as Apple stock moves higher. While I think that the argument against an investment here tends to lean too heavily on near-term risks (e.g. iPhone sales in fiscal Q1), there is something to be said about a stock that continues to climb relentlessly and valuation multiples that keep expanding.</p><p><blockquote>我相信，随着苹果股价走高，更多针对苹果公司的看跌案例可能会浮出水面。虽然我认为这里反对投资的论点往往过于依赖近期风险（例如第一财季的iPhone销量），但对于一只继续无情攀升且估值倍数不断扩大的股票，还是有一些话要说的。</blockquote></p><p> I maintain my views on AAPL: the stock seems to be a buy-and-hold for the long term, considering growth opportunities in services at first and brand-new devices later — think&nbsp;mixed reality and autonomous EV.</p><p><blockquote>我维持对苹果公司的看法：该股似乎是长期买入并持有的股票，首先考虑服务业的增长机会，然后考虑全新设备的增长机会——想想混合现实和自动驾驶电动汽车。</blockquote></p><p> That said, Apple stock&nbsp;tends to perform substantially better&nbsp;following a sharp pullback. Therefore, I think that investors that buy shares today should not count on oversized, 2020-like returns going forward.</p><p><blockquote>也就是说，苹果股票在大幅回调后往往表现得更好。因此，我认为今天购买股票的投资者不应该指望未来会有类似2020年的巨额回报。</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>The Bears Have Spoken: Apple Stock Could Drop 18%<blockquote>空头发声：苹果股价可能下跌18%</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\">\nThe Bears Have Spoken: Apple Stock Could Drop 18%<blockquote>空头发声：苹果股价可能下跌18%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-10 14:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple stock&nbsp;(<b>AAPL</b>)&nbsp;continues to climb relentlessly&nbsp;on its way to the $3 trillion mark. But while Wall Street still has a “strong buy” consensus&nbsp;rating&nbsp;on the name, not every analyst believes that AAPL will climb from its current peak of $174 in the foreseeable future.</p><p><blockquote>苹果股票(<b>AAPL</b>）继续无情地攀升至3万亿美元大关。不过，尽管华尔街仍对该公司给予“强力买入”的一致评级，但并非所有分析师都认为AAPL将在可预见的未来从目前174美元的峰值攀升。</blockquote></p><p> In the past couple of days, two experts who hold a neutral stance on Apple have spoken. One of them believes that the stock is worth only $142 apiece, suggesting 18% downside from current levels. Here is why these analysts are skeptical.</p><p><blockquote>过去几天，两位对苹果持中立立场的专家发表了讲话。其中一人认为该股每股价值仅为142美元，较当前水平下跌18%。这就是这些分析师持怀疑态度的原因。</blockquote></p><p> <b>Apple stock rises, but so do risks</b></p><p><blockquote><b>苹果股价上涨，但风险也随之上涨</b></blockquote></p><p> Goldman Sachs’ Rod Hall is a former bear who&nbsp;threw in the towel a few months ago&nbsp;and changed his position on AAPL from sell to neutral. However, according toTipRanks, the analyst has just restated his $142 price target on Apple stock, pointing at 18% downside risk following the impressive rally of the past few weeks.</p><p><blockquote>高盛(Goldman Sachs)的罗德·霍尔(Rod Hall)曾是空头，几个月前认输，将对苹果公司的仓位从卖出改为中性。然而，据TipRanks称，该分析师刚刚重申了苹果股票142美元的目标价，指出在过去几周令人印象深刻的上涨之后，下行风险为18%。</blockquote></p><p> During a recent&nbsp;CNBC interview, Mr. Hall explained that he is cautious about AAPL mostly due to the company’s user base and average revenue generated per user. First, he sees subscriber growth slowing down to GDP levels. Second, Rod thinks that ARPU (average revenue per user) will stabilize, after spiking by what he estimates to be an impressive 20% during the thick of the pandemic.</p><p><blockquote>在最近接受CNBC采访时，霍尔先生解释说，他对AAPL持谨慎态度，主要是因为该公司的用户群和每个用户产生的平均收入。首先，他认为用户增长将放缓至GDP水平。其次，Rod认为ARPU（每用户平均收入）在疫情最严重期间飙升20%后将趋于稳定。</blockquote></p><p> Goldman Sachs wraps up its not-so-bullish case by observing how a reduction in iPhone lead times in the US, Europe and China in the holiday period could be a sign of slowing demand. The rationale: if supply is constrained in 2021 and lead times have dropped, the missing piece in this equation is probably a decline in demand for the devices.</p><p><blockquote>高盛（Goldman Sachs）通过观察假期期间美国、欧洲和中国iPhone交付时间的缩短可能是需求放缓的迹象，总结了其不那么乐观的观点。理由是：如果2021年供应受到限制并且交货时间缩短，那么这个等式中缺失的部分可能是对设备需求的下降。</blockquote></p><p> Credit Suisse was the other research shop to&nbsp;publish&nbsp;recently on Apple. Analyst Sami Badri assumed coverage from Matthew Cabral, and had his chance to change the bank’s rating on AAPL from neutral. Instead, he reinforced the recommendation and set the price target at $150.</p><p><blockquote>瑞士信贷是最近在苹果上发表文章的另一家研究机构。分析师萨米·巴德里(Sami Badri)接受了马修·卡布拉尔(Matthew Cabral)的报道，并有机会将该银行对苹果公司的评级从中性改变。相反，他强化了这一建议，并将目标价定为150美元。</blockquote></p><p> Mr. Badri’spredecessor has often cited&nbsp;longer lead times as an indication of demand overwhelming supply. With the supply-demand dynamic now heading closer to a state of balance, this could be bad news for Apple in the short term — especially days after Bloomberg’s report that the Cupertino company&nbsp;may have overordered iPhone units&nbsp;for the holiday period.</p><p><blockquote>巴德里的前任经常将较长的交货时间视为需求压倒供应的迹象。随着供需动态现在接近平衡状态，这在短期内对苹果来说可能是个坏消息——尤其是在彭博社报道这家库比蒂诺公司可能在假期期间超额订购了iPhone几天后。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·梅文的看法</b></blockquote></p><p> I believe that more bearish cases against AAPL could surface as Apple stock moves higher. While I think that the argument against an investment here tends to lean too heavily on near-term risks (e.g. iPhone sales in fiscal Q1), there is something to be said about a stock that continues to climb relentlessly and valuation multiples that keep expanding.</p><p><blockquote>我相信，随着苹果股价走高，更多针对苹果公司的看跌案例可能会浮出水面。虽然我认为这里反对投资的论点往往过于依赖近期风险（例如第一财季的iPhone销量），但对于一只继续无情攀升且估值倍数不断扩大的股票，还是有一些话要说的。</blockquote></p><p> I maintain my views on AAPL: the stock seems to be a buy-and-hold for the long term, considering growth opportunities in services at first and brand-new devices later — think&nbsp;mixed reality and autonomous EV.</p><p><blockquote>我维持对苹果公司的看法：该股似乎是长期买入并持有的股票，首先考虑服务业的增长机会，然后考虑全新设备的增长机会——想想混合现实和自动驾驶电动汽车。</blockquote></p><p> That said, Apple stock&nbsp;tends to perform substantially better&nbsp;following a sharp pullback. Therefore, I think that investors that buy shares today should not count on oversized, 2020-like returns going forward.</p><p><blockquote>也就是说，苹果股票在大幅回调后往往表现得更好。因此，我认为今天购买股票的投资者不应该指望未来会有类似2020年的巨额回报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/the-bears-have-spoken-apple-stock-could-drop-18\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/the-bears-have-spoken-apple-stock-could-drop-18","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153652287","content_text":"Apple stock (AAPL) continues to climb relentlessly on its way to the $3 trillion mark. But while Wall Street still has a “strong buy” consensus rating on the name, not every analyst believes that AAPL will climb from its current peak of $174 in the foreseeable future.\nIn the past couple of days, two experts who hold a neutral stance on Apple have spoken. One of them believes that the stock is worth only $142 apiece, suggesting 18% downside from current levels. Here is why these analysts are skeptical.\nApple stock rises, but so do risks\nGoldman Sachs’ Rod Hall is a former bear who threw in the towel a few months ago and changed his position on AAPL from sell to neutral. However, according toTipRanks, the analyst has just restated his $142 price target on Apple stock, pointing at 18% downside risk following the impressive rally of the past few weeks.\nDuring a recent CNBC interview, Mr. Hall explained that he is cautious about AAPL mostly due to the company’s user base and average revenue generated per user. First, he sees subscriber growth slowing down to GDP levels. Second, Rod thinks that ARPU (average revenue per user) will stabilize, after spiking by what he estimates to be an impressive 20% during the thick of the pandemic.\nGoldman Sachs wraps up its not-so-bullish case by observing how a reduction in iPhone lead times in the US, Europe and China in the holiday period could be a sign of slowing demand. The rationale: if supply is constrained in 2021 and lead times have dropped, the missing piece in this equation is probably a decline in demand for the devices.\nCredit Suisse was the other research shop to publish recently on Apple. Analyst Sami Badri assumed coverage from Matthew Cabral, and had his chance to change the bank’s rating on AAPL from neutral. Instead, he reinforced the recommendation and set the price target at $150.\nMr. Badri’spredecessor has often cited longer lead times as an indication of demand overwhelming supply. With the supply-demand dynamic now heading closer to a state of balance, this could be bad news for Apple in the short term — especially days after Bloomberg’s report that the Cupertino company may have overordered iPhone units for the holiday period.\nApple Maven’s take\nI believe that more bearish cases against AAPL could surface as Apple stock moves higher. While I think that the argument against an investment here tends to lean too heavily on near-term risks (e.g. iPhone sales in fiscal Q1), there is something to be said about a stock that continues to climb relentlessly and valuation multiples that keep expanding.\nI maintain my views on AAPL: the stock seems to be a buy-and-hold for the long term, considering growth opportunities in services at first and brand-new devices later — think mixed reality and autonomous EV.\nThat said, Apple stock tends to perform substantially better following a sharp pullback. Therefore, I think that investors that buy shares today should not count on oversized, 2020-like returns going forward.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602474626,"gmtCreate":1639062372809,"gmtModify":1639062698282,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602474626","repostId":"602461201","repostType":1,"repost":{"id":602461201,"gmtCreate":1639058642057,"gmtModify":1639059620200,"author":{"id":"3586061751257522","authorId":"3586061751257522","name":"SlowIncome","avatar":"https://static.tigerbbs.com/8f58da85f59ba0a3ddf93647be45c630","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586061751257522","idStr":"3586061751257522"},"themes":[],"htmlText":"(09/12)Today's pre-market GAINERS:<a href=\"https://laohu8.com/S/IINN\">$Inspira Technologies Oxy B.H.N. Ltd.(IINN)$</a><a href=\"https://laohu8.com/S/ENSC\">$Ensysce Biosciences Inc.(ENSC)$</a><a href=\"https://laohu8.com/S/IPW\">$iPower Inc.(IPW)$</a><a href=\"https://laohu8.com/S/PEAR\">$Pear Therapeutics(PEAR)$</a><a href=\"https://laohu8.com/S/AVCT\">$American Virtual Cloud Technologies, Inc.(AVCT)$</a>Please like and follow for daily updates&nbsp;","listText":"(09/12)Today's pre-market GAINERS:<a href=\"https://laohu8.com/S/IINN\">$Inspira Technologies Oxy B.H.N. Ltd.(IINN)$</a><a href=\"https://laohu8.com/S/ENSC\">$Ensysce Biosciences Inc.(ENSC)$</a><a href=\"https://laohu8.com/S/IPW\">$iPower Inc.(IPW)$</a><a href=\"https://laohu8.com/S/PEAR\">$Pear Therapeutics(PEAR)$</a><a href=\"https://laohu8.com/S/AVCT\">$American Virtual Cloud Technologies, Inc.(AVCT)$</a>Please like and follow for daily updates&nbsp;","text":"(09/12)Today's pre-market GAINERS:$Inspira Technologies Oxy B.H.N. Ltd.(IINN)$$Ensysce Biosciences Inc.(ENSC)$$iPower Inc.(IPW)$$Pear Therapeutics(PEAR)$$American Virtual Cloud Technologies, Inc.(AVCT)$Please like and follow for daily updates","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602461201","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606855128,"gmtCreate":1638861955288,"gmtModify":1638861955477,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Hopefully","listText":"Hopefully","text":"Hopefully","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606855128","repostId":"1116397821","repostType":4,"isVote":1,"tweetType":1,"viewCount":2622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606856799,"gmtCreate":1638861705573,"gmtModify":1638861705761,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606856799","repostId":"1153232076","repostType":4,"repost":{"id":"1153232076","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1638860187,"share":"https://www.laohu8.com/m/news/1153232076?lang=zh_CN&edition=full","pubTime":"2021-12-07 14:56","market":"us","language":"en","title":"Apple Analyst: Cupertino's Stock Is Attractive Versus Other Mega Caps Despite Valuation<blockquote>苹果分析师：尽管估值较高，但库比蒂诺的股票与其他大型股相比仍具有吸引力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153232076","media":"Benzinga","summary":"Apple, Inc. shares are rebounding after the weakness witnessed late last week on reports of weaker i","content":"<p><b>Apple, Inc.</b>&nbsp;shares are rebounding after the weakness witnessed late last week on reports of&nbsp;weaker iPhone demand.Notwithstanding the rich valuation the shares have built up this year, they are still a buy, according to an analyst at KeyBanc Capital Markets.</p><p><blockquote><b>苹果公司。</b>上周晚些时候，有报道称iPhone需求疲软，股价出现疲软，目前正在反弹。KeyBanc Capital Markets分析师表示，尽管该股今年估值很高，但仍值得买入。</blockquote></p><p> <b>The Apple Analyst:</b>Brandon Nispel initiated coverage of Apple shares with an Overweight rating and $191 price target,.</p><p><blockquote><b>苹果分析师：</b>Brandon Nispel首次对苹果股票进行了跑赢大盘评级和191美元的目标价。</blockquote></p><p> <b>The Apple Thesis:</b>Apple's iPhone sales have not peaked, with a 5G upgrade cycle near-term potentially pushing Apple past its peak, analyst Nispel said in a note. The company isn't overly reliant on the iPhone, as the product breadth has expanded, he added.</p><p><blockquote><b>苹果论文：</b>分析师Nispel在一份报告中表示，苹果的iPhone销量尚未见顶，近期的5G升级周期可能会将苹果推过峰值。他补充说，随着产品范围的扩大，该公司并没有过度依赖iPhone。</blockquote></p><p> The analyst expects Services to grow at rates multiple times faster than user growth, ultimately driving gross margins higher through revenue mix. This, the analyst said, is despite concerns over regulations of Apple and the&nbsp;App Store.</p><p><blockquote>该分析师预计，服务的增长速度将是用户增长速度的数倍，最终通过收入组合推高毛利率。这位分析师表示，尽管人们对苹果和App Store的监管感到担忧。</blockquote></p><p> Apple will have 1.09 billion active installed iPhones and 1.8 billion active installed devices at the end of the first quarter of fiscal year 2022, Nispel estimates.</p><p><blockquote>Nispel估计，到2022财年第一季度末，苹果将拥有10.9亿部iPhone活跃安装量和18亿部活跃安装设备。</blockquote></p><p> \"To us, it's all about AAPL's user base, which is among the largest in the world, where a large and growing user base and new products and services provide a solid foundation for growth,\" the analyst said in the note.</p><p><blockquote>这位分析师在报告中表示：“对我们来说，这一切都与AAPL的用户群有关，它是世界上最大的用户群之一，庞大且不断增长的用户群以及新产品和服务为增长提供了坚实的基础。”</blockquote></p><p> While the company will likely make a healthy investment in the business, it is likely to allocate of over 100% of free cash flow to shareholders through about $300 billion of dividends and share repurchases over the next three years, providing attractive returns to shareholders, the analyst said.</p><p><blockquote>虽然该公司可能会对该业务进行健康投资，但它可能会在未来三年内通过约3000亿美元的股息和股票回购将超过100%的自由现金流分配给股东，为股东提供有吸引力的回报，分析师表示。</blockquote></p><p> KeyBanc estimates fiscal year 2022 revenues, gross margin, adjusted EBITDA and FCF of $386.3 billion, 42.5%, $135.9 billion and $106.1 billion, respectively, with all metrics coming in above consensus.</p><p><blockquote>KeyBanc预计2022财年的收入、毛利率、调整后EBITDA和FCF分别为3863亿美元、42.5%、1359亿美元和1061亿美元，所有指标均高于共识。</blockquote></p><p> \"While AAPL is expensive by historical valuations, we find AAPL attractive relative to other mega-caps given AAPL's superior ROIC characteristics,\" the firm said.</p><p><blockquote>该公司表示：“虽然从历史估值来看，AAPL价格昂贵，但鉴于AAPL卓越的投资回报率特征，我们发现AAPL相对于其他大型股具有吸引力。”</blockquote></p><p> AAPL trades at 18.5 times the firm's 2023 EBITDA estimates vs. the \"Big Tech\" peer group average of 15.3 times. Apple's lower growth compared to peers is offset by high ROIC and justifies an above-peer average valuation multiple, the firm said.</p><p><blockquote>AAPL的市盈率是该公司2023年EBITDA预期的18.5倍，而“大型科技”同行的平均水平为15.3倍。该公司表示，与同行相比，苹果较低的增长被高投资回报率所抵消，并证明了高于同行平均估值倍数的合理性。</blockquote></p><p> <b>AAPL Price Action:</b>Apple shares gained 2.15% Monday, closing at $165.32.</p><p><blockquote><b>AAPL价格走势：</b>苹果股价周一上涨2.15%，收于165.32美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Analyst: Cupertino's Stock Is Attractive Versus Other Mega Caps Despite Valuation<blockquote>苹果分析师：尽管估值较高，但库比蒂诺的股票与其他大型股相比仍具有吸引力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Analyst: Cupertino's Stock Is Attractive Versus Other Mega Caps Despite Valuation<blockquote>苹果分析师：尽管估值较高，但库比蒂诺的股票与其他大型股相比仍具有吸引力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-07 14:56</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Apple, Inc.</b>&nbsp;shares are rebounding after the weakness witnessed late last week on reports of&nbsp;weaker iPhone demand.Notwithstanding the rich valuation the shares have built up this year, they are still a buy, according to an analyst at KeyBanc Capital Markets.</p><p><blockquote><b>苹果公司。</b>上周晚些时候，有报道称iPhone需求疲软，股价出现疲软，目前正在反弹。KeyBanc Capital Markets分析师表示，尽管该股今年估值很高，但仍值得买入。</blockquote></p><p> <b>The Apple Analyst:</b>Brandon Nispel initiated coverage of Apple shares with an Overweight rating and $191 price target,.</p><p><blockquote><b>苹果分析师：</b>Brandon Nispel首次对苹果股票进行了跑赢大盘评级和191美元的目标价。</blockquote></p><p> <b>The Apple Thesis:</b>Apple's iPhone sales have not peaked, with a 5G upgrade cycle near-term potentially pushing Apple past its peak, analyst Nispel said in a note. The company isn't overly reliant on the iPhone, as the product breadth has expanded, he added.</p><p><blockquote><b>苹果论文：</b>分析师Nispel在一份报告中表示，苹果的iPhone销量尚未见顶，近期的5G升级周期可能会将苹果推过峰值。他补充说，随着产品范围的扩大，该公司并没有过度依赖iPhone。</blockquote></p><p> The analyst expects Services to grow at rates multiple times faster than user growth, ultimately driving gross margins higher through revenue mix. This, the analyst said, is despite concerns over regulations of Apple and the&nbsp;App Store.</p><p><blockquote>该分析师预计，服务的增长速度将是用户增长速度的数倍，最终通过收入组合推高毛利率。这位分析师表示，尽管人们对苹果和App Store的监管感到担忧。</blockquote></p><p> Apple will have 1.09 billion active installed iPhones and 1.8 billion active installed devices at the end of the first quarter of fiscal year 2022, Nispel estimates.</p><p><blockquote>Nispel估计，到2022财年第一季度末，苹果将拥有10.9亿部iPhone活跃安装量和18亿部活跃安装设备。</blockquote></p><p> \"To us, it's all about AAPL's user base, which is among the largest in the world, where a large and growing user base and new products and services provide a solid foundation for growth,\" the analyst said in the note.</p><p><blockquote>这位分析师在报告中表示：“对我们来说，这一切都与AAPL的用户群有关，它是世界上最大的用户群之一，庞大且不断增长的用户群以及新产品和服务为增长提供了坚实的基础。”</blockquote></p><p> While the company will likely make a healthy investment in the business, it is likely to allocate of over 100% of free cash flow to shareholders through about $300 billion of dividends and share repurchases over the next three years, providing attractive returns to shareholders, the analyst said.</p><p><blockquote>虽然该公司可能会对该业务进行健康投资，但它可能会在未来三年内通过约3000亿美元的股息和股票回购将超过100%的自由现金流分配给股东，为股东提供有吸引力的回报，分析师表示。</blockquote></p><p> KeyBanc estimates fiscal year 2022 revenues, gross margin, adjusted EBITDA and FCF of $386.3 billion, 42.5%, $135.9 billion and $106.1 billion, respectively, with all metrics coming in above consensus.</p><p><blockquote>KeyBanc预计2022财年的收入、毛利率、调整后EBITDA和FCF分别为3863亿美元、42.5%、1359亿美元和1061亿美元，所有指标均高于共识。</blockquote></p><p> \"While AAPL is expensive by historical valuations, we find AAPL attractive relative to other mega-caps given AAPL's superior ROIC characteristics,\" the firm said.</p><p><blockquote>该公司表示：“虽然从历史估值来看，AAPL价格昂贵，但鉴于AAPL卓越的投资回报率特征，我们发现AAPL相对于其他大型股具有吸引力。”</blockquote></p><p> AAPL trades at 18.5 times the firm's 2023 EBITDA estimates vs. the \"Big Tech\" peer group average of 15.3 times. Apple's lower growth compared to peers is offset by high ROIC and justifies an above-peer average valuation multiple, the firm said.</p><p><blockquote>AAPL的市盈率是该公司2023年EBITDA预期的18.5倍，而“大型科技”同行的平均水平为15.3倍。该公司表示，与同行相比，苹果较低的增长被高投资回报率所抵消，并证明了高于同行平均估值倍数的合理性。</blockquote></p><p> <b>AAPL Price Action:</b>Apple shares gained 2.15% Monday, closing at $165.32.</p><p><blockquote><b>AAPL价格走势：</b>苹果股价周一上涨2.15%，收于165.32美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153232076","content_text":"Apple, Inc. shares are rebounding after the weakness witnessed late last week on reports of weaker iPhone demand.Notwithstanding the rich valuation the shares have built up this year, they are still a buy, according to an analyst at KeyBanc Capital Markets.\nThe Apple Analyst:Brandon Nispel initiated coverage of Apple shares with an Overweight rating and $191 price target,.\nThe Apple Thesis:Apple's iPhone sales have not peaked, with a 5G upgrade cycle near-term potentially pushing Apple past its peak, analyst Nispel said in a note. The company isn't overly reliant on the iPhone, as the product breadth has expanded, he added.\nThe analyst expects Services to grow at rates multiple times faster than user growth, ultimately driving gross margins higher through revenue mix. This, the analyst said, is despite concerns over regulations of Apple and the App Store.\nApple will have 1.09 billion active installed iPhones and 1.8 billion active installed devices at the end of the first quarter of fiscal year 2022, Nispel estimates.\n\"To us, it's all about AAPL's user base, which is among the largest in the world, where a large and growing user base and new products and services provide a solid foundation for growth,\" the analyst said in the note.\nWhile the company will likely make a healthy investment in the business, it is likely to allocate of over 100% of free cash flow to shareholders through about $300 billion of dividends and share repurchases over the next three years, providing attractive returns to shareholders, the analyst said.\nKeyBanc estimates fiscal year 2022 revenues, gross margin, adjusted EBITDA and FCF of $386.3 billion, 42.5%, $135.9 billion and $106.1 billion, respectively, with all metrics coming in above consensus.\n\"While AAPL is expensive by historical valuations, we find AAPL attractive relative to other mega-caps given AAPL's superior ROIC characteristics,\" the firm said.\nAAPL trades at 18.5 times the firm's 2023 EBITDA estimates vs. the \"Big Tech\" peer group average of 15.3 times. Apple's lower growth compared to peers is offset by high ROIC and justifies an above-peer average valuation multiple, the firm said.\nAAPL Price Action:Apple shares gained 2.15% Monday, closing at $165.32.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606856572,"gmtCreate":1638861658579,"gmtModify":1638861658777,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606856572","repostId":"2189686387","repostType":4,"isVote":1,"tweetType":1,"viewCount":2135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601086116,"gmtCreate":1638459658027,"gmtModify":1638459658153,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601086116","repostId":"396069004","repostType":1,"repost":{"id":396069004,"gmtCreate":1606992178508,"gmtModify":1703845822515,"author":{"id":"3550036841517774","authorId":"3550036841517774","name":"Erickoslin","avatar":"https://static.tigerbbs.com/eb72d461da2ff0195742853712f771ac","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550036841517774","idStr":"3550036841517774"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PTPI\">$Petros Pharmaceuticals Inc(PTPI)$</a> 合股","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PTPI\">$Petros Pharmaceuticals Inc(PTPI)$</a> 合股","text":"$Petros Pharmaceuticals Inc(PTPI)$ 合股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396069004","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603218752,"gmtCreate":1638412373455,"gmtModify":1638413977416,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603218752","repostId":"1160052832","repostType":4,"repost":{"id":"1160052832","kind":"news","pubTimestamp":1638411336,"share":"https://www.laohu8.com/m/news/1160052832?lang=zh_CN&edition=full","pubTime":"2021-12-02 10:15","market":"us","language":"en","title":"2 Unstoppable Stocks That Could Turn $200,000 Into $1 Million by 2030<blockquote>到2030年，2只势不可挡的股票可能将20万美元变成100万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160052832","media":"Motley Fool","summary":"In the face of broad stock market jitters, the best thing investors can do is take a long-term view.","content":"<p>In the face of broad stock market jitters, the best thing investors can do is take a long-term view. Over time, present-day noise matters less and market performance tends to smooth out.</p><p><blockquote>面对股市普遍的不安情绪，投资者能做的最好的事情就是从长计议。随着时间的推移，当今的噪音变得不那么重要，市场表现也趋于平稳。</blockquote></p><p> After all, in the past 20 years alone, markets have recovered from the dot-com bust and the global financial crisis. Both of these events raised plenty of concern as they were occurring but now look like blips on any&nbsp;long-term markets chart. While we're still in the midst of the COVID-19 pandemic, there's very little reason to think it will be any different when we look back at this time a decade from now.</p><p><blockquote>毕竟，仅在过去20年里，市场就从互联网泡沫破裂和全球金融危机中复苏。这两个事件在发生时都引起了很多关注，但现在看起来就像任何长期市场图表上的光点。虽然我们仍处于新冠肺炎疫情之中，但当我们十年后回顾这一时刻时，几乎没有理由认为情况会有所不同。</blockquote></p><p> Keeping that in mind, here are two stocks set to reward patient investors with the potential for&nbsp;fivefold growth&nbsp;by 2030.</p><p><blockquote>考虑到这一点，以下两只股票将奖励耐心的投资者，到2030年有可能实现五倍的增长。</blockquote></p><p> 1. The case for DigitalOcean</p><p><blockquote>1.DigitalOcean案例</blockquote></p><p> <b>DigitalOcean</b>(NYSE:DOCN)is in the&nbsp;cloud computing&nbsp;business, an industry dominated by&nbsp;tech&nbsp;royalty, including&nbsp;<b>Microsoft</b>, with its Azure platform, and&nbsp;<b>Amazon</b>, with Amazon Web Services (AWS). But DigitalOcean's advantage is actually its smaller size, as it serves areas of the market that might be too niche for its behemoth competitors.</p><p><blockquote><b>数字海洋</b>（纽约证券交易所股票代码：DOCN）从事云计算业务，这是一个由技术版税主导的行业，包括<b>微软</b>，及其Azure平台，以及<b>亚马逊</b>，使用Amazon Web Services(AWS)。但DigitalOcean的优势实际上是其较小的规模，因为它服务的市场领域对于其庞大的竞争对手来说可能过于利基。</blockquote></p><p> The company's focus is on simplicity. It's designed for small-scale applications run by users who might be less development savvy than the average AWS or Azure client (think start-ups, for example). Therefore, it places a heavy focus on competing on price and can be up to 56% cheaper than AWS, depending on product configuration. From a bandwidth perspective, pricing is as low as $0.01 per gigabyte, the cheapest in the industry.</p><p><blockquote>该公司的重点是简单。它是为那些可能不如普通AWS或Azure客户端那么精通开发的用户运行的小规模应用程序而设计的（例如，想想初创企业）。因此，它非常注重价格竞争，根据产品配置，价格可能比AWS便宜56%。从带宽角度来看，定价低至每千兆字节0.01美元，是业内最便宜的。</blockquote></p><p> For DigitalOcean's stock price to grow 400% by 2030, it would need to increase its revenue by 22.5% per year on a compounding basis -- assuming its current&nbsp;price-to-sales ratio&nbsp;remained constant. Since 2018, it has handily exceeded the mark.<img src=\"https://static.tigerbbs.com/5ffa234e3b5cbbf74b1fef29fd57c4ee\" tg-width=\"792\" tg-height=\"131\" width=\"100%\" height=\"auto\">Despite the strong performance over the past three years, revenue growth is expected to accelerate in 2022, based on early estimates by Wall Street analysts. DigitalOcean could deliver $562 million, which would represent an almost 32% increase compared with 2021.</p><p><blockquote>为了使DigitalOcean的股价到2030年增长400%，假设其当前的市销率保持不变，其收入需要在复利基础上每年增加22.5%。自2018年以来，它轻松突破了大关。尽管过去三年表现强劲，但根据华尔街分析师的早期估计，预计2022年收入增长将加速。DigitalOcean可交付5.62亿美元，与2021年相比增长近32%。</blockquote></p><p> And since the company is already profitable, it runs a much smaller risk of disruptions like dilutive capital raises going forward. Plus, the&nbsp;cloud computing industry&nbsp;is slated to far exceed $1 trillion in size by 2030, so DigitalOcean has a major revenue and earnings opportunity ahead of it.</p><p><blockquote>由于该公司已经盈利，因此未来出现稀释性融资等中断的风险要小得多。此外，到2030年，云计算行业的规模预计将远远超过1万亿美元，因此DigitalOcean面临着重大的收入和盈利机会。</blockquote></p><p> 2. The case for Duolingo</p><p><blockquote>2.多邻国的案例</blockquote></p><p> <b>Duolingo</b>(NASDAQ:DUOL)is one of the world's leading languagee&nbsp;ducation&nbsp;providers. The company's success is derived from its smartphone-based approach, where it makes an interactive game out of its lessons.</p><p><blockquote><b>多邻国</b>（纳斯达克：DUOL）是世界领先的语言教育提供商之一。该公司的成功源于其基于智能手机的方法，即利用其经验制作互动游戏。</blockquote></p><p> The Duolingo app is currently the highest-grossing app in the entire education category in&nbsp;<b>Alphabet</b>'s Google Play store, and it's the second-highest in&nbsp;<b>Apple</b>'s App Store.</p><p><blockquote>多邻国应用目前是整个教育类别中收入最高的应用<b>Alphabet</b>的Google Play商店，它是第二高的<b>苹果</b>的应用商店。</blockquote></p><p> Despite already being downloaded 500 million times globally, Duolingo still has an enormous runway for growth. The company estimates there are up to 1.8 billion people learning a language worldwide at the moment, and the market for digital language learning could be worth up to $47 billion annually by 2025 -- with growth that's twice as fast as offline language learning methods.</p><p><blockquote>尽管全球下载量已达5亿次，但多邻国仍有巨大的增长空间。该公司估计，目前全球有多达18亿人在学习语言，到2025年，数字语言学习市场每年的价值可能高达470亿美元，增长速度是离线语言学习方法的两倍。</blockquote></p><p> And since the company started ramping up monetization in 2019 through subscriptions and in-app purchases, it's growing revenue at a rate that blows away the 22.5% it needs for its stock to grow fivefold by 2030.<img src=\"https://static.tigerbbs.com/8a7e712568aadbb9b9c80e2e82f73f6b\" tg-width=\"796\" tg-height=\"133\" width=\"100%\" height=\"auto\">The percentage of its monthly active users who are converting into paid subscribers is also growing rapidly. In 2019, 3% of monthly active users were paying, which grew to 4% in 2020, and it was over 5.2% in the third quarter of 2021.</p><p><blockquote>自该公司于2019年开始通过订阅和应用内购买增加货币化以来，其收入增长速度超过了其股票到2030年增长五倍所需的22.5%。其月活跃用户转化为付费用户的比例也在快速增长。2019年，3%的月活跃用户在付费，2020年增长到4%，2021年第三季度超过5.2%。</blockquote></p><p> Yet the most significant growth for Duolingomight be ahead of it. The company is paying particular focus to developing nations like India, where the app grew by 400% in 2020. By 2022, the company estimates 500 million people in India will have accessed the internet for the very first time, which materially increases Duolingo's addressable market.</p><p><blockquote>然而，Duolingo最显着的增长可能还在前面。该公司特别关注印度等发展中国家，该应用程序在2020年增长了400%。该公司估计，到2022年，印度将有5亿人首次访问互联网，这将大大增加多邻国的潜在市场。</blockquote></p><p> This is a company in the very early stages of a promising growth phase, and it's a great bet to grow by multiples from here for investors with a&nbsp;long-term focus.</p><p><blockquote>这是一家正处于充满希望的增长阶段的早期阶段的公司，对于长期关注的投资者来说，从现在开始实现数倍增长是一个很好的赌注。</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>2 Unstoppable Stocks That Could Turn $200,000 Into $1 Million by 2030<blockquote>到2030年，2只势不可挡的股票可能将20万美元变成100万美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Unstoppable Stocks That Could Turn $200,000 Into $1 Million by 2030<blockquote>到2030年，2只势不可挡的股票可能将20万美元变成100万美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-02 10:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the face of broad stock market jitters, the best thing investors can do is take a long-term view. Over time, present-day noise matters less and market performance tends to smooth out.</p><p><blockquote>面对股市普遍的不安情绪，投资者能做的最好的事情就是从长计议。随着时间的推移，当今的噪音变得不那么重要，市场表现也趋于平稳。</blockquote></p><p> After all, in the past 20 years alone, markets have recovered from the dot-com bust and the global financial crisis. Both of these events raised plenty of concern as they were occurring but now look like blips on any&nbsp;long-term markets chart. While we're still in the midst of the COVID-19 pandemic, there's very little reason to think it will be any different when we look back at this time a decade from now.</p><p><blockquote>毕竟，仅在过去20年里，市场就从互联网泡沫破裂和全球金融危机中复苏。这两个事件在发生时都引起了很多关注，但现在看起来就像任何长期市场图表上的光点。虽然我们仍处于新冠肺炎疫情之中，但当我们十年后回顾这一时刻时，几乎没有理由认为情况会有所不同。</blockquote></p><p> Keeping that in mind, here are two stocks set to reward patient investors with the potential for&nbsp;fivefold growth&nbsp;by 2030.</p><p><blockquote>考虑到这一点，以下两只股票将奖励耐心的投资者，到2030年有可能实现五倍的增长。</blockquote></p><p> 1. The case for DigitalOcean</p><p><blockquote>1.DigitalOcean案例</blockquote></p><p> <b>DigitalOcean</b>(NYSE:DOCN)is in the&nbsp;cloud computing&nbsp;business, an industry dominated by&nbsp;tech&nbsp;royalty, including&nbsp;<b>Microsoft</b>, with its Azure platform, and&nbsp;<b>Amazon</b>, with Amazon Web Services (AWS). But DigitalOcean's advantage is actually its smaller size, as it serves areas of the market that might be too niche for its behemoth competitors.</p><p><blockquote><b>数字海洋</b>（纽约证券交易所股票代码：DOCN）从事云计算业务，这是一个由技术版税主导的行业，包括<b>微软</b>，及其Azure平台，以及<b>亚马逊</b>，使用Amazon Web Services(AWS)。但DigitalOcean的优势实际上是其较小的规模，因为它服务的市场领域对于其庞大的竞争对手来说可能过于利基。</blockquote></p><p> The company's focus is on simplicity. It's designed for small-scale applications run by users who might be less development savvy than the average AWS or Azure client (think start-ups, for example). Therefore, it places a heavy focus on competing on price and can be up to 56% cheaper than AWS, depending on product configuration. From a bandwidth perspective, pricing is as low as $0.01 per gigabyte, the cheapest in the industry.</p><p><blockquote>该公司的重点是简单。它是为那些可能不如普通AWS或Azure客户端那么精通开发的用户运行的小规模应用程序而设计的（例如，想想初创企业）。因此，它非常注重价格竞争，根据产品配置，价格可能比AWS便宜56%。从带宽角度来看，定价低至每千兆字节0.01美元，是业内最便宜的。</blockquote></p><p> For DigitalOcean's stock price to grow 400% by 2030, it would need to increase its revenue by 22.5% per year on a compounding basis -- assuming its current&nbsp;price-to-sales ratio&nbsp;remained constant. Since 2018, it has handily exceeded the mark.<img src=\"https://static.tigerbbs.com/5ffa234e3b5cbbf74b1fef29fd57c4ee\" tg-width=\"792\" tg-height=\"131\" width=\"100%\" height=\"auto\">Despite the strong performance over the past three years, revenue growth is expected to accelerate in 2022, based on early estimates by Wall Street analysts. DigitalOcean could deliver $562 million, which would represent an almost 32% increase compared with 2021.</p><p><blockquote>为了使DigitalOcean的股价到2030年增长400%，假设其当前的市销率保持不变，其收入需要在复利基础上每年增加22.5%。自2018年以来，它轻松突破了大关。尽管过去三年表现强劲，但根据华尔街分析师的早期估计，预计2022年收入增长将加速。DigitalOcean可交付5.62亿美元，与2021年相比增长近32%。</blockquote></p><p> And since the company is already profitable, it runs a much smaller risk of disruptions like dilutive capital raises going forward. Plus, the&nbsp;cloud computing industry&nbsp;is slated to far exceed $1 trillion in size by 2030, so DigitalOcean has a major revenue and earnings opportunity ahead of it.</p><p><blockquote>由于该公司已经盈利，因此未来出现稀释性融资等中断的风险要小得多。此外，到2030年，云计算行业的规模预计将远远超过1万亿美元，因此DigitalOcean面临着重大的收入和盈利机会。</blockquote></p><p> 2. The case for Duolingo</p><p><blockquote>2.多邻国的案例</blockquote></p><p> <b>Duolingo</b>(NASDAQ:DUOL)is one of the world's leading languagee&nbsp;ducation&nbsp;providers. The company's success is derived from its smartphone-based approach, where it makes an interactive game out of its lessons.</p><p><blockquote><b>多邻国</b>（纳斯达克：DUOL）是世界领先的语言教育提供商之一。该公司的成功源于其基于智能手机的方法，即利用其经验制作互动游戏。</blockquote></p><p> The Duolingo app is currently the highest-grossing app in the entire education category in&nbsp;<b>Alphabet</b>'s Google Play store, and it's the second-highest in&nbsp;<b>Apple</b>'s App Store.</p><p><blockquote>多邻国应用目前是整个教育类别中收入最高的应用<b>Alphabet</b>的Google Play商店，它是第二高的<b>苹果</b>的应用商店。</blockquote></p><p> Despite already being downloaded 500 million times globally, Duolingo still has an enormous runway for growth. The company estimates there are up to 1.8 billion people learning a language worldwide at the moment, and the market for digital language learning could be worth up to $47 billion annually by 2025 -- with growth that's twice as fast as offline language learning methods.</p><p><blockquote>尽管全球下载量已达5亿次，但多邻国仍有巨大的增长空间。该公司估计，目前全球有多达18亿人在学习语言，到2025年，数字语言学习市场每年的价值可能高达470亿美元，增长速度是离线语言学习方法的两倍。</blockquote></p><p> And since the company started ramping up monetization in 2019 through subscriptions and in-app purchases, it's growing revenue at a rate that blows away the 22.5% it needs for its stock to grow fivefold by 2030.<img src=\"https://static.tigerbbs.com/8a7e712568aadbb9b9c80e2e82f73f6b\" tg-width=\"796\" tg-height=\"133\" width=\"100%\" height=\"auto\">The percentage of its monthly active users who are converting into paid subscribers is also growing rapidly. In 2019, 3% of monthly active users were paying, which grew to 4% in 2020, and it was over 5.2% in the third quarter of 2021.</p><p><blockquote>自该公司于2019年开始通过订阅和应用内购买增加货币化以来，其收入增长速度超过了其股票到2030年增长五倍所需的22.5%。其月活跃用户转化为付费用户的比例也在快速增长。2019年，3%的月活跃用户在付费，2020年增长到4%，2021年第三季度超过5.2%。</blockquote></p><p> Yet the most significant growth for Duolingomight be ahead of it. The company is paying particular focus to developing nations like India, where the app grew by 400% in 2020. By 2022, the company estimates 500 million people in India will have accessed the internet for the very first time, which materially increases Duolingo's addressable market.</p><p><blockquote>然而，Duolingo最显着的增长可能还在前面。该公司特别关注印度等发展中国家，该应用程序在2020年增长了400%。该公司估计，到2022年，印度将有5亿人首次访问互联网，这将大大增加多邻国的潜在市场。</blockquote></p><p> This is a company in the very early stages of a promising growth phase, and it's a great bet to grow by multiples from here for investors with a&nbsp;long-term focus.</p><p><blockquote>这是一家正处于充满希望的增长阶段的早期阶段的公司，对于长期关注的投资者来说，从现在开始实现数倍增长是一个很好的赌注。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/01/2-stocks-could-turn-200000-to-1-million-by-2030/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCN":"DigitalOcean Holdings, Inc.","DUOL":"多邻国"},"source_url":"https://www.fool.com/investing/2021/12/01/2-stocks-could-turn-200000-to-1-million-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160052832","content_text":"In the face of broad stock market jitters, the best thing investors can do is take a long-term view. Over time, present-day noise matters less and market performance tends to smooth out.\nAfter all, in the past 20 years alone, markets have recovered from the dot-com bust and the global financial crisis. Both of these events raised plenty of concern as they were occurring but now look like blips on any long-term markets chart. While we're still in the midst of the COVID-19 pandemic, there's very little reason to think it will be any different when we look back at this time a decade from now.\nKeeping that in mind, here are two stocks set to reward patient investors with the potential for fivefold growth by 2030.\n1. The case for DigitalOcean\nDigitalOcean(NYSE:DOCN)is in the cloud computing business, an industry dominated by tech royalty, including Microsoft, with its Azure platform, and Amazon, with Amazon Web Services (AWS). But DigitalOcean's advantage is actually its smaller size, as it serves areas of the market that might be too niche for its behemoth competitors.\nThe company's focus is on simplicity. It's designed for small-scale applications run by users who might be less development savvy than the average AWS or Azure client (think start-ups, for example). Therefore, it places a heavy focus on competing on price and can be up to 56% cheaper than AWS, depending on product configuration. From a bandwidth perspective, pricing is as low as $0.01 per gigabyte, the cheapest in the industry.\nFor DigitalOcean's stock price to grow 400% by 2030, it would need to increase its revenue by 22.5% per year on a compounding basis -- assuming its current price-to-sales ratio remained constant. Since 2018, it has handily exceeded the mark.Despite the strong performance over the past three years, revenue growth is expected to accelerate in 2022, based on early estimates by Wall Street analysts. DigitalOcean could deliver $562 million, which would represent an almost 32% increase compared with 2021.\nAnd since the company is already profitable, it runs a much smaller risk of disruptions like dilutive capital raises going forward. Plus, the cloud computing industry is slated to far exceed $1 trillion in size by 2030, so DigitalOcean has a major revenue and earnings opportunity ahead of it.\n2. The case for Duolingo\nDuolingo(NASDAQ:DUOL)is one of the world's leading languagee ducation providers. The company's success is derived from its smartphone-based approach, where it makes an interactive game out of its lessons.\nThe Duolingo app is currently the highest-grossing app in the entire education category in Alphabet's Google Play store, and it's the second-highest in Apple's App Store.\nDespite already being downloaded 500 million times globally, Duolingo still has an enormous runway for growth. The company estimates there are up to 1.8 billion people learning a language worldwide at the moment, and the market for digital language learning could be worth up to $47 billion annually by 2025 -- with growth that's twice as fast as offline language learning methods.\nAnd since the company started ramping up monetization in 2019 through subscriptions and in-app purchases, it's growing revenue at a rate that blows away the 22.5% it needs for its stock to grow fivefold by 2030.The percentage of its monthly active users who are converting into paid subscribers is also growing rapidly. In 2019, 3% of monthly active users were paying, which grew to 4% in 2020, and it was over 5.2% in the third quarter of 2021.\nYet the most significant growth for Duolingomight be ahead of it. The company is paying particular focus to developing nations like India, where the app grew by 400% in 2020. By 2022, the company estimates 500 million people in India will have accessed the internet for the very first time, which materially increases Duolingo's addressable market.\nThis is a company in the very early stages of a promising growth phase, and it's a great bet to grow by multiples from here for investors with a long-term focus.","news_type":1,"symbols_score_info":{"DOCN":0.9,"DUOL":0.9}},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603302235,"gmtCreate":1638361661718,"gmtModify":1638361661997,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603302235","repostId":"1199099074","repostType":4,"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603302682,"gmtCreate":1638361635775,"gmtModify":1638361636067,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603302682","repostId":"1156450420","repostType":4,"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603302311,"gmtCreate":1638361598234,"gmtModify":1638361598503,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603302311","repostId":"1100425330","repostType":4,"repost":{"id":"1100425330","kind":"news","pubTimestamp":1638360525,"share":"https://www.laohu8.com/m/news/1100425330?lang=zh_CN&edition=full","pubTime":"2021-12-01 20:08","market":"us","language":"en","title":"Disney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为2022年的大赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100425330","media":"Seeking Alpha","summary":"Summary\n\nA wave of negativity has hit Disney stock over the past few weeks post earnings.\nFears of t","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>A wave of negativity has hit Disney stock over the past few weeks post earnings.</li>  <li>Fears of the new Covid variant (Omicron) has put further pressure on the stock.</li>  <li>That said, we think its time to start looking at the Disney cup as \"half full\" instead of half empty.</li>  <li>Disney is one of our top stock picks for 2022.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af7c3cef342a5e4c3d39f605d91ebdc8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Drew Angerer/Getty Images News</span></p><p><blockquote><ul><li>过去几周，迪士尼股票在财报发布后受到了一波负面影响。</li><li>对新冠病毒变种（奥密克戎）的担忧给该股带来了进一步的压力。</li><li>也就是说，我们认为是时候开始将迪士尼杯视为“半满”而不是半空了。</li><li>迪士尼是我们2022年的首选股票之一。</li></ul><p class=\"t-img-caption\"><span>德鲁·安格雷尔/盖蒂图片社新闻</span></p></blockquote></p><p> It's always amazing to me how sentiment can shift so quickly on a stock. One minute the glass is \"half full\" and the next minute its \"half empty\". However, this fickleness can provide great opportunities for investors willing to patiently wait for the tide shift again.</p><p><blockquote>我总是很惊讶一只股票的情绪变化如此之快。前一分钟杯子是“半满的”，下一分钟它是“半空的”。然而，这种变化无常可以为愿意耐心等待潮流再次转变的投资者提供巨大的机会。</blockquote></p><p> The Walt Disney Co.(NYSE:DIS)certainly falls into this category right now.</p><p><blockquote>华特迪士尼公司（纽约证券交易所股票代码：DIS）目前当然属于这一类。</blockquote></p><p> After missing earnings expectations a few weeks ago and renewed Covid fears from the Omicron variant, investors seemed to have put Disney in the penalty box for now...with the shares sinking about 15% since Nov. 8th.</p><p><blockquote>在几周前未达到盈利预期以及奥密克戎变种重新引发对新冠病毒的担忧之后，投资者似乎暂时将迪士尼置于惩罚箱中……自11月8日以来，迪士尼股价已下跌约15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac736e0b67e5440e2f7e0a106b384640\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> That said, we believe that Disney is the exact type of stock that you want to own going into 2022.</p><p><blockquote>也就是说，我们相信迪士尼正是您在2022年想要持有的股票类型。</blockquote></p><p> The company has \"re-opening\" exposure from its theme park business and stable recurring revenue (and cash flow) from its Disney+ (and Hulu and ESPN+) business...which we will believe will be a great combination over the next 6-12 months.</p><p><blockquote>该公司从其主题公园业务中“重新开放”风险敞口，并从其Disney+（以及Hulu和ESPN+）业务中获得稳定的经常性收入（和现金流）……我们相信这将是一个很好的组合未来6-12个月。</blockquote></p><p> <b>The Walt Disney Co.</b></p><p><blockquote><b>华特·迪士尼公司。</b></blockquote></p><p> <b>Sector/Industry:</b>Communication Services / Entertainment</p><p><blockquote><b>部门/行业：</b>通讯服务/娱乐</blockquote></p><p> Walt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney recently reorganized into four segments with one new segment: direct-to-consumer and international. The new segment includes the two announced OTT offerings, ESPN+ and the Disney SVOD service. The plan also combines two segments, parks and resorts and consumer products, into one. The media networks group contains the U.S. cable channels and ABC. The studio segment holds the movie production assets.</p><p><blockquote>华特·迪士尼拥有一些最受全球认可的角色的版权，从米老鼠到卢克·天行者。这些角色和其他角色出现在世界各地的几个迪士尼主题公园里。迪士尼在皮克斯、漫威和卢卡斯影业等工作室旗下制作真人电影和动画电影，还经营包括ESPN和几家电视制作工作室在内的媒体网络。迪士尼最近重组为四个部门，其中一个新部门：直接面向消费者和国际部门。新的部分包括两个已宣布的OTT产品，ESPN+和迪士尼SVOD服务。该计划还将公园和度假村以及消费品这两个部门合二为一。媒体网络集团包括美国有线电视频道和美国广播公司。工作室部门持有电影制作资产。</blockquote></p><p> (Source: YCharts)</p><p><blockquote>（来源：YCharts）</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10056a0f8a2d6e40a9cb69271646ca9c\" tg-width=\"640\" tg-height=\"289\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Disney currently has average rankings for Safety (5) and Value (6). We'll dig into those rankings below.</p><p><blockquote>迪士尼目前在安全性（5）和价值（6）方面的平均排名。我们将在下面深入研究这些排名。</blockquote></p><p> <i>Note that our rankings are from 1 (lowest) to 10 (highest).</i></p><p><blockquote><i>请注意，我们的排名是从1（最低）到10（最高）。</i></blockquote></p><p> <b>Safety</b></p><p><blockquote><b>安全</b></blockquote></p><p> It's no secret that the pandemic was rough on Disney as its theme park business (which represented over 30% of revenues) essentially shut down overnight. Not to mention the company's reliance on the box office (which also disappeared). Hence the average Safety ranking of 5.</p><p><blockquote>众所周知，疫情对迪士尼的打击很大，因为其主题公园业务（占收入的30%以上）基本上在一夜之间关闭。更不用说公司对票房的依赖（票房也消失了）。因此平均安全等级为5。</blockquote></p><p> That said, Disney has fought its way back to profitability and is expected to earn $4.25 per share in fiscal 2022. The company expects earnings to grow even further in 2023 and 2024 to $5.73 per share (35% growth) and $7.30 per share (27% growth), respectively as theme parks and theaters remove capacity restrictions. Also, management expects Disney+ subscribers to more than double by 2024 (from ~120 million currently to over 230 million).<i>Note that Disney's fiscal year end is September.</i></p><p><blockquote>尽管如此，迪士尼已经努力恢复盈利，预计2022财年每股收益为4.25美元。该公司预计，随着主题公园和影院取消容量限制，2023年和2024年的盈利将进一步增长，分别达到每股5.73美元（增长35%）和每股7.30美元（增长27%）。此外，管理层预计到2024年Disney+订阅用户将增加一倍以上（从目前的约1.2亿增加到超过2.3亿）。<i>请注意，迪士尼的财政年度结束是9月。</i></blockquote></p><p> Including Disney+, Hulu and ESPN+, Disney currently has ~170 million subscribers. Compared with Netflix's(NASDAQ:NFLX)current subscriber base of ~209 million...Disney's subscriber growth has been nothing short of incredible. In other words, Disney accomplished in 2 years what it took Netflix ~8 years to do!</p><p><blockquote>包括Disney+、Hulu和ESPN+在内，迪士尼目前拥有约1.7亿订阅者。与Netflix（纳斯达克股票代码：NFLX）目前约2.09亿用户群相比……迪士尼的用户增长令人难以置信。换句话说，迪士尼在两年内完成了网飞花了~8年才完成的事情！</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/536d4caaf3402c40894e85b28c61e3ba\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> The company's balance sheet also is extremely strong with $16 billion of cash/short-term investments.</p><p><blockquote>该公司的资产负债表也非常强劲，拥有160亿美元的现金/短期投资。</blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上涨潜力</b></blockquote></p><p> Disney looks pretty attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (on a forward basis).</p><p><blockquote>从估值的角度来看，迪士尼看起来相当有吸引力，目前的交易价格比其所有长期估值指标（远期）都有相当大的折扣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeab4377d3d8c4ff2e2fb780ff224146\" tg-width=\"572\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Specifically, Disney is currently trading at 25.6x forward 2023 earnings and 2.9x forward 2023 sales.</p><p><blockquote>具体来说，迪士尼目前的市盈率为2023年预期收益的25.6倍，2023年预期销售额的2.9倍。</blockquote></p><p></p><p> That said, earnings are expected to grow over 25% per year for the next few years...which would favor a little multiple expansion from here.</p><p><blockquote>也就是说，预计未来几年盈利每年将增长25%以上……这将有利于从这里开始进行一点倍数扩张。</blockquote></p><p> If you put a 25x-30x multiple on consensus forward earnings of 7.30 per share in 2024, that would equate to a $182.00 - $219.00 stock price (representing 23%-48% upside from current levels)!</p><p><blockquote>如果您将2024年每股7.30的共识预期收益乘以25-30倍，则相当于股价为182.00-219.00美元（较当前水平上涨23%-48%）！</blockquote></p><p> <b>Cash-Secured Put Analysis</b></p><p><blockquote><b>现金抵押认沽分析</b></blockquote></p><p> While we believe that Disney is a \"strong buy\" at current levels, if you are concerned about more downside volatility ahead, we also love the risk/reward profile of the cash-secured puts.</p><p><blockquote>虽然我们认为迪士尼在当前水平上是“强力买入”，但如果您担心未来会出现更多下行波动，我们也喜欢现金担保看跌期权的风险/回报状况。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌交易时，我们会考虑三个主要数据点：</blockquote></p><p> <ul>  <li>Premium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> The downside with a cash-secured put is that you are obligated to buy the stock at the strike price (which in most circumstances ends up being a good trade).</p><p><blockquote><ul><li>溢价收益率%（或平均月收益率%）：假设期权到期时一文不值（价外）的预期资本回报率的衡量标准。<i>假设期权完全以现金抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍能让您在期权交易中实现收支平衡的百分比。</li><li>Delta：很好地代表看跌期权以价内结束的概率。</li></ul>现金担保看跌期权的缺点是您有义务以执行价格购买股票（在大多数情况下，这最终是一笔不错的交易）。</blockquote></p><p> <i>Note that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><i>请注意，保费收益率和安全边际之间总是负相关：给定执行月份的保费收益率越高，安全边际越低。</i></blockquote></p><p> <i>An investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。三重收入轮可以根据您的需求进行调整。</i></blockquote></p><p> Now let's look at the cash-secured put analysis for Disney. We're focused on the January monthly contract that expires on 1/21/22.</p><p><blockquote>现在让我们看看迪士尼的现金担保看跌期权分析。我们关注的是1月21日/22日到期的1月份月度合同。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b72516013aa678d6304de63305b1c7\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> As discussed in the video, we believe that the $140 level could hold as long-tern support here. So we really like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们认为140美元的水平可能会成为长期支撑。因此，我们非常喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>DIS Jan 21st $140.00 Put (53 days until expiration)</b></i></p><p><blockquote><i><b>DIS 1月21日140.00美元看跌期权（距离到期还有53天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$3.10 premium</p><p><blockquote><ul><li>期权溢价：约3.10美元溢价</li></ul></blockquote></p><p></li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</p><p><blockquote><li>平均月收益率%：1.3%（年化15.6%）</li></blockquote></p><p></li>  <li>Margin-of-Safety %: 5.3%</p><p><blockquote><li>安全裕度%：5.3%</li></blockquote></p><p></li>  <li>Delta: 29</p><p><blockquote><li>德尔塔：29</li></blockquote></p><p></li> </ul> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on our long-term and short-term views on Disney, we believe the risk/reward profile with DIS stock is very attractive at current levels. That said, if you want some additional margin of safety, consider a cash-secured put strategy.</p><p><blockquote>根据我们对迪士尼的长期和短期看法，我们认为DIS股票的风险/回报状况在当前水平上非常有吸引力。也就是说，如果您想要一些额外的安全边际，请考虑现金担保看跌策略。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为2022年的大赢家</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为2022年的大赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-01 20:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>A wave of negativity has hit Disney stock over the past few weeks post earnings.</li>  <li>Fears of the new Covid variant (Omicron) has put further pressure on the stock.</li>  <li>That said, we think its time to start looking at the Disney cup as \"half full\" instead of half empty.</li>  <li>Disney is one of our top stock picks for 2022.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af7c3cef342a5e4c3d39f605d91ebdc8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Drew Angerer/Getty Images News</span></p><p><blockquote><ul><li>过去几周，迪士尼股票在财报发布后受到了一波负面影响。</li><li>对新冠病毒变种（奥密克戎）的担忧给该股带来了进一步的压力。</li><li>也就是说，我们认为是时候开始将迪士尼杯视为“半满”而不是半空了。</li><li>迪士尼是我们2022年的首选股票之一。</li></ul><p class=\"t-img-caption\"><span>德鲁·安格雷尔/盖蒂图片社新闻</span></p></blockquote></p><p> It's always amazing to me how sentiment can shift so quickly on a stock. One minute the glass is \"half full\" and the next minute its \"half empty\". However, this fickleness can provide great opportunities for investors willing to patiently wait for the tide shift again.</p><p><blockquote>我总是很惊讶一只股票的情绪变化如此之快。前一分钟杯子是“半满的”，下一分钟它是“半空的”。然而，这种变化无常可以为愿意耐心等待潮流再次转变的投资者提供巨大的机会。</blockquote></p><p> The Walt Disney Co.(NYSE:DIS)certainly falls into this category right now.</p><p><blockquote>华特迪士尼公司（纽约证券交易所股票代码：DIS）目前当然属于这一类。</blockquote></p><p> After missing earnings expectations a few weeks ago and renewed Covid fears from the Omicron variant, investors seemed to have put Disney in the penalty box for now...with the shares sinking about 15% since Nov. 8th.</p><p><blockquote>在几周前未达到盈利预期以及奥密克戎变种重新引发对新冠病毒的担忧之后，投资者似乎暂时将迪士尼置于惩罚箱中……自11月8日以来，迪士尼股价已下跌约15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac736e0b67e5440e2f7e0a106b384640\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> That said, we believe that Disney is the exact type of stock that you want to own going into 2022.</p><p><blockquote>也就是说，我们相信迪士尼正是您在2022年想要持有的股票类型。</blockquote></p><p> The company has \"re-opening\" exposure from its theme park business and stable recurring revenue (and cash flow) from its Disney+ (and Hulu and ESPN+) business...which we will believe will be a great combination over the next 6-12 months.</p><p><blockquote>该公司从其主题公园业务中“重新开放”风险敞口，并从其Disney+（以及Hulu和ESPN+）业务中获得稳定的经常性收入（和现金流）……我们相信这将是一个很好的组合未来6-12个月。</blockquote></p><p> <b>The Walt Disney Co.</b></p><p><blockquote><b>华特·迪士尼公司。</b></blockquote></p><p> <b>Sector/Industry:</b>Communication Services / Entertainment</p><p><blockquote><b>部门/行业：</b>通讯服务/娱乐</blockquote></p><p> Walt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney recently reorganized into four segments with one new segment: direct-to-consumer and international. The new segment includes the two announced OTT offerings, ESPN+ and the Disney SVOD service. The plan also combines two segments, parks and resorts and consumer products, into one. The media networks group contains the U.S. cable channels and ABC. The studio segment holds the movie production assets.</p><p><blockquote>华特·迪士尼拥有一些最受全球认可的角色的版权，从米老鼠到卢克·天行者。这些角色和其他角色出现在世界各地的几个迪士尼主题公园里。迪士尼在皮克斯、漫威和卢卡斯影业等工作室旗下制作真人电影和动画电影，还经营包括ESPN和几家电视制作工作室在内的媒体网络。迪士尼最近重组为四个部门，其中一个新部门：直接面向消费者和国际部门。新的部分包括两个已宣布的OTT产品，ESPN+和迪士尼SVOD服务。该计划还将公园和度假村以及消费品这两个部门合二为一。媒体网络集团包括美国有线电视频道和美国广播公司。工作室部门持有电影制作资产。</blockquote></p><p> (Source: YCharts)</p><p><blockquote>（来源：YCharts）</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10056a0f8a2d6e40a9cb69271646ca9c\" tg-width=\"640\" tg-height=\"289\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Disney currently has average rankings for Safety (5) and Value (6). We'll dig into those rankings below.</p><p><blockquote>迪士尼目前在安全性（5）和价值（6）方面的平均排名。我们将在下面深入研究这些排名。</blockquote></p><p> <i>Note that our rankings are from 1 (lowest) to 10 (highest).</i></p><p><blockquote><i>请注意，我们的排名是从1（最低）到10（最高）。</i></blockquote></p><p> <b>Safety</b></p><p><blockquote><b>安全</b></blockquote></p><p> It's no secret that the pandemic was rough on Disney as its theme park business (which represented over 30% of revenues) essentially shut down overnight. Not to mention the company's reliance on the box office (which also disappeared). Hence the average Safety ranking of 5.</p><p><blockquote>众所周知，疫情对迪士尼的打击很大，因为其主题公园业务（占收入的30%以上）基本上在一夜之间关闭。更不用说公司对票房的依赖（票房也消失了）。因此平均安全等级为5。</blockquote></p><p> That said, Disney has fought its way back to profitability and is expected to earn $4.25 per share in fiscal 2022. The company expects earnings to grow even further in 2023 and 2024 to $5.73 per share (35% growth) and $7.30 per share (27% growth), respectively as theme parks and theaters remove capacity restrictions. Also, management expects Disney+ subscribers to more than double by 2024 (from ~120 million currently to over 230 million).<i>Note that Disney's fiscal year end is September.</i></p><p><blockquote>尽管如此，迪士尼已经努力恢复盈利，预计2022财年每股收益为4.25美元。该公司预计，随着主题公园和影院取消容量限制，2023年和2024年的盈利将进一步增长，分别达到每股5.73美元（增长35%）和每股7.30美元（增长27%）。此外，管理层预计到2024年Disney+订阅用户将增加一倍以上（从目前的约1.2亿增加到超过2.3亿）。<i>请注意，迪士尼的财政年度结束是9月。</i></blockquote></p><p> Including Disney+, Hulu and ESPN+, Disney currently has ~170 million subscribers. Compared with Netflix's(NASDAQ:NFLX)current subscriber base of ~209 million...Disney's subscriber growth has been nothing short of incredible. In other words, Disney accomplished in 2 years what it took Netflix ~8 years to do!</p><p><blockquote>包括Disney+、Hulu和ESPN+在内，迪士尼目前拥有约1.7亿订阅者。与Netflix（纳斯达克股票代码：NFLX）目前约2.09亿用户群相比……迪士尼的用户增长令人难以置信。换句话说，迪士尼在两年内完成了网飞花了~8年才完成的事情！</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/536d4caaf3402c40894e85b28c61e3ba\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> The company's balance sheet also is extremely strong with $16 billion of cash/short-term investments.</p><p><blockquote>该公司的资产负债表也非常强劲，拥有160亿美元的现金/短期投资。</blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上涨潜力</b></blockquote></p><p> Disney looks pretty attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (on a forward basis).</p><p><blockquote>从估值的角度来看，迪士尼看起来相当有吸引力，目前的交易价格比其所有长期估值指标（远期）都有相当大的折扣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeab4377d3d8c4ff2e2fb780ff224146\" tg-width=\"572\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Specifically, Disney is currently trading at 25.6x forward 2023 earnings and 2.9x forward 2023 sales.</p><p><blockquote>具体来说，迪士尼目前的市盈率为2023年预期收益的25.6倍，2023年预期销售额的2.9倍。</blockquote></p><p></p><p> That said, earnings are expected to grow over 25% per year for the next few years...which would favor a little multiple expansion from here.</p><p><blockquote>也就是说，预计未来几年盈利每年将增长25%以上……这将有利于从这里开始进行一点倍数扩张。</blockquote></p><p> If you put a 25x-30x multiple on consensus forward earnings of 7.30 per share in 2024, that would equate to a $182.00 - $219.00 stock price (representing 23%-48% upside from current levels)!</p><p><blockquote>如果您将2024年每股7.30的共识预期收益乘以25-30倍，则相当于股价为182.00-219.00美元（较当前水平上涨23%-48%）！</blockquote></p><p> <b>Cash-Secured Put Analysis</b></p><p><blockquote><b>现金抵押认沽分析</b></blockquote></p><p> While we believe that Disney is a \"strong buy\" at current levels, if you are concerned about more downside volatility ahead, we also love the risk/reward profile of the cash-secured puts.</p><p><blockquote>虽然我们认为迪士尼在当前水平上是“强力买入”，但如果您担心未来会出现更多下行波动，我们也喜欢现金担保看跌期权的风险/回报状况。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌交易时，我们会考虑三个主要数据点：</blockquote></p><p> <ul>  <li>Premium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> The downside with a cash-secured put is that you are obligated to buy the stock at the strike price (which in most circumstances ends up being a good trade).</p><p><blockquote><ul><li>溢价收益率%（或平均月收益率%）：假设期权到期时一文不值（价外）的预期资本回报率的衡量标准。<i>假设期权完全以现金抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍能让您在期权交易中实现收支平衡的百分比。</li><li>Delta：很好地代表看跌期权以价内结束的概率。</li></ul>现金担保看跌期权的缺点是您有义务以执行价格购买股票（在大多数情况下，这最终是一笔不错的交易）。</blockquote></p><p> <i>Note that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><i>请注意，保费收益率和安全边际之间总是负相关：给定执行月份的保费收益率越高，安全边际越低。</i></blockquote></p><p> <i>An investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。三重收入轮可以根据您的需求进行调整。</i></blockquote></p><p> Now let's look at the cash-secured put analysis for Disney. We're focused on the January monthly contract that expires on 1/21/22.</p><p><blockquote>现在让我们看看迪士尼的现金担保看跌期权分析。我们关注的是1月21日/22日到期的1月份月度合同。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b72516013aa678d6304de63305b1c7\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> As discussed in the video, we believe that the $140 level could hold as long-tern support here. So we really like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们认为140美元的水平可能会成为长期支撑。因此，我们非常喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>DIS Jan 21st $140.00 Put (53 days until expiration)</b></i></p><p><blockquote><i><b>DIS 1月21日140.00美元看跌期权（距离到期还有53天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$3.10 premium</p><p><blockquote><ul><li>期权溢价：约3.10美元溢价</li></ul></blockquote></p><p></li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</p><p><blockquote><li>平均月收益率%：1.3%（年化15.6%）</li></blockquote></p><p></li>  <li>Margin-of-Safety %: 5.3%</p><p><blockquote><li>安全裕度%：5.3%</li></blockquote></p><p></li>  <li>Delta: 29</p><p><blockquote><li>德尔塔：29</li></blockquote></p><p></li> </ul> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on our long-term and short-term views on Disney, we believe the risk/reward profile with DIS stock is very attractive at current levels. That said, if you want some additional margin of safety, consider a cash-secured put strategy.</p><p><blockquote>根据我们对迪士尼的长期和短期看法，我们认为DIS股票的风险/回报状况在当前水平上非常有吸引力。也就是说，如果您想要一些额外的安全边际，请考虑现金担保看跌策略。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4472576-walt-disney-dis-top-stock-picks-2022\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4472576-walt-disney-dis-top-stock-picks-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100425330","content_text":"Summary\n\nA wave of negativity has hit Disney stock over the past few weeks post earnings.\nFears of the new Covid variant (Omicron) has put further pressure on the stock.\nThat said, we think its time to start looking at the Disney cup as \"half full\" instead of half empty.\nDisney is one of our top stock picks for 2022.\n\nDrew Angerer/Getty Images News\nIt's always amazing to me how sentiment can shift so quickly on a stock. One minute the glass is \"half full\" and the next minute its \"half empty\". However, this fickleness can provide great opportunities for investors willing to patiently wait for the tide shift again.\nThe Walt Disney Co.(NYSE:DIS)certainly falls into this category right now.\nAfter missing earnings expectations a few weeks ago and renewed Covid fears from the Omicron variant, investors seemed to have put Disney in the penalty box for now...with the shares sinking about 15% since Nov. 8th.\nData by YCharts\nThat said, we believe that Disney is the exact type of stock that you want to own going into 2022.\nThe company has \"re-opening\" exposure from its theme park business and stable recurring revenue (and cash flow) from its Disney+ (and Hulu and ESPN+) business...which we will believe will be a great combination over the next 6-12 months.\nThe Walt Disney Co.\nSector/Industry:Communication Services / Entertainment\nWalt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney recently reorganized into four segments with one new segment: direct-to-consumer and international. The new segment includes the two announced OTT offerings, ESPN+ and the Disney SVOD service. The plan also combines two segments, parks and resorts and consumer products, into one. The media networks group contains the U.S. cable channels and ABC. The studio segment holds the movie production assets.\n(Source: YCharts)\nSource: Option Income Advisor\nDisney currently has average rankings for Safety (5) and Value (6). We'll dig into those rankings below.\nNote that our rankings are from 1 (lowest) to 10 (highest).\nSafety\nIt's no secret that the pandemic was rough on Disney as its theme park business (which represented over 30% of revenues) essentially shut down overnight. Not to mention the company's reliance on the box office (which also disappeared). Hence the average Safety ranking of 5.\nThat said, Disney has fought its way back to profitability and is expected to earn $4.25 per share in fiscal 2022. The company expects earnings to grow even further in 2023 and 2024 to $5.73 per share (35% growth) and $7.30 per share (27% growth), respectively as theme parks and theaters remove capacity restrictions. Also, management expects Disney+ subscribers to more than double by 2024 (from ~120 million currently to over 230 million).Note that Disney's fiscal year end is September.\nIncluding Disney+, Hulu and ESPN+, Disney currently has ~170 million subscribers. Compared with Netflix's(NASDAQ:NFLX)current subscriber base of ~209 million...Disney's subscriber growth has been nothing short of incredible. In other words, Disney accomplished in 2 years what it took Netflix ~8 years to do!\nSource: Option Income Advisor\nThe company's balance sheet also is extremely strong with $16 billion of cash/short-term investments.\nValuation/Upside Potential\nDisney looks pretty attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (on a forward basis).\nSource: Option Income Advisor\nSpecifically, Disney is currently trading at 25.6x forward 2023 earnings and 2.9x forward 2023 sales.\nThat said, earnings are expected to grow over 25% per year for the next few years...which would favor a little multiple expansion from here.\nIf you put a 25x-30x multiple on consensus forward earnings of 7.30 per share in 2024, that would equate to a $182.00 - $219.00 stock price (representing 23%-48% upside from current levels)!\nCash-Secured Put Analysis\nWhile we believe that Disney is a \"strong buy\" at current levels, if you are concerned about more downside volatility ahead, we also love the risk/reward profile of the cash-secured puts.\nThe three main data points we look at when analyzing a cash-secured put trade are:\n\nPremium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).Assumes that the option is fully cash secured.\nMargin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.\nDelta: A good proxy for the probability that the put option will finish in-the-money.\n\nThe downside with a cash-secured put is that you are obligated to buy the stock at the strike price (which in most circumstances ends up being a good trade).\nNote that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.\nAn investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.\nNow let's look at the cash-secured put analysis for Disney. We're focused on the January monthly contract that expires on 1/21/22.\nSource: Option Income Advisor\nAs discussed in the video, we believe that the $140 level could hold as long-tern support here. So we really like the following cash-secured put:\nDIS Jan 21st $140.00 Put (53 days until expiration)\n\nOption Premium: ~$3.10 premium\nAverage Monthly Yield %: 1.3% (15.6% annualized)\nMargin-of-Safety %: 5.3%\nDelta: 29\n\nConclusion\nBased on our long-term and short-term views on Disney, we believe the risk/reward profile with DIS stock is very attractive at current levels. That said, if you want some additional margin of safety, consider a cash-secured put strategy.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603302961,"gmtCreate":1638361580904,"gmtModify":1638361581160,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603302961","repostId":"1100425330","repostType":4,"repost":{"id":"1100425330","kind":"news","pubTimestamp":1638360525,"share":"https://www.laohu8.com/m/news/1100425330?lang=zh_CN&edition=full","pubTime":"2021-12-01 20:08","market":"us","language":"en","title":"Disney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为2022年的大赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100425330","media":"Seeking Alpha","summary":"Summary\n\nA wave of negativity has hit Disney stock over the past few weeks post earnings.\nFears of t","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>A wave of negativity has hit Disney stock over the past few weeks post earnings.</li>  <li>Fears of the new Covid variant (Omicron) has put further pressure on the stock.</li>  <li>That said, we think its time to start looking at the Disney cup as \"half full\" instead of half empty.</li>  <li>Disney is one of our top stock picks for 2022.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af7c3cef342a5e4c3d39f605d91ebdc8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Drew Angerer/Getty Images News</span></p><p><blockquote><ul><li>过去几周，迪士尼股票在财报发布后受到了一波负面影响。</li><li>对新冠病毒变种（奥密克戎）的担忧给该股带来了进一步的压力。</li><li>也就是说，我们认为是时候开始将迪士尼杯视为“半满”而不是半空了。</li><li>迪士尼是我们2022年的首选股票之一。</li></ul><p class=\"t-img-caption\"><span>德鲁·安格雷尔/盖蒂图片社新闻</span></p></blockquote></p><p> It's always amazing to me how sentiment can shift so quickly on a stock. One minute the glass is \"half full\" and the next minute its \"half empty\". However, this fickleness can provide great opportunities for investors willing to patiently wait for the tide shift again.</p><p><blockquote>我总是很惊讶一只股票的情绪变化如此之快。前一分钟杯子是“半满的”，下一分钟它是“半空的”。然而，这种变化无常可以为愿意耐心等待潮流再次转变的投资者提供巨大的机会。</blockquote></p><p> The Walt Disney Co.(NYSE:DIS)certainly falls into this category right now.</p><p><blockquote>华特迪士尼公司（纽约证券交易所股票代码：DIS）目前当然属于这一类。</blockquote></p><p> After missing earnings expectations a few weeks ago and renewed Covid fears from the Omicron variant, investors seemed to have put Disney in the penalty box for now...with the shares sinking about 15% since Nov. 8th.</p><p><blockquote>在几周前未达到盈利预期以及奥密克戎变种重新引发对新冠病毒的担忧之后，投资者似乎暂时将迪士尼置于惩罚箱中……自11月8日以来，迪士尼股价已下跌约15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac736e0b67e5440e2f7e0a106b384640\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> That said, we believe that Disney is the exact type of stock that you want to own going into 2022.</p><p><blockquote>也就是说，我们相信迪士尼正是您在2022年想要持有的股票类型。</blockquote></p><p> The company has \"re-opening\" exposure from its theme park business and stable recurring revenue (and cash flow) from its Disney+ (and Hulu and ESPN+) business...which we will believe will be a great combination over the next 6-12 months.</p><p><blockquote>该公司从其主题公园业务中“重新开放”风险敞口，并从其Disney+（以及Hulu和ESPN+）业务中获得稳定的经常性收入（和现金流）……我们相信这将是一个很好的组合未来6-12个月。</blockquote></p><p> <b>The Walt Disney Co.</b></p><p><blockquote><b>华特·迪士尼公司。</b></blockquote></p><p> <b>Sector/Industry:</b>Communication Services / Entertainment</p><p><blockquote><b>部门/行业：</b>通讯服务/娱乐</blockquote></p><p> Walt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney recently reorganized into four segments with one new segment: direct-to-consumer and international. The new segment includes the two announced OTT offerings, ESPN+ and the Disney SVOD service. The plan also combines two segments, parks and resorts and consumer products, into one. The media networks group contains the U.S. cable channels and ABC. The studio segment holds the movie production assets.</p><p><blockquote>华特·迪士尼拥有一些最受全球认可的角色的版权，从米老鼠到卢克·天行者。这些角色和其他角色出现在世界各地的几个迪士尼主题公园里。迪士尼在皮克斯、漫威和卢卡斯影业等工作室旗下制作真人电影和动画电影，还经营包括ESPN和几家电视制作工作室在内的媒体网络。迪士尼最近重组为四个部门，其中一个新部门：直接面向消费者和国际部门。新的部分包括两个已宣布的OTT产品，ESPN+和迪士尼SVOD服务。该计划还将公园和度假村以及消费品这两个部门合二为一。媒体网络集团包括美国有线电视频道和美国广播公司。工作室部门持有电影制作资产。</blockquote></p><p> (Source: YCharts)</p><p><blockquote>（来源：YCharts）</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10056a0f8a2d6e40a9cb69271646ca9c\" tg-width=\"640\" tg-height=\"289\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Disney currently has average rankings for Safety (5) and Value (6). We'll dig into those rankings below.</p><p><blockquote>迪士尼目前在安全性（5）和价值（6）方面的平均排名。我们将在下面深入研究这些排名。</blockquote></p><p> <i>Note that our rankings are from 1 (lowest) to 10 (highest).</i></p><p><blockquote><i>请注意，我们的排名是从1（最低）到10（最高）。</i></blockquote></p><p> <b>Safety</b></p><p><blockquote><b>安全</b></blockquote></p><p> It's no secret that the pandemic was rough on Disney as its theme park business (which represented over 30% of revenues) essentially shut down overnight. Not to mention the company's reliance on the box office (which also disappeared). Hence the average Safety ranking of 5.</p><p><blockquote>众所周知，疫情对迪士尼的打击很大，因为其主题公园业务（占收入的30%以上）基本上在一夜之间关闭。更不用说公司对票房的依赖（票房也消失了）。因此平均安全等级为5。</blockquote></p><p> That said, Disney has fought its way back to profitability and is expected to earn $4.25 per share in fiscal 2022. The company expects earnings to grow even further in 2023 and 2024 to $5.73 per share (35% growth) and $7.30 per share (27% growth), respectively as theme parks and theaters remove capacity restrictions. Also, management expects Disney+ subscribers to more than double by 2024 (from ~120 million currently to over 230 million).<i>Note that Disney's fiscal year end is September.</i></p><p><blockquote>尽管如此，迪士尼已经努力恢复盈利，预计2022财年每股收益为4.25美元。该公司预计，随着主题公园和影院取消容量限制，2023年和2024年的盈利将进一步增长，分别达到每股5.73美元（增长35%）和每股7.30美元（增长27%）。此外，管理层预计到2024年Disney+订阅用户将增加一倍以上（从目前的约1.2亿增加到超过2.3亿）。<i>请注意，迪士尼的财政年度结束是9月。</i></blockquote></p><p> Including Disney+, Hulu and ESPN+, Disney currently has ~170 million subscribers. Compared with Netflix's(NASDAQ:NFLX)current subscriber base of ~209 million...Disney's subscriber growth has been nothing short of incredible. In other words, Disney accomplished in 2 years what it took Netflix ~8 years to do!</p><p><blockquote>包括Disney+、Hulu和ESPN+在内，迪士尼目前拥有约1.7亿订阅者。与Netflix（纳斯达克股票代码：NFLX）目前约2.09亿用户群相比……迪士尼的用户增长令人难以置信。换句话说，迪士尼在两年内完成了网飞花了~8年才完成的事情！</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/536d4caaf3402c40894e85b28c61e3ba\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> The company's balance sheet also is extremely strong with $16 billion of cash/short-term investments.</p><p><blockquote>该公司的资产负债表也非常强劲，拥有160亿美元的现金/短期投资。</blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上涨潜力</b></blockquote></p><p> Disney looks pretty attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (on a forward basis).</p><p><blockquote>从估值的角度来看，迪士尼看起来相当有吸引力，目前的交易价格比其所有长期估值指标（远期）都有相当大的折扣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeab4377d3d8c4ff2e2fb780ff224146\" tg-width=\"572\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Specifically, Disney is currently trading at 25.6x forward 2023 earnings and 2.9x forward 2023 sales.</p><p><blockquote>具体来说，迪士尼目前的市盈率为2023年预期收益的25.6倍，2023年预期销售额的2.9倍。</blockquote></p><p></p><p> That said, earnings are expected to grow over 25% per year for the next few years...which would favor a little multiple expansion from here.</p><p><blockquote>也就是说，预计未来几年盈利每年将增长25%以上……这将有利于从这里开始进行一点倍数扩张。</blockquote></p><p> If you put a 25x-30x multiple on consensus forward earnings of 7.30 per share in 2024, that would equate to a $182.00 - $219.00 stock price (representing 23%-48% upside from current levels)!</p><p><blockquote>如果您将2024年每股7.30的共识预期收益乘以25-30倍，则相当于股价为182.00-219.00美元（较当前水平上涨23%-48%）！</blockquote></p><p> <b>Cash-Secured Put Analysis</b></p><p><blockquote><b>现金抵押认沽分析</b></blockquote></p><p> While we believe that Disney is a \"strong buy\" at current levels, if you are concerned about more downside volatility ahead, we also love the risk/reward profile of the cash-secured puts.</p><p><blockquote>虽然我们认为迪士尼在当前水平上是“强力买入”，但如果您担心未来会出现更多下行波动，我们也喜欢现金担保看跌期权的风险/回报状况。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌交易时，我们会考虑三个主要数据点：</blockquote></p><p> <ul>  <li>Premium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> The downside with a cash-secured put is that you are obligated to buy the stock at the strike price (which in most circumstances ends up being a good trade).</p><p><blockquote><ul><li>溢价收益率%（或平均月收益率%）：假设期权到期时一文不值（价外）的预期资本回报率的衡量标准。<i>假设期权完全以现金抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍能让您在期权交易中实现收支平衡的百分比。</li><li>Delta：很好地代表看跌期权以价内结束的概率。</li></ul>现金担保看跌期权的缺点是您有义务以执行价格购买股票（在大多数情况下，这最终是一笔不错的交易）。</blockquote></p><p> <i>Note that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><i>请注意，保费收益率和安全边际之间总是负相关：给定执行月份的保费收益率越高，安全边际越低。</i></blockquote></p><p> <i>An investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。三重收入轮可以根据您的需求进行调整。</i></blockquote></p><p> Now let's look at the cash-secured put analysis for Disney. We're focused on the January monthly contract that expires on 1/21/22.</p><p><blockquote>现在让我们看看迪士尼的现金担保看跌期权分析。我们关注的是1月21日/22日到期的1月份月度合同。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b72516013aa678d6304de63305b1c7\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> As discussed in the video, we believe that the $140 level could hold as long-tern support here. So we really like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们认为140美元的水平可能会成为长期支撑。因此，我们非常喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>DIS Jan 21st $140.00 Put (53 days until expiration)</b></i></p><p><blockquote><i><b>DIS 1月21日140.00美元看跌期权（距离到期还有53天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$3.10 premium</p><p><blockquote><ul><li>期权溢价：约3.10美元溢价</li></ul></blockquote></p><p></li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</p><p><blockquote><li>平均月收益率%：1.3%（年化15.6%）</li></blockquote></p><p></li>  <li>Margin-of-Safety %: 5.3%</p><p><blockquote><li>安全裕度%：5.3%</li></blockquote></p><p></li>  <li>Delta: 29</p><p><blockquote><li>德尔塔：29</li></blockquote></p><p></li> </ul> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on our long-term and short-term views on Disney, we believe the risk/reward profile with DIS stock is very attractive at current levels. That said, if you want some additional margin of safety, consider a cash-secured put strategy.</p><p><blockquote>根据我们对迪士尼的长期和短期看法，我们认为DIS股票的风险/回报状况在当前水平上非常有吸引力。也就是说，如果您想要一些额外的安全边际，请考虑现金担保看跌策略。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为2022年的大赢家</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为2022年的大赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-01 20:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>A wave of negativity has hit Disney stock over the past few weeks post earnings.</li>  <li>Fears of the new Covid variant (Omicron) has put further pressure on the stock.</li>  <li>That said, we think its time to start looking at the Disney cup as \"half full\" instead of half empty.</li>  <li>Disney is one of our top stock picks for 2022.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af7c3cef342a5e4c3d39f605d91ebdc8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Drew Angerer/Getty Images News</span></p><p><blockquote><ul><li>过去几周，迪士尼股票在财报发布后受到了一波负面影响。</li><li>对新冠病毒变种（奥密克戎）的担忧给该股带来了进一步的压力。</li><li>也就是说，我们认为是时候开始将迪士尼杯视为“半满”而不是半空了。</li><li>迪士尼是我们2022年的首选股票之一。</li></ul><p class=\"t-img-caption\"><span>德鲁·安格雷尔/盖蒂图片社新闻</span></p></blockquote></p><p> It's always amazing to me how sentiment can shift so quickly on a stock. One minute the glass is \"half full\" and the next minute its \"half empty\". However, this fickleness can provide great opportunities for investors willing to patiently wait for the tide shift again.</p><p><blockquote>我总是很惊讶一只股票的情绪变化如此之快。前一分钟杯子是“半满的”，下一分钟它是“半空的”。然而，这种变化无常可以为愿意耐心等待潮流再次转变的投资者提供巨大的机会。</blockquote></p><p> The Walt Disney Co.(NYSE:DIS)certainly falls into this category right now.</p><p><blockquote>华特迪士尼公司（纽约证券交易所股票代码：DIS）目前当然属于这一类。</blockquote></p><p> After missing earnings expectations a few weeks ago and renewed Covid fears from the Omicron variant, investors seemed to have put Disney in the penalty box for now...with the shares sinking about 15% since Nov. 8th.</p><p><blockquote>在几周前未达到盈利预期以及奥密克戎变种重新引发对新冠病毒的担忧之后，投资者似乎暂时将迪士尼置于惩罚箱中……自11月8日以来，迪士尼股价已下跌约15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac736e0b67e5440e2f7e0a106b384640\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> That said, we believe that Disney is the exact type of stock that you want to own going into 2022.</p><p><blockquote>也就是说，我们相信迪士尼正是您在2022年想要持有的股票类型。</blockquote></p><p> The company has \"re-opening\" exposure from its theme park business and stable recurring revenue (and cash flow) from its Disney+ (and Hulu and ESPN+) business...which we will believe will be a great combination over the next 6-12 months.</p><p><blockquote>该公司从其主题公园业务中“重新开放”风险敞口，并从其Disney+（以及Hulu和ESPN+）业务中获得稳定的经常性收入（和现金流）……我们相信这将是一个很好的组合未来6-12个月。</blockquote></p><p> <b>The Walt Disney Co.</b></p><p><blockquote><b>华特·迪士尼公司。</b></blockquote></p><p> <b>Sector/Industry:</b>Communication Services / Entertainment</p><p><blockquote><b>部门/行业：</b>通讯服务/娱乐</blockquote></p><p> Walt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney recently reorganized into four segments with one new segment: direct-to-consumer and international. The new segment includes the two announced OTT offerings, ESPN+ and the Disney SVOD service. The plan also combines two segments, parks and resorts and consumer products, into one. The media networks group contains the U.S. cable channels and ABC. The studio segment holds the movie production assets.</p><p><blockquote>华特·迪士尼拥有一些最受全球认可的角色的版权，从米老鼠到卢克·天行者。这些角色和其他角色出现在世界各地的几个迪士尼主题公园里。迪士尼在皮克斯、漫威和卢卡斯影业等工作室旗下制作真人电影和动画电影，还经营包括ESPN和几家电视制作工作室在内的媒体网络。迪士尼最近重组为四个部门，其中一个新部门：直接面向消费者和国际部门。新的部分包括两个已宣布的OTT产品，ESPN+和迪士尼SVOD服务。该计划还将公园和度假村以及消费品这两个部门合二为一。媒体网络集团包括美国有线电视频道和美国广播公司。工作室部门持有电影制作资产。</blockquote></p><p> (Source: YCharts)</p><p><blockquote>（来源：YCharts）</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10056a0f8a2d6e40a9cb69271646ca9c\" tg-width=\"640\" tg-height=\"289\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Disney currently has average rankings for Safety (5) and Value (6). We'll dig into those rankings below.</p><p><blockquote>迪士尼目前在安全性（5）和价值（6）方面的平均排名。我们将在下面深入研究这些排名。</blockquote></p><p> <i>Note that our rankings are from 1 (lowest) to 10 (highest).</i></p><p><blockquote><i>请注意，我们的排名是从1（最低）到10（最高）。</i></blockquote></p><p> <b>Safety</b></p><p><blockquote><b>安全</b></blockquote></p><p> It's no secret that the pandemic was rough on Disney as its theme park business (which represented over 30% of revenues) essentially shut down overnight. Not to mention the company's reliance on the box office (which also disappeared). Hence the average Safety ranking of 5.</p><p><blockquote>众所周知，疫情对迪士尼的打击很大，因为其主题公园业务（占收入的30%以上）基本上在一夜之间关闭。更不用说公司对票房的依赖（票房也消失了）。因此平均安全等级为5。</blockquote></p><p> That said, Disney has fought its way back to profitability and is expected to earn $4.25 per share in fiscal 2022. The company expects earnings to grow even further in 2023 and 2024 to $5.73 per share (35% growth) and $7.30 per share (27% growth), respectively as theme parks and theaters remove capacity restrictions. Also, management expects Disney+ subscribers to more than double by 2024 (from ~120 million currently to over 230 million).<i>Note that Disney's fiscal year end is September.</i></p><p><blockquote>尽管如此，迪士尼已经努力恢复盈利，预计2022财年每股收益为4.25美元。该公司预计，随着主题公园和影院取消容量限制，2023年和2024年的盈利将进一步增长，分别达到每股5.73美元（增长35%）和每股7.30美元（增长27%）。此外，管理层预计到2024年Disney+订阅用户将增加一倍以上（从目前的约1.2亿增加到超过2.3亿）。<i>请注意，迪士尼的财政年度结束是9月。</i></blockquote></p><p> Including Disney+, Hulu and ESPN+, Disney currently has ~170 million subscribers. Compared with Netflix's(NASDAQ:NFLX)current subscriber base of ~209 million...Disney's subscriber growth has been nothing short of incredible. In other words, Disney accomplished in 2 years what it took Netflix ~8 years to do!</p><p><blockquote>包括Disney+、Hulu和ESPN+在内，迪士尼目前拥有约1.7亿订阅者。与Netflix（纳斯达克股票代码：NFLX）目前约2.09亿用户群相比……迪士尼的用户增长令人难以置信。换句话说，迪士尼在两年内完成了网飞花了~8年才完成的事情！</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/536d4caaf3402c40894e85b28c61e3ba\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> The company's balance sheet also is extremely strong with $16 billion of cash/short-term investments.</p><p><blockquote>该公司的资产负债表也非常强劲，拥有160亿美元的现金/短期投资。</blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上涨潜力</b></blockquote></p><p> Disney looks pretty attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (on a forward basis).</p><p><blockquote>从估值的角度来看，迪士尼看起来相当有吸引力，目前的交易价格比其所有长期估值指标（远期）都有相当大的折扣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeab4377d3d8c4ff2e2fb780ff224146\" tg-width=\"572\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Specifically, Disney is currently trading at 25.6x forward 2023 earnings and 2.9x forward 2023 sales.</p><p><blockquote>具体来说，迪士尼目前的市盈率为2023年预期收益的25.6倍，2023年预期销售额的2.9倍。</blockquote></p><p></p><p> That said, earnings are expected to grow over 25% per year for the next few years...which would favor a little multiple expansion from here.</p><p><blockquote>也就是说，预计未来几年盈利每年将增长25%以上……这将有利于从这里开始进行一点倍数扩张。</blockquote></p><p> If you put a 25x-30x multiple on consensus forward earnings of 7.30 per share in 2024, that would equate to a $182.00 - $219.00 stock price (representing 23%-48% upside from current levels)!</p><p><blockquote>如果您将2024年每股7.30的共识预期收益乘以25-30倍，则相当于股价为182.00-219.00美元（较当前水平上涨23%-48%）！</blockquote></p><p> <b>Cash-Secured Put Analysis</b></p><p><blockquote><b>现金抵押认沽分析</b></blockquote></p><p> While we believe that Disney is a \"strong buy\" at current levels, if you are concerned about more downside volatility ahead, we also love the risk/reward profile of the cash-secured puts.</p><p><blockquote>虽然我们认为迪士尼在当前水平上是“强力买入”，但如果您担心未来会出现更多下行波动，我们也喜欢现金担保看跌期权的风险/回报状况。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌交易时，我们会考虑三个主要数据点：</blockquote></p><p> <ul>  <li>Premium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> The downside with a cash-secured put is that you are obligated to buy the stock at the strike price (which in most circumstances ends up being a good trade).</p><p><blockquote><ul><li>溢价收益率%（或平均月收益率%）：假设期权到期时一文不值（价外）的预期资本回报率的衡量标准。<i>假设期权完全以现金抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍能让您在期权交易中实现收支平衡的百分比。</li><li>Delta：很好地代表看跌期权以价内结束的概率。</li></ul>现金担保看跌期权的缺点是您有义务以执行价格购买股票（在大多数情况下，这最终是一笔不错的交易）。</blockquote></p><p> <i>Note that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><i>请注意，保费收益率和安全边际之间总是负相关：给定执行月份的保费收益率越高，安全边际越低。</i></blockquote></p><p> <i>An investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。三重收入轮可以根据您的需求进行调整。</i></blockquote></p><p> Now let's look at the cash-secured put analysis for Disney. We're focused on the January monthly contract that expires on 1/21/22.</p><p><blockquote>现在让我们看看迪士尼的现金担保看跌期权分析。我们关注的是1月21日/22日到期的1月份月度合同。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b72516013aa678d6304de63305b1c7\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> As discussed in the video, we believe that the $140 level could hold as long-tern support here. So we really like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们认为140美元的水平可能会成为长期支撑。因此，我们非常喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>DIS Jan 21st $140.00 Put (53 days until expiration)</b></i></p><p><blockquote><i><b>DIS 1月21日140.00美元看跌期权（距离到期还有53天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$3.10 premium</p><p><blockquote><ul><li>期权溢价：约3.10美元溢价</li></ul></blockquote></p><p></li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</p><p><blockquote><li>平均月收益率%：1.3%（年化15.6%）</li></blockquote></p><p></li>  <li>Margin-of-Safety %: 5.3%</p><p><blockquote><li>安全裕度%：5.3%</li></blockquote></p><p></li>  <li>Delta: 29</p><p><blockquote><li>德尔塔：29</li></blockquote></p><p></li> </ul> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on our long-term and short-term views on Disney, we believe the risk/reward profile with DIS stock is very attractive at current levels. That said, if you want some additional margin of safety, consider a cash-secured put strategy.</p><p><blockquote>根据我们对迪士尼的长期和短期看法，我们认为DIS股票的风险/回报状况在当前水平上非常有吸引力。也就是说，如果您想要一些额外的安全边际，请考虑现金担保看跌策略。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4472576-walt-disney-dis-top-stock-picks-2022\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4472576-walt-disney-dis-top-stock-picks-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100425330","content_text":"Summary\n\nA wave of negativity has hit Disney stock over the past few weeks post earnings.\nFears of the new Covid variant (Omicron) has put further pressure on the stock.\nThat said, we think its time to start looking at the Disney cup as \"half full\" instead of half empty.\nDisney is one of our top stock picks for 2022.\n\nDrew Angerer/Getty Images News\nIt's always amazing to me how sentiment can shift so quickly on a stock. One minute the glass is \"half full\" and the next minute its \"half empty\". However, this fickleness can provide great opportunities for investors willing to patiently wait for the tide shift again.\nThe Walt Disney Co.(NYSE:DIS)certainly falls into this category right now.\nAfter missing earnings expectations a few weeks ago and renewed Covid fears from the Omicron variant, investors seemed to have put Disney in the penalty box for now...with the shares sinking about 15% since Nov. 8th.\nData by YCharts\nThat said, we believe that Disney is the exact type of stock that you want to own going into 2022.\nThe company has \"re-opening\" exposure from its theme park business and stable recurring revenue (and cash flow) from its Disney+ (and Hulu and ESPN+) business...which we will believe will be a great combination over the next 6-12 months.\nThe Walt Disney Co.\nSector/Industry:Communication Services / Entertainment\nWalt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney recently reorganized into four segments with one new segment: direct-to-consumer and international. The new segment includes the two announced OTT offerings, ESPN+ and the Disney SVOD service. The plan also combines two segments, parks and resorts and consumer products, into one. The media networks group contains the U.S. cable channels and ABC. The studio segment holds the movie production assets.\n(Source: YCharts)\nSource: Option Income Advisor\nDisney currently has average rankings for Safety (5) and Value (6). We'll dig into those rankings below.\nNote that our rankings are from 1 (lowest) to 10 (highest).\nSafety\nIt's no secret that the pandemic was rough on Disney as its theme park business (which represented over 30% of revenues) essentially shut down overnight. Not to mention the company's reliance on the box office (which also disappeared). Hence the average Safety ranking of 5.\nThat said, Disney has fought its way back to profitability and is expected to earn $4.25 per share in fiscal 2022. The company expects earnings to grow even further in 2023 and 2024 to $5.73 per share (35% growth) and $7.30 per share (27% growth), respectively as theme parks and theaters remove capacity restrictions. Also, management expects Disney+ subscribers to more than double by 2024 (from ~120 million currently to over 230 million).Note that Disney's fiscal year end is September.\nIncluding Disney+, Hulu and ESPN+, Disney currently has ~170 million subscribers. Compared with Netflix's(NASDAQ:NFLX)current subscriber base of ~209 million...Disney's subscriber growth has been nothing short of incredible. In other words, Disney accomplished in 2 years what it took Netflix ~8 years to do!\nSource: Option Income Advisor\nThe company's balance sheet also is extremely strong with $16 billion of cash/short-term investments.\nValuation/Upside Potential\nDisney looks pretty attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (on a forward basis).\nSource: Option Income Advisor\nSpecifically, Disney is currently trading at 25.6x forward 2023 earnings and 2.9x forward 2023 sales.\nThat said, earnings are expected to grow over 25% per year for the next few years...which would favor a little multiple expansion from here.\nIf you put a 25x-30x multiple on consensus forward earnings of 7.30 per share in 2024, that would equate to a $182.00 - $219.00 stock price (representing 23%-48% upside from current levels)!\nCash-Secured Put Analysis\nWhile we believe that Disney is a \"strong buy\" at current levels, if you are concerned about more downside volatility ahead, we also love the risk/reward profile of the cash-secured puts.\nThe three main data points we look at when analyzing a cash-secured put trade are:\n\nPremium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).Assumes that the option is fully cash secured.\nMargin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.\nDelta: A good proxy for the probability that the put option will finish in-the-money.\n\nThe downside with a cash-secured put is that you are obligated to buy the stock at the strike price (which in most circumstances ends up being a good trade).\nNote that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.\nAn investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.\nNow let's look at the cash-secured put analysis for Disney. We're focused on the January monthly contract that expires on 1/21/22.\nSource: Option Income Advisor\nAs discussed in the video, we believe that the $140 level could hold as long-tern support here. So we really like the following cash-secured put:\nDIS Jan 21st $140.00 Put (53 days until expiration)\n\nOption Premium: ~$3.10 premium\nAverage Monthly Yield %: 1.3% (15.6% annualized)\nMargin-of-Safety %: 5.3%\nDelta: 29\n\nConclusion\nBased on our long-term and short-term views on Disney, we believe the risk/reward profile with DIS stock is very attractive at current levels. That said, if you want some additional margin of safety, consider a cash-secured put strategy.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609196061,"gmtCreate":1638248249992,"gmtModify":1638248250086,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Like 👍&nbsp;","listText":"Like 👍&nbsp;","text":"Like 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/609196061","repostId":"1164197088","repostType":4,"isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609198498,"gmtCreate":1638248212805,"gmtModify":1638248212934,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609198498","repostId":"1164197088","repostType":4,"isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609198556,"gmtCreate":1638248203337,"gmtModify":1638248203459,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609198556","repostId":"1164197088","repostType":4,"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609016101,"gmtCreate":1638217227309,"gmtModify":1638217227619,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609016101","repostId":"1129736600","repostType":4,"repost":{"id":"1129736600","kind":"news","pubTimestamp":1638148434,"share":"https://www.laohu8.com/m/news/1129736600?lang=zh_CN&edition=full","pubTime":"2021-11-29 09:13","market":"us","language":"en","title":"Tesla’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的Elon Musk又发了一封邮件。这对第四季度收益意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129736600","media":"Barrons","summary":"Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.Musk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla  to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cyc","content":"<p>Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.</p><p><blockquote>特斯拉首席执行官Elon Musk在最近的一封电子邮件中警告员工，这家电动汽车制造商不应该在今年最后几周不负责任地花钱来应对季度末的交付高峰。这个理由似乎很合理，即使他的看涨期权可能会惹恼投资者。</blockquote></p><p> Musk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla (ticker: TSLA) to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cycle for work or spending.</p><p><blockquote>马斯克希望将第四季度的交付成本降至最低。他认为特斯拉（股票代码：TSLA）没有理由在任何季度的几周内超支，却在下一季度的前几周看到交付量暴跌。这不是工作或支出的最佳周期。</blockquote></p><p> “Looked at over a six month period, we won’t have any extra cars, but we would have spent a lot of extra money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter,” reads the email. “This is [the] right time to start reducing the size of the wave in favor of a steadier and more efficient pace of deliveries.”</p><p><blockquote>电子邮件中写道：“从六个月的时间来看，我们不会有任何额外的汽车，但我们会花费大量额外的钱，并在每个季度的最后两周竭尽全力加快交付速度。”“现在是开始缩小浪潮规模以实现更稳定、更高效的交付速度的最佳时机。”</blockquote></p><p> It might be the right time because Tesla is going from having two plants producing cars to four plants. More assembly capacity might make it easier to manage the pace of deliveries in coming quarters.</p><p><blockquote>这可能是正确的时机，因为特斯拉将从拥有两家生产汽车的工厂增加到四家工厂。更多的组装能力可能会更容易管理未来几个季度的交付速度。</blockquote></p><p> Investors, of course, want big delivery numbers and big earnings. And breaking the pattern of big end-of-quarter deliveries could cause some unwanted stock volatility when fourth quarter deliveries are reported in the early days of the new year.</p><p><blockquote>当然，投资者想要大的交付数量和大的收益。当新年伊始报告第四季度交付量时，打破季度末交付量大的模式可能会导致一些不必要的库存波动。</blockquote></p><p> Still, Musk is setting expectations early and the change should be a one quarter impact — if the delivery pattern is smoothed out like Musk suggests.</p><p><blockquote>尽管如此，马斯克很早就设定了预期，如果交付模式像马斯克建议的那样顺利的话，这一变化应该会影响一个季度。</blockquote></p><p> What’s more, investors can’t really assume the change will lead to bad delivery numbers or disappointing earnings. Musk might have decided to send the email because delivery numbers are looking solid. There is just no way to know. Tesla didn’t respond to a request for comment on Sunday.</p><p><blockquote>更重要的是，投资者不能真正假设这一变化会导致糟糕的交付数字或令人失望的收益。马斯克可能决定发送这封电子邮件，因为交付数量看起来很稳定。只是没有办法知道。特斯拉周日没有回应置评请求。</blockquote></p><p> It’s also possible that automotive profit margins will improve if Tesla is spending less to deliver vehicles. That will be something to watch for when Tesla reports forth quarter earnings around the end of January 2022.</p><p><blockquote>如果特斯拉减少车辆交付支出，汽车利润率也有可能提高。当特斯拉在2022年1月底左右报告第四季度收益时，这将是值得关注的事情。</blockquote></p><p> Wall Street is looking for 266,000 vehicles delivered for the fourth quarter. That would be a record and bring full year 2021 deliveries to just less than 900,000. Tesla delivered about 500,000 vehicles in 2020.</p><p><blockquote>华尔街预计第四季度交付266,000辆汽车。这将创下纪录，使2021年全年交付量略低于90万辆。特斯拉在2020年交付了约50万辆汽车。</blockquote></p><p> The recent delivery email follows after another email sent by Musk to managers that detailed how he expects managers to react to his comments. In it Musk said managers could request clarification of his written instructions, among other things. The newer email, however, seems clear.</p><p><blockquote>在最近的交付电子邮件之前，马斯克向经理们发送了另一封电子邮件，详细说明了他希望经理们如何对他的评论做出反应。马斯克在信中表示，经理们可以要求澄清他的书面指示等。然而，新的电子邮件似乎很清楚。</blockquote></p><p> Coming into Monday trading, Tesla stock is up about 53% year to date, better than the 22% and 14% comparable, respective returns of the S&amp;P 500 and Dow Jones Industrial Average.</p><p><blockquote>截至周一交易，特斯拉股价今年迄今已上涨约53%，好于标普500和道琼斯工业平均指数分别22%和14%的可比回报率。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的Elon Musk又发了一封邮件。这对第四季度收益意味着什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的Elon Musk又发了一封邮件。这对第四季度收益意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-29 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.</p><p><blockquote>特斯拉首席执行官Elon Musk在最近的一封电子邮件中警告员工，这家电动汽车制造商不应该在今年最后几周不负责任地花钱来应对季度末的交付高峰。这个理由似乎很合理，即使他的看涨期权可能会惹恼投资者。</blockquote></p><p> Musk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla (ticker: TSLA) to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cycle for work or spending.</p><p><blockquote>马斯克希望将第四季度的交付成本降至最低。他认为特斯拉（股票代码：TSLA）没有理由在任何季度的几周内超支，却在下一季度的前几周看到交付量暴跌。这不是工作或支出的最佳周期。</blockquote></p><p> “Looked at over a six month period, we won’t have any extra cars, but we would have spent a lot of extra money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter,” reads the email. “This is [the] right time to start reducing the size of the wave in favor of a steadier and more efficient pace of deliveries.”</p><p><blockquote>电子邮件中写道：“从六个月的时间来看，我们不会有任何额外的汽车，但我们会花费大量额外的钱，并在每个季度的最后两周竭尽全力加快交付速度。”“现在是开始缩小浪潮规模以实现更稳定、更高效的交付速度的最佳时机。”</blockquote></p><p> It might be the right time because Tesla is going from having two plants producing cars to four plants. More assembly capacity might make it easier to manage the pace of deliveries in coming quarters.</p><p><blockquote>这可能是正确的时机，因为特斯拉将从拥有两家生产汽车的工厂增加到四家工厂。更多的组装能力可能会更容易管理未来几个季度的交付速度。</blockquote></p><p> Investors, of course, want big delivery numbers and big earnings. And breaking the pattern of big end-of-quarter deliveries could cause some unwanted stock volatility when fourth quarter deliveries are reported in the early days of the new year.</p><p><blockquote>当然，投资者想要大的交付数量和大的收益。当新年伊始报告第四季度交付量时，打破季度末交付量大的模式可能会导致一些不必要的库存波动。</blockquote></p><p> Still, Musk is setting expectations early and the change should be a one quarter impact — if the delivery pattern is smoothed out like Musk suggests.</p><p><blockquote>尽管如此，马斯克很早就设定了预期，如果交付模式像马斯克建议的那样顺利的话，这一变化应该会影响一个季度。</blockquote></p><p> What’s more, investors can’t really assume the change will lead to bad delivery numbers or disappointing earnings. Musk might have decided to send the email because delivery numbers are looking solid. There is just no way to know. Tesla didn’t respond to a request for comment on Sunday.</p><p><blockquote>更重要的是，投资者不能真正假设这一变化会导致糟糕的交付数字或令人失望的收益。马斯克可能决定发送这封电子邮件，因为交付数量看起来很稳定。只是没有办法知道。特斯拉周日没有回应置评请求。</blockquote></p><p> It’s also possible that automotive profit margins will improve if Tesla is spending less to deliver vehicles. That will be something to watch for when Tesla reports forth quarter earnings around the end of January 2022.</p><p><blockquote>如果特斯拉减少车辆交付支出，汽车利润率也有可能提高。当特斯拉在2022年1月底左右报告第四季度收益时，这将是值得关注的事情。</blockquote></p><p> Wall Street is looking for 266,000 vehicles delivered for the fourth quarter. That would be a record and bring full year 2021 deliveries to just less than 900,000. Tesla delivered about 500,000 vehicles in 2020.</p><p><blockquote>华尔街预计第四季度交付266,000辆汽车。这将创下纪录，使2021年全年交付量略低于90万辆。特斯拉在2020年交付了约50万辆汽车。</blockquote></p><p> The recent delivery email follows after another email sent by Musk to managers that detailed how he expects managers to react to his comments. In it Musk said managers could request clarification of his written instructions, among other things. The newer email, however, seems clear.</p><p><blockquote>在最近的交付电子邮件之前，马斯克向经理们发送了另一封电子邮件，详细说明了他希望经理们如何对他的评论做出反应。马斯克在信中表示，经理们可以要求澄清他的书面指示等。然而，新的电子邮件似乎很清楚。</blockquote></p><p> Coming into Monday trading, Tesla stock is up about 53% year to date, better than the 22% and 14% comparable, respective returns of the S&amp;P 500 and Dow Jones Industrial Average.</p><p><blockquote>截至周一交易，特斯拉股价今年迄今已上涨约53%，好于标普500和道琼斯工业平均指数分别22%和14%的可比回报率。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/teslas-elon-musk-email-what-it-means-51638119355?mod=hp_DAY_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/teslas-elon-musk-email-what-it-means-51638119355?mod=hp_DAY_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129736600","content_text":"Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.\nMusk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla (ticker: TSLA) to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cycle for work or spending.\n“Looked at over a six month period, we won’t have any extra cars, but we would have spent a lot of extra money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter,” reads the email. “This is [the] right time to start reducing the size of the wave in favor of a steadier and more efficient pace of deliveries.”\nIt might be the right time because Tesla is going from having two plants producing cars to four plants. More assembly capacity might make it easier to manage the pace of deliveries in coming quarters.\nInvestors, of course, want big delivery numbers and big earnings. And breaking the pattern of big end-of-quarter deliveries could cause some unwanted stock volatility when fourth quarter deliveries are reported in the early days of the new year.\nStill, Musk is setting expectations early and the change should be a one quarter impact — if the delivery pattern is smoothed out like Musk suggests.\nWhat’s more, investors can’t really assume the change will lead to bad delivery numbers or disappointing earnings. Musk might have decided to send the email because delivery numbers are looking solid. There is just no way to know. Tesla didn’t respond to a request for comment on Sunday.\nIt’s also possible that automotive profit margins will improve if Tesla is spending less to deliver vehicles. That will be something to watch for when Tesla reports forth quarter earnings around the end of January 2022.\nWall Street is looking for 266,000 vehicles delivered for the fourth quarter. That would be a record and bring full year 2021 deliveries to just less than 900,000. Tesla delivered about 500,000 vehicles in 2020.\nThe recent delivery email follows after another email sent by Musk to managers that detailed how he expects managers to react to his comments. In it Musk said managers could request clarification of his written instructions, among other things. The newer email, however, seems clear.\nComing into Monday trading, Tesla stock is up about 53% year to date, better than the 22% and 14% comparable, respective returns of the S&P 500 and Dow Jones Industrial Average.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875495053,"gmtCreate":1637677961201,"gmtModify":1637677961291,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875495053","repostId":"875409999","repostType":1,"repost":{"id":875409999,"gmtCreate":1637676402580,"gmtModify":1637676406326,"author":{"id":"3586061751257522","authorId":"3586061751257522","name":"SlowIncome","avatar":"https://static.tigerbbs.com/8f58da85f59ba0a3ddf93647be45c630","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586061751257522","idStr":"3586061751257522"},"themes":[],"htmlText":"(23/11)Today's pre-market LOSERS:<a href=\"https://laohu8.com/S/GTEC\">$Greenland Technologies Holding Corporation(GTEC)$</a><a href=\"https://laohu8.com/S/TBPH\">$Theravance Biopharma(TBPH)$</a><a href=\"https://laohu8.com/S/LGVN\">$Longeveron Inc(LGVN)$</a><a href=\"https://laohu8.com/S/ADMP\">$Adamis Pharmaceuticals(ADMP)$</a><a href=\"https://laohu8.com/S/BBY\">$Best Buy(BBY)$</a>Please like and follow for daily updates&nbsp;","listText":"(23/11)Today's pre-market LOSERS:<a href=\"https://laohu8.com/S/GTEC\">$Greenland Technologies Holding Corporation(GTEC)$</a><a href=\"https://laohu8.com/S/TBPH\">$Theravance Biopharma(TBPH)$</a><a href=\"https://laohu8.com/S/LGVN\">$Longeveron Inc(LGVN)$</a><a href=\"https://laohu8.com/S/ADMP\">$Adamis Pharmaceuticals(ADMP)$</a><a href=\"https://laohu8.com/S/BBY\">$Best Buy(BBY)$</a>Please like and follow for daily updates&nbsp;","text":"(23/11)Today's pre-market LOSERS:$Greenland Technologies Holding Corporation(GTEC)$$Theravance Biopharma(TBPH)$$Longeveron Inc(LGVN)$$Adamis Pharmaceuticals(ADMP)$$Best Buy(BBY)$Please like and follow for daily updates","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875409999","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":604416001,"gmtCreate":1639438337261,"gmtModify":1639438574738,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604416001","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609196061,"gmtCreate":1638248249992,"gmtModify":1638248250086,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Like 👍&nbsp;","listText":"Like 👍&nbsp;","text":"Like 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/609196061","repostId":"1164197088","repostType":4,"isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843092143,"gmtCreate":1635780916599,"gmtModify":1635780916691,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Good information&nbsp;","listText":"Good information&nbsp;","text":"Good 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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":1635775020,"share":"https://www.laohu8.com/m/news/1115697927?lang=zh_CN&edition=full","pubTime":"2021-11-01 21:57","market":"us","language":"en","title":"Big tech stocks dipped in Monday morning trading<blockquote>大型科技股周一早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115697927","media":"Tiger Newspress","summary":"Big tech stocks dipped in Monday morning trading.Apple,Microsoft,Amazon and Alphabet fell more than ","content":"<p>Big tech stocks dipped in Monday morning trading.Apple,Microsoft,Amazon and Alphabet fell more than 1% while Meta Platforms rose more&nbsp;than 2%.</p><p><blockquote>大型科技股周一早盘下跌。苹果、微软、亚马逊和Alphabet下跌超过1%，而Meta Platforms上涨超过2%。</blockquote></p><p> <img 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig tech stocks dipped in Monday morning trading<blockquote>大型科技股周一早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-01 21:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Big tech stocks dipped in Monday morning trading.Apple,Microsoft,Amazon and Alphabet fell more than 1% while Meta Platforms rose more&nbsp;than 2%.</p><p><blockquote>大型科技股周一早盘下跌。苹果、微软、亚马逊和Alphabet下跌超过1%，而Meta Platforms上涨超过2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d2425a5299b1f355922166531db381ec\" tg-width=\"405\" tg-height=\"300\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FB":"ProShares S&P 500 Dynamic Buffer ETF","MSFT":"微软","AAPL":"苹果","AMZN":"亚马逊","GOOGL":"谷歌A"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115697927","content_text":"Big tech stocks dipped in Monday morning trading.Apple,Microsoft,Amazon and Alphabet fell more than 1% while Meta Platforms rose more than 2%.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"MSFT":0.9,"FB":0.9,"AMZN":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852095378,"gmtCreate":1635220358498,"gmtModify":1635220675252,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>going up or down?","listText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>going up or down?","text":"$Phunware, Inc.(PHUN)$going up or down?","images":[{"img":"https://static.tigerbbs.com/9527b1ebbf27e6dceab89978393a67bd","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852095378","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":603302961,"gmtCreate":1638361580904,"gmtModify":1638361581160,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603302961","repostId":"1100425330","repostType":4,"repost":{"id":"1100425330","kind":"news","pubTimestamp":1638360525,"share":"https://www.laohu8.com/m/news/1100425330?lang=zh_CN&edition=full","pubTime":"2021-12-01 20:08","market":"us","language":"en","title":"Disney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为2022年的大赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100425330","media":"Seeking Alpha","summary":"Summary\n\nA wave of negativity has hit Disney stock over the past few weeks post earnings.\nFears of t","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>A wave of negativity has hit Disney stock over the past few weeks post earnings.</li>  <li>Fears of the new Covid variant (Omicron) has put further pressure on the stock.</li>  <li>That said, we think its time to start looking at the Disney cup as \"half full\" instead of half empty.</li>  <li>Disney is one of our top stock picks for 2022.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af7c3cef342a5e4c3d39f605d91ebdc8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Drew Angerer/Getty Images News</span></p><p><blockquote><ul><li>过去几周，迪士尼股票在财报发布后受到了一波负面影响。</li><li>对新冠病毒变种（奥密克戎）的担忧给该股带来了进一步的压力。</li><li>也就是说，我们认为是时候开始将迪士尼杯视为“半满”而不是半空了。</li><li>迪士尼是我们2022年的首选股票之一。</li></ul><p class=\"t-img-caption\"><span>德鲁·安格雷尔/盖蒂图片社新闻</span></p></blockquote></p><p> It's always amazing to me how sentiment can shift so quickly on a stock. One minute the glass is \"half full\" and the next minute its \"half empty\". However, this fickleness can provide great opportunities for investors willing to patiently wait for the tide shift again.</p><p><blockquote>我总是很惊讶一只股票的情绪变化如此之快。前一分钟杯子是“半满的”，下一分钟它是“半空的”。然而，这种变化无常可以为愿意耐心等待潮流再次转变的投资者提供巨大的机会。</blockquote></p><p> The Walt Disney Co.(NYSE:DIS)certainly falls into this category right now.</p><p><blockquote>华特迪士尼公司（纽约证券交易所股票代码：DIS）目前当然属于这一类。</blockquote></p><p> After missing earnings expectations a few weeks ago and renewed Covid fears from the Omicron variant, investors seemed to have put Disney in the penalty box for now...with the shares sinking about 15% since Nov. 8th.</p><p><blockquote>在几周前未达到盈利预期以及奥密克戎变种重新引发对新冠病毒的担忧之后，投资者似乎暂时将迪士尼置于惩罚箱中……自11月8日以来，迪士尼股价已下跌约15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac736e0b67e5440e2f7e0a106b384640\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> That said, we believe that Disney is the exact type of stock that you want to own going into 2022.</p><p><blockquote>也就是说，我们相信迪士尼正是您在2022年想要持有的股票类型。</blockquote></p><p> The company has \"re-opening\" exposure from its theme park business and stable recurring revenue (and cash flow) from its Disney+ (and Hulu and ESPN+) business...which we will believe will be a great combination over the next 6-12 months.</p><p><blockquote>该公司从其主题公园业务中“重新开放”风险敞口，并从其Disney+（以及Hulu和ESPN+）业务中获得稳定的经常性收入（和现金流）……我们相信这将是一个很好的组合未来6-12个月。</blockquote></p><p> <b>The Walt Disney Co.</b></p><p><blockquote><b>华特·迪士尼公司。</b></blockquote></p><p> <b>Sector/Industry:</b>Communication Services / Entertainment</p><p><blockquote><b>部门/行业：</b>通讯服务/娱乐</blockquote></p><p> Walt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney recently reorganized into four segments with one new segment: direct-to-consumer and international. The new segment includes the two announced OTT offerings, ESPN+ and the Disney SVOD service. The plan also combines two segments, parks and resorts and consumer products, into one. The media networks group contains the U.S. cable channels and ABC. The studio segment holds the movie production assets.</p><p><blockquote>华特·迪士尼拥有一些最受全球认可的角色的版权，从米老鼠到卢克·天行者。这些角色和其他角色出现在世界各地的几个迪士尼主题公园里。迪士尼在皮克斯、漫威和卢卡斯影业等工作室旗下制作真人电影和动画电影，还经营包括ESPN和几家电视制作工作室在内的媒体网络。迪士尼最近重组为四个部门，其中一个新部门：直接面向消费者和国际部门。新的部分包括两个已宣布的OTT产品，ESPN+和迪士尼SVOD服务。该计划还将公园和度假村以及消费品这两个部门合二为一。媒体网络集团包括美国有线电视频道和美国广播公司。工作室部门持有电影制作资产。</blockquote></p><p> (Source: YCharts)</p><p><blockquote>（来源：YCharts）</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10056a0f8a2d6e40a9cb69271646ca9c\" tg-width=\"640\" tg-height=\"289\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Disney currently has average rankings for Safety (5) and Value (6). We'll dig into those rankings below.</p><p><blockquote>迪士尼目前在安全性（5）和价值（6）方面的平均排名。我们将在下面深入研究这些排名。</blockquote></p><p> <i>Note that our rankings are from 1 (lowest) to 10 (highest).</i></p><p><blockquote><i>请注意，我们的排名是从1（最低）到10（最高）。</i></blockquote></p><p> <b>Safety</b></p><p><blockquote><b>安全</b></blockquote></p><p> It's no secret that the pandemic was rough on Disney as its theme park business (which represented over 30% of revenues) essentially shut down overnight. Not to mention the company's reliance on the box office (which also disappeared). Hence the average Safety ranking of 5.</p><p><blockquote>众所周知，疫情对迪士尼的打击很大，因为其主题公园业务（占收入的30%以上）基本上在一夜之间关闭。更不用说公司对票房的依赖（票房也消失了）。因此平均安全等级为5。</blockquote></p><p> That said, Disney has fought its way back to profitability and is expected to earn $4.25 per share in fiscal 2022. The company expects earnings to grow even further in 2023 and 2024 to $5.73 per share (35% growth) and $7.30 per share (27% growth), respectively as theme parks and theaters remove capacity restrictions. Also, management expects Disney+ subscribers to more than double by 2024 (from ~120 million currently to over 230 million).<i>Note that Disney's fiscal year end is September.</i></p><p><blockquote>尽管如此，迪士尼已经努力恢复盈利，预计2022财年每股收益为4.25美元。该公司预计，随着主题公园和影院取消容量限制，2023年和2024年的盈利将进一步增长，分别达到每股5.73美元（增长35%）和每股7.30美元（增长27%）。此外，管理层预计到2024年Disney+订阅用户将增加一倍以上（从目前的约1.2亿增加到超过2.3亿）。<i>请注意，迪士尼的财政年度结束是9月。</i></blockquote></p><p> Including Disney+, Hulu and ESPN+, Disney currently has ~170 million subscribers. Compared with Netflix's(NASDAQ:NFLX)current subscriber base of ~209 million...Disney's subscriber growth has been nothing short of incredible. In other words, Disney accomplished in 2 years what it took Netflix ~8 years to do!</p><p><blockquote>包括Disney+、Hulu和ESPN+在内，迪士尼目前拥有约1.7亿订阅者。与Netflix（纳斯达克股票代码：NFLX）目前约2.09亿用户群相比……迪士尼的用户增长令人难以置信。换句话说，迪士尼在两年内完成了网飞花了~8年才完成的事情！</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/536d4caaf3402c40894e85b28c61e3ba\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> The company's balance sheet also is extremely strong with $16 billion of cash/short-term investments.</p><p><blockquote>该公司的资产负债表也非常强劲，拥有160亿美元的现金/短期投资。</blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上涨潜力</b></blockquote></p><p> Disney looks pretty attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (on a forward basis).</p><p><blockquote>从估值的角度来看，迪士尼看起来相当有吸引力，目前的交易价格比其所有长期估值指标（远期）都有相当大的折扣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeab4377d3d8c4ff2e2fb780ff224146\" tg-width=\"572\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Specifically, Disney is currently trading at 25.6x forward 2023 earnings and 2.9x forward 2023 sales.</p><p><blockquote>具体来说，迪士尼目前的市盈率为2023年预期收益的25.6倍，2023年预期销售额的2.9倍。</blockquote></p><p></p><p> That said, earnings are expected to grow over 25% per year for the next few years...which would favor a little multiple expansion from here.</p><p><blockquote>也就是说，预计未来几年盈利每年将增长25%以上……这将有利于从这里开始进行一点倍数扩张。</blockquote></p><p> If you put a 25x-30x multiple on consensus forward earnings of 7.30 per share in 2024, that would equate to a $182.00 - $219.00 stock price (representing 23%-48% upside from current levels)!</p><p><blockquote>如果您将2024年每股7.30的共识预期收益乘以25-30倍，则相当于股价为182.00-219.00美元（较当前水平上涨23%-48%）！</blockquote></p><p> <b>Cash-Secured Put Analysis</b></p><p><blockquote><b>现金抵押认沽分析</b></blockquote></p><p> While we believe that Disney is a \"strong buy\" at current levels, if you are concerned about more downside volatility ahead, we also love the risk/reward profile of the cash-secured puts.</p><p><blockquote>虽然我们认为迪士尼在当前水平上是“强力买入”，但如果您担心未来会出现更多下行波动，我们也喜欢现金担保看跌期权的风险/回报状况。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌交易时，我们会考虑三个主要数据点：</blockquote></p><p> <ul>  <li>Premium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> The downside with a cash-secured put is that you are obligated to buy the stock at the strike price (which in most circumstances ends up being a good trade).</p><p><blockquote><ul><li>溢价收益率%（或平均月收益率%）：假设期权到期时一文不值（价外）的预期资本回报率的衡量标准。<i>假设期权完全以现金抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍能让您在期权交易中实现收支平衡的百分比。</li><li>Delta：很好地代表看跌期权以价内结束的概率。</li></ul>现金担保看跌期权的缺点是您有义务以执行价格购买股票（在大多数情况下，这最终是一笔不错的交易）。</blockquote></p><p> <i>Note that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><i>请注意，保费收益率和安全边际之间总是负相关：给定执行月份的保费收益率越高，安全边际越低。</i></blockquote></p><p> <i>An investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。三重收入轮可以根据您的需求进行调整。</i></blockquote></p><p> Now let's look at the cash-secured put analysis for Disney. We're focused on the January monthly contract that expires on 1/21/22.</p><p><blockquote>现在让我们看看迪士尼的现金担保看跌期权分析。我们关注的是1月21日/22日到期的1月份月度合同。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b72516013aa678d6304de63305b1c7\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> As discussed in the video, we believe that the $140 level could hold as long-tern support here. So we really like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们认为140美元的水平可能会成为长期支撑。因此，我们非常喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>DIS Jan 21st $140.00 Put (53 days until expiration)</b></i></p><p><blockquote><i><b>DIS 1月21日140.00美元看跌期权（距离到期还有53天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$3.10 premium</p><p><blockquote><ul><li>期权溢价：约3.10美元溢价</li></ul></blockquote></p><p></li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</p><p><blockquote><li>平均月收益率%：1.3%（年化15.6%）</li></blockquote></p><p></li>  <li>Margin-of-Safety %: 5.3%</p><p><blockquote><li>安全裕度%：5.3%</li></blockquote></p><p></li>  <li>Delta: 29</p><p><blockquote><li>德尔塔：29</li></blockquote></p><p></li> </ul> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on our long-term and short-term views on Disney, we believe the risk/reward profile with DIS stock is very attractive at current levels. That said, if you want some additional margin of safety, consider a cash-secured put strategy.</p><p><blockquote>根据我们对迪士尼的长期和短期看法，我们认为DIS股票的风险/回报状况在当前水平上非常有吸引力。也就是说，如果您想要一些额外的安全边际，请考虑现金担保看跌策略。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为2022年的大赢家</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为2022年的大赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-01 20:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>A wave of negativity has hit Disney stock over the past few weeks post earnings.</li>  <li>Fears of the new Covid variant (Omicron) has put further pressure on the stock.</li>  <li>That said, we think its time to start looking at the Disney cup as \"half full\" instead of half empty.</li>  <li>Disney is one of our top stock picks for 2022.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af7c3cef342a5e4c3d39f605d91ebdc8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Drew Angerer/Getty Images News</span></p><p><blockquote><ul><li>过去几周，迪士尼股票在财报发布后受到了一波负面影响。</li><li>对新冠病毒变种（奥密克戎）的担忧给该股带来了进一步的压力。</li><li>也就是说，我们认为是时候开始将迪士尼杯视为“半满”而不是半空了。</li><li>迪士尼是我们2022年的首选股票之一。</li></ul><p class=\"t-img-caption\"><span>德鲁·安格雷尔/盖蒂图片社新闻</span></p></blockquote></p><p> It's always amazing to me how sentiment can shift so quickly on a stock. One minute the glass is \"half full\" and the next minute its \"half empty\". However, this fickleness can provide great opportunities for investors willing to patiently wait for the tide shift again.</p><p><blockquote>我总是很惊讶一只股票的情绪变化如此之快。前一分钟杯子是“半满的”，下一分钟它是“半空的”。然而，这种变化无常可以为愿意耐心等待潮流再次转变的投资者提供巨大的机会。</blockquote></p><p> The Walt Disney Co.(NYSE:DIS)certainly falls into this category right now.</p><p><blockquote>华特迪士尼公司（纽约证券交易所股票代码：DIS）目前当然属于这一类。</blockquote></p><p> After missing earnings expectations a few weeks ago and renewed Covid fears from the Omicron variant, investors seemed to have put Disney in the penalty box for now...with the shares sinking about 15% since Nov. 8th.</p><p><blockquote>在几周前未达到盈利预期以及奥密克戎变种重新引发对新冠病毒的担忧之后，投资者似乎暂时将迪士尼置于惩罚箱中……自11月8日以来，迪士尼股价已下跌约15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac736e0b67e5440e2f7e0a106b384640\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> That said, we believe that Disney is the exact type of stock that you want to own going into 2022.</p><p><blockquote>也就是说，我们相信迪士尼正是您在2022年想要持有的股票类型。</blockquote></p><p> The company has \"re-opening\" exposure from its theme park business and stable recurring revenue (and cash flow) from its Disney+ (and Hulu and ESPN+) business...which we will believe will be a great combination over the next 6-12 months.</p><p><blockquote>该公司从其主题公园业务中“重新开放”风险敞口，并从其Disney+（以及Hulu和ESPN+）业务中获得稳定的经常性收入（和现金流）……我们相信这将是一个很好的组合未来6-12个月。</blockquote></p><p> <b>The Walt Disney Co.</b></p><p><blockquote><b>华特·迪士尼公司。</b></blockquote></p><p> <b>Sector/Industry:</b>Communication Services / Entertainment</p><p><blockquote><b>部门/行业：</b>通讯服务/娱乐</blockquote></p><p> Walt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney recently reorganized into four segments with one new segment: direct-to-consumer and international. The new segment includes the two announced OTT offerings, ESPN+ and the Disney SVOD service. The plan also combines two segments, parks and resorts and consumer products, into one. The media networks group contains the U.S. cable channels and ABC. The studio segment holds the movie production assets.</p><p><blockquote>华特·迪士尼拥有一些最受全球认可的角色的版权，从米老鼠到卢克·天行者。这些角色和其他角色出现在世界各地的几个迪士尼主题公园里。迪士尼在皮克斯、漫威和卢卡斯影业等工作室旗下制作真人电影和动画电影，还经营包括ESPN和几家电视制作工作室在内的媒体网络。迪士尼最近重组为四个部门，其中一个新部门：直接面向消费者和国际部门。新的部分包括两个已宣布的OTT产品，ESPN+和迪士尼SVOD服务。该计划还将公园和度假村以及消费品这两个部门合二为一。媒体网络集团包括美国有线电视频道和美国广播公司。工作室部门持有电影制作资产。</blockquote></p><p> (Source: YCharts)</p><p><blockquote>（来源：YCharts）</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10056a0f8a2d6e40a9cb69271646ca9c\" tg-width=\"640\" tg-height=\"289\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Disney currently has average rankings for Safety (5) and Value (6). We'll dig into those rankings below.</p><p><blockquote>迪士尼目前在安全性（5）和价值（6）方面的平均排名。我们将在下面深入研究这些排名。</blockquote></p><p> <i>Note that our rankings are from 1 (lowest) to 10 (highest).</i></p><p><blockquote><i>请注意，我们的排名是从1（最低）到10（最高）。</i></blockquote></p><p> <b>Safety</b></p><p><blockquote><b>安全</b></blockquote></p><p> It's no secret that the pandemic was rough on Disney as its theme park business (which represented over 30% of revenues) essentially shut down overnight. Not to mention the company's reliance on the box office (which also disappeared). Hence the average Safety ranking of 5.</p><p><blockquote>众所周知，疫情对迪士尼的打击很大，因为其主题公园业务（占收入的30%以上）基本上在一夜之间关闭。更不用说公司对票房的依赖（票房也消失了）。因此平均安全等级为5。</blockquote></p><p> That said, Disney has fought its way back to profitability and is expected to earn $4.25 per share in fiscal 2022. The company expects earnings to grow even further in 2023 and 2024 to $5.73 per share (35% growth) and $7.30 per share (27% growth), respectively as theme parks and theaters remove capacity restrictions. Also, management expects Disney+ subscribers to more than double by 2024 (from ~120 million currently to over 230 million).<i>Note that Disney's fiscal year end is September.</i></p><p><blockquote>尽管如此，迪士尼已经努力恢复盈利，预计2022财年每股收益为4.25美元。该公司预计，随着主题公园和影院取消容量限制，2023年和2024年的盈利将进一步增长，分别达到每股5.73美元（增长35%）和每股7.30美元（增长27%）。此外，管理层预计到2024年Disney+订阅用户将增加一倍以上（从目前的约1.2亿增加到超过2.3亿）。<i>请注意，迪士尼的财政年度结束是9月。</i></blockquote></p><p> Including Disney+, Hulu and ESPN+, Disney currently has ~170 million subscribers. Compared with Netflix's(NASDAQ:NFLX)current subscriber base of ~209 million...Disney's subscriber growth has been nothing short of incredible. In other words, Disney accomplished in 2 years what it took Netflix ~8 years to do!</p><p><blockquote>包括Disney+、Hulu和ESPN+在内，迪士尼目前拥有约1.7亿订阅者。与Netflix（纳斯达克股票代码：NFLX）目前约2.09亿用户群相比……迪士尼的用户增长令人难以置信。换句话说，迪士尼在两年内完成了网飞花了~8年才完成的事情！</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/536d4caaf3402c40894e85b28c61e3ba\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> The company's balance sheet also is extremely strong with $16 billion of cash/short-term investments.</p><p><blockquote>该公司的资产负债表也非常强劲，拥有160亿美元的现金/短期投资。</blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上涨潜力</b></blockquote></p><p> Disney looks pretty attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (on a forward basis).</p><p><blockquote>从估值的角度来看，迪士尼看起来相当有吸引力，目前的交易价格比其所有长期估值指标（远期）都有相当大的折扣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeab4377d3d8c4ff2e2fb780ff224146\" tg-width=\"572\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Specifically, Disney is currently trading at 25.6x forward 2023 earnings and 2.9x forward 2023 sales.</p><p><blockquote>具体来说，迪士尼目前的市盈率为2023年预期收益的25.6倍，2023年预期销售额的2.9倍。</blockquote></p><p></p><p> That said, earnings are expected to grow over 25% per year for the next few years...which would favor a little multiple expansion from here.</p><p><blockquote>也就是说，预计未来几年盈利每年将增长25%以上……这将有利于从这里开始进行一点倍数扩张。</blockquote></p><p> If you put a 25x-30x multiple on consensus forward earnings of 7.30 per share in 2024, that would equate to a $182.00 - $219.00 stock price (representing 23%-48% upside from current levels)!</p><p><blockquote>如果您将2024年每股7.30的共识预期收益乘以25-30倍，则相当于股价为182.00-219.00美元（较当前水平上涨23%-48%）！</blockquote></p><p> <b>Cash-Secured Put Analysis</b></p><p><blockquote><b>现金抵押认沽分析</b></blockquote></p><p> While we believe that Disney is a \"strong buy\" at current levels, if you are concerned about more downside volatility ahead, we also love the risk/reward profile of the cash-secured puts.</p><p><blockquote>虽然我们认为迪士尼在当前水平上是“强力买入”，但如果您担心未来会出现更多下行波动，我们也喜欢现金担保看跌期权的风险/回报状况。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌交易时，我们会考虑三个主要数据点：</blockquote></p><p> <ul>  <li>Premium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> The downside with a cash-secured put is that you are obligated to buy the stock at the strike price (which in most circumstances ends up being a good trade).</p><p><blockquote><ul><li>溢价收益率%（或平均月收益率%）：假设期权到期时一文不值（价外）的预期资本回报率的衡量标准。<i>假设期权完全以现金抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍能让您在期权交易中实现收支平衡的百分比。</li><li>Delta：很好地代表看跌期权以价内结束的概率。</li></ul>现金担保看跌期权的缺点是您有义务以执行价格购买股票（在大多数情况下，这最终是一笔不错的交易）。</blockquote></p><p> <i>Note that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><i>请注意，保费收益率和安全边际之间总是负相关：给定执行月份的保费收益率越高，安全边际越低。</i></blockquote></p><p> <i>An investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。三重收入轮可以根据您的需求进行调整。</i></blockquote></p><p> Now let's look at the cash-secured put analysis for Disney. We're focused on the January monthly contract that expires on 1/21/22.</p><p><blockquote>现在让我们看看迪士尼的现金担保看跌期权分析。我们关注的是1月21日/22日到期的1月份月度合同。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b72516013aa678d6304de63305b1c7\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> As discussed in the video, we believe that the $140 level could hold as long-tern support here. So we really like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们认为140美元的水平可能会成为长期支撑。因此，我们非常喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>DIS Jan 21st $140.00 Put (53 days until expiration)</b></i></p><p><blockquote><i><b>DIS 1月21日140.00美元看跌期权（距离到期还有53天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$3.10 premium</p><p><blockquote><ul><li>期权溢价：约3.10美元溢价</li></ul></blockquote></p><p></li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</p><p><blockquote><li>平均月收益率%：1.3%（年化15.6%）</li></blockquote></p><p></li>  <li>Margin-of-Safety %: 5.3%</p><p><blockquote><li>安全裕度%：5.3%</li></blockquote></p><p></li>  <li>Delta: 29</p><p><blockquote><li>德尔塔：29</li></blockquote></p><p></li> </ul> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on our long-term and short-term views on Disney, we believe the risk/reward profile with DIS stock is very attractive at current levels. That said, if you want some additional margin of safety, consider a cash-secured put strategy.</p><p><blockquote>根据我们对迪士尼的长期和短期看法，我们认为DIS股票的风险/回报状况在当前水平上非常有吸引力。也就是说，如果您想要一些额外的安全边际，请考虑现金担保看跌策略。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4472576-walt-disney-dis-top-stock-picks-2022\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4472576-walt-disney-dis-top-stock-picks-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100425330","content_text":"Summary\n\nA wave of negativity has hit Disney stock over the past few weeks post earnings.\nFears of the new Covid variant (Omicron) has put further pressure on the stock.\nThat said, we think its time to start looking at the Disney cup as \"half full\" instead of half empty.\nDisney is one of our top stock picks for 2022.\n\nDrew Angerer/Getty Images News\nIt's always amazing to me how sentiment can shift so quickly on a stock. One minute the glass is \"half full\" and the next minute its \"half empty\". However, this fickleness can provide great opportunities for investors willing to patiently wait for the tide shift again.\nThe Walt Disney Co.(NYSE:DIS)certainly falls into this category right now.\nAfter missing earnings expectations a few weeks ago and renewed Covid fears from the Omicron variant, investors seemed to have put Disney in the penalty box for now...with the shares sinking about 15% since Nov. 8th.\nData by YCharts\nThat said, we believe that Disney is the exact type of stock that you want to own going into 2022.\nThe company has \"re-opening\" exposure from its theme park business and stable recurring revenue (and cash flow) from its Disney+ (and Hulu and ESPN+) business...which we will believe will be a great combination over the next 6-12 months.\nThe Walt Disney Co.\nSector/Industry:Communication Services / Entertainment\nWalt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney recently reorganized into four segments with one new segment: direct-to-consumer and international. The new segment includes the two announced OTT offerings, ESPN+ and the Disney SVOD service. The plan also combines two segments, parks and resorts and consumer products, into one. The media networks group contains the U.S. cable channels and ABC. The studio segment holds the movie production assets.\n(Source: YCharts)\nSource: Option Income Advisor\nDisney currently has average rankings for Safety (5) and Value (6). We'll dig into those rankings below.\nNote that our rankings are from 1 (lowest) to 10 (highest).\nSafety\nIt's no secret that the pandemic was rough on Disney as its theme park business (which represented over 30% of revenues) essentially shut down overnight. Not to mention the company's reliance on the box office (which also disappeared). Hence the average Safety ranking of 5.\nThat said, Disney has fought its way back to profitability and is expected to earn $4.25 per share in fiscal 2022. The company expects earnings to grow even further in 2023 and 2024 to $5.73 per share (35% growth) and $7.30 per share (27% growth), respectively as theme parks and theaters remove capacity restrictions. Also, management expects Disney+ subscribers to more than double by 2024 (from ~120 million currently to over 230 million).Note that Disney's fiscal year end is September.\nIncluding Disney+, Hulu and ESPN+, Disney currently has ~170 million subscribers. Compared with Netflix's(NASDAQ:NFLX)current subscriber base of ~209 million...Disney's subscriber growth has been nothing short of incredible. In other words, Disney accomplished in 2 years what it took Netflix ~8 years to do!\nSource: Option Income Advisor\nThe company's balance sheet also is extremely strong with $16 billion of cash/short-term investments.\nValuation/Upside Potential\nDisney looks pretty attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (on a forward basis).\nSource: Option Income Advisor\nSpecifically, Disney is currently trading at 25.6x forward 2023 earnings and 2.9x forward 2023 sales.\nThat said, earnings are expected to grow over 25% per year for the next few years...which would favor a little multiple expansion from here.\nIf you put a 25x-30x multiple on consensus forward earnings of 7.30 per share in 2024, that would equate to a $182.00 - $219.00 stock price (representing 23%-48% upside from current levels)!\nCash-Secured Put Analysis\nWhile we believe that Disney is a \"strong buy\" at current levels, if you are concerned about more downside volatility ahead, we also love the risk/reward profile of the cash-secured puts.\nThe three main data points we look at when analyzing a cash-secured put trade are:\n\nPremium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).Assumes that the option is fully cash secured.\nMargin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.\nDelta: A good proxy for the probability that the put option will finish in-the-money.\n\nThe downside with a cash-secured put is that you are obligated to buy the stock at the strike price (which in most circumstances ends up being a good trade).\nNote that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.\nAn investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.\nNow let's look at the cash-secured put analysis for Disney. We're focused on the January monthly contract that expires on 1/21/22.\nSource: Option Income Advisor\nAs discussed in the video, we believe that the $140 level could hold as long-tern support here. So we really like the following cash-secured put:\nDIS Jan 21st $140.00 Put (53 days until expiration)\n\nOption Premium: ~$3.10 premium\nAverage Monthly Yield %: 1.3% (15.6% annualized)\nMargin-of-Safety %: 5.3%\nDelta: 29\n\nConclusion\nBased on our long-term and short-term views on Disney, we believe the risk/reward profile with DIS stock is very attractive at current levels. That said, if you want some additional margin of safety, consider a cash-secured put strategy.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609016101,"gmtCreate":1638217227309,"gmtModify":1638217227619,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609016101","repostId":"1129736600","repostType":4,"repost":{"id":"1129736600","kind":"news","pubTimestamp":1638148434,"share":"https://www.laohu8.com/m/news/1129736600?lang=zh_CN&edition=full","pubTime":"2021-11-29 09:13","market":"us","language":"en","title":"Tesla’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的Elon Musk又发了一封邮件。这对第四季度收益意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129736600","media":"Barrons","summary":"Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.Musk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla  to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cyc","content":"<p>Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.</p><p><blockquote>特斯拉首席执行官Elon Musk在最近的一封电子邮件中警告员工，这家电动汽车制造商不应该在今年最后几周不负责任地花钱来应对季度末的交付高峰。这个理由似乎很合理，即使他的看涨期权可能会惹恼投资者。</blockquote></p><p> Musk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla (ticker: TSLA) to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cycle for work or spending.</p><p><blockquote>马斯克希望将第四季度的交付成本降至最低。他认为特斯拉（股票代码：TSLA）没有理由在任何季度的几周内超支，却在下一季度的前几周看到交付量暴跌。这不是工作或支出的最佳周期。</blockquote></p><p> “Looked at over a six month period, we won’t have any extra cars, but we would have spent a lot of extra money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter,” reads the email. “This is [the] right time to start reducing the size of the wave in favor of a steadier and more efficient pace of deliveries.”</p><p><blockquote>电子邮件中写道：“从六个月的时间来看，我们不会有任何额外的汽车，但我们会花费大量额外的钱，并在每个季度的最后两周竭尽全力加快交付速度。”“现在是开始缩小浪潮规模以实现更稳定、更高效的交付速度的最佳时机。”</blockquote></p><p> It might be the right time because Tesla is going from having two plants producing cars to four plants. More assembly capacity might make it easier to manage the pace of deliveries in coming quarters.</p><p><blockquote>这可能是正确的时机，因为特斯拉将从拥有两家生产汽车的工厂增加到四家工厂。更多的组装能力可能会更容易管理未来几个季度的交付速度。</blockquote></p><p> Investors, of course, want big delivery numbers and big earnings. And breaking the pattern of big end-of-quarter deliveries could cause some unwanted stock volatility when fourth quarter deliveries are reported in the early days of the new year.</p><p><blockquote>当然，投资者想要大的交付数量和大的收益。当新年伊始报告第四季度交付量时，打破季度末交付量大的模式可能会导致一些不必要的库存波动。</blockquote></p><p> Still, Musk is setting expectations early and the change should be a one quarter impact — if the delivery pattern is smoothed out like Musk suggests.</p><p><blockquote>尽管如此，马斯克很早就设定了预期，如果交付模式像马斯克建议的那样顺利的话，这一变化应该会影响一个季度。</blockquote></p><p> What’s more, investors can’t really assume the change will lead to bad delivery numbers or disappointing earnings. Musk might have decided to send the email because delivery numbers are looking solid. There is just no way to know. Tesla didn’t respond to a request for comment on Sunday.</p><p><blockquote>更重要的是，投资者不能真正假设这一变化会导致糟糕的交付数字或令人失望的收益。马斯克可能决定发送这封电子邮件，因为交付数量看起来很稳定。只是没有办法知道。特斯拉周日没有回应置评请求。</blockquote></p><p> It’s also possible that automotive profit margins will improve if Tesla is spending less to deliver vehicles. That will be something to watch for when Tesla reports forth quarter earnings around the end of January 2022.</p><p><blockquote>如果特斯拉减少车辆交付支出，汽车利润率也有可能提高。当特斯拉在2022年1月底左右报告第四季度收益时，这将是值得关注的事情。</blockquote></p><p> Wall Street is looking for 266,000 vehicles delivered for the fourth quarter. That would be a record and bring full year 2021 deliveries to just less than 900,000. Tesla delivered about 500,000 vehicles in 2020.</p><p><blockquote>华尔街预计第四季度交付266,000辆汽车。这将创下纪录，使2021年全年交付量略低于90万辆。特斯拉在2020年交付了约50万辆汽车。</blockquote></p><p> The recent delivery email follows after another email sent by Musk to managers that detailed how he expects managers to react to his comments. In it Musk said managers could request clarification of his written instructions, among other things. The newer email, however, seems clear.</p><p><blockquote>在最近的交付电子邮件之前，马斯克向经理们发送了另一封电子邮件，详细说明了他希望经理们如何对他的评论做出反应。马斯克在信中表示，经理们可以要求澄清他的书面指示等。然而，新的电子邮件似乎很清楚。</blockquote></p><p> Coming into Monday trading, Tesla stock is up about 53% year to date, better than the 22% and 14% comparable, respective returns of the S&amp;P 500 and Dow Jones Industrial Average.</p><p><blockquote>截至周一交易，特斯拉股价今年迄今已上涨约53%，好于标普500和道琼斯工业平均指数分别22%和14%的可比回报率。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的Elon Musk又发了一封邮件。这对第四季度收益意味着什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的Elon Musk又发了一封邮件。这对第四季度收益意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-29 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.</p><p><blockquote>特斯拉首席执行官Elon Musk在最近的一封电子邮件中警告员工，这家电动汽车制造商不应该在今年最后几周不负责任地花钱来应对季度末的交付高峰。这个理由似乎很合理，即使他的看涨期权可能会惹恼投资者。</blockquote></p><p> Musk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla (ticker: TSLA) to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cycle for work or spending.</p><p><blockquote>马斯克希望将第四季度的交付成本降至最低。他认为特斯拉（股票代码：TSLA）没有理由在任何季度的几周内超支，却在下一季度的前几周看到交付量暴跌。这不是工作或支出的最佳周期。</blockquote></p><p> “Looked at over a six month period, we won’t have any extra cars, but we would have spent a lot of extra money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter,” reads the email. “This is [the] right time to start reducing the size of the wave in favor of a steadier and more efficient pace of deliveries.”</p><p><blockquote>电子邮件中写道：“从六个月的时间来看，我们不会有任何额外的汽车，但我们会花费大量额外的钱，并在每个季度的最后两周竭尽全力加快交付速度。”“现在是开始缩小浪潮规模以实现更稳定、更高效的交付速度的最佳时机。”</blockquote></p><p> It might be the right time because Tesla is going from having two plants producing cars to four plants. More assembly capacity might make it easier to manage the pace of deliveries in coming quarters.</p><p><blockquote>这可能是正确的时机，因为特斯拉将从拥有两家生产汽车的工厂增加到四家工厂。更多的组装能力可能会更容易管理未来几个季度的交付速度。</blockquote></p><p> Investors, of course, want big delivery numbers and big earnings. And breaking the pattern of big end-of-quarter deliveries could cause some unwanted stock volatility when fourth quarter deliveries are reported in the early days of the new year.</p><p><blockquote>当然，投资者想要大的交付数量和大的收益。当新年伊始报告第四季度交付量时，打破季度末交付量大的模式可能会导致一些不必要的库存波动。</blockquote></p><p> Still, Musk is setting expectations early and the change should be a one quarter impact — if the delivery pattern is smoothed out like Musk suggests.</p><p><blockquote>尽管如此，马斯克很早就设定了预期，如果交付模式像马斯克建议的那样顺利的话，这一变化应该会影响一个季度。</blockquote></p><p> What’s more, investors can’t really assume the change will lead to bad delivery numbers or disappointing earnings. Musk might have decided to send the email because delivery numbers are looking solid. There is just no way to know. Tesla didn’t respond to a request for comment on Sunday.</p><p><blockquote>更重要的是，投资者不能真正假设这一变化会导致糟糕的交付数字或令人失望的收益。马斯克可能决定发送这封电子邮件，因为交付数量看起来很稳定。只是没有办法知道。特斯拉周日没有回应置评请求。</blockquote></p><p> It’s also possible that automotive profit margins will improve if Tesla is spending less to deliver vehicles. That will be something to watch for when Tesla reports forth quarter earnings around the end of January 2022.</p><p><blockquote>如果特斯拉减少车辆交付支出，汽车利润率也有可能提高。当特斯拉在2022年1月底左右报告第四季度收益时，这将是值得关注的事情。</blockquote></p><p> Wall Street is looking for 266,000 vehicles delivered for the fourth quarter. That would be a record and bring full year 2021 deliveries to just less than 900,000. Tesla delivered about 500,000 vehicles in 2020.</p><p><blockquote>华尔街预计第四季度交付266,000辆汽车。这将创下纪录，使2021年全年交付量略低于90万辆。特斯拉在2020年交付了约50万辆汽车。</blockquote></p><p> The recent delivery email follows after another email sent by Musk to managers that detailed how he expects managers to react to his comments. In it Musk said managers could request clarification of his written instructions, among other things. The newer email, however, seems clear.</p><p><blockquote>在最近的交付电子邮件之前，马斯克向经理们发送了另一封电子邮件，详细说明了他希望经理们如何对他的评论做出反应。马斯克在信中表示，经理们可以要求澄清他的书面指示等。然而，新的电子邮件似乎很清楚。</blockquote></p><p> Coming into Monday trading, Tesla stock is up about 53% year to date, better than the 22% and 14% comparable, respective returns of the S&amp;P 500 and Dow Jones Industrial Average.</p><p><blockquote>截至周一交易，特斯拉股价今年迄今已上涨约53%，好于标普500和道琼斯工业平均指数分别22%和14%的可比回报率。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/teslas-elon-musk-email-what-it-means-51638119355?mod=hp_DAY_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/teslas-elon-musk-email-what-it-means-51638119355?mod=hp_DAY_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129736600","content_text":"Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.\nMusk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla (ticker: TSLA) to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cycle for work or spending.\n“Looked at over a six month period, we won’t have any extra cars, but we would have spent a lot of extra money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter,” reads the email. “This is [the] right time to start reducing the size of the wave in favor of a steadier and more efficient pace of deliveries.”\nIt might be the right time because Tesla is going from having two plants producing cars to four plants. More assembly capacity might make it easier to manage the pace of deliveries in coming quarters.\nInvestors, of course, want big delivery numbers and big earnings. And breaking the pattern of big end-of-quarter deliveries could cause some unwanted stock volatility when fourth quarter deliveries are reported in the early days of the new year.\nStill, Musk is setting expectations early and the change should be a one quarter impact — if the delivery pattern is smoothed out like Musk suggests.\nWhat’s more, investors can’t really assume the change will lead to bad delivery numbers or disappointing earnings. Musk might have decided to send the email because delivery numbers are looking solid. There is just no way to know. Tesla didn’t respond to a request for comment on Sunday.\nIt’s also possible that automotive profit margins will improve if Tesla is spending less to deliver vehicles. That will be something to watch for when Tesla reports forth quarter earnings around the end of January 2022.\nWall Street is looking for 266,000 vehicles delivered for the fourth quarter. That would be a record and bring full year 2021 deliveries to just less than 900,000. Tesla delivered about 500,000 vehicles in 2020.\nThe recent delivery email follows after another email sent by Musk to managers that detailed how he expects managers to react to his comments. In it Musk said managers could request clarification of his written instructions, among other things. The newer email, however, seems clear.\nComing into Monday trading, Tesla stock is up about 53% year to date, better than the 22% and 14% comparable, respective returns of the S&P 500 and Dow Jones Industrial Average.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604416607,"gmtCreate":1639438368224,"gmtModify":1639438576464,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604416607","repostId":"1173614364","repostType":4,"repost":{"id":"1173614364","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":1639437700,"share":"https://www.laohu8.com/m/news/1173614364?lang=zh_CN&edition=full","pubTime":"2021-12-14 07:21","market":"us","language":"en","title":"Piper Sandler boosts Beyond Meat's price target to $64 from $61 and upgrades its rating to Neutral<blockquote>Piper Sandler将Beyond Meat目标价从61美元上调至64美元，并将其评级上调至中性</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173614364","media":"Tiger Newspress","summary":"Beyond Meat stock jumped more than 6% in extended trading after Piper Sandler boosted its price targ","content":"<p>Beyond Meat&nbsp;stock&nbsp;jumped&nbsp;more&nbsp;than&nbsp;6%&nbsp;in extended trading&nbsp;after&nbsp;Piper Sandler boosted its price target to $64 from $61 and upgraded its rating to Neutral.</p><p><blockquote>在Piper Sandler将目标价从61美元上调至64美元并将评级上调至中性后，Beyond Meat股价在盘后交易中上涨超过6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/52c1b4e989a5c4f2314e5de990571456\" tg-width=\"840\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Beyond Meat&nbsp;shares leap as Piper Sandler says that its industry contacts expect a nationwide U.S. McPlant launch in late Q1 2022, earlier than previously anticipated.</p><p><blockquote>Piper Sandler表示，其行业联系人预计McPlant将于2022年第一季度末在美国全国范围内推出，比之前预期的要早，Beyond Meat股价大幅上涨。</blockquote></p><p> Piper Sandler's limited channel checks have suggested generally positive anecdotal feedback, leading McDonald's&nbsp;to reportedly move forward quickly with the nationwide release. \"The expected MCD lift gives us better comfort in our target multiple,\" writes analyst Michael Lavery.</p><p><blockquote>派珀·桑德勒（Piper Sandler）有限的渠道检查表明，轶事反馈普遍积极，据报道，麦当劳迅速推进了全国范围内的发布。分析师迈克尔·拉威利(Michael Lavery)写道：“预期的MCD上涨让我们对目标市盈率更加放心。”</blockquote></p><p> Lavery estimates BYND's McPlant sales could be $75M, assuming a 5% share of burger sales, based on a lower price point of $4.00/pound as the company attempts to match or undercut traditional meat prices. He still remains concerned with price compression in both food service and retail along with an unfavorable margin outlook.</p><p><blockquote>Lavery估计，假设BYND的McPlant销售额占汉堡销售额的5%，基于4.00美元/磅的较低价格点，因为该公司试图匹配或降低传统肉类价格。他仍然担心食品服务和零售业的价格压缩以及不利的利润率前景。</blockquote></p><p> Piper Sandler boosts its price target to $64 from $61 and upgrades its rating to Neutral. Sell-side analysts are primarily Neutral or Bearish on BYND, while Seeking Alpha's Quant Rating is&nbsp;Very Bearish on the stock.</p><p><blockquote>Piper Sandler将目标价从61美元上调至64美元，并将评级上调至中性。卖方分析师对BYND大多持中性或看跌态度，而Seeking Alpha的量化评级对该股非常看跌。</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>Piper Sandler boosts Beyond Meat's price target to $64 from $61 and upgrades its rating to Neutral<blockquote>Piper Sandler将Beyond Meat目标价从61美元上调至64美元，并将其评级上调至中性</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\">\nPiper Sandler boosts Beyond Meat's price target to $64 from $61 and upgrades its rating to Neutral<blockquote>Piper Sandler将Beyond Meat目标价从61美元上调至64美元，并将其评级上调至中性</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-14 07:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Beyond Meat&nbsp;stock&nbsp;jumped&nbsp;more&nbsp;than&nbsp;6%&nbsp;in extended trading&nbsp;after&nbsp;Piper Sandler boosted its price target to $64 from $61 and upgraded its rating to Neutral.</p><p><blockquote>在Piper Sandler将目标价从61美元上调至64美元并将评级上调至中性后，Beyond Meat股价在盘后交易中上涨超过6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/52c1b4e989a5c4f2314e5de990571456\" tg-width=\"840\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Beyond Meat&nbsp;shares leap as Piper Sandler says that its industry contacts expect a nationwide U.S. McPlant launch in late Q1 2022, earlier than previously anticipated.</p><p><blockquote>Piper Sandler表示，其行业联系人预计McPlant将于2022年第一季度末在美国全国范围内推出，比之前预期的要早，Beyond Meat股价大幅上涨。</blockquote></p><p> Piper Sandler's limited channel checks have suggested generally positive anecdotal feedback, leading McDonald's&nbsp;to reportedly move forward quickly with the nationwide release. \"The expected MCD lift gives us better comfort in our target multiple,\" writes analyst Michael Lavery.</p><p><blockquote>派珀·桑德勒（Piper Sandler）有限的渠道检查表明，轶事反馈普遍积极，据报道，麦当劳迅速推进了全国范围内的发布。分析师迈克尔·拉威利(Michael Lavery)写道：“预期的MCD上涨让我们对目标市盈率更加放心。”</blockquote></p><p> Lavery estimates BYND's McPlant sales could be $75M, assuming a 5% share of burger sales, based on a lower price point of $4.00/pound as the company attempts to match or undercut traditional meat prices. He still remains concerned with price compression in both food service and retail along with an unfavorable margin outlook.</p><p><blockquote>Lavery估计，假设BYND的McPlant销售额占汉堡销售额的5%，基于4.00美元/磅的较低价格点，因为该公司试图匹配或降低传统肉类价格。他仍然担心食品服务和零售业的价格压缩以及不利的利润率前景。</blockquote></p><p> Piper Sandler boosts its price target to $64 from $61 and upgrades its rating to Neutral. Sell-side analysts are primarily Neutral or Bearish on BYND, while Seeking Alpha's Quant Rating is&nbsp;Very Bearish on the stock.</p><p><blockquote>Piper Sandler将目标价从61美元上调至64美元，并将评级上调至中性。卖方分析师对BYND大多持中性或看跌态度，而Seeking Alpha的量化评级对该股非常看跌。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173614364","content_text":"Beyond Meat stock jumped more than 6% in extended trading after Piper Sandler boosted its price target to $64 from $61 and upgraded its rating to Neutral.\n\nBeyond Meat shares leap as Piper Sandler says that its industry contacts expect a nationwide U.S. McPlant launch in late Q1 2022, earlier than previously anticipated.\nPiper Sandler's limited channel checks have suggested generally positive anecdotal feedback, leading McDonald's to reportedly move forward quickly with the nationwide release. \"The expected MCD lift gives us better comfort in our target multiple,\" writes analyst Michael Lavery.\nLavery estimates BYND's McPlant sales could be $75M, assuming a 5% share of burger sales, based on a lower price point of $4.00/pound as the company attempts to match or undercut traditional meat prices. He still remains concerned with price compression in both food service and retail along with an unfavorable margin outlook.\nPiper Sandler boosts its price target to $64 from $61 and upgrades its rating to Neutral. Sell-side analysts are primarily Neutral or Bearish on BYND, while Seeking Alpha's Quant Rating is Very Bearish on the stock.","news_type":1,"symbols_score_info":{"BYND":0.9}},"isVote":1,"tweetType":1,"viewCount":2848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848085174,"gmtCreate":1635948347737,"gmtModify":1635948348109,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848085174","repostId":"1194203181","repostType":4,"repost":{"id":"1194203181","kind":"news","pubTimestamp":1635942663,"share":"https://www.laohu8.com/m/news/1194203181?lang=zh_CN&edition=full","pubTime":"2021-11-03 20:31","market":"us","language":"en","title":"2 Meme Stocks With Short Squeeze Potential In November<blockquote>11月2只具有逼空潜力的Meme股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194203181","media":"TheStreet","summary":"Wall Street Memes lists two meme stocks that might be on the verge of a short squeeze. Will OCGN and","content":"<p>Wall Street Memes lists two meme stocks that might be on the verge of a short squeeze. Will OCGN and PROG head to the moon in November?</p><p><blockquote>华尔街模因列出了两只可能处于轧空边缘的模因股票。OCGN和PROG会在11月前往月球吗？</blockquote></p><p> “Meme frenzy” may seem to be hibernating, but it is certainly still alive under the sheets. Retail investors continue to monitor and debate several key stocks on the main discussion boards across the web, and some have started to move in the past few days – think GameStop&nbsp;on November 1, for example.</p><p><blockquote>“迷因狂潮”可能看起来正在冬眠，但它肯定仍然在床单下活着。散户投资者继续在网络上的主要讨论板上监控和辩论几只关键股票，其中一些股票在过去几天已经开始波动——例如，想想11月1日的游戏驿站。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a435559be38d10b7251aa72e23a665\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Ocugen and Progenity logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Ocugen和Progenity标志。</span></p></blockquote></p><p> Driven by popularity, momentum and elevated short interest, Wall Street Memes lists two meme stocks that have “mooning” potential in November.</p><p><blockquote>在受欢迎程度、势头和空头兴趣上升的推动下，华尔街模因列出了两只在11月份具有“月亮”潜力的模因股票。</blockquote></p><p> <b>1. Ocugen, Inc.</b></p><p><blockquote><b>1.Ocugen公司。</b></blockquote></p><p> Biopharmaceutical company Ocugen, which focuses mainly on gene therapies to cure blindness diseases, had its ticker trending multiple times since the beginning of October.</p><p><blockquote>生物制药公司Ocugen主要专注于治疗失明疾病的基因疗法，自10月初以来，其股票价格已多次上涨。</blockquote></p><p> The company has become a meme focus and nearly doubled in price in the past few trading days.</p><p><blockquote>该公司已成为人们关注的焦点，在过去几个交易日内股价几乎翻了一番。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e281fc931d00e6aa06e33fd23394521\" tg-width=\"547\" tg-height=\"557\" width=\"100%\" height=\"auto\"><span>Figure 2: OCGN stock sentiment on WSB.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：OCGN股票对WSB的情绪。</span></p></blockquote></p><p> The most likely&nbsp;catalyst&nbsp;behind the price surge is the&nbsp;anticipated&nbsp;World Health Organization’s approval of COVID-19 vaccine Covaxin.</p><p><blockquote>价格飙升背后最有可能的催化剂是预期的世界卫生组织批准COVID-19疫苗科瓦克辛。</blockquote></p><p> Ocugen is a co-development partner with Bharat Biotech on the drug, and it holds the rights to commercialize Covaxin in North America. Recent&nbsp;stage 3 results&nbsp;showed the drug to be efficient even against the delta variant, which could help in the approval process in these countries.</p><p><blockquote>Ocugen是该药物与Bharat Biotech的共同开发合作伙伴，并拥有科瓦克辛在北美的商业化权利。最近的第三阶段结果显示，该药物甚至对德尔塔变异毒株病毒也有效，这可能有助于这些国家的审批过程。</blockquote></p><p> Meanwhile, the stock is a bear&nbsp;target. OCGN has 56 million shares shorted, representing a whopping 29% of the float. While heavy shorting signals skepticism and caution, it can also put shares on the edge of a short squeeze — if or once massive buying volume takes place.</p><p><blockquote>与此同时，该股是看跌目标。OCGN有5600万股被做空，占流通股的29%。虽然大量做空表明怀疑和谨慎，但如果或一旦出现大量买盘，它也可能使股票处于轧空的边缘。</blockquote></p><p> The eventual vaccine approval could be the catalyst that sparks bullish short-term activity. The binary nature of this trade, however, offers much complexity and risk to both longs and shorts.</p><p><blockquote>最终的疫苗批准可能是引发看涨短期活动的催化剂。然而，这种交易的二元性质给多头和空头都带来了很大的复杂性和风险。</blockquote></p><p> <b>2. Progenity</b></p><p><blockquote><b>2.生殖</b></blockquote></p><p> Progenity&nbsp;(<b>PROG</b>)&nbsp;is a biotechnology company that develops molecular testing products in the US. With a market cap of $284 million, the company went public last year at $14 per share. Since then, share price has plummeted to below $1, giving PROG the infamous label of “penny stock”.</p><p><blockquote>后代（<b>程序</b>）是一家在美国开发分子检测产品的生物技术公司。该公司去年以每股14美元的价格上市，市值为2.84亿美元。此后，股价暴跌至1美元以下，给PROG贴上了臭名昭著的“细价股”标签。</blockquote></p><p> In the past month, PROG has spiked around 130%. As short interest on the stock climbed, the volume of comments on major web forums increased as well. Currently, according to Yahoo Finance’s latest&nbsp;data, nearly 24% of the float its being shorted.</p><p><blockquote>过去一个月，PROG飙升了130%左右。随着对该股的空头兴趣攀升，主要网络论坛上的评论量也有所增加。目前，根据雅虎财经的最新数据，其近24%的流通量被做空。</blockquote></p><p> Based on the company’s fundamentals, H.C. Wainwright’s Joseph Pantginis recently issued a report on PROG. The analyst&nbsp;started&nbsp;his coverage with a buy rating and 27% upside potential. His bull case is based on the company’s differentiated portfolio and the opportunities that it offers.</p><p><blockquote>基于公司的基本面，H.C.Wainwright的Joseph Pantginis最近发布了一份关于PROG的报告。该分析师以买入评级和27%的上涨潜力开始了他的报道。他的牛市理由是基于该公司差异化的投资组合及其提供的机会。</blockquote></p><p>   <i>\"Progenity</i>’  <i>s differentiated R&amp;D pipeline primarily focuses on employing proprietary ingestible device technologies, in tandem with delivery of de-risked</i>&nbsp;  <i>FDA</i>&nbsp;  <i>approved therapies.”</i>  PROG’s popularity remains high, backed by Reddit forum discussions. Short interest is still elevated, despite the rally last month. This setup could lead the stock to a short squeeze.</p><p><blockquote><i>后代</i>’<i>差异化的研发管道主要专注于采用专有的可摄入设备技术，同时提供低风险的</i> <i>FDA</i> <i>批准的疗法。”</i>在Reddit论坛讨论的支持下，PROG的受欢迎程度仍然很高。尽管上个月有所反弹，但空头兴趣仍然很高。这种设置可能会导致该股出现空头挤压。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0998a8e99f6ddce996a329ba5c7a179c\" tg-width=\"1076\" tg-height=\"405\" width=\"100%\" height=\"auto\"><span>Figure 3: Trending stocks on Reddit on November 2.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：11月2日Reddit上的趋势股票。</span></p></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>2 Meme Stocks With Short Squeeze Potential In November<blockquote>11月2只具有逼空潜力的Meme股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Meme Stocks With Short Squeeze Potential In November<blockquote>11月2只具有逼空潜力的Meme股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-03 20:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street Memes lists two meme stocks that might be on the verge of a short squeeze. Will OCGN and PROG head to the moon in November?</p><p><blockquote>华尔街模因列出了两只可能处于轧空边缘的模因股票。OCGN和PROG会在11月前往月球吗？</blockquote></p><p> “Meme frenzy” may seem to be hibernating, but it is certainly still alive under the sheets. Retail investors continue to monitor and debate several key stocks on the main discussion boards across the web, and some have started to move in the past few days – think GameStop&nbsp;on November 1, for example.</p><p><blockquote>“迷因狂潮”可能看起来正在冬眠，但它肯定仍然在床单下活着。散户投资者继续在网络上的主要讨论板上监控和辩论几只关键股票，其中一些股票在过去几天已经开始波动——例如，想想11月1日的游戏驿站。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a435559be38d10b7251aa72e23a665\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Ocugen and Progenity logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Ocugen和Progenity标志。</span></p></blockquote></p><p> Driven by popularity, momentum and elevated short interest, Wall Street Memes lists two meme stocks that have “mooning” potential in November.</p><p><blockquote>在受欢迎程度、势头和空头兴趣上升的推动下，华尔街模因列出了两只在11月份具有“月亮”潜力的模因股票。</blockquote></p><p> <b>1. Ocugen, Inc.</b></p><p><blockquote><b>1.Ocugen公司。</b></blockquote></p><p> Biopharmaceutical company Ocugen, which focuses mainly on gene therapies to cure blindness diseases, had its ticker trending multiple times since the beginning of October.</p><p><blockquote>生物制药公司Ocugen主要专注于治疗失明疾病的基因疗法，自10月初以来，其股票价格已多次上涨。</blockquote></p><p> The company has become a meme focus and nearly doubled in price in the past few trading days.</p><p><blockquote>该公司已成为人们关注的焦点，在过去几个交易日内股价几乎翻了一番。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e281fc931d00e6aa06e33fd23394521\" tg-width=\"547\" tg-height=\"557\" width=\"100%\" height=\"auto\"><span>Figure 2: OCGN stock sentiment on WSB.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：OCGN股票对WSB的情绪。</span></p></blockquote></p><p> The most likely&nbsp;catalyst&nbsp;behind the price surge is the&nbsp;anticipated&nbsp;World Health Organization’s approval of COVID-19 vaccine Covaxin.</p><p><blockquote>价格飙升背后最有可能的催化剂是预期的世界卫生组织批准COVID-19疫苗科瓦克辛。</blockquote></p><p> Ocugen is a co-development partner with Bharat Biotech on the drug, and it holds the rights to commercialize Covaxin in North America. Recent&nbsp;stage 3 results&nbsp;showed the drug to be efficient even against the delta variant, which could help in the approval process in these countries.</p><p><blockquote>Ocugen是该药物与Bharat Biotech的共同开发合作伙伴，并拥有科瓦克辛在北美的商业化权利。最近的第三阶段结果显示，该药物甚至对德尔塔变异毒株病毒也有效，这可能有助于这些国家的审批过程。</blockquote></p><p> Meanwhile, the stock is a bear&nbsp;target. OCGN has 56 million shares shorted, representing a whopping 29% of the float. While heavy shorting signals skepticism and caution, it can also put shares on the edge of a short squeeze — if or once massive buying volume takes place.</p><p><blockquote>与此同时，该股是看跌目标。OCGN有5600万股被做空，占流通股的29%。虽然大量做空表明怀疑和谨慎，但如果或一旦出现大量买盘，它也可能使股票处于轧空的边缘。</blockquote></p><p> The eventual vaccine approval could be the catalyst that sparks bullish short-term activity. The binary nature of this trade, however, offers much complexity and risk to both longs and shorts.</p><p><blockquote>最终的疫苗批准可能是引发看涨短期活动的催化剂。然而，这种交易的二元性质给多头和空头都带来了很大的复杂性和风险。</blockquote></p><p> <b>2. Progenity</b></p><p><blockquote><b>2.生殖</b></blockquote></p><p> Progenity&nbsp;(<b>PROG</b>)&nbsp;is a biotechnology company that develops molecular testing products in the US. With a market cap of $284 million, the company went public last year at $14 per share. Since then, share price has plummeted to below $1, giving PROG the infamous label of “penny stock”.</p><p><blockquote>后代（<b>程序</b>）是一家在美国开发分子检测产品的生物技术公司。该公司去年以每股14美元的价格上市，市值为2.84亿美元。此后，股价暴跌至1美元以下，给PROG贴上了臭名昭著的“细价股”标签。</blockquote></p><p> In the past month, PROG has spiked around 130%. As short interest on the stock climbed, the volume of comments on major web forums increased as well. Currently, according to Yahoo Finance’s latest&nbsp;data, nearly 24% of the float its being shorted.</p><p><blockquote>过去一个月，PROG飙升了130%左右。随着对该股的空头兴趣攀升，主要网络论坛上的评论量也有所增加。目前，根据雅虎财经的最新数据，其近24%的流通量被做空。</blockquote></p><p> Based on the company’s fundamentals, H.C. Wainwright’s Joseph Pantginis recently issued a report on PROG. The analyst&nbsp;started&nbsp;his coverage with a buy rating and 27% upside potential. His bull case is based on the company’s differentiated portfolio and the opportunities that it offers.</p><p><blockquote>基于公司的基本面，H.C.Wainwright的Joseph Pantginis最近发布了一份关于PROG的报告。该分析师以买入评级和27%的上涨潜力开始了他的报道。他的牛市理由是基于该公司差异化的投资组合及其提供的机会。</blockquote></p><p>   <i>\"Progenity</i>’  <i>s differentiated R&amp;D pipeline primarily focuses on employing proprietary ingestible device technologies, in tandem with delivery of de-risked</i>&nbsp;  <i>FDA</i>&nbsp;  <i>approved therapies.”</i>  PROG’s popularity remains high, backed by Reddit forum discussions. Short interest is still elevated, despite the rally last month. This setup could lead the stock to a short squeeze.</p><p><blockquote><i>后代</i>’<i>差异化的研发管道主要专注于采用专有的可摄入设备技术，同时提供低风险的</i> <i>FDA</i> <i>批准的疗法。”</i>在Reddit论坛讨论的支持下，PROG的受欢迎程度仍然很高。尽管上个月有所反弹，但空头兴趣仍然很高。这种设置可能会导致该股出现空头挤压。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0998a8e99f6ddce996a329ba5c7a179c\" tg-width=\"1076\" tg-height=\"405\" width=\"100%\" height=\"auto\"><span>Figure 3: Trending stocks on Reddit on November 2.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：11月2日Reddit上的趋势股票。</span></p></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/2-meme-stocks-with-short-squeeze-potential-in-november\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OCGN":"Ocugen"},"source_url":"https://www.thestreet.com/memestocks/other-memes/2-meme-stocks-with-short-squeeze-potential-in-november","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194203181","content_text":"Wall Street Memes lists two meme stocks that might be on the verge of a short squeeze. Will OCGN and PROG head to the moon in November?\n“Meme frenzy” may seem to be hibernating, but it is certainly still alive under the sheets. Retail investors continue to monitor and debate several key stocks on the main discussion boards across the web, and some have started to move in the past few days – think GameStop on November 1, for example.\nFigure 1: Ocugen and Progenity logo.\nDriven by popularity, momentum and elevated short interest, Wall Street Memes lists two meme stocks that have “mooning” potential in November.\n1. Ocugen, Inc.\nBiopharmaceutical company Ocugen, which focuses mainly on gene therapies to cure blindness diseases, had its ticker trending multiple times since the beginning of October.\nThe company has become a meme focus and nearly doubled in price in the past few trading days.\nFigure 2: OCGN stock sentiment on WSB.\nThe most likely catalyst behind the price surge is the anticipated World Health Organization’s approval of COVID-19 vaccine Covaxin.\nOcugen is a co-development partner with Bharat Biotech on the drug, and it holds the rights to commercialize Covaxin in North America. Recent stage 3 results showed the drug to be efficient even against the delta variant, which could help in the approval process in these countries.\nMeanwhile, the stock is a bear target. OCGN has 56 million shares shorted, representing a whopping 29% of the float. While heavy shorting signals skepticism and caution, it can also put shares on the edge of a short squeeze — if or once massive buying volume takes place.\nThe eventual vaccine approval could be the catalyst that sparks bullish short-term activity. The binary nature of this trade, however, offers much complexity and risk to both longs and shorts.\n2. Progenity\nProgenity (PROG) is a biotechnology company that develops molecular testing products in the US. With a market cap of $284 million, the company went public last year at $14 per share. Since then, share price has plummeted to below $1, giving PROG the infamous label of “penny stock”.\nIn the past month, PROG has spiked around 130%. As short interest on the stock climbed, the volume of comments on major web forums increased as well. Currently, according to Yahoo Finance’s latest data, nearly 24% of the float its being shorted.\nBased on the company’s fundamentals, H.C. Wainwright’s Joseph Pantginis recently issued a report on PROG. The analyst started his coverage with a buy rating and 27% upside potential. His bull case is based on the company’s differentiated portfolio and the opportunities that it offers.\n\n\"Progenity’\n s differentiated R&D pipeline primarily focuses on employing proprietary ingestible device technologies, in tandem with delivery of de-risked \n FDA \n approved therapies.”\n\nPROG’s popularity remains high, backed by Reddit forum discussions. Short interest is still elevated, despite the rally last month. This setup could lead the stock to a short squeeze.\nFigure 3: Trending stocks on Reddit on November 2.","news_type":1,"symbols_score_info":{"PROG":0.9,"OCGN":0.9}},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606856799,"gmtCreate":1638861705573,"gmtModify":1638861705761,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606856799","repostId":"1153232076","repostType":4,"isVote":1,"tweetType":1,"viewCount":2195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603218752,"gmtCreate":1638412373455,"gmtModify":1638413977416,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603218752","repostId":"1160052832","repostType":4,"repost":{"id":"1160052832","kind":"news","pubTimestamp":1638411336,"share":"https://www.laohu8.com/m/news/1160052832?lang=zh_CN&edition=full","pubTime":"2021-12-02 10:15","market":"us","language":"en","title":"2 Unstoppable Stocks That Could Turn $200,000 Into $1 Million by 2030<blockquote>到2030年，2只势不可挡的股票可能将20万美元变成100万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160052832","media":"Motley Fool","summary":"In the face of broad stock market jitters, the best thing investors can do is take a long-term view.","content":"<p>In the face of broad stock market jitters, the best thing investors can do is take a long-term view. Over time, present-day noise matters less and market performance tends to smooth out.</p><p><blockquote>面对股市普遍的不安情绪，投资者能做的最好的事情就是从长计议。随着时间的推移，当今的噪音变得不那么重要，市场表现也趋于平稳。</blockquote></p><p> After all, in the past 20 years alone, markets have recovered from the dot-com bust and the global financial crisis. Both of these events raised plenty of concern as they were occurring but now look like blips on any&nbsp;long-term markets chart. While we're still in the midst of the COVID-19 pandemic, there's very little reason to think it will be any different when we look back at this time a decade from now.</p><p><blockquote>毕竟，仅在过去20年里，市场就从互联网泡沫破裂和全球金融危机中复苏。这两个事件在发生时都引起了很多关注，但现在看起来就像任何长期市场图表上的光点。虽然我们仍处于新冠肺炎疫情之中，但当我们十年后回顾这一时刻时，几乎没有理由认为情况会有所不同。</blockquote></p><p> Keeping that in mind, here are two stocks set to reward patient investors with the potential for&nbsp;fivefold growth&nbsp;by 2030.</p><p><blockquote>考虑到这一点，以下两只股票将奖励耐心的投资者，到2030年有可能实现五倍的增长。</blockquote></p><p> 1. The case for DigitalOcean</p><p><blockquote>1.DigitalOcean案例</blockquote></p><p> <b>DigitalOcean</b>(NYSE:DOCN)is in the&nbsp;cloud computing&nbsp;business, an industry dominated by&nbsp;tech&nbsp;royalty, including&nbsp;<b>Microsoft</b>, with its Azure platform, and&nbsp;<b>Amazon</b>, with Amazon Web Services (AWS). But DigitalOcean's advantage is actually its smaller size, as it serves areas of the market that might be too niche for its behemoth competitors.</p><p><blockquote><b>数字海洋</b>（纽约证券交易所股票代码：DOCN）从事云计算业务，这是一个由技术版税主导的行业，包括<b>微软</b>，及其Azure平台，以及<b>亚马逊</b>，使用Amazon Web Services(AWS)。但DigitalOcean的优势实际上是其较小的规模，因为它服务的市场领域对于其庞大的竞争对手来说可能过于利基。</blockquote></p><p> The company's focus is on simplicity. It's designed for small-scale applications run by users who might be less development savvy than the average AWS or Azure client (think start-ups, for example). Therefore, it places a heavy focus on competing on price and can be up to 56% cheaper than AWS, depending on product configuration. From a bandwidth perspective, pricing is as low as $0.01 per gigabyte, the cheapest in the industry.</p><p><blockquote>该公司的重点是简单。它是为那些可能不如普通AWS或Azure客户端那么精通开发的用户运行的小规模应用程序而设计的（例如，想想初创企业）。因此，它非常注重价格竞争，根据产品配置，价格可能比AWS便宜56%。从带宽角度来看，定价低至每千兆字节0.01美元，是业内最便宜的。</blockquote></p><p> For DigitalOcean's stock price to grow 400% by 2030, it would need to increase its revenue by 22.5% per year on a compounding basis -- assuming its current&nbsp;price-to-sales ratio&nbsp;remained constant. Since 2018, it has handily exceeded the mark.<img src=\"https://static.tigerbbs.com/5ffa234e3b5cbbf74b1fef29fd57c4ee\" tg-width=\"792\" tg-height=\"131\" width=\"100%\" height=\"auto\">Despite the strong performance over the past three years, revenue growth is expected to accelerate in 2022, based on early estimates by Wall Street analysts. DigitalOcean could deliver $562 million, which would represent an almost 32% increase compared with 2021.</p><p><blockquote>为了使DigitalOcean的股价到2030年增长400%，假设其当前的市销率保持不变，其收入需要在复利基础上每年增加22.5%。自2018年以来，它轻松突破了大关。尽管过去三年表现强劲，但根据华尔街分析师的早期估计，预计2022年收入增长将加速。DigitalOcean可交付5.62亿美元，与2021年相比增长近32%。</blockquote></p><p> And since the company is already profitable, it runs a much smaller risk of disruptions like dilutive capital raises going forward. Plus, the&nbsp;cloud computing industry&nbsp;is slated to far exceed $1 trillion in size by 2030, so DigitalOcean has a major revenue and earnings opportunity ahead of it.</p><p><blockquote>由于该公司已经盈利，因此未来出现稀释性融资等中断的风险要小得多。此外，到2030年，云计算行业的规模预计将远远超过1万亿美元，因此DigitalOcean面临着重大的收入和盈利机会。</blockquote></p><p> 2. The case for Duolingo</p><p><blockquote>2.多邻国的案例</blockquote></p><p> <b>Duolingo</b>(NASDAQ:DUOL)is one of the world's leading languagee&nbsp;ducation&nbsp;providers. The company's success is derived from its smartphone-based approach, where it makes an interactive game out of its lessons.</p><p><blockquote><b>多邻国</b>（纳斯达克：DUOL）是世界领先的语言教育提供商之一。该公司的成功源于其基于智能手机的方法，即利用其经验制作互动游戏。</blockquote></p><p> The Duolingo app is currently the highest-grossing app in the entire education category in&nbsp;<b>Alphabet</b>'s Google Play store, and it's the second-highest in&nbsp;<b>Apple</b>'s App Store.</p><p><blockquote>多邻国应用目前是整个教育类别中收入最高的应用<b>Alphabet</b>的Google Play商店，它是第二高的<b>苹果</b>的应用商店。</blockquote></p><p> Despite already being downloaded 500 million times globally, Duolingo still has an enormous runway for growth. The company estimates there are up to 1.8 billion people learning a language worldwide at the moment, and the market for digital language learning could be worth up to $47 billion annually by 2025 -- with growth that's twice as fast as offline language learning methods.</p><p><blockquote>尽管全球下载量已达5亿次，但多邻国仍有巨大的增长空间。该公司估计，目前全球有多达18亿人在学习语言，到2025年，数字语言学习市场每年的价值可能高达470亿美元，增长速度是离线语言学习方法的两倍。</blockquote></p><p> And since the company started ramping up monetization in 2019 through subscriptions and in-app purchases, it's growing revenue at a rate that blows away the 22.5% it needs for its stock to grow fivefold by 2030.<img src=\"https://static.tigerbbs.com/8a7e712568aadbb9b9c80e2e82f73f6b\" tg-width=\"796\" tg-height=\"133\" width=\"100%\" height=\"auto\">The percentage of its monthly active users who are converting into paid subscribers is also growing rapidly. In 2019, 3% of monthly active users were paying, which grew to 4% in 2020, and it was over 5.2% in the third quarter of 2021.</p><p><blockquote>自该公司于2019年开始通过订阅和应用内购买增加货币化以来，其收入增长速度超过了其股票到2030年增长五倍所需的22.5%。其月活跃用户转化为付费用户的比例也在快速增长。2019年，3%的月活跃用户在付费，2020年增长到4%，2021年第三季度超过5.2%。</blockquote></p><p> Yet the most significant growth for Duolingomight be ahead of it. The company is paying particular focus to developing nations like India, where the app grew by 400% in 2020. By 2022, the company estimates 500 million people in India will have accessed the internet for the very first time, which materially increases Duolingo's addressable market.</p><p><blockquote>然而，Duolingo最显着的增长可能还在前面。该公司特别关注印度等发展中国家，该应用程序在2020年增长了400%。该公司估计，到2022年，印度将有5亿人首次访问互联网，这将大大增加多邻国的潜在市场。</blockquote></p><p> This is a company in the very early stages of a promising growth phase, and it's a great bet to grow by multiples from here for investors with a&nbsp;long-term focus.</p><p><blockquote>这是一家正处于充满希望的增长阶段的早期阶段的公司，对于长期关注的投资者来说，从现在开始实现数倍增长是一个很好的赌注。</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>2 Unstoppable Stocks That Could Turn $200,000 Into $1 Million by 2030<blockquote>到2030年，2只势不可挡的股票可能将20万美元变成100万美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Unstoppable Stocks That Could Turn $200,000 Into $1 Million by 2030<blockquote>到2030年，2只势不可挡的股票可能将20万美元变成100万美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-02 10:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the face of broad stock market jitters, the best thing investors can do is take a long-term view. Over time, present-day noise matters less and market performance tends to smooth out.</p><p><blockquote>面对股市普遍的不安情绪，投资者能做的最好的事情就是从长计议。随着时间的推移，当今的噪音变得不那么重要，市场表现也趋于平稳。</blockquote></p><p> After all, in the past 20 years alone, markets have recovered from the dot-com bust and the global financial crisis. Both of these events raised plenty of concern as they were occurring but now look like blips on any&nbsp;long-term markets chart. While we're still in the midst of the COVID-19 pandemic, there's very little reason to think it will be any different when we look back at this time a decade from now.</p><p><blockquote>毕竟，仅在过去20年里，市场就从互联网泡沫破裂和全球金融危机中复苏。这两个事件在发生时都引起了很多关注，但现在看起来就像任何长期市场图表上的光点。虽然我们仍处于新冠肺炎疫情之中，但当我们十年后回顾这一时刻时，几乎没有理由认为情况会有所不同。</blockquote></p><p> Keeping that in mind, here are two stocks set to reward patient investors with the potential for&nbsp;fivefold growth&nbsp;by 2030.</p><p><blockquote>考虑到这一点，以下两只股票将奖励耐心的投资者，到2030年有可能实现五倍的增长。</blockquote></p><p> 1. The case for DigitalOcean</p><p><blockquote>1.DigitalOcean案例</blockquote></p><p> <b>DigitalOcean</b>(NYSE:DOCN)is in the&nbsp;cloud computing&nbsp;business, an industry dominated by&nbsp;tech&nbsp;royalty, including&nbsp;<b>Microsoft</b>, with its Azure platform, and&nbsp;<b>Amazon</b>, with Amazon Web Services (AWS). But DigitalOcean's advantage is actually its smaller size, as it serves areas of the market that might be too niche for its behemoth competitors.</p><p><blockquote><b>数字海洋</b>（纽约证券交易所股票代码：DOCN）从事云计算业务，这是一个由技术版税主导的行业，包括<b>微软</b>，及其Azure平台，以及<b>亚马逊</b>，使用Amazon Web Services(AWS)。但DigitalOcean的优势实际上是其较小的规模，因为它服务的市场领域对于其庞大的竞争对手来说可能过于利基。</blockquote></p><p> The company's focus is on simplicity. It's designed for small-scale applications run by users who might be less development savvy than the average AWS or Azure client (think start-ups, for example). Therefore, it places a heavy focus on competing on price and can be up to 56% cheaper than AWS, depending on product configuration. From a bandwidth perspective, pricing is as low as $0.01 per gigabyte, the cheapest in the industry.</p><p><blockquote>该公司的重点是简单。它是为那些可能不如普通AWS或Azure客户端那么精通开发的用户运行的小规模应用程序而设计的（例如，想想初创企业）。因此，它非常注重价格竞争，根据产品配置，价格可能比AWS便宜56%。从带宽角度来看，定价低至每千兆字节0.01美元，是业内最便宜的。</blockquote></p><p> For DigitalOcean's stock price to grow 400% by 2030, it would need to increase its revenue by 22.5% per year on a compounding basis -- assuming its current&nbsp;price-to-sales ratio&nbsp;remained constant. Since 2018, it has handily exceeded the mark.<img src=\"https://static.tigerbbs.com/5ffa234e3b5cbbf74b1fef29fd57c4ee\" tg-width=\"792\" tg-height=\"131\" width=\"100%\" height=\"auto\">Despite the strong performance over the past three years, revenue growth is expected to accelerate in 2022, based on early estimates by Wall Street analysts. DigitalOcean could deliver $562 million, which would represent an almost 32% increase compared with 2021.</p><p><blockquote>为了使DigitalOcean的股价到2030年增长400%，假设其当前的市销率保持不变，其收入需要在复利基础上每年增加22.5%。自2018年以来，它轻松突破了大关。尽管过去三年表现强劲，但根据华尔街分析师的早期估计，预计2022年收入增长将加速。DigitalOcean可交付5.62亿美元，与2021年相比增长近32%。</blockquote></p><p> And since the company is already profitable, it runs a much smaller risk of disruptions like dilutive capital raises going forward. Plus, the&nbsp;cloud computing industry&nbsp;is slated to far exceed $1 trillion in size by 2030, so DigitalOcean has a major revenue and earnings opportunity ahead of it.</p><p><blockquote>由于该公司已经盈利，因此未来出现稀释性融资等中断的风险要小得多。此外，到2030年，云计算行业的规模预计将远远超过1万亿美元，因此DigitalOcean面临着重大的收入和盈利机会。</blockquote></p><p> 2. The case for Duolingo</p><p><blockquote>2.多邻国的案例</blockquote></p><p> <b>Duolingo</b>(NASDAQ:DUOL)is one of the world's leading languagee&nbsp;ducation&nbsp;providers. The company's success is derived from its smartphone-based approach, where it makes an interactive game out of its lessons.</p><p><blockquote><b>多邻国</b>（纳斯达克：DUOL）是世界领先的语言教育提供商之一。该公司的成功源于其基于智能手机的方法，即利用其经验制作互动游戏。</blockquote></p><p> The Duolingo app is currently the highest-grossing app in the entire education category in&nbsp;<b>Alphabet</b>'s Google Play store, and it's the second-highest in&nbsp;<b>Apple</b>'s App Store.</p><p><blockquote>多邻国应用目前是整个教育类别中收入最高的应用<b>Alphabet</b>的Google Play商店，它是第二高的<b>苹果</b>的应用商店。</blockquote></p><p> Despite already being downloaded 500 million times globally, Duolingo still has an enormous runway for growth. The company estimates there are up to 1.8 billion people learning a language worldwide at the moment, and the market for digital language learning could be worth up to $47 billion annually by 2025 -- with growth that's twice as fast as offline language learning methods.</p><p><blockquote>尽管全球下载量已达5亿次，但多邻国仍有巨大的增长空间。该公司估计，目前全球有多达18亿人在学习语言，到2025年，数字语言学习市场每年的价值可能高达470亿美元，增长速度是离线语言学习方法的两倍。</blockquote></p><p> And since the company started ramping up monetization in 2019 through subscriptions and in-app purchases, it's growing revenue at a rate that blows away the 22.5% it needs for its stock to grow fivefold by 2030.<img src=\"https://static.tigerbbs.com/8a7e712568aadbb9b9c80e2e82f73f6b\" tg-width=\"796\" tg-height=\"133\" width=\"100%\" height=\"auto\">The percentage of its monthly active users who are converting into paid subscribers is also growing rapidly. In 2019, 3% of monthly active users were paying, which grew to 4% in 2020, and it was over 5.2% in the third quarter of 2021.</p><p><blockquote>自该公司于2019年开始通过订阅和应用内购买增加货币化以来，其收入增长速度超过了其股票到2030年增长五倍所需的22.5%。其月活跃用户转化为付费用户的比例也在快速增长。2019年，3%的月活跃用户在付费，2020年增长到4%，2021年第三季度超过5.2%。</blockquote></p><p> Yet the most significant growth for Duolingomight be ahead of it. The company is paying particular focus to developing nations like India, where the app grew by 400% in 2020. By 2022, the company estimates 500 million people in India will have accessed the internet for the very first time, which materially increases Duolingo's addressable market.</p><p><blockquote>然而，Duolingo最显着的增长可能还在前面。该公司特别关注印度等发展中国家，该应用程序在2020年增长了400%。该公司估计，到2022年，印度将有5亿人首次访问互联网，这将大大增加多邻国的潜在市场。</blockquote></p><p> This is a company in the very early stages of a promising growth phase, and it's a great bet to grow by multiples from here for investors with a&nbsp;long-term focus.</p><p><blockquote>这是一家正处于充满希望的增长阶段的早期阶段的公司，对于长期关注的投资者来说，从现在开始实现数倍增长是一个很好的赌注。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/01/2-stocks-could-turn-200000-to-1-million-by-2030/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCN":"DigitalOcean Holdings, Inc.","DUOL":"多邻国"},"source_url":"https://www.fool.com/investing/2021/12/01/2-stocks-could-turn-200000-to-1-million-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160052832","content_text":"In the face of broad stock market jitters, the best thing investors can do is take a long-term view. Over time, present-day noise matters less and market performance tends to smooth out.\nAfter all, in the past 20 years alone, markets have recovered from the dot-com bust and the global financial crisis. Both of these events raised plenty of concern as they were occurring but now look like blips on any long-term markets chart. While we're still in the midst of the COVID-19 pandemic, there's very little reason to think it will be any different when we look back at this time a decade from now.\nKeeping that in mind, here are two stocks set to reward patient investors with the potential for fivefold growth by 2030.\n1. The case for DigitalOcean\nDigitalOcean(NYSE:DOCN)is in the cloud computing business, an industry dominated by tech royalty, including Microsoft, with its Azure platform, and Amazon, with Amazon Web Services (AWS). But DigitalOcean's advantage is actually its smaller size, as it serves areas of the market that might be too niche for its behemoth competitors.\nThe company's focus is on simplicity. It's designed for small-scale applications run by users who might be less development savvy than the average AWS or Azure client (think start-ups, for example). Therefore, it places a heavy focus on competing on price and can be up to 56% cheaper than AWS, depending on product configuration. From a bandwidth perspective, pricing is as low as $0.01 per gigabyte, the cheapest in the industry.\nFor DigitalOcean's stock price to grow 400% by 2030, it would need to increase its revenue by 22.5% per year on a compounding basis -- assuming its current price-to-sales ratio remained constant. Since 2018, it has handily exceeded the mark.Despite the strong performance over the past three years, revenue growth is expected to accelerate in 2022, based on early estimates by Wall Street analysts. DigitalOcean could deliver $562 million, which would represent an almost 32% increase compared with 2021.\nAnd since the company is already profitable, it runs a much smaller risk of disruptions like dilutive capital raises going forward. Plus, the cloud computing industry is slated to far exceed $1 trillion in size by 2030, so DigitalOcean has a major revenue and earnings opportunity ahead of it.\n2. The case for Duolingo\nDuolingo(NASDAQ:DUOL)is one of the world's leading languagee ducation providers. The company's success is derived from its smartphone-based approach, where it makes an interactive game out of its lessons.\nThe Duolingo app is currently the highest-grossing app in the entire education category in Alphabet's Google Play store, and it's the second-highest in Apple's App Store.\nDespite already being downloaded 500 million times globally, Duolingo still has an enormous runway for growth. The company estimates there are up to 1.8 billion people learning a language worldwide at the moment, and the market for digital language learning could be worth up to $47 billion annually by 2025 -- with growth that's twice as fast as offline language learning methods.\nAnd since the company started ramping up monetization in 2019 through subscriptions and in-app purchases, it's growing revenue at a rate that blows away the 22.5% it needs for its stock to grow fivefold by 2030.The percentage of its monthly active users who are converting into paid subscribers is also growing rapidly. In 2019, 3% of monthly active users were paying, which grew to 4% in 2020, and it was over 5.2% in the third quarter of 2021.\nYet the most significant growth for Duolingomight be ahead of it. The company is paying particular focus to developing nations like India, where the app grew by 400% in 2020. By 2022, the company estimates 500 million people in India will have accessed the internet for the very first time, which materially increases Duolingo's addressable market.\nThis is a company in the very early stages of a promising growth phase, and it's a great bet to grow by multiples from here for investors with a long-term focus.","news_type":1,"symbols_score_info":{"DOCN":0.9,"DUOL":0.9}},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605321915,"gmtCreate":1639117183820,"gmtModify":1639117183999,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Buy of course 👍","listText":"Buy of course 👍","text":"Buy of course 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605321915","repostId":"1183045795","repostType":4,"repost":{"id":"1183045795","kind":"news","pubTimestamp":1639115488,"share":"https://www.laohu8.com/m/news/1183045795?lang=zh_CN&edition=full","pubTime":"2021-12-10 13:51","market":"us","language":"en","title":"Why Growth Stocks Nvidia, AMD, and Unity Dropped Today<blockquote>为什么成长型股票Nvidia、AMD和Unity今天下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183045795","media":"Motley Fool","summary":"What happened\nMany growth stocks fell on Thursday, as investors rotated out of premium-priced compan","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Many growth stocks fell on Thursday, as investors rotated out of premium-priced companies. By the close of trading, shares of&nbsp;<b>Nvidia</b>(NASDAQ:NVDA),<b>Advanced Micro Devices</b>(NASDAQ:AMD), and&nbsp;<b>UnitySoftware</b>(NYSE:U)were down 4%, 5%, and 9%, respectively.</p><p><blockquote>许多成长型股票周四下跌，投资者纷纷退出溢价公司。截至交易结束时，<b>英伟达</b>（纳斯达克：NVDA），<b>先进微设备公司</b>（纳斯达克：AMD），以及<b>Unity软件</b>(NYSE：U)分别下跌4%、5%和9%。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Positive news regarding the effectiveness of booster shots against the omicron variant allowed investors to refocus on the economy's nascent recovery. A report on Thursday showed that weekly jobless claims declined to a 52-year low. But while a strong labor market is great for workers seeking jobs, some growth investors took the news as cause for concern.</p><p><blockquote>关于针对奥密克戎变种的加强注射有效性的积极消息让投资者重新关注经济的新生复苏。周四的一份报告显示，每周申请失业救济人数降至52年来的最低点。尽管强劲的劳动力市场对寻找工作的工人来说是件好事，但一些成长型投资者认为这一消息令人担忧。</blockquote></p><p> A tight labor market could lead to higher wages, which could, in turn, stoke inflation.Growth stocks&nbsp;are valued based primarily on their expected future earnings, discounted back to the present. When fears of higher inflation mount, investors increase the discount rate they use to value assets. Essentially, this means that a company's expected profits are worthless today and by extension, so are its shares.</p><p><blockquote>劳动力市场紧张可能导致工资上涨，进而引发通胀。成长型股票的估值主要基于其预期的未来收益，并贴现回现在。当对通胀上升的担忧加剧时，投资者会提高用于资产估值的贴现率。从本质上讲，这意味着一家公司的预期利润如今一文不值，推而广之，其股票也一文不值。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nvidia, AMD, and Unity are three of the fastest-growing businesses on the planet. So naturally, much of their stocks' value is tied to their future earnings. Thus, they're particularly exposed to changes in discount rates, and therefore, inflation. Consequently, investors can expect their share prices to be negatively impacted by any news that appears to make higher inflation more likely.</p><p><blockquote>Nvidia、AMD和Unity是全球增长最快的三家企业。因此，很自然地，他们股票的价值很大程度上与他们未来的收益挂钩。因此，他们特别容易受到贴现率变化的影响，从而受到通货膨胀的影响。因此，投资者预计他们的股价将受到任何似乎使通胀更有可能上升的消息的负面影响。</blockquote></p><p> That said, while near-term price-to-earnings multiples and other valuation ratios could fluctuate due to inflation concerns, a company's true value is ultimately determined by its long-term profits and cash flows. As the leading semiconductor makers, Nvidia and AMD are poised to excel in this regard. And Unity, as an increasingly important 3D-development platform, is also well-positioned to generate impressive earnings growth in the coming decade.</p><p><blockquote>也就是说，虽然近期市盈率和其他估值比率可能会因通胀担忧而波动，但公司的真正价值最终取决于其长期利润和现金流。作为领先的半导体制造商，英伟达和AMD有望在这方面表现出色。Unity作为一个日益重要的3D开发平台，也有能力在未来十年实现令人印象深刻的盈利增长。</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>Why Growth Stocks Nvidia, AMD, and Unity Dropped Today<blockquote>为什么成长型股票Nvidia、AMD和Unity今天下跌</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\">\nWhy Growth Stocks Nvidia, AMD, and Unity Dropped Today<blockquote>为什么成长型股票Nvidia、AMD和Unity今天下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-10 13:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Many growth stocks fell on Thursday, as investors rotated out of premium-priced companies. By the close of trading, shares of&nbsp;<b>Nvidia</b>(NASDAQ:NVDA),<b>Advanced Micro Devices</b>(NASDAQ:AMD), and&nbsp;<b>UnitySoftware</b>(NYSE:U)were down 4%, 5%, and 9%, respectively.</p><p><blockquote>许多成长型股票周四下跌，投资者纷纷退出溢价公司。截至交易结束时，<b>英伟达</b>（纳斯达克：NVDA），<b>先进微设备公司</b>（纳斯达克：AMD），以及<b>Unity软件</b>(NYSE：U)分别下跌4%、5%和9%。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Positive news regarding the effectiveness of booster shots against the omicron variant allowed investors to refocus on the economy's nascent recovery. A report on Thursday showed that weekly jobless claims declined to a 52-year low. But while a strong labor market is great for workers seeking jobs, some growth investors took the news as cause for concern.</p><p><blockquote>关于针对奥密克戎变种的加强注射有效性的积极消息让投资者重新关注经济的新生复苏。周四的一份报告显示，每周申请失业救济人数降至52年来的最低点。尽管强劲的劳动力市场对寻找工作的工人来说是件好事，但一些成长型投资者认为这一消息令人担忧。</blockquote></p><p> A tight labor market could lead to higher wages, which could, in turn, stoke inflation.Growth stocks&nbsp;are valued based primarily on their expected future earnings, discounted back to the present. When fears of higher inflation mount, investors increase the discount rate they use to value assets. Essentially, this means that a company's expected profits are worthless today and by extension, so are its shares.</p><p><blockquote>劳动力市场紧张可能导致工资上涨，进而引发通胀。成长型股票的估值主要基于其预期的未来收益，并贴现回现在。当对通胀上升的担忧加剧时，投资者会提高用于资产估值的贴现率。从本质上讲，这意味着一家公司的预期利润如今一文不值，推而广之，其股票也一文不值。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nvidia, AMD, and Unity are three of the fastest-growing businesses on the planet. So naturally, much of their stocks' value is tied to their future earnings. Thus, they're particularly exposed to changes in discount rates, and therefore, inflation. Consequently, investors can expect their share prices to be negatively impacted by any news that appears to make higher inflation more likely.</p><p><blockquote>Nvidia、AMD和Unity是全球增长最快的三家企业。因此，很自然地，他们股票的价值很大程度上与他们未来的收益挂钩。因此，他们特别容易受到贴现率变化的影响，从而受到通货膨胀的影响。因此，投资者预计他们的股价将受到任何似乎使通胀更有可能上升的消息的负面影响。</blockquote></p><p> That said, while near-term price-to-earnings multiples and other valuation ratios could fluctuate due to inflation concerns, a company's true value is ultimately determined by its long-term profits and cash flows. As the leading semiconductor makers, Nvidia and AMD are poised to excel in this regard. And Unity, as an increasingly important 3D-development platform, is also well-positioned to generate impressive earnings growth in the coming decade.</p><p><blockquote>也就是说，虽然近期市盈率和其他估值比率可能会因通胀担忧而波动，但公司的真正价值最终取决于其长期利润和现金流。作为领先的半导体制造商，英伟达和AMD有望在这方面表现出色。Unity作为一个日益重要的3D开发平台，也有能力在未来十年实现令人印象深刻的盈利增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/09/why-growth-stocks-nvidia-amd-and-unity-dropped-tod/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","U":"Unity Software Inc."},"source_url":"https://www.fool.com/investing/2021/12/09/why-growth-stocks-nvidia-amd-and-unity-dropped-tod/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183045795","content_text":"What happened\nMany growth stocks fell on Thursday, as investors rotated out of premium-priced companies. By the close of trading, shares of Nvidia(NASDAQ:NVDA),Advanced Micro Devices(NASDAQ:AMD), and UnitySoftware(NYSE:U)were down 4%, 5%, and 9%, respectively.\nSo what\nPositive news regarding the effectiveness of booster shots against the omicron variant allowed investors to refocus on the economy's nascent recovery. A report on Thursday showed that weekly jobless claims declined to a 52-year low. But while a strong labor market is great for workers seeking jobs, some growth investors took the news as cause for concern.\nA tight labor market could lead to higher wages, which could, in turn, stoke inflation.Growth stocks are valued based primarily on their expected future earnings, discounted back to the present. When fears of higher inflation mount, investors increase the discount rate they use to value assets. Essentially, this means that a company's expected profits are worthless today and by extension, so are its shares.\nNow what\nNvidia, AMD, and Unity are three of the fastest-growing businesses on the planet. So naturally, much of their stocks' value is tied to their future earnings. Thus, they're particularly exposed to changes in discount rates, and therefore, inflation. Consequently, investors can expect their share prices to be negatively impacted by any news that appears to make higher inflation more likely.\nThat said, while near-term price-to-earnings multiples and other valuation ratios could fluctuate due to inflation concerns, a company's true value is ultimately determined by its long-term profits and cash flows. As the leading semiconductor makers, Nvidia and AMD are poised to excel in this regard. And Unity, as an increasingly important 3D-development platform, is also well-positioned to generate impressive earnings growth in the coming decade.","news_type":1,"symbols_score_info":{"NVDA":0.9,"AMD":0.9,"U":0.9}},"isVote":1,"tweetType":1,"viewCount":2859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605323282,"gmtCreate":1639117129837,"gmtModify":1639120544666,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Opps","listText":"Opps","text":"Opps","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605323282","repostId":"1153652287","repostType":4,"repost":{"id":"1153652287","kind":"news","pubTimestamp":1639116079,"share":"https://www.laohu8.com/m/news/1153652287?lang=zh_CN&edition=full","pubTime":"2021-12-10 14:01","market":"us","language":"en","title":"The Bears Have Spoken: Apple Stock Could Drop 18%<blockquote>空头发声：苹果股价可能下跌18%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153652287","media":"TheStreet","summary":"Apple stock (AAPL) continues to climb relentlessly on its way to the $3 trillion mark. But while Wal","content":"<p>Apple stock&nbsp;(<b>AAPL</b>)&nbsp;continues to climb relentlessly&nbsp;on its way to the $3 trillion mark. But while Wall Street still has a “strong buy” consensus&nbsp;rating&nbsp;on the name, not every analyst believes that AAPL will climb from its current peak of $174 in the foreseeable future.</p><p><blockquote>苹果股票(<b>AAPL</b>）继续无情地攀升至3万亿美元大关。不过，尽管华尔街仍对该公司给予“强力买入”的一致评级，但并非所有分析师都认为AAPL将在可预见的未来从目前174美元的峰值攀升。</blockquote></p><p> In the past couple of days, two experts who hold a neutral stance on Apple have spoken. One of them believes that the stock is worth only $142 apiece, suggesting 18% downside from current levels. Here is why these analysts are skeptical.</p><p><blockquote>过去几天，两位对苹果持中立立场的专家发表了讲话。其中一人认为该股每股价值仅为142美元，较当前水平下跌18%。这就是这些分析师持怀疑态度的原因。</blockquote></p><p> <b>Apple stock rises, but so do risks</b></p><p><blockquote><b>苹果股价上涨，但风险也随之上涨</b></blockquote></p><p> Goldman Sachs’ Rod Hall is a former bear who&nbsp;threw in the towel a few months ago&nbsp;and changed his position on AAPL from sell to neutral. However, according toTipRanks, the analyst has just restated his $142 price target on Apple stock, pointing at 18% downside risk following the impressive rally of the past few weeks.</p><p><blockquote>高盛(Goldman Sachs)的罗德·霍尔(Rod Hall)曾是空头，几个月前认输，将对苹果公司的仓位从卖出改为中性。然而，据TipRanks称，该分析师刚刚重申了苹果股票142美元的目标价，指出在过去几周令人印象深刻的上涨之后，下行风险为18%。</blockquote></p><p> During a recent&nbsp;CNBC interview, Mr. Hall explained that he is cautious about AAPL mostly due to the company’s user base and average revenue generated per user. First, he sees subscriber growth slowing down to GDP levels. Second, Rod thinks that ARPU (average revenue per user) will stabilize, after spiking by what he estimates to be an impressive 20% during the thick of the pandemic.</p><p><blockquote>在最近接受CNBC采访时，霍尔先生解释说，他对AAPL持谨慎态度，主要是因为该公司的用户群和每个用户产生的平均收入。首先，他认为用户增长将放缓至GDP水平。其次，Rod认为ARPU（每用户平均收入）在疫情最严重期间飙升20%后将趋于稳定。</blockquote></p><p> Goldman Sachs wraps up its not-so-bullish case by observing how a reduction in iPhone lead times in the US, Europe and China in the holiday period could be a sign of slowing demand. The rationale: if supply is constrained in 2021 and lead times have dropped, the missing piece in this equation is probably a decline in demand for the devices.</p><p><blockquote>高盛（Goldman Sachs）通过观察假期期间美国、欧洲和中国iPhone交付时间的缩短可能是需求放缓的迹象，总结了其不那么乐观的观点。理由是：如果2021年供应受到限制并且交货时间缩短，那么这个等式中缺失的部分可能是对设备需求的下降。</blockquote></p><p> Credit Suisse was the other research shop to&nbsp;publish&nbsp;recently on Apple. Analyst Sami Badri assumed coverage from Matthew Cabral, and had his chance to change the bank’s rating on AAPL from neutral. Instead, he reinforced the recommendation and set the price target at $150.</p><p><blockquote>瑞士信贷是最近在苹果上发表文章的另一家研究机构。分析师萨米·巴德里(Sami Badri)接受了马修·卡布拉尔(Matthew Cabral)的报道，并有机会将该银行对苹果公司的评级从中性改变。相反，他强化了这一建议，并将目标价定为150美元。</blockquote></p><p> Mr. Badri’spredecessor has often cited&nbsp;longer lead times as an indication of demand overwhelming supply. With the supply-demand dynamic now heading closer to a state of balance, this could be bad news for Apple in the short term — especially days after Bloomberg’s report that the Cupertino company&nbsp;may have overordered iPhone units&nbsp;for the holiday period.</p><p><blockquote>巴德里的前任经常将较长的交货时间视为需求压倒供应的迹象。随着供需动态现在接近平衡状态，这在短期内对苹果来说可能是个坏消息——尤其是在彭博社报道这家库比蒂诺公司可能在假期期间超额订购了iPhone几天后。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·梅文的看法</b></blockquote></p><p> I believe that more bearish cases against AAPL could surface as Apple stock moves higher. While I think that the argument against an investment here tends to lean too heavily on near-term risks (e.g. iPhone sales in fiscal Q1), there is something to be said about a stock that continues to climb relentlessly and valuation multiples that keep expanding.</p><p><blockquote>我相信，随着苹果股价走高，更多针对苹果公司的看跌案例可能会浮出水面。虽然我认为这里反对投资的论点往往过于依赖近期风险（例如第一财季的iPhone销量），但对于一只继续无情攀升且估值倍数不断扩大的股票，还是有一些话要说的。</blockquote></p><p> I maintain my views on AAPL: the stock seems to be a buy-and-hold for the long term, considering growth opportunities in services at first and brand-new devices later — think&nbsp;mixed reality and autonomous EV.</p><p><blockquote>我维持对苹果公司的看法：该股似乎是长期买入并持有的股票，首先考虑服务业的增长机会，然后考虑全新设备的增长机会——想想混合现实和自动驾驶电动汽车。</blockquote></p><p> That said, Apple stock&nbsp;tends to perform substantially better&nbsp;following a sharp pullback. Therefore, I think that investors that buy shares today should not count on oversized, 2020-like returns going forward.</p><p><blockquote>也就是说，苹果股票在大幅回调后往往表现得更好。因此，我认为今天购买股票的投资者不应该指望未来会有类似2020年的巨额回报。</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>The Bears Have Spoken: Apple Stock Could Drop 18%<blockquote>空头发声：苹果股价可能下跌18%</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\">\nThe Bears Have Spoken: Apple Stock Could Drop 18%<blockquote>空头发声：苹果股价可能下跌18%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-10 14:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple stock&nbsp;(<b>AAPL</b>)&nbsp;continues to climb relentlessly&nbsp;on its way to the $3 trillion mark. But while Wall Street still has a “strong buy” consensus&nbsp;rating&nbsp;on the name, not every analyst believes that AAPL will climb from its current peak of $174 in the foreseeable future.</p><p><blockquote>苹果股票(<b>AAPL</b>）继续无情地攀升至3万亿美元大关。不过，尽管华尔街仍对该公司给予“强力买入”的一致评级，但并非所有分析师都认为AAPL将在可预见的未来从目前174美元的峰值攀升。</blockquote></p><p> In the past couple of days, two experts who hold a neutral stance on Apple have spoken. One of them believes that the stock is worth only $142 apiece, suggesting 18% downside from current levels. Here is why these analysts are skeptical.</p><p><blockquote>过去几天，两位对苹果持中立立场的专家发表了讲话。其中一人认为该股每股价值仅为142美元，较当前水平下跌18%。这就是这些分析师持怀疑态度的原因。</blockquote></p><p> <b>Apple stock rises, but so do risks</b></p><p><blockquote><b>苹果股价上涨，但风险也随之上涨</b></blockquote></p><p> Goldman Sachs’ Rod Hall is a former bear who&nbsp;threw in the towel a few months ago&nbsp;and changed his position on AAPL from sell to neutral. However, according toTipRanks, the analyst has just restated his $142 price target on Apple stock, pointing at 18% downside risk following the impressive rally of the past few weeks.</p><p><blockquote>高盛(Goldman Sachs)的罗德·霍尔(Rod Hall)曾是空头，几个月前认输，将对苹果公司的仓位从卖出改为中性。然而，据TipRanks称，该分析师刚刚重申了苹果股票142美元的目标价，指出在过去几周令人印象深刻的上涨之后，下行风险为18%。</blockquote></p><p> During a recent&nbsp;CNBC interview, Mr. Hall explained that he is cautious about AAPL mostly due to the company’s user base and average revenue generated per user. First, he sees subscriber growth slowing down to GDP levels. Second, Rod thinks that ARPU (average revenue per user) will stabilize, after spiking by what he estimates to be an impressive 20% during the thick of the pandemic.</p><p><blockquote>在最近接受CNBC采访时，霍尔先生解释说，他对AAPL持谨慎态度，主要是因为该公司的用户群和每个用户产生的平均收入。首先，他认为用户增长将放缓至GDP水平。其次，Rod认为ARPU（每用户平均收入）在疫情最严重期间飙升20%后将趋于稳定。</blockquote></p><p> Goldman Sachs wraps up its not-so-bullish case by observing how a reduction in iPhone lead times in the US, Europe and China in the holiday period could be a sign of slowing demand. The rationale: if supply is constrained in 2021 and lead times have dropped, the missing piece in this equation is probably a decline in demand for the devices.</p><p><blockquote>高盛（Goldman Sachs）通过观察假期期间美国、欧洲和中国iPhone交付时间的缩短可能是需求放缓的迹象，总结了其不那么乐观的观点。理由是：如果2021年供应受到限制并且交货时间缩短，那么这个等式中缺失的部分可能是对设备需求的下降。</blockquote></p><p> Credit Suisse was the other research shop to&nbsp;publish&nbsp;recently on Apple. Analyst Sami Badri assumed coverage from Matthew Cabral, and had his chance to change the bank’s rating on AAPL from neutral. Instead, he reinforced the recommendation and set the price target at $150.</p><p><blockquote>瑞士信贷是最近在苹果上发表文章的另一家研究机构。分析师萨米·巴德里(Sami Badri)接受了马修·卡布拉尔(Matthew Cabral)的报道，并有机会将该银行对苹果公司的评级从中性改变。相反，他强化了这一建议，并将目标价定为150美元。</blockquote></p><p> Mr. Badri’spredecessor has often cited&nbsp;longer lead times as an indication of demand overwhelming supply. With the supply-demand dynamic now heading closer to a state of balance, this could be bad news for Apple in the short term — especially days after Bloomberg’s report that the Cupertino company&nbsp;may have overordered iPhone units&nbsp;for the holiday period.</p><p><blockquote>巴德里的前任经常将较长的交货时间视为需求压倒供应的迹象。随着供需动态现在接近平衡状态，这在短期内对苹果来说可能是个坏消息——尤其是在彭博社报道这家库比蒂诺公司可能在假期期间超额订购了iPhone几天后。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·梅文的看法</b></blockquote></p><p> I believe that more bearish cases against AAPL could surface as Apple stock moves higher. While I think that the argument against an investment here tends to lean too heavily on near-term risks (e.g. iPhone sales in fiscal Q1), there is something to be said about a stock that continues to climb relentlessly and valuation multiples that keep expanding.</p><p><blockquote>我相信，随着苹果股价走高，更多针对苹果公司的看跌案例可能会浮出水面。虽然我认为这里反对投资的论点往往过于依赖近期风险（例如第一财季的iPhone销量），但对于一只继续无情攀升且估值倍数不断扩大的股票，还是有一些话要说的。</blockquote></p><p> I maintain my views on AAPL: the stock seems to be a buy-and-hold for the long term, considering growth opportunities in services at first and brand-new devices later — think&nbsp;mixed reality and autonomous EV.</p><p><blockquote>我维持对苹果公司的看法：该股似乎是长期买入并持有的股票，首先考虑服务业的增长机会，然后考虑全新设备的增长机会——想想混合现实和自动驾驶电动汽车。</blockquote></p><p> That said, Apple stock&nbsp;tends to perform substantially better&nbsp;following a sharp pullback. Therefore, I think that investors that buy shares today should not count on oversized, 2020-like returns going forward.</p><p><blockquote>也就是说，苹果股票在大幅回调后往往表现得更好。因此，我认为今天购买股票的投资者不应该指望未来会有类似2020年的巨额回报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/the-bears-have-spoken-apple-stock-could-drop-18\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/the-bears-have-spoken-apple-stock-could-drop-18","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153652287","content_text":"Apple stock (AAPL) continues to climb relentlessly on its way to the $3 trillion mark. But while Wall Street still has a “strong buy” consensus rating on the name, not every analyst believes that AAPL will climb from its current peak of $174 in the foreseeable future.\nIn the past couple of days, two experts who hold a neutral stance on Apple have spoken. One of them believes that the stock is worth only $142 apiece, suggesting 18% downside from current levels. Here is why these analysts are skeptical.\nApple stock rises, but so do risks\nGoldman Sachs’ Rod Hall is a former bear who threw in the towel a few months ago and changed his position on AAPL from sell to neutral. However, according toTipRanks, the analyst has just restated his $142 price target on Apple stock, pointing at 18% downside risk following the impressive rally of the past few weeks.\nDuring a recent CNBC interview, Mr. Hall explained that he is cautious about AAPL mostly due to the company’s user base and average revenue generated per user. First, he sees subscriber growth slowing down to GDP levels. Second, Rod thinks that ARPU (average revenue per user) will stabilize, after spiking by what he estimates to be an impressive 20% during the thick of the pandemic.\nGoldman Sachs wraps up its not-so-bullish case by observing how a reduction in iPhone lead times in the US, Europe and China in the holiday period could be a sign of slowing demand. The rationale: if supply is constrained in 2021 and lead times have dropped, the missing piece in this equation is probably a decline in demand for the devices.\nCredit Suisse was the other research shop to publish recently on Apple. Analyst Sami Badri assumed coverage from Matthew Cabral, and had his chance to change the bank’s rating on AAPL from neutral. Instead, he reinforced the recommendation and set the price target at $150.\nMr. Badri’spredecessor has often cited longer lead times as an indication of demand overwhelming supply. With the supply-demand dynamic now heading closer to a state of balance, this could be bad news for Apple in the short term — especially days after Bloomberg’s report that the Cupertino company may have overordered iPhone units for the holiday period.\nApple Maven’s take\nI believe that more bearish cases against AAPL could surface as Apple stock moves higher. While I think that the argument against an investment here tends to lean too heavily on near-term risks (e.g. iPhone sales in fiscal Q1), there is something to be said about a stock that continues to climb relentlessly and valuation multiples that keep expanding.\nI maintain my views on AAPL: the stock seems to be a buy-and-hold for the long term, considering growth opportunities in services at first and brand-new devices later — think mixed reality and autonomous EV.\nThat said, Apple stock tends to perform substantially better following a sharp pullback. Therefore, I think that investors that buy shares today should not count on oversized, 2020-like returns going forward.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605323637,"gmtCreate":1639117113892,"gmtModify":1639120544509,"author":{"id":"4097486973156010","authorId":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097486973156010","idStr":"4097486973156010"},"themes":[],"htmlText":"Oops&nbsp;","listText":"Oops&nbsp;","text":"Oops","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605323637","repostId":"1153652287","repostType":4,"repost":{"id":"1153652287","kind":"news","pubTimestamp":1639116079,"share":"https://www.laohu8.com/m/news/1153652287?lang=zh_CN&edition=full","pubTime":"2021-12-10 14:01","market":"us","language":"en","title":"The Bears Have Spoken: Apple Stock Could Drop 18%<blockquote>空头发声：苹果股价可能下跌18%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153652287","media":"TheStreet","summary":"Apple stock (AAPL) continues to climb relentlessly on its way to the $3 trillion mark. But while Wal","content":"<p>Apple stock&nbsp;(<b>AAPL</b>)&nbsp;continues to climb relentlessly&nbsp;on its way to the $3 trillion mark. But while Wall Street still has a “strong buy” consensus&nbsp;rating&nbsp;on the name, not every analyst believes that AAPL will climb from its current peak of $174 in the foreseeable future.</p><p><blockquote>苹果股票(<b>AAPL</b>）继续无情地攀升至3万亿美元大关。不过，尽管华尔街仍对该公司给予“强力买入”的一致评级，但并非所有分析师都认为AAPL将在可预见的未来从目前174美元的峰值攀升。</blockquote></p><p> In the past couple of days, two experts who hold a neutral stance on Apple have spoken. One of them believes that the stock is worth only $142 apiece, suggesting 18% downside from current levels. Here is why these analysts are skeptical.</p><p><blockquote>过去几天，两位对苹果持中立立场的专家发表了讲话。其中一人认为该股每股价值仅为142美元，较当前水平下跌18%。这就是这些分析师持怀疑态度的原因。</blockquote></p><p> <b>Apple stock rises, but so do risks</b></p><p><blockquote><b>苹果股价上涨，但风险也随之上涨</b></blockquote></p><p> Goldman Sachs’ Rod Hall is a former bear who&nbsp;threw in the towel a few months ago&nbsp;and changed his position on AAPL from sell to neutral. However, according toTipRanks, the analyst has just restated his $142 price target on Apple stock, pointing at 18% downside risk following the impressive rally of the past few weeks.</p><p><blockquote>高盛(Goldman Sachs)的罗德·霍尔(Rod Hall)曾是空头，几个月前认输，将对苹果公司的仓位从卖出改为中性。然而，据TipRanks称，该分析师刚刚重申了苹果股票142美元的目标价，指出在过去几周令人印象深刻的上涨之后，下行风险为18%。</blockquote></p><p> During a recent&nbsp;CNBC interview, Mr. Hall explained that he is cautious about AAPL mostly due to the company’s user base and average revenue generated per user. First, he sees subscriber growth slowing down to GDP levels. Second, Rod thinks that ARPU (average revenue per user) will stabilize, after spiking by what he estimates to be an impressive 20% during the thick of the pandemic.</p><p><blockquote>在最近接受CNBC采访时，霍尔先生解释说，他对AAPL持谨慎态度，主要是因为该公司的用户群和每个用户产生的平均收入。首先，他认为用户增长将放缓至GDP水平。其次，Rod认为ARPU（每用户平均收入）在疫情最严重期间飙升20%后将趋于稳定。</blockquote></p><p> Goldman Sachs wraps up its not-so-bullish case by observing how a reduction in iPhone lead times in the US, Europe and China in the holiday period could be a sign of slowing demand. The rationale: if supply is constrained in 2021 and lead times have dropped, the missing piece in this equation is probably a decline in demand for the devices.</p><p><blockquote>高盛（Goldman Sachs）通过观察假期期间美国、欧洲和中国iPhone交付时间的缩短可能是需求放缓的迹象，总结了其不那么乐观的观点。理由是：如果2021年供应受到限制并且交货时间缩短，那么这个等式中缺失的部分可能是对设备需求的下降。</blockquote></p><p> Credit Suisse was the other research shop to&nbsp;publish&nbsp;recently on Apple. Analyst Sami Badri assumed coverage from Matthew Cabral, and had his chance to change the bank’s rating on AAPL from neutral. Instead, he reinforced the recommendation and set the price target at $150.</p><p><blockquote>瑞士信贷是最近在苹果上发表文章的另一家研究机构。分析师萨米·巴德里(Sami Badri)接受了马修·卡布拉尔(Matthew Cabral)的报道，并有机会将该银行对苹果公司的评级从中性改变。相反，他强化了这一建议，并将目标价定为150美元。</blockquote></p><p> Mr. Badri’spredecessor has often cited&nbsp;longer lead times as an indication of demand overwhelming supply. With the supply-demand dynamic now heading closer to a state of balance, this could be bad news for Apple in the short term — especially days after Bloomberg’s report that the Cupertino company&nbsp;may have overordered iPhone units&nbsp;for the holiday period.</p><p><blockquote>巴德里的前任经常将较长的交货时间视为需求压倒供应的迹象。随着供需动态现在接近平衡状态，这在短期内对苹果来说可能是个坏消息——尤其是在彭博社报道这家库比蒂诺公司可能在假期期间超额订购了iPhone几天后。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·梅文的看法</b></blockquote></p><p> I believe that more bearish cases against AAPL could surface as Apple stock moves higher. While I think that the argument against an investment here tends to lean too heavily on near-term risks (e.g. iPhone sales in fiscal Q1), there is something to be said about a stock that continues to climb relentlessly and valuation multiples that keep expanding.</p><p><blockquote>我相信，随着苹果股价走高，更多针对苹果公司的看跌案例可能会浮出水面。虽然我认为这里反对投资的论点往往过于依赖近期风险（例如第一财季的iPhone销量），但对于一只继续无情攀升且估值倍数不断扩大的股票，还是有一些话要说的。</blockquote></p><p> I maintain my views on AAPL: the stock seems to be a buy-and-hold for the long term, considering growth opportunities in services at first and brand-new devices later — think&nbsp;mixed reality and autonomous EV.</p><p><blockquote>我维持对苹果公司的看法：该股似乎是长期买入并持有的股票，首先考虑服务业的增长机会，然后考虑全新设备的增长机会——想想混合现实和自动驾驶电动汽车。</blockquote></p><p> That said, Apple stock&nbsp;tends to perform substantially better&nbsp;following a sharp pullback. Therefore, I think that investors that buy shares today should not count on oversized, 2020-like returns going forward.</p><p><blockquote>也就是说，苹果股票在大幅回调后往往表现得更好。因此，我认为今天购买股票的投资者不应该指望未来会有类似2020年的巨额回报。</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>The Bears Have Spoken: Apple Stock Could Drop 18%<blockquote>空头发声：苹果股价可能下跌18%</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\">\nThe Bears Have Spoken: Apple Stock Could Drop 18%<blockquote>空头发声：苹果股价可能下跌18%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-10 14:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple stock&nbsp;(<b>AAPL</b>)&nbsp;continues to climb relentlessly&nbsp;on its way to the $3 trillion mark. But while Wall Street still has a “strong buy” consensus&nbsp;rating&nbsp;on the name, not every analyst believes that AAPL will climb from its current peak of $174 in the foreseeable future.</p><p><blockquote>苹果股票(<b>AAPL</b>）继续无情地攀升至3万亿美元大关。不过，尽管华尔街仍对该公司给予“强力买入”的一致评级，但并非所有分析师都认为AAPL将在可预见的未来从目前174美元的峰值攀升。</blockquote></p><p> In the past couple of days, two experts who hold a neutral stance on Apple have spoken. One of them believes that the stock is worth only $142 apiece, suggesting 18% downside from current levels. Here is why these analysts are skeptical.</p><p><blockquote>过去几天，两位对苹果持中立立场的专家发表了讲话。其中一人认为该股每股价值仅为142美元，较当前水平下跌18%。这就是这些分析师持怀疑态度的原因。</blockquote></p><p> <b>Apple stock rises, but so do risks</b></p><p><blockquote><b>苹果股价上涨，但风险也随之上涨</b></blockquote></p><p> Goldman Sachs’ Rod Hall is a former bear who&nbsp;threw in the towel a few months ago&nbsp;and changed his position on AAPL from sell to neutral. However, according toTipRanks, the analyst has just restated his $142 price target on Apple stock, pointing at 18% downside risk following the impressive rally of the past few weeks.</p><p><blockquote>高盛(Goldman Sachs)的罗德·霍尔(Rod Hall)曾是空头，几个月前认输，将对苹果公司的仓位从卖出改为中性。然而，据TipRanks称，该分析师刚刚重申了苹果股票142美元的目标价，指出在过去几周令人印象深刻的上涨之后，下行风险为18%。</blockquote></p><p> During a recent&nbsp;CNBC interview, Mr. Hall explained that he is cautious about AAPL mostly due to the company’s user base and average revenue generated per user. First, he sees subscriber growth slowing down to GDP levels. Second, Rod thinks that ARPU (average revenue per user) will stabilize, after spiking by what he estimates to be an impressive 20% during the thick of the pandemic.</p><p><blockquote>在最近接受CNBC采访时，霍尔先生解释说，他对AAPL持谨慎态度，主要是因为该公司的用户群和每个用户产生的平均收入。首先，他认为用户增长将放缓至GDP水平。其次，Rod认为ARPU（每用户平均收入）在疫情最严重期间飙升20%后将趋于稳定。</blockquote></p><p> Goldman Sachs wraps up its not-so-bullish case by observing how a reduction in iPhone lead times in the US, Europe and China in the holiday period could be a sign of slowing demand. The rationale: if supply is constrained in 2021 and lead times have dropped, the missing piece in this equation is probably a decline in demand for the devices.</p><p><blockquote>高盛（Goldman Sachs）通过观察假期期间美国、欧洲和中国iPhone交付时间的缩短可能是需求放缓的迹象，总结了其不那么乐观的观点。理由是：如果2021年供应受到限制并且交货时间缩短，那么这个等式中缺失的部分可能是对设备需求的下降。</blockquote></p><p> Credit Suisse was the other research shop to&nbsp;publish&nbsp;recently on Apple. Analyst Sami Badri assumed coverage from Matthew Cabral, and had his chance to change the bank’s rating on AAPL from neutral. Instead, he reinforced the recommendation and set the price target at $150.</p><p><blockquote>瑞士信贷是最近在苹果上发表文章的另一家研究机构。分析师萨米·巴德里(Sami Badri)接受了马修·卡布拉尔(Matthew Cabral)的报道，并有机会将该银行对苹果公司的评级从中性改变。相反，他强化了这一建议，并将目标价定为150美元。</blockquote></p><p> Mr. Badri’spredecessor has often cited&nbsp;longer lead times as an indication of demand overwhelming supply. With the supply-demand dynamic now heading closer to a state of balance, this could be bad news for Apple in the short term — especially days after Bloomberg’s report that the Cupertino company&nbsp;may have overordered iPhone units&nbsp;for the holiday period.</p><p><blockquote>巴德里的前任经常将较长的交货时间视为需求压倒供应的迹象。随着供需动态现在接近平衡状态，这在短期内对苹果来说可能是个坏消息——尤其是在彭博社报道这家库比蒂诺公司可能在假期期间超额订购了iPhone几天后。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·梅文的看法</b></blockquote></p><p> I believe that more bearish cases against AAPL could surface as Apple stock moves higher. While I think that the argument against an investment here tends to lean too heavily on near-term risks (e.g. iPhone sales in fiscal Q1), there is something to be said about a stock that continues to climb relentlessly and valuation multiples that keep expanding.</p><p><blockquote>我相信，随着苹果股价走高，更多针对苹果公司的看跌案例可能会浮出水面。虽然我认为这里反对投资的论点往往过于依赖近期风险（例如第一财季的iPhone销量），但对于一只继续无情攀升且估值倍数不断扩大的股票，还是有一些话要说的。</blockquote></p><p> I maintain my views on AAPL: the stock seems to be a buy-and-hold for the long term, considering growth opportunities in services at first and brand-new devices later — think&nbsp;mixed reality and autonomous EV.</p><p><blockquote>我维持对苹果公司的看法：该股似乎是长期买入并持有的股票，首先考虑服务业的增长机会，然后考虑全新设备的增长机会——想想混合现实和自动驾驶电动汽车。</blockquote></p><p> That said, Apple stock&nbsp;tends to perform substantially better&nbsp;following a sharp pullback. Therefore, I think that investors that buy shares today should not count on oversized, 2020-like returns going forward.</p><p><blockquote>也就是说，苹果股票在大幅回调后往往表现得更好。因此，我认为今天购买股票的投资者不应该指望未来会有类似2020年的巨额回报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/the-bears-have-spoken-apple-stock-could-drop-18\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/the-bears-have-spoken-apple-stock-could-drop-18","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153652287","content_text":"Apple stock (AAPL) continues to climb relentlessly on its way to the $3 trillion mark. But while Wall Street still has a “strong buy” consensus rating on the name, not every analyst believes that AAPL will climb from its current peak of $174 in the foreseeable future.\nIn the past couple of days, two experts who hold a neutral stance on Apple have spoken. One of them believes that the stock is worth only $142 apiece, suggesting 18% downside from current levels. Here is why these analysts are skeptical.\nApple stock rises, but so do risks\nGoldman Sachs’ Rod Hall is a former bear who threw in the towel a few months ago and changed his position on AAPL from sell to neutral. However, according toTipRanks, the analyst has just restated his $142 price target on Apple stock, pointing at 18% downside risk following the impressive rally of the past few weeks.\nDuring a recent CNBC interview, Mr. Hall explained that he is cautious about AAPL mostly due to the company’s user base and average revenue generated per user. First, he sees subscriber growth slowing down to GDP levels. Second, Rod thinks that ARPU (average revenue per user) will stabilize, after spiking by what he estimates to be an impressive 20% during the thick of the pandemic.\nGoldman Sachs wraps up its not-so-bullish case by observing how a reduction in iPhone lead times in the US, Europe and China in the holiday period could be a sign of slowing demand. The rationale: if supply is constrained in 2021 and lead times have dropped, the missing piece in this equation is probably a decline in demand for the devices.\nCredit Suisse was the other research shop to publish recently on Apple. Analyst Sami Badri assumed coverage from Matthew Cabral, and had his chance to change the bank’s rating on AAPL from neutral. Instead, he reinforced the recommendation and set the price target at $150.\nMr. Badri’spredecessor has often cited longer lead times as an indication of demand overwhelming supply. With the supply-demand dynamic now heading closer to a state of balance, this could be bad news for Apple in the short term — especially days after Bloomberg’s report that the Cupertino company may have overordered iPhone units for the holiday period.\nApple Maven’s take\nI believe that more bearish cases against AAPL could surface as Apple stock moves higher. While I think that the argument against an investment here tends to lean too heavily on near-term risks (e.g. iPhone sales in fiscal Q1), there is something to be said about a stock that continues to climb relentlessly and valuation multiples that keep expanding.\nI maintain my views on AAPL: the stock seems to be a buy-and-hold for the long term, considering growth opportunities in services at first and brand-new devices later — think mixed reality and autonomous EV.\nThat said, Apple stock tends to perform substantially better following a sharp pullback. Therefore, I think that investors that buy shares today should not count on oversized, 2020-like returns going forward.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}