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Big tech stocks dipped in Monday morning trading<blockquote>大型科技股周一早盘下跌</blockquote>
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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.laohunote.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 的目标价从 61 美元上调至 64 美元，并将评级上调至中性</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 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.</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 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。</blockquote></p><p> Piper 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.</p><p><blockquote>派珀·桑德勒（Piper Sandler）有限的渠道检查表明，总体上有积极的轶事反馈，据报道，麦当劳迅速推进了全国范围内的发行。分析师迈克尔·拉弗里 (Michael Lavery) 写道：“预期的 MCD 上涨让我们的目标倍数更加舒适。”</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，BYND 的 McPlant 销售额可能为 7500 万美元，假设汉堡销售额占 5%，基于该公司试图匹配或降低传统肉类价格的较低价位 4.00 美元/磅。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 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。卖方分析师主要对 BYND 持中性或看跌态度，而 Seeking Alpha 的量化评级则非常看跌该股。</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 的目标价从 61 美元上调至 64 美元，并将评级上调至中性</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 的目标价从 61 美元上调至 64 美元，并将评级上调至中性</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 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.</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 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。</blockquote></p><p> Piper 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.</p><p><blockquote>派珀·桑德勒（Piper Sandler）有限的渠道检查表明，总体上有积极的轶事反馈，据报道，麦当劳迅速推进了全国范围内的发行。分析师迈克尔·拉弗里 (Michael Lavery) 写道：“预期的 MCD 上涨让我们的目标倍数更加舒适。”</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，BYND 的 McPlant 销售额可能为 7500 万美元，假设汉堡销售额占 5%，基于该公司试图匹配或降低传统肉类价格的较低价位 4.00 美元/磅。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 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。卖方分析师主要对 BYND 持中性或看跌态度，而 Seeking Alpha 的量化评级则非常看跌该股。</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":3775,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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":3169,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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.laohunote.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>发生了什么事</blockquote></p><p> Many growth stocks fell on Thursday, as investors rotated out of premium-priced companies. By the close of trading, shares of <b>Nvidia</b>(NASDAQ:NVDA),<b>Advanced Micro Devices</b>(NASDAQ:AMD), and <b>UnitySoftware</b>(NYSE:U)were down 4%, 5%, and 9%, respectively.</p><p><blockquote>由于投资者撤出溢价公司，许多成长型股票周四下跌。截至收市时，<b>英伟达</b>（纳斯达克股票代码：NVDA）<b>先进微器件</b>（纳斯达克股票代码：AMD），以及<b>团结软件</b>（纽约证券交易所代码：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>有关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求职者有利，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 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，进而引发通货膨胀。成长型股票的估值主要基于其预期未来收益，折现回现在。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今天一文不值，推而广之，其股票也是如此。</blockquote></p><p> Now what</p><p><blockquote>现在呢</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，他们股票的大部分价值与其未来的收益挂钩。因此，他们特别容易受到贴现率变化以及通货膨胀的影响。因此，投资者可以预期他们的股价会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，但公司的真实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>发生了什么事</blockquote></p><p> Many growth stocks fell on Thursday, as investors rotated out of premium-priced companies. By the close of trading, shares of <b>Nvidia</b>(NASDAQ:NVDA),<b>Advanced Micro Devices</b>(NASDAQ:AMD), and <b>UnitySoftware</b>(NYSE:U)were down 4%, 5%, and 9%, respectively.</p><p><blockquote>由于投资者撤出溢价公司，许多成长型股票周四下跌。截至收市时，<b>英伟达</b>（纳斯达克股票代码：NVDA）<b>先进微器件</b>（纳斯达克股票代码：AMD），以及<b>团结软件</b>（纽约证券交易所代码：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>有关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求职者有利，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 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，进而引发通货膨胀。成长型股票的估值主要基于其预期未来收益，折现回现在。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今天一文不值，推而广之，其股票也是如此。</blockquote></p><p> Now what</p><p><blockquote>现在呢</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，他们股票的大部分价值与其未来的收益挂钩。因此，他们特别容易受到贴现率变化以及通货膨胀的影响。因此，投资者可以预期他们的股价会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，但公司的真实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":{"U":"Unity Software Inc.","NVDA":"英伟达","AMD":"美国超微公司"},"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,"U":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":4072,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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.laohunote.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 (<b>AAPL</b>) 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.</p><p><blockquote>苹果股票（<b>苹果</b>）继续向 3 万亿美元大关攀升。不过，虽然华尔街对苹果公司的一致评级仍为 “强力买入 ”，但并非所有分析师都认为，在可预见的未来，苹果公司的股价会从目前 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>在过去的几天里，两位对苹果持中立立场的专家发表了讲话。其中一位认为，该股票每股价值仅为 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 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.</p><p><blockquote>高盛（Goldman Sachs）的罗德-霍尔（Rod Hall）曾是一名看空者，几个月前他认输了，将苹果公司的头寸从卖出改为中性。然而，据 toTipRanks 称，这位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 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的平均收入。首先，他认为用户增长放缓至GDP水平。其次，Rod 认为 ARPU（每用户平均收入）将趋于稳定，他估计在疫情最严重的时期飙升了令人印象深刻的 20%。</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>高盛总结了其不太乐观的观点，指出假期期间美国、欧洲和中国 iPhone 交货时间的缩短可能是需求放缓的迹象。基本原理：如果 2021 年供应受到限制，交货时间缩短，那么这个等式中缺少的部分可能是设备需求的下降。</blockquote></p><p> Credit 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.</p><p><blockquote>瑞士信贷是最近在苹果上发表文章的另一家研究公司。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 AAPL 的评级从中性改为中性。相反，他强化了建议，并将目标价定为 150 美元。</blockquote></p><p> Mr. 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.</p><p><blockquote>巴德里先生的前任经常引用更长的交货时间作为需求超过供应的标志。随着供需动态接近平衡状态，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量订购了 iPhone 之后的几天。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·马文的观点</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和估值倍数不断扩大的股票，还是有话要说。</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 mixed reality and autonomous EV.</p><p><blockquote>我坚持对 AAPL 的看法：考虑到首先是服务领域的增长机会，然后是全新设备——想想混合现实和自动驾驶电动汽车，该股似乎是长期买入并持有的股票。</blockquote></p><p> That 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.</p><p><blockquote>也就是说，苹果股票在大幅回调后往往表现要好得多。因此，我认为今天购买股票的投资者不应该指望未来会获得类似 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 (<b>AAPL</b>) 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.</p><p><blockquote>苹果股票（<b>苹果</b>）继续向 3 万亿美元大关攀升。不过，虽然华尔街对苹果公司的一致评级仍为 “强力买入 ”，但并非所有分析师都认为，在可预见的未来，苹果公司的股价会从目前 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>在过去的几天里，两位对苹果持中立立场的专家发表了讲话。其中一位认为，该股票每股价值仅为 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 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.</p><p><blockquote>高盛（Goldman Sachs）的罗德-霍尔（Rod Hall）曾是一名看空者，几个月前他认输了，将苹果公司的头寸从卖出改为中性。然而，据 toTipRanks 称，这位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 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的平均收入。首先，他认为用户增长放缓至GDP水平。其次，Rod 认为 ARPU（每用户平均收入）将趋于稳定，他估计在疫情最严重的时期飙升了令人印象深刻的 20%。</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>高盛总结了其不太乐观的观点，指出假期期间美国、欧洲和中国 iPhone 交货时间的缩短可能是需求放缓的迹象。基本原理：如果 2021 年供应受到限制，交货时间缩短，那么这个等式中缺少的部分可能是设备需求的下降。</blockquote></p><p> Credit 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.</p><p><blockquote>瑞士信贷是最近在苹果上发表文章的另一家研究公司。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 AAPL 的评级从中性改为中性。相反，他强化了建议，并将目标价定为 150 美元。</blockquote></p><p> Mr. 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.</p><p><blockquote>巴德里先生的前任经常引用更长的交货时间作为需求超过供应的标志。随着供需动态接近平衡状态，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量订购了 iPhone 之后的几天。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·马文的观点</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和估值倍数不断扩大的股票，还是有话要说。</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 mixed reality and autonomous EV.</p><p><blockquote>我坚持对 AAPL 的看法：考虑到首先是服务领域的增长机会，然后是全新设备——想想混合现实和自动驾驶电动汽车，该股似乎是长期买入并持有的股票。</blockquote></p><p> That 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.</p><p><blockquote>也就是说，苹果股票在大幅回调后往往表现要好得多。因此，我认为今天购买股票的投资者不应该指望未来会获得类似 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":3278,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","htmlText":"Oops ","listText":"Oops ","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.laohunote.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 (<b>AAPL</b>) 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.</p><p><blockquote>苹果股票（<b>苹果</b>）继续向 3 万亿美元大关攀升。不过，虽然华尔街对苹果公司的一致评级仍为 “强力买入 ”，但并非所有分析师都认为，在可预见的未来，苹果公司的股价会从目前 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>在过去的几天里，两位对苹果持中立立场的专家发表了讲话。其中一位认为，该股票每股价值仅为 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 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.</p><p><blockquote>高盛（Goldman Sachs）的罗德-霍尔（Rod Hall）曾是一名看空者，几个月前他认输了，将苹果公司的头寸从卖出改为中性。然而，据 toTipRanks 称，这位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 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的平均收入。首先，他认为用户增长放缓至GDP水平。其次，Rod 认为 ARPU（每用户平均收入）将趋于稳定，他估计在疫情最严重的时期飙升了令人印象深刻的 20%。</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>高盛总结了其不太乐观的观点，指出假期期间美国、欧洲和中国 iPhone 交货时间的缩短可能是需求放缓的迹象。基本原理：如果 2021 年供应受到限制，交货时间缩短，那么这个等式中缺少的部分可能是设备需求的下降。</blockquote></p><p> Credit 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.</p><p><blockquote>瑞士信贷是最近在苹果上发表文章的另一家研究公司。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 AAPL 的评级从中性改为中性。相反，他强化了建议，并将目标价定为 150 美元。</blockquote></p><p> Mr. 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.</p><p><blockquote>巴德里先生的前任经常引用更长的交货时间作为需求超过供应的标志。随着供需动态接近平衡状态，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量订购了 iPhone 之后的几天。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·马文的观点</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和估值倍数不断扩大的股票，还是有话要说。</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 mixed reality and autonomous EV.</p><p><blockquote>我坚持对 AAPL 的看法：考虑到首先是服务领域的增长机会，然后是全新设备——想想混合现实和自动驾驶电动汽车，该股似乎是长期买入并持有的股票。</blockquote></p><p> That 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.</p><p><blockquote>也就是说，苹果股票在大幅回调后往往表现要好得多。因此，我认为今天购买股票的投资者不应该指望未来会获得类似 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 (<b>AAPL</b>) 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.</p><p><blockquote>苹果股票（<b>苹果</b>）继续向 3 万亿美元大关攀升。不过，虽然华尔街对苹果公司的一致评级仍为 “强力买入 ”，但并非所有分析师都认为，在可预见的未来，苹果公司的股价会从目前 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>在过去的几天里，两位对苹果持中立立场的专家发表了讲话。其中一位认为，该股票每股价值仅为 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 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.</p><p><blockquote>高盛（Goldman Sachs）的罗德-霍尔（Rod Hall）曾是一名看空者，几个月前他认输了，将苹果公司的头寸从卖出改为中性。然而，据 toTipRanks 称，这位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 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的平均收入。首先，他认为用户增长放缓至GDP水平。其次，Rod 认为 ARPU（每用户平均收入）将趋于稳定，他估计在疫情最严重的时期飙升了令人印象深刻的 20%。</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>高盛总结了其不太乐观的观点，指出假期期间美国、欧洲和中国 iPhone 交货时间的缩短可能是需求放缓的迹象。基本原理：如果 2021 年供应受到限制，交货时间缩短，那么这个等式中缺少的部分可能是设备需求的下降。</blockquote></p><p> Credit 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.</p><p><blockquote>瑞士信贷是最近在苹果上发表文章的另一家研究公司。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 AAPL 的评级从中性改为中性。相反，他强化了建议，并将目标价定为 150 美元。</blockquote></p><p> Mr. 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.</p><p><blockquote>巴德里先生的前任经常引用更长的交货时间作为需求超过供应的标志。随着供需动态接近平衡状态，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量订购了 iPhone 之后的几天。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·马文的观点</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和估值倍数不断扩大的股票，还是有话要说。</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 mixed reality and autonomous EV.</p><p><blockquote>我坚持对 AAPL 的看法：考虑到首先是服务领域的增长机会，然后是全新设备——想想混合现实和自动驾驶电动汽车，该股似乎是长期买入并持有的股票。</blockquote></p><p> That 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.</p><p><blockquote>也就是说，苹果股票在大幅回调后往往表现要好得多。因此，我认为今天购买股票的投资者不应该指望未来会获得类似 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":3118,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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,"idStr":"3586061751257522","authorIdStr":"3586061751257522"},"themes":[],"title":"","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)$</a>Please like and follow for daily updates ","listText":"(09/12)Today's pre-market GAINERS:<a href=\"https://laohu8.com/S/IINN\">$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)$</a>Please like and follow for daily updates ","text":"(09/12)Today's pre-market GAINERS:$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":3127,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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":3435,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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 Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1638860187,"share":"https://www.laohunote.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，库比蒂诺的股票相对于其他大盘股仍有吸引力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153232076","media":"Benzinga Earnings","summary":"Apple, Inc. shares are rebounding after the weakness witnessed late last week on reports of weaker i","content":"<p><b>Apple, Inc.</b> 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.</p><p><blockquote><b>苹果公司。</b>上周晚些时候因 iPhone 需求疲软的报道而出现疲软，股价正在反弹。KeyBanc Capital Markets 的一位分析师表示，尽管这些股票今年的估值很高，但仍然值得买入。</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 开始对苹果股票进行报道，给予跑赢大盘评级和 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>分析师尼斯佩尔在一份报告中表示，苹果的 iPhone 销量尚未见顶，近期的 5G 升级周期可能会推动苹果度过峰值。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 App Store.</p><p><blockquote>该分析师预计服务业的增长速度将比用户增长速度快数倍，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 的监管存在担忧。</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 亿部活跃安装 iPhone 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，AAPL 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>分析师表示，虽然该公司可能会对该业务进行健康的投资，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。</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：“虽然按历史估值计算，AAPL 价格昂贵，但鉴于 AAPL 卓越的投资回报率特性，我们发现 AAPL 相对于其他大盘股具有吸引力。”</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 的交易价格是该公司 2023 年 EBITDA 预期的 18.5 倍，而“大型科技”同行群体的平均水平为 15.3 倍。该公司表示，与同行相比，苹果的较低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，库比蒂诺的股票相对于其他大盘股仍有吸引力</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，库比蒂诺的股票相对于其他大盘股仍有吸引力</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 Earnings </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> 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.</p><p><blockquote><b>苹果公司。</b>上周晚些时候因 iPhone 需求疲软的报道而出现疲软，股价正在反弹。KeyBanc Capital Markets 的一位分析师表示，尽管这些股票今年的估值很高，但仍然值得买入。</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 开始对苹果股票进行报道，给予跑赢大盘评级和 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>分析师尼斯佩尔在一份报告中表示，苹果的 iPhone 销量尚未见顶，近期的 5G 升级周期可能会推动苹果度过峰值。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 App Store.</p><p><blockquote>该分析师预计服务业的增长速度将比用户增长速度快数倍，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 的监管存在担忧。</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 亿部活跃安装 iPhone 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，AAPL 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>分析师表示，虽然该公司可能会对该业务进行健康的投资，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。</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：“虽然按历史估值计算，AAPL 价格昂贵，但鉴于 AAPL 卓越的投资回报率特性，我们发现 AAPL 相对于其他大盘股具有吸引力。”</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 的交易价格是该公司 2023 年 EBITDA 预期的 18.5 倍，而“大型科技”同行群体的平均水平为 15.3 倍。该公司表示，与同行相比，苹果的较低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":3151,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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":3370,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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,"idStr":"3550036841517774","authorIdStr":"3550036841517774"},"themes":[],"title":"","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":3529,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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.laohunote.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>2 只势不可挡的股票，到 2030 年可能将 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>面对广泛的股市不安，投资者能做的最好的事情就是放眼长远。随着时间的推移，如今的噪音变得不那么重要，市场表现也趋于平滑。</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 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，市场就已经从互联网泡沫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担忧，但现在看起来像是任何长期市场图表上的小插曲。虽然我们仍处于新冠肺炎疫情，但十年后回顾这个时候，几乎没有理由认为它会有任何不同。</blockquote></p><p> Keeping that in mind, here are two stocks set to reward patient investors with the potential for fivefold growth by 2030.</p><p><blockquote>考虑到这一点，这里有两只股票将奖励有耐心的投资者，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. 数字海洋案例</blockquote></p><p> <b>DigitalOcean</b>(NYSE:DOCN)is in the cloud computing business, an industry dominated by tech royalty, including <b>Microsoft</b>, with its Azure platform, and <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，这是一个由科技版税主导的行业，包括<b>微软</b>及其Azure平台，以及<b>亚马逊</b>，使用亚马逊网络服务（AWS）。但 DigitalOcean 的优势实际上是其规模较小，因为它服务于对其庞大竞争对手来说可能过于小众的市场领域。</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性。它是为由可能不如普通AWS或Azure客户端开发知识的用户运行的小型应用程序设计的（例如，想想初创企业）。因此，它非常重视价格竞争，根据产品配置的不同，可以比AWS便宜56%。从带宽角度来看，定价低至每GB 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 price-to-sales ratio 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>如果 DigitalOcean 的股价要到 2030 年增长 400%，它需要在复合基础上每年增加 22.5% 的收入——假设其当前的市销率保持不变。自2018年以来，它已经轻松超过了大关。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 可能交付 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 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.</p><p><blockquote>由于该公司已经盈利，因此未来稀释性融资等中断风险要小得多。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面临着巨大的收入和盈利机会。</blockquote></p><p> 2. The case for Duolingo</p><p><blockquote>2. 多邻国的情况</blockquote></p><p> <b>Duolingo</b>(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.</p><p><blockquote><b>多邻国</b>（纳斯达克股票代码：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，该方法利用其经验教训制作了一款互动游戏。</blockquote></p><p> The Duolingo app is currently the highest-grossing app in the entire education category in <b>Alphabet</b>'s Google Play store, and it's the second-highest in <b>Apple</b>'s App Store.</p><p><blockquote>多邻国应用程序目前是整个教育类别中收入最高的应用程序<b>Alphabet</b>谷歌Play商店，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>尽管已经在全球被下载了5亿次，多邻国仍然有巨大的增长空间。该公司估计，目前全球有多达18亿人在学习一门语言，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来增加货币化以来，其收入的增长速度超过了其股票到 2030 年增长五倍所需的 22.5%。其每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，Duolingomight 最显着的增长还在前面。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%。到2022年，该公司估计印度将有5亿人首次接入互联网，这将大大增加Duolingo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 long-term focus.</p><p><blockquote>这是一家处于充满希望的增长阶段的早期阶段的公司，对于着眼于长期的投资者来说，从这里开始增长数倍是一个很好的赌注。</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>2 只势不可挡的股票，到 2030 年可能将 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>2 只势不可挡的股票，到 2030 年可能将 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>面对广泛的股市不安，投资者能做的最好的事情就是放眼长远。随着时间的推移，如今的噪音变得不那么重要，市场表现也趋于平滑。</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 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，市场就已经从互联网泡沫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担忧，但现在看起来像是任何长期市场图表上的小插曲。虽然我们仍处于新冠肺炎疫情，但十年后回顾这个时候，几乎没有理由认为它会有任何不同。</blockquote></p><p> Keeping that in mind, here are two stocks set to reward patient investors with the potential for fivefold growth by 2030.</p><p><blockquote>考虑到这一点，这里有两只股票将奖励有耐心的投资者，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. 数字海洋案例</blockquote></p><p> <b>DigitalOcean</b>(NYSE:DOCN)is in the cloud computing business, an industry dominated by tech royalty, including <b>Microsoft</b>, with its Azure platform, and <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，这是一个由科技版税主导的行业，包括<b>微软</b>及其Azure平台，以及<b>亚马逊</b>，使用亚马逊网络服务（AWS）。但 DigitalOcean 的优势实际上是其规模较小，因为它服务于对其庞大竞争对手来说可能过于小众的市场领域。</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性。它是为由可能不如普通AWS或Azure客户端开发知识的用户运行的小型应用程序设计的（例如，想想初创企业）。因此，它非常重视价格竞争，根据产品配置的不同，可以比AWS便宜56%。从带宽角度来看，定价低至每GB 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 price-to-sales ratio 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>如果 DigitalOcean 的股价要到 2030 年增长 400%，它需要在复合基础上每年增加 22.5% 的收入——假设其当前的市销率保持不变。自2018年以来，它已经轻松超过了大关。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 可能交付 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 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.</p><p><blockquote>由于该公司已经盈利，因此未来稀释性融资等中断风险要小得多。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面临着巨大的收入和盈利机会。</blockquote></p><p> 2. The case for Duolingo</p><p><blockquote>2. 多邻国的情况</blockquote></p><p> <b>Duolingo</b>(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.</p><p><blockquote><b>多邻国</b>（纳斯达克股票代码：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，该方法利用其经验教训制作了一款互动游戏。</blockquote></p><p> The Duolingo app is currently the highest-grossing app in the entire education category in <b>Alphabet</b>'s Google Play store, and it's the second-highest in <b>Apple</b>'s App Store.</p><p><blockquote>多邻国应用程序目前是整个教育类别中收入最高的应用程序<b>Alphabet</b>谷歌Play商店，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>尽管已经在全球被下载了5亿次，多邻国仍然有巨大的增长空间。该公司估计，目前全球有多达18亿人在学习一门语言，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来增加货币化以来，其收入的增长速度超过了其股票到 2030 年增长五倍所需的 22.5%。其每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，Duolingomight 最显着的增长还在前面。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%。到2022年，该公司估计印度将有5亿人首次接入互联网，这将大大增加Duolingo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 long-term focus.</p><p><blockquote>这是一家处于充满希望的增长阶段的早期阶段的公司，对于着眼于长期的投资者来说，从这里开始增长数倍是一个很好的赌注。</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":{"DUOL":"多邻国","DOCN":"DigitalOcean Holdings, Inc."},"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":896,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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":833,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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":871,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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.laohunote.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，财报公布后，迪士尼股价遭遇了一波负面情绪。</li><li>对新的新冠病毒变种（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·安格勒/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>对我来说，股票的情绪变化如此之快总是令人惊讶。前一分钟杯子是“半满”的，下一分钟是“半空”的。然而，这种反复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）现在当然属于这一类。</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>在几周前未能达到盈利预期以及奥密克戎变体对新冠病毒的担忧再次引发后，投资者似乎暂时将迪士尼投入了惩罚箱……自 11 月 8 日以来，迪士尼股价下跌了约 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>数据由YCharts提供</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想要在 2022 年拥有的股票类型。</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>该公司主题公园业务的“重新开放”曝光率以及 Disney+（以及 Hulu 和 ESPN+）业务的稳定经常性收入（和现金流）……我们相信这将是未来 6-12 个月的绝佳组合。</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>行业/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·迪士尼拥有一些全球最知名角色的版权，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中。迪士尼在皮克斯、漫威和卢卡斯影业等工作室下制作真人电影和动画电影，还运营包括ESPN和几个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，并新增了一个部门：直接面向消费者和国际。新的细分市场包括两个宣布的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两个部分合并为一个部分。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。我们将在下面深入探讨这些排名。</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，疫情对迪士尼来说很艰难，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了。更不用说公司对票房的依赖（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 财年每股收益将达到 4.25 美元。随着主题公园和剧院取消容量限制，该公司预计 2023 年和 2024 年盈利将进一步增长，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+ 用户数量将增加一倍以上（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1.7亿用户。与 Netflix（纳斯达克股票代码：NFLX）目前约 2.09 亿的用户群相比……迪士尼的订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大约8年才能完成的事情!</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极其强劲，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/上行潜力</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，目前其所有长期估值指标（远期）的交易价格都有相当大的折扣。</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，迪士尼目前的交易价格是 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，未来几年盈利预计每年将增长 25% 以上……这将有利于从这里开始进行小幅多重扩张。</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 美元的共识预期收益放置 25 倍-30 倍，则相当于 182.00 美元 - 219.00 美元的股价（比当前水平上涨 23%-48%）!</blockquote></p><p> <b>Cash-Secured Put Analysis</b></p><p><blockquote><b>现金担保看跌期权分析</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”，但如果您担心未来更多的下行波动，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期权交易时，我们关注的三个主要数据点是：</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），衡量预期资本回报率。<i>假设购股权完全以现金作抵押。</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允许您在期权交易中实现收支平衡的百分比。</li><li>Delta：看跌期权最终平价概率的一个很好的代表。</li></ul>现金担保看跌期权的缺点是你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存在负相关关系：给定行权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>现在让我们来看看迪士尼的现金担保看跌期权分析。我们专注于2022年1月21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 美元水平可能是这里的长期支撑。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 看跌期权（距到期 53 天）</b></i></blockquote></p><p> <ul> <li>Option Premium: ~$3.10 premium</p><p><blockquote><ul><li>期权溢价：~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>基于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，请考虑现金担保的看跌期权策略。</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，财报公布后，迪士尼股价遭遇了一波负面情绪。</li><li>对新的新冠病毒变种（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·安格勒/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>对我来说，股票的情绪变化如此之快总是令人惊讶。前一分钟杯子是“半满”的，下一分钟是“半空”的。然而，这种反复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）现在当然属于这一类。</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>在几周前未能达到盈利预期以及奥密克戎变体对新冠病毒的担忧再次引发后，投资者似乎暂时将迪士尼投入了惩罚箱……自 11 月 8 日以来，迪士尼股价下跌了约 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>数据由YCharts提供</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想要在 2022 年拥有的股票类型。</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>该公司主题公园业务的“重新开放”曝光率以及 Disney+（以及 Hulu 和 ESPN+）业务的稳定经常性收入（和现金流）……我们相信这将是未来 6-12 个月的绝佳组合。</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>行业/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·迪士尼拥有一些全球最知名角色的版权，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中。迪士尼在皮克斯、漫威和卢卡斯影业等工作室下制作真人电影和动画电影，还运营包括ESPN和几个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，并新增了一个部门：直接面向消费者和国际。新的细分市场包括两个宣布的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两个部分合并为一个部分。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。我们将在下面深入探讨这些排名。</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，疫情对迪士尼来说很艰难，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了。更不用说公司对票房的依赖（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 财年每股收益将达到 4.25 美元。随着主题公园和剧院取消容量限制，该公司预计 2023 年和 2024 年盈利将进一步增长，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+ 用户数量将增加一倍以上（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1.7亿用户。与 Netflix（纳斯达克股票代码：NFLX）目前约 2.09 亿的用户群相比……迪士尼的订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大约8年才能完成的事情!</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极其强劲，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/上行潜力</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，目前其所有长期估值指标（远期）的交易价格都有相当大的折扣。</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，迪士尼目前的交易价格是 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，未来几年盈利预计每年将增长 25% 以上……这将有利于从这里开始进行小幅多重扩张。</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 美元的共识预期收益放置 25 倍-30 倍，则相当于 182.00 美元 - 219.00 美元的股价（比当前水平上涨 23%-48%）!</blockquote></p><p> <b>Cash-Secured Put Analysis</b></p><p><blockquote><b>现金担保看跌期权分析</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”，但如果您担心未来更多的下行波动，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期权交易时，我们关注的三个主要数据点是：</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），衡量预期资本回报率。<i>假设购股权完全以现金作抵押。</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允许您在期权交易中实现收支平衡的百分比。</li><li>Delta：看跌期权最终平价概率的一个很好的代表。</li></ul>现金担保看跌期权的缺点是你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存在负相关关系：给定行权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>现在让我们来看看迪士尼的现金担保看跌期权分析。我们专注于2022年1月21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 美元水平可能是这里的长期支撑。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 看跌期权（距到期 53 天）</b></i></blockquote></p><p> <ul> <li>Option Premium: ~$3.10 premium</p><p><blockquote><ul><li>期权溢价：~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>基于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，请考虑现金担保的看跌期权策略。</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":1243,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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.laohunote.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，财报公布后，迪士尼股价遭遇了一波负面情绪。</li><li>对新的新冠病毒变种（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·安格勒/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>对我来说，股票的情绪变化如此之快总是令人惊讶。前一分钟杯子是“半满”的，下一分钟是“半空”的。然而，这种反复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）现在当然属于这一类。</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>在几周前未能达到盈利预期以及奥密克戎变体对新冠病毒的担忧再次引发后，投资者似乎暂时将迪士尼投入了惩罚箱……自 11 月 8 日以来，迪士尼股价下跌了约 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>数据由YCharts提供</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想要在 2022 年拥有的股票类型。</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>该公司主题公园业务的“重新开放”曝光率以及 Disney+（以及 Hulu 和 ESPN+）业务的稳定经常性收入（和现金流）……我们相信这将是未来 6-12 个月的绝佳组合。</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>行业/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·迪士尼拥有一些全球最知名角色的版权，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中。迪士尼在皮克斯、漫威和卢卡斯影业等工作室下制作真人电影和动画电影，还运营包括ESPN和几个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，并新增了一个部门：直接面向消费者和国际。新的细分市场包括两个宣布的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两个部分合并为一个部分。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。我们将在下面深入探讨这些排名。</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，疫情对迪士尼来说很艰难，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了。更不用说公司对票房的依赖（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 财年每股收益将达到 4.25 美元。随着主题公园和剧院取消容量限制，该公司预计 2023 年和 2024 年盈利将进一步增长，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+ 用户数量将增加一倍以上（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1.7亿用户。与 Netflix（纳斯达克股票代码：NFLX）目前约 2.09 亿的用户群相比……迪士尼的订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大约8年才能完成的事情!</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极其强劲，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/上行潜力</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，目前其所有长期估值指标（远期）的交易价格都有相当大的折扣。</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，迪士尼目前的交易价格是 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，未来几年盈利预计每年将增长 25% 以上……这将有利于从这里开始进行小幅多重扩张。</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 美元的共识预期收益放置 25 倍-30 倍，则相当于 182.00 美元 - 219.00 美元的股价（比当前水平上涨 23%-48%）!</blockquote></p><p> <b>Cash-Secured Put Analysis</b></p><p><blockquote><b>现金担保看跌期权分析</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”，但如果您担心未来更多的下行波动，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期权交易时，我们关注的三个主要数据点是：</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），衡量预期资本回报率。<i>假设购股权完全以现金作抵押。</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允许您在期权交易中实现收支平衡的百分比。</li><li>Delta：看跌期权最终平价概率的一个很好的代表。</li></ul>现金担保看跌期权的缺点是你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存在负相关关系：给定行权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>现在让我们来看看迪士尼的现金担保看跌期权分析。我们专注于2022年1月21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 美元水平可能是这里的长期支撑。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 看跌期权（距到期 53 天）</b></i></blockquote></p><p> <ul> <li>Option Premium: ~$3.10 premium</p><p><blockquote><ul><li>期权溢价：~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>基于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，请考虑现金担保的看跌期权策略。</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，财报公布后，迪士尼股价遭遇了一波负面情绪。</li><li>对新的新冠病毒变种（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·安格勒/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>对我来说，股票的情绪变化如此之快总是令人惊讶。前一分钟杯子是“半满”的，下一分钟是“半空”的。然而，这种反复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）现在当然属于这一类。</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>在几周前未能达到盈利预期以及奥密克戎变体对新冠病毒的担忧再次引发后，投资者似乎暂时将迪士尼投入了惩罚箱……自 11 月 8 日以来，迪士尼股价下跌了约 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>数据由YCharts提供</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想要在 2022 年拥有的股票类型。</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>该公司主题公园业务的“重新开放”曝光率以及 Disney+（以及 Hulu 和 ESPN+）业务的稳定经常性收入（和现金流）……我们相信这将是未来 6-12 个月的绝佳组合。</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>行业/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·迪士尼拥有一些全球最知名角色的版权，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中。迪士尼在皮克斯、漫威和卢卡斯影业等工作室下制作真人电影和动画电影，还运营包括ESPN和几个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，并新增了一个部门：直接面向消费者和国际。新的细分市场包括两个宣布的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两个部分合并为一个部分。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。我们将在下面深入探讨这些排名。</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，疫情对迪士尼来说很艰难，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了。更不用说公司对票房的依赖（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 财年每股收益将达到 4.25 美元。随着主题公园和剧院取消容量限制，该公司预计 2023 年和 2024 年盈利将进一步增长，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+ 用户数量将增加一倍以上（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1.7亿用户。与 Netflix（纳斯达克股票代码：NFLX）目前约 2.09 亿的用户群相比……迪士尼的订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大约8年才能完成的事情!</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极其强劲，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/上行潜力</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，目前其所有长期估值指标（远期）的交易价格都有相当大的折扣。</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，迪士尼目前的交易价格是 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，未来几年盈利预计每年将增长 25% 以上……这将有利于从这里开始进行小幅多重扩张。</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 美元的共识预期收益放置 25 倍-30 倍，则相当于 182.00 美元 - 219.00 美元的股价（比当前水平上涨 23%-48%）!</blockquote></p><p> <b>Cash-Secured Put Analysis</b></p><p><blockquote><b>现金担保看跌期权分析</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”，但如果您担心未来更多的下行波动，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期权交易时，我们关注的三个主要数据点是：</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），衡量预期资本回报率。<i>假设购股权完全以现金作抵押。</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允许您在期权交易中实现收支平衡的百分比。</li><li>Delta：看跌期权最终平价概率的一个很好的代表。</li></ul>现金担保看跌期权的缺点是你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存在负相关关系：给定行权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>现在让我们来看看迪士尼的现金担保看跌期权分析。我们专注于2022年1月21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 美元水平可能是这里的长期支撑。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 看跌期权（距到期 53 天）</b></i></blockquote></p><p> <ul> <li>Option Premium: ~$3.10 premium</p><p><blockquote><ul><li>期权溢价：~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>基于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，请考虑现金担保的看跌期权策略。</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":1249,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","htmlText":"Like 👍 ","listText":"Like 👍 ","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":1380,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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":1278,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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":1290,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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.laohunote.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>特斯拉的埃隆-马斯克又发了一封电子邮件。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>特斯拉首席执行官埃隆-马斯克（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支出，以满足季度末的交付高峰。这个理由似乎是合理的，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>马斯克希望最大限度地降低第四季度交付的成本。他认为特斯拉（股票代码：TSLA）没有理由在任何一个季度的几周内超支，结果却在下一个季度的前几周看到交付量暴跌。这不是工作或消费的最佳周期。</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>“从六个月的时间来看，我们不会有任何额外的汽车，但在每个季度的最后两周，我们会花很多额外的钱和精疲力竭来加快交付速度，”邮件中写道。“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>现在可能是合适的时机，因为特斯拉正在从两家生产汽车的工厂增加到四家工厂。更大的装配能力可能会使未来几个季度的交付速度更容易管理。</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，投资者想要高交付量和高收益。当第四季度交付在新年伊始公布时，打破季度末大量交付的模式可能会导致一些不必要的股票波动。</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，马斯克还是很早就设定了预期，如果交付模式像马斯克建议的那样得到平滑，这一变化应该会产生一个季度的影响。</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，投资者不能真的认为这一变化会导致糟糕的交付数据或令人失望的盈利。马斯克可能决定发送这封电子邮件，因为交付数字看起来很可靠。就是没办法知道。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>如果特斯拉减少汽车交付支出，汽车利润率也有可能提高。当特斯拉在 2022 年 1 月底左右公布季度收益时，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>在最近的发送电子邮件之前，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，较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&P 500 and Dow Jones Industrial Average.</p><p><blockquote>进入周一交易，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>特斯拉的埃隆-马斯克又发了一封电子邮件。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>特斯拉的埃隆-马斯克又发了一封电子邮件。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>特斯拉首席执行官埃隆-马斯克（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支出，以满足季度末的交付高峰。这个理由似乎是合理的，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>马斯克希望最大限度地降低第四季度交付的成本。他认为特斯拉（股票代码：TSLA）没有理由在任何一个季度的几周内超支，结果却在下一个季度的前几周看到交付量暴跌。这不是工作或消费的最佳周期。</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>“从六个月的时间来看，我们不会有任何额外的汽车，但在每个季度的最后两周，我们会花很多额外的钱和精疲力竭来加快交付速度，”邮件中写道。“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>现在可能是合适的时机，因为特斯拉正在从两家生产汽车的工厂增加到四家工厂。更大的装配能力可能会使未来几个季度的交付速度更容易管理。</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，投资者想要高交付量和高收益。当第四季度交付在新年伊始公布时，打破季度末大量交付的模式可能会导致一些不必要的股票波动。</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，马斯克还是很早就设定了预期，如果交付模式像马斯克建议的那样得到平滑，这一变化应该会产生一个季度的影响。</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，投资者不能真的认为这一变化会导致糟糕的交付数据或令人失望的盈利。马斯克可能决定发送这封电子邮件，因为交付数字看起来很可靠。就是没办法知道。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>如果特斯拉减少汽车交付支出，汽车利润率也有可能提高。当特斯拉在 2022 年 1 月底左右公布季度收益时，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>在最近的发送电子邮件之前，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，较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&P 500 and Dow Jones Industrial Average.</p><p><blockquote>进入周一交易，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":1297,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097486973156010","authorIdStr":"4097486973156010"},"themes":[],"title":"","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,"idStr":"3586061751257522","authorIdStr":"3586061751257522"},"themes":[],"title":"","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)$</a>Please like and follow for daily updates ","listText":"(23/11)Today's pre-market LOSERS:<a href=\"https://laohu8.com/S/GTEC\">$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)$</a>Please like and follow for daily updates ","text":"(23/11)Today's pre-market LOSERS:$Greenland Technologies Holding Corporation(GTEC)$$Theravance Biopharma(TBPH)$$Longeveron Inc(LGVN)$$Adamis Pharmaceuticals(ADMP)$$Best Buy(BBY)$Please like and follow for daily 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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 than 2%.</p><p><blockquote>大型科技股在周一早盘交易中下跌.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":{"AAPL":"苹果","MSFT":"微软","GOOGL":"谷歌A","FB":"ProShares S&P 500 Dynamic Buffer ETF","AMZN":"亚马逊"},"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 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