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stevenkwb
2021-12-21
Nice
Palantir: 3 Reasons Against It And Why It's Still A Buy<blockquote>Palantir:反对它的3个理由以及为什么它仍然值得买入</blockquote>
stevenkwb
2021-12-12
This is sad. Like for like
Grab shares dropped another 9% in morning trading<blockquote>Grab股价早盘再下跌9%</blockquote>
stevenkwb
2021-12-10
Interesting
抱歉,原内容已删除
stevenkwb
2021-12-09
Not baddd
Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%,创新高</blockquote>
stevenkwb
2021-12-08
Niceeee
Apple shares rose more than 3% to a new high<blockquote>苹果股价上涨超过3%,创下新高</blockquote>
stevenkwb
2021-12-03
Ssaddddd
抱歉,原内容已删除
stevenkwb
2021-12-02
Go go go
Grab stock Skyrocketed 32% in premarket trading<blockquote>Grab股价在盘前交易中飙升32%</blockquote>
stevenkwb
2021-12-02
Still good
Apple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过1%</blockquote>
stevenkwb
2021-12-02
$Altimeter Growth Corp.(AGC)$
😂😂😂
stevenkwb
2021-12-01
🤦🏻🤦🏻🤦🏻
Xpeng Motors shares changed from up to down by 4%<blockquote>小鹏汽车股价由涨转跌4%</blockquote>
stevenkwb
2021-12-01
Nice
Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong<blockquote>小鹏汽车、理想汽车港股大涨约8%</blockquote>
stevenkwb
2021-12-01
$XPeng Inc.(XPEV)$
Ten ten ten…
stevenkwb
2021-11-28
Interesting
3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond<blockquote>2021年及以后值得买入的3只领先软件即服务股票</blockquote>
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Listening to the bears' arguments is a good ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir Technologies is a battleground stock. Listening to the bears' arguments is a good idea for bulls.</li> <li>PLTR dilutes its shareholders, but that is not necessarily a huge problem.</li> <li>Despite some interest rate headwinds, PLTR seems like a good investment to me, thanks to a strong moat and great growth outlook.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7230cdd890b86f9941b99b1503d04049\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>spxChrome/E+ via Getty Images</span></p><p><blockquote><ul><li>Palantir Technologies是一只战场股票。听空头的论点对多头来说是个好主意。</li><li>PLTR稀释了其股东,但这不一定是一个大问题。</li><li>尽管存在一些利率阻力,但PLTR对我来说似乎是一项不错的投资,这要归功于强大的护城河和巨大的增长前景。</li></ul><p class=\"t-img-caption\"><span>spxChrome/E+来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) is an embattled growth stock, and in recent weeks, bears have been winning as shares continued to decline. There are, indeed some important bear arguments, such as dilution, reliance on government contracts, and rising interest rates. I do, however, still believe that Palantir Technologies is an attractive long-term investment, due to the act that its technology could lead to massive growth for many years to come.</p><p><blockquote>Palantir Technologies(PLTR)是一只陷入困境的成长型股票,最近几周,随着股价持续下跌,空头一直在获胜。确实有一些重要的看跌论点,例如稀释、对政府合同的依赖以及利率上升。然而,我仍然相信Palantir Technologies是一项有吸引力的长期投资,因为其技术可能会在未来许多年带来巨大增长。</blockquote></p><p> <b>3 Issues Brought Up By Bears</b></p><p><blockquote><b>空头提出的3个问题</b></blockquote></p><p> Palantir is a growth stock that brings out highly convinced bulls as well as highly convinced bears. Generally, I am in the bullish camp here, but taking a look at the bear arguments can be a good idea as well. Three of the most common arguments against Palantir are the following ones:</p><p><blockquote>Palantir是一只成长型股票,可以带来高度确信的多头和高度确信的空头。总的来说,我在这里是看涨阵营,但看看看跌的论点也是一个好主意。反对Palantir的三个最常见的论点如下:</blockquote></p><p> <b>1. Shareholder Dilution</b></p><p><blockquote><b>1.股东稀释</b></blockquote></p><p> Growth on a company-wide basis is important, but growth on a per-share basis is even more important. There are many examples that show that changes in a company's share count can create or destroy a lot of shareholder value. Apple (AAPL), for example, has seen its net income grow by roughly 190% over the last decade:</p><p><blockquote>全公司的增长很重要,但每股的增长更重要。有许多例子表明,公司股票数量的变化可以创造或破坏大量股东价值。例如,苹果(AAPL)的净利润在过去十年中增长了约190%:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b5263c8346cfbbb898f1d1ac9a5bead\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Thanks to a declining share count, its earnings per share rose by a much more attractive 350%, however -- buybacks created a lot of shareholder value. There are also examples where a rising share count destroyed a lot of shareholder value, e.g. at Citigroup (C):</p><p><blockquote>然而,由于股票数量下降,其每股收益增长了更具吸引力的350%——回购创造了大量股东价值。也有股票数量增加破坏了大量股东价值的例子,例如花旗集团(C):</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc39008812f5e2d0082dedc95b025c68\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Massive share issuance during the Great Recession has resulted in a 75% earnings per share decline since 2007, even though net profits were up over the same time frame. Looking at the changes in a company's share count thus makes sense, as those changes can have a large impact in the long run. At Palantir, we see that the share count has been rising considerably since the company went public. During the most recent quarter, Palantir's share count looked like this:</p><p><blockquote>自2007年以来,大衰退期间的大规模股票发行导致每股收益下降75%,尽管同期净利润有所增长。因此,关注公司股票数量的变化是有意义的,因为从长远来看,这些变化可能会产生很大的影响。在Palantir,我们看到自公司上市以来,股票数量一直在大幅增加。最近一个季度,Palantir的股票数量如下所示:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/917ca4d7a390ced61d7c92d528f84fc1\" tg-width=\"640\" tg-height=\"539\" width=\"100%\" height=\"auto\"><span>Source: Palantir Press Release</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir新闻稿</span></p></blockquote></p><p> Compared to the second quarter, Palantir's average share count was 1.895 billion, which makes for a 3.5% quarterly increase, which pencils out to an annual growth rate in the mid-teens. That is, of course, not negligible at all, and bears to have an argument when they state that shareholders get diluted at a meaningful pace. On the other hand, Palantir's business growth rate is way higher than 3% per quarter, as the company has guided for ~40% revenue growth this year, and since Palantir should also deliver outsized business growth in the coming years. Even if Palantir's share count were to climb by 10%-15% a year going forward, revenue per share would still climb by 25%+ a year thanks to the fact that PLTR is growing rapidly. I also believe that dilution will, over the years, decline. Not only has this been the case at many other growth companies, e.g. Amazon (AMZN), Alphabet (GOOG), or Meta (FB), but it is also logical from an option rewards perspective. Option rewards are especially generous when a company is not yet publicly traded and when its future is still more uncertain, but as a company matures, employees get more comfortable as risks for the company decline, and they do not demand large option packages any longer. Last but not least, Palantir also generates strong free cash flows that should allow the company to do share buybacks in the future, which should help improve the dilution rate as well.</p><p><blockquote>与第二季度相比,Palantir的平均股票数量为18.95亿股,季度增长3.5%,年增长率在十几岁左右。当然,这一点根本不可忽视,当他们说股东以有意义的速度被稀释时,就值得争论。另一方面,Palantir的业务增长率远高于每季度3%,因为该公司预计今年的收入增长约为40%,而且Palantir也应该在未来几年实现巨大的业务增长。即使Palantir的股票数量未来每年增长10%-15%,由于PLTR的快速增长,每股收入仍将每年增长25%以上。我还相信,随着时间的推移,稀释度将会下降。这不仅适用于许多其他成长型公司,例如亚马逊(AMZN)、Alphabet(GOOG)或Meta(FB),但从期权回报的角度来看,这也是合乎逻辑的。当一家公司尚未公开交易且其未来仍然更加不确定时,期权奖励尤其丰厚,但随着公司成熟,随着公司风险的下降,员工会变得更加舒适,他们不再要求大笔期权套餐。最后但并非最不重要的是,Palantir还产生了强劲的自由现金流,这应该使该公司能够在未来进行股票回购,这也应该有助于提高稀释率。</blockquote></p><p> <b>2. Reliance on government contracts</b></p><p><blockquote><b>2.对政府合同的依赖</b></blockquote></p><p></p><p> In a recent bearish article, fellow Seeking Alpha contributor On The Pulse argued that Palantir was overvalued and that its reliance on government contracts was an issue. Palantir Technologies is, indeed, reliant on government contracts to a large degree today, but I do not believe that this is a major issue. First, Palantir has diversified away from government contracts in the recent past, thanks to massive growth in its commercial business:</p><p><blockquote>在最近的一篇看跌文章中,The Pulse的Seeking Alpha撰稿人认为Palantir被高估,其对政府合同的依赖是一个问题。Palantir Technologies如今确实在很大程度上依赖政府合同,但我不认为这是一个主要问题。首先,由于商业业务的大幅增长,Palantir最近实现了多元化,摆脱了政府合同:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de23409915ee3811691b986a42ece899\" tg-width=\"640\" tg-height=\"308\" width=\"100%\" height=\"auto\"><span>Source: Palantir Technologies presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir技术演示</span></p></blockquote></p><p> In fact, Palantir's commercial business has been growing much faster than its government business in the recent past, which shows that commercial customers from all kinds of industries apparently see a lot of value in Palantir's technology -- otherwise, they wouldn't be buying at a rapid pace. With</p><p><blockquote>事实上,Palantir的商业业务近年来的增长速度远远快于其政府业务,这表明来自各个行业的商业客户显然看到了Palantir技术的巨大价值——否则,他们不会购买Palantir技术。速度很快。和</blockquote></p><p> With the commercial business growth rate outpacing the government business growth rate, Palantir will, over the years, become a company that is less and less dependent on government contracts, and that will ultimately turn into a B2B-focused software/technology player. Even if Palantir were to remain a government-focused company forever, which seems unlikely based on the current growth rates of the individual business units, that would not necessarily be an issue. Working for the government means that there is very little counterparty risk and that existing relations can easily be used to get future contracts. Last but not least, with government budgets rising relatively steadily, good government connections allow for considerable growth opportunities -- especially in the defense tech/security tech space Palantir is active in, as there is a huge need for further investments in this space.</p><p><blockquote>随着商业业务增长率超过政府业务增长率,Palantir将在多年后成为一家越来越不依赖政府合同的公司,并最终成为一家专注于B2B的软件/技术公司。即使Palantir永远是一家以政府为中心的公司(根据各个业务部门目前的增长率,这似乎不太可能),但这也不一定是一个问题。为政府工作意味着交易对手风险很小,现有关系可以很容易地用来获得未来的合同。最后但并非最不重要的一点是,随着政府预算相对稳定地增长,良好的政府关系带来了相当大的增长机会——特别是在Palantir活跃的国防技术/安全技术领域,因为该领域非常需要进一步投资。</blockquote></p><p> The claim that a government focus leads to lacking scalability is also false, I believe. Per Palantir's most recent quarterly report (linked above), its operating expenses rose by $9 million between Q3 2020 and Q3 2021 -- whereas revenues rose by $103 million in the same time frame. This backs out changes in share-based compensation. If one were to include those SBC expenses, Palantir's expenses actually<i>declined</i>year-over-year while the company managed to grow its revenue by close to 40%. The claim that Palantir will not generate any scale advantages over the years thus seems to be unfounded, I believe. Instead, the data suggest that Palantir will be able to grow its margins considerably -- the company was able to grow its adjusted gross profit by a massive $90 million while growing its adjusted operating expenses by just $9 million -- making for excellent operating leverage.</p><p><blockquote>我认为,政府关注导致缺乏可扩展性的说法也是错误的。根据Palantir最新的季度报告(上面链接),2020年第三季度至2021年第三季度期间,其运营费用增加了900万美元,而同期收入增加了1.03亿美元。这抵消了股权激励的变化。如果将这些SBC费用包括在内,Palantir的费用实际上<i>拒绝</i>而该公司的收入同比增长了近40%。因此,我认为Palantir多年来不会产生任何规模优势的说法似乎是没有根据的。相反,数据表明Palantir将能够大幅提高其利润率——该公司调整后毛利润大幅增长9000万美元,而调整后运营费用仅增长900万美元——从而实现出色的运营杠杆。</blockquote></p><p> <b>3. Exposure to rising rates</b></p><p><blockquote><b>3.利率上升的风险</b></blockquote></p><p> Massive inflation will force the Fed to raise rates in 2022 and beyond, and that could be an issue for growth stocks. Companies that are not profitable today, or that have the vast majority of their profits in the distant future, are more exposed to a rising discount rate compared to companies that have low or no growth and that generate a large amount of all future profits in the near term. This could result in outperformance of value stocks versus growth stocks in the coming years, I believe. Palantir, which is not profitable yet, naturally belongs in the \"growth\" bucket that could see an above-average impact from rising interest rates. There is no real counter-argument here, I believe -- it is indeed true that the impact of rising rates on Palantir, all else equal, will be larger compared to a value stock like AbbVie (ABBV), for example.</p><p><blockquote>大规模通胀将迫使美联储在2022年及以后加息,这可能是成长型股票的一个问题。与增长较低或没有增长且在短期内产生大量未来利润的公司相比,今天不盈利或绝大多数利润在遥远未来的公司更容易面临贴现率上升的风险。我相信,这可能会导致未来几年价值股优于成长股。Palantir尚未盈利,自然属于“增长”类别,利率上升可能会产生高于平均水平的影响。我认为,这里没有真正的反驳——确实,在其他条件相同的情况下,利率上升对Palantir的影响将比艾伯维(ABBV)等价值股更大。</blockquote></p><p> This being an incremental negative for Palantir doesn't mean that shares have to be avoided under any circumstances, however. Indeed, even despite some potential headwinds from rising rates, Palantir could still be an attractive investment if other arguments have a larger weight -- I believe this to be true, as I see PLTR's massive growth potential and huge moat outweighing some near-term headwinds from rising rates.</p><p><blockquote>然而,这对Palantir来说是一个增量负面影响,并不意味着在任何情况下都必须避免股票。事实上,即使利率上升带来了一些潜在的阻力,如果其他论点具有更大的权重,Palantir仍然可能是一项有吸引力的投资——我相信这是真的,因为我认为PLTR巨大的增长潜力和巨大的护城河超过了近期的一些阻力来自利率上升。</blockquote></p><p> <b>Why Palantir Is Still Attractive</b></p><p><blockquote><b>为什么Palantir仍然有吸引力</b></blockquote></p><p> Bears bring up a range of arguments against Palantir, and as shown above, those can have merit. I believe that they might be overblown in some cases, but taking a look at the bear's arguments doesn't hurt -- in fact, it seems like a good idea to look at both sides in order to make a more informed decision. Dilution is indeed an issue, although I do not believe that this will be too much of a headwind, since PLTR's business growth easily outpaces dilution and since dilution, overall, should slow down over the years. Government reliance will wane over the years due to an above-average commercial business growth rate, and in general, doing business with the government is not a bad thing anyway. The claim that PLTR lacks scalability seems to be false, from what I see in PLTR's data.</p><p><blockquote>看空者提出了一系列反对Palantir的论点,如上所示,这些论点可能有其优点。我相信在某些情况下他们可能被夸大了,但看看空头的论点并没有什么坏处——事实上,为了做出更明智的决定,看看双方似乎是个好主意。稀释确实是一个问题,尽管我不认为这会是太大的阻力,因为PLTR的业务增长很容易超过稀释,而且总体而言,稀释应该会在几年内放缓。由于高于平均水平的商业业务增长率,对政府的依赖将会随着时间的推移而减弱,总的来说,与政府做生意无论如何都不是一件坏事。从我在PLTR的数据中看到的来看,PLTR缺乏可扩展性的说法似乎是错误的。</blockquote></p><p></p><p> Palantir is, despite these arguments, attractive, I believe: The company is growing rapidly, has decades-long growth potential in both its government business as well as on the commercial side, and Palantir seems to have a very wide moat. This combination could turn Palantir into one of the largest and most important companies eventually -- although investors shouldn't expect this to happen in the very near term. Instead, I believe that there is a good chance that Palantir will grow at a considerable rate throughout the 2020s and beyond, as our world becomes ever more data-hungry -- both governments, as well as enterprises, will try to get the most value out of all of this data, and Palantir, with its tailored solutions, will be there to offer that value to its customers. With new tools such as the recently-showcased Foundry for crypto, Palantir is at the forefront of all kinds of emerging technologies. Thanks to the fact that Palantir has access to top talent -- the result of SBC and of an excellent working environment-- I believe that there is a good chance that Palantir will be able to be highly competitive in all kinds of future markets in the Big Data/AI space that may not even exist yet.</p><p><blockquote>尽管有这些论点,我相信Palantir仍然很有吸引力:该公司发展迅速,在政府业务和商业方面都具有数十年的增长潜力,而且Palantir似乎拥有非常宽的护城河。这种合并最终可能会将Palantir变成最大、最重要的公司之一——尽管投资者不应指望这种情况会在短期内发生。相反,我相信Palantir很有可能在整个2020年代及以后以相当大的速度增长,因为我们的世界变得越来越需要数据——政府和企业都将努力获得最大的价值从所有这些数据中获得,Palantir将凭借其量身定制的解决方案,为其客户提供这种价值。凭借最近展示的Foundry for Crypto等新工具,Palantir处于各种新兴技术的前沿。由于Palantir能够接触到顶尖人才——SBC的结果和良好的工作环境——我相信Palantir很有可能能够在未来的各种市场中具有高度竞争力。大数据/人工智能领域可能还不存在。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> In general, I am not much of a growth investor -- instead, I primarily focus on attractively priced stocks with strong cash flows, oftentimes those that pay dividends. Palantir, however, is somewhat of an outlier in my portfolio -- it's a growth stock, it is not really profitable yet, and most of its potential is years away. Due to the highly attractive combination of a massive market opportunity, excellent talent, and a wide moat, Palantir still seems like an attractive long-term investment to me. This isn't a stock that will make investors rich quickly, but I believe that there is a very good chance that Palantir will turn into a very dominant, important company over the next 10+ years. At 19x next year's revenue, PLTR is not cheap, but when we expect that the company will grow at a strong rate for many years, that also doesn't seem outlandish to me at all. It makes sense to listen to the bears' arguments, but I believe that the pros outweigh the cons here.</p><p><blockquote>总的来说,我不是一个成长型投资者——相反,我主要关注价格有吸引力、现金流强劲的股票,通常是那些支付股息的股票。然而,Palantir在我的投资组合中有点异类——它是一只成长型股票,尚未真正盈利,而且其大部分潜力还需要数年时间。由于巨大的市场机会、优秀的人才和宽阔的护城河的极具吸引力的组合,Palantir对我来说仍然是一项有吸引力的长期投资。这不是一只能让投资者快速致富的股票,但我相信Palantir很有可能在未来10多年成为一家非常占主导地位的重要公司。PLTR明年收入的19倍并不便宜,但当我们预计该公司将在许多年内以强劲的速度增长时,这对我来说一点也不奇怪。听空头的论点是有道理的,但我相信这里利大于弊。</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>Palantir: 3 Reasons Against It And Why It's Still A Buy<blockquote>Palantir:反对它的3个理由以及为什么它仍然值得买入</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\">\nPalantir: 3 Reasons Against It And Why It's Still A Buy<blockquote>Palantir:反对它的3个理由以及为什么它仍然值得买入</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\">2021-12-21 11:26</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>Palantir Technologies is a battleground stock. Listening to the bears' arguments is a good idea for bulls.</li> <li>PLTR dilutes its shareholders, but that is not necessarily a huge problem.</li> <li>Despite some interest rate headwinds, PLTR seems like a good investment to me, thanks to a strong moat and great growth outlook.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7230cdd890b86f9941b99b1503d04049\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>spxChrome/E+ via Getty Images</span></p><p><blockquote><ul><li>Palantir Technologies是一只战场股票。听空头的论点对多头来说是个好主意。</li><li>PLTR稀释了其股东,但这不一定是一个大问题。</li><li>尽管存在一些利率阻力,但PLTR对我来说似乎是一项不错的投资,这要归功于强大的护城河和巨大的增长前景。</li></ul><p class=\"t-img-caption\"><span>spxChrome/E+来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) is an embattled growth stock, and in recent weeks, bears have been winning as shares continued to decline. There are, indeed some important bear arguments, such as dilution, reliance on government contracts, and rising interest rates. I do, however, still believe that Palantir Technologies is an attractive long-term investment, due to the act that its technology could lead to massive growth for many years to come.</p><p><blockquote>Palantir Technologies(PLTR)是一只陷入困境的成长型股票,最近几周,随着股价持续下跌,空头一直在获胜。确实有一些重要的看跌论点,例如稀释、对政府合同的依赖以及利率上升。然而,我仍然相信Palantir Technologies是一项有吸引力的长期投资,因为其技术可能会在未来许多年带来巨大增长。</blockquote></p><p> <b>3 Issues Brought Up By Bears</b></p><p><blockquote><b>空头提出的3个问题</b></blockquote></p><p> Palantir is a growth stock that brings out highly convinced bulls as well as highly convinced bears. Generally, I am in the bullish camp here, but taking a look at the bear arguments can be a good idea as well. Three of the most common arguments against Palantir are the following ones:</p><p><blockquote>Palantir是一只成长型股票,可以带来高度确信的多头和高度确信的空头。总的来说,我在这里是看涨阵营,但看看看跌的论点也是一个好主意。反对Palantir的三个最常见的论点如下:</blockquote></p><p> <b>1. Shareholder Dilution</b></p><p><blockquote><b>1.股东稀释</b></blockquote></p><p> Growth on a company-wide basis is important, but growth on a per-share basis is even more important. There are many examples that show that changes in a company's share count can create or destroy a lot of shareholder value. Apple (AAPL), for example, has seen its net income grow by roughly 190% over the last decade:</p><p><blockquote>全公司的增长很重要,但每股的增长更重要。有许多例子表明,公司股票数量的变化可以创造或破坏大量股东价值。例如,苹果(AAPL)的净利润在过去十年中增长了约190%:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b5263c8346cfbbb898f1d1ac9a5bead\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Thanks to a declining share count, its earnings per share rose by a much more attractive 350%, however -- buybacks created a lot of shareholder value. There are also examples where a rising share count destroyed a lot of shareholder value, e.g. at Citigroup (C):</p><p><blockquote>然而,由于股票数量下降,其每股收益增长了更具吸引力的350%——回购创造了大量股东价值。也有股票数量增加破坏了大量股东价值的例子,例如花旗集团(C):</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc39008812f5e2d0082dedc95b025c68\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Massive share issuance during the Great Recession has resulted in a 75% earnings per share decline since 2007, even though net profits were up over the same time frame. Looking at the changes in a company's share count thus makes sense, as those changes can have a large impact in the long run. At Palantir, we see that the share count has been rising considerably since the company went public. During the most recent quarter, Palantir's share count looked like this:</p><p><blockquote>自2007年以来,大衰退期间的大规模股票发行导致每股收益下降75%,尽管同期净利润有所增长。因此,关注公司股票数量的变化是有意义的,因为从长远来看,这些变化可能会产生很大的影响。在Palantir,我们看到自公司上市以来,股票数量一直在大幅增加。最近一个季度,Palantir的股票数量如下所示:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/917ca4d7a390ced61d7c92d528f84fc1\" tg-width=\"640\" tg-height=\"539\" width=\"100%\" height=\"auto\"><span>Source: Palantir Press Release</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir新闻稿</span></p></blockquote></p><p> Compared to the second quarter, Palantir's average share count was 1.895 billion, which makes for a 3.5% quarterly increase, which pencils out to an annual growth rate in the mid-teens. That is, of course, not negligible at all, and bears to have an argument when they state that shareholders get diluted at a meaningful pace. On the other hand, Palantir's business growth rate is way higher than 3% per quarter, as the company has guided for ~40% revenue growth this year, and since Palantir should also deliver outsized business growth in the coming years. Even if Palantir's share count were to climb by 10%-15% a year going forward, revenue per share would still climb by 25%+ a year thanks to the fact that PLTR is growing rapidly. I also believe that dilution will, over the years, decline. Not only has this been the case at many other growth companies, e.g. Amazon (AMZN), Alphabet (GOOG), or Meta (FB), but it is also logical from an option rewards perspective. Option rewards are especially generous when a company is not yet publicly traded and when its future is still more uncertain, but as a company matures, employees get more comfortable as risks for the company decline, and they do not demand large option packages any longer. Last but not least, Palantir also generates strong free cash flows that should allow the company to do share buybacks in the future, which should help improve the dilution rate as well.</p><p><blockquote>与第二季度相比,Palantir的平均股票数量为18.95亿股,季度增长3.5%,年增长率在十几岁左右。当然,这一点根本不可忽视,当他们说股东以有意义的速度被稀释时,就值得争论。另一方面,Palantir的业务增长率远高于每季度3%,因为该公司预计今年的收入增长约为40%,而且Palantir也应该在未来几年实现巨大的业务增长。即使Palantir的股票数量未来每年增长10%-15%,由于PLTR的快速增长,每股收入仍将每年增长25%以上。我还相信,随着时间的推移,稀释度将会下降。这不仅适用于许多其他成长型公司,例如亚马逊(AMZN)、Alphabet(GOOG)或Meta(FB),但从期权回报的角度来看,这也是合乎逻辑的。当一家公司尚未公开交易且其未来仍然更加不确定时,期权奖励尤其丰厚,但随着公司成熟,随着公司风险的下降,员工会变得更加舒适,他们不再要求大笔期权套餐。最后但并非最不重要的是,Palantir还产生了强劲的自由现金流,这应该使该公司能够在未来进行股票回购,这也应该有助于提高稀释率。</blockquote></p><p> <b>2. Reliance on government contracts</b></p><p><blockquote><b>2.对政府合同的依赖</b></blockquote></p><p></p><p> In a recent bearish article, fellow Seeking Alpha contributor On The Pulse argued that Palantir was overvalued and that its reliance on government contracts was an issue. Palantir Technologies is, indeed, reliant on government contracts to a large degree today, but I do not believe that this is a major issue. First, Palantir has diversified away from government contracts in the recent past, thanks to massive growth in its commercial business:</p><p><blockquote>在最近的一篇看跌文章中,The Pulse的Seeking Alpha撰稿人认为Palantir被高估,其对政府合同的依赖是一个问题。Palantir Technologies如今确实在很大程度上依赖政府合同,但我不认为这是一个主要问题。首先,由于商业业务的大幅增长,Palantir最近实现了多元化,摆脱了政府合同:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de23409915ee3811691b986a42ece899\" tg-width=\"640\" tg-height=\"308\" width=\"100%\" height=\"auto\"><span>Source: Palantir Technologies presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir技术演示</span></p></blockquote></p><p> In fact, Palantir's commercial business has been growing much faster than its government business in the recent past, which shows that commercial customers from all kinds of industries apparently see a lot of value in Palantir's technology -- otherwise, they wouldn't be buying at a rapid pace. With</p><p><blockquote>事实上,Palantir的商业业务近年来的增长速度远远快于其政府业务,这表明来自各个行业的商业客户显然看到了Palantir技术的巨大价值——否则,他们不会购买Palantir技术。速度很快。和</blockquote></p><p> With the commercial business growth rate outpacing the government business growth rate, Palantir will, over the years, become a company that is less and less dependent on government contracts, and that will ultimately turn into a B2B-focused software/technology player. Even if Palantir were to remain a government-focused company forever, which seems unlikely based on the current growth rates of the individual business units, that would not necessarily be an issue. Working for the government means that there is very little counterparty risk and that existing relations can easily be used to get future contracts. Last but not least, with government budgets rising relatively steadily, good government connections allow for considerable growth opportunities -- especially in the defense tech/security tech space Palantir is active in, as there is a huge need for further investments in this space.</p><p><blockquote>随着商业业务增长率超过政府业务增长率,Palantir将在多年后成为一家越来越不依赖政府合同的公司,并最终成为一家专注于B2B的软件/技术公司。即使Palantir永远是一家以政府为中心的公司(根据各个业务部门目前的增长率,这似乎不太可能),但这也不一定是一个问题。为政府工作意味着交易对手风险很小,现有关系可以很容易地用来获得未来的合同。最后但并非最不重要的一点是,随着政府预算相对稳定地增长,良好的政府关系带来了相当大的增长机会——特别是在Palantir活跃的国防技术/安全技术领域,因为该领域非常需要进一步投资。</blockquote></p><p> The claim that a government focus leads to lacking scalability is also false, I believe. Per Palantir's most recent quarterly report (linked above), its operating expenses rose by $9 million between Q3 2020 and Q3 2021 -- whereas revenues rose by $103 million in the same time frame. This backs out changes in share-based compensation. If one were to include those SBC expenses, Palantir's expenses actually<i>declined</i>year-over-year while the company managed to grow its revenue by close to 40%. The claim that Palantir will not generate any scale advantages over the years thus seems to be unfounded, I believe. Instead, the data suggest that Palantir will be able to grow its margins considerably -- the company was able to grow its adjusted gross profit by a massive $90 million while growing its adjusted operating expenses by just $9 million -- making for excellent operating leverage.</p><p><blockquote>我认为,政府关注导致缺乏可扩展性的说法也是错误的。根据Palantir最新的季度报告(上面链接),2020年第三季度至2021年第三季度期间,其运营费用增加了900万美元,而同期收入增加了1.03亿美元。这抵消了股权激励的变化。如果将这些SBC费用包括在内,Palantir的费用实际上<i>拒绝</i>而该公司的收入同比增长了近40%。因此,我认为Palantir多年来不会产生任何规模优势的说法似乎是没有根据的。相反,数据表明Palantir将能够大幅提高其利润率——该公司调整后毛利润大幅增长9000万美元,而调整后运营费用仅增长900万美元——从而实现出色的运营杠杆。</blockquote></p><p> <b>3. Exposure to rising rates</b></p><p><blockquote><b>3.利率上升的风险</b></blockquote></p><p> Massive inflation will force the Fed to raise rates in 2022 and beyond, and that could be an issue for growth stocks. Companies that are not profitable today, or that have the vast majority of their profits in the distant future, are more exposed to a rising discount rate compared to companies that have low or no growth and that generate a large amount of all future profits in the near term. This could result in outperformance of value stocks versus growth stocks in the coming years, I believe. Palantir, which is not profitable yet, naturally belongs in the \"growth\" bucket that could see an above-average impact from rising interest rates. There is no real counter-argument here, I believe -- it is indeed true that the impact of rising rates on Palantir, all else equal, will be larger compared to a value stock like AbbVie (ABBV), for example.</p><p><blockquote>大规模通胀将迫使美联储在2022年及以后加息,这可能是成长型股票的一个问题。与增长较低或没有增长且在短期内产生大量未来利润的公司相比,今天不盈利或绝大多数利润在遥远未来的公司更容易面临贴现率上升的风险。我相信,这可能会导致未来几年价值股优于成长股。Palantir尚未盈利,自然属于“增长”类别,利率上升可能会产生高于平均水平的影响。我认为,这里没有真正的反驳——确实,在其他条件相同的情况下,利率上升对Palantir的影响将比艾伯维(ABBV)等价值股更大。</blockquote></p><p> This being an incremental negative for Palantir doesn't mean that shares have to be avoided under any circumstances, however. Indeed, even despite some potential headwinds from rising rates, Palantir could still be an attractive investment if other arguments have a larger weight -- I believe this to be true, as I see PLTR's massive growth potential and huge moat outweighing some near-term headwinds from rising rates.</p><p><blockquote>然而,这对Palantir来说是一个增量负面影响,并不意味着在任何情况下都必须避免股票。事实上,即使利率上升带来了一些潜在的阻力,如果其他论点具有更大的权重,Palantir仍然可能是一项有吸引力的投资——我相信这是真的,因为我认为PLTR巨大的增长潜力和巨大的护城河超过了近期的一些阻力来自利率上升。</blockquote></p><p> <b>Why Palantir Is Still Attractive</b></p><p><blockquote><b>为什么Palantir仍然有吸引力</b></blockquote></p><p> Bears bring up a range of arguments against Palantir, and as shown above, those can have merit. I believe that they might be overblown in some cases, but taking a look at the bear's arguments doesn't hurt -- in fact, it seems like a good idea to look at both sides in order to make a more informed decision. Dilution is indeed an issue, although I do not believe that this will be too much of a headwind, since PLTR's business growth easily outpaces dilution and since dilution, overall, should slow down over the years. Government reliance will wane over the years due to an above-average commercial business growth rate, and in general, doing business with the government is not a bad thing anyway. The claim that PLTR lacks scalability seems to be false, from what I see in PLTR's data.</p><p><blockquote>看空者提出了一系列反对Palantir的论点,如上所示,这些论点可能有其优点。我相信在某些情况下他们可能被夸大了,但看看空头的论点并没有什么坏处——事实上,为了做出更明智的决定,看看双方似乎是个好主意。稀释确实是一个问题,尽管我不认为这会是太大的阻力,因为PLTR的业务增长很容易超过稀释,而且总体而言,稀释应该会在几年内放缓。由于高于平均水平的商业业务增长率,对政府的依赖将会随着时间的推移而减弱,总的来说,与政府做生意无论如何都不是一件坏事。从我在PLTR的数据中看到的来看,PLTR缺乏可扩展性的说法似乎是错误的。</blockquote></p><p></p><p> Palantir is, despite these arguments, attractive, I believe: The company is growing rapidly, has decades-long growth potential in both its government business as well as on the commercial side, and Palantir seems to have a very wide moat. This combination could turn Palantir into one of the largest and most important companies eventually -- although investors shouldn't expect this to happen in the very near term. Instead, I believe that there is a good chance that Palantir will grow at a considerable rate throughout the 2020s and beyond, as our world becomes ever more data-hungry -- both governments, as well as enterprises, will try to get the most value out of all of this data, and Palantir, with its tailored solutions, will be there to offer that value to its customers. With new tools such as the recently-showcased Foundry for crypto, Palantir is at the forefront of all kinds of emerging technologies. Thanks to the fact that Palantir has access to top talent -- the result of SBC and of an excellent working environment-- I believe that there is a good chance that Palantir will be able to be highly competitive in all kinds of future markets in the Big Data/AI space that may not even exist yet.</p><p><blockquote>尽管有这些论点,我相信Palantir仍然很有吸引力:该公司发展迅速,在政府业务和商业方面都具有数十年的增长潜力,而且Palantir似乎拥有非常宽的护城河。这种合并最终可能会将Palantir变成最大、最重要的公司之一——尽管投资者不应指望这种情况会在短期内发生。相反,我相信Palantir很有可能在整个2020年代及以后以相当大的速度增长,因为我们的世界变得越来越需要数据——政府和企业都将努力获得最大的价值从所有这些数据中获得,Palantir将凭借其量身定制的解决方案,为其客户提供这种价值。凭借最近展示的Foundry for Crypto等新工具,Palantir处于各种新兴技术的前沿。由于Palantir能够接触到顶尖人才——SBC的结果和良好的工作环境——我相信Palantir很有可能能够在未来的各种市场中具有高度竞争力。大数据/人工智能领域可能还不存在。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> In general, I am not much of a growth investor -- instead, I primarily focus on attractively priced stocks with strong cash flows, oftentimes those that pay dividends. Palantir, however, is somewhat of an outlier in my portfolio -- it's a growth stock, it is not really profitable yet, and most of its potential is years away. Due to the highly attractive combination of a massive market opportunity, excellent talent, and a wide moat, Palantir still seems like an attractive long-term investment to me. This isn't a stock that will make investors rich quickly, but I believe that there is a very good chance that Palantir will turn into a very dominant, important company over the next 10+ years. At 19x next year's revenue, PLTR is not cheap, but when we expect that the company will grow at a strong rate for many years, that also doesn't seem outlandish to me at all. It makes sense to listen to the bears' arguments, but I believe that the pros outweigh the cons here.</p><p><blockquote>总的来说,我不是一个成长型投资者——相反,我主要关注价格有吸引力、现金流强劲的股票,通常是那些支付股息的股票。然而,Palantir在我的投资组合中有点异类——它是一只成长型股票,尚未真正盈利,而且其大部分潜力还需要数年时间。由于巨大的市场机会、优秀的人才和宽阔的护城河的极具吸引力的组合,Palantir对我来说仍然是一项有吸引力的长期投资。这不是一只能让投资者快速致富的股票,但我相信Palantir很有可能在未来10多年成为一家非常占主导地位的重要公司。PLTR明年收入的19倍并不便宜,但当我们预计该公司将在许多年内以强劲的速度增长时,这对我来说一点也不奇怪。听空头的论点是有道理的,但我相信这里利大于弊。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4475960-palantir-3-reasons-against-it-and-why-its-still-a-buy\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4475960-palantir-3-reasons-against-it-and-why-its-still-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117226796","content_text":"Summary\n\nPalantir Technologies is a battleground stock. Listening to the bears' arguments is a good idea for bulls.\nPLTR dilutes its shareholders, but that is not necessarily a huge problem.\nDespite some interest rate headwinds, PLTR seems like a good investment to me, thanks to a strong moat and great growth outlook.\n\nspxChrome/E+ via Getty Images\nArticle Thesis\nPalantir Technologies (PLTR) is an embattled growth stock, and in recent weeks, bears have been winning as shares continued to decline. There are, indeed some important bear arguments, such as dilution, reliance on government contracts, and rising interest rates. I do, however, still believe that Palantir Technologies is an attractive long-term investment, due to the act that its technology could lead to massive growth for many years to come.\n3 Issues Brought Up By Bears\nPalantir is a growth stock that brings out highly convinced bulls as well as highly convinced bears. Generally, I am in the bullish camp here, but taking a look at the bear arguments can be a good idea as well. Three of the most common arguments against Palantir are the following ones:\n1. Shareholder Dilution\nGrowth on a company-wide basis is important, but growth on a per-share basis is even more important. There are many examples that show that changes in a company's share count can create or destroy a lot of shareholder value. Apple (AAPL), for example, has seen its net income grow by roughly 190% over the last decade:\nData by YCharts\nThanks to a declining share count, its earnings per share rose by a much more attractive 350%, however -- buybacks created a lot of shareholder value. There are also examples where a rising share count destroyed a lot of shareholder value, e.g. at Citigroup (C):\nData by YCharts\nMassive share issuance during the Great Recession has resulted in a 75% earnings per share decline since 2007, even though net profits were up over the same time frame. Looking at the changes in a company's share count thus makes sense, as those changes can have a large impact in the long run. At Palantir, we see that the share count has been rising considerably since the company went public. During the most recent quarter, Palantir's share count looked like this:\nSource: Palantir Press Release\nCompared to the second quarter, Palantir's average share count was 1.895 billion, which makes for a 3.5% quarterly increase, which pencils out to an annual growth rate in the mid-teens. That is, of course, not negligible at all, and bears to have an argument when they state that shareholders get diluted at a meaningful pace. On the other hand, Palantir's business growth rate is way higher than 3% per quarter, as the company has guided for ~40% revenue growth this year, and since Palantir should also deliver outsized business growth in the coming years. Even if Palantir's share count were to climb by 10%-15% a year going forward, revenue per share would still climb by 25%+ a year thanks to the fact that PLTR is growing rapidly. I also believe that dilution will, over the years, decline. Not only has this been the case at many other growth companies, e.g. Amazon (AMZN), Alphabet (GOOG), or Meta (FB), but it is also logical from an option rewards perspective. Option rewards are especially generous when a company is not yet publicly traded and when its future is still more uncertain, but as a company matures, employees get more comfortable as risks for the company decline, and they do not demand large option packages any longer. Last but not least, Palantir also generates strong free cash flows that should allow the company to do share buybacks in the future, which should help improve the dilution rate as well.\n2. Reliance on government contracts\nIn a recent bearish article, fellow Seeking Alpha contributor On The Pulse argued that Palantir was overvalued and that its reliance on government contracts was an issue. Palantir Technologies is, indeed, reliant on government contracts to a large degree today, but I do not believe that this is a major issue. First, Palantir has diversified away from government contracts in the recent past, thanks to massive growth in its commercial business:\nSource: Palantir Technologies presentation\nIn fact, Palantir's commercial business has been growing much faster than its government business in the recent past, which shows that commercial customers from all kinds of industries apparently see a lot of value in Palantir's technology -- otherwise, they wouldn't be buying at a rapid pace. With\nWith the commercial business growth rate outpacing the government business growth rate, Palantir will, over the years, become a company that is less and less dependent on government contracts, and that will ultimately turn into a B2B-focused software/technology player. Even if Palantir were to remain a government-focused company forever, which seems unlikely based on the current growth rates of the individual business units, that would not necessarily be an issue. Working for the government means that there is very little counterparty risk and that existing relations can easily be used to get future contracts. Last but not least, with government budgets rising relatively steadily, good government connections allow for considerable growth opportunities -- especially in the defense tech/security tech space Palantir is active in, as there is a huge need for further investments in this space.\nThe claim that a government focus leads to lacking scalability is also false, I believe. Per Palantir's most recent quarterly report (linked above), its operating expenses rose by $9 million between Q3 2020 and Q3 2021 -- whereas revenues rose by $103 million in the same time frame. This backs out changes in share-based compensation. If one were to include those SBC expenses, Palantir's expenses actuallydeclinedyear-over-year while the company managed to grow its revenue by close to 40%. The claim that Palantir will not generate any scale advantages over the years thus seems to be unfounded, I believe. Instead, the data suggest that Palantir will be able to grow its margins considerably -- the company was able to grow its adjusted gross profit by a massive $90 million while growing its adjusted operating expenses by just $9 million -- making for excellent operating leverage.\n3. Exposure to rising rates\nMassive inflation will force the Fed to raise rates in 2022 and beyond, and that could be an issue for growth stocks. Companies that are not profitable today, or that have the vast majority of their profits in the distant future, are more exposed to a rising discount rate compared to companies that have low or no growth and that generate a large amount of all future profits in the near term. This could result in outperformance of value stocks versus growth stocks in the coming years, I believe. Palantir, which is not profitable yet, naturally belongs in the \"growth\" bucket that could see an above-average impact from rising interest rates. There is no real counter-argument here, I believe -- it is indeed true that the impact of rising rates on Palantir, all else equal, will be larger compared to a value stock like AbbVie (ABBV), for example.\nThis being an incremental negative for Palantir doesn't mean that shares have to be avoided under any circumstances, however. Indeed, even despite some potential headwinds from rising rates, Palantir could still be an attractive investment if other arguments have a larger weight -- I believe this to be true, as I see PLTR's massive growth potential and huge moat outweighing some near-term headwinds from rising rates.\nWhy Palantir Is Still Attractive\nBears bring up a range of arguments against Palantir, and as shown above, those can have merit. I believe that they might be overblown in some cases, but taking a look at the bear's arguments doesn't hurt -- in fact, it seems like a good idea to look at both sides in order to make a more informed decision. Dilution is indeed an issue, although I do not believe that this will be too much of a headwind, since PLTR's business growth easily outpaces dilution and since dilution, overall, should slow down over the years. Government reliance will wane over the years due to an above-average commercial business growth rate, and in general, doing business with the government is not a bad thing anyway. The claim that PLTR lacks scalability seems to be false, from what I see in PLTR's data.\nPalantir is, despite these arguments, attractive, I believe: The company is growing rapidly, has decades-long growth potential in both its government business as well as on the commercial side, and Palantir seems to have a very wide moat. This combination could turn Palantir into one of the largest and most important companies eventually -- although investors shouldn't expect this to happen in the very near term. Instead, I believe that there is a good chance that Palantir will grow at a considerable rate throughout the 2020s and beyond, as our world becomes ever more data-hungry -- both governments, as well as enterprises, will try to get the most value out of all of this data, and Palantir, with its tailored solutions, will be there to offer that value to its customers. With new tools such as the recently-showcased Foundry for crypto, Palantir is at the forefront of all kinds of emerging technologies. Thanks to the fact that Palantir has access to top talent -- the result of SBC and of an excellent working environment-- I believe that there is a good chance that Palantir will be able to be highly competitive in all kinds of future markets in the Big Data/AI space that may not even exist yet.\nTakeaway\nIn general, I am not much of a growth investor -- instead, I primarily focus on attractively priced stocks with strong cash flows, oftentimes those that pay dividends. Palantir, however, is somewhat of an outlier in my portfolio -- it's a growth stock, it is not really profitable yet, and most of its potential is years away. Due to the highly attractive combination of a massive market opportunity, excellent talent, and a wide moat, Palantir still seems like an attractive long-term investment to me. This isn't a stock that will make investors rich quickly, but I believe that there is a very good chance that Palantir will turn into a very dominant, important company over the next 10+ years. At 19x next year's revenue, PLTR is not cheap, but when we expect that the company will grow at a strong rate for many years, that also doesn't seem outlandish to me at all. It makes sense to listen to the bears' arguments, but I believe that the pros outweigh the cons here.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604929933,"gmtCreate":1639314585445,"gmtModify":1639314585641,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"This is sad. Like for like ","listText":"This is sad. Like for like ","text":"This is sad. Like for like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604929933","repostId":"1134450838","repostType":4,"repost":{"id":"1134450838","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639148939,"share":"https://www.laohu8.com/m/news/1134450838?lang=zh_CN&edition=full","pubTime":"2021-12-10 23:08","market":"us","language":"en","title":"Grab shares dropped another 9% in morning trading<blockquote>Grab股价早盘再下跌9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134450838","media":"Tiger Newspress","summary":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","content":"<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p><p><blockquote>Grab股价继昨天下跌超过9%后,早盘又下跌9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab shares dropped another 9% in morning trading<blockquote>Grab股价早盘再下跌9%</blockquote></title>\n<style 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab shares dropped another 9% in morning trading<blockquote>Grab股价早盘再下跌9%</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\">2021-12-10 23:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p><p><blockquote>Grab股价继昨天下跌超过9%后,早盘又下跌9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134450838","content_text":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":2273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605955908,"gmtCreate":1639104734373,"gmtModify":1639104734520,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Interesting ","listText":"Interesting ","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605955908","repostId":"2190643635","repostType":2,"isVote":1,"tweetType":1,"viewCount":1805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602842299,"gmtCreate":1639009902923,"gmtModify":1639009903052,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Not baddd","listText":"Not baddd","text":"Not baddd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602842299","repostId":"1161444269","repostType":4,"repost":{"id":"1161444269","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638977215,"share":"https://www.laohu8.com/m/news/1161444269?lang=zh_CN&edition=full","pubTime":"2021-12-08 23:26","market":"us","language":"en","title":"Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%,创新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161444269","media":"Tiger Newspress","summary":"Apple shares rose nearly 2% to a new high in morning trading.","content":"<p>Apple shares rose nearly 2% to a new high in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%,创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%,创新高</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 shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%,创新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 23:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares rose nearly 2% to a new high in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%,创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></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":"1161444269","content_text":"Apple shares rose nearly 2% to a new high in morning trading.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606473863,"gmtCreate":1638924003461,"gmtModify":1638924003598,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Niceeee","listText":"Niceeee","text":"Niceeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606473863","repostId":"1159685639","repostType":4,"repost":{"id":"1159685639","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638888367,"share":"https://www.laohu8.com/m/news/1159685639?lang=zh_CN&edition=full","pubTime":"2021-12-07 22:46","market":"us","language":"en","title":"Apple shares rose more than 3% to a new high<blockquote>苹果股价上涨超过3%,创下新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159685639","media":"Tiger Newspress","summary":"Apple shares rose more than 3% to a new high after the company got another street-high target on vir","content":"<p>Apple shares rose more than 3% to a new high after the company got another street-high target on virtual reality boost.</p><p><blockquote>苹果股价上涨超过3%,创下新高,此前该公司因虚拟现实提振而再次获得华尔街高点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb9792aa89d24847aee38f67d56067eb\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Apple Inc. got its second Street-high price target as Morgan Stanley sees it benefiting from new product categories in virtual reality and autonomous vehicles.</p><p><blockquote>苹果公司获得了第二个华尔街最高价目标,因为摩根士丹利认为该公司受益于虚拟现实和自动驾驶汽车的新产品类别。</blockquote></p><p> Analyst Katy Huberty, who rates Apple overweight, raised her price target to $200 from $164, matching Wedbush as the highest among targets tracked by Bloomberg. </p><p><blockquote>对苹果·跑赢大盘进行评级的分析师凯蒂·休伯蒂(Katy Huberty)将目标价从164美元上调至200美元,与彭博社追踪的目标中韦德布什(Wedbush)持平。</blockquote></p><p> While investors have struggled to value the iPhone maker’s new products given the company’s secrecy, Huberty expects augmented and virtual reality, as well as autonomous vehicles, to eventually be priced in, and says Apple should also benefit from a “flight to quality” in technology stocks.</p><p><blockquote>尽管鉴于这家iPhone制造商的保密性,投资者一直难以评估该公司新产品的价值,但休伯蒂预计增强现实和虚拟现实以及自动驾驶汽车最终将被定价,并表示苹果也应该从科技股的“向高质量发展”中受益。</blockquote></p><p> “Despite a consistent and material revenue contribution from new products and services over time, Apple shares don’t seem to bake in the impact from upcoming new product launches,” Huberty wrote in a note. “We believe this will change as Apple approaches the launch of an AR/VR product over the next year.”</p><p><blockquote>休伯蒂在一份报告中写道:“尽管随着时间的推移,新产品和服务带来了持续且实质性的收入贡献,但苹果股价似乎并未受到即将推出的新产品的影响。”“我们相信,随着苹果在明年推出AR/VR产品,这种情况将会改变。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d1d69bd985c3b74963515674f2da918\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple’s shares have surged 25% this year and ended Monday’s session at a fresh record. Investors consider the tech giant a safe bet in an increasingly volatile market, as the highest-valued names in the sector get hit by hawkish signals from the Federal Reserve.</p><p><blockquote>苹果股价今年已飙升25%,周一收盘创下新纪录。投资者认为,在日益动荡的市场中,这家科技巨头是一个安全的赌注,因为该行业估值最高的公司受到了美联储鹰派信号的打击。</blockquote></p><p> Huberty also increased her estimates for Apple’s December quarter, citing improving iPhone supply as manufacturing disruptions ease.</p><p><blockquote>Huberty还上调了对苹果12月份季度的预期,理由是随着制造中断的缓解,iPhone供应有所改善。</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 shares rose more than 3% to a new high<blockquote>苹果股价上涨超过3%,创下新高</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 shares rose more than 3% to a new high<blockquote>苹果股价上涨超过3%,创下新高</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\">2021-12-07 22:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares rose more than 3% to a new high after the company got another street-high target on virtual reality boost.</p><p><blockquote>苹果股价上涨超过3%,创下新高,此前该公司因虚拟现实提振而再次获得华尔街高点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb9792aa89d24847aee38f67d56067eb\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Apple Inc. got its second Street-high price target as Morgan Stanley sees it benefiting from new product categories in virtual reality and autonomous vehicles.</p><p><blockquote>苹果公司获得了第二个华尔街最高价目标,因为摩根士丹利认为该公司受益于虚拟现实和自动驾驶汽车的新产品类别。</blockquote></p><p> Analyst Katy Huberty, who rates Apple overweight, raised her price target to $200 from $164, matching Wedbush as the highest among targets tracked by Bloomberg. </p><p><blockquote>对苹果·跑赢大盘进行评级的分析师凯蒂·休伯蒂(Katy Huberty)将目标价从164美元上调至200美元,与彭博社追踪的目标中韦德布什(Wedbush)持平。</blockquote></p><p> While investors have struggled to value the iPhone maker’s new products given the company’s secrecy, Huberty expects augmented and virtual reality, as well as autonomous vehicles, to eventually be priced in, and says Apple should also benefit from a “flight to quality” in technology stocks.</p><p><blockquote>尽管鉴于这家iPhone制造商的保密性,投资者一直难以评估该公司新产品的价值,但休伯蒂预计增强现实和虚拟现实以及自动驾驶汽车最终将被定价,并表示苹果也应该从科技股的“向高质量发展”中受益。</blockquote></p><p> “Despite a consistent and material revenue contribution from new products and services over time, Apple shares don’t seem to bake in the impact from upcoming new product launches,” Huberty wrote in a note. “We believe this will change as Apple approaches the launch of an AR/VR product over the next year.”</p><p><blockquote>休伯蒂在一份报告中写道:“尽管随着时间的推移,新产品和服务带来了持续且实质性的收入贡献,但苹果股价似乎并未受到即将推出的新产品的影响。”“我们相信,随着苹果在明年推出AR/VR产品,这种情况将会改变。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d1d69bd985c3b74963515674f2da918\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple’s shares have surged 25% this year and ended Monday’s session at a fresh record. Investors consider the tech giant a safe bet in an increasingly volatile market, as the highest-valued names in the sector get hit by hawkish signals from the Federal Reserve.</p><p><blockquote>苹果股价今年已飙升25%,周一收盘创下新纪录。投资者认为,在日益动荡的市场中,这家科技巨头是一个安全的赌注,因为该行业估值最高的公司受到了美联储鹰派信号的打击。</blockquote></p><p> Huberty also increased her estimates for Apple’s December quarter, citing improving iPhone supply as manufacturing disruptions ease.</p><p><blockquote>Huberty还上调了对苹果12月份季度的预期,理由是随着制造中断的缓解,iPhone供应有所改善。</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":"1159685639","content_text":"Apple shares rose more than 3% to a new high after the company got another street-high target on virtual reality boost.\n\nApple Inc. got its second Street-high price target as Morgan Stanley sees it benefiting from new product categories in virtual reality and autonomous vehicles.\nAnalyst Katy Huberty, who rates Apple overweight, raised her price target to $200 from $164, matching Wedbush as the highest among targets tracked by Bloomberg. \nWhile investors have struggled to value the iPhone maker’s new products given the company’s secrecy, Huberty expects augmented and virtual reality, as well as autonomous vehicles, to eventually be priced in, and says Apple should also benefit from a “flight to quality” in technology stocks.\n“Despite a consistent and material revenue contribution from new products and services over time, Apple shares don’t seem to bake in the impact from upcoming new product launches,” Huberty wrote in a note. “We believe this will change as Apple approaches the launch of an AR/VR product over the next year.”\n\nApple’s shares have surged 25% this year and ended Monday’s session at a fresh record. Investors consider the tech giant a safe bet in an increasingly volatile market, as the highest-valued names in the sector get hit by hawkish signals from the Federal Reserve.\nHuberty also increased her estimates for Apple’s December quarter, citing improving iPhone supply as manufacturing disruptions ease.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601310052,"gmtCreate":1638490791734,"gmtModify":1638490791797,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Ssaddddd","listText":"Ssaddddd","text":"Ssaddddd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601310052","repostId":"2188951783","repostType":4,"isVote":1,"tweetType":1,"viewCount":2249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603483789,"gmtCreate":1638439137331,"gmtModify":1638439873591,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603483789","repostId":"1158072179","repostType":4,"repost":{"id":"1158072179","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638436880,"share":"https://www.laohu8.com/m/news/1158072179?lang=zh_CN&edition=full","pubTime":"2021-12-02 17:21","market":"us","language":"en","title":"Grab stock Skyrocketed 32% in premarket trading<blockquote>Grab股价在盘前交易中飙升32%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158072179","media":"Tiger Newspress","summary":"Grab stock Skyrocketed 32% in premarket trading.Grab, Southeast Asia's biggest ride-hailing and food","content":"<p>Grab stock Skyrocketed 32% in premarket trading.Grab, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) Altimeter Growth Corp(AGC.O).</p><p><blockquote>Grab股价在盘前交易中飙升32%。东南亚最大的网约车和食品配送公司Grab在以400亿美元与特殊目的收购公司(SPAC)Altimeter Growth Corp(AGC.O)合并后,于周四在纳斯达克上市。</blockquote></p><p> The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</p><p><blockquote>这笔交易是全球有史以来最大的空白支票公司交易,也是东南亚公司在美国最大的上市交易。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/755034d12dd8b016df0369d94758007a\" tg-width=\"850\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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\">\nGrab stock Skyrocketed 32% in premarket trading<blockquote>Grab股价在盘前交易中飙升32%</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\">2021-12-02 17:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab stock Skyrocketed 32% in premarket trading.Grab, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) Altimeter Growth Corp(AGC.O).</p><p><blockquote>Grab股价在盘前交易中飙升32%。东南亚最大的网约车和食品配送公司Grab在以400亿美元与特殊目的收购公司(SPAC)Altimeter Growth Corp(AGC.O)合并后,于周四在纳斯达克上市。</blockquote></p><p> The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</p><p><blockquote>这笔交易是全球有史以来最大的空白支票公司交易,也是东南亚公司在美国最大的上市交易。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/755034d12dd8b016df0369d94758007a\" tg-width=\"850\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158072179","content_text":"Grab stock Skyrocketed 32% in premarket trading.Grab, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) Altimeter Growth Corp(AGC.O).\nThe deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":2690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603406009,"gmtCreate":1638435915863,"gmtModify":1638435916059,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Still good","listText":"Still good","text":"Still good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603406009","repostId":"1184715609","repostType":4,"repost":{"id":"1184715609","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638435754,"share":"https://www.laohu8.com/m/news/1184715609?lang=zh_CN&edition=full","pubTime":"2021-12-02 17:02","market":"us","language":"en","title":"Apple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184715609","media":"Tiger Newspress","summary":"Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had s","content":"<p>Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had slowed as holidays near.</p><p><blockquote>苹果股价在盘前交易中下跌超过1%,该公司告诉供应商,随着假期临近,iPhone需求放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998e48aaef0f93a3524641e871e1368\" tg-width=\"853\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.</p><p><blockquote>饱受全球供应紧缩之苦的苹果公司现在面临着一个不同的问题:需求放缓。</blockquote></p><p> The company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.</p><p><blockquote>知情人士称,该公司已告诉其零部件供应商,对iPhone 13系列产品的需求已经减弱,这表明一些消费者已经决定不尝试购买这款难以找到的产品。</blockquote></p><p> Already, Apple had cut its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.</p><p><blockquote>据彭博社报道,由于缺乏零部件,苹果已经将今年的iPhone 13产量目标从9000万部削减了多达1000万部。但希望明年当供应有望改善时,能够弥补大部分缺口。据知情人士透露,该公司目前正在通知其供应商,这些订单可能不会实现。由于讨论是私下进行的,这些人士要求匿名。</blockquote></p><p> The company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.</p><p><blockquote>该公司仍有望迎来创纪录的假期,分析师预计今年最后三个月的销售额将增长6%,达到1,179亿美元。但这不会是苹果和华尔街最初设想的一鸣惊人的季度。短缺和交货延迟让许多消费者感到沮丧。随着通货膨胀和奥密克戎变种给厌倦了流行病的购物者带来新的担忧,他们可能会放弃一些购买。</blockquote></p><p> That could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.</p><p><blockquote>这可能意味着完全跳过iPhone 13,等待明年其继任者问世时进行升级。目前的产品线标准机型起价为799美元,Pro机型起价为999美元,被认为是iPhone 12的适度更新,iPhone 12采用了全新的设计。预计2022年的车型将会有更大的变化,这让一些购物者有理由等待。</blockquote></p><p> Apple, based in Cupertino, California, declined to comment.</p><p><blockquote>总部位于加州库比蒂诺的苹果拒绝置评。</blockquote></p><p> Apple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co. slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s TDK Corp. dropped as much as 4.8%.</p><p><blockquote>彭博社发布报告后,亚洲各地的苹果供应商延续了跌势。在韩国,LG Innotek Co.下跌11%,香港上市公司瑞声科技控股公司下跌4.8%,日本TDK Corp.下跌4.8%。</blockquote></p><p> The iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.</p><p><blockquote>iPhone是苹果的旗舰产品,约占其上一财年3658亿美元收入的一半,推出升级是一场微妙的舞蹈。随着iPhone 13的推出,苹果和无线运营商推出了积极的折扣计划来刺激购买。在某些情况下,iPhone 12或更早型号的用户能够以很少甚至没有成本购买iPhone 13。虽然折扣计划仍然有效,但有些计划提供的节省不如新型号首次上市时那么多。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/473a40069576053da8e3b091905ed20d\" tg-width=\"959\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> During Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.</p><p><blockquote>在苹果10月份的上一次财报看涨期权上,首席执行官蒂姆·库克(Tim Cook)表示,在对最新iPhone、iPad和其他设备的兴趣推动下,对新产品的需求“非常强劲”,并且该公司有望实现创纪录的假期季度。去年同期销售额为1114亿美元。</blockquote></p><p> He pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.</p><p><blockquote>他指出供应限制是该公司最大的挑战。Cook预测,难以获得足够的零部件,尤其是芯片,将使苹果在假日季度损失超过60亿美元的收入。</blockquote></p><p> The constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).</p><p><blockquote>这些限制也伤害了苹果的合作伙伴。该公司主要芯片供应商台积电公司的销售最近疲软,10月份收入环比下降12%,至1345亿新台币(48亿美元)。</blockquote></p><p> Last month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc saw its shares fall 24% after it warned of softening smartphone demand, although the semiconductor company didn’t name any particular customer.</p><p><blockquote>上个月,苹果主要的iPhone组装商鸿海精密工业股份有限公司预测,由于消费电子和计算行业的下滑,该公司本季度的业务将同比萎缩,因为该公司继续遭受芯片短缺的困扰。10月24日,IQE Plc警告智能手机需求疲软后,其股价下跌24%,但这家半导体公司没有透露任何特定客户的名字。</blockquote></p><p> And there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices rose last month at the fastest annual pace since 1990. Surging costs for food, gas and housing are eroding purchasing power despite stronger wage growth.</p><p><blockquote>现在购物者的钱包承受了更大的压力。美国消费者价格上个月以1990年以来最快的年度速度上涨。尽管工资增长强劲,但食品、天然气和住房成本的飙升正在侵蚀购买力。</blockquote></p><p> Meanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.</p><p><blockquote>与此同时,iPhone 13不像以前那么难买到了。美国的苹果购物者已经等待了大约一个月的时间,等待备受推崇的Pro车型的交付。现在等待时间缩短到两周或更短。</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 stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过1%</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 stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过1%</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\">2021-12-02 17:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had slowed as holidays near.</p><p><blockquote>苹果股价在盘前交易中下跌超过1%,该公司告诉供应商,随着假期临近,iPhone需求放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998e48aaef0f93a3524641e871e1368\" tg-width=\"853\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.</p><p><blockquote>饱受全球供应紧缩之苦的苹果公司现在面临着一个不同的问题:需求放缓。</blockquote></p><p> The company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.</p><p><blockquote>知情人士称,该公司已告诉其零部件供应商,对iPhone 13系列产品的需求已经减弱,这表明一些消费者已经决定不尝试购买这款难以找到的产品。</blockquote></p><p> Already, Apple had cut its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.</p><p><blockquote>据彭博社报道,由于缺乏零部件,苹果已经将今年的iPhone 13产量目标从9000万部削减了多达1000万部。但希望明年当供应有望改善时,能够弥补大部分缺口。据知情人士透露,该公司目前正在通知其供应商,这些订单可能不会实现。由于讨论是私下进行的,这些人士要求匿名。</blockquote></p><p> The company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.</p><p><blockquote>该公司仍有望迎来创纪录的假期,分析师预计今年最后三个月的销售额将增长6%,达到1,179亿美元。但这不会是苹果和华尔街最初设想的一鸣惊人的季度。短缺和交货延迟让许多消费者感到沮丧。随着通货膨胀和奥密克戎变种给厌倦了流行病的购物者带来新的担忧,他们可能会放弃一些购买。</blockquote></p><p> That could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.</p><p><blockquote>这可能意味着完全跳过iPhone 13,等待明年其继任者问世时进行升级。目前的产品线标准机型起价为799美元,Pro机型起价为999美元,被认为是iPhone 12的适度更新,iPhone 12采用了全新的设计。预计2022年的车型将会有更大的变化,这让一些购物者有理由等待。</blockquote></p><p> Apple, based in Cupertino, California, declined to comment.</p><p><blockquote>总部位于加州库比蒂诺的苹果拒绝置评。</blockquote></p><p> Apple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co. slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s TDK Corp. dropped as much as 4.8%.</p><p><blockquote>彭博社发布报告后,亚洲各地的苹果供应商延续了跌势。在韩国,LG Innotek Co.下跌11%,香港上市公司瑞声科技控股公司下跌4.8%,日本TDK Corp.下跌4.8%。</blockquote></p><p> The iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.</p><p><blockquote>iPhone是苹果的旗舰产品,约占其上一财年3658亿美元收入的一半,推出升级是一场微妙的舞蹈。随着iPhone 13的推出,苹果和无线运营商推出了积极的折扣计划来刺激购买。在某些情况下,iPhone 12或更早型号的用户能够以很少甚至没有成本购买iPhone 13。虽然折扣计划仍然有效,但有些计划提供的节省不如新型号首次上市时那么多。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/473a40069576053da8e3b091905ed20d\" tg-width=\"959\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> During Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.</p><p><blockquote>在苹果10月份的上一次财报看涨期权上,首席执行官蒂姆·库克(Tim Cook)表示,在对最新iPhone、iPad和其他设备的兴趣推动下,对新产品的需求“非常强劲”,并且该公司有望实现创纪录的假期季度。去年同期销售额为1114亿美元。</blockquote></p><p> He pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.</p><p><blockquote>他指出供应限制是该公司最大的挑战。Cook预测,难以获得足够的零部件,尤其是芯片,将使苹果在假日季度损失超过60亿美元的收入。</blockquote></p><p> The constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).</p><p><blockquote>这些限制也伤害了苹果的合作伙伴。该公司主要芯片供应商台积电公司的销售最近疲软,10月份收入环比下降12%,至1345亿新台币(48亿美元)。</blockquote></p><p> Last month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc saw its shares fall 24% after it warned of softening smartphone demand, although the semiconductor company didn’t name any particular customer.</p><p><blockquote>上个月,苹果主要的iPhone组装商鸿海精密工业股份有限公司预测,由于消费电子和计算行业的下滑,该公司本季度的业务将同比萎缩,因为该公司继续遭受芯片短缺的困扰。10月24日,IQE Plc警告智能手机需求疲软后,其股价下跌24%,但这家半导体公司没有透露任何特定客户的名字。</blockquote></p><p> And there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices rose last month at the fastest annual pace since 1990. Surging costs for food, gas and housing are eroding purchasing power despite stronger wage growth.</p><p><blockquote>现在购物者的钱包承受了更大的压力。美国消费者价格上个月以1990年以来最快的年度速度上涨。尽管工资增长强劲,但食品、天然气和住房成本的飙升正在侵蚀购买力。</blockquote></p><p> Meanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.</p><p><blockquote>与此同时,iPhone 13不像以前那么难买到了。美国的苹果购物者已经等待了大约一个月的时间,等待备受推崇的Pro车型的交付。现在等待时间缩短到两周或更短。</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":"1184715609","content_text":"Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had slowed as holidays near.\n\nApple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.\nThe company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.\nAlready, Apple had cut its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.\nThe company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.\nThat could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.\nApple, based in Cupertino, California, declined to comment.\nApple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co. slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s TDK Corp. dropped as much as 4.8%.\nThe iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.\n\nDuring Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.\nHe pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.\nThe constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).\nLast month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc saw its shares fall 24% after it warned of softening smartphone demand, although the semiconductor company didn’t name any particular customer.\nAnd there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices rose last month at the fastest annual pace since 1990. Surging costs for food, gas and housing are eroding purchasing power despite stronger wage growth.\nMeanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603142255,"gmtCreate":1638380438997,"gmtModify":1638380439172,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>😂😂😂","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>😂😂😂","text":"$Altimeter Growth Corp.(AGC)$😂😂😂","images":[{"img":"https://static.tigerbbs.com/0f4ec953c54c044bba3a3ff0c7cd0696","width":"1242","height":"2688"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603142255","isVote":1,"tweetType":1,"viewCount":2765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":603101531,"gmtCreate":1638370890640,"gmtModify":1638370890824,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"🤦🏻🤦🏻🤦🏻","listText":"🤦🏻🤦🏻🤦🏻","text":"🤦🏻🤦🏻🤦🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603101531","repostId":"1187123549","repostType":4,"repost":{"id":"1187123549","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638370614,"share":"https://www.laohu8.com/m/news/1187123549?lang=zh_CN&edition=full","pubTime":"2021-12-01 22:56","market":"us","language":"en","title":"Xpeng Motors shares changed from up to down by 4%<blockquote>小鹏汽车股价由涨转跌4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187123549","media":"Tiger Newspress","summary":"Xpeng Motors shares changed from up to down by 4% in morning trading.\n\nXPeng Inc. today announced it","content":"<p>Xpeng Motors shares changed from up to down by 4% in morning trading.</p><p><blockquote>小鹏汽车股价早盘由涨转跌4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b410bb36e06e8b1a13514fa0a4ee9cf0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> XPeng Inc. today announced its vehicle delivery results for November 2021.</p><p><blockquote>小鹏汽车今天公布了2021年11月的车辆交付结果。</blockquote></p><p> XPeng reached the monthly delivery target amidst global supply chain challenges with 15,613 Smart EVs delivered in November, representing a 270% increase year-over-year. The robust delivery momentum bears witness to the competitiveness of XPeng’s Smart EVs and steady execution in light of the ongoing challenges in various aspects of the global supply chain.</p><p><blockquote>在全球供应链挑战中,小鹏汽车实现了月度交付目标,11月份交付了15,613辆智能电动汽车,同比增长270%。强劲的交付势头证明了小鹏汽车智能电动汽车的竞争力以及在全球供应链各方面持续面临挑战的情况下的稳定执行力。</blockquote></p><p> Deliveries in November consisted of 7,839 P7 smart sports sedans, representing a 187% increase year-over-year. The P5 smart family sedan, launched in September 2021, has been building a solid order backlog with 2,154 units delivered in November. At the same time, the G3i smart SUV – launched in July 2021 - is gaining increasing customer traction with 5,546 units delivered in November (plus 74 G3s delivered).</p><p><blockquote>11月份交付量为7,839辆P7智能运动轿车,同比增长187%。2021年9月推出的P5 smart家庭轿车一直在积累稳定的订单积压,11月交付了2,154辆。与此同时,2021年7月推出的G3i智能SUV越来越受到客户的关注,11月份交付了5,546辆(加上交付了74辆G3)。</blockquote></p><p> As of November 30, 2021, year-to-date total vehicle deliveries reached 82,155, representing a 285% increase year-over-year, including 53,110 P7 deliveries.</p><p><blockquote>截至2021年11月30日,年初至今的汽车总交付量达到82,155辆,同比增长285%,其中P7交付量为53,110辆。</blockquote></p><p> The Company’s cumulative deliveries reached 121,953 as of the end of November 2021.</p><p><blockquote>公司截至2021年11月底累计交付量达121,953辆。</blockquote></p><p> In November, XPeng unveiled its new flagship smart SUV, the G9, the Company’s fourth production model and its first model to be designed according to international safety and environmental protection standards. It is also XPeng’s first production model to incorporate a set of groundbreaking in-house technologies, including the X-EEA 3.0 electronic and electric architecture, the latest XPILOT 4.0 advanced driver assistance system and the next-generation XPower 3.0 powertrain and supercharging system. The Company plans to begin deliveries of the G9 in the third quarter of 2022.</p><p><blockquote>11月,小鹏汽车推出了全新旗舰智能SUV G9,这是该公司的第四款量产车型,也是首款按照国际安全和环保标准设计的车型。这也是小鹏汽车首款采用一套突破性内部技术的量产车型,包括X-EEA 3.0电子电气架构、最新的XPILOT 4.0高级驾驶辅助系统以及下一代XPower 3.0动力总成和增压系统。该公司计划于2022年第三季度开始交付G9。</blockquote></p><p> XPeng has been expanding its supercharging network across China, with 550 branded supercharging stations in operation nationwide as of October 31, 2021. XPeng customers can now enjoy free supercharging and fast charging services through a network of 1,734 charging stations across China.</p><p><blockquote>小鹏汽车一直在扩大其在中国的超级充电网络,截至2021年10月31日,全国已有550个品牌超级充电站在运营。小鹏汽车客户现在可以通过遍布中国的1,734个充电站网络享受免费的超级充电和快速充电服务。</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>Xpeng Motors shares changed from up to down by 4%<blockquote>小鹏汽车股价由涨转跌4%</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\">\nXpeng Motors shares changed from up to down by 4%<blockquote>小鹏汽车股价由涨转跌4%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-01 22:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Xpeng Motors shares changed from up to down by 4% in morning trading.</p><p><blockquote>小鹏汽车股价早盘由涨转跌4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b410bb36e06e8b1a13514fa0a4ee9cf0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> XPeng Inc. today announced its vehicle delivery results for November 2021.</p><p><blockquote>小鹏汽车今天公布了2021年11月的车辆交付结果。</blockquote></p><p> XPeng reached the monthly delivery target amidst global supply chain challenges with 15,613 Smart EVs delivered in November, representing a 270% increase year-over-year. The robust delivery momentum bears witness to the competitiveness of XPeng’s Smart EVs and steady execution in light of the ongoing challenges in various aspects of the global supply chain.</p><p><blockquote>在全球供应链挑战中,小鹏汽车实现了月度交付目标,11月份交付了15,613辆智能电动汽车,同比增长270%。强劲的交付势头证明了小鹏汽车智能电动汽车的竞争力以及在全球供应链各方面持续面临挑战的情况下的稳定执行力。</blockquote></p><p> Deliveries in November consisted of 7,839 P7 smart sports sedans, representing a 187% increase year-over-year. The P5 smart family sedan, launched in September 2021, has been building a solid order backlog with 2,154 units delivered in November. At the same time, the G3i smart SUV – launched in July 2021 - is gaining increasing customer traction with 5,546 units delivered in November (plus 74 G3s delivered).</p><p><blockquote>11月份交付量为7,839辆P7智能运动轿车,同比增长187%。2021年9月推出的P5 smart家庭轿车一直在积累稳定的订单积压,11月交付了2,154辆。与此同时,2021年7月推出的G3i智能SUV越来越受到客户的关注,11月份交付了5,546辆(加上交付了74辆G3)。</blockquote></p><p> As of November 30, 2021, year-to-date total vehicle deliveries reached 82,155, representing a 285% increase year-over-year, including 53,110 P7 deliveries.</p><p><blockquote>截至2021年11月30日,年初至今的汽车总交付量达到82,155辆,同比增长285%,其中P7交付量为53,110辆。</blockquote></p><p> The Company’s cumulative deliveries reached 121,953 as of the end of November 2021.</p><p><blockquote>公司截至2021年11月底累计交付量达121,953辆。</blockquote></p><p> In November, XPeng unveiled its new flagship smart SUV, the G9, the Company’s fourth production model and its first model to be designed according to international safety and environmental protection standards. It is also XPeng’s first production model to incorporate a set of groundbreaking in-house technologies, including the X-EEA 3.0 electronic and electric architecture, the latest XPILOT 4.0 advanced driver assistance system and the next-generation XPower 3.0 powertrain and supercharging system. The Company plans to begin deliveries of the G9 in the third quarter of 2022.</p><p><blockquote>11月,小鹏汽车推出了全新旗舰智能SUV G9,这是该公司的第四款量产车型,也是首款按照国际安全和环保标准设计的车型。这也是小鹏汽车首款采用一套突破性内部技术的量产车型,包括X-EEA 3.0电子电气架构、最新的XPILOT 4.0高级驾驶辅助系统以及下一代XPower 3.0动力总成和增压系统。该公司计划于2022年第三季度开始交付G9。</blockquote></p><p> XPeng has been expanding its supercharging network across China, with 550 branded supercharging stations in operation nationwide as of October 31, 2021. XPeng customers can now enjoy free supercharging and fast charging services through a network of 1,734 charging stations across China.</p><p><blockquote>小鹏汽车一直在扩大其在中国的超级充电网络,截至2021年10月31日,全国已有550个品牌超级充电站在运营。小鹏汽车客户现在可以通过遍布中国的1,734个充电站网络享受免费的超级充电和快速充电服务。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187123549","content_text":"Xpeng Motors shares changed from up to down by 4% in morning trading.\n\nXPeng Inc. today announced its vehicle delivery results for November 2021.\nXPeng reached the monthly delivery target amidst global supply chain challenges with 15,613 Smart EVs delivered in November, representing a 270% increase year-over-year. The robust delivery momentum bears witness to the competitiveness of XPeng’s Smart EVs and steady execution in light of the ongoing challenges in various aspects of the global supply chain.\nDeliveries in November consisted of 7,839 P7 smart sports sedans, representing a 187% increase year-over-year. The P5 smart family sedan, launched in September 2021, has been building a solid order backlog with 2,154 units delivered in November. At the same time, the G3i smart SUV – launched in July 2021 - is gaining increasing customer traction with 5,546 units delivered in November (plus 74 G3s delivered).\nAs of November 30, 2021, year-to-date total vehicle deliveries reached 82,155, representing a 285% increase year-over-year, including 53,110 P7 deliveries.\nThe Company’s cumulative deliveries reached 121,953 as of the end of November 2021.\nIn November, XPeng unveiled its new flagship smart SUV, the G9, the Company’s fourth production model and its first model to be designed according to international safety and environmental protection standards. It is also XPeng’s first production model to incorporate a set of groundbreaking in-house technologies, including the X-EEA 3.0 electronic and electric architecture, the latest XPILOT 4.0 advanced driver assistance system and the next-generation XPower 3.0 powertrain and supercharging system. The Company plans to begin deliveries of the G9 in the third quarter of 2022.\nXPeng has been expanding its supercharging network across China, with 550 branded supercharging stations in operation nationwide as of October 31, 2021. XPeng customers can now enjoy free supercharging and fast charging services through a network of 1,734 charging stations across China.","news_type":1,"symbols_score_info":{"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603040422,"gmtCreate":1638345210187,"gmtModify":1638345211226,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603040422","repostId":"1152834981","repostType":4,"repost":{"id":"1152834981","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638341716,"share":"https://www.laohu8.com/m/news/1152834981?lang=zh_CN&edition=full","pubTime":"2021-12-01 14:55","market":"us","language":"en","title":"Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong<blockquote>小鹏汽车、理想汽车港股大涨约8%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152834981","media":"Tiger Newspress","summary":"Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong.","content":"<p>Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong.</p><p><blockquote>小鹏汽车和理想汽车股价在港大涨约8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/11b1e75777a44ae8d2bdda3018ae6e9a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/e1d35662cdcaecbf4c05984cea835f5d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong<blockquote>小鹏汽车、理想汽车港股大涨约8%</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\">\nXpeng Motors and Li Auto stocks surged about 8% in Hong Kong<blockquote>小鹏汽车、理想汽车港股大涨约8%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-01 14:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong.</p><p><blockquote>小鹏汽车和理想汽车股价在港大涨约8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/11b1e75777a44ae8d2bdda3018ae6e9a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/e1d35662cdcaecbf4c05984cea835f5d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","02015":"理想汽车-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152834981","content_text":"Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong.","news_type":1,"symbols_score_info":{"09868":0.9,"02015":0.9}},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609426174,"gmtCreate":1638319167116,"gmtModify":1638319167116,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a> Ten ten ten…","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a> Ten ten ten…","text":"$XPeng Inc.(XPEV)$ Ten ten ten…","images":[{"img":"https://static.tigerbbs.com/0ca42203dd4a5e2ce1cc750514107f1b","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609426174","isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":600351493,"gmtCreate":1638072789424,"gmtModify":1638072789424,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Interesting ","listText":"Interesting ","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600351493","repostId":"1183215653","repostType":4,"repost":{"id":"1183215653","kind":"news","pubTimestamp":1638064282,"share":"https://www.laohu8.com/m/news/1183215653?lang=zh_CN&edition=full","pubTime":"2021-11-28 09:51","market":"us","language":"en","title":"3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond<blockquote>2021年及以后值得买入的3只领先软件即服务股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183215653","media":"Motley Fool","summary":"Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscr","content":"<p>Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.</p><p><blockquote>软件即服务(SaaS)股票可能是相当有利可图的投资。商业模式是基于订阅的,让客户每月支付费用。因为软件通常成为使用它的组织运营的一部分,所以客户可能会坚持与他们签约的提供商合作,并随着时间的推移扩大与他们的业务。此外,软件的物理生产和分销成本最低,使这些公司能够以高毛利率运营。</blockquote></p><p> Three top SaaS stocks that investors should consider today are <a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>, <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>, and <a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</p><p><blockquote>投资者今天应该考虑的三只顶级SaaS股票是<a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>, <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>,和<a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</blockquote></p><p> <a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></blockquote></p><p> This Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.</p><p><blockquote>这家加拿大电子商务巨头为企业提供在线业务。Shopify为任何规模的企业提供了价格合理的选项,为即使是最不起眼的初创企业也提供了一种通过互联网接触客户的经济实惠的方式。它还提供营销和支付处理工具。</blockquote></p><p> According to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only <b>Amazon</b>, and ahead of even huge retailers like <b>Walmart</b> or marketplace operators like <b>eBay.</b></p><p><blockquote>根据eMarketer的数据,Shopify的平台去年在美国电子商务销售额中占据了第二大份额,仅次于<b>亚马逊</b>,甚至领先于大型零售商<b>沃尔玛</b>或者市场运营商喜欢<b>易趣。</b></blockquote></p><p> While it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.</p><p><blockquote>虽然在市场份额方面仍远远落后于亚马逊,但在第三季度,Shopify的收入增长了46%,商品总额(GMV)增长了35%,达到418亿美元。此外,该公司的资产负债表上还有超过75亿美元的现金,可以用来发展业务。</blockquote></p><p> Shopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.</p><p><blockquote>Shopify在过去五年中一直是一只出色的股票,上涨了3,500%以上。然而,管理层预计其GMV的增长速度将快于商业第四季度的整体商业。它还有创建履行网络和开发企业对企业平台的长期目标。凭借雄心勃勃的扩张计划和未来的增长,每个成长型投资者都应该考虑拥有Shopify。</blockquote></p><p> <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></blockquote></p><p> Procore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.</p><p><blockquote>Procore的SaaS产品针对建筑行业。它允许业主、承包商和分包商相互联系,并在一个位置收集有关项目的所有信息。建筑业是最后加入SaaS革命的行业之一,Procore正处于领先地位。</blockquote></p><p> Its revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.</p><p><blockquote>第三季度其收入以30%的速度稳步增长,达到1.32亿美元,并产生了650万美元的自由现金流。与许多SaaS公司不同,Procore并没有将重点放在尽快扩张上。相反,它让客户有机地找到它的平台。它通过让付费客户将非付费用户添加到项目中来实现这一点。在这些企业意识到使用Procore管理项目的好处后,他们更有可能加入并成为付费客户。</blockquote></p><p> Procore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.</p><p><blockquote>Procore比Shopify处于更早的增长阶段;它认为自己已经吸引了2%的潜在客户,只有不到一半的现有客户订阅了其13种产品中的4种或更多。其全球扩张正在取得进展;例如,Procore将于明年开始在法国和德国运营。</blockquote></p><p> <b>Autodesk</b> (NASDAQ:ADSK) competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.</p><p><blockquote><b>Autodesk</b>(纳斯达克:ADSK)以其建筑云产品与Procore竞争。然而,Procore预计2025年全球建筑支出将达到14万亿美元。因此,施工管理软件领域有足够的空间供多个参与者使用。如果Procore能够通过其平台引导哪怕5%的支出,那么Procore将是一项成功的投资。</blockquote></p><p> With a large growth runway ahead, Procore is a great SaaS stock for the future.</p><p><blockquote>Procore未来有很大的增长空间,是SaaS未来的一只优秀股票。</blockquote></p><p> <a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></blockquote></p><p> If you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.</p><p><blockquote>如果你曾经通过短信与企业沟通,Twilio很可能会在这方面提供帮助。它提供应用程序编程接口(API),因此企业可以构建通信工具,而不需要自己的软件工程师。它采用基于使用情况的定价模式,随着客户的增长,可以为Twilio创造更多收入。</blockquote></p><p> Twilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.</p><p><blockquote>Twilio是这三家公司中增长最快的,第三季度收入同比增长65%。它还拥有令人印象深刻的131%的收入净增长率,这意味着现有客户本季度的支出比去年同期增加了31%。虽然Twilio的部分增长确实来自收购公司,但其有机增长率仍然高达38%,令人印象深刻。集中度风险正在降低,其前10大客户仅占总收入的11%,低于去年第三季度的14%。</blockquote></p><p> Businesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.</p><p><blockquote>企业与客户沟通的愿望和需求只会增加,而Twilio正在让他们更容易做到这一点。管理层致力于在未来三年内实现每年30%或更高的有机增长,这将使其收入根据第三季度过去12个月的收入增加到55亿美元以上。</blockquote></p><p></p><p> Twilio shows no signs of slowing down and investors should take note.</p><p><blockquote>Twilio没有显示出放缓的迹象,投资者应该注意。</blockquote></p><p> With all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.</p><p><blockquote>对于这三只股票来说,估值都是一个问题。虽然Twilio和Procore股票的市销率最近有所下降,但Shopify的市销率仍然相当稳定。Shopify的估值也高于其他两家,因为市场认为其电子商务机会巨大。即使在这些水平上,估值仍然代表着潜在的投资风险。然而,由于强大的执行力和未来预期,每个公司都值得获得高倍数。如果其中一家公司开始倒闭,估值将会下降以反映前瞻性情绪。令人兴奋的增长前景往往伴随着估值风险,这取决于公司兑现其长期承诺。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e6bb9a9a2f064d66040f79ad93086bb1\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.</p><p><blockquote>随着世界变得更加互联,SaaS产品为企业提供了强大的工具,他们可以使用这些工具来提高效率和生产力。明智的投资者应该考虑购买所有这三只股票,但必须小心风险。从长远来看,持有这些股票似乎是战胜市场的好方法。</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>3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond<blockquote>2021年及以后值得买入的3只领先软件即服务股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond<blockquote>2021年及以后值得买入的3只领先软件即服务股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-28 09:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.</p><p><blockquote>软件即服务(SaaS)股票可能是相当有利可图的投资。商业模式是基于订阅的,让客户每月支付费用。因为软件通常成为使用它的组织运营的一部分,所以客户可能会坚持与他们签约的提供商合作,并随着时间的推移扩大与他们的业务。此外,软件的物理生产和分销成本最低,使这些公司能够以高毛利率运营。</blockquote></p><p> Three top SaaS stocks that investors should consider today are <a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>, <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>, and <a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</p><p><blockquote>投资者今天应该考虑的三只顶级SaaS股票是<a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>, <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>,和<a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</blockquote></p><p> <a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></blockquote></p><p> This Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.</p><p><blockquote>这家加拿大电子商务巨头为企业提供在线业务。Shopify为任何规模的企业提供了价格合理的选项,为即使是最不起眼的初创企业也提供了一种通过互联网接触客户的经济实惠的方式。它还提供营销和支付处理工具。</blockquote></p><p> According to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only <b>Amazon</b>, and ahead of even huge retailers like <b>Walmart</b> or marketplace operators like <b>eBay.</b></p><p><blockquote>根据eMarketer的数据,Shopify的平台去年在美国电子商务销售额中占据了第二大份额,仅次于<b>亚马逊</b>,甚至领先于大型零售商<b>沃尔玛</b>或者市场运营商喜欢<b>易趣。</b></blockquote></p><p> While it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.</p><p><blockquote>虽然在市场份额方面仍远远落后于亚马逊,但在第三季度,Shopify的收入增长了46%,商品总额(GMV)增长了35%,达到418亿美元。此外,该公司的资产负债表上还有超过75亿美元的现金,可以用来发展业务。</blockquote></p><p> Shopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.</p><p><blockquote>Shopify在过去五年中一直是一只出色的股票,上涨了3,500%以上。然而,管理层预计其GMV的增长速度将快于商业第四季度的整体商业。它还有创建履行网络和开发企业对企业平台的长期目标。凭借雄心勃勃的扩张计划和未来的增长,每个成长型投资者都应该考虑拥有Shopify。</blockquote></p><p> <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></blockquote></p><p> Procore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.</p><p><blockquote>Procore的SaaS产品针对建筑行业。它允许业主、承包商和分包商相互联系,并在一个位置收集有关项目的所有信息。建筑业是最后加入SaaS革命的行业之一,Procore正处于领先地位。</blockquote></p><p> Its revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.</p><p><blockquote>第三季度其收入以30%的速度稳步增长,达到1.32亿美元,并产生了650万美元的自由现金流。与许多SaaS公司不同,Procore并没有将重点放在尽快扩张上。相反,它让客户有机地找到它的平台。它通过让付费客户将非付费用户添加到项目中来实现这一点。在这些企业意识到使用Procore管理项目的好处后,他们更有可能加入并成为付费客户。</blockquote></p><p> Procore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.</p><p><blockquote>Procore比Shopify处于更早的增长阶段;它认为自己已经吸引了2%的潜在客户,只有不到一半的现有客户订阅了其13种产品中的4种或更多。其全球扩张正在取得进展;例如,Procore将于明年开始在法国和德国运营。</blockquote></p><p> <b>Autodesk</b> (NASDAQ:ADSK) competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.</p><p><blockquote><b>Autodesk</b>(纳斯达克:ADSK)以其建筑云产品与Procore竞争。然而,Procore预计2025年全球建筑支出将达到14万亿美元。因此,施工管理软件领域有足够的空间供多个参与者使用。如果Procore能够通过其平台引导哪怕5%的支出,那么Procore将是一项成功的投资。</blockquote></p><p> With a large growth runway ahead, Procore is a great SaaS stock for the future.</p><p><blockquote>Procore未来有很大的增长空间,是SaaS未来的一只优秀股票。</blockquote></p><p> <a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></blockquote></p><p> If you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.</p><p><blockquote>如果你曾经通过短信与企业沟通,Twilio很可能会在这方面提供帮助。它提供应用程序编程接口(API),因此企业可以构建通信工具,而不需要自己的软件工程师。它采用基于使用情况的定价模式,随着客户的增长,可以为Twilio创造更多收入。</blockquote></p><p> Twilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.</p><p><blockquote>Twilio是这三家公司中增长最快的,第三季度收入同比增长65%。它还拥有令人印象深刻的131%的收入净增长率,这意味着现有客户本季度的支出比去年同期增加了31%。虽然Twilio的部分增长确实来自收购公司,但其有机增长率仍然高达38%,令人印象深刻。集中度风险正在降低,其前10大客户仅占总收入的11%,低于去年第三季度的14%。</blockquote></p><p> Businesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.</p><p><blockquote>企业与客户沟通的愿望和需求只会增加,而Twilio正在让他们更容易做到这一点。管理层致力于在未来三年内实现每年30%或更高的有机增长,这将使其收入根据第三季度过去12个月的收入增加到55亿美元以上。</blockquote></p><p></p><p> Twilio shows no signs of slowing down and investors should take note.</p><p><blockquote>Twilio没有显示出放缓的迹象,投资者应该注意。</blockquote></p><p> With all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.</p><p><blockquote>对于这三只股票来说,估值都是一个问题。虽然Twilio和Procore股票的市销率最近有所下降,但Shopify的市销率仍然相当稳定。Shopify的估值也高于其他两家,因为市场认为其电子商务机会巨大。即使在这些水平上,估值仍然代表着潜在的投资风险。然而,由于强大的执行力和未来预期,每个公司都值得获得高倍数。如果其中一家公司开始倒闭,估值将会下降以反映前瞻性情绪。令人兴奋的增长前景往往伴随着估值风险,这取决于公司兑现其长期承诺。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e6bb9a9a2f064d66040f79ad93086bb1\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.</p><p><blockquote>随着世界变得更加互联,SaaS产品为企业提供了强大的工具,他们可以使用这些工具来提高效率和生产力。明智的投资者应该考虑购买所有这三只股票,但必须小心风险。从长远来看,持有这些股票似乎是战胜市场的好方法。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/\">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":{"PCOR":"Procore Technologies","TWLO":"Twilio Inc","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183215653","content_text":"Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.\nThree top SaaS stocks that investors should consider today are Shopify, Procore, and Twilio.\nShopify\nThis Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.\nAccording to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only Amazon, and ahead of even huge retailers like Walmart or marketplace operators like eBay.\nWhile it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.\nShopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.\nProcore\nProcore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.\nIts revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.\nProcore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.\nAutodesk (NASDAQ:ADSK) competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.\nWith a large growth runway ahead, Procore is a great SaaS stock for the future.\nTwilio\nIf you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.\nTwilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.\nBusinesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.\nTwilio shows no signs of slowing down and investors should take note.\nWith all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.\n\nAs the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.","news_type":1,"symbols_score_info":{"SHOP":0.9,"TWLO":0.9,"PCOR":0.9}},"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":603483789,"gmtCreate":1638439137331,"gmtModify":1638439873591,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603483789","repostId":"1158072179","repostType":4,"repost":{"id":"1158072179","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638436880,"share":"https://www.laohu8.com/m/news/1158072179?lang=zh_CN&edition=full","pubTime":"2021-12-02 17:21","market":"us","language":"en","title":"Grab stock Skyrocketed 32% in premarket trading<blockquote>Grab股价在盘前交易中飙升32%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158072179","media":"Tiger Newspress","summary":"Grab stock Skyrocketed 32% in premarket trading.Grab, Southeast Asia's biggest ride-hailing and food","content":"<p>Grab stock Skyrocketed 32% in premarket trading.Grab, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) Altimeter Growth Corp(AGC.O).</p><p><blockquote>Grab股价在盘前交易中飙升32%。东南亚最大的网约车和食品配送公司Grab在以400亿美元与特殊目的收购公司(SPAC)Altimeter Growth Corp(AGC.O)合并后,于周四在纳斯达克上市。</blockquote></p><p> The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</p><p><blockquote>这笔交易是全球有史以来最大的空白支票公司交易,也是东南亚公司在美国最大的上市交易。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/755034d12dd8b016df0369d94758007a\" tg-width=\"850\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab stock Skyrocketed 32% in premarket trading<blockquote>Grab股价在盘前交易中飙升32%</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\">\nGrab stock Skyrocketed 32% in premarket trading<blockquote>Grab股价在盘前交易中飙升32%</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\">2021-12-02 17:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab stock Skyrocketed 32% in premarket trading.Grab, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) Altimeter Growth Corp(AGC.O).</p><p><blockquote>Grab股价在盘前交易中飙升32%。东南亚最大的网约车和食品配送公司Grab在以400亿美元与特殊目的收购公司(SPAC)Altimeter Growth Corp(AGC.O)合并后,于周四在纳斯达克上市。</blockquote></p><p> The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</p><p><blockquote>这笔交易是全球有史以来最大的空白支票公司交易,也是东南亚公司在美国最大的上市交易。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/755034d12dd8b016df0369d94758007a\" tg-width=\"850\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158072179","content_text":"Grab stock Skyrocketed 32% in premarket trading.Grab, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) Altimeter Growth Corp(AGC.O).\nThe deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":2690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600351493,"gmtCreate":1638072789424,"gmtModify":1638072789424,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Interesting ","listText":"Interesting ","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600351493","repostId":"1183215653","repostType":4,"repost":{"id":"1183215653","kind":"news","pubTimestamp":1638064282,"share":"https://www.laohu8.com/m/news/1183215653?lang=zh_CN&edition=full","pubTime":"2021-11-28 09:51","market":"us","language":"en","title":"3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond<blockquote>2021年及以后值得买入的3只领先软件即服务股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183215653","media":"Motley Fool","summary":"Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscr","content":"<p>Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.</p><p><blockquote>软件即服务(SaaS)股票可能是相当有利可图的投资。商业模式是基于订阅的,让客户每月支付费用。因为软件通常成为使用它的组织运营的一部分,所以客户可能会坚持与他们签约的提供商合作,并随着时间的推移扩大与他们的业务。此外,软件的物理生产和分销成本最低,使这些公司能够以高毛利率运营。</blockquote></p><p> Three top SaaS stocks that investors should consider today are <a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>, <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>, and <a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</p><p><blockquote>投资者今天应该考虑的三只顶级SaaS股票是<a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>, <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>,和<a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</blockquote></p><p> <a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></blockquote></p><p> This Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.</p><p><blockquote>这家加拿大电子商务巨头为企业提供在线业务。Shopify为任何规模的企业提供了价格合理的选项,为即使是最不起眼的初创企业也提供了一种通过互联网接触客户的经济实惠的方式。它还提供营销和支付处理工具。</blockquote></p><p> According to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only <b>Amazon</b>, and ahead of even huge retailers like <b>Walmart</b> or marketplace operators like <b>eBay.</b></p><p><blockquote>根据eMarketer的数据,Shopify的平台去年在美国电子商务销售额中占据了第二大份额,仅次于<b>亚马逊</b>,甚至领先于大型零售商<b>沃尔玛</b>或者市场运营商喜欢<b>易趣。</b></blockquote></p><p> While it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.</p><p><blockquote>虽然在市场份额方面仍远远落后于亚马逊,但在第三季度,Shopify的收入增长了46%,商品总额(GMV)增长了35%,达到418亿美元。此外,该公司的资产负债表上还有超过75亿美元的现金,可以用来发展业务。</blockquote></p><p> Shopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.</p><p><blockquote>Shopify在过去五年中一直是一只出色的股票,上涨了3,500%以上。然而,管理层预计其GMV的增长速度将快于商业第四季度的整体商业。它还有创建履行网络和开发企业对企业平台的长期目标。凭借雄心勃勃的扩张计划和未来的增长,每个成长型投资者都应该考虑拥有Shopify。</blockquote></p><p> <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></blockquote></p><p> Procore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.</p><p><blockquote>Procore的SaaS产品针对建筑行业。它允许业主、承包商和分包商相互联系,并在一个位置收集有关项目的所有信息。建筑业是最后加入SaaS革命的行业之一,Procore正处于领先地位。</blockquote></p><p> Its revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.</p><p><blockquote>第三季度其收入以30%的速度稳步增长,达到1.32亿美元,并产生了650万美元的自由现金流。与许多SaaS公司不同,Procore并没有将重点放在尽快扩张上。相反,它让客户有机地找到它的平台。它通过让付费客户将非付费用户添加到项目中来实现这一点。在这些企业意识到使用Procore管理项目的好处后,他们更有可能加入并成为付费客户。</blockquote></p><p> Procore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.</p><p><blockquote>Procore比Shopify处于更早的增长阶段;它认为自己已经吸引了2%的潜在客户,只有不到一半的现有客户订阅了其13种产品中的4种或更多。其全球扩张正在取得进展;例如,Procore将于明年开始在法国和德国运营。</blockquote></p><p> <b>Autodesk</b> (NASDAQ:ADSK) competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.</p><p><blockquote><b>Autodesk</b>(纳斯达克:ADSK)以其建筑云产品与Procore竞争。然而,Procore预计2025年全球建筑支出将达到14万亿美元。因此,施工管理软件领域有足够的空间供多个参与者使用。如果Procore能够通过其平台引导哪怕5%的支出,那么Procore将是一项成功的投资。</blockquote></p><p> With a large growth runway ahead, Procore is a great SaaS stock for the future.</p><p><blockquote>Procore未来有很大的增长空间,是SaaS未来的一只优秀股票。</blockquote></p><p> <a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></blockquote></p><p> If you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.</p><p><blockquote>如果你曾经通过短信与企业沟通,Twilio很可能会在这方面提供帮助。它提供应用程序编程接口(API),因此企业可以构建通信工具,而不需要自己的软件工程师。它采用基于使用情况的定价模式,随着客户的增长,可以为Twilio创造更多收入。</blockquote></p><p> Twilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.</p><p><blockquote>Twilio是这三家公司中增长最快的,第三季度收入同比增长65%。它还拥有令人印象深刻的131%的收入净增长率,这意味着现有客户本季度的支出比去年同期增加了31%。虽然Twilio的部分增长确实来自收购公司,但其有机增长率仍然高达38%,令人印象深刻。集中度风险正在降低,其前10大客户仅占总收入的11%,低于去年第三季度的14%。</blockquote></p><p> Businesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.</p><p><blockquote>企业与客户沟通的愿望和需求只会增加,而Twilio正在让他们更容易做到这一点。管理层致力于在未来三年内实现每年30%或更高的有机增长,这将使其收入根据第三季度过去12个月的收入增加到55亿美元以上。</blockquote></p><p></p><p> Twilio shows no signs of slowing down and investors should take note.</p><p><blockquote>Twilio没有显示出放缓的迹象,投资者应该注意。</blockquote></p><p> With all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.</p><p><blockquote>对于这三只股票来说,估值都是一个问题。虽然Twilio和Procore股票的市销率最近有所下降,但Shopify的市销率仍然相当稳定。Shopify的估值也高于其他两家,因为市场认为其电子商务机会巨大。即使在这些水平上,估值仍然代表着潜在的投资风险。然而,由于强大的执行力和未来预期,每个公司都值得获得高倍数。如果其中一家公司开始倒闭,估值将会下降以反映前瞻性情绪。令人兴奋的增长前景往往伴随着估值风险,这取决于公司兑现其长期承诺。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e6bb9a9a2f064d66040f79ad93086bb1\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.</p><p><blockquote>随着世界变得更加互联,SaaS产品为企业提供了强大的工具,他们可以使用这些工具来提高效率和生产力。明智的投资者应该考虑购买所有这三只股票,但必须小心风险。从长远来看,持有这些股票似乎是战胜市场的好方法。</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>3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond<blockquote>2021年及以后值得买入的3只领先软件即服务股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond<blockquote>2021年及以后值得买入的3只领先软件即服务股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-28 09:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.</p><p><blockquote>软件即服务(SaaS)股票可能是相当有利可图的投资。商业模式是基于订阅的,让客户每月支付费用。因为软件通常成为使用它的组织运营的一部分,所以客户可能会坚持与他们签约的提供商合作,并随着时间的推移扩大与他们的业务。此外,软件的物理生产和分销成本最低,使这些公司能够以高毛利率运营。</blockquote></p><p> Three top SaaS stocks that investors should consider today are <a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>, <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>, and <a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</p><p><blockquote>投资者今天应该考虑的三只顶级SaaS股票是<a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>, <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>,和<a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</blockquote></p><p> <a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></blockquote></p><p> This Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.</p><p><blockquote>这家加拿大电子商务巨头为企业提供在线业务。Shopify为任何规模的企业提供了价格合理的选项,为即使是最不起眼的初创企业也提供了一种通过互联网接触客户的经济实惠的方式。它还提供营销和支付处理工具。</blockquote></p><p> According to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only <b>Amazon</b>, and ahead of even huge retailers like <b>Walmart</b> or marketplace operators like <b>eBay.</b></p><p><blockquote>根据eMarketer的数据,Shopify的平台去年在美国电子商务销售额中占据了第二大份额,仅次于<b>亚马逊</b>,甚至领先于大型零售商<b>沃尔玛</b>或者市场运营商喜欢<b>易趣。</b></blockquote></p><p> While it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.</p><p><blockquote>虽然在市场份额方面仍远远落后于亚马逊,但在第三季度,Shopify的收入增长了46%,商品总额(GMV)增长了35%,达到418亿美元。此外,该公司的资产负债表上还有超过75亿美元的现金,可以用来发展业务。</blockquote></p><p> Shopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.</p><p><blockquote>Shopify在过去五年中一直是一只出色的股票,上涨了3,500%以上。然而,管理层预计其GMV的增长速度将快于商业第四季度的整体商业。它还有创建履行网络和开发企业对企业平台的长期目标。凭借雄心勃勃的扩张计划和未来的增长,每个成长型投资者都应该考虑拥有Shopify。</blockquote></p><p> <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></blockquote></p><p> Procore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.</p><p><blockquote>Procore的SaaS产品针对建筑行业。它允许业主、承包商和分包商相互联系,并在一个位置收集有关项目的所有信息。建筑业是最后加入SaaS革命的行业之一,Procore正处于领先地位。</blockquote></p><p> Its revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.</p><p><blockquote>第三季度其收入以30%的速度稳步增长,达到1.32亿美元,并产生了650万美元的自由现金流。与许多SaaS公司不同,Procore并没有将重点放在尽快扩张上。相反,它让客户有机地找到它的平台。它通过让付费客户将非付费用户添加到项目中来实现这一点。在这些企业意识到使用Procore管理项目的好处后,他们更有可能加入并成为付费客户。</blockquote></p><p> Procore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.</p><p><blockquote>Procore比Shopify处于更早的增长阶段;它认为自己已经吸引了2%的潜在客户,只有不到一半的现有客户订阅了其13种产品中的4种或更多。其全球扩张正在取得进展;例如,Procore将于明年开始在法国和德国运营。</blockquote></p><p> <b>Autodesk</b> (NASDAQ:ADSK) competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.</p><p><blockquote><b>Autodesk</b>(纳斯达克:ADSK)以其建筑云产品与Procore竞争。然而,Procore预计2025年全球建筑支出将达到14万亿美元。因此,施工管理软件领域有足够的空间供多个参与者使用。如果Procore能够通过其平台引导哪怕5%的支出,那么Procore将是一项成功的投资。</blockquote></p><p> With a large growth runway ahead, Procore is a great SaaS stock for the future.</p><p><blockquote>Procore未来有很大的增长空间,是SaaS未来的一只优秀股票。</blockquote></p><p> <a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></blockquote></p><p> If you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.</p><p><blockquote>如果你曾经通过短信与企业沟通,Twilio很可能会在这方面提供帮助。它提供应用程序编程接口(API),因此企业可以构建通信工具,而不需要自己的软件工程师。它采用基于使用情况的定价模式,随着客户的增长,可以为Twilio创造更多收入。</blockquote></p><p> Twilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.</p><p><blockquote>Twilio是这三家公司中增长最快的,第三季度收入同比增长65%。它还拥有令人印象深刻的131%的收入净增长率,这意味着现有客户本季度的支出比去年同期增加了31%。虽然Twilio的部分增长确实来自收购公司,但其有机增长率仍然高达38%,令人印象深刻。集中度风险正在降低,其前10大客户仅占总收入的11%,低于去年第三季度的14%。</blockquote></p><p> Businesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.</p><p><blockquote>企业与客户沟通的愿望和需求只会增加,而Twilio正在让他们更容易做到这一点。管理层致力于在未来三年内实现每年30%或更高的有机增长,这将使其收入根据第三季度过去12个月的收入增加到55亿美元以上。</blockquote></p><p></p><p> Twilio shows no signs of slowing down and investors should take note.</p><p><blockquote>Twilio没有显示出放缓的迹象,投资者应该注意。</blockquote></p><p> With all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.</p><p><blockquote>对于这三只股票来说,估值都是一个问题。虽然Twilio和Procore股票的市销率最近有所下降,但Shopify的市销率仍然相当稳定。Shopify的估值也高于其他两家,因为市场认为其电子商务机会巨大。即使在这些水平上,估值仍然代表着潜在的投资风险。然而,由于强大的执行力和未来预期,每个公司都值得获得高倍数。如果其中一家公司开始倒闭,估值将会下降以反映前瞻性情绪。令人兴奋的增长前景往往伴随着估值风险,这取决于公司兑现其长期承诺。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e6bb9a9a2f064d66040f79ad93086bb1\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.</p><p><blockquote>随着世界变得更加互联,SaaS产品为企业提供了强大的工具,他们可以使用这些工具来提高效率和生产力。明智的投资者应该考虑购买所有这三只股票,但必须小心风险。从长远来看,持有这些股票似乎是战胜市场的好方法。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/\">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":{"PCOR":"Procore Technologies","TWLO":"Twilio Inc","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183215653","content_text":"Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.\nThree top SaaS stocks that investors should consider today are Shopify, Procore, and Twilio.\nShopify\nThis Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.\nAccording to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only Amazon, and ahead of even huge retailers like Walmart or marketplace operators like eBay.\nWhile it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.\nShopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.\nProcore\nProcore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.\nIts revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.\nProcore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.\nAutodesk (NASDAQ:ADSK) competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.\nWith a large growth runway ahead, Procore is a great SaaS stock for the future.\nTwilio\nIf you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.\nTwilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.\nBusinesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.\nTwilio shows no signs of slowing down and investors should take note.\nWith all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.\n\nAs the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.","news_type":1,"symbols_score_info":{"SHOP":0.9,"TWLO":0.9,"PCOR":0.9}},"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604929933,"gmtCreate":1639314585445,"gmtModify":1639314585641,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"This is sad. Like for like ","listText":"This is sad. Like for like ","text":"This is sad. Like for like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604929933","repostId":"1134450838","repostType":4,"repost":{"id":"1134450838","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639148939,"share":"https://www.laohu8.com/m/news/1134450838?lang=zh_CN&edition=full","pubTime":"2021-12-10 23:08","market":"us","language":"en","title":"Grab shares dropped another 9% in morning trading<blockquote>Grab股价早盘再下跌9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134450838","media":"Tiger Newspress","summary":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","content":"<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p><p><blockquote>Grab股价继昨天下跌超过9%后,早盘又下跌9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab shares dropped another 9% in morning trading<blockquote>Grab股价早盘再下跌9%</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; 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab shares dropped another 9% in morning trading<blockquote>Grab股价早盘再下跌9%</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\">2021-12-10 23:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p><p><blockquote>Grab股价继昨天下跌超过9%后,早盘又下跌9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134450838","content_text":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":2273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602842299,"gmtCreate":1639009902923,"gmtModify":1639009903052,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Not baddd","listText":"Not baddd","text":"Not baddd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602842299","repostId":"1161444269","repostType":4,"repost":{"id":"1161444269","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638977215,"share":"https://www.laohu8.com/m/news/1161444269?lang=zh_CN&edition=full","pubTime":"2021-12-08 23:26","market":"us","language":"en","title":"Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%,创新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161444269","media":"Tiger Newspress","summary":"Apple shares rose nearly 2% to a new high in morning trading.","content":"<p>Apple shares rose nearly 2% to a new high in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%,创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%,创新高</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 shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%,创新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 23:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares rose nearly 2% to a new high in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%,创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></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":"1161444269","content_text":"Apple shares rose nearly 2% to a new high in morning trading.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603142255,"gmtCreate":1638380438997,"gmtModify":1638380439172,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>😂😂😂","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>😂😂😂","text":"$Altimeter Growth Corp.(AGC)$😂😂😂","images":[{"img":"https://static.tigerbbs.com/0f4ec953c54c044bba3a3ff0c7cd0696","width":"1242","height":"2688"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603142255","isVote":1,"tweetType":1,"viewCount":2765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":603101531,"gmtCreate":1638370890640,"gmtModify":1638370890824,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"🤦🏻🤦🏻🤦🏻","listText":"🤦🏻🤦🏻🤦🏻","text":"🤦🏻🤦🏻🤦🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603101531","repostId":"1187123549","repostType":4,"repost":{"id":"1187123549","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638370614,"share":"https://www.laohu8.com/m/news/1187123549?lang=zh_CN&edition=full","pubTime":"2021-12-01 22:56","market":"us","language":"en","title":"Xpeng Motors shares changed from up to down by 4%<blockquote>小鹏汽车股价由涨转跌4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187123549","media":"Tiger Newspress","summary":"Xpeng Motors shares changed from up to down by 4% in morning trading.\n\nXPeng Inc. today announced it","content":"<p>Xpeng Motors shares changed from up to down by 4% in morning trading.</p><p><blockquote>小鹏汽车股价早盘由涨转跌4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b410bb36e06e8b1a13514fa0a4ee9cf0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> XPeng Inc. today announced its vehicle delivery results for November 2021.</p><p><blockquote>小鹏汽车今天公布了2021年11月的车辆交付结果。</blockquote></p><p> XPeng reached the monthly delivery target amidst global supply chain challenges with 15,613 Smart EVs delivered in November, representing a 270% increase year-over-year. The robust delivery momentum bears witness to the competitiveness of XPeng’s Smart EVs and steady execution in light of the ongoing challenges in various aspects of the global supply chain.</p><p><blockquote>在全球供应链挑战中,小鹏汽车实现了月度交付目标,11月份交付了15,613辆智能电动汽车,同比增长270%。强劲的交付势头证明了小鹏汽车智能电动汽车的竞争力以及在全球供应链各方面持续面临挑战的情况下的稳定执行力。</blockquote></p><p> Deliveries in November consisted of 7,839 P7 smart sports sedans, representing a 187% increase year-over-year. The P5 smart family sedan, launched in September 2021, has been building a solid order backlog with 2,154 units delivered in November. At the same time, the G3i smart SUV – launched in July 2021 - is gaining increasing customer traction with 5,546 units delivered in November (plus 74 G3s delivered).</p><p><blockquote>11月份交付量为7,839辆P7智能运动轿车,同比增长187%。2021年9月推出的P5 smart家庭轿车一直在积累稳定的订单积压,11月交付了2,154辆。与此同时,2021年7月推出的G3i智能SUV越来越受到客户的关注,11月份交付了5,546辆(加上交付了74辆G3)。</blockquote></p><p> As of November 30, 2021, year-to-date total vehicle deliveries reached 82,155, representing a 285% increase year-over-year, including 53,110 P7 deliveries.</p><p><blockquote>截至2021年11月30日,年初至今的汽车总交付量达到82,155辆,同比增长285%,其中P7交付量为53,110辆。</blockquote></p><p> The Company’s cumulative deliveries reached 121,953 as of the end of November 2021.</p><p><blockquote>公司截至2021年11月底累计交付量达121,953辆。</blockquote></p><p> In November, XPeng unveiled its new flagship smart SUV, the G9, the Company’s fourth production model and its first model to be designed according to international safety and environmental protection standards. It is also XPeng’s first production model to incorporate a set of groundbreaking in-house technologies, including the X-EEA 3.0 electronic and electric architecture, the latest XPILOT 4.0 advanced driver assistance system and the next-generation XPower 3.0 powertrain and supercharging system. The Company plans to begin deliveries of the G9 in the third quarter of 2022.</p><p><blockquote>11月,小鹏汽车推出了全新旗舰智能SUV G9,这是该公司的第四款量产车型,也是首款按照国际安全和环保标准设计的车型。这也是小鹏汽车首款采用一套突破性内部技术的量产车型,包括X-EEA 3.0电子电气架构、最新的XPILOT 4.0高级驾驶辅助系统以及下一代XPower 3.0动力总成和增压系统。该公司计划于2022年第三季度开始交付G9。</blockquote></p><p> XPeng has been expanding its supercharging network across China, with 550 branded supercharging stations in operation nationwide as of October 31, 2021. XPeng customers can now enjoy free supercharging and fast charging services through a network of 1,734 charging stations across China.</p><p><blockquote>小鹏汽车一直在扩大其在中国的超级充电网络,截至2021年10月31日,全国已有550个品牌超级充电站在运营。小鹏汽车客户现在可以通过遍布中国的1,734个充电站网络享受免费的超级充电和快速充电服务。</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>Xpeng Motors shares changed from up to down by 4%<blockquote>小鹏汽车股价由涨转跌4%</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\">\nXpeng Motors shares changed from up to down by 4%<blockquote>小鹏汽车股价由涨转跌4%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-01 22:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Xpeng Motors shares changed from up to down by 4% in morning trading.</p><p><blockquote>小鹏汽车股价早盘由涨转跌4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b410bb36e06e8b1a13514fa0a4ee9cf0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> XPeng Inc. today announced its vehicle delivery results for November 2021.</p><p><blockquote>小鹏汽车今天公布了2021年11月的车辆交付结果。</blockquote></p><p> XPeng reached the monthly delivery target amidst global supply chain challenges with 15,613 Smart EVs delivered in November, representing a 270% increase year-over-year. The robust delivery momentum bears witness to the competitiveness of XPeng’s Smart EVs and steady execution in light of the ongoing challenges in various aspects of the global supply chain.</p><p><blockquote>在全球供应链挑战中,小鹏汽车实现了月度交付目标,11月份交付了15,613辆智能电动汽车,同比增长270%。强劲的交付势头证明了小鹏汽车智能电动汽车的竞争力以及在全球供应链各方面持续面临挑战的情况下的稳定执行力。</blockquote></p><p> Deliveries in November consisted of 7,839 P7 smart sports sedans, representing a 187% increase year-over-year. The P5 smart family sedan, launched in September 2021, has been building a solid order backlog with 2,154 units delivered in November. At the same time, the G3i smart SUV – launched in July 2021 - is gaining increasing customer traction with 5,546 units delivered in November (plus 74 G3s delivered).</p><p><blockquote>11月份交付量为7,839辆P7智能运动轿车,同比增长187%。2021年9月推出的P5 smart家庭轿车一直在积累稳定的订单积压,11月交付了2,154辆。与此同时,2021年7月推出的G3i智能SUV越来越受到客户的关注,11月份交付了5,546辆(加上交付了74辆G3)。</blockquote></p><p> As of November 30, 2021, year-to-date total vehicle deliveries reached 82,155, representing a 285% increase year-over-year, including 53,110 P7 deliveries.</p><p><blockquote>截至2021年11月30日,年初至今的汽车总交付量达到82,155辆,同比增长285%,其中P7交付量为53,110辆。</blockquote></p><p> The Company’s cumulative deliveries reached 121,953 as of the end of November 2021.</p><p><blockquote>公司截至2021年11月底累计交付量达121,953辆。</blockquote></p><p> In November, XPeng unveiled its new flagship smart SUV, the G9, the Company’s fourth production model and its first model to be designed according to international safety and environmental protection standards. It is also XPeng’s first production model to incorporate a set of groundbreaking in-house technologies, including the X-EEA 3.0 electronic and electric architecture, the latest XPILOT 4.0 advanced driver assistance system and the next-generation XPower 3.0 powertrain and supercharging system. The Company plans to begin deliveries of the G9 in the third quarter of 2022.</p><p><blockquote>11月,小鹏汽车推出了全新旗舰智能SUV G9,这是该公司的第四款量产车型,也是首款按照国际安全和环保标准设计的车型。这也是小鹏汽车首款采用一套突破性内部技术的量产车型,包括X-EEA 3.0电子电气架构、最新的XPILOT 4.0高级驾驶辅助系统以及下一代XPower 3.0动力总成和增压系统。该公司计划于2022年第三季度开始交付G9。</blockquote></p><p> XPeng has been expanding its supercharging network across China, with 550 branded supercharging stations in operation nationwide as of October 31, 2021. XPeng customers can now enjoy free supercharging and fast charging services through a network of 1,734 charging stations across China.</p><p><blockquote>小鹏汽车一直在扩大其在中国的超级充电网络,截至2021年10月31日,全国已有550个品牌超级充电站在运营。小鹏汽车客户现在可以通过遍布中国的1,734个充电站网络享受免费的超级充电和快速充电服务。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187123549","content_text":"Xpeng Motors shares changed from up to down by 4% in morning trading.\n\nXPeng Inc. today announced its vehicle delivery results for November 2021.\nXPeng reached the monthly delivery target amidst global supply chain challenges with 15,613 Smart EVs delivered in November, representing a 270% increase year-over-year. The robust delivery momentum bears witness to the competitiveness of XPeng’s Smart EVs and steady execution in light of the ongoing challenges in various aspects of the global supply chain.\nDeliveries in November consisted of 7,839 P7 smart sports sedans, representing a 187% increase year-over-year. The P5 smart family sedan, launched in September 2021, has been building a solid order backlog with 2,154 units delivered in November. At the same time, the G3i smart SUV – launched in July 2021 - is gaining increasing customer traction with 5,546 units delivered in November (plus 74 G3s delivered).\nAs of November 30, 2021, year-to-date total vehicle deliveries reached 82,155, representing a 285% increase year-over-year, including 53,110 P7 deliveries.\nThe Company’s cumulative deliveries reached 121,953 as of the end of November 2021.\nIn November, XPeng unveiled its new flagship smart SUV, the G9, the Company’s fourth production model and its first model to be designed according to international safety and environmental protection standards. It is also XPeng’s first production model to incorporate a set of groundbreaking in-house technologies, including the X-EEA 3.0 electronic and electric architecture, the latest XPILOT 4.0 advanced driver assistance system and the next-generation XPower 3.0 powertrain and supercharging system. The Company plans to begin deliveries of the G9 in the third quarter of 2022.\nXPeng has been expanding its supercharging network across China, with 550 branded supercharging stations in operation nationwide as of October 31, 2021. XPeng customers can now enjoy free supercharging and fast charging services through a network of 1,734 charging stations across China.","news_type":1,"symbols_score_info":{"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693787166,"gmtCreate":1640081336410,"gmtModify":1640081336592,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693787166","repostId":"1117226796","repostType":4,"repost":{"id":"1117226796","kind":"news","pubTimestamp":1640057164,"share":"https://www.laohu8.com/m/news/1117226796?lang=zh_CN&edition=full","pubTime":"2021-12-21 11:26","market":"us","language":"en","title":"Palantir: 3 Reasons Against It And Why It's Still A Buy<blockquote>Palantir:反对它的3个理由以及为什么它仍然值得买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117226796","media":"Seeking Alpha","summary":"Summary\n\nPalantir Technologies is a battleground stock. Listening to the bears' arguments is a good ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir Technologies is a battleground stock. Listening to the bears' arguments is a good idea for bulls.</li> <li>PLTR dilutes its shareholders, but that is not necessarily a huge problem.</li> <li>Despite some interest rate headwinds, PLTR seems like a good investment to me, thanks to a strong moat and great growth outlook.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7230cdd890b86f9941b99b1503d04049\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>spxChrome/E+ via Getty Images</span></p><p><blockquote><ul><li>Palantir Technologies是一只战场股票。听空头的论点对多头来说是个好主意。</li><li>PLTR稀释了其股东,但这不一定是一个大问题。</li><li>尽管存在一些利率阻力,但PLTR对我来说似乎是一项不错的投资,这要归功于强大的护城河和巨大的增长前景。</li></ul><p class=\"t-img-caption\"><span>spxChrome/E+来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) is an embattled growth stock, and in recent weeks, bears have been winning as shares continued to decline. There are, indeed some important bear arguments, such as dilution, reliance on government contracts, and rising interest rates. I do, however, still believe that Palantir Technologies is an attractive long-term investment, due to the act that its technology could lead to massive growth for many years to come.</p><p><blockquote>Palantir Technologies(PLTR)是一只陷入困境的成长型股票,最近几周,随着股价持续下跌,空头一直在获胜。确实有一些重要的看跌论点,例如稀释、对政府合同的依赖以及利率上升。然而,我仍然相信Palantir Technologies是一项有吸引力的长期投资,因为其技术可能会在未来许多年带来巨大增长。</blockquote></p><p> <b>3 Issues Brought Up By Bears</b></p><p><blockquote><b>空头提出的3个问题</b></blockquote></p><p> Palantir is a growth stock that brings out highly convinced bulls as well as highly convinced bears. Generally, I am in the bullish camp here, but taking a look at the bear arguments can be a good idea as well. Three of the most common arguments against Palantir are the following ones:</p><p><blockquote>Palantir是一只成长型股票,可以带来高度确信的多头和高度确信的空头。总的来说,我在这里是看涨阵营,但看看看跌的论点也是一个好主意。反对Palantir的三个最常见的论点如下:</blockquote></p><p> <b>1. Shareholder Dilution</b></p><p><blockquote><b>1.股东稀释</b></blockquote></p><p> Growth on a company-wide basis is important, but growth on a per-share basis is even more important. There are many examples that show that changes in a company's share count can create or destroy a lot of shareholder value. Apple (AAPL), for example, has seen its net income grow by roughly 190% over the last decade:</p><p><blockquote>全公司的增长很重要,但每股的增长更重要。有许多例子表明,公司股票数量的变化可以创造或破坏大量股东价值。例如,苹果(AAPL)的净利润在过去十年中增长了约190%:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b5263c8346cfbbb898f1d1ac9a5bead\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Thanks to a declining share count, its earnings per share rose by a much more attractive 350%, however -- buybacks created a lot of shareholder value. There are also examples where a rising share count destroyed a lot of shareholder value, e.g. at Citigroup (C):</p><p><blockquote>然而,由于股票数量下降,其每股收益增长了更具吸引力的350%——回购创造了大量股东价值。也有股票数量增加破坏了大量股东价值的例子,例如花旗集团(C):</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc39008812f5e2d0082dedc95b025c68\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Massive share issuance during the Great Recession has resulted in a 75% earnings per share decline since 2007, even though net profits were up over the same time frame. Looking at the changes in a company's share count thus makes sense, as those changes can have a large impact in the long run. At Palantir, we see that the share count has been rising considerably since the company went public. During the most recent quarter, Palantir's share count looked like this:</p><p><blockquote>自2007年以来,大衰退期间的大规模股票发行导致每股收益下降75%,尽管同期净利润有所增长。因此,关注公司股票数量的变化是有意义的,因为从长远来看,这些变化可能会产生很大的影响。在Palantir,我们看到自公司上市以来,股票数量一直在大幅增加。最近一个季度,Palantir的股票数量如下所示:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/917ca4d7a390ced61d7c92d528f84fc1\" tg-width=\"640\" tg-height=\"539\" width=\"100%\" height=\"auto\"><span>Source: Palantir Press Release</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir新闻稿</span></p></blockquote></p><p> Compared to the second quarter, Palantir's average share count was 1.895 billion, which makes for a 3.5% quarterly increase, which pencils out to an annual growth rate in the mid-teens. That is, of course, not negligible at all, and bears to have an argument when they state that shareholders get diluted at a meaningful pace. On the other hand, Palantir's business growth rate is way higher than 3% per quarter, as the company has guided for ~40% revenue growth this year, and since Palantir should also deliver outsized business growth in the coming years. Even if Palantir's share count were to climb by 10%-15% a year going forward, revenue per share would still climb by 25%+ a year thanks to the fact that PLTR is growing rapidly. I also believe that dilution will, over the years, decline. Not only has this been the case at many other growth companies, e.g. Amazon (AMZN), Alphabet (GOOG), or Meta (FB), but it is also logical from an option rewards perspective. Option rewards are especially generous when a company is not yet publicly traded and when its future is still more uncertain, but as a company matures, employees get more comfortable as risks for the company decline, and they do not demand large option packages any longer. Last but not least, Palantir also generates strong free cash flows that should allow the company to do share buybacks in the future, which should help improve the dilution rate as well.</p><p><blockquote>与第二季度相比,Palantir的平均股票数量为18.95亿股,季度增长3.5%,年增长率在十几岁左右。当然,这一点根本不可忽视,当他们说股东以有意义的速度被稀释时,就值得争论。另一方面,Palantir的业务增长率远高于每季度3%,因为该公司预计今年的收入增长约为40%,而且Palantir也应该在未来几年实现巨大的业务增长。即使Palantir的股票数量未来每年增长10%-15%,由于PLTR的快速增长,每股收入仍将每年增长25%以上。我还相信,随着时间的推移,稀释度将会下降。这不仅适用于许多其他成长型公司,例如亚马逊(AMZN)、Alphabet(GOOG)或Meta(FB),但从期权回报的角度来看,这也是合乎逻辑的。当一家公司尚未公开交易且其未来仍然更加不确定时,期权奖励尤其丰厚,但随着公司成熟,随着公司风险的下降,员工会变得更加舒适,他们不再要求大笔期权套餐。最后但并非最不重要的是,Palantir还产生了强劲的自由现金流,这应该使该公司能够在未来进行股票回购,这也应该有助于提高稀释率。</blockquote></p><p> <b>2. Reliance on government contracts</b></p><p><blockquote><b>2.对政府合同的依赖</b></blockquote></p><p></p><p> In a recent bearish article, fellow Seeking Alpha contributor On The Pulse argued that Palantir was overvalued and that its reliance on government contracts was an issue. Palantir Technologies is, indeed, reliant on government contracts to a large degree today, but I do not believe that this is a major issue. First, Palantir has diversified away from government contracts in the recent past, thanks to massive growth in its commercial business:</p><p><blockquote>在最近的一篇看跌文章中,The Pulse的Seeking Alpha撰稿人认为Palantir被高估,其对政府合同的依赖是一个问题。Palantir Technologies如今确实在很大程度上依赖政府合同,但我不认为这是一个主要问题。首先,由于商业业务的大幅增长,Palantir最近实现了多元化,摆脱了政府合同:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de23409915ee3811691b986a42ece899\" tg-width=\"640\" tg-height=\"308\" width=\"100%\" height=\"auto\"><span>Source: Palantir Technologies presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir技术演示</span></p></blockquote></p><p> In fact, Palantir's commercial business has been growing much faster than its government business in the recent past, which shows that commercial customers from all kinds of industries apparently see a lot of value in Palantir's technology -- otherwise, they wouldn't be buying at a rapid pace. With</p><p><blockquote>事实上,Palantir的商业业务近年来的增长速度远远快于其政府业务,这表明来自各个行业的商业客户显然看到了Palantir技术的巨大价值——否则,他们不会购买Palantir技术。速度很快。和</blockquote></p><p> With the commercial business growth rate outpacing the government business growth rate, Palantir will, over the years, become a company that is less and less dependent on government contracts, and that will ultimately turn into a B2B-focused software/technology player. Even if Palantir were to remain a government-focused company forever, which seems unlikely based on the current growth rates of the individual business units, that would not necessarily be an issue. Working for the government means that there is very little counterparty risk and that existing relations can easily be used to get future contracts. Last but not least, with government budgets rising relatively steadily, good government connections allow for considerable growth opportunities -- especially in the defense tech/security tech space Palantir is active in, as there is a huge need for further investments in this space.</p><p><blockquote>随着商业业务增长率超过政府业务增长率,Palantir将在多年后成为一家越来越不依赖政府合同的公司,并最终成为一家专注于B2B的软件/技术公司。即使Palantir永远是一家以政府为中心的公司(根据各个业务部门目前的增长率,这似乎不太可能),但这也不一定是一个问题。为政府工作意味着交易对手风险很小,现有关系可以很容易地用来获得未来的合同。最后但并非最不重要的一点是,随着政府预算相对稳定地增长,良好的政府关系带来了相当大的增长机会——特别是在Palantir活跃的国防技术/安全技术领域,因为该领域非常需要进一步投资。</blockquote></p><p> The claim that a government focus leads to lacking scalability is also false, I believe. Per Palantir's most recent quarterly report (linked above), its operating expenses rose by $9 million between Q3 2020 and Q3 2021 -- whereas revenues rose by $103 million in the same time frame. This backs out changes in share-based compensation. If one were to include those SBC expenses, Palantir's expenses actually<i>declined</i>year-over-year while the company managed to grow its revenue by close to 40%. The claim that Palantir will not generate any scale advantages over the years thus seems to be unfounded, I believe. Instead, the data suggest that Palantir will be able to grow its margins considerably -- the company was able to grow its adjusted gross profit by a massive $90 million while growing its adjusted operating expenses by just $9 million -- making for excellent operating leverage.</p><p><blockquote>我认为,政府关注导致缺乏可扩展性的说法也是错误的。根据Palantir最新的季度报告(上面链接),2020年第三季度至2021年第三季度期间,其运营费用增加了900万美元,而同期收入增加了1.03亿美元。这抵消了股权激励的变化。如果将这些SBC费用包括在内,Palantir的费用实际上<i>拒绝</i>而该公司的收入同比增长了近40%。因此,我认为Palantir多年来不会产生任何规模优势的说法似乎是没有根据的。相反,数据表明Palantir将能够大幅提高其利润率——该公司调整后毛利润大幅增长9000万美元,而调整后运营费用仅增长900万美元——从而实现出色的运营杠杆。</blockquote></p><p> <b>3. Exposure to rising rates</b></p><p><blockquote><b>3.利率上升的风险</b></blockquote></p><p> Massive inflation will force the Fed to raise rates in 2022 and beyond, and that could be an issue for growth stocks. Companies that are not profitable today, or that have the vast majority of their profits in the distant future, are more exposed to a rising discount rate compared to companies that have low or no growth and that generate a large amount of all future profits in the near term. This could result in outperformance of value stocks versus growth stocks in the coming years, I believe. Palantir, which is not profitable yet, naturally belongs in the \"growth\" bucket that could see an above-average impact from rising interest rates. There is no real counter-argument here, I believe -- it is indeed true that the impact of rising rates on Palantir, all else equal, will be larger compared to a value stock like AbbVie (ABBV), for example.</p><p><blockquote>大规模通胀将迫使美联储在2022年及以后加息,这可能是成长型股票的一个问题。与增长较低或没有增长且在短期内产生大量未来利润的公司相比,今天不盈利或绝大多数利润在遥远未来的公司更容易面临贴现率上升的风险。我相信,这可能会导致未来几年价值股优于成长股。Palantir尚未盈利,自然属于“增长”类别,利率上升可能会产生高于平均水平的影响。我认为,这里没有真正的反驳——确实,在其他条件相同的情况下,利率上升对Palantir的影响将比艾伯维(ABBV)等价值股更大。</blockquote></p><p> This being an incremental negative for Palantir doesn't mean that shares have to be avoided under any circumstances, however. Indeed, even despite some potential headwinds from rising rates, Palantir could still be an attractive investment if other arguments have a larger weight -- I believe this to be true, as I see PLTR's massive growth potential and huge moat outweighing some near-term headwinds from rising rates.</p><p><blockquote>然而,这对Palantir来说是一个增量负面影响,并不意味着在任何情况下都必须避免股票。事实上,即使利率上升带来了一些潜在的阻力,如果其他论点具有更大的权重,Palantir仍然可能是一项有吸引力的投资——我相信这是真的,因为我认为PLTR巨大的增长潜力和巨大的护城河超过了近期的一些阻力来自利率上升。</blockquote></p><p> <b>Why Palantir Is Still Attractive</b></p><p><blockquote><b>为什么Palantir仍然有吸引力</b></blockquote></p><p> Bears bring up a range of arguments against Palantir, and as shown above, those can have merit. I believe that they might be overblown in some cases, but taking a look at the bear's arguments doesn't hurt -- in fact, it seems like a good idea to look at both sides in order to make a more informed decision. Dilution is indeed an issue, although I do not believe that this will be too much of a headwind, since PLTR's business growth easily outpaces dilution and since dilution, overall, should slow down over the years. Government reliance will wane over the years due to an above-average commercial business growth rate, and in general, doing business with the government is not a bad thing anyway. The claim that PLTR lacks scalability seems to be false, from what I see in PLTR's data.</p><p><blockquote>看空者提出了一系列反对Palantir的论点,如上所示,这些论点可能有其优点。我相信在某些情况下他们可能被夸大了,但看看空头的论点并没有什么坏处——事实上,为了做出更明智的决定,看看双方似乎是个好主意。稀释确实是一个问题,尽管我不认为这会是太大的阻力,因为PLTR的业务增长很容易超过稀释,而且总体而言,稀释应该会在几年内放缓。由于高于平均水平的商业业务增长率,对政府的依赖将会随着时间的推移而减弱,总的来说,与政府做生意无论如何都不是一件坏事。从我在PLTR的数据中看到的来看,PLTR缺乏可扩展性的说法似乎是错误的。</blockquote></p><p></p><p> Palantir is, despite these arguments, attractive, I believe: The company is growing rapidly, has decades-long growth potential in both its government business as well as on the commercial side, and Palantir seems to have a very wide moat. This combination could turn Palantir into one of the largest and most important companies eventually -- although investors shouldn't expect this to happen in the very near term. Instead, I believe that there is a good chance that Palantir will grow at a considerable rate throughout the 2020s and beyond, as our world becomes ever more data-hungry -- both governments, as well as enterprises, will try to get the most value out of all of this data, and Palantir, with its tailored solutions, will be there to offer that value to its customers. With new tools such as the recently-showcased Foundry for crypto, Palantir is at the forefront of all kinds of emerging technologies. Thanks to the fact that Palantir has access to top talent -- the result of SBC and of an excellent working environment-- I believe that there is a good chance that Palantir will be able to be highly competitive in all kinds of future markets in the Big Data/AI space that may not even exist yet.</p><p><blockquote>尽管有这些论点,我相信Palantir仍然很有吸引力:该公司发展迅速,在政府业务和商业方面都具有数十年的增长潜力,而且Palantir似乎拥有非常宽的护城河。这种合并最终可能会将Palantir变成最大、最重要的公司之一——尽管投资者不应指望这种情况会在短期内发生。相反,我相信Palantir很有可能在整个2020年代及以后以相当大的速度增长,因为我们的世界变得越来越需要数据——政府和企业都将努力获得最大的价值从所有这些数据中获得,Palantir将凭借其量身定制的解决方案,为其客户提供这种价值。凭借最近展示的Foundry for Crypto等新工具,Palantir处于各种新兴技术的前沿。由于Palantir能够接触到顶尖人才——SBC的结果和良好的工作环境——我相信Palantir很有可能能够在未来的各种市场中具有高度竞争力。大数据/人工智能领域可能还不存在。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> In general, I am not much of a growth investor -- instead, I primarily focus on attractively priced stocks with strong cash flows, oftentimes those that pay dividends. Palantir, however, is somewhat of an outlier in my portfolio -- it's a growth stock, it is not really profitable yet, and most of its potential is years away. Due to the highly attractive combination of a massive market opportunity, excellent talent, and a wide moat, Palantir still seems like an attractive long-term investment to me. This isn't a stock that will make investors rich quickly, but I believe that there is a very good chance that Palantir will turn into a very dominant, important company over the next 10+ years. At 19x next year's revenue, PLTR is not cheap, but when we expect that the company will grow at a strong rate for many years, that also doesn't seem outlandish to me at all. It makes sense to listen to the bears' arguments, but I believe that the pros outweigh the cons here.</p><p><blockquote>总的来说,我不是一个成长型投资者——相反,我主要关注价格有吸引力、现金流强劲的股票,通常是那些支付股息的股票。然而,Palantir在我的投资组合中有点异类——它是一只成长型股票,尚未真正盈利,而且其大部分潜力还需要数年时间。由于巨大的市场机会、优秀的人才和宽阔的护城河的极具吸引力的组合,Palantir对我来说仍然是一项有吸引力的长期投资。这不是一只能让投资者快速致富的股票,但我相信Palantir很有可能在未来10多年成为一家非常占主导地位的重要公司。PLTR明年收入的19倍并不便宜,但当我们预计该公司将在许多年内以强劲的速度增长时,这对我来说一点也不奇怪。听空头的论点是有道理的,但我相信这里利大于弊。</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>Palantir: 3 Reasons Against It And Why It's Still A Buy<blockquote>Palantir:反对它的3个理由以及为什么它仍然值得买入</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\">\nPalantir: 3 Reasons Against It And Why It's Still A Buy<blockquote>Palantir:反对它的3个理由以及为什么它仍然值得买入</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\">2021-12-21 11:26</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>Palantir Technologies is a battleground stock. Listening to the bears' arguments is a good idea for bulls.</li> <li>PLTR dilutes its shareholders, but that is not necessarily a huge problem.</li> <li>Despite some interest rate headwinds, PLTR seems like a good investment to me, thanks to a strong moat and great growth outlook.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7230cdd890b86f9941b99b1503d04049\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>spxChrome/E+ via Getty Images</span></p><p><blockquote><ul><li>Palantir Technologies是一只战场股票。听空头的论点对多头来说是个好主意。</li><li>PLTR稀释了其股东,但这不一定是一个大问题。</li><li>尽管存在一些利率阻力,但PLTR对我来说似乎是一项不错的投资,这要归功于强大的护城河和巨大的增长前景。</li></ul><p class=\"t-img-caption\"><span>spxChrome/E+来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) is an embattled growth stock, and in recent weeks, bears have been winning as shares continued to decline. There are, indeed some important bear arguments, such as dilution, reliance on government contracts, and rising interest rates. I do, however, still believe that Palantir Technologies is an attractive long-term investment, due to the act that its technology could lead to massive growth for many years to come.</p><p><blockquote>Palantir Technologies(PLTR)是一只陷入困境的成长型股票,最近几周,随着股价持续下跌,空头一直在获胜。确实有一些重要的看跌论点,例如稀释、对政府合同的依赖以及利率上升。然而,我仍然相信Palantir Technologies是一项有吸引力的长期投资,因为其技术可能会在未来许多年带来巨大增长。</blockquote></p><p> <b>3 Issues Brought Up By Bears</b></p><p><blockquote><b>空头提出的3个问题</b></blockquote></p><p> Palantir is a growth stock that brings out highly convinced bulls as well as highly convinced bears. Generally, I am in the bullish camp here, but taking a look at the bear arguments can be a good idea as well. Three of the most common arguments against Palantir are the following ones:</p><p><blockquote>Palantir是一只成长型股票,可以带来高度确信的多头和高度确信的空头。总的来说,我在这里是看涨阵营,但看看看跌的论点也是一个好主意。反对Palantir的三个最常见的论点如下:</blockquote></p><p> <b>1. Shareholder Dilution</b></p><p><blockquote><b>1.股东稀释</b></blockquote></p><p> Growth on a company-wide basis is important, but growth on a per-share basis is even more important. There are many examples that show that changes in a company's share count can create or destroy a lot of shareholder value. Apple (AAPL), for example, has seen its net income grow by roughly 190% over the last decade:</p><p><blockquote>全公司的增长很重要,但每股的增长更重要。有许多例子表明,公司股票数量的变化可以创造或破坏大量股东价值。例如,苹果(AAPL)的净利润在过去十年中增长了约190%:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b5263c8346cfbbb898f1d1ac9a5bead\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Thanks to a declining share count, its earnings per share rose by a much more attractive 350%, however -- buybacks created a lot of shareholder value. There are also examples where a rising share count destroyed a lot of shareholder value, e.g. at Citigroup (C):</p><p><blockquote>然而,由于股票数量下降,其每股收益增长了更具吸引力的350%——回购创造了大量股东价值。也有股票数量增加破坏了大量股东价值的例子,例如花旗集团(C):</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc39008812f5e2d0082dedc95b025c68\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Massive share issuance during the Great Recession has resulted in a 75% earnings per share decline since 2007, even though net profits were up over the same time frame. Looking at the changes in a company's share count thus makes sense, as those changes can have a large impact in the long run. At Palantir, we see that the share count has been rising considerably since the company went public. During the most recent quarter, Palantir's share count looked like this:</p><p><blockquote>自2007年以来,大衰退期间的大规模股票发行导致每股收益下降75%,尽管同期净利润有所增长。因此,关注公司股票数量的变化是有意义的,因为从长远来看,这些变化可能会产生很大的影响。在Palantir,我们看到自公司上市以来,股票数量一直在大幅增加。最近一个季度,Palantir的股票数量如下所示:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/917ca4d7a390ced61d7c92d528f84fc1\" tg-width=\"640\" tg-height=\"539\" width=\"100%\" height=\"auto\"><span>Source: Palantir Press Release</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir新闻稿</span></p></blockquote></p><p> Compared to the second quarter, Palantir's average share count was 1.895 billion, which makes for a 3.5% quarterly increase, which pencils out to an annual growth rate in the mid-teens. That is, of course, not negligible at all, and bears to have an argument when they state that shareholders get diluted at a meaningful pace. On the other hand, Palantir's business growth rate is way higher than 3% per quarter, as the company has guided for ~40% revenue growth this year, and since Palantir should also deliver outsized business growth in the coming years. Even if Palantir's share count were to climb by 10%-15% a year going forward, revenue per share would still climb by 25%+ a year thanks to the fact that PLTR is growing rapidly. I also believe that dilution will, over the years, decline. Not only has this been the case at many other growth companies, e.g. Amazon (AMZN), Alphabet (GOOG), or Meta (FB), but it is also logical from an option rewards perspective. Option rewards are especially generous when a company is not yet publicly traded and when its future is still more uncertain, but as a company matures, employees get more comfortable as risks for the company decline, and they do not demand large option packages any longer. Last but not least, Palantir also generates strong free cash flows that should allow the company to do share buybacks in the future, which should help improve the dilution rate as well.</p><p><blockquote>与第二季度相比,Palantir的平均股票数量为18.95亿股,季度增长3.5%,年增长率在十几岁左右。当然,这一点根本不可忽视,当他们说股东以有意义的速度被稀释时,就值得争论。另一方面,Palantir的业务增长率远高于每季度3%,因为该公司预计今年的收入增长约为40%,而且Palantir也应该在未来几年实现巨大的业务增长。即使Palantir的股票数量未来每年增长10%-15%,由于PLTR的快速增长,每股收入仍将每年增长25%以上。我还相信,随着时间的推移,稀释度将会下降。这不仅适用于许多其他成长型公司,例如亚马逊(AMZN)、Alphabet(GOOG)或Meta(FB),但从期权回报的角度来看,这也是合乎逻辑的。当一家公司尚未公开交易且其未来仍然更加不确定时,期权奖励尤其丰厚,但随着公司成熟,随着公司风险的下降,员工会变得更加舒适,他们不再要求大笔期权套餐。最后但并非最不重要的是,Palantir还产生了强劲的自由现金流,这应该使该公司能够在未来进行股票回购,这也应该有助于提高稀释率。</blockquote></p><p> <b>2. Reliance on government contracts</b></p><p><blockquote><b>2.对政府合同的依赖</b></blockquote></p><p></p><p> In a recent bearish article, fellow Seeking Alpha contributor On The Pulse argued that Palantir was overvalued and that its reliance on government contracts was an issue. Palantir Technologies is, indeed, reliant on government contracts to a large degree today, but I do not believe that this is a major issue. First, Palantir has diversified away from government contracts in the recent past, thanks to massive growth in its commercial business:</p><p><blockquote>在最近的一篇看跌文章中,The Pulse的Seeking Alpha撰稿人认为Palantir被高估,其对政府合同的依赖是一个问题。Palantir Technologies如今确实在很大程度上依赖政府合同,但我不认为这是一个主要问题。首先,由于商业业务的大幅增长,Palantir最近实现了多元化,摆脱了政府合同:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de23409915ee3811691b986a42ece899\" tg-width=\"640\" tg-height=\"308\" width=\"100%\" height=\"auto\"><span>Source: Palantir Technologies presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir技术演示</span></p></blockquote></p><p> In fact, Palantir's commercial business has been growing much faster than its government business in the recent past, which shows that commercial customers from all kinds of industries apparently see a lot of value in Palantir's technology -- otherwise, they wouldn't be buying at a rapid pace. With</p><p><blockquote>事实上,Palantir的商业业务近年来的增长速度远远快于其政府业务,这表明来自各个行业的商业客户显然看到了Palantir技术的巨大价值——否则,他们不会购买Palantir技术。速度很快。和</blockquote></p><p> With the commercial business growth rate outpacing the government business growth rate, Palantir will, over the years, become a company that is less and less dependent on government contracts, and that will ultimately turn into a B2B-focused software/technology player. Even if Palantir were to remain a government-focused company forever, which seems unlikely based on the current growth rates of the individual business units, that would not necessarily be an issue. Working for the government means that there is very little counterparty risk and that existing relations can easily be used to get future contracts. Last but not least, with government budgets rising relatively steadily, good government connections allow for considerable growth opportunities -- especially in the defense tech/security tech space Palantir is active in, as there is a huge need for further investments in this space.</p><p><blockquote>随着商业业务增长率超过政府业务增长率,Palantir将在多年后成为一家越来越不依赖政府合同的公司,并最终成为一家专注于B2B的软件/技术公司。即使Palantir永远是一家以政府为中心的公司(根据各个业务部门目前的增长率,这似乎不太可能),但这也不一定是一个问题。为政府工作意味着交易对手风险很小,现有关系可以很容易地用来获得未来的合同。最后但并非最不重要的一点是,随着政府预算相对稳定地增长,良好的政府关系带来了相当大的增长机会——特别是在Palantir活跃的国防技术/安全技术领域,因为该领域非常需要进一步投资。</blockquote></p><p> The claim that a government focus leads to lacking scalability is also false, I believe. Per Palantir's most recent quarterly report (linked above), its operating expenses rose by $9 million between Q3 2020 and Q3 2021 -- whereas revenues rose by $103 million in the same time frame. This backs out changes in share-based compensation. If one were to include those SBC expenses, Palantir's expenses actually<i>declined</i>year-over-year while the company managed to grow its revenue by close to 40%. The claim that Palantir will not generate any scale advantages over the years thus seems to be unfounded, I believe. Instead, the data suggest that Palantir will be able to grow its margins considerably -- the company was able to grow its adjusted gross profit by a massive $90 million while growing its adjusted operating expenses by just $9 million -- making for excellent operating leverage.</p><p><blockquote>我认为,政府关注导致缺乏可扩展性的说法也是错误的。根据Palantir最新的季度报告(上面链接),2020年第三季度至2021年第三季度期间,其运营费用增加了900万美元,而同期收入增加了1.03亿美元。这抵消了股权激励的变化。如果将这些SBC费用包括在内,Palantir的费用实际上<i>拒绝</i>而该公司的收入同比增长了近40%。因此,我认为Palantir多年来不会产生任何规模优势的说法似乎是没有根据的。相反,数据表明Palantir将能够大幅提高其利润率——该公司调整后毛利润大幅增长9000万美元,而调整后运营费用仅增长900万美元——从而实现出色的运营杠杆。</blockquote></p><p> <b>3. Exposure to rising rates</b></p><p><blockquote><b>3.利率上升的风险</b></blockquote></p><p> Massive inflation will force the Fed to raise rates in 2022 and beyond, and that could be an issue for growth stocks. Companies that are not profitable today, or that have the vast majority of their profits in the distant future, are more exposed to a rising discount rate compared to companies that have low or no growth and that generate a large amount of all future profits in the near term. This could result in outperformance of value stocks versus growth stocks in the coming years, I believe. Palantir, which is not profitable yet, naturally belongs in the \"growth\" bucket that could see an above-average impact from rising interest rates. There is no real counter-argument here, I believe -- it is indeed true that the impact of rising rates on Palantir, all else equal, will be larger compared to a value stock like AbbVie (ABBV), for example.</p><p><blockquote>大规模通胀将迫使美联储在2022年及以后加息,这可能是成长型股票的一个问题。与增长较低或没有增长且在短期内产生大量未来利润的公司相比,今天不盈利或绝大多数利润在遥远未来的公司更容易面临贴现率上升的风险。我相信,这可能会导致未来几年价值股优于成长股。Palantir尚未盈利,自然属于“增长”类别,利率上升可能会产生高于平均水平的影响。我认为,这里没有真正的反驳——确实,在其他条件相同的情况下,利率上升对Palantir的影响将比艾伯维(ABBV)等价值股更大。</blockquote></p><p> This being an incremental negative for Palantir doesn't mean that shares have to be avoided under any circumstances, however. Indeed, even despite some potential headwinds from rising rates, Palantir could still be an attractive investment if other arguments have a larger weight -- I believe this to be true, as I see PLTR's massive growth potential and huge moat outweighing some near-term headwinds from rising rates.</p><p><blockquote>然而,这对Palantir来说是一个增量负面影响,并不意味着在任何情况下都必须避免股票。事实上,即使利率上升带来了一些潜在的阻力,如果其他论点具有更大的权重,Palantir仍然可能是一项有吸引力的投资——我相信这是真的,因为我认为PLTR巨大的增长潜力和巨大的护城河超过了近期的一些阻力来自利率上升。</blockquote></p><p> <b>Why Palantir Is Still Attractive</b></p><p><blockquote><b>为什么Palantir仍然有吸引力</b></blockquote></p><p> Bears bring up a range of arguments against Palantir, and as shown above, those can have merit. I believe that they might be overblown in some cases, but taking a look at the bear's arguments doesn't hurt -- in fact, it seems like a good idea to look at both sides in order to make a more informed decision. Dilution is indeed an issue, although I do not believe that this will be too much of a headwind, since PLTR's business growth easily outpaces dilution and since dilution, overall, should slow down over the years. Government reliance will wane over the years due to an above-average commercial business growth rate, and in general, doing business with the government is not a bad thing anyway. The claim that PLTR lacks scalability seems to be false, from what I see in PLTR's data.</p><p><blockquote>看空者提出了一系列反对Palantir的论点,如上所示,这些论点可能有其优点。我相信在某些情况下他们可能被夸大了,但看看空头的论点并没有什么坏处——事实上,为了做出更明智的决定,看看双方似乎是个好主意。稀释确实是一个问题,尽管我不认为这会是太大的阻力,因为PLTR的业务增长很容易超过稀释,而且总体而言,稀释应该会在几年内放缓。由于高于平均水平的商业业务增长率,对政府的依赖将会随着时间的推移而减弱,总的来说,与政府做生意无论如何都不是一件坏事。从我在PLTR的数据中看到的来看,PLTR缺乏可扩展性的说法似乎是错误的。</blockquote></p><p></p><p> Palantir is, despite these arguments, attractive, I believe: The company is growing rapidly, has decades-long growth potential in both its government business as well as on the commercial side, and Palantir seems to have a very wide moat. This combination could turn Palantir into one of the largest and most important companies eventually -- although investors shouldn't expect this to happen in the very near term. Instead, I believe that there is a good chance that Palantir will grow at a considerable rate throughout the 2020s and beyond, as our world becomes ever more data-hungry -- both governments, as well as enterprises, will try to get the most value out of all of this data, and Palantir, with its tailored solutions, will be there to offer that value to its customers. With new tools such as the recently-showcased Foundry for crypto, Palantir is at the forefront of all kinds of emerging technologies. Thanks to the fact that Palantir has access to top talent -- the result of SBC and of an excellent working environment-- I believe that there is a good chance that Palantir will be able to be highly competitive in all kinds of future markets in the Big Data/AI space that may not even exist yet.</p><p><blockquote>尽管有这些论点,我相信Palantir仍然很有吸引力:该公司发展迅速,在政府业务和商业方面都具有数十年的增长潜力,而且Palantir似乎拥有非常宽的护城河。这种合并最终可能会将Palantir变成最大、最重要的公司之一——尽管投资者不应指望这种情况会在短期内发生。相反,我相信Palantir很有可能在整个2020年代及以后以相当大的速度增长,因为我们的世界变得越来越需要数据——政府和企业都将努力获得最大的价值从所有这些数据中获得,Palantir将凭借其量身定制的解决方案,为其客户提供这种价值。凭借最近展示的Foundry for Crypto等新工具,Palantir处于各种新兴技术的前沿。由于Palantir能够接触到顶尖人才——SBC的结果和良好的工作环境——我相信Palantir很有可能能够在未来的各种市场中具有高度竞争力。大数据/人工智能领域可能还不存在。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> In general, I am not much of a growth investor -- instead, I primarily focus on attractively priced stocks with strong cash flows, oftentimes those that pay dividends. Palantir, however, is somewhat of an outlier in my portfolio -- it's a growth stock, it is not really profitable yet, and most of its potential is years away. Due to the highly attractive combination of a massive market opportunity, excellent talent, and a wide moat, Palantir still seems like an attractive long-term investment to me. This isn't a stock that will make investors rich quickly, but I believe that there is a very good chance that Palantir will turn into a very dominant, important company over the next 10+ years. At 19x next year's revenue, PLTR is not cheap, but when we expect that the company will grow at a strong rate for many years, that also doesn't seem outlandish to me at all. It makes sense to listen to the bears' arguments, but I believe that the pros outweigh the cons here.</p><p><blockquote>总的来说,我不是一个成长型投资者——相反,我主要关注价格有吸引力、现金流强劲的股票,通常是那些支付股息的股票。然而,Palantir在我的投资组合中有点异类——它是一只成长型股票,尚未真正盈利,而且其大部分潜力还需要数年时间。由于巨大的市场机会、优秀的人才和宽阔的护城河的极具吸引力的组合,Palantir对我来说仍然是一项有吸引力的长期投资。这不是一只能让投资者快速致富的股票,但我相信Palantir很有可能在未来10多年成为一家非常占主导地位的重要公司。PLTR明年收入的19倍并不便宜,但当我们预计该公司将在许多年内以强劲的速度增长时,这对我来说一点也不奇怪。听空头的论点是有道理的,但我相信这里利大于弊。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4475960-palantir-3-reasons-against-it-and-why-its-still-a-buy\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4475960-palantir-3-reasons-against-it-and-why-its-still-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117226796","content_text":"Summary\n\nPalantir Technologies is a battleground stock. Listening to the bears' arguments is a good idea for bulls.\nPLTR dilutes its shareholders, but that is not necessarily a huge problem.\nDespite some interest rate headwinds, PLTR seems like a good investment to me, thanks to a strong moat and great growth outlook.\n\nspxChrome/E+ via Getty Images\nArticle Thesis\nPalantir Technologies (PLTR) is an embattled growth stock, and in recent weeks, bears have been winning as shares continued to decline. There are, indeed some important bear arguments, such as dilution, reliance on government contracts, and rising interest rates. I do, however, still believe that Palantir Technologies is an attractive long-term investment, due to the act that its technology could lead to massive growth for many years to come.\n3 Issues Brought Up By Bears\nPalantir is a growth stock that brings out highly convinced bulls as well as highly convinced bears. Generally, I am in the bullish camp here, but taking a look at the bear arguments can be a good idea as well. Three of the most common arguments against Palantir are the following ones:\n1. Shareholder Dilution\nGrowth on a company-wide basis is important, but growth on a per-share basis is even more important. There are many examples that show that changes in a company's share count can create or destroy a lot of shareholder value. Apple (AAPL), for example, has seen its net income grow by roughly 190% over the last decade:\nData by YCharts\nThanks to a declining share count, its earnings per share rose by a much more attractive 350%, however -- buybacks created a lot of shareholder value. There are also examples where a rising share count destroyed a lot of shareholder value, e.g. at Citigroup (C):\nData by YCharts\nMassive share issuance during the Great Recession has resulted in a 75% earnings per share decline since 2007, even though net profits were up over the same time frame. Looking at the changes in a company's share count thus makes sense, as those changes can have a large impact in the long run. At Palantir, we see that the share count has been rising considerably since the company went public. During the most recent quarter, Palantir's share count looked like this:\nSource: Palantir Press Release\nCompared to the second quarter, Palantir's average share count was 1.895 billion, which makes for a 3.5% quarterly increase, which pencils out to an annual growth rate in the mid-teens. That is, of course, not negligible at all, and bears to have an argument when they state that shareholders get diluted at a meaningful pace. On the other hand, Palantir's business growth rate is way higher than 3% per quarter, as the company has guided for ~40% revenue growth this year, and since Palantir should also deliver outsized business growth in the coming years. Even if Palantir's share count were to climb by 10%-15% a year going forward, revenue per share would still climb by 25%+ a year thanks to the fact that PLTR is growing rapidly. I also believe that dilution will, over the years, decline. Not only has this been the case at many other growth companies, e.g. Amazon (AMZN), Alphabet (GOOG), or Meta (FB), but it is also logical from an option rewards perspective. Option rewards are especially generous when a company is not yet publicly traded and when its future is still more uncertain, but as a company matures, employees get more comfortable as risks for the company decline, and they do not demand large option packages any longer. Last but not least, Palantir also generates strong free cash flows that should allow the company to do share buybacks in the future, which should help improve the dilution rate as well.\n2. Reliance on government contracts\nIn a recent bearish article, fellow Seeking Alpha contributor On The Pulse argued that Palantir was overvalued and that its reliance on government contracts was an issue. Palantir Technologies is, indeed, reliant on government contracts to a large degree today, but I do not believe that this is a major issue. First, Palantir has diversified away from government contracts in the recent past, thanks to massive growth in its commercial business:\nSource: Palantir Technologies presentation\nIn fact, Palantir's commercial business has been growing much faster than its government business in the recent past, which shows that commercial customers from all kinds of industries apparently see a lot of value in Palantir's technology -- otherwise, they wouldn't be buying at a rapid pace. With\nWith the commercial business growth rate outpacing the government business growth rate, Palantir will, over the years, become a company that is less and less dependent on government contracts, and that will ultimately turn into a B2B-focused software/technology player. Even if Palantir were to remain a government-focused company forever, which seems unlikely based on the current growth rates of the individual business units, that would not necessarily be an issue. Working for the government means that there is very little counterparty risk and that existing relations can easily be used to get future contracts. Last but not least, with government budgets rising relatively steadily, good government connections allow for considerable growth opportunities -- especially in the defense tech/security tech space Palantir is active in, as there is a huge need for further investments in this space.\nThe claim that a government focus leads to lacking scalability is also false, I believe. Per Palantir's most recent quarterly report (linked above), its operating expenses rose by $9 million between Q3 2020 and Q3 2021 -- whereas revenues rose by $103 million in the same time frame. This backs out changes in share-based compensation. If one were to include those SBC expenses, Palantir's expenses actuallydeclinedyear-over-year while the company managed to grow its revenue by close to 40%. The claim that Palantir will not generate any scale advantages over the years thus seems to be unfounded, I believe. Instead, the data suggest that Palantir will be able to grow its margins considerably -- the company was able to grow its adjusted gross profit by a massive $90 million while growing its adjusted operating expenses by just $9 million -- making for excellent operating leverage.\n3. Exposure to rising rates\nMassive inflation will force the Fed to raise rates in 2022 and beyond, and that could be an issue for growth stocks. Companies that are not profitable today, or that have the vast majority of their profits in the distant future, are more exposed to a rising discount rate compared to companies that have low or no growth and that generate a large amount of all future profits in the near term. This could result in outperformance of value stocks versus growth stocks in the coming years, I believe. Palantir, which is not profitable yet, naturally belongs in the \"growth\" bucket that could see an above-average impact from rising interest rates. There is no real counter-argument here, I believe -- it is indeed true that the impact of rising rates on Palantir, all else equal, will be larger compared to a value stock like AbbVie (ABBV), for example.\nThis being an incremental negative for Palantir doesn't mean that shares have to be avoided under any circumstances, however. Indeed, even despite some potential headwinds from rising rates, Palantir could still be an attractive investment if other arguments have a larger weight -- I believe this to be true, as I see PLTR's massive growth potential and huge moat outweighing some near-term headwinds from rising rates.\nWhy Palantir Is Still Attractive\nBears bring up a range of arguments against Palantir, and as shown above, those can have merit. I believe that they might be overblown in some cases, but taking a look at the bear's arguments doesn't hurt -- in fact, it seems like a good idea to look at both sides in order to make a more informed decision. Dilution is indeed an issue, although I do not believe that this will be too much of a headwind, since PLTR's business growth easily outpaces dilution and since dilution, overall, should slow down over the years. Government reliance will wane over the years due to an above-average commercial business growth rate, and in general, doing business with the government is not a bad thing anyway. The claim that PLTR lacks scalability seems to be false, from what I see in PLTR's data.\nPalantir is, despite these arguments, attractive, I believe: The company is growing rapidly, has decades-long growth potential in both its government business as well as on the commercial side, and Palantir seems to have a very wide moat. This combination could turn Palantir into one of the largest and most important companies eventually -- although investors shouldn't expect this to happen in the very near term. Instead, I believe that there is a good chance that Palantir will grow at a considerable rate throughout the 2020s and beyond, as our world becomes ever more data-hungry -- both governments, as well as enterprises, will try to get the most value out of all of this data, and Palantir, with its tailored solutions, will be there to offer that value to its customers. With new tools such as the recently-showcased Foundry for crypto, Palantir is at the forefront of all kinds of emerging technologies. Thanks to the fact that Palantir has access to top talent -- the result of SBC and of an excellent working environment-- I believe that there is a good chance that Palantir will be able to be highly competitive in all kinds of future markets in the Big Data/AI space that may not even exist yet.\nTakeaway\nIn general, I am not much of a growth investor -- instead, I primarily focus on attractively priced stocks with strong cash flows, oftentimes those that pay dividends. Palantir, however, is somewhat of an outlier in my portfolio -- it's a growth stock, it is not really profitable yet, and most of its potential is years away. Due to the highly attractive combination of a massive market opportunity, excellent talent, and a wide moat, Palantir still seems like an attractive long-term investment to me. This isn't a stock that will make investors rich quickly, but I believe that there is a very good chance that Palantir will turn into a very dominant, important company over the next 10+ years. At 19x next year's revenue, PLTR is not cheap, but when we expect that the company will grow at a strong rate for many years, that also doesn't seem outlandish to me at all. It makes sense to listen to the bears' arguments, but I believe that the pros outweigh the cons here.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601310052,"gmtCreate":1638490791734,"gmtModify":1638490791797,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Ssaddddd","listText":"Ssaddddd","text":"Ssaddddd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601310052","repostId":"2188951783","repostType":4,"isVote":1,"tweetType":1,"viewCount":2249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603406009,"gmtCreate":1638435915863,"gmtModify":1638435916059,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Still good","listText":"Still good","text":"Still good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603406009","repostId":"1184715609","repostType":4,"repost":{"id":"1184715609","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638435754,"share":"https://www.laohu8.com/m/news/1184715609?lang=zh_CN&edition=full","pubTime":"2021-12-02 17:02","market":"us","language":"en","title":"Apple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184715609","media":"Tiger Newspress","summary":"Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had s","content":"<p>Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had slowed as holidays near.</p><p><blockquote>苹果股价在盘前交易中下跌超过1%,该公司告诉供应商,随着假期临近,iPhone需求放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998e48aaef0f93a3524641e871e1368\" tg-width=\"853\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.</p><p><blockquote>饱受全球供应紧缩之苦的苹果公司现在面临着一个不同的问题:需求放缓。</blockquote></p><p> The company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.</p><p><blockquote>知情人士称,该公司已告诉其零部件供应商,对iPhone 13系列产品的需求已经减弱,这表明一些消费者已经决定不尝试购买这款难以找到的产品。</blockquote></p><p> Already, Apple had cut its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.</p><p><blockquote>据彭博社报道,由于缺乏零部件,苹果已经将今年的iPhone 13产量目标从9000万部削减了多达1000万部。但希望明年当供应有望改善时,能够弥补大部分缺口。据知情人士透露,该公司目前正在通知其供应商,这些订单可能不会实现。由于讨论是私下进行的,这些人士要求匿名。</blockquote></p><p> The company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.</p><p><blockquote>该公司仍有望迎来创纪录的假期,分析师预计今年最后三个月的销售额将增长6%,达到1,179亿美元。但这不会是苹果和华尔街最初设想的一鸣惊人的季度。短缺和交货延迟让许多消费者感到沮丧。随着通货膨胀和奥密克戎变种给厌倦了流行病的购物者带来新的担忧,他们可能会放弃一些购买。</blockquote></p><p> That could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.</p><p><blockquote>这可能意味着完全跳过iPhone 13,等待明年其继任者问世时进行升级。目前的产品线标准机型起价为799美元,Pro机型起价为999美元,被认为是iPhone 12的适度更新,iPhone 12采用了全新的设计。预计2022年的车型将会有更大的变化,这让一些购物者有理由等待。</blockquote></p><p> Apple, based in Cupertino, California, declined to comment.</p><p><blockquote>总部位于加州库比蒂诺的苹果拒绝置评。</blockquote></p><p> Apple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co. slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s TDK Corp. dropped as much as 4.8%.</p><p><blockquote>彭博社发布报告后,亚洲各地的苹果供应商延续了跌势。在韩国,LG Innotek Co.下跌11%,香港上市公司瑞声科技控股公司下跌4.8%,日本TDK Corp.下跌4.8%。</blockquote></p><p> The iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.</p><p><blockquote>iPhone是苹果的旗舰产品,约占其上一财年3658亿美元收入的一半,推出升级是一场微妙的舞蹈。随着iPhone 13的推出,苹果和无线运营商推出了积极的折扣计划来刺激购买。在某些情况下,iPhone 12或更早型号的用户能够以很少甚至没有成本购买iPhone 13。虽然折扣计划仍然有效,但有些计划提供的节省不如新型号首次上市时那么多。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/473a40069576053da8e3b091905ed20d\" tg-width=\"959\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> During Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.</p><p><blockquote>在苹果10月份的上一次财报看涨期权上,首席执行官蒂姆·库克(Tim Cook)表示,在对最新iPhone、iPad和其他设备的兴趣推动下,对新产品的需求“非常强劲”,并且该公司有望实现创纪录的假期季度。去年同期销售额为1114亿美元。</blockquote></p><p> He pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.</p><p><blockquote>他指出供应限制是该公司最大的挑战。Cook预测,难以获得足够的零部件,尤其是芯片,将使苹果在假日季度损失超过60亿美元的收入。</blockquote></p><p> The constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).</p><p><blockquote>这些限制也伤害了苹果的合作伙伴。该公司主要芯片供应商台积电公司的销售最近疲软,10月份收入环比下降12%,至1345亿新台币(48亿美元)。</blockquote></p><p> Last month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc saw its shares fall 24% after it warned of softening smartphone demand, although the semiconductor company didn’t name any particular customer.</p><p><blockquote>上个月,苹果主要的iPhone组装商鸿海精密工业股份有限公司预测,由于消费电子和计算行业的下滑,该公司本季度的业务将同比萎缩,因为该公司继续遭受芯片短缺的困扰。10月24日,IQE Plc警告智能手机需求疲软后,其股价下跌24%,但这家半导体公司没有透露任何特定客户的名字。</blockquote></p><p> And there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices rose last month at the fastest annual pace since 1990. Surging costs for food, gas and housing are eroding purchasing power despite stronger wage growth.</p><p><blockquote>现在购物者的钱包承受了更大的压力。美国消费者价格上个月以1990年以来最快的年度速度上涨。尽管工资增长强劲,但食品、天然气和住房成本的飙升正在侵蚀购买力。</blockquote></p><p> Meanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.</p><p><blockquote>与此同时,iPhone 13不像以前那么难买到了。美国的苹果购物者已经等待了大约一个月的时间,等待备受推崇的Pro车型的交付。现在等待时间缩短到两周或更短。</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 stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过1%</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 stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过1%</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\">2021-12-02 17:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had slowed as holidays near.</p><p><blockquote>苹果股价在盘前交易中下跌超过1%,该公司告诉供应商,随着假期临近,iPhone需求放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998e48aaef0f93a3524641e871e1368\" tg-width=\"853\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.</p><p><blockquote>饱受全球供应紧缩之苦的苹果公司现在面临着一个不同的问题:需求放缓。</blockquote></p><p> The company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.</p><p><blockquote>知情人士称,该公司已告诉其零部件供应商,对iPhone 13系列产品的需求已经减弱,这表明一些消费者已经决定不尝试购买这款难以找到的产品。</blockquote></p><p> Already, Apple had cut its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.</p><p><blockquote>据彭博社报道,由于缺乏零部件,苹果已经将今年的iPhone 13产量目标从9000万部削减了多达1000万部。但希望明年当供应有望改善时,能够弥补大部分缺口。据知情人士透露,该公司目前正在通知其供应商,这些订单可能不会实现。由于讨论是私下进行的,这些人士要求匿名。</blockquote></p><p> The company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.</p><p><blockquote>该公司仍有望迎来创纪录的假期,分析师预计今年最后三个月的销售额将增长6%,达到1,179亿美元。但这不会是苹果和华尔街最初设想的一鸣惊人的季度。短缺和交货延迟让许多消费者感到沮丧。随着通货膨胀和奥密克戎变种给厌倦了流行病的购物者带来新的担忧,他们可能会放弃一些购买。</blockquote></p><p> That could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.</p><p><blockquote>这可能意味着完全跳过iPhone 13,等待明年其继任者问世时进行升级。目前的产品线标准机型起价为799美元,Pro机型起价为999美元,被认为是iPhone 12的适度更新,iPhone 12采用了全新的设计。预计2022年的车型将会有更大的变化,这让一些购物者有理由等待。</blockquote></p><p> Apple, based in Cupertino, California, declined to comment.</p><p><blockquote>总部位于加州库比蒂诺的苹果拒绝置评。</blockquote></p><p> Apple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co. slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s TDK Corp. dropped as much as 4.8%.</p><p><blockquote>彭博社发布报告后,亚洲各地的苹果供应商延续了跌势。在韩国,LG Innotek Co.下跌11%,香港上市公司瑞声科技控股公司下跌4.8%,日本TDK Corp.下跌4.8%。</blockquote></p><p> The iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.</p><p><blockquote>iPhone是苹果的旗舰产品,约占其上一财年3658亿美元收入的一半,推出升级是一场微妙的舞蹈。随着iPhone 13的推出,苹果和无线运营商推出了积极的折扣计划来刺激购买。在某些情况下,iPhone 12或更早型号的用户能够以很少甚至没有成本购买iPhone 13。虽然折扣计划仍然有效,但有些计划提供的节省不如新型号首次上市时那么多。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/473a40069576053da8e3b091905ed20d\" tg-width=\"959\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> During Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.</p><p><blockquote>在苹果10月份的上一次财报看涨期权上,首席执行官蒂姆·库克(Tim Cook)表示,在对最新iPhone、iPad和其他设备的兴趣推动下,对新产品的需求“非常强劲”,并且该公司有望实现创纪录的假期季度。去年同期销售额为1114亿美元。</blockquote></p><p> He pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.</p><p><blockquote>他指出供应限制是该公司最大的挑战。Cook预测,难以获得足够的零部件,尤其是芯片,将使苹果在假日季度损失超过60亿美元的收入。</blockquote></p><p> The constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).</p><p><blockquote>这些限制也伤害了苹果的合作伙伴。该公司主要芯片供应商台积电公司的销售最近疲软,10月份收入环比下降12%,至1345亿新台币(48亿美元)。</blockquote></p><p> Last month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc saw its shares fall 24% after it warned of softening smartphone demand, although the semiconductor company didn’t name any particular customer.</p><p><blockquote>上个月,苹果主要的iPhone组装商鸿海精密工业股份有限公司预测,由于消费电子和计算行业的下滑,该公司本季度的业务将同比萎缩,因为该公司继续遭受芯片短缺的困扰。10月24日,IQE Plc警告智能手机需求疲软后,其股价下跌24%,但这家半导体公司没有透露任何特定客户的名字。</blockquote></p><p> And there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices rose last month at the fastest annual pace since 1990. Surging costs for food, gas and housing are eroding purchasing power despite stronger wage growth.</p><p><blockquote>现在购物者的钱包承受了更大的压力。美国消费者价格上个月以1990年以来最快的年度速度上涨。尽管工资增长强劲,但食品、天然气和住房成本的飙升正在侵蚀购买力。</blockquote></p><p> Meanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.</p><p><blockquote>与此同时,iPhone 13不像以前那么难买到了。美国的苹果购物者已经等待了大约一个月的时间,等待备受推崇的Pro车型的交付。现在等待时间缩短到两周或更短。</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":"1184715609","content_text":"Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had slowed as holidays near.\n\nApple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.\nThe company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.\nAlready, Apple had cut its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.\nThe company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.\nThat could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.\nApple, based in Cupertino, California, declined to comment.\nApple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co. slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s TDK Corp. dropped as much as 4.8%.\nThe iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.\n\nDuring Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.\nHe pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.\nThe constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).\nLast month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc saw its shares fall 24% after it warned of softening smartphone demand, although the semiconductor company didn’t name any particular customer.\nAnd there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices rose last month at the fastest annual pace since 1990. Surging costs for food, gas and housing are eroding purchasing power despite stronger wage growth.\nMeanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603040422,"gmtCreate":1638345210187,"gmtModify":1638345211226,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603040422","repostId":"1152834981","repostType":4,"repost":{"id":"1152834981","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638341716,"share":"https://www.laohu8.com/m/news/1152834981?lang=zh_CN&edition=full","pubTime":"2021-12-01 14:55","market":"us","language":"en","title":"Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong<blockquote>小鹏汽车、理想汽车港股大涨约8%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152834981","media":"Tiger Newspress","summary":"Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong.","content":"<p>Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong.</p><p><blockquote>小鹏汽车和理想汽车股价在港大涨约8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/11b1e75777a44ae8d2bdda3018ae6e9a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/e1d35662cdcaecbf4c05984cea835f5d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong<blockquote>小鹏汽车、理想汽车港股大涨约8%</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{ 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}\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\">\nXpeng Motors and Li Auto stocks surged about 8% in Hong Kong<blockquote>小鹏汽车、理想汽车港股大涨约8%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-01 14:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong.</p><p><blockquote>小鹏汽车和理想汽车股价在港大涨约8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/11b1e75777a44ae8d2bdda3018ae6e9a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/e1d35662cdcaecbf4c05984cea835f5d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","02015":"理想汽车-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152834981","content_text":"Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong.","news_type":1,"symbols_score_info":{"09868":0.9,"02015":0.9}},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609426174,"gmtCreate":1638319167116,"gmtModify":1638319167116,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a> Ten ten ten…","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a> Ten ten ten…","text":"$XPeng Inc.(XPEV)$ Ten ten ten…","images":[{"img":"https://static.tigerbbs.com/0ca42203dd4a5e2ce1cc750514107f1b","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609426174","isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":605955908,"gmtCreate":1639104734373,"gmtModify":1639104734520,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Interesting ","listText":"Interesting ","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605955908","repostId":"2190643635","repostType":2,"isVote":1,"tweetType":1,"viewCount":1805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606473863,"gmtCreate":1638924003461,"gmtModify":1638924003598,"author":{"id":"4097750460225780","authorId":"4097750460225780","name":"stevenkwb","avatar":"https://static.tigerbbs.com/adc51b6f0fc72c70a5ad67a9809d1a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750460225780","authorIdStr":"4097750460225780"},"themes":[],"htmlText":"Niceeee","listText":"Niceeee","text":"Niceeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606473863","repostId":"1159685639","repostType":4,"repost":{"id":"1159685639","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638888367,"share":"https://www.laohu8.com/m/news/1159685639?lang=zh_CN&edition=full","pubTime":"2021-12-07 22:46","market":"us","language":"en","title":"Apple shares rose more than 3% to a new high<blockquote>苹果股价上涨超过3%,创下新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159685639","media":"Tiger Newspress","summary":"Apple shares rose more than 3% to a new high after the company got another street-high target on vir","content":"<p>Apple shares rose more than 3% to a new high after the company got another street-high target on virtual reality boost.</p><p><blockquote>苹果股价上涨超过3%,创下新高,此前该公司因虚拟现实提振而再次获得华尔街高点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb9792aa89d24847aee38f67d56067eb\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Apple Inc. got its second Street-high price target as Morgan Stanley sees it benefiting from new product categories in virtual reality and autonomous vehicles.</p><p><blockquote>苹果公司获得了第二个华尔街最高价目标,因为摩根士丹利认为该公司受益于虚拟现实和自动驾驶汽车的新产品类别。</blockquote></p><p> Analyst Katy Huberty, who rates Apple overweight, raised her price target to $200 from $164, matching Wedbush as the highest among targets tracked by Bloomberg. </p><p><blockquote>对苹果·跑赢大盘进行评级的分析师凯蒂·休伯蒂(Katy Huberty)将目标价从164美元上调至200美元,与彭博社追踪的目标中韦德布什(Wedbush)持平。</blockquote></p><p> While investors have struggled to value the iPhone maker’s new products given the company’s secrecy, Huberty expects augmented and virtual reality, as well as autonomous vehicles, to eventually be priced in, and says Apple should also benefit from a “flight to quality” in technology stocks.</p><p><blockquote>尽管鉴于这家iPhone制造商的保密性,投资者一直难以评估该公司新产品的价值,但休伯蒂预计增强现实和虚拟现实以及自动驾驶汽车最终将被定价,并表示苹果也应该从科技股的“向高质量发展”中受益。</blockquote></p><p> “Despite a consistent and material revenue contribution from new products and services over time, Apple shares don’t seem to bake in the impact from upcoming new product launches,” Huberty wrote in a note. “We believe this will change as Apple approaches the launch of an AR/VR product over the next year.”</p><p><blockquote>休伯蒂在一份报告中写道:“尽管随着时间的推移,新产品和服务带来了持续且实质性的收入贡献,但苹果股价似乎并未受到即将推出的新产品的影响。”“我们相信,随着苹果在明年推出AR/VR产品,这种情况将会改变。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d1d69bd985c3b74963515674f2da918\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple’s shares have surged 25% this year and ended Monday’s session at a fresh record. Investors consider the tech giant a safe bet in an increasingly volatile market, as the highest-valued names in the sector get hit by hawkish signals from the Federal Reserve.</p><p><blockquote>苹果股价今年已飙升25%,周一收盘创下新纪录。投资者认为,在日益动荡的市场中,这家科技巨头是一个安全的赌注,因为该行业估值最高的公司受到了美联储鹰派信号的打击。</blockquote></p><p> Huberty also increased her estimates for Apple’s December quarter, citing improving iPhone supply as manufacturing disruptions ease.</p><p><blockquote>Huberty还上调了对苹果12月份季度的预期,理由是随着制造中断的缓解,iPhone供应有所改善。</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 shares rose more than 3% to a new high<blockquote>苹果股价上涨超过3%,创下新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares rose more than 3% to a new high<blockquote>苹果股价上涨超过3%,创下新高</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\">2021-12-07 22:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares rose more than 3% to a new high after the company got another street-high target on virtual reality boost.</p><p><blockquote>苹果股价上涨超过3%,创下新高,此前该公司因虚拟现实提振而再次获得华尔街高点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb9792aa89d24847aee38f67d56067eb\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Apple Inc. got its second Street-high price target as Morgan Stanley sees it benefiting from new product categories in virtual reality and autonomous vehicles.</p><p><blockquote>苹果公司获得了第二个华尔街最高价目标,因为摩根士丹利认为该公司受益于虚拟现实和自动驾驶汽车的新产品类别。</blockquote></p><p> Analyst Katy Huberty, who rates Apple overweight, raised her price target to $200 from $164, matching Wedbush as the highest among targets tracked by Bloomberg. </p><p><blockquote>对苹果·跑赢大盘进行评级的分析师凯蒂·休伯蒂(Katy Huberty)将目标价从164美元上调至200美元,与彭博社追踪的目标中韦德布什(Wedbush)持平。</blockquote></p><p> While investors have struggled to value the iPhone maker’s new products given the company’s secrecy, Huberty expects augmented and virtual reality, as well as autonomous vehicles, to eventually be priced in, and says Apple should also benefit from a “flight to quality” in technology stocks.</p><p><blockquote>尽管鉴于这家iPhone制造商的保密性,投资者一直难以评估该公司新产品的价值,但休伯蒂预计增强现实和虚拟现实以及自动驾驶汽车最终将被定价,并表示苹果也应该从科技股的“向高质量发展”中受益。</blockquote></p><p> “Despite a consistent and material revenue contribution from new products and services over time, Apple shares don’t seem to bake in the impact from upcoming new product launches,” Huberty wrote in a note. “We believe this will change as Apple approaches the launch of an AR/VR product over the next year.”</p><p><blockquote>休伯蒂在一份报告中写道:“尽管随着时间的推移,新产品和服务带来了持续且实质性的收入贡献,但苹果股价似乎并未受到即将推出的新产品的影响。”“我们相信,随着苹果在明年推出AR/VR产品,这种情况将会改变。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d1d69bd985c3b74963515674f2da918\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple’s shares have surged 25% this year and ended Monday’s session at a fresh record. Investors consider the tech giant a safe bet in an increasingly volatile market, as the highest-valued names in the sector get hit by hawkish signals from the Federal Reserve.</p><p><blockquote>苹果股价今年已飙升25%,周一收盘创下新纪录。投资者认为,在日益动荡的市场中,这家科技巨头是一个安全的赌注,因为该行业估值最高的公司受到了美联储鹰派信号的打击。</blockquote></p><p> Huberty also increased her estimates for Apple’s December quarter, citing improving iPhone supply as manufacturing disruptions ease.</p><p><blockquote>Huberty还上调了对苹果12月份季度的预期,理由是随着制造中断的缓解,iPhone供应有所改善。</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":"1159685639","content_text":"Apple shares rose more than 3% to a new high after the company got another street-high target on virtual reality boost.\n\nApple Inc. got its second Street-high price target as Morgan Stanley sees it benefiting from new product categories in virtual reality and autonomous vehicles.\nAnalyst Katy Huberty, who rates Apple overweight, raised her price target to $200 from $164, matching Wedbush as the highest among targets tracked by Bloomberg. \nWhile investors have struggled to value the iPhone maker’s new products given the company’s secrecy, Huberty expects augmented and virtual reality, as well as autonomous vehicles, to eventually be priced in, and says Apple should also benefit from a “flight to quality” in technology stocks.\n“Despite a consistent and material revenue contribution from new products and services over time, Apple shares don’t seem to bake in the impact from upcoming new product launches,” Huberty wrote in a note. “We believe this will change as Apple approaches the launch of an AR/VR product over the next year.”\n\nApple’s shares have surged 25% this year and ended Monday’s session at a fresh record. Investors consider the tech giant a safe bet in an increasingly volatile market, as the highest-valued names in the sector get hit by hawkish signals from the Federal Reserve.\nHuberty also increased her estimates for Apple’s December quarter, citing improving iPhone supply as manufacturing disruptions ease.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}