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HSpaper
2021-12-21
Good
抱歉,原内容已删除
HSpaper
2021-12-20
No way home, good
'Spider-Man: No Way Home' Rocks The US Box Office With $253M Opening<blockquote>《蜘蛛侠:英雄无归》首映票房2.53亿美元,震撼美国票房</blockquote>
HSpaper
2021-12-20
Thanks
Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>
HSpaper
2021-12-19
Great
Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动中推出新车型并谈论动力</blockquote>
HSpaper
2021-12-17
Nice[Miser]
Intel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔:Mobileye IPO可能是绝妙之举</blockquote>
HSpaper
2021-12-17
Good one
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HSpaper
2021-12-16
Thanks fed
Rebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</blockquote>
HSpaper
2021-12-14
Is it worth to apply ?
Samsara IPO: When Does Samsara Go Public? What Is the IOT Stock IPO Price Range?<blockquote>Samsara IPO:Samsara何时上市?物联网股票IPO价格区间是多少?</blockquote>
HSpaper
2021-12-14
Thanks
抱歉,原内容已删除
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The film also triumphed around the world, with $334.2 million from 60 international markets for a global sum of $587.2 million – an achievement that occurred without having the film in the lucrative Chinese theatrical market.</p><p><blockquote><b>发生了什么:</b>这部电影在4336家影院上映,是有史以来12月首映票房最高的电影,仅次于2018年《复仇者联盟3:无限战争》的2.576亿美元和2019年《复仇者联盟4:终局之战》的3.571亿美元,是有史以来财务上最成功的美国首映电影。这部电影在全球范围内也取得了成功,在60个国际市场获得了3.342亿美元的票房,全球总票房为5.872亿美元——这一成就是在这部电影没有出现在利润丰厚的中国影院市场的情况下取得的。</blockquote></p><p> The success of “Spider-Man: No Way Home” stood in stark contrast to last weekend’s dismal financial tally for the <b>Walt Disney Co.’s</b> “West Side Story” as the top-grossing film, with a $10.5 million premiere engagement. That film sank during its second week in theaters, placing third among the top 10 grossing films with $3.14 million in ticket sales. Another Disney title, the animated “Encanto,” was the second top grossing film from the weekend with $6.5 million in ticket sales for its fourth week in release.</p><p><blockquote>《蜘蛛侠:英雄无归》的成功与上周末《蜘蛛侠:英雄无归》惨淡的财务记录形成了鲜明对比<b>华特迪士尼公司</b>《西区故事》是票房最高的电影,首映票房为1050万美元。这部电影在影院上映的第二周就下跌了,以314万美元的票房在十大票房电影中排名第三。迪士尼的另一部动画电影《Encanto》是周末票房第二高的电影,上映第四周票房收入为650万美元。</blockquote></p><p> The only other new film going into premiere release over the weekend was “Nightmare Alley” starring <b>Bradley Cooper</b>. This release from Disney’s Searchlight division grossed $2.95 million from 2,145 screens, placing fifth among the weekend’s top 10 grossing films.</p><p><blockquote>周末唯一一部进入首映的新片是由<b>布莱德利·库珀</b>这部由迪士尼探照灯部门发行的电影在2145块银幕上获得了295万美元的票房,在周末票房收入最高的10部电影中排名第五。</blockquote></p><p> “Spider-Man: No Way Home” also erased any doubts that moviegoers were shying away from theaters out of concern regarding COVID-19.<b>Tom Rothman</b>, chairman and CEO of Sony Pictures’ Motion Picture Group, alluded to the health crisis in a statement by declaring the “weekend’s historic ‘Spider-Man: No Way Home’ results, from all over the world and in the face of many challenges, reaffirm the unmatched cultural impact that exclusive theatrical films can have when they are made and marketed with vision and resolve.”</p><p><blockquote>《蜘蛛侠:英雄无归》也消除了观众出于对新冠肺炎的担忧而回避影院的任何疑虑。<b>汤姆·罗斯曼</b>索尼影业电影集团董事长兼首席执行官在一份声明中暗指健康危机,宣称“周末历史性的《蜘蛛侠:英雄无归》结果来自世界各地,面对许多挑战,重申独家院线电影在以远见和决心制作和营销时可以产生无与伦比的文化影响。”</blockquote></p><p> <b>What Happens Next:</b>For this week, three of the season’s biggest films will be opening on Dec. 22:<b>AT&T’s</b> Warner Bros. has “The Matrix Resurrections” starring <b>Keanu Reeves</b> in theaters and on HBO Max, while <b>Comcast Corp.’s</b> Universal is presenting the animated feature “Sing 2,” and Disney’s 20th Century Studios has “The King’s Man” starring <b>Ralph Fiennes</b> and <b>Gemma Arterton</b>.</p><p><blockquote><b>接下来会发生什么:</b>本周,本季三部最大的电影将于12月22日上映:<b>AT&T的</b>华纳兄弟有《黑客帝国复活》主演<b>基努·里维斯</b>在影院和HBO Max上,而<b>康卡斯特公司</b>环球影业将推出动画片《歌唱2》,迪斯尼旗下的20世纪工作室将推出《国王的男人》<b>拉尔夫·费恩斯</b>和<b>杰玛·阿特登</b>.</blockquote></p><p> On Dec. 24, Sony Pictures is releasing <b>Pedro Almodovar’s</b> “Parallel Mothers” starring <b>Penelope Cruz</b> in Los Angeles and New York, while <b>Reliance Entertainment</b> will have the Hindi-language drama “83” in a limited nationwide release.</p><p><blockquote>12月24日,索尼影业将发行<b>佩德罗·阿尔莫多瓦的</b>《平行妈妈》主演<b>佩内洛普·克鲁兹</b>在洛杉矶和纽约<b>信实娱乐</b>将在全国限量发行印地语剧《83》。</blockquote></p><p> On Christmas Day,<b>Denzel Washington</b> has two films opening: the <b>A24</b> release of “The Tragedy of Macbeth” with Washington as Shakespeare’s murderous monarch and the Sony Pictures release of “A Journal for Jordan” starring <b>Michael B. Jordan</b> in a drama directed by Washington. Also opening is <b>Lionsgate’s</b> “American Underdog” starring Zachary Levi as football great <b>Kurt Warner</b>.</p><p><blockquote>在圣诞节那天,<b>丹泽尔·华盛顿</b>有两部电影上映:<b>A24</b>由华盛顿饰演莎士比亚笔下凶残的君主的《麦克白悲剧》上映,索尼影业发行由<b>迈克尔·B·乔丹</b>在华盛顿导演的戏剧中。同样开放的是<b>狮门影业</b>《美国失败者》由扎卡里·列维主演,饰演足球伟人<b>库尔特·华纳</b>.</blockquote></p><p> <b>Also Happening:</b>While the 2021 movie year winds down, the Internet Movie Database (IMDb) has announced its list of the Most Anticipated Movies of 2022, based on the most popular searches of its cinematic database.</p><p><blockquote><b>也在发生:</b>随着2021电影年接近尾声,互联网电影数据库(IMDb)根据其电影数据库中最受欢迎的搜索,公布了2022年最受期待的电影名单。</blockquote></p><p> According to IMDb, most moviegoers are pumped up for “The Batman,” followed by “Scream,” “Thor: Love and Thunder,” “Top Gun: Maverick,” “Killers of the Flower Moon,” “Jurassic World: Dominion,” “Doctor Strange in the Multiverse of Madness,” “Mission: Impossible 7,” “Uncharted” and “The Flash.”</p><p><blockquote>根据IMDb的数据,大多数电影观众对《蝙蝠侠》感到兴奋,其次是《惊声尖叫》、《雷神:爱与雷霆》、《《壮志凌云:独行侠》》、《花月杀手》、《侏罗纪世界:统治》、《疯狂多元宇宙中的奇异博士》、《碟中谍7》、《神秘海域》和《闪电侠》。</blockquote></p><p> Of the top 10 films, only the <b>Martin Scorsese</b>-directed “Killers of the Flower Moon” is an original production that is not a reboot, sequel or expansion of an established franchise from another medium. IMDb is owned by <b>Amazon.com.</b></p><p><blockquote>在排名前10的影片中,只有<b>马丁·斯科塞斯</b>-导演的“花月杀手”是一部原创作品,不是从另一个媒体建立的特许经营权的重启、续集或扩展。IMDb归<b>亚马逊.</b></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>'Spider-Man: No Way Home' Rocks The US Box Office With $253M Opening<blockquote>《蜘蛛侠:英雄无归》首映票房2.53亿美元,震撼美国票房</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\">\n'Spider-Man: No Way Home' Rocks The US Box Office With $253M Opening<blockquote>《蜘蛛侠:英雄无归》首映票房2.53亿美元,震撼美国票房</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-20 07:45</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Sony Pictures</b> scored a grand slam at the box office over the weekend with a $253 million U.S. premiere theatrical engagement for “Spider-Man: No Way Home.”</p><p><blockquote><b>索尼影业</b>周末,《蜘蛛侠:英雄无归》在美国首映票房收入达2.53亿美元,创下票房大满贯。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bc44a74484c0944c80a8ac063f2bfbe4\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>What Happened:</b>The film, which opened in 4,336 theaters, was the top grossing December premiere of all time and third only to the $257.6 million gross from \"Avengers: Infinity War\" in 2018 and the $357.1 million from \"Avengers: Endgame\" in 2019 as the most financially successful U.S. opening engagement of all time. The film also triumphed around the world, with $334.2 million from 60 international markets for a global sum of $587.2 million – an achievement that occurred without having the film in the lucrative Chinese theatrical market.</p><p><blockquote><b>发生了什么:</b>这部电影在4336家影院上映,是有史以来12月首映票房最高的电影,仅次于2018年《复仇者联盟3:无限战争》的2.576亿美元和2019年《复仇者联盟4:终局之战》的3.571亿美元,是有史以来财务上最成功的美国首映电影。这部电影在全球范围内也取得了成功,在60个国际市场获得了3.342亿美元的票房,全球总票房为5.872亿美元——这一成就是在这部电影没有出现在利润丰厚的中国影院市场的情况下取得的。</blockquote></p><p> The success of “Spider-Man: No Way Home” stood in stark contrast to last weekend’s dismal financial tally for the <b>Walt Disney Co.’s</b> “West Side Story” as the top-grossing film, with a $10.5 million premiere engagement. That film sank during its second week in theaters, placing third among the top 10 grossing films with $3.14 million in ticket sales. Another Disney title, the animated “Encanto,” was the second top grossing film from the weekend with $6.5 million in ticket sales for its fourth week in release.</p><p><blockquote>《蜘蛛侠:英雄无归》的成功与上周末《蜘蛛侠:英雄无归》惨淡的财务记录形成了鲜明对比<b>华特迪士尼公司</b>《西区故事》是票房最高的电影,首映票房为1050万美元。这部电影在影院上映的第二周就下跌了,以314万美元的票房在十大票房电影中排名第三。迪士尼的另一部动画电影《Encanto》是周末票房第二高的电影,上映第四周票房收入为650万美元。</blockquote></p><p> The only other new film going into premiere release over the weekend was “Nightmare Alley” starring <b>Bradley Cooper</b>. This release from Disney’s Searchlight division grossed $2.95 million from 2,145 screens, placing fifth among the weekend’s top 10 grossing films.</p><p><blockquote>周末唯一一部进入首映的新片是由<b>布莱德利·库珀</b>这部由迪士尼探照灯部门发行的电影在2145块银幕上获得了295万美元的票房,在周末票房收入最高的10部电影中排名第五。</blockquote></p><p> “Spider-Man: No Way Home” also erased any doubts that moviegoers were shying away from theaters out of concern regarding COVID-19.<b>Tom Rothman</b>, chairman and CEO of Sony Pictures’ Motion Picture Group, alluded to the health crisis in a statement by declaring the “weekend’s historic ‘Spider-Man: No Way Home’ results, from all over the world and in the face of many challenges, reaffirm the unmatched cultural impact that exclusive theatrical films can have when they are made and marketed with vision and resolve.”</p><p><blockquote>《蜘蛛侠:英雄无归》也消除了观众出于对新冠肺炎的担忧而回避影院的任何疑虑。<b>汤姆·罗斯曼</b>索尼影业电影集团董事长兼首席执行官在一份声明中暗指健康危机,宣称“周末历史性的《蜘蛛侠:英雄无归》结果来自世界各地,面对许多挑战,重申独家院线电影在以远见和决心制作和营销时可以产生无与伦比的文化影响。”</blockquote></p><p> <b>What Happens Next:</b>For this week, three of the season’s biggest films will be opening on Dec. 22:<b>AT&T’s</b> Warner Bros. has “The Matrix Resurrections” starring <b>Keanu Reeves</b> in theaters and on HBO Max, while <b>Comcast Corp.’s</b> Universal is presenting the animated feature “Sing 2,” and Disney’s 20th Century Studios has “The King’s Man” starring <b>Ralph Fiennes</b> and <b>Gemma Arterton</b>.</p><p><blockquote><b>接下来会发生什么:</b>本周,本季三部最大的电影将于12月22日上映:<b>AT&T的</b>华纳兄弟有《黑客帝国复活》主演<b>基努·里维斯</b>在影院和HBO Max上,而<b>康卡斯特公司</b>环球影业将推出动画片《歌唱2》,迪斯尼旗下的20世纪工作室将推出《国王的男人》<b>拉尔夫·费恩斯</b>和<b>杰玛·阿特登</b>.</blockquote></p><p> On Dec. 24, Sony Pictures is releasing <b>Pedro Almodovar’s</b> “Parallel Mothers” starring <b>Penelope Cruz</b> in Los Angeles and New York, while <b>Reliance Entertainment</b> will have the Hindi-language drama “83” in a limited nationwide release.</p><p><blockquote>12月24日,索尼影业将发行<b>佩德罗·阿尔莫多瓦的</b>《平行妈妈》主演<b>佩内洛普·克鲁兹</b>在洛杉矶和纽约<b>信实娱乐</b>将在全国限量发行印地语剧《83》。</blockquote></p><p> On Christmas Day,<b>Denzel Washington</b> has two films opening: the <b>A24</b> release of “The Tragedy of Macbeth” with Washington as Shakespeare’s murderous monarch and the Sony Pictures release of “A Journal for Jordan” starring <b>Michael B. Jordan</b> in a drama directed by Washington. Also opening is <b>Lionsgate’s</b> “American Underdog” starring Zachary Levi as football great <b>Kurt Warner</b>.</p><p><blockquote>在圣诞节那天,<b>丹泽尔·华盛顿</b>有两部电影上映:<b>A24</b>由华盛顿饰演莎士比亚笔下凶残的君主的《麦克白悲剧》上映,索尼影业发行由<b>迈克尔·B·乔丹</b>在华盛顿导演的戏剧中。同样开放的是<b>狮门影业</b>《美国失败者》由扎卡里·列维主演,饰演足球伟人<b>库尔特·华纳</b>.</blockquote></p><p> <b>Also Happening:</b>While the 2021 movie year winds down, the Internet Movie Database (IMDb) has announced its list of the Most Anticipated Movies of 2022, based on the most popular searches of its cinematic database.</p><p><blockquote><b>也在发生:</b>随着2021电影年接近尾声,互联网电影数据库(IMDb)根据其电影数据库中最受欢迎的搜索,公布了2022年最受期待的电影名单。</blockquote></p><p> According to IMDb, most moviegoers are pumped up for “The Batman,” followed by “Scream,” “Thor: Love and Thunder,” “Top Gun: Maverick,” “Killers of the Flower Moon,” “Jurassic World: Dominion,” “Doctor Strange in the Multiverse of Madness,” “Mission: Impossible 7,” “Uncharted” and “The Flash.”</p><p><blockquote>根据IMDb的数据,大多数电影观众对《蝙蝠侠》感到兴奋,其次是《惊声尖叫》、《雷神:爱与雷霆》、《《壮志凌云:独行侠》》、《花月杀手》、《侏罗纪世界:统治》、《疯狂多元宇宙中的奇异博士》、《碟中谍7》、《神秘海域》和《闪电侠》。</blockquote></p><p> Of the top 10 films, only the <b>Martin Scorsese</b>-directed “Killers of the Flower Moon” is an original production that is not a reboot, sequel or expansion of an established franchise from another medium. IMDb is owned by <b>Amazon.com.</b></p><p><blockquote>在排名前10的影片中,只有<b>马丁·斯科塞斯</b>-导演的“花月杀手”是一部原创作品,不是从另一个媒体建立的特许经营权的重启、续集或扩展。IMDb归<b>亚马逊.</b></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SONY":"索尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159925675","content_text":"Sony Pictures scored a grand slam at the box office over the weekend with a $253 million U.S. premiere theatrical engagement for “Spider-Man: No Way Home.”\n\nWhat Happened:The film, which opened in 4,336 theaters, was the top grossing December premiere of all time and third only to the $257.6 million gross from \"Avengers: Infinity War\" in 2018 and the $357.1 million from \"Avengers: Endgame\" in 2019 as the most financially successful U.S. opening engagement of all time. The film also triumphed around the world, with $334.2 million from 60 international markets for a global sum of $587.2 million – an achievement that occurred without having the film in the lucrative Chinese theatrical market.\nThe success of “Spider-Man: No Way Home” stood in stark contrast to last weekend’s dismal financial tally for the Walt Disney Co.’s “West Side Story” as the top-grossing film, with a $10.5 million premiere engagement. That film sank during its second week in theaters, placing third among the top 10 grossing films with $3.14 million in ticket sales. Another Disney title, the animated “Encanto,” was the second top grossing film from the weekend with $6.5 million in ticket sales for its fourth week in release.\nThe only other new film going into premiere release over the weekend was “Nightmare Alley” starring Bradley Cooper. This release from Disney’s Searchlight division grossed $2.95 million from 2,145 screens, placing fifth among the weekend’s top 10 grossing films.\n“Spider-Man: No Way Home” also erased any doubts that moviegoers were shying away from theaters out of concern regarding COVID-19.Tom Rothman, chairman and CEO of Sony Pictures’ Motion Picture Group, alluded to the health crisis in a statement by declaring the “weekend’s historic ‘Spider-Man: No Way Home’ results, from all over the world and in the face of many challenges, reaffirm the unmatched cultural impact that exclusive theatrical films can have when they are made and marketed with vision and resolve.”\nWhat Happens Next:For this week, three of the season’s biggest films will be opening on Dec. 22:AT&T’s Warner Bros. has “The Matrix Resurrections” starring Keanu Reeves in theaters and on HBO Max, while Comcast Corp.’s Universal is presenting the animated feature “Sing 2,” and Disney’s 20th Century Studios has “The King’s Man” starring Ralph Fiennes and Gemma Arterton.\nOn Dec. 24, Sony Pictures is releasing Pedro Almodovar’s “Parallel Mothers” starring Penelope Cruz in Los Angeles and New York, while Reliance Entertainment will have the Hindi-language drama “83” in a limited nationwide release.\nOn Christmas Day,Denzel Washington has two films opening: the A24 release of “The Tragedy of Macbeth” with Washington as Shakespeare’s murderous monarch and the Sony Pictures release of “A Journal for Jordan” starring Michael B. Jordan in a drama directed by Washington. Also opening is Lionsgate’s “American Underdog” starring Zachary Levi as football great Kurt Warner.\nAlso Happening:While the 2021 movie year winds down, the Internet Movie Database (IMDb) has announced its list of the Most Anticipated Movies of 2022, based on the most popular searches of its cinematic database.\nAccording to IMDb, most moviegoers are pumped up for “The Batman,” followed by “Scream,” “Thor: Love and Thunder,” “Top Gun: Maverick,” “Killers of the Flower Moon,” “Jurassic World: Dominion,” “Doctor Strange in the Multiverse of Madness,” “Mission: Impossible 7,” “Uncharted” and “The Flash.”\nOf the top 10 films, only the Martin Scorsese-directed “Killers of the Flower Moon” is an original production that is not a reboot, sequel or expansion of an established franchise from another medium. IMDb is owned by Amazon.com.","news_type":1,"symbols_score_info":{"SONY":0.9}},"isVote":1,"tweetType":1,"viewCount":3072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693933978,"gmtCreate":1639958949535,"gmtModify":1639958949535,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101691105425760","idStr":"4101691105425760"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693933978","repostId":"1130704419","repostType":4,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohu8.com/m/news/1130704419?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</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\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KMX":"车美仕","PAYX":"沛齐",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","MU":"美光科技","CTAS":"信达思","GIS":"通用磨坊"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{"MU":0.9,"PAYX":0.9,".DJI":0.9,".SPX":0.9,".IXIC":0.9,"CTAS":0.9,"KMX":0.9,"GIS":0.9}},"isVote":1,"tweetType":1,"viewCount":5554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699466938,"gmtCreate":1639878151729,"gmtModify":1639878151729,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101691105425760","idStr":"4101691105425760"},"themes":[],"htmlText":"Great ","listText":"Great ","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699466938","repostId":"1170599515","repostType":4,"repost":{"id":"1170599515","kind":"news","pubTimestamp":1639872378,"share":"https://www.laohu8.com/m/news/1170599515?lang=zh_CN&edition=full","pubTime":"2021-12-19 08:06","market":"us","language":"en","title":"Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动中推出新车型并谈论动力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170599515","media":"Seeking Alpha","summary":"$Nio $ unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\". The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenar","content":"<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在2021年蔚来日推出了ET5中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示,ET5借鉴了ET7流畅的轮廓,“将高性能自动驾驶传感器无缝集成到其纯粹而进步的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元(51,450美元)的价格购买带电池组的ET5,75kWh电池组版本和386,000元(60,550美元)的价格购买100kWh版本。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5以最新的蔚来自动驾驶为特色,据称将在高速公路、市区、停车和换电等场景逐步实现安全放心的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来(蔚来)活动的其他亮点包括ET7的更新。该公司还谈到了其电力和电池充电计划。蔚来(蔚来)表示,目前已在全国部署3348个目的地充电桩和3136个超级充电桩。已经为94K用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果该事件引起轰动,请关注蔚来(蔚来)周一的反弹。蔚来已经是StockTwits和Reddit的WallStreetBets上讨论最多的股票之一。查看下周关注的所有股票,了解股价波动情况。</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>Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动中推出新车型并谈论动力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动中推出新车型并谈论动力</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\">2021-12-19 08:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在2021年蔚来日推出了ET5中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示,ET5借鉴了ET7流畅的轮廓,“将高性能自动驾驶传感器无缝集成到其纯粹而进步的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元(51,450美元)的价格购买带电池组的ET5,75kWh电池组版本和386,000元(60,550美元)的价格购买100kWh版本。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5以最新的蔚来自动驾驶为特色,据称将在高速公路、市区、停车和换电等场景逐步实现安全放心的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来(蔚来)活动的其他亮点包括ET7的更新。该公司还谈到了其电力和电池充电计划。蔚来(蔚来)表示,目前已在全国部署3348个目的地充电桩和3136个超级充电桩。已经为94K用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果该事件引起轰动,请关注蔚来(蔚来)周一的反弹。蔚来已经是StockTwits和Reddit的WallStreetBets上讨论最多的股票之一。查看下周关注的所有股票,了解股价波动情况。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event\">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":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170599515","content_text":"Nio unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"\nCustomers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.\nThe ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.\nOther highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.\nWatch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699038823,"gmtCreate":1639719635235,"gmtModify":1639719635235,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101691105425760","idStr":"4101691105425760"},"themes":[],"htmlText":"Nice[Miser] ","listText":"Nice[Miser] ","text":"Nice[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699038823","repostId":"1169026598","repostType":4,"repost":{"id":"1169026598","kind":"news","pubTimestamp":1639698567,"share":"https://www.laohu8.com/m/news/1169026598?lang=zh_CN&edition=full","pubTime":"2021-12-17 07:49","market":"us","language":"en","title":"Intel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔:Mobileye IPO可能是绝妙之举</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169026598","media":"seekingalpha","summary":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious gr","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li> <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li> <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li> <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li> <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li> <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li> </ul> <b>Introduction</b></p><p><blockquote><ul><li>英特尔将于2022年中期通过IPO分拆Mobileye,为其雄心勃勃的增长计划筹集资金。在本笔记中,我们将讨论这个事务的逻辑。</li><li>Mobileye是自动驾驶汽车技术的领先企业之一,这意味着它的市盈率应该比英特尔高得多。</li><li>英特尔的市盈率约为9倍,被严重低估,因此Mobileye的估值受到抑制。此次IPO可能会成为英特尔的一次重大价值释放事件。</li><li>根据我的分析,在当前的市场环境下,Mobileye很容易获得50-100B美元的估值。因此,英特尔可以通过出售少量股份来筹集一大笔资金。</li><li>即使在IPO之后,英特尔仍将继续以多数股权控制Mobileye,英特尔首席执行官帕特·基辛格(Pat Gelsinger)将作为董事会主席塑造Mobileye的未来。因此,英特尔通过这笔交易两全其美。我对英特尔的强烈买入评级为50美元。</li><li>寻找像这样的创意组合?击败市场的成员可以独家访问我们的模型组合。</li></ul><b>介绍</b></blockquote></p><p> Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p><p><blockquote>尽管芯片股在过去18-24个月内出现了惊人的上涨,但英特尔(纳斯达克:INTC)的估值(约12倍市盈率/自由现金流)仍然低迷。半导体供应短缺没有减弱的迹象,英特尔正在出售其能生产的所有产品。2021年,英特尔将创造创纪录的收入和运营现金流。尽管英特尔因竞争加剧而面临利润率压力,但其业务基本面依然强劲。英特尔的资产负债表和自由现金流生成强劲。通胀环境应该支持像英特尔这样的现金流机器。因此,英特尔疲软的价格走势令人费解(即使考虑到英特尔过去几年的制造困境)。</blockquote></p><p> In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p><p><blockquote>在今天的报告中,我们将重点讨论英特尔即将分拆的Mobileye,它很可能成为这家芯片巨头的价值解锁催化剂。</blockquote></p><p> Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p><p><blockquote>让我们从解读Mobileye IPO背后的逻辑开始我们的分析。</blockquote></p><p> <b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p><p><blockquote><b>了解英特尔分拆Mobileye背后的动机</b></blockquote></p><p> Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p><p><blockquote>在重新加入英特尔担任首席执行官后不久,帕特·基辛格(Pat Gelsinger)概述了一项积极的混合采购和代工计划,以让这家半导体巨头重回过去的辉煌(在前任管理层的一些糟糕执行之后)。理论上,帕特的策略非常简单。英特尔将把下一代芯片制造外包给台积电(纽约证券交易所股票代码:TSM)等代工厂,这将使他们能够与AMD(纳斯达克股票代码:AMD)和英伟达(纳斯达克股票代码:NVDA)等竞争对手竞争。虽然英特尔正在努力解决其制造困境并重新获得节点级别的技术领先地位,但该公司也在向其他公司开放其在西半球的制造工厂(即进入代工业务)。</blockquote></p><p> The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p><p><blockquote>半导体行业正在经历一场痛苦的供应危机,这场危机对多个行业产生了深远的影响。随着电动汽车革命,对汽车芯片的需求将会激增。因此,芯片短缺可能会持续很多年。只有少数公司能够解决这场危机,而英特尔可能是唯一一家能够帮助缓解西半球半导体短缺的公司。</blockquote></p><p> Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p><p><blockquote>帕特·基辛格(Pat Gelsinger)为英特尔提出了一项积极的增长计划,预计该公司在2023年至2027年期间的复合年增长率将达到约10-12%。然而,帕特的计划是高度资本密集型的,因此英特尔需要更多的资本。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p><p><blockquote>英特尔将进入一个沉重的资本支出周期,计划将2022年的资本支出增加至约250亿至280亿美元。由于英特尔的股票交易接近过去10年的历史最低估值(按P/FCF计算),通过发行新股票筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最讨厌的股票之一,管理层当然没有兴趣疏远更多的投资者群体。因此,排除了通过股权融资的可能性。</blockquote></p><p> Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p><p><blockquote>另一种筹集资金的方式是通过债务发行,英特尔的资产负债表和自由现金流产生足够强大,可以承担更多债务。然而,由于与AMD等公司潜在的价格战,英特尔的利润率将面临压力,而且随着资本支出的增加,英特尔的自由现金流也可能在短期内受到影响。因此,英特尔管理层可能不愿意通过债务筹集更多资本(债务已经达到约40B美元)。</blockquote></p><p></p><p> Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p><p><blockquote>资产货币化可能是筹集资金以资助英特尔增长计划的唯一可行替代方案。如果我们看看英特尔的业务,Mobileye可能是埋藏在企业集团大幅折扣下的最被低估的资产。Mobileye是自动驾驶(市场上最热门的领域之一)领域的领先企业,在当前的市场环境下,它的交易倍数无疑会比英特尔在2017年为其支付的价格高得多。因此,剥离Mobileye是英特尔管理层做出的一个非常合理且合乎逻辑的决定。</blockquote></p><p> <b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p><p><blockquote><b>帕特说Mobileye堪比特斯拉!是吗?</b></blockquote></p><p> In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p><p><blockquote>2017年,英特尔以约153亿美元的惊人价格收购了Mobileye。自此次收购以来,Mobileye实现了显着的收入增长,实现了众多技术创新,并投入资金解决了自动驾驶技术规模化部署中最关键的问题。与大多数IPO不同,Mobileye已经是一家高利润公司。因此,英特尔可以通过出售Mobileye的少数股权来获得丰厚的投资回报。</blockquote></p><p> In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p><p><blockquote>在过去12个月中,Mobileye的收入为$13.6亿,营业利润为$4.71亿(营业利润率约为35%)。此外,Mobileye还实现了交付第1亿颗EyeQ SOC的里程碑,推出了量产robotaxi(网络将于2022年上线),并与30家传统汽车制造商赢得了41个新的ADAS和全自动驾驶项目。简而言之,Mobileye从技术和财务角度都取得了巨大进步。</blockquote></p><p> Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p><p><blockquote>由于Mobileye一直作为英特尔内部的独立子公司运营,因此分离并不困难。与英特尔的战略合作伙伴关系将保持不变,更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其robotaxi网络将于2022年上线,Mobileye可能会成为第一个将L3/L4 AV技术推向市场的公司。</blockquote></p><p> Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p><p><blockquote>Mobileye确实处于拐点,它的未来看起来一如既往地光明。一些批评者会说,英特尔正在出卖自己的未来来追逐过去。然而,我们必须承认我们周围的现实。围绕自动驾驶和电动汽车的炒作从未如此之高,Mobileye惊人的增长故事被埋在英特尔的保护伞下。通过将Mobileye作为一个独立实体推向公开市场,英特尔可能会获得现金增长(交易倍数很高),同时还将保持其在该公司的多数股权(控制权)。</blockquote></p><p> Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p><p><blockquote>尽管Pat因其AV技术(以及未来的Robotaxi业务)而将Mobileye与特斯拉(纳斯达克:TSLA)进行了比较,但我认为它更适合英伟达。出于本说明的目的,我们将使用特斯拉和英伟达的交易倍数来猜测Mobileye的估值。由于其规模相对较小,我预计Mobileye的市盈率将高于这些公司。</blockquote></p><p> Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p><p><blockquote>从相对估值的角度来看,Mobileye的IPO估值可能在$50B至$70B之间。然而,让我们也使用Mobileye的财务数据来确定其绝对估值。</blockquote></p><p> <b>Estimating Mobileye's Fair Value</b></p><p><blockquote><b>估计Mobileye的公允价值</b></blockquote></p><p> To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Mobileye的公允价值,我们将采用我们专有的估值模型。它的含义如下:</blockquote></p><p> <ul> <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li> <li></li> <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li> <li></li> <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li> <li></li> <li>In step 4, the model accounts for dividends.</li> </ul> <b>Assumptions:</b></p><p><blockquote><ul><li>在第一步中,我们使用传统的DCF模型,自由现金流按我们(股东)的资本成本贴现。</li><li></li><li>在步骤2中,模型考虑了已发行股票变化(回购/稀释)的影响。</li><li></li><li>在第三步中,我们将十年结束时未来增长前景的估值正常化。然后,我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度,我们就投资。如果没有,我们等待一个更好的切入点。</li><li></li><li>在步骤4中,模型考虑了股息。</li></ul><b>假设:</b></blockquote></p><p> Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p><p><blockquote>Mobileye是一家快速增长、利润丰厚的企业。凭借庞大的TAM和领先的ADAS自动驾驶汽车[AV]技术,随着2020年代向自动驾驶电动汽车的转变加速,Mobileye将迎来巨大的长期增长趋势。因此,25%的10年复合年增长率可能非常保守。随着MoovitAV robotaxi网络的增长,Mobileye的利润率可能会上升。因此,当业务成熟且增长放缓(未来十年或二十年内不会发生)时,Mobileye的FCF利润率可能会轻松徘徊在30%以上。</blockquote></p><p> As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p><p><blockquote>如您所见,Mobileye每股价值约15美元,市值约为60B美元。本次估值工作中使用的假设是保守的,这意味着Mobileye的价值可能超过$60B。</blockquote></p><p></p><p> If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p><p><blockquote>如果Mobileye的10年复合年增长率在30%-50%范围内(而不是我们估计的25%),那么Mobileye的公允价值将约为88B美元至340B美元。按照1T美元的估值,特斯拉隐含的10年复合年增长率约为50%。由于Mobileye的基础要小得多,并且考虑到它可能成为AV技术的行业标准(通过利用与福特、宝马和许多其他汽车制造商的现有关系),我认为Mobileye拥有比特斯拉更好的机会实现如此高速增长。</blockquote></p><p> Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p><p><blockquote>即使在分拆Mobileye之后,英特尔在2022年的收入仍将约为$730亿,对其现金流产生的影响几乎为零。尽管英特尔将在这笔交易中失去其关键资产之一(事实并非如此,因为英特尔仍将通过多数股权控制Mobileye),但所得收益将帮助英特尔管理层执行其雄心勃勃的增长计划。根据保守估计,英特尔(减去Mobileye)的每股价值仍约为70美元(市值约为2800亿美元)(此估值练习可在我之前有关英特尔的文章中找到)。因此,分拆Mobileye极有可能为英特尔股东释放隐藏的价值。</blockquote></p><p> <b>Concluding Thoughts</b></p><p><blockquote><b>结束语</b></blockquote></p><p> With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p><p><blockquote>由于英特尔的市值徘徊在200B美元左右,通过股票发行筹集资金是不可行的。尽管英特尔的资产负债表和自由现金流仍然强劲,但该公司正在进入一个沉重的资本支出周期,这使得额外的债务融资变得麻烦。Mobileye是英特尔增长较快的业务线之一。然而,出售其中的一小部分可能会为英特尔带来一大笔钱,这些钱可以用于帕特·基辛格雄心勃勃的公司增长计划。根据我的分析,在当前的市场环境下,Mobileye的估值可能达到500亿至1000亿美元,我认为英特尔最终将从Mobileye IPO中筹集约100亿至150亿美元,同时保留对公司的控制权。我喜欢英特尔管理层的这一举措,因为我可以看到这次分拆带来的巨大价值。</blockquote></p><p> Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p><p><blockquote>英特尔是一棵被严重低估的摇钱树,它支付着健康且不断增长的股息。随着Mobileye IPO将释放英特尔的一些隐藏价值,我预计英特尔将在未来12-24个月内实现大幅资本增值。因此,我继续给予英特尔50美元的强力买入评级。</blockquote></p><p> Key Takeaway: I rate Intel a strong buy at $50.</p><p><blockquote>关键要点:我将英特尔评级为50美元的强力买入。</blockquote></p><p> Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p><p><blockquote>感谢您的阅读,祝投资愉快。请在下面的评论区分享你的想法、担忧和/或问题。</blockquote></p><p></p>","source":"lsy1638401102509","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>Intel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔:Mobileye IPO可能是绝妙之举</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\">\nIntel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔:Mobileye IPO可能是绝妙之举</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-12-17 07:49</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>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li> <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li> <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li> <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li> <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li> <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li> </ul> <b>Introduction</b></p><p><blockquote><ul><li>英特尔将于2022年中期通过IPO分拆Mobileye,为其雄心勃勃的增长计划筹集资金。在本笔记中,我们将讨论这个事务的逻辑。</li><li>Mobileye是自动驾驶汽车技术的领先企业之一,这意味着它的市盈率应该比英特尔高得多。</li><li>英特尔的市盈率约为9倍,被严重低估,因此Mobileye的估值受到抑制。此次IPO可能会成为英特尔的一次重大价值释放事件。</li><li>根据我的分析,在当前的市场环境下,Mobileye很容易获得50-100B美元的估值。因此,英特尔可以通过出售少量股份来筹集一大笔资金。</li><li>即使在IPO之后,英特尔仍将继续以多数股权控制Mobileye,英特尔首席执行官帕特·基辛格(Pat Gelsinger)将作为董事会主席塑造Mobileye的未来。因此,英特尔通过这笔交易两全其美。我对英特尔的强烈买入评级为50美元。</li><li>寻找像这样的创意组合?击败市场的成员可以独家访问我们的模型组合。</li></ul><b>介绍</b></blockquote></p><p> Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p><p><blockquote>尽管芯片股在过去18-24个月内出现了惊人的上涨,但英特尔(纳斯达克:INTC)的估值(约12倍市盈率/自由现金流)仍然低迷。半导体供应短缺没有减弱的迹象,英特尔正在出售其能生产的所有产品。2021年,英特尔将创造创纪录的收入和运营现金流。尽管英特尔因竞争加剧而面临利润率压力,但其业务基本面依然强劲。英特尔的资产负债表和自由现金流生成强劲。通胀环境应该支持像英特尔这样的现金流机器。因此,英特尔疲软的价格走势令人费解(即使考虑到英特尔过去几年的制造困境)。</blockquote></p><p> In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p><p><blockquote>在今天的报告中,我们将重点讨论英特尔即将分拆的Mobileye,它很可能成为这家芯片巨头的价值解锁催化剂。</blockquote></p><p> Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p><p><blockquote>让我们从解读Mobileye IPO背后的逻辑开始我们的分析。</blockquote></p><p> <b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p><p><blockquote><b>了解英特尔分拆Mobileye背后的动机</b></blockquote></p><p> Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p><p><blockquote>在重新加入英特尔担任首席执行官后不久,帕特·基辛格(Pat Gelsinger)概述了一项积极的混合采购和代工计划,以让这家半导体巨头重回过去的辉煌(在前任管理层的一些糟糕执行之后)。理论上,帕特的策略非常简单。英特尔将把下一代芯片制造外包给台积电(纽约证券交易所股票代码:TSM)等代工厂,这将使他们能够与AMD(纳斯达克股票代码:AMD)和英伟达(纳斯达克股票代码:NVDA)等竞争对手竞争。虽然英特尔正在努力解决其制造困境并重新获得节点级别的技术领先地位,但该公司也在向其他公司开放其在西半球的制造工厂(即进入代工业务)。</blockquote></p><p> The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p><p><blockquote>半导体行业正在经历一场痛苦的供应危机,这场危机对多个行业产生了深远的影响。随着电动汽车革命,对汽车芯片的需求将会激增。因此,芯片短缺可能会持续很多年。只有少数公司能够解决这场危机,而英特尔可能是唯一一家能够帮助缓解西半球半导体短缺的公司。</blockquote></p><p> Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p><p><blockquote>帕特·基辛格(Pat Gelsinger)为英特尔提出了一项积极的增长计划,预计该公司在2023年至2027年期间的复合年增长率将达到约10-12%。然而,帕特的计划是高度资本密集型的,因此英特尔需要更多的资本。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p><p><blockquote>英特尔将进入一个沉重的资本支出周期,计划将2022年的资本支出增加至约250亿至280亿美元。由于英特尔的股票交易接近过去10年的历史最低估值(按P/FCF计算),通过发行新股票筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最讨厌的股票之一,管理层当然没有兴趣疏远更多的投资者群体。因此,排除了通过股权融资的可能性。</blockquote></p><p> Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p><p><blockquote>另一种筹集资金的方式是通过债务发行,英特尔的资产负债表和自由现金流产生足够强大,可以承担更多债务。然而,由于与AMD等公司潜在的价格战,英特尔的利润率将面临压力,而且随着资本支出的增加,英特尔的自由现金流也可能在短期内受到影响。因此,英特尔管理层可能不愿意通过债务筹集更多资本(债务已经达到约40B美元)。</blockquote></p><p></p><p> Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p><p><blockquote>资产货币化可能是筹集资金以资助英特尔增长计划的唯一可行替代方案。如果我们看看英特尔的业务,Mobileye可能是埋藏在企业集团大幅折扣下的最被低估的资产。Mobileye是自动驾驶(市场上最热门的领域之一)领域的领先企业,在当前的市场环境下,它的交易倍数无疑会比英特尔在2017年为其支付的价格高得多。因此,剥离Mobileye是英特尔管理层做出的一个非常合理且合乎逻辑的决定。</blockquote></p><p> <b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p><p><blockquote><b>帕特说Mobileye堪比特斯拉!是吗?</b></blockquote></p><p> In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p><p><blockquote>2017年,英特尔以约153亿美元的惊人价格收购了Mobileye。自此次收购以来,Mobileye实现了显着的收入增长,实现了众多技术创新,并投入资金解决了自动驾驶技术规模化部署中最关键的问题。与大多数IPO不同,Mobileye已经是一家高利润公司。因此,英特尔可以通过出售Mobileye的少数股权来获得丰厚的投资回报。</blockquote></p><p> In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p><p><blockquote>在过去12个月中,Mobileye的收入为$13.6亿,营业利润为$4.71亿(营业利润率约为35%)。此外,Mobileye还实现了交付第1亿颗EyeQ SOC的里程碑,推出了量产robotaxi(网络将于2022年上线),并与30家传统汽车制造商赢得了41个新的ADAS和全自动驾驶项目。简而言之,Mobileye从技术和财务角度都取得了巨大进步。</blockquote></p><p> Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p><p><blockquote>由于Mobileye一直作为英特尔内部的独立子公司运营,因此分离并不困难。与英特尔的战略合作伙伴关系将保持不变,更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其robotaxi网络将于2022年上线,Mobileye可能会成为第一个将L3/L4 AV技术推向市场的公司。</blockquote></p><p> Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p><p><blockquote>Mobileye确实处于拐点,它的未来看起来一如既往地光明。一些批评者会说,英特尔正在出卖自己的未来来追逐过去。然而,我们必须承认我们周围的现实。围绕自动驾驶和电动汽车的炒作从未如此之高,Mobileye惊人的增长故事被埋在英特尔的保护伞下。通过将Mobileye作为一个独立实体推向公开市场,英特尔可能会获得现金增长(交易倍数很高),同时还将保持其在该公司的多数股权(控制权)。</blockquote></p><p> Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p><p><blockquote>尽管Pat因其AV技术(以及未来的Robotaxi业务)而将Mobileye与特斯拉(纳斯达克:TSLA)进行了比较,但我认为它更适合英伟达。出于本说明的目的,我们将使用特斯拉和英伟达的交易倍数来猜测Mobileye的估值。由于其规模相对较小,我预计Mobileye的市盈率将高于这些公司。</blockquote></p><p> Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p><p><blockquote>从相对估值的角度来看,Mobileye的IPO估值可能在$50B至$70B之间。然而,让我们也使用Mobileye的财务数据来确定其绝对估值。</blockquote></p><p> <b>Estimating Mobileye's Fair Value</b></p><p><blockquote><b>估计Mobileye的公允价值</b></blockquote></p><p> To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Mobileye的公允价值,我们将采用我们专有的估值模型。它的含义如下:</blockquote></p><p> <ul> <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li> <li></li> <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li> <li></li> <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li> <li></li> <li>In step 4, the model accounts for dividends.</li> </ul> <b>Assumptions:</b></p><p><blockquote><ul><li>在第一步中,我们使用传统的DCF模型,自由现金流按我们(股东)的资本成本贴现。</li><li></li><li>在步骤2中,模型考虑了已发行股票变化(回购/稀释)的影响。</li><li></li><li>在第三步中,我们将十年结束时未来增长前景的估值正常化。然后,我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度,我们就投资。如果没有,我们等待一个更好的切入点。</li><li></li><li>在步骤4中,模型考虑了股息。</li></ul><b>假设:</b></blockquote></p><p> Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p><p><blockquote>Mobileye是一家快速增长、利润丰厚的企业。凭借庞大的TAM和领先的ADAS自动驾驶汽车[AV]技术,随着2020年代向自动驾驶电动汽车的转变加速,Mobileye将迎来巨大的长期增长趋势。因此,25%的10年复合年增长率可能非常保守。随着MoovitAV robotaxi网络的增长,Mobileye的利润率可能会上升。因此,当业务成熟且增长放缓(未来十年或二十年内不会发生)时,Mobileye的FCF利润率可能会轻松徘徊在30%以上。</blockquote></p><p> As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p><p><blockquote>如您所见,Mobileye每股价值约15美元,市值约为60B美元。本次估值工作中使用的假设是保守的,这意味着Mobileye的价值可能超过$60B。</blockquote></p><p></p><p> If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p><p><blockquote>如果Mobileye的10年复合年增长率在30%-50%范围内(而不是我们估计的25%),那么Mobileye的公允价值将约为88B美元至340B美元。按照1T美元的估值,特斯拉隐含的10年复合年增长率约为50%。由于Mobileye的基础要小得多,并且考虑到它可能成为AV技术的行业标准(通过利用与福特、宝马和许多其他汽车制造商的现有关系),我认为Mobileye拥有比特斯拉更好的机会实现如此高速增长。</blockquote></p><p> Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p><p><blockquote>即使在分拆Mobileye之后,英特尔在2022年的收入仍将约为$730亿,对其现金流产生的影响几乎为零。尽管英特尔将在这笔交易中失去其关键资产之一(事实并非如此,因为英特尔仍将通过多数股权控制Mobileye),但所得收益将帮助英特尔管理层执行其雄心勃勃的增长计划。根据保守估计,英特尔(减去Mobileye)的每股价值仍约为70美元(市值约为2800亿美元)(此估值练习可在我之前有关英特尔的文章中找到)。因此,分拆Mobileye极有可能为英特尔股东释放隐藏的价值。</blockquote></p><p> <b>Concluding Thoughts</b></p><p><blockquote><b>结束语</b></blockquote></p><p> With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p><p><blockquote>由于英特尔的市值徘徊在200B美元左右,通过股票发行筹集资金是不可行的。尽管英特尔的资产负债表和自由现金流仍然强劲,但该公司正在进入一个沉重的资本支出周期,这使得额外的债务融资变得麻烦。Mobileye是英特尔增长较快的业务线之一。然而,出售其中的一小部分可能会为英特尔带来一大笔钱,这些钱可以用于帕特·基辛格雄心勃勃的公司增长计划。根据我的分析,在当前的市场环境下,Mobileye的估值可能达到500亿至1000亿美元,我认为英特尔最终将从Mobileye IPO中筹集约100亿至150亿美元,同时保留对公司的控制权。我喜欢英特尔管理层的这一举措,因为我可以看到这次分拆带来的巨大价值。</blockquote></p><p> Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p><p><blockquote>英特尔是一棵被严重低估的摇钱树,它支付着健康且不断增长的股息。随着Mobileye IPO将释放英特尔的一些隐藏价值,我预计英特尔将在未来12-24个月内实现大幅资本增值。因此,我继续给予英特尔50美元的强力买入评级。</blockquote></p><p> Key Takeaway: I rate Intel a strong buy at $50.</p><p><blockquote>关键要点:我将英特尔评级为50美元的强力买入。</blockquote></p><p> Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p><p><blockquote>感谢您的阅读,祝投资愉快。请在下面的评论区分享你的想法、担忧和/或问题。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke\">seekingalpha</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":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169026598","content_text":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.\nAt ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.\nAccording to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.\nEven after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.\nLooking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.\n\nIntroduction\nDespite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).\nIn today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.\nLet's begin our analysis by deciphering the logic behind an IPO for Mobileye.\nUnderstanding The Motivation Behind Intel's Mobileye Spinoff\nSoon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).\n\nThe semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.\nPat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.\n\nIntel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.\nAnother way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).\nAsset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.\nPat Says Mobileye Is Comparable To Tesla! Is It Though?\nIn 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.\nIn the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.\nSince Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.\nMobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.\nAlthough Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.\nLooking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.\nEstimating Mobileye's Fair Value\nTo determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\n\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\n\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nIn step 4, the model accounts for dividends.\n\nAssumptions:\nMobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).\nAs you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.\nIf Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.\nEven after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.\nConcluding Thoughts\nWith Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.\nIntel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.\nKey Takeaway: I rate Intel a strong buy at $50.\nThanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":3279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690552425,"gmtCreate":1639696698016,"gmtModify":1639696698072,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101691105425760","idStr":"4101691105425760"},"themes":[],"htmlText":"Good one","listText":"Good one","text":"Good one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690552425","repostId":"2191200910","repostType":4,"isVote":1,"tweetType":1,"viewCount":2897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690081703,"gmtCreate":1639613829108,"gmtModify":1639613829108,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101691105425760","idStr":"4101691105425760"},"themes":[],"htmlText":"Thanks fed","listText":"Thanks fed","text":"Thanks fed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690081703","repostId":"1194155872","repostType":4,"repost":{"id":"1194155872","kind":"news","pubTimestamp":1639613035,"share":"https://www.laohu8.com/m/news/1194155872?lang=zh_CN&edition=full","pubTime":"2021-12-16 08:03","market":"us","language":"en","title":"Rebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194155872","media":"RTTNews","summary":"The Singapore stock market headed south again on Wednesday, one session after ending the two-day sli","content":"<p>The Singapore stock market headed south again on Wednesday, one session after ending the two-day slide in which it had fallen more than 20 points or 0.7 percent. The Straits Times Index now sits just beneath the 3,115-point plateau although it figures to bounce higher again on Thursday.</p><p><blockquote>新加坡股市周三再次下跌,此前一个交易日结束了连续两天下跌超过20点或0.7%的下跌。海峡时报指数目前略低于3,115点的高位,尽管预计周四将再次反弹。</blockquote></p><p> The global forecast for the Asian markets is upbeat following results of the FOMC's monetary policy meeting. The European and U.S. markets were solidly higher and the Asian bourses figure to open in similar fashion.</p><p><blockquote>在FOMC货币政策会议结果公布后,全球对亚洲市场的预测乐观。欧洲和美国市场稳步走高,亚洲股市预计也将以类似的方式开盘。</blockquote></p><p> The STI finished modestly lower on Wednesday following losses from the properties and industrials, while the financials were mixed.</p><p><blockquote>在房地产和工业股下跌后,海指周三小幅收低,而金融股则涨跌互现。</blockquote></p><p> For the day, the index slid 6.21 points or 0.20 percent to finish at 3,114.88 after trading between 3,106.63 and 3,120.55. Volume was 883.4 million shares worth 761.8 million Singapore dollars. There were 264 decliners and 180 gainers.</p><p><blockquote>当天,该指数在3,106.63点至3,120.55点之间交易后,下跌6.21点或0.20%,收于3,114.88点。成交量为8.834亿股,价值7.618亿新元。下跌股264家,上涨股180家。</blockquote></p><p> Among the actives, Ascendas REIT lost 0.34 percent, while CapitaLand Integrated Commercial Trust retreated 0.50 percent, City Developments sank 0.42 percent, Comfort DelGro jumped 1.45 percent, Dairy Farm International plummeted 2.42 percent, DBS Group rose 0.19 percent, Genting Singapore surrendered 0.64 percent, Keppel Corp shed 0.39 percent, Mapletree Commercial Trust plunged 0.98 percent, Mapletree Logistics Trust declined 0.53 percent, Oversea-Chinese Banking Corporation fell 0.27 percent, SembCorp Industries skidded 0.51 percent, Singapore Airlines dipped 0.20 percent, Singapore Exchange slid 0.21 percent, SingTel dropped 0.41 percent, Thai Beverage tumbled 0.75 percent, United Overseas Bank collected 0.15 percent, Wilmar International tanked 0.96 percent and Yangzijiang Shipbuilding, Singapore Press Holdings, Singapore Technologies Engineering and SATS were unchanged.</p><p><blockquote>活跃股中,腾飞房地产投资信托下跌0.34%,凯德综合商业信托下跌0.50%,City Developments下跌0.42%,Comfort DelGro上涨1.45%,Dairy Farm International暴跌2.42%,星展集团上涨0.19%,云顶新加坡退保0.64%,吉宝企业下跌0.39%,丰树商业信托下跌0.98%,丰树物流信托下跌0.53%,华侨银行下跌0.27%,胜科工业下跌0.51%,新加坡航空下跌0.20%,新加坡电信下跌0.41%,泰国饮料下跌0.75%,大华银行下跌0.15%,丰益国际下跌0.96%,扬子江造船、新加坡报业控股、新加坡科技工程和新天科技持平。</blockquote></p><p> The lead from Wall Street is broadly positive as the major averages opened slightly lower on Wednesday but then surged in the afternoon to finish sharply higher.</p><p><blockquote>华尔街的领先优势总体上是积极的,主要股指周三开盘小幅走低,但随后下午飙升,收盘大幅走高。</blockquote></p><p> The Dow soared 383.25 points or 1.08 percent to finish at 35,927.43, while the NASDAQ spiked 327.94 points or 2.15 percent to end at 15,565.58 and the S&P 500 jumped 75.76 points or 1.63 percent to close at 4,709.85.</p><p><blockquote>道琼斯指数飙升383.25点,涨幅1.08%,收于35,927.43点;纳斯达克指数飙升327.94点,涨幅2.15%,收于15,565.58点;标普500指数上涨75.76点,涨幅1.63%,收于4,709.85点。</blockquote></p><p> The late-day rally on Wall Street came after the Fed announced its widely expected decision to accelerate the pace of reductions to its asset purchases program. Citing inflation developments and further improvement in the labor market, the Fed said it has decided to reduce the monthly pace of its net asset purchases by $30 billion per month, double the previously announced $15 billion per month.</p><p><blockquote>在美联储宣布了人们普遍预期的加快缩减资产购买计划步伐的决定后,华尔街尾盘上涨。美联储以通胀发展和劳动力市场进一步改善为由表示,已决定将净资产购买速度每月减少300亿美元,是此前宣布的每月150亿美元的两倍。</blockquote></p><p> The Fed said it expects similar reductions in the pace of net asset purchases will likely be appropriate each month, pointing to an end to the program next March. Analysts partly attributed the subsequent rally to relief that the Fed was not more aggressive in accelerating the timetable for halting its asset purchases.</p><p><blockquote>美联储表示,预计每个月净资产购买速度的类似减少可能是适当的,这表明该计划将于明年3月结束。分析师将随后的反弹部分归因于美联储没有更积极地加快停止资产购买的时间表。</blockquote></p><p> Meanwhile, the Fed also announced its widely expected decision to keep the target range for the federal funds rate at zero to 0.25 percent. The central bank's latest projections forecast as many three rate hikes in 2022 compared to the lone rate hike forecast in September.</p><p><blockquote>与此同时,美联储还宣布了广泛预期的决定,将联邦基金利率目标区间维持在零至0.25%。与9月份的一次加息预测相比,央行的最新预测2022年将加息多达三次。</blockquote></p><p> Despite the prospect of sooner than expected rate hikes, analysts suggested traders were pleased with the increased level of certainty provided by the Fed's latest projections.</p><p><blockquote>尽管加息时间可能早于预期,但分析师表示,交易员对美联储最新预测提供的确定性水平提高感到满意。</blockquote></p><p> Crude oil futures settled higher on Wednesday after the Energy Information Administration (EIA) said crude inventories in the U.S. dropped by 4.6 million barrels last week. West Texas Intermediate crude oil futures for January ended up by $0.14 or 0.2 percent at $70.87 a barrel.</p><p><blockquote>美国能源信息署(EIA)表示,上周美国原油库存减少460万桶,原油期货周三收高。西德克萨斯中质原油1月期货收涨0.14美元或0.2%,报每桶70.87美元。</blockquote></p><p></p>","source":"lsy1626938412129","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>Rebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</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\">\nRebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-16 08:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market headed south again on Wednesday, one session after ending the two-day slide in which it had fallen more than 20 points or 0.7 percent. The Straits Times Index now sits just beneath the 3,115-point plateau although it figures to bounce higher again on Thursday.</p><p><blockquote>新加坡股市周三再次下跌,此前一个交易日结束了连续两天下跌超过20点或0.7%的下跌。海峡时报指数目前略低于3,115点的高位,尽管预计周四将再次反弹。</blockquote></p><p> The global forecast for the Asian markets is upbeat following results of the FOMC's monetary policy meeting. The European and U.S. markets were solidly higher and the Asian bourses figure to open in similar fashion.</p><p><blockquote>在FOMC货币政策会议结果公布后,全球对亚洲市场的预测乐观。欧洲和美国市场稳步走高,亚洲股市预计也将以类似的方式开盘。</blockquote></p><p> The STI finished modestly lower on Wednesday following losses from the properties and industrials, while the financials were mixed.</p><p><blockquote>在房地产和工业股下跌后,海指周三小幅收低,而金融股则涨跌互现。</blockquote></p><p> For the day, the index slid 6.21 points or 0.20 percent to finish at 3,114.88 after trading between 3,106.63 and 3,120.55. Volume was 883.4 million shares worth 761.8 million Singapore dollars. There were 264 decliners and 180 gainers.</p><p><blockquote>当天,该指数在3,106.63点至3,120.55点之间交易后,下跌6.21点或0.20%,收于3,114.88点。成交量为8.834亿股,价值7.618亿新元。下跌股264家,上涨股180家。</blockquote></p><p> Among the actives, Ascendas REIT lost 0.34 percent, while CapitaLand Integrated Commercial Trust retreated 0.50 percent, City Developments sank 0.42 percent, Comfort DelGro jumped 1.45 percent, Dairy Farm International plummeted 2.42 percent, DBS Group rose 0.19 percent, Genting Singapore surrendered 0.64 percent, Keppel Corp shed 0.39 percent, Mapletree Commercial Trust plunged 0.98 percent, Mapletree Logistics Trust declined 0.53 percent, Oversea-Chinese Banking Corporation fell 0.27 percent, SembCorp Industries skidded 0.51 percent, Singapore Airlines dipped 0.20 percent, Singapore Exchange slid 0.21 percent, SingTel dropped 0.41 percent, Thai Beverage tumbled 0.75 percent, United Overseas Bank collected 0.15 percent, Wilmar International tanked 0.96 percent and Yangzijiang Shipbuilding, Singapore Press Holdings, Singapore Technologies Engineering and SATS were unchanged.</p><p><blockquote>活跃股中,腾飞房地产投资信托下跌0.34%,凯德综合商业信托下跌0.50%,City Developments下跌0.42%,Comfort DelGro上涨1.45%,Dairy Farm International暴跌2.42%,星展集团上涨0.19%,云顶新加坡退保0.64%,吉宝企业下跌0.39%,丰树商业信托下跌0.98%,丰树物流信托下跌0.53%,华侨银行下跌0.27%,胜科工业下跌0.51%,新加坡航空下跌0.20%,新加坡电信下跌0.41%,泰国饮料下跌0.75%,大华银行下跌0.15%,丰益国际下跌0.96%,扬子江造船、新加坡报业控股、新加坡科技工程和新天科技持平。</blockquote></p><p> The lead from Wall Street is broadly positive as the major averages opened slightly lower on Wednesday but then surged in the afternoon to finish sharply higher.</p><p><blockquote>华尔街的领先优势总体上是积极的,主要股指周三开盘小幅走低,但随后下午飙升,收盘大幅走高。</blockquote></p><p> The Dow soared 383.25 points or 1.08 percent to finish at 35,927.43, while the NASDAQ spiked 327.94 points or 2.15 percent to end at 15,565.58 and the S&P 500 jumped 75.76 points or 1.63 percent to close at 4,709.85.</p><p><blockquote>道琼斯指数飙升383.25点,涨幅1.08%,收于35,927.43点;纳斯达克指数飙升327.94点,涨幅2.15%,收于15,565.58点;标普500指数上涨75.76点,涨幅1.63%,收于4,709.85点。</blockquote></p><p> The late-day rally on Wall Street came after the Fed announced its widely expected decision to accelerate the pace of reductions to its asset purchases program. Citing inflation developments and further improvement in the labor market, the Fed said it has decided to reduce the monthly pace of its net asset purchases by $30 billion per month, double the previously announced $15 billion per month.</p><p><blockquote>在美联储宣布了人们普遍预期的加快缩减资产购买计划步伐的决定后,华尔街尾盘上涨。美联储以通胀发展和劳动力市场进一步改善为由表示,已决定将净资产购买速度每月减少300亿美元,是此前宣布的每月150亿美元的两倍。</blockquote></p><p> The Fed said it expects similar reductions in the pace of net asset purchases will likely be appropriate each month, pointing to an end to the program next March. Analysts partly attributed the subsequent rally to relief that the Fed was not more aggressive in accelerating the timetable for halting its asset purchases.</p><p><blockquote>美联储表示,预计每个月净资产购买速度的类似减少可能是适当的,这表明该计划将于明年3月结束。分析师将随后的反弹部分归因于美联储没有更积极地加快停止资产购买的时间表。</blockquote></p><p> Meanwhile, the Fed also announced its widely expected decision to keep the target range for the federal funds rate at zero to 0.25 percent. The central bank's latest projections forecast as many three rate hikes in 2022 compared to the lone rate hike forecast in September.</p><p><blockquote>与此同时,美联储还宣布了广泛预期的决定,将联邦基金利率目标区间维持在零至0.25%。与9月份的一次加息预测相比,央行的最新预测2022年将加息多达三次。</blockquote></p><p> Despite the prospect of sooner than expected rate hikes, analysts suggested traders were pleased with the increased level of certainty provided by the Fed's latest projections.</p><p><blockquote>尽管加息时间可能早于预期,但分析师表示,交易员对美联储最新预测提供的确定性水平提高感到满意。</blockquote></p><p> Crude oil futures settled higher on Wednesday after the Energy Information Administration (EIA) said crude inventories in the U.S. dropped by 4.6 million barrels last week. West Texas Intermediate crude oil futures for January ended up by $0.14 or 0.2 percent at $70.87 a barrel.</p><p><blockquote>美国能源信息署(EIA)表示,上周美国原油库存减少460万桶,原油期货周三收高。西德克萨斯中质原油1月期货收涨0.14美元或0.2%,报每桶70.87美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.rttnews.com/3249611/rebound-anticipated-for-singapore-stock-market.aspx\">RTTNews</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3249611/rebound-anticipated-for-singapore-stock-market.aspx","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194155872","content_text":"The Singapore stock market headed south again on Wednesday, one session after ending the two-day slide in which it had fallen more than 20 points or 0.7 percent. The Straits Times Index now sits just beneath the 3,115-point plateau although it figures to bounce higher again on Thursday.\nThe global forecast for the Asian markets is upbeat following results of the FOMC's monetary policy meeting. The European and U.S. markets were solidly higher and the Asian bourses figure to open in similar fashion.\nThe STI finished modestly lower on Wednesday following losses from the properties and industrials, while the financials were mixed.\nFor the day, the index slid 6.21 points or 0.20 percent to finish at 3,114.88 after trading between 3,106.63 and 3,120.55. Volume was 883.4 million shares worth 761.8 million Singapore dollars. There were 264 decliners and 180 gainers.\nAmong the actives, Ascendas REIT lost 0.34 percent, while CapitaLand Integrated Commercial Trust retreated 0.50 percent, City Developments sank 0.42 percent, Comfort DelGro jumped 1.45 percent, Dairy Farm International plummeted 2.42 percent, DBS Group rose 0.19 percent, Genting Singapore surrendered 0.64 percent, Keppel Corp shed 0.39 percent, Mapletree Commercial Trust plunged 0.98 percent, Mapletree Logistics Trust declined 0.53 percent, Oversea-Chinese Banking Corporation fell 0.27 percent, SembCorp Industries skidded 0.51 percent, Singapore Airlines dipped 0.20 percent, Singapore Exchange slid 0.21 percent, SingTel dropped 0.41 percent, Thai Beverage tumbled 0.75 percent, United Overseas Bank collected 0.15 percent, Wilmar International tanked 0.96 percent and Yangzijiang Shipbuilding, Singapore Press Holdings, Singapore Technologies Engineering and SATS were unchanged.\nThe lead from Wall Street is broadly positive as the major averages opened slightly lower on Wednesday but then surged in the afternoon to finish sharply higher.\nThe Dow soared 383.25 points or 1.08 percent to finish at 35,927.43, while the NASDAQ spiked 327.94 points or 2.15 percent to end at 15,565.58 and the S&P 500 jumped 75.76 points or 1.63 percent to close at 4,709.85.\nThe late-day rally on Wall Street came after the Fed announced its widely expected decision to accelerate the pace of reductions to its asset purchases program. Citing inflation developments and further improvement in the labor market, the Fed said it has decided to reduce the monthly pace of its net asset purchases by $30 billion per month, double the previously announced $15 billion per month.\nThe Fed said it expects similar reductions in the pace of net asset purchases will likely be appropriate each month, pointing to an end to the program next March. Analysts partly attributed the subsequent rally to relief that the Fed was not more aggressive in accelerating the timetable for halting its asset purchases.\nMeanwhile, the Fed also announced its widely expected decision to keep the target range for the federal funds rate at zero to 0.25 percent. The central bank's latest projections forecast as many three rate hikes in 2022 compared to the lone rate hike forecast in September.\nDespite the prospect of sooner than expected rate hikes, analysts suggested traders were pleased with the increased level of certainty provided by the Fed's latest projections.\nCrude oil futures settled higher on Wednesday after the Energy Information Administration (EIA) said crude inventories in the U.S. dropped by 4.6 million barrels last week. West Texas Intermediate crude oil futures for January ended up by $0.14 or 0.2 percent at $70.87 a barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607014702,"gmtCreate":1639457265100,"gmtModify":1639457265100,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101691105425760","idStr":"4101691105425760"},"themes":[],"htmlText":"Is it worth to apply ?","listText":"Is it worth to apply ?","text":"Is it worth to apply ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607014702","repostId":"1175039307","repostType":4,"repost":{"id":"1175039307","kind":"news","pubTimestamp":1639443121,"share":"https://www.laohu8.com/m/news/1175039307?lang=zh_CN&edition=full","pubTime":"2021-12-14 08:52","market":"us","language":"en","title":"Samsara IPO: When Does Samsara Go Public? What Is the IOT Stock IPO Price Range?<blockquote>Samsara IPO:Samsara何时上市?物联网股票IPO价格区间是多少?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175039307","media":"investor place","summary":"After a red-hot quarter, internet of things (IOT) developer Samsara is going public Wednesday, Dec. ","content":"<p><div> After a red-hot quarter, internet of things (IOT) developer Samsara is going public Wednesday, Dec. 15. Appropriately, it will start trading under the IOT ticker. Preliminary estimates suggest the ...</p><p><blockquote><div>在经历了一个火热的季度之后,物联网(IOT)开发商Samsara将于12月15日星期三上市。适当地,它将以物联网股票代码开始交易。初步估计表明...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/samsara-ipo-when-does-samsara-go-public-what-is-the-iot-stock-ipo-price-range/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/samsara-ipo-when-does-samsara-go-public-what-is-the-iot-stock-ipo-price-range/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>Samsara IPO: When Does Samsara Go Public? What Is the IOT Stock IPO Price Range?<blockquote>Samsara IPO:Samsara何时上市?物联网股票IPO价格区间是多少?</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\">\nSamsara IPO: When Does Samsara Go Public? What Is the IOT Stock IPO Price Range?<blockquote>Samsara IPO:Samsara何时上市?物联网股票IPO价格区间是多少?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investor place</strong><span class=\"h-time small\">2021-12-14 08:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> After a red-hot quarter, internet of things (IOT) developer Samsara is going public Wednesday, Dec. 15. Appropriately, it will start trading under the IOT ticker. Preliminary estimates suggest the ...</p><p><blockquote><div>在经历了一个火热的季度之后,物联网(IOT)开发商Samsara将于12月15日星期三上市。适当地,它将以物联网股票代码开始交易。初步估计表明...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/samsara-ipo-when-does-samsara-go-public-what-is-the-iot-stock-ipo-price-range/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/samsara-ipo-when-does-samsara-go-public-what-is-the-iot-stock-ipo-price-range/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/12/samsara-ipo-when-does-samsara-go-public-what-is-the-iot-stock-ipo-price-range/\">investor place</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":{"IOT":"Samsara, Inc."},"source_url":"https://investorplace.com/2021/12/samsara-ipo-when-does-samsara-go-public-what-is-the-iot-stock-ipo-price-range/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175039307","content_text":"After a red-hot quarter, internet of things (IOT) developer Samsara is going public Wednesday, Dec. 15. Appropriately, it will start trading under the IOT ticker. Preliminary estimates suggest the firm will grab a $11.6 billion valuation, meaning that IOT stock is in for a hair-raising week.\nSamsara is actually a pioneer of the industrial internet of things (IIOT) market, which attaches commercial machines and equipment with automatic, cloud-connected sensors or cameras that relay data to relevant operators. The technology is rapidly improving and has already been adopted by some big names. Many suspect IOT integration will only continue to expand, setting Samsara up for further success. In fact, the Financial Times named the company the No. 2 fastest-growing company in America between 2016 and 2019.\nPerhaps Samsara’s success is unsurprising to investors. Why? IOT is quickly becoming a quality-of-life necessity for many companies. The technology provides efficient, safe and consequently, cost-saving solutions in many common industries. Samsara’s platform is capable of identifying risk factors in a commercial workplace, preventing accidents before they happen. This could be a lifesaver for companies known for devastating and numerous workplace incidents (ahem, Amazon).\nLet’s see what’s in-store for the high-growth cloud company on issuance day.\nWhat Is the Samsara (IOT) Stock IPO Price Range?\nThe California-based company predicts an opening price range between $20 and $23, and plans to offer 35 million Class A shares.\nAnd beyond the IPO date and price range for Samsara, how should potential investors evaluate IOT stock? It operates in an industry expected to be worth nearly $740 billion in 2025, but it also faces competition. Samsara acknowledges that it faces off against Verizon (NYSE:VZ) as well as private firms like Geotab, Lytx and SmartDrive.\nImportantly, Samsara’s numbers paint a bright picture. It reported revenue for 2020 of $249.9 million, more than double that of the year prior. Continuing to build on that, it announced in October that revenue for the year-to-date was $302.6 million. That figure is up nearly 75% year over year.\nJim Morrish, an IOT industry analyst, commented on Samsara’s competitive advantage:\n“Samsara stands out in the way that it has integrated many capabilities into a single platform, including AI and image analysis. Adopting a single supplier for fleet management applications simplifies procurement and the management of the enterprise technical environment, and helps to avoid data silos.”\nIt’s clear that to some, IOT seems a strong option for a fast-growing, financially sound investment. Keep an eye out Wednesday to see if Samsara will sink or swim in the face of investor expectations.","news_type":1,"symbols_score_info":{"IOT":0.9}},"isVote":1,"tweetType":1,"viewCount":2930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604474852,"gmtCreate":1639442855485,"gmtModify":1639442855485,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101691105425760","idStr":"4101691105425760"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604474852","repostId":"1161189552","repostType":4,"isVote":1,"tweetType":1,"viewCount":4402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":690552425,"gmtCreate":1639696698016,"gmtModify":1639696698072,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101691105425760","authorIdStr":"4101691105425760"},"themes":[],"htmlText":"Good one","listText":"Good one","text":"Good one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690552425","repostId":"2191200910","repostType":4,"isVote":1,"tweetType":1,"viewCount":2897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693933978,"gmtCreate":1639958949535,"gmtModify":1639958949535,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101691105425760","authorIdStr":"4101691105425760"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693933978","repostId":"1130704419","repostType":4,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohu8.com/m/news/1130704419?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</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\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KMX":"车美仕","PAYX":"沛齐",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","MU":"美光科技","CTAS":"信达思","GIS":"通用磨坊"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{"MU":0.9,"PAYX":0.9,".DJI":0.9,".SPX":0.9,".IXIC":0.9,"CTAS":0.9,"KMX":0.9,"GIS":0.9}},"isVote":1,"tweetType":1,"viewCount":5554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699466938,"gmtCreate":1639878151729,"gmtModify":1639878151729,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101691105425760","authorIdStr":"4101691105425760"},"themes":[],"htmlText":"Great ","listText":"Great ","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699466938","repostId":"1170599515","repostType":4,"repost":{"id":"1170599515","kind":"news","pubTimestamp":1639872378,"share":"https://www.laohu8.com/m/news/1170599515?lang=zh_CN&edition=full","pubTime":"2021-12-19 08:06","market":"us","language":"en","title":"Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动中推出新车型并谈论动力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170599515","media":"Seeking Alpha","summary":"$Nio $ unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\". The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenar","content":"<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在2021年蔚来日推出了ET5中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示,ET5借鉴了ET7流畅的轮廓,“将高性能自动驾驶传感器无缝集成到其纯粹而进步的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元(51,450美元)的价格购买带电池组的ET5,75kWh电池组版本和386,000元(60,550美元)的价格购买100kWh版本。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5以最新的蔚来自动驾驶为特色,据称将在高速公路、市区、停车和换电等场景逐步实现安全放心的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来(蔚来)活动的其他亮点包括ET7的更新。该公司还谈到了其电力和电池充电计划。蔚来(蔚来)表示,目前已在全国部署3348个目的地充电桩和3136个超级充电桩。已经为94K用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果该事件引起轰动,请关注蔚来(蔚来)周一的反弹。蔚来已经是StockTwits和Reddit的WallStreetBets上讨论最多的股票之一。查看下周关注的所有股票,了解股价波动情况。</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>Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动中推出新车型并谈论动力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动中推出新车型并谈论动力</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\">2021-12-19 08:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在2021年蔚来日推出了ET5中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示,ET5借鉴了ET7流畅的轮廓,“将高性能自动驾驶传感器无缝集成到其纯粹而进步的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元(51,450美元)的价格购买带电池组的ET5,75kWh电池组版本和386,000元(60,550美元)的价格购买100kWh版本。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5以最新的蔚来自动驾驶为特色,据称将在高速公路、市区、停车和换电等场景逐步实现安全放心的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来(蔚来)活动的其他亮点包括ET7的更新。该公司还谈到了其电力和电池充电计划。蔚来(蔚来)表示,目前已在全国部署3348个目的地充电桩和3136个超级充电桩。已经为94K用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果该事件引起轰动,请关注蔚来(蔚来)周一的反弹。蔚来已经是StockTwits和Reddit的WallStreetBets上讨论最多的股票之一。查看下周关注的所有股票,了解股价波动情况。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event\">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":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170599515","content_text":"Nio unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"\nCustomers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.\nThe ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.\nOther highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.\nWatch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604474852,"gmtCreate":1639442855485,"gmtModify":1639442855485,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101691105425760","authorIdStr":"4101691105425760"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604474852","repostId":"1161189552","repostType":4,"isVote":1,"tweetType":1,"viewCount":4402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693938396,"gmtCreate":1639959126296,"gmtModify":1639959126296,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101691105425760","authorIdStr":"4101691105425760"},"themes":[],"htmlText":"No way home, good ","listText":"No way home, good ","text":"No way home, good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693938396","repostId":"1159925675","repostType":4,"repost":{"id":"1159925675","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639957519,"share":"https://www.laohu8.com/m/news/1159925675?lang=zh_CN&edition=full","pubTime":"2021-12-20 07:45","market":"us","language":"en","title":"'Spider-Man: No Way Home' Rocks The US Box Office With $253M Opening<blockquote>《蜘蛛侠:英雄无归》首映票房2.53亿美元,震撼美国票房</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159925675","media":"Benzinga","summary":"Sony Pictures scored a grand slam at the box office over the weekend with a $253 million U.S. premie","content":"<p><b>Sony Pictures</b> scored a grand slam at the box office over the weekend with a $253 million U.S. premiere theatrical engagement for “Spider-Man: No Way Home.”</p><p><blockquote><b>索尼影业</b>周末,《蜘蛛侠:英雄无归》在美国首映票房收入达2.53亿美元,创下票房大满贯。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bc44a74484c0944c80a8ac063f2bfbe4\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>What Happened:</b>The film, which opened in 4,336 theaters, was the top grossing December premiere of all time and third only to the $257.6 million gross from \"Avengers: Infinity War\" in 2018 and the $357.1 million from \"Avengers: Endgame\" in 2019 as the most financially successful U.S. opening engagement of all time. The film also triumphed around the world, with $334.2 million from 60 international markets for a global sum of $587.2 million – an achievement that occurred without having the film in the lucrative Chinese theatrical market.</p><p><blockquote><b>发生了什么:</b>这部电影在4336家影院上映,是有史以来12月首映票房最高的电影,仅次于2018年《复仇者联盟3:无限战争》的2.576亿美元和2019年《复仇者联盟4:终局之战》的3.571亿美元,是有史以来财务上最成功的美国首映电影。这部电影在全球范围内也取得了成功,在60个国际市场获得了3.342亿美元的票房,全球总票房为5.872亿美元——这一成就是在这部电影没有出现在利润丰厚的中国影院市场的情况下取得的。</blockquote></p><p> The success of “Spider-Man: No Way Home” stood in stark contrast to last weekend’s dismal financial tally for the <b>Walt Disney Co.’s</b> “West Side Story” as the top-grossing film, with a $10.5 million premiere engagement. That film sank during its second week in theaters, placing third among the top 10 grossing films with $3.14 million in ticket sales. Another Disney title, the animated “Encanto,” was the second top grossing film from the weekend with $6.5 million in ticket sales for its fourth week in release.</p><p><blockquote>《蜘蛛侠:英雄无归》的成功与上周末《蜘蛛侠:英雄无归》惨淡的财务记录形成了鲜明对比<b>华特迪士尼公司</b>《西区故事》是票房最高的电影,首映票房为1050万美元。这部电影在影院上映的第二周就下跌了,以314万美元的票房在十大票房电影中排名第三。迪士尼的另一部动画电影《Encanto》是周末票房第二高的电影,上映第四周票房收入为650万美元。</blockquote></p><p> The only other new film going into premiere release over the weekend was “Nightmare Alley” starring <b>Bradley Cooper</b>. This release from Disney’s Searchlight division grossed $2.95 million from 2,145 screens, placing fifth among the weekend’s top 10 grossing films.</p><p><blockquote>周末唯一一部进入首映的新片是由<b>布莱德利·库珀</b>这部由迪士尼探照灯部门发行的电影在2145块银幕上获得了295万美元的票房,在周末票房收入最高的10部电影中排名第五。</blockquote></p><p> “Spider-Man: No Way Home” also erased any doubts that moviegoers were shying away from theaters out of concern regarding COVID-19.<b>Tom Rothman</b>, chairman and CEO of Sony Pictures’ Motion Picture Group, alluded to the health crisis in a statement by declaring the “weekend’s historic ‘Spider-Man: No Way Home’ results, from all over the world and in the face of many challenges, reaffirm the unmatched cultural impact that exclusive theatrical films can have when they are made and marketed with vision and resolve.”</p><p><blockquote>《蜘蛛侠:英雄无归》也消除了观众出于对新冠肺炎的担忧而回避影院的任何疑虑。<b>汤姆·罗斯曼</b>索尼影业电影集团董事长兼首席执行官在一份声明中暗指健康危机,宣称“周末历史性的《蜘蛛侠:英雄无归》结果来自世界各地,面对许多挑战,重申独家院线电影在以远见和决心制作和营销时可以产生无与伦比的文化影响。”</blockquote></p><p> <b>What Happens Next:</b>For this week, three of the season’s biggest films will be opening on Dec. 22:<b>AT&T’s</b> Warner Bros. has “The Matrix Resurrections” starring <b>Keanu Reeves</b> in theaters and on HBO Max, while <b>Comcast Corp.’s</b> Universal is presenting the animated feature “Sing 2,” and Disney’s 20th Century Studios has “The King’s Man” starring <b>Ralph Fiennes</b> and <b>Gemma Arterton</b>.</p><p><blockquote><b>接下来会发生什么:</b>本周,本季三部最大的电影将于12月22日上映:<b>AT&T的</b>华纳兄弟有《黑客帝国复活》主演<b>基努·里维斯</b>在影院和HBO Max上,而<b>康卡斯特公司</b>环球影业将推出动画片《歌唱2》,迪斯尼旗下的20世纪工作室将推出《国王的男人》<b>拉尔夫·费恩斯</b>和<b>杰玛·阿特登</b>.</blockquote></p><p> On Dec. 24, Sony Pictures is releasing <b>Pedro Almodovar’s</b> “Parallel Mothers” starring <b>Penelope Cruz</b> in Los Angeles and New York, while <b>Reliance Entertainment</b> will have the Hindi-language drama “83” in a limited nationwide release.</p><p><blockquote>12月24日,索尼影业将发行<b>佩德罗·阿尔莫多瓦的</b>《平行妈妈》主演<b>佩内洛普·克鲁兹</b>在洛杉矶和纽约<b>信实娱乐</b>将在全国限量发行印地语剧《83》。</blockquote></p><p> On Christmas Day,<b>Denzel Washington</b> has two films opening: the <b>A24</b> release of “The Tragedy of Macbeth” with Washington as Shakespeare’s murderous monarch and the Sony Pictures release of “A Journal for Jordan” starring <b>Michael B. Jordan</b> in a drama directed by Washington. Also opening is <b>Lionsgate’s</b> “American Underdog” starring Zachary Levi as football great <b>Kurt Warner</b>.</p><p><blockquote>在圣诞节那天,<b>丹泽尔·华盛顿</b>有两部电影上映:<b>A24</b>由华盛顿饰演莎士比亚笔下凶残的君主的《麦克白悲剧》上映,索尼影业发行由<b>迈克尔·B·乔丹</b>在华盛顿导演的戏剧中。同样开放的是<b>狮门影业</b>《美国失败者》由扎卡里·列维主演,饰演足球伟人<b>库尔特·华纳</b>.</blockquote></p><p> <b>Also Happening:</b>While the 2021 movie year winds down, the Internet Movie Database (IMDb) has announced its list of the Most Anticipated Movies of 2022, based on the most popular searches of its cinematic database.</p><p><blockquote><b>也在发生:</b>随着2021电影年接近尾声,互联网电影数据库(IMDb)根据其电影数据库中最受欢迎的搜索,公布了2022年最受期待的电影名单。</blockquote></p><p> According to IMDb, most moviegoers are pumped up for “The Batman,” followed by “Scream,” “Thor: Love and Thunder,” “Top Gun: Maverick,” “Killers of the Flower Moon,” “Jurassic World: Dominion,” “Doctor Strange in the Multiverse of Madness,” “Mission: Impossible 7,” “Uncharted” and “The Flash.”</p><p><blockquote>根据IMDb的数据,大多数电影观众对《蝙蝠侠》感到兴奋,其次是《惊声尖叫》、《雷神:爱与雷霆》、《《壮志凌云:独行侠》》、《花月杀手》、《侏罗纪世界:统治》、《疯狂多元宇宙中的奇异博士》、《碟中谍7》、《神秘海域》和《闪电侠》。</blockquote></p><p> Of the top 10 films, only the <b>Martin Scorsese</b>-directed “Killers of the Flower Moon” is an original production that is not a reboot, sequel or expansion of an established franchise from another medium. IMDb is owned by <b>Amazon.com.</b></p><p><blockquote>在排名前10的影片中,只有<b>马丁·斯科塞斯</b>-导演的“花月杀手”是一部原创作品,不是从另一个媒体建立的特许经营权的重启、续集或扩展。IMDb归<b>亚马逊.</b></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>'Spider-Man: No Way Home' Rocks The US Box Office With $253M Opening<blockquote>《蜘蛛侠:英雄无归》首映票房2.53亿美元,震撼美国票房</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\">\n'Spider-Man: No Way Home' Rocks The US Box Office With $253M Opening<blockquote>《蜘蛛侠:英雄无归》首映票房2.53亿美元,震撼美国票房</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-20 07:45</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Sony Pictures</b> scored a grand slam at the box office over the weekend with a $253 million U.S. premiere theatrical engagement for “Spider-Man: No Way Home.”</p><p><blockquote><b>索尼影业</b>周末,《蜘蛛侠:英雄无归》在美国首映票房收入达2.53亿美元,创下票房大满贯。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bc44a74484c0944c80a8ac063f2bfbe4\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>What Happened:</b>The film, which opened in 4,336 theaters, was the top grossing December premiere of all time and third only to the $257.6 million gross from \"Avengers: Infinity War\" in 2018 and the $357.1 million from \"Avengers: Endgame\" in 2019 as the most financially successful U.S. opening engagement of all time. The film also triumphed around the world, with $334.2 million from 60 international markets for a global sum of $587.2 million – an achievement that occurred without having the film in the lucrative Chinese theatrical market.</p><p><blockquote><b>发生了什么:</b>这部电影在4336家影院上映,是有史以来12月首映票房最高的电影,仅次于2018年《复仇者联盟3:无限战争》的2.576亿美元和2019年《复仇者联盟4:终局之战》的3.571亿美元,是有史以来财务上最成功的美国首映电影。这部电影在全球范围内也取得了成功,在60个国际市场获得了3.342亿美元的票房,全球总票房为5.872亿美元——这一成就是在这部电影没有出现在利润丰厚的中国影院市场的情况下取得的。</blockquote></p><p> The success of “Spider-Man: No Way Home” stood in stark contrast to last weekend’s dismal financial tally for the <b>Walt Disney Co.’s</b> “West Side Story” as the top-grossing film, with a $10.5 million premiere engagement. That film sank during its second week in theaters, placing third among the top 10 grossing films with $3.14 million in ticket sales. Another Disney title, the animated “Encanto,” was the second top grossing film from the weekend with $6.5 million in ticket sales for its fourth week in release.</p><p><blockquote>《蜘蛛侠:英雄无归》的成功与上周末《蜘蛛侠:英雄无归》惨淡的财务记录形成了鲜明对比<b>华特迪士尼公司</b>《西区故事》是票房最高的电影,首映票房为1050万美元。这部电影在影院上映的第二周就下跌了,以314万美元的票房在十大票房电影中排名第三。迪士尼的另一部动画电影《Encanto》是周末票房第二高的电影,上映第四周票房收入为650万美元。</blockquote></p><p> The only other new film going into premiere release over the weekend was “Nightmare Alley” starring <b>Bradley Cooper</b>. This release from Disney’s Searchlight division grossed $2.95 million from 2,145 screens, placing fifth among the weekend’s top 10 grossing films.</p><p><blockquote>周末唯一一部进入首映的新片是由<b>布莱德利·库珀</b>这部由迪士尼探照灯部门发行的电影在2145块银幕上获得了295万美元的票房,在周末票房收入最高的10部电影中排名第五。</blockquote></p><p> “Spider-Man: No Way Home” also erased any doubts that moviegoers were shying away from theaters out of concern regarding COVID-19.<b>Tom Rothman</b>, chairman and CEO of Sony Pictures’ Motion Picture Group, alluded to the health crisis in a statement by declaring the “weekend’s historic ‘Spider-Man: No Way Home’ results, from all over the world and in the face of many challenges, reaffirm the unmatched cultural impact that exclusive theatrical films can have when they are made and marketed with vision and resolve.”</p><p><blockquote>《蜘蛛侠:英雄无归》也消除了观众出于对新冠肺炎的担忧而回避影院的任何疑虑。<b>汤姆·罗斯曼</b>索尼影业电影集团董事长兼首席执行官在一份声明中暗指健康危机,宣称“周末历史性的《蜘蛛侠:英雄无归》结果来自世界各地,面对许多挑战,重申独家院线电影在以远见和决心制作和营销时可以产生无与伦比的文化影响。”</blockquote></p><p> <b>What Happens Next:</b>For this week, three of the season’s biggest films will be opening on Dec. 22:<b>AT&T’s</b> Warner Bros. has “The Matrix Resurrections” starring <b>Keanu Reeves</b> in theaters and on HBO Max, while <b>Comcast Corp.’s</b> Universal is presenting the animated feature “Sing 2,” and Disney’s 20th Century Studios has “The King’s Man” starring <b>Ralph Fiennes</b> and <b>Gemma Arterton</b>.</p><p><blockquote><b>接下来会发生什么:</b>本周,本季三部最大的电影将于12月22日上映:<b>AT&T的</b>华纳兄弟有《黑客帝国复活》主演<b>基努·里维斯</b>在影院和HBO Max上,而<b>康卡斯特公司</b>环球影业将推出动画片《歌唱2》,迪斯尼旗下的20世纪工作室将推出《国王的男人》<b>拉尔夫·费恩斯</b>和<b>杰玛·阿特登</b>.</blockquote></p><p> On Dec. 24, Sony Pictures is releasing <b>Pedro Almodovar’s</b> “Parallel Mothers” starring <b>Penelope Cruz</b> in Los Angeles and New York, while <b>Reliance Entertainment</b> will have the Hindi-language drama “83” in a limited nationwide release.</p><p><blockquote>12月24日,索尼影业将发行<b>佩德罗·阿尔莫多瓦的</b>《平行妈妈》主演<b>佩内洛普·克鲁兹</b>在洛杉矶和纽约<b>信实娱乐</b>将在全国限量发行印地语剧《83》。</blockquote></p><p> On Christmas Day,<b>Denzel Washington</b> has two films opening: the <b>A24</b> release of “The Tragedy of Macbeth” with Washington as Shakespeare’s murderous monarch and the Sony Pictures release of “A Journal for Jordan” starring <b>Michael B. Jordan</b> in a drama directed by Washington. Also opening is <b>Lionsgate’s</b> “American Underdog” starring Zachary Levi as football great <b>Kurt Warner</b>.</p><p><blockquote>在圣诞节那天,<b>丹泽尔·华盛顿</b>有两部电影上映:<b>A24</b>由华盛顿饰演莎士比亚笔下凶残的君主的《麦克白悲剧》上映,索尼影业发行由<b>迈克尔·B·乔丹</b>在华盛顿导演的戏剧中。同样开放的是<b>狮门影业</b>《美国失败者》由扎卡里·列维主演,饰演足球伟人<b>库尔特·华纳</b>.</blockquote></p><p> <b>Also Happening:</b>While the 2021 movie year winds down, the Internet Movie Database (IMDb) has announced its list of the Most Anticipated Movies of 2022, based on the most popular searches of its cinematic database.</p><p><blockquote><b>也在发生:</b>随着2021电影年接近尾声,互联网电影数据库(IMDb)根据其电影数据库中最受欢迎的搜索,公布了2022年最受期待的电影名单。</blockquote></p><p> According to IMDb, most moviegoers are pumped up for “The Batman,” followed by “Scream,” “Thor: Love and Thunder,” “Top Gun: Maverick,” “Killers of the Flower Moon,” “Jurassic World: Dominion,” “Doctor Strange in the Multiverse of Madness,” “Mission: Impossible 7,” “Uncharted” and “The Flash.”</p><p><blockquote>根据IMDb的数据,大多数电影观众对《蝙蝠侠》感到兴奋,其次是《惊声尖叫》、《雷神:爱与雷霆》、《《壮志凌云:独行侠》》、《花月杀手》、《侏罗纪世界:统治》、《疯狂多元宇宙中的奇异博士》、《碟中谍7》、《神秘海域》和《闪电侠》。</blockquote></p><p> Of the top 10 films, only the <b>Martin Scorsese</b>-directed “Killers of the Flower Moon” is an original production that is not a reboot, sequel or expansion of an established franchise from another medium. IMDb is owned by <b>Amazon.com.</b></p><p><blockquote>在排名前10的影片中,只有<b>马丁·斯科塞斯</b>-导演的“花月杀手”是一部原创作品,不是从另一个媒体建立的特许经营权的重启、续集或扩展。IMDb归<b>亚马逊.</b></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SONY":"索尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159925675","content_text":"Sony Pictures scored a grand slam at the box office over the weekend with a $253 million U.S. premiere theatrical engagement for “Spider-Man: No Way Home.”\n\nWhat Happened:The film, which opened in 4,336 theaters, was the top grossing December premiere of all time and third only to the $257.6 million gross from \"Avengers: Infinity War\" in 2018 and the $357.1 million from \"Avengers: Endgame\" in 2019 as the most financially successful U.S. opening engagement of all time. The film also triumphed around the world, with $334.2 million from 60 international markets for a global sum of $587.2 million – an achievement that occurred without having the film in the lucrative Chinese theatrical market.\nThe success of “Spider-Man: No Way Home” stood in stark contrast to last weekend’s dismal financial tally for the Walt Disney Co.’s “West Side Story” as the top-grossing film, with a $10.5 million premiere engagement. That film sank during its second week in theaters, placing third among the top 10 grossing films with $3.14 million in ticket sales. Another Disney title, the animated “Encanto,” was the second top grossing film from the weekend with $6.5 million in ticket sales for its fourth week in release.\nThe only other new film going into premiere release over the weekend was “Nightmare Alley” starring Bradley Cooper. This release from Disney’s Searchlight division grossed $2.95 million from 2,145 screens, placing fifth among the weekend’s top 10 grossing films.\n“Spider-Man: No Way Home” also erased any doubts that moviegoers were shying away from theaters out of concern regarding COVID-19.Tom Rothman, chairman and CEO of Sony Pictures’ Motion Picture Group, alluded to the health crisis in a statement by declaring the “weekend’s historic ‘Spider-Man: No Way Home’ results, from all over the world and in the face of many challenges, reaffirm the unmatched cultural impact that exclusive theatrical films can have when they are made and marketed with vision and resolve.”\nWhat Happens Next:For this week, three of the season’s biggest films will be opening on Dec. 22:AT&T’s Warner Bros. has “The Matrix Resurrections” starring Keanu Reeves in theaters and on HBO Max, while Comcast Corp.’s Universal is presenting the animated feature “Sing 2,” and Disney’s 20th Century Studios has “The King’s Man” starring Ralph Fiennes and Gemma Arterton.\nOn Dec. 24, Sony Pictures is releasing Pedro Almodovar’s “Parallel Mothers” starring Penelope Cruz in Los Angeles and New York, while Reliance Entertainment will have the Hindi-language drama “83” in a limited nationwide release.\nOn Christmas Day,Denzel Washington has two films opening: the A24 release of “The Tragedy of Macbeth” with Washington as Shakespeare’s murderous monarch and the Sony Pictures release of “A Journal for Jordan” starring Michael B. Jordan in a drama directed by Washington. Also opening is Lionsgate’s “American Underdog” starring Zachary Levi as football great Kurt Warner.\nAlso Happening:While the 2021 movie year winds down, the Internet Movie Database (IMDb) has announced its list of the Most Anticipated Movies of 2022, based on the most popular searches of its cinematic database.\nAccording to IMDb, most moviegoers are pumped up for “The Batman,” followed by “Scream,” “Thor: Love and Thunder,” “Top Gun: Maverick,” “Killers of the Flower Moon,” “Jurassic World: Dominion,” “Doctor Strange in the Multiverse of Madness,” “Mission: Impossible 7,” “Uncharted” and “The Flash.”\nOf the top 10 films, only the Martin Scorsese-directed “Killers of the Flower Moon” is an original production that is not a reboot, sequel or expansion of an established franchise from another medium. IMDb is owned by Amazon.com.","news_type":1,"symbols_score_info":{"SONY":0.9}},"isVote":1,"tweetType":1,"viewCount":3072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690081703,"gmtCreate":1639613829108,"gmtModify":1639613829108,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101691105425760","authorIdStr":"4101691105425760"},"themes":[],"htmlText":"Thanks fed","listText":"Thanks fed","text":"Thanks fed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690081703","repostId":"1194155872","repostType":4,"repost":{"id":"1194155872","kind":"news","pubTimestamp":1639613035,"share":"https://www.laohu8.com/m/news/1194155872?lang=zh_CN&edition=full","pubTime":"2021-12-16 08:03","market":"us","language":"en","title":"Rebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194155872","media":"RTTNews","summary":"The Singapore stock market headed south again on Wednesday, one session after ending the two-day sli","content":"<p>The Singapore stock market headed south again on Wednesday, one session after ending the two-day slide in which it had fallen more than 20 points or 0.7 percent. The Straits Times Index now sits just beneath the 3,115-point plateau although it figures to bounce higher again on Thursday.</p><p><blockquote>新加坡股市周三再次下跌,此前一个交易日结束了连续两天下跌超过20点或0.7%的下跌。海峡时报指数目前略低于3,115点的高位,尽管预计周四将再次反弹。</blockquote></p><p> The global forecast for the Asian markets is upbeat following results of the FOMC's monetary policy meeting. The European and U.S. markets were solidly higher and the Asian bourses figure to open in similar fashion.</p><p><blockquote>在FOMC货币政策会议结果公布后,全球对亚洲市场的预测乐观。欧洲和美国市场稳步走高,亚洲股市预计也将以类似的方式开盘。</blockquote></p><p> The STI finished modestly lower on Wednesday following losses from the properties and industrials, while the financials were mixed.</p><p><blockquote>在房地产和工业股下跌后,海指周三小幅收低,而金融股则涨跌互现。</blockquote></p><p> For the day, the index slid 6.21 points or 0.20 percent to finish at 3,114.88 after trading between 3,106.63 and 3,120.55. Volume was 883.4 million shares worth 761.8 million Singapore dollars. There were 264 decliners and 180 gainers.</p><p><blockquote>当天,该指数在3,106.63点至3,120.55点之间交易后,下跌6.21点或0.20%,收于3,114.88点。成交量为8.834亿股,价值7.618亿新元。下跌股264家,上涨股180家。</blockquote></p><p> Among the actives, Ascendas REIT lost 0.34 percent, while CapitaLand Integrated Commercial Trust retreated 0.50 percent, City Developments sank 0.42 percent, Comfort DelGro jumped 1.45 percent, Dairy Farm International plummeted 2.42 percent, DBS Group rose 0.19 percent, Genting Singapore surrendered 0.64 percent, Keppel Corp shed 0.39 percent, Mapletree Commercial Trust plunged 0.98 percent, Mapletree Logistics Trust declined 0.53 percent, Oversea-Chinese Banking Corporation fell 0.27 percent, SembCorp Industries skidded 0.51 percent, Singapore Airlines dipped 0.20 percent, Singapore Exchange slid 0.21 percent, SingTel dropped 0.41 percent, Thai Beverage tumbled 0.75 percent, United Overseas Bank collected 0.15 percent, Wilmar International tanked 0.96 percent and Yangzijiang Shipbuilding, Singapore Press Holdings, Singapore Technologies Engineering and SATS were unchanged.</p><p><blockquote>活跃股中,腾飞房地产投资信托下跌0.34%,凯德综合商业信托下跌0.50%,City Developments下跌0.42%,Comfort DelGro上涨1.45%,Dairy Farm International暴跌2.42%,星展集团上涨0.19%,云顶新加坡退保0.64%,吉宝企业下跌0.39%,丰树商业信托下跌0.98%,丰树物流信托下跌0.53%,华侨银行下跌0.27%,胜科工业下跌0.51%,新加坡航空下跌0.20%,新加坡电信下跌0.41%,泰国饮料下跌0.75%,大华银行下跌0.15%,丰益国际下跌0.96%,扬子江造船、新加坡报业控股、新加坡科技工程和新天科技持平。</blockquote></p><p> The lead from Wall Street is broadly positive as the major averages opened slightly lower on Wednesday but then surged in the afternoon to finish sharply higher.</p><p><blockquote>华尔街的领先优势总体上是积极的,主要股指周三开盘小幅走低,但随后下午飙升,收盘大幅走高。</blockquote></p><p> The Dow soared 383.25 points or 1.08 percent to finish at 35,927.43, while the NASDAQ spiked 327.94 points or 2.15 percent to end at 15,565.58 and the S&P 500 jumped 75.76 points or 1.63 percent to close at 4,709.85.</p><p><blockquote>道琼斯指数飙升383.25点,涨幅1.08%,收于35,927.43点;纳斯达克指数飙升327.94点,涨幅2.15%,收于15,565.58点;标普500指数上涨75.76点,涨幅1.63%,收于4,709.85点。</blockquote></p><p> The late-day rally on Wall Street came after the Fed announced its widely expected decision to accelerate the pace of reductions to its asset purchases program. Citing inflation developments and further improvement in the labor market, the Fed said it has decided to reduce the monthly pace of its net asset purchases by $30 billion per month, double the previously announced $15 billion per month.</p><p><blockquote>在美联储宣布了人们普遍预期的加快缩减资产购买计划步伐的决定后,华尔街尾盘上涨。美联储以通胀发展和劳动力市场进一步改善为由表示,已决定将净资产购买速度每月减少300亿美元,是此前宣布的每月150亿美元的两倍。</blockquote></p><p> The Fed said it expects similar reductions in the pace of net asset purchases will likely be appropriate each month, pointing to an end to the program next March. Analysts partly attributed the subsequent rally to relief that the Fed was not more aggressive in accelerating the timetable for halting its asset purchases.</p><p><blockquote>美联储表示,预计每个月净资产购买速度的类似减少可能是适当的,这表明该计划将于明年3月结束。分析师将随后的反弹部分归因于美联储没有更积极地加快停止资产购买的时间表。</blockquote></p><p> Meanwhile, the Fed also announced its widely expected decision to keep the target range for the federal funds rate at zero to 0.25 percent. The central bank's latest projections forecast as many three rate hikes in 2022 compared to the lone rate hike forecast in September.</p><p><blockquote>与此同时,美联储还宣布了广泛预期的决定,将联邦基金利率目标区间维持在零至0.25%。与9月份的一次加息预测相比,央行的最新预测2022年将加息多达三次。</blockquote></p><p> Despite the prospect of sooner than expected rate hikes, analysts suggested traders were pleased with the increased level of certainty provided by the Fed's latest projections.</p><p><blockquote>尽管加息时间可能早于预期,但分析师表示,交易员对美联储最新预测提供的确定性水平提高感到满意。</blockquote></p><p> Crude oil futures settled higher on Wednesday after the Energy Information Administration (EIA) said crude inventories in the U.S. dropped by 4.6 million barrels last week. West Texas Intermediate crude oil futures for January ended up by $0.14 or 0.2 percent at $70.87 a barrel.</p><p><blockquote>美国能源信息署(EIA)表示,上周美国原油库存减少460万桶,原油期货周三收高。西德克萨斯中质原油1月期货收涨0.14美元或0.2%,报每桶70.87美元。</blockquote></p><p></p>","source":"lsy1626938412129","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>Rebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</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\">\nRebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-16 08:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market headed south again on Wednesday, one session after ending the two-day slide in which it had fallen more than 20 points or 0.7 percent. The Straits Times Index now sits just beneath the 3,115-point plateau although it figures to bounce higher again on Thursday.</p><p><blockquote>新加坡股市周三再次下跌,此前一个交易日结束了连续两天下跌超过20点或0.7%的下跌。海峡时报指数目前略低于3,115点的高位,尽管预计周四将再次反弹。</blockquote></p><p> The global forecast for the Asian markets is upbeat following results of the FOMC's monetary policy meeting. The European and U.S. markets were solidly higher and the Asian bourses figure to open in similar fashion.</p><p><blockquote>在FOMC货币政策会议结果公布后,全球对亚洲市场的预测乐观。欧洲和美国市场稳步走高,亚洲股市预计也将以类似的方式开盘。</blockquote></p><p> The STI finished modestly lower on Wednesday following losses from the properties and industrials, while the financials were mixed.</p><p><blockquote>在房地产和工业股下跌后,海指周三小幅收低,而金融股则涨跌互现。</blockquote></p><p> For the day, the index slid 6.21 points or 0.20 percent to finish at 3,114.88 after trading between 3,106.63 and 3,120.55. Volume was 883.4 million shares worth 761.8 million Singapore dollars. There were 264 decliners and 180 gainers.</p><p><blockquote>当天,该指数在3,106.63点至3,120.55点之间交易后,下跌6.21点或0.20%,收于3,114.88点。成交量为8.834亿股,价值7.618亿新元。下跌股264家,上涨股180家。</blockquote></p><p> Among the actives, Ascendas REIT lost 0.34 percent, while CapitaLand Integrated Commercial Trust retreated 0.50 percent, City Developments sank 0.42 percent, Comfort DelGro jumped 1.45 percent, Dairy Farm International plummeted 2.42 percent, DBS Group rose 0.19 percent, Genting Singapore surrendered 0.64 percent, Keppel Corp shed 0.39 percent, Mapletree Commercial Trust plunged 0.98 percent, Mapletree Logistics Trust declined 0.53 percent, Oversea-Chinese Banking Corporation fell 0.27 percent, SembCorp Industries skidded 0.51 percent, Singapore Airlines dipped 0.20 percent, Singapore Exchange slid 0.21 percent, SingTel dropped 0.41 percent, Thai Beverage tumbled 0.75 percent, United Overseas Bank collected 0.15 percent, Wilmar International tanked 0.96 percent and Yangzijiang Shipbuilding, Singapore Press Holdings, Singapore Technologies Engineering and SATS were unchanged.</p><p><blockquote>活跃股中,腾飞房地产投资信托下跌0.34%,凯德综合商业信托下跌0.50%,City Developments下跌0.42%,Comfort DelGro上涨1.45%,Dairy Farm International暴跌2.42%,星展集团上涨0.19%,云顶新加坡退保0.64%,吉宝企业下跌0.39%,丰树商业信托下跌0.98%,丰树物流信托下跌0.53%,华侨银行下跌0.27%,胜科工业下跌0.51%,新加坡航空下跌0.20%,新加坡电信下跌0.41%,泰国饮料下跌0.75%,大华银行下跌0.15%,丰益国际下跌0.96%,扬子江造船、新加坡报业控股、新加坡科技工程和新天科技持平。</blockquote></p><p> The lead from Wall Street is broadly positive as the major averages opened slightly lower on Wednesday but then surged in the afternoon to finish sharply higher.</p><p><blockquote>华尔街的领先优势总体上是积极的,主要股指周三开盘小幅走低,但随后下午飙升,收盘大幅走高。</blockquote></p><p> The Dow soared 383.25 points or 1.08 percent to finish at 35,927.43, while the NASDAQ spiked 327.94 points or 2.15 percent to end at 15,565.58 and the S&P 500 jumped 75.76 points or 1.63 percent to close at 4,709.85.</p><p><blockquote>道琼斯指数飙升383.25点,涨幅1.08%,收于35,927.43点;纳斯达克指数飙升327.94点,涨幅2.15%,收于15,565.58点;标普500指数上涨75.76点,涨幅1.63%,收于4,709.85点。</blockquote></p><p> The late-day rally on Wall Street came after the Fed announced its widely expected decision to accelerate the pace of reductions to its asset purchases program. Citing inflation developments and further improvement in the labor market, the Fed said it has decided to reduce the monthly pace of its net asset purchases by $30 billion per month, double the previously announced $15 billion per month.</p><p><blockquote>在美联储宣布了人们普遍预期的加快缩减资产购买计划步伐的决定后,华尔街尾盘上涨。美联储以通胀发展和劳动力市场进一步改善为由表示,已决定将净资产购买速度每月减少300亿美元,是此前宣布的每月150亿美元的两倍。</blockquote></p><p> The Fed said it expects similar reductions in the pace of net asset purchases will likely be appropriate each month, pointing to an end to the program next March. Analysts partly attributed the subsequent rally to relief that the Fed was not more aggressive in accelerating the timetable for halting its asset purchases.</p><p><blockquote>美联储表示,预计每个月净资产购买速度的类似减少可能是适当的,这表明该计划将于明年3月结束。分析师将随后的反弹部分归因于美联储没有更积极地加快停止资产购买的时间表。</blockquote></p><p> Meanwhile, the Fed also announced its widely expected decision to keep the target range for the federal funds rate at zero to 0.25 percent. The central bank's latest projections forecast as many three rate hikes in 2022 compared to the lone rate hike forecast in September.</p><p><blockquote>与此同时,美联储还宣布了广泛预期的决定,将联邦基金利率目标区间维持在零至0.25%。与9月份的一次加息预测相比,央行的最新预测2022年将加息多达三次。</blockquote></p><p> Despite the prospect of sooner than expected rate hikes, analysts suggested traders were pleased with the increased level of certainty provided by the Fed's latest projections.</p><p><blockquote>尽管加息时间可能早于预期,但分析师表示,交易员对美联储最新预测提供的确定性水平提高感到满意。</blockquote></p><p> Crude oil futures settled higher on Wednesday after the Energy Information Administration (EIA) said crude inventories in the U.S. dropped by 4.6 million barrels last week. West Texas Intermediate crude oil futures for January ended up by $0.14 or 0.2 percent at $70.87 a barrel.</p><p><blockquote>美国能源信息署(EIA)表示,上周美国原油库存减少460万桶,原油期货周三收高。西德克萨斯中质原油1月期货收涨0.14美元或0.2%,报每桶70.87美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.rttnews.com/3249611/rebound-anticipated-for-singapore-stock-market.aspx\">RTTNews</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3249611/rebound-anticipated-for-singapore-stock-market.aspx","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194155872","content_text":"The Singapore stock market headed south again on Wednesday, one session after ending the two-day slide in which it had fallen more than 20 points or 0.7 percent. The Straits Times Index now sits just beneath the 3,115-point plateau although it figures to bounce higher again on Thursday.\nThe global forecast for the Asian markets is upbeat following results of the FOMC's monetary policy meeting. The European and U.S. markets were solidly higher and the Asian bourses figure to open in similar fashion.\nThe STI finished modestly lower on Wednesday following losses from the properties and industrials, while the financials were mixed.\nFor the day, the index slid 6.21 points or 0.20 percent to finish at 3,114.88 after trading between 3,106.63 and 3,120.55. Volume was 883.4 million shares worth 761.8 million Singapore dollars. There were 264 decliners and 180 gainers.\nAmong the actives, Ascendas REIT lost 0.34 percent, while CapitaLand Integrated Commercial Trust retreated 0.50 percent, City Developments sank 0.42 percent, Comfort DelGro jumped 1.45 percent, Dairy Farm International plummeted 2.42 percent, DBS Group rose 0.19 percent, Genting Singapore surrendered 0.64 percent, Keppel Corp shed 0.39 percent, Mapletree Commercial Trust plunged 0.98 percent, Mapletree Logistics Trust declined 0.53 percent, Oversea-Chinese Banking Corporation fell 0.27 percent, SembCorp Industries skidded 0.51 percent, Singapore Airlines dipped 0.20 percent, Singapore Exchange slid 0.21 percent, SingTel dropped 0.41 percent, Thai Beverage tumbled 0.75 percent, United Overseas Bank collected 0.15 percent, Wilmar International tanked 0.96 percent and Yangzijiang Shipbuilding, Singapore Press Holdings, Singapore Technologies Engineering and SATS were unchanged.\nThe lead from Wall Street is broadly positive as the major averages opened slightly lower on Wednesday but then surged in the afternoon to finish sharply higher.\nThe Dow soared 383.25 points or 1.08 percent to finish at 35,927.43, while the NASDAQ spiked 327.94 points or 2.15 percent to end at 15,565.58 and the S&P 500 jumped 75.76 points or 1.63 percent to close at 4,709.85.\nThe late-day rally on Wall Street came after the Fed announced its widely expected decision to accelerate the pace of reductions to its asset purchases program. Citing inflation developments and further improvement in the labor market, the Fed said it has decided to reduce the monthly pace of its net asset purchases by $30 billion per month, double the previously announced $15 billion per month.\nThe Fed said it expects similar reductions in the pace of net asset purchases will likely be appropriate each month, pointing to an end to the program next March. Analysts partly attributed the subsequent rally to relief that the Fed was not more aggressive in accelerating the timetable for halting its asset purchases.\nMeanwhile, the Fed also announced its widely expected decision to keep the target range for the federal funds rate at zero to 0.25 percent. The central bank's latest projections forecast as many three rate hikes in 2022 compared to the lone rate hike forecast in September.\nDespite the prospect of sooner than expected rate hikes, analysts suggested traders were pleased with the increased level of certainty provided by the Fed's latest projections.\nCrude oil futures settled higher on Wednesday after the Energy Information Administration (EIA) said crude inventories in the U.S. dropped by 4.6 million barrels last week. West Texas Intermediate crude oil futures for January ended up by $0.14 or 0.2 percent at $70.87 a barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699038823,"gmtCreate":1639719635235,"gmtModify":1639719635235,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101691105425760","authorIdStr":"4101691105425760"},"themes":[],"htmlText":"Nice[Miser] ","listText":"Nice[Miser] ","text":"Nice[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699038823","repostId":"1169026598","repostType":4,"repost":{"id":"1169026598","kind":"news","pubTimestamp":1639698567,"share":"https://www.laohu8.com/m/news/1169026598?lang=zh_CN&edition=full","pubTime":"2021-12-17 07:49","market":"us","language":"en","title":"Intel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔:Mobileye IPO可能是绝妙之举</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169026598","media":"seekingalpha","summary":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious gr","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li> <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li> <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li> <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li> <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li> <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li> </ul> <b>Introduction</b></p><p><blockquote><ul><li>英特尔将于2022年中期通过IPO分拆Mobileye,为其雄心勃勃的增长计划筹集资金。在本笔记中,我们将讨论这个事务的逻辑。</li><li>Mobileye是自动驾驶汽车技术的领先企业之一,这意味着它的市盈率应该比英特尔高得多。</li><li>英特尔的市盈率约为9倍,被严重低估,因此Mobileye的估值受到抑制。此次IPO可能会成为英特尔的一次重大价值释放事件。</li><li>根据我的分析,在当前的市场环境下,Mobileye很容易获得50-100B美元的估值。因此,英特尔可以通过出售少量股份来筹集一大笔资金。</li><li>即使在IPO之后,英特尔仍将继续以多数股权控制Mobileye,英特尔首席执行官帕特·基辛格(Pat Gelsinger)将作为董事会主席塑造Mobileye的未来。因此,英特尔通过这笔交易两全其美。我对英特尔的强烈买入评级为50美元。</li><li>寻找像这样的创意组合?击败市场的成员可以独家访问我们的模型组合。</li></ul><b>介绍</b></blockquote></p><p> Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p><p><blockquote>尽管芯片股在过去18-24个月内出现了惊人的上涨,但英特尔(纳斯达克:INTC)的估值(约12倍市盈率/自由现金流)仍然低迷。半导体供应短缺没有减弱的迹象,英特尔正在出售其能生产的所有产品。2021年,英特尔将创造创纪录的收入和运营现金流。尽管英特尔因竞争加剧而面临利润率压力,但其业务基本面依然强劲。英特尔的资产负债表和自由现金流生成强劲。通胀环境应该支持像英特尔这样的现金流机器。因此,英特尔疲软的价格走势令人费解(即使考虑到英特尔过去几年的制造困境)。</blockquote></p><p> In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p><p><blockquote>在今天的报告中,我们将重点讨论英特尔即将分拆的Mobileye,它很可能成为这家芯片巨头的价值解锁催化剂。</blockquote></p><p> Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p><p><blockquote>让我们从解读Mobileye IPO背后的逻辑开始我们的分析。</blockquote></p><p> <b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p><p><blockquote><b>了解英特尔分拆Mobileye背后的动机</b></blockquote></p><p> Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p><p><blockquote>在重新加入英特尔担任首席执行官后不久,帕特·基辛格(Pat Gelsinger)概述了一项积极的混合采购和代工计划,以让这家半导体巨头重回过去的辉煌(在前任管理层的一些糟糕执行之后)。理论上,帕特的策略非常简单。英特尔将把下一代芯片制造外包给台积电(纽约证券交易所股票代码:TSM)等代工厂,这将使他们能够与AMD(纳斯达克股票代码:AMD)和英伟达(纳斯达克股票代码:NVDA)等竞争对手竞争。虽然英特尔正在努力解决其制造困境并重新获得节点级别的技术领先地位,但该公司也在向其他公司开放其在西半球的制造工厂(即进入代工业务)。</blockquote></p><p> The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p><p><blockquote>半导体行业正在经历一场痛苦的供应危机,这场危机对多个行业产生了深远的影响。随着电动汽车革命,对汽车芯片的需求将会激增。因此,芯片短缺可能会持续很多年。只有少数公司能够解决这场危机,而英特尔可能是唯一一家能够帮助缓解西半球半导体短缺的公司。</blockquote></p><p> Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p><p><blockquote>帕特·基辛格(Pat Gelsinger)为英特尔提出了一项积极的增长计划,预计该公司在2023年至2027年期间的复合年增长率将达到约10-12%。然而,帕特的计划是高度资本密集型的,因此英特尔需要更多的资本。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p><p><blockquote>英特尔将进入一个沉重的资本支出周期,计划将2022年的资本支出增加至约250亿至280亿美元。由于英特尔的股票交易接近过去10年的历史最低估值(按P/FCF计算),通过发行新股票筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最讨厌的股票之一,管理层当然没有兴趣疏远更多的投资者群体。因此,排除了通过股权融资的可能性。</blockquote></p><p> Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p><p><blockquote>另一种筹集资金的方式是通过债务发行,英特尔的资产负债表和自由现金流产生足够强大,可以承担更多债务。然而,由于与AMD等公司潜在的价格战,英特尔的利润率将面临压力,而且随着资本支出的增加,英特尔的自由现金流也可能在短期内受到影响。因此,英特尔管理层可能不愿意通过债务筹集更多资本(债务已经达到约40B美元)。</blockquote></p><p></p><p> Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p><p><blockquote>资产货币化可能是筹集资金以资助英特尔增长计划的唯一可行替代方案。如果我们看看英特尔的业务,Mobileye可能是埋藏在企业集团大幅折扣下的最被低估的资产。Mobileye是自动驾驶(市场上最热门的领域之一)领域的领先企业,在当前的市场环境下,它的交易倍数无疑会比英特尔在2017年为其支付的价格高得多。因此,剥离Mobileye是英特尔管理层做出的一个非常合理且合乎逻辑的决定。</blockquote></p><p> <b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p><p><blockquote><b>帕特说Mobileye堪比特斯拉!是吗?</b></blockquote></p><p> In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p><p><blockquote>2017年,英特尔以约153亿美元的惊人价格收购了Mobileye。自此次收购以来,Mobileye实现了显着的收入增长,实现了众多技术创新,并投入资金解决了自动驾驶技术规模化部署中最关键的问题。与大多数IPO不同,Mobileye已经是一家高利润公司。因此,英特尔可以通过出售Mobileye的少数股权来获得丰厚的投资回报。</blockquote></p><p> In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p><p><blockquote>在过去12个月中,Mobileye的收入为$13.6亿,营业利润为$4.71亿(营业利润率约为35%)。此外,Mobileye还实现了交付第1亿颗EyeQ SOC的里程碑,推出了量产robotaxi(网络将于2022年上线),并与30家传统汽车制造商赢得了41个新的ADAS和全自动驾驶项目。简而言之,Mobileye从技术和财务角度都取得了巨大进步。</blockquote></p><p> Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p><p><blockquote>由于Mobileye一直作为英特尔内部的独立子公司运营,因此分离并不困难。与英特尔的战略合作伙伴关系将保持不变,更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其robotaxi网络将于2022年上线,Mobileye可能会成为第一个将L3/L4 AV技术推向市场的公司。</blockquote></p><p> Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p><p><blockquote>Mobileye确实处于拐点,它的未来看起来一如既往地光明。一些批评者会说,英特尔正在出卖自己的未来来追逐过去。然而,我们必须承认我们周围的现实。围绕自动驾驶和电动汽车的炒作从未如此之高,Mobileye惊人的增长故事被埋在英特尔的保护伞下。通过将Mobileye作为一个独立实体推向公开市场,英特尔可能会获得现金增长(交易倍数很高),同时还将保持其在该公司的多数股权(控制权)。</blockquote></p><p> Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p><p><blockquote>尽管Pat因其AV技术(以及未来的Robotaxi业务)而将Mobileye与特斯拉(纳斯达克:TSLA)进行了比较,但我认为它更适合英伟达。出于本说明的目的,我们将使用特斯拉和英伟达的交易倍数来猜测Mobileye的估值。由于其规模相对较小,我预计Mobileye的市盈率将高于这些公司。</blockquote></p><p> Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p><p><blockquote>从相对估值的角度来看,Mobileye的IPO估值可能在$50B至$70B之间。然而,让我们也使用Mobileye的财务数据来确定其绝对估值。</blockquote></p><p> <b>Estimating Mobileye's Fair Value</b></p><p><blockquote><b>估计Mobileye的公允价值</b></blockquote></p><p> To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Mobileye的公允价值,我们将采用我们专有的估值模型。它的含义如下:</blockquote></p><p> <ul> <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li> <li></li> <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li> <li></li> <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li> <li></li> <li>In step 4, the model accounts for dividends.</li> </ul> <b>Assumptions:</b></p><p><blockquote><ul><li>在第一步中,我们使用传统的DCF模型,自由现金流按我们(股东)的资本成本贴现。</li><li></li><li>在步骤2中,模型考虑了已发行股票变化(回购/稀释)的影响。</li><li></li><li>在第三步中,我们将十年结束时未来增长前景的估值正常化。然后,我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度,我们就投资。如果没有,我们等待一个更好的切入点。</li><li></li><li>在步骤4中,模型考虑了股息。</li></ul><b>假设:</b></blockquote></p><p> Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p><p><blockquote>Mobileye是一家快速增长、利润丰厚的企业。凭借庞大的TAM和领先的ADAS自动驾驶汽车[AV]技术,随着2020年代向自动驾驶电动汽车的转变加速,Mobileye将迎来巨大的长期增长趋势。因此,25%的10年复合年增长率可能非常保守。随着MoovitAV robotaxi网络的增长,Mobileye的利润率可能会上升。因此,当业务成熟且增长放缓(未来十年或二十年内不会发生)时,Mobileye的FCF利润率可能会轻松徘徊在30%以上。</blockquote></p><p> As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p><p><blockquote>如您所见,Mobileye每股价值约15美元,市值约为60B美元。本次估值工作中使用的假设是保守的,这意味着Mobileye的价值可能超过$60B。</blockquote></p><p></p><p> If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p><p><blockquote>如果Mobileye的10年复合年增长率在30%-50%范围内(而不是我们估计的25%),那么Mobileye的公允价值将约为88B美元至340B美元。按照1T美元的估值,特斯拉隐含的10年复合年增长率约为50%。由于Mobileye的基础要小得多,并且考虑到它可能成为AV技术的行业标准(通过利用与福特、宝马和许多其他汽车制造商的现有关系),我认为Mobileye拥有比特斯拉更好的机会实现如此高速增长。</blockquote></p><p> Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p><p><blockquote>即使在分拆Mobileye之后,英特尔在2022年的收入仍将约为$730亿,对其现金流产生的影响几乎为零。尽管英特尔将在这笔交易中失去其关键资产之一(事实并非如此,因为英特尔仍将通过多数股权控制Mobileye),但所得收益将帮助英特尔管理层执行其雄心勃勃的增长计划。根据保守估计,英特尔(减去Mobileye)的每股价值仍约为70美元(市值约为2800亿美元)(此估值练习可在我之前有关英特尔的文章中找到)。因此,分拆Mobileye极有可能为英特尔股东释放隐藏的价值。</blockquote></p><p> <b>Concluding Thoughts</b></p><p><blockquote><b>结束语</b></blockquote></p><p> With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p><p><blockquote>由于英特尔的市值徘徊在200B美元左右,通过股票发行筹集资金是不可行的。尽管英特尔的资产负债表和自由现金流仍然强劲,但该公司正在进入一个沉重的资本支出周期,这使得额外的债务融资变得麻烦。Mobileye是英特尔增长较快的业务线之一。然而,出售其中的一小部分可能会为英特尔带来一大笔钱,这些钱可以用于帕特·基辛格雄心勃勃的公司增长计划。根据我的分析,在当前的市场环境下,Mobileye的估值可能达到500亿至1000亿美元,我认为英特尔最终将从Mobileye IPO中筹集约100亿至150亿美元,同时保留对公司的控制权。我喜欢英特尔管理层的这一举措,因为我可以看到这次分拆带来的巨大价值。</blockquote></p><p> Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p><p><blockquote>英特尔是一棵被严重低估的摇钱树,它支付着健康且不断增长的股息。随着Mobileye IPO将释放英特尔的一些隐藏价值,我预计英特尔将在未来12-24个月内实现大幅资本增值。因此,我继续给予英特尔50美元的强力买入评级。</blockquote></p><p> Key Takeaway: I rate Intel a strong buy at $50.</p><p><blockquote>关键要点:我将英特尔评级为50美元的强力买入。</blockquote></p><p> Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p><p><blockquote>感谢您的阅读,祝投资愉快。请在下面的评论区分享你的想法、担忧和/或问题。</blockquote></p><p></p>","source":"lsy1638401102509","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>Intel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔:Mobileye IPO可能是绝妙之举</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\">\nIntel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔:Mobileye IPO可能是绝妙之举</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-12-17 07:49</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>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li> <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li> <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li> <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li> <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li> <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li> </ul> <b>Introduction</b></p><p><blockquote><ul><li>英特尔将于2022年中期通过IPO分拆Mobileye,为其雄心勃勃的增长计划筹集资金。在本笔记中,我们将讨论这个事务的逻辑。</li><li>Mobileye是自动驾驶汽车技术的领先企业之一,这意味着它的市盈率应该比英特尔高得多。</li><li>英特尔的市盈率约为9倍,被严重低估,因此Mobileye的估值受到抑制。此次IPO可能会成为英特尔的一次重大价值释放事件。</li><li>根据我的分析,在当前的市场环境下,Mobileye很容易获得50-100B美元的估值。因此,英特尔可以通过出售少量股份来筹集一大笔资金。</li><li>即使在IPO之后,英特尔仍将继续以多数股权控制Mobileye,英特尔首席执行官帕特·基辛格(Pat Gelsinger)将作为董事会主席塑造Mobileye的未来。因此,英特尔通过这笔交易两全其美。我对英特尔的强烈买入评级为50美元。</li><li>寻找像这样的创意组合?击败市场的成员可以独家访问我们的模型组合。</li></ul><b>介绍</b></blockquote></p><p> Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p><p><blockquote>尽管芯片股在过去18-24个月内出现了惊人的上涨,但英特尔(纳斯达克:INTC)的估值(约12倍市盈率/自由现金流)仍然低迷。半导体供应短缺没有减弱的迹象,英特尔正在出售其能生产的所有产品。2021年,英特尔将创造创纪录的收入和运营现金流。尽管英特尔因竞争加剧而面临利润率压力,但其业务基本面依然强劲。英特尔的资产负债表和自由现金流生成强劲。通胀环境应该支持像英特尔这样的现金流机器。因此,英特尔疲软的价格走势令人费解(即使考虑到英特尔过去几年的制造困境)。</blockquote></p><p> In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p><p><blockquote>在今天的报告中,我们将重点讨论英特尔即将分拆的Mobileye,它很可能成为这家芯片巨头的价值解锁催化剂。</blockquote></p><p> Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p><p><blockquote>让我们从解读Mobileye IPO背后的逻辑开始我们的分析。</blockquote></p><p> <b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p><p><blockquote><b>了解英特尔分拆Mobileye背后的动机</b></blockquote></p><p> Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p><p><blockquote>在重新加入英特尔担任首席执行官后不久,帕特·基辛格(Pat Gelsinger)概述了一项积极的混合采购和代工计划,以让这家半导体巨头重回过去的辉煌(在前任管理层的一些糟糕执行之后)。理论上,帕特的策略非常简单。英特尔将把下一代芯片制造外包给台积电(纽约证券交易所股票代码:TSM)等代工厂,这将使他们能够与AMD(纳斯达克股票代码:AMD)和英伟达(纳斯达克股票代码:NVDA)等竞争对手竞争。虽然英特尔正在努力解决其制造困境并重新获得节点级别的技术领先地位,但该公司也在向其他公司开放其在西半球的制造工厂(即进入代工业务)。</blockquote></p><p> The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p><p><blockquote>半导体行业正在经历一场痛苦的供应危机,这场危机对多个行业产生了深远的影响。随着电动汽车革命,对汽车芯片的需求将会激增。因此,芯片短缺可能会持续很多年。只有少数公司能够解决这场危机,而英特尔可能是唯一一家能够帮助缓解西半球半导体短缺的公司。</blockquote></p><p> Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p><p><blockquote>帕特·基辛格(Pat Gelsinger)为英特尔提出了一项积极的增长计划,预计该公司在2023年至2027年期间的复合年增长率将达到约10-12%。然而,帕特的计划是高度资本密集型的,因此英特尔需要更多的资本。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p><p><blockquote>英特尔将进入一个沉重的资本支出周期,计划将2022年的资本支出增加至约250亿至280亿美元。由于英特尔的股票交易接近过去10年的历史最低估值(按P/FCF计算),通过发行新股票筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最讨厌的股票之一,管理层当然没有兴趣疏远更多的投资者群体。因此,排除了通过股权融资的可能性。</blockquote></p><p> Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p><p><blockquote>另一种筹集资金的方式是通过债务发行,英特尔的资产负债表和自由现金流产生足够强大,可以承担更多债务。然而,由于与AMD等公司潜在的价格战,英特尔的利润率将面临压力,而且随着资本支出的增加,英特尔的自由现金流也可能在短期内受到影响。因此,英特尔管理层可能不愿意通过债务筹集更多资本(债务已经达到约40B美元)。</blockquote></p><p></p><p> Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p><p><blockquote>资产货币化可能是筹集资金以资助英特尔增长计划的唯一可行替代方案。如果我们看看英特尔的业务,Mobileye可能是埋藏在企业集团大幅折扣下的最被低估的资产。Mobileye是自动驾驶(市场上最热门的领域之一)领域的领先企业,在当前的市场环境下,它的交易倍数无疑会比英特尔在2017年为其支付的价格高得多。因此,剥离Mobileye是英特尔管理层做出的一个非常合理且合乎逻辑的决定。</blockquote></p><p> <b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p><p><blockquote><b>帕特说Mobileye堪比特斯拉!是吗?</b></blockquote></p><p> In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p><p><blockquote>2017年,英特尔以约153亿美元的惊人价格收购了Mobileye。自此次收购以来,Mobileye实现了显着的收入增长,实现了众多技术创新,并投入资金解决了自动驾驶技术规模化部署中最关键的问题。与大多数IPO不同,Mobileye已经是一家高利润公司。因此,英特尔可以通过出售Mobileye的少数股权来获得丰厚的投资回报。</blockquote></p><p> In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p><p><blockquote>在过去12个月中,Mobileye的收入为$13.6亿,营业利润为$4.71亿(营业利润率约为35%)。此外,Mobileye还实现了交付第1亿颗EyeQ SOC的里程碑,推出了量产robotaxi(网络将于2022年上线),并与30家传统汽车制造商赢得了41个新的ADAS和全自动驾驶项目。简而言之,Mobileye从技术和财务角度都取得了巨大进步。</blockquote></p><p> Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p><p><blockquote>由于Mobileye一直作为英特尔内部的独立子公司运营,因此分离并不困难。与英特尔的战略合作伙伴关系将保持不变,更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其robotaxi网络将于2022年上线,Mobileye可能会成为第一个将L3/L4 AV技术推向市场的公司。</blockquote></p><p> Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p><p><blockquote>Mobileye确实处于拐点,它的未来看起来一如既往地光明。一些批评者会说,英特尔正在出卖自己的未来来追逐过去。然而,我们必须承认我们周围的现实。围绕自动驾驶和电动汽车的炒作从未如此之高,Mobileye惊人的增长故事被埋在英特尔的保护伞下。通过将Mobileye作为一个独立实体推向公开市场,英特尔可能会获得现金增长(交易倍数很高),同时还将保持其在该公司的多数股权(控制权)。</blockquote></p><p> Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p><p><blockquote>尽管Pat因其AV技术(以及未来的Robotaxi业务)而将Mobileye与特斯拉(纳斯达克:TSLA)进行了比较,但我认为它更适合英伟达。出于本说明的目的,我们将使用特斯拉和英伟达的交易倍数来猜测Mobileye的估值。由于其规模相对较小,我预计Mobileye的市盈率将高于这些公司。</blockquote></p><p> Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p><p><blockquote>从相对估值的角度来看,Mobileye的IPO估值可能在$50B至$70B之间。然而,让我们也使用Mobileye的财务数据来确定其绝对估值。</blockquote></p><p> <b>Estimating Mobileye's Fair Value</b></p><p><blockquote><b>估计Mobileye的公允价值</b></blockquote></p><p> To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Mobileye的公允价值,我们将采用我们专有的估值模型。它的含义如下:</blockquote></p><p> <ul> <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li> <li></li> <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li> <li></li> <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li> <li></li> <li>In step 4, the model accounts for dividends.</li> </ul> <b>Assumptions:</b></p><p><blockquote><ul><li>在第一步中,我们使用传统的DCF模型,自由现金流按我们(股东)的资本成本贴现。</li><li></li><li>在步骤2中,模型考虑了已发行股票变化(回购/稀释)的影响。</li><li></li><li>在第三步中,我们将十年结束时未来增长前景的估值正常化。然后,我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度,我们就投资。如果没有,我们等待一个更好的切入点。</li><li></li><li>在步骤4中,模型考虑了股息。</li></ul><b>假设:</b></blockquote></p><p> Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p><p><blockquote>Mobileye是一家快速增长、利润丰厚的企业。凭借庞大的TAM和领先的ADAS自动驾驶汽车[AV]技术,随着2020年代向自动驾驶电动汽车的转变加速,Mobileye将迎来巨大的长期增长趋势。因此,25%的10年复合年增长率可能非常保守。随着MoovitAV robotaxi网络的增长,Mobileye的利润率可能会上升。因此,当业务成熟且增长放缓(未来十年或二十年内不会发生)时,Mobileye的FCF利润率可能会轻松徘徊在30%以上。</blockquote></p><p> As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p><p><blockquote>如您所见,Mobileye每股价值约15美元,市值约为60B美元。本次估值工作中使用的假设是保守的,这意味着Mobileye的价值可能超过$60B。</blockquote></p><p></p><p> If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p><p><blockquote>如果Mobileye的10年复合年增长率在30%-50%范围内(而不是我们估计的25%),那么Mobileye的公允价值将约为88B美元至340B美元。按照1T美元的估值,特斯拉隐含的10年复合年增长率约为50%。由于Mobileye的基础要小得多,并且考虑到它可能成为AV技术的行业标准(通过利用与福特、宝马和许多其他汽车制造商的现有关系),我认为Mobileye拥有比特斯拉更好的机会实现如此高速增长。</blockquote></p><p> Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p><p><blockquote>即使在分拆Mobileye之后,英特尔在2022年的收入仍将约为$730亿,对其现金流产生的影响几乎为零。尽管英特尔将在这笔交易中失去其关键资产之一(事实并非如此,因为英特尔仍将通过多数股权控制Mobileye),但所得收益将帮助英特尔管理层执行其雄心勃勃的增长计划。根据保守估计,英特尔(减去Mobileye)的每股价值仍约为70美元(市值约为2800亿美元)(此估值练习可在我之前有关英特尔的文章中找到)。因此,分拆Mobileye极有可能为英特尔股东释放隐藏的价值。</blockquote></p><p> <b>Concluding Thoughts</b></p><p><blockquote><b>结束语</b></blockquote></p><p> With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p><p><blockquote>由于英特尔的市值徘徊在200B美元左右,通过股票发行筹集资金是不可行的。尽管英特尔的资产负债表和自由现金流仍然强劲,但该公司正在进入一个沉重的资本支出周期,这使得额外的债务融资变得麻烦。Mobileye是英特尔增长较快的业务线之一。然而,出售其中的一小部分可能会为英特尔带来一大笔钱,这些钱可以用于帕特·基辛格雄心勃勃的公司增长计划。根据我的分析,在当前的市场环境下,Mobileye的估值可能达到500亿至1000亿美元,我认为英特尔最终将从Mobileye IPO中筹集约100亿至150亿美元,同时保留对公司的控制权。我喜欢英特尔管理层的这一举措,因为我可以看到这次分拆带来的巨大价值。</blockquote></p><p> Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p><p><blockquote>英特尔是一棵被严重低估的摇钱树,它支付着健康且不断增长的股息。随着Mobileye IPO将释放英特尔的一些隐藏价值,我预计英特尔将在未来12-24个月内实现大幅资本增值。因此,我继续给予英特尔50美元的强力买入评级。</blockquote></p><p> Key Takeaway: I rate Intel a strong buy at $50.</p><p><blockquote>关键要点:我将英特尔评级为50美元的强力买入。</blockquote></p><p> Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p><p><blockquote>感谢您的阅读,祝投资愉快。请在下面的评论区分享你的想法、担忧和/或问题。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke\">seekingalpha</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":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169026598","content_text":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.\nAt ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.\nAccording to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.\nEven after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.\nLooking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.\n\nIntroduction\nDespite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).\nIn today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.\nLet's begin our analysis by deciphering the logic behind an IPO for Mobileye.\nUnderstanding The Motivation Behind Intel's Mobileye Spinoff\nSoon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).\n\nThe semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.\nPat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.\n\nIntel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.\nAnother way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).\nAsset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.\nPat Says Mobileye Is Comparable To Tesla! Is It Though?\nIn 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.\nIn the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.\nSince Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.\nMobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.\nAlthough Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.\nLooking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.\nEstimating Mobileye's Fair Value\nTo determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\n\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\n\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nIn step 4, the model accounts for dividends.\n\nAssumptions:\nMobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).\nAs you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.\nIf Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.\nEven after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.\nConcluding Thoughts\nWith Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.\nIntel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.\nKey Takeaway: I rate Intel a strong buy at $50.\nThanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":3279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693226905,"gmtCreate":1640043024072,"gmtModify":1640043217799,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101691105425760","authorIdStr":"4101691105425760"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693226905","repostId":"1149998172","repostType":4,"isVote":1,"tweetType":1,"viewCount":2348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607014702,"gmtCreate":1639457265100,"gmtModify":1639457265100,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101691105425760","authorIdStr":"4101691105425760"},"themes":[],"htmlText":"Is it worth to apply ?","listText":"Is it worth to apply ?","text":"Is it worth to apply ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607014702","repostId":"1175039307","repostType":4,"repost":{"id":"1175039307","kind":"news","pubTimestamp":1639443121,"share":"https://www.laohu8.com/m/news/1175039307?lang=zh_CN&edition=full","pubTime":"2021-12-14 08:52","market":"us","language":"en","title":"Samsara IPO: When Does Samsara Go Public? What Is the IOT Stock IPO Price Range?<blockquote>Samsara IPO:Samsara何时上市?物联网股票IPO价格区间是多少?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175039307","media":"investor place","summary":"After a red-hot quarter, internet of things (IOT) developer Samsara is going public Wednesday, Dec. ","content":"<p><div> After a red-hot quarter, internet of things (IOT) developer Samsara is going public Wednesday, Dec. 15. Appropriately, it will start trading under the IOT ticker. Preliminary estimates suggest the ...</p><p><blockquote><div>在经历了一个火热的季度之后,物联网(IOT)开发商Samsara将于12月15日星期三上市。适当地,它将以物联网股票代码开始交易。初步估计表明...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/samsara-ipo-when-does-samsara-go-public-what-is-the-iot-stock-ipo-price-range/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/samsara-ipo-when-does-samsara-go-public-what-is-the-iot-stock-ipo-price-range/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>Samsara IPO: When Does Samsara Go Public? What Is the IOT Stock IPO Price Range?<blockquote>Samsara IPO:Samsara何时上市?物联网股票IPO价格区间是多少?</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\">\nSamsara IPO: When Does Samsara Go Public? What Is the IOT Stock IPO Price Range?<blockquote>Samsara IPO:Samsara何时上市?物联网股票IPO价格区间是多少?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investor place</strong><span class=\"h-time small\">2021-12-14 08:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> After a red-hot quarter, internet of things (IOT) developer Samsara is going public Wednesday, Dec. 15. Appropriately, it will start trading under the IOT ticker. Preliminary estimates suggest the ...</p><p><blockquote><div>在经历了一个火热的季度之后,物联网(IOT)开发商Samsara将于12月15日星期三上市。适当地,它将以物联网股票代码开始交易。初步估计表明...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/samsara-ipo-when-does-samsara-go-public-what-is-the-iot-stock-ipo-price-range/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/samsara-ipo-when-does-samsara-go-public-what-is-the-iot-stock-ipo-price-range/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/12/samsara-ipo-when-does-samsara-go-public-what-is-the-iot-stock-ipo-price-range/\">investor place</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":{"IOT":"Samsara, Inc."},"source_url":"https://investorplace.com/2021/12/samsara-ipo-when-does-samsara-go-public-what-is-the-iot-stock-ipo-price-range/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175039307","content_text":"After a red-hot quarter, internet of things (IOT) developer Samsara is going public Wednesday, Dec. 15. Appropriately, it will start trading under the IOT ticker. Preliminary estimates suggest the firm will grab a $11.6 billion valuation, meaning that IOT stock is in for a hair-raising week.\nSamsara is actually a pioneer of the industrial internet of things (IIOT) market, which attaches commercial machines and equipment with automatic, cloud-connected sensors or cameras that relay data to relevant operators. The technology is rapidly improving and has already been adopted by some big names. Many suspect IOT integration will only continue to expand, setting Samsara up for further success. In fact, the Financial Times named the company the No. 2 fastest-growing company in America between 2016 and 2019.\nPerhaps Samsara’s success is unsurprising to investors. Why? IOT is quickly becoming a quality-of-life necessity for many companies. The technology provides efficient, safe and consequently, cost-saving solutions in many common industries. Samsara’s platform is capable of identifying risk factors in a commercial workplace, preventing accidents before they happen. This could be a lifesaver for companies known for devastating and numerous workplace incidents (ahem, Amazon).\nLet’s see what’s in-store for the high-growth cloud company on issuance day.\nWhat Is the Samsara (IOT) Stock IPO Price Range?\nThe California-based company predicts an opening price range between $20 and $23, and plans to offer 35 million Class A shares.\nAnd beyond the IPO date and price range for Samsara, how should potential investors evaluate IOT stock? It operates in an industry expected to be worth nearly $740 billion in 2025, but it also faces competition. Samsara acknowledges that it faces off against Verizon (NYSE:VZ) as well as private firms like Geotab, Lytx and SmartDrive.\nImportantly, Samsara’s numbers paint a bright picture. It reported revenue for 2020 of $249.9 million, more than double that of the year prior. Continuing to build on that, it announced in October that revenue for the year-to-date was $302.6 million. That figure is up nearly 75% year over year.\nJim Morrish, an IOT industry analyst, commented on Samsara’s competitive advantage:\n“Samsara stands out in the way that it has integrated many capabilities into a single platform, including AI and image analysis. Adopting a single supplier for fleet management applications simplifies procurement and the management of the enterprise technical environment, and helps to avoid data silos.”\nIt’s clear that to some, IOT seems a strong option for a fast-growing, financially sound investment. Keep an eye out Wednesday to see if Samsara will sink or swim in the face of investor expectations.","news_type":1,"symbols_score_info":{"IOT":0.9}},"isVote":1,"tweetType":1,"viewCount":2930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}