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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》首映票房达 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>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>
HSpaper
2021-12-19
Great
Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上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 可能是一个绝妙的举动</blockquote>
HSpaper
2021-12-17
Good one
抱歉,原内容已删除
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>轮回IPO:轮回什么时候上市?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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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 Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639957519,"share":"https://www.laohunote.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》首映票房达 2.53 亿美元,震撼美国票房</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159925675","media":"Benzinga Earnings","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>上周末,《蜘蛛侠:无路可退》在美国的首映票房达到了 2.53 亿美元,取得了票房大满贯。</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,是有史以来最成功的美国首映。这部电影在世界各地也取得了成功,从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进入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》惨淡的财务数据形成了鲜明对比。<b>华特迪士尼公司</b>《西区故事》是票房最高的影片,首映票房为 1050 万美元。这部电影在影院上映的第二周就下滑了,以314万美元的票房收入在十大票房电影中排名第三。迪士尼的另一部动画片《魔法奇缘》是周末票房第二高的影片,上映第四周的票房收入为 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>周末上映的另一部新片是《噩梦巷》,主演<b>布拉德利·库珀</b>. 迪士尼探照灯部门的这部影片在 2145 块银幕上获得了 295 万美元的票房,在周末票房前十名中排名第五。</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》也消除了人们对电影观众因担心 COVID-19 而避开影院的任何疑虑。<b>汤姆·罗斯曼</b>索尼影业电影集团董事长兼首席执行官、索尼影业电影集团董事长兼首席执行官在一份声明中提到了这场健康危机,他宣称 “周末历史性的《蜘蛛侠:英雄无归》成绩来自世界各地,面对诸多挑战,这再次印证了独家院线电影如果以远见和决心进行制作和营销,就能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,本季三部最卖座的电影将于 12 月 22 日上映:<b>美国电话电报公司</b>华纳兄弟将主演《黑客帝国:复活》<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电影《新歌声 2》,迪士尼 20 世纪工作室将推出《国王的人》。<b>拉尔夫·费因斯</b>和<b>杰玛·阿特顿</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,索尼影业将发布<b>佩德罗·阿莫多瓦</b>《平行母亲》主演<b>佩内洛普·克鲁兹</b>在洛杉矶和纽约,而<b>信实娱乐</b>印地语电视剧《83》将在全国范围内限量上映。</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>圣诞节那天,<b>丹泽尔·华盛顿</b>有两部电影开场:<b>A24</b>由华盛顿饰演莎士比亚笔下凶残的君主的《麦克白的悲剧》上映,索尼影业发行由华盛顿主演的《约旦日记》<b>迈克尔·乔丹</b>在华盛顿导演的一部戏剧中。开场也是<b>狮门影业</b>《美国失败者》由扎卡里·列维主演,饰演橄榄球巨星<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>也发生了:</b>随着2021电影年的结束,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,宣布了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,大多数观众对《蝙蝠侠》感到兴奋,其次是《惊声尖叫》、《雷神:爱与雷》、《壮志凌云:特立独行》、《花月杀手》、《侏罗纪世界:统治》、《奇异博士在疯狂多元宇宙》、《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>在前10名电影中,只有<b>马丁·斯科塞斯</b>-导演的《花月杀手》是一部原创作品,并非重启、续集或其他媒介对已建立系列电影的扩展。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》首映票房达 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》首映票房达 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 Earnings </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>上周末,《蜘蛛侠:无路可退》在美国的首映票房达到了 2.53 亿美元,取得了票房大满贯。</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,是有史以来最成功的美国首映。这部电影在世界各地也取得了成功,从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进入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》惨淡的财务数据形成了鲜明对比。<b>华特迪士尼公司</b>《西区故事》是票房最高的影片,首映票房为 1050 万美元。这部电影在影院上映的第二周就下滑了,以314万美元的票房收入在十大票房电影中排名第三。迪士尼的另一部动画片《魔法奇缘》是周末票房第二高的影片,上映第四周的票房收入为 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>周末上映的另一部新片是《噩梦巷》,主演<b>布拉德利·库珀</b>. 迪士尼探照灯部门的这部影片在 2145 块银幕上获得了 295 万美元的票房,在周末票房前十名中排名第五。</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》也消除了人们对电影观众因担心 COVID-19 而避开影院的任何疑虑。<b>汤姆·罗斯曼</b>索尼影业电影集团董事长兼首席执行官、索尼影业电影集团董事长兼首席执行官在一份声明中提到了这场健康危机,他宣称 “周末历史性的《蜘蛛侠:英雄无归》成绩来自世界各地,面对诸多挑战,这再次印证了独家院线电影如果以远见和决心进行制作和营销,就能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,本季三部最卖座的电影将于 12 月 22 日上映:<b>美国电话电报公司</b>华纳兄弟将主演《黑客帝国:复活》<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电影《新歌声 2》,迪士尼 20 世纪工作室将推出《国王的人》。<b>拉尔夫·费因斯</b>和<b>杰玛·阿特顿</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,索尼影业将发布<b>佩德罗·阿莫多瓦</b>《平行母亲》主演<b>佩内洛普·克鲁兹</b>在洛杉矶和纽约,而<b>信实娱乐</b>印地语电视剧《83》将在全国范围内限量上映。</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>圣诞节那天,<b>丹泽尔·华盛顿</b>有两部电影开场:<b>A24</b>由华盛顿饰演莎士比亚笔下凶残的君主的《麦克白的悲剧》上映,索尼影业发行由华盛顿主演的《约旦日记》<b>迈克尔·乔丹</b>在华盛顿导演的一部戏剧中。开场也是<b>狮门影业</b>《美国失败者》由扎卡里·列维主演,饰演橄榄球巨星<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>也发生了:</b>随着2021电影年的结束,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,宣布了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,大多数观众对《蝙蝠侠》感到兴奋,其次是《惊声尖叫》、《雷神:爱与雷》、《壮志凌云:特立独行》、《花月杀手》、《侏罗纪世界:统治》、《奇异博士在疯狂多元宇宙》、《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>在前10名电影中,只有<b>马丁·斯科塞斯</b>-导演的《花月杀手》是一部原创作品,并非重启、续集或其他媒介对已建立系列电影的扩展。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":4662,"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":[],"title":"","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.laohunote.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>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</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,以纪念圣诞节。假期前,耐克和美光科技周一发布报告,黑莓和通用磨坊周二发布报告,CarMax、Cintas 和 Paychex 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发布 11 月份领先经济指数,随后于周三发布 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,经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%,支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 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月份的耐用品报告,这将为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 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</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>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 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 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</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>12月22日星期三</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月份的成屋销售。经济学家预测,经季节性调整后的年销量为640万套,略高于10月份,是今年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 在评级举行会议讨论季度业绩。</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,经季节性调整后的年增长率为 2.1%,与 11 月份的第二次估计值持平。</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>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平,预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧,该指数比今年 6 月达到的疫情后峰值低 15%。</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 日当周的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月份的新房销售情况。普遍估计,经季节性调整后,每年新单户住宅销量为 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 年以来的最快增速。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。耐用制成品新订单预计将增长 2.1%,达到 2656 亿美元。不包括运输,新订单增长0.6%,而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</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>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</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>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</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,以纪念圣诞节。假期前,耐克和美光科技周一发布报告,黑莓和通用磨坊周二发布报告,CarMax、Cintas 和 Paychex 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发布 11 月份领先经济指数,随后于周三发布 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,经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%,支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 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月份的耐用品报告,这将为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 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</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>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 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 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</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>12月22日星期三</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月份的成屋销售。经济学家预测,经季节性调整后的年销量为640万套,略高于10月份,是今年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 在评级举行会议讨论季度业绩。</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,经季节性调整后的年增长率为 2.1%,与 11 月份的第二次估计值持平。</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>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平,预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧,该指数比今年 6 月达到的疫情后峰值低 15%。</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 日当周的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月份的新房销售情况。普遍估计,经季节性调整后,每年新单户住宅销量为 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 年以来的最快增速。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。耐用制成品新订单预计将增长 2.1%,达到 2656 亿美元。不包括运输,新订单增长0.6%,而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</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":{".DJI":"道琼斯","CTAS":"信达思",".IXIC":"NASDAQ Composite","PAYX":"沛齐","GIS":"通用磨坊","KMX":"车美仕","MU":"美光科技",".SPX":"S&P 500 Index"},"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 $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{".SPX":0.9,"CTAS":0.9,"GIS":0.9,".IXIC":0.9,"MU":0.9,"PAYX":0.9,"KMX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":7163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699466938,"gmtCreate":1639878151729,"gmtModify":1639878151729,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101691105425760","authorIdStr":"4101691105425760"},"themes":[],"title":"","htmlText":"Great ","listText":"Great ","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699466938","repostId":"1170599515","repostType":4,"repost":{"id":"1170599515","kind":"news","pubTimestamp":1639872378,"share":"https://www.laohunote.com/m/news/1170599515?lang=zh_CN&edition=full","pubTime":"2021-12-19 08:06","market":"us","language":"en","title":"Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170599515","media":"Seeking Alpha","summary":"$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 年蔚来日上推出了 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 的流体轮廓,并“将高性能自动驾驶传感器无缝集成到其纯粹而先进的车身线条中”。</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75kWh电池组版本的ET5,以386,000元(60,550美元)的价格购买100kWh版本的ET5。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采用了最新的蔚来自动驾驶,据说将在高速公路、城市地区、停车和电池更换等场景中逐步实现安全可靠的自动驾驶体验。</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个目的地充电器和3136个超级充电器。已经为9.4万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>如果赛事引起轰动,请关注周一蔚来(蔚来)的反弹。蔚来已经是 StockTwits 和 Reddit 的 WallStreetBets 上讨论最多的股票之一。查看下周所有关注的股票,了解一些股价波动。</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>蔚来在蔚来日活动上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>蔚来在蔚来日活动上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 年蔚来日上推出了 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 的流体轮廓,并“将高性能自动驾驶传感器无缝集成到其纯粹而先进的车身线条中”。</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75kWh电池组版本的ET5,以386,000元(60,550美元)的价格购买100kWh版本的ET5。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采用了最新的蔚来自动驾驶,据说将在高速公路、城市地区、停车和电池更换等场景中逐步实现安全可靠的自动驾驶体验。</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个目的地充电器和3136个超级充电器。已经为9.4万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>如果赛事引起轰动,请关注周一蔚来(蔚来)的反弹。蔚来已经是 StockTwits 和 Reddit 的 WallStreetBets 上讨论最多的股票之一。查看下周所有关注的股票,了解一些股价波动。</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":5315,"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":[],"title":"","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.laohunote.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 可能是一个绝妙的举动</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。在本说明中,我们将讨论此交易的逻辑。</li><li>Mobileye 是自动驾驶汽车技术领域的领先企业之一,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个重要价值释放事件。</li><li>根据我的分析,在当前的市场环境下,Mobileye可以很容易地获得50-100B美元的估值。因此,英特尔只需出售少量股份就可以筹集一大笔钱。</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获得了两全其美的结果。我以 50 美元的价格强力买入英特尔。</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 个月中出现了惊人的反弹,但英特尔(纳斯达克股票代码: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缓解的迹象,英特尔出售了所有能生产的产品。2021年,英特尔将产生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非常强劲。通货膨胀环境应该有利于英特尔等现金流机器。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推出的衍生产品 Mobileye,该产品可能会成为这家芯片巨头价值解锁的催化剂。</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·基辛格概述了一项积极的混合采购和代工计划,旨在让这家半导体巨头重返昔日的辉煌(在前任管理层进行了一些糟糕的执行之后)。从纸面上看,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,并在节点层面重新获得技术领先地位,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影响。随着电动汽车革命,对汽车芯片的需求将会爆炸式增长。因此,芯片短缺可能会持续很多年。只有少数几家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问题的公司。</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,预计该公司从 2023 年到 2027 年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>英特尔将进入一个繁重的资本支出周期,计划将 2022 年的资本支出增加到约 $25B-$28B。由于英特尔股票交易接近过去10年的历史最低估值(按市盈率计算),通过新的股票发行筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最令人憎恨的股票之一,管理层当然没有兴趣疏远更多的投资者基础。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发债,而英特尔的资产负债表和自由现金流产生足够强劲,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在短期内也可能受到影响。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为英特尔增长计划提供资金的唯一可行选择。如果我们看看英特尔的业务,Mobileye 可能是被企业集团大幅折扣掩盖的最被低估的资产。Mobileye是自动驾驶领域的领先企业(市场上最热门的领域之一),在当前的市场环境下,它的交易倍数无疑会比英特尔在2017年支付的价格高得多。因此,Mobileye分拆是英特尔管理层做出的一个非常明智和合乎逻辑的决定。</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 15.3B 美元的惊人价格收购了 Mobileye。自此次收购以来,Mobileye实现了显著的收入增长,实现了众多技术创新,并投入资金解决了自动驾驶技术大规模部署中最关键的问题。与大多数 IPO 不同,Mobileye 已经是一家高利润的公司。因此,英特尔可以通过出售Mobileye的少数股权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>过去 12 个月,Mobileye 的收入为 13.6 亿美元,营业利润为 4.71 亿美元(营业利润率约为 35%)。此外,Mobileye 实现了交付第 1 亿台 EyeQ SOC 的里程碑,推出了量产版 robotaxi(网络将于 2022 年上线),并与 30 家传统汽车制造商合作赢得了 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的进步。</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继续存在,更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其机器人出租车网络将于2022年上线,Mobileye可能会成为第一个推出L3/L4 AV技术的公司。</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没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(以丰富的交易倍数),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(以及未来的机器人出租车业务)而将 Mobileye 与特斯拉(纳斯达克股票代码:TSLA)进行了比较,但我认为它与 Nvidia 更具可比性。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创建 Mobileye 估值的猜测。由于其规模相对较小,我预计 Mobileye 的市盈率会高于这些公司。</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 估值可能在约 $50B 到 $70B 之间。然而,让我们也利用 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>为厘定Mobileye的公允价值,我们将采用我们专有的估值模型。以下是它需要的内容:</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,自由现金流被我们(股东)的资本成本贴现。</li><li></li><li>在步骤2中,该模型考虑了流通股变化(回购/稀释)的影响。</li><li></li><li>在第三步中,我们在十年结束时对未来增长前景进行估值正常化。然后,我们使用今天的股价和 10 年底的预计股价得出 CAGR。如果这比市场有足够的优势,我们就会投资。如果没有,我们等待更好的切入点。</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是一项快速增长、高利润的业务。凭借庞大的TAM和领先的ADAS和自动驾驶汽车[AV]技术,随着2020年代向自动驾驶电动汽车的加速转变,Mobileye将迎来巨大的长期增长趋势。因此,25%的10年CAGR增长率可能是高度保守的。随着 MoovitAV 机器人出租车网络的发展,Mobileye 的利润率可能会更高。因此,当业务成熟且增长放缓时,Mobileye 的自由现金流利润率可以相当轻松地徘徊在 30% 以上(这种情况在未来一二十年内不会发生)。</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 CAGR 收入增长率在 30%-50% 范围内(而不是我们估计的 25%),则 Mobileye 的公允价值将达到约 $88B 至约 $340B。按 1 万美元估值计算,特斯拉隐含 10 年复合年增长率收入增长率约为 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、宝马等传统汽车制造商的现有关系),我认为 Mobileye 比特斯拉更有机会实现这种高速增长。</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 Mobileye 分拆之后,英特尔在 2022 年仍将产生约 73B 美元的收入,对其现金流产生的影响几乎为零。尽管英特尔将在此次交易中失去一项关键资产(实际上并非如此,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)每股仍价值约 70 美元(市值约 280B 美元)(此估值练习可在我之前关于英特尔的文章中找到)。因此,Mobileye 分拆很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2000亿美元左右,通过发行股票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生成仍然强劲,但该公司正在进入一个沉重的资本支出周期,这使得额外的债务筹集变得麻烦。Mobileye是英特尔发展最快的业务线之一。然而,出售其中的一小部分可能会为英特尔带来一大笔钱,这笔钱可以用于帕特·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 亿美元至 1000 亿美元,我认为英特尔最终将从 Mobileye IPO 中筹集约 100 亿美元至 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>英特尔是一头被严重低估的摇钱树,支付健康、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 个月内大幅增值。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:我以 50 美元的价格强力买入英特尔。</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,祝您投资愉快。请在下面的评论区分享您的想法、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 可能是一个绝妙的举动</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 可能是一个绝妙的举动</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。在本说明中,我们将讨论此交易的逻辑。</li><li>Mobileye 是自动驾驶汽车技术领域的领先企业之一,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个重要价值释放事件。</li><li>根据我的分析,在当前的市场环境下,Mobileye可以很容易地获得50-100B美元的估值。因此,英特尔只需出售少量股份就可以筹集一大笔钱。</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获得了两全其美的结果。我以 50 美元的价格强力买入英特尔。</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 个月中出现了惊人的反弹,但英特尔(纳斯达克股票代码: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缓解的迹象,英特尔出售了所有能生产的产品。2021年,英特尔将产生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非常强劲。通货膨胀环境应该有利于英特尔等现金流机器。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推出的衍生产品 Mobileye,该产品可能会成为这家芯片巨头价值解锁的催化剂。</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·基辛格概述了一项积极的混合采购和代工计划,旨在让这家半导体巨头重返昔日的辉煌(在前任管理层进行了一些糟糕的执行之后)。从纸面上看,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,并在节点层面重新获得技术领先地位,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影响。随着电动汽车革命,对汽车芯片的需求将会爆炸式增长。因此,芯片短缺可能会持续很多年。只有少数几家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问题的公司。</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,预计该公司从 2023 年到 2027 年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>英特尔将进入一个繁重的资本支出周期,计划将 2022 年的资本支出增加到约 $25B-$28B。由于英特尔股票交易接近过去10年的历史最低估值(按市盈率计算),通过新的股票发行筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最令人憎恨的股票之一,管理层当然没有兴趣疏远更多的投资者基础。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发债,而英特尔的资产负债表和自由现金流产生足够强劲,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在短期内也可能受到影响。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为英特尔增长计划提供资金的唯一可行选择。如果我们看看英特尔的业务,Mobileye 可能是被企业集团大幅折扣掩盖的最被低估的资产。Mobileye是自动驾驶领域的领先企业(市场上最热门的领域之一),在当前的市场环境下,它的交易倍数无疑会比英特尔在2017年支付的价格高得多。因此,Mobileye分拆是英特尔管理层做出的一个非常明智和合乎逻辑的决定。</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 15.3B 美元的惊人价格收购了 Mobileye。自此次收购以来,Mobileye实现了显著的收入增长,实现了众多技术创新,并投入资金解决了自动驾驶技术大规模部署中最关键的问题。与大多数 IPO 不同,Mobileye 已经是一家高利润的公司。因此,英特尔可以通过出售Mobileye的少数股权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>过去 12 个月,Mobileye 的收入为 13.6 亿美元,营业利润为 4.71 亿美元(营业利润率约为 35%)。此外,Mobileye 实现了交付第 1 亿台 EyeQ SOC 的里程碑,推出了量产版 robotaxi(网络将于 2022 年上线),并与 30 家传统汽车制造商合作赢得了 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的进步。</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继续存在,更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其机器人出租车网络将于2022年上线,Mobileye可能会成为第一个推出L3/L4 AV技术的公司。</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没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(以丰富的交易倍数),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(以及未来的机器人出租车业务)而将 Mobileye 与特斯拉(纳斯达克股票代码:TSLA)进行了比较,但我认为它与 Nvidia 更具可比性。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创建 Mobileye 估值的猜测。由于其规模相对较小,我预计 Mobileye 的市盈率会高于这些公司。</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 估值可能在约 $50B 到 $70B 之间。然而,让我们也利用 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>为厘定Mobileye的公允价值,我们将采用我们专有的估值模型。以下是它需要的内容:</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,自由现金流被我们(股东)的资本成本贴现。</li><li></li><li>在步骤2中,该模型考虑了流通股变化(回购/稀释)的影响。</li><li></li><li>在第三步中,我们在十年结束时对未来增长前景进行估值正常化。然后,我们使用今天的股价和 10 年底的预计股价得出 CAGR。如果这比市场有足够的优势,我们就会投资。如果没有,我们等待更好的切入点。</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是一项快速增长、高利润的业务。凭借庞大的TAM和领先的ADAS和自动驾驶汽车[AV]技术,随着2020年代向自动驾驶电动汽车的加速转变,Mobileye将迎来巨大的长期增长趋势。因此,25%的10年CAGR增长率可能是高度保守的。随着 MoovitAV 机器人出租车网络的发展,Mobileye 的利润率可能会更高。因此,当业务成熟且增长放缓时,Mobileye 的自由现金流利润率可以相当轻松地徘徊在 30% 以上(这种情况在未来一二十年内不会发生)。</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 CAGR 收入增长率在 30%-50% 范围内(而不是我们估计的 25%),则 Mobileye 的公允价值将达到约 $88B 至约 $340B。按 1 万美元估值计算,特斯拉隐含 10 年复合年增长率收入增长率约为 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、宝马等传统汽车制造商的现有关系),我认为 Mobileye 比特斯拉更有机会实现这种高速增长。</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 Mobileye 分拆之后,英特尔在 2022 年仍将产生约 73B 美元的收入,对其现金流产生的影响几乎为零。尽管英特尔将在此次交易中失去一项关键资产(实际上并非如此,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)每股仍价值约 70 美元(市值约 280B 美元)(此估值练习可在我之前关于英特尔的文章中找到)。因此,Mobileye 分拆很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2000亿美元左右,通过发行股票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生成仍然强劲,但该公司正在进入一个沉重的资本支出周期,这使得额外的债务筹集变得麻烦。Mobileye是英特尔发展最快的业务线之一。然而,出售其中的一小部分可能会为英特尔带来一大笔钱,这笔钱可以用于帕特·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 亿美元至 1000 亿美元,我认为英特尔最终将从 Mobileye IPO 中筹集约 100 亿美元至 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>英特尔是一头被严重低估的摇钱树,支付健康、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 个月内大幅增值。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:我以 50 美元的价格强力买入英特尔。</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,祝您投资愉快。请在下面的评论区分享您的想法、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":4561,"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,"idStr":"4101691105425760","authorIdStr":"4101691105425760"},"themes":[],"title":"","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":3807,"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":[],"title":"","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.laohunote.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走低,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 点的平台位,但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>FOMC货币政策会议结果公布后,亚洲市场的全球前景乐观。欧洲和美国市场稳步走高,亚洲股市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>由于房地产和工业股下跌,STI 周三小幅收低,而金融股涨跌互现。</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至3,120.55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7.618亿新加坡元。下跌的有264家,上涨的有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>资产中,Ascendas REIT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%,云顶新加坡投降0.64%,吉宝集团下跌0.39%,丰树商业信托暴跌0.98%,丰树物流信托下跌0.53%,华侨银行下跌0.27%,胜科实业下跌0.51%,新加坡航空下跌0.20%,新加坡交易所下跌0.21%,新加坡电信下跌0.41%,泰国饮料下跌0.75%,大华银行上涨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</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,因为主要股指周三开盘小幅走低,但随后在下午飙升,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点或1.08%,收于35927.43点,而纳斯达克指数飙升327.94点或2.15%,收于15565.58点,标普500指数上涨75.76点或1.63%,收于4709.85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>华尔街尾盘上涨之前,美联储宣布了人们普遍预期的加快资产购买计划削减步伐的决定。美联储以通胀发展和劳动力市场进一步改善为由表示,已决定将每月净资产购买速度降低 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,预计每月净资产购买步伐的类似降低可能是合适的,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,这让人松了一口气。</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 月份的唯一一次加息预测相比,央行最新预测 2022 年将加息三次。</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>尽管加息前景早于预期,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的提高感到满意。</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下降 460 万桶后,原油期货周三收高。1月份西德克萨斯中质原油期货收盘上涨0.14美元,或0.2%,至每桶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走低,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 点的平台位,但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>FOMC货币政策会议结果公布后,亚洲市场的全球前景乐观。欧洲和美国市场稳步走高,亚洲股市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>由于房地产和工业股下跌,STI 周三小幅收低,而金融股涨跌互现。</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至3,120.55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7.618亿新加坡元。下跌的有264家,上涨的有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>资产中,Ascendas REIT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%,云顶新加坡投降0.64%,吉宝集团下跌0.39%,丰树商业信托暴跌0.98%,丰树物流信托下跌0.53%,华侨银行下跌0.27%,胜科实业下跌0.51%,新加坡航空下跌0.20%,新加坡交易所下跌0.21%,新加坡电信下跌0.41%,泰国饮料下跌0.75%,大华银行上涨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</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,因为主要股指周三开盘小幅走低,但随后在下午飙升,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点或1.08%,收于35927.43点,而纳斯达克指数飙升327.94点或2.15%,收于15565.58点,标普500指数上涨75.76点或1.63%,收于4709.85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>华尔街尾盘上涨之前,美联储宣布了人们普遍预期的加快资产购买计划削减步伐的决定。美联储以通胀发展和劳动力市场进一步改善为由表示,已决定将每月净资产购买速度降低 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,预计每月净资产购买步伐的类似降低可能是合适的,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,这让人松了一口气。</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 月份的唯一一次加息预测相比,央行最新预测 2022 年将加息三次。</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>尽管加息前景早于预期,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的提高感到满意。</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下降 460 万桶后,原油期货周三收高。1月份西德克萨斯中质原油期货收盘上涨0.14美元,或0.2%,至每桶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":4475,"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":[],"title":"","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.laohunote.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>轮回IPO:轮回什么时候上市?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>在经历了一个炙手可热的季度后,物联网(IOT)开发商Samsara将于12月15日星期三上市。适当地,它将开始以物联网股票代码进行交易。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>轮回IPO:轮回什么时候上市?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>轮回IPO:轮回什么时候上市?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>在经历了一个炙手可热的季度后,物联网(IOT)开发商Samsara将于12月15日星期三上市。适当地,它将开始以物联网股票代码进行交易。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":4322,"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":[],"title":"","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":5618,"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":[],"title":"","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":3807,"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":[],"title":"","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.laohunote.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>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</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,以纪念圣诞节。假期前,耐克和美光科技周一发布报告,黑莓和通用磨坊周二发布报告,CarMax、Cintas 和 Paychex 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发布 11 月份领先经济指数,随后于周三发布 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,经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%,支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 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月份的耐用品报告,这将为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 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</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>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 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 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</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>12月22日星期三</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月份的成屋销售。经济学家预测,经季节性调整后的年销量为640万套,略高于10月份,是今年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 在评级举行会议讨论季度业绩。</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,经季节性调整后的年增长率为 2.1%,与 11 月份的第二次估计值持平。</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>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平,预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧,该指数比今年 6 月达到的疫情后峰值低 15%。</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 日当周的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月份的新房销售情况。普遍估计,经季节性调整后,每年新单户住宅销量为 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 年以来的最快增速。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。耐用制成品新订单预计将增长 2.1%,达到 2656 亿美元。不包括运输,新订单增长0.6%,而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</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>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</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>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</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,以纪念圣诞节。假期前,耐克和美光科技周一发布报告,黑莓和通用磨坊周二发布报告,CarMax、Cintas 和 Paychex 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发布 11 月份领先经济指数,随后于周三发布 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,经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%,支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 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月份的耐用品报告,这将为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 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</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>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 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 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</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>12月22日星期三</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月份的成屋销售。经济学家预测,经季节性调整后的年销量为640万套,略高于10月份,是今年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 在评级举行会议讨论季度业绩。</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,经季节性调整后的年增长率为 2.1%,与 11 月份的第二次估计值持平。</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>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平,预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧,该指数比今年 6 月达到的疫情后峰值低 15%。</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 日当周的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月份的新房销售情况。普遍估计,经季节性调整后,每年新单户住宅销量为 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 年以来的最快增速。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。耐用制成品新订单预计将增长 2.1%,达到 2656 亿美元。不包括运输,新订单增长0.6%,而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</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":{".DJI":"道琼斯","CTAS":"信达思",".IXIC":"NASDAQ Composite","PAYX":"沛齐","GIS":"通用磨坊","KMX":"车美仕","MU":"美光科技",".SPX":"S&P 500 Index"},"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 $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{".SPX":0.9,"CTAS":0.9,"GIS":0.9,".IXIC":0.9,"MU":0.9,"PAYX":0.9,"KMX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":7163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699466938,"gmtCreate":1639878151729,"gmtModify":1639878151729,"author":{"id":"4101691105425760","authorId":"4101691105425760","name":"HSpaper","avatar":"https://static.tigerbbs.com/30f2206e539f2175ef68264baf0a18f7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101691105425760","authorIdStr":"4101691105425760"},"themes":[],"title":"","htmlText":"Great ","listText":"Great ","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699466938","repostId":"1170599515","repostType":4,"repost":{"id":"1170599515","kind":"news","pubTimestamp":1639872378,"share":"https://www.laohunote.com/m/news/1170599515?lang=zh_CN&edition=full","pubTime":"2021-12-19 08:06","market":"us","language":"en","title":"Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170599515","media":"Seeking Alpha","summary":"$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 年蔚来日上推出了 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 的流体轮廓,并“将高性能自动驾驶传感器无缝集成到其纯粹而先进的车身线条中”。</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75kWh电池组版本的ET5,以386,000元(60,550美元)的价格购买100kWh版本的ET5。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采用了最新的蔚来自动驾驶,据说将在高速公路、城市地区、停车和电池更换等场景中逐步实现安全可靠的自动驾驶体验。</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个目的地充电器和3136个超级充电器。已经为9.4万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>如果赛事引起轰动,请关注周一蔚来(蔚来)的反弹。蔚来已经是 StockTwits 和 Reddit 的 WallStreetBets 上讨论最多的股票之一。查看下周所有关注的股票,了解一些股价波动。</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>蔚来在蔚来日活动上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>蔚来在蔚来日活动上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 年蔚来日上推出了 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 的流体轮廓,并“将高性能自动驾驶传感器无缝集成到其纯粹而先进的车身线条中”。</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75kWh电池组版本的ET5,以386,000元(60,550美元)的价格购买100kWh版本的ET5。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采用了最新的蔚来自动驾驶,据说将在高速公路、城市地区、停车和电池更换等场景中逐步实现安全可靠的自动驾驶体验。</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个目的地充电器和3136个超级充电器。已经为9.4万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>如果赛事引起轰动,请关注周一蔚来(蔚来)的反弹。蔚来已经是 StockTwits 和 Reddit 的 WallStreetBets 上讨论最多的股票之一。查看下周所有关注的股票,了解一些股价波动。</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":5315,"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":[],"title":"","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":5618,"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":[],"title":"","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 Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639957519,"share":"https://www.laohunote.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》首映票房达 2.53 亿美元,震撼美国票房</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159925675","media":"Benzinga Earnings","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>上周末,《蜘蛛侠:无路可退》在美国的首映票房达到了 2.53 亿美元,取得了票房大满贯。</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,是有史以来最成功的美国首映。这部电影在世界各地也取得了成功,从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进入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》惨淡的财务数据形成了鲜明对比。<b>华特迪士尼公司</b>《西区故事》是票房最高的影片,首映票房为 1050 万美元。这部电影在影院上映的第二周就下滑了,以314万美元的票房收入在十大票房电影中排名第三。迪士尼的另一部动画片《魔法奇缘》是周末票房第二高的影片,上映第四周的票房收入为 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>周末上映的另一部新片是《噩梦巷》,主演<b>布拉德利·库珀</b>. 迪士尼探照灯部门的这部影片在 2145 块银幕上获得了 295 万美元的票房,在周末票房前十名中排名第五。</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》也消除了人们对电影观众因担心 COVID-19 而避开影院的任何疑虑。<b>汤姆·罗斯曼</b>索尼影业电影集团董事长兼首席执行官、索尼影业电影集团董事长兼首席执行官在一份声明中提到了这场健康危机,他宣称 “周末历史性的《蜘蛛侠:英雄无归》成绩来自世界各地,面对诸多挑战,这再次印证了独家院线电影如果以远见和决心进行制作和营销,就能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,本季三部最卖座的电影将于 12 月 22 日上映:<b>美国电话电报公司</b>华纳兄弟将主演《黑客帝国:复活》<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电影《新歌声 2》,迪士尼 20 世纪工作室将推出《国王的人》。<b>拉尔夫·费因斯</b>和<b>杰玛·阿特顿</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,索尼影业将发布<b>佩德罗·阿莫多瓦</b>《平行母亲》主演<b>佩内洛普·克鲁兹</b>在洛杉矶和纽约,而<b>信实娱乐</b>印地语电视剧《83》将在全国范围内限量上映。</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>圣诞节那天,<b>丹泽尔·华盛顿</b>有两部电影开场:<b>A24</b>由华盛顿饰演莎士比亚笔下凶残的君主的《麦克白的悲剧》上映,索尼影业发行由华盛顿主演的《约旦日记》<b>迈克尔·乔丹</b>在华盛顿导演的一部戏剧中。开场也是<b>狮门影业</b>《美国失败者》由扎卡里·列维主演,饰演橄榄球巨星<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>也发生了:</b>随着2021电影年的结束,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,宣布了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,大多数观众对《蝙蝠侠》感到兴奋,其次是《惊声尖叫》、《雷神:爱与雷》、《壮志凌云:特立独行》、《花月杀手》、《侏罗纪世界:统治》、《奇异博士在疯狂多元宇宙》、《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>在前10名电影中,只有<b>马丁·斯科塞斯</b>-导演的《花月杀手》是一部原创作品,并非重启、续集或其他媒介对已建立系列电影的扩展。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》首映票房达 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》首映票房达 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 Earnings </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>上周末,《蜘蛛侠:无路可退》在美国的首映票房达到了 2.53 亿美元,取得了票房大满贯。</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,是有史以来最成功的美国首映。这部电影在世界各地也取得了成功,从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进入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》惨淡的财务数据形成了鲜明对比。<b>华特迪士尼公司</b>《西区故事》是票房最高的影片,首映票房为 1050 万美元。这部电影在影院上映的第二周就下滑了,以314万美元的票房收入在十大票房电影中排名第三。迪士尼的另一部动画片《魔法奇缘》是周末票房第二高的影片,上映第四周的票房收入为 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>周末上映的另一部新片是《噩梦巷》,主演<b>布拉德利·库珀</b>. 迪士尼探照灯部门的这部影片在 2145 块银幕上获得了 295 万美元的票房,在周末票房前十名中排名第五。</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》也消除了人们对电影观众因担心 COVID-19 而避开影院的任何疑虑。<b>汤姆·罗斯曼</b>索尼影业电影集团董事长兼首席执行官、索尼影业电影集团董事长兼首席执行官在一份声明中提到了这场健康危机,他宣称 “周末历史性的《蜘蛛侠:英雄无归》成绩来自世界各地,面对诸多挑战,这再次印证了独家院线电影如果以远见和决心进行制作和营销,就能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,本季三部最卖座的电影将于 12 月 22 日上映:<b>美国电话电报公司</b>华纳兄弟将主演《黑客帝国:复活》<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电影《新歌声 2》,迪士尼 20 世纪工作室将推出《国王的人》。<b>拉尔夫·费因斯</b>和<b>杰玛·阿特顿</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,索尼影业将发布<b>佩德罗·阿莫多瓦</b>《平行母亲》主演<b>佩内洛普·克鲁兹</b>在洛杉矶和纽约,而<b>信实娱乐</b>印地语电视剧《83》将在全国范围内限量上映。</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>圣诞节那天,<b>丹泽尔·华盛顿</b>有两部电影开场:<b>A24</b>由华盛顿饰演莎士比亚笔下凶残的君主的《麦克白的悲剧》上映,索尼影业发行由华盛顿主演的《约旦日记》<b>迈克尔·乔丹</b>在华盛顿导演的一部戏剧中。开场也是<b>狮门影业</b>《美国失败者》由扎卡里·列维主演,饰演橄榄球巨星<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>也发生了:</b>随着2021电影年的结束,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,宣布了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,大多数观众对《蝙蝠侠》感到兴奋,其次是《惊声尖叫》、《雷神:爱与雷》、《壮志凌云:特立独行》、《花月杀手》、《侏罗纪世界:统治》、《奇异博士在疯狂多元宇宙》、《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>在前10名电影中,只有<b>马丁·斯科塞斯</b>-导演的《花月杀手》是一部原创作品,并非重启、续集或其他媒介对已建立系列电影的扩展。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":4662,"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":[],"title":"","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.laohunote.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走低,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 点的平台位,但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>FOMC货币政策会议结果公布后,亚洲市场的全球前景乐观。欧洲和美国市场稳步走高,亚洲股市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>由于房地产和工业股下跌,STI 周三小幅收低,而金融股涨跌互现。</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至3,120.55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7.618亿新加坡元。下跌的有264家,上涨的有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>资产中,Ascendas REIT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%,云顶新加坡投降0.64%,吉宝集团下跌0.39%,丰树商业信托暴跌0.98%,丰树物流信托下跌0.53%,华侨银行下跌0.27%,胜科实业下跌0.51%,新加坡航空下跌0.20%,新加坡交易所下跌0.21%,新加坡电信下跌0.41%,泰国饮料下跌0.75%,大华银行上涨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</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,因为主要股指周三开盘小幅走低,但随后在下午飙升,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点或1.08%,收于35927.43点,而纳斯达克指数飙升327.94点或2.15%,收于15565.58点,标普500指数上涨75.76点或1.63%,收于4709.85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>华尔街尾盘上涨之前,美联储宣布了人们普遍预期的加快资产购买计划削减步伐的决定。美联储以通胀发展和劳动力市场进一步改善为由表示,已决定将每月净资产购买速度降低 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,预计每月净资产购买步伐的类似降低可能是合适的,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,这让人松了一口气。</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 月份的唯一一次加息预测相比,央行最新预测 2022 年将加息三次。</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>尽管加息前景早于预期,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的提高感到满意。</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下降 460 万桶后,原油期货周三收高。1月份西德克萨斯中质原油期货收盘上涨0.14美元,或0.2%,至每桶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走低,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 点的平台位,但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>FOMC货币政策会议结果公布后,亚洲市场的全球前景乐观。欧洲和美国市场稳步走高,亚洲股市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>由于房地产和工业股下跌,STI 周三小幅收低,而金融股涨跌互现。</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至3,120.55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7.618亿新加坡元。下跌的有264家,上涨的有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>资产中,Ascendas REIT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%,云顶新加坡投降0.64%,吉宝集团下跌0.39%,丰树商业信托暴跌0.98%,丰树物流信托下跌0.53%,华侨银行下跌0.27%,胜科实业下跌0.51%,新加坡航空下跌0.20%,新加坡交易所下跌0.21%,新加坡电信下跌0.41%,泰国饮料下跌0.75%,大华银行上涨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</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,因为主要股指周三开盘小幅走低,但随后在下午飙升,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点或1.08%,收于35927.43点,而纳斯达克指数飙升327.94点或2.15%,收于15565.58点,标普500指数上涨75.76点或1.63%,收于4709.85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>华尔街尾盘上涨之前,美联储宣布了人们普遍预期的加快资产购买计划削减步伐的决定。美联储以通胀发展和劳动力市场进一步改善为由表示,已决定将每月净资产购买速度降低 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,预计每月净资产购买步伐的类似降低可能是合适的,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,这让人松了一口气。</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 月份的唯一一次加息预测相比,央行最新预测 2022 年将加息三次。</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>尽管加息前景早于预期,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的提高感到满意。</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下降 460 万桶后,原油期货周三收高。1月份西德克萨斯中质原油期货收盘上涨0.14美元,或0.2%,至每桶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":4475,"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":[],"title":"","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.laohunote.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 可能是一个绝妙的举动</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。在本说明中,我们将讨论此交易的逻辑。</li><li>Mobileye 是自动驾驶汽车技术领域的领先企业之一,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个重要价值释放事件。</li><li>根据我的分析,在当前的市场环境下,Mobileye可以很容易地获得50-100B美元的估值。因此,英特尔只需出售少量股份就可以筹集一大笔钱。</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获得了两全其美的结果。我以 50 美元的价格强力买入英特尔。</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 个月中出现了惊人的反弹,但英特尔(纳斯达克股票代码: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缓解的迹象,英特尔出售了所有能生产的产品。2021年,英特尔将产生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非常强劲。通货膨胀环境应该有利于英特尔等现金流机器。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推出的衍生产品 Mobileye,该产品可能会成为这家芯片巨头价值解锁的催化剂。</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·基辛格概述了一项积极的混合采购和代工计划,旨在让这家半导体巨头重返昔日的辉煌(在前任管理层进行了一些糟糕的执行之后)。从纸面上看,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,并在节点层面重新获得技术领先地位,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影响。随着电动汽车革命,对汽车芯片的需求将会爆炸式增长。因此,芯片短缺可能会持续很多年。只有少数几家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问题的公司。</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,预计该公司从 2023 年到 2027 年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>英特尔将进入一个繁重的资本支出周期,计划将 2022 年的资本支出增加到约 $25B-$28B。由于英特尔股票交易接近过去10年的历史最低估值(按市盈率计算),通过新的股票发行筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最令人憎恨的股票之一,管理层当然没有兴趣疏远更多的投资者基础。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发债,而英特尔的资产负债表和自由现金流产生足够强劲,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在短期内也可能受到影响。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为英特尔增长计划提供资金的唯一可行选择。如果我们看看英特尔的业务,Mobileye 可能是被企业集团大幅折扣掩盖的最被低估的资产。Mobileye是自动驾驶领域的领先企业(市场上最热门的领域之一),在当前的市场环境下,它的交易倍数无疑会比英特尔在2017年支付的价格高得多。因此,Mobileye分拆是英特尔管理层做出的一个非常明智和合乎逻辑的决定。</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 15.3B 美元的惊人价格收购了 Mobileye。自此次收购以来,Mobileye实现了显著的收入增长,实现了众多技术创新,并投入资金解决了自动驾驶技术大规模部署中最关键的问题。与大多数 IPO 不同,Mobileye 已经是一家高利润的公司。因此,英特尔可以通过出售Mobileye的少数股权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>过去 12 个月,Mobileye 的收入为 13.6 亿美元,营业利润为 4.71 亿美元(营业利润率约为 35%)。此外,Mobileye 实现了交付第 1 亿台 EyeQ SOC 的里程碑,推出了量产版 robotaxi(网络将于 2022 年上线),并与 30 家传统汽车制造商合作赢得了 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的进步。</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继续存在,更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其机器人出租车网络将于2022年上线,Mobileye可能会成为第一个推出L3/L4 AV技术的公司。</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没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(以丰富的交易倍数),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(以及未来的机器人出租车业务)而将 Mobileye 与特斯拉(纳斯达克股票代码:TSLA)进行了比较,但我认为它与 Nvidia 更具可比性。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创建 Mobileye 估值的猜测。由于其规模相对较小,我预计 Mobileye 的市盈率会高于这些公司。</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 估值可能在约 $50B 到 $70B 之间。然而,让我们也利用 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>为厘定Mobileye的公允价值,我们将采用我们专有的估值模型。以下是它需要的内容:</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,自由现金流被我们(股东)的资本成本贴现。</li><li></li><li>在步骤2中,该模型考虑了流通股变化(回购/稀释)的影响。</li><li></li><li>在第三步中,我们在十年结束时对未来增长前景进行估值正常化。然后,我们使用今天的股价和 10 年底的预计股价得出 CAGR。如果这比市场有足够的优势,我们就会投资。如果没有,我们等待更好的切入点。</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是一项快速增长、高利润的业务。凭借庞大的TAM和领先的ADAS和自动驾驶汽车[AV]技术,随着2020年代向自动驾驶电动汽车的加速转变,Mobileye将迎来巨大的长期增长趋势。因此,25%的10年CAGR增长率可能是高度保守的。随着 MoovitAV 机器人出租车网络的发展,Mobileye 的利润率可能会更高。因此,当业务成熟且增长放缓时,Mobileye 的自由现金流利润率可以相当轻松地徘徊在 30% 以上(这种情况在未来一二十年内不会发生)。</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 CAGR 收入增长率在 30%-50% 范围内(而不是我们估计的 25%),则 Mobileye 的公允价值将达到约 $88B 至约 $340B。按 1 万美元估值计算,特斯拉隐含 10 年复合年增长率收入增长率约为 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、宝马等传统汽车制造商的现有关系),我认为 Mobileye 比特斯拉更有机会实现这种高速增长。</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 Mobileye 分拆之后,英特尔在 2022 年仍将产生约 73B 美元的收入,对其现金流产生的影响几乎为零。尽管英特尔将在此次交易中失去一项关键资产(实际上并非如此,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)每股仍价值约 70 美元(市值约 280B 美元)(此估值练习可在我之前关于英特尔的文章中找到)。因此,Mobileye 分拆很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2000亿美元左右,通过发行股票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生成仍然强劲,但该公司正在进入一个沉重的资本支出周期,这使得额外的债务筹集变得麻烦。Mobileye是英特尔发展最快的业务线之一。然而,出售其中的一小部分可能会为英特尔带来一大笔钱,这笔钱可以用于帕特·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 亿美元至 1000 亿美元,我认为英特尔最终将从 Mobileye IPO 中筹集约 100 亿美元至 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>英特尔是一头被严重低估的摇钱树,支付健康、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 个月内大幅增值。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:我以 50 美元的价格强力买入英特尔。</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,祝您投资愉快。请在下面的评论区分享您的想法、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 可能是一个绝妙的举动</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 可能是一个绝妙的举动</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。在本说明中,我们将讨论此交易的逻辑。</li><li>Mobileye 是自动驾驶汽车技术领域的领先企业之一,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个重要价值释放事件。</li><li>根据我的分析,在当前的市场环境下,Mobileye可以很容易地获得50-100B美元的估值。因此,英特尔只需出售少量股份就可以筹集一大笔钱。</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获得了两全其美的结果。我以 50 美元的价格强力买入英特尔。</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 个月中出现了惊人的反弹,但英特尔(纳斯达克股票代码: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缓解的迹象,英特尔出售了所有能生产的产品。2021年,英特尔将产生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非常强劲。通货膨胀环境应该有利于英特尔等现金流机器。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推出的衍生产品 Mobileye,该产品可能会成为这家芯片巨头价值解锁的催化剂。</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·基辛格概述了一项积极的混合采购和代工计划,旨在让这家半导体巨头重返昔日的辉煌(在前任管理层进行了一些糟糕的执行之后)。从纸面上看,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,并在节点层面重新获得技术领先地位,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影响。随着电动汽车革命,对汽车芯片的需求将会爆炸式增长。因此,芯片短缺可能会持续很多年。只有少数几家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问题的公司。</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,预计该公司从 2023 年到 2027 年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>英特尔将进入一个繁重的资本支出周期,计划将 2022 年的资本支出增加到约 $25B-$28B。由于英特尔股票交易接近过去10年的历史最低估值(按市盈率计算),通过新的股票发行筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最令人憎恨的股票之一,管理层当然没有兴趣疏远更多的投资者基础。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发债,而英特尔的资产负债表和自由现金流产生足够强劲,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在短期内也可能受到影响。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为英特尔增长计划提供资金的唯一可行选择。如果我们看看英特尔的业务,Mobileye 可能是被企业集团大幅折扣掩盖的最被低估的资产。Mobileye是自动驾驶领域的领先企业(市场上最热门的领域之一),在当前的市场环境下,它的交易倍数无疑会比英特尔在2017年支付的价格高得多。因此,Mobileye分拆是英特尔管理层做出的一个非常明智和合乎逻辑的决定。</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 15.3B 美元的惊人价格收购了 Mobileye。自此次收购以来,Mobileye实现了显著的收入增长,实现了众多技术创新,并投入资金解决了自动驾驶技术大规模部署中最关键的问题。与大多数 IPO 不同,Mobileye 已经是一家高利润的公司。因此,英特尔可以通过出售Mobileye的少数股权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>过去 12 个月,Mobileye 的收入为 13.6 亿美元,营业利润为 4.71 亿美元(营业利润率约为 35%)。此外,Mobileye 实现了交付第 1 亿台 EyeQ SOC 的里程碑,推出了量产版 robotaxi(网络将于 2022 年上线),并与 30 家传统汽车制造商合作赢得了 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的进步。</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继续存在,更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其机器人出租车网络将于2022年上线,Mobileye可能会成为第一个推出L3/L4 AV技术的公司。</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没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(以丰富的交易倍数),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(以及未来的机器人出租车业务)而将 Mobileye 与特斯拉(纳斯达克股票代码:TSLA)进行了比较,但我认为它与 Nvidia 更具可比性。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创建 Mobileye 估值的猜测。由于其规模相对较小,我预计 Mobileye 的市盈率会高于这些公司。</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 估值可能在约 $50B 到 $70B 之间。然而,让我们也利用 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>为厘定Mobileye的公允价值,我们将采用我们专有的估值模型。以下是它需要的内容:</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,自由现金流被我们(股东)的资本成本贴现。</li><li></li><li>在步骤2中,该模型考虑了流通股变化(回购/稀释)的影响。</li><li></li><li>在第三步中,我们在十年结束时对未来增长前景进行估值正常化。然后,我们使用今天的股价和 10 年底的预计股价得出 CAGR。如果这比市场有足够的优势,我们就会投资。如果没有,我们等待更好的切入点。</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是一项快速增长、高利润的业务。凭借庞大的TAM和领先的ADAS和自动驾驶汽车[AV]技术,随着2020年代向自动驾驶电动汽车的加速转变,Mobileye将迎来巨大的长期增长趋势。因此,25%的10年CAGR增长率可能是高度保守的。随着 MoovitAV 机器人出租车网络的发展,Mobileye 的利润率可能会更高。因此,当业务成熟且增长放缓时,Mobileye 的自由现金流利润率可以相当轻松地徘徊在 30% 以上(这种情况在未来一二十年内不会发生)。</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 CAGR 收入增长率在 30%-50% 范围内(而不是我们估计的 25%),则 Mobileye 的公允价值将达到约 $88B 至约 $340B。按 1 万美元估值计算,特斯拉隐含 10 年复合年增长率收入增长率约为 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、宝马等传统汽车制造商的现有关系),我认为 Mobileye 比特斯拉更有机会实现这种高速增长。</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 Mobileye 分拆之后,英特尔在 2022 年仍将产生约 73B 美元的收入,对其现金流产生的影响几乎为零。尽管英特尔将在此次交易中失去一项关键资产(实际上并非如此,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)每股仍价值约 70 美元(市值约 280B 美元)(此估值练习可在我之前关于英特尔的文章中找到)。因此,Mobileye 分拆很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2000亿美元左右,通过发行股票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生成仍然强劲,但该公司正在进入一个沉重的资本支出周期,这使得额外的债务筹集变得麻烦。Mobileye是英特尔发展最快的业务线之一。然而,出售其中的一小部分可能会为英特尔带来一大笔钱,这笔钱可以用于帕特·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 亿美元至 1000 亿美元,我认为英特尔最终将从 Mobileye IPO 中筹集约 100 亿美元至 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>英特尔是一头被严重低估的摇钱树,支付健康、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 个月内大幅增值。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:我以 50 美元的价格强力买入英特尔。</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,祝您投资愉快。请在下面的评论区分享您的想法、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":4561,"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":[],"title":"","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":3069,"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":[],"title":"","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.laohunote.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>轮回IPO:轮回什么时候上市?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>在经历了一个炙手可热的季度后,物联网(IOT)开发商Samsara将于12月15日星期三上市。适当地,它将开始以物联网股票代码进行交易。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>轮回IPO:轮回什么时候上市?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>轮回IPO:轮回什么时候上市?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>在经历了一个炙手可热的季度后,物联网(IOT)开发商Samsara将于12月15日星期三上市。适当地,它将开始以物联网股票代码进行交易。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":4322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}