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2021-12-22

Ohh ..

Disney Chair Discusses Exit Plans, Strategic Acquisitions<blockquote>迪士尼主席讨论退出计划和战略收购</blockquote>

2021-12-22

Up up up

Why Tesla Stock Jumped on Tuesday<blockquote>为什么特斯拉股价周二上涨</blockquote>

2021-12-20

may the festive season bring good news ‌$Sea Ltd(SE)$‌

Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在买入吗？</blockquote>

2021-12-20

so good :D

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2021-12-19

Like

Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>

2021-12-19

Likeeeee

抱歉，原内容已删除

2021-12-18

Something to buy for Christmas.. $Walt Disney(DIS)$

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2021-12-18

$CapLand IntCom T(C38U.SI)$not bad dividend stock

2021-12-18

😶

U.S. stocks sink at Friday's open,Nasdaq Composite Index declines 0.9%<blockquote>美国股市周五开盘下跌，纳斯达克综合指数下跌0.9%</blockquote>

2021-12-18

🍏🍎

Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote>

2021-12-18

😶

Is It Time To Sell Stock In These 10 Top Performers Of 2021?<blockquote>是时候出售这 2021 年表现最好的 10 只股票了吗？</blockquote>

2021-12-17

Like

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2021-12-17

Woah

AMC jumped nearly 7% in premarket trading as Reddit confidentially filed to go public<blockquote>Reddit 秘密申请上市，AMC 在盘前交易中上涨近 7%</blockquote>

2021-12-17

I see..

抱歉，原内容已删除

2021-12-16

$Sea Ltd(SE)$sea please rise

2021-12-16

2022 is coming really soon

抱歉，原内容已删除

2021-12-16

Dividend stocks whee

抱歉，原内容已删除

2021-12-16

🙏🏻

Why Apple Stock Rallied<blockquote>苹果股价为何上涨</blockquote>

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Iger stayed on as chairman through the pandemic.</li>  <li>Iger&nbsp;will officially give&nbsp;up his Chair role at the end of 2021. Iger acknowledged Chapek likely would not make the same decisions he would have made as future problems arise.</li>  <li>Iger also credited the acquisitions of animation studio Pixar, comic book and action hero company Marvel Entertainment and Lucasfilm, home of Star Wars, for turning Disney into an intellectual property behemoth.</li>  <li>Iger said he spent months personally getting to know&nbsp;<b>Apple Inc</b>&nbsp;and Pixar founder Steve Jobs, Star Wars creator George Lucas, former Marvel chairman Ike Perlmutter, and&nbsp;<b>Fox Corp</b>&nbsp;controlling shareholder Rupert Murdoch.</li>  <li>Iger admitted having convinced the founders that he would not disappoint them after completing an acquisition.</li>  <li><b>Price Action:</b>&nbsp;DIS shares closed higher by 3.13% at $151.05 on Tuesday.</li> </ul></p><p><blockquote><ul><li>70 岁的艾格在 2005 年至 2020 年经营迪士尼后即将离开该公司。</li><li>艾格于 2020 年辞去首席执行官一职，由鲍勃·查佩克 (Bob Chapek) 接任。艾格在疫情期间继续担任董事长。</li><li>艾格将于2021年底正式放弃主席职务。艾格承认，当未来的问题出现时，查佩克可能不会做出他所做的同样的决定。</li><li>艾格还认为，收购动画工作室皮克斯、漫画和动作英雄公司漫威娱乐以及《星球大战》的所在地卢卡斯影业将迪士尼变成了知识产权巨头。</li><li>艾格说他花了几个月的时间亲自了解<b>苹果公司</b>皮克斯创始人史蒂夫·乔布斯、《星球大战》创作者乔治·卢卡斯、前漫威董事长艾克·珀尔穆特以及<b>福克斯公司</b>控股股东鲁珀特·默多克。</li><li>艾格承认，他已经让创始人相信，在完成收购后，他不会让他们失望。</li><li><b>价格行为：</b>DIS 股价周二收盘上涨 3.13%，至 151.05 美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Chair Discusses Exit Plans, Strategic Acquisitions<blockquote>迪士尼主席讨论退出计划和战略收购</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\">2021-12-22 09:51</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>The Walt Disney Co</b>&nbsp;Chair and former CEO Bob Iger began thinking about stepping down as CEO after feeling he was becoming too dismissive of other people's opinions,&nbsp;CNBC reports.</p><p><blockquote><b>华特迪士尼公司</b>据 CNBC 报道，董事长兼前首席执行官鲍勃·艾格 (Bob Iger) 在觉得自己变得过于轻视他人的意见后，开始考虑辞去首席执行官一职。</blockquote></p><p> <ul>  <li>Iger, 70, is leaving Disney after running the company from 2005 - 2020.</li>  <li>Iger stepped down in 2020 as CEO, replaced by Bob Chapek. Iger stayed on as chairman through the pandemic.</li>  <li>Iger&nbsp;will officially give&nbsp;up his Chair role at the end of 2021. Iger acknowledged Chapek likely would not make the same decisions he would have made as future problems arise.</li>  <li>Iger also credited the acquisitions of animation studio Pixar, comic book and action hero company Marvel Entertainment and Lucasfilm, home of Star Wars, for turning Disney into an intellectual property behemoth.</li>  <li>Iger said he spent months personally getting to know&nbsp;<b>Apple Inc</b>&nbsp;and Pixar founder Steve Jobs, Star Wars creator George Lucas, former Marvel chairman Ike Perlmutter, and&nbsp;<b>Fox Corp</b>&nbsp;controlling shareholder Rupert Murdoch.</li>  <li>Iger admitted having convinced the founders that he would not disappoint them after completing an acquisition.</li>  <li><b>Price Action:</b>&nbsp;DIS shares closed higher by 3.13% at $151.05 on Tuesday.</li> </ul></p><p><blockquote><ul><li>70 岁的艾格在 2005 年至 2020 年经营迪士尼后即将离开该公司。</li><li>艾格于 2020 年辞去首席执行官一职，由鲍勃·查佩克 (Bob Chapek) 接任。艾格在疫情期间继续担任董事长。</li><li>艾格将于2021年底正式放弃主席职务。艾格承认，当未来的问题出现时，查佩克可能不会做出他所做的同样的决定。</li><li>艾格还认为，收购动画工作室皮克斯、漫画和动作英雄公司漫威娱乐以及《星球大战》的所在地卢卡斯影业将迪士尼变成了知识产权巨头。</li><li>艾格说他花了几个月的时间亲自了解<b>苹果公司</b>皮克斯创始人史蒂夫·乔布斯、《星球大战》创作者乔治·卢卡斯、前漫威董事长艾克·珀尔穆特以及<b>福克斯公司</b>控股股东鲁珀特·默多克。</li><li>艾格承认，他已经让创始人相信，在完成收购后，他不会让他们失望。</li><li><b>价格行为：</b>DIS 股价周二收盘上涨 3.13%，至 151.05 美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112126779","content_text":"The Walt Disney Co Chair and former CEO Bob Iger began thinking about stepping down as CEO after feeling he was becoming too dismissive of other people's opinions, CNBC reports.\n\nIger, 70, is leaving Disney after running the company from 2005 - 2020.\nIger stepped down in 2020 as CEO, replaced by Bob Chapek. Iger stayed on as chairman through the pandemic.\nIger will officially give up his Chair role at the end of 2021. Iger acknowledged Chapek likely would not make the same decisions he would have made as future problems arise.\nIger also credited the acquisitions of animation studio Pixar, comic book and action hero company Marvel Entertainment and Lucasfilm, home of Star Wars, for turning Disney into an intellectual property behemoth.\nIger said he spent months personally getting to know Apple Inc and Pixar founder Steve Jobs, Star Wars creator George Lucas, former Marvel chairman Ike Perlmutter, and Fox Corp controlling shareholder Rupert Murdoch.\nIger admitted having convinced the founders that he would not disappoint them after completing an acquisition.\nPrice Action: DIS shares closed higher by 3.13% at $151.05 on Tuesday.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":4716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691351724,"gmtCreate":1640140431968,"gmtModify":1640140432148,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/691351724","repostId":"1122685744","repostType":4,"repost":{"id":"1122685744","kind":"news","pubTimestamp":1640139942,"share":"https://www.laohunote.com/m/news/1122685744?lang=zh_CN&edition=full","pubTime":"2021-12-22 10:25","market":"us","language":"en","title":"Why Tesla Stock Jumped on Tuesday<blockquote>为什么特斯拉股价周二上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122685744","media":"Motley Fool","summary":"What happened\nShares of Tesla(NASDAQ:TSLA)jumped on Tuesday, rising 4.29% today.\nThe stock's gain wa","content":"<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of&nbsp;<b>Tesla</b>(NASDAQ:TSLA)jumped on Tuesday, rising 4.29% today.</p><p><blockquote>股份<b>特斯拉</b>（纳斯达克股票代码：TSLA）周二上涨，今日上涨4.29%。</blockquote></p><p> The stock's gain was likely primarily driven by an upbeat day in the overall market -- especially for&nbsp;growth stocks&nbsp;like Tesla.</p><p><blockquote>该股的上涨可能主要是由整体市场乐观的一天推动的，尤其是特斯拉等成长型股票。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Capturing optimism in the overall market on Tuesday, the&nbsp;<b>S&amp;P 500</b>&nbsp;was up 1.78% today. The tech-heavy&nbsp;<b>Nasdaq Composite</b>, however, was up 2.4%. Many growth stocks like Tesla were up several percentage points or more, rebounding some from a sharp sell-off earlier this month.</p><p><blockquote>周二，整个市场充满乐观情绪，<b>标普500</b>今天上涨1.78%。科技密集型<b>纳斯达克复合材料</b>然而，上涨了 2.4%。特斯拉等许多成长型股票上涨了几个百分点或更多，其中一些股票从本月早些时候的大幅抛售中反弹。</blockquote></p><p> Tesla stock's gain today represents a bit of a rebound from a steep sell-off recently. Even including today's gain, the stock has slid 25% from a high of more than $1,243 just a few months ago.</p><p><blockquote>特斯拉股票今天的上涨代表了从最近的大幅抛售中的一点反弹。即使算上今天的涨幅，该股也已从几个月前超过 1,243 美元的高点下跌了 25%。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> As the year wraps up, Tesla investors have the company's&nbsp;fourth-quarter vehicle deliveries&nbsp;to look forward to. While the challenging global supply chain and logistics environment that Tesla is operating in makes it difficult to forecast the quarter, analysts are expecting record deliveries during the period. But a wide range of outcomes are possible.</p><p><blockquote>随着年底的结束，特斯拉投资者可以期待该公司第四季度的汽车交付量。尽管特斯拉运营所处的全球供应链和物流环境充满挑战，因此很难预测本季度的业绩，但分析师预计在此期间的交付量将创纪录。但是各种各样的结果都是可能的。</blockquote></p><p> Tesla delivered 241,391 vehicles in its third quarter, representing 73% year-over-year growth. For the current quarter, analysts generally expect 260,000 or more deliveries. This would put total deliveries for the year at over 887,000 -- far higher than the 500,000 vehicles the company delivered in 2020.</p><p><blockquote>特斯拉第三季度交付汽车241,391辆，同比增长73%。对于本季度，分析师普遍预计交付量为 260,000 辆或更多。这将使今年的总交付量超过 887,000 辆，远高于该公司 2020 年交付的 500,000 辆汽车。</blockquote></p><p> The company usually posts its quarterly deliveries within three calendar days of each quarter's end, or somewhere around Jan. 1 to Jan. 3 for Tesla's Q4.</p><p><blockquote>该公司通常在每个季度结束后的三个日历日内发布季度交付情况，或者特斯拉第四季度的 1 月 1 日至 1 月 3 日左右发布季度交付情况。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Stock Jumped on Tuesday<blockquote>为什么特斯拉股价周二上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Stock Jumped on Tuesday<blockquote>为什么特斯拉股价周二上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-22 10:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of&nbsp;<b>Tesla</b>(NASDAQ:TSLA)jumped on Tuesday, rising 4.29% today.</p><p><blockquote>股份<b>特斯拉</b>（纳斯达克股票代码：TSLA）周二上涨，今日上涨4.29%。</blockquote></p><p> The stock's gain was likely primarily driven by an upbeat day in the overall market -- especially for&nbsp;growth stocks&nbsp;like Tesla.</p><p><blockquote>该股的上涨可能主要是由整体市场乐观的一天推动的，尤其是特斯拉等成长型股票。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Capturing optimism in the overall market on Tuesday, the&nbsp;<b>S&amp;P 500</b>&nbsp;was up 1.78% today. The tech-heavy&nbsp;<b>Nasdaq Composite</b>, however, was up 2.4%. Many growth stocks like Tesla were up several percentage points or more, rebounding some from a sharp sell-off earlier this month.</p><p><blockquote>周二，整个市场充满乐观情绪，<b>标普500</b>今天上涨1.78%。科技密集型<b>纳斯达克复合材料</b>然而，上涨了 2.4%。特斯拉等许多成长型股票上涨了几个百分点或更多，其中一些股票从本月早些时候的大幅抛售中反弹。</blockquote></p><p> Tesla stock's gain today represents a bit of a rebound from a steep sell-off recently. Even including today's gain, the stock has slid 25% from a high of more than $1,243 just a few months ago.</p><p><blockquote>特斯拉股票今天的上涨代表了从最近的大幅抛售中的一点反弹。即使算上今天的涨幅，该股也已从几个月前超过 1,243 美元的高点下跌了 25%。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> As the year wraps up, Tesla investors have the company's&nbsp;fourth-quarter vehicle deliveries&nbsp;to look forward to. While the challenging global supply chain and logistics environment that Tesla is operating in makes it difficult to forecast the quarter, analysts are expecting record deliveries during the period. But a wide range of outcomes are possible.</p><p><blockquote>随着年底的结束，特斯拉投资者可以期待该公司第四季度的汽车交付量。尽管特斯拉运营所处的全球供应链和物流环境充满挑战，因此很难预测本季度的业绩，但分析师预计在此期间的交付量将创纪录。但是各种各样的结果都是可能的。</blockquote></p><p> Tesla delivered 241,391 vehicles in its third quarter, representing 73% year-over-year growth. For the current quarter, analysts generally expect 260,000 or more deliveries. This would put total deliveries for the year at over 887,000 -- far higher than the 500,000 vehicles the company delivered in 2020.</p><p><blockquote>特斯拉第三季度交付汽车241,391辆，同比增长73%。对于本季度，分析师普遍预计交付量为 260,000 辆或更多。这将使今年的总交付量超过 887,000 辆，远高于该公司 2020 年交付的 500,000 辆汽车。</blockquote></p><p> The company usually posts its quarterly deliveries within three calendar days of each quarter's end, or somewhere around Jan. 1 to Jan. 3 for Tesla's Q4.</p><p><blockquote>该公司通常在每个季度结束后的三个日历日内发布季度交付情况，或者特斯拉第四季度的 1 月 1 日至 1 月 3 日左右发布季度交付情况。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/21/why-tesla-stock-jumped-on-tuesday/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/12/21/why-tesla-stock-jumped-on-tuesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122685744","content_text":"What happened\nShares of Tesla(NASDAQ:TSLA)jumped on Tuesday, rising 4.29% today.\nThe stock's gain was likely primarily driven by an upbeat day in the overall market -- especially for growth stocks like Tesla.\nSo what\nCapturing optimism in the overall market on Tuesday, the S&P 500 was up 1.78% today. The tech-heavy Nasdaq Composite, however, was up 2.4%. Many growth stocks like Tesla were up several percentage points or more, rebounding some from a sharp sell-off earlier this month.\nTesla stock's gain today represents a bit of a rebound from a steep sell-off recently. Even including today's gain, the stock has slid 25% from a high of more than $1,243 just a few months ago.\nNow what\nAs the year wraps up, Tesla investors have the company's fourth-quarter vehicle deliveries to look forward to. While the challenging global supply chain and logistics environment that Tesla is operating in makes it difficult to forecast the quarter, analysts are expecting record deliveries during the period. But a wide range of outcomes are possible.\nTesla delivered 241,391 vehicles in its third quarter, representing 73% year-over-year growth. For the current quarter, analysts generally expect 260,000 or more deliveries. This would put total deliveries for the year at over 887,000 -- far higher than the 500,000 vehicles the company delivered in 2020.\nThe company usually posts its quarterly deliveries within three calendar days of each quarter's end, or somewhere around Jan. 1 to Jan. 3 for Tesla's Q4.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":4187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693188979,"gmtCreate":1639985633197,"gmtModify":1639985633326,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"may the festive season&nbsp;bring good news&nbsp;‌<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>‌","listText":"may the festive season&nbsp;bring good news&nbsp;‌<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>‌","text":"may the festive season bring good news ‌$Sea Ltd(SE)$‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693188979","repostId":"1109541249","repostType":4,"repost":{"id":"1109541249","kind":"news","pubTimestamp":1639972523,"share":"https://www.laohunote.com/m/news/1109541249?lang=zh_CN&edition=full","pubTime":"2021-12-20 11:55","market":"us","language":"en","title":"Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109541249","media":"Seeking Alpha","summary":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the mar","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li>  <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li>  <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于市场成长型股票大幅抛售，Sea Limited 的股票最近遭受重创。</li><li>然而，我们认为其快速增长的基本论点仍然稳固。</li><li>我们讨论为什么投资者应该利用最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE)&nbsp;stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited（纽约证券交易所股票代码：SE）股票是我们最相信的成长型股票之一，在上个月遭受了严重打击。自 10 月份创下历史新高 (ATH) 以来，其价格已大幅下跌 43%。关于该股下跌的原因有很多。我们建议投资者不要过多地解读它们。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行，该股在 2021 年表现出色。因此，当恐惧袭击成长型股票时，这种程度的获利了结并不奇怪。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外，近期全市场成长股的大幅回调也对SE股造成了沉重打击。但是，我们并不担心。短期内，显著的波动性始终是影响SE等成长股表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是，我们观察到，自第三季度报告以来，SE 股票的一致目标价已被上调。此外，其目标价与其当前股价之间的差距已经大于其上一次在4月/5月的大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部 DCF 估值模型还指出了一只目前被严重低估的股票。由于市场的短视，自4月/5月以来，我们又迎来了一个绝佳的机会，再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论为什么我们认为投资者不应该错过这个难以置信的机会来增加对优秀成长型股票的投资。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE 股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现（截至21年12月17日）。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于最近的大幅调整，SE股票的年初至今回报率已降至6.9%，因此跑输大盘。值得注意的是，其年初至今的涨幅在10月/11月初高达80%。尽管如此，如上图所示，该股的表现仍然优于电子零售商和游戏同行。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>Sea 股票预测一直被上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订后的收入平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到，该公司对 21-23 财年的收入共识预期在过去五个月中一直被上调。这些修订为公司未来两年强劲的增长前景提供了可信度。值得注意的是，Sea Limited 的收入预计将通过2023财年以 42.8% 的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article&nbsp;that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>第三季度成绩单中对 Garena 游戏部门的增长率表示担忧。我们还在之前的文章中解释说，Sea Limited 已明确解释说，投资者应该期待 Garena 在经历了辉煌的两年后增长恢复正常。然而，其变现能力继续令人眼花缭乱。因此，我们相信 Garena 能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the&nbsp;top ten mobile games in terms of overall gaming revenue&nbsp;in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among&nbsp;eight games globally whose annual revenue crossed $1B&nbsp;as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外，Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲表现。就11月游戏整体收入而言，它继续位居移动游戏前十。此外，它在App Store和Google Play的总下载量中也排名第二。值得注意的是，截至12月14日，它也是全球八款年收入超过10亿美元的游戏之一。因此，我们认为关于Free Fire“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源：谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外，全球博彩市场在去年大幅增长 23% 至 177.8B 美元后，预计将略有下降至 175.8B 美元。然而，鉴于尽管全球市场下滑，Garena 在 2021 财年仍实现了令人印象深刻的增长，我们相信这验证了其商业模式和前景。值得注意的是，博彩市场有望在未来扭转颓势。因此，在全球游戏市场复苏的推动下，Garena 在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee 调整了每个订单的 EBITDA。数据来源：公司文件</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是，一些投资者可能对 Shopee（Sea Limited 的电子商务部门）向新地理市场的持续扩张感到害怕。值得注意的是，Shopee 继续报告每个订单的调整后 EBITDA 损失，如上所示。因此，一些投资者可能担心该公司的盘子是否有太多难以处理。在过去的三个月里，该公司进入了印度、法国、西班牙和波兰等新市场。此外，它还在拉丁美洲，特别是巴西与自由市场（MELI）的斗争。因此，人们担心 Sea Limited 能否在这些市场继续其娴熟的执行，同时仍在亏损。我们认为这种担忧是合理的。然而，Sea Limited 在渗透现有企业拥有强大领导地位的最重要市场方面表现出了巨大的能力。它包括东南亚的Lazada（BABA）、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是，它利用了“后来者”的优势，试图与现任者竞争。值得注意的是，Sea Limited并不反对竞争。它与现有企业相比蓬勃发展，并使这些地理区域的电子商务领域更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订调整后每股收益平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而，由于其电子商务的扩张，盈利之路可能会进一步延长。读者可以快速浏览上图，其中2023财年在过去五个月中对其调整后的每股收益预期进行了下调。然而，我们认为，如果您是至少有五年期限的长期投资者，则无需担心。Sea Limited 的早期投资者可以清楚地回忆起该公司每笔订单的巨额调整后 EBITDA 损失，如上图表所示。Shopee 在过去五年中规模巨大，并进一步提高了运营杠杆。但是，重要的是要注意，扩大规模需要时间。因此，预计新地理市场的早期亏损。但是，管理层在过去三年中已经展示了其执行能力。考虑到过去几年调整后 EBITDA 亏损大幅减少，我们相信 Shopee 比以前更有能力进行扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么，SE 股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE 股票的 EV/NTM 收入为 8.3 倍。因此，它已将其恢复到 4 年 NTM 收入倍数平均值 8.6 倍。我们相信现在有一个绝佳的机会，因为市场无疑已经反应过度。正如清楚地表明的那样，SE 仍有望在未来实现巨大的收入增长，尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到其2023财年收入预期，SE 股票的交易价格仅为2023财年收入的 5.8 倍。没有人能够准确预测该股未来几个月的走势。但是，我们认为现在这是一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE 股价目标与实际价格趋势。来源：Seeking Alpha</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外，读者可以观察到，SE 股票的共识目标价 (PT) 405.87 美元与其当前价格之间的估值差距一段时间以来从未如此显着。这比4月/5月的上一次大幅调整更加明显。值得注意的是，尽管存在所谓的“博彩逆风”，但共识目标价格已被上调。而且，如果你看一下价格图表，随着时间的推移，SE 股价一直非常一致地遵循修订后的 PT 趋势。因此，当前价格可能是您在很长一段时间内观察到的最大折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&amp;P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源：S&amp;P Capital IQ、公司文件、作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的 DCF 模型还显示，SE 股票目前被严重低估，隐含公允价值为 371.46 美元。我们在模型中也使用了合理的估计。此外，我们相信，随着SE在新市场的扩大规模，SE将继续获得显著的运营杠杆。我们预计，到 2025 财年，其调整后 EBITDA 利润率可能达到 15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后，该股还在测试一个关键支撑位，该支撑位自 2021 年初以来一直有力地支撑着该股的上涨。因此，有足够的理由相信，目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此，<i>我们将 SE 股票评级修改为强力买入</i>.</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>Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在买入吗？</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\">\nSea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在买入吗？</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\">2021-12-20 11:55</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>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li>  <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li>  <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于市场成长型股票大幅抛售，Sea Limited 的股票最近遭受重创。</li><li>然而，我们认为其快速增长的基本论点仍然稳固。</li><li>我们讨论为什么投资者应该利用最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE)&nbsp;stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited（纽约证券交易所股票代码：SE）股票是我们最相信的成长型股票之一，在上个月遭受了严重打击。自 10 月份创下历史新高 (ATH) 以来，其价格已大幅下跌 43%。关于该股下跌的原因有很多。我们建议投资者不要过多地解读它们。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行，该股在 2021 年表现出色。因此，当恐惧袭击成长型股票时，这种程度的获利了结并不奇怪。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外，近期全市场成长股的大幅回调也对SE股造成了沉重打击。但是，我们并不担心。短期内，显著的波动性始终是影响SE等成长股表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是，我们观察到，自第三季度报告以来，SE 股票的一致目标价已被上调。此外，其目标价与其当前股价之间的差距已经大于其上一次在4月/5月的大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部 DCF 估值模型还指出了一只目前被严重低估的股票。由于市场的短视，自4月/5月以来，我们又迎来了一个绝佳的机会，再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论为什么我们认为投资者不应该错过这个难以置信的机会来增加对优秀成长型股票的投资。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE 股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现（截至21年12月17日）。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于最近的大幅调整，SE股票的年初至今回报率已降至6.9%，因此跑输大盘。值得注意的是，其年初至今的涨幅在10月/11月初高达80%。尽管如此，如上图所示，该股的表现仍然优于电子零售商和游戏同行。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>Sea 股票预测一直被上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订后的收入平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到，该公司对 21-23 财年的收入共识预期在过去五个月中一直被上调。这些修订为公司未来两年强劲的增长前景提供了可信度。值得注意的是，Sea Limited 的收入预计将通过2023财年以 42.8% 的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article&nbsp;that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>第三季度成绩单中对 Garena 游戏部门的增长率表示担忧。我们还在之前的文章中解释说，Sea Limited 已明确解释说，投资者应该期待 Garena 在经历了辉煌的两年后增长恢复正常。然而，其变现能力继续令人眼花缭乱。因此，我们相信 Garena 能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the&nbsp;top ten mobile games in terms of overall gaming revenue&nbsp;in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among&nbsp;eight games globally whose annual revenue crossed $1B&nbsp;as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外，Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲表现。就11月游戏整体收入而言，它继续位居移动游戏前十。此外，它在App Store和Google Play的总下载量中也排名第二。值得注意的是，截至12月14日，它也是全球八款年收入超过10亿美元的游戏之一。因此，我们认为关于Free Fire“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源：谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外，全球博彩市场在去年大幅增长 23% 至 177.8B 美元后，预计将略有下降至 175.8B 美元。然而，鉴于尽管全球市场下滑，Garena 在 2021 财年仍实现了令人印象深刻的增长，我们相信这验证了其商业模式和前景。值得注意的是，博彩市场有望在未来扭转颓势。因此，在全球游戏市场复苏的推动下，Garena 在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee 调整了每个订单的 EBITDA。数据来源：公司文件</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是，一些投资者可能对 Shopee（Sea Limited 的电子商务部门）向新地理市场的持续扩张感到害怕。值得注意的是，Shopee 继续报告每个订单的调整后 EBITDA 损失，如上所示。因此，一些投资者可能担心该公司的盘子是否有太多难以处理。在过去的三个月里，该公司进入了印度、法国、西班牙和波兰等新市场。此外，它还在拉丁美洲，特别是巴西与自由市场（MELI）的斗争。因此，人们担心 Sea Limited 能否在这些市场继续其娴熟的执行，同时仍在亏损。我们认为这种担忧是合理的。然而，Sea Limited 在渗透现有企业拥有强大领导地位的最重要市场方面表现出了巨大的能力。它包括东南亚的Lazada（BABA）、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是，它利用了“后来者”的优势，试图与现任者竞争。值得注意的是，Sea Limited并不反对竞争。它与现有企业相比蓬勃发展，并使这些地理区域的电子商务领域更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订调整后每股收益平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而，由于其电子商务的扩张，盈利之路可能会进一步延长。读者可以快速浏览上图，其中2023财年在过去五个月中对其调整后的每股收益预期进行了下调。然而，我们认为，如果您是至少有五年期限的长期投资者，则无需担心。Sea Limited 的早期投资者可以清楚地回忆起该公司每笔订单的巨额调整后 EBITDA 损失，如上图表所示。Shopee 在过去五年中规模巨大，并进一步提高了运营杠杆。但是，重要的是要注意，扩大规模需要时间。因此，预计新地理市场的早期亏损。但是，管理层在过去三年中已经展示了其执行能力。考虑到过去几年调整后 EBITDA 亏损大幅减少，我们相信 Shopee 比以前更有能力进行扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么，SE 股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE 股票的 EV/NTM 收入为 8.3 倍。因此，它已将其恢复到 4 年 NTM 收入倍数平均值 8.6 倍。我们相信现在有一个绝佳的机会，因为市场无疑已经反应过度。正如清楚地表明的那样，SE 仍有望在未来实现巨大的收入增长，尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到其2023财年收入预期，SE 股票的交易价格仅为2023财年收入的 5.8 倍。没有人能够准确预测该股未来几个月的走势。但是，我们认为现在这是一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE 股价目标与实际价格趋势。来源：Seeking Alpha</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外，读者可以观察到，SE 股票的共识目标价 (PT) 405.87 美元与其当前价格之间的估值差距一段时间以来从未如此显着。这比4月/5月的上一次大幅调整更加明显。值得注意的是，尽管存在所谓的“博彩逆风”，但共识目标价格已被上调。而且，如果你看一下价格图表，随着时间的推移，SE 股价一直非常一致地遵循修订后的 PT 趋势。因此，当前价格可能是您在很长一段时间内观察到的最大折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&amp;P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源：S&amp;P Capital IQ、公司文件、作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的 DCF 模型还显示，SE 股票目前被严重低估，隐含公允价值为 371.46 美元。我们在模型中也使用了合理的估计。此外，我们相信，随着SE在新市场的扩大规模，SE将继续获得显著的运营杠杆。我们预计，到 2025 财年，其调整后 EBITDA 利润率可能达到 15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后，该股还在测试一个关键支撑位，该支撑位自 2021 年初以来一直有力地支撑着该股的上涨。因此，有足够的理由相信，目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此，<i>我们将 SE 股票评级修改为强力买入</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109541249","content_text":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss why investors should capitalize on its recent significant correction to add exposure.\n\nkokkai/iStock Unreleased via Getty Images\nInvestment Thesis\nSea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.\nMoreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.\nNotably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.\nOur internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.\nWe discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.\nSE Stock YTD Performance\nSE stock YTD performance (as of 17 December'21).\nAs a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.\nSea Stock Estimates Have Consistently Been Revised Upwards\nSea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nReaders can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.\nThere were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.\nMoreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.\nGlobal games market forecast. Source: Google, Newzoo\nIn addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.\nShopee adjusted EBITDA per order. Data source: Company filings\nBut, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.\nSea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nNevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.\nSo, is SE Stock a Buy Now?\nSE stock EV/NTM Revenue 4Y mean.\nSE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.\nConsidering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.\nSE stock price target Vs. actual price trend. Source: Seeking Alpha\nMoreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.\nSE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author\nOur DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.\nLastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.\nConsequently,we revise our rating on SE stock to Strong Buy.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":5257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693181125,"gmtCreate":1639985501975,"gmtModify":1639985502148,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"so good :D","listText":"so good :D","text":"so good :D","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693181125","repostId":"2192076079","repostType":4,"isVote":1,"tweetType":1,"viewCount":2549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699736880,"gmtCreate":1639891011137,"gmtModify":1639891011251,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699736880","repostId":"1116106959","repostType":4,"repost":{"id":"1116106959","kind":"news","pubTimestamp":1639785552,"share":"https://www.laohunote.com/m/news/1116106959?lang=zh_CN&edition=full","pubTime":"2021-12-18 07:59","market":"us","language":"en","title":"Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116106959","media":"Reuters","summary":" - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.The S","content":"<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>（路透社） - 华尔街周五收低，受到大型科技公司的拖累，投资者担心奥密克戎冠状病毒变种，并消化了美联储更快结束大流行时代刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示到 2022 年底加息三个四分之一个百分点以应对通胀飙升后，美国三大股指本周全部下跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&amp;P 500 and Nasdaq.</p><p><blockquote>英伟达下跌 2.1%，Alphabet下跌 1.9%，均令标普500和纳斯达克承压。</blockquote></p><p> The S&amp;P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%，价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&amp;P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11个主要板块指数全部下跌，其中金融股领跌2.3%。能源损失2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞公司周五表示，疫情可能会持续到明年，这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备，一项研究警告说，快速传播的奥密克戎冠状病毒变种再次感染人们的可能性是其前身德尔塔的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出，年终税收抛售以及股票期权、股指期货和指数期权合约同时到期（被称为三重巫术）是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>“这是一个重要的期权到期日，”新泽西州查塔姆 Themis Trading 的交易联席经理 Joe Saluzzi 表示。“现在你再加上一些奥密克戎，你就会出现波动，我认为这会给投资者带来很多不确定性。你打算在年底前把仓位放在哪里？”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&amp;P 500 index gained around 23% in the same period.</p><p><blockquote>2021年，英伟达和微软等权重成长股的表现优于大盘，而费城东南半导体指数则飙升约35%。同期，基准标普500指数上涨约 23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&amp;P 500 lost 1.03% to 4,620.64.</p><p><blockquote>在周五的交易中，道琼斯工业平均指数下跌1.48%，收于35,365.44点，而标普500指数下跌1.03%，至4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌 0.07%，至 15,169.68 点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>从积极的方面来看，小盘股罗素 2000 指数在从 11 月初的历史高点下跌超过 10% 后反弹 1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期，美国交易所的成交量跃升至 166 亿股，远高于过去 20 个交易日 119 亿股的平均水平。</blockquote></p><p> For the week, the S&amp;P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周，标普500指数下跌1.9%，道琼斯指数下跌1.7%，纳斯达克指数下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>在周五的交易中，甲骨文暴跌 6.4%，此前《华尔街日报》报道了这家企业软件制造商正在洽谈收购电子病历公司 Cerner，交易价值可能为 300 亿美元。Cerner 股价飙升 12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>联邦快递公司 (FedEx Corp) 周四恢复了最初的 2022 财年预测，尽管持续的劳动力困境削弱了利润，但该公司股价上涨近 5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 1.50 比 1；在纳斯达克，1.16比1的比率有利于进步人士。</blockquote></p><p> The S&amp;P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下 22 个 52 周新高和 7 个新低；纳斯达克综合指数创下28个新高和341个新低。</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>Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-18 07:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>（路透社） - 华尔街周五收低，受到大型科技公司的拖累，投资者担心奥密克戎冠状病毒变种，并消化了美联储更快结束大流行时代刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示到 2022 年底加息三个四分之一个百分点以应对通胀飙升后，美国三大股指本周全部下跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&amp;P 500 and Nasdaq.</p><p><blockquote>英伟达下跌 2.1%，Alphabet下跌 1.9%，均令标普500和纳斯达克承压。</blockquote></p><p> The S&amp;P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%，价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&amp;P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11个主要板块指数全部下跌，其中金融股领跌2.3%。能源损失2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞公司周五表示，疫情可能会持续到明年，这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备，一项研究警告说，快速传播的奥密克戎冠状病毒变种再次感染人们的可能性是其前身德尔塔的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出，年终税收抛售以及股票期权、股指期货和指数期权合约同时到期（被称为三重巫术）是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>“这是一个重要的期权到期日，”新泽西州查塔姆 Themis Trading 的交易联席经理 Joe Saluzzi 表示。“现在你再加上一些奥密克戎，你就会出现波动，我认为这会给投资者带来很多不确定性。你打算在年底前把仓位放在哪里？”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&amp;P 500 index gained around 23% in the same period.</p><p><blockquote>2021年，英伟达和微软等权重成长股的表现优于大盘，而费城东南半导体指数则飙升约35%。同期，基准标普500指数上涨约 23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&amp;P 500 lost 1.03% to 4,620.64.</p><p><blockquote>在周五的交易中，道琼斯工业平均指数下跌1.48%，收于35,365.44点，而标普500指数下跌1.03%，至4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌 0.07%，至 15,169.68 点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>从积极的方面来看，小盘股罗素 2000 指数在从 11 月初的历史高点下跌超过 10% 后反弹 1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期，美国交易所的成交量跃升至 166 亿股，远高于过去 20 个交易日 119 亿股的平均水平。</blockquote></p><p> For the week, the S&amp;P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周，标普500指数下跌1.9%，道琼斯指数下跌1.7%，纳斯达克指数下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>在周五的交易中，甲骨文暴跌 6.4%，此前《华尔街日报》报道了这家企业软件制造商正在洽谈收购电子病历公司 Cerner，交易价值可能为 300 亿美元。Cerner 股价飙升 12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>联邦快递公司 (FedEx Corp) 周四恢复了最初的 2022 财年预测，尽管持续的劳动力困境削弱了利润，但该公司股价上涨近 5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 1.50 比 1；在纳斯达克，1.16比1的比率有利于进步人士。</blockquote></p><p> The S&amp;P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下 22 个 52 周新高和 7 个新低；纳斯达克综合指数创下28个新高和341个新低。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html\">Reuters</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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116106959","content_text":"(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.\nAll three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.\nNvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.\nThe S&P 500 growth index lost 0.7% and the value index declined 1.4%.\nAll of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.\nAdding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.\nTraders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.\n\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"\nHeavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.\nIn Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.\nThe Nasdaq Composite dropped 0.07% to 15,169.68.\nOn a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.\nWith options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.\nFor the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.\nIn Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.\nFedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.\nThe S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699736332,"gmtCreate":1639890959338,"gmtModify":1639890959462,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"Likeeeee","listText":"Likeeeee","text":"Likeeeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699736332","repostId":"2192035909","repostType":4,"isVote":1,"tweetType":1,"viewCount":3770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699511099,"gmtCreate":1639837289481,"gmtModify":1639838040024,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"Something to buy for&nbsp;Christmas..&nbsp;<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>","listText":"Something to buy for&nbsp;Christmas..&nbsp;<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>","text":"Something to buy for Christmas.. $Walt Disney(DIS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699511099","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":4413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699635310,"gmtCreate":1639790152433,"gmtModify":1639790152559,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a>not bad&nbsp;dividend stock","listText":"<a href=\"https://laohu8.com/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a>not bad&nbsp;dividend stock","text":"$CapLand IntCom T(C38U.SI)$not bad dividend stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699635310","isVote":1,"tweetType":1,"viewCount":4001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699632017,"gmtCreate":1639790009484,"gmtModify":1639790010487,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"😶","listText":"😶","text":"😶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699632017","repostId":"1114105828","repostType":4,"repost":{"id":"1114105828","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639751560,"share":"https://www.laohunote.com/m/news/1114105828?lang=zh_CN&edition=full","pubTime":"2021-12-17 22:32","market":"us","language":"en","title":"U.S. stocks sink at Friday's open,Nasdaq Composite Index declines 0.9%<blockquote>美国股市周五开盘下跌，纳斯达克综合指数下跌0.9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114105828","media":"Tiger Newspress","summary":"U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq ","content":"<p>U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq Composite Index declines 0.9%,Dow trades 0.5% lower; S&amp;P 500 down 0.6%.</p><p><blockquote>美国股市周五开盘下跌，10年期国债收益率跌破1.4%，美联储本周上限，纳斯达克综合指数下跌0.9%，道琼斯指数下跌0.5%；标普500下跌0.6%。</blockquote></p><p> Shares of FedEx (FDX) jumped after the shipping giant raised its full-year earnings forecast, delivered better-than-expected fiscal second-quarter results and authorized a new $5 billion stock buyback program. Rivian (RIVN), meanwhile, saw shares sink following its first quarterly report since its IPO last month. The electric-vehicle makersaid in its shareholder letterit expected to be \"a few hundred vehicles short\" of its prior target of producing 1,200 units by the end of this year.</p><p><blockquote>航运巨头联邦快递 (FDX) 上调全年盈利预期、第二财季业绩好于预期并授权新的 50 亿美元股票回购计划后，该公司股价上涨。与此同时，Rivian (RIVN) 在发布自上个月 IPO 以来的首份季度报告后股价下跌。这家电动汽车制造商在致股东信中表示，预计到今年年底生产 1,200 辆汽车的目标将“少几百辆”。</blockquote></p><p> Investors' main focus this week has remained fixed on the Federal Reserve's updated outlook on monetary policy for next year, with the central bank's projections delivered mid-week suggesting the Fedcould hike interest rates three times next year.</p><p><blockquote>投资者本周的主要关注点仍然是美联储对明年货币政策的最新展望，央行周中发布的预测表明美联储明年可能加息三次。</blockquote></p><p> The specter of higher rates — and a lower-liquidity environment as the central bank also speeds up the tapering process of its asset purchases — has continued to weigh heavily on longer-duration technology and growth stocks valued heavily on future earnings potential. The Nasdaq Composite has fallen by 5% over the past month through Thursday's close. And shares of some notable technology stocks extended declines on Friday, with Apple (AAPL) shares dropping by more than 1% in early trading after a nearly 4% decrease on Thursday.</p><p><blockquote>利率上升的幽灵——以及随着央行也加快缩减资产购买进程而导致的流动性环境下降——继续给长期期限较长的科技股和成长型股票带来沉重压力，这些股票对未来盈利潜力估值较高。截至周四收盘，纳斯达克综合指数在过去一个月下跌了 5%。一些著名科技股的股价周五延续跌势，苹果 (AAPL) 股价继周四下跌近 4% 后，早盘交易中下跌超过 1%。</blockquote></p><p> On the other hand, cyclical stocks in the energy and financials sectors outperformed on Thursday, with the prospects of higher interest rates and stronger growth seen as benefitting these sectors.</p><p><blockquote>另一方面，能源和金融行业的周期性股票周四表现优异，利率上升和增长强劲的前景被视为有利于这些行业。</blockquote></p><p> \"The thing investors have to understand is, we're going through a major transition in monetary policy,\" Troy Gayeski, FS Investments chief market strategist,told Yahoo Finance Live on Thursday.\"The Fed has been running emergency policies arguably far longer than they should have been, and as that money supply growth slows down as they ease off the balance sheet expansion and ultimately hike next year, one would at least expect more volatility in markets. And that's really what we've been seeing the last month.\"</p><p><blockquote>FS Investments 首席市场策略师特洛伊·盖耶斯基 (Troy Gayeski) 周四对雅虎财经直播表示：“投资者必须明白的是，我们正在经历货币政策的重大转变。”美联储实施紧急政策的时间可以说远远超过了应该的时间，随着货币供应量增长放缓，随着资产负债表扩张的放松，并最终在明年加息，人们至少可以预计市场会出现更大的波动。这确实是我们上个月所看到的。”</blockquote></p><p> \"The biggest difference between now and six months ago, or even more than a year ago, is you could pretty much go long anything and you were confident it was going to go up. The economy was booming, we had a lot of fiscal stimulus, we still had unprecedented monetary policy stimulus,\" he added. \"And it's a very different environment in 2022 where you're going to have to pick and choose much more carefully.\"</p><p><blockquote>“现在与六个月前，甚至一年多前最大的区别在于，你几乎可以做多任何事情，而且你有信心它会上涨。经济正在蓬勃发展，我们有很多财政刺激，我们仍然有前所未有的货币政策刺激，”他补充道。“2022 年的环境截然不同，你必须更加仔细地挑选。”</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>U.S. stocks sink at Friday's open,Nasdaq Composite Index declines 0.9%<blockquote>美国股市周五开盘下跌，纳斯达克综合指数下跌0.9%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nU.S. stocks sink at Friday's open,Nasdaq Composite Index declines 0.9%<blockquote>美国股市周五开盘下跌，纳斯达克综合指数下跌0.9%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-17 22:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq Composite Index declines 0.9%,Dow trades 0.5% lower; S&amp;P 500 down 0.6%.</p><p><blockquote>美国股市周五开盘下跌，10年期国债收益率跌破1.4%，美联储本周上限，纳斯达克综合指数下跌0.9%，道琼斯指数下跌0.5%；标普500下跌0.6%。</blockquote></p><p> Shares of FedEx (FDX) jumped after the shipping giant raised its full-year earnings forecast, delivered better-than-expected fiscal second-quarter results and authorized a new $5 billion stock buyback program. Rivian (RIVN), meanwhile, saw shares sink following its first quarterly report since its IPO last month. The electric-vehicle makersaid in its shareholder letterit expected to be \"a few hundred vehicles short\" of its prior target of producing 1,200 units by the end of this year.</p><p><blockquote>航运巨头联邦快递 (FDX) 上调全年盈利预期、第二财季业绩好于预期并授权新的 50 亿美元股票回购计划后，该公司股价上涨。与此同时，Rivian (RIVN) 在发布自上个月 IPO 以来的首份季度报告后股价下跌。这家电动汽车制造商在致股东信中表示，预计到今年年底生产 1,200 辆汽车的目标将“少几百辆”。</blockquote></p><p> Investors' main focus this week has remained fixed on the Federal Reserve's updated outlook on monetary policy for next year, with the central bank's projections delivered mid-week suggesting the Fedcould hike interest rates three times next year.</p><p><blockquote>投资者本周的主要关注点仍然是美联储对明年货币政策的最新展望，央行周中发布的预测表明美联储明年可能加息三次。</blockquote></p><p> The specter of higher rates — and a lower-liquidity environment as the central bank also speeds up the tapering process of its asset purchases — has continued to weigh heavily on longer-duration technology and growth stocks valued heavily on future earnings potential. The Nasdaq Composite has fallen by 5% over the past month through Thursday's close. And shares of some notable technology stocks extended declines on Friday, with Apple (AAPL) shares dropping by more than 1% in early trading after a nearly 4% decrease on Thursday.</p><p><blockquote>利率上升的幽灵——以及随着央行也加快缩减资产购买进程而导致的流动性环境下降——继续给长期期限较长的科技股和成长型股票带来沉重压力，这些股票对未来盈利潜力估值较高。截至周四收盘，纳斯达克综合指数在过去一个月下跌了 5%。一些著名科技股的股价周五延续跌势，苹果 (AAPL) 股价继周四下跌近 4% 后，早盘交易中下跌超过 1%。</blockquote></p><p> On the other hand, cyclical stocks in the energy and financials sectors outperformed on Thursday, with the prospects of higher interest rates and stronger growth seen as benefitting these sectors.</p><p><blockquote>另一方面，能源和金融行业的周期性股票周四表现优异，利率上升和增长强劲的前景被视为有利于这些行业。</blockquote></p><p> \"The thing investors have to understand is, we're going through a major transition in monetary policy,\" Troy Gayeski, FS Investments chief market strategist,told Yahoo Finance Live on Thursday.\"The Fed has been running emergency policies arguably far longer than they should have been, and as that money supply growth slows down as they ease off the balance sheet expansion and ultimately hike next year, one would at least expect more volatility in markets. And that's really what we've been seeing the last month.\"</p><p><blockquote>FS Investments 首席市场策略师特洛伊·盖耶斯基 (Troy Gayeski) 周四对雅虎财经直播表示：“投资者必须明白的是，我们正在经历货币政策的重大转变。”美联储实施紧急政策的时间可以说远远超过了应该的时间，随着货币供应量增长放缓，随着资产负债表扩张的放松，并最终在明年加息，人们至少可以预计市场会出现更大的波动。这确实是我们上个月所看到的。”</blockquote></p><p> \"The biggest difference between now and six months ago, or even more than a year ago, is you could pretty much go long anything and you were confident it was going to go up. The economy was booming, we had a lot of fiscal stimulus, we still had unprecedented monetary policy stimulus,\" he added. \"And it's a very different environment in 2022 where you're going to have to pick and choose much more carefully.\"</p><p><blockquote>“现在与六个月前，甚至一年多前最大的区别在于，你几乎可以做多任何事情，而且你有信心它会上涨。经济正在蓬勃发展，我们有很多财政刺激，我们仍然有前所未有的货币政策刺激，”他补充道。“2022 年的环境截然不同，你必须更加仔细地挑选。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114105828","content_text":"U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq Composite Index declines 0.9%,Dow trades 0.5% lower; S&P 500 down 0.6%.\nShares of FedEx (FDX) jumped after the shipping giant raised its full-year earnings forecast, delivered better-than-expected fiscal second-quarter results and authorized a new $5 billion stock buyback program. Rivian (RIVN), meanwhile, saw shares sink following its first quarterly report since its IPO last month. The electric-vehicle makersaid in its shareholder letterit expected to be \"a few hundred vehicles short\" of its prior target of producing 1,200 units by the end of this year.\nInvestors' main focus this week has remained fixed on the Federal Reserve's updated outlook on monetary policy for next year, with the central bank's projections delivered mid-week suggesting the Fedcould hike interest rates three times next year.\nThe specter of higher rates — and a lower-liquidity environment as the central bank also speeds up the tapering process of its asset purchases — has continued to weigh heavily on longer-duration technology and growth stocks valued heavily on future earnings potential. The Nasdaq Composite has fallen by 5% over the past month through Thursday's close. And shares of some notable technology stocks extended declines on Friday, with Apple (AAPL) shares dropping by more than 1% in early trading after a nearly 4% decrease on Thursday.\nOn the other hand, cyclical stocks in the energy and financials sectors outperformed on Thursday, with the prospects of higher interest rates and stronger growth seen as benefitting these sectors.\n\"The thing investors have to understand is, we're going through a major transition in monetary policy,\" Troy Gayeski, FS Investments chief market strategist,told Yahoo Finance Live on Thursday.\"The Fed has been running emergency policies arguably far longer than they should have been, and as that money supply growth slows down as they ease off the balance sheet expansion and ultimately hike next year, one would at least expect more volatility in markets. And that's really what we've been seeing the last month.\"\n\"The biggest difference between now and six months ago, or even more than a year ago, is you could pretty much go long anything and you were confident it was going to go up. The economy was booming, we had a lot of fiscal stimulus, we still had unprecedented monetary policy stimulus,\" he added. \"And it's a very different environment in 2022 where you're going to have to pick and choose much more carefully.\"","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699636659,"gmtCreate":1639789903552,"gmtModify":1639789903623,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"🍏🍎","listText":"🍏🍎","text":"🍏🍎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699636659","repostId":"1156042491","repostType":4,"repost":{"id":"1156042491","kind":"news","pubTimestamp":1639708576,"share":"https://www.laohunote.com/m/news/1156042491?lang=zh_CN&edition=full","pubTime":"2021-12-17 10:36","market":"us","language":"en","title":"Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156042491","media":"Motley Fool","summary":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Adva","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午 4 点美国东部时间，股份<b>先进微器件</b>（纳斯达克股票代码：AMD）已下跌 5.37%，<b>高通</b>（纳斯达克股票代码：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克股票代码：SWKS）的下巴尤其艰难——下跌 8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我怪<b>苹果</b>对于以上所有。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>恐怕，如今芯片股票的投资者只能在坏消息和潜在的更糟糕的长期消息之间做出选择。短期来看，坏消息是：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的一份报告，iPhone 13 智能手机在这个假期供应短缺<b>KeyBanc资本市场</b>由苍蝇转播。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，随着德尔塔 COVID-19 大流行转变为奥密克戎 COVID-19 大流行，情况有所好转，但 KeyBanc 分析师 John Vinh 现在观察到，他调查过的“大多数商店”都没有<i>任何</i>iPhone 13 Pro或Max手机有现货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他得出结论，这一消息最终只对 AMD、高通和 Skyworks 等为苹果设备供应芯片的公司保持中立，但中立并不好。虽然在芯片供应受限的情况下，供应商大概可以向苹果收取溢价，但从逻辑上讲，iPhone销量的减少仍然意味着用于制造这些苹果产品的芯片会减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果会因为无法获得它想要的所有筹码而感到沮丧。这一点，再加上该公司已经确认的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始雇用擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>博通</b>以及苹果内部设计的无线芯片Skyworks。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为 Skyworks 的坏消息必然会影响 AMD 和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。一个原因是：苹果决定设计自己的无线芯片似乎是导致苹果下台的同一个故事的一部分<b>英特尔</b>作为去年最受欢迎的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终是其他公司——可能会决定，最好在内部设计芯片，而不是从货架上购买。从长远来看，这对所有专业半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在倒闭。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-17 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午 4 点美国东部时间，股份<b>先进微器件</b>（纳斯达克股票代码：AMD）已下跌 5.37%，<b>高通</b>（纳斯达克股票代码：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克股票代码：SWKS）的下巴尤其艰难——下跌 8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我怪<b>苹果</b>对于以上所有。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>恐怕，如今芯片股票的投资者只能在坏消息和潜在的更糟糕的长期消息之间做出选择。短期来看，坏消息是：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的一份报告，iPhone 13 智能手机在这个假期供应短缺<b>KeyBanc资本市场</b>由苍蝇转播。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，随着德尔塔 COVID-19 大流行转变为奥密克戎 COVID-19 大流行，情况有所好转，但 KeyBanc 分析师 John Vinh 现在观察到，他调查过的“大多数商店”都没有<i>任何</i>iPhone 13 Pro或Max手机有现货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他得出结论，这一消息最终只对 AMD、高通和 Skyworks 等为苹果设备供应芯片的公司保持中立，但中立并不好。虽然在芯片供应受限的情况下，供应商大概可以向苹果收取溢价，但从逻辑上讲，iPhone销量的减少仍然意味着用于制造这些苹果产品的芯片会减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果会因为无法获得它想要的所有筹码而感到沮丧。这一点，再加上该公司已经确认的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始雇用擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>博通</b>以及苹果内部设计的无线芯片Skyworks。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为 Skyworks 的坏消息必然会影响 AMD 和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。一个原因是：苹果决定设计自己的无线芯片似乎是导致苹果下台的同一个故事的一部分<b>英特尔</b>作为去年最受欢迎的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终是其他公司——可能会决定，最好在内部设计芯片，而不是从货架上购买。从长远来看，这对所有专业半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在倒闭。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","SWKS":"思佳讯","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156042491","content_text":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Advanced Micro Devices(NASDAQ:AMD)have already lost 5.37%, Qualcomm(NASDAQ:QCOM)is down 5.88%, and Skyworks Solutions(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.\nI blame Apple for all of the above.\nSo what\nInvestors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:\niPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at KeyBanc Capital Markets, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that things had been getting better earlier this month as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having any iPhone 13 Pro or Max phones in stock.\nGranted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.\nNow what\nAt the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can design better chips itself than it can buy from third-party chipmakers, creates a longer-term risk of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.\nIn that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers Broadcom and Skyworks with wireless chips Apple designs in-house.\nNow, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworksisin fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust Intel as its favored chip supplier last year.\nMore and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.\nAnd it's why pretty much everyone associated with the chip industry is going down.","news_type":1,"symbols_score_info":{"QCOM":0.9,"AMD":0.9,"SWKS":0.9}},"isVote":1,"tweetType":1,"viewCount":2931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699636340,"gmtCreate":1639789855981,"gmtModify":1639789856088,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"😶","listText":"😶","text":"😶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699636340","repostId":"1125027951","repostType":4,"repost":{"id":"1125027951","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":1639698845,"share":"https://www.laohunote.com/m/news/1125027951?lang=zh_CN&edition=full","pubTime":"2021-12-17 07:54","market":"us","language":"en","title":"Is It Time To Sell Stock In These 10 Top Performers Of 2021?<blockquote>是时候出售这 2021 年表现最好的 10 只股票了吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125027951","media":"Benzinga Earnings","summary":"This year has been a great year for stocks overall, with the SPDR S&P 500 ETF Trust on track to fini","content":"<p>This year has been a great year for stocks overall, with the&nbsp;<b>SPDR S&amp;P 500 ETF Trust</b>&nbsp;on track to finish the year up more than 24%. Unfortunately, some stocks that started off the year red-hot are limping into the close of the year as investors cash out of their gains and rebalance their holdings for 2022.</p><p><blockquote>总体而言，今年对于股市来说是伟大的一年，<b>SPDR标普500 ETF信托</b>年底有望上涨 24% 以上。不幸的是，随着投资者兑现收益并重新平衡 2022 年的持仓，一些年初火爆的股票在年底表现疲软。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7741e75568dbdff2ddcda8bd10e5bbd1\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"><span>Photo: Andrea Piacquadio from Pexels</span></p><p><blockquote><p class=\"t-img-caption\"><span>照片：来自 Pexels 的 Andrea Piacquadio</span></p></blockquote></p><p> Meme stocks&nbsp;<b>AMC Entertainment Holdings Inc</b>&nbsp;and&nbsp;<b>GameStop Corp.</b>&nbsp;are down 14.3% and 20.4%, respectively, so far in December after taking Wall Street by storm earlier in the year. But it’s not just sellers cashing out of meme stocks.</p><p><blockquote>模因股票<b>AMC院线控股公司</b>和<b>游戏驿站公司</b>继今年早些时候席卷华尔街之后，12 月迄今为止分别下跌 14.3% 和 20.4%。但不仅仅是卖家从备忘录股票中套现。</blockquote></p><p> Other sellers are rotating from growth stocks to value stocks in anticipation of more Federal Reserve tightening and several interest rate hikes in 2022. Rising interest rates are typically bad news for unprofitable stocks because they increase the cost of interest on their debt. Rising rates also reduce the value of future cash flow, which pressures the valuations of growth stocks.</p><p><blockquote>由于预计美联储将在 2022 年进一步收紧货币政策并多次加息，其他卖家正在从成长型股票转向价值型股票。利率上升对于无利可图的股票来说通常是坏消息，因为它们会增加债务利息成本。利率上升也会降低未来现金流的价值，从而给成长型股票的估值带来压力。</blockquote></p><p> As a result, some of the best growth stocks of the first half of the year have been experiencing heavy selling pressure in the closing weeks of 2021.</p><p><blockquote>因此，上半年一些最好的成长型股票在 2021 年最后几周经历了沉重的抛售压力。</blockquote></p><p> <b>High-Flyers Making Crash Landings:</b>Benzinga ran a screen of stocks that are up at least 50% year-to-date in 2021 but are down at least 20% in the past month to get an idea of which high-flying stocks investors are ringing the register on.</p><p><blockquote><b>迫降的雄心勃勃的人：</b>Benzinga 对 2021 年迄今为止上涨至少 50% 但过去一个月下跌至少 20% 的股票进行了筛选，以了解投资者正在关注哪些高涨股票。</blockquote></p><p> Here are 10 stocks that stood out:</p><p><blockquote>以下是 10 只表现突出的股票：</blockquote></p><p> <ul>  <li><b>Asana Inc</b>, one-month loss of 48.9%.</li>  <li>AMC Entertainment, one-month loss of 42.2%.</li>  <li><b>Riot Blockchain Inc</b>, one-month loss of 38.5%.</li>  <li><b>LendingClub Corp</b>, one-month loss of 38.5%.</li>  <li><b>Newegg Commerce Inc</b>, one-month loss of 37.3%.</li>  <li><b>Cloudflare Inc</b>, one-month loss of 32.7%.</li>  <li><b>Marathon Digital Holdings Inc</b>, one-month loss of 30%.</li>  <li><b>Silvergate Capital Corp</b>, one-month loss of 29.3%.</li>  <li>GameStop, one-month loss of 28.9%.</li>  <li><b>Inmode Ltd</b>, one-month loss of 27.1%.</li> </ul></p><p><blockquote><ul><li><b>体式公司</b>一个月亏损48.9%。</li><li>AMC院线，一个月亏损42.2%。</li><li><b>暴动区块链公司</b>一个月亏损38.5%。</li><li><b>贷款俱乐部公司</b>一个月亏损38.5%。</li><li><b>新蛋商业公司</b>一个月亏损37.3%。</li><li><b>Cloudflare公司</b>一个月亏损32.7%。</li><li><b>马拉松数字控股公司</b>，一个月亏损30%。</li><li><b>银门资本公司</b>一个月亏损29.3%。</li><li>游戏驿站，一个月亏损28.9%。</li><li><b>英莫德有限公司</b>一个月亏损27.1%。</li></ul></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>Is It Time To Sell Stock In These 10 Top Performers Of 2021?<blockquote>是时候出售这 2021 年表现最好的 10 只股票了吗？</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; 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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\">\nIs It Time To Sell Stock In These 10 Top Performers Of 2021?<blockquote>是时候出售这 2021 年表现最好的 10 只股票了吗？</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\">2021-12-17 07:54</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>This year has been a great year for stocks overall, with the&nbsp;<b>SPDR S&amp;P 500 ETF Trust</b>&nbsp;on track to finish the year up more than 24%. Unfortunately, some stocks that started off the year red-hot are limping into the close of the year as investors cash out of their gains and rebalance their holdings for 2022.</p><p><blockquote>总体而言，今年对于股市来说是伟大的一年，<b>SPDR标普500 ETF信托</b>年底有望上涨 24% 以上。不幸的是，随着投资者兑现收益并重新平衡 2022 年的持仓，一些年初火爆的股票在年底表现疲软。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7741e75568dbdff2ddcda8bd10e5bbd1\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"><span>Photo: Andrea Piacquadio from Pexels</span></p><p><blockquote><p class=\"t-img-caption\"><span>照片：来自 Pexels 的 Andrea Piacquadio</span></p></blockquote></p><p> Meme stocks&nbsp;<b>AMC Entertainment Holdings Inc</b>&nbsp;and&nbsp;<b>GameStop Corp.</b>&nbsp;are down 14.3% and 20.4%, respectively, so far in December after taking Wall Street by storm earlier in the year. But it’s not just sellers cashing out of meme stocks.</p><p><blockquote>模因股票<b>AMC院线控股公司</b>和<b>游戏驿站公司</b>继今年早些时候席卷华尔街之后，12 月迄今为止分别下跌 14.3% 和 20.4%。但不仅仅是卖家从备忘录股票中套现。</blockquote></p><p> Other sellers are rotating from growth stocks to value stocks in anticipation of more Federal Reserve tightening and several interest rate hikes in 2022. Rising interest rates are typically bad news for unprofitable stocks because they increase the cost of interest on their debt. Rising rates also reduce the value of future cash flow, which pressures the valuations of growth stocks.</p><p><blockquote>由于预计美联储将在 2022 年进一步收紧货币政策并多次加息，其他卖家正在从成长型股票转向价值型股票。利率上升对于无利可图的股票来说通常是坏消息，因为它们会增加债务利息成本。利率上升也会降低未来现金流的价值，从而给成长型股票的估值带来压力。</blockquote></p><p> As a result, some of the best growth stocks of the first half of the year have been experiencing heavy selling pressure in the closing weeks of 2021.</p><p><blockquote>因此，上半年一些最好的成长型股票在 2021 年最后几周经历了沉重的抛售压力。</blockquote></p><p> <b>High-Flyers Making Crash Landings:</b>Benzinga ran a screen of stocks that are up at least 50% year-to-date in 2021 but are down at least 20% in the past month to get an idea of which high-flying stocks investors are ringing the register on.</p><p><blockquote><b>迫降的雄心勃勃的人：</b>Benzinga 对 2021 年迄今为止上涨至少 50% 但过去一个月下跌至少 20% 的股票进行了筛选，以了解投资者正在关注哪些高涨股票。</blockquote></p><p> Here are 10 stocks that stood out:</p><p><blockquote>以下是 10 只表现突出的股票：</blockquote></p><p> <ul>  <li><b>Asana Inc</b>, one-month loss of 48.9%.</li>  <li>AMC Entertainment, one-month loss of 42.2%.</li>  <li><b>Riot Blockchain Inc</b>, one-month loss of 38.5%.</li>  <li><b>LendingClub Corp</b>, one-month loss of 38.5%.</li>  <li><b>Newegg Commerce Inc</b>, one-month loss of 37.3%.</li>  <li><b>Cloudflare Inc</b>, one-month loss of 32.7%.</li>  <li><b>Marathon Digital Holdings Inc</b>, one-month loss of 30%.</li>  <li><b>Silvergate Capital Corp</b>, one-month loss of 29.3%.</li>  <li>GameStop, one-month loss of 28.9%.</li>  <li><b>Inmode Ltd</b>, one-month loss of 27.1%.</li> </ul></p><p><blockquote><ul><li><b>体式公司</b>一个月亏损48.9%。</li><li>AMC院线，一个月亏损42.2%。</li><li><b>暴动区块链公司</b>一个月亏损38.5%。</li><li><b>贷款俱乐部公司</b>一个月亏损38.5%。</li><li><b>新蛋商业公司</b>一个月亏损37.3%。</li><li><b>Cloudflare公司</b>一个月亏损32.7%。</li><li><b>马拉松数字控股公司</b>，一个月亏损30%。</li><li><b>银门资本公司</b>一个月亏损29.3%。</li><li>游戏驿站，一个月亏损28.9%。</li><li><b>英莫德有限公司</b>一个月亏损27.1%。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","SPY":"标普500ETF","MARA":"MARA Holdings","ASAN":"阿莎娜","GME":"游戏驿站","SI":"Shoulder Innovations, Inc.","NET":"Cloudflare, Inc.","INMD":"InMode Ltd.","RIOT":"Riot Platforms","NEGG":"Newegg Comm Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125027951","content_text":"This year has been a great year for stocks overall, with the SPDR S&P 500 ETF Trust on track to finish the year up more than 24%. Unfortunately, some stocks that started off the year red-hot are limping into the close of the year as investors cash out of their gains and rebalance their holdings for 2022.\nPhoto: Andrea Piacquadio from Pexels\nMeme stocks AMC Entertainment Holdings Inc and GameStop Corp. are down 14.3% and 20.4%, respectively, so far in December after taking Wall Street by storm earlier in the year. But it’s not just sellers cashing out of meme stocks.\nOther sellers are rotating from growth stocks to value stocks in anticipation of more Federal Reserve tightening and several interest rate hikes in 2022. Rising interest rates are typically bad news for unprofitable stocks because they increase the cost of interest on their debt. Rising rates also reduce the value of future cash flow, which pressures the valuations of growth stocks.\nAs a result, some of the best growth stocks of the first half of the year have been experiencing heavy selling pressure in the closing weeks of 2021.\nHigh-Flyers Making Crash Landings:Benzinga ran a screen of stocks that are up at least 50% year-to-date in 2021 but are down at least 20% in the past month to get an idea of which high-flying stocks investors are ringing the register on.\nHere are 10 stocks that stood out:\n\nAsana Inc, one-month loss of 48.9%.\nAMC Entertainment, one-month loss of 42.2%.\nRiot Blockchain Inc, one-month loss of 38.5%.\nLendingClub Corp, one-month loss of 38.5%.\nNewegg Commerce Inc, one-month loss of 37.3%.\nCloudflare Inc, one-month loss of 32.7%.\nMarathon Digital Holdings Inc, one-month loss of 30%.\nSilvergate Capital Corp, one-month loss of 29.3%.\nGameStop, one-month loss of 28.9%.\nInmode Ltd, one-month loss of 27.1%.","news_type":1,"symbols_score_info":{"NET":0.9,"ASAN":0.9,"GME":0.9,"AMC":0.9,"MARA":0.9,"LC":0.9,"SI":0.9,"RIOT":0.9,"SPY":0.9,"NEGG":0.9,"INMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690712088,"gmtCreate":1639708391855,"gmtModify":1639709068349,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690712088","repostId":"1172405131","repostType":4,"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690718429,"gmtCreate":1639708307259,"gmtModify":1639709051487,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"Woah","listText":"Woah","text":"Woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690718429","repostId":"1107214682","repostType":4,"repost":{"id":"1107214682","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639645413,"share":"https://www.laohunote.com/m/news/1107214682?lang=zh_CN&edition=full","pubTime":"2021-12-16 17:03","market":"us","language":"en","title":"AMC jumped nearly 7% in premarket trading as Reddit confidentially filed to go public<blockquote>Reddit 秘密申请上市，AMC 在盘前交易中上涨近 7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107214682","media":"Tiger Newspress","summary":"AMC jumped nearly 7% in premarket trading as Reddit confidentially filed to go public.Reddit Inc, kn","content":"<p>AMC jumped nearly 7% in premarket trading as Reddit confidentially filed to go public.<img src=\"https://static.tigerbbs.com/8ba9c530b03b7764eee1e8a61bbf1289\" tg-width=\"772\" tg-height=\"556\" width=\"100%\" height=\"auto\">Reddit Inc, known for its message boards that became the go-to destination for day traders during this year's meme stock frenzy, said on Wednesday it had confidentially filed for an initial public offering with U.S. securities regulators.</p><p><blockquote>随着 Reddit 秘密申请上市，AMC 在盘前交易中上涨近 7%。Reddit Inc 以其留言板而闻名，在今年的模因股票狂热期间成为日内交易者的首选目的地，该公司周三表示，已向美国证券监管机构秘密提交了首次公开募股申请。</blockquote></p><p> Founded in 2005 by Steve Huffman and entrepreneur Alexis Ohanian, Reddit was valued at $10 billion in a private fundraising round earlier this year.</p><p><blockquote>Reddit 由史蒂夫·霍夫曼 (Steve Huffman) 和企业家亚历克西斯·奥哈尼安 (Alexis Ohanian) 于 2005 年创立，在今年早些时候的一轮私人融资中估值为 100 亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC jumped nearly 7% in premarket trading as Reddit confidentially filed to go public<blockquote>Reddit 秘密申请上市，AMC 在盘前交易中上涨近 7%</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\">\nAMC jumped nearly 7% in premarket trading as Reddit confidentially filed to go public<blockquote>Reddit 秘密申请上市，AMC 在盘前交易中上涨近 7%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-16 17:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>AMC jumped nearly 7% in premarket trading as Reddit confidentially filed to go public.<img src=\"https://static.tigerbbs.com/8ba9c530b03b7764eee1e8a61bbf1289\" tg-width=\"772\" tg-height=\"556\" width=\"100%\" height=\"auto\">Reddit Inc, known for its message boards that became the go-to destination for day traders during this year's meme stock frenzy, said on Wednesday it had confidentially filed for an initial public offering with U.S. securities regulators.</p><p><blockquote>随着 Reddit 秘密申请上市，AMC 在盘前交易中上涨近 7%。Reddit Inc 以其留言板而闻名，在今年的模因股票狂热期间成为日内交易者的首选目的地，该公司周三表示，已向美国证券监管机构秘密提交了首次公开募股申请。</blockquote></p><p> Founded in 2005 by Steve Huffman and entrepreneur Alexis Ohanian, Reddit was valued at $10 billion in a private fundraising round earlier this year.</p><p><blockquote>Reddit 由史蒂夫·霍夫曼 (Steve Huffman) 和企业家亚历克西斯·奥哈尼安 (Alexis Ohanian) 于 2005 年创立，在今年早些时候的一轮私人融资中估值为 100 亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107214682","content_text":"AMC jumped nearly 7% in premarket trading as Reddit confidentially filed to go public.Reddit Inc, known for its message boards that became the go-to destination for day traders during this year's meme stock frenzy, said on Wednesday it had confidentially filed for an initial public offering with U.S. securities regulators.\nFounded in 2005 by Steve Huffman and entrepreneur Alexis Ohanian, Reddit was valued at $10 billion in a private fundraising round earlier this year.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690718116,"gmtCreate":1639708290446,"gmtModify":1639709051044,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"I see..","listText":"I see..","text":"I see..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690718116","repostId":"2192941918","repostType":4,"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690202343,"gmtCreate":1639667239231,"gmtModify":1639667284296,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>sea please rise","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>sea please rise","text":"$Sea Ltd(SE)$sea please rise","images":[{"img":"https://static.tigerbbs.com/c73f7fbd044299178e4c32f70b1f2b82","width":"750","height":"1753"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690202343","isVote":1,"tweetType":1,"viewCount":1492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":690208980,"gmtCreate":1639667131598,"gmtModify":1639667131677,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"2022 is coming really soon","listText":"2022 is coming really soon","text":"2022 is coming really soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690208980","repostId":"2191910948","repostType":4,"isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690209071,"gmtCreate":1639666953508,"gmtModify":1639666954324,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"Dividend stocks whee","listText":"Dividend stocks whee","text":"Dividend stocks whee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690209071","repostId":"2191200910","repostType":2,"isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690834869,"gmtCreate":1639653197442,"gmtModify":1639653197442,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"🙏🏻","listText":"🙏🏻","text":"🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690834869","repostId":"1156000862","repostType":4,"repost":{"id":"1156000862","kind":"news","pubTimestamp":1639622579,"share":"https://www.laohunote.com/m/news/1156000862?lang=zh_CN&edition=full","pubTime":"2021-12-16 10:42","market":"us","language":"en","title":"Why Apple Stock Rallied<blockquote>苹果股价为何上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156000862","media":"Motley Fool","summary":"What happened\nShares of Apple(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Rese","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of&nbsp;<b>Apple</b>(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Reserve's statement.</p><p><blockquote>股份<b>苹果</b>美联储发表声明后，（纳斯达克股票代码：AAPL）周三上涨近 3%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The Federal Reserve plans to taper its asset purchases at a faster rate to combat rising&nbsp;inflation. The announcement came after wholesale prices surged a record 9.6% in November.</p><p><blockquote>美联储计划以更快的速度缩减资产购买规模，以应对不断上升的通胀。这一消息是在 11 月份批发价格飙升创纪录的 9.6% 之后发布的。</blockquote></p><p> This tapering positions the Federal Reserve to begin raising interest rates next year. Members of the Federal Open Market Committee forecast three rate hikes in 2022.</p><p><blockquote>此次缩减规模使美联储有望在明年开始加息。联邦公开市场委员会成员预测 2022 年将加息三次。</blockquote></p><p> While a reduction in stimulus measures and the prospect of rate hikes are not normally bullish indicators for stocks, the announcements were largely in line with the market's expectations. Investors appeared to breathe a sigh of relief that the Federal Reserve wasn't planning more aggressive action to battle inflation, and the major stock indexes surged.</p><p><blockquote>虽然刺激措施的减少和加息前景通常不是股市的看涨指标，但这些公告在很大程度上符合市场预期。投资者似乎松了一口气，因为美联储没有计划采取更激进的行动来对抗通胀，主要股指飙升。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> The news allowed investors to shift their attention away from macroeconomic factors and refocus on Apple's core business fundamentals and growth prospects -- two areas where the tech titan shines.</p><p><blockquote>这一消息让投资者将注意力从宏观经济因素上转移开来，重新关注苹果的核心业务基本面和增长前景——这是这家科技巨头大放异彩的两个领域。</blockquote></p><p> A 5G upgrade cycle is fueling iPhone sales, while rave reviews of Apple's high-performance M1 chip are boosting sales of Macs and iPads. Together, these trends are likely to drive the tech giant's already huge profits even higher.</p><p><blockquote>5G升级周期正在推动iPhone的销售，而苹果高性能M1芯片的好评正在推动Mac和iPad的销售。这些趋势加在一起，可能会进一步推动这家科技巨头本已巨额利润。</blockquote></p><p> Additionally, analysts are intrigued by Apple's virtual and augmented reality initiatives, as well as its secretive self-driving car project. Their excitement is palpable, and several analysts have recently raised their price forecasts for Apple's stock due in part to the potential of these new products.</p><p><blockquote>此外，分析师对苹果的虚拟和增强现实计划以及其秘密的自动驾驶汽车项目很感兴趣。他们的兴奋是显而易见的，几位分析师最近提高了对苹果股票的价格预测，部分原因是这些新产品的潜力。</blockquote></p><p> With today's Fed statement and subsequent market rally seemingly signaling that it's ok to buy great growth stocks once again, many investors decided to purchase shares of Apple, and its stock price rose in kind.</p><p><blockquote>随着今天的美联储声明和随后的市场反弹似乎表明再次购买高增长股票是可以的，许多投资者决定购买苹果股票，其股价也随之上涨。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Apple Stock Rallied<blockquote>苹果股价为何上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Apple Stock Rallied<blockquote>苹果股价为何上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-16 10:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of&nbsp;<b>Apple</b>(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Reserve's statement.</p><p><blockquote>股份<b>苹果</b>美联储发表声明后，（纳斯达克股票代码：AAPL）周三上涨近 3%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The Federal Reserve plans to taper its asset purchases at a faster rate to combat rising&nbsp;inflation. The announcement came after wholesale prices surged a record 9.6% in November.</p><p><blockquote>美联储计划以更快的速度缩减资产购买规模，以应对不断上升的通胀。这一消息是在 11 月份批发价格飙升创纪录的 9.6% 之后发布的。</blockquote></p><p> This tapering positions the Federal Reserve to begin raising interest rates next year. Members of the Federal Open Market Committee forecast three rate hikes in 2022.</p><p><blockquote>此次缩减规模使美联储有望在明年开始加息。联邦公开市场委员会成员预测 2022 年将加息三次。</blockquote></p><p> While a reduction in stimulus measures and the prospect of rate hikes are not normally bullish indicators for stocks, the announcements were largely in line with the market's expectations. Investors appeared to breathe a sigh of relief that the Federal Reserve wasn't planning more aggressive action to battle inflation, and the major stock indexes surged.</p><p><blockquote>虽然刺激措施的减少和加息前景通常不是股市的看涨指标，但这些公告在很大程度上符合市场预期。投资者似乎松了一口气，因为美联储没有计划采取更激进的行动来对抗通胀，主要股指飙升。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> The news allowed investors to shift their attention away from macroeconomic factors and refocus on Apple's core business fundamentals and growth prospects -- two areas where the tech titan shines.</p><p><blockquote>这一消息让投资者将注意力从宏观经济因素上转移开来，重新关注苹果的核心业务基本面和增长前景——这是这家科技巨头大放异彩的两个领域。</blockquote></p><p> A 5G upgrade cycle is fueling iPhone sales, while rave reviews of Apple's high-performance M1 chip are boosting sales of Macs and iPads. Together, these trends are likely to drive the tech giant's already huge profits even higher.</p><p><blockquote>5G升级周期正在推动iPhone的销售，而苹果高性能M1芯片的好评正在推动Mac和iPad的销售。这些趋势加在一起，可能会进一步推动这家科技巨头本已巨额利润。</blockquote></p><p> Additionally, analysts are intrigued by Apple's virtual and augmented reality initiatives, as well as its secretive self-driving car project. Their excitement is palpable, and several analysts have recently raised their price forecasts for Apple's stock due in part to the potential of these new products.</p><p><blockquote>此外，分析师对苹果的虚拟和增强现实计划以及其秘密的自动驾驶汽车项目很感兴趣。他们的兴奋是显而易见的，几位分析师最近提高了对苹果股票的价格预测，部分原因是这些新产品的潜力。</blockquote></p><p> With today's Fed statement and subsequent market rally seemingly signaling that it's ok to buy great growth stocks once again, many investors decided to purchase shares of Apple, and its stock price rose in kind.</p><p><blockquote>随着今天的美联储声明和随后的市场反弹似乎表明再次购买高增长股票是可以的，许多投资者决定购买苹果股票，其股价也随之上涨。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/15/why-apple-stock-rallied-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/12/15/why-apple-stock-rallied-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156000862","content_text":"What happened\nShares of Apple(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Reserve's statement.\nSo what\nThe Federal Reserve plans to taper its asset purchases at a faster rate to combat rising inflation. The announcement came after wholesale prices surged a record 9.6% in November.\nThis tapering positions the Federal Reserve to begin raising interest rates next year. Members of the Federal Open Market Committee forecast three rate hikes in 2022.\nWhile a reduction in stimulus measures and the prospect of rate hikes are not normally bullish indicators for stocks, the announcements were largely in line with the market's expectations. Investors appeared to breathe a sigh of relief that the Federal Reserve wasn't planning more aggressive action to battle inflation, and the major stock indexes surged.\nNow what\nThe news allowed investors to shift their attention away from macroeconomic factors and refocus on Apple's core business fundamentals and growth prospects -- two areas where the tech titan shines.\nA 5G upgrade cycle is fueling iPhone sales, while rave reviews of Apple's high-performance M1 chip are boosting sales of Macs and iPads. Together, these trends are likely to drive the tech giant's already huge profits even higher.\nAdditionally, analysts are intrigued by Apple's virtual and augmented reality initiatives, as well as its secretive self-driving car project. Their excitement is palpable, and several analysts have recently raised their price forecasts for Apple's stock due in part to the potential of these new products.\nWith today's Fed statement and subsequent market rally seemingly signaling that it's ok to buy great growth stocks once again, many investors decided to purchase shares of Apple, and its stock price rose in kind.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":693188979,"gmtCreate":1639985633197,"gmtModify":1639985633326,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"may the festive season&nbsp;bring good news&nbsp;‌<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>‌","listText":"may the festive season&nbsp;bring good news&nbsp;‌<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>‌","text":"may the festive season bring good news ‌$Sea Ltd(SE)$‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693188979","repostId":"1109541249","repostType":4,"repost":{"id":"1109541249","kind":"news","pubTimestamp":1639972523,"share":"https://www.laohunote.com/m/news/1109541249?lang=zh_CN&edition=full","pubTime":"2021-12-20 11:55","market":"us","language":"en","title":"Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109541249","media":"Seeking Alpha","summary":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the mar","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li>  <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li>  <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于市场成长型股票大幅抛售，Sea Limited 的股票最近遭受重创。</li><li>然而，我们认为其快速增长的基本论点仍然稳固。</li><li>我们讨论为什么投资者应该利用最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE)&nbsp;stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited（纽约证券交易所股票代码：SE）股票是我们最相信的成长型股票之一，在上个月遭受了严重打击。自 10 月份创下历史新高 (ATH) 以来，其价格已大幅下跌 43%。关于该股下跌的原因有很多。我们建议投资者不要过多地解读它们。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行，该股在 2021 年表现出色。因此，当恐惧袭击成长型股票时，这种程度的获利了结并不奇怪。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外，近期全市场成长股的大幅回调也对SE股造成了沉重打击。但是，我们并不担心。短期内，显著的波动性始终是影响SE等成长股表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是，我们观察到，自第三季度报告以来，SE 股票的一致目标价已被上调。此外，其目标价与其当前股价之间的差距已经大于其上一次在4月/5月的大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部 DCF 估值模型还指出了一只目前被严重低估的股票。由于市场的短视，自4月/5月以来，我们又迎来了一个绝佳的机会，再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论为什么我们认为投资者不应该错过这个难以置信的机会来增加对优秀成长型股票的投资。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE 股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现（截至21年12月17日）。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于最近的大幅调整，SE股票的年初至今回报率已降至6.9%，因此跑输大盘。值得注意的是，其年初至今的涨幅在10月/11月初高达80%。尽管如此，如上图所示，该股的表现仍然优于电子零售商和游戏同行。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>Sea 股票预测一直被上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订后的收入平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到，该公司对 21-23 财年的收入共识预期在过去五个月中一直被上调。这些修订为公司未来两年强劲的增长前景提供了可信度。值得注意的是，Sea Limited 的收入预计将通过2023财年以 42.8% 的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article&nbsp;that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>第三季度成绩单中对 Garena 游戏部门的增长率表示担忧。我们还在之前的文章中解释说，Sea Limited 已明确解释说，投资者应该期待 Garena 在经历了辉煌的两年后增长恢复正常。然而，其变现能力继续令人眼花缭乱。因此，我们相信 Garena 能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the&nbsp;top ten mobile games in terms of overall gaming revenue&nbsp;in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among&nbsp;eight games globally whose annual revenue crossed $1B&nbsp;as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外，Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲表现。就11月游戏整体收入而言，它继续位居移动游戏前十。此外，它在App Store和Google Play的总下载量中也排名第二。值得注意的是，截至12月14日，它也是全球八款年收入超过10亿美元的游戏之一。因此，我们认为关于Free Fire“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源：谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外，全球博彩市场在去年大幅增长 23% 至 177.8B 美元后，预计将略有下降至 175.8B 美元。然而，鉴于尽管全球市场下滑，Garena 在 2021 财年仍实现了令人印象深刻的增长，我们相信这验证了其商业模式和前景。值得注意的是，博彩市场有望在未来扭转颓势。因此，在全球游戏市场复苏的推动下，Garena 在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee 调整了每个订单的 EBITDA。数据来源：公司文件</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是，一些投资者可能对 Shopee（Sea Limited 的电子商务部门）向新地理市场的持续扩张感到害怕。值得注意的是，Shopee 继续报告每个订单的调整后 EBITDA 损失，如上所示。因此，一些投资者可能担心该公司的盘子是否有太多难以处理。在过去的三个月里，该公司进入了印度、法国、西班牙和波兰等新市场。此外，它还在拉丁美洲，特别是巴西与自由市场（MELI）的斗争。因此，人们担心 Sea Limited 能否在这些市场继续其娴熟的执行，同时仍在亏损。我们认为这种担忧是合理的。然而，Sea Limited 在渗透现有企业拥有强大领导地位的最重要市场方面表现出了巨大的能力。它包括东南亚的Lazada（BABA）、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是，它利用了“后来者”的优势，试图与现任者竞争。值得注意的是，Sea Limited并不反对竞争。它与现有企业相比蓬勃发展，并使这些地理区域的电子商务领域更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订调整后每股收益平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而，由于其电子商务的扩张，盈利之路可能会进一步延长。读者可以快速浏览上图，其中2023财年在过去五个月中对其调整后的每股收益预期进行了下调。然而，我们认为，如果您是至少有五年期限的长期投资者，则无需担心。Sea Limited 的早期投资者可以清楚地回忆起该公司每笔订单的巨额调整后 EBITDA 损失，如上图表所示。Shopee 在过去五年中规模巨大，并进一步提高了运营杠杆。但是，重要的是要注意，扩大规模需要时间。因此，预计新地理市场的早期亏损。但是，管理层在过去三年中已经展示了其执行能力。考虑到过去几年调整后 EBITDA 亏损大幅减少，我们相信 Shopee 比以前更有能力进行扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么，SE 股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE 股票的 EV/NTM 收入为 8.3 倍。因此，它已将其恢复到 4 年 NTM 收入倍数平均值 8.6 倍。我们相信现在有一个绝佳的机会，因为市场无疑已经反应过度。正如清楚地表明的那样，SE 仍有望在未来实现巨大的收入增长，尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到其2023财年收入预期，SE 股票的交易价格仅为2023财年收入的 5.8 倍。没有人能够准确预测该股未来几个月的走势。但是，我们认为现在这是一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE 股价目标与实际价格趋势。来源：Seeking Alpha</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外，读者可以观察到，SE 股票的共识目标价 (PT) 405.87 美元与其当前价格之间的估值差距一段时间以来从未如此显着。这比4月/5月的上一次大幅调整更加明显。值得注意的是，尽管存在所谓的“博彩逆风”，但共识目标价格已被上调。而且，如果你看一下价格图表，随着时间的推移，SE 股价一直非常一致地遵循修订后的 PT 趋势。因此，当前价格可能是您在很长一段时间内观察到的最大折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&amp;P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源：S&amp;P Capital IQ、公司文件、作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的 DCF 模型还显示，SE 股票目前被严重低估，隐含公允价值为 371.46 美元。我们在模型中也使用了合理的估计。此外，我们相信，随着SE在新市场的扩大规模，SE将继续获得显著的运营杠杆。我们预计，到 2025 财年，其调整后 EBITDA 利润率可能达到 15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后，该股还在测试一个关键支撑位，该支撑位自 2021 年初以来一直有力地支撑着该股的上涨。因此，有足够的理由相信，目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此，<i>我们将 SE 股票评级修改为强力买入</i>.</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>Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在买入吗？</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\">\nSea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在买入吗？</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\">2021-12-20 11:55</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>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li>  <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li>  <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于市场成长型股票大幅抛售，Sea Limited 的股票最近遭受重创。</li><li>然而，我们认为其快速增长的基本论点仍然稳固。</li><li>我们讨论为什么投资者应该利用最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE)&nbsp;stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited（纽约证券交易所股票代码：SE）股票是我们最相信的成长型股票之一，在上个月遭受了严重打击。自 10 月份创下历史新高 (ATH) 以来，其价格已大幅下跌 43%。关于该股下跌的原因有很多。我们建议投资者不要过多地解读它们。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行，该股在 2021 年表现出色。因此，当恐惧袭击成长型股票时，这种程度的获利了结并不奇怪。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外，近期全市场成长股的大幅回调也对SE股造成了沉重打击。但是，我们并不担心。短期内，显著的波动性始终是影响SE等成长股表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是，我们观察到，自第三季度报告以来，SE 股票的一致目标价已被上调。此外，其目标价与其当前股价之间的差距已经大于其上一次在4月/5月的大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部 DCF 估值模型还指出了一只目前被严重低估的股票。由于市场的短视，自4月/5月以来，我们又迎来了一个绝佳的机会，再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论为什么我们认为投资者不应该错过这个难以置信的机会来增加对优秀成长型股票的投资。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE 股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现（截至21年12月17日）。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于最近的大幅调整，SE股票的年初至今回报率已降至6.9%，因此跑输大盘。值得注意的是，其年初至今的涨幅在10月/11月初高达80%。尽管如此，如上图所示，该股的表现仍然优于电子零售商和游戏同行。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>Sea 股票预测一直被上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订后的收入平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到，该公司对 21-23 财年的收入共识预期在过去五个月中一直被上调。这些修订为公司未来两年强劲的增长前景提供了可信度。值得注意的是，Sea Limited 的收入预计将通过2023财年以 42.8% 的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article&nbsp;that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>第三季度成绩单中对 Garena 游戏部门的增长率表示担忧。我们还在之前的文章中解释说，Sea Limited 已明确解释说，投资者应该期待 Garena 在经历了辉煌的两年后增长恢复正常。然而，其变现能力继续令人眼花缭乱。因此，我们相信 Garena 能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the&nbsp;top ten mobile games in terms of overall gaming revenue&nbsp;in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among&nbsp;eight games globally whose annual revenue crossed $1B&nbsp;as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外，Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲表现。就11月游戏整体收入而言，它继续位居移动游戏前十。此外，它在App Store和Google Play的总下载量中也排名第二。值得注意的是，截至12月14日，它也是全球八款年收入超过10亿美元的游戏之一。因此，我们认为关于Free Fire“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源：谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外，全球博彩市场在去年大幅增长 23% 至 177.8B 美元后，预计将略有下降至 175.8B 美元。然而，鉴于尽管全球市场下滑，Garena 在 2021 财年仍实现了令人印象深刻的增长，我们相信这验证了其商业模式和前景。值得注意的是，博彩市场有望在未来扭转颓势。因此，在全球游戏市场复苏的推动下，Garena 在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee 调整了每个订单的 EBITDA。数据来源：公司文件</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是，一些投资者可能对 Shopee（Sea Limited 的电子商务部门）向新地理市场的持续扩张感到害怕。值得注意的是，Shopee 继续报告每个订单的调整后 EBITDA 损失，如上所示。因此，一些投资者可能担心该公司的盘子是否有太多难以处理。在过去的三个月里，该公司进入了印度、法国、西班牙和波兰等新市场。此外，它还在拉丁美洲，特别是巴西与自由市场（MELI）的斗争。因此，人们担心 Sea Limited 能否在这些市场继续其娴熟的执行，同时仍在亏损。我们认为这种担忧是合理的。然而，Sea Limited 在渗透现有企业拥有强大领导地位的最重要市场方面表现出了巨大的能力。它包括东南亚的Lazada（BABA）、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是，它利用了“后来者”的优势，试图与现任者竞争。值得注意的是，Sea Limited并不反对竞争。它与现有企业相比蓬勃发展，并使这些地理区域的电子商务领域更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订调整后每股收益平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而，由于其电子商务的扩张，盈利之路可能会进一步延长。读者可以快速浏览上图，其中2023财年在过去五个月中对其调整后的每股收益预期进行了下调。然而，我们认为，如果您是至少有五年期限的长期投资者，则无需担心。Sea Limited 的早期投资者可以清楚地回忆起该公司每笔订单的巨额调整后 EBITDA 损失，如上图表所示。Shopee 在过去五年中规模巨大，并进一步提高了运营杠杆。但是，重要的是要注意，扩大规模需要时间。因此，预计新地理市场的早期亏损。但是，管理层在过去三年中已经展示了其执行能力。考虑到过去几年调整后 EBITDA 亏损大幅减少，我们相信 Shopee 比以前更有能力进行扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么，SE 股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE 股票的 EV/NTM 收入为 8.3 倍。因此，它已将其恢复到 4 年 NTM 收入倍数平均值 8.6 倍。我们相信现在有一个绝佳的机会，因为市场无疑已经反应过度。正如清楚地表明的那样，SE 仍有望在未来实现巨大的收入增长，尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到其2023财年收入预期，SE 股票的交易价格仅为2023财年收入的 5.8 倍。没有人能够准确预测该股未来几个月的走势。但是，我们认为现在这是一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE 股价目标与实际价格趋势。来源：Seeking Alpha</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外，读者可以观察到，SE 股票的共识目标价 (PT) 405.87 美元与其当前价格之间的估值差距一段时间以来从未如此显着。这比4月/5月的上一次大幅调整更加明显。值得注意的是，尽管存在所谓的“博彩逆风”，但共识目标价格已被上调。而且，如果你看一下价格图表，随着时间的推移，SE 股价一直非常一致地遵循修订后的 PT 趋势。因此，当前价格可能是您在很长一段时间内观察到的最大折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&amp;P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源：S&amp;P Capital IQ、公司文件、作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的 DCF 模型还显示，SE 股票目前被严重低估，隐含公允价值为 371.46 美元。我们在模型中也使用了合理的估计。此外，我们相信，随着SE在新市场的扩大规模，SE将继续获得显著的运营杠杆。我们预计，到 2025 财年，其调整后 EBITDA 利润率可能达到 15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后，该股还在测试一个关键支撑位，该支撑位自 2021 年初以来一直有力地支撑着该股的上涨。因此，有足够的理由相信，目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此，<i>我们将 SE 股票评级修改为强力买入</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109541249","content_text":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss why investors should capitalize on its recent significant correction to add exposure.\n\nkokkai/iStock Unreleased via Getty Images\nInvestment Thesis\nSea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.\nMoreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.\nNotably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.\nOur internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.\nWe discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.\nSE Stock YTD Performance\nSE stock YTD performance (as of 17 December'21).\nAs a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.\nSea Stock Estimates Have Consistently Been Revised Upwards\nSea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nReaders can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.\nThere were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.\nMoreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.\nGlobal games market forecast. Source: Google, Newzoo\nIn addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.\nShopee adjusted EBITDA per order. Data source: Company filings\nBut, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.\nSea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nNevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.\nSo, is SE Stock a Buy Now?\nSE stock EV/NTM Revenue 4Y mean.\nSE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.\nConsidering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.\nSE stock price target Vs. actual price trend. Source: Seeking Alpha\nMoreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.\nSE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author\nOur DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.\nLastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.\nConsequently,we revise our rating on SE stock to Strong Buy.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":5257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699511099,"gmtCreate":1639837289481,"gmtModify":1639838040024,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"Something to buy for&nbsp;Christmas..&nbsp;<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>","listText":"Something to buy for&nbsp;Christmas..&nbsp;<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>","text":"Something to buy for Christmas.. $Walt Disney(DIS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699511099","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":4413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699635310,"gmtCreate":1639790152433,"gmtModify":1639790152559,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a>not bad&nbsp;dividend stock","listText":"<a href=\"https://laohu8.com/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a>not bad&nbsp;dividend stock","text":"$CapLand IntCom T(C38U.SI)$not bad dividend stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699635310","isVote":1,"tweetType":1,"viewCount":4001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699736332,"gmtCreate":1639890959338,"gmtModify":1639890959462,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"Likeeeee","listText":"Likeeeee","text":"Likeeeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699736332","repostId":"2192035909","repostType":4,"isVote":1,"tweetType":1,"viewCount":3770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691351724,"gmtCreate":1640140431968,"gmtModify":1640140432148,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/691351724","repostId":"1122685744","repostType":4,"repost":{"id":"1122685744","kind":"news","pubTimestamp":1640139942,"share":"https://www.laohunote.com/m/news/1122685744?lang=zh_CN&edition=full","pubTime":"2021-12-22 10:25","market":"us","language":"en","title":"Why Tesla Stock Jumped on Tuesday<blockquote>为什么特斯拉股价周二上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122685744","media":"Motley Fool","summary":"What happened\nShares of Tesla(NASDAQ:TSLA)jumped on Tuesday, rising 4.29% today.\nThe stock's gain wa","content":"<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of&nbsp;<b>Tesla</b>(NASDAQ:TSLA)jumped on Tuesday, rising 4.29% today.</p><p><blockquote>股份<b>特斯拉</b>（纳斯达克股票代码：TSLA）周二上涨，今日上涨4.29%。</blockquote></p><p> The stock's gain was likely primarily driven by an upbeat day in the overall market -- especially for&nbsp;growth stocks&nbsp;like Tesla.</p><p><blockquote>该股的上涨可能主要是由整体市场乐观的一天推动的，尤其是特斯拉等成长型股票。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Capturing optimism in the overall market on Tuesday, the&nbsp;<b>S&amp;P 500</b>&nbsp;was up 1.78% today. The tech-heavy&nbsp;<b>Nasdaq Composite</b>, however, was up 2.4%. Many growth stocks like Tesla were up several percentage points or more, rebounding some from a sharp sell-off earlier this month.</p><p><blockquote>周二，整个市场充满乐观情绪，<b>标普500</b>今天上涨1.78%。科技密集型<b>纳斯达克复合材料</b>然而，上涨了 2.4%。特斯拉等许多成长型股票上涨了几个百分点或更多，其中一些股票从本月早些时候的大幅抛售中反弹。</blockquote></p><p> Tesla stock's gain today represents a bit of a rebound from a steep sell-off recently. Even including today's gain, the stock has slid 25% from a high of more than $1,243 just a few months ago.</p><p><blockquote>特斯拉股票今天的上涨代表了从最近的大幅抛售中的一点反弹。即使算上今天的涨幅，该股也已从几个月前超过 1,243 美元的高点下跌了 25%。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> As the year wraps up, Tesla investors have the company's&nbsp;fourth-quarter vehicle deliveries&nbsp;to look forward to. While the challenging global supply chain and logistics environment that Tesla is operating in makes it difficult to forecast the quarter, analysts are expecting record deliveries during the period. But a wide range of outcomes are possible.</p><p><blockquote>随着年底的结束，特斯拉投资者可以期待该公司第四季度的汽车交付量。尽管特斯拉运营所处的全球供应链和物流环境充满挑战，因此很难预测本季度的业绩，但分析师预计在此期间的交付量将创纪录。但是各种各样的结果都是可能的。</blockquote></p><p> Tesla delivered 241,391 vehicles in its third quarter, representing 73% year-over-year growth. For the current quarter, analysts generally expect 260,000 or more deliveries. This would put total deliveries for the year at over 887,000 -- far higher than the 500,000 vehicles the company delivered in 2020.</p><p><blockquote>特斯拉第三季度交付汽车241,391辆，同比增长73%。对于本季度，分析师普遍预计交付量为 260,000 辆或更多。这将使今年的总交付量超过 887,000 辆，远高于该公司 2020 年交付的 500,000 辆汽车。</blockquote></p><p> The company usually posts its quarterly deliveries within three calendar days of each quarter's end, or somewhere around Jan. 1 to Jan. 3 for Tesla's Q4.</p><p><blockquote>该公司通常在每个季度结束后的三个日历日内发布季度交付情况，或者特斯拉第四季度的 1 月 1 日至 1 月 3 日左右发布季度交付情况。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Stock Jumped on Tuesday<blockquote>为什么特斯拉股价周二上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Stock Jumped on Tuesday<blockquote>为什么特斯拉股价周二上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-22 10:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of&nbsp;<b>Tesla</b>(NASDAQ:TSLA)jumped on Tuesday, rising 4.29% today.</p><p><blockquote>股份<b>特斯拉</b>（纳斯达克股票代码：TSLA）周二上涨，今日上涨4.29%。</blockquote></p><p> The stock's gain was likely primarily driven by an upbeat day in the overall market -- especially for&nbsp;growth stocks&nbsp;like Tesla.</p><p><blockquote>该股的上涨可能主要是由整体市场乐观的一天推动的，尤其是特斯拉等成长型股票。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Capturing optimism in the overall market on Tuesday, the&nbsp;<b>S&amp;P 500</b>&nbsp;was up 1.78% today. The tech-heavy&nbsp;<b>Nasdaq Composite</b>, however, was up 2.4%. Many growth stocks like Tesla were up several percentage points or more, rebounding some from a sharp sell-off earlier this month.</p><p><blockquote>周二，整个市场充满乐观情绪，<b>标普500</b>今天上涨1.78%。科技密集型<b>纳斯达克复合材料</b>然而，上涨了 2.4%。特斯拉等许多成长型股票上涨了几个百分点或更多，其中一些股票从本月早些时候的大幅抛售中反弹。</blockquote></p><p> Tesla stock's gain today represents a bit of a rebound from a steep sell-off recently. Even including today's gain, the stock has slid 25% from a high of more than $1,243 just a few months ago.</p><p><blockquote>特斯拉股票今天的上涨代表了从最近的大幅抛售中的一点反弹。即使算上今天的涨幅，该股也已从几个月前超过 1,243 美元的高点下跌了 25%。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> As the year wraps up, Tesla investors have the company's&nbsp;fourth-quarter vehicle deliveries&nbsp;to look forward to. While the challenging global supply chain and logistics environment that Tesla is operating in makes it difficult to forecast the quarter, analysts are expecting record deliveries during the period. But a wide range of outcomes are possible.</p><p><blockquote>随着年底的结束，特斯拉投资者可以期待该公司第四季度的汽车交付量。尽管特斯拉运营所处的全球供应链和物流环境充满挑战，因此很难预测本季度的业绩，但分析师预计在此期间的交付量将创纪录。但是各种各样的结果都是可能的。</blockquote></p><p> Tesla delivered 241,391 vehicles in its third quarter, representing 73% year-over-year growth. For the current quarter, analysts generally expect 260,000 or more deliveries. This would put total deliveries for the year at over 887,000 -- far higher than the 500,000 vehicles the company delivered in 2020.</p><p><blockquote>特斯拉第三季度交付汽车241,391辆，同比增长73%。对于本季度，分析师普遍预计交付量为 260,000 辆或更多。这将使今年的总交付量超过 887,000 辆，远高于该公司 2020 年交付的 500,000 辆汽车。</blockquote></p><p> The company usually posts its quarterly deliveries within three calendar days of each quarter's end, or somewhere around Jan. 1 to Jan. 3 for Tesla's Q4.</p><p><blockquote>该公司通常在每个季度结束后的三个日历日内发布季度交付情况，或者特斯拉第四季度的 1 月 1 日至 1 月 3 日左右发布季度交付情况。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/21/why-tesla-stock-jumped-on-tuesday/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/12/21/why-tesla-stock-jumped-on-tuesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122685744","content_text":"What happened\nShares of Tesla(NASDAQ:TSLA)jumped on Tuesday, rising 4.29% today.\nThe stock's gain was likely primarily driven by an upbeat day in the overall market -- especially for growth stocks like Tesla.\nSo what\nCapturing optimism in the overall market on Tuesday, the S&P 500 was up 1.78% today. The tech-heavy Nasdaq Composite, however, was up 2.4%. Many growth stocks like Tesla were up several percentage points or more, rebounding some from a sharp sell-off earlier this month.\nTesla stock's gain today represents a bit of a rebound from a steep sell-off recently. Even including today's gain, the stock has slid 25% from a high of more than $1,243 just a few months ago.\nNow what\nAs the year wraps up, Tesla investors have the company's fourth-quarter vehicle deliveries to look forward to. While the challenging global supply chain and logistics environment that Tesla is operating in makes it difficult to forecast the quarter, analysts are expecting record deliveries during the period. But a wide range of outcomes are possible.\nTesla delivered 241,391 vehicles in its third quarter, representing 73% year-over-year growth. For the current quarter, analysts generally expect 260,000 or more deliveries. This would put total deliveries for the year at over 887,000 -- far higher than the 500,000 vehicles the company delivered in 2020.\nThe company usually posts its quarterly deliveries within three calendar days of each quarter's end, or somewhere around Jan. 1 to Jan. 3 for Tesla's Q4.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":4187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690712088,"gmtCreate":1639708391855,"gmtModify":1639709068349,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690712088","repostId":"1172405131","repostType":4,"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690718116,"gmtCreate":1639708290446,"gmtModify":1639709051044,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"I see..","listText":"I see..","text":"I see..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690718116","repostId":"2192941918","repostType":4,"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693181125,"gmtCreate":1639985501975,"gmtModify":1639985502148,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"so good :D","listText":"so good :D","text":"so good :D","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693181125","repostId":"2192076079","repostType":4,"isVote":1,"tweetType":1,"viewCount":2549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699632017,"gmtCreate":1639790009484,"gmtModify":1639790010487,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"😶","listText":"😶","text":"😶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699632017","repostId":"1114105828","repostType":4,"repost":{"id":"1114105828","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639751560,"share":"https://www.laohunote.com/m/news/1114105828?lang=zh_CN&edition=full","pubTime":"2021-12-17 22:32","market":"us","language":"en","title":"U.S. stocks sink at Friday's open,Nasdaq Composite Index declines 0.9%<blockquote>美国股市周五开盘下跌，纳斯达克综合指数下跌0.9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114105828","media":"Tiger Newspress","summary":"U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq ","content":"<p>U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq Composite Index declines 0.9%,Dow trades 0.5% lower; S&amp;P 500 down 0.6%.</p><p><blockquote>美国股市周五开盘下跌，10年期国债收益率跌破1.4%，美联储本周上限，纳斯达克综合指数下跌0.9%，道琼斯指数下跌0.5%；标普500下跌0.6%。</blockquote></p><p> Shares of FedEx (FDX) jumped after the shipping giant raised its full-year earnings forecast, delivered better-than-expected fiscal second-quarter results and authorized a new $5 billion stock buyback program. Rivian (RIVN), meanwhile, saw shares sink following its first quarterly report since its IPO last month. The electric-vehicle makersaid in its shareholder letterit expected to be \"a few hundred vehicles short\" of its prior target of producing 1,200 units by the end of this year.</p><p><blockquote>航运巨头联邦快递 (FDX) 上调全年盈利预期、第二财季业绩好于预期并授权新的 50 亿美元股票回购计划后，该公司股价上涨。与此同时，Rivian (RIVN) 在发布自上个月 IPO 以来的首份季度报告后股价下跌。这家电动汽车制造商在致股东信中表示，预计到今年年底生产 1,200 辆汽车的目标将“少几百辆”。</blockquote></p><p> Investors' main focus this week has remained fixed on the Federal Reserve's updated outlook on monetary policy for next year, with the central bank's projections delivered mid-week suggesting the Fedcould hike interest rates three times next year.</p><p><blockquote>投资者本周的主要关注点仍然是美联储对明年货币政策的最新展望，央行周中发布的预测表明美联储明年可能加息三次。</blockquote></p><p> The specter of higher rates — and a lower-liquidity environment as the central bank also speeds up the tapering process of its asset purchases — has continued to weigh heavily on longer-duration technology and growth stocks valued heavily on future earnings potential. The Nasdaq Composite has fallen by 5% over the past month through Thursday's close. And shares of some notable technology stocks extended declines on Friday, with Apple (AAPL) shares dropping by more than 1% in early trading after a nearly 4% decrease on Thursday.</p><p><blockquote>利率上升的幽灵——以及随着央行也加快缩减资产购买进程而导致的流动性环境下降——继续给长期期限较长的科技股和成长型股票带来沉重压力，这些股票对未来盈利潜力估值较高。截至周四收盘，纳斯达克综合指数在过去一个月下跌了 5%。一些著名科技股的股价周五延续跌势，苹果 (AAPL) 股价继周四下跌近 4% 后，早盘交易中下跌超过 1%。</blockquote></p><p> On the other hand, cyclical stocks in the energy and financials sectors outperformed on Thursday, with the prospects of higher interest rates and stronger growth seen as benefitting these sectors.</p><p><blockquote>另一方面，能源和金融行业的周期性股票周四表现优异，利率上升和增长强劲的前景被视为有利于这些行业。</blockquote></p><p> \"The thing investors have to understand is, we're going through a major transition in monetary policy,\" Troy Gayeski, FS Investments chief market strategist,told Yahoo Finance Live on Thursday.\"The Fed has been running emergency policies arguably far longer than they should have been, and as that money supply growth slows down as they ease off the balance sheet expansion and ultimately hike next year, one would at least expect more volatility in markets. And that's really what we've been seeing the last month.\"</p><p><blockquote>FS Investments 首席市场策略师特洛伊·盖耶斯基 (Troy Gayeski) 周四对雅虎财经直播表示：“投资者必须明白的是，我们正在经历货币政策的重大转变。”美联储实施紧急政策的时间可以说远远超过了应该的时间，随着货币供应量增长放缓，随着资产负债表扩张的放松，并最终在明年加息，人们至少可以预计市场会出现更大的波动。这确实是我们上个月所看到的。”</blockquote></p><p> \"The biggest difference between now and six months ago, or even more than a year ago, is you could pretty much go long anything and you were confident it was going to go up. The economy was booming, we had a lot of fiscal stimulus, we still had unprecedented monetary policy stimulus,\" he added. \"And it's a very different environment in 2022 where you're going to have to pick and choose much more carefully.\"</p><p><blockquote>“现在与六个月前，甚至一年多前最大的区别在于，你几乎可以做多任何事情，而且你有信心它会上涨。经济正在蓬勃发展，我们有很多财政刺激，我们仍然有前所未有的货币政策刺激，”他补充道。“2022 年的环境截然不同，你必须更加仔细地挑选。”</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>U.S. stocks sink at Friday's open,Nasdaq Composite Index declines 0.9%<blockquote>美国股市周五开盘下跌，纳斯达克综合指数下跌0.9%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nU.S. stocks sink at Friday's open,Nasdaq Composite Index declines 0.9%<blockquote>美国股市周五开盘下跌，纳斯达克综合指数下跌0.9%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-17 22:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq Composite Index declines 0.9%,Dow trades 0.5% lower; S&amp;P 500 down 0.6%.</p><p><blockquote>美国股市周五开盘下跌，10年期国债收益率跌破1.4%，美联储本周上限，纳斯达克综合指数下跌0.9%，道琼斯指数下跌0.5%；标普500下跌0.6%。</blockquote></p><p> Shares of FedEx (FDX) jumped after the shipping giant raised its full-year earnings forecast, delivered better-than-expected fiscal second-quarter results and authorized a new $5 billion stock buyback program. Rivian (RIVN), meanwhile, saw shares sink following its first quarterly report since its IPO last month. The electric-vehicle makersaid in its shareholder letterit expected to be \"a few hundred vehicles short\" of its prior target of producing 1,200 units by the end of this year.</p><p><blockquote>航运巨头联邦快递 (FDX) 上调全年盈利预期、第二财季业绩好于预期并授权新的 50 亿美元股票回购计划后，该公司股价上涨。与此同时，Rivian (RIVN) 在发布自上个月 IPO 以来的首份季度报告后股价下跌。这家电动汽车制造商在致股东信中表示，预计到今年年底生产 1,200 辆汽车的目标将“少几百辆”。</blockquote></p><p> Investors' main focus this week has remained fixed on the Federal Reserve's updated outlook on monetary policy for next year, with the central bank's projections delivered mid-week suggesting the Fedcould hike interest rates three times next year.</p><p><blockquote>投资者本周的主要关注点仍然是美联储对明年货币政策的最新展望，央行周中发布的预测表明美联储明年可能加息三次。</blockquote></p><p> The specter of higher rates — and a lower-liquidity environment as the central bank also speeds up the tapering process of its asset purchases — has continued to weigh heavily on longer-duration technology and growth stocks valued heavily on future earnings potential. The Nasdaq Composite has fallen by 5% over the past month through Thursday's close. And shares of some notable technology stocks extended declines on Friday, with Apple (AAPL) shares dropping by more than 1% in early trading after a nearly 4% decrease on Thursday.</p><p><blockquote>利率上升的幽灵——以及随着央行也加快缩减资产购买进程而导致的流动性环境下降——继续给长期期限较长的科技股和成长型股票带来沉重压力，这些股票对未来盈利潜力估值较高。截至周四收盘，纳斯达克综合指数在过去一个月下跌了 5%。一些著名科技股的股价周五延续跌势，苹果 (AAPL) 股价继周四下跌近 4% 后，早盘交易中下跌超过 1%。</blockquote></p><p> On the other hand, cyclical stocks in the energy and financials sectors outperformed on Thursday, with the prospects of higher interest rates and stronger growth seen as benefitting these sectors.</p><p><blockquote>另一方面，能源和金融行业的周期性股票周四表现优异，利率上升和增长强劲的前景被视为有利于这些行业。</blockquote></p><p> \"The thing investors have to understand is, we're going through a major transition in monetary policy,\" Troy Gayeski, FS Investments chief market strategist,told Yahoo Finance Live on Thursday.\"The Fed has been running emergency policies arguably far longer than they should have been, and as that money supply growth slows down as they ease off the balance sheet expansion and ultimately hike next year, one would at least expect more volatility in markets. And that's really what we've been seeing the last month.\"</p><p><blockquote>FS Investments 首席市场策略师特洛伊·盖耶斯基 (Troy Gayeski) 周四对雅虎财经直播表示：“投资者必须明白的是，我们正在经历货币政策的重大转变。”美联储实施紧急政策的时间可以说远远超过了应该的时间，随着货币供应量增长放缓，随着资产负债表扩张的放松，并最终在明年加息，人们至少可以预计市场会出现更大的波动。这确实是我们上个月所看到的。”</blockquote></p><p> \"The biggest difference between now and six months ago, or even more than a year ago, is you could pretty much go long anything and you were confident it was going to go up. The economy was booming, we had a lot of fiscal stimulus, we still had unprecedented monetary policy stimulus,\" he added. \"And it's a very different environment in 2022 where you're going to have to pick and choose much more carefully.\"</p><p><blockquote>“现在与六个月前，甚至一年多前最大的区别在于，你几乎可以做多任何事情，而且你有信心它会上涨。经济正在蓬勃发展，我们有很多财政刺激，我们仍然有前所未有的货币政策刺激，”他补充道。“2022 年的环境截然不同，你必须更加仔细地挑选。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114105828","content_text":"U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq Composite Index declines 0.9%,Dow trades 0.5% lower; S&P 500 down 0.6%.\nShares of FedEx (FDX) jumped after the shipping giant raised its full-year earnings forecast, delivered better-than-expected fiscal second-quarter results and authorized a new $5 billion stock buyback program. Rivian (RIVN), meanwhile, saw shares sink following its first quarterly report since its IPO last month. The electric-vehicle makersaid in its shareholder letterit expected to be \"a few hundred vehicles short\" of its prior target of producing 1,200 units by the end of this year.\nInvestors' main focus this week has remained fixed on the Federal Reserve's updated outlook on monetary policy for next year, with the central bank's projections delivered mid-week suggesting the Fedcould hike interest rates three times next year.\nThe specter of higher rates — and a lower-liquidity environment as the central bank also speeds up the tapering process of its asset purchases — has continued to weigh heavily on longer-duration technology and growth stocks valued heavily on future earnings potential. The Nasdaq Composite has fallen by 5% over the past month through Thursday's close. And shares of some notable technology stocks extended declines on Friday, with Apple (AAPL) shares dropping by more than 1% in early trading after a nearly 4% decrease on Thursday.\nOn the other hand, cyclical stocks in the energy and financials sectors outperformed on Thursday, with the prospects of higher interest rates and stronger growth seen as benefitting these sectors.\n\"The thing investors have to understand is, we're going through a major transition in monetary policy,\" Troy Gayeski, FS Investments chief market strategist,told Yahoo Finance Live on Thursday.\"The Fed has been running emergency policies arguably far longer than they should have been, and as that money supply growth slows down as they ease off the balance sheet expansion and ultimately hike next year, one would at least expect more volatility in markets. And that's really what we've been seeing the last month.\"\n\"The biggest difference between now and six months ago, or even more than a year ago, is you could pretty much go long anything and you were confident it was going to go up. The economy was booming, we had a lot of fiscal stimulus, we still had unprecedented monetary policy stimulus,\" he added. \"And it's a very different environment in 2022 where you're going to have to pick and choose much more carefully.\"","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699736880,"gmtCreate":1639891011137,"gmtModify":1639891011251,"author":{"id":"4102211517556300","authorId":"4102211517556300","name":"Rattything","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102211517556300","authorIdStr":"4102211517556300"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699736880","repostId":"1116106959","repostType":4,"repost":{"id":"1116106959","kind":"news","pubTimestamp":1639785552,"share":"https://www.laohunote.com/m/news/1116106959?lang=zh_CN&edition=full","pubTime":"2021-12-18 07:59","market":"us","language":"en","title":"Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116106959","media":"Reuters","summary":" - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.The S","content":"<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>（路透社） - 华尔街周五收低，受到大型科技公司的拖累，投资者担心奥密克戎冠状病毒变种，并消化了美联储更快结束大流行时代刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示到 2022 年底加息三个四分之一个百分点以应对通胀飙升后，美国三大股指本周全部下跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&amp;P 500 and Nasdaq.</p><p><blockquote>英伟达下跌 2.1%，Alphabet下跌 1.9%，均令标普500和纳斯达克承压。</blockquote></p><p> The S&amp;P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%，价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&amp;P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11个主要板块指数全部下跌，其中金融股领跌2.3%。能源损失2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞公司周五表示，疫情可能会持续到明年，这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备，一项研究警告说，快速传播的奥密克戎冠状病毒变种再次感染人们的可能性是其前身德尔塔的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出，年终税收抛售以及股票期权、股指期货和指数期权合约同时到期（被称为三重巫术）是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>“这是一个重要的期权到期日，”新泽西州查塔姆 Themis Trading 的交易联席经理 Joe Saluzzi 表示。“现在你再加上一些奥密克戎，你就会出现波动，我认为这会给投资者带来很多不确定性。你打算在年底前把仓位放在哪里？”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&amp;P 500 index gained around 23% in the same period.</p><p><blockquote>2021年，英伟达和微软等权重成长股的表现优于大盘，而费城东南半导体指数则飙升约35%。同期，基准标普500指数上涨约 23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&amp;P 500 lost 1.03% to 4,620.64.</p><p><blockquote>在周五的交易中，道琼斯工业平均指数下跌1.48%，收于35,365.44点，而标普500指数下跌1.03%，至4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌 0.07%，至 15,169.68 点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>从积极的方面来看，小盘股罗素 2000 指数在从 11 月初的历史高点下跌超过 10% 后反弹 1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期，美国交易所的成交量跃升至 166 亿股，远高于过去 20 个交易日 119 亿股的平均水平。</blockquote></p><p> For the week, the S&amp;P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周，标普500指数下跌1.9%，道琼斯指数下跌1.7%，纳斯达克指数下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>在周五的交易中，甲骨文暴跌 6.4%，此前《华尔街日报》报道了这家企业软件制造商正在洽谈收购电子病历公司 Cerner，交易价值可能为 300 亿美元。Cerner 股价飙升 12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>联邦快递公司 (FedEx Corp) 周四恢复了最初的 2022 财年预测，尽管持续的劳动力困境削弱了利润，但该公司股价上涨近 5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 1.50 比 1；在纳斯达克，1.16比1的比率有利于进步人士。</blockquote></p><p> The S&amp;P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下 22 个 52 周新高和 7 个新低；纳斯达克综合指数创下28个新高和341个新低。</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>Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-18 07:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>（路透社） - 华尔街周五收低，受到大型科技公司的拖累，投资者担心奥密克戎冠状病毒变种，并消化了美联储更快结束大流行时代刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示到 2022 年底加息三个四分之一个百分点以应对通胀飙升后，美国三大股指本周全部下跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&amp;P 500 and Nasdaq.</p><p><blockquote>英伟达下跌 2.1%，Alphabet下跌 1.9%，均令标普500和纳斯达克承压。</blockquote></p><p> The S&amp;P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%，价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&amp;P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11个主要板块指数全部下跌，其中金融股领跌2.3%。能源损失2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞公司周五表示，疫情可能会持续到明年，这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备，一项研究警告说，快速传播的奥密克戎冠状病毒变种再次感染人们的可能性是其前身德尔塔的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出，年终税收抛售以及股票期权、股指期货和指数期权合约同时到期（被称为三重巫术）是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>“这是一个重要的期权到期日，”新泽西州查塔姆 Themis Trading 的交易联席经理 Joe Saluzzi 表示。“现在你再加上一些奥密克戎，你就会出现波动，我认为这会给投资者带来很多不确定性。你打算在年底前把仓位放在哪里？”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&amp;P 500 index gained around 23% in the same period.</p><p><blockquote>2021年，英伟达和微软等权重成长股的表现优于大盘，而费城东南半导体指数则飙升约35%。同期，基准标普500指数上涨约 23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&amp;P 500 lost 1.03% to 4,620.64.</p><p><blockquote>在周五的交易中，道琼斯工业平均指数下跌1.48%，收于35,365.44点，而标普500指数下跌1.03%，至4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌 0.07%，至 15,169.68 点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>从积极的方面来看，小盘股罗素 2000 指数在从 11 月初的历史高点下跌超过 10% 后反弹 1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期，美国交易所的成交量跃升至 166 亿股，远高于过去 20 个交易日 119 亿股的平均水平。</blockquote></p><p> For the week, the S&amp;P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周，标普500指数下跌1.9%，道琼斯指数下跌1.7%，纳斯达克指数下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>在周五的交易中，甲骨文暴跌 6.4%，此前《华尔街日报》报道了这家企业软件制造商正在洽谈收购电子病历公司 Cerner，交易价值可能为 300 亿美元。Cerner 股价飙升 12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>联邦快递公司 (FedEx Corp) 周四恢复了最初的 2022 财年预测，尽管持续的劳动力困境削弱了利润，但该公司股价上涨近 5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 1.50 比 1；在纳斯达克，1.16比1的比率有利于进步人士。</blockquote></p><p> The S&amp;P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下 22 个 52 周新高和 7 个新低；纳斯达克综合指数创下28个新高和341个新低。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html\">Reuters</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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116106959","content_text":"(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.\nAll three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.\nNvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.\nThe S&P 500 growth index lost 0.7% and the value index declined 1.4%.\nAll of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.\nAdding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.\nTraders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.\n\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"\nHeavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.\nIn Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.\nThe Nasdaq Composite dropped 0.07% to 15,169.68.\nOn a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.\nWith options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.\nFor the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.\nIn Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.\nFedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.\nThe S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}