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AloAlo
AloAlo
·
2021-12-25
go go!
Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗?2022年10项技术预测</blockquote>
Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is b
Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗?2022年10项技术预测</blockquote>
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AloAlo
AloAlo
·
2021-12-23
wow!
Tesla Q4 Sales Expected To Jump 43% On Robust December Deliveries: TrueCar<blockquote>TrueCar:由于12月交付量强劲,特斯拉第四季度销量预计将增长43%</blockquote>
Tesla Inc’s fourth-quarter sales in the U.S. are expected to jump 42.8% to 97,417 electric vehicles
Tesla Q4 Sales Expected To Jump 43% On Robust December Deliveries: TrueCar<blockquote>TrueCar:由于12月交付量强劲,特斯拉第四季度销量预计将增长43%</blockquote>
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AloAlo
AloAlo
·
2021-12-10
nice
Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote>
Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market ca
Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote>
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AloAlo
AloAlo
·
2021-10-30
nice
非常抱歉,此主贴已删除
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AloAlo
AloAlo
·
2021-10-29
wow
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AloAlo
AloAlo
·
2021-09-17
wow
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AloAlo
AloAlo
·
2021-09-06
nice!
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AloAlo
AloAlo
·
2021-08-22
like please
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AloAlo
AloAlo
·
2021-08-16
Like!
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AloAlo
AloAlo
·
2021-08-12
hmm, dip?
Why Moderna Stock Crashed Today<blockquote>为什么Moderna股票今天暴跌</blockquote>
What happened Shares of Moderna(NASDAQ: MRNA) plunged 15.6% on Wednesday after Europe's drug regulat
Why Moderna Stock Crashed Today<blockquote>为什么Moderna股票今天暴跌</blockquote>
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go!","listText":"go go!","text":"go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698254501","repostId":"1195657371","repostType":4,"repost":{"id":"1195657371","kind":"news","pubTimestamp":1640394204,"share":"https://www.laohu8.com/m/news/1195657371?lang=zh_CN&edition=full","pubTime":"2021-12-25 09:03","market":"us","language":"en","title":"Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗?2022年10项技术预测</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195657371","media":"Seeking Alpha","summary":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is b","content":"<p><ul> <li>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.</li> <li>Analyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.</li> <li>As part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.</li> <li>Ives also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.</li> <li>The metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.</li> <li>Ives also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).</li> <li>Cybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).</li> <li>Despite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&A candidates for next year.</li> <li>On the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"</li> <li>Keeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.</li> <li>Ives also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.</li> <li>Lastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).</li> </ul></p><p><blockquote><ul><li>华尔街已经开始对明年进行年度前瞻预测,韦德布什证券看好多个主题,包括苹果(纳斯达克:AAPL)、微软(纳斯达克:MSFT)、Alphabet(纳斯达克:GOOGL)和其他大型科技公司。</li><li>分析师Dan Ives认为,股市最近出现的一些波动只不过是“痛苦的消化期(以及对奥密克戎的担忧)”,因为盈利预期现在考虑了鹰派美联储和科技股估值过高的因素。然而,艾夫斯看好明年的科技股。</li><li>作为他预测清单的一部分,Ives认为苹果(AAPL)将在夏季推出其期待已久且经常被猜测的AR/VR耳机苹果眼镜,这将“为该股带来另一个主要增长催化剂”,因为世界上最有价值的公司继续从其用户群中获利。</li><li>Ives还认为,以景顺QQQ Trust Series 1(纳斯达克股票代码:QQQ)为代表的更广泛的纳斯达克(COMP.IND)到年底可能会从目前的15,400左右达到19,000点,因为企业和消费者之间的数字化转型仍在继续。他补充说,更广泛的科技行业的潜在增长前景是正常化或历史模式的两到三倍。</li><li>Ives表示,随着Meta Platforms(纳斯达克股票代码:FB)、苹果(AAPL)、谷歌(GOOGL)等公司和微软(MSFT)明年将在该领域投资“数十亿”美元,并且可能会出现“大量”合并活动。</li><li>艾夫斯还认为,随着进入者在未来十年追求1万亿美元的支出,云军备竞赛将保持激烈。他认为,到2022年底,超过50%的工作负载将位于云上,高于目前的43%,这主要有利于亚马逊(纳斯达克:AMZN)、微软(MSFT)和谷歌(GOOGL),其次是甲骨文(纽约证券交易所代码:ORCL)和IBM(纽约证券交易所代码:IBM)。</li><li>艾夫斯预测,明年网络安全预算似乎将大幅增加,2022年将增长21%,比2021年“强劲”的一年高出约1%。因此,他相信Zscaler(纳斯达克股票代码:ZS)、Tenable(纽约证券交易所股票代码:TEN)、CyberArk(纳斯达克股票代码:CYBR)、Varonis(纳斯达克股票代码:VRNS)、Sailpoint(纽约证券交易所股票代码:SAIL)、Fortinet(纳斯达克股票代码:FTNT)和Palo Alto Networks(纳斯达克股票代码:PANW)。</li><li>艾夫斯认为,尽管利率环境可能会上升,但科技公司明年可能会继续大举支出和收购。Cerence(纳斯达克:CRNC)、Matterport(纳斯达克:MTTR)、Varonis(VRNS)、Rapid7(纳斯达克:RPD)和Sailpoint(SAIL)是该分析师明年的五大并购候选者。</li><li>在宏观方面,艾夫斯认为芯片短缺,特别是亚洲以外的芯片短缺,将在今年上半年“显着缓解”。苹果(AAPL)和芯片公司——艾夫斯没有提到任何具体的公司——是“从这一关键动态宽松中受益的最佳跳板赌注”。</li><li>艾夫斯认为,与更广泛的想法保持一致,美国和欧洲的监管环境将围绕反垄断和垄断问题对大型科技公司构成威胁,但这可能会在很大程度上导致公司被罚款,并可能阻碍他们购买或收购其他公司的能力。</li><li>艾夫斯还认为,随着政府继续打击企业,中国科技公司将继续成为全球投资者“非常危险”的空间。因此,这可能会导致更多美元从中国科技股流出并流入美国科技股。</li><li>最后,Ives认为苹果(AAPL)明年的市值将达到3万亿美元,随后是微软(MSFT)。</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>Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗?2022年10项技术预测</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\">\nWill Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗?2022年10项技术预测</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\">2021-12-25 09:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.</li> <li>Analyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.</li> <li>As part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.</li> <li>Ives also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.</li> <li>The metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.</li> <li>Ives also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).</li> <li>Cybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).</li> <li>Despite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&A candidates for next year.</li> <li>On the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"</li> <li>Keeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.</li> <li>Ives also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.</li> <li>Lastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).</li> </ul></p><p><blockquote><ul><li>华尔街已经开始对明年进行年度前瞻预测,韦德布什证券看好多个主题,包括苹果(纳斯达克:AAPL)、微软(纳斯达克:MSFT)、Alphabet(纳斯达克:GOOGL)和其他大型科技公司。</li><li>分析师Dan Ives认为,股市最近出现的一些波动只不过是“痛苦的消化期(以及对奥密克戎的担忧)”,因为盈利预期现在考虑了鹰派美联储和科技股估值过高的因素。然而,艾夫斯看好明年的科技股。</li><li>作为他预测清单的一部分,Ives认为苹果(AAPL)将在夏季推出其期待已久且经常被猜测的AR/VR耳机苹果眼镜,这将“为该股带来另一个主要增长催化剂”,因为世界上最有价值的公司继续从其用户群中获利。</li><li>Ives还认为,以景顺QQQ Trust Series 1(纳斯达克股票代码:QQQ)为代表的更广泛的纳斯达克(COMP.IND)到年底可能会从目前的15,400左右达到19,000点,因为企业和消费者之间的数字化转型仍在继续。他补充说,更广泛的科技行业的潜在增长前景是正常化或历史模式的两到三倍。</li><li>Ives表示,随着Meta Platforms(纳斯达克股票代码:FB)、苹果(AAPL)、谷歌(GOOGL)等公司和微软(MSFT)明年将在该领域投资“数十亿”美元,并且可能会出现“大量”合并活动。</li><li>艾夫斯还认为,随着进入者在未来十年追求1万亿美元的支出,云军备竞赛将保持激烈。他认为,到2022年底,超过50%的工作负载将位于云上,高于目前的43%,这主要有利于亚马逊(纳斯达克:AMZN)、微软(MSFT)和谷歌(GOOGL),其次是甲骨文(纽约证券交易所代码:ORCL)和IBM(纽约证券交易所代码:IBM)。</li><li>艾夫斯预测,明年网络安全预算似乎将大幅增加,2022年将增长21%,比2021年“强劲”的一年高出约1%。因此,他相信Zscaler(纳斯达克股票代码:ZS)、Tenable(纽约证券交易所股票代码:TEN)、CyberArk(纳斯达克股票代码:CYBR)、Varonis(纳斯达克股票代码:VRNS)、Sailpoint(纽约证券交易所股票代码:SAIL)、Fortinet(纳斯达克股票代码:FTNT)和Palo Alto Networks(纳斯达克股票代码:PANW)。</li><li>艾夫斯认为,尽管利率环境可能会上升,但科技公司明年可能会继续大举支出和收购。Cerence(纳斯达克:CRNC)、Matterport(纳斯达克:MTTR)、Varonis(VRNS)、Rapid7(纳斯达克:RPD)和Sailpoint(SAIL)是该分析师明年的五大并购候选者。</li><li>在宏观方面,艾夫斯认为芯片短缺,特别是亚洲以外的芯片短缺,将在今年上半年“显着缓解”。苹果(AAPL)和芯片公司——艾夫斯没有提到任何具体的公司——是“从这一关键动态宽松中受益的最佳跳板赌注”。</li><li>艾夫斯认为,与更广泛的想法保持一致,美国和欧洲的监管环境将围绕反垄断和垄断问题对大型科技公司构成威胁,但这可能会在很大程度上导致公司被罚款,并可能阻碍他们购买或收购其他公司的能力。</li><li>艾夫斯还认为,随着政府继续打击企业,中国科技公司将继续成为全球投资者“非常危险”的空间。因此,这可能会导致更多美元从中国科技股流出并流入美国科技股。</li><li>最后,Ives认为苹果(AAPL)明年的市值将达到3万亿美元,随后是微软(MSFT)。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195657371","content_text":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.\nAnalyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.\nAs part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.\nIves also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.\nThe metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.\nIves also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).\nCybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).\nDespite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&A candidates for next year.\nOn the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"\nKeeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.\nIves also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.\nLastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).","news_type":1,"symbols_score_info":{"AAPL":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698011036,"gmtCreate":1640259792437,"gmtModify":1640259792566,"author":{"id":"3562123214744222","authorId":"3562123214744222","name":"AloAlo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562123214744222","idStr":"3562123214744222"},"themes":[],"htmlText":"wow!","listText":"wow!","text":"wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698011036","repostId":"1140408431","repostType":4,"repost":{"id":"1140408431","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640258815,"share":"https://www.laohu8.com/m/news/1140408431?lang=zh_CN&edition=full","pubTime":"2021-12-23 19:26","market":"us","language":"en","title":"Tesla Q4 Sales Expected To Jump 43% On Robust December Deliveries: TrueCar<blockquote>TrueCar:由于12月交付量强劲,特斯拉第四季度销量预计将增长43%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140408431","media":"Benzinga","summary":"Tesla Inc’s fourth-quarter sales in the U.S. are expected to jump 42.8% to 97,417 electric vehicles ","content":"<p><b>Tesla Inc’s</b> fourth-quarter sales in the U.S. are expected to jump 42.8% to 97,417 electric vehicles from a year ago and 28.8% over the previous quarter, the latest automotive industry forecast from <b>TrueCar</b> reflected on Wednesday.</p><p><blockquote><b>特斯拉公司</b>根据最新的汽车行业预测,美国第四季度电动汽车销量预计将同比增长42.8%至97,417辆,环比增长28.8%<b>TrueCar</b>周三反映。</blockquote></p><p> <b>What Happened:</b>The <b>Elon Musk</b>-led company is expected to deliver 36,300 electric vehicles in the U.S. in December, a jump of 34.7% over last year and about 7% over November, according to TrueCar.</p><p><blockquote><b>发生了什么:</b>The<b>埃隆·马斯克</b>根据TrueCar的数据,这家以领先的公司预计12月份将在美国交付36,300辆电动汽车,比去年增长34.7%,比11月份增长约7%。</blockquote></p><p> Tesla sold 33,980 electric vehicles in November, the report noted.</p><p><blockquote>报告指出,特斯拉11月份售出了33,980辆电动汽车。</blockquote></p><p> Musk on Wednesday said Tesla is working hard to meet the year-end delivery targets as the electric vehicle maker company’s stock rejoined the $1-trillion-market-cap club.</p><p><blockquote>马斯克周三表示,随着这家电动汽车制造商的股票重新加入1万亿美元市值俱乐部,特斯拉正在努力实现年终交付目标。</blockquote></p><p> TrueCar also forecast total new vehicle sales will reach 1,144,108 units in December, down 27% from a year ago. The research agency estimated December’s seasonally adjusted annualized rate (SAAR) for total light-vehicle sales to be 11.9 million units, down 27% from a year ago.</p><p><blockquote>TrueCar还预测12月份新车总销量将达到1,144,108辆,同比下降27%。该研究机构估计,12月份轻型汽车总销量经季节调整后的年化率(SAAR)为1190万辆,同比下降27%。</blockquote></p><p> <b>How Will Legacy Players Fare?:</b>Both <b>General Motors Co</b> and <b>Ford Motor Co</b> are expected to report year-on-year declines in December sales due to the low base from a year ago when volumes were hit due to the pandemic and dealers were struggling with inventories.</p><p><blockquote><b>传统玩家的表现如何?:</b>两者<b>通用汽车公司</b>和<b>福特汽车公司</b>由于一年前的基数较低,预计12月份销售额将同比下降,当时销量因疫情而受到打击,经销商也在努力应对库存。</blockquote></p><p> The sales numbers are expected to rise over November for both GM and Ford.</p><p><blockquote>预计通用汽车和福特11月份的销量都将上升。</blockquote></p><p> GM’s December sales are expected to reach 168,640 vehicles, a decline of 42.9% on a year-on-year basis, and a rise of 21% over November.</p><p><blockquote>通用汽车12月销量预计将达到168,640辆,同比下降42.9%,比11月上涨21%。</blockquote></p><p> Ford is expected to report a decline of 20% to 166,547 vehicles in December, compared to a year ago, and a rise of 5.8% over last month.</p><p><blockquote>福特预计12月份汽车销量将同比下降20%,至166,547辆,环比增长5.8%。</blockquote></p><p> On a quarterly basis, Ford is expected to sell a total of 498,428 vehicles, a drop of 7.5% on a year-on-year basis but a rise of 25.3% over the third quarter.</p><p><blockquote>按季度计算,福特预计总销量为498,428辆,同比下降7.5%,但较第三季度增长25.3%。</blockquote></p><p> GM is expected to report total sales of 441,426 vehicles in the fourth quarter, implying declines of 42.5% year-on-year and down 0.4% quarter-on-quarter, the report noted.</p><p><blockquote>报告指出,通用汽车预计第四季度总销量为441,426辆,同比下降42.5%,环比下降0.4%。</blockquote></p><p> Historically, December has been a busy month for automakers as they rush to close the calendar year-end targets. This year, automakers around the world have been battling chip shortages to ensure a steady and timely supply to dealerships and customers. Legacy player Ford has earlier said it plans to keep inventories historically low.</p><p><blockquote>从历史上看,12月对于汽车制造商来说一直是忙碌的一个月,因为他们急于完成年终目标。今年,世界各地的汽车制造商一直在与芯片短缺作斗争,以确保向经销商和客户提供稳定、及时的供应。传统企业福特早些时候表示,计划将库存保持在历史低位。</blockquote></p><p> The report projected incentive spending in December to be down 55% from last year and 51% for the fourth quarter.</p><p><blockquote>该报告预计12月份的激励支出将比去年下降55%,第四季度下降51%。</blockquote></p><p> <b>Price Action:</b> Tesla shares closed 7.49% higher at $1,008.87 a share on Wednesday.</p><p><blockquote><b>价格走势:</b>特斯拉股价周三收盘上涨7.49%,至每股1008.87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>Tesla Q4 Sales Expected To Jump 43% On Robust December Deliveries: TrueCar<blockquote>TrueCar:由于12月交付量强劲,特斯拉第四季度销量预计将增长43%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q4 Sales Expected To Jump 43% On Robust December Deliveries: TrueCar<blockquote>TrueCar:由于12月交付量强劲,特斯拉第四季度销量预计将增长43%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-23 19:26</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Tesla Inc’s</b> fourth-quarter sales in the U.S. are expected to jump 42.8% to 97,417 electric vehicles from a year ago and 28.8% over the previous quarter, the latest automotive industry forecast from <b>TrueCar</b> reflected on Wednesday.</p><p><blockquote><b>特斯拉公司</b>根据最新的汽车行业预测,美国第四季度电动汽车销量预计将同比增长42.8%至97,417辆,环比增长28.8%<b>TrueCar</b>周三反映。</blockquote></p><p> <b>What Happened:</b>The <b>Elon Musk</b>-led company is expected to deliver 36,300 electric vehicles in the U.S. in December, a jump of 34.7% over last year and about 7% over November, according to TrueCar.</p><p><blockquote><b>发生了什么:</b>The<b>埃隆·马斯克</b>根据TrueCar的数据,这家以领先的公司预计12月份将在美国交付36,300辆电动汽车,比去年增长34.7%,比11月份增长约7%。</blockquote></p><p> Tesla sold 33,980 electric vehicles in November, the report noted.</p><p><blockquote>报告指出,特斯拉11月份售出了33,980辆电动汽车。</blockquote></p><p> Musk on Wednesday said Tesla is working hard to meet the year-end delivery targets as the electric vehicle maker company’s stock rejoined the $1-trillion-market-cap club.</p><p><blockquote>马斯克周三表示,随着这家电动汽车制造商的股票重新加入1万亿美元市值俱乐部,特斯拉正在努力实现年终交付目标。</blockquote></p><p> TrueCar also forecast total new vehicle sales will reach 1,144,108 units in December, down 27% from a year ago. The research agency estimated December’s seasonally adjusted annualized rate (SAAR) for total light-vehicle sales to be 11.9 million units, down 27% from a year ago.</p><p><blockquote>TrueCar还预测12月份新车总销量将达到1,144,108辆,同比下降27%。该研究机构估计,12月份轻型汽车总销量经季节调整后的年化率(SAAR)为1190万辆,同比下降27%。</blockquote></p><p> <b>How Will Legacy Players Fare?:</b>Both <b>General Motors Co</b> and <b>Ford Motor Co</b> are expected to report year-on-year declines in December sales due to the low base from a year ago when volumes were hit due to the pandemic and dealers were struggling with inventories.</p><p><blockquote><b>传统玩家的表现如何?:</b>两者<b>通用汽车公司</b>和<b>福特汽车公司</b>由于一年前的基数较低,预计12月份销售额将同比下降,当时销量因疫情而受到打击,经销商也在努力应对库存。</blockquote></p><p> The sales numbers are expected to rise over November for both GM and Ford.</p><p><blockquote>预计通用汽车和福特11月份的销量都将上升。</blockquote></p><p> GM’s December sales are expected to reach 168,640 vehicles, a decline of 42.9% on a year-on-year basis, and a rise of 21% over November.</p><p><blockquote>通用汽车12月销量预计将达到168,640辆,同比下降42.9%,比11月上涨21%。</blockquote></p><p> Ford is expected to report a decline of 20% to 166,547 vehicles in December, compared to a year ago, and a rise of 5.8% over last month.</p><p><blockquote>福特预计12月份汽车销量将同比下降20%,至166,547辆,环比增长5.8%。</blockquote></p><p> On a quarterly basis, Ford is expected to sell a total of 498,428 vehicles, a drop of 7.5% on a year-on-year basis but a rise of 25.3% over the third quarter.</p><p><blockquote>按季度计算,福特预计总销量为498,428辆,同比下降7.5%,但较第三季度增长25.3%。</blockquote></p><p> GM is expected to report total sales of 441,426 vehicles in the fourth quarter, implying declines of 42.5% year-on-year and down 0.4% quarter-on-quarter, the report noted.</p><p><blockquote>报告指出,通用汽车预计第四季度总销量为441,426辆,同比下降42.5%,环比下降0.4%。</blockquote></p><p> Historically, December has been a busy month for automakers as they rush to close the calendar year-end targets. This year, automakers around the world have been battling chip shortages to ensure a steady and timely supply to dealerships and customers. Legacy player Ford has earlier said it plans to keep inventories historically low.</p><p><blockquote>从历史上看,12月对于汽车制造商来说一直是忙碌的一个月,因为他们急于完成年终目标。今年,世界各地的汽车制造商一直在与芯片短缺作斗争,以确保向经销商和客户提供稳定、及时的供应。传统企业福特早些时候表示,计划将库存保持在历史低位。</blockquote></p><p> The report projected incentive spending in December to be down 55% from last year and 51% for the fourth quarter.</p><p><blockquote>该报告预计12月份的激励支出将比去年下降55%,第四季度下降51%。</blockquote></p><p> <b>Price Action:</b> Tesla shares closed 7.49% higher at $1,008.87 a share on Wednesday.</p><p><blockquote><b>价格走势:</b>特斯拉股价周三收盘上涨7.49%,至每股1008.87美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140408431","content_text":"Tesla Inc’s fourth-quarter sales in the U.S. are expected to jump 42.8% to 97,417 electric vehicles from a year ago and 28.8% over the previous quarter, the latest automotive industry forecast from TrueCar reflected on Wednesday.\nWhat Happened:The Elon Musk-led company is expected to deliver 36,300 electric vehicles in the U.S. in December, a jump of 34.7% over last year and about 7% over November, according to TrueCar.\nTesla sold 33,980 electric vehicles in November, the report noted.\nMusk on Wednesday said Tesla is working hard to meet the year-end delivery targets as the electric vehicle maker company’s stock rejoined the $1-trillion-market-cap club.\nTrueCar also forecast total new vehicle sales will reach 1,144,108 units in December, down 27% from a year ago. The research agency estimated December’s seasonally adjusted annualized rate (SAAR) for total light-vehicle sales to be 11.9 million units, down 27% from a year ago.\nHow Will Legacy Players Fare?:Both General Motors Co and Ford Motor Co are expected to report year-on-year declines in December sales due to the low base from a year ago when volumes were hit due to the pandemic and dealers were struggling with inventories.\nThe sales numbers are expected to rise over November for both GM and Ford.\nGM’s December sales are expected to reach 168,640 vehicles, a decline of 42.9% on a year-on-year basis, and a rise of 21% over November.\nFord is expected to report a decline of 20% to 166,547 vehicles in December, compared to a year ago, and a rise of 5.8% over last month.\nOn a quarterly basis, Ford is expected to sell a total of 498,428 vehicles, a drop of 7.5% on a year-on-year basis but a rise of 25.3% over the third quarter.\nGM is expected to report total sales of 441,426 vehicles in the fourth quarter, implying declines of 42.5% year-on-year and down 0.4% quarter-on-quarter, the report noted.\nHistorically, December has been a busy month for automakers as they rush to close the calendar year-end targets. This year, automakers around the world have been battling chip shortages to ensure a steady and timely supply to dealerships and customers. Legacy player Ford has earlier said it plans to keep inventories historically low.\nThe report projected incentive spending in December to be down 55% from last year and 51% for the fourth quarter.\nPrice Action: Tesla shares closed 7.49% higher at $1,008.87 a share on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605833063,"gmtCreate":1639141888183,"gmtModify":1639141912228,"author":{"id":"3562123214744222","authorId":"3562123214744222","name":"AloAlo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562123214744222","idStr":"3562123214744222"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605833063","repostId":"1169522079","repostType":4,"repost":{"id":"1169522079","kind":"news","pubTimestamp":1639136423,"share":"https://www.laohu8.com/m/news/1169522079?lang=zh_CN&edition=full","pubTime":"2021-12-10 19:40","market":"us","language":"en","title":"Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169522079","media":"Barrons","summary":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market ca","content":"<p>Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p><p><blockquote>苹果是摩根士丹利2022年的首选股票,因为这家科技巨头的市值接近3万亿美元,并准备推出增强现实产品。</blockquote></p><p> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p><p><blockquote>分析师凯蒂·休伯蒂(Katy Huberty)周四在一份报告中写道:“强大、忠诚的客户群和即将推出的AR/VR产品相结合,使AAPL有望在2022年重新评级。”休伯蒂写道,苹果是摩根士丹利进入2022年“最喜欢的大盘股(也是总体首选)”。</blockquote></p><p> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p><p><blockquote>休伯蒂发出看涨期权的两天前,她重申了跑赢大盘对苹果(股票代码:AAPL)股票的评级,并将目标价从164美元上调21%至200美元。</blockquote></p><p> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the Dow Jones Industrial Average’s 0.5% rise, the S&P 500’s 0.9% gain, and the Nasdaq Composite’s 0.04% advance.</p><p><blockquote>周四,苹果股价上涨0.2%,至175.47美元。该股今年已上涨约32%,市值达到2.87万亿美元。在过去的一个月里,它已经上涨了19%,超过了道琼斯工业平均指数0.5%的涨幅、标准普尔500指数0.9%的涨幅和纳斯达克综合指数0.04%的涨幅。</blockquote></p><p> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p><p><blockquote>大摩认为,鉴于苹果约三分之一的毛利润来自该公司的服务部门,投资者应将其视为消费者和科技平台,而不是周期性硬件公司。Huberty写道,iPhone 13的需求将在短期内继续推动增长,2022年初的新产品发布将延续这一趋势。</blockquote></p><p> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p><p><blockquote>Wedbush的Dan Ives呼应了Huberty看涨的看涨期权,理由是iPhone 13需求强劲以及即将推出的增强现实耳机。</blockquote></p><p> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p><p><blockquote>Ives周四在一份研究报告中写道:“本周我们的苹果商店检查、供应链数据和iPhone订单延迟都证实了我们的看涨观点,即目前全球iPhone 13的需求超过供应约1000万部。”</blockquote></p><p> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p><p><blockquote>Ives估计,尽管存在芯片短缺和供应链阻力,苹果在假期期间仍有望售出超过4000万部iPhone。随着消费者不断升级手机,这些不利因素很可能“只不过是iPhone 12和13周期的减速带”。</blockquote></p><p> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p><p><blockquote>Ives还预计,苹果将在2022年夏季左右推出AR头显“苹果眼镜”,这可能会使公司估值每股增加20美元。</blockquote></p><p> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p><p><blockquote>休伯蒂补充说,其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付以及即将向汽车制造扩张的讨论。</blockquote></p><p> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p><p><blockquote>“我们还认为,投资者需要从即将推出的新产品的可选性中正确嵌入价值,”她写道。</blockquote></p><p> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p><p><blockquote>苹果股票的看涨仍存在一些风险。Huberty概述说,其中最主要的是,随着在家工作需求的减少,iPhone的销量将无法在2022年实现。</blockquote></p><p> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p><p><blockquote>另一个风险可能来自服务业的低增长,这可能是由法院强制改变App Store支付模式所推动的。随着苹果周三在与堡垒之夜发行商Epic Games的法律诉讼中再次取得胜利,即使是这种风险看起来也不太可能。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-10 19:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p><p><blockquote>苹果是摩根士丹利2022年的首选股票,因为这家科技巨头的市值接近3万亿美元,并准备推出增强现实产品。</blockquote></p><p> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p><p><blockquote>分析师凯蒂·休伯蒂(Katy Huberty)周四在一份报告中写道:“强大、忠诚的客户群和即将推出的AR/VR产品相结合,使AAPL有望在2022年重新评级。”休伯蒂写道,苹果是摩根士丹利进入2022年“最喜欢的大盘股(也是总体首选)”。</blockquote></p><p> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p><p><blockquote>休伯蒂发出看涨期权的两天前,她重申了跑赢大盘对苹果(股票代码:AAPL)股票的评级,并将目标价从164美元上调21%至200美元。</blockquote></p><p> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the Dow Jones Industrial Average’s 0.5% rise, the S&P 500’s 0.9% gain, and the Nasdaq Composite’s 0.04% advance.</p><p><blockquote>周四,苹果股价上涨0.2%,至175.47美元。该股今年已上涨约32%,市值达到2.87万亿美元。在过去的一个月里,它已经上涨了19%,超过了道琼斯工业平均指数0.5%的涨幅、标准普尔500指数0.9%的涨幅和纳斯达克综合指数0.04%的涨幅。</blockquote></p><p> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p><p><blockquote>大摩认为,鉴于苹果约三分之一的毛利润来自该公司的服务部门,投资者应将其视为消费者和科技平台,而不是周期性硬件公司。Huberty写道,iPhone 13的需求将在短期内继续推动增长,2022年初的新产品发布将延续这一趋势。</blockquote></p><p> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p><p><blockquote>Wedbush的Dan Ives呼应了Huberty看涨的看涨期权,理由是iPhone 13需求强劲以及即将推出的增强现实耳机。</blockquote></p><p> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p><p><blockquote>Ives周四在一份研究报告中写道:“本周我们的苹果商店检查、供应链数据和iPhone订单延迟都证实了我们的看涨观点,即目前全球iPhone 13的需求超过供应约1000万部。”</blockquote></p><p> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p><p><blockquote>Ives估计,尽管存在芯片短缺和供应链阻力,苹果在假期期间仍有望售出超过4000万部iPhone。随着消费者不断升级手机,这些不利因素很可能“只不过是iPhone 12和13周期的减速带”。</blockquote></p><p> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p><p><blockquote>Ives还预计,苹果将在2022年夏季左右推出AR头显“苹果眼镜”,这可能会使公司估值每股增加20美元。</blockquote></p><p> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p><p><blockquote>休伯蒂补充说,其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付以及即将向汽车制造扩张的讨论。</blockquote></p><p> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p><p><blockquote>“我们还认为,投资者需要从即将推出的新产品的可选性中正确嵌入价值,”她写道。</blockquote></p><p> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p><p><blockquote>苹果股票的看涨仍存在一些风险。Huberty概述说,其中最主要的是,随着在家工作需求的减少,iPhone的销量将无法在2022年实现。</blockquote></p><p> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p><p><blockquote>另一个风险可能来自服务业的低增长,这可能是由法院强制改变App Store支付模式所推动的。随着苹果周三在与堡垒之夜发行商Epic Games的法律诉讼中再次取得胜利,即使是这种风险看起来也不太可能。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169522079","content_text":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.\n“The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.\nHuberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.\nApple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the Dow Jones Industrial Average’s 0.5% rise, the S&P 500’s 0.9% gain, and the Nasdaq Composite’s 0.04% advance.\nMorgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.\nWedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.\n“This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.\nIves estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.\nIves also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.\nOther tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.\n“We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.\nThere are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.\nAnother risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840993089,"gmtCreate":1635572868690,"gmtModify":1635572868793,"author":{"id":"3562123214744222","authorId":"3562123214744222","name":"AloAlo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562123214744222","idStr":"3562123214744222"},"themes":[],"htmlText":"nice ","listText":"nice 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please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832834267","repostId":"1128033677","repostType":4,"isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830685651,"gmtCreate":1629070866273,"gmtModify":1631890147225,"author":{"id":"3562123214744222","authorId":"3562123214744222","name":"AloAlo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562123214744222","idStr":"3562123214744222"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830685651","repostId":"1111596611","repostType":4,"isVote":1,"tweetType":1,"viewCount":2014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895203372,"gmtCreate":1628743782696,"gmtModify":1631890147227,"author":{"id":"3562123214744222","authorId":"3562123214744222","name":"AloAlo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562123214744222","idStr":"3562123214744222"},"themes":[],"htmlText":"hmm, dip?","listText":"hmm, dip?","text":"hmm, dip?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895203372","repostId":"1153877356","repostType":4,"repost":{"id":"1153877356","kind":"news","pubTimestamp":1628738808,"share":"https://www.laohu8.com/m/news/1153877356?lang=zh_CN&edition=full","pubTime":"2021-08-12 11:26","market":"hk","language":"en","title":"Why Moderna Stock Crashed Today<blockquote>为什么Moderna股票今天暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153877356","media":"The motley fool","summary":"What happened\nShares of Moderna(NASDAQ: MRNA) plunged 15.6% on Wednesday after Europe's drug regulat","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of <b>Moderna</b>(NASDAQ: MRNA) plunged 15.6% on Wednesday after Europe's drug regulator provided a COVID-19 vaccine-safety update.</p><p><blockquote>本公司之股份<b>现代</b>在欧洲药品监管机构提供新冠肺炎疫苗安全更新后,(纳斯达克:MRNA)周三暴跌15.6%。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> The European <a href=\"https://laohu8.com/S/MDCO\">Medicines</a> Agency (EMA) is studying three new conditions reported by a small number of people who received mRNA COVID-19 vaccines provided by Moderna and<b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>.</p><p><blockquote>欧洲人<a href=\"https://laohu8.com/S/MDCO\">药品</a>机构(EMA)正在研究少数接种Moderna和<b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a></b>.</blockquote></p><p> These conditions include:</p><p><blockquote>这些条件包括:</blockquote></p><p> <ul> <li>Erythema multiforme, an allergic skin reaction.</li> <li>Glomerulonephritis, or kidney inflammation.</li> <li>Nephrotic syndrome, a renal disorder.</li> </ul> The EMA is assessing whether these conditions could be possible side effects of the vaccines.</p><p><blockquote><ul><li>多形性红斑,一种过敏性皮肤反应。</li><li>肾小球肾炎,或肾脏炎症。</li><li>肾病综合征,一种肾脏疾病。</li></ul>EMA正在评估这些情况是否可能是疫苗的副作用。</blockquote></p><p> The information was provided as part of ongoing safety updates the EMA regularly delivers to the public. The EMA did not recommend any changes to the product information displayed on the labels of these vaccines.</p><p><blockquote>该信息是EMA定期向公众提供的持续安全更新的一部分。EMA不建议对这些疫苗标签上显示的产品信息进行任何更改。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Analysts had already raised concerns that Moderna's stock price had risen too far, too fast.<b><a href=\"https://laohu8.com/S/BAC\">Bank of America</a></b>analyst Geoff Meacham said on Tuesday that Moderna's nearly $200 billion marketvaluationwas \"ridiculous\" and \"unjustifiable on a fundamental basis.\" Meacham argued that to be worth that much, Moderna would need to deliver between 1 billion and 1.5 billion doses of its coronavirus vaccine each year through 2038. Additionally, Moderna's entire pipeline of experimental drugs would need to prove successful and generate total peak sales of $30 billion.</p><p><blockquote>分析师已经对Moderna股价上涨过快、过快表示担忧。<b><a href=\"https://laohu8.com/S/BAC\">美国银行</a></b>分析师Geoff Meacham周二表示,Moderna近2000亿美元的市场估值“荒谬”且“从根本上来说不合理”。米查姆认为,要达到如此高的价值,Moderna需要在2038年之前每年提供10亿至15亿剂冠状病毒疫苗。此外,Moderna的整个实验药物管道需要被证明是成功的,并产生300亿美元的总峰值销售额。</blockquote></p><p> Meacham believes those two assumptions are highly unlikely, so he repeated his underperform rating on Moderna's stock and $115 price forecast for its shares. Even after today's plunge, Meacham's price target is still 70% below the stock's current price near $385.</p><p><blockquote>Meacham认为这两个假设的可能性极小,因此他重申了对Moderna股票的跑输评级和115美元的股价预测。即使在今天的暴跌之后,Meacham的目标价仍比该股目前385美元附近的价格低70%。</blockquote></p><p> Today's news and Meacham's warning appear to have driven many investors to take profits and sell their shares in Moderna.</p><p><blockquote>今天的消息和米查姆的警告似乎促使许多投资者获利了结并出售他们在Moderna的股票。</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 Moderna Stock Crashed Today<blockquote>为什么Moderna股票今天暴跌</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 Moderna Stock Crashed Today<blockquote>为什么Moderna股票今天暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The motley fool</strong><span class=\"h-time small\">2021-08-12 11:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of <b>Moderna</b>(NASDAQ: MRNA) plunged 15.6% on Wednesday after Europe's drug regulator provided a COVID-19 vaccine-safety update.</p><p><blockquote>本公司之股份<b>现代</b>在欧洲药品监管机构提供新冠肺炎疫苗安全更新后,(纳斯达克:MRNA)周三暴跌15.6%。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> The European <a href=\"https://laohu8.com/S/MDCO\">Medicines</a> Agency (EMA) is studying three new conditions reported by a small number of people who received mRNA COVID-19 vaccines provided by Moderna and<b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>.</p><p><blockquote>欧洲人<a href=\"https://laohu8.com/S/MDCO\">药品</a>机构(EMA)正在研究少数接种Moderna和<b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a></b>.</blockquote></p><p> These conditions include:</p><p><blockquote>这些条件包括:</blockquote></p><p> <ul> <li>Erythema multiforme, an allergic skin reaction.</li> <li>Glomerulonephritis, or kidney inflammation.</li> <li>Nephrotic syndrome, a renal disorder.</li> </ul> The EMA is assessing whether these conditions could be possible side effects of the vaccines.</p><p><blockquote><ul><li>多形性红斑,一种过敏性皮肤反应。</li><li>肾小球肾炎,或肾脏炎症。</li><li>肾病综合征,一种肾脏疾病。</li></ul>EMA正在评估这些情况是否可能是疫苗的副作用。</blockquote></p><p> The information was provided as part of ongoing safety updates the EMA regularly delivers to the public. The EMA did not recommend any changes to the product information displayed on the labels of these vaccines.</p><p><blockquote>该信息是EMA定期向公众提供的持续安全更新的一部分。EMA不建议对这些疫苗标签上显示的产品信息进行任何更改。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Analysts had already raised concerns that Moderna's stock price had risen too far, too fast.<b><a href=\"https://laohu8.com/S/BAC\">Bank of America</a></b>analyst Geoff Meacham said on Tuesday that Moderna's nearly $200 billion marketvaluationwas \"ridiculous\" and \"unjustifiable on a fundamental basis.\" Meacham argued that to be worth that much, Moderna would need to deliver between 1 billion and 1.5 billion doses of its coronavirus vaccine each year through 2038. Additionally, Moderna's entire pipeline of experimental drugs would need to prove successful and generate total peak sales of $30 billion.</p><p><blockquote>分析师已经对Moderna股价上涨过快、过快表示担忧。<b><a href=\"https://laohu8.com/S/BAC\">美国银行</a></b>分析师Geoff Meacham周二表示,Moderna近2000亿美元的市场估值“荒谬”且“从根本上来说不合理”。米查姆认为,要达到如此高的价值,Moderna需要在2038年之前每年提供10亿至15亿剂冠状病毒疫苗。此外,Moderna的整个实验药物管道需要被证明是成功的,并产生300亿美元的总峰值销售额。</blockquote></p><p> Meacham believes those two assumptions are highly unlikely, so he repeated his underperform rating on Moderna's stock and $115 price forecast for its shares. Even after today's plunge, Meacham's price target is still 70% below the stock's current price near $385.</p><p><blockquote>Meacham认为这两个假设的可能性极小,因此他重申了对Moderna股票的跑输评级和115美元的股价预测。即使在今天的暴跌之后,Meacham的目标价仍比该股目前385美元附近的价格低70%。</blockquote></p><p> Today's news and Meacham's warning appear to have driven many investors to take profits and sell their shares in Moderna.</p><p><blockquote>今天的消息和米查姆的警告似乎促使许多投资者获利了结并出售他们在Moderna的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/11/why-moderna-stock-crashed-today/\">The 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":{"MRNA":"Moderna, Inc.","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2021/08/11/why-moderna-stock-crashed-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153877356","content_text":"What happened\nShares of Moderna(NASDAQ: MRNA) plunged 15.6% on Wednesday after Europe's drug regulator provided a COVID-19 vaccine-safety update.\nSo what\nThe European Medicines Agency (EMA) is studying three new conditions reported by a small number of people who received mRNA COVID-19 vaccines provided by Moderna andPfizer.\nThese conditions include:\n\nErythema multiforme, an allergic skin reaction.\nGlomerulonephritis, or kidney inflammation.\nNephrotic syndrome, a renal disorder.\n\nThe EMA is assessing whether these conditions could be possible side effects of the vaccines.\nThe information was provided as part of ongoing safety updates the EMA regularly delivers to the public. The EMA did not recommend any changes to the product information displayed on the labels of these vaccines.\nNow what\nAnalysts had already raised concerns that Moderna's stock price had risen too far, too fast.Bank of Americaanalyst Geoff Meacham said on Tuesday that Moderna's nearly $200 billion marketvaluationwas \"ridiculous\" and \"unjustifiable on a fundamental basis.\" Meacham argued that to be worth that much, Moderna would need to deliver between 1 billion and 1.5 billion doses of its coronavirus vaccine each year through 2038. Additionally, Moderna's entire pipeline of experimental drugs would need to prove successful and generate total peak sales of $30 billion.\nMeacham believes those two assumptions are highly unlikely, so he repeated his underperform rating on Moderna's stock and $115 price forecast for its shares. Even after today's plunge, Meacham's price target is still 70% below the stock's current price near $385.\nToday's news and Meacham's warning appear to have driven many investors to take profits and sell their shares in Moderna.","news_type":1,"symbols_score_info":{"MRNA":0.9,"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":2618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}