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wanyan
wanyan
·
2021-12-03
I won't invest in a company that can't make profits
Grab stock rallied 7% in premarket trading<blockquote>Grab 股价在盘前交易中上涨 7%</blockquote>
Grab stock rallied 7% in premarket trading after plunging 20% on first day of trading. After comple
Grab stock rallied 7% in premarket trading<blockquote>Grab 股价在盘前交易中上涨 7%</blockquote>
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wanyan
wanyan
·
2021-12-01
MU is still undervalued
Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote>
Semiconductor stocks climbed in morning trading.ON Semiconductor,TSMC,ASML,Micron and Nvidia rose be
Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote>
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wanyan
wanyan
·
2021-12-01
Buy BNTX
Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna 和辉瑞股票：随着奥密克戎蔓延，应该购买哪一个？</blockquote>
Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks
Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna 和辉瑞股票：随着奥密克戎蔓延，应该购买哪一个？</blockquote>
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wanyan
wanyan
·
2021-11-25
19 more years 😅
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wanyan
wanyan
·
2021-11-12
Opportunity to buy more
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wanyan
wanyan
·
2021-09-06
Shitty stock.. and yet want to be listed in US. [喷血]
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wanyan
wanyan
·
2021-08-24
Must learn from her buy high sell low.. now buy back again
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wanyan
wanyan
·
2021-05-13
Great ariticle, would you like to share it?
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Grab's chief financial officer, Peter Oey, said in an interview on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.</p><p><blockquote>这家总部位于新加坡的公司开发了一款“超级应用”，在东南亚 400 多个城市提供打车、送货和金融服务。Grab 首席财务官 Peter Oey 周四在接受采访时表示，由于东南亚（尤其是越南）与 COVID-19 相关的停工，该公司在截至 9 月 30 日的第三季度经历了“最艰难的时期”。但他指出，尽管该公司正在关注新型冠状病毒变种奥密克戎的情况，但预计仍将继续增长和复苏。</blockquote></p><p> Backers of Grab, which was founded in 2012, include Didi Global Inc, Toyota Motor Corp. and SoftBank Group Corp.'s Vision Fund.</p><p><blockquote>Grab 成立于 2012 年，其支持者包括滴滴全球公司、丰田汽车公司和软银集团公司的愿景基金。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166348149","content_text":"Grab stock rallied 7% in premarket trading after plunging 20% on first day of trading.\n\nAfter completing the richest deal yet for a special-purpose acquisition company,Grab Holdings Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.\nThe Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.\nBackers of Grab, which was founded in 2012, include Didi Global Inc, Toyota Motor Corp. and SoftBank Group Corp.'s Vision Fund.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":3461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603378569,"gmtCreate":1638370426829,"gmtModify":1638370426979,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563196147337980","idStr":"3563196147337980"},"themes":[],"title":"","htmlText":"MU is still undervalued","listText":"MU is still undervalued","text":"MU is still undervalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603378569","repostId":"1152127890","repostType":2,"repost":{"id":"1152127890","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":1638370333,"share":"https://www.laohunote.com/m/news/1152127890?lang=zh_CN&edition=full","pubTime":"2021-12-01 22:52","market":"us","language":"en","title":"Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152127890","media":"Tiger Newspress","summary":"Semiconductor stocks climbed in morning trading.ON Semiconductor,TSMC,ASML,Micron and Nvidia rose be","content":"<p>Semiconductor stocks climbed in morning trading.ON Semiconductor,TSMC,ASML,Micron and Nvidia rose between 1% and 4%.</p><p><blockquote>半导体股早盘攀升.半导体方面， 台积电、ASML、美光和英伟达上涨1%至4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f7d6f0f0788dabf122217572c40dd55b\" tg-width=\"397\" tg-height=\"414\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</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\">\nSemiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-01 22:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor stocks climbed in morning trading.ON Semiconductor,TSMC,ASML,Micron and Nvidia rose between 1% and 4%.</p><p><blockquote>半导体股早盘攀升.半导体方面， 台积电、ASML、美光和英伟达上涨1%至4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f7d6f0f0788dabf122217572c40dd55b\" tg-width=\"397\" tg-height=\"414\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","NVDA":"英伟达","ON":"安森美半导体","MU":"美光科技","ASML":"阿斯麦"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152127890","content_text":"Semiconductor stocks climbed in morning trading.ON Semiconductor,TSMC,ASML,Micron and Nvidia rose between 1% and 4%.","news_type":1,"symbols_score_info":{"ASML":0.9,"XLNX":0.9,"ON":0.9,"TSM":0.9,"MU":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603373699,"gmtCreate":1638370311048,"gmtModify":1638370311134,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563196147337980","idStr":"3563196147337980"},"themes":[],"title":"","htmlText":"Buy BNTX","listText":"Buy BNTX","text":"Buy BNTX","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603373699","repostId":"1119742422","repostType":2,"repost":{"id":"1119742422","kind":"news","pubTimestamp":1638368504,"share":"https://www.laohunote.com/m/news/1119742422?lang=zh_CN&edition=full","pubTime":"2021-12-01 22:21","market":"us","language":"en","title":"Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna 和辉瑞股票：随着奥密克戎蔓延，应该购买哪一个？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119742422","media":"TheStreet","summary":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks ","content":"<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.</p><p><blockquote>自从发现奥密克戎变种以来，对大流行的担忧又回来了，疫苗相关股票再次成为焦点。今天，我们仔细看看 Moderna 和辉瑞的股票。</blockquote></p><p> COVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.</p><p><blockquote>新冠肺炎继续困扰市场。新变种奥密克戎再次引发了全世界对新的健康和经济危机的担忧，因为人们对这种变种如何影响接种疫苗和未接种疫苗的人知之甚少。</blockquote></p><p> The stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&P 500 dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock was up a more modest 2.5%.</p><p><blockquote>11 月 26 日星期五，奥密克戎消息传出后，股市遭到抛售。由于不确定性，标普500下跌 2%。为数不多的上涨股票之一是 Moderna 股票，该股在周五的交易时段上涨了 20%，而辉瑞公司的股票上涨幅度较小，为 2.5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b55d87c377ec124bb84173bfb955b9fa\" tg-width=\"689\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Figure 1: SPY, MRNA and PFE performance in the past 5-trading days.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：过去5个交易日的SPDR标普500指数ETF、MRNA和PFE表现。</span></p></blockquote></p><p> Between two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?</p><p><blockquote>在两家主要的 COVID-19 疫苗制造商之间，我们评估了 Moderna 和辉瑞的股票，并问自己：在奥密克戎担忧挥之不去的情况下，哪一家更值得购买？</blockquote></p><p> <b>Wall Street is neutral on Moderna</b></p><p><blockquote><b>华尔街对Moderna持中立态度</b></blockquote></p><p> Moderna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.</p><p><blockquote>目前，13 名分析师一致持有 Moderna 股票，平均目标价为 298 美元，这表明较当前水平下跌 17%。华尔街的评估表明，自 COVID-19 大流行以来，MRNA 的股价已上涨超过 1200%，因此股价可能已经领先于基本面。</blockquote></p><p> The most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who reiterated his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.</p><p><blockquote>Piper Sandler 的 Edward Tenthoff 对 Moderna 股票进行了最新报道，他重申了买入建议，并根据奥密克戎新闻预测目标价为 348 美元。这位分析师认为，该公司已经为新变种的出现做好了准备，并且“非常适合快速交换新版本的尖峰抗原”来制造新的 COVID-19 疫苗。</blockquote></p><p> Morgan Stanley’s Matthew Harrison reiterated his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.</p><p><blockquote>摩根士丹利的马修-哈里森（Matthew Harrison）一周前重申了对 MRNA 的中性评级，目标价为 313 美元。这位分析师提到，年底前公布的 Moderna 流感疫苗数据可能会成为该股的积极催化剂。如果结果积极，市场可能会预计长期流感和新冠疫苗收入约为 100 亿美元，从而使股价上涨 10%。</blockquote></p><p> <b>Pfizer: moderate buy, but experts are skeptical</b></p><p><blockquote><b>辉瑞：适度购买，但专家持怀疑态度</b></blockquote></p><p> Wall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.</p><p><blockquote>根据股票评级，华尔街目前看好辉瑞。然而，平均价格目标共识表明，在 11 月份上涨之后，估值可能会变得薄弱。PFE 根据 13 份报告给出适度买入建议，平均目标价为 50 美元。</blockquote></p><p> JPMorgan‘s Chris Schott raised the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.</p><p><blockquote>摩根大通的克里斯-肖特（Chris Schott）将辉瑞公司的目标价从42美元上调至53美元，并维持中性评级。Covid仍然是辉瑞故事的焦点，Comirnaty和Paxlovid的销售额“将明显超出预期”。虽然这位分析师认为该公司核心业务的上涨空间有限，但他不会对近期奥密克戎头条新闻中的股价上涨感到惊讶。</blockquote></p><p> The most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is skeptical on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.</p><p><blockquote>关于 PFE 的最新消息来自瑞穗证券的 Vamil Divan。他对辉瑞股票持怀疑态度，认为下行风险为 16%。但据这位分析师称，奥密克戎可能会增加对辉瑞公司 COVID-19 疫苗的近期需求，尤其是加强剂量。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街迷因的看法</b></blockquote></p><p> COVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.</p><p><blockquote>新冠肺炎疫苗制造商可能会在短期内自然受益于对奥密克戎的担忧。例如，自 2020 年 3 月 COVID-19 大流行开始以来，Moderna 的股价已上涨超过 1,200%，而辉瑞的股价同期上涨了 79%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198c43532bf2d097bc94e078b539a044\" tg-width=\"684\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Figure 2: MRNA and PFE performance in the past 5-years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：过去5年的MRNA和PFE性能。</span></p></blockquote></p><p> Pfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.</p><p><blockquote>辉瑞公司的市值比 Moderna 大得多，其市值为 3000 亿美元，而 Moderna 的市值为 1330 亿美元。两家公司都拥有强大的疫苗管道和技术，但 Moderna 可能会从当前的疫情中受益，因为它更像是一只纯粹的股票。</blockquote></p><p> Due to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.</p><p><blockquote>由于商业模式多元化，我们认为 MRNA 是对 COVID-19 发展的更好的短期押注。然而，出于同样的原因，并且由于 2023 年市盈率更高，为 32 倍，该股可能会更加波动并存在更高的下行风险。另一方面，PFE 可能是对整个医疗保健行业更好的长期押注，特别是考虑到 2023 年去风险市盈率仅为 13 倍。</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>Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna 和辉瑞股票：随着奥密克戎蔓延，应该购买哪一个？</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\">\nModerna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna 和辉瑞股票：随着奥密克戎蔓延，应该购买哪一个？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-01 22:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.</p><p><blockquote>自从发现奥密克戎变种以来，对大流行的担忧又回来了，疫苗相关股票再次成为焦点。今天，我们仔细看看 Moderna 和辉瑞的股票。</blockquote></p><p> COVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.</p><p><blockquote>新冠肺炎继续困扰市场。新变种奥密克戎再次引发了全世界对新的健康和经济危机的担忧，因为人们对这种变种如何影响接种疫苗和未接种疫苗的人知之甚少。</blockquote></p><p> The stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&P 500 dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock was up a more modest 2.5%.</p><p><blockquote>11 月 26 日星期五，奥密克戎消息传出后，股市遭到抛售。由于不确定性，标普500下跌 2%。为数不多的上涨股票之一是 Moderna 股票，该股在周五的交易时段上涨了 20%，而辉瑞公司的股票上涨幅度较小，为 2.5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b55d87c377ec124bb84173bfb955b9fa\" tg-width=\"689\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Figure 1: SPY, MRNA and PFE performance in the past 5-trading days.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：过去5个交易日的SPDR标普500指数ETF、MRNA和PFE表现。</span></p></blockquote></p><p> Between two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?</p><p><blockquote>在两家主要的 COVID-19 疫苗制造商之间，我们评估了 Moderna 和辉瑞的股票，并问自己：在奥密克戎担忧挥之不去的情况下，哪一家更值得购买？</blockquote></p><p> <b>Wall Street is neutral on Moderna</b></p><p><blockquote><b>华尔街对Moderna持中立态度</b></blockquote></p><p> Moderna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.</p><p><blockquote>目前，13 名分析师一致持有 Moderna 股票，平均目标价为 298 美元，这表明较当前水平下跌 17%。华尔街的评估表明，自 COVID-19 大流行以来，MRNA 的股价已上涨超过 1200%，因此股价可能已经领先于基本面。</blockquote></p><p> The most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who reiterated his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.</p><p><blockquote>Piper Sandler 的 Edward Tenthoff 对 Moderna 股票进行了最新报道，他重申了买入建议，并根据奥密克戎新闻预测目标价为 348 美元。这位分析师认为，该公司已经为新变种的出现做好了准备，并且“非常适合快速交换新版本的尖峰抗原”来制造新的 COVID-19 疫苗。</blockquote></p><p> Morgan Stanley’s Matthew Harrison reiterated his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.</p><p><blockquote>摩根士丹利的马修-哈里森（Matthew Harrison）一周前重申了对 MRNA 的中性评级，目标价为 313 美元。这位分析师提到，年底前公布的 Moderna 流感疫苗数据可能会成为该股的积极催化剂。如果结果积极，市场可能会预计长期流感和新冠疫苗收入约为 100 亿美元，从而使股价上涨 10%。</blockquote></p><p> <b>Pfizer: moderate buy, but experts are skeptical</b></p><p><blockquote><b>辉瑞：适度购买，但专家持怀疑态度</b></blockquote></p><p> Wall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.</p><p><blockquote>根据股票评级，华尔街目前看好辉瑞。然而，平均价格目标共识表明，在 11 月份上涨之后，估值可能会变得薄弱。PFE 根据 13 份报告给出适度买入建议，平均目标价为 50 美元。</blockquote></p><p> JPMorgan‘s Chris Schott raised the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.</p><p><blockquote>摩根大通的克里斯-肖特（Chris Schott）将辉瑞公司的目标价从42美元上调至53美元，并维持中性评级。Covid仍然是辉瑞故事的焦点，Comirnaty和Paxlovid的销售额“将明显超出预期”。虽然这位分析师认为该公司核心业务的上涨空间有限，但他不会对近期奥密克戎头条新闻中的股价上涨感到惊讶。</blockquote></p><p> The most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is skeptical on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.</p><p><blockquote>关于 PFE 的最新消息来自瑞穗证券的 Vamil Divan。他对辉瑞股票持怀疑态度，认为下行风险为 16%。但据这位分析师称，奥密克戎可能会增加对辉瑞公司 COVID-19 疫苗的近期需求，尤其是加强剂量。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街迷因的看法</b></blockquote></p><p> COVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.</p><p><blockquote>新冠肺炎疫苗制造商可能会在短期内自然受益于对奥密克戎的担忧。例如，自 2020 年 3 月 COVID-19 大流行开始以来，Moderna 的股价已上涨超过 1,200%，而辉瑞的股价同期上涨了 79%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198c43532bf2d097bc94e078b539a044\" tg-width=\"684\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Figure 2: MRNA and PFE performance in the past 5-years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：过去5年的MRNA和PFE性能。</span></p></blockquote></p><p> Pfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.</p><p><blockquote>辉瑞公司的市值比 Moderna 大得多，其市值为 3000 亿美元，而 Moderna 的市值为 1330 亿美元。两家公司都拥有强大的疫苗管道和技术，但 Moderna 可能会从当前的疫情中受益，因为它更像是一只纯粹的股票。</blockquote></p><p> Due to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.</p><p><blockquote>由于商业模式多元化，我们认为 MRNA 是对 COVID-19 发展的更好的短期押注。然而，出于同样的原因，并且由于 2023 年市盈率更高，为 32 倍，该股可能会更加波动并存在更高的下行风险。另一方面，PFE 可能是对整个医疗保健行业更好的长期押注，特别是考虑到 2023 年去风险市盈率仅为 13 倍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads\">TheStreet</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.","PFE":"辉瑞"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119742422","content_text":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.\nCOVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.\nThe stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&P 500 dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock was up a more modest 2.5%.\nFigure 1: SPY, MRNA and PFE performance in the past 5-trading days.\nBetween two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?\nWall Street is neutral on Moderna\nModerna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.\nThe most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who reiterated his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.\nMorgan Stanley’s Matthew Harrison reiterated his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.\nPfizer: moderate buy, but experts are skeptical\nWall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.\nJPMorgan‘s Chris Schott raised the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.\nThe most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is skeptical on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.\nWall Street Memes’ take\nCOVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.\nFigure 2: MRNA and PFE performance in the past 5-years.\nPfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.\nDue to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.","news_type":1,"symbols_score_info":{"MRNA":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":2610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877074728,"gmtCreate":1637852450269,"gmtModify":1637852450269,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563196147337980","idStr":"3563196147337980"},"themes":[],"title":"","htmlText":"19 more years 😅","listText":"19 more years 😅","text":"19 more years 😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877074728","repostId":"2186916023","repostType":2,"isVote":1,"tweetType":1,"viewCount":2538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879867130,"gmtCreate":1636705634378,"gmtModify":1636705634473,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563196147337980","idStr":"3563196147337980"},"themes":[],"title":"","htmlText":"Opportunity to buy more","listText":"Opportunity to buy more","text":"Opportunity to buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879867130","repostId":"2182206260","repostType":2,"isVote":1,"tweetType":1,"viewCount":3654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817391555,"gmtCreate":1630903966377,"gmtModify":1632905208514,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563196147337980","idStr":"3563196147337980"},"themes":[],"title":"","htmlText":"Shitty stock.. and yet want to be listed in US. [喷血] ","listText":"Shitty stock.. and yet want to be listed in US. [喷血] ","text":"Shitty stock.. and yet want to be listed in US. [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817391555","repostId":"1120639934","repostType":2,"isVote":1,"tweetType":1,"viewCount":3458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834828626,"gmtCreate":1629791674865,"gmtModify":1633682418994,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563196147337980","idStr":"3563196147337980"},"themes":[],"title":"","htmlText":"Must learn from her buy high sell low.. now buy back again","listText":"Must learn from her buy high sell low.. now buy back again","text":"Must learn from her buy high sell low.. now buy back again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834828626","repostId":"1196529782","repostType":2,"isVote":1,"tweetType":1,"viewCount":2752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198047119,"gmtCreate":1620915777531,"gmtModify":1634195303942,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563196147337980","idStr":"3563196147337980"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198047119","repostId":"2135330629","repostType":2,"isVote":1,"tweetType":1,"viewCount":1482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}