社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
457fe3dd
IP属地：未知
+关注
帖子 · 14
帖子 · 14
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
457fe3dd
457fe3dd
·
2021-07-15
Nice
非常抱歉，此主贴已删除
看
2,828
回复
1
点赞
4
编组 21备份 2
分享
举报
457fe3dd
457fe3dd
·
2021-06-22
Nice
非常抱歉，此主贴已删除
看
2,081
回复
评论
点赞
3
编组 21备份 2
分享
举报
457fe3dd
457fe3dd
·
2021-06-21
Nice
非常抱歉，此主贴已删除
看
2,585
回复
评论
点赞
3
编组 21备份 2
分享
举报
457fe3dd
457fe3dd
·
2021-06-20
Ok good
非常抱歉，此主贴已删除
看
2,398
回复
1
点赞
点赞
编组 21备份 2
分享
举报
457fe3dd
457fe3dd
·
2021-06-16
:(
Bitcoin Is a Fail for Retail Investors, Goldman Sachs Team Warns<blockquote>高盛团队警告说，比特币对散户投资者来说是失败的</blockquote>
As Bitcoin soared to new highs over the past year, many wondered if they should invest in it. Now, a
Bitcoin Is a Fail for Retail Investors, Goldman Sachs Team Warns<blockquote>高盛团队警告说，比特币对散户投资者来说是失败的</blockquote>
看
3,447
回复
评论
点赞
2
编组 21备份 2
分享
举报
457fe3dd
457fe3dd
·
2021-06-15
fingers crossed!
Here’s what the market wants — and doesn’t want — to hear from Powell at this week’s Fed meeting<blockquote>以下是市场在本周美联储会议上希望和不希望听到鲍威尔的言论</blockquote>
All eyes on the Fed! "Alas, poor inflation! I knew him, Horatio." MARKETWATCH PHOTO ILLUSTRATION/GET
Here’s what the market wants — and doesn’t want — to hear from Powell at this week’s Fed meeting<blockquote>以下是市场在本周美联储会议上希望和不希望听到鲍威尔的言论</blockquote>
看
2,877
回复
1
点赞
3
编组 21备份 2
分享
举报
457fe3dd
457fe3dd
·
2021-03-02
Oh nice
非常抱歉，此主贴已删除
看
3,009
回复
评论
点赞
1
编组 21备份 2
分享
举报
457fe3dd
457fe3dd
·
2021-02-28
nice!
Will Nio's Sagging Stock Get a Lift From Earnings? A Q4 Preview<blockquote>蔚来汽车下跌的股价会从盈利中得到提振吗？第四季度预览</blockquote>
Nio Inc – ADR (NYSE: NIO) shares are in bear market territory, having fallen over 27% from a recent high of $64.60 on Feb.10.
Will Nio's Sagging Stock Get a Lift From Earnings? A Q4 Preview<blockquote>蔚来汽车下跌的股价会从盈利中得到提振吗？第四季度预览</blockquote>
看
3,628
回复
评论
点赞
2
编组 21备份 2
分享
举报
457fe3dd
457fe3dd
·
2021-02-22
yas
Palantir: Buy The Dip<blockquote>Palantir：逢低买入</blockquote>
Summary Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disapp
Palantir: Buy The Dip<blockquote>Palantir：逢低买入</blockquote>
看
3,301
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
457fe3dd
457fe3dd
·
2021-02-21
nice
非常抱歉，此主贴已删除
看
2,262
回复
1
点赞
2
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3566960557485103","uuid":"3566960557485103","gmtCreate":1603873756186,"gmtModify":1611569202077,"name":"457fe3dd","pinyin":"snowbell","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":6,"headSize":31,"tweetSize":14,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.15","exceedPercentage":"80.96%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.65%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":144277234,"gmtCreate":1626304587628,"gmtModify":1631889093634,"author":{"id":"3566960557485103","authorId":"3566960557485103","name":"457fe3dd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566960557485103","authorIdStr":"3566960557485103"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/144277234","repostId":"2151548988","repostType":4,"isVote":1,"tweetType":1,"viewCount":2828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120564458,"gmtCreate":1624328311174,"gmtModify":1631889093638,"author":{"id":"3566960557485103","authorId":"3566960557485103","name":"457fe3dd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566960557485103","authorIdStr":"3566960557485103"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120564458","repostId":"1195761455","repostType":4,"isVote":1,"tweetType":1,"viewCount":2081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167816405,"gmtCreate":1624258178707,"gmtModify":1631889093642,"author":{"id":"3566960557485103","authorId":"3566960557485103","name":"457fe3dd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566960557485103","authorIdStr":"3566960557485103"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167816405","repostId":"2145808349","repostType":4,"isVote":1,"tweetType":1,"viewCount":2585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165774920,"gmtCreate":1624159646560,"gmtModify":1631889093644,"author":{"id":"3566960557485103","authorId":"3566960557485103","name":"457fe3dd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566960557485103","authorIdStr":"3566960557485103"},"themes":[],"title":"","htmlText":"Ok good","listText":"Ok good","text":"Ok good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/165774920","repostId":"1138062216","repostType":4,"isVote":1,"tweetType":1,"viewCount":2398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160424906,"gmtCreate":1623804898205,"gmtModify":1631889093648,"author":{"id":"3566960557485103","authorId":"3566960557485103","name":"457fe3dd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566960557485103","authorIdStr":"3566960557485103"},"themes":[],"title":"","htmlText":":(","listText":":(","text":":(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160424906","repostId":"1169657028","repostType":4,"repost":{"id":"1169657028","kind":"news","pubTimestamp":1623803407,"share":"https://www.laohunote.com/m/news/1169657028?lang=zh_CN&edition=full","pubTime":"2021-06-16 08:30","market":"fut","language":"en","title":"Bitcoin Is a Fail for Retail Investors, Goldman Sachs Team Warns<blockquote>高盛团队警告说，比特币对散户投资者来说是失败的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169657028","media":"Barrons","summary":"As Bitcoin soared to new highs over the past year, many wondered if they should invest in it. Now, a","content":"<p>As Bitcoin soared to new highs over the past year, many wondered if they should invest in it. Now, a team at Goldman Sachs is telling retail investors that the digital currency isn’t worthy of most portfolios—at least not yet.</p><p><blockquote>随着比特币在过去一年飙升至新高，许多人想知道他们是否应该投资它。现在，高盛的一个团队告诉散户投资者，数字货币不值得大多数投资组合--至少现在还不值得。</blockquote></p><p> In a new report to private-wealth management clients, Goldman’s Investment Strategy Group (ISG) noted that Bitcoin and other cryptocurrencies fail to meet the criteria it believes determine whether an asset class is “investable.”</p><p><blockquote>高盛投资策略小组（ISG）在一份提交给私人财富管理客户的新报告中指出，比特币和其他加密货币未能达到其认为决定资产类别是否 “可投资 ”的标准。</blockquote></p><p> “While the digital asset ecosystem may well revolutionize the future of everything,” the team wrote, “that does not imply that cryptocurrencies are an investable asset class.”</p><p><blockquote>“该团队写道：”虽然数字资产生态系统很可能彻底改变未来的一切，但这并不意味着加密货币是一种可投资的资产类别。</blockquote></p><p> Goldman’s ISG team applies five criteria to determine whether an asset, including Bitcoin, is a sound investment—and requires at least three to be met:</p><p><blockquote>高盛的 ISG 团队采用五项标准来确定一项资产（包括比特币）是否是一项合理的投资，并且至少需要满足三项标准：</blockquote></p><p> • Generate steady, reliable cash flow on a contractual basis, like bonds</p><p><blockquote>• 在合约基础上产生稳定、可靠的现金流，如债券</blockquote></p><p> • Generate earnings through exposure to economic growth, like equities</p><p><blockquote>- 通过接触经济增长（如股票）来创造收入</blockquote></p><p> • Provide consistent and reliable diversification benefits to a portfolio</p><p><blockquote>• 为投资组合提供一致可靠的多元化收益</blockquote></p><p> • Dampen volatility</p><p><blockquote>• 抑制波动性</blockquote></p><p> • Provide consistent and reliable evidence of hedging inflation or deflation as a store of value</p><p><blockquote>• 提供一致可靠的证据，证明对冲通货膨胀或通货紧缩是一种价值储存手段</blockquote></p><p> Bitcoin fell short in each criteria. And the team pointed out that data on cryptocurrency has been limited and sometimes of “poor” quality.</p><p><blockquote>比特币在每个标准上都不及格。研究小组指出，有关加密货币的数据一直很有限，有时质量 “很差 ”。</blockquote></p><p> The note comes as Goldman is expanding its crypto offerings to institutional clients. Earlier this year, Goldman’s investment bank launched a cryptocurrency trading desk that focused on Bitcoin. In the coming months, the bank will offer ether options and futures to its clients, Bloomberg reported.</p><p><blockquote>这一消息发布之际，高盛正在向机构客户扩大其加密产品。今年早些时候，高盛的投资银行推出了一个专注于比特币的加密货币交易台。据彭博社报道，未来几个月，该银行将向客户提供以太期权和期货。</blockquote></p><p> For typical investors who lack the assets or access to portfolio strategies that would allow them to stomach volatility, cryptos don’t make much sense. Nor are they likely to add value to as a strategic asset class for consumer and private-wealth clients, the ISG team wrote.</p><p><blockquote>对于缺乏资产或投资组合策略来承受波动的典型投资者来说，加密货币意义不大。ISG 团队写道，它们也不太可能作为消费者和私人财富客户的战略资产类别增加价值。</blockquote></p><p> By the team’s measure, based on Bitcoin’s “risk, return and uncertainty characteristics,” a 1% allocation to the crypto in a moderate-risk portfolio would have to generate an annual return of 165% to make sense in a portfolio. A 2% allocation would require 365% annual return. But over the last seven years Bitcoin has delivered an annualized return of 69%.</p><p><blockquote>根据该团队根据比特币的 “风险、回报和不确定性特征 ”进行的测量，在中等风险投资组合中，将 1% 配置给加密货币，年回报率必须达到 165%，投资组合才有意义。2% 的配置需要 365% 的年回报率。但在过去的七年里，比特币的年化回报率为 69%。</blockquote></p><p> Just a few months ago, Bitcoin traded as high as $60,000.The recent drops occurred even as the number of Bitcoins has increased, meaning the total market capitalization lost has been much greater.</p><p><blockquote>就在几个月前，比特币的交易价格还高达 6 万美元。尽管比特币的数量有所增加，但最近的下跌还是发生了，这意味着总市值损失要大得多。</blockquote></p><p> “Someone bought Bitcoin at peak prices in April 2021 and someone sold at the lower prices later in May, so some real value was actually lost,” the team wrote.</p><p><blockquote>“研究小组写道：”有人在 2021 年 4 月以最高价买入比特币，有人在 5 月下旬以较低价格卖出，因此实际上损失了一些真正的价值。</blockquote></p><p> Also of concern to the team is the security of cryptocurrencies. There have been instances where investors’ private keys have been stolen, so they can’t access their coins. Hacking and cyberattacks occur in the so-called “traditional financial system,” too, but investors have more recourse. In the case of cryptocurrencies, once a key is stolen, the investor generallydoesn’t have a central authority to appeal to to recoup their assets—in other words, “not your keys, not your coins.”</p><p><blockquote>该团队还关注加密货币的安全性。曾发生过投资者私钥被盗的情况，因此他们无法访问自己的硬币。黑客攻击和网络攻击也发生在所谓的 “传统金融系统 ”中，但投资者有更多的追索权。就加密货币而言，一旦密钥被盗，投资者通常没有中央机构可以上诉以追回其资产--换句话说，“不是你的密钥，不是你的硬币”。</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>Bitcoin Is a Fail for Retail Investors, Goldman Sachs Team Warns<blockquote>高盛团队警告说，比特币对散户投资者来说是失败的</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\">\nBitcoin Is a Fail for Retail Investors, Goldman Sachs Team Warns<blockquote>高盛团队警告说，比特币对散户投资者来说是失败的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-16 08:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As Bitcoin soared to new highs over the past year, many wondered if they should invest in it. Now, a team at Goldman Sachs is telling retail investors that the digital currency isn’t worthy of most portfolios—at least not yet.</p><p><blockquote>随着比特币在过去一年飙升至新高，许多人想知道他们是否应该投资它。现在，高盛的一个团队告诉散户投资者，数字货币不值得大多数投资组合--至少现在还不值得。</blockquote></p><p> In a new report to private-wealth management clients, Goldman’s Investment Strategy Group (ISG) noted that Bitcoin and other cryptocurrencies fail to meet the criteria it believes determine whether an asset class is “investable.”</p><p><blockquote>高盛投资策略小组（ISG）在一份提交给私人财富管理客户的新报告中指出，比特币和其他加密货币未能达到其认为决定资产类别是否 “可投资 ”的标准。</blockquote></p><p> “While the digital asset ecosystem may well revolutionize the future of everything,” the team wrote, “that does not imply that cryptocurrencies are an investable asset class.”</p><p><blockquote>“该团队写道：”虽然数字资产生态系统很可能彻底改变未来的一切，但这并不意味着加密货币是一种可投资的资产类别。</blockquote></p><p> Goldman’s ISG team applies five criteria to determine whether an asset, including Bitcoin, is a sound investment—and requires at least three to be met:</p><p><blockquote>高盛的 ISG 团队采用五项标准来确定一项资产（包括比特币）是否是一项合理的投资，并且至少需要满足三项标准：</blockquote></p><p> • Generate steady, reliable cash flow on a contractual basis, like bonds</p><p><blockquote>• 在合约基础上产生稳定、可靠的现金流，如债券</blockquote></p><p> • Generate earnings through exposure to economic growth, like equities</p><p><blockquote>- 通过接触经济增长（如股票）来创造收入</blockquote></p><p> • Provide consistent and reliable diversification benefits to a portfolio</p><p><blockquote>• 为投资组合提供一致可靠的多元化收益</blockquote></p><p> • Dampen volatility</p><p><blockquote>• 抑制波动性</blockquote></p><p> • Provide consistent and reliable evidence of hedging inflation or deflation as a store of value</p><p><blockquote>• 提供一致可靠的证据，证明对冲通货膨胀或通货紧缩是一种价值储存手段</blockquote></p><p> Bitcoin fell short in each criteria. And the team pointed out that data on cryptocurrency has been limited and sometimes of “poor” quality.</p><p><blockquote>比特币在每个标准上都不及格。研究小组指出，有关加密货币的数据一直很有限，有时质量 “很差 ”。</blockquote></p><p> The note comes as Goldman is expanding its crypto offerings to institutional clients. Earlier this year, Goldman’s investment bank launched a cryptocurrency trading desk that focused on Bitcoin. In the coming months, the bank will offer ether options and futures to its clients, Bloomberg reported.</p><p><blockquote>这一消息发布之际，高盛正在向机构客户扩大其加密产品。今年早些时候，高盛的投资银行推出了一个专注于比特币的加密货币交易台。据彭博社报道，未来几个月，该银行将向客户提供以太期权和期货。</blockquote></p><p> For typical investors who lack the assets or access to portfolio strategies that would allow them to stomach volatility, cryptos don’t make much sense. Nor are they likely to add value to as a strategic asset class for consumer and private-wealth clients, the ISG team wrote.</p><p><blockquote>对于缺乏资产或投资组合策略来承受波动的典型投资者来说，加密货币意义不大。ISG 团队写道，它们也不太可能作为消费者和私人财富客户的战略资产类别增加价值。</blockquote></p><p> By the team’s measure, based on Bitcoin’s “risk, return and uncertainty characteristics,” a 1% allocation to the crypto in a moderate-risk portfolio would have to generate an annual return of 165% to make sense in a portfolio. A 2% allocation would require 365% annual return. But over the last seven years Bitcoin has delivered an annualized return of 69%.</p><p><blockquote>根据该团队根据比特币的 “风险、回报和不确定性特征 ”进行的测量，在中等风险投资组合中，将 1% 配置给加密货币，年回报率必须达到 165%，投资组合才有意义。2% 的配置需要 365% 的年回报率。但在过去的七年里，比特币的年化回报率为 69%。</blockquote></p><p> Just a few months ago, Bitcoin traded as high as $60,000.The recent drops occurred even as the number of Bitcoins has increased, meaning the total market capitalization lost has been much greater.</p><p><blockquote>就在几个月前，比特币的交易价格还高达 6 万美元。尽管比特币的数量有所增加，但最近的下跌还是发生了，这意味着总市值损失要大得多。</blockquote></p><p> “Someone bought Bitcoin at peak prices in April 2021 and someone sold at the lower prices later in May, so some real value was actually lost,” the team wrote.</p><p><blockquote>“研究小组写道：”有人在 2021 年 4 月以最高价买入比特币，有人在 5 月下旬以较低价格卖出，因此实际上损失了一些真正的价值。</blockquote></p><p> Also of concern to the team is the security of cryptocurrencies. There have been instances where investors’ private keys have been stolen, so they can’t access their coins. Hacking and cyberattacks occur in the so-called “traditional financial system,” too, but investors have more recourse. In the case of cryptocurrencies, once a key is stolen, the investor generallydoesn’t have a central authority to appeal to to recoup their assets—in other words, “not your keys, not your coins.”</p><p><blockquote>该团队还关注加密货币的安全性。曾发生过投资者私钥被盗的情况，因此他们无法访问自己的硬币。黑客攻击和网络攻击也发生在所谓的 “传统金融系统 ”中，但投资者有更多的追索权。就加密货币而言，一旦密钥被盗，投资者通常没有中央机构可以上诉以追回其资产--换句话说，“不是你的密钥，不是你的硬币”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/bitcoin-is-a-fail-for-retail-investors-goldman-sachs-team-warns-51623781467?mod=hp_LEADSUPP_1\">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":{"GBTC":"比特币ETF-Grayscale"},"source_url":"https://www.barrons.com/articles/bitcoin-is-a-fail-for-retail-investors-goldman-sachs-team-warns-51623781467?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169657028","content_text":"As Bitcoin soared to new highs over the past year, many wondered if they should invest in it. Now, a team at Goldman Sachs is telling retail investors that the digital currency isn’t worthy of most portfolios—at least not yet.\nIn a new report to private-wealth management clients, Goldman’s Investment Strategy Group (ISG) noted that Bitcoin and other cryptocurrencies fail to meet the criteria it believes determine whether an asset class is “investable.”\n“While the digital asset ecosystem may well revolutionize the future of everything,” the team wrote, “that does not imply that cryptocurrencies are an investable asset class.”\nGoldman’s ISG team applies five criteria to determine whether an asset, including Bitcoin, is a sound investment—and requires at least three to be met:\n• Generate steady, reliable cash flow on a contractual basis, like bonds\n• Generate earnings through exposure to economic growth, like equities\n• Provide consistent and reliable diversification benefits to a portfolio\n• Dampen volatility\n• Provide consistent and reliable evidence of hedging inflation or deflation as a store of value\nBitcoin fell short in each criteria. And the team pointed out that data on cryptocurrency has been limited and sometimes of “poor” quality.\nThe note comes as Goldman is expanding its crypto offerings to institutional clients. Earlier this year, Goldman’s investment bank launched a cryptocurrency trading desk that focused on Bitcoin. In the coming months, the bank will offer ether options and futures to its clients, Bloomberg reported.\nFor typical investors who lack the assets or access to portfolio strategies that would allow them to stomach volatility, cryptos don’t make much sense. Nor are they likely to add value to as a strategic asset class for consumer and private-wealth clients, the ISG team wrote.\nBy the team’s measure, based on Bitcoin’s “risk, return and uncertainty characteristics,” a 1% allocation to the crypto in a moderate-risk portfolio would have to generate an annual return of 165% to make sense in a portfolio. A 2% allocation would require 365% annual return. But over the last seven years Bitcoin has delivered an annualized return of 69%.\nJust a few months ago, Bitcoin traded as high as $60,000.The recent drops occurred even as the number of Bitcoins has increased, meaning the total market capitalization lost has been much greater.\n“Someone bought Bitcoin at peak prices in April 2021 and someone sold at the lower prices later in May, so some real value was actually lost,” the team wrote.\nAlso of concern to the team is the security of cryptocurrencies. There have been instances where investors’ private keys have been stolen, so they can’t access their coins. Hacking and cyberattacks occur in the so-called “traditional financial system,” too, but investors have more recourse. In the case of cryptocurrencies, once a key is stolen, the investor generallydoesn’t have a central authority to appeal to to recoup their assets—in other words, “not your keys, not your coins.”","news_type":1,"symbols_score_info":{"GBTC":0.9,"MBTmain":0.9,"BTCmain":0.9,"XBTmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187519329,"gmtCreate":1623758476161,"gmtModify":1631889093648,"author":{"id":"3566960557485103","authorId":"3566960557485103","name":"457fe3dd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566960557485103","authorIdStr":"3566960557485103"},"themes":[],"title":"","htmlText":"fingers crossed!","listText":"fingers crossed!","text":"fingers crossed!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/187519329","repostId":"2142788371","repostType":4,"repost":{"id":"2142788371","kind":"highlight","pubTimestamp":1623627985,"share":"https://www.laohunote.com/m/news/2142788371?lang=zh_CN&edition=full","pubTime":"2021-06-14 07:46","market":"us","language":"en","title":"Here’s what the market wants — and doesn’t want — to hear from Powell at this week’s Fed meeting<blockquote>以下是市场在本周美联储会议上希望和不希望听到鲍威尔的言论</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2142788371","media":"MarketWatch","summary":"All eyes on the Fed!\n\"Alas, poor inflation! I knew him, Horatio.\" MARKETWATCH PHOTO ILLUSTRATION/GET","content":"<p>All eyes on the Fed!</p><p><blockquote>所有的目光都集中在美联储身上!</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4c83a98ead1e0406f6e21bde6e1f550\" tg-width=\"1260\" tg-height=\"876\"><span>\"Alas, poor inflation! I knew him, Horatio.\" MARKETWATCH PHOTO ILLUSTRATION/GETTY IMAGES, EVERETT COLLECTION</span></p><p><blockquote><p class=\"t-img-caption\"><span>“唉，可怜的通货膨胀!我认识他，霍雷肖。”MARKETWATCH 照片插图/GETTY IMAGES，EVERETT COLLECTION</span></p></blockquote></p><p> You couldn’t fault Wall Street for envisaging a bit of Hamlet in Jerome Powell at the Federal Open Market Committee’s June policy meeting this coming week:</p><p><blockquote>在下周举行的联邦公开市场委员会 6 月份政策会议上，华尔街设想了杰罗姆-鲍威尔（Jerome Powell）的一点哈姆雷特（Hamlet）：</blockquote></p><p> Transitory, or not transitory?</p><p><blockquote>短暂的，还是不短暂的？</blockquote></p><p> Therein lies the question that the interest rate-setting Fed committee needs to answer for financial markets on Wednesday, at the conclusion of the FOMC’s two-day gathering.</p><p><blockquote>这就是美联储利率制定委员会周三在为期两天的联邦公开市场委员会会议结束时需要为金融市场回答的问题。</blockquote></p><p> Whether ’tis nobler in the mind to suffer the slings and arrows of outrageous inflation or to take arms against a sea of troubles, as Hamlet might have said if he had been a central bank governor.</p><p><blockquote>如果哈姆雷特是央行行长，他可能会说的那样，无论是忍受令人发指的通货膨胀的箭矢，还是拿起武器对抗麻烦的海洋，哪个更高尚。</blockquote></p><p> Of course, no one is expecting fireworks at this coming meeting but it could still proof a pivotal point for stocks and bonds.</p><p><blockquote>当然，没有人预计即将到来的会议会有烟火，但它仍然可能证明股票和债券的关键点。</blockquote></p><p> That is especially true with the S&P 500 index,the Dow Jones Industrial Average,and the Nasdaq Composite Index,hovering at, or near, record closing highs.</p><p><blockquote>标普500指数、道琼斯工业平均指数和纳斯达克综合指数尤其如此，它们徘徊在或接近历史收盘高点。</blockquote></p><p> The Fed meeting comes against the backdrop of growing evidence of pricing pressures building in the economy as it recovers from the COVID pandemic of the past year and vaccination rollouts allow businesses to return to some semblance of normality.</p><p><blockquote>美联储会议召开的背景是，越来越多的证据表明，随着经济从去年的新冠疫情中复苏，定价压力正在加大，疫苗接种的推出使企业恢复了某种正常状态。</blockquote></p><p> Last Thursday’s consumer-price index report from the U.S. Labor Department showed that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%, reflecting a broad increase in prices confronting Americans.</p><p><blockquote>美国劳工部上周四发布的消费者价格指数报告显示，5 月份生活成本飙升，将通胀率推至 5% 的 13 年来新高，反映出美国人面临的物价普遍上涨。</blockquote></p><p> “The critical question now is whether this elevated rate of inflation is ‘transitory’ or whether higher prices risk becoming psychologically entrenched,” wrote Matt Weller, global head of market research at Forex.com in a Friday research note.</p><p><blockquote>“Forex.com 全球市场研究主管马特-韦勒（Matt Weller）在周五的一份研究报告中写道：”现在的关键问题是，通货膨胀率的上升是'暂时的'，还是物价上涨有可能在心理上根深蒂固。</blockquote></p><p> The fixed-income market may already have had its say on inflation, with the yields on the 10-year Treasury note and the 30-year Treasury bond hanging around their lowest levels since at least early March.</p><p><blockquote>固定收益市场可能已经对通胀有了发言权，10年期国债和30年期国债收益率徘徊在至少3月初以来的最低水平附近。</blockquote></p><p> Treasury and stock-market investors are viewing the surge in inflation as fostered by supply chain distortions as consumers splurge after the pandemic, along with statistical base effects as last year’s falling prices drop out of the annual calculations, and therefore likely to be fleeting.</p><p><blockquote>美国国债和股市投资者认为，通胀飙升是由于大流行病过后消费者挥霍无度，导致供应链扭曲，以及去年物价下跌从年度计算中剔除的统计基数效应，因此很可能转瞬即逝。</blockquote></p><p> Is isn’t clear exactly however what transitory means — months, years ? How long are elevated levels of inflation to be tolerated before market participants and the Fed lose patience with inflation that undermines asset prices?</p><p><blockquote>然而，暂时性究竟是什么意思--几个月、几年？在市场参与者和美联储对破坏资产价格的通胀失去耐心之前，还要容忍高通胀水平多久？</blockquote></p><p> “Going forward to the end of 2021 and into 2022, policy makers continue to expect inflation to subside back down nearer their 2% objective, is a message the Committee is likely to reiterate at next week’s meeting,” wrote Lindsey Piegza, chief economist at Stifel in a Friday note.</p><p><blockquote>“展望 2021 年底和 2022 年，政策制定者继续预计通胀率将回落至接近 2% 的目标，委员会可能会在下周的会议上重申这一信息，”Stifel 首席经济学家林赛-皮耶扎（Lindsey Piegza）在周五的一份报告中写道。</blockquote></p><p> “That being said, the U.S. economy is clearly gaining momentum, with the labor market adding more than 500,000 jobs a month. Therefore, while no policy adjustment is expected in June, nor an announcement of a timeline for an eventual adjustment to policy, at least some Fed members are expected to push for a discussion in the coming months regarding an eventual rollback of emergency measures,” she said.</p><p><blockquote>“尽管如此，美国经济的势头显然正在增强，劳动力市场每月新增就业岗位超过 50 万个。因此，虽然预计 6 月份不会进行政策调整，也不会宣布最终调整政策的时间表，但预计至少一些美联储成员将在未来几个月内推动讨论最终撤销紧急措施的问题，”她说。</blockquote></p><p> Some traders, analysts and economists are betting the Fed will aim to articulate the view that the tapering of its $120 billion a month purchase of assets, implemented during the worst of the pandemic, will begin by towards the end of 2021.</p><p><blockquote>一些交易员、分析师和经济学家押注，美联储将致力于阐明这样一种观点，即在疫情最严重时期实施的每月 1200 亿美元的资产购买将于 2021 年底开始缩减。</blockquote></p><p> The Fed may talk about talking about tapering in June and by August or September begin the work toward a roll back.</p><p><blockquote>美联储可能会在6月份讨论缩减规模，并在8月或9月开始缩减规模。</blockquote></p><p> In the face of rising inflation, the timing of any tapering looks tricky for the U.S. central bank since the recovery in the labor market still looks shaky, relative to the the demand for workers, and is reflected in the weaker-than-expected May nonfarm payrolls report and the job openings data from last week which hit a record 9.3 million.</p><p><blockquote>面对不断上升的通胀，美国央行任何缩减规模的时机看起来都很棘手，因为相对于工人需求，劳动力市场的复苏看起来仍然不稳定，这反映在弱于预期的5月份非农就业报告和上周的职位空缺数据中。创纪录的930万个。</blockquote></p><p> Lawrence Gillum, fixed-income strategist for LPL Financial, said that the key thing the market wants to here is the timing of the Fed’s tapering. He also noted the tapering of the central bank’s $40 billion of mortgage-backed securities in particular will be important because the housing market is widely viewed as overheated.</p><p><blockquote>LPL Financial 的固定收益策略师劳伦斯-吉勒姆（Lawrence Gillum）说，市场希望看到的关键在于美联储缩减规模的时机。他还指出，中央银行缩减 400 亿美元的抵押贷款支持证券尤为重要，因为人们普遍认为房地产市场过热。</blockquote></p><p> “The main thing we’d like to hear next week is how and when the Fed plans to reduce its bond purchase programs,” Gillum said.</p><p><blockquote>“吉勒姆说：”下周我们最希望听到的是美联储计划如何以及何时减少债券购买计划。</blockquote></p><p> “Additionally, why the Fed continues to buy $40 billion in mortgage securities every month when the housing market, by all accounts, doesn’t need that support. Will we get that clarity? Probably not,” he offered.</p><p><blockquote>“此外，为什么美联储每月继续购买 400 亿美元的抵押贷款证券，而从各方面来看，房地产市场并不需要这种支持？我们会明白吗？可能不会，”他说。</blockquote></p><p> Andrew Hunter, senior U.S. economist at Capital Economics, in a Friday report, said that in that context, he still expects policy makers to convey a go-slow approach to any scaling back of monetary accommodation.</p><p><blockquote>凯投宏观(Capital Economics)美国高级经济学家安德鲁·亨特(Andrew Hunter)在周五的一份报告中表示，在这种背景下，他仍然预计政策制定者将对任何缩减货币宽松措施采取缓慢的态度。</blockquote></p><p></p><p> “While we suspect that Fed officials may finally begin ‘talking about talking about’ tapering their asset purchases at next week’s FOMC meeting, they are likely to emphasize that the economy is still some way from making ‘substantial further progress’ towards their goals,” he said.</p><p><blockquote>“他说：”虽然我们怀疑美联储官员可能最终会在下周的联邦公开市场委员会会议上开始'谈论'缩减资产购买规模，但他们很可能会强调，经济距离实现他们的目标'取得实质性进一步进展'还有一段距离。</blockquote></p><p> Indeed, Peter Essele, head of investment management for Commonwealth Financial Network said the market may need to hear more dovishness from Fed officials, even as they circumnavigate the notion of scaling back easy-money policies.</p><p><blockquote>事实上，联邦金融网络投资管理主管彼得·埃塞尔表示，市场可能需要听到美联储官员更多鸽派言论，即使他们绕过缩减宽松货币政策的想法。</blockquote></p><p> “Market participants are clearly expecting a dovish tone from the Fed next week, as evidenced by the recent path of interest rates,” Essele told MarketWatch in emailed comments.</p><p><blockquote>“埃塞尔在电子邮件评论中告诉 MarketWatch：”市场参与者显然预计美联储下周将采取鸽派基调，最近的利率走势就证明了这一点。</blockquote></p><p> “We expect the Fed will keep its foot on the accommodative pedal next week, which won’t change until inflation is no longer transitory and the economy is back to full employment,” Essele said.</p><p><blockquote>“埃塞尔说：”我们预计美联储下周将继续采取宽松政策，在通胀不再是暂时性的、经济恢复充分就业之前，这一政策不会改变。</blockquote></p><p> “Until then, Treasury rates should remain range-bound on the long end and anchored on the short end, offering bond investors little to worry about in the near term,” he said.</p><p><blockquote>“他说：”在此之前，国债利率应保持在长端区间，短端锚定，债券投资者在短期内无需担心。</blockquote></p><p> <b>What else is on investors’ radar?</b></p><p><blockquote><b>投资者还关注什么？</b></blockquote></p><p> Meanwhile, the only other main item on the docket for next week is U.S. May retail sales on Tuesday, while investors continue to watch negotiations between the Biden administration and Republicans on an infrastructure spending plan, given it has implications for economic growth and debt issuance.</p><p><blockquote>与此同时，下周唯一的另一个主要项目是周二的美国5月份零售销售，而投资者继续关注拜登政府和共和党人之间关于基础设施支出计划的谈判，因为该计划对经济增长和债务发行有影响。</blockquote></p><p></p>","source":"lsy1603348471595","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>Here’s what the market wants — and doesn’t want — to hear from Powell at this week’s Fed meeting<blockquote>以下是市场在本周美联储会议上希望和不希望听到鲍威尔的言论</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\">\nHere’s what the market wants — and doesn’t want — to hear from Powell at this week’s Fed meeting<blockquote>以下是市场在本周美联储会议上希望和不希望听到鲍威尔的言论</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-14 07:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>All eyes on the Fed!</p><p><blockquote>所有的目光都集中在美联储身上!</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4c83a98ead1e0406f6e21bde6e1f550\" tg-width=\"1260\" tg-height=\"876\"><span>\"Alas, poor inflation! I knew him, Horatio.\" MARKETWATCH PHOTO ILLUSTRATION/GETTY IMAGES, EVERETT COLLECTION</span></p><p><blockquote><p class=\"t-img-caption\"><span>“唉，可怜的通货膨胀!我认识他，霍雷肖。”MARKETWATCH 照片插图/GETTY IMAGES，EVERETT COLLECTION</span></p></blockquote></p><p> You couldn’t fault Wall Street for envisaging a bit of Hamlet in Jerome Powell at the Federal Open Market Committee’s June policy meeting this coming week:</p><p><blockquote>在下周举行的联邦公开市场委员会 6 月份政策会议上，华尔街设想了杰罗姆-鲍威尔（Jerome Powell）的一点哈姆雷特（Hamlet）：</blockquote></p><p> Transitory, or not transitory?</p><p><blockquote>短暂的，还是不短暂的？</blockquote></p><p> Therein lies the question that the interest rate-setting Fed committee needs to answer for financial markets on Wednesday, at the conclusion of the FOMC’s two-day gathering.</p><p><blockquote>这就是美联储利率制定委员会周三在为期两天的联邦公开市场委员会会议结束时需要为金融市场回答的问题。</blockquote></p><p> Whether ’tis nobler in the mind to suffer the slings and arrows of outrageous inflation or to take arms against a sea of troubles, as Hamlet might have said if he had been a central bank governor.</p><p><blockquote>如果哈姆雷特是央行行长，他可能会说的那样，无论是忍受令人发指的通货膨胀的箭矢，还是拿起武器对抗麻烦的海洋，哪个更高尚。</blockquote></p><p> Of course, no one is expecting fireworks at this coming meeting but it could still proof a pivotal point for stocks and bonds.</p><p><blockquote>当然，没有人预计即将到来的会议会有烟火，但它仍然可能证明股票和债券的关键点。</blockquote></p><p> That is especially true with the S&P 500 index,the Dow Jones Industrial Average,and the Nasdaq Composite Index,hovering at, or near, record closing highs.</p><p><blockquote>标普500指数、道琼斯工业平均指数和纳斯达克综合指数尤其如此，它们徘徊在或接近历史收盘高点。</blockquote></p><p> The Fed meeting comes against the backdrop of growing evidence of pricing pressures building in the economy as it recovers from the COVID pandemic of the past year and vaccination rollouts allow businesses to return to some semblance of normality.</p><p><blockquote>美联储会议召开的背景是，越来越多的证据表明，随着经济从去年的新冠疫情中复苏，定价压力正在加大，疫苗接种的推出使企业恢复了某种正常状态。</blockquote></p><p> Last Thursday’s consumer-price index report from the U.S. Labor Department showed that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%, reflecting a broad increase in prices confronting Americans.</p><p><blockquote>美国劳工部上周四发布的消费者价格指数报告显示，5 月份生活成本飙升，将通胀率推至 5% 的 13 年来新高，反映出美国人面临的物价普遍上涨。</blockquote></p><p> “The critical question now is whether this elevated rate of inflation is ‘transitory’ or whether higher prices risk becoming psychologically entrenched,” wrote Matt Weller, global head of market research at Forex.com in a Friday research note.</p><p><blockquote>“Forex.com 全球市场研究主管马特-韦勒（Matt Weller）在周五的一份研究报告中写道：”现在的关键问题是，通货膨胀率的上升是'暂时的'，还是物价上涨有可能在心理上根深蒂固。</blockquote></p><p> The fixed-income market may already have had its say on inflation, with the yields on the 10-year Treasury note and the 30-year Treasury bond hanging around their lowest levels since at least early March.</p><p><blockquote>固定收益市场可能已经对通胀有了发言权，10年期国债和30年期国债收益率徘徊在至少3月初以来的最低水平附近。</blockquote></p><p> Treasury and stock-market investors are viewing the surge in inflation as fostered by supply chain distortions as consumers splurge after the pandemic, along with statistical base effects as last year’s falling prices drop out of the annual calculations, and therefore likely to be fleeting.</p><p><blockquote>美国国债和股市投资者认为，通胀飙升是由于大流行病过后消费者挥霍无度，导致供应链扭曲，以及去年物价下跌从年度计算中剔除的统计基数效应，因此很可能转瞬即逝。</blockquote></p><p> Is isn’t clear exactly however what transitory means — months, years ? How long are elevated levels of inflation to be tolerated before market participants and the Fed lose patience with inflation that undermines asset prices?</p><p><blockquote>然而，暂时性究竟是什么意思--几个月、几年？在市场参与者和美联储对破坏资产价格的通胀失去耐心之前，还要容忍高通胀水平多久？</blockquote></p><p> “Going forward to the end of 2021 and into 2022, policy makers continue to expect inflation to subside back down nearer their 2% objective, is a message the Committee is likely to reiterate at next week’s meeting,” wrote Lindsey Piegza, chief economist at Stifel in a Friday note.</p><p><blockquote>“展望 2021 年底和 2022 年，政策制定者继续预计通胀率将回落至接近 2% 的目标，委员会可能会在下周的会议上重申这一信息，”Stifel 首席经济学家林赛-皮耶扎（Lindsey Piegza）在周五的一份报告中写道。</blockquote></p><p> “That being said, the U.S. economy is clearly gaining momentum, with the labor market adding more than 500,000 jobs a month. Therefore, while no policy adjustment is expected in June, nor an announcement of a timeline for an eventual adjustment to policy, at least some Fed members are expected to push for a discussion in the coming months regarding an eventual rollback of emergency measures,” she said.</p><p><blockquote>“尽管如此，美国经济的势头显然正在增强，劳动力市场每月新增就业岗位超过 50 万个。因此，虽然预计 6 月份不会进行政策调整，也不会宣布最终调整政策的时间表，但预计至少一些美联储成员将在未来几个月内推动讨论最终撤销紧急措施的问题，”她说。</blockquote></p><p> Some traders, analysts and economists are betting the Fed will aim to articulate the view that the tapering of its $120 billion a month purchase of assets, implemented during the worst of the pandemic, will begin by towards the end of 2021.</p><p><blockquote>一些交易员、分析师和经济学家押注，美联储将致力于阐明这样一种观点，即在疫情最严重时期实施的每月 1200 亿美元的资产购买将于 2021 年底开始缩减。</blockquote></p><p> The Fed may talk about talking about tapering in June and by August or September begin the work toward a roll back.</p><p><blockquote>美联储可能会在6月份讨论缩减规模，并在8月或9月开始缩减规模。</blockquote></p><p> In the face of rising inflation, the timing of any tapering looks tricky for the U.S. central bank since the recovery in the labor market still looks shaky, relative to the the demand for workers, and is reflected in the weaker-than-expected May nonfarm payrolls report and the job openings data from last week which hit a record 9.3 million.</p><p><blockquote>面对不断上升的通胀，美国央行任何缩减规模的时机看起来都很棘手，因为相对于工人需求，劳动力市场的复苏看起来仍然不稳定，这反映在弱于预期的5月份非农就业报告和上周的职位空缺数据中。创纪录的930万个。</blockquote></p><p> Lawrence Gillum, fixed-income strategist for LPL Financial, said that the key thing the market wants to here is the timing of the Fed’s tapering. He also noted the tapering of the central bank’s $40 billion of mortgage-backed securities in particular will be important because the housing market is widely viewed as overheated.</p><p><blockquote>LPL Financial 的固定收益策略师劳伦斯-吉勒姆（Lawrence Gillum）说，市场希望看到的关键在于美联储缩减规模的时机。他还指出，中央银行缩减 400 亿美元的抵押贷款支持证券尤为重要，因为人们普遍认为房地产市场过热。</blockquote></p><p> “The main thing we’d like to hear next week is how and when the Fed plans to reduce its bond purchase programs,” Gillum said.</p><p><blockquote>“吉勒姆说：”下周我们最希望听到的是美联储计划如何以及何时减少债券购买计划。</blockquote></p><p> “Additionally, why the Fed continues to buy $40 billion in mortgage securities every month when the housing market, by all accounts, doesn’t need that support. Will we get that clarity? Probably not,” he offered.</p><p><blockquote>“此外，为什么美联储每月继续购买 400 亿美元的抵押贷款证券，而从各方面来看，房地产市场并不需要这种支持？我们会明白吗？可能不会，”他说。</blockquote></p><p> Andrew Hunter, senior U.S. economist at Capital Economics, in a Friday report, said that in that context, he still expects policy makers to convey a go-slow approach to any scaling back of monetary accommodation.</p><p><blockquote>凯投宏观(Capital Economics)美国高级经济学家安德鲁·亨特(Andrew Hunter)在周五的一份报告中表示，在这种背景下，他仍然预计政策制定者将对任何缩减货币宽松措施采取缓慢的态度。</blockquote></p><p></p><p> “While we suspect that Fed officials may finally begin ‘talking about talking about’ tapering their asset purchases at next week’s FOMC meeting, they are likely to emphasize that the economy is still some way from making ‘substantial further progress’ towards their goals,” he said.</p><p><blockquote>“他说：”虽然我们怀疑美联储官员可能最终会在下周的联邦公开市场委员会会议上开始'谈论'缩减资产购买规模，但他们很可能会强调，经济距离实现他们的目标'取得实质性进一步进展'还有一段距离。</blockquote></p><p> Indeed, Peter Essele, head of investment management for Commonwealth Financial Network said the market may need to hear more dovishness from Fed officials, even as they circumnavigate the notion of scaling back easy-money policies.</p><p><blockquote>事实上，联邦金融网络投资管理主管彼得·埃塞尔表示，市场可能需要听到美联储官员更多鸽派言论，即使他们绕过缩减宽松货币政策的想法。</blockquote></p><p> “Market participants are clearly expecting a dovish tone from the Fed next week, as evidenced by the recent path of interest rates,” Essele told MarketWatch in emailed comments.</p><p><blockquote>“埃塞尔在电子邮件评论中告诉 MarketWatch：”市场参与者显然预计美联储下周将采取鸽派基调，最近的利率走势就证明了这一点。</blockquote></p><p> “We expect the Fed will keep its foot on the accommodative pedal next week, which won’t change until inflation is no longer transitory and the economy is back to full employment,” Essele said.</p><p><blockquote>“埃塞尔说：”我们预计美联储下周将继续采取宽松政策，在通胀不再是暂时性的、经济恢复充分就业之前，这一政策不会改变。</blockquote></p><p> “Until then, Treasury rates should remain range-bound on the long end and anchored on the short end, offering bond investors little to worry about in the near term,” he said.</p><p><blockquote>“他说：”在此之前，国债利率应保持在长端区间，短端锚定，债券投资者在短期内无需担心。</blockquote></p><p> <b>What else is on investors’ radar?</b></p><p><blockquote><b>投资者还关注什么？</b></blockquote></p><p> Meanwhile, the only other main item on the docket for next week is U.S. May retail sales on Tuesday, while investors continue to watch negotiations between the Biden administration and Republicans on an infrastructure spending plan, given it has implications for economic growth and debt issuance.</p><p><blockquote>与此同时，下周唯一的另一个主要项目是周二的美国5月份零售销售，而投资者继续关注拜登政府和共和党人之间关于基础设施支出计划的谈判，因为该计划对经济增长和债务发行有影响。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/heres-what-the-market-wants-and-doesnt-want-to-hear-from-powell-at-next-weeks-fed-meeting-11623452360?mod=home-page\">MarketWatch</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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/heres-what-the-market-wants-and-doesnt-want-to-hear-from-powell-at-next-weeks-fed-meeting-11623452360?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142788371","content_text":"All eyes on the Fed!\n\"Alas, poor inflation! I knew him, Horatio.\" MARKETWATCH PHOTO ILLUSTRATION/GETTY IMAGES, EVERETT COLLECTION\nYou couldn’t fault Wall Street for envisaging a bit of Hamlet in Jerome Powell at the Federal Open Market Committee’s June policy meeting this coming week:\nTransitory, or not transitory?\nTherein lies the question that the interest rate-setting Fed committee needs to answer for financial markets on Wednesday, at the conclusion of the FOMC’s two-day gathering.\nWhether ’tis nobler in the mind to suffer the slings and arrows of outrageous inflation or to take arms against a sea of troubles, as Hamlet might have said if he had been a central bank governor.\nOf course, no one is expecting fireworks at this coming meeting but it could still proof a pivotal point for stocks and bonds.\nThat is especially true with the S&P 500 index,the Dow Jones Industrial Average,and the Nasdaq Composite Index,hovering at, or near, record closing highs.\nThe Fed meeting comes against the backdrop of growing evidence of pricing pressures building in the economy as it recovers from the COVID pandemic of the past year and vaccination rollouts allow businesses to return to some semblance of normality.\nLast Thursday’s consumer-price index report from the U.S. Labor Department showed that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%, reflecting a broad increase in prices confronting Americans.\n“The critical question now is whether this elevated rate of inflation is ‘transitory’ or whether higher prices risk becoming psychologically entrenched,” wrote Matt Weller, global head of market research at Forex.com in a Friday research note.\nThe fixed-income market may already have had its say on inflation, with the yields on the 10-year Treasury note and the 30-year Treasury bond hanging around their lowest levels since at least early March.\nTreasury and stock-market investors are viewing the surge in inflation as fostered by supply chain distortions as consumers splurge after the pandemic, along with statistical base effects as last year’s falling prices drop out of the annual calculations, and therefore likely to be fleeting.\nIs isn’t clear exactly however what transitory means — months, years ? How long are elevated levels of inflation to be tolerated before market participants and the Fed lose patience with inflation that undermines asset prices?\n“Going forward to the end of 2021 and into 2022, policy makers continue to expect inflation to subside back down nearer their 2% objective, is a message the Committee is likely to reiterate at next week’s meeting,” wrote Lindsey Piegza, chief economist at Stifel in a Friday note.\n“That being said, the U.S. economy is clearly gaining momentum, with the labor market adding more than 500,000 jobs a month. Therefore, while no policy adjustment is expected in June, nor an announcement of a timeline for an eventual adjustment to policy, at least some Fed members are expected to push for a discussion in the coming months regarding an eventual rollback of emergency measures,” she said.\nSome traders, analysts and economists are betting the Fed will aim to articulate the view that the tapering of its $120 billion a month purchase of assets, implemented during the worst of the pandemic, will begin by towards the end of 2021.\nThe Fed may talk about talking about tapering in June and by August or September begin the work toward a roll back.\nIn the face of rising inflation, the timing of any tapering looks tricky for the U.S. central bank since the recovery in the labor market still looks shaky, relative to the the demand for workers, and is reflected in the weaker-than-expected May nonfarm payrolls report and the job openings data from last week which hit a record 9.3 million.\nLawrence Gillum, fixed-income strategist for LPL Financial, said that the key thing the market wants to here is the timing of the Fed’s tapering. He also noted the tapering of the central bank’s $40 billion of mortgage-backed securities in particular will be important because the housing market is widely viewed as overheated.\n“The main thing we’d like to hear next week is how and when the Fed plans to reduce its bond purchase programs,” Gillum said.\n“Additionally, why the Fed continues to buy $40 billion in mortgage securities every month when the housing market, by all accounts, doesn’t need that support. Will we get that clarity? Probably not,” he offered.\nAndrew Hunter, senior U.S. economist at Capital Economics, in a Friday report, said that in that context, he still expects policy makers to convey a go-slow approach to any scaling back of monetary accommodation.\n“While we suspect that Fed officials may finally begin ‘talking about talking about’ tapering their asset purchases at next week’s FOMC meeting, they are likely to emphasize that the economy is still some way from making ‘substantial further progress’ towards their goals,” he said.\nIndeed, Peter Essele, head of investment management for Commonwealth Financial Network said the market may need to hear more dovishness from Fed officials, even as they circumnavigate the notion of scaling back easy-money policies.\n“Market participants are clearly expecting a dovish tone from the Fed next week, as evidenced by the recent path of interest rates,” Essele told MarketWatch in emailed comments.\n“We expect the Fed will keep its foot on the accommodative pedal next week, which won’t change until inflation is no longer transitory and the economy is back to full employment,” Essele said.\n“Until then, Treasury rates should remain range-bound on the long end and anchored on the short end, offering bond investors little to worry about in the near term,” he said.\nWhat else is on investors’ radar?\nMeanwhile, the only other main item on the docket for next week is U.S. May retail sales on Tuesday, while investors continue to watch negotiations between the Biden administration and Republicans on an infrastructure spending plan, given it has implications for economic growth and debt issuance.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362285454,"gmtCreate":1614642837878,"gmtModify":1703479189117,"author":{"id":"3566960557485103","authorId":"3566960557485103","name":"457fe3dd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566960557485103","authorIdStr":"3566960557485103"},"themes":[],"title":"","htmlText":"Oh nice","listText":"Oh nice","text":"Oh nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362285454","repostId":"1102947994","repostType":4,"isVote":1,"tweetType":1,"viewCount":3009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366642460,"gmtCreate":1614480005650,"gmtModify":1703477730871,"author":{"id":"3566960557485103","authorId":"3566960557485103","name":"457fe3dd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566960557485103","authorIdStr":"3566960557485103"},"themes":[],"title":"","htmlText":"nice!","listText":"nice!","text":"nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366642460","repostId":"2114111304","repostType":2,"repost":{"id":"2114111304","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1614375747,"share":"https://www.laohunote.com/m/news/2114111304?lang=zh_CN&edition=full","pubTime":"2021-02-27 05:42","market":"us","language":"en","title":"Will Nio's Sagging Stock Get a Lift From Earnings? A Q4 Preview<blockquote>蔚来汽车下跌的股价会从盈利中得到提振吗？第四季度预览</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2114111304","media":"Benzinga Earnings","summary":"Nio Inc – ADR (NYSE: NIO) shares are in bear market territory, having fallen over 27% from a recent high of $64.60 on Feb.10.","content":"<p><html><body><strong>Nio Inc – ADR </strong>(NYSE:NIO) shares are in bear market territory, having fallen over 27% from a recent high of $64.60 on Feb.10. The pullback came amid broader market weakness, as investors rotated out of the tech and related sectors in droves.</p><p><blockquote><html><body><strong>蔚来公司 – ADR</strong>（纽约证券交易所股票代码：NIO）股价处于熊市区域，较 2 月 10 日 64.60 美元的近期高点下跌超过 27%。此次回调正值大盘疲软之际，投资者纷纷撤出科技及相关行业。</body></html></blockquote></p><p> The sagging stock has an upcoming catalyst in the form of its fourth-quarter earnings report, which is due Monday, after the close.</p><p><blockquote>下跌的股票即将迎来催化剂，即第四季度收益报告，该报告将于周一收盘后发布。</blockquote></p><p> <strong>Consensus Call For Nio's Q4: </strong> Nio is expected to report a narrower fourth-quarter loss of 7 cents per share on revenues of $1.01 billion, according to consensus estimates.</p><p><blockquote><strong>蔚来第四季度看涨期权共识：</strong>根据市场普遍预期，蔚来第四季度每股亏损 7 美分，营收为 10.1 亿美元。</blockquote></p><p> In the same period last year, the company reported a loss of 39 cents per share and revenues of $406.99 million, and in the preceding third quarter, revenues were at $666.6 million and the non-GAAP loss per share was 12 cents.</p><p><blockquote>去年同期，该公司报告每股亏损 39 美分，收入为 4.0699 亿美元，而上一季度，收入为 6.666 亿美元，非 GAAP 每股亏损为 12 美分。</blockquote></p><p> Nio, meanwhile, guided to fiscal-year 2020, fourth-quarter revenues to $921.8 million-$947.9 million.</p><p><blockquote>与此同时，蔚来预计 2020 财年第四季度收入将达到 9.218 亿美元至 9.479 亿美元。</blockquote></p><p> <strong>Q4 Deliveries: </strong> Nio confirmed in early January that it delivered 17,353 vehicles in the fourth quarter, a 111% year-over-year growth.</p><p><blockquote><strong>第四季度交付量：</strong>蔚来在1月初证实，第四季度交付了17,353辆汽车，同比增长111%。</blockquote></p><p> The momentum accelerated further in 2020. January deliveries climbed over 350% to 7,225 vehicles.</p><p><blockquote>2020年，这一势头进一步加快。1 月份交付量增长超过 350%，达到 7,225 辆。</blockquote></p><p> <em>Related Link: China EV Updates: Nio Tests New Power Swap Station, XPeng's Travel Statistics, Geely, Baidu Make Progress On JV, Xiaomi Downplays Rumors </em></p><p><blockquote><em>相关链接：中国电动汽车最新消息：蔚来测试新型换电站、小鹏出行统计数据、吉利、百度合资取得进展、小米淡化传闻</em></blockquote></p><p> <strong>Nio's Forward Outlook: </strong> Nio is operating in a market that presents a huge opportunity.</p><p><blockquote><strong>蔚来汽车的前瞻性展望：</strong>蔚来所处的市场蕴藏着巨大的机遇。</blockquote></p><p> Electric vehicle penetration, which is currently at 3% of global new vehicle sales, will increase to 50% plus over the next decade. This presents outsized opportunities for EV-first automakers, Loup Venture's Gene Munster said in a recent note. China is a crucial part of the global EV growth story.</p><p><blockquote>电动汽车渗透率目前占全球新车销量的3%，未来十年将增加到50%以上。Loup Venture 的 Gene Munster 在最近的一份报告中表示，这为电动汽车优先的汽车制造商提供了巨大的机遇。中国是全球电动汽车增长故事的重要组成部分。</blockquote></p><p> Nio has been proactively pushing ahead in expanding its market share. In addition to the three commercial vehicle models it currently sells, the company unveiled its first EV sedan, named ET7 at Nio Day, Jan. 9.</p><p><blockquote>蔚来一直在积极推进扩大其市场份额。除了目前销售的三款商用车车型外，该公司还在 1 月 9 日的蔚来日推出了首款电动轿车，名为 ET7。</blockquote></p><p> The event also saw the rollout of several new products and offerings, including its new battery-swap technology and autonomous driver assistance system-as-a-service, or ADaaS.</p><p><blockquote>此次活动还推出了多款新产品和产品，包括其新的电池更换技术和自动驾驶辅助系统即服务（ADaaS）。</blockquote></p><p> Competition is getting intense, with more players entering the domestic EV market. Incidentally, Nio is also nurturing global ambitions and has hinted at exports to Europe.</p><p><blockquote>竞争日益激烈，越来越多的参与者进入国内电动汽车市场。顺便说一句，蔚来也在培养全球野心，并暗示向欧洲出口。</blockquote></p><p> <strong>Nio Stock: </strong> After Nio's 1,110% advance in 2020, the stock began the new year on a solid footing. The stock raced to an all-time high of $66.99 immediately after Nio Day. Since then, the stock has seen extreme volatility.</p><p><blockquote><strong>蔚来股票：</strong>蔚来汽车在 2020 年上涨 1,110% 后，该股在新的一年伊始就拥有了坚实的基础。蔚来日过后，该股立即飙升至 66.99 美元的历史高点。此后，该股出现了极端波动。</blockquote></p><p> The broader market weakness has exerted further pressure on the stock, dragging it down to a new low of $41.66 earlier this week.</p><p><blockquote>大盘疲软给该股带来了进一步压力，本周早些时候将其拖至 41.66 美元的新低。</blockquote></p><p> Nio shares are currently trading at a price/sales ratio of around 28.5 compared to bigger rival <strong>Tesla Inc's </strong>(NASDAQ:TSLA) 23.3.</p><p><blockquote>与更大的竞争对手相比，蔚来股票目前的市销率约为 28.5<strong>特斯拉公司</strong>（纳斯达克股票代码：TSLA）23.3。</blockquote></p><p> <strong>NIO Price Action: </strong>At last check, Nio shares were up 0.47% at $47.03.</p><p><blockquote><strong>蔚来价格走势：</strong>上次检查时，蔚来股价上涨 0.47%，至 47.03 美元。</blockquote></p><p> <em>Related Link: Nio Analyst Sees Meaningful Tailwinds For EV Brand's Sales Volume </em></p><p><blockquote><em>相关链接：蔚来分析师认为电动汽车品牌的销量将带来有意义的推动力</em></blockquote></p><p> <em>(Photo: Nio)</em></p><p><blockquote><em>（照片：蔚来）</em></blockquote></p><p> </body></html></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>Will Nio's Sagging Stock Get a Lift From Earnings? A Q4 Preview<blockquote>蔚来汽车下跌的股价会从盈利中得到提振吗？第四季度预览</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 Nio's Sagging Stock Get a Lift From Earnings? A Q4 Preview<blockquote>蔚来汽车下跌的股价会从盈利中得到提振吗？第四季度预览</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-02-27 05:42</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body><strong>Nio Inc – ADR </strong>(NYSE:NIO) shares are in bear market territory, having fallen over 27% from a recent high of $64.60 on Feb.10. The pullback came amid broader market weakness, as investors rotated out of the tech and related sectors in droves.</p><p><blockquote><html><body><strong>蔚来公司 – ADR</strong>（纽约证券交易所股票代码：NIO）股价处于熊市区域，较 2 月 10 日 64.60 美元的近期高点下跌超过 27%。此次回调正值大盘疲软之际，投资者纷纷撤出科技及相关行业。</body></html></blockquote></p><p> The sagging stock has an upcoming catalyst in the form of its fourth-quarter earnings report, which is due Monday, after the close.</p><p><blockquote>下跌的股票即将迎来催化剂，即第四季度收益报告，该报告将于周一收盘后发布。</blockquote></p><p> <strong>Consensus Call For Nio's Q4: </strong> Nio is expected to report a narrower fourth-quarter loss of 7 cents per share on revenues of $1.01 billion, according to consensus estimates.</p><p><blockquote><strong>蔚来第四季度看涨期权共识：</strong>根据市场普遍预期，蔚来第四季度每股亏损 7 美分，营收为 10.1 亿美元。</blockquote></p><p> In the same period last year, the company reported a loss of 39 cents per share and revenues of $406.99 million, and in the preceding third quarter, revenues were at $666.6 million and the non-GAAP loss per share was 12 cents.</p><p><blockquote>去年同期，该公司报告每股亏损 39 美分，收入为 4.0699 亿美元，而上一季度，收入为 6.666 亿美元，非 GAAP 每股亏损为 12 美分。</blockquote></p><p> Nio, meanwhile, guided to fiscal-year 2020, fourth-quarter revenues to $921.8 million-$947.9 million.</p><p><blockquote>与此同时，蔚来预计 2020 财年第四季度收入将达到 9.218 亿美元至 9.479 亿美元。</blockquote></p><p> <strong>Q4 Deliveries: </strong> Nio confirmed in early January that it delivered 17,353 vehicles in the fourth quarter, a 111% year-over-year growth.</p><p><blockquote><strong>第四季度交付量：</strong>蔚来在1月初证实，第四季度交付了17,353辆汽车，同比增长111%。</blockquote></p><p> The momentum accelerated further in 2020. January deliveries climbed over 350% to 7,225 vehicles.</p><p><blockquote>2020年，这一势头进一步加快。1 月份交付量增长超过 350%，达到 7,225 辆。</blockquote></p><p> <em>Related Link: China EV Updates: Nio Tests New Power Swap Station, XPeng's Travel Statistics, Geely, Baidu Make Progress On JV, Xiaomi Downplays Rumors </em></p><p><blockquote><em>相关链接：中国电动汽车最新消息：蔚来测试新型换电站、小鹏出行统计数据、吉利、百度合资取得进展、小米淡化传闻</em></blockquote></p><p> <strong>Nio's Forward Outlook: </strong> Nio is operating in a market that presents a huge opportunity.</p><p><blockquote><strong>蔚来汽车的前瞻性展望：</strong>蔚来所处的市场蕴藏着巨大的机遇。</blockquote></p><p> Electric vehicle penetration, which is currently at 3% of global new vehicle sales, will increase to 50% plus over the next decade. This presents outsized opportunities for EV-first automakers, Loup Venture's Gene Munster said in a recent note. China is a crucial part of the global EV growth story.</p><p><blockquote>电动汽车渗透率目前占全球新车销量的3%，未来十年将增加到50%以上。Loup Venture 的 Gene Munster 在最近的一份报告中表示，这为电动汽车优先的汽车制造商提供了巨大的机遇。中国是全球电动汽车增长故事的重要组成部分。</blockquote></p><p> Nio has been proactively pushing ahead in expanding its market share. In addition to the three commercial vehicle models it currently sells, the company unveiled its first EV sedan, named ET7 at Nio Day, Jan. 9.</p><p><blockquote>蔚来一直在积极推进扩大其市场份额。除了目前销售的三款商用车车型外，该公司还在 1 月 9 日的蔚来日推出了首款电动轿车，名为 ET7。</blockquote></p><p> The event also saw the rollout of several new products and offerings, including its new battery-swap technology and autonomous driver assistance system-as-a-service, or ADaaS.</p><p><blockquote>此次活动还推出了多款新产品和产品，包括其新的电池更换技术和自动驾驶辅助系统即服务（ADaaS）。</blockquote></p><p> Competition is getting intense, with more players entering the domestic EV market. Incidentally, Nio is also nurturing global ambitions and has hinted at exports to Europe.</p><p><blockquote>竞争日益激烈，越来越多的参与者进入国内电动汽车市场。顺便说一句，蔚来也在培养全球野心，并暗示向欧洲出口。</blockquote></p><p> <strong>Nio Stock: </strong> After Nio's 1,110% advance in 2020, the stock began the new year on a solid footing. The stock raced to an all-time high of $66.99 immediately after Nio Day. Since then, the stock has seen extreme volatility.</p><p><blockquote><strong>蔚来股票：</strong>蔚来汽车在 2020 年上涨 1,110% 后，该股在新的一年伊始就拥有了坚实的基础。蔚来日过后，该股立即飙升至 66.99 美元的历史高点。此后，该股出现了极端波动。</blockquote></p><p> The broader market weakness has exerted further pressure on the stock, dragging it down to a new low of $41.66 earlier this week.</p><p><blockquote>大盘疲软给该股带来了进一步压力，本周早些时候将其拖至 41.66 美元的新低。</blockquote></p><p> Nio shares are currently trading at a price/sales ratio of around 28.5 compared to bigger rival <strong>Tesla Inc's </strong>(NASDAQ:TSLA) 23.3.</p><p><blockquote>与更大的竞争对手相比，蔚来股票目前的市销率约为 28.5<strong>特斯拉公司</strong>（纳斯达克股票代码：TSLA）23.3。</blockquote></p><p> <strong>NIO Price Action: </strong>At last check, Nio shares were up 0.47% at $47.03.</p><p><blockquote><strong>蔚来价格走势：</strong>上次检查时，蔚来股价上涨 0.47%，至 47.03 美元。</blockquote></p><p> <em>Related Link: Nio Analyst Sees Meaningful Tailwinds For EV Brand's Sales Volume </em></p><p><blockquote><em>相关链接：蔚来分析师认为电动汽车品牌的销量将带来有意义的推动力</em></blockquote></p><p> <em>(Photo: Nio)</em></p><p><blockquote><em>（照片：蔚来）</em></blockquote></p><p> </body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://www.benzinga.com/node/19882855","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2114111304","content_text":"Nio Inc – ADR (NYSE:NIO) shares are in bear market territory, having fallen over 27% from a recent high of $64.60 on Feb.10. The pullback came amid broader market weakness, as investors rotated out of the tech and related sectors in droves.\nThe sagging stock has an upcoming catalyst in the form of its fourth-quarter earnings report, which is due Monday, after the close.\nConsensus Call For Nio's Q4: Nio is expected to report a narrower fourth-quarter loss of 7 cents per share on revenues of $1.01 billion, according to consensus estimates.\nIn the same period last year, the company reported a loss of 39 cents per share and revenues of $406.99 million, and in the preceding third quarter, revenues were at $666.6 million and the non-GAAP loss per share was 12 cents.\nNio, meanwhile, guided to fiscal-year 2020, fourth-quarter revenues to $921.8 million-$947.9 million.\nQ4 Deliveries: Nio confirmed in early January that it delivered 17,353 vehicles in the fourth quarter, a 111% year-over-year growth.\nThe momentum accelerated further in 2020. January deliveries climbed over 350% to 7,225 vehicles.\nRelated Link: China EV Updates: Nio Tests New Power Swap Station, XPeng's Travel Statistics, Geely, Baidu Make Progress On JV, Xiaomi Downplays Rumors \nNio's Forward Outlook: Nio is operating in a market that presents a huge opportunity.\nElectric vehicle penetration, which is currently at 3% of global new vehicle sales, will increase to 50% plus over the next decade. This presents outsized opportunities for EV-first automakers, Loup Venture's Gene Munster said in a recent note. China is a crucial part of the global EV growth story.\nNio has been proactively pushing ahead in expanding its market share. In addition to the three commercial vehicle models it currently sells, the company unveiled its first EV sedan, named ET7 at Nio Day, Jan. 9.\nThe event also saw the rollout of several new products and offerings, including its new battery-swap technology and autonomous driver assistance system-as-a-service, or ADaaS.\nCompetition is getting intense, with more players entering the domestic EV market. Incidentally, Nio is also nurturing global ambitions and has hinted at exports to Europe.\nNio Stock: After Nio's 1,110% advance in 2020, the stock began the new year on a solid footing. The stock raced to an all-time high of $66.99 immediately after Nio Day. Since then, the stock has seen extreme volatility.\nThe broader market weakness has exerted further pressure on the stock, dragging it down to a new low of $41.66 earlier this week.\nNio shares are currently trading at a price/sales ratio of around 28.5 compared to bigger rival Tesla Inc's (NASDAQ:TSLA) 23.3.\nNIO Price Action: At last check, Nio shares were up 0.47% at $47.03.\nRelated Link: Nio Analyst Sees Meaningful Tailwinds For EV Brand's Sales Volume \n(Photo: Nio)","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360519710,"gmtCreate":1613955275230,"gmtModify":1631889093662,"author":{"id":"3566960557485103","authorId":"3566960557485103","name":"457fe3dd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566960557485103","authorIdStr":"3566960557485103"},"themes":[],"title":"","htmlText":"yas","listText":"yas","text":"yas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360519710","repostId":"1100960455","repostType":4,"repost":{"id":"1100960455","kind":"news","pubTimestamp":1613717993,"share":"https://www.laohunote.com/m/news/1100960455?lang=zh_CN&edition=full","pubTime":"2021-02-19 14:59","market":"us","language":"en","title":"Palantir: Buy The Dip<blockquote>Palantir：逢低买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100960455","media":"Seeking Alpha","summary":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disapp","content":"<p>Summary</p><p><blockquote>总结</blockquote></p><p> <ul> <li>Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.</li> <li>Palantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.</li> <li>Palantir continues to grow its client base across multiple industries.</li> <li>Palantir's lock-up period ends on February 19th. Place your bets!</li> </ul> One of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.</p><p><blockquote><ul><li>Palantir 公布了稳健的收入，但未能实现盈利。未来的预测有点令人失望。</li><li>Palantir 预计在 2020 年收入增长 47% 后，收入将同比增长 30%。</li><li>Palantir 继续扩大其在多个行业的客户群。</li><li>Palantir 的禁售期将于 2 月 19 日结束。下注吧!</li></ul>最近最热门的股票之一是最近直接上市的 Palantir Technologies Inc. (PLTR)。一些投资者原本预计该公司今天将发布井喷财报，但未能实现这一目标。该公司确实实现了令人难以置信的收入增长，未来的道路看起来也很光明。然而，投资者对该公司表示的光明前景感到失望。正如预期的那样，该股在锁定期结束前下跌。下周将讲述该股走向的更好故事。如果你觉得有风险，就跳上去。</blockquote></p><p> <b>Who Are They?</b></p><p><blockquote><b>他们是谁？</b></blockquote></p><p> If you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.</p><p><blockquote>如果你像我一样，你可能不知道这家公司是谁，也不知道他们做什么。Palantir Technologies Inc.自2003年成立以来，总部位于科罗拉多州丹佛市。简而言之， 他们为美国情报界构建和部署软件平台， 以协助反恐调查和行动。</blockquote></p><p> Palantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.</p><p><blockquote>Palantir Gothamis是一个软件程序，可以识别隐藏在数据集深处的模式。这有助于对平台内已识别的威胁执行真实世界的响应。这被用于帮助2018年佛罗伦萨飓风中的有需要的人。Palantir Gotham将公开的洪水数据与天气信息和社会脆弱性普查数据相结合，以找到最需要的社区，并适当部署资源。最近，他们正在向美国政府提供冠状病毒跟踪软件。</blockquote></p><p> The company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p><p><blockquote>该公司还提供 Palantir Foundry， 这是一个通过为组织数据创建中央操作系统来改变组织运营方式的平台；并允许个人用户在一个地方集成和分析他们需要的数据。</blockquote></p><p> Pretty cool hey?</p><p><blockquote>很酷啊？</blockquote></p><p> <b>What Is Driving The Company?</b></p><p><blockquote><b>是什么推动了这家公司？</b></blockquote></p><p> Revenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.</p><p><blockquote>收入。这是一个成长剧，简单明了。往下看，我们可以看到未来的预测。缺失的部分是2020年，我们今天发现是11亿美元。同比增长约 47%。展望未来，分析师预计年收入增长率将保持在 35% 以上。我们通常认为20%是强的，所以这看起来真的很好。第四季度，该公司公布季度收入为 3.221 亿美元，增长 20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2926257ca97794e55159ce8c6021a745\" tg-width=\"2978\" tg-height=\"992\"></p><p><blockquote></blockquote></p><p> (Source: TIKR.com)</p><p><blockquote>（来源：TIKR.com）</blockquote></p><p> The shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.</p><p><blockquote>令人震惊的是每股亏损总额为 0.08 美元，而市场普遍预期为 0.02 美元。受财报消息影响，该股今天下跌超过 12%。深入挖掘后，大多数投资者似乎对前瞻性预测感到失望。我个人认为他们有点沙袋，以消除共识，但时间会证明这有多真实。基于该公司发布的所有新闻，约翰·罗兹 (John Rhodes) 的文章中对此进行了很好的概述：Palantir：第四季度收入潜在爆发大多数人预计收入会超出预期，但该股上周的走势却并非如此。</blockquote></p><p> Data has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.</p><p><blockquote>数据比以往任何时候都更加与普通人相关。谈到新冠肺炎，当地新闻有各种各样的数据。2020年，Palantir帮助100个商业组织和10个国家政府应对新冠肺炎。这对Palantir来说是一个很好的机会，他们没有浪费。这一回应帮助 thema 赢得了价值 3150 万美元的英国医疗服务工作两年合同。仅在第四季度，该公司就签署了21笔价值超过500万美元的交易。其中12件价值1000万美元或以上。收入增长将继续是 Palantir 的未来。</blockquote></p><p> Some of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.</p><p><blockquote>一些最好的生意是政府生意。今年，Palantir 56% 的收入（即 6.1 亿美元）来自政府合同。虽然商业方面的同比增长率高达 107%，但政府收入 77% 的增长并不可笑。最令人印象深刻的是我们看到普通客户的情况。收入同比增长 41%。每个客户从560万美元高达790万美元。随着客户继续开发和改进其系统，将越来越多的业务移交给 Palantir，这是一个需要密切关注的重要指标。造成这种情况的另一个因素是 Palantir 吸引了大客户。2020年获得的新客户创造了4200万美元的收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9284f5fd3e26d0c55fcd9b2f6355371e\" tg-width=\"1752\" tg-height=\"983\"></p><p><blockquote></blockquote></p><p></p><p> (Company Presentation)</p><p><blockquote>（公司介绍）</blockquote></p><p> So all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.</p><p><blockquote>所以所有这些，我们今天仍然下跌12%？正如我上面提到的，人们对前瞻性预测感到有点震惊。Palantir 表示，预计 2021 年收入增长将超过 30%。这对大多数公司来说都是个好消息，但在你刚刚公布了 47% 的增长年份之后，这有点令人难过。但就像我说的，我认为他们有点沙袋。分析师仍预计 2021 年将增长约 35%。直觉告诉我，随着时间的推移，他们会超越这一点。该公司确实表示，他们的目标是到 2025 年实现 40 亿美元的收入，从现在开始每年增长 30%，这将使您受益匪浅。根据目前的预测，我完全预计这个数字将接近50亿美元。Palantir 正在追逐多个行业的“大鱼”。他们的客户中有 8 家进入财富 100 强，12 家进入全球 100 强。随着他们的产品不断发展和改进，他们的底线只会越来越好。我认为从长远来看，这里有很大的运行空间。</blockquote></p><p> <b>What Are The Risks?</b></p><p><blockquote><b>有什么风险？</b></blockquote></p><p> One of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.</p><p><blockquote>即将到来的风险之一是禁售期的结束，我将在下面谈到这一点。除此之外，我会看看政府合同。是的，它们是最重要的，但这并不是说它们没有风险。过去，Palantir 曾表示，他们需要更加关注商业客户，以帮助利润并扭亏为盈（这是盈利抛售的部分原因）。正如我们所看到的，他们已经获得了一些大型商业客户，但政府方面仍然存在。</blockquote></p><p> Something to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.</p><p><blockquote>还需要记住的是，与政府打交道可能会导致跨越一些人不同意的界限。据《华盛顿邮报》报道，2018 年，200 多名员工签署了一封致首席执行官亚历克斯·卡普 (Alex Karp) 的信，理由是对与移民和海关执法局合作的担忧。过去，由于潜在的侵犯人权行为，其他多家大型科技公司被迫切断与政府机构的联系。</blockquote></p><p> That said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.</p><p><blockquote>也就是说，我确实认为该公司将继续在商业领域做得很好，并很好地减少政府加班的整体风险。</blockquote></p><p> <b>What's The \"Lock-Up Period\"?</b></p><p><blockquote><b>什么是“锁定期”？</b></blockquote></p><p> The one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.</p><p><blockquote>许多人对Palantir的一个担忧是锁定期，锁定期将于2月19日（星期五）结束。通常情况下，我们会在这条路线上看到 IPO 的低点，但情况并非总是如此。</blockquote></p><p> Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended. What is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.</p><p><blockquote>从 10 月份前两周锁定期到期的 15 只股票来看，大多数股票在到期日前几天开始下跌，然后在三到五天后反弹。然而，一些人当天几乎没有看到抛售压力，禁售结束后股价立即攀升。是什么？简而言之，我们不是由中介机构发行公司新股并承销的首次公开募股，而是直接上市。这是企业直接向公众出售股票的地方，无需任何中介机构的帮助。并无涉及任何包销商或其他中介机构，亦无发行新股。这意味着该业务的最大股东只能在IPO锁定期满后自由出售其股份。Spotify (SPOT) 和 Slack (WORK) 是走直接上市路线的两个公司例子。也就是说，这两家公司都没有员工禁闭期。</blockquote></p><p> So what does this mean? Well, given thatMarketWatch said:</p><p><blockquote>那么这意味着什么呢？嗯，鉴于 MarketWatch 表示：</blockquote></p><p> For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options. It means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.</p><p><blockquote>不过，对于 Palantir 来说，多年的风险投资已经创造了足够多的股票来启动公开交易：大约 16.4 亿股，尽管按照包括归属期权在内的完全稀释公式计算，这一数字将增长到 21.7 亿股。这意味着目前约有 4.97 亿股流通股，我们可能会看到约 17 亿股流通股上市。现在这不太可能，但这确实意味着，考虑到 IPO 通常占已发行股票的 10%，而 Palantir 根据上面提供的数字发行股票的 20% 以上，该股的抛售压力应该低于平均水平。</blockquote></p><p> Where are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.</p><p><blockquote>我们现在在哪里？根据前面引用的研究，我们走在正确的轨道上。就在禁售期结束前，该股正在有序抛售。现在我们必须拭目以待，看看反弹是什么样子的。还是每个人都卖得很高，然后试图买得更低？这有点观望。让我们看看技术数据向我们展示了什么。</blockquote></p><p> <b>What Does The Price Say?</b></p><p><blockquote><b>价格怎么说？</b></blockquote></p><p></p><p> Taking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.</p><p><blockquote>快速浏览一下技术面，我们可以看到几个非常强的支撑位。首先，我们今天突破了 30 美元的一个相当大的突破，而且突破幅度很大，这在短期内有点令人担忧，但有可能快速反弹，以快速重新测试 30 美元大关。如果说这些市场教会了我们什么，那就是它们可以快速移动!在正常情况下，这可能是我的停留地点。但是直到今天我才有一个职位，随着我承担更多的风险，游戏发生了一些变化。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b568bf73db2c1b38aaa1546a10427dc\" tg-width=\"3837\" tg-height=\"1813\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>（来源：TC2000.com）</blockquote></p><p> When a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.</p><p><blockquote>当一只股票像我们今天看到的 Palantir 坦克一样受欢迎时，会发生以下两件事之一。要么下跌被买入，这只股票将飙升至 40 美元，要么我们看到 Palantir 跌至约 23 美元。由于该股票是如此新，我们确实没有很好的支撑指标。看看下面，我们可以大致看到我从哪里拿出23美元。这是一个相当大的举动。下跌幅度约为 20%。如果 23 美元跌破，价格可能会进一步下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e3505c465c407b7387cbedf16a1b233\" tg-width=\"3840\" tg-height=\"1808\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>（来源：TC2000.com）</blockquote></p><p> When trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.</p><p><blockquote>当试图抓住反弹时，你必须准备好平均下跌。这是一种完全不同的方法。缩放和缩放…….同时知道什么时候放手。如果你想稳妥起见，注意反弹，然后试着进去。我确实认为会有一个不错的反弹，使股价回到 36-40 美元，但问题是什么时候。这对我个人来说不是长期持有。</blockquote></p><p> <b>Wrap-Up</b></p><p><blockquote><b>总结</b></blockquote></p><p> As you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!</p><p><blockquote>正如你所看到的，公司的发展方向有很多值得喜欢的地方。估值总是有争议的，但归根结底，价值就是有人愿意为此付出的任何代价。Palantir 是一台收入机器，它不会放慢速度。他们在玩“大鱼”，只要他们能继续实现目标，收入就会随之而来。我目前做多，但随着锁定期本周结束，我会密切关注。如果你要做多，确保在接下来的几天里扩大规模，并对下周的走势下注。在外面注意安全!</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>Palantir: Buy The Dip<blockquote>Palantir：逢低买入</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\">\nPalantir: Buy The Dip<blockquote>Palantir：逢低买入</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\">2021-02-19 14:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summary</p><p><blockquote>总结</blockquote></p><p> <ul> <li>Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.</li> <li>Palantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.</li> <li>Palantir continues to grow its client base across multiple industries.</li> <li>Palantir's lock-up period ends on February 19th. Place your bets!</li> </ul> One of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.</p><p><blockquote><ul><li>Palantir 公布了稳健的收入，但未能实现盈利。未来的预测有点令人失望。</li><li>Palantir 预计在 2020 年收入增长 47% 后，收入将同比增长 30%。</li><li>Palantir 继续扩大其在多个行业的客户群。</li><li>Palantir 的禁售期将于 2 月 19 日结束。下注吧!</li></ul>最近最热门的股票之一是最近直接上市的 Palantir Technologies Inc. (PLTR)。一些投资者原本预计该公司今天将发布井喷财报，但未能实现这一目标。该公司确实实现了令人难以置信的收入增长，未来的道路看起来也很光明。然而，投资者对该公司表示的光明前景感到失望。正如预期的那样，该股在锁定期结束前下跌。下周将讲述该股走向的更好故事。如果你觉得有风险，就跳上去。</blockquote></p><p> <b>Who Are They?</b></p><p><blockquote><b>他们是谁？</b></blockquote></p><p> If you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.</p><p><blockquote>如果你像我一样，你可能不知道这家公司是谁，也不知道他们做什么。Palantir Technologies Inc.自2003年成立以来，总部位于科罗拉多州丹佛市。简而言之， 他们为美国情报界构建和部署软件平台， 以协助反恐调查和行动。</blockquote></p><p> Palantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.</p><p><blockquote>Palantir Gothamis是一个软件程序，可以识别隐藏在数据集深处的模式。这有助于对平台内已识别的威胁执行真实世界的响应。这被用于帮助2018年佛罗伦萨飓风中的有需要的人。Palantir Gotham将公开的洪水数据与天气信息和社会脆弱性普查数据相结合，以找到最需要的社区，并适当部署资源。最近，他们正在向美国政府提供冠状病毒跟踪软件。</blockquote></p><p> The company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p><p><blockquote>该公司还提供 Palantir Foundry， 这是一个通过为组织数据创建中央操作系统来改变组织运营方式的平台；并允许个人用户在一个地方集成和分析他们需要的数据。</blockquote></p><p> Pretty cool hey?</p><p><blockquote>很酷啊？</blockquote></p><p> <b>What Is Driving The Company?</b></p><p><blockquote><b>是什么推动了这家公司？</b></blockquote></p><p> Revenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.</p><p><blockquote>收入。这是一个成长剧，简单明了。往下看，我们可以看到未来的预测。缺失的部分是2020年，我们今天发现是11亿美元。同比增长约 47%。展望未来，分析师预计年收入增长率将保持在 35% 以上。我们通常认为20%是强的，所以这看起来真的很好。第四季度，该公司公布季度收入为 3.221 亿美元，增长 20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2926257ca97794e55159ce8c6021a745\" tg-width=\"2978\" tg-height=\"992\"></p><p><blockquote></blockquote></p><p> (Source: TIKR.com)</p><p><blockquote>（来源：TIKR.com）</blockquote></p><p> The shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.</p><p><blockquote>令人震惊的是每股亏损总额为 0.08 美元，而市场普遍预期为 0.02 美元。受财报消息影响，该股今天下跌超过 12%。深入挖掘后，大多数投资者似乎对前瞻性预测感到失望。我个人认为他们有点沙袋，以消除共识，但时间会证明这有多真实。基于该公司发布的所有新闻，约翰·罗兹 (John Rhodes) 的文章中对此进行了很好的概述：Palantir：第四季度收入潜在爆发大多数人预计收入会超出预期，但该股上周的走势却并非如此。</blockquote></p><p> Data has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.</p><p><blockquote>数据比以往任何时候都更加与普通人相关。谈到新冠肺炎，当地新闻有各种各样的数据。2020年，Palantir帮助100个商业组织和10个国家政府应对新冠肺炎。这对Palantir来说是一个很好的机会，他们没有浪费。这一回应帮助 thema 赢得了价值 3150 万美元的英国医疗服务工作两年合同。仅在第四季度，该公司就签署了21笔价值超过500万美元的交易。其中12件价值1000万美元或以上。收入增长将继续是 Palantir 的未来。</blockquote></p><p> Some of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.</p><p><blockquote>一些最好的生意是政府生意。今年，Palantir 56% 的收入（即 6.1 亿美元）来自政府合同。虽然商业方面的同比增长率高达 107%，但政府收入 77% 的增长并不可笑。最令人印象深刻的是我们看到普通客户的情况。收入同比增长 41%。每个客户从560万美元高达790万美元。随着客户继续开发和改进其系统，将越来越多的业务移交给 Palantir，这是一个需要密切关注的重要指标。造成这种情况的另一个因素是 Palantir 吸引了大客户。2020年获得的新客户创造了4200万美元的收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9284f5fd3e26d0c55fcd9b2f6355371e\" tg-width=\"1752\" tg-height=\"983\"></p><p><blockquote></blockquote></p><p></p><p> (Company Presentation)</p><p><blockquote>（公司介绍）</blockquote></p><p> So all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.</p><p><blockquote>所以所有这些，我们今天仍然下跌12%？正如我上面提到的，人们对前瞻性预测感到有点震惊。Palantir 表示，预计 2021 年收入增长将超过 30%。这对大多数公司来说都是个好消息，但在你刚刚公布了 47% 的增长年份之后，这有点令人难过。但就像我说的，我认为他们有点沙袋。分析师仍预计 2021 年将增长约 35%。直觉告诉我，随着时间的推移，他们会超越这一点。该公司确实表示，他们的目标是到 2025 年实现 40 亿美元的收入，从现在开始每年增长 30%，这将使您受益匪浅。根据目前的预测，我完全预计这个数字将接近50亿美元。Palantir 正在追逐多个行业的“大鱼”。他们的客户中有 8 家进入财富 100 强，12 家进入全球 100 强。随着他们的产品不断发展和改进，他们的底线只会越来越好。我认为从长远来看，这里有很大的运行空间。</blockquote></p><p> <b>What Are The Risks?</b></p><p><blockquote><b>有什么风险？</b></blockquote></p><p> One of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.</p><p><blockquote>即将到来的风险之一是禁售期的结束，我将在下面谈到这一点。除此之外，我会看看政府合同。是的，它们是最重要的，但这并不是说它们没有风险。过去，Palantir 曾表示，他们需要更加关注商业客户，以帮助利润并扭亏为盈（这是盈利抛售的部分原因）。正如我们所看到的，他们已经获得了一些大型商业客户，但政府方面仍然存在。</blockquote></p><p> Something to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.</p><p><blockquote>还需要记住的是，与政府打交道可能会导致跨越一些人不同意的界限。据《华盛顿邮报》报道，2018 年，200 多名员工签署了一封致首席执行官亚历克斯·卡普 (Alex Karp) 的信，理由是对与移民和海关执法局合作的担忧。过去，由于潜在的侵犯人权行为，其他多家大型科技公司被迫切断与政府机构的联系。</blockquote></p><p> That said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.</p><p><blockquote>也就是说，我确实认为该公司将继续在商业领域做得很好，并很好地减少政府加班的整体风险。</blockquote></p><p> <b>What's The \"Lock-Up Period\"?</b></p><p><blockquote><b>什么是“锁定期”？</b></blockquote></p><p> The one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.</p><p><blockquote>许多人对Palantir的一个担忧是锁定期，锁定期将于2月19日（星期五）结束。通常情况下，我们会在这条路线上看到 IPO 的低点，但情况并非总是如此。</blockquote></p><p> Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended. What is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.</p><p><blockquote>从 10 月份前两周锁定期到期的 15 只股票来看，大多数股票在到期日前几天开始下跌，然后在三到五天后反弹。然而，一些人当天几乎没有看到抛售压力，禁售结束后股价立即攀升。是什么？简而言之，我们不是由中介机构发行公司新股并承销的首次公开募股，而是直接上市。这是企业直接向公众出售股票的地方，无需任何中介机构的帮助。并无涉及任何包销商或其他中介机构，亦无发行新股。这意味着该业务的最大股东只能在IPO锁定期满后自由出售其股份。Spotify (SPOT) 和 Slack (WORK) 是走直接上市路线的两个公司例子。也就是说，这两家公司都没有员工禁闭期。</blockquote></p><p> So what does this mean? Well, given thatMarketWatch said:</p><p><blockquote>那么这意味着什么呢？嗯，鉴于 MarketWatch 表示：</blockquote></p><p> For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options. It means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.</p><p><blockquote>不过，对于 Palantir 来说，多年的风险投资已经创造了足够多的股票来启动公开交易：大约 16.4 亿股，尽管按照包括归属期权在内的完全稀释公式计算，这一数字将增长到 21.7 亿股。这意味着目前约有 4.97 亿股流通股，我们可能会看到约 17 亿股流通股上市。现在这不太可能，但这确实意味着，考虑到 IPO 通常占已发行股票的 10%，而 Palantir 根据上面提供的数字发行股票的 20% 以上，该股的抛售压力应该低于平均水平。</blockquote></p><p> Where are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.</p><p><blockquote>我们现在在哪里？根据前面引用的研究，我们走在正确的轨道上。就在禁售期结束前，该股正在有序抛售。现在我们必须拭目以待，看看反弹是什么样子的。还是每个人都卖得很高，然后试图买得更低？这有点观望。让我们看看技术数据向我们展示了什么。</blockquote></p><p> <b>What Does The Price Say?</b></p><p><blockquote><b>价格怎么说？</b></blockquote></p><p></p><p> Taking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.</p><p><blockquote>快速浏览一下技术面，我们可以看到几个非常强的支撑位。首先，我们今天突破了 30 美元的一个相当大的突破，而且突破幅度很大，这在短期内有点令人担忧，但有可能快速反弹，以快速重新测试 30 美元大关。如果说这些市场教会了我们什么，那就是它们可以快速移动!在正常情况下，这可能是我的停留地点。但是直到今天我才有一个职位，随着我承担更多的风险，游戏发生了一些变化。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b568bf73db2c1b38aaa1546a10427dc\" tg-width=\"3837\" tg-height=\"1813\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>（来源：TC2000.com）</blockquote></p><p> When a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.</p><p><blockquote>当一只股票像我们今天看到的 Palantir 坦克一样受欢迎时，会发生以下两件事之一。要么下跌被买入，这只股票将飙升至 40 美元，要么我们看到 Palantir 跌至约 23 美元。由于该股票是如此新，我们确实没有很好的支撑指标。看看下面，我们可以大致看到我从哪里拿出23美元。这是一个相当大的举动。下跌幅度约为 20%。如果 23 美元跌破，价格可能会进一步下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e3505c465c407b7387cbedf16a1b233\" tg-width=\"3840\" tg-height=\"1808\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>（来源：TC2000.com）</blockquote></p><p> When trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.</p><p><blockquote>当试图抓住反弹时，你必须准备好平均下跌。这是一种完全不同的方法。缩放和缩放…….同时知道什么时候放手。如果你想稳妥起见，注意反弹，然后试着进去。我确实认为会有一个不错的反弹，使股价回到 36-40 美元，但问题是什么时候。这对我个人来说不是长期持有。</blockquote></p><p> <b>Wrap-Up</b></p><p><blockquote><b>总结</b></blockquote></p><p> As you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!</p><p><blockquote>正如你所看到的，公司的发展方向有很多值得喜欢的地方。估值总是有争议的，但归根结底，价值就是有人愿意为此付出的任何代价。Palantir 是一台收入机器，它不会放慢速度。他们在玩“大鱼”，只要他们能继续实现目标，收入就会随之而来。我目前做多，但随着锁定期本周结束，我会密切关注。如果你要做多，确保在接下来的几天里扩大规模，并对下周的走势下注。在外面注意安全!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4406809-palantir-buy-the-dip\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4406809-palantir-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100960455","content_text":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.\nPalantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.\nPalantir continues to grow its client base across multiple industries.\nPalantir's lock-up period ends on February 19th. Place your bets!\n\nOne of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.\nWho Are They?\nIf you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.\nPalantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.\nThe company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.\nPretty cool hey?\nWhat Is Driving The Company?\nRevenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.\n\n(Source: TIKR.com)\nThe shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.\nData has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.\nSome of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.\n\n(Company Presentation)\nSo all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.\nWhat Are The Risks?\nOne of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.\nSomething to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.\nThat said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.\nWhat's The \"Lock-Up Period\"?\nThe one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.\n\n Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended.\n\nWhat is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.\nSo what does this mean? Well, given thatMarketWatch said:\n\n For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options.\n\nIt means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.\nWhere are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.\nWhat Does The Price Say?\nTaking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.\n\n(Source: TC2000.com)\nWhen a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.\n\n(Source: TC2000.com)\nWhen trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.\nWrap-Up\nAs you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360132437,"gmtCreate":1613868152329,"gmtModify":1631889093664,"author":{"id":"3566960557485103","authorId":"3566960557485103","name":"457fe3dd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566960557485103","authorIdStr":"3566960557485103"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/360132437","repostId":"1143100356","repostType":4,"isVote":1,"tweetType":1,"viewCount":2262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}