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Jefflzk8
Jefflzk8
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2021-10-17
Good 👏
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Jefflzk8
Jefflzk8
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2021-10-07
Nice 👍
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Jefflzk8
Jefflzk8
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2021-10-06
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Jefflzk8
Jefflzk8
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2021-10-05
Good 👏
【高通公司以45亿美元收购Veoneer】
格隆汇10月5日丨高通公司和投资集团SSW Partners周一表示,他们将以每股37美元的价格收购Veoneer,交易以全现金的形式完成。SSW表示,在交易完成时,它将把Veoneer的Arriver技术——包括传感器和软件在内的高级驾驶辅助系统栈出售给高通公司,并保留这家瑞典公司的其他一级供应商业务。
【高通公司以45亿美元收购Veoneer】
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Jefflzk8
Jefflzk8
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2021-10-05
Wow 😲
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Jefflzk8
Jefflzk8
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2021-10-04
Wow 😳
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Jefflzk8
Jefflzk8
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2021-10-04
Good 👏
前瞻:9月非农数据来袭!谭仔国际将于周四上市
数据方面:中国9月财新服务业PMI、美国初请失业金人数、美国9月失业率、美国9月季调后非农就业人口即将揭晓 事件方面:关注第21届欧佩克与非欧佩克产油国部长级会议、澳洲联储公布利率决议 新
前瞻:9月非农数据来袭!谭仔国际将于周四上市
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Jefflzk8
Jefflzk8
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2021-10-02
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Jefflzk8
Jefflzk8
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2021-09-15
Nice 👍
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Jefflzk8
Jefflzk8
·
2021-09-14
😲
Security Software Is Booming. Why Goldman Downgraded Crowdstrike and Check Point.<blockquote>安全软件正在蓬勃发展。高盛为何下调Crowdstrike和Check Point的评级。</blockquote>
Stock in CrowdStrike Holdings and Check Point Software Technologies headed lower after Goldman Sachs
Security Software Is Booming. Why Goldman Downgraded Crowdstrike and Check Point.<blockquote>安全软件正在蓬勃发展。高盛为何下调Crowdstrike和Check Point的评级。</blockquote>
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110050632217c43e512&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇10月5日丨高通公司和投资集团SSW Partners周一表示,他们将以每股37美元的价格收购Veoneer,交易以全现金的形式完成。SSW表示,在交易完成时,它将把Veoneer的Arriver技术——包括传感器和软件在内的高级驾驶辅助系统栈出售给高通公司,并保留这家瑞典公司的其他一级供应商业务。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110050632217c43e512&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/add5f090cc383f46b0c3a1d49fc9edc5","relate_stocks":{"QCOM":"高通"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110050632217c43e512&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2173299236","content_text":"格隆汇10月5日丨高通公司和投资集团SSW 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👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867524655","repostId":"1135847352","repostType":2,"repost":{"id":"1135847352","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633301975,"share":"https://www.laohu8.com/m/news/1135847352?lang=zh_CN&edition=full","pubTime":"2021-10-04 06:59","market":"us","language":"zh","title":"前瞻:9月非农数据来袭!谭仔国际将于周四上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1135847352","media":"老虎资讯综合","summary":"数据方面:中国9月财新服务业PMI、美国初请失业金人数、美国9月失业率、美国9月季调后非农就业人口即将揭晓\n\n\n 事件方面:关注第21届欧佩克与非欧佩克产油国部长级会议、澳洲联储公布利率决议\n\n\n 新","content":"<blockquote>\n 数据方面:中国9月财新服务业PMI、美国初请失业金人数、美国9月失业率、美国9月季调后非农就业人口即将揭晓\n</blockquote>\n<blockquote>\n 事件方面:关注第21届欧佩克与非欧佩克产油国部长级会议、澳洲联储公布利率决议\n</blockquote>\n<blockquote>\n 新股方面:谭仔国际、健身器材和健康内容订阅服务商IFIT等多只港美新股上市\n</blockquote>\n<blockquote>\n 财报方面:饮料巨头百事可乐、牛仔品牌李维斯将发财报\n</blockquote>\n<p><b>周一(10月4日)关键词:欧元区投资者信心、OPEC+部长级会议</b></p>\n<p><img src=\"https://static.tigerbbs.com/6e60311d02c67b23d8bd34515a04f968\" tg-width=\"680\" tg-height=\"230\" referrerpolicy=\"no-referrer\"><b>周一,事件方面,</b>市场中所有目光都集中在石油输出国组织和以俄罗斯为首的合作伙伴(OPEC+)将于10月4日举行的会议上。除了现有协议允诺的将11月和12月产量每月提高40万桶/日外,产油国料将讨论其他选项。</p>\n<p>四位OPEC+消息人士表示,进一步增加石油产量是一种可能,但没有人给出具体数量或具体月份。另一位OPEC+消息人士表示,未来一个月可能增加80万桶/日,而之后一个月可能为不增产。</p>\n<p><b>经济数据方面,</b>关注欧元区10月Sentix投资者信心指数。</p>\n<p><b>周二(10月5日)关键词:澳洲联储决议、美国ISM非制造业PMI、API库存</b></p>\n<p><b>周二,事件方面,关注澳洲联储决议,</b>澳洲联储9月政策会议纪要显示,澳洲联储担心,一旦抗疫封锁开始放松,Delta变异毒株传播可能会放缓经济复苏,尽管该央行仍预计明年经济将恢复强劲增长。委员会考虑推迟将购债计划缩减10亿澳元(7.27亿美元)至每周40亿澳元的计划。</p>\n<p><b>经济数据方面,</b>关注美国ISM非制造业PMI。</p>\n<p><b>财报方面,饮料巨头<a href=\"https://laohu8.com/S/PEP\">百事可乐</a></b>将于周二盘前公布财报。</p>\n<p><b>周三(10月6日)关键词:新西兰联储决议、美国ADP、EIA、博斯蒂克</b><img src=\"https://static.tigerbbs.com/90f66ccdd4037e85a30bf2ff38185cf9\" tg-width=\"680\" tg-height=\"192\" referrerpolicy=\"no-referrer\"><b>周三,事件方面,关注新西兰联储公布利率决议。</b>新西兰二季度GDP环比增长2.8%,同比增长17.4%。外界普遍认为,新西兰联储极有可能在本周开始加息,并在11月再次加息。新西兰联储已经非常坚定地走上了收紧货币政策的道路。</p>\n<p><b>经济数据方面,投资者重点关注美国9月ADP就业人数、美国至10月1日当周EIA原油库存。</b></p>\n<p><b>财报方面,美股<a href=\"https://laohu8.com/S/STZ\">星座品牌</a>将于周三盘前、<a href=\"https://laohu8.com/S/LEVI\">李维斯</a>于盘后公布财报。</b></p>\n<p><b>新股方面,</b>健身器材和健康内容订阅服务商<a href=\"https://laohu8.com/S/IFIT.US\">iFIT Health & Fitness Inc.</a>将在纳斯达克上市,股票代码为IFIT。该公司的估值可能高达67亿美元。</p>\n<p>IFit被认为是Peloton Interactive(PTON)更实惠的替代品。该公司提供iFit、NordicTrack、ProForm和FreeMotion等品牌的跑步机、自行车和椭圆机等设备。IFit用户可以在跑步机、自行车或该公司的Vault互动家庭健身房上接受流媒体教练指导。个人访问iFit点播内容的月费为15美元,五口之家的家庭月费为39美元。</p>\n<p><b>周四(10月7日)关键词:中国外储、美国初请、连恩</b><img src=\"https://static.tigerbbs.com/a4e00bcbb1f4e6aed6b75d44d691d91c\" tg-width=\"680\" tg-height=\"173\" referrerpolicy=\"no-referrer\"><b>周四,经济数据方面,关注中国9月外汇储备。</b>国家外汇管理局副局长、新闻发言人王春英称,中国8月外储规模连续4个月稳定在3.2万亿元关口上方,年内人民币汇率将基本保持稳定,且境内股市、债市对外资仍具较强吸引力,多重因素将继续支撑外储规模保持基本稳定。</p>\n<p><b>此外,关注美国初请失业金人数。</b>美国首次申请失业救济人数出人意料的连续三周上升,这可能反映出劳动力市场状况恶化以及这个每周数据的高波动性。首次申请失业救济人数上升可能凸显出每周数据的波动,因为雇主迫切希望招聘更多员工,并且能够留住现有的人手。不过,首次申请失业救济人数仍徘徊在疫情以来的低点附近。</p>\n<p><b>财报方面,</b>美股<a href=\"https://laohu8.com/S/CAG\">康尼格拉</a>将于周四盘前发布财报。</p>\n<p><b>新股方面,</b>港股<a href=\"https://laohu8.com/S/02217\">谭仔国际</a>预期将于周三(10月6日)开启暗盘,并于周四(10月7日)正式上市。该香港米线快餐品牌,又被视为港版沙县。</p>\n<p>美股较多新股上市,包括<a href=\"https://laohu8.com/S/CING\">CINGULATE INC.</a>、<a href=\"https://laohu8.com/S/LTH\">Life Time Group Holdings, Inc.</a>、<a href=\"https://laohu8.com/S/THRX\">THESEUS PHARMACEUTICALS, INC.</a>。</p>\n<p><b>周五(10月8日)关键词:中国财新服务业PMI、中国社融、美国非农、加拿大就业</b><img src=\"https://static.tigerbbs.com/98e08bf599878d94f848521b1bd6efed\" tg-width=\"680\" tg-height=\"306\" referrerpolicy=\"no-referrer\"><b>周五,经济数据方面,关注中国财新服务业PMI。</b>中国8月服务业供给、需求出现不同程度收缩,因疫情反弹影响了服务业的正常生产经营。不过,随着此轮疫情得到有效控制及中秋、国庆假日临近,企业对近期服务业市场恢复较为乐观。<b>另外,预计中国9月社会融资规模将于周六公布。</b></p>\n<p><b>此外,关注美国非农。</b>美联储主席鲍威尔表示,美国经济距离实现充分就业仍很遥远,而充分就业是美联储加息门槛的关键组成部分。这加重了将于10月8日发布的美国9月非农就业报告的份量。该数据可能会显示,新冠Delta变体的影响是否比美联储官员在夏季早些时候预期的更深。</p>\n<p>新股方面,美股<a href=\"https://laohu8.com/S/ISO\">IsoPlexis Corp.</a>将上市。</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>前瞻:9月非农数据来袭!谭仔国际将于周四上市</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n前瞻:9月非农数据来袭!谭仔国际将于周四上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-04 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 数据方面:中国9月财新服务业PMI、美国初请失业金人数、美国9月失业率、美国9月季调后非农就业人口即将揭晓\n</blockquote>\n<blockquote>\n 事件方面:关注第21届欧佩克与非欧佩克产油国部长级会议、澳洲联储公布利率决议\n</blockquote>\n<blockquote>\n 新股方面:谭仔国际、健身器材和健康内容订阅服务商IFIT等多只港美新股上市\n</blockquote>\n<blockquote>\n 财报方面:饮料巨头百事可乐、牛仔品牌李维斯将发财报\n</blockquote>\n<p><b>周一(10月4日)关键词:欧元区投资者信心、OPEC+部长级会议</b></p>\n<p><img src=\"https://static.tigerbbs.com/6e60311d02c67b23d8bd34515a04f968\" tg-width=\"680\" tg-height=\"230\" referrerpolicy=\"no-referrer\"><b>周一,事件方面,</b>市场中所有目光都集中在石油输出国组织和以俄罗斯为首的合作伙伴(OPEC+)将于10月4日举行的会议上。除了现有协议允诺的将11月和12月产量每月提高40万桶/日外,产油国料将讨论其他选项。</p>\n<p>四位OPEC+消息人士表示,进一步增加石油产量是一种可能,但没有人给出具体数量或具体月份。另一位OPEC+消息人士表示,未来一个月可能增加80万桶/日,而之后一个月可能为不增产。</p>\n<p><b>经济数据方面,</b>关注欧元区10月Sentix投资者信心指数。</p>\n<p><b>周二(10月5日)关键词:澳洲联储决议、美国ISM非制造业PMI、API库存</b></p>\n<p><b>周二,事件方面,关注澳洲联储决议,</b>澳洲联储9月政策会议纪要显示,澳洲联储担心,一旦抗疫封锁开始放松,Delta变异毒株传播可能会放缓经济复苏,尽管该央行仍预计明年经济将恢复强劲增长。委员会考虑推迟将购债计划缩减10亿澳元(7.27亿美元)至每周40亿澳元的计划。</p>\n<p><b>经济数据方面,</b>关注美国ISM非制造业PMI。</p>\n<p><b>财报方面,饮料巨头<a href=\"https://laohu8.com/S/PEP\">百事可乐</a></b>将于周二盘前公布财报。</p>\n<p><b>周三(10月6日)关键词:新西兰联储决议、美国ADP、EIA、博斯蒂克</b><img src=\"https://static.tigerbbs.com/90f66ccdd4037e85a30bf2ff38185cf9\" tg-width=\"680\" tg-height=\"192\" referrerpolicy=\"no-referrer\"><b>周三,事件方面,关注新西兰联储公布利率决议。</b>新西兰二季度GDP环比增长2.8%,同比增长17.4%。外界普遍认为,新西兰联储极有可能在本周开始加息,并在11月再次加息。新西兰联储已经非常坚定地走上了收紧货币政策的道路。</p>\n<p><b>经济数据方面,投资者重点关注美国9月ADP就业人数、美国至10月1日当周EIA原油库存。</b></p>\n<p><b>财报方面,美股<a href=\"https://laohu8.com/S/STZ\">星座品牌</a>将于周三盘前、<a href=\"https://laohu8.com/S/LEVI\">李维斯</a>于盘后公布财报。</b></p>\n<p><b>新股方面,</b>健身器材和健康内容订阅服务商<a href=\"https://laohu8.com/S/IFIT.US\">iFIT Health & Fitness Inc.</a>将在纳斯达克上市,股票代码为IFIT。该公司的估值可能高达67亿美元。</p>\n<p>IFit被认为是Peloton Interactive(PTON)更实惠的替代品。该公司提供iFit、NordicTrack、ProForm和FreeMotion等品牌的跑步机、自行车和椭圆机等设备。IFit用户可以在跑步机、自行车或该公司的Vault互动家庭健身房上接受流媒体教练指导。个人访问iFit点播内容的月费为15美元,五口之家的家庭月费为39美元。</p>\n<p><b>周四(10月7日)关键词:中国外储、美国初请、连恩</b><img src=\"https://static.tigerbbs.com/a4e00bcbb1f4e6aed6b75d44d691d91c\" tg-width=\"680\" tg-height=\"173\" referrerpolicy=\"no-referrer\"><b>周四,经济数据方面,关注中国9月外汇储备。</b>国家外汇管理局副局长、新闻发言人王春英称,中国8月外储规模连续4个月稳定在3.2万亿元关口上方,年内人民币汇率将基本保持稳定,且境内股市、债市对外资仍具较强吸引力,多重因素将继续支撑外储规模保持基本稳定。</p>\n<p><b>此外,关注美国初请失业金人数。</b>美国首次申请失业救济人数出人意料的连续三周上升,这可能反映出劳动力市场状况恶化以及这个每周数据的高波动性。首次申请失业救济人数上升可能凸显出每周数据的波动,因为雇主迫切希望招聘更多员工,并且能够留住现有的人手。不过,首次申请失业救济人数仍徘徊在疫情以来的低点附近。</p>\n<p><b>财报方面,</b>美股<a href=\"https://laohu8.com/S/CAG\">康尼格拉</a>将于周四盘前发布财报。</p>\n<p><b>新股方面,</b>港股<a href=\"https://laohu8.com/S/02217\">谭仔国际</a>预期将于周三(10月6日)开启暗盘,并于周四(10月7日)正式上市。该香港米线快餐品牌,又被视为港版沙县。</p>\n<p>美股较多新股上市,包括<a href=\"https://laohu8.com/S/CING\">CINGULATE INC.</a>、<a href=\"https://laohu8.com/S/LTH\">Life Time Group Holdings, Inc.</a>、<a href=\"https://laohu8.com/S/THRX\">THESEUS PHARMACEUTICALS, INC.</a>。</p>\n<p><b>周五(10月8日)关键词:中国财新服务业PMI、中国社融、美国非农、加拿大就业</b><img src=\"https://static.tigerbbs.com/98e08bf599878d94f848521b1bd6efed\" tg-width=\"680\" tg-height=\"306\" referrerpolicy=\"no-referrer\"><b>周五,经济数据方面,关注中国财新服务业PMI。</b>中国8月服务业供给、需求出现不同程度收缩,因疫情反弹影响了服务业的正常生产经营。不过,随着此轮疫情得到有效控制及中秋、国庆假日临近,企业对近期服务业市场恢复较为乐观。<b>另外,预计中国9月社会融资规模将于周六公布。</b></p>\n<p><b>此外,关注美国非农。</b>美联储主席鲍威尔表示,美国经济距离实现充分就业仍很遥远,而充分就业是美联储加息门槛的关键组成部分。这加重了将于10月8日发布的美国9月非农就业报告的份量。该数据可能会显示,新冠Delta变体的影响是否比美联储官员在夏季早些时候预期的更深。</p>\n<p>新股方面,美股<a href=\"https://laohu8.com/S/ISO\">IsoPlexis Corp.</a>将上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46744ceebcd5f9f6cbe09f85295d7cfe","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135847352","content_text":"数据方面:中国9月财新服务业PMI、美国初请失业金人数、美国9月失业率、美国9月季调后非农就业人口即将揭晓\n\n\n 事件方面:关注第21届欧佩克与非欧佩克产油国部长级会议、澳洲联储公布利率决议\n\n\n 新股方面:谭仔国际、健身器材和健康内容订阅服务商IFIT等多只港美新股上市\n\n\n 财报方面:饮料巨头百事可乐、牛仔品牌李维斯将发财报\n\n周一(10月4日)关键词:欧元区投资者信心、OPEC+部长级会议\n周一,事件方面,市场中所有目光都集中在石油输出国组织和以俄罗斯为首的合作伙伴(OPEC+)将于10月4日举行的会议上。除了现有协议允诺的将11月和12月产量每月提高40万桶/日外,产油国料将讨论其他选项。\n四位OPEC+消息人士表示,进一步增加石油产量是一种可能,但没有人给出具体数量或具体月份。另一位OPEC+消息人士表示,未来一个月可能增加80万桶/日,而之后一个月可能为不增产。\n经济数据方面,关注欧元区10月Sentix投资者信心指数。\n周二(10月5日)关键词:澳洲联储决议、美国ISM非制造业PMI、API库存\n周二,事件方面,关注澳洲联储决议,澳洲联储9月政策会议纪要显示,澳洲联储担心,一旦抗疫封锁开始放松,Delta变异毒株传播可能会放缓经济复苏,尽管该央行仍预计明年经济将恢复强劲增长。委员会考虑推迟将购债计划缩减10亿澳元(7.27亿美元)至每周40亿澳元的计划。\n经济数据方面,关注美国ISM非制造业PMI。\n财报方面,饮料巨头百事可乐将于周二盘前公布财报。\n周三(10月6日)关键词:新西兰联储决议、美国ADP、EIA、博斯蒂克周三,事件方面,关注新西兰联储公布利率决议。新西兰二季度GDP环比增长2.8%,同比增长17.4%。外界普遍认为,新西兰联储极有可能在本周开始加息,并在11月再次加息。新西兰联储已经非常坚定地走上了收紧货币政策的道路。\n经济数据方面,投资者重点关注美国9月ADP就业人数、美国至10月1日当周EIA原油库存。\n财报方面,美股星座品牌将于周三盘前、李维斯于盘后公布财报。\n新股方面,健身器材和健康内容订阅服务商iFIT Health & Fitness Inc.将在纳斯达克上市,股票代码为IFIT。该公司的估值可能高达67亿美元。\nIFit被认为是Peloton Interactive(PTON)更实惠的替代品。该公司提供iFit、NordicTrack、ProForm和FreeMotion等品牌的跑步机、自行车和椭圆机等设备。IFit用户可以在跑步机、自行车或该公司的Vault互动家庭健身房上接受流媒体教练指导。个人访问iFit点播内容的月费为15美元,五口之家的家庭月费为39美元。\n周四(10月7日)关键词:中国外储、美国初请、连恩周四,经济数据方面,关注中国9月外汇储备。国家外汇管理局副局长、新闻发言人王春英称,中国8月外储规模连续4个月稳定在3.2万亿元关口上方,年内人民币汇率将基本保持稳定,且境内股市、债市对外资仍具较强吸引力,多重因素将继续支撑外储规模保持基本稳定。\n此外,关注美国初请失业金人数。美国首次申请失业救济人数出人意料的连续三周上升,这可能反映出劳动力市场状况恶化以及这个每周数据的高波动性。首次申请失业救济人数上升可能凸显出每周数据的波动,因为雇主迫切希望招聘更多员工,并且能够留住现有的人手。不过,首次申请失业救济人数仍徘徊在疫情以来的低点附近。\n财报方面,美股康尼格拉将于周四盘前发布财报。\n新股方面,港股谭仔国际预期将于周三(10月6日)开启暗盘,并于周四(10月7日)正式上市。该香港米线快餐品牌,又被视为港版沙县。\n美股较多新股上市,包括CINGULATE INC.、Life Time Group Holdings, Inc.、THESEUS PHARMACEUTICALS, INC.。\n周五(10月8日)关键词:中国财新服务业PMI、中国社融、美国非农、加拿大就业周五,经济数据方面,关注中国财新服务业PMI。中国8月服务业供给、需求出现不同程度收缩,因疫情反弹影响了服务业的正常生产经营。不过,随着此轮疫情得到有效控制及中秋、国庆假日临近,企业对近期服务业市场恢复较为乐观。另外,预计中国9月社会融资规模将于周六公布。\n此外,关注美国非农。美联储主席鲍威尔表示,美国经济距离实现充分就业仍很遥远,而充分就业是美联储加息门槛的关键组成部分。这加重了将于10月8日发布的美国9月非农就业报告的份量。该数据可能会显示,新冠Delta变体的影响是否比美联储官员在夏季早些时候预期的更深。\n新股方面,美股IsoPlexis Corp.将上市。","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867057136,"gmtCreate":1633174325892,"gmtModify":1633174326021,"author":{"id":"3568923159588731","authorId":"3568923159588731","name":"Jefflzk8","avatar":"https://static.tigerbbs.com/4706a152fc1fbc0610ef312fc6c32b84","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568923159588731","idStr":"3568923159588731"},"themes":[],"htmlText":"Good 👏","listText":"Good 👏","text":"Good 👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867057136","repostId":"2172196180","repostType":4,"isVote":1,"tweetType":1,"viewCount":2165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882274737,"gmtCreate":1631702162629,"gmtModify":1631890455223,"author":{"id":"3568923159588731","authorId":"3568923159588731","name":"Jefflzk8","avatar":"https://static.tigerbbs.com/4706a152fc1fbc0610ef312fc6c32b84","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568923159588731","idStr":"3568923159588731"},"themes":[],"htmlText":"Nice 👍","listText":"Nice 👍","text":"Nice 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882274737","repostId":"1182393925","repostType":4,"isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886414420,"gmtCreate":1631615785460,"gmtModify":1631890455236,"author":{"id":"3568923159588731","authorId":"3568923159588731","name":"Jefflzk8","avatar":"https://static.tigerbbs.com/4706a152fc1fbc0610ef312fc6c32b84","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568923159588731","idStr":"3568923159588731"},"themes":[],"htmlText":"😲","listText":"😲","text":"😲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886414420","repostId":"1186977575","repostType":4,"repost":{"id":"1186977575","kind":"news","pubTimestamp":1631613429,"share":"https://www.laohu8.com/m/news/1186977575?lang=zh_CN&edition=full","pubTime":"2021-09-14 17:57","market":"us","language":"en","title":"Security Software Is Booming. Why Goldman Downgraded Crowdstrike and Check Point.<blockquote>安全软件正在蓬勃发展。高盛为何下调Crowdstrike和Check Point的评级。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186977575","media":"Barrons","summary":"Stock in CrowdStrike Holdings and Check Point Software Technologies headed lower after Goldman Sachs","content":"<p>Stock in CrowdStrike Holdings and Check Point Software Technologies headed lower after Goldman Sachs security-software analyst Brian Essex offered an upbeat view of the sector but cut his ratings on the two firms’ shares.</p><p><blockquote>高盛安全软件分析师布莱恩·埃塞克斯(Brian Essex)对该行业持乐观态度,但下调了对CrowdStrike Holdings和Check Point Software Technologies股票的评级,该公司股价走低。</blockquote></p><p> “Now is the time to own security software,” Essex said in a research note. Financial results for the second quarter provided “evidence that digital transformation, expansion of attack surfaces, an elevated threat environment, and widely publicized security incidents continue to drive accelerated demand for next gen security,” he said. The group is seeing “one of the most substantial firewall-related spending cycles we’ve seen in years,” Essex said.</p><p><blockquote>埃塞克斯在一份研究报告中表示:“现在是拥有安全软件的时候了。”他表示,第二季度的财务业绩“证明数字化转型、攻击面的扩大、威胁环境的增加以及广泛宣传的安全事件继续推动对下一代安全的需求加速增长”。埃塞克斯说,该集团正在看到“我们多年来见过的最大的防火墙相关支出周期之一”。</blockquote></p><p> Essex said his favorite names in the group include SentinelOne(S), which focuses on endpoint security;Ping Identity(PING), in the identity-management sector;Palo Alto Networks(PANW), innetwork security;AvePoint(AVPT), in data security; and Tenable (TENB), in vulnerability assessment and management. He also has Buy ratings on Okta (OKTA),Rapid7(RPD),SailPoint(SAIL), and Verint (VRNT).</p><p><blockquote>埃塞克斯表示,他在该组织中最喜欢的名字包括专注于终端安全的SentinelOne(S);Ping Identity(Ping),在身份管理部门;Palo Alto Networks(PANW),网络安全;AvePoint(AVPT),数据安全;和Tenable(TENB),在漏洞评估和管理方面。他还对Okta(OKTA)、Rapid7(RPD)、SailPoint(SAIL)和Verint(VRNT)给予买入评级。</blockquote></p><p> On Check Point (CHKP), though, he reduced his rating to Sell from Neutral, lowering his target for the stock price to $121, from $133. Check Point shares fell 2.4% to $118.22 on Monday.</p><p><blockquote>不过,他将Check Point(CHKP)的评级从中性下调至卖出,将股价目标从133美元下调至121美元。Check Point股价周一下跌2.4%,至118.22美元。</blockquote></p><p> Essex noted that the company’s rivals in the firewall segment are growing faster than it is. “While firewall demand remains robust as seen by Check Point’s peers’ ability to accelerate into the high twenty percent to low thirty percent range, on the contrary we are seeing Checkpoint growth remain in low single digit territory,” he wrote.</p><p><blockquote>埃塞克斯指出,该公司在防火墙领域的竞争对手的增长速度比它快。他写道:“虽然防火墙需求仍然强劲,从Check Point的同行加速进入20%到30%的范围的能力可以看出,但相反,我们看到Checkpoint的增长仍处于低个位数区域。”</blockquote></p><p> CrowdStrike (CRWD), Essex said, was one of the few players in the group to show year-over-year deceleration in the latest quarter. He said that while he expects CrowdStrike to perform well and has an opportunity to gain market share, he downgraded the stock to Neutral from Buy because that stronger performance appears to be already reflected in the stock price.</p><p><blockquote>埃塞克斯表示,CrowdStrike(CRWD)是该集团中少数几个在最近一个季度出现同比减速的公司之一。他表示,虽然他预计CrowdStrike将表现良好,并有机会获得市场份额,但他将该股评级从买入下调至中性,因为更强劲的表现似乎已经反映在股价中。</blockquote></p><p> Essex kept his $305 price target on the stock. The shares fell 3% to $254.03.</p><p><blockquote>埃塞克斯维持该股305美元的目标价。该股下跌3%,至254.03美元。</blockquote></p><p> Essex also has Sell ratings on Secureworks (SCWX) and Qualys (QLYS). “We are cautious on platforms that are losing share, have execution challenges, and/or where companies have under invested in emerging technology and platform expansion,” he said.</p><p><blockquote>Essex还对Secureworks(SCWX)和Qualys(QLYS)给予卖出评级。他表示:“我们对正在失去份额、面临执行挑战和/或公司在新兴技术和平台扩张方面投资不足的平台持谨慎态度。”</blockquote></p><p> Essex says that Check Point, Secureworks and Qualys all fall into that category. “These companies are showing similar trends of revenue deceleration, and we expect incremental margin compression ahead as they spend to catch up with peers in their respective security segments,” he said.</p><p><blockquote>埃塞克斯表示,Check Point、Secureworks和Qualys都属于这一类。他表示:“这些公司都表现出类似的收入减速趋势,我们预计随着它们在各自安全领域的支出赶上同行,利润率将进一步压缩。”</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>Security Software Is Booming. Why Goldman Downgraded Crowdstrike and Check Point.<blockquote>安全软件正在蓬勃发展。高盛为何下调Crowdstrike和Check Point的评级。</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\">\nSecurity Software Is Booming. Why Goldman Downgraded Crowdstrike and Check Point.<blockquote>安全软件正在蓬勃发展。高盛为何下调Crowdstrike和Check Point的评级。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-14 17:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock in CrowdStrike Holdings and Check Point Software Technologies headed lower after Goldman Sachs security-software analyst Brian Essex offered an upbeat view of the sector but cut his ratings on the two firms’ shares.</p><p><blockquote>高盛安全软件分析师布莱恩·埃塞克斯(Brian Essex)对该行业持乐观态度,但下调了对CrowdStrike Holdings和Check Point Software Technologies股票的评级,该公司股价走低。</blockquote></p><p> “Now is the time to own security software,” Essex said in a research note. Financial results for the second quarter provided “evidence that digital transformation, expansion of attack surfaces, an elevated threat environment, and widely publicized security incidents continue to drive accelerated demand for next gen security,” he said. The group is seeing “one of the most substantial firewall-related spending cycles we’ve seen in years,” Essex said.</p><p><blockquote>埃塞克斯在一份研究报告中表示:“现在是拥有安全软件的时候了。”他表示,第二季度的财务业绩“证明数字化转型、攻击面的扩大、威胁环境的增加以及广泛宣传的安全事件继续推动对下一代安全的需求加速增长”。埃塞克斯说,该集团正在看到“我们多年来见过的最大的防火墙相关支出周期之一”。</blockquote></p><p> Essex said his favorite names in the group include SentinelOne(S), which focuses on endpoint security;Ping Identity(PING), in the identity-management sector;Palo Alto Networks(PANW), innetwork security;AvePoint(AVPT), in data security; and Tenable (TENB), in vulnerability assessment and management. He also has Buy ratings on Okta (OKTA),Rapid7(RPD),SailPoint(SAIL), and Verint (VRNT).</p><p><blockquote>埃塞克斯表示,他在该组织中最喜欢的名字包括专注于终端安全的SentinelOne(S);Ping Identity(Ping),在身份管理部门;Palo Alto Networks(PANW),网络安全;AvePoint(AVPT),数据安全;和Tenable(TENB),在漏洞评估和管理方面。他还对Okta(OKTA)、Rapid7(RPD)、SailPoint(SAIL)和Verint(VRNT)给予买入评级。</blockquote></p><p> On Check Point (CHKP), though, he reduced his rating to Sell from Neutral, lowering his target for the stock price to $121, from $133. Check Point shares fell 2.4% to $118.22 on Monday.</p><p><blockquote>不过,他将Check Point(CHKP)的评级从中性下调至卖出,将股价目标从133美元下调至121美元。Check Point股价周一下跌2.4%,至118.22美元。</blockquote></p><p> Essex noted that the company’s rivals in the firewall segment are growing faster than it is. “While firewall demand remains robust as seen by Check Point’s peers’ ability to accelerate into the high twenty percent to low thirty percent range, on the contrary we are seeing Checkpoint growth remain in low single digit territory,” he wrote.</p><p><blockquote>埃塞克斯指出,该公司在防火墙领域的竞争对手的增长速度比它快。他写道:“虽然防火墙需求仍然强劲,从Check Point的同行加速进入20%到30%的范围的能力可以看出,但相反,我们看到Checkpoint的增长仍处于低个位数区域。”</blockquote></p><p> CrowdStrike (CRWD), Essex said, was one of the few players in the group to show year-over-year deceleration in the latest quarter. He said that while he expects CrowdStrike to perform well and has an opportunity to gain market share, he downgraded the stock to Neutral from Buy because that stronger performance appears to be already reflected in the stock price.</p><p><blockquote>埃塞克斯表示,CrowdStrike(CRWD)是该集团中少数几个在最近一个季度出现同比减速的公司之一。他表示,虽然他预计CrowdStrike将表现良好,并有机会获得市场份额,但他将该股评级从买入下调至中性,因为更强劲的表现似乎已经反映在股价中。</blockquote></p><p> Essex kept his $305 price target on the stock. The shares fell 3% to $254.03.</p><p><blockquote>埃塞克斯维持该股305美元的目标价。该股下跌3%,至254.03美元。</blockquote></p><p> Essex also has Sell ratings on Secureworks (SCWX) and Qualys (QLYS). “We are cautious on platforms that are losing share, have execution challenges, and/or where companies have under invested in emerging technology and platform expansion,” he said.</p><p><blockquote>Essex还对Secureworks(SCWX)和Qualys(QLYS)给予卖出评级。他表示:“我们对正在失去份额、面临执行挑战和/或公司在新兴技术和平台扩张方面投资不足的平台持谨慎态度。”</blockquote></p><p> Essex says that Check Point, Secureworks and Qualys all fall into that category. “These companies are showing similar trends of revenue deceleration, and we expect incremental margin compression ahead as they spend to catch up with peers in their respective security segments,” he said.</p><p><blockquote>埃塞克斯表示,Check Point、Secureworks和Qualys都属于这一类。他表示:“这些公司都表现出类似的收入减速趋势,我们预计随着它们在各自安全领域的支出赶上同行,利润率将进一步压缩。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/security-software-stocks-goldman-sachs-51631547296?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","CHKP":"Check Point软件科技"},"source_url":"https://www.barrons.com/articles/security-software-stocks-goldman-sachs-51631547296?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186977575","content_text":"Stock in CrowdStrike Holdings and Check Point Software Technologies headed lower after Goldman Sachs security-software analyst Brian Essex offered an upbeat view of the sector but cut his ratings on the two firms’ shares.\n“Now is the time to own security software,” Essex said in a research note. Financial results for the second quarter provided “evidence that digital transformation, expansion of attack surfaces, an elevated threat environment, and widely publicized security incidents continue to drive accelerated demand for next gen security,” he said. The group is seeing “one of the most substantial firewall-related spending cycles we’ve seen in years,” Essex said.\nEssex said his favorite names in the group include SentinelOne(S), which focuses on endpoint security;Ping Identity(PING), in the identity-management sector;Palo Alto Networks(PANW), innetwork security;AvePoint(AVPT), in data security; and Tenable (TENB), in vulnerability assessment and management. He also has Buy ratings on Okta (OKTA),Rapid7(RPD),SailPoint(SAIL), and Verint (VRNT).\nOn Check Point (CHKP), though, he reduced his rating to Sell from Neutral, lowering his target for the stock price to $121, from $133. Check Point shares fell 2.4% to $118.22 on Monday.\nEssex noted that the company’s rivals in the firewall segment are growing faster than it is. “While firewall demand remains robust as seen by Check Point’s peers’ ability to accelerate into the high twenty percent to low thirty percent range, on the contrary we are seeing Checkpoint growth remain in low single digit territory,” he wrote.\nCrowdStrike (CRWD), Essex said, was one of the few players in the group to show year-over-year deceleration in the latest quarter. He said that while he expects CrowdStrike to perform well and has an opportunity to gain market share, he downgraded the stock to Neutral from Buy because that stronger performance appears to be already reflected in the stock price.\nEssex kept his $305 price target on the stock. The shares fell 3% to $254.03.\nEssex also has Sell ratings on Secureworks (SCWX) and Qualys (QLYS). “We are cautious on platforms that are losing share, have execution challenges, and/or where companies have under invested in emerging technology and platform expansion,” he said.\nEssex says that Check Point, Secureworks and Qualys all fall into that category. “These companies are showing similar trends of revenue deceleration, and we expect incremental margin compression ahead as they spend to catch up with peers in their respective security segments,” he said.","news_type":1,"symbols_score_info":{"CRWD":0.9,"CHKP":0.9}},"isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}