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SFM
SFM
·
2021-11-21
Power
Why Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>为什么福特终止与Rivian的联合电动汽车开发计划？</blockquote>
Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shel
Why Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>为什么福特终止与Rivian的联合电动汽车开发计划？</blockquote>
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SFM
SFM
·
2021-11-19
Power
Apple Stock: Record Level Is Around the Corner<blockquote>苹果股票：创纪录水平即将到来</blockquote>
Apple stock had a strong day of performance on November 17, and is now $3 per share away from the pe
Apple Stock: Record Level Is Around the Corner<blockquote>苹果股票：创纪录水平即将到来</blockquote>
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SFM
SFM
·
2021-11-16
Power
非常抱歉，此主贴已删除
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SFM
SFM
·
2021-11-13
Power
非常抱歉，此主贴已删除
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SFM
SFM
·
2021-11-12
Power
非常抱歉，此主贴已删除
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SFM
SFM
·
2021-11-03
Power
非常抱歉，此主贴已删除
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SFM
SFM
·
2021-11-01
Power
Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、十月就业报告：本周需要了解什么</blockquote>
The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set th
Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、十月就业报告：本周需要了解什么</blockquote>
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SFM
SFM
·
2021-10-30
Power
5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</blockquote>
Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the
5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</blockquote>
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SFM
SFM
·
2021-10-23
Power
Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测：美国陆军选择后的展望</blockquote>
Summary Palantir's US Army contract is huge news for the company due to the contract's large size.
Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测：美国陆军选择后的展望</blockquote>
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SFM
SFM
·
2021-10-22
Power
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11:39","market":"us","language":"en","title":"Why Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>为什么福特终止与Rivian的联合电动汽车开发计划？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156888846","media":"Benzinga","summary":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shel","content":"<p><div> Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether. What Happened:As Ford steps on the gas on...</p><p><blockquote><div>福特汽车公司是电动汽车初创公司Rivian汽车公司的早期支持者之一，该公司正在完全搁置与后者开发电动汽车的计划。发生了什么：当福特踩下油门时...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>为什么福特终止与Rivian的联合电动汽车开发计划？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>为什么福特终止与Rivian的联合电动汽车开发计划？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-21 11:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether. What Happened:As Ford steps on the gas on...</p><p><blockquote><div>福特汽车公司是电动汽车初创公司Rivian汽车公司的早期支持者之一，该公司正在完全搁置与后者开发电动汽车的计划。发生了什么：当福特踩下油门时...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">Benzinga</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":{"RIVN":"Rivian Automotive, Inc.","F":"福特汽车"},"source_url":"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156888846","content_text":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on its EV transition, the Detroit-based automaker has decided to abandon it plans to jointly develop an EV with Rivian, CEO Jim Farley said in an interview with Automotive News.\nFarley said Ford expects to produce 600,000 vehicles per year by the end of 2023.\nWhen Ford initially invested $500 million in Rivian in 2019, it envisaged developing a Ford branded EV that will come with Rivian's skateboard powertrain. In early 2020, the companies said they are shelving the plans for a Lincoln-branded EV but would go ahead with an alternative vehicle based on Rivian technology.\nThe Ford CEO suggested in the interview that the company is now increasingly confident in competing in the EV space by itself. Another handicap that forced the going-solo decision was the complexities involved in integrating the hardware and software together.\nWhy It's Important:Rivian shares debuted on Wall Street on Nov. 10 following aninitial public offeringat a bumper valuation of over $100 billion. The company's strong debut and the subsequent run up in shares have raised eyebrows over its valuation which has taken it past the market capitalization of legacy U.S. automakers, including Ford.\nRivian's product pipeline consists of RIT, an EV pickup truck, which it began delivering to customers in September. As of Oct. 30, the company produced 180 R1Ts and delivered 156 R1Ts, with the bulk of them going to the company's employees.\nThe company noted that at the end of October, it had preorders of about 55,400 R1Ts and R1Ss. It expects to fill the preorder backlog by the end of 2023.\nFord, for its part, has doubled on itsEV strategyand invested big dollars into its transition toward EVs.\n\"We respect Rivian and have had extensive exploratory discussions with them, however, both sides have agreed not to pursue any kind of joint vehicle development or platform sharing,\" Ford said in an emailed statement to media.\nRivian, meanwhile, confirmed that it is a mutual decision to focus on each of their own projects and deliveries, given Ford has scaled its own EV strategy and demand for Rivian vehicles has grown.\n\"Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future\" a Rivian spokesperson said.\nRivian closed Friday's session up 4.23% at $128.60, while Ford closed down 0.87% at $19.39.","news_type":1,"symbols_score_info":{"RIVN":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":2398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876974496,"gmtCreate":1637254481423,"gmtModify":1637254481493,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571048326255913","idStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876974496","repostId":"1173100100","repostType":4,"repost":{"id":"1173100100","kind":"news","pubTimestamp":1637249733,"share":"https://www.laohu8.com/m/news/1173100100?lang=zh_CN&edition=full","pubTime":"2021-11-18 23:35","market":"us","language":"en","title":"Apple Stock: Record Level Is Around the Corner<blockquote>苹果股票：创纪录水平即将到来</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173100100","media":"TheStreet","summary":"Apple stock had a strong day of performance on November 17, and is now $3 per share away from the pe","content":"<p>Apple stock had a strong day of performance on November 17, and is now $3 per share away from the peak. Here is what investors should keep in mind.</p><p><blockquote>苹果股票在11月17日表现强劲，目前距离峰值每股3美元。以下是投资者应该记住的。</blockquote></p><p> On Wednesday, November 17, Apple stock climbed nearly 2% to end the trading session valued at about $154 per share, backed by the heaviest trading volume of the month so far. This is the highest that the stock has reached since early September 2021, when the current all-time high of $156.46 was set.</p><p><blockquote>11月17日星期三，在本月迄今为止最大交易量的支持下，苹果股价上涨近2%，收于每股约154美元的交易时段。这是该股自2021年9月初创下当前历史高点156.46美元以来的最高水平。</blockquote></p><p> Below are a few factors that may be driving bullishness, and what AAPL investors should expect of the stock next.</p><p><blockquote>以下是一些可能推动看涨的因素，以及苹果公司投资者接下来应该对该股有何预期。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/093d1adcfe3c452520b68115237e874d\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>The iPhone</span></p><p><blockquote><p class=\"t-img-caption\"><span>iPhone</span></p></blockquote></p><p> <b>Why so bullish?</b></p><p><blockquote><b>为什么这么看涨？</b></blockquote></p><p> Apple stock's 1.7% climb on Wednesday was much better than the return of the S&P 500, at a modest loss of 0.3%. Interestingly enough, despite AAPL's strong performance, it was not easy to pinpoint one single cause for the outsized single-day gain.</p><p><blockquote>苹果股价周三上涨1.7%，远好于标普500的回报，小幅下跌0.3%。有趣的是，尽管苹果公司表现强劲，但要找出单日涨幅过大的单一原因并不容易。</blockquote></p><p> Maybe the company's announcement of the Self Service Repair program, to be launched in 2022, had something to do with it. By effectively outsourcing simple services to users, Apple might be able to simplify its service and cost structure.</p><p><blockquote>也许该公司宣布将于2022年推出的自助维修计划与此有关。通过有效地将简单的服务外包给用户，苹果或许能够简化其服务和成本结构。</blockquote></p><p> However, I doubt that this piece of news alone was responsible for creating $40 billion in market value. Instead, I bet that bullishness has been merely a reflection of recent skepticism over the company's ability to perform in the near term phasing out.</p><p><blockquote>然而，我怀疑仅这条新闻就创造了400亿美元的市值。相反，我敢打赌，看涨情绪只是反映了最近对该公司在短期内逐步淘汰的表现能力的怀疑。</blockquote></p><p> I have recently talked about two sell-side reports that support the bull thesis on Apple shares. Wedbush has just called for the best holiday season in the history of the iPhone, with the segment possibly delivering over $70 billion in revenues in only about three months.</p><p><blockquote>我最近谈到了两份支持苹果股票牛市论点的卖方报告。Wedbush刚刚呼吁iPhone历史上最好的假期，该细分市场可能在短短三个月内实现超过700亿美元的收入。</blockquote></p><p> Just a day earlier,Morgan Stanley put Apple at the center of the metaverse opportunity. According to the research shop, the real catalyst in this important growth story \"comes if or when Apple enters the space\".</p><p><blockquote>就在一天前，大摩将苹果置于元宇宙机会的中心。据该研究公司称，这个重要增长故事中的真正催化剂“如果或当苹果进入该领域时就会到来”。</blockquote></p><p> <b>What to expect of AAPL</b></p><p><blockquote><b>对AAPL有何期待</b></blockquote></p><p> The Apple Maven remains bullish on Apple stock. With valuations having dipped since reaching a 12-month high in early September, shares have become more affordable than some believe them to be.</p><p><blockquote>这位苹果专家仍然看好苹果股票。自9月初达到12个月高点以来，估值有所下降，股价变得比一些人想象的更实惠。</blockquote></p><p> That said, and as the all-time high lurks around the corner, investors should set the right expectations. Near peaks, AAPL tends to suffer less from volatility. However, forward one-year returns also tend to be lower than when the stock is bought after a sharp selloff.</p><p><blockquote>也就是说，随着历史高点即将到来，投资者应该设定正确的预期。接近峰值时，苹果公司往往较少受到波动的影响。然而，远期一年回报率也往往低于股票大幅抛售后买入时的回报率。</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>Apple Stock: Record Level Is Around the Corner<blockquote>苹果股票：创纪录水平即将到来</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Record Level Is Around the Corner<blockquote>苹果股票：创纪录水平即将到来</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-18 23:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple stock had a strong day of performance on November 17, and is now $3 per share away from the peak. Here is what investors should keep in mind.</p><p><blockquote>苹果股票在11月17日表现强劲，目前距离峰值每股3美元。以下是投资者应该记住的。</blockquote></p><p> On Wednesday, November 17, Apple stock climbed nearly 2% to end the trading session valued at about $154 per share, backed by the heaviest trading volume of the month so far. This is the highest that the stock has reached since early September 2021, when the current all-time high of $156.46 was set.</p><p><blockquote>11月17日星期三，在本月迄今为止最大交易量的支持下，苹果股价上涨近2%，收于每股约154美元的交易时段。这是该股自2021年9月初创下当前历史高点156.46美元以来的最高水平。</blockquote></p><p> Below are a few factors that may be driving bullishness, and what AAPL investors should expect of the stock next.</p><p><blockquote>以下是一些可能推动看涨的因素，以及苹果公司投资者接下来应该对该股有何预期。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/093d1adcfe3c452520b68115237e874d\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>The iPhone</span></p><p><blockquote><p class=\"t-img-caption\"><span>iPhone</span></p></blockquote></p><p> <b>Why so bullish?</b></p><p><blockquote><b>为什么这么看涨？</b></blockquote></p><p> Apple stock's 1.7% climb on Wednesday was much better than the return of the S&P 500, at a modest loss of 0.3%. Interestingly enough, despite AAPL's strong performance, it was not easy to pinpoint one single cause for the outsized single-day gain.</p><p><blockquote>苹果股价周三上涨1.7%，远好于标普500的回报，小幅下跌0.3%。有趣的是，尽管苹果公司表现强劲，但要找出单日涨幅过大的单一原因并不容易。</blockquote></p><p> Maybe the company's announcement of the Self Service Repair program, to be launched in 2022, had something to do with it. By effectively outsourcing simple services to users, Apple might be able to simplify its service and cost structure.</p><p><blockquote>也许该公司宣布将于2022年推出的自助维修计划与此有关。通过有效地将简单的服务外包给用户，苹果或许能够简化其服务和成本结构。</blockquote></p><p> However, I doubt that this piece of news alone was responsible for creating $40 billion in market value. Instead, I bet that bullishness has been merely a reflection of recent skepticism over the company's ability to perform in the near term phasing out.</p><p><blockquote>然而，我怀疑仅这条新闻就创造了400亿美元的市值。相反，我敢打赌，看涨情绪只是反映了最近对该公司在短期内逐步淘汰的表现能力的怀疑。</blockquote></p><p> I have recently talked about two sell-side reports that support the bull thesis on Apple shares. Wedbush has just called for the best holiday season in the history of the iPhone, with the segment possibly delivering over $70 billion in revenues in only about three months.</p><p><blockquote>我最近谈到了两份支持苹果股票牛市论点的卖方报告。Wedbush刚刚呼吁iPhone历史上最好的假期，该细分市场可能在短短三个月内实现超过700亿美元的收入。</blockquote></p><p> Just a day earlier,Morgan Stanley put Apple at the center of the metaverse opportunity. According to the research shop, the real catalyst in this important growth story \"comes if or when Apple enters the space\".</p><p><blockquote>就在一天前，大摩将苹果置于元宇宙机会的中心。据该研究公司称，这个重要增长故事中的真正催化剂“如果或当苹果进入该领域时就会到来”。</blockquote></p><p> <b>What to expect of AAPL</b></p><p><blockquote><b>对AAPL有何期待</b></blockquote></p><p> The Apple Maven remains bullish on Apple stock. With valuations having dipped since reaching a 12-month high in early September, shares have become more affordable than some believe them to be.</p><p><blockquote>这位苹果专家仍然看好苹果股票。自9月初达到12个月高点以来，估值有所下降，股价变得比一些人想象的更实惠。</blockquote></p><p> That said, and as the all-time high lurks around the corner, investors should set the right expectations. Near peaks, AAPL tends to suffer less from volatility. However, forward one-year returns also tend to be lower than when the stock is bought after a sharp selloff.</p><p><blockquote>也就是说，随着历史高点即将到来，投资者应该设定正确的预期。接近峰值时，苹果公司往往较少受到波动的影响。然而，远期一年回报率也往往低于股票大幅抛售后买入时的回报率。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/aapl-after-hours-all-time-high-around-corner\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/aapl-after-hours-all-time-high-around-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173100100","content_text":"Apple stock had a strong day of performance on November 17, and is now $3 per share away from the peak. Here is what investors should keep in mind.\nOn Wednesday, November 17, Apple stock climbed nearly 2% to end the trading session valued at about $154 per share, backed by the heaviest trading volume of the month so far. This is the highest that the stock has reached since early September 2021, when the current all-time high of $156.46 was set.\nBelow are a few factors that may be driving bullishness, and what AAPL investors should expect of the stock next.\nThe iPhone\nWhy so bullish?\nApple stock's 1.7% climb on Wednesday was much better than the return of the S&P 500, at a modest loss of 0.3%. Interestingly enough, despite AAPL's strong performance, it was not easy to pinpoint one single cause for the outsized single-day gain.\nMaybe the company's announcement of the Self Service Repair program, to be launched in 2022, had something to do with it. By effectively outsourcing simple services to users, Apple might be able to simplify its service and cost structure.\nHowever, I doubt that this piece of news alone was responsible for creating $40 billion in market value. Instead, I bet that bullishness has been merely a reflection of recent skepticism over the company's ability to perform in the near term phasing out.\nI have recently talked about two sell-side reports that support the bull thesis on Apple shares. Wedbush has just called for the best holiday season in the history of the iPhone, with the segment possibly delivering over $70 billion in revenues in only about three months.\nJust a day earlier,Morgan Stanley put Apple at the center of the metaverse opportunity. According to the research shop, the real catalyst in this important growth story \"comes if or when Apple enters the space\".\nWhat to expect of AAPL\nThe Apple Maven remains bullish on Apple stock. With valuations having dipped since reaching a 12-month high in early September, shares have become more affordable than some believe them to be.\nThat said, and as the all-time high lurks around the corner, investors should set the right expectations. Near peaks, AAPL tends to suffer less from volatility. However, forward one-year returns also tend to be lower than when the stock is bought after a sharp selloff.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871300616,"gmtCreate":1637023130251,"gmtModify":1637023130251,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571048326255913","idStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871300616","repostId":"2183282074","repostType":4,"isVote":1,"tweetType":1,"viewCount":2512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873090650,"gmtCreate":1636786844382,"gmtModify":1636786844382,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571048326255913","idStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873090650","repostId":"1151602326","repostType":4,"isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879142001,"gmtCreate":1636695387710,"gmtModify":1636695614650,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571048326255913","idStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879142001","repostId":"1104158261","repostType":4,"isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848068776,"gmtCreate":1635948600431,"gmtModify":1635948724121,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571048326255913","idStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848068776","repostId":"2180759145","repostType":4,"isVote":1,"tweetType":1,"viewCount":1996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849477724,"gmtCreate":1635775759391,"gmtModify":1635775759456,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571048326255913","idStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849477724","repostId":"2179250221","repostType":4,"repost":{"id":"2179250221","kind":"news","pubTimestamp":1635721559,"share":"https://www.laohu8.com/m/news/2179250221?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:05","market":"us","language":"en","title":"Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、十月就业报告：本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2179250221","media":"Yahoo Finance","summary":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set th","content":"<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、十月就业报告：本周需要了解什么</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\">\nFederal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、十月就业报告：本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-11-01 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">Yahoo Finance</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":{"UBER":"优步",".DJI":"道琼斯","ATVI":"动视暴雪",".IXIC":"NASDAQ Composite","PFE":"辉瑞","CRSR":"Corsair Gaming, Inc.","APO":"阿波罗全球管理","EL":"雅诗兰黛","BLMN":"Bloomin' Brands","COP":"康菲石油","RL":"拉夫劳伦","CLX":"高乐氏",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179250221","content_text":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also await more data on the U.S. economic recovery with the Labor Department's monthly jobs report later this week.\nThe Federal Open Market Committee's (FOMC) November meeting will take place from Tuesday to Wednesday, with the policy statement and press conference from the meeting serving as the central bank's penultimate opportunity this year to announce formal plans to begin rolling back its crisis-era quantitative easing program. For the past year-and-a-half, the central bank has been purchasing $120 billion per month in agency mortgage-backed securities and Treasuries, as one major tool to support the economy during the pandemic.\nIn late September, the FOMC's latest monetary policy statement and press conference from Federal Reserve Chair Jerome Powell suggested the central bank was apt to announce the start of tapering before year-end, and continue the tapering process until \"around the middle of next year.\"\n\"The upcoming FOMC meeting will be important for three reasons: 1) the announcement of tapering; 2) guidance around what tapering means for the path of hikes; and 3) nuanced changes in views around inflation risks given recent data,\" wrote Bank of America economist Michelle Meyer in a note.\n\"The statement that announces the new pace of asset purchases will be followed by a note regarding flexibility stating that asset purchases are not on a pre-set course and will depend on the outlook for the labor market and inflation as well as an assessment of the efficacy of asset purchases,\" she predicted.\nShe noted that Powell may also use the press conference to reiterate that the end of tapering would not necessarily indicate the start of rate hikes, and that both policy actions are distinct. In previous public remarks, Powell has already made a similar point in previous public remarks, saying, \"the timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff.\"\nGiven the market has been anticipating the start to tapering for months now, speculation around when the Fed will make a move on interest rates has become a point of particular interest to investors. Investors and economists have mulled whether the Fed may need to act more quickly than previously telegraphed on adjusting interest rates to stave off inflation, which has proven more long-lasting than some had suggested.\nWASHINGTON, DC - SEPTEMBER 24: Federal Reserve Board Chairman Jerome Powell testifies during a Senate Banking Committee hearing on Capitol Hill on September 24, 2020 in Washington, DC. Powell and U.S. Treasury Secretary Steve Mnuchin are testifying about the CARES Act and the economic effects of the coronavirus pandemic. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images\nIn September, core personal consumption expenditures — the Fed's preferred gauge of underlying inflation — rose 3.6% over last year for a fourth consecutive month, coming in at the fastest clip since 1991. And earlier this month, Powell acknowledged in public remarks that the supply chain constraints and shortages that spurred the latest rise in prices are \"likely to last longer than previously expected, likely well into next year.\"\nWhile the central bank will not release an updated Summary of Economic Projections with their policy statement on Wednesday, the latest projections from the September meeting suggested the committee was split on rate hikes for 2022, with nine members seeing no rate hikes by the end of next year while the other nine members saw at least one hike.\n\"I think the Fed has pretty well determined to start the taper pretty quickly. We expect them to announce it next week and then start it soon thereafter, so that's pretty well carved in stone,\" Kathy Jones, Charles Schwab chief fixed income strategist, told Yahoo Finance Live last week. \"I think the big debate now is how quickly the Fed moves toward actually raising rates. The expectation in the market has really shifted to expecting as many as two rate hikes in 2022 and 2023 ... that’s a pretty aggressive pace of tightening.\"\nOctober jobs report\nOne of this week's most closely watched pieces of economic data will be the October jobs report, which is due for release on Friday from the Labor Department.\nEconomists are looking to see a pick-up in the pace of hiring for October after a disappointing print in September, when just 194,000 non-farm payrolls returned versus the half million expected. Over the past two months, payroll gains averaged at just 280,000. The unemployment rate is expected to take another small step toward pre-pandemic levels in October as well, with the jobless rate anticipated to dip to 4.7% from 4.8% the prior month.\nStill, the labor market has still fallen short its pre-pandemic conditions on a number of fronts. The unemployment rate has yet to return to its 50-year low of 3.5% from February 2020. And as of September, the civilian labor force was still down by about 3.1 million individuals from pre-virus levels.\nOne factor weighing on the labor market in August and September was the Delta variant, which may have deterred some workers from seeking employment in person for risk of infection. And an ongoing element dragging on the labor market's recovery has been a mismatch of supply and demand, with employers struggling to fill a near-record number of job openings while voluntary quits jumped to a historically high level.\n\"Next week’s October payrolls report will shed light on whether supply eased on diminishing constraints or if the labor market continues to face headwinds for now,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note last week.\nBut some data from the past couple weeks has reflected favorably on conditions in the labor market in October. Weekly new unemployment claims broke below 300,000 for the first time since the start of the pandemic during the survey week for the October jobs report, or the week that includes the 12th of the month. And in the Conference Board's October Consumer Confidence Index, just 10.6% of consumers said jobs were \"hard to get,\" down from 13.0% in September. That brought the Conference Board's closely watched labor market differential, or percentage of consumers saying jobs are \"hard to get\" subtracted from the percentage saying jobs \"are plentiful,\" to 45, or its highest level since 2000.\nEconomic calendar\n\nMonday: Markit U.S. Manufacturing PMI, Oct. final (59.3 expected, 59.2 in September); Constructing spending, month-over-month, September (0.4% expected, 0.0% in August); ISM Manufacturing Index, Oct. (60.5 expected, 61.1 in September)\nTuesday: No notable reports scheduled for release\nWednesday: MBA Mortgage Applications, week ended Oct. 29 (0.3% during prior week); ADP Employment Change, Oct. (400,000 expected, 568,000 in September); ISM Services Index, October (62.0 expected, 61.9 in September); Factory Orders, September (-0.1% expected, 1.2% in August); Durable goods orders, September final (-0.4% in prior print; Durable goods orders excluding transportation, September final (0.4% in prior print); Non-defense capital goods orders excluding aircraft, September final (0.8% in prior print); Markit U.S. Services PMI, October final (58.2 expected, 58.2 in prior print); Markit U.S. Composite PMI, October final (57.3 in prior print); Federal Open Market Committee monetary policy decision\nThursday: Challenger job cuts, year-over-year, October (-84.9% in September); Initial jobless claims, week ended Oct. 30 (275,000 expected, 281,000 during prior week); Continuing claims, week ended Oct. 23 (2.147 million expected, 2.243 million during prior week); Non-farm productivity, Q3 preliminary (-3.2% expected, 2.1% in Q2); Unit Labor Costs, Q3 preliminary (6.9% expected, 1.3% in Q2); Trade balance, September (-$80.1 billion expected, -$73.3 billion in August)\nFriday: Change in non-farm payrolls, October (450,000 expected, 194,000 in September); Unemployment rate, October (4.7% expected, 4.8% in September); Average hourly earnings, month-over-month, October (4.7% expected, 4.8% in September); Average hourly earnings, year-over-year, October (4.9% expected, 4.6% in September); Labor Force Participation Rate, October (61.8% expected, 61.6% in September); Consumer Credit, September ($16.200 billion expected, $14.379 million in August)\n\nEarnings calendar\n\nMonday: Clorox (CLX), Avis Budget Group (CAR), ZoomInfo Technologies (ZI), Chegg Inc. (CHGG), Diamondback Energy (FANG), The Simon Property Group (SPG) after market close\nTuesday: Under Armour (UAA), Estee Lauder (EL), Ralph Lauren (RL), Apollo Global Management (APO), Corsair Gaming (CRSR), Bloomin' Brands (BLMN), ConocoPhillips (COP), Pfizer (PFE), Groupon (GPN), Marathon Petroleum (MPC) before market open; Mondelez (MDLZ), T-Mobile (TMUS), Akamai (AKAM), Activision Blizzard (ATVI), Lyft (LYFT), Match Group (MTCH), Devon Energy (DVN), Chesapeake Energy (CHK), Coursera (COUR), Zillow Group (ZG), Amgen (AMGN) after market close\nWednesday: Humana (HUM), Discovery Inc. (DISCA), The New York Times (NYT), Norwegian Cruise Line Holdings (NCLH), Marriott International (MAR), CVS Health Corp. (CVS), Sinclair Broadcast Group (SBGI) before market open; Booking Holdings (BKNG), Qorvo (QRVO), The Allstate Corp. (ALL), MGM Resorts International (MGM), $Take-Two Interactive Software(TTWO)$ (TTWO), Electronic Arts (EA), Vimeo (VMEO), Etsy (ETSY), GoDaddy (GDDY), Marathon Oil Corp. (MRO), Roku (ROKU), Qualcomm (QCOM) after market close\nThursday: Cigna (CI), Wayfair (W), ViacomCBS (VIAC), Nikola (NKLA), Duke Energy (DUK), Citrix Systems (CTXS), Regeneron Pharmaceuticals (REGN), Hanesbrands (HBI), Moderna (MRNA), Planet Fitness (PLNT), Vulcan Material (VMC), Kellogg (K), Square (SQ), Cloudflare (NET), Occidental Petroleum (OXY), Uber Technologies (UBER), American International Group (AIG), Shake Shack (SHAK), iHeartMedia (IHRT), Novavax (NVAX), IAC Interactive Corp. (IAC), Peloton (PTON), Dropbox (DBX), DataDog (DDOG), Pinterest (PINS), Skyworks Solutions (SWKS), Expedia (EXPE), Rocket Cos. (RKT), Live Nation Entertainment (LYV), Airbnb (ABNB)\nFriday: Wynn Resorts (WYNN), Dish Networks (DISH), Dominion Energy (D), DraftKings (DKNG), Goodyear Tire and Rubber (GT), Cinemark Holdings (CNK) before market open","news_type":1,"symbols_score_info":{".IXIC":0.9,"CLX":0.9,"EL":0.9,"UBER":0.9,"APO":0.9,"COP":0.9,"CRSR":0.9,".SPX":0.9,"RL":0.9,".DJI":0.9,"BLMN":0.9,"ATVI":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840308816,"gmtCreate":1635583128496,"gmtModify":1635583128562,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571048326255913","idStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840308816","repostId":"1160516340","repostType":4,"repost":{"id":"1160516340","kind":"news","pubTimestamp":1635576015,"share":"https://www.laohu8.com/m/news/1160516340?lang=zh_CN&edition=full","pubTime":"2021-10-30 14:40","market":"sh","language":"en","title":"5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160516340","media":"Benzinga","summary":"Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the ","content":"<p><div> Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat. Here’s a ...</p><p><blockquote><div>万圣节将于周日庆祝，与2020年在新冠肺炎疫情举行的活动相比，可能会发生重大变化，许多人取消了派对和“不给糖就捣蛋”的计划。这是一个...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-10-30 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat. Here’s a ...</p><p><blockquote><div>万圣节将于周日庆祝，与2020年在新冠肺炎疫情举行的活动相比，可能会发生重大变化，许多人取消了派对和“不给糖就捣蛋”的计划。这是一个...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">Benzinga</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":{"HSY":"好时","TR":"Tootsie Roll Industries Inc","JAKK":"杰克仕太平洋","AMCX":"AMC网络公司","CHCO":"City Holding Company"},"source_url":"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160516340","content_text":"Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat.\nHere’s a look at what the data is pointing to for 2021 Halloween spending and five stocks to keep on the radar that could turn in strong quarters that include the holiday.\nHalloween Sales Expectations:Consumers feel more comfortable resuming normal Halloween activities according to theNational Retail Federation.\n“This year, two-thirds (65%) of consumers plan to celebrate one of America’s favorite holidays, up from 58% in 2020,” NRF said.\nThe NRF sees consumers spending an average of $102.74 this year on Halloween, which would be the first time the figure has hit triple digits. Estimates last year were for spending of $92.12 by each consumer.\nResearch points to candy and costumes as big winners by the return of Halloween activities along with decorations. Spending on decorations is expected to hit $3.3 billion, an all-time high.\nIs Coca-Cola's Stock Overvalued OrUndervalued?\nHalloween 2021 will also see a higher number of people without kids celebrating than in 2020. Estimates call for 55% of homes without children to celebrate, compared to 49% in 2020. The figure falls in line with pre-pandemic levels of anticipated adult costume spending.\nTootsie Roll:Candy companyTootsie Roll Industries Inc\nTR-0.47%is a popular option for anyone handing out candy to trick or treaters. If you’ve ever gone trick or treating, chances are you got a ton of tootsie rolls, given their lower cost for anyone buying for a large number of visitors.\nThe companyreportedthird-quarter sales of $183.1 million, up 17% year-over-year. The company saw a dip in fourth-quarter revenue last year compared to the prior year. Look for Tootsie Roll to see a rebound in the fourth quarter.\nHershey:The Hershey Co\nHSY-2.28%has diversified its products to include several snack brands, but candy remains the big revenue driver. The company owns many of the popular brands that will be sought out by trick or treaters. Hershey’sthird-quarterrevenue of $2.4 billion was the highest it has seen in years on a quarterly basis.\n“Consumer demand for our brands has remained robust,” Hershey Company CEOMichele Bucksaid. The company raised full-year sales guidance and a strong Halloween could help meet or exceed the updated expectations.\nJakks Pacific:Toy companyJakks Pacific Inc\nJAKK-4.38%finds itself on the Halloween list thanks to its ownership of Disguise, the world’s leading costume design and manufacturing company. With more adults dressing up and a return of trick or treat activities, the company could be in for a strong quarter.\nThe company’sthird-quarterrevenue was $237 million, which included $64 million in revenue for the costumes segment. Costume sales were up 16.4% year-over-year and the fourth quarter could continue that trend. Jakks Pacific had revenue of $128.3 million in the fourth quarter last year, a decline from the prior year. Last year’s fourth quarter featured a 91% year-over-year increase in costumes segment revenue. The third and fourth quarters are the company’s two biggest quarters for revenue.\nParty City:Retailer$Party City Holdco(PRTY)$ Inc\nPRTY+2.97%could be a popular destination for Halloween costumes and decorations. The company ended thesecond quarterwith 749 locations and is also a provider of third-party products to other retailers.\nSecond-quarter revenue was up 110% year-over-year for the company.\n“We saw sequential acceleration of the business as the economy opened up and restrictions subsided, driving increased consumer ability to celebrate,” Party City CEOBrad Westonsaid. The company will report third-quarter earnings on Nov. 9, which could provide a better look at how the Halloween shopping looked.\nAMC Networks:Media companyAMC Networks\nAMCX-2.04%finds itself on the Halloween stock list thanks to its ownership of “The Walking Dead” franchise, horror film programming and as owner of horror focused streaming platform Shudder. AMC isairing“FearFest” from Oct. 1 through Oct. 31 on its namesake AMC and AMC+ channels, which could turn into a subscriber boosting event.\n“The Walking Dead” returned to the network with its final season beginning Oct. 10, which could be another October event to watch. Shudder, which is the largest horror focused streaming platform, is available for $4.75 a month on major streaming platforms. The platformhitone million subscribers in 2020. Pizza Hut, aYum Brands Inc\nYUM-0.75%company,partneredwith Shudder to offer a promotion for 30 days free.","news_type":1,"symbols_score_info":{"CHCO":0.9,"JAKK":0.9,"AMCX":0.9,"TR":0.9,"HSY":0.9}},"isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858107430,"gmtCreate":1634997883863,"gmtModify":1634997884026,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571048326255913","idStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858107430","repostId":"1177255738","repostType":4,"repost":{"id":"1177255738","kind":"news","pubTimestamp":1634953820,"share":"https://www.laohu8.com/m/news/1177255738?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:50","market":"us","language":"en","title":"Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测：美国陆军选择后的展望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177255738","media":"Seeking Alpha","summary":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li> <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li> <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir的美国陆军合同对该公司来说是一个巨大的新闻，因为合同规模很大。大局也很重要——PLTR极具竞争力且值得信赖。</li><li>PLTR是仅有的四家获得国防部认证的IL-5公司之一，并且正在转向IL-6，这应该会进一步增加其护城河。</li><li>该公司的利润似乎很昂贵，但当我们考虑PLTR的增长前景时，股票可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特·奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies(PLTR)仍然是一家非常令人兴奋、快速增长的科技公司，其估值仍然很高。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，并且Palantir Technologies在政府机构中根深蒂固，这应该使该公司能够实现多年的强劲增长。Palantir Technologies并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中看到可观的收益。</blockquote></p><p> <b>Palantir & US Army Contract</b></p><p><blockquote><b>Palantir与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the <i>Capability Drop 2</i> (CD-2) program.</p><p><blockquote>10月初，Palantir Technologies宣布被美国陆军选中签订一份价值8.23亿美元的合同，该公司将为<i>能力下降2</i>（CD-2）程序。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前年收入约为15亿美元的公司来说，一份8亿多美元的合同当然是巨大的，但应该指出的是，这份合同不会让Palantir在短时间内获得所有这些收入。最重要的是，不一定所有收入都会流向Palantir Technologies，因为其他供应商（例如硬件供应商）也可能会从合同中获得一些份额。一位更为悲观的分析师指出，政府已要求在2022财年为该合同提供约1亿美元，这表明Palantir需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论者认为Palantir的产品/服务非常商品化。如果是这样的话，该合同可能会交给另一家以较低价格销售其服务和产品的公司——请记住，Palantir要求全公司毛利率超过70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单个合同也表明，官员们认为Palantir有能力交付大规模合同，尽管从收入和雇主数量来看，Palantir Technologies目前并不是一家非常大的公司。官员们似乎相信Palantir能够很好地执行这些合同，这反过来表明Palantir未来应该有很大的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies是仅有的四家获得国防部SaaS 5级(IL-5)批准的公司之一，这一事实也表明了Palantir在国防领域相对于可能的竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就为Palantir提供了相对于未获准提供如此关键服务的竞争对手的主要优势。一旦Palantir获得IL-6批准（届时该公司还可以处理国防部机密信息），Palantir相对于竞争对手的护城河应该会进一步扩大。Palantir管理层认为，这将在可预见的未来发生，Palantir很可能成为第一家获得IL-6整体批准的公司。未来几年，国防市场可能是Palantir Technologies的巨大市场机遇：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（完整报告第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能研发投资将增长至接近800亿美元。Palantir Technologies将无法应对所有市场，因为这包括硬件、实现等，但是即使是几个百分点的市场份额也将变成年产值10亿美元以上的业务。考虑到国防只是Palantir Technologies能够解决的众多市场之一，这似乎非常令人鼓舞——特别是当我们考虑到Palantir今年在该公司活跃的所有市场的收入约为15亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.</p><p><blockquote>得益于与军事客户的其他合同，Palantir Technologies证明了美国陆军合同并非例外。相反，Palantir似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这远不能保证，但我确实相信Palantir在未来许多年都具有巨大的增长潜力。它的解决方案可能会在商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才——这就是股票薪酬如此之高的原因，因为人才价格昂贵——Palantir应该能够在整个2020年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为2024年的收入将达到40亿美元左右，这与分析师的预期非常一致。在作为上市公司的四个季度中，Palantir在这两条线上四次超出了分析师的预期，因此该公司正在建立一个非常明确的超出预期的业绩记录。当然，不能保证这种情况在未来也会发生，但我确实相信Palantir很有可能在2024年产生超过40亿美元的收入。我们仍然采用40亿美元的估计，并假设未来三年收入增长30%，2028年至2030年间增长25%。如果这种情况发生，那么Palantir到2030年的收入将达到170亿美元，预计九年内将增长约11倍。一家年销售额170亿美元、收入增长25%的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软(MSFT)、Salesforce.com(CRM)和Adobe(ADBE)等主要软件公司目前的增长率为15%-25%，目前的交易价格是今年销售额的11至19倍。考虑到在我们的场景中，Palantir的增长速度确实比这三家公司快一点，我相信15倍的销售倍数似乎一点也不离谱。根据170亿美元的估计销售额，九年后我们的市值将达到2550亿美元，大约是当今480亿美元市值的5.3倍。然而，这并不意味着PLTR的股价将上涨430%，因为我们还必须考虑该公司的股票数量，该数量一直在上升，并且可能会继续上升。很难预测九年后股票数量的确切情况，因为我们不知道未来股权薪酬的轨迹，而且PLTR未来可能会开始回购股票。如果我们假设股票数量每年增加1亿股（根据YCharts的数据，去年股票数量增加了8000万股），那么2030年股票数量将达到约29亿股。根据2550亿美元的预期市值，我们的股价约为90美元，大约是今天的3.5倍。换句话说，如果这种情况成真，投资者将获得250%左右的9年回报率，即每年约15%。例如，这并不像过去九年持有AMZN(AMZN)时获得的回报那么出色，但我相信15%左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，人们可以认为这种情况是不现实的，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个可靠的基本情况<i>可能</i>考虑到Palantir Technologies在许多不同行业的巨大潜力，请保持保守。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR股票：现在是买入或卖出的好时机吗？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要报道的股票和我主要投资的股票相比，Palantir是一只非常不同的股票。按照目前的价格，PLTR乍一看似乎相当昂贵，其预期市盈率约为150倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦PLTR获得IL-6国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir不是一只低风险股票，因为该公司与其他高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久的证实，我们也不知道股权激励费用的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信Palantir是一家高增长公司，从长远来看可以带来两位数的总回报，并且由于巨大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果PLTR到本世纪末至少增长三倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入来源吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收益投资组合的主要目标是产生7%-10%范围内的总体收益率。我们通过结合几种不同的收入流来形成有吸引力、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</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 Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测：美国陆军选择后的展望</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 Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测：美国陆军选择后的展望</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\">2021-10-23 09:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li> <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li> <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir的美国陆军合同对该公司来说是一个巨大的新闻，因为合同规模很大。大局也很重要——PLTR极具竞争力且值得信赖。</li><li>PLTR是仅有的四家获得国防部认证的IL-5公司之一，并且正在转向IL-6，这应该会进一步增加其护城河。</li><li>该公司的利润似乎很昂贵，但当我们考虑PLTR的增长前景时，股票可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特·奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies(PLTR)仍然是一家非常令人兴奋、快速增长的科技公司，其估值仍然很高。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，并且Palantir Technologies在政府机构中根深蒂固，这应该使该公司能够实现多年的强劲增长。Palantir Technologies并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中看到可观的收益。</blockquote></p><p> <b>Palantir & US Army Contract</b></p><p><blockquote><b>Palantir与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the <i>Capability Drop 2</i> (CD-2) program.</p><p><blockquote>10月初，Palantir Technologies宣布被美国陆军选中签订一份价值8.23亿美元的合同，该公司将为<i>能力下降2</i>（CD-2）程序。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前年收入约为15亿美元的公司来说，一份8亿多美元的合同当然是巨大的，但应该指出的是，这份合同不会让Palantir在短时间内获得所有这些收入。最重要的是，不一定所有收入都会流向Palantir Technologies，因为其他供应商（例如硬件供应商）也可能会从合同中获得一些份额。一位更为悲观的分析师指出，政府已要求在2022财年为该合同提供约1亿美元，这表明Palantir需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论者认为Palantir的产品/服务非常商品化。如果是这样的话，该合同可能会交给另一家以较低价格销售其服务和产品的公司——请记住，Palantir要求全公司毛利率超过70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单个合同也表明，官员们认为Palantir有能力交付大规模合同，尽管从收入和雇主数量来看，Palantir Technologies目前并不是一家非常大的公司。官员们似乎相信Palantir能够很好地执行这些合同，这反过来表明Palantir未来应该有很大的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies是仅有的四家获得国防部SaaS 5级(IL-5)批准的公司之一，这一事实也表明了Palantir在国防领域相对于可能的竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就为Palantir提供了相对于未获准提供如此关键服务的竞争对手的主要优势。一旦Palantir获得IL-6批准（届时该公司还可以处理国防部机密信息），Palantir相对于竞争对手的护城河应该会进一步扩大。Palantir管理层认为，这将在可预见的未来发生，Palantir很可能成为第一家获得IL-6整体批准的公司。未来几年，国防市场可能是Palantir Technologies的巨大市场机遇：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（完整报告第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能研发投资将增长至接近800亿美元。Palantir Technologies将无法应对所有市场，因为这包括硬件、实现等，但是即使是几个百分点的市场份额也将变成年产值10亿美元以上的业务。考虑到国防只是Palantir Technologies能够解决的众多市场之一，这似乎非常令人鼓舞——特别是当我们考虑到Palantir今年在该公司活跃的所有市场的收入约为15亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.</p><p><blockquote>得益于与军事客户的其他合同，Palantir Technologies证明了美国陆军合同并非例外。相反，Palantir似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这远不能保证，但我确实相信Palantir在未来许多年都具有巨大的增长潜力。它的解决方案可能会在商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才——这就是股票薪酬如此之高的原因，因为人才价格昂贵——Palantir应该能够在整个2020年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为2024年的收入将达到40亿美元左右，这与分析师的预期非常一致。在作为上市公司的四个季度中，Palantir在这两条线上四次超出了分析师的预期，因此该公司正在建立一个非常明确的超出预期的业绩记录。当然，不能保证这种情况在未来也会发生，但我确实相信Palantir很有可能在2024年产生超过40亿美元的收入。我们仍然采用40亿美元的估计，并假设未来三年收入增长30%，2028年至2030年间增长25%。如果这种情况发生，那么Palantir到2030年的收入将达到170亿美元，预计九年内将增长约11倍。一家年销售额170亿美元、收入增长25%的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软(MSFT)、Salesforce.com(CRM)和Adobe(ADBE)等主要软件公司目前的增长率为15%-25%，目前的交易价格是今年销售额的11至19倍。考虑到在我们的场景中，Palantir的增长速度确实比这三家公司快一点，我相信15倍的销售倍数似乎一点也不离谱。根据170亿美元的估计销售额，九年后我们的市值将达到2550亿美元，大约是当今480亿美元市值的5.3倍。然而，这并不意味着PLTR的股价将上涨430%，因为我们还必须考虑该公司的股票数量，该数量一直在上升，并且可能会继续上升。很难预测九年后股票数量的确切情况，因为我们不知道未来股权薪酬的轨迹，而且PLTR未来可能会开始回购股票。如果我们假设股票数量每年增加1亿股（根据YCharts的数据，去年股票数量增加了8000万股），那么2030年股票数量将达到约29亿股。根据2550亿美元的预期市值，我们的股价约为90美元，大约是今天的3.5倍。换句话说，如果这种情况成真，投资者将获得250%左右的9年回报率，即每年约15%。例如，这并不像过去九年持有AMZN(AMZN)时获得的回报那么出色，但我相信15%左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，人们可以认为这种情况是不现实的，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个可靠的基本情况<i>可能</i>考虑到Palantir Technologies在许多不同行业的巨大潜力，请保持保守。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR股票：现在是买入或卖出的好时机吗？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要报道的股票和我主要投资的股票相比，Palantir是一只非常不同的股票。按照目前的价格，PLTR乍一看似乎相当昂贵，其预期市盈率约为150倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦PLTR获得IL-6国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir不是一只低风险股票，因为该公司与其他高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久的证实，我们也不知道股权激励费用的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信Palantir是一家高增长公司，从长远来看可以带来两位数的总回报，并且由于巨大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果PLTR到本世纪末至少增长三倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入来源吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收益投资组合的主要目标是产生7%-10%范围内的总体收益率。我们通过结合几种不同的收入流来形成有吸引力、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction\">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/4461220-palantir-stock-price-prediction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177255738","content_text":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.\nThe company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.\n\nScott Olson/Getty Images News\nArticle Thesis\nPalantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.\nPalantir & US Army Contract\nIn early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nFor a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.\nStill, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.\nThe contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.\nPalantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:\nSource: Palantir\nThis alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:\nSource: nscai.gov (page 67 of full report)\nThe National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.\nPalantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.\nPLTR Stock Forecast\nPalantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.\nManagement believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?\nData by YCharts\nMajor software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.\nOne can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario thatmightbe on the conservative side, considering Palantir Technologies' large potential across many different industries.\nPLTR Stock: Is Now A Good Time To Buy Or Sell?\nPalantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.\nPalantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.\nNevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.\nIs This an Income Stream Which Induces Fear?\n\nThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851675815,"gmtCreate":1634908782594,"gmtModify":1634908957212,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571048326255913","idStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851675815","repostId":"1145512728","repostType":4,"isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}