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KinKin
KinKin
·
2021-12-19
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非常抱歉，此主贴已删除
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KinKin
KinKin
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2021-12-16
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KinKin
KinKin
·
2021-12-10
Ho
Vaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</blockquote>
Vaccine stocks dropped in morning trading.Moderna,BioNTech and Novavax fell between 2% and 11%.
Vaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</blockquote>
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KinKin
KinKin
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2021-12-04
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非常抱歉，此主贴已删除
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KinKin
KinKin
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2021-11-29
Hi
Spotify Stock: Buy the Dip to Early-October Levels?<blockquote>Spotify股票：逢低买入10月初的水平？</blockquote>
Spotify stock lost plenty of steam in November, following a post-Q3 earnings spike. Some may see the
Spotify Stock: Buy the Dip to Early-October Levels?<blockquote>Spotify股票：逢低买入10月初的水平？</blockquote>
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KinKin
KinKin
·
2021-11-26
Hi
WTI crude tumbled 9.02% to $71.28 a barrel, Brent fell 8.16%.<blockquote>WTI原油下跌9.02%至每桶71.28美元，布伦特原油下跌8.16%。</blockquote>
WTI crude tumbled 9.02% to $71.28 a barrel, Brent fell 8.16%.
WTI crude tumbled 9.02% to $71.28 a barrel, Brent fell 8.16%.<blockquote>WTI原油下跌9.02%至每桶71.28美元，布伦特原油下跌8.16%。</blockquote>
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KinKin
KinKin
·
2021-11-26
Hi
7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>美国银行称感恩节风险最大的7只股票</blockquote>
Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs. A recent B
7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>美国银行称感恩节风险最大的7只股票</blockquote>
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KinKin
KinKin
·
2021-11-23
Hi
BioNTech shares fell nearly 7% in early trading and Moderna shares slid 3%<blockquote>BioNTech股价早盘下跌近7%，Moderna股价下跌3%</blockquote>
BioNTech shares fell nearly 7% in early trading and Moderna shares slid 3%.The U.S. government asked
BioNTech shares fell nearly 7% in early trading and Moderna shares slid 3%<blockquote>BioNTech股价早盘下跌近7%，Moderna股价下跌3%</blockquote>
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KinKin
KinKin
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2021-11-22
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非常抱歉，此主贴已删除
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KinKin
KinKin
·
2021-11-18
Hi
Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</blockquote>
Semiconductor stocks climbed in morning trading.Nvidia,AMD,GlobalFoundries,TSMC,ASML,Micron Technolo
Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</blockquote>
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class=\"title\">\nVaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Vaccine stocks dropped in morning trading.Moderna,BioNTech and Novavax fell between 2% and 11%.</p><p><blockquote>疫苗股早盘下跌。Moderna、BioNTech和Novavax跌幅在2%至11%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d3f84cfc9f83b59cf14210d41d97111a\" tg-width=\"415\" tg-height=\"302\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","NVAX":"诺瓦瓦克斯医药","BNTX":"BioNTech SE"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148141788","content_text":"Vaccine stocks dropped in morning trading.Moderna,BioNTech and Novavax fell between 2% and 11%.","news_type":1,"symbols_score_info":{"MRNA":0.9,"BNTX":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":3052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601457892,"gmtCreate":1638550394827,"gmtModify":1638550394958,"author":{"id":"3574428256060280","authorId":"3574428256060280","name":"KinKin","avatar":"https://static.tigerbbs.com/b4f58c29c0c165071cb594bd19ce588a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574428256060280","idStr":"3574428256060280"},"themes":[],"htmlText":"Ho","listText":"Ho","text":"Ho","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601457892","repostId":"1158981658","repostType":4,"isVote":1,"tweetType":1,"viewCount":3010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600765168,"gmtCreate":1638198782315,"gmtModify":1638198822415,"author":{"id":"3574428256060280","authorId":"3574428256060280","name":"KinKin","avatar":"https://static.tigerbbs.com/b4f58c29c0c165071cb594bd19ce588a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574428256060280","idStr":"3574428256060280"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600765168","repostId":"1180693909","repostType":4,"repost":{"id":"1180693909","kind":"news","pubTimestamp":1638198357,"share":"https://www.laohu8.com/m/news/1180693909?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:05","market":"us","language":"en","title":"Spotify Stock: Buy the Dip to Early-October Levels?<blockquote>Spotify股票：逢低买入10月初的水平？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180693909","media":"TheStreet","summary":"Spotify stock lost plenty of steam in November, following a post-Q3 earnings spike. Some may see the","content":"<p>Spotify stock lost plenty of steam in November, following a post-Q3 earnings spike. Some may see the move as bearish, while others could find it an opportunity to buy SPOT cheaper.</p><p><blockquote>继第三季度后盈利飙升后，Spotify股价在11月份失去了大量动力。一些人可能认为此举是看跌的，而另一些人可能会发现这是一个以更便宜的价格购买现货的机会。</blockquote></p><p> In late October, Spotify announced third quarter results. The numbers excited investors and sent Spotify stock up nearly 15% quickly. The key metric supporting bullishness was the large increase in the platform's MAUs (monthly active users) over the previous year, followed by an almost 30% YoY growth in revenue.</p><p><blockquote>10月下旬，Spotify公布了第三季度业绩。这些数字令投资者兴奋不已，并使Spotify股价迅速上涨近15%。支持看涨的关键指标是该平台的MAU（月活跃用户）较上一年大幅增长，随后收入同比增长近30%。</blockquote></p><p> However, almost a month after the earnings announcement, shares have dipped 10% and returned to the same levels of early October. Today, MavenFlix tries to make sense of what is happening with SPOT, and debates whether the recent drop can be considered a buying opportunity.</p><p><blockquote>然而，财报公布近一个月后，股价已下跌10%，回到10月初的水平。今天，MavenFlix试图了解SPOT的情况，并讨论最近的下跌是否可以被视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a76b6dc048e3702eb0b6ef48bbc0409\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Spotify app icon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Spotify应用程序图标。</span></p></blockquote></p><p> <b>Recent downfall and a future opportunity</b></p><p><blockquote><b>最近的失败和未来的机会</b></blockquote></p><p> SPOT hit $205 per share in August and, since then, embarked on a strong bullish ride to six-month highs. However, in November, not long after the announcement of the company's third quarter results, Spotify stock dropped from a high of $300 to less than $250.</p><p><blockquote>现货在8月份触及每股205美元，此后开始强劲看涨，升至六个月高点。然而，11月，在公司第三季度业绩公布后不久，Spotify股票就从300美元的高点跌至250美元以下。</blockquote></p><p> One of the possible causes for such decline is profit taking. If so, an opportunity to buy the dip could exist for those who like the fundamentals of the company, but that believed SPOT may have been too expensive or overvalued. Today, Spotify is trading at the lowest price in the last 3 months.</p><p><blockquote>这种下跌的可能原因之一是获利了结。如果是这样的话，对于那些喜欢该公司基本面但认为现货可能太贵或估值过高的人来说，可能存在逢低买入的机会。今天，Spotify的交易价格是过去3个月来的最低价格。</blockquote></p><p> <b>Podcast growth and ad revenue</b></p><p><blockquote><b>播客增长和广告收入</b></blockquote></p><p> Unlike what many might think, Spotify is not merely a music platform, but an audio one. Therefore, one should not only consider growth in the music streaming space when calculating the fair value of the stock.</p><p><blockquote>与许多人的想法不同，Spotify不仅仅是一个音乐平台，还是一个音频平台。因此，在计算股票的公允价值时，不应只考虑音乐流媒体领域的增长。</blockquote></p><p> As we discussed in “Spotify Earnings: Why The Stock Spiked On Q3 Results”, one of the most relevant growth drivers for Spotify today is podcast. This sub-segment of streaming audio is expanding fast and could become a substantial part of the company's P&L in the foreseeable future.</p><p><blockquote>正如我们在“Spotify收益：为什么该股在第三季度业绩中飙升”中讨论的那样，当今Spotify最相关的增长动力之一是播客。流媒体音频的这一细分市场正在快速扩张，在可预见的未来可能成为公司损益的重要组成部分。</blockquote></p><p> With ad-supported accounts growing at the same rate as paid users, monetizing on podcasts is a key next step for Spotify. We think that this could be a catalyst pushing Spotify stock higher in the future – even if not in the next few weeks or months.</p><p><blockquote>随着广告支持的账户以与付费用户相同的速度增长，通过播客赚钱是Spotify的下一步关键。我们认为这可能是未来推高Spotify股价的催化剂——即使不是在未来几周或几个月内。</blockquote></p><p> <b>Spotify dominates audio streaming</b></p><p><blockquote><b>Spotify主导音频流</b></blockquote></p><p> Spotify has one of the largest music libraries. However, we do not think that this sets the company apart from its competitors. Apple and Amazon, for example, continue to invest their bottomless piles of cash to boost their platforms’ content offerings as well.</p><p><blockquote>Spotify拥有最大的音乐库之一。然而，我们并不认为这使该公司从竞争对手中脱颖而出。例如，苹果和亚马逊也继续投入大量现金来增加其平台的内容产品。</blockquote></p><p> What makes Spotify stand out, in our view, is its footprint in audio streaming. Despite the growth prospects, the market is still concentrated in the hands of few players, unlike what happens in video streaming. Spotify has clear market dominance, as the chart below depicts.</p><p><blockquote>在我们看来，Spotify之所以脱颖而出，是因为它在音频流领域的足迹。尽管有增长前景，但市场仍然集中在少数玩家手中，这与视频流媒体的情况不同。如下图所示，Spotify拥有明显的市场主导地位。</blockquote></p><p> The investments in podcasts should only help Spotify to establish itself at the top for years to come. Currently, there are about 2.6 million podcast titles available on the platform.</p><p><blockquote>对播客的投资应该只会帮助Spotify在未来几年确立自己的地位。目前，该平台上大约有260万个播客标题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab561adf751b756fe06b8fa8d2bff0ee\" tg-width=\"609\" tg-height=\"458\" width=\"100%\" height=\"auto\"><span>Figure 2: Music streaming market share.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：音乐流媒体市场份额。</span></p></blockquote></p><p> <b>Our view</b></p><p><blockquote><b>我们的观点</b></blockquote></p><p> After Spotify stock dropped more than 10% since the beginning of November, a window of opportunity may have opened for those who appreciate Spotify's business model. Buying SPOT today, however, may only prove to be a good long-term strategy, since volatility in the short term in unlikely to subside.</p><p><blockquote>自11月初以来，Spotify股价下跌超过10%，对于那些欣赏Spotify商业模式的人来说，机会之窗可能已经打开。然而，今天购买现货可能只是一个很好的长期策略，因为短期内的波动不太可能消退。</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>Spotify Stock: Buy the Dip to Early-October Levels?<blockquote>Spotify股票：逢低买入10月初的水平？</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\">\nSpotify Stock: Buy the Dip to Early-October Levels?<blockquote>Spotify股票：逢低买入10月初的水平？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-29 23:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Spotify stock lost plenty of steam in November, following a post-Q3 earnings spike. Some may see the move as bearish, while others could find it an opportunity to buy SPOT cheaper.</p><p><blockquote>继第三季度后盈利飙升后，Spotify股价在11月份失去了大量动力。一些人可能认为此举是看跌的，而另一些人可能会发现这是一个以更便宜的价格购买现货的机会。</blockquote></p><p> In late October, Spotify announced third quarter results. The numbers excited investors and sent Spotify stock up nearly 15% quickly. The key metric supporting bullishness was the large increase in the platform's MAUs (monthly active users) over the previous year, followed by an almost 30% YoY growth in revenue.</p><p><blockquote>10月下旬，Spotify公布了第三季度业绩。这些数字令投资者兴奋不已，并使Spotify股价迅速上涨近15%。支持看涨的关键指标是该平台的MAU（月活跃用户）较上一年大幅增长，随后收入同比增长近30%。</blockquote></p><p> However, almost a month after the earnings announcement, shares have dipped 10% and returned to the same levels of early October. Today, MavenFlix tries to make sense of what is happening with SPOT, and debates whether the recent drop can be considered a buying opportunity.</p><p><blockquote>然而，财报公布近一个月后，股价已下跌10%，回到10月初的水平。今天，MavenFlix试图了解SPOT的情况，并讨论最近的下跌是否可以被视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a76b6dc048e3702eb0b6ef48bbc0409\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Spotify app icon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Spotify应用程序图标。</span></p></blockquote></p><p> <b>Recent downfall and a future opportunity</b></p><p><blockquote><b>最近的失败和未来的机会</b></blockquote></p><p> SPOT hit $205 per share in August and, since then, embarked on a strong bullish ride to six-month highs. However, in November, not long after the announcement of the company's third quarter results, Spotify stock dropped from a high of $300 to less than $250.</p><p><blockquote>现货在8月份触及每股205美元，此后开始强劲看涨，升至六个月高点。然而，11月，在公司第三季度业绩公布后不久，Spotify股票就从300美元的高点跌至250美元以下。</blockquote></p><p> One of the possible causes for such decline is profit taking. If so, an opportunity to buy the dip could exist for those who like the fundamentals of the company, but that believed SPOT may have been too expensive or overvalued. Today, Spotify is trading at the lowest price in the last 3 months.</p><p><blockquote>这种下跌的可能原因之一是获利了结。如果是这样的话，对于那些喜欢该公司基本面但认为现货可能太贵或估值过高的人来说，可能存在逢低买入的机会。今天，Spotify的交易价格是过去3个月来的最低价格。</blockquote></p><p> <b>Podcast growth and ad revenue</b></p><p><blockquote><b>播客增长和广告收入</b></blockquote></p><p> Unlike what many might think, Spotify is not merely a music platform, but an audio one. Therefore, one should not only consider growth in the music streaming space when calculating the fair value of the stock.</p><p><blockquote>与许多人的想法不同，Spotify不仅仅是一个音乐平台，还是一个音频平台。因此，在计算股票的公允价值时，不应只考虑音乐流媒体领域的增长。</blockquote></p><p> As we discussed in “Spotify Earnings: Why The Stock Spiked On Q3 Results”, one of the most relevant growth drivers for Spotify today is podcast. This sub-segment of streaming audio is expanding fast and could become a substantial part of the company's P&L in the foreseeable future.</p><p><blockquote>正如我们在“Spotify收益：为什么该股在第三季度业绩中飙升”中讨论的那样，当今Spotify最相关的增长动力之一是播客。流媒体音频的这一细分市场正在快速扩张，在可预见的未来可能成为公司损益的重要组成部分。</blockquote></p><p> With ad-supported accounts growing at the same rate as paid users, monetizing on podcasts is a key next step for Spotify. We think that this could be a catalyst pushing Spotify stock higher in the future – even if not in the next few weeks or months.</p><p><blockquote>随着广告支持的账户以与付费用户相同的速度增长，通过播客赚钱是Spotify的下一步关键。我们认为这可能是未来推高Spotify股价的催化剂——即使不是在未来几周或几个月内。</blockquote></p><p> <b>Spotify dominates audio streaming</b></p><p><blockquote><b>Spotify主导音频流</b></blockquote></p><p> Spotify has one of the largest music libraries. However, we do not think that this sets the company apart from its competitors. Apple and Amazon, for example, continue to invest their bottomless piles of cash to boost their platforms’ content offerings as well.</p><p><blockquote>Spotify拥有最大的音乐库之一。然而，我们并不认为这使该公司从竞争对手中脱颖而出。例如，苹果和亚马逊也继续投入大量现金来增加其平台的内容产品。</blockquote></p><p> What makes Spotify stand out, in our view, is its footprint in audio streaming. Despite the growth prospects, the market is still concentrated in the hands of few players, unlike what happens in video streaming. Spotify has clear market dominance, as the chart below depicts.</p><p><blockquote>在我们看来，Spotify之所以脱颖而出，是因为它在音频流领域的足迹。尽管有增长前景，但市场仍然集中在少数玩家手中，这与视频流媒体的情况不同。如下图所示，Spotify拥有明显的市场主导地位。</blockquote></p><p> The investments in podcasts should only help Spotify to establish itself at the top for years to come. Currently, there are about 2.6 million podcast titles available on the platform.</p><p><blockquote>对播客的投资应该只会帮助Spotify在未来几年确立自己的地位。目前，该平台上大约有260万个播客标题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab561adf751b756fe06b8fa8d2bff0ee\" tg-width=\"609\" tg-height=\"458\" width=\"100%\" height=\"auto\"><span>Figure 2: Music streaming market share.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：音乐流媒体市场份额。</span></p></blockquote></p><p> <b>Our view</b></p><p><blockquote><b>我们的观点</b></blockquote></p><p> After Spotify stock dropped more than 10% since the beginning of November, a window of opportunity may have opened for those who appreciate Spotify's business model. Buying SPOT today, however, may only prove to be a good long-term strategy, since volatility in the short term in unlikely to subside.</p><p><blockquote>自11月初以来，Spotify股价下跌超过10%，对于那些欣赏Spotify商业模式的人来说，机会之窗可能已经打开。然而，今天购买现货可能只是一个很好的长期策略，因为短期内的波动不太可能消退。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/spot/buy-spotify-stock-at-pre-q3-earnings-levels\">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":{"SPOT":"Spotify Technology S.A."},"source_url":"https://www.thestreet.com/streaming/spot/buy-spotify-stock-at-pre-q3-earnings-levels","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180693909","content_text":"Spotify stock lost plenty of steam in November, following a post-Q3 earnings spike. Some may see the move as bearish, while others could find it an opportunity to buy SPOT cheaper.\nIn late October, Spotify announced third quarter results. The numbers excited investors and sent Spotify stock up nearly 15% quickly. The key metric supporting bullishness was the large increase in the platform's MAUs (monthly active users) over the previous year, followed by an almost 30% YoY growth in revenue.\nHowever, almost a month after the earnings announcement, shares have dipped 10% and returned to the same levels of early October. Today, MavenFlix tries to make sense of what is happening with SPOT, and debates whether the recent drop can be considered a buying opportunity.\nFigure 1: Spotify app icon.\nRecent downfall and a future opportunity\nSPOT hit $205 per share in August and, since then, embarked on a strong bullish ride to six-month highs. However, in November, not long after the announcement of the company's third quarter results, Spotify stock dropped from a high of $300 to less than $250.\nOne of the possible causes for such decline is profit taking. If so, an opportunity to buy the dip could exist for those who like the fundamentals of the company, but that believed SPOT may have been too expensive or overvalued. Today, Spotify is trading at the lowest price in the last 3 months.\nPodcast growth and ad revenue\nUnlike what many might think, Spotify is not merely a music platform, but an audio one. Therefore, one should not only consider growth in the music streaming space when calculating the fair value of the stock.\nAs we discussed in “Spotify Earnings: Why The Stock Spiked On Q3 Results”, one of the most relevant growth drivers for Spotify today is podcast. This sub-segment of streaming audio is expanding fast and could become a substantial part of the company's P&L in the foreseeable future.\nWith ad-supported accounts growing at the same rate as paid users, monetizing on podcasts is a key next step for Spotify. We think that this could be a catalyst pushing Spotify stock higher in the future – even if not in the next few weeks or months.\nSpotify dominates audio streaming\nSpotify has one of the largest music libraries. However, we do not think that this sets the company apart from its competitors. Apple and Amazon, for example, continue to invest their bottomless piles of cash to boost their platforms’ content offerings as well.\nWhat makes Spotify stand out, in our view, is its footprint in audio streaming. Despite the growth prospects, the market is still concentrated in the hands of few players, unlike what happens in video streaming. Spotify has clear market dominance, as the chart below depicts.\nThe investments in podcasts should only help Spotify to establish itself at the top for years to come. Currently, there are about 2.6 million podcast titles available on the platform.\nFigure 2: Music streaming market share.\nOur view\nAfter Spotify stock dropped more than 10% since the beginning of November, a window of opportunity may have opened for those who appreciate Spotify's business model. Buying SPOT today, however, may only prove to be a good long-term strategy, since volatility in the short term in unlikely to subside.","news_type":1,"symbols_score_info":{"SPOT":0.9}},"isVote":1,"tweetType":1,"viewCount":3784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877598648,"gmtCreate":1637940510618,"gmtModify":1637940510696,"author":{"id":"3574428256060280","authorId":"3574428256060280","name":"KinKin","avatar":"https://static.tigerbbs.com/b4f58c29c0c165071cb594bd19ce588a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574428256060280","idStr":"3574428256060280"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877598648","repostId":"1158420182","repostType":4,"repost":{"id":"1158420182","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637939738,"share":"https://www.laohu8.com/m/news/1158420182?lang=zh_CN&edition=full","pubTime":"2021-11-26 23:15","market":"fut","language":"en","title":"WTI crude tumbled 9.02% to $71.28 a barrel, Brent fell 8.16%.<blockquote>WTI原油下跌9.02%至每桶71.28美元，布伦特原油下跌8.16%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158420182","media":"Tiger Newspress","summary":"WTI crude tumbled 9.02% to $71.28 a barrel, Brent fell 8.16%.","content":"<p>WTI crude tumbled 9.02% to $71.28 a barrel, Brent fell 8.16%.<img src=\"https://static.tigerbbs.com/6e118e6a5e909412e48ca104b2c37b30\" tg-width=\"884\" tg-height=\"611\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/1ac1680f3b9d8085d5fd9b6a868ce9c3\" tg-width=\"870\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p><p><blockquote>WTI原油下跌9.02%至每桶71.28美元，布伦特原油下跌8.16%。</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>WTI crude tumbled 9.02% to $71.28 a barrel, Brent fell 8.16%.<blockquote>WTI原油下跌9.02%至每桶71.28美元，布伦特原油下跌8.16%。</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; 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(NAPA).</p><p><blockquote>这些公司包括金宝汤公司(CPB)、通用磨坊(GIS)、卡夫亨氏公司(KHC)、康尼格拉品牌(CAG)、荷美尔食品公司(HRL)、味好美公司(MKC)和鸭角投资组合公司(NAPA)。</blockquote></p><p> \"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac & cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"</p><p><blockquote>分析师表示：“我们研究了公司对感恩节顶级菜肴的敞口：火鸡、馅料、晚餐卷、肉汁、绿豆砂锅、土豆、通心粉和奶酪甜点以及葡萄酒。”“总体而言，CPB、GIS、KHC、CAG、MKC、HRL和NAPA的风险敞口最大。KHC和NAPA是我们在该组中最喜欢的股票。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39aa902f366c0bd07e076520c33cdf52\" tg-width=\"705\" tg-height=\"409\" width=\"100%\" height=\"auto\"><span>Key companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power</span></p><p><blockquote><p class=\"t-img-caption\"><span>接触感恩节大餐趋势的主要公司。（来源：美国银行）感恩节“盘子中心”商品拥有更多定价权</span></p></blockquote></p><p> People appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)</p><p><blockquote>分析师表示，人们似乎再次聚集在桌子周围，因为社交媒体对话的数据发现，提及“疫苗”的人数有所增加，而提及“FaceTime”、“社交距离”和“取消”的人数有所下降。（“朋友聚会”和“白天饮酒”也有所增加。）</blockquote></p><p> And whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.</p><p><blockquote>无论消费者选择火鸡还是火腿、土豆泥还是棉花糖红薯、传统的或植物性的选择，随着通货膨胀打击食品价格，他们可能会支付更多费用。</blockquote></p><p> The American Farm Bureau Thanksgiving cost index projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.</p><p><blockquote>美国农业局感恩节成本指数预计2021年将同比增长14%，其中火鸡价格将上涨24%。</blockquote></p><p> “When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”</p><p><blockquote>美国银行全球研究部高级食品和饮料分析师布莱恩·斯皮兰(Bryan Spillane)对雅虎财经直播(Yahoo Finance Live)表示：“当你观察更多的中心食品时，通常情况下，历史上并没有太多的定价权。”（上面的视频）。“但今年不同寻常的是，已经出现了。尤其是食品公司，年中就开始涨价，而且几乎没有弹性。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e60ff60917eb4db45a68c41bd19a337\" tg-width=\"705\" tg-height=\"529\" width=\"100%\" height=\"auto\"><span>Frozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年11月17日，星期三，费城的冷冻火鸡。（美联社照片/马特·洛克）</span></p></blockquote></p><p> That said, Spillane added, consumer behavior is expected to change at some point.</p><p><blockquote>斯皮兰补充说，也就是说，消费者行为预计会在某个时候发生变化。</blockquote></p><p> “Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.</p><p><blockquote>“进入明年，我们真正关注的是：消费者在什么时候开始抵制，我们是否开始看到一些降价或其他行为表明消费者感受到了压力？”斯皮兰说。</blockquote></p><p> Investor appetite for food and beverage companies</p><p><blockquote>投资者对食品饮料公司的兴趣</blockquote></p><p> The top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.</p><p><blockquote>上涨或下跌潜力最大的公司是金宝汤，美国银行给予该公司“表现不佳”评级。</blockquote></p><p> “Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”</p><p><blockquote>“坎贝尔正在为一些问题而苦苦挣扎，”斯皮兰说。“一是他们正在经历大幅通货膨胀。他们的产品组合稍微偏向于……中低收入家庭。因此，这可能是一个在传递这些价格方面可能存在一些敏感性的领域。”</blockquote></p><p> The iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.</p><p><blockquote>斯皮兰补充说，这家标志性的汤公司还直接和间接面临劳动力短缺和劳动力成本上升的问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be1718627f49a5fcc29f52e9e322313f\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Cans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid</span></p><p><blockquote><p class=\"t-img-caption\"><span>2017年2月15日，美国纽约市一家超市里陈列着罐装金宝汤。路透社/布伦丹·麦克德米德</span></p></blockquote></p><p> BofA also gave seasoning-maker McCormick & Company an \"underperform\" rating, with an $84 price target.</p><p><blockquote>美国银行还给予调味料制造商味好美公司“跑输大盘”评级，目标价为84美元。</blockquote></p><p> McCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”</p><p><blockquote>斯皮兰表示，味好美“仍以溢价估值交易”，并补充说，虽然它受益于人们在过去18个月里更多地在家做饭，但“在某个时候，随着情况放缓，你会看到这种情况减少在家做饭的行为。这将给味好美带来悬念。”</blockquote></p><p> On the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.</p><p><blockquote>另一方面，“好时[HSY]处于有利地位，”斯皮兰说，尤其是在通胀环境方面。</blockquote></p><p> “The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.</p><p><blockquote>“这个类别仍在强劲增长，仍然有很多产品创新，并且已经证明了定价能力，我们认为好时的设置非常好，甚至能够保护利润率，也许有可能随着我们经历一些通货膨胀而增长利润率，”他解释道。</blockquote></p><p> BofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.</p><p><blockquote>美国银行还给予炉灶馅料制造商卡夫亨氏买入评级，目标价为46美元。</blockquote></p><p></p><p> “We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.</p><p><blockquote>分析师写道：“我们认为这是合理的，因为我们认为KHC处于有利地位，可以捕捉与经济衰退和食品储藏室库存相关的消费者需求模式变化相关的增长，但这些增长被高于平均水平的债务水平所抵消。”</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\n7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>美国银行称感恩节风险最大的7只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-11-25 22:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.</p><p><blockquote>感恩节盛宴可能会吸引比去年更多的人群，并产生更高的成本。</blockquote></p><p> A recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid supply chain bottlenecks, inflation, lingering COVID concerns, low inventories, and evolving consumer behaviors.</p><p><blockquote>美国银行最近的一份报告详细介绍了在供应链瓶颈、通货膨胀、挥之不去的新冠疫情担忧、低库存和消费者行为不断变化的情况下，哪些公司对顶级节日菜肴的敞口最大。</blockquote></p><p> Those companies are Campbell's Soup Company (CPB), General Mills (GIS), The Kraft Heinz Company (KHC), Conagra Brands (CAG), Hormel Foods Corporation (HRL), McCormick & Company (MKC), and The Duckhorn Portfolio, Inc. (NAPA).</p><p><blockquote>这些公司包括金宝汤公司(CPB)、通用磨坊(GIS)、卡夫亨氏公司(KHC)、康尼格拉品牌(CAG)、荷美尔食品公司(HRL)、味好美公司(MKC)和鸭角投资组合公司(NAPA)。</blockquote></p><p> \"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac & cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"</p><p><blockquote>分析师表示：“我们研究了公司对感恩节顶级菜肴的敞口：火鸡、馅料、晚餐卷、肉汁、绿豆砂锅、土豆、通心粉和奶酪甜点以及葡萄酒。”“总体而言，CPB、GIS、KHC、CAG、MKC、HRL和NAPA的风险敞口最大。KHC和NAPA是我们在该组中最喜欢的股票。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39aa902f366c0bd07e076520c33cdf52\" tg-width=\"705\" tg-height=\"409\" width=\"100%\" height=\"auto\"><span>Key companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power</span></p><p><blockquote><p class=\"t-img-caption\"><span>接触感恩节大餐趋势的主要公司。（来源：美国银行）感恩节“盘子中心”商品拥有更多定价权</span></p></blockquote></p><p> People appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)</p><p><blockquote>分析师表示，人们似乎再次聚集在桌子周围，因为社交媒体对话的数据发现，提及“疫苗”的人数有所增加，而提及“FaceTime”、“社交距离”和“取消”的人数有所下降。（“朋友聚会”和“白天饮酒”也有所增加。）</blockquote></p><p> And whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.</p><p><blockquote>无论消费者选择火鸡还是火腿、土豆泥还是棉花糖红薯、传统的或植物性的选择，随着通货膨胀打击食品价格，他们可能会支付更多费用。</blockquote></p><p> The American Farm Bureau Thanksgiving cost index projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.</p><p><blockquote>美国农业局感恩节成本指数预计2021年将同比增长14%，其中火鸡价格将上涨24%。</blockquote></p><p> “When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”</p><p><blockquote>美国银行全球研究部高级食品和饮料分析师布莱恩·斯皮兰(Bryan Spillane)对雅虎财经直播(Yahoo Finance Live)表示：“当你观察更多的中心食品时，通常情况下，历史上并没有太多的定价权。”（上面的视频）。“但今年不同寻常的是，已经出现了。尤其是食品公司，年中就开始涨价，而且几乎没有弹性。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e60ff60917eb4db45a68c41bd19a337\" tg-width=\"705\" tg-height=\"529\" width=\"100%\" height=\"auto\"><span>Frozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年11月17日，星期三，费城的冷冻火鸡。（美联社照片/马特·洛克）</span></p></blockquote></p><p> That said, Spillane added, consumer behavior is expected to change at some point.</p><p><blockquote>斯皮兰补充说，也就是说，消费者行为预计会在某个时候发生变化。</blockquote></p><p> “Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.</p><p><blockquote>“进入明年，我们真正关注的是：消费者在什么时候开始抵制，我们是否开始看到一些降价或其他行为表明消费者感受到了压力？”斯皮兰说。</blockquote></p><p> Investor appetite for food and beverage companies</p><p><blockquote>投资者对食品饮料公司的兴趣</blockquote></p><p> The top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.</p><p><blockquote>上涨或下跌潜力最大的公司是金宝汤，美国银行给予该公司“表现不佳”评级。</blockquote></p><p> “Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”</p><p><blockquote>“坎贝尔正在为一些问题而苦苦挣扎，”斯皮兰说。“一是他们正在经历大幅通货膨胀。他们的产品组合稍微偏向于……中低收入家庭。因此，这可能是一个在传递这些价格方面可能存在一些敏感性的领域。”</blockquote></p><p> The iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.</p><p><blockquote>斯皮兰补充说，这家标志性的汤公司还直接和间接面临劳动力短缺和劳动力成本上升的问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be1718627f49a5fcc29f52e9e322313f\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Cans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid</span></p><p><blockquote><p class=\"t-img-caption\"><span>2017年2月15日，美国纽约市一家超市里陈列着罐装金宝汤。路透社/布伦丹·麦克德米德</span></p></blockquote></p><p> BofA also gave seasoning-maker McCormick & Company an \"underperform\" rating, with an $84 price target.</p><p><blockquote>美国银行还给予调味料制造商味好美公司“跑输大盘”评级，目标价为84美元。</blockquote></p><p> McCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”</p><p><blockquote>斯皮兰表示，味好美“仍以溢价估值交易”，并补充说，虽然它受益于人们在过去18个月里更多地在家做饭，但“在某个时候，随着情况放缓，你会看到这种情况减少在家做饭的行为。这将给味好美带来悬念。”</blockquote></p><p> On the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.</p><p><blockquote>另一方面，“好时[HSY]处于有利地位，”斯皮兰说，尤其是在通胀环境方面。</blockquote></p><p> “The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.</p><p><blockquote>“这个类别仍在强劲增长，仍然有很多产品创新，并且已经证明了定价能力，我们认为好时的设置非常好，甚至能够保护利润率，也许有可能随着我们经历一些通货膨胀而增长利润率，”他解释道。</blockquote></p><p> BofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.</p><p><blockquote>美国银行还给予炉灶馅料制造商卡夫亨氏买入评级，目标价为46美元。</blockquote></p><p></p><p> “We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.</p><p><blockquote>分析师写道：“我们认为这是合理的，因为我们认为KHC处于有利地位，可以捕捉与经济衰退和食品储藏室库存相关的消费者需求模式变化相关的增长，但这些增长被高于平均水平的债务水平所抵消。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/7-stocks-thanksgiving-exposure-bank-of-america-134505457.html\">finance.yahoo</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":{"MKC":"味好美","CAG":"康尼格拉","KHC":"卡夫亨氏","GIS":"通用磨坊","HRL":"荷美尔","CPB":"金宝汤","NAPA":"The Duckhorn Portfolio, Inc."},"source_url":"https://finance.yahoo.com/news/7-stocks-thanksgiving-exposure-bank-of-america-134505457.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122037796","content_text":"Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.\nA recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid supply chain bottlenecks, inflation, lingering COVID concerns, low inventories, and evolving consumer behaviors.\nThose companies are Campbell's Soup Company (CPB), General Mills (GIS), The Kraft Heinz Company (KHC), Conagra Brands (CAG), Hormel Foods Corporation (HRL), McCormick & Company (MKC), and The Duckhorn Portfolio, Inc. (NAPA).\n\"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac & cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"\nKey companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power\nPeople appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)\nAnd whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.\nThe American Farm Bureau Thanksgiving cost index projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.\n“When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”\nFrozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)\nThat said, Spillane added, consumer behavior is expected to change at some point.\n“Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.\nInvestor appetite for food and beverage companies\nThe top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.\n“Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”\nThe iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.\nCans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid\nBofA also gave seasoning-maker McCormick & Company an \"underperform\" rating, with an $84 price target.\nMcCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”\nOn the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.\n“The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.\nBofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.\n“We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.","news_type":1,"symbols_score_info":{"MKC":0.9,"KHC":0.9,"CAG":0.9,"GIS":0.9,"NAPA":0.9,"HRL":0.9,"CPB":0.9}},"isVote":1,"tweetType":1,"viewCount":3588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875457018,"gmtCreate":1637680850959,"gmtModify":1637680851037,"author":{"id":"3574428256060280","authorId":"3574428256060280","name":"KinKin","avatar":"https://static.tigerbbs.com/b4f58c29c0c165071cb594bd19ce588a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574428256060280","idStr":"3574428256060280"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/875457018","repostId":"1119603099","repostType":4,"repost":{"id":"1119603099","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637680476,"share":"https://www.laohu8.com/m/news/1119603099?lang=zh_CN&edition=full","pubTime":"2021-11-23 23:14","market":"us","language":"en","title":"BioNTech shares fell nearly 7% in early trading and Moderna shares slid 3%<blockquote>BioNTech股价早盘下跌近7%，Moderna股价下跌3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119603099","media":"Tiger Newspress","summary":"BioNTech shares fell nearly 7% in early trading and Moderna shares slid 3%.The U.S. government asked","content":"<p>BioNTech shares fell nearly 7% in early trading and Moderna shares slid 3%.<img src=\"https://static.tigerbbs.com/89a99816fada5bf2c2120b3cda678cb6\" tg-width=\"871\" tg-height=\"599\" width=\"100%\" height=\"auto\">The U.S. government asked a federal appeals court to immediately lift a court-ordered stay on a sweeping workplace COVID-19 vaccine rule to avoid \"enormous\" harm to public health, or alternatively to allow a masking-and-testing requirement, according to a court filing.</p><p><blockquote>BioNTech股价早盘下跌近7%，Moderna股价下跌3%。根据一份法庭文件，美国政府要求联邦上诉法院立即取消法院下令暂停一项全面的工作场所新冠肺炎疫苗规则，以避免对公共健康造成“巨大”伤害，或者允许掩蔽和测试要求。</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>BioNTech shares fell nearly 7% in early trading and Moderna shares slid 3%<blockquote>BioNTech股价早盘下跌近7%，Moderna股价下跌3%</blockquote></title>\n<style 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#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\">\nBioNTech shares fell nearly 7% in early trading and Moderna shares slid 3%<blockquote>BioNTech股价早盘下跌近7%，Moderna股价下跌3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-23 23:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>BioNTech shares fell nearly 7% in early trading and Moderna shares slid 3%.<img src=\"https://static.tigerbbs.com/89a99816fada5bf2c2120b3cda678cb6\" tg-width=\"871\" tg-height=\"599\" width=\"100%\" height=\"auto\">The U.S. government asked a federal appeals court to immediately lift a court-ordered stay on a sweeping workplace COVID-19 vaccine rule to avoid \"enormous\" harm to public health, or alternatively to allow a masking-and-testing requirement, according to a court filing.</p><p><blockquote>BioNTech股价早盘下跌近7%，Moderna股价下跌3%。根据一份法庭文件，美国政府要求联邦上诉法院立即取消法院下令暂停一项全面的工作场所新冠肺炎疫苗规则，以避免对公共健康造成“巨大”伤害，或者允许掩蔽和测试要求。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119603099","content_text":"BioNTech shares fell nearly 7% in early trading and Moderna shares slid 3%.The U.S. government asked a federal appeals court to immediately lift a court-ordered stay on a sweeping workplace COVID-19 vaccine rule to avoid \"enormous\" harm to public health, or alternatively to allow a masking-and-testing requirement, according to a court filing.","news_type":1,"symbols_score_info":{"BNTX":0.9}},"isVote":1,"tweetType":1,"viewCount":3681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875076570,"gmtCreate":1637592414989,"gmtModify":1637592415086,"author":{"id":"3574428256060280","authorId":"3574428256060280","name":"KinKin","avatar":"https://static.tigerbbs.com/b4f58c29c0c165071cb594bd19ce588a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574428256060280","idStr":"3574428256060280"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875076570","repostId":"2185872821","repostType":4,"isVote":1,"tweetType":1,"viewCount":3712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876907118,"gmtCreate":1637247684222,"gmtModify":1637247684325,"author":{"id":"3574428256060280","authorId":"3574428256060280","name":"KinKin","avatar":"https://static.tigerbbs.com/b4f58c29c0c165071cb594bd19ce588a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574428256060280","idStr":"3574428256060280"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876907118","repostId":"1171650346","repostType":4,"repost":{"id":"1171650346","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637247556,"share":"https://www.laohu8.com/m/news/1171650346?lang=zh_CN&edition=full","pubTime":"2021-11-18 22:59","market":"us","language":"en","title":"Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171650346","media":"Tiger Newspress","summary":"Semiconductor stocks climbed in morning trading.Nvidia,AMD,GlobalFoundries,TSMC,ASML,Micron Technolo","content":"<p>Semiconductor stocks climbed in morning trading.Nvidia,AMD,GlobalFoundries,TSMC,ASML,Micron Technology and Qualcomm rose between 2% and 11%.</p><p><blockquote>半导体股早盘上涨。英伟达、AMD、格芯、台积电、ASML、美光科技和高通涨幅在2%至11%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/299bd7bc3695657a76434e3d339f30ad\" tg-width=\"409\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Nvidia reported record sales and beat on earnings again;</p><p><blockquote>英伟达公布创纪录的销售额和盈利再次超出预期；</blockquote></p><p> Ford explores buying chips directly from GlobalFoundries to offset shortage;</p><p><blockquote>福特探索直接从格芯购买芯片以弥补短缺；</blockquote></p><p> ASML sees around $2.27 bln in sales in China in 2021, 2022 - CFO.</p><p><blockquote>ASML首席财务官预计2021年和2022年在中国的销售额约为22.7亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</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; 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-18 22:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor stocks climbed in morning trading.Nvidia,AMD,GlobalFoundries,TSMC,ASML,Micron Technology and Qualcomm rose between 2% and 11%.</p><p><blockquote>半导体股早盘上涨。英伟达、AMD、格芯、台积电、ASML、美光科技和高通涨幅在2%至11%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/299bd7bc3695657a76434e3d339f30ad\" tg-width=\"409\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Nvidia reported record sales and beat on earnings again;</p><p><blockquote>英伟达公布创纪录的销售额和盈利再次超出预期；</blockquote></p><p> Ford explores buying chips directly from GlobalFoundries to offset shortage;</p><p><blockquote>福特探索直接从格芯购买芯片以弥补短缺；</blockquote></p><p> ASML sees around $2.27 bln in sales in China in 2021, 2022 - CFO.</p><p><blockquote>ASML首席财务官预计2021年和2022年在中国的销售额约为22.7亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","MU":"美光科技","GFS":"GLOBALFOUNDRIES Inc.","QCOM":"高通","AMD":"美国超微公司","NVDA":"英伟达","TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171650346","content_text":"Semiconductor stocks climbed in morning trading.Nvidia,AMD,GlobalFoundries,TSMC,ASML,Micron Technology and Qualcomm rose between 2% and 11%.\n\nNvidia reported record sales and beat on earnings again;\nFord explores buying chips directly from GlobalFoundries to offset shortage;\nASML sees around $2.27 bln in sales in China in 2021, 2022 - CFO.","news_type":1,"symbols_score_info":{"TSM":0.9,"GFS":0.9,"AMD":0.9,"NVDA":0.9,"ASML":0.9,"QCOM":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":3251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}