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KinKin
KinKin
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2021-12-19
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KinKin
KinKin
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2021-12-16
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KinKin
KinKin
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2021-12-10
Ho
Vaccine stocks dropped in morning trading<blockquote>疫苗股早盘交易中下跌</blockquote>
Vaccine stocks dropped in morning trading.Moderna,BioNTech and Novavax fell between 2% and 11%.
Vaccine stocks dropped in morning trading<blockquote>疫苗股早盘交易中下跌</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
·
2021-11-29
Hi
Spotify Stock: Buy the Dip to Early-October Levels?<blockquote>Spotify 股票：逢低买入至 10 月初水平？</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：逢低买入至 10 月初水平？</blockquote>
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KinKin
KinKin
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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
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2021-11-26
Hi
7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据，感恩节风险敞口最大的 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>根据美国银行的数据，感恩节风险敞口最大的 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
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2021-11-18
Hi
Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote>
Semiconductor stocks climbed in morning trading.Nvidia,AMD,GlobalFoundries,TSMC,ASML,Micron Technolo
Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote>
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class=\"title\">\nVaccine stocks dropped in morning trading<blockquote>疫苗股早盘交易中下跌</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>疫苗股在早盘交易中下跌。Moderna、BioNTech 和 Novavax 下跌 2% 至 11%。</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":{"NVAX":"诺瓦瓦克斯医药","MRNA":"Moderna, Inc.","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":{"NVAX":0.9,"BNTX":0.9,"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":4194,"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,"idStr":"3574428256060280","authorIdStr":"3574428256060280"},"themes":[],"title":"","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":4033,"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,"idStr":"3574428256060280","authorIdStr":"3574428256060280"},"themes":[],"title":"","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.laohunote.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：逢低买入至 10 月初水平？</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 月份大幅下跌。一些人可能认为这一举动是看跌的，而另一些人则可能认为这是一个以更低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。这些数字让投资者兴奋不已，Spotify 股价迅速上涨近 15%。支撑乐观情绪的关键指标是该平台的 MAU（月活跃用户）比上一年大幅增长，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，在财报公布近一个月后，股价下跌了10%，回到了10月初的水平。如今，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>SPOT 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，在该公司第三季度业绩公布后不久，Spotify 股价从 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>这种下降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的人来说，可能存在逢低买入的机会，但认为该现货可能过于昂贵或被高估。如今，Spotify 的交易价格为过去 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，而是一个音频平台。因此，在计算股票的公允价值时，人们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 财报： 为什么第三季度业绩导致股价飙升 ”中讨论的那样，播客是当今 Spotify 最相关的增长动力之一。流媒体音频的这一细分市场正在快速扩张，并可能在可预见的未来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>随着广告支持的帐户以与付费用户相同的速度增长，播客货币化是Spotify下一步的关键。我们认为这可能是推动 Spotify 股价在未来走高的催化剂——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 主导音频流媒体</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有别于竞争对手。例如，苹果和亚马逊也在继续投入大量现金，以提高其平台的内容产品。</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，让Spotify脱颖而出的是它在音频流媒体领域的足迹。尽管有增长前景，但市场仍然集中在少数参与者手中，这与视频流不同。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>对播客的投资只会帮助Spotify在未来几年确立自己的领先地位。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会被证明是一个好的长期策略，因为短期内的波动性不太可能消退。</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：逢低买入至 10 月初水平？</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：逢低买入至 10 月初水平？</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 月份大幅下跌。一些人可能认为这一举动是看跌的，而另一些人则可能认为这是一个以更低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。这些数字让投资者兴奋不已，Spotify 股价迅速上涨近 15%。支撑乐观情绪的关键指标是该平台的 MAU（月活跃用户）比上一年大幅增长，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，在财报公布近一个月后，股价下跌了10%，回到了10月初的水平。如今，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>SPOT 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，在该公司第三季度业绩公布后不久，Spotify 股价从 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>这种下降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的人来说，可能存在逢低买入的机会，但认为该现货可能过于昂贵或被高估。如今，Spotify 的交易价格为过去 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，而是一个音频平台。因此，在计算股票的公允价值时，人们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 财报： 为什么第三季度业绩导致股价飙升 ”中讨论的那样，播客是当今 Spotify 最相关的增长动力之一。流媒体音频的这一细分市场正在快速扩张，并可能在可预见的未来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>随着广告支持的帐户以与付费用户相同的速度增长，播客货币化是Spotify下一步的关键。我们认为这可能是推动 Spotify 股价在未来走高的催化剂——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 主导音频流媒体</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有别于竞争对手。例如，苹果和亚马逊也在继续投入大量现金，以提高其平台的内容产品。</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，让Spotify脱颖而出的是它在音频流媒体领域的足迹。尽管有增长前景，但市场仍然集中在少数参与者手中，这与视频流不同。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>对播客的投资只会帮助Spotify在未来几年确立自己的领先地位。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会被证明是一个好的长期策略，因为短期内的波动性不太可能消退。</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":5052,"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,"idStr":"3574428256060280","authorIdStr":"3574428256060280"},"themes":[],"title":"","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.laohunote.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; 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(NAPA).</p><p><blockquote>这些公司是金宝汤公司 (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)、麦考密克公司 (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>“分析师们说：”我们调查了各公司对感恩节顶级菜肴的接触情况： 火鸡、馅料、晚餐卷、肉汁、四季豆砂锅、土豆、通心粉和奶酪甜点和葡萄酒。“总体而言，CPB、GIS、KHC、CAG、MKC、HRL 和 NAPA 是暴露最多的。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>暴露于感恩节大餐趋势的主要公司。（资料来源：美国银行）感恩节“盘子中心”项目看到更多定价权</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“白天喝酒”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、土豆泥还是棉花糖甘薯，传统的还是基于植物的选择，他们都可能在通货膨胀冲击食品价格的情况下支付更多费用。</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（BofA Global Research）高级食品和饮料分析师布莱恩-斯皮兰（Bryan Spillane）告诉雅虎财经直播（上图视频）：”通常情况下，当你看到更多的盘子中央类型的食品时，历史上并没有太大的定价权。“但今年不同寻常的是，出现了这种情况。尤其是食品公司，在年中就开始提价，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>尽管如此，斯皮兰补充说，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反击，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这种压力？”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胃口</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>最具上行或下行潜力的顶级公司是金宝公司，美国银行给予其“跑输大盘”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>“斯皮兰说：”坎贝尔在几个问题上苦苦挣扎。“一是他们正在经历大量的通货膨胀。他们的产品组合有点偏向.中低收入家庭。因此，这可能是一个在传递这些价格方面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，这家标志性的汤品公司也直接和间接地面临着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品制造商麦考密克公司“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>斯皮兰说，麦考密克 “仍在以溢价进行交易”，他补充说，虽然在过去的 18 个月里，人们在家做饭的次数增加了，但 “在某个时候，随着情况的缓和，你会看到更少的在家做饭的行为。这将给麦考密克带来悬念”。</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，尤其是在通胀环境下。</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>“他解释说：”好时是一个仍在强劲增长的品类，仍然有很多产品创新，而且定价权也得到了证明，我们认为好时已经做好了充分准备，也许不仅仅是保护利润率，也许还能在我们经历一些通货膨胀的过程中提高利润率。</blockquote></p><p> BofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.</p><p><blockquote>美国银行还给予炉顶填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 已做好充分准备，可以抓住与经济衰退和食品储藏室库存相关的不断变化的消费者需求模式，而高于平均水平的债务水平抵消了这些变化。</blockquote></p><p></p>","source":"lsy1612507957220","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>7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据，感恩节风险敞口最大的 7 只股票</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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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>根据美国银行的数据，感恩节风险敞口最大的 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、低库存和不断变化的消费者行为的情况下，哪些公司最有可能接触到顶级节日菜肴。</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>这些公司是金宝汤公司 (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)、麦考密克公司 (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>“分析师们说：”我们调查了各公司对感恩节顶级菜肴的接触情况： 火鸡、馅料、晚餐卷、肉汁、四季豆砂锅、土豆、通心粉和奶酪甜点和葡萄酒。“总体而言，CPB、GIS、KHC、CAG、MKC、HRL 和 NAPA 是暴露最多的。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>暴露于感恩节大餐趋势的主要公司。（资料来源：美国银行）感恩节“盘子中心”项目看到更多定价权</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“白天喝酒”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、土豆泥还是棉花糖甘薯，传统的还是基于植物的选择，他们都可能在通货膨胀冲击食品价格的情况下支付更多费用。</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（BofA Global Research）高级食品和饮料分析师布莱恩-斯皮兰（Bryan Spillane）告诉雅虎财经直播（上图视频）：”通常情况下，当你看到更多的盘子中央类型的食品时，历史上并没有太大的定价权。“但今年不同寻常的是，出现了这种情况。尤其是食品公司，在年中就开始提价，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>尽管如此，斯皮兰补充说，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反击，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这种压力？”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胃口</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>最具上行或下行潜力的顶级公司是金宝公司，美国银行给予其“跑输大盘”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>“斯皮兰说：”坎贝尔在几个问题上苦苦挣扎。“一是他们正在经历大量的通货膨胀。他们的产品组合有点偏向.中低收入家庭。因此，这可能是一个在传递这些价格方面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，这家标志性的汤品公司也直接和间接地面临着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品制造商麦考密克公司“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>斯皮兰说，麦考密克 “仍在以溢价进行交易”，他补充说，虽然在过去的 18 个月里，人们在家做饭的次数增加了，但 “在某个时候，随着情况的缓和，你会看到更少的在家做饭的行为。这将给麦考密克带来悬念”。</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，尤其是在通胀环境下。</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>“他解释说：”好时是一个仍在强劲增长的品类，仍然有很多产品创新，而且定价权也得到了证明，我们认为好时已经做好了充分准备，也许不仅仅是保护利润率，也许还能在我们经历一些通货膨胀的过程中提高利润率。</blockquote></p><p> BofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.</p><p><blockquote>美国银行还给予炉顶填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 已做好充分准备，可以抓住与经济衰退和食品储藏室库存相关的不断变化的消费者需求模式，而高于平均水平的债务水平抵消了这些变化。</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","HRL":"荷美尔","CPB":"金宝汤","GIS":"通用磨坊"},"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":{"KHC":0.9,"MKC":0.9,"NAPA":0.9,"HRL":0.9,"CPB":0.9,"GIS":0.9,"CAG":0.9}},"isVote":1,"tweetType":1,"viewCount":4762,"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,"idStr":"3574428256060280","authorIdStr":"3574428256060280"},"themes":[],"title":"","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.laohunote.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解除法院下令暂停全面工作场所新冠肺炎疫苗规则的禁令，以避免对公共健康造成“巨大”损害，或者允许掩蔽和检测要求。</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解除法院下令暂停全面工作场所新冠肺炎疫苗规则的禁令，以避免对公共健康造成“巨大”损害，或者允许掩蔽和检测要求。</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":4823,"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,"idStr":"3574428256060280","authorIdStr":"3574428256060280"},"themes":[],"title":"","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":4836,"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,"idStr":"3574428256060280","authorIdStr":"3574428256060280"},"themes":[],"title":"","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.laohunote.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>半导体股早盘上涨</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>半导体股早盘攀升.英伟达、AMD、GlobalFoundries、台积电、ASML、美光科技和高通上涨2%至11%。</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>英伟达公布销售额创历史新高，盈利再次超出预期；</blockquote></p><p> Ford explores buying chips directly from GlobalFoundries to offset shortage;</p><p><blockquote>福特探索直接从全球代工厂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 预计 2021 年和 2022 年在中国的销售额约为 22.7 亿美元 - 首席财务官。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-18 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>半导体股早盘攀升.英伟达、AMD、GlobalFoundries、台积电、ASML、美光科技和高通上涨2%至11%。</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>英伟达公布销售额创历史新高，盈利再次超出预期；</blockquote></p><p> Ford explores buying chips directly from GlobalFoundries to offset shortage;</p><p><blockquote>福特探索直接从全球代工厂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 预计 2021 年和 2022 年在中国的销售额约为 22.7 亿美元 - 首席财务官。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","NVDA":"英伟达","QCOM":"高通","MU":"美光科技","AMD":"美国超微公司","ASML":"阿斯麦","GFS":"GLOBALFOUNDRIES Inc."},"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":{"AMD":0.9,"NVDA":0.9,"ASML":0.9,"QCOM":0.9,"GFS":0.9,"MU":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":4172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}