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- joshua0111joshua0111
  ·2021-10-01
  Nice
  非常抱歉，此主贴已删除
  3,943 评论
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- joshua0111joshua0111
  ·2021-09-30
  Nice
  非常抱歉，此主贴已删除
  2,281 评论
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- joshua0111joshua0111
  ·2021-09-29
  Nice
  Square Partners with TikTok to Tap into New Market<blockquote>Square与TikTok合作开拓新市场</blockquote>
  Financial services company Square said it was partnering with TikTok to make it easier for users to
  Square Partners with TikTok to Tap into New Market<blockquote>Square与TikTok合作开拓新市场</blockquote>
  2,189 1
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- joshua0111joshua0111
  ·2021-09-28
  Nice
  非常抱歉，此主贴已删除
  2,712 评论
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- joshua0111joshua0111
  ·2021-09-27
  Nice
  ASML: It's Time To Take Profits<blockquote>ASML：是时候获利了结了</blockquote>
  Summary We wrote a bullish article on ASML more than two years ago, since then it has significantly
  ASML: It's Time To Take Profits<blockquote>ASML：是时候获利了结了</blockquote>
  3,667 评论
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- joshua0111joshua0111
  ·2021-09-25
  Nice
  5 Top Consumer Stocks To Watch Ahead Of October 2021<blockquote>2021年10月之前值得关注的5只顶级消费股</blockquote>
  Do You Have These Top Consumer Stocks On Your Radar Now? The past trading week has been exciting, to
  5 Top Consumer Stocks To Watch Ahead Of October 2021<blockquote>2021年10月之前值得关注的5只顶级消费股</blockquote>
  3,782 1
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- joshua0111joshua0111
  ·2021-09-24
  Nice
  非常抱歉，此主贴已删除
  3,360 1
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- joshua0111joshua0111
  ·2021-09-23
  Nice
  US Services PMI Plunges To 14-Month Low As Input Prices Soar<blockquote>由于投入价格飙升，美国服务业PMI跌至14个月低点</blockquote>
  After August's surprising tumble in Markit's PMIs (Services much more so than Manufacturing), analys
  US Services PMI Plunges To 14-Month Low As Input Prices Soar<blockquote>由于投入价格飙升，美国服务业PMI跌至14个月低点</blockquote>
  2,720 评论
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- joshua0111joshua0111
  ·2021-09-22
  Nice
  非常抱歉，此主贴已删除
  2,617 2
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- joshua0111joshua0111
  ·2021-09-21
  Nice
  非常抱歉，此主贴已删除
  3,584 评论
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17:38","market":"us","language":"en","title":"Square Partners with TikTok to Tap into New Market<blockquote>Square与TikTok合作开拓新市场</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100002335","media":"Barrons","summary":"Financial services company Square said it was partnering with TikTok to make it easier for users to ","content":"<p>Financial services company Square said it was partnering with TikTok to make it easier for users to buy and sell products on the short-form video platform.</p><p><blockquote>金融服务公司Square表示，正在与TikTok合作，让用户更容易在短视频平台上买卖产品。</blockquote></p><p> The new integration, called Square x TikTok, lets sellers with a business account send their fans directly from TikTok videos, ads, and shopping tabs to their Square Online store.</p><p><blockquote>这项名为Square x TikTok的新集成允许拥有商业账户的卖家将他们的粉丝直接从TikTok视频、广告和购物标签发送到他们的Square在线商店。</blockquote></p><p> “We are constantly working to help sellers expand their online presence and reach new customers,” said David Rusenko, head of eCommerce at Square (ticker:SQ). “Online sales have long been a significant revenue driver for merchants and will only continue to become more vital. We’re looking forward to helping our sellers tap into a valuable, rapidly expanding new customer base on TikTok.”</p><p><blockquote>Square（股票代码：SQ）电子商务主管David Rusenko表示：“我们一直致力于帮助卖家扩大在线业务并吸引新客户。”“长期以来，在线销售一直是商家的重要收入驱动力，而且只会继续变得更加重要。我们期待帮助我们的卖家在TikTok上挖掘宝贵的、快速扩大的新客户群。”</blockquote></p><p> With nearly 50% of TikTok’s one billion active users saying they have purchased something after seeing it advertised on the app, the partnership presents a significant growth opportunity for Square’s (SQ) online store division. A standard Square Online store account charges sellers a 2.9% processing rate, plus 30 cents, per transaction.</p><p><blockquote>TikTok 10亿活跃用户中有近50%表示，他们在看到应用程序上的广告后购买了某样东西，此次合作为Square(SQ)在线商店部门带来了重大增长机会。一个标准的Square在线商店账户向卖家收取每笔交易2.9%的处理费，外加30美分。</blockquote></p><p> The announcement coincides with TikTok’s unveiling of an expansive digital marketing initiative called TikTok World that seeks to serve as a one-stop-shop for digital marketing solutions on the platform.</p><p><blockquote>这一声明恰逢TikTok推出了一项名为TikTok World的大型数字营销计划，该计划旨在为平台上的数字营销解决方案提供一站式服务。</blockquote></p><p> Sellers can apply for the beta version of Square x TikTok, which will be rolled out en masse shortly.</p><p><blockquote>卖家可以申请Square x TikTok的测试版，该测试版将很快大规模推出。</blockquote></p><p> The announcement was overshadowed on a day that saw Square stock fall 5.8% Tuesday after&nbsp;MasterCard&nbsp;announced it was rolling out “buy now, pay later” services. Square agreed to buy BNPL company Afterpay for $29 billion in August. Shares of Square were also affected by rising bond yields, which tend to push down the prices of expensive growth stocks.</p><p><blockquote>周二，万事达卡宣布推出“先买后付”服务后，Square股价下跌5.8%，这一消息给这一消息蒙上了阴影。Square于8月份同意以290亿美元收购BNPL公司Afterpay。Square的股价也受到债券收益率上升的影响，这往往会压低昂贵的成长型股票的价格。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Square Partners with TikTok to Tap into New Market<blockquote>Square与TikTok合作开拓新市场</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\">\nSquare Partners with TikTok to Tap into New Market<blockquote>Square与TikTok合作开拓新市场</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-29 17:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Financial services company Square said it was partnering with TikTok to make it easier for users to buy and sell products on the short-form video platform.</p><p><blockquote>金融服务公司Square表示，正在与TikTok合作，让用户更容易在短视频平台上买卖产品。</blockquote></p><p> The new integration, called Square x TikTok, lets sellers with a business account send their fans directly from TikTok videos, ads, and shopping tabs to their Square Online store.</p><p><blockquote>这项名为Square x TikTok的新集成允许拥有商业账户的卖家将他们的粉丝直接从TikTok视频、广告和购物标签发送到他们的Square在线商店。</blockquote></p><p> “We are constantly working to help sellers expand their online presence and reach new customers,” said David Rusenko, head of eCommerce at Square (ticker:SQ). “Online sales have long been a significant revenue driver for merchants and will only continue to become more vital. We’re looking forward to helping our sellers tap into a valuable, rapidly expanding new customer base on TikTok.”</p><p><blockquote>Square（股票代码：SQ）电子商务主管David Rusenko表示：“我们一直致力于帮助卖家扩大在线业务并吸引新客户。”“长期以来，在线销售一直是商家的重要收入驱动力，而且只会继续变得更加重要。我们期待帮助我们的卖家在TikTok上挖掘宝贵的、快速扩大的新客户群。”</blockquote></p><p> With nearly 50% of TikTok’s one billion active users saying they have purchased something after seeing it advertised on the app, the partnership presents a significant growth opportunity for Square’s (SQ) online store division. A standard Square Online store account charges sellers a 2.9% processing rate, plus 30 cents, per transaction.</p><p><blockquote>TikTok 10亿活跃用户中有近50%表示，他们在看到应用程序上的广告后购买了某样东西，此次合作为Square(SQ)在线商店部门带来了重大增长机会。一个标准的Square在线商店账户向卖家收取每笔交易2.9%的处理费，外加30美分。</blockquote></p><p> The announcement coincides with TikTok’s unveiling of an expansive digital marketing initiative called TikTok World that seeks to serve as a one-stop-shop for digital marketing solutions on the platform.</p><p><blockquote>这一声明恰逢TikTok推出了一项名为TikTok World的大型数字营销计划，该计划旨在为平台上的数字营销解决方案提供一站式服务。</blockquote></p><p> Sellers can apply for the beta version of Square x TikTok, which will be rolled out en masse shortly.</p><p><blockquote>卖家可以申请Square x TikTok的测试版，该测试版将很快大规模推出。</blockquote></p><p> The announcement was overshadowed on a day that saw Square stock fall 5.8% Tuesday after&nbsp;MasterCard&nbsp;announced it was rolling out “buy now, pay later” services. Square agreed to buy BNPL company Afterpay for $29 billion in August. Shares of Square were also affected by rising bond yields, which tend to push down the prices of expensive growth stocks.</p><p><blockquote>周二，万事达卡宣布推出“先买后付”服务后，Square股价下跌5.8%，这一消息给这一消息蒙上了阴影。Square于8月份同意以290亿美元收购BNPL公司Afterpay。Square的股价也受到债券收益率上升的影响，这往往会压低昂贵的成长型股票的价格。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/square-tiktok-51632861008?mod=hp_DAY_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/square-tiktok-51632861008?mod=hp_DAY_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100002335","content_text":"Financial services company Square said it was partnering with TikTok to make it easier for users to buy and sell products on the short-form video platform.\nThe new integration, called Square x TikTok, lets sellers with a business account send their fans directly from TikTok videos, ads, and shopping tabs to their Square Online store.\n\n“We are constantly working to help sellers expand their online presence and reach new customers,” said David Rusenko, head of eCommerce at Square (ticker:SQ). “Online sales have long been a significant revenue driver for merchants and will only continue to become more vital. We’re looking forward to helping our sellers tap into a valuable, rapidly expanding new customer base on TikTok.”\nWith nearly 50% of TikTok’s one billion active users saying they have purchased something after seeing it advertised on the app, the partnership presents a significant growth opportunity for Square’s (SQ) online store division. A standard Square Online store account charges sellers a 2.9% processing rate, plus 30 cents, per transaction.\nThe announcement coincides with TikTok’s unveiling of an expansive digital marketing initiative called TikTok World that seeks to serve as a one-stop-shop for digital marketing solutions on the platform.\nSellers can apply for the beta version of Square x TikTok, which will be rolled out en masse shortly.\nThe announcement was overshadowed on a day that saw Square stock fall 5.8% Tuesday after MasterCard announced it was rolling out “buy now, pay later” services. Square agreed to buy BNPL company Afterpay for $29 billion in August. Shares of Square were also affected by rising bond yields, which tend to push down the prices of expensive growth stocks.","news_type":1,"symbols_score_info":{"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":2189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862106604,"gmtCreate":1632841094260,"gmtModify":1632841094331,"author":{"id":"3579878222573636","authorId":"3579878222573636","name":"joshua0111","avatar":"https://static.tigerbbs.com/662a143659b3954c78c2e0a2c91c466b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579878222573636","authorIdStr":"3579878222573636"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862106604","repostId":"2170670501","repostType":4,"isVote":1,"tweetType":1,"viewCount":2712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866827552,"gmtCreate":1632755051776,"gmtModify":1632798056549,"author":{"id":"3579878222573636","authorId":"3579878222573636","name":"joshua0111","avatar":"https://static.tigerbbs.com/662a143659b3954c78c2e0a2c91c466b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579878222573636","authorIdStr":"3579878222573636"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866827552","repostId":"1123391790","repostType":4,"repost":{"id":"1123391790","kind":"news","pubTimestamp":1632754543,"share":"https://www.laohu8.com/m/news/1123391790?lang=zh_CN&edition=full","pubTime":"2021-09-27 22:55","market":"us","language":"en","title":"ASML: It's Time To Take Profits<blockquote>ASML：是时候获利了结了</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123391790","media":"Seeking Alpha","summary":"Summary\n\nWe wrote a bullish article on ASML more than two years ago, since then it has significantly","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>We wrote a bullish article on ASML more than two years ago, since then it has significantly outperformed both the S&amp;P500 and our own expectations.</li>  <li>ASML is firing on all cylinders, but the valuation has become extremely stretched and we believe it is time to take profits or at least reduce the position.</li>  <li>We are positive on the company's fundamentals and still believe extreme ultraviolet technology is the future of chip manufacturing.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbbfa8ed4239d6e8d29d42367fc89fa\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>两年多前，我们写了一篇关于ASML的看涨文章，从那时起，它的表现就显着优于标准普尔500指数和我们自己的预期。</li><li>ASML正在全力以赴，但估值已经变得极度紧张，我们认为是时候获利了结或至少减少头寸了。</li><li>我们对该公司的基本面持乐观态度，并且仍然相信极紫外技术是芯片制造的未来。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> We wrote a&nbsp;bullish article&nbsp;on ASML(NASDAQ:ASML)&nbsp;more than two years ago, since then it has significantly outperformed both the S&amp;P500 and our own expectations.</p><p><blockquote>两年多前，我们写了一篇关于ASML（纳斯达克股票代码：ASML）的看涨文章，此后该公司的表现显着优于标准普尔500指数和我们自己的预期。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebeefb02d1c446db8e52248f8743ecf3\" tg-width=\"257\" tg-height=\"202\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求阿尔法</span></p></blockquote></p><p> Part of our thesis was that the industry was becoming a natural monopoly since few could match the extreme investment and R&amp;D needed, this is what we said back then:</p><p><blockquote>我们的部分论点是，该行业正在成为自然垄断，因为很少有人能够匹配所需的极端投资和研发，这就是我们当时所说的：</blockquote></p><p>   Increasing complexity and R&amp;D costs have raised the stakes to a point where few companies will be able to compete in the future, increasing returns for the few left standing.  We also mentioned that the time had come for years of significant R&amp;D investment to pay off, and it seems we were right given the exponential growth in its gross profit as seen in the graph below.</p><p><blockquote>日益增加的复杂性和研发成本已经将赌注提高到了未来很少有公司能够竞争的程度，从而增加了少数留下来的公司的回报。我们还提到，多年来的大量研发投资获得回报的时候到了，考虑到其毛利润的指数增长，我们似乎是对的，如下图所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7695b604564361609481c3be5ba51ee5\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> While shares deserve a high price/sales multiple given the record gross profit margins, we believe it has gotten too stretched at ~18x.</p><p><blockquote>虽然考虑到创纪录的毛利率，该股理应获得较高的市销率，但我们认为约18倍的市销率已经过高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b58849fe01d66780fe4568ad581e3496\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Part of the bullish thesis with ASML is that despite the cyclicality of its revenue, it's easy to observe that there is also a secular trend higher. ASML is increasing its market share and the industry is becoming almost a monopoly. ASML is turning out to be the only game in town when it comes to extreme ultraviolet (EUV) equipment, and customers are buying more equipment to meet the increases in semiconductor demand.</p><p><blockquote>ASML看涨论点的一部分是，尽管其收入具有周期性，但很容易观察到也有长期走高的趋势。ASML正在增加其市场份额，该行业几乎成为垄断。事实证明，在极紫外(EUV)设备方面，ASML是唯一的游戏，客户正在购买更多设备来满足半导体需求的增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1846ea5e83cafd797cb6cc34fb9b9aa4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> As revenue increases and the company becomes more successful it is not reducing R&amp;D expense, but instead is doubling down with more money dedicated than ever to R&amp;D. We like that the company keeps investing in its future, and this will make it increasingly difficult for competitors to ever catch up.</p><p><blockquote>随着收入的增加和公司变得更加成功，它并没有减少R&amp;D费用，而是加倍投入比以往更多的资金用于R&amp;D。我们喜欢该公司不断投资于其未来，这将使竞争对手越来越难以赶上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/640dbaeb6546cb17ae3d44efe00a9dbc\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> When we wrote the bullish article in 2019 shares were trading at an EV/EBITDA of ~18x, and now shares are almost 3x times more expensive based on this valuation multiple. Share price increases have clearly surpassed increases in profitability. We believe this is not sustainable and either business fundamentals catch up with the share price, or the share price adjusts to a more reasonable multiple.</p><p><blockquote>当我们在2019年撰写这篇看涨文章时，股价的EV/EBITDA约为18倍，而现在基于这一估值倍数，股价几乎高出3倍。股价的涨幅显然超过了盈利能力的涨幅。我们认为这是不可持续的，要么业务基本面赶上股价，要么股价调整到更合理的倍数。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0e53eb278ed1ce84114574a338bf8b5\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> One thing that has not changed is the strength of the company's balance sheet. The company continues to have a net positive cash position and a very healthy quick ratio above 1.0 having more quick assets than current liabilities.</p><p><blockquote>有一点没有改变，那就是公司资产负债表的实力。该公司继续拥有净正现金头寸，速动比率非常健康，高于1.0，速动资产多于流动负债。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49a616b21047d8945929adab5654c491\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Back in 2019 the dividend was ~1%, and the company had just announced that it intended to increase it by 50%. Today, while the company continues rewarding shareholders with a dividend and share repurchases, the yield has become a minuscule 0.38%. The shareholder yield, which incorporates both the dividend and share repurchases, is a little better at 2% compared to ~3% back in 2019. These statistics and dividend compression reflect how expensive shares have gotten. We also think that share buybacks should be postponed until the share price is closer to the intrinsic value of the company.</p><p><blockquote>早在2019年，股息约为1%，该公司刚刚宣布打算将股息增加50%。如今，虽然该公司继续通过股息和股票回购来回报股东，但收益率已降至微不足道的0.38%。包括股息和股票回购在内的股东收益率略好于2%，而2019年约为3%。这些统计数据和股息压缩反映了股票变得多么昂贵。我们还认为，股票回购应该推迟，直到股价更接近公司的内在价值。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16e4d38a523ce2586faa9b0e572aaadb\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Finally, the forward P/E ratio does an excellent job capturing how expensive shares have gotten. Back in 2019 shares were trading at a TTM and forward P/E of ~24x each. Both of these multiples have more than doubled since then.</p><p><blockquote>最后，远期市盈率很好地捕捉了股票的价格。早在2019年，股票的TTM和远期市盈率均约为24倍。自那时以来，这两个倍数都增加了一倍多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe1468398d132f9200083378aa535dd7\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Competitive Advantages</b></p><p><blockquote><b>竞争优势</b></blockquote></p><p> What we predicted about ASML's competitive advantages becoming stronger has come to pass. ASML is basically selling all the machines it can manufacture with its&nbsp;order book filling, and it is projecting a&nbsp;trillion dollar semiconductor market&nbsp;by 2030, twice its size today. Given the strength of their current offering and the fact that the company is still investing heavily in R&amp;D to further improve the machines, it is likely that ASML will capture a lot of the CapEx needed to double the production capacity of the industry.</p><p><blockquote>我们预测的ASML竞争优势变得更强的事情已经成为现实。ASML基本上正在销售其订单填充所能制造的所有机器，并预计到2030年半导体市场将达到1万亿美元，是目前规模的两倍。鉴于其当前产品的实力以及该公司仍在研发上投入巨资以进一步改进机器的事实，ASML很可能会获得将该行业产能翻倍所需的大量资本支出。</blockquote></p><p> Looking back, this was our reasoning back then which led us to predict the company would come to dominate its industry:</p><p><blockquote>回想起来，这就是我们当时的推理，让我们预测该公司将主导其行业：</blockquote></p><p> While we believe the market is currently valuing ASML as a high-quality technology company with significant growth opportunities ahead, it appears the market is missing just how critical EUV lithography technology can become.</p><p><blockquote>虽然我们认为市场目前将ASML视为一家未来具有巨大增长机会的优质技术公司，但市场似乎忽略了EUV光刻技术的重要性。</blockquote></p><p> The investments to keep Moore's Law alive and technology nodes shrinking are rising quickly as the complexity of the machines increases and the needed R&amp;D investments go up. This raises the stakes with every new generation forcing competitors out, giving the few remaining companies more pricing power and making their intellectual property more valuable. Some analysts however are starting to grasp the significance of these developments. For example, InsingerGilissen Bankiers analyst Jos Versteeg&nbsp;told Bloomberg:</p><p><blockquote>随着机器复杂性的增加和所需的R&amp;D投资的增加，保持摩尔定律和技术节点萎缩的投资正在迅速增加。这增加了风险，每一代新一代都会迫使竞争对手出局，给剩下的少数公司更多的定价权，并使他们的知识产权更有价值。然而，一些分析师开始理解这些发展的重要性。例如，InsingerGilissen Bankiers分析师Jos Versteeg告诉彭博社：</blockquote></p><p> ASML sees in its order portfolio it looks well for overall 2019, for a major part because it moves into EUV, in which they are the only player. The future for the coming seven years looks very bright.</p><p><blockquote>ASML认为其订单组合在2019年整体情况良好，这在很大程度上是因为它进入了EUV，而他们是唯一的参与者。未来七年的前景看起来非常光明。</blockquote></p><p> These are incredibly complex machines that&nbsp;weigh more than a 100 tons, require the use of high-powered lasers and plasma, and took years and&nbsp;incredible amounts of engineering ingenuity&nbsp;to get to work.</p><p><blockquote>这些都是极其复杂的机器，重量超过100吨，需要使用高功率激光和等离子体，并且需要数年时间和令人难以置信的工程创造力才能工作。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973b1626dc094982f58ff77dc14b4098\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: ASML investor presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ASML投资者介绍</span></p></blockquote></p><p> Not only is EUV lithography technology critical to keep shrinking technology nodes, but its adoption also has some side benefits for customers. These include cycle time reductions, process simplification, and cost reductions.</p><p><blockquote>EUV光刻技术不仅对于保持缩小技术节点至关重要，而且其采用也为客户带来了一些附带好处。其中包括缩短周期时间、简化流程和降低成本。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2abd6a60053e447cab0b1f2abb3ed64\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Source: ASML investor presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ASML投资者介绍</span></p></blockquote></p><p> For these reasons several semiconductor technology leaders are building significant capacity for EUV systems.</p><p><blockquote>出于这些原因，一些半导体技术领导者正在为EUV系统建设大量产能。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> While ASML's fundamentals remain as strong as ever, we believe most of the good news is already reflected in the share price. We think right now is a good moment to sell, or at least pair down the investment. ASML is truly a one-of-a-kind company that dominates its industry in a way that rarely happens. It has left competitors in the dust and is growing with good profitability and attractive margins. However, at the end of the day a successful investment is as much the quality of the company as it is the price paid, and currently the price is very high.</p><p><blockquote>虽然ASML的基本面一如既往地强劲，但我们相信大部分好消息已经反映在股价中。我们认为现在是出售的好时机，或者至少是配对投资。ASML确实是一家独一无二的公司，以一种罕见的方式主导着行业。它已经将竞争对手远远甩在身后，并且正在以良好的盈利能力和有吸引力的利润率增长。然而，归根结底，一项成功的投资既取决于公司的质量，也取决于支付的价格，而目前价格非常高。</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>ASML: It's Time To Take Profits<blockquote>ASML：是时候获利了结了</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; 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}\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\">\nASML: It's Time To Take Profits<blockquote>ASML：是时候获利了结了</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-09-27 22:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>We wrote a bullish article on ASML more than two years ago, since then it has significantly outperformed both the S&amp;P500 and our own expectations.</li>  <li>ASML is firing on all cylinders, but the valuation has become extremely stretched and we believe it is time to take profits or at least reduce the position.</li>  <li>We are positive on the company's fundamentals and still believe extreme ultraviolet technology is the future of chip manufacturing.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbbfa8ed4239d6e8d29d42367fc89fa\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>两年多前，我们写了一篇关于ASML的看涨文章，从那时起，它的表现就显着优于标准普尔500指数和我们自己的预期。</li><li>ASML正在全力以赴，但估值已经变得极度紧张，我们认为是时候获利了结或至少减少头寸了。</li><li>我们对该公司的基本面持乐观态度，并且仍然相信极紫外技术是芯片制造的未来。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> We wrote a&nbsp;bullish article&nbsp;on ASML(NASDAQ:ASML)&nbsp;more than two years ago, since then it has significantly outperformed both the S&amp;P500 and our own expectations.</p><p><blockquote>两年多前，我们写了一篇关于ASML（纳斯达克股票代码：ASML）的看涨文章，此后该公司的表现显着优于标准普尔500指数和我们自己的预期。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebeefb02d1c446db8e52248f8743ecf3\" tg-width=\"257\" tg-height=\"202\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求阿尔法</span></p></blockquote></p><p> Part of our thesis was that the industry was becoming a natural monopoly since few could match the extreme investment and R&amp;D needed, this is what we said back then:</p><p><blockquote>我们的部分论点是，该行业正在成为自然垄断，因为很少有人能够匹配所需的极端投资和研发，这就是我们当时所说的：</blockquote></p><p>   Increasing complexity and R&amp;D costs have raised the stakes to a point where few companies will be able to compete in the future, increasing returns for the few left standing.  We also mentioned that the time had come for years of significant R&amp;D investment to pay off, and it seems we were right given the exponential growth in its gross profit as seen in the graph below.</p><p><blockquote>日益增加的复杂性和研发成本已经将赌注提高到了未来很少有公司能够竞争的程度，从而增加了少数留下来的公司的回报。我们还提到，多年来的大量研发投资获得回报的时候到了，考虑到其毛利润的指数增长，我们似乎是对的，如下图所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7695b604564361609481c3be5ba51ee5\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> While shares deserve a high price/sales multiple given the record gross profit margins, we believe it has gotten too stretched at ~18x.</p><p><blockquote>虽然考虑到创纪录的毛利率，该股理应获得较高的市销率，但我们认为约18倍的市销率已经过高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b58849fe01d66780fe4568ad581e3496\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Part of the bullish thesis with ASML is that despite the cyclicality of its revenue, it's easy to observe that there is also a secular trend higher. ASML is increasing its market share and the industry is becoming almost a monopoly. ASML is turning out to be the only game in town when it comes to extreme ultraviolet (EUV) equipment, and customers are buying more equipment to meet the increases in semiconductor demand.</p><p><blockquote>ASML看涨论点的一部分是，尽管其收入具有周期性，但很容易观察到也有长期走高的趋势。ASML正在增加其市场份额，该行业几乎成为垄断。事实证明，在极紫外(EUV)设备方面，ASML是唯一的游戏，客户正在购买更多设备来满足半导体需求的增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1846ea5e83cafd797cb6cc34fb9b9aa4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> As revenue increases and the company becomes more successful it is not reducing R&amp;D expense, but instead is doubling down with more money dedicated than ever to R&amp;D. We like that the company keeps investing in its future, and this will make it increasingly difficult for competitors to ever catch up.</p><p><blockquote>随着收入的增加和公司变得更加成功，它并没有减少R&amp;D费用，而是加倍投入比以往更多的资金用于R&amp;D。我们喜欢该公司不断投资于其未来，这将使竞争对手越来越难以赶上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/640dbaeb6546cb17ae3d44efe00a9dbc\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> When we wrote the bullish article in 2019 shares were trading at an EV/EBITDA of ~18x, and now shares are almost 3x times more expensive based on this valuation multiple. Share price increases have clearly surpassed increases in profitability. We believe this is not sustainable and either business fundamentals catch up with the share price, or the share price adjusts to a more reasonable multiple.</p><p><blockquote>当我们在2019年撰写这篇看涨文章时，股价的EV/EBITDA约为18倍，而现在基于这一估值倍数，股价几乎高出3倍。股价的涨幅显然超过了盈利能力的涨幅。我们认为这是不可持续的，要么业务基本面赶上股价，要么股价调整到更合理的倍数。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0e53eb278ed1ce84114574a338bf8b5\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> One thing that has not changed is the strength of the company's balance sheet. The company continues to have a net positive cash position and a very healthy quick ratio above 1.0 having more quick assets than current liabilities.</p><p><blockquote>有一点没有改变，那就是公司资产负债表的实力。该公司继续拥有净正现金头寸，速动比率非常健康，高于1.0，速动资产多于流动负债。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49a616b21047d8945929adab5654c491\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Back in 2019 the dividend was ~1%, and the company had just announced that it intended to increase it by 50%. Today, while the company continues rewarding shareholders with a dividend and share repurchases, the yield has become a minuscule 0.38%. The shareholder yield, which incorporates both the dividend and share repurchases, is a little better at 2% compared to ~3% back in 2019. These statistics and dividend compression reflect how expensive shares have gotten. We also think that share buybacks should be postponed until the share price is closer to the intrinsic value of the company.</p><p><blockquote>早在2019年，股息约为1%，该公司刚刚宣布打算将股息增加50%。如今，虽然该公司继续通过股息和股票回购来回报股东，但收益率已降至微不足道的0.38%。包括股息和股票回购在内的股东收益率略好于2%，而2019年约为3%。这些统计数据和股息压缩反映了股票变得多么昂贵。我们还认为，股票回购应该推迟，直到股价更接近公司的内在价值。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16e4d38a523ce2586faa9b0e572aaadb\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Finally, the forward P/E ratio does an excellent job capturing how expensive shares have gotten. Back in 2019 shares were trading at a TTM and forward P/E of ~24x each. Both of these multiples have more than doubled since then.</p><p><blockquote>最后，远期市盈率很好地捕捉了股票的价格。早在2019年，股票的TTM和远期市盈率均约为24倍。自那时以来，这两个倍数都增加了一倍多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe1468398d132f9200083378aa535dd7\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Competitive Advantages</b></p><p><blockquote><b>竞争优势</b></blockquote></p><p> What we predicted about ASML's competitive advantages becoming stronger has come to pass. ASML is basically selling all the machines it can manufacture with its&nbsp;order book filling, and it is projecting a&nbsp;trillion dollar semiconductor market&nbsp;by 2030, twice its size today. Given the strength of their current offering and the fact that the company is still investing heavily in R&amp;D to further improve the machines, it is likely that ASML will capture a lot of the CapEx needed to double the production capacity of the industry.</p><p><blockquote>我们预测的ASML竞争优势变得更强的事情已经成为现实。ASML基本上正在销售其订单填充所能制造的所有机器，并预计到2030年半导体市场将达到1万亿美元，是目前规模的两倍。鉴于其当前产品的实力以及该公司仍在研发上投入巨资以进一步改进机器的事实，ASML很可能会获得将该行业产能翻倍所需的大量资本支出。</blockquote></p><p> Looking back, this was our reasoning back then which led us to predict the company would come to dominate its industry:</p><p><blockquote>回想起来，这就是我们当时的推理，让我们预测该公司将主导其行业：</blockquote></p><p> While we believe the market is currently valuing ASML as a high-quality technology company with significant growth opportunities ahead, it appears the market is missing just how critical EUV lithography technology can become.</p><p><blockquote>虽然我们认为市场目前将ASML视为一家未来具有巨大增长机会的优质技术公司，但市场似乎忽略了EUV光刻技术的重要性。</blockquote></p><p> The investments to keep Moore's Law alive and technology nodes shrinking are rising quickly as the complexity of the machines increases and the needed R&amp;D investments go up. This raises the stakes with every new generation forcing competitors out, giving the few remaining companies more pricing power and making their intellectual property more valuable. Some analysts however are starting to grasp the significance of these developments. For example, InsingerGilissen Bankiers analyst Jos Versteeg&nbsp;told Bloomberg:</p><p><blockquote>随着机器复杂性的增加和所需的R&amp;D投资的增加，保持摩尔定律和技术节点萎缩的投资正在迅速增加。这增加了风险，每一代新一代都会迫使竞争对手出局，给剩下的少数公司更多的定价权，并使他们的知识产权更有价值。然而，一些分析师开始理解这些发展的重要性。例如，InsingerGilissen Bankiers分析师Jos Versteeg告诉彭博社：</blockquote></p><p> ASML sees in its order portfolio it looks well for overall 2019, for a major part because it moves into EUV, in which they are the only player. The future for the coming seven years looks very bright.</p><p><blockquote>ASML认为其订单组合在2019年整体情况良好，这在很大程度上是因为它进入了EUV，而他们是唯一的参与者。未来七年的前景看起来非常光明。</blockquote></p><p> These are incredibly complex machines that&nbsp;weigh more than a 100 tons, require the use of high-powered lasers and plasma, and took years and&nbsp;incredible amounts of engineering ingenuity&nbsp;to get to work.</p><p><blockquote>这些都是极其复杂的机器，重量超过100吨，需要使用高功率激光和等离子体，并且需要数年时间和令人难以置信的工程创造力才能工作。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973b1626dc094982f58ff77dc14b4098\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: ASML investor presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ASML投资者介绍</span></p></blockquote></p><p> Not only is EUV lithography technology critical to keep shrinking technology nodes, but its adoption also has some side benefits for customers. These include cycle time reductions, process simplification, and cost reductions.</p><p><blockquote>EUV光刻技术不仅对于保持缩小技术节点至关重要，而且其采用也为客户带来了一些附带好处。其中包括缩短周期时间、简化流程和降低成本。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2abd6a60053e447cab0b1f2abb3ed64\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Source: ASML investor presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ASML投资者介绍</span></p></blockquote></p><p> For these reasons several semiconductor technology leaders are building significant capacity for EUV systems.</p><p><blockquote>出于这些原因，一些半导体技术领导者正在为EUV系统建设大量产能。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> While ASML's fundamentals remain as strong as ever, we believe most of the good news is already reflected in the share price. We think right now is a good moment to sell, or at least pair down the investment. ASML is truly a one-of-a-kind company that dominates its industry in a way that rarely happens. It has left competitors in the dust and is growing with good profitability and attractive margins. However, at the end of the day a successful investment is as much the quality of the company as it is the price paid, and currently the price is very high.</p><p><blockquote>虽然ASML的基本面一如既往地强劲，但我们相信大部分好消息已经反映在股价中。我们认为现在是出售的好时机，或者至少是配对投资。ASML确实是一家独一无二的公司，以一种罕见的方式主导着行业。它已经将竞争对手远远甩在身后，并且正在以良好的盈利能力和有吸引力的利润率增长。然而，归根结底，一项成功的投资既取决于公司的质量，也取决于支付的价格，而目前价格非常高。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4457186-asml-its-time-to-take-profits\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/article/4457186-asml-its-time-to-take-profits","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123391790","content_text":"Summary\n\nWe wrote a bullish article on ASML more than two years ago, since then it has significantly outperformed both the S&P500 and our own expectations.\nASML is firing on all cylinders, but the valuation has become extremely stretched and we believe it is time to take profits or at least reduce the position.\nWe are positive on the company's fundamentals and still believe extreme ultraviolet technology is the future of chip manufacturing.\n\nMichael Vi/iStock Editorial via Getty Images\nWe wrote a bullish article on ASML(NASDAQ:ASML) more than two years ago, since then it has significantly outperformed both the S&P500 and our own expectations.\nSource: Seeking Alpha\nPart of our thesis was that the industry was becoming a natural monopoly since few could match the extreme investment and R&D needed, this is what we said back then:\n\n Increasing complexity and R&D costs have raised the stakes to a point where few companies will be able to compete in the future, increasing returns for the few left standing.\n\nWe also mentioned that the time had come for years of significant R&D investment to pay off, and it seems we were right given the exponential growth in its gross profit as seen in the graph below.\nData by YCharts\nWhile shares deserve a high price/sales multiple given the record gross profit margins, we believe it has gotten too stretched at ~18x.\nData by YCharts\nPart of the bullish thesis with ASML is that despite the cyclicality of its revenue, it's easy to observe that there is also a secular trend higher. ASML is increasing its market share and the industry is becoming almost a monopoly. ASML is turning out to be the only game in town when it comes to extreme ultraviolet (EUV) equipment, and customers are buying more equipment to meet the increases in semiconductor demand.\nData by YCharts\nAs revenue increases and the company becomes more successful it is not reducing R&D expense, but instead is doubling down with more money dedicated than ever to R&D. We like that the company keeps investing in its future, and this will make it increasingly difficult for competitors to ever catch up.\nData by YCharts\nValuation\nWhen we wrote the bullish article in 2019 shares were trading at an EV/EBITDA of ~18x, and now shares are almost 3x times more expensive based on this valuation multiple. Share price increases have clearly surpassed increases in profitability. We believe this is not sustainable and either business fundamentals catch up with the share price, or the share price adjusts to a more reasonable multiple.\nData by YCharts\nOne thing that has not changed is the strength of the company's balance sheet. The company continues to have a net positive cash position and a very healthy quick ratio above 1.0 having more quick assets than current liabilities.\nData by YCharts\nBack in 2019 the dividend was ~1%, and the company had just announced that it intended to increase it by 50%. Today, while the company continues rewarding shareholders with a dividend and share repurchases, the yield has become a minuscule 0.38%. The shareholder yield, which incorporates both the dividend and share repurchases, is a little better at 2% compared to ~3% back in 2019. These statistics and dividend compression reflect how expensive shares have gotten. We also think that share buybacks should be postponed until the share price is closer to the intrinsic value of the company.\nData by YCharts\nFinally, the forward P/E ratio does an excellent job capturing how expensive shares have gotten. Back in 2019 shares were trading at a TTM and forward P/E of ~24x each. Both of these multiples have more than doubled since then.\nData by YCharts\nCompetitive Advantages\nWhat we predicted about ASML's competitive advantages becoming stronger has come to pass. ASML is basically selling all the machines it can manufacture with its order book filling, and it is projecting a trillion dollar semiconductor market by 2030, twice its size today. Given the strength of their current offering and the fact that the company is still investing heavily in R&D to further improve the machines, it is likely that ASML will capture a lot of the CapEx needed to double the production capacity of the industry.\nLooking back, this was our reasoning back then which led us to predict the company would come to dominate its industry:\nWhile we believe the market is currently valuing ASML as a high-quality technology company with significant growth opportunities ahead, it appears the market is missing just how critical EUV lithography technology can become.\nThe investments to keep Moore's Law alive and technology nodes shrinking are rising quickly as the complexity of the machines increases and the needed R&D investments go up. This raises the stakes with every new generation forcing competitors out, giving the few remaining companies more pricing power and making their intellectual property more valuable. Some analysts however are starting to grasp the significance of these developments. For example, InsingerGilissen Bankiers analyst Jos Versteeg told Bloomberg:\nASML sees in its order portfolio it looks well for overall 2019, for a major part because it moves into EUV, in which they are the only player. The future for the coming seven years looks very bright.\nThese are incredibly complex machines that weigh more than a 100 tons, require the use of high-powered lasers and plasma, and took years and incredible amounts of engineering ingenuity to get to work.\nSource: ASML investor presentation\nNot only is EUV lithography technology critical to keep shrinking technology nodes, but its adoption also has some side benefits for customers. These include cycle time reductions, process simplification, and cost reductions.\nSource: ASML investor presentation\nFor these reasons several semiconductor technology leaders are building significant capacity for EUV systems.\nConclusion\nWhile ASML's fundamentals remain as strong as ever, we believe most of the good news is already reflected in the share price. We think right now is a good moment to sell, or at least pair down the investment. ASML is truly a one-of-a-kind company that dominates its industry in a way that rarely happens. It has left competitors in the dust and is growing with good profitability and attractive margins. However, at the end of the day a successful investment is as much the quality of the company as it is the price paid, and currently the price is very high.","news_type":1,"symbols_score_info":{"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":3667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868050889,"gmtCreate":1632557403941,"gmtModify":1632657681584,"author":{"id":"3579878222573636","authorId":"3579878222573636","name":"joshua0111","avatar":"https://static.tigerbbs.com/662a143659b3954c78c2e0a2c91c466b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579878222573636","authorIdStr":"3579878222573636"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868050889","repostId":"1188909032","repostType":4,"repost":{"id":"1188909032","kind":"news","pubTimestamp":1632531451,"share":"https://www.laohu8.com/m/news/1188909032?lang=zh_CN&edition=full","pubTime":"2021-09-25 08:57","market":"us","language":"en","title":"5 Top Consumer Stocks To Watch Ahead Of October 2021<blockquote>2021年10月之前值得关注的5只顶级消费股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188909032","media":"Nasdaq","summary":"Do You Have These Top Consumer Stocks On Your Radar Now?\nThe past trading week has been exciting, to","content":"<p>Do You Have These Top Consumer Stocks On Your Radar Now?</p><p><blockquote>您现在关注这些顶级消费股吗？</blockquote></p><p> The past trading week has been exciting, to say the least. Despite all of the ups and downs,consumer stockscontinue to make waves in thestock market today. If anything, the consumer-focused industry continues to hold strong now. This is evident as August’s retail sales figures smashed expectations, rising by 0.7% versus an estimated drop of 0.8%. Moreover, the current broad-based rebound in thestock marketcould indicate that investors’ sentiment on the economy is improving.</p><p><blockquote>至少可以说，过去的交易周令人兴奋。尽管经历了大起大落，消费类股今天继续在股市上掀起波澜。如果说有什么不同的话，那就是以消费者为中心的行业现在继续保持强劲。这一点很明显，8月份零售额数据超出预期，增长0.7%，而预期下降0.8%。此外，当前股市的广泛反弹可能表明投资者对经济的信心正在改善。</blockquote></p><p> Evidently, we could look at the likes of<b>Roku</b>(NASDAQ: ROKU) right now. Just yesterday, Guggenheim analyst Michael Morris provided a positive update on the stock. Namely, Morris hit ROKU stock with a Buy rating and a price target of $395. Morris cites Roku’s aggressive expansion of its original content and penetration of international markets as core reasons for the upgrade.</p><p><blockquote>显然，我们可以看看<b>Roku</b>（纳斯达克：ROKU）现在。就在昨天，古根海姆分析师迈克尔·莫里斯提供了该股的积极更新。也就是说，Morris给予ROKU股票买入评级，目标价为395美元。Morris将Roku对其原创内容的积极扩张和对国际市场的渗透作为升级的核心原因。</blockquote></p><p> At the same time, there is some interesting movement going on with<b>Nike’s</b>(NYSE: NKE) shares as well. Yesterday, the company posted its first-quarter earnings after the closing bell. In short, Nike reported an earnings per share of $1.16 on revenue of $12.25 billion for the quarter. This is against estimates of $1.11 and $12.46 billion. Investors appear to be focusing on Nike’s revenue miss which is mostly due to temporary supply chain pressures. Regardless, as one of the biggest names in the sports apparel industry globally, some could see opportunity in NKE stocks’ current weakness. With all this activity in the space now, could one of these consumer stocks be worth investing in?</p><p><blockquote>与此同时，有一些有趣的运动正在进行<b>耐克的</b>（纽约证券交易所代码：NKE）的股票也是如此。昨天，该公司在收盘后公布了第一季度财报。简而言之，耐克报告本季度每股收益为1.16美元，营收为122.5亿美元。相比之下，估计为11.1亿美元和124.6亿美元。投资者似乎关注耐克的营收下滑，这主要是由于暂时的供应链压力。无论如何，作为全球运动服装行业最大的品牌之一，一些人可能会从NKE股票当前的疲软中看到机会。鉴于目前该领域的所有活动，这些消费股中的一只值得投资吗？</blockquote></p><p> Best Consumer Stocks To Buy [Or Sell] Today</p><p><blockquote>今天最值得买入[或卖出]的消费股</blockquote></p><p> <ul>  <li><b>Beyond Meat Inc.</b>(NASDAQ: BYND)</li>  <li><b>Trip.com Group Ltd.</b>(NASDAQ: TCOM)</li>  <li><b>Vail Resorts Inc.</b>(NYSE: MTN)</li>  <li><b>Costco Wholesale Corporation</b>(NASDAQ: COST)</li>  <li><b>Stitch Fix Inc.</b>(NASDAQ: SFIX)</li> </ul> Beyond Meat Inc.</p><p><blockquote><ul><li><b>Beyond Meat公司。</b>（纳斯达克：BYND）</li><li><b>携程集团有限公司。</b>（纳斯达克：TCOM）</li><li><b>韦尔度假村公司。</b>（纽约证券交易所代码：MTN）</li><li><b>好市多批发公司</b>（纳斯达克：成本）</li><li><b>缝合修复公司。</b>（纳斯达克：SFIX）</li></ul>Beyond Meat公司。</blockquote></p><p> <b>Beyond Meat</b>is a plant-based meat substitutes retailer with headquarters in California. The company offers plant-based options in the beef, poultry, and pork categories. In fact, it is one of the fastest-growing food companies in the U.S. as more people are increasingly alternating to plant-based options. Its products are designed to have the same taste and texture as animal-based meat while being the better option for the environment. BYND stock has almost doubled in valuation since its pandemic era low.</p><p><blockquote><b>Beyond Meat</b>是一家植物性肉类替代品零售商，总部位于加利福尼亚州。该公司提供牛肉、家禽和猪肉类别的植物性选择。事实上，随着越来越多的人越来越多地转向植物性食品，它是美国发展最快的食品公司之一。它的产品被设计成具有与动物性肉类相同的味道和质地，同时也是更好的环境选择。自大流行时代低点以来，BYND股票的估值几乎翻了一番。</blockquote></p><p> In August, the company reported its second-quarter financials. Diving in, net revenue for the quarter was $149.4 million, increasing by 31.8% year-over-year. Furthermore, gross profit for the quarter was $47.4 million. The company saw record net revenues and also continues to return to growth in the foodservice industry as its customers welcome consumers back to their venues. Not resting on its laurels, the company also continues to make substantial investments in its long-term growth in the U.S. and abroad. Given all of this, will you consider investing in BYND stock right now?</p><p><blockquote>8月，该公司公布了第二季度财务数据。该季度净收入为1.494亿美元，同比增长31.8%。此外，该季度毛利润为4740万美元。该公司实现了创纪录的净收入，并且随着客户欢迎消费者回到他们的场所，餐饮服务行业也继续恢复增长。该公司并没有固步自封，还继续为其在美国和海外的长期增长进行大量投资。鉴于所有这些，您现在会考虑投资BYND股票吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/875119289e70dc28e620fb5eeb2d291b\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> <b>[Read More]</b>&nbsp;What Stocks To Buy Today? 5 Tech Stocks To Watch</p><p><blockquote><b>[阅读更多]</b>今天买什么股票？5只值得关注的科技股</blockquote></p><p> Trip.com Group Ltd</p><p><blockquote>携程集团有限公司</blockquote></p><p> Following that, we have multinational online travel company<b>Trip.com</b>, a leading one-stop travel platform globally. It integrates a comprehensive suite of travel products and services and differentiated travel content. It is the go-to destination for travelers in China and around the world. Impressively, it is currently one of the largest online travel agencies in China and also one of the largest travel service providers in the world.</p><p><blockquote>接下来，我们有跨国在线旅游公司<b>Trip.com</b>，全球领先的一站式旅游平台。它整合了一套全面的旅游产品和服务以及差异化的旅游内容。它是中国和世界各地游客的首选目的地。令人印象深刻的是，它是目前中国最大的在线旅行社之一，也是全球最大的旅游服务提供商之一。</blockquote></p><p> After yesterday’s closing bell, Trip.com posted solid figures in its second fiscal quarter earnings report. In it, the company saw a total revenue of $912 million for the quarter. This marks a significant year-over-year jump of 86%. In terms of net income, the company saw a 43% increase over the same period. CEO Jane Sun cites Trip.com’s focus on the domestic market as a core contributor to this solid quarter for the company. Overall, given this piece of news, will you consider adding TCOM stock to your portfolio right now?</p><p><blockquote>昨天收盘后，携程在第二财季财报中公布了稳健的数据。该公司本季度总收入为9.12亿美元。这标志着同比大幅增长86%。净利润方面，该公司同期增长了43%。首席执行官Jane Sun表示，携程对国内市场的关注是该公司本季度业绩强劲的核心贡献者。总体而言，鉴于这条消息，您现在会考虑将TCOM股票添加到您的投资组合中吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/781e08ea2e30a4f9c94020727b3e77bc\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOSVail Resorts Inc.</p><p><blockquote>资料来源：德美利证券TOSVail Resorts Inc.</blockquote></p><p> <b>Vail Resorts</b>is a leading global mountain resort operator. The company and its subsidiaries operate 37 destination mountain resorts and regional ski areas. In essence, it owns and/or manages a collection of casually elegant hotels under the RockResorts brand. It also has a development company that is in the real estate planning and development business. MTN stock is up by over 40% in the past year alone.</p><p><blockquote><b>韦尔度假村</b>是全球领先的山地度假村运营商。该公司及其子公司经营着37个目的地山地度假村和区域滑雪场。本质上，它拥有和/或管理RockResorts品牌下的一系列休闲优雅的酒店。它还拥有一家从事房地产规划和开发业务的开发公司。仅去年一年，MTN股价就上涨了40%以上。</blockquote></p><p></p><p> Recently, KeyBanc Capital Markets upgraded Vail Resorts to an Overweight rating from Sector Weight and hit it with a price target of $355. Analyst Brett Andreas says that demand for skiing vacations was exceeding expectations with some bookings already at record levels. Not to mention, the company continues to gain momentum on the financial front. In its fourth fiscal quarterearnings call, Vail reported a net income of $127.9 million, marking a sizable 29.4% year-over-year increase. After considering that pandemic-related factors still weigh on its key operations, the company’s fundamentals are admirable. Moreover, the company also declared a cash dividend of $0.88 per share, to investors’ delight. All things considered, will you buy MTN stock?</p><p><blockquote>最近，KeyBanc Capital Markets将Vail Resorts的评级从行业权重上调至跑赢大盘，并将其目标价定为355美元。分析师布雷特·安德烈亚斯表示，滑雪度假的需求超出了预期，一些预订量已经达到创纪录水平。更不用说，该公司在财务方面继续获得动力。在第四财季收益看涨期权中，韦尔公布净利润为1.279亿美元，同比大幅增长29.4%。在考虑到大流行相关因素仍然拖累其关键业务后，该公司的基本面令人钦佩。此外，该公司还宣布派发每股0.88美元的现金股息，令投资者感到高兴。综合考虑，您会购买MTN股票吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c596fd2c2dc3ef4d15e9c9dfa89b8147\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> <b>[Read More]</b>&nbsp;4 Semiconductor Stocks To Watch Right Now</p><p><blockquote><b>[阅读更多]</b>目前值得关注的4只半导体股票</blockquote></p><p> Costco Wholesale Corporation</p><p><blockquote>好市多批发公司</blockquote></p><p> Next up, we will be taking a look at<b>Costco</b>. For the most part, the multinational consumer staples giant would be another player to consider in thestock market today. The main factor differentiating Costco from its retail competitors would be its membership-only big-box operations. Simply put, the company only caters to members and sells daily necessities in bulk. Amidst the ongoing pandemic and climate crises, Costco’s offerings could see greater demand from consumers.</p><p><blockquote>接下来，我们将看看<b>Costco</b>在很大程度上，这家跨国消费品巨头将是当今股市中另一个值得考虑的参与者。Costco区别于零售竞争对手的主要因素是其仅限会员的大卖场业务。简单来说，公司只迎合会员，散装销售日用品。在持续的大流行和气候危机中，好市多的产品可能会受到消费者更大的需求。</blockquote></p><p> By and large, with COST stock sitting on year-to-date gains of over 19%, could it be worth investing in? Well, for one thing, the company beat Wall Streets’ projections across the board in its latest quarterly earnings report. In detail, Costco posted an earnings per share of $3.76 on revenue of $62.7 billion for the quarter. For some perspective, consensus estimates suggest an earnings per share of $3.59 on revenue of $61.6 billion. All in all, would you consider adding COST stock to your portfolio?</p><p><blockquote>总的来说，成本股今年迄今的涨幅超过19%，值得投资吗？一方面，该公司在最新的季度收益报告中全面超出了华尔街的预测。具体而言，Costco公布本季度每股收益为3.76美元，营收为627亿美元。从某种角度来看，普遍预期每股收益为3.59美元，营收为616亿美元。总而言之，您会考虑将成本股票添加到您的投资组合中吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0412ae414ccd0df0d5f93302bd037b56\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> <b>[Read More]</b>&nbsp;Top Stocks To Buy Now? 4 Renewable Energy Stocks For Your Watchlist</p><p><blockquote><b>[阅读更多]</b>现在最值得购买的股票？值得您关注的4只可再生能源股票</blockquote></p><p> Stitch Fix Inc.</p><p><blockquote>缝合修复公司。</blockquote></p><p> Another name to know in the consumer stock space now would be<b>Stitch Fix</b>. In brief, it is an online personal styling service. Through a combination of artificial intelligence and data science, Stitch Fix provides customers with personalized e-commerce experiences. Given the prevalence of online shopping throughout the pandemic, SFIX stock could be in focus among investors. In fact, the company’s shares are up by over 15% just this week on account of its solid earnings report.</p><p><blockquote>现在消费股领域另一个值得了解的名字是<b>缝合固定</b>简而言之，它是一种在线个人造型服务。通过人工智能和数据科学的结合，Stitch Fix为客户提供个性化的电子商务体验。鉴于在线购物在整个大流行期间的盛行，SFIX股票可能会成为投资者关注的焦点。事实上，由于其稳健的盈利报告，该公司股价仅本周就上涨了15%以上。</blockquote></p><p> Notably, Stitch Fix raked in a total revenue of $571.16 million for the quarter, marking a 28% year-over-year increase. Additionally, the company also reported massive year-over-year spikes of over 145% in both its net income and earnings per share. Despite beating analyst estimates on these fronts, Stitch Fix does not seem to be slowing down anytime soon. This appears to be the case as the company is expanding its services with Stitch Fix Freestyle, a “differentiated shopping experience”. This would give customers a more instant and flexible means of shopping on its platform. As such, could SFIX stock be a top pick in the stock market now?</p><p><blockquote>值得注意的是，Stitch Fix本季度总收入为5.7116亿美元，同比增长28%。此外，该公司还报告称，其净利润和每股收益同比大幅增长超过145%。尽管在这些方面超出了分析师的预期，但Stitch Fix似乎不会很快放缓。这似乎是因为该公司正在通过Stitch Fix Freestyle扩展其服务，这是一种“差异化的购物体验”。这将为客户提供一种更即时、更灵活的方式在其平台上购物。因此，SFIX股票现在能成为股市的首选吗？</blockquote></p><p></p>","source":"lsy1603171495471","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Top Consumer Stocks To Watch Ahead Of October 2021<blockquote>2021年10月之前值得关注的5只顶级消费股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Top Consumer Stocks To Watch Ahead Of October 2021<blockquote>2021年10月之前值得关注的5只顶级消费股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-09-25 08:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Do You Have These Top Consumer Stocks On Your Radar Now?</p><p><blockquote>您现在关注这些顶级消费股吗？</blockquote></p><p> The past trading week has been exciting, to say the least. Despite all of the ups and downs,consumer stockscontinue to make waves in thestock market today. If anything, the consumer-focused industry continues to hold strong now. This is evident as August’s retail sales figures smashed expectations, rising by 0.7% versus an estimated drop of 0.8%. Moreover, the current broad-based rebound in thestock marketcould indicate that investors’ sentiment on the economy is improving.</p><p><blockquote>至少可以说，过去的交易周令人兴奋。尽管经历了大起大落，消费类股今天继续在股市上掀起波澜。如果说有什么不同的话，那就是以消费者为中心的行业现在继续保持强劲。这一点很明显，8月份零售额数据超出预期，增长0.7%，而预期下降0.8%。此外，当前股市的广泛反弹可能表明投资者对经济的信心正在改善。</blockquote></p><p> Evidently, we could look at the likes of<b>Roku</b>(NASDAQ: ROKU) right now. Just yesterday, Guggenheim analyst Michael Morris provided a positive update on the stock. Namely, Morris hit ROKU stock with a Buy rating and a price target of $395. Morris cites Roku’s aggressive expansion of its original content and penetration of international markets as core reasons for the upgrade.</p><p><blockquote>显然，我们可以看看<b>Roku</b>（纳斯达克：ROKU）现在。就在昨天，古根海姆分析师迈克尔·莫里斯提供了该股的积极更新。也就是说，Morris给予ROKU股票买入评级，目标价为395美元。Morris将Roku对其原创内容的积极扩张和对国际市场的渗透作为升级的核心原因。</blockquote></p><p> At the same time, there is some interesting movement going on with<b>Nike’s</b>(NYSE: NKE) shares as well. Yesterday, the company posted its first-quarter earnings after the closing bell. In short, Nike reported an earnings per share of $1.16 on revenue of $12.25 billion for the quarter. This is against estimates of $1.11 and $12.46 billion. Investors appear to be focusing on Nike’s revenue miss which is mostly due to temporary supply chain pressures. Regardless, as one of the biggest names in the sports apparel industry globally, some could see opportunity in NKE stocks’ current weakness. With all this activity in the space now, could one of these consumer stocks be worth investing in?</p><p><blockquote>与此同时，有一些有趣的运动正在进行<b>耐克的</b>（纽约证券交易所代码：NKE）的股票也是如此。昨天，该公司在收盘后公布了第一季度财报。简而言之，耐克报告本季度每股收益为1.16美元，营收为122.5亿美元。相比之下，估计为11.1亿美元和124.6亿美元。投资者似乎关注耐克的营收下滑，这主要是由于暂时的供应链压力。无论如何，作为全球运动服装行业最大的品牌之一，一些人可能会从NKE股票当前的疲软中看到机会。鉴于目前该领域的所有活动，这些消费股中的一只值得投资吗？</blockquote></p><p> Best Consumer Stocks To Buy [Or Sell] Today</p><p><blockquote>今天最值得买入[或卖出]的消费股</blockquote></p><p> <ul>  <li><b>Beyond Meat Inc.</b>(NASDAQ: BYND)</li>  <li><b>Trip.com Group Ltd.</b>(NASDAQ: TCOM)</li>  <li><b>Vail Resorts Inc.</b>(NYSE: MTN)</li>  <li><b>Costco Wholesale Corporation</b>(NASDAQ: COST)</li>  <li><b>Stitch Fix Inc.</b>(NASDAQ: SFIX)</li> </ul> Beyond Meat Inc.</p><p><blockquote><ul><li><b>Beyond Meat公司。</b>（纳斯达克：BYND）</li><li><b>携程集团有限公司。</b>（纳斯达克：TCOM）</li><li><b>韦尔度假村公司。</b>（纽约证券交易所代码：MTN）</li><li><b>好市多批发公司</b>（纳斯达克：成本）</li><li><b>缝合修复公司。</b>（纳斯达克：SFIX）</li></ul>Beyond Meat公司。</blockquote></p><p> <b>Beyond Meat</b>is a plant-based meat substitutes retailer with headquarters in California. The company offers plant-based options in the beef, poultry, and pork categories. In fact, it is one of the fastest-growing food companies in the U.S. as more people are increasingly alternating to plant-based options. Its products are designed to have the same taste and texture as animal-based meat while being the better option for the environment. BYND stock has almost doubled in valuation since its pandemic era low.</p><p><blockquote><b>Beyond Meat</b>是一家植物性肉类替代品零售商，总部位于加利福尼亚州。该公司提供牛肉、家禽和猪肉类别的植物性选择。事实上，随着越来越多的人越来越多地转向植物性食品，它是美国发展最快的食品公司之一。它的产品被设计成具有与动物性肉类相同的味道和质地，同时也是更好的环境选择。自大流行时代低点以来，BYND股票的估值几乎翻了一番。</blockquote></p><p> In August, the company reported its second-quarter financials. Diving in, net revenue for the quarter was $149.4 million, increasing by 31.8% year-over-year. Furthermore, gross profit for the quarter was $47.4 million. The company saw record net revenues and also continues to return to growth in the foodservice industry as its customers welcome consumers back to their venues. Not resting on its laurels, the company also continues to make substantial investments in its long-term growth in the U.S. and abroad. Given all of this, will you consider investing in BYND stock right now?</p><p><blockquote>8月，该公司公布了第二季度财务数据。该季度净收入为1.494亿美元，同比增长31.8%。此外，该季度毛利润为4740万美元。该公司实现了创纪录的净收入，并且随着客户欢迎消费者回到他们的场所，餐饮服务行业也继续恢复增长。该公司并没有固步自封，还继续为其在美国和海外的长期增长进行大量投资。鉴于所有这些，您现在会考虑投资BYND股票吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/875119289e70dc28e620fb5eeb2d291b\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> <b>[Read More]</b>&nbsp;What Stocks To Buy Today? 5 Tech Stocks To Watch</p><p><blockquote><b>[阅读更多]</b>今天买什么股票？5只值得关注的科技股</blockquote></p><p> Trip.com Group Ltd</p><p><blockquote>携程集团有限公司</blockquote></p><p> Following that, we have multinational online travel company<b>Trip.com</b>, a leading one-stop travel platform globally. It integrates a comprehensive suite of travel products and services and differentiated travel content. It is the go-to destination for travelers in China and around the world. Impressively, it is currently one of the largest online travel agencies in China and also one of the largest travel service providers in the world.</p><p><blockquote>接下来，我们有跨国在线旅游公司<b>Trip.com</b>，全球领先的一站式旅游平台。它整合了一套全面的旅游产品和服务以及差异化的旅游内容。它是中国和世界各地游客的首选目的地。令人印象深刻的是，它是目前中国最大的在线旅行社之一，也是全球最大的旅游服务提供商之一。</blockquote></p><p> After yesterday’s closing bell, Trip.com posted solid figures in its second fiscal quarter earnings report. In it, the company saw a total revenue of $912 million for the quarter. This marks a significant year-over-year jump of 86%. In terms of net income, the company saw a 43% increase over the same period. CEO Jane Sun cites Trip.com’s focus on the domestic market as a core contributor to this solid quarter for the company. Overall, given this piece of news, will you consider adding TCOM stock to your portfolio right now?</p><p><blockquote>昨天收盘后，携程在第二财季财报中公布了稳健的数据。该公司本季度总收入为9.12亿美元。这标志着同比大幅增长86%。净利润方面，该公司同期增长了43%。首席执行官Jane Sun表示，携程对国内市场的关注是该公司本季度业绩强劲的核心贡献者。总体而言，鉴于这条消息，您现在会考虑将TCOM股票添加到您的投资组合中吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/781e08ea2e30a4f9c94020727b3e77bc\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOSVail Resorts Inc.</p><p><blockquote>资料来源：德美利证券TOSVail Resorts Inc.</blockquote></p><p> <b>Vail Resorts</b>is a leading global mountain resort operator. The company and its subsidiaries operate 37 destination mountain resorts and regional ski areas. In essence, it owns and/or manages a collection of casually elegant hotels under the RockResorts brand. It also has a development company that is in the real estate planning and development business. MTN stock is up by over 40% in the past year alone.</p><p><blockquote><b>韦尔度假村</b>是全球领先的山地度假村运营商。该公司及其子公司经营着37个目的地山地度假村和区域滑雪场。本质上，它拥有和/或管理RockResorts品牌下的一系列休闲优雅的酒店。它还拥有一家从事房地产规划和开发业务的开发公司。仅去年一年，MTN股价就上涨了40%以上。</blockquote></p><p></p><p> Recently, KeyBanc Capital Markets upgraded Vail Resorts to an Overweight rating from Sector Weight and hit it with a price target of $355. Analyst Brett Andreas says that demand for skiing vacations was exceeding expectations with some bookings already at record levels. Not to mention, the company continues to gain momentum on the financial front. In its fourth fiscal quarterearnings call, Vail reported a net income of $127.9 million, marking a sizable 29.4% year-over-year increase. After considering that pandemic-related factors still weigh on its key operations, the company’s fundamentals are admirable. Moreover, the company also declared a cash dividend of $0.88 per share, to investors’ delight. All things considered, will you buy MTN stock?</p><p><blockquote>最近，KeyBanc Capital Markets将Vail Resorts的评级从行业权重上调至跑赢大盘，并将其目标价定为355美元。分析师布雷特·安德烈亚斯表示，滑雪度假的需求超出了预期，一些预订量已经达到创纪录水平。更不用说，该公司在财务方面继续获得动力。在第四财季收益看涨期权中，韦尔公布净利润为1.279亿美元，同比大幅增长29.4%。在考虑到大流行相关因素仍然拖累其关键业务后，该公司的基本面令人钦佩。此外，该公司还宣布派发每股0.88美元的现金股息，令投资者感到高兴。综合考虑，您会购买MTN股票吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c596fd2c2dc3ef4d15e9c9dfa89b8147\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> <b>[Read More]</b>&nbsp;4 Semiconductor Stocks To Watch Right Now</p><p><blockquote><b>[阅读更多]</b>目前值得关注的4只半导体股票</blockquote></p><p> Costco Wholesale Corporation</p><p><blockquote>好市多批发公司</blockquote></p><p> Next up, we will be taking a look at<b>Costco</b>. For the most part, the multinational consumer staples giant would be another player to consider in thestock market today. The main factor differentiating Costco from its retail competitors would be its membership-only big-box operations. Simply put, the company only caters to members and sells daily necessities in bulk. Amidst the ongoing pandemic and climate crises, Costco’s offerings could see greater demand from consumers.</p><p><blockquote>接下来，我们将看看<b>Costco</b>在很大程度上，这家跨国消费品巨头将是当今股市中另一个值得考虑的参与者。Costco区别于零售竞争对手的主要因素是其仅限会员的大卖场业务。简单来说，公司只迎合会员，散装销售日用品。在持续的大流行和气候危机中，好市多的产品可能会受到消费者更大的需求。</blockquote></p><p> By and large, with COST stock sitting on year-to-date gains of over 19%, could it be worth investing in? Well, for one thing, the company beat Wall Streets’ projections across the board in its latest quarterly earnings report. In detail, Costco posted an earnings per share of $3.76 on revenue of $62.7 billion for the quarter. For some perspective, consensus estimates suggest an earnings per share of $3.59 on revenue of $61.6 billion. All in all, would you consider adding COST stock to your portfolio?</p><p><blockquote>总的来说，成本股今年迄今的涨幅超过19%，值得投资吗？一方面，该公司在最新的季度收益报告中全面超出了华尔街的预测。具体而言，Costco公布本季度每股收益为3.76美元，营收为627亿美元。从某种角度来看，普遍预期每股收益为3.59美元，营收为616亿美元。总而言之，您会考虑将成本股票添加到您的投资组合中吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0412ae414ccd0df0d5f93302bd037b56\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> <b>[Read More]</b>&nbsp;Top Stocks To Buy Now? 4 Renewable Energy Stocks For Your Watchlist</p><p><blockquote><b>[阅读更多]</b>现在最值得购买的股票？值得您关注的4只可再生能源股票</blockquote></p><p> Stitch Fix Inc.</p><p><blockquote>缝合修复公司。</blockquote></p><p> Another name to know in the consumer stock space now would be<b>Stitch Fix</b>. In brief, it is an online personal styling service. Through a combination of artificial intelligence and data science, Stitch Fix provides customers with personalized e-commerce experiences. Given the prevalence of online shopping throughout the pandemic, SFIX stock could be in focus among investors. In fact, the company’s shares are up by over 15% just this week on account of its solid earnings report.</p><p><blockquote>现在消费股领域另一个值得了解的名字是<b>缝合固定</b>简而言之，它是一种在线个人造型服务。通过人工智能和数据科学的结合，Stitch Fix为客户提供个性化的电子商务体验。鉴于在线购物在整个大流行期间的盛行，SFIX股票可能会成为投资者关注的焦点。事实上，由于其稳健的盈利报告，该公司股价仅本周就上涨了15%以上。</blockquote></p><p> Notably, Stitch Fix raked in a total revenue of $571.16 million for the quarter, marking a 28% year-over-year increase. Additionally, the company also reported massive year-over-year spikes of over 145% in both its net income and earnings per share. Despite beating analyst estimates on these fronts, Stitch Fix does not seem to be slowing down anytime soon. This appears to be the case as the company is expanding its services with Stitch Fix Freestyle, a “differentiated shopping experience”. This would give customers a more instant and flexible means of shopping on its platform. As such, could SFIX stock be a top pick in the stock market now?</p><p><blockquote>值得注意的是，Stitch Fix本季度总收入为5.7116亿美元，同比增长28%。此外，该公司还报告称，其净利润和每股收益同比大幅增长超过145%。尽管在这些方面超出了分析师的预期，但Stitch Fix似乎不会很快放缓。这似乎是因为该公司正在通过Stitch Fix Freestyle扩展其服务，这是一种“差异化的购物体验”。这将为客户提供一种更即时、更灵活的方式在其平台上购物。因此，SFIX股票现在能成为股市的首选吗？</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/5-top-consumer-stocks-to-watch-ahead-of-october-2021-2021-09-24\">Nasdaq</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":{"TCOM":"携程网","NKE":"耐克","BYND":"Beyond Meat, Inc.","SFIX":"Stitch Fix Inc.","ROKU":"Roku Inc","COST":"好市多"},"source_url":"https://www.nasdaq.com/articles/5-top-consumer-stocks-to-watch-ahead-of-october-2021-2021-09-24","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188909032","content_text":"Do You Have These Top Consumer Stocks On Your Radar Now?\nThe past trading week has been exciting, to say the least. Despite all of the ups and downs,consumer stockscontinue to make waves in thestock market today. If anything, the consumer-focused industry continues to hold strong now. This is evident as August’s retail sales figures smashed expectations, rising by 0.7% versus an estimated drop of 0.8%. Moreover, the current broad-based rebound in thestock marketcould indicate that investors’ sentiment on the economy is improving.\nEvidently, we could look at the likes ofRoku(NASDAQ: ROKU) right now. Just yesterday, Guggenheim analyst Michael Morris provided a positive update on the stock. Namely, Morris hit ROKU stock with a Buy rating and a price target of $395. Morris cites Roku’s aggressive expansion of its original content and penetration of international markets as core reasons for the upgrade.\nAt the same time, there is some interesting movement going on withNike’s(NYSE: NKE) shares as well. Yesterday, the company posted its first-quarter earnings after the closing bell. In short, Nike reported an earnings per share of $1.16 on revenue of $12.25 billion for the quarter. This is against estimates of $1.11 and $12.46 billion. Investors appear to be focusing on Nike’s revenue miss which is mostly due to temporary supply chain pressures. Regardless, as one of the biggest names in the sports apparel industry globally, some could see opportunity in NKE stocks’ current weakness. With all this activity in the space now, could one of these consumer stocks be worth investing in?\nBest Consumer Stocks To Buy [Or Sell] Today\n\nBeyond Meat Inc.(NASDAQ: BYND)\nTrip.com Group Ltd.(NASDAQ: TCOM)\nVail Resorts Inc.(NYSE: MTN)\nCostco Wholesale Corporation(NASDAQ: COST)\nStitch Fix Inc.(NASDAQ: SFIX)\n\nBeyond Meat Inc.\nBeyond Meatis a plant-based meat substitutes retailer with headquarters in California. The company offers plant-based options in the beef, poultry, and pork categories. In fact, it is one of the fastest-growing food companies in the U.S. as more people are increasingly alternating to plant-based options. Its products are designed to have the same taste and texture as animal-based meat while being the better option for the environment. BYND stock has almost doubled in valuation since its pandemic era low.\nIn August, the company reported its second-quarter financials. Diving in, net revenue for the quarter was $149.4 million, increasing by 31.8% year-over-year. Furthermore, gross profit for the quarter was $47.4 million. The company saw record net revenues and also continues to return to growth in the foodservice industry as its customers welcome consumers back to their venues. Not resting on its laurels, the company also continues to make substantial investments in its long-term growth in the U.S. and abroad. Given all of this, will you consider investing in BYND stock right now?\nSource: TD Ameritrade TOS\n[Read More] What Stocks To Buy Today? 5 Tech Stocks To Watch\nTrip.com Group Ltd\nFollowing that, we have multinational online travel companyTrip.com, a leading one-stop travel platform globally. It integrates a comprehensive suite of travel products and services and differentiated travel content. It is the go-to destination for travelers in China and around the world. Impressively, it is currently one of the largest online travel agencies in China and also one of the largest travel service providers in the world.\nAfter yesterday’s closing bell, Trip.com posted solid figures in its second fiscal quarter earnings report. In it, the company saw a total revenue of $912 million for the quarter. This marks a significant year-over-year jump of 86%. In terms of net income, the company saw a 43% increase over the same period. CEO Jane Sun cites Trip.com’s focus on the domestic market as a core contributor to this solid quarter for the company. Overall, given this piece of news, will you consider adding TCOM stock to your portfolio right now?\nSource: TD Ameritrade TOSVail Resorts Inc.\nVail Resortsis a leading global mountain resort operator. The company and its subsidiaries operate 37 destination mountain resorts and regional ski areas. In essence, it owns and/or manages a collection of casually elegant hotels under the RockResorts brand. It also has a development company that is in the real estate planning and development business. MTN stock is up by over 40% in the past year alone.\nRecently, KeyBanc Capital Markets upgraded Vail Resorts to an Overweight rating from Sector Weight and hit it with a price target of $355. Analyst Brett Andreas says that demand for skiing vacations was exceeding expectations with some bookings already at record levels. Not to mention, the company continues to gain momentum on the financial front. In its fourth fiscal quarterearnings call, Vail reported a net income of $127.9 million, marking a sizable 29.4% year-over-year increase. After considering that pandemic-related factors still weigh on its key operations, the company’s fundamentals are admirable. Moreover, the company also declared a cash dividend of $0.88 per share, to investors’ delight. All things considered, will you buy MTN stock?\nSource: TD Ameritrade TOS\n[Read More] 4 Semiconductor Stocks To Watch Right Now\nCostco Wholesale Corporation\nNext up, we will be taking a look atCostco. For the most part, the multinational consumer staples giant would be another player to consider in thestock market today. The main factor differentiating Costco from its retail competitors would be its membership-only big-box operations. Simply put, the company only caters to members and sells daily necessities in bulk. Amidst the ongoing pandemic and climate crises, Costco’s offerings could see greater demand from consumers.\nBy and large, with COST stock sitting on year-to-date gains of over 19%, could it be worth investing in? Well, for one thing, the company beat Wall Streets’ projections across the board in its latest quarterly earnings report. In detail, Costco posted an earnings per share of $3.76 on revenue of $62.7 billion for the quarter. For some perspective, consensus estimates suggest an earnings per share of $3.59 on revenue of $61.6 billion. All in all, would you consider adding COST stock to your portfolio?\nSource: TD Ameritrade TOS\n[Read More] Top Stocks To Buy Now? 4 Renewable Energy Stocks For Your Watchlist\nStitch Fix Inc.\nAnother name to know in the consumer stock space now would beStitch Fix. In brief, it is an online personal styling service. Through a combination of artificial intelligence and data science, Stitch Fix provides customers with personalized e-commerce experiences. Given the prevalence of online shopping throughout the pandemic, SFIX stock could be in focus among investors. In fact, the company’s shares are up by over 15% just this week on account of its solid earnings report.\nNotably, Stitch Fix raked in a total revenue of $571.16 million for the quarter, marking a 28% year-over-year increase. Additionally, the company also reported massive year-over-year spikes of over 145% in both its net income and earnings per share. Despite beating analyst estimates on these fronts, Stitch Fix does not seem to be slowing down anytime soon. This appears to be the case as the company is expanding its services with Stitch Fix Freestyle, a “differentiated shopping experience”. This would give customers a more instant and flexible means of shopping on its platform. As such, could SFIX stock be a top pick in the stock market now?","news_type":1,"symbols_score_info":{"ROKU":0.9,"NKE":0.9,"BYND":0.9,"SFIX":0.9,"COST":0.9,"TCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":3782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861219391,"gmtCreate":1632497160313,"gmtModify":1632715870001,"author":{"id":"3579878222573636","authorId":"3579878222573636","name":"joshua0111","avatar":"https://static.tigerbbs.com/662a143659b3954c78c2e0a2c91c466b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579878222573636","authorIdStr":"3579878222573636"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/861219391","repostId":"2169590615","repostType":4,"isVote":1,"tweetType":1,"viewCount":3360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863439095,"gmtCreate":1632410434217,"gmtModify":1632730384637,"author":{"id":"3579878222573636","authorId":"3579878222573636","name":"joshua0111","avatar":"https://static.tigerbbs.com/662a143659b3954c78c2e0a2c91c466b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579878222573636","authorIdStr":"3579878222573636"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863439095","repostId":"1105775848","repostType":4,"repost":{"id":"1105775848","kind":"news","pubTimestamp":1632405523,"share":"https://www.laohu8.com/m/news/1105775848?lang=zh_CN&edition=full","pubTime":"2021-09-23 21:58","market":"us","language":"en","title":"US Services PMI Plunges To 14-Month Low As Input Prices Soar<blockquote>由于投入价格飙升，美国服务业PMI跌至14个月低点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105775848","media":"zerohedge","summary":"After August's surprising tumble in Markit's PMIs (Services much more so than Manufacturing), analys","content":"<p>After August's surprising tumble in Markit's PMIs (Services much more so than Manufacturing), analysts expected that trend to continue in preliminary September data (albeit at a far more gradual rates), all of which fits with the ongoing trend of collapse in actual macro-economic data relative to over-optimistic expectations.</p><p><blockquote>在8月份Markit PMI（服务业比制造业严重得多）出人意料地下跌之后，分析师预计这一趋势将在9月份的初步数据中继续（尽管速度要缓慢得多），所有这些都符合实际宏观经济持续崩溃的趋势。相对于过度乐观的预期，经济数据。</blockquote></p><p> The actual prints were worse than expected:</p><p><blockquote>实际打印结果比预期的要差：</blockquote></p><p> <ul>  <li><b>Markit US Manufacturing fell to 60.5</b>in early Sept from 61.1 in August (below the 61.0 expected)</li>  <li><b>Markit US Services fell to 54.4</b>in early Sept from 55.1 in August (below the 54.9 expected) -<b>a 14-month low</b></li> </ul> <img src=\"https://static.tigerbbs.com/f4a1dfd7f2254ab17b8ab2ffecf2d96a\" tg-width=\"945\" tg-height=\"557\" width=\"100%\" height=\"auto\"><i>Source: Bloomberg</i></p><p><blockquote><ul><li><b>Markit美国制造业跌至60.5</b>9月初从8月的61.1（低于预期的61.0）</li><li><b>Markit美国服务业跌至54.4</b>9月初从8月的55.1（低于预期的54.9）-<b>创14个月新低</b></li></ul><i>资料来源：彭博社</i></blockquote></p><p> <b>On the price front, input costs rose at a sharper pace during September.</b></p><p><blockquote><b>在价格方面，9月份投入成本上涨幅度更大。</b></blockquote></p><p>   The rate of cost inflation was the quickest for four months, and the second-highest on record, as supply chain disruptions and material shortages pushed prices and transportation costs up.    <b>Output charges continued to increase markedly,</b>continuing to rise at a pace far outstripping anything seen in the survey’s history prior to May, as firms sought to pass on higher costs to clients where possible.  <b>The flash US Composite PMI tumbled to 54.5 (below expectations) - its weakest in 12 months...</b></p><p><blockquote>由于供应链中断和材料短缺推高了价格和运输成本，成本通胀率为四个月来最快，也是有记录以来第二高。<b>产出费用继续显著增加，</b>由于企业试图尽可能将更高的成本转嫁给客户，价格继续以远远超过5月份之前调查历史上的任何情况。<b>美国综合PMI初值跌至54.5（低于预期），为12个月来的最低水平...</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/3234b5158ebba50c80cdd6550c943c94\" tg-width=\"945\" tg-height=\"558\" width=\"100%\" height=\"auto\"><i>Source: Bloomberg</i></p><p><blockquote><i>资料来源：彭博社</i></blockquote></p><p> Commenting on the PMI data,Chris Williamson, Chief Business Economist at IHS Markit,said:</p><p><blockquote>IHS Markit首席商业经济学家克里斯·威廉姆森在评论PMI数据时表示：</blockquote></p><p>   “The pace of US economic growth cooled further in September, having soared in the second quarter, reflecting a combination of peaking demand, supply chain delays and labour shortages.    “The slowdown was led by a cooling of demand in the service sector, linked in part to the Delta variant spread. However, while manufacturers have seen far more resilient demand, factories face growing problems in sourcing enough supplies and labour to meet orders. Supply chain delays show no signs of easing, with another near-record lengthening of delivery times in September. Hence factory output growth also weakened and order book backlogs rose at a record pace in September.    “The upshot is yet another month of sharply rising prices charged for goods and services as demand outpaces supply, and higher costs are passed on to customers.”  So economic growth is cooling but prices are still soaring...</p><p><blockquote>“美国经济增长速度在第二季度飙升后，在9月份进一步降温，反映了需求见顶、供应链延迟和劳动力短缺的综合因素。”放缓是由服务业需求降温导致的，部分原因与德尔塔变异毒株的蔓延有关。然而，尽管制造商看到了更有弹性的需求，但工厂在采购足够的供应和劳动力来满足订单方面面临越来越大的问题。供应链延误没有缓解的迹象，9月份交货时间再次接近创纪录的延长。因此，工厂产出增长也减弱，9月份积压订单以创纪录的速度上升。“结果是，随着需求超过供应，商品和服务价格又一个月大幅上涨，更高的成本转嫁给了客户。”因此，经济增长正在降温，但价格仍在飙升...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d155c84a63ddd379ea758a0ea5af5bbf\" tg-width=\"671\" tg-height=\"511\" width=\"100%\" height=\"auto\">Cough \"stagflation\" cough.</p><p><blockquote>咳嗽“滞涨”咳嗽。</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>US Services PMI Plunges To 14-Month Low As Input Prices Soar<blockquote>由于投入价格飙升，美国服务业PMI跌至14个月低点</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; 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}\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\">\nUS Services PMI Plunges To 14-Month Low As Input Prices Soar<blockquote>由于投入价格飙升，美国服务业PMI跌至14个月低点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-23 21:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After August's surprising tumble in Markit's PMIs (Services much more so than Manufacturing), analysts expected that trend to continue in preliminary September data (albeit at a far more gradual rates), all of which fits with the ongoing trend of collapse in actual macro-economic data relative to over-optimistic expectations.</p><p><blockquote>在8月份Markit PMI（服务业比制造业严重得多）出人意料地下跌之后，分析师预计这一趋势将在9月份的初步数据中继续（尽管速度要缓慢得多），所有这些都符合实际宏观经济持续崩溃的趋势。相对于过度乐观的预期，经济数据。</blockquote></p><p> The actual prints were worse than expected:</p><p><blockquote>实际打印结果比预期的要差：</blockquote></p><p> <ul>  <li><b>Markit US Manufacturing fell to 60.5</b>in early Sept from 61.1 in August (below the 61.0 expected)</li>  <li><b>Markit US Services fell to 54.4</b>in early Sept from 55.1 in August (below the 54.9 expected) -<b>a 14-month low</b></li> </ul> <img src=\"https://static.tigerbbs.com/f4a1dfd7f2254ab17b8ab2ffecf2d96a\" tg-width=\"945\" tg-height=\"557\" width=\"100%\" height=\"auto\"><i>Source: Bloomberg</i></p><p><blockquote><ul><li><b>Markit美国制造业跌至60.5</b>9月初从8月的61.1（低于预期的61.0）</li><li><b>Markit美国服务业跌至54.4</b>9月初从8月的55.1（低于预期的54.9）-<b>创14个月新低</b></li></ul><i>资料来源：彭博社</i></blockquote></p><p> <b>On the price front, input costs rose at a sharper pace during September.</b></p><p><blockquote><b>在价格方面，9月份投入成本上涨幅度更大。</b></blockquote></p><p>   The rate of cost inflation was the quickest for four months, and the second-highest on record, as supply chain disruptions and material shortages pushed prices and transportation costs up.    <b>Output charges continued to increase markedly,</b>continuing to rise at a pace far outstripping anything seen in the survey’s history prior to May, as firms sought to pass on higher costs to clients where possible.  <b>The flash US Composite PMI tumbled to 54.5 (below expectations) - its weakest in 12 months...</b></p><p><blockquote>由于供应链中断和材料短缺推高了价格和运输成本，成本通胀率为四个月来最快，也是有记录以来第二高。<b>产出费用继续显著增加，</b>由于企业试图尽可能将更高的成本转嫁给客户，价格继续以远远超过5月份之前调查历史上的任何情况。<b>美国综合PMI初值跌至54.5（低于预期），为12个月来的最低水平...</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/3234b5158ebba50c80cdd6550c943c94\" tg-width=\"945\" tg-height=\"558\" width=\"100%\" height=\"auto\"><i>Source: Bloomberg</i></p><p><blockquote><i>资料来源：彭博社</i></blockquote></p><p> Commenting on the PMI data,Chris Williamson, Chief Business Economist at IHS Markit,said:</p><p><blockquote>IHS Markit首席商业经济学家克里斯·威廉姆森在评论PMI数据时表示：</blockquote></p><p>   “The pace of US economic growth cooled further in September, having soared in the second quarter, reflecting a combination of peaking demand, supply chain delays and labour shortages.    “The slowdown was led by a cooling of demand in the service sector, linked in part to the Delta variant spread. However, while manufacturers have seen far more resilient demand, factories face growing problems in sourcing enough supplies and labour to meet orders. Supply chain delays show no signs of easing, with another near-record lengthening of delivery times in September. Hence factory output growth also weakened and order book backlogs rose at a record pace in September.    “The upshot is yet another month of sharply rising prices charged for goods and services as demand outpaces supply, and higher costs are passed on to customers.”  So economic growth is cooling but prices are still soaring...</p><p><blockquote>“美国经济增长速度在第二季度飙升后，在9月份进一步降温，反映了需求见顶、供应链延迟和劳动力短缺的综合因素。”放缓是由服务业需求降温导致的，部分原因与德尔塔变异毒株的蔓延有关。然而，尽管制造商看到了更有弹性的需求，但工厂在采购足够的供应和劳动力来满足订单方面面临越来越大的问题。供应链延误没有缓解的迹象，9月份交货时间再次接近创纪录的延长。因此，工厂产出增长也减弱，9月份积压订单以创纪录的速度上升。“结果是，随着需求超过供应，商品和服务价格又一个月大幅上涨，更高的成本转嫁给了客户。”因此，经济增长正在降温，但价格仍在飙升...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d155c84a63ddd379ea758a0ea5af5bbf\" tg-width=\"671\" tg-height=\"511\" width=\"100%\" height=\"auto\">Cough \"stagflation\" cough.</p><p><blockquote>咳嗽“滞涨”咳嗽。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/economics/us-services-pmi-plunges-14-month-low-input-prices-soar?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/economics/us-services-pmi-plunges-14-month-low-input-prices-soar?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105775848","content_text":"After August's surprising tumble in Markit's PMIs (Services much more so than Manufacturing), analysts expected that trend to continue in preliminary September data (albeit at a far more gradual rates), all of which fits with the ongoing trend of collapse in actual macro-economic data relative to over-optimistic expectations.\nThe actual prints were worse than expected:\n\nMarkit US Manufacturing fell to 60.5in early Sept from 61.1 in August (below the 61.0 expected)\nMarkit US Services fell to 54.4in early Sept from 55.1 in August (below the 54.9 expected) -a 14-month low\n\nSource: Bloomberg\nOn the price front, input costs rose at a sharper pace during September.\n\n The rate of cost inflation was the quickest for four months, and the second-highest on record, as supply chain disruptions and material shortages pushed prices and transportation costs up.\n\n\nOutput charges continued to increase markedly,continuing to rise at a pace far outstripping anything seen in the survey’s history prior to May, as firms sought to pass on higher costs to clients where possible.\n\nThe flash US Composite PMI tumbled to 54.5 (below expectations) - its weakest in 12 months...\nSource: Bloomberg\nCommenting on the PMI data,Chris Williamson, Chief Business Economist at IHS Markit,said:\n\n “The pace of US economic growth cooled further in September, having soared in the second quarter, reflecting a combination of peaking demand, supply chain delays and labour shortages.\n\n\n “The slowdown was led by a cooling of demand in the service sector, linked in part to the Delta variant spread. However, while manufacturers have seen far more resilient demand, factories face growing problems in sourcing enough supplies and labour to meet orders. Supply chain delays show no signs of easing, with another near-record lengthening of delivery times in September. Hence factory output growth also weakened and order book backlogs rose at a record pace in September.\n\n\n “The upshot is yet another month of sharply rising prices charged for goods and services as demand outpaces supply, and higher costs are passed on to customers.”\n\nSo economic growth is cooling but prices are still soaring...\nCough \"stagflation\" cough.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869546371,"gmtCreate":1632309751393,"gmtModify":1632801356208,"author":{"id":"3579878222573636","authorId":"3579878222573636","name":"joshua0111","avatar":"https://static.tigerbbs.com/662a143659b3954c78c2e0a2c91c466b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579878222573636","authorIdStr":"3579878222573636"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/869546371","repostId":"2169324976","repostType":4,"isVote":1,"tweetType":1,"viewCount":2617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860870745,"gmtCreate":1632157061387,"gmtModify":1632802433294,"author":{"id":"3579878222573636","authorId":"3579878222573636","name":"joshua0111","avatar":"https://static.tigerbbs.com/662a143659b3954c78c2e0a2c91c466b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579878222573636","authorIdStr":"3579878222573636"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860870745","repostId":"2168683242","repostType":4,"isVote":1,"tweetType":1,"viewCount":3584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}