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weiyun
weiyun
·
2021-11-28
Ok
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weiyun
weiyun
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2021-11-24
Ok
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weiyun
weiyun
·
2021-11-22
Ok
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weiyun
weiyun
·
2021-11-19
Yay
Tesla Stock Price Target Hiked To Street High As House Eyes New EV Credits<blockquote>由于众议院关注新的电动汽车积分，特斯拉股价目标上调至华尔街高点</blockquote>
Wedbush analyst Dan Ives raised his Tesla price target to $1,400 from $1,000 as a House vote neared on legislation with EV credits.
Tesla Stock Price Target Hiked To Street High As House Eyes New EV Credits<blockquote>由于众议院关注新的电动汽车积分，特斯拉股价目标上调至华尔街高点</blockquote>
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weiyun
weiyun
·
2021-11-18
Ok
Starbucks, Amazon team up to open cashier-less store, cafe in NYC<blockquote>星巴克和亚马逊联手在纽约开设无收银员商店和咖啡馆</blockquote>
Starbucks (SBUX) has teamed up with Amazon (AMZN) Go to deliver a new store concept to consumers in
Starbucks, Amazon team up to open cashier-less store, cafe in NYC<blockquote>星巴克和亚马逊联手在纽约开设无收银员商店和咖啡馆</blockquote>
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weiyun
weiyun
·
2021-11-17
Like
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weiyun
weiyun
·
2021-11-16
Mnn
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weiyun
weiyun
·
2021-11-14
Nice
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weiyun
weiyun
·
2021-11-12
Nvm wil rise up again
Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</blockquote>
Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp t
Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</blockquote>
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weiyun
weiyun
·
2021-11-10
Yay
These 25 semiconductor stocks could rise as much as 43% with chips in short supply<blockquote>芯片供不应求这25只半导体股或涨43%</blockquote>
Just about every investor is aware that a shortage of semiconductors and related equipment, includin
These 25 semiconductor stocks could rise as much as 43% with chips in short supply<blockquote>芯片供不应求这25只半导体股或涨43%</blockquote>
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leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1637290040,"share":"https://www.laohu8.com/m/news/2184289000?lang=zh_CN&edition=full","pubTime":"2021-11-19 10:47","market":"us","language":"en","title":"Tesla Stock Price Target Hiked To Street High As House Eyes New EV Credits<blockquote>由于众议院关注新的电动汽车积分，特斯拉股价目标上调至华尔街高点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2184289000","media":"Investors","summary":"Wedbush analyst Dan Ives raised his Tesla price target to $1,400 from $1,000 as a House vote neared on legislation with EV credits.","content":"<p>Wedbush analyst Daniel Ives raised his price target for <b>Tesla</b> stock to $1,400 from $1,000 in a note to clients late Thursday, as the U.S. appears poised to vote on a reconciliation bill that includes EV credits for Tesla and other EV makers. Tesla stock closed higher on Thursday, while other EV stocks slumped.</p><p><blockquote>Wedbush分析师Daniel Ives上调了目标价<b>特斯拉</b>在周四晚间给客户的一份报告中，股价从1,000美元升至1,400美元，因为美国似乎准备就一项和解法案进行投票，其中包括为特斯拉和其他电动汽车制造商提供电动汽车积分。特斯拉股价周四收高，而其他电动汽车股则下跌。</blockquote></p><p> Wedbush's price target is the highest on Wall Street, along with the top end of Jefferies' outlook. </p><p><blockquote>韦德布什的目标价是华尔街最高的，也是杰富瑞前景的上限。</blockquote></p><p> Ives says the linchpin to the overall bull thesis on Tesla remains China. Wedbush estimates China will represent 40% of Tesla's deliveries in 2022.</p><p><blockquote>Ives表示，特斯拉整体牛市的关键仍然是中国。韦德布什估计，到2022年，中国将占特斯拉交付量的40%。</blockquote></p><p> Ives added that Tesla is now \"on a (roughly) 50k monthly run-rate for China into 2022.\"</p><p><blockquote>Ives补充说，特斯拉现在“到2022年，中国的月销量（大约）为5万辆。”</blockquote></p><p> Tesla sold 54,391 China-made vehicles in October, including 40,666 for export, the China Passenger Car Association said. In September, Tesla sold 56,006 vehicles in China, of which 3,853 were exported. Tesla typically exports the bulk of its production in the first two months of the quarter.</p><p><blockquote>中国乘用车协会表示，特斯拉10月份中国制造汽车销量为54391辆，其中出口汽车40666辆。9月，特斯拉在华销量56006辆，其中出口3853辆。特斯拉通常在本季度的前两个月出口大部分产品。</blockquote></p><p> Wedbush analysts estimate Tesla's sales in China is worth $400 a share for 2022. Ives maintained his Outperform rating on Tesla stock. He recently lifted his bull-case price target to $1,800.</p><p><blockquote>Wedbush分析师估计，2022年特斯拉在华销售额为每股400美元。Ives维持对特斯拉股票跑赢大盘的评级。他最近将牛市目标价上调至1,800美元。</blockquote></p><p> \"The chip/component shortage remains a headwind for Tesla (and every other automaker), however we view this as a transitory issue with our core focus on Model 3/Y demand, which is outstripping supply by roughly 15% as of today,\" Ives said.</p><p><blockquote>“芯片/零部件短缺仍然是特斯拉（以及所有其他汽车制造商）的阻力，但我们认为这是一个暂时的问题，我们的核心重点是Model 3/Y的需求，截至今天，Model 3/Y的需求超过了供应约15%，”Ives说。</blockquote></p><p> <h2>Tesla Stock</h2> Shares edged up 0.7% to 1096.28 on the stock market today. Tesla stock is up 6% so far this week, after falling 15% last week after CEO Elon Musk began selling 10% of his stake in the company.</p><p><blockquote><h2>特斯拉股票</h2>今天股市股价小幅上涨0.7%，至1096.28点。特斯拉股价本周迄今上涨6%，上周在首席执行官Elon Musk开始出售其所持公司10%股份后下跌15%。</blockquote></p><p> TSLA stock is in profit-taking zone, after racing past a 900.50 cup-base buy point, according to MarketSmith chart analysis.</p><p><blockquote>根据MarketSmith图表分析，TSLA股票在突破900.50杯基买入点后处于获利回吐区。</blockquote></p><p> Meanwhile, other EV stocks have slumped in recent days. <b>Lucid</b> fell 10.5% on Thursday, adding to its 5.4% decline the day before. <b>Fisker</b> dropped 6.2%.</p><p><blockquote>与此同时，其他电动汽车股票最近几天也暴跌。<b>清醒的</b>周四下跌10.5%，延续前一天5.4%的跌幅。<b>菲斯克</b>下降6.2%。</blockquote></p><p> Recent IPO <b>Rivian</b> tumbled 15.5% to 123.38, after falling 15% on Wednesday, following a five-day surge post-IPO.</p><p><blockquote>近期IPO<b>Rivian</b>继IPO后连续五天飙升后，周三下跌15%，下跌15.5%至123.38点。</blockquote></p><p> Among other U.S.-based automakers with a growing EV slate, <b>General Motors</b> fell 3.5% and <b>Ford</b> was down 2%.</p><p><blockquote>在其他电动汽车产品不断增长的美国汽车制造商中，<b>通用汽车</b>下跌3.5%及<b>福特</b>下降了2%。</blockquote></p><p> China-based rivals <b>Nio</b> lost 3.2%, <b>Xpeng</b> was down 2% and <b>Li Auto</b> fell 3.7%.</p><p><blockquote>中国竞争对手<b>蔚来</b>下跌3.2%，<b>小鹏</b>下降了2%<b>理想汽车</b>下跌3.7%。</blockquote></p><p> <h2>EV Credits</h2> The House is slated to vote on a massive tax-and-spending reconciliation bill Thursday that would include expanded tax credits, with Tesla and GM once again eligible.</p><p><blockquote><h2>电动汽车积分</h2>众议院定于周四就一项大规模的税收和支出调节法案进行投票，该法案将包括扩大税收抵免，特斯拉和通用汽车再次符合资格。</blockquote></p><p> The bill would grant up to $7,500 in tax credits for buying EVs, but those credits would increase by $4,500 if a vehicle's final assembly occurs at a U.S. facility with unionized workers. That would only apply to GM, Ford and Chrysler, since their workers are unionized. It would exclude Tesla, Rivian, Lucid and all foreign automakers.</p><p><blockquote>该法案将为购买电动汽车提供高达7,500美元的税收抵免，但如果车辆的最终组装在有工会工人的美国工厂进行，这些抵免将增加4,500美元。这只适用于通用汽车、福特和克莱斯勒，因为他们的工人都加入了工会。它将排除特斯拉、Rivian、Lucid和所有外国汽车制造商。</blockquote></p><p> However, the Senate is likely to make significant changes to the reconciliation bill. That could include changes to the EV credits, including tougher caps on income and price tag limits as well as stripping out the union bonus. Final passage could be months away.</p><p><blockquote>然而，参议院很可能会对和解法案做出重大修改。这可能包括电动汽车积分的变化，包括更严格的收入上限和价格标签限制以及取消工会奖金。最终通过可能需要几个月的时间。</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>Tesla Stock Price Target Hiked To Street High As House Eyes New EV Credits<blockquote>由于众议院关注新的电动汽车积分，特斯拉股价目标上调至华尔街高点</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; 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\">\nTesla Stock Price Target Hiked To Street High As House Eyes New EV Credits<blockquote>由于众议院关注新的电动汽车积分，特斯拉股价目标上调至华尔街高点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time smaller\">2021-11-19 10:47</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Wedbush analyst Daniel Ives raised his price target for <b>Tesla</b> stock to $1,400 from $1,000 in a note to clients late Thursday, as the U.S. appears poised to vote on a reconciliation bill that includes EV credits for Tesla and other EV makers. Tesla stock closed higher on Thursday, while other EV stocks slumped.</p><p><blockquote>Wedbush分析师Daniel Ives上调了目标价<b>特斯拉</b>在周四晚间给客户的一份报告中，股价从1,000美元升至1,400美元，因为美国似乎准备就一项和解法案进行投票，其中包括为特斯拉和其他电动汽车制造商提供电动汽车积分。特斯拉股价周四收高，而其他电动汽车股则下跌。</blockquote></p><p> Wedbush's price target is the highest on Wall Street, along with the top end of Jefferies' outlook. </p><p><blockquote>韦德布什的目标价是华尔街最高的，也是杰富瑞前景的上限。</blockquote></p><p> Ives says the linchpin to the overall bull thesis on Tesla remains China. Wedbush estimates China will represent 40% of Tesla's deliveries in 2022.</p><p><blockquote>Ives表示，特斯拉整体牛市的关键仍然是中国。韦德布什估计，到2022年，中国将占特斯拉交付量的40%。</blockquote></p><p> Ives added that Tesla is now \"on a (roughly) 50k monthly run-rate for China into 2022.\"</p><p><blockquote>Ives补充说，特斯拉现在“到2022年，中国的月销量（大约）为5万辆。”</blockquote></p><p> Tesla sold 54,391 China-made vehicles in October, including 40,666 for export, the China Passenger Car Association said. In September, Tesla sold 56,006 vehicles in China, of which 3,853 were exported. Tesla typically exports the bulk of its production in the first two months of the quarter.</p><p><blockquote>中国乘用车协会表示，特斯拉10月份中国制造汽车销量为54391辆，其中出口汽车40666辆。9月，特斯拉在华销量56006辆，其中出口3853辆。特斯拉通常在本季度的前两个月出口大部分产品。</blockquote></p><p> Wedbush analysts estimate Tesla's sales in China is worth $400 a share for 2022. Ives maintained his Outperform rating on Tesla stock. He recently lifted his bull-case price target to $1,800.</p><p><blockquote>Wedbush分析师估计，2022年特斯拉在华销售额为每股400美元。Ives维持对特斯拉股票跑赢大盘的评级。他最近将牛市目标价上调至1,800美元。</blockquote></p><p> \"The chip/component shortage remains a headwind for Tesla (and every other automaker), however we view this as a transitory issue with our core focus on Model 3/Y demand, which is outstripping supply by roughly 15% as of today,\" Ives said.</p><p><blockquote>“芯片/零部件短缺仍然是特斯拉（以及所有其他汽车制造商）的阻力，但我们认为这是一个暂时的问题，我们的核心重点是Model 3/Y的需求，截至今天，Model 3/Y的需求超过了供应约15%，”Ives说。</blockquote></p><p> <h2>Tesla Stock</h2> Shares edged up 0.7% to 1096.28 on the stock market today. Tesla stock is up 6% so far this week, after falling 15% last week after CEO Elon Musk began selling 10% of his stake in the company.</p><p><blockquote><h2>特斯拉股票</h2>今天股市股价小幅上涨0.7%，至1096.28点。特斯拉股价本周迄今上涨6%，上周在首席执行官Elon Musk开始出售其所持公司10%股份后下跌15%。</blockquote></p><p> TSLA stock is in profit-taking zone, after racing past a 900.50 cup-base buy point, according to MarketSmith chart analysis.</p><p><blockquote>根据MarketSmith图表分析，TSLA股票在突破900.50杯基买入点后处于获利回吐区。</blockquote></p><p> Meanwhile, other EV stocks have slumped in recent days. <b>Lucid</b> fell 10.5% on Thursday, adding to its 5.4% decline the day before. <b>Fisker</b> dropped 6.2%.</p><p><blockquote>与此同时，其他电动汽车股票最近几天也暴跌。<b>清醒的</b>周四下跌10.5%，延续前一天5.4%的跌幅。<b>菲斯克</b>下降6.2%。</blockquote></p><p> Recent IPO <b>Rivian</b> tumbled 15.5% to 123.38, after falling 15% on Wednesday, following a five-day surge post-IPO.</p><p><blockquote>近期IPO<b>Rivian</b>继IPO后连续五天飙升后，周三下跌15%，下跌15.5%至123.38点。</blockquote></p><p> Among other U.S.-based automakers with a growing EV slate, <b>General Motors</b> fell 3.5% and <b>Ford</b> was down 2%.</p><p><blockquote>在其他电动汽车产品不断增长的美国汽车制造商中，<b>通用汽车</b>下跌3.5%及<b>福特</b>下降了2%。</blockquote></p><p> China-based rivals <b>Nio</b> lost 3.2%, <b>Xpeng</b> was down 2% and <b>Li Auto</b> fell 3.7%.</p><p><blockquote>中国竞争对手<b>蔚来</b>下跌3.2%，<b>小鹏</b>下降了2%<b>理想汽车</b>下跌3.7%。</blockquote></p><p> <h2>EV Credits</h2> The House is slated to vote on a massive tax-and-spending reconciliation bill Thursday that would include expanded tax credits, with Tesla and GM once again eligible.</p><p><blockquote><h2>电动汽车积分</h2>众议院定于周四就一项大规模的税收和支出调节法案进行投票，该法案将包括扩大税收抵免，特斯拉和通用汽车再次符合资格。</blockquote></p><p> The bill would grant up to $7,500 in tax credits for buying EVs, but those credits would increase by $4,500 if a vehicle's final assembly occurs at a U.S. facility with unionized workers. That would only apply to GM, Ford and Chrysler, since their workers are unionized. It would exclude Tesla, Rivian, Lucid and all foreign automakers.</p><p><blockquote>该法案将为购买电动汽车提供高达7,500美元的税收抵免，但如果车辆的最终组装在有工会工人的美国工厂进行，这些抵免将增加4,500美元。这只适用于通用汽车、福特和克莱斯勒，因为他们的工人都加入了工会。它将排除特斯拉、Rivian、Lucid和所有外国汽车制造商。</blockquote></p><p> However, the Senate is likely to make significant changes to the reconciliation bill. That could include changes to the EV credits, including tougher caps on income and price tag limits as well as stripping out the union bonus. Final passage could be months away.</p><p><blockquote>然而，参议院很可能会对和解法案做出重大修改。这可能包括电动汽车积分的变化，包括更严格的收入上限和价格标签限制以及取消工会奖金。最终通过可能需要几个月的时间。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","TSLA":"特斯拉","NGD":"New Gold"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184289000","content_text":"Wedbush analyst Daniel Ives raised his price target for Tesla stock to $1,400 from $1,000 in a note to clients late Thursday, as the U.S. appears poised to vote on a reconciliation bill that includes EV credits for Tesla and other EV makers. Tesla stock closed higher on Thursday, while other EV stocks slumped.\nWedbush's price target is the highest on Wall Street, along with the top end of Jefferies' outlook. \nIves says the linchpin to the overall bull thesis on Tesla remains China. Wedbush estimates China will represent 40% of Tesla's deliveries in 2022.\nIves added that Tesla is now \"on a (roughly) 50k monthly run-rate for China into 2022.\"\nTesla sold 54,391 China-made vehicles in October, including 40,666 for export, the China Passenger Car Association said. In September, Tesla sold 56,006 vehicles in China, of which 3,853 were exported. Tesla typically exports the bulk of its production in the first two months of the quarter.\nWedbush analysts estimate Tesla's sales in China is worth $400 a share for 2022. Ives maintained his Outperform rating on Tesla stock. He recently lifted his bull-case price target to $1,800.\n\"The chip/component shortage remains a headwind for Tesla (and every other automaker), however we view this as a transitory issue with our core focus on Model 3/Y demand, which is outstripping supply by roughly 15% as of today,\" Ives said.\nTesla Stock\nShares edged up 0.7% to 1096.28 on the stock market today. Tesla stock is up 6% so far this week, after falling 15% last week after CEO Elon Musk began selling 10% of his stake in the company.\nTSLA stock is in profit-taking zone, after racing past a 900.50 cup-base buy point, according to MarketSmith chart analysis.\nMeanwhile, other EV stocks have slumped in recent days. Lucid fell 10.5% on Thursday, adding to its 5.4% decline the day before. Fisker dropped 6.2%.\nRecent IPO Rivian tumbled 15.5% to 123.38, after falling 15% on Wednesday, following a five-day surge post-IPO.\nAmong other U.S.-based automakers with a growing EV slate, General Motors fell 3.5% and Ford was down 2%.\nChina-based rivals Nio lost 3.2%, Xpeng was down 2% and Li Auto fell 3.7%.\nEV Credits\nThe House is slated to vote on a massive tax-and-spending reconciliation bill Thursday that would include expanded tax credits, with Tesla and GM once again eligible.\nThe bill would grant up to $7,500 in tax credits for buying EVs, but those credits would increase by $4,500 if a vehicle's final assembly occurs at a U.S. facility with unionized workers. That would only apply to GM, Ford and Chrysler, since their workers are unionized. It would exclude Tesla, Rivian, Lucid and all foreign automakers.\nHowever, the Senate is likely to make significant changes to the reconciliation bill. That could include changes to the EV credits, including tougher caps on income and price tag limits as well as stripping out the union bonus. Final passage could be months away.","news_type":1,"symbols_score_info":{"TGT":0.9,"NGD":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":4919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878786978,"gmtCreate":1637233471797,"gmtModify":1637233472108,"author":{"id":"3580425558261791","authorId":"3580425558261791","name":"weiyun","avatar":"https://static.tigerbbs.com/477c415682361148f065d9de1aa8c930","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580425558261791","idStr":"3580425558261791"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878786978","repostId":"1171955198","repostType":4,"repost":{"id":"1171955198","kind":"news","pubTimestamp":1637233373,"share":"https://www.laohu8.com/m/news/1171955198?lang=zh_CN&edition=full","pubTime":"2021-11-18 19:02","market":"us","language":"en","title":"Starbucks, Amazon team up to open cashier-less store, cafe in NYC<blockquote>星巴克和亚马逊联手在纽约开设无收银员商店和咖啡馆</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171955198","media":"Yahoo","summary":"Starbucks (SBUX) has teamed up with Amazon (AMZN) Go to deliver a new store concept to consumers in ","content":"<p>Starbucks (SBUX) has teamed up with Amazon (AMZN) Go to deliver a new store concept to consumers in New York City — one without any cashiers.</p><p><blockquote>星巴克(SBUX)与亚马逊(AMZN)Go合作，向纽约市的消费者提供一种新的商店概念——没有任何收银员。</blockquote></p><p> The new Starbucks Pickup, located at 59th Street between Park & Lexington Avenue, is set to open to the public on Thursday, November 18th. The retail experience uses the order ahead feature on the Starbucks app and Amazon Go’s Just Walk Out technology to create a touch-less experience, the companies announced on Thursday.</p><p><blockquote>新的星巴克皮卡位于公园和列克星敦大道之间的第59街，将于11月18日周四向公众开放。两家公司周四宣布，零售体验使用星巴克应用程序上的提前订购功能和Amazon Go的Just Walk Out技术来创建无接触体验。</blockquote></p><p> The team-up is part of the ongoing COVID-19 era trend to leverage technology in favor of human contact to expedite requests, as well as reduce the chances of transmission.</p><p><blockquote>该团队是正在进行的新冠肺炎时代趋势的一部分，即利用有利于人类接触的技术来加快请求，并减少传播的机会。</blockquote></p><p> The two powerhouses are teaming up to create \"a common vision to provide innovative in-store experiences that are centered on the customer,” Dilip Kumar, Amazon's VP of physical retail and technology, said in a statement.</p><p><blockquote>亚马逊实体零售和技术副总裁迪利普·库马尔（Dilip Kumar）在一份声明中表示，这两家巨头正在联手创造“一个共同的愿景，即提供以客户为中心的创新店内体验”。</blockquote></p><p> Dubbed Starbucks Pickup with Amazon Go, the system gives customers the ability to choose their experience, \"whether it is utilizing the Starbucks and Amazon apps to purchase food and beverages on the go, or deciding to stay in the lounge for the traditional third place experience Starbucks is known for,” Starbucks executive Katie Young said.</p><p><blockquote>该系统被称为星巴克Pickup with Amazon Go，让顾客能够选择他们的体验，“无论是利用星巴克和亚马逊应用程序在旅途中购买食品和饮料，还是决定留在休息室享受传统的第三名体验星巴克以其闻名，”星巴克高管凯蒂·杨(Katie Young)说。</blockquote></p><p> In order to enter the Amazon GO market and the store's lounge area, they must scan the \"In-Store Code\" in the Amazon Shopping app, Amazon One or a credit card. Once consumers enter the location, they can shop the market like any other Amazon Go location, grab their Starbucks mobile order and leave — or choose to stay a while.</p><p><blockquote>为了进入Amazon GO市场和商店的休息区，他们必须扫描亚马逊购物应用程序、Amazon One或信用卡中的“店内代码”。一旦消费者进入该位置，他们可以像任何其他Amazon Go位置一样在市场购物，拿起他们的星巴克移动订单离开——或者选择停留一段时间。</blockquote></p><p> When guests take any item off the shelf, it will immediately be added to their virtual cart, and if customers put back an item, it will come out of the cart. Once the customer leaves the Amazon Go market portion of the store, their card will be charged and the receipt is expected to follow within a few hours, if not faster, according to the release.</p><p><blockquote>当客人从货架上取下任何商品时，它将立即被添加到他们的虚拟购物车中，如果顾客放回商品，它将从购物车中出来。根据新闻稿，一旦顾客离开商店的Amazon Go market部分，他们的卡将被扣款，收据预计将在几个小时内收到，如果不是更快的话。</blockquote></p><p> Items that will be available for pickup include classic Starbucks fare like Sous Vide Egg Bites, breakfast sandwiches and protein boxes, in addition to items that are found at other Amazon Go locations. Those include its Kitchen Turkey and Cheddar Sandwich, and the Buffalo-Style Wrap.</p><p><blockquote>除了在其他Amazon Go地点可以找到的商品外，还可以提货的商品包括经典的星巴克食品，如真空蛋咬、早餐三明治和蛋白质盒。其中包括厨房火鸡和切达三明治，以及布法罗风格的包装。</blockquote></p><p> In addition to that, the shelves will be stocked with well-known local favorites with items from Genji Sushi, York Street, Magnolia Bakery, Ess-a-bagel, among others.</p><p><blockquote>除此之外，货架上还将摆满当地知名的美食，包括源氏寿司、约克街、木兰面包店、Ess-a-bagel等。</blockquote></p><p> As Starbucks dives headfirst into digital and its loyalty program use soars, the companies plan to open at least three Starbucks Pickup with Amazon Go stores in total within the coming year, with the second location set to open in The New York Times Building located at 40th Street & 8th Avenue.</p><p><blockquote>随着星巴克一头扎进数字化领域，其忠诚度计划使用量飙升，两家公司计划在未来一年内总共开设至少三家星巴克Pickup Amazon Go商店，第二家商店将在位于第40街和第8大道的纽约时报大楼开业。</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>Starbucks, Amazon team up to open cashier-less store, cafe in NYC<blockquote>星巴克和亚马逊联手在纽约开设无收银员商店和咖啡馆</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\">\nStarbucks, Amazon team up to open cashier-less store, cafe in NYC<blockquote>星巴克和亚马逊联手在纽约开设无收银员商店和咖啡馆</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-11-18 19:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Starbucks (SBUX) has teamed up with Amazon (AMZN) Go to deliver a new store concept to consumers in New York City — one without any cashiers.</p><p><blockquote>星巴克(SBUX)与亚马逊(AMZN)Go合作，向纽约市的消费者提供一种新的商店概念——没有任何收银员。</blockquote></p><p> The new Starbucks Pickup, located at 59th Street between Park & Lexington Avenue, is set to open to the public on Thursday, November 18th. The retail experience uses the order ahead feature on the Starbucks app and Amazon Go’s Just Walk Out technology to create a touch-less experience, the companies announced on Thursday.</p><p><blockquote>新的星巴克皮卡位于公园和列克星敦大道之间的第59街，将于11月18日周四向公众开放。两家公司周四宣布，零售体验使用星巴克应用程序上的提前订购功能和Amazon Go的Just Walk Out技术来创建无接触体验。</blockquote></p><p> The team-up is part of the ongoing COVID-19 era trend to leverage technology in favor of human contact to expedite requests, as well as reduce the chances of transmission.</p><p><blockquote>该团队是正在进行的新冠肺炎时代趋势的一部分，即利用有利于人类接触的技术来加快请求，并减少传播的机会。</blockquote></p><p> The two powerhouses are teaming up to create \"a common vision to provide innovative in-store experiences that are centered on the customer,” Dilip Kumar, Amazon's VP of physical retail and technology, said in a statement.</p><p><blockquote>亚马逊实体零售和技术副总裁迪利普·库马尔（Dilip Kumar）在一份声明中表示，这两家巨头正在联手创造“一个共同的愿景，即提供以客户为中心的创新店内体验”。</blockquote></p><p> Dubbed Starbucks Pickup with Amazon Go, the system gives customers the ability to choose their experience, \"whether it is utilizing the Starbucks and Amazon apps to purchase food and beverages on the go, or deciding to stay in the lounge for the traditional third place experience Starbucks is known for,” Starbucks executive Katie Young said.</p><p><blockquote>该系统被称为星巴克Pickup with Amazon Go，让顾客能够选择他们的体验，“无论是利用星巴克和亚马逊应用程序在旅途中购买食品和饮料，还是决定留在休息室享受传统的第三名体验星巴克以其闻名，”星巴克高管凯蒂·杨(Katie Young)说。</blockquote></p><p> In order to enter the Amazon GO market and the store's lounge area, they must scan the \"In-Store Code\" in the Amazon Shopping app, Amazon One or a credit card. Once consumers enter the location, they can shop the market like any other Amazon Go location, grab their Starbucks mobile order and leave — or choose to stay a while.</p><p><blockquote>为了进入Amazon GO市场和商店的休息区，他们必须扫描亚马逊购物应用程序、Amazon One或信用卡中的“店内代码”。一旦消费者进入该位置，他们可以像任何其他Amazon Go位置一样在市场购物，拿起他们的星巴克移动订单离开——或者选择停留一段时间。</blockquote></p><p> When guests take any item off the shelf, it will immediately be added to their virtual cart, and if customers put back an item, it will come out of the cart. Once the customer leaves the Amazon Go market portion of the store, their card will be charged and the receipt is expected to follow within a few hours, if not faster, according to the release.</p><p><blockquote>当客人从货架上取下任何商品时，它将立即被添加到他们的虚拟购物车中，如果顾客放回商品，它将从购物车中出来。根据新闻稿，一旦顾客离开商店的Amazon Go market部分，他们的卡将被扣款，收据预计将在几个小时内收到，如果不是更快的话。</blockquote></p><p> Items that will be available for pickup include classic Starbucks fare like Sous Vide Egg Bites, breakfast sandwiches and protein boxes, in addition to items that are found at other Amazon Go locations. Those include its Kitchen Turkey and Cheddar Sandwich, and the Buffalo-Style Wrap.</p><p><blockquote>除了在其他Amazon Go地点可以找到的商品外，还可以提货的商品包括经典的星巴克食品，如真空蛋咬、早餐三明治和蛋白质盒。其中包括厨房火鸡和切达三明治，以及布法罗风格的包装。</blockquote></p><p> In addition to that, the shelves will be stocked with well-known local favorites with items from Genji Sushi, York Street, Magnolia Bakery, Ess-a-bagel, among others.</p><p><blockquote>除此之外，货架上还将摆满当地知名的美食，包括源氏寿司、约克街、木兰面包店、Ess-a-bagel等。</blockquote></p><p> As Starbucks dives headfirst into digital and its loyalty program use soars, the companies plan to open at least three Starbucks Pickup with Amazon Go stores in total within the coming year, with the second location set to open in The New York Times Building located at 40th Street & 8th Avenue.</p><p><blockquote>随着星巴克一头扎进数字化领域，其忠诚度计划使用量飙升，两家公司计划在未来一年内总共开设至少三家星巴克Pickup Amazon Go商店，第二家商店将在位于第40街和第8大道的纽约时报大楼开业。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/starbucks-amazon-go-open-cashier-less-store-and-cafe-in-new-york-city-100021204.html\">Yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","SBUX":"星巴克"},"source_url":"https://finance.yahoo.com/news/starbucks-amazon-go-open-cashier-less-store-and-cafe-in-new-york-city-100021204.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171955198","content_text":"Starbucks (SBUX) has teamed up with Amazon (AMZN) Go to deliver a new store concept to consumers in New York City — one without any cashiers.\nThe new Starbucks Pickup, located at 59th Street between Park & Lexington Avenue, is set to open to the public on Thursday, November 18th. The retail experience uses the order ahead feature on the Starbucks app and Amazon Go’s Just Walk Out technology to create a touch-less experience, the companies announced on Thursday.\nThe team-up is part of the ongoing COVID-19 era trend to leverage technology in favor of human contact to expedite requests, as well as reduce the chances of transmission.\nThe two powerhouses are teaming up to create \"a common vision to provide innovative in-store experiences that are centered on the customer,” Dilip Kumar, Amazon's VP of physical retail and technology, said in a statement.\nDubbed Starbucks Pickup with Amazon Go, the system gives customers the ability to choose their experience, \"whether it is utilizing the Starbucks and Amazon apps to purchase food and beverages on the go, or deciding to stay in the lounge for the traditional third place experience Starbucks is known for,” Starbucks executive Katie Young said.\nIn order to enter the Amazon GO market and the store's lounge area, they must scan the \"In-Store Code\" in the Amazon Shopping app, Amazon One or a credit card. Once consumers enter the location, they can shop the market like any other Amazon Go location, grab their Starbucks mobile order and leave — or choose to stay a while.\nWhen guests take any item off the shelf, it will immediately be added to their virtual cart, and if customers put back an item, it will come out of the cart. Once the customer leaves the Amazon Go market portion of the store, their card will be charged and the receipt is expected to follow within a few hours, if not faster, according to the release.\nItems that will be available for pickup include classic Starbucks fare like Sous Vide Egg Bites, breakfast sandwiches and protein boxes, in addition to items that are found at other Amazon Go locations. Those include its Kitchen Turkey and Cheddar Sandwich, and the Buffalo-Style Wrap.\nIn addition to that, the shelves will be stocked with well-known local favorites with items from Genji Sushi, York Street, Magnolia Bakery, Ess-a-bagel, among others.\nAs Starbucks dives headfirst into digital and its loyalty program use soars, the companies plan to open at least three Starbucks Pickup with Amazon Go stores in total within the coming year, with the second location set to open in The New York Times Building located at 40th Street & 8th Avenue.","news_type":1,"symbols_score_info":{"SBUX":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878946931,"gmtCreate":1637142557480,"gmtModify":1637142557787,"author":{"id":"3580425558261791","authorId":"3580425558261791","name":"weiyun","avatar":"https://static.tigerbbs.com/477c415682361148f065d9de1aa8c930","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580425558261791","idStr":"3580425558261791"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878946931","repostId":"1159330592","repostType":4,"isVote":1,"tweetType":1,"viewCount":4477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871206037,"gmtCreate":1637071410896,"gmtModify":1637071411886,"author":{"id":"3580425558261791","authorId":"3580425558261791","name":"weiyun","avatar":"https://static.tigerbbs.com/477c415682361148f065d9de1aa8c930","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580425558261791","idStr":"3580425558261791"},"themes":[],"htmlText":"Mnn","listText":"Mnn","text":"Mnn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871206037","repostId":"2183047007","repostType":4,"isVote":1,"tweetType":1,"viewCount":3089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873948526,"gmtCreate":1636850767624,"gmtModify":1636850767910,"author":{"id":"3580425558261791","authorId":"3580425558261791","name":"weiyun","avatar":"https://static.tigerbbs.com/477c415682361148f065d9de1aa8c930","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580425558261791","idStr":"3580425558261791"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873948526","repostId":"1151602326","repostType":4,"isVote":1,"tweetType":1,"viewCount":3175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879255709,"gmtCreate":1636729947663,"gmtModify":1636729947969,"author":{"id":"3580425558261791","authorId":"3580425558261791","name":"weiyun","avatar":"https://static.tigerbbs.com/477c415682361148f065d9de1aa8c930","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580425558261791","idStr":"3580425558261791"},"themes":[],"htmlText":"Nvm wil rise up again","listText":"Nvm wil rise up again","text":"Nvm wil rise up again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879255709","repostId":"1139324750","repostType":4,"repost":{"id":"1139324750","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636729318,"share":"https://www.laohu8.com/m/news/1139324750?lang=zh_CN&edition=full","pubTime":"2021-11-12 23:01","market":"us","language":"en","title":"Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139324750","media":"Tiger Newspress","summary":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp t","content":"<p>Nvidia shares fell nearly 2% in morning trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b> analyst Matt Bryson downgraded <b>NVIDIA Corp</b> to Neutral from Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价早盘下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调整为中性，目标价从220美元上调至300美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>该分析师引用了此次降级的估值，该股的交易价格是2024年股价的55倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到67倍才能证明跑赢大盘的合理性，这表明Nvidia的估值约为其2024年TAM的7倍，销售额约为25倍。相反，他必须在未来几年内将销售增长假设翻倍（从约20%增加到约40%），才能继续使用40倍的倍数来评估Nvidia的估值。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而，布赖森认为，对数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领导地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘需求的共同帮助下，客户端GPU再次变得难以采购。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机会，特别是元宇宙及其图形密集型需求，已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”，英伟达的基本面也没有改善，但根据估值下调了该股的评级。</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>Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</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; 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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\">\nNvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-12 23:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nvidia shares fell nearly 2% in morning trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b> analyst Matt Bryson downgraded <b>NVIDIA Corp</b> to Neutral from Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价早盘下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调整为中性，目标价从220美元上调至300美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>该分析师引用了此次降级的估值，该股的交易价格是2024年股价的55倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到67倍才能证明跑赢大盘的合理性，这表明Nvidia的估值约为其2024年TAM的7倍，销售额约为25倍。相反，他必须在未来几年内将销售增长假设翻倍（从约20%增加到约40%），才能继续使用40倍的倍数来评估Nvidia的估值。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而，布赖森认为，对数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领导地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘需求的共同帮助下，客户端GPU再次变得难以采购。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机会，特别是元宇宙及其图形密集型需求，已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”，英伟达的基本面也没有改善，但根据估值下调了该股的评级。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139324750","content_text":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp to Neutral from Outperform with a price target of $300, up from $220.\nThe analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.\nHe would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.\nHowever, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.\nNvidia's continued work in building out its AI software will further solidify its AI leadership.\nClient GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.\nNew opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.\nHe sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847679247,"gmtCreate":1636518237807,"gmtModify":1636518238883,"author":{"id":"3580425558261791","authorId":"3580425558261791","name":"weiyun","avatar":"https://static.tigerbbs.com/477c415682361148f065d9de1aa8c930","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580425558261791","idStr":"3580425558261791"},"themes":[],"htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847679247","repostId":"1122480121","repostType":4,"repost":{"id":"1122480121","kind":"news","pubTimestamp":1636515867,"share":"https://www.laohu8.com/m/news/1122480121?lang=zh_CN&edition=full","pubTime":"2021-11-10 11:44","market":"us","language":"en","title":"These 25 semiconductor stocks could rise as much as 43% with chips in short supply<blockquote>芯片供不应求这25只半导体股或涨43%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122480121","media":"Marketwatch","summary":"Just about every investor is aware that a shortage of semiconductors and related equipment, includin","content":"<p>Just about every investor is aware that a shortage of semiconductors and related equipment, including microprocessors and chips, are in short supply while demand is high. And yet the stocks of this critical group trade relatively low to the broader stock market.</p><p><blockquote>几乎每个投资者都意识到，半导体和相关设备（包括微处理器和芯片）供应短缺，而需求却很高。然而，这一关键群体的股票交易价格相对于大盘而言相对较低。</blockquote></p><p> Below is a list of favorite semiconductor stocks among Wall Street analysts, based on a deep dive into the holdings of five exchange traded funds focused on the industry.</p><p><blockquote>以下是华尔街分析师最喜欢的半导体股票列表，该列表基于对专注于该行业的五只交易所交易基金持有量的深入研究。</blockquote></p><p> The chip shortage isn’t the whole story — innovation and new business have lit fires under some of the best-known semiconductor companies. Shares of Nvidia Corp.NVDAwere up 49% from the end of September through Nov. 8, while Advanced Micro Devices Inc.AMDwas up 46%.</p><p><blockquote>芯片短缺并不是故事的全部——创新和新业务已经点燃了一些最知名的半导体公司的火焰。从9月底到11月8日，Nvidia Corp.NVDA的股价上涨了49%，而Advanced Micro Devices Inc.AMD的股价上涨了46%。</blockquote></p><p> <b>Industry appears cheaply valued</b></p><p><blockquote><b>行业估值似乎很低</b></blockquote></p><p> The PHLX Semiconductor IndexSOXis considered the benchmark index for chip makers and companies that make equipment and systems used by them. It is tracked by the iShares Semiconductor ETFSOXX,which holds all 30 stocks in the index and is weighted by market capitalization.</p><p><blockquote>PHLX半导体指数Soxis被认为是芯片制造商以及制造其使用的设备和系统的公司的基准指数。它由iShares Semiconductor ETFSOXX跟踪，该ETFSOXX持有该指数中的所有30只股票，并按市值加权。</blockquote></p><p> This means Nvidia is the top holding, making up 9.7% of the portfolio, and the top five investments, which also include Broadcom Inc.AVGO,Intel Corp.INTC,Qualcomm Inc.QCOMand Texas Instruments Inc.TXN,account for 35.3% of the ETF’s assets. The sixth-ranked company, AMD, is 4.5% of the portfolio.</p><p><blockquote>这意味着英伟达是最大持股，占投资组合的9.7%，而前五名投资（还包括博通公司AVGO、英特尔公司INTC、高通公司QCOM和德州仪器公司TXN）占35.3%ETF的资产。排名第六的公司AMD占投资组合的4.5%。</blockquote></p><p> SOXX trades at a forward price-to-earnings ratio of 20.9, based on consensus estimates among analysts polled by FactSet, while the forward P/E for the S&P 500 IndexSPXis 21.7. It’s not unusual for the semiconductors to trade at a discount. However, it<i>is</i>unusual for there to be a broad shortage of the industry’s products.</p><p><blockquote>根据FactSet调查的分析师一致预期，SOXX的预期市盈率为20.9，而标普500指数SPXI的预期市盈率为21.7。半导体折价交易并不罕见。然而，它<i>是</i>该行业的产品普遍短缺是不寻常的。</blockquote></p><p> Here’s how SOXX has traded relative to the S&P 500 over the past 10 years:</p><p><blockquote>以下是SOXX过去10年相对于标普500的交易情况：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/565a527c93f3b84b9b58a527627e6aa6\" tg-width=\"700\" tg-height=\"638\" referrerpolicy=\"no-referrer\">FACTSET</p><p><blockquote>FACTSET</blockquote></p><p> Underlining the discount for the semiconductor group is the expectation that the group will increase its sales and earnings much more quickly over the next two years.</p><p><blockquote>强调该半导体集团折扣的是，预计该集团将在未来两年内更快地增加销售额和盈利。</blockquote></p><p> Here are expected compound annual growth rates (CAGR) for sales and earnings per share through 2023, based on weighted consensus estimates among analysts polled by FactSet:</p><p><blockquote>以下是根据FactSet调查的分析师的加权共识估计，到2023年销售额和每股收益的预期复合年增长率(CAGR)：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5ebde8ab9420b13a890ecac197154fb9\" tg-width=\"935\" tg-height=\"466\" referrerpolicy=\"no-referrer\">ETF deep dive</p><p><blockquote>ETF深潜</blockquote></p><p> To look beyond the SOXX 30, we reviewed five ETFs that follow different approaches, to come up with a broader initial list of stocks:</p><p><blockquote>为了超越SOXX 30，我们回顾了遵循不同方法的五只ETF，以得出更广泛的初始股票列表：</blockquote></p><p> <ul> <li>SOXX is the largest, with $8.9 billion in total assets, and is cap-weighted, as described above. It holds the 30 largest U.S.-listed companies in the industry, including American depositary receipts (ADRs) of foreign companies, such as Taiwan Semiconductor Manufacturing Co.TSM,which are capped at 10% of the portfolio. Its annual expenses are 0.43% of assets under management.</li> <li>The VanEck Semiconductor ETFSMHhas $6.9 billion in assets, with a cap-weighted portfolio of 25 stocks, selected though a scoring methodology that includes market cap and trading volume. It is even more concentrated than SOXX, with its top five holdings making up 44.4% of the portfolio, but its different weighting scheme means Taiwan Semiconductor is the top holding, at 14.5%. Its expense ratio is 0.35%.</li> <li>The SPDR S&P Semiconductor ETFXSDhas $1.4 billion in assets, with a modified equal weighting of 40 stocks that “tilts its portfolio away from large, well-known companies and toward smaller growth ones,” according to FactSet. Its expense ratio is 0.35%.</li> <li>The Invesco Dynamic Semiconductors ETFPSIalso leans toward smaller companies, with a modified equal-weighted $860 million portfolio of 30 stocks, reconstituted quarterly. Its expense ratio is 0.56%.</li> <li>The First Trust Nasdaq Semiconductor ETFFTXLhas $95 million in assets and holds 30 of the most liquid semiconductor stocks listed in the U.S., “weighted according to factors related to value, volatility and growth,” according to FactSet. Its largest holding is Synaptics Inc.SYNA,which makes up 8.3% of the portfolio. Its expense ratio is 0.60%.</li> </ul> Together, removing duplicates, the five ETFs hold 65 stocks, with 62 covered by at least five analysts covered by FactSet.</p><p><blockquote><ul><li>如上所述，SOXX是最大的，总资产为89亿美元，并且按市值加权。它持有业内30家最大的美国上市公司，包括台积电公司（TSM）等外国公司的美国存托凭证（ADR），其上限为投资组合的10%。其年度费用为管理资产的0.43%。</li><li>VanEck Semiconductor ETFSMH拥有69亿美元的资产，市值加权投资组合由25只股票组成，通过包括市值和交易量的评分方法进行选择。它甚至比SOXX更加集中，其前五名持股占投资组合的44.4%，但其不同的权重方案意味着台积电是最大持股，为14.5%。其费用率为0.35%。</li><li>FactSet的数据显示，SPDR S&P Semiconductor ETFXSDH拥有14亿美元的资产，修改后的等权重为40只股票，“使其投资组合远离大型知名公司，转向规模较小的成长型公司”。其费用率为0.35%。</li><li>Invesco Dynamic Semiconductors ETFPSI也倾向于规模较小的公司，其修改后的等权重为8.6亿美元的投资组合由30只股票组成，每季度重组一次。其费用率为0.56%。</li><li>FactSet的数据显示，第一信托纳斯达克半导体ETFFTXL拥有9500万美元的资产，持有30只在美国上市的流动性最强的半导体股票，“根据与价值、波动性和增长相关的因素进行加权”。其最大持股是Synaptics Inc.SYNA，占投资组合的8.3%。其费用率为0.60%。</li></ul>剔除重复项后，这五只ETF总共持有65只股票，其中62只股票由FactSet覆盖的至少5名分析师覆盖。</blockquote></p><p> Among the 62 companies, 25 have “buy” or equivalent ratings among at least 75% of the analysts. Only 10 of them are held by SOXX and only three (including Nvidia) are held by all five ETFs. Here they are, ranked by the implied 12-month upside, based on consensus price targets:</p><p><blockquote>在这62家公司中，有25家公司获得了至少75%的分析师的“买入”或同等评级。其中只有10只由SOXX持有，所有5只ETF仅持有3只（包括Nvidia）。以下是根据共识价格目标按隐含的12个月上涨空间进行排名：</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/c56961b72468eebe8eb44b9710295512\" tg-width=\"879\" tg-height=\"644\" referrerpolicy=\"no-referrer\">As you can see on the table, some of the stocks, despite being so well-regarded, have gotten ahead of their one-year price targets. Nvidia is a good example. Why do so many analysts rate it a buy, despite believing the stock is overheated? Because they are looking at years beyond a 12-month target.</p><p><blockquote>正如您在表格中看到的，一些股票尽管受到好评，但已经超出了一年的价格目标。英伟达就是一个很好的例子。为什么这么多分析师认为该股过热，但仍将其评级为买入？因为他们着眼于12个月目标之外的几年。</blockquote></p><p></p>","source":"lsy1603348471595","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>These 25 semiconductor stocks could rise as much as 43% with chips in short supply<blockquote>芯片供不应求这25只半导体股或涨43%</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\">\nThese 25 semiconductor stocks could rise as much as 43% with chips in short supply<blockquote>芯片供不应求这25只半导体股或涨43%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Marketwatch</strong><span class=\"h-time small\">2021-11-10 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Just about every investor is aware that a shortage of semiconductors and related equipment, including microprocessors and chips, are in short supply while demand is high. And yet the stocks of this critical group trade relatively low to the broader stock market.</p><p><blockquote>几乎每个投资者都意识到，半导体和相关设备（包括微处理器和芯片）供应短缺，而需求却很高。然而，这一关键群体的股票交易价格相对于大盘而言相对较低。</blockquote></p><p> Below is a list of favorite semiconductor stocks among Wall Street analysts, based on a deep dive into the holdings of five exchange traded funds focused on the industry.</p><p><blockquote>以下是华尔街分析师最喜欢的半导体股票列表，该列表基于对专注于该行业的五只交易所交易基金持有量的深入研究。</blockquote></p><p> The chip shortage isn’t the whole story — innovation and new business have lit fires under some of the best-known semiconductor companies. Shares of Nvidia Corp.NVDAwere up 49% from the end of September through Nov. 8, while Advanced Micro Devices Inc.AMDwas up 46%.</p><p><blockquote>芯片短缺并不是故事的全部——创新和新业务已经点燃了一些最知名的半导体公司的火焰。从9月底到11月8日，Nvidia Corp.NVDA的股价上涨了49%，而Advanced Micro Devices Inc.AMD的股价上涨了46%。</blockquote></p><p> <b>Industry appears cheaply valued</b></p><p><blockquote><b>行业估值似乎很低</b></blockquote></p><p> The PHLX Semiconductor IndexSOXis considered the benchmark index for chip makers and companies that make equipment and systems used by them. It is tracked by the iShares Semiconductor ETFSOXX,which holds all 30 stocks in the index and is weighted by market capitalization.</p><p><blockquote>PHLX半导体指数Soxis被认为是芯片制造商以及制造其使用的设备和系统的公司的基准指数。它由iShares Semiconductor ETFSOXX跟踪，该ETFSOXX持有该指数中的所有30只股票，并按市值加权。</blockquote></p><p> This means Nvidia is the top holding, making up 9.7% of the portfolio, and the top five investments, which also include Broadcom Inc.AVGO,Intel Corp.INTC,Qualcomm Inc.QCOMand Texas Instruments Inc.TXN,account for 35.3% of the ETF’s assets. The sixth-ranked company, AMD, is 4.5% of the portfolio.</p><p><blockquote>这意味着英伟达是最大持股，占投资组合的9.7%，而前五名投资（还包括博通公司AVGO、英特尔公司INTC、高通公司QCOM和德州仪器公司TXN）占35.3%ETF的资产。排名第六的公司AMD占投资组合的4.5%。</blockquote></p><p> SOXX trades at a forward price-to-earnings ratio of 20.9, based on consensus estimates among analysts polled by FactSet, while the forward P/E for the S&P 500 IndexSPXis 21.7. It’s not unusual for the semiconductors to trade at a discount. However, it<i>is</i>unusual for there to be a broad shortage of the industry’s products.</p><p><blockquote>根据FactSet调查的分析师一致预期，SOXX的预期市盈率为20.9，而标普500指数SPXI的预期市盈率为21.7。半导体折价交易并不罕见。然而，它<i>是</i>该行业的产品普遍短缺是不寻常的。</blockquote></p><p> Here’s how SOXX has traded relative to the S&P 500 over the past 10 years:</p><p><blockquote>以下是SOXX过去10年相对于标普500的交易情况：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/565a527c93f3b84b9b58a527627e6aa6\" tg-width=\"700\" tg-height=\"638\" referrerpolicy=\"no-referrer\">FACTSET</p><p><blockquote>FACTSET</blockquote></p><p> Underlining the discount for the semiconductor group is the expectation that the group will increase its sales and earnings much more quickly over the next two years.</p><p><blockquote>强调该半导体集团折扣的是，预计该集团将在未来两年内更快地增加销售额和盈利。</blockquote></p><p> Here are expected compound annual growth rates (CAGR) for sales and earnings per share through 2023, based on weighted consensus estimates among analysts polled by FactSet:</p><p><blockquote>以下是根据FactSet调查的分析师的加权共识估计，到2023年销售额和每股收益的预期复合年增长率(CAGR)：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5ebde8ab9420b13a890ecac197154fb9\" tg-width=\"935\" tg-height=\"466\" referrerpolicy=\"no-referrer\">ETF deep dive</p><p><blockquote>ETF深潜</blockquote></p><p> To look beyond the SOXX 30, we reviewed five ETFs that follow different approaches, to come up with a broader initial list of stocks:</p><p><blockquote>为了超越SOXX 30，我们回顾了遵循不同方法的五只ETF，以得出更广泛的初始股票列表：</blockquote></p><p> <ul> <li>SOXX is the largest, with $8.9 billion in total assets, and is cap-weighted, as described above. It holds the 30 largest U.S.-listed companies in the industry, including American depositary receipts (ADRs) of foreign companies, such as Taiwan Semiconductor Manufacturing Co.TSM,which are capped at 10% of the portfolio. Its annual expenses are 0.43% of assets under management.</li> <li>The VanEck Semiconductor ETFSMHhas $6.9 billion in assets, with a cap-weighted portfolio of 25 stocks, selected though a scoring methodology that includes market cap and trading volume. It is even more concentrated than SOXX, with its top five holdings making up 44.4% of the portfolio, but its different weighting scheme means Taiwan Semiconductor is the top holding, at 14.5%. Its expense ratio is 0.35%.</li> <li>The SPDR S&P Semiconductor ETFXSDhas $1.4 billion in assets, with a modified equal weighting of 40 stocks that “tilts its portfolio away from large, well-known companies and toward smaller growth ones,” according to FactSet. Its expense ratio is 0.35%.</li> <li>The Invesco Dynamic Semiconductors ETFPSIalso leans toward smaller companies, with a modified equal-weighted $860 million portfolio of 30 stocks, reconstituted quarterly. Its expense ratio is 0.56%.</li> <li>The First Trust Nasdaq Semiconductor ETFFTXLhas $95 million in assets and holds 30 of the most liquid semiconductor stocks listed in the U.S., “weighted according to factors related to value, volatility and growth,” according to FactSet. Its largest holding is Synaptics Inc.SYNA,which makes up 8.3% of the portfolio. Its expense ratio is 0.60%.</li> </ul> Together, removing duplicates, the five ETFs hold 65 stocks, with 62 covered by at least five analysts covered by FactSet.</p><p><blockquote><ul><li>如上所述，SOXX是最大的，总资产为89亿美元，并且按市值加权。它持有业内30家最大的美国上市公司，包括台积电公司（TSM）等外国公司的美国存托凭证（ADR），其上限为投资组合的10%。其年度费用为管理资产的0.43%。</li><li>VanEck Semiconductor ETFSMH拥有69亿美元的资产，市值加权投资组合由25只股票组成，通过包括市值和交易量的评分方法进行选择。它甚至比SOXX更加集中，其前五名持股占投资组合的44.4%，但其不同的权重方案意味着台积电是最大持股，为14.5%。其费用率为0.35%。</li><li>FactSet的数据显示，SPDR S&P Semiconductor ETFXSDH拥有14亿美元的资产，修改后的等权重为40只股票，“使其投资组合远离大型知名公司，转向规模较小的成长型公司”。其费用率为0.35%。</li><li>Invesco Dynamic Semiconductors ETFPSI也倾向于规模较小的公司，其修改后的等权重为8.6亿美元的投资组合由30只股票组成，每季度重组一次。其费用率为0.56%。</li><li>FactSet的数据显示，第一信托纳斯达克半导体ETFFTXL拥有9500万美元的资产，持有30只在美国上市的流动性最强的半导体股票，“根据与价值、波动性和增长相关的因素进行加权”。其最大持股是Synaptics Inc.SYNA，占投资组合的8.3%。其费用率为0.60%。</li></ul>剔除重复项后，这五只ETF总共持有65只股票，其中62只股票由FactSet覆盖的至少5名分析师覆盖。</blockquote></p><p> Among the 62 companies, 25 have “buy” or equivalent ratings among at least 75% of the analysts. Only 10 of them are held by SOXX and only three (including Nvidia) are held by all five ETFs. Here they are, ranked by the implied 12-month upside, based on consensus price targets:</p><p><blockquote>在这62家公司中，有25家公司获得了至少75%的分析师的“买入”或同等评级。其中只有10只由SOXX持有，所有5只ETF仅持有3只（包括Nvidia）。以下是根据共识价格目标按隐含的12个月上涨空间进行排名：</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/c56961b72468eebe8eb44b9710295512\" tg-width=\"879\" tg-height=\"644\" referrerpolicy=\"no-referrer\">As you can see on the table, some of the stocks, despite being so well-regarded, have gotten ahead of their one-year price targets. Nvidia is a good example. Why do so many analysts rate it a buy, despite believing the stock is overheated? Because they are looking at years beyond a 12-month target.</p><p><blockquote>正如您在表格中看到的，一些股票尽管受到好评，但已经超出了一年的价格目标。英伟达就是一个很好的例子。为什么这么多分析师认为该股过热，但仍将其评级为买入？因为他们着眼于12个月目标之外的几年。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/these-25-semiconductor-stocks-could-rise-as-much-as-43-with-chips-in-short-supply-11636476231?mod=home-page\">Marketwatch</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":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/these-25-semiconductor-stocks-could-rise-as-much-as-43-with-chips-in-short-supply-11636476231?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122480121","content_text":"Just about every investor is aware that a shortage of semiconductors and related equipment, including microprocessors and chips, are in short supply while demand is high. And yet the stocks of this critical group trade relatively low to the broader stock market.\nBelow is a list of favorite semiconductor stocks among Wall Street analysts, based on a deep dive into the holdings of five exchange traded funds focused on the industry.\nThe chip shortage isn’t the whole story — innovation and new business have lit fires under some of the best-known semiconductor companies. Shares of Nvidia Corp.NVDAwere up 49% from the end of September through Nov. 8, while Advanced Micro Devices Inc.AMDwas up 46%.\nIndustry appears cheaply valued\nThe PHLX Semiconductor IndexSOXis considered the benchmark index for chip makers and companies that make equipment and systems used by them. It is tracked by the iShares Semiconductor ETFSOXX,which holds all 30 stocks in the index and is weighted by market capitalization.\nThis means Nvidia is the top holding, making up 9.7% of the portfolio, and the top five investments, which also include Broadcom Inc.AVGO,Intel Corp.INTC,Qualcomm Inc.QCOMand Texas Instruments Inc.TXN,account for 35.3% of the ETF’s assets. The sixth-ranked company, AMD, is 4.5% of the portfolio.\nSOXX trades at a forward price-to-earnings ratio of 20.9, based on consensus estimates among analysts polled by FactSet, while the forward P/E for the S&P 500 IndexSPXis 21.7. It’s not unusual for the semiconductors to trade at a discount. However, itisunusual for there to be a broad shortage of the industry’s products.\nHere’s how SOXX has traded relative to the S&P 500 over the past 10 years:\nFACTSET\nUnderlining the discount for the semiconductor group is the expectation that the group will increase its sales and earnings much more quickly over the next two years.\nHere are expected compound annual growth rates (CAGR) for sales and earnings per share through 2023, based on weighted consensus estimates among analysts polled by FactSet:\nETF deep dive\nTo look beyond the SOXX 30, we reviewed five ETFs that follow different approaches, to come up with a broader initial list of stocks:\n\nSOXX is the largest, with $8.9 billion in total assets, and is cap-weighted, as described above. It holds the 30 largest U.S.-listed companies in the industry, including American depositary receipts (ADRs) of foreign companies, such as Taiwan Semiconductor Manufacturing Co.TSM,which are capped at 10% of the portfolio. Its annual expenses are 0.43% of assets under management.\nThe VanEck Semiconductor ETFSMHhas $6.9 billion in assets, with a cap-weighted portfolio of 25 stocks, selected though a scoring methodology that includes market cap and trading volume. It is even more concentrated than SOXX, with its top five holdings making up 44.4% of the portfolio, but its different weighting scheme means Taiwan Semiconductor is the top holding, at 14.5%. Its expense ratio is 0.35%.\nThe SPDR S&P Semiconductor ETFXSDhas $1.4 billion in assets, with a modified equal weighting of 40 stocks that “tilts its portfolio away from large, well-known companies and toward smaller growth ones,” according to FactSet. Its expense ratio is 0.35%.\nThe Invesco Dynamic Semiconductors ETFPSIalso leans toward smaller companies, with a modified equal-weighted $860 million portfolio of 30 stocks, reconstituted quarterly. Its expense ratio is 0.56%.\nThe First Trust Nasdaq Semiconductor ETFFTXLhas $95 million in assets and holds 30 of the most liquid semiconductor stocks listed in the U.S., “weighted according to factors related to value, volatility and growth,” according to FactSet. Its largest holding is Synaptics Inc.SYNA,which makes up 8.3% of the portfolio. Its expense ratio is 0.60%.\n\nTogether, removing duplicates, the five ETFs hold 65 stocks, with 62 covered by at least five analysts covered by FactSet.\nAmong the 62 companies, 25 have “buy” or equivalent ratings among at least 75% of the analysts. Only 10 of them are held by SOXX and only three (including Nvidia) are held by all five ETFs. Here they are, ranked by the implied 12-month upside, based on consensus price targets:\nAs you can see on the table, some of the stocks, despite being so well-regarded, have gotten ahead of their one-year price targets. Nvidia is a good example. Why do so many analysts rate it a buy, despite believing the stock is overheated? Because they are looking at years beyond a 12-month target.","news_type":1,"symbols_score_info":{"AMD":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}