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wendytan
health is wealth
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wendytan
wendytan
·
2022-01-09
Great ariticle, would you like to share it?
Tech Has Fallen, An Analysis Of Salesforce<blockquote>Salesforce的分析，科技已经衰落</blockquote>
SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio th
Tech Has Fallen, An Analysis Of Salesforce<blockquote>Salesforce的分析，科技已经衰落</blockquote>
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wendytan
wendytan
·
2022-01-09
Great ariticle, would you like to share it?
Tech Has Fallen, An Analysis Of Salesforce<blockquote>Salesforce的分析，科技已经衰落</blockquote>
SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio th
Tech Has Fallen, An Analysis Of Salesforce<blockquote>Salesforce的分析，科技已经衰落</blockquote>
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wendytan
wendytan
·
2021-12-24
L
Stocks rise for a third day from omicron scare, Dow rises 100 points<blockquote>奥密克戎恐慌导致股市连续第三天上涨，道琼斯指数上涨100点</blockquote>
All three major averages were up Thursday morning, building on back-to-back sessions of gains as fea
Stocks rise for a third day from omicron scare, Dow rises 100 points<blockquote>奥密克戎恐慌导致股市连续第三天上涨，道琼斯指数上涨100点</blockquote>
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wendytan
wendytan
·
2021-12-22
L
Allakos slumps 87%, draws analysts downgrade on 'disappointing' lirentelimab data<blockquote>Allakos股价暴跌87%，分析师因lirentelimab数据“令人失望”而下调评级</blockquote>
Allakos continues to slide, falls 87.4% premarket following yesterday's announcement that its late-s
Allakos slumps 87%, draws analysts downgrade on 'disappointing' lirentelimab data<blockquote>Allakos股价暴跌87%，分析师因lirentelimab数据“令人失望”而下调评级</blockquote>
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wendytan
wendytan
·
2021-12-21
L
U.S. current account deficit widens to biggest in 15 years in Q3<blockquote>美国第三季度经常账户赤字扩大至15年来最大</blockquote>
WASHINGTON (Reuters) - The U.S. current account deficit surged to a 15-year high in the third quarte
U.S. current account deficit widens to biggest in 15 years in Q3<blockquote>美国第三季度经常账户赤字扩大至15年来最大</blockquote>
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wendytan
wendytan
·
2021-12-20
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非常抱歉，此主贴已删除
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wendytan
wendytan
·
2021-12-16
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非常抱歉，此主贴已删除
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wendytan
wendytan
·
2021-12-16
L
U.S. manufacturing activity slows; factory supply constraints easing - IHS Markit survey<blockquote>美国制造业活动放缓；工厂供应限制缓解——IHS Markit调查</blockquote>
U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and
U.S. manufacturing activity slows; factory supply constraints easing - IHS Markit survey<blockquote>美国制造业活动放缓；工厂供应限制缓解——IHS Markit调查</blockquote>
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wendytan
wendytan
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2021-12-12
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非常抱歉，此主贴已删除
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wendytan
wendytan
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2021-12-09
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非常抱歉，此主贴已删除
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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/694062177","repostId":"1119680947","repostType":4,"repost":{"id":"1119680947","kind":"news","pubTimestamp":1641693213,"share":"https://www.laohu8.com/m/news/1119680947?lang=zh_CN&edition=full","pubTime":"2022-01-09 09:53","market":"us","language":"en","title":"Tech Has Fallen, An Analysis Of Salesforce<blockquote>Salesforce的分析，科技已经衰落</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119680947","media":"Seeking Alpha","summary":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio th","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Salesforce是排名第一的CRM公司。</li><li>该公司通过许多收购加强了其投资组合，这些收购至今仍在继续获得回报。</li><li>Salesforce的资产负债表上有90亿美元现金，正在产生充足的自由现金流。</li><li>随着科技股下跌，我评估现在是否是购买Salesforce股票的时候。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><blockquote>Salesforce(CRM)显然做的一切都是正确的。该公司保持了较高的增长率，产生了可观的现金流，保持了强劲的资产负债表，并在收购中表现出了强大的执行力。该股也未能幸免于持续的科技股抛售，过去几年的表现令人失望。CRM看起来像是一家正在形成的未来大型科技巨头，我正在评估现在是否是买入该股的时候。</blockquote></p><p><b>CRM Stock Price</b></p><p><blockquote><b>CRM股价</b></blockquote></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><blockquote>在科技股持续波动的情况下，CRM发现自己的交易价格低于一年多前的水平。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><blockquote>目前交易价格低于每股230美元，糟糕的价格表现可能为科技行业中质量较高的公司之一创造了买入机会。</blockquote></p><p><b>What is Salesforce</b></p><p><blockquote><b>什么是Salesforce</b></blockquote></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p><blockquote>CRM是客户关系管理（因此股票代码）的领导者，因为它已经建立了完整的产品组合来帮助其客户更好地服务他们的客户。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>收益报告</span></p></blockquote></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p><blockquote>客户关系管理起着关键作用，因为它有助于确保您能够保持现有的客户关系。由于对创新和云优先战略的持续投资，CRM稳步提高了其相对于传统企业的市场份额领先优势。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>CRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p><blockquote>CRM通过在适当的时候进行M&A的强烈意愿加速了其创新。虽然一些投资者对汇总策略持谨慎态度是可以理解的，但CRM在收购这些资产多年后仍表现出令人印象深刻的推动加速增长的能力。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p><blockquote>顺便说一句，上面的幻灯片应该为为什么科技股在过去许多年中享有溢价倍数提供实质性的理由，因为它们作为外卖候选者保持了超额价值，这需要反映在其股价中。多年来，CRM不断找到方法来维持其20%以上的增长轨迹，同时保持高水平的现金生成。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>收益报告</span></p></blockquote></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><blockquote>与许多科技公司一样，CRM积极投资于增长，这表现为研发费用的增加，自然会抑制其营业利润率。我认为CRM公司积极的收购策略表明投资者对科技行业未来的预期，因为像CRM这样的大型公司已经表明，即使他们不得不支付溢价，嵌入式收购也能盈利。</blockquote></p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p><blockquote><b>CRM股票是买入、卖出还是持有？</b></blockquote></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p><blockquote>在科技股抛售之后，CRM的交易价格不到销售额的9倍。华尔街预计未来5年增长将缓慢减速至15%的范围。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>寻求阿尔法</span></p></blockquote></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p><blockquote>CRM在这里看起来非常值得买入，但由于几乎所有科技股都已经大幅下跌，因此重要的是要考虑CRM是否是科技同行中最值得买入的股票。我们可以在下面看到，我的报道范围内的大多数科技股现在都闪烁着买入信号。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p><blockquote><p class=\"t-img-caption\"><span>最佳宇宙观察列表</span></p></blockquote></p><p></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p><blockquote>CRM表现如此出色是可以理解的。该公司拥有多元化的科技资产组合，资产负债表上有90亿美元的现金，以及强大的执行力记录。再加上CRM还产生了近20%的非GAAP营业利润率，尽管增长率可以说是平均水平，但该股票符合保留溢价倍数的所有标准。</blockquote></p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</p><p><blockquote>我预计CRM的长期净利润率将在40%左右。假设市盈率(“PEG”)为1.5倍，我可以看到CRM到2030年的交易价格为销售额的7倍，即股价为650美元，年化回报率为12.5%。实际回报将根据实际增长率、年收益的使用和终端收益倍数而有所不同。12.5%的预计回报率应该足以跑赢市场，而且CRM的风险状况较低，使回报看起来很有吸引力。然而，科技行业有许多同行提供的预期回报远高于此，尽管风险较高。虽然我将CRM评级为买入，但我强调该行业其他地方还有更具吸引力的买入机会。</blockquote></p><p></body></html></p><p><blockquote></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>Tech Has Fallen, An Analysis Of Salesforce<blockquote>Salesforce的分析，科技已经衰落</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\">\nTech Has Fallen, An Analysis Of Salesforce<blockquote>Salesforce的分析，科技已经衰落</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\">2022-01-09 09:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Salesforce是排名第一的CRM公司。</li><li>该公司通过许多收购加强了其投资组合，这些收购至今仍在继续获得回报。</li><li>Salesforce的资产负债表上有90亿美元现金，正在产生充足的自由现金流。</li><li>随着科技股下跌，我评估现在是否是购买Salesforce股票的时候。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><blockquote>Salesforce(CRM)显然做的一切都是正确的。该公司保持了较高的增长率，产生了可观的现金流，保持了强劲的资产负债表，并在收购中表现出了强大的执行力。该股也未能幸免于持续的科技股抛售，过去几年的表现令人失望。CRM看起来像是一家正在形成的未来大型科技巨头，我正在评估现在是否是买入该股的时候。</blockquote></p><p><b>CRM Stock Price</b></p><p><blockquote><b>CRM股价</b></blockquote></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><blockquote>在科技股持续波动的情况下，CRM发现自己的交易价格低于一年多前的水平。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><blockquote>目前交易价格低于每股230美元，糟糕的价格表现可能为科技行业中质量较高的公司之一创造了买入机会。</blockquote></p><p><b>What is Salesforce</b></p><p><blockquote><b>什么是Salesforce</b></blockquote></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p><blockquote>CRM是客户关系管理（因此股票代码）的领导者，因为它已经建立了完整的产品组合来帮助其客户更好地服务他们的客户。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>收益报告</span></p></blockquote></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p><blockquote>客户关系管理起着关键作用，因为它有助于确保您能够保持现有的客户关系。由于对创新和云优先战略的持续投资，CRM稳步提高了其相对于传统企业的市场份额领先优势。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>CRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p><blockquote>CRM通过在适当的时候进行M&A的强烈意愿加速了其创新。虽然一些投资者对汇总策略持谨慎态度是可以理解的，但CRM在收购这些资产多年后仍表现出令人印象深刻的推动加速增长的能力。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p><blockquote>顺便说一句，上面的幻灯片应该为为什么科技股在过去许多年中享有溢价倍数提供实质性的理由，因为它们作为外卖候选者保持了超额价值，这需要反映在其股价中。多年来，CRM不断找到方法来维持其20%以上的增长轨迹，同时保持高水平的现金生成。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>收益报告</span></p></blockquote></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><blockquote>与许多科技公司一样，CRM积极投资于增长，这表现为研发费用的增加，自然会抑制其营业利润率。我认为CRM公司积极的收购策略表明投资者对科技行业未来的预期，因为像CRM这样的大型公司已经表明，即使他们不得不支付溢价，嵌入式收购也能盈利。</blockquote></p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p><blockquote><b>CRM股票是买入、卖出还是持有？</b></blockquote></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p><blockquote>在科技股抛售之后，CRM的交易价格不到销售额的9倍。华尔街预计未来5年增长将缓慢减速至15%的范围。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>寻求阿尔法</span></p></blockquote></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p><blockquote>CRM在这里看起来非常值得买入，但由于几乎所有科技股都已经大幅下跌，因此重要的是要考虑CRM是否是科技同行中最值得买入的股票。我们可以在下面看到，我的报道范围内的大多数科技股现在都闪烁着买入信号。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p><blockquote><p class=\"t-img-caption\"><span>最佳宇宙观察列表</span></p></blockquote></p><p></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p><blockquote>CRM表现如此出色是可以理解的。该公司拥有多元化的科技资产组合，资产负债表上有90亿美元的现金，以及强大的执行力记录。再加上CRM还产生了近20%的非GAAP营业利润率，尽管增长率可以说是平均水平，但该股票符合保留溢价倍数的所有标准。</blockquote></p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</p><p><blockquote>我预计CRM的长期净利润率将在40%左右。假设市盈率(“PEG”)为1.5倍，我可以看到CRM到2030年的交易价格为销售额的7倍，即股价为650美元，年化回报率为12.5%。实际回报将根据实际增长率、年收益的使用和终端收益倍数而有所不同。12.5%的预计回报率应该足以跑赢市场，而且CRM的风险状况较低，使回报看起来很有吸引力。然而，科技行业有许多同行提供的预期回报远高于此，尽管风险较高。虽然我将CRM评级为买入，但我强调该行业其他地方还有更具吸引力的买入机会。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce\">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":{"CRM":"赛富时"},"source_url":"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119680947","content_text":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.Justin Sullivan/Getty Images NewsSalesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.CRM Stock PriceAmidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.What is SalesforceCRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.Earnings PresentationCustomer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.Investor PresentationCRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.Investor PresentationOn a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.Earnings PresentationLike many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.Is CRM Stock A Buy, Sell, or Hold?After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.Seeking AlphaCRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.Best of Breed Universe WatchlistIt is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":2660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694062319,"gmtCreate":1641709167450,"gmtModify":1641709167666,"author":{"id":"3580606888729587","authorId":"3580606888729587","name":"wendytan","avatar":"https://static.tigerbbs.com/17f86c9246add6464e154564e9a3f5b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580606888729587","idStr":"3580606888729587"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694062319","repostId":"1119680947","repostType":4,"repost":{"id":"1119680947","kind":"news","pubTimestamp":1641693213,"share":"https://www.laohu8.com/m/news/1119680947?lang=zh_CN&edition=full","pubTime":"2022-01-09 09:53","market":"us","language":"en","title":"Tech Has Fallen, An Analysis Of Salesforce<blockquote>Salesforce的分析，科技已经衰落</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119680947","media":"Seeking Alpha","summary":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio th","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Salesforce是排名第一的CRM公司。</li><li>该公司通过许多收购加强了其投资组合，这些收购至今仍在继续获得回报。</li><li>Salesforce的资产负债表上有90亿美元现金，正在产生充足的自由现金流。</li><li>随着科技股下跌，我评估现在是否是购买Salesforce股票的时候。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><blockquote>Salesforce(CRM)显然做的一切都是正确的。该公司保持了较高的增长率，产生了可观的现金流，保持了强劲的资产负债表，并在收购中表现出了强大的执行力。该股也未能幸免于持续的科技股抛售，过去几年的表现令人失望。CRM看起来像是一家正在形成的未来大型科技巨头，我正在评估现在是否是买入该股的时候。</blockquote></p><p><b>CRM Stock Price</b></p><p><blockquote><b>CRM股价</b></blockquote></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><blockquote>在科技股持续波动的情况下，CRM发现自己的交易价格低于一年多前的水平。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><blockquote>目前交易价格低于每股230美元，糟糕的价格表现可能为科技行业中质量较高的公司之一创造了买入机会。</blockquote></p><p><b>What is Salesforce</b></p><p><blockquote><b>什么是Salesforce</b></blockquote></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p><blockquote>CRM是客户关系管理（因此股票代码）的领导者，因为它已经建立了完整的产品组合来帮助其客户更好地服务他们的客户。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>收益报告</span></p></blockquote></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p><blockquote>客户关系管理起着关键作用，因为它有助于确保您能够保持现有的客户关系。由于对创新和云优先战略的持续投资，CRM稳步提高了其相对于传统企业的市场份额领先优势。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>CRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p><blockquote>CRM通过在适当的时候进行M&A的强烈意愿加速了其创新。虽然一些投资者对汇总策略持谨慎态度是可以理解的，但CRM在收购这些资产多年后仍表现出令人印象深刻的推动加速增长的能力。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p><blockquote>顺便说一句，上面的幻灯片应该为为什么科技股在过去许多年中享有溢价倍数提供实质性的理由，因为它们作为外卖候选者保持了超额价值，这需要反映在其股价中。多年来，CRM不断找到方法来维持其20%以上的增长轨迹，同时保持高水平的现金生成。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>收益报告</span></p></blockquote></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><blockquote>与许多科技公司一样，CRM积极投资于增长，这表现为研发费用的增加，自然会抑制其营业利润率。我认为CRM公司积极的收购策略表明投资者对科技行业未来的预期，因为像CRM这样的大型公司已经表明，即使他们不得不支付溢价，嵌入式收购也能盈利。</blockquote></p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p><blockquote><b>CRM股票是买入、卖出还是持有？</b></blockquote></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p><blockquote>在科技股抛售之后，CRM的交易价格不到销售额的9倍。华尔街预计未来5年增长将缓慢减速至15%的范围。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>寻求阿尔法</span></p></blockquote></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p><blockquote>CRM在这里看起来非常值得买入，但由于几乎所有科技股都已经大幅下跌，因此重要的是要考虑CRM是否是科技同行中最值得买入的股票。我们可以在下面看到，我的报道范围内的大多数科技股现在都闪烁着买入信号。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p><blockquote><p class=\"t-img-caption\"><span>最佳宇宙观察列表</span></p></blockquote></p><p></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p><blockquote>CRM表现如此出色是可以理解的。该公司拥有多元化的科技资产组合，资产负债表上有90亿美元的现金，以及强大的执行力记录。再加上CRM还产生了近20%的非GAAP营业利润率，尽管增长率可以说是平均水平，但该股票符合保留溢价倍数的所有标准。</blockquote></p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</p><p><blockquote>我预计CRM的长期净利润率将在40%左右。假设市盈率(“PEG”)为1.5倍，我可以看到CRM到2030年的交易价格为销售额的7倍，即股价为650美元，年化回报率为12.5%。实际回报将根据实际增长率、年收益的使用和终端收益倍数而有所不同。12.5%的预计回报率应该足以跑赢市场，而且CRM的风险状况较低，使回报看起来很有吸引力。然而，科技行业有许多同行提供的预期回报远高于此，尽管风险较高。虽然我将CRM评级为买入，但我强调该行业其他地方还有更具吸引力的买入机会。</blockquote></p><p></body></html></p><p><blockquote></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>Tech Has Fallen, An Analysis Of Salesforce<blockquote>Salesforce的分析，科技已经衰落</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\">\nTech Has Fallen, An Analysis Of Salesforce<blockquote>Salesforce的分析，科技已经衰落</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\">2022-01-09 09:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Salesforce是排名第一的CRM公司。</li><li>该公司通过许多收购加强了其投资组合，这些收购至今仍在继续获得回报。</li><li>Salesforce的资产负债表上有90亿美元现金，正在产生充足的自由现金流。</li><li>随着科技股下跌，我评估现在是否是购买Salesforce股票的时候。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><blockquote>Salesforce(CRM)显然做的一切都是正确的。该公司保持了较高的增长率，产生了可观的现金流，保持了强劲的资产负债表，并在收购中表现出了强大的执行力。该股也未能幸免于持续的科技股抛售，过去几年的表现令人失望。CRM看起来像是一家正在形成的未来大型科技巨头，我正在评估现在是否是买入该股的时候。</blockquote></p><p><b>CRM Stock Price</b></p><p><blockquote><b>CRM股价</b></blockquote></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><blockquote>在科技股持续波动的情况下，CRM发现自己的交易价格低于一年多前的水平。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><blockquote>目前交易价格低于每股230美元，糟糕的价格表现可能为科技行业中质量较高的公司之一创造了买入机会。</blockquote></p><p><b>What is Salesforce</b></p><p><blockquote><b>什么是Salesforce</b></blockquote></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p><blockquote>CRM是客户关系管理（因此股票代码）的领导者，因为它已经建立了完整的产品组合来帮助其客户更好地服务他们的客户。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>收益报告</span></p></blockquote></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p><blockquote>客户关系管理起着关键作用，因为它有助于确保您能够保持现有的客户关系。由于对创新和云优先战略的持续投资，CRM稳步提高了其相对于传统企业的市场份额领先优势。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>CRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p><blockquote>CRM通过在适当的时候进行M&A的强烈意愿加速了其创新。虽然一些投资者对汇总策略持谨慎态度是可以理解的，但CRM在收购这些资产多年后仍表现出令人印象深刻的推动加速增长的能力。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p><blockquote>顺便说一句，上面的幻灯片应该为为什么科技股在过去许多年中享有溢价倍数提供实质性的理由，因为它们作为外卖候选者保持了超额价值，这需要反映在其股价中。多年来，CRM不断找到方法来维持其20%以上的增长轨迹，同时保持高水平的现金生成。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>收益报告</span></p></blockquote></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><blockquote>与许多科技公司一样，CRM积极投资于增长，这表现为研发费用的增加，自然会抑制其营业利润率。我认为CRM公司积极的收购策略表明投资者对科技行业未来的预期，因为像CRM这样的大型公司已经表明，即使他们不得不支付溢价，嵌入式收购也能盈利。</blockquote></p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p><blockquote><b>CRM股票是买入、卖出还是持有？</b></blockquote></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p><blockquote>在科技股抛售之后，CRM的交易价格不到销售额的9倍。华尔街预计未来5年增长将缓慢减速至15%的范围。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>寻求阿尔法</span></p></blockquote></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p><blockquote>CRM在这里看起来非常值得买入，但由于几乎所有科技股都已经大幅下跌，因此重要的是要考虑CRM是否是科技同行中最值得买入的股票。我们可以在下面看到，我的报道范围内的大多数科技股现在都闪烁着买入信号。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p><blockquote><p class=\"t-img-caption\"><span>最佳宇宙观察列表</span></p></blockquote></p><p></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p><blockquote>CRM表现如此出色是可以理解的。该公司拥有多元化的科技资产组合，资产负债表上有90亿美元的现金，以及强大的执行力记录。再加上CRM还产生了近20%的非GAAP营业利润率，尽管增长率可以说是平均水平，但该股票符合保留溢价倍数的所有标准。</blockquote></p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</p><p><blockquote>我预计CRM的长期净利润率将在40%左右。假设市盈率(“PEG”)为1.5倍，我可以看到CRM到2030年的交易价格为销售额的7倍，即股价为650美元，年化回报率为12.5%。实际回报将根据实际增长率、年收益的使用和终端收益倍数而有所不同。12.5%的预计回报率应该足以跑赢市场，而且CRM的风险状况较低，使回报看起来很有吸引力。然而，科技行业有许多同行提供的预期回报远高于此，尽管风险较高。虽然我将CRM评级为买入，但我强调该行业其他地方还有更具吸引力的买入机会。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce\">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":{"CRM":"赛富时"},"source_url":"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119680947","content_text":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.Justin Sullivan/Getty Images NewsSalesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.CRM Stock PriceAmidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.What is SalesforceCRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.Earnings PresentationCustomer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.Investor PresentationCRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.Investor PresentationOn a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.Earnings PresentationLike many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.Is CRM Stock A Buy, Sell, or Hold?After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.Seeking AlphaCRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.Best of Breed Universe WatchlistIt is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":2009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698925666,"gmtCreate":1640280959749,"gmtModify":1640280960053,"author":{"id":"3580606888729587","authorId":"3580606888729587","name":"wendytan","avatar":"https://static.tigerbbs.com/17f86c9246add6464e154564e9a3f5b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580606888729587","idStr":"3580606888729587"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698925666","repostId":"1199712599","repostType":4,"repost":{"id":"1199712599","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":1640269826,"share":"https://www.laohu8.com/m/news/1199712599?lang=zh_CN&edition=full","pubTime":"2021-12-23 22:30","market":"us","language":"en","title":"Stocks rise for a third day from omicron scare, Dow rises 100 points<blockquote>奥密克戎恐慌导致股市连续第三天上涨，道琼斯指数上涨100点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199712599","media":"Tiger Newspress","summary":"All three major averages were up Thursday morning, building on back-to-back sessions of gains as fea","content":"<p>All three major averages were up Thursday morning, building on back-to-back sessions of gains as fears the Omicron variant would derail economic growth cooled among investors who sold-off risky assets at the start of the week on reports of swelling case numbers.</p><p><blockquote>周四上午，三大股指均在连续几个交易日上涨的基础上上涨，原因是投资者对奥密克戎变体将破坏经济增长的担忧降温，他们在本周初因病例数量激增而抛售风险资产。</blockquote></p><p> The Nasdaq briefly jumped 180 points, while the Dow Industrial Average and S&P 500 also edged higher.</p><p><blockquote>纳斯达克短暂上涨180点，道琼斯工业平均指数和标普500也小幅走高。</blockquote></p><p> Investors are weighing a trove of economic releases this morning. The Labor Department reported that initial jobless claims totaled 205,000, sustaining a downward trend from the highs of their pandemic peak and reflecting labor market tightness brought on by a demand for workers heading into the new year. The latest print brings the four-week moving average for new claims to its lowest in 52 years, ticking up by 2,750 week-over-week to reach 206,250.</p><p><blockquote>投资者今天上午正在权衡一系列经济数据。美国劳工部报告称，首次申请失业救济人数总计20.5万人，较疫情峰值保持下降趋势，反映出进入新的一年对工人的需求带来的劳动力市场紧张。最新数据显示，新申请失业救济人数的四周移动平均值降至52年来的最低水平，周环比增加2,750人，达到206,250人。</blockquote></p><p> U.S. durable goods orders rose by 2.5% in November, up from the prior month, boosted by a sharp rise in aircraft orders.</p><p><blockquote>受飞机订单大幅上升提振，美国11月耐用品订单环比增长2.5%。</blockquote></p><p> Meanwhile, U.S. consumer prices accelerated at the fastest pace in nearly four decades as shoppers confront rising inflation levels ahead of the holidays.</p><p><blockquote>与此同时，由于购物者在假期前面临通胀水平上升，美国消费者价格以近四十年来最快的速度上涨。</blockquote></p><p> In Wednesday's trading session, investors weighed an upbeat print on consumer confidence levels and the release of an upwardly revised estimate for domestic GDP, placing all three major averages in the green after a mixed open.</p><p><blockquote>在周三的交易时段，投资者权衡了消费者信心水平的乐观情绪和国内GDP预估上调的发布，三大股指在开盘涨跌互现后均呈绿色。</blockquote></p><p> The Conference Board reported consumer confidence increased by a greater-than-expected margin in December,with the headline index at 115.8 during the month and higher than Bloomberg’s consensus estimates of 111.0. In November, the index had a reading of 111.9, revised from an initial report of 109.5. Meanwhile, the nation’s gross domestic product grew at an annual rate of 2.3% in the third quarter in the final estimate from the Bureau of Economic Analysis after the initial report of 2.1%.</p><p><blockquote>世界大型企业联合会报告称，12月份消费者信心增幅超出预期，当月总体指数为115.8，高于彭博社普遍预期的111.0。11月份，该指数读数为111.9，高于最初报告的109.5。与此同时，经济分析局在最初报告为2.1%后，最终估计第三季度美国国内生产总值年增长率为2.3%。</blockquote></p><p> “We’ve been saying that this is definitely a buy the dip sort of market because we expect more earnings upgrades to come,” Anik Sen, PineBridge Investments global head of equities told Yahoo Finance Live. “We think that the real debate should be about the length and strength of the economic cycle ahead.”</p><p><blockquote>PineBridge Investments全球股票主管阿尼克·森(Anik Sen)对雅虎财经直播表示：“我们一直在说，这绝对是一个逢低买入的市场，因为我们预计将出现更多盈利上调。”“我们认为真正的争论应该是关于未来经济周期的长度和强度。”</blockquote></p><p> The clock is also ticking on ayear-end Santa Claus Rally— one in which stocks climb higher in the final seven trading sessions of a year, plus the first two trading days of the new year. Starting tomorrow, traders will see whether 92 years of data uphold.</p><p><blockquote>年终圣诞老人反弹的时间也在流逝——股市在一年的最后七个交易日以及新年的前两个交易日攀升。从明天开始，交易者将看到92年的数据是否成立。</blockquote></p><p> For reasons unclear, over the past 92 years, the S&P 500 gained 77% of the time during the year-end rally period, according to data from Sundial Capital Research. The average gain in this nine-day trading period tallied 2.66%.</p><p><blockquote>Sundial Capital Research的数据显示，出于尚不清楚的原因，在过去92年中，标普500在年终反弹期间有77%的时间上涨。这九天交易期间的平均涨幅为2.66%。</blockquote></p><p> Separately, Oppenheimer chief investment strategistJohn Stoltzfusdisclosedthe most bullish price target on the S&P 500, forecasting a 14% climb to 5,330 by the end of 2022. The 38-year Wall Street veteran’s estimate beats even the most optimistic of his peers, BMO Capital Markets’s Brian Belski, who projected S&P 500 5,300.</p><p><blockquote>另外，Oppenheimer首席投资策略师John Stoltzfus披露了标普500最乐观的目标价，预测到2022年底将上涨14%至5,330点。这位38岁的华尔街资深人士的预测甚至超过了最乐观的同行、BMO Capital Markets的Brian Belski，后者预测标普500为5,300点。</blockquote></p><p> Meanwile, Pfizer (PFE)received authorization from the U.S. Food and Drug Administration for its at-home COVID-19 pill following clinical trial data that showed the treatment was 90% effective at preventing hospitalizations and deaths in high-risk patients. Shares of Pfizer gained more than 2% in Wednesday's session following the news and closed up 1.02% at $59.55 a piece.</p><p><blockquote>与此同时，辉瑞（PFE）获得了美国的授权。美国食品药品监督管理局对其家用COVID-19药丸进行了临床试验数据显示，该治疗在预防高危患者住院和死亡方面有90%的有效性。消息传出后，辉瑞股价在周三交易中上涨超过2%，收盘上涨1.02%，至每股59.55美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks rise for a third day from omicron scare, Dow rises 100 points<blockquote>奥密克戎恐慌导致股市连续第三天上涨，道琼斯指数上涨100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\">\nStocks rise for a third day from omicron scare, Dow rises 100 points<blockquote>奥密克戎恐慌导致股市连续第三天上涨，道琼斯指数上涨100点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-23 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>All three major averages were up Thursday morning, building on back-to-back sessions of gains as fears the Omicron variant would derail economic growth cooled among investors who sold-off risky assets at the start of the week on reports of swelling case numbers.</p><p><blockquote>周四上午，三大股指均在连续几个交易日上涨的基础上上涨，原因是投资者对奥密克戎变体将破坏经济增长的担忧降温，他们在本周初因病例数量激增而抛售风险资产。</blockquote></p><p> The Nasdaq briefly jumped 180 points, while the Dow Industrial Average and S&P 500 also edged higher.</p><p><blockquote>纳斯达克短暂上涨180点，道琼斯工业平均指数和标普500也小幅走高。</blockquote></p><p> Investors are weighing a trove of economic releases this morning. The Labor Department reported that initial jobless claims totaled 205,000, sustaining a downward trend from the highs of their pandemic peak and reflecting labor market tightness brought on by a demand for workers heading into the new year. The latest print brings the four-week moving average for new claims to its lowest in 52 years, ticking up by 2,750 week-over-week to reach 206,250.</p><p><blockquote>投资者今天上午正在权衡一系列经济数据。美国劳工部报告称，首次申请失业救济人数总计20.5万人，较疫情峰值保持下降趋势，反映出进入新的一年对工人的需求带来的劳动力市场紧张。最新数据显示，新申请失业救济人数的四周移动平均值降至52年来的最低水平，周环比增加2,750人，达到206,250人。</blockquote></p><p> U.S. durable goods orders rose by 2.5% in November, up from the prior month, boosted by a sharp rise in aircraft orders.</p><p><blockquote>受飞机订单大幅上升提振，美国11月耐用品订单环比增长2.5%。</blockquote></p><p> Meanwhile, U.S. consumer prices accelerated at the fastest pace in nearly four decades as shoppers confront rising inflation levels ahead of the holidays.</p><p><blockquote>与此同时，由于购物者在假期前面临通胀水平上升，美国消费者价格以近四十年来最快的速度上涨。</blockquote></p><p> In Wednesday's trading session, investors weighed an upbeat print on consumer confidence levels and the release of an upwardly revised estimate for domestic GDP, placing all three major averages in the green after a mixed open.</p><p><blockquote>在周三的交易时段，投资者权衡了消费者信心水平的乐观情绪和国内GDP预估上调的发布，三大股指在开盘涨跌互现后均呈绿色。</blockquote></p><p> The Conference Board reported consumer confidence increased by a greater-than-expected margin in December,with the headline index at 115.8 during the month and higher than Bloomberg’s consensus estimates of 111.0. In November, the index had a reading of 111.9, revised from an initial report of 109.5. Meanwhile, the nation’s gross domestic product grew at an annual rate of 2.3% in the third quarter in the final estimate from the Bureau of Economic Analysis after the initial report of 2.1%.</p><p><blockquote>世界大型企业联合会报告称，12月份消费者信心增幅超出预期，当月总体指数为115.8，高于彭博社普遍预期的111.0。11月份，该指数读数为111.9，高于最初报告的109.5。与此同时，经济分析局在最初报告为2.1%后，最终估计第三季度美国国内生产总值年增长率为2.3%。</blockquote></p><p> “We’ve been saying that this is definitely a buy the dip sort of market because we expect more earnings upgrades to come,” Anik Sen, PineBridge Investments global head of equities told Yahoo Finance Live. “We think that the real debate should be about the length and strength of the economic cycle ahead.”</p><p><blockquote>PineBridge Investments全球股票主管阿尼克·森(Anik Sen)对雅虎财经直播表示：“我们一直在说，这绝对是一个逢低买入的市场，因为我们预计将出现更多盈利上调。”“我们认为真正的争论应该是关于未来经济周期的长度和强度。”</blockquote></p><p> The clock is also ticking on ayear-end Santa Claus Rally— one in which stocks climb higher in the final seven trading sessions of a year, plus the first two trading days of the new year. Starting tomorrow, traders will see whether 92 years of data uphold.</p><p><blockquote>年终圣诞老人反弹的时间也在流逝——股市在一年的最后七个交易日以及新年的前两个交易日攀升。从明天开始，交易者将看到92年的数据是否成立。</blockquote></p><p> For reasons unclear, over the past 92 years, the S&P 500 gained 77% of the time during the year-end rally period, according to data from Sundial Capital Research. The average gain in this nine-day trading period tallied 2.66%.</p><p><blockquote>Sundial Capital Research的数据显示，出于尚不清楚的原因，在过去92年中，标普500在年终反弹期间有77%的时间上涨。这九天交易期间的平均涨幅为2.66%。</blockquote></p><p> Separately, Oppenheimer chief investment strategistJohn Stoltzfusdisclosedthe most bullish price target on the S&P 500, forecasting a 14% climb to 5,330 by the end of 2022. The 38-year Wall Street veteran’s estimate beats even the most optimistic of his peers, BMO Capital Markets’s Brian Belski, who projected S&P 500 5,300.</p><p><blockquote>另外，Oppenheimer首席投资策略师John Stoltzfus披露了标普500最乐观的目标价，预测到2022年底将上涨14%至5,330点。这位38岁的华尔街资深人士的预测甚至超过了最乐观的同行、BMO Capital Markets的Brian Belski，后者预测标普500为5,300点。</blockquote></p><p> Meanwile, Pfizer (PFE)received authorization from the U.S. Food and Drug Administration for its at-home COVID-19 pill following clinical trial data that showed the treatment was 90% effective at preventing hospitalizations and deaths in high-risk patients. Shares of Pfizer gained more than 2% in Wednesday's session following the news and closed up 1.02% at $59.55 a piece.</p><p><blockquote>与此同时，辉瑞（PFE）获得了美国的授权。美国食品药品监督管理局对其家用COVID-19药丸进行了临床试验数据显示，该治疗在预防高危患者住院和死亡方面有90%的有效性。消息传出后，辉瑞股价在周三交易中上涨超过2%，收盘上涨1.02%，至每股59.55美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199712599","content_text":"All three major averages were up Thursday morning, building on back-to-back sessions of gains as fears the Omicron variant would derail economic growth cooled among investors who sold-off risky assets at the start of the week on reports of swelling case numbers.\nThe Nasdaq briefly jumped 180 points, while the Dow Industrial Average and S&P 500 also edged higher.\nInvestors are weighing a trove of economic releases this morning. The Labor Department reported that initial jobless claims totaled 205,000, sustaining a downward trend from the highs of their pandemic peak and reflecting labor market tightness brought on by a demand for workers heading into the new year. The latest print brings the four-week moving average for new claims to its lowest in 52 years, ticking up by 2,750 week-over-week to reach 206,250.\nU.S. durable goods orders rose by 2.5% in November, up from the prior month, boosted by a sharp rise in aircraft orders.\nMeanwhile, U.S. consumer prices accelerated at the fastest pace in nearly four decades as shoppers confront rising inflation levels ahead of the holidays.\nIn Wednesday's trading session, investors weighed an upbeat print on consumer confidence levels and the release of an upwardly revised estimate for domestic GDP, placing all three major averages in the green after a mixed open.\nThe Conference Board reported consumer confidence increased by a greater-than-expected margin in December,with the headline index at 115.8 during the month and higher than Bloomberg’s consensus estimates of 111.0. In November, the index had a reading of 111.9, revised from an initial report of 109.5. Meanwhile, the nation’s gross domestic product grew at an annual rate of 2.3% in the third quarter in the final estimate from the Bureau of Economic Analysis after the initial report of 2.1%.\n“We’ve been saying that this is definitely a buy the dip sort of market because we expect more earnings upgrades to come,” Anik Sen, PineBridge Investments global head of equities told Yahoo Finance Live. “We think that the real debate should be about the length and strength of the economic cycle ahead.”\nThe clock is also ticking on ayear-end Santa Claus Rally— one in which stocks climb higher in the final seven trading sessions of a year, plus the first two trading days of the new year. Starting tomorrow, traders will see whether 92 years of data uphold.\nFor reasons unclear, over the past 92 years, the S&P 500 gained 77% of the time during the year-end rally period, according to data from Sundial Capital Research. The average gain in this nine-day trading period tallied 2.66%.\nSeparately, Oppenheimer chief investment strategistJohn Stoltzfusdisclosedthe most bullish price target on the S&P 500, forecasting a 14% climb to 5,330 by the end of 2022. The 38-year Wall Street veteran’s estimate beats even the most optimistic of his peers, BMO Capital Markets’s Brian Belski, who projected S&P 500 5,300.\nMeanwile, Pfizer (PFE)received authorization from the U.S. Food and Drug Administration for its at-home COVID-19 pill following clinical trial data that showed the treatment was 90% effective at preventing hospitalizations and deaths in high-risk patients. Shares of Pfizer gained more than 2% in Wednesday's session following the news and closed up 1.02% at $59.55 a piece.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691669839,"gmtCreate":1640184478922,"gmtModify":1640184479173,"author":{"id":"3580606888729587","authorId":"3580606888729587","name":"wendytan","avatar":"https://static.tigerbbs.com/17f86c9246add6464e154564e9a3f5b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580606888729587","idStr":"3580606888729587"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691669839","repostId":"1163953446","repostType":4,"repost":{"id":"1163953446","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":1640182473,"share":"https://www.laohu8.com/m/news/1163953446?lang=zh_CN&edition=full","pubTime":"2021-12-22 22:14","market":"us","language":"en","title":"Allakos slumps 87%, draws analysts downgrade on 'disappointing' lirentelimab data<blockquote>Allakos股价暴跌87%，分析师因lirentelimab数据“令人失望”而下调评级</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163953446","media":"Tiger Newspress","summary":"Allakos continues to slide, falls 87.4% premarket following yesterday's announcement that its late-s","content":"<p>Allakos continues to slide, falls 87.4% premarket following yesterday's announcement that its late-stage studies, KRYPTOS and ENIGMA 2failed to achieve statistical significance.</p><p><blockquote>Allakos昨天宣布其后期研究KRYPTOS和Enigma 2未能达到统计显著性，盘前下跌87.4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/961eae374dfe4dd479394caaf470012c\" tg-width=\"714\" tg-height=\"590\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The studies met their histologic co-primary endpoints but failed to achieve symptomatic endpoints.</p><p><blockquote>这些研究达到了其组织学共同主要终点，但未能达到症状终点。</blockquote></p><p> In ENIGMA, patients treated with lirentelimab achieved a 10.0-point reduction in Total Symptom Score-6 (TSS-6) at weeks 23-24 from baseline (baseline = 29.5) compared to an 11.5-point reduction in the placebo group (baseline = 27.7; p=0.343).</p><p><blockquote>在ENIGMA中，接受lirentelimab治疗的患者在第23-24周的总症状评分-6（TSS-6）较基线降低了10.0分（基线=29.5），而安慰剂组降低了11.5分（基线=27.7；p=0.343）。</blockquote></p><p> On the second co-primary endpoint of absolute mean change in patient reported Dysphagia Symptom Questionnaire in KRYPTOS trial, the high-dose group achieved a 17.4-point reduction, the low-dose group achieved an 11.9-point reduction and placebo achieved a 14.6-point reduction.</p><p><blockquote>在KRYPTOS试验中患者报告的吞咽困难症状问卷的绝对平均变化的第二个共同主要终点上，高剂量组实现了17.4分的降低，低剂量组实现了11.9分的降低，安慰剂实现了14.6分的降低。</blockquote></p><p> Following this disappointing result, several analysts lowered their ratings of the stock and slashed the price targets.</p><p><blockquote>在这一令人失望的结果之后，几位分析师下调了该股的评级并大幅下调了目标价。</blockquote></p><p> William Blair downgraded the stock to Market Perform from Outperform.</p><p><blockquote>威廉·布莱尔将该股评级从跑赢大盘下调至与大盘持平。</blockquote></p><p> Analysts of the firm say, \"while we believe lirentelimab has shown clear evidence of histologic activity against eosinophils and mast cells, the failure to achieve co-primary endpoints of patient reported symptoms in both studies raises questions about whether these histologic improvements can translate into clinical improvements.\"</p><p><blockquote>该公司的分析师表示，“虽然我们相信lirentelimab已显示出针对嗜酸性粒细胞和肥大细胞的组织学活性的明确证据，但两项研究均未能达到患者报告症状的共同主要终点，引发了这些组织学改善是否可以转化为临床改善的问题。”</blockquote></p><p> With lirentelimab performing worse than placebo, there are clearly questions as to why the clean results in Phase II didn’t translate, the analyst notes.</p><p><blockquote>分析师指出，由于利伦替利单抗的表现比安慰剂差，因此显然存在疑问，为什么II期的干净结果没有转化。</blockquote></p><p> Cowen analyst Joseph Thome has also cut the recommendation on Allakos to Market Perform from Outperform without the price target (PT) pending pipeline clarity.</p><p><blockquote>Cowen分析师Joseph Thome也将Allakos的评级从跑赢大盘下调至大盘表现，但价格目标(PT)有待管道明确。</blockquote></p><p> SVB Leerink analyst Thomas Smith downgraded the stock to Market Perform from Outperform, with PT of $17.</p><p><blockquote>SVB Leerink分析师Thomas Smith将该股评级从跑赢大盘下调至与大盘持平，PT为17美元。</blockquote></p><p> Barclays analyst Carter Gould lowered the firm's PT on Allakos to $8 from $36 and keeps an Underweight rating. The company's lead asset failed in key Phase 3 studies, Gould tells investors in a research note. He views this as the \"end game\" for lirentelimab.</p><p><blockquote>Barclays分析师Carter Gould将该公司对Allakos的PT从36美元下调至8美元，并维持跑输大盘评级。古尔德在一份研究报告中告诉投资者，该公司的主要资产在关键的第三阶段研究中失败了。他认为这是利伦替利单抗的“终结游戏”。</blockquote></p><p> Morgan Stanley says Allakos' disappointing data increase eosinophilic gastrointestinal diseases (EGIDs) uncertainty.</p><p><blockquote>摩根士丹利表示，Allakos令人失望的数据增加了嗜酸性胃肠道疾病（EGIDs）的不确定性。</blockquote></p><p> Jefferies analyst Maury Raycroft cut the recommendation on Allakos to Hold from Buy.</p><p><blockquote>杰富瑞(Jefferies)分析师莫里·雷克罗夫特(Maury Raycroft)将Allakos的评级从买入下调至持有。</blockquote></p><p> LifeSci Capital analyst Samuel Slutsky downgraded the stock to Market Perform from Outperform.</p><p><blockquote>LifeSci Capital分析师Samuel Slutsky将该股评级从跑赢大盘下调至与大盘持平。</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>Allakos slumps 87%, draws analysts downgrade on 'disappointing' lirentelimab data<blockquote>Allakos股价暴跌87%，分析师因lirentelimab数据“令人失望”而下调评级</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\">\nAllakos slumps 87%, draws analysts downgrade on 'disappointing' lirentelimab data<blockquote>Allakos股价暴跌87%，分析师因lirentelimab数据“令人失望”而下调评级</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-22 22:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Allakos continues to slide, falls 87.4% premarket following yesterday's announcement that its late-stage studies, KRYPTOS and ENIGMA 2failed to achieve statistical significance.</p><p><blockquote>Allakos昨天宣布其后期研究KRYPTOS和Enigma 2未能达到统计显著性，盘前下跌87.4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/961eae374dfe4dd479394caaf470012c\" tg-width=\"714\" tg-height=\"590\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The studies met their histologic co-primary endpoints but failed to achieve symptomatic endpoints.</p><p><blockquote>这些研究达到了其组织学共同主要终点，但未能达到症状终点。</blockquote></p><p> In ENIGMA, patients treated with lirentelimab achieved a 10.0-point reduction in Total Symptom Score-6 (TSS-6) at weeks 23-24 from baseline (baseline = 29.5) compared to an 11.5-point reduction in the placebo group (baseline = 27.7; p=0.343).</p><p><blockquote>在ENIGMA中，接受lirentelimab治疗的患者在第23-24周的总症状评分-6（TSS-6）较基线降低了10.0分（基线=29.5），而安慰剂组降低了11.5分（基线=27.7；p=0.343）。</blockquote></p><p> On the second co-primary endpoint of absolute mean change in patient reported Dysphagia Symptom Questionnaire in KRYPTOS trial, the high-dose group achieved a 17.4-point reduction, the low-dose group achieved an 11.9-point reduction and placebo achieved a 14.6-point reduction.</p><p><blockquote>在KRYPTOS试验中患者报告的吞咽困难症状问卷的绝对平均变化的第二个共同主要终点上，高剂量组实现了17.4分的降低，低剂量组实现了11.9分的降低，安慰剂实现了14.6分的降低。</blockquote></p><p> Following this disappointing result, several analysts lowered their ratings of the stock and slashed the price targets.</p><p><blockquote>在这一令人失望的结果之后，几位分析师下调了该股的评级并大幅下调了目标价。</blockquote></p><p> William Blair downgraded the stock to Market Perform from Outperform.</p><p><blockquote>威廉·布莱尔将该股评级从跑赢大盘下调至与大盘持平。</blockquote></p><p> Analysts of the firm say, \"while we believe lirentelimab has shown clear evidence of histologic activity against eosinophils and mast cells, the failure to achieve co-primary endpoints of patient reported symptoms in both studies raises questions about whether these histologic improvements can translate into clinical improvements.\"</p><p><blockquote>该公司的分析师表示，“虽然我们相信lirentelimab已显示出针对嗜酸性粒细胞和肥大细胞的组织学活性的明确证据，但两项研究均未能达到患者报告症状的共同主要终点，引发了这些组织学改善是否可以转化为临床改善的问题。”</blockquote></p><p> With lirentelimab performing worse than placebo, there are clearly questions as to why the clean results in Phase II didn’t translate, the analyst notes.</p><p><blockquote>分析师指出，由于利伦替利单抗的表现比安慰剂差，因此显然存在疑问，为什么II期的干净结果没有转化。</blockquote></p><p> Cowen analyst Joseph Thome has also cut the recommendation on Allakos to Market Perform from Outperform without the price target (PT) pending pipeline clarity.</p><p><blockquote>Cowen分析师Joseph Thome也将Allakos的评级从跑赢大盘下调至大盘表现，但价格目标(PT)有待管道明确。</blockquote></p><p> SVB Leerink analyst Thomas Smith downgraded the stock to Market Perform from Outperform, with PT of $17.</p><p><blockquote>SVB Leerink分析师Thomas Smith将该股评级从跑赢大盘下调至与大盘持平，PT为17美元。</blockquote></p><p> Barclays analyst Carter Gould lowered the firm's PT on Allakos to $8 from $36 and keeps an Underweight rating. The company's lead asset failed in key Phase 3 studies, Gould tells investors in a research note. He views this as the \"end game\" for lirentelimab.</p><p><blockquote>Barclays分析师Carter Gould将该公司对Allakos的PT从36美元下调至8美元，并维持跑输大盘评级。古尔德在一份研究报告中告诉投资者，该公司的主要资产在关键的第三阶段研究中失败了。他认为这是利伦替利单抗的“终结游戏”。</blockquote></p><p> Morgan Stanley says Allakos' disappointing data increase eosinophilic gastrointestinal diseases (EGIDs) uncertainty.</p><p><blockquote>摩根士丹利表示，Allakos令人失望的数据增加了嗜酸性胃肠道疾病（EGIDs）的不确定性。</blockquote></p><p> Jefferies analyst Maury Raycroft cut the recommendation on Allakos to Hold from Buy.</p><p><blockquote>杰富瑞(Jefferies)分析师莫里·雷克罗夫特(Maury Raycroft)将Allakos的评级从买入下调至持有。</blockquote></p><p> LifeSci Capital analyst Samuel Slutsky downgraded the stock to Market Perform from Outperform.</p><p><blockquote>LifeSci Capital分析师Samuel Slutsky将该股评级从跑赢大盘下调至与大盘持平。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALLK":"Allakos Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163953446","content_text":"Allakos continues to slide, falls 87.4% premarket following yesterday's announcement that its late-stage studies, KRYPTOS and ENIGMA 2failed to achieve statistical significance.\n\nThe studies met their histologic co-primary endpoints but failed to achieve symptomatic endpoints.\nIn ENIGMA, patients treated with lirentelimab achieved a 10.0-point reduction in Total Symptom Score-6 (TSS-6) at weeks 23-24 from baseline (baseline = 29.5) compared to an 11.5-point reduction in the placebo group (baseline = 27.7; p=0.343).\nOn the second co-primary endpoint of absolute mean change in patient reported Dysphagia Symptom Questionnaire in KRYPTOS trial, the high-dose group achieved a 17.4-point reduction, the low-dose group achieved an 11.9-point reduction and placebo achieved a 14.6-point reduction.\nFollowing this disappointing result, several analysts lowered their ratings of the stock and slashed the price targets.\nWilliam Blair downgraded the stock to Market Perform from Outperform.\nAnalysts of the firm say, \"while we believe lirentelimab has shown clear evidence of histologic activity against eosinophils and mast cells, the failure to achieve co-primary endpoints of patient reported symptoms in both studies raises questions about whether these histologic improvements can translate into clinical improvements.\"\nWith lirentelimab performing worse than placebo, there are clearly questions as to why the clean results in Phase II didn’t translate, the analyst notes.\nCowen analyst Joseph Thome has also cut the recommendation on Allakos to Market Perform from Outperform without the price target (PT) pending pipeline clarity.\nSVB Leerink analyst Thomas Smith downgraded the stock to Market Perform from Outperform, with PT of $17.\nBarclays analyst Carter Gould lowered the firm's PT on Allakos to $8 from $36 and keeps an Underweight rating. The company's lead asset failed in key Phase 3 studies, Gould tells investors in a research note. He views this as the \"end game\" for lirentelimab.\nMorgan Stanley says Allakos' disappointing data increase eosinophilic gastrointestinal diseases (EGIDs) uncertainty.\nJefferies analyst Maury Raycroft cut the recommendation on Allakos to Hold from Buy.\nLifeSci Capital analyst Samuel Slutsky downgraded the stock to Market Perform from Outperform.","news_type":1,"symbols_score_info":{"ALLK":0.9}},"isVote":1,"tweetType":1,"viewCount":3163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691086955,"gmtCreate":1640098336608,"gmtModify":1640098359105,"author":{"id":"3580606888729587","authorId":"3580606888729587","name":"wendytan","avatar":"https://static.tigerbbs.com/17f86c9246add6464e154564e9a3f5b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580606888729587","idStr":"3580606888729587"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691086955","repostId":"1172622709","repostType":4,"repost":{"id":"1172622709","kind":"news","pubTimestamp":1640096106,"share":"https://www.laohu8.com/m/news/1172622709?lang=zh_CN&edition=full","pubTime":"2021-12-21 22:15","market":"us","language":"en","title":"U.S. current account deficit widens to biggest in 15 years in Q3<blockquote>美国第三季度经常账户赤字扩大至15年来最大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172622709","media":"Reuters","summary":"WASHINGTON (Reuters) - The U.S. current account deficit surged to a 15-year high in the third quarte","content":"<p>WASHINGTON (Reuters) - The U.S. current account deficit surged to a 15-year high in the third quarter amid a record increase in imports as businesses rushed to replenish depleted inventories.</p><p><blockquote>华盛顿（路透社）-美国第三季度经常账户赤字飙升至15年高点，因企业急于补充耗尽的库存，进口创纪录增长。</blockquote></p><p> The Commerce Department said on Tuesday that the current account deficit, which measures the flow of goods, services and investments into and out of the country, accelerated 8.3% to $214.8 billion last quarter. That was the biggest shortfall since the third quarter of 2006.</p><p><blockquote>美国商务部周二表示，衡量商品、服务和投资进出该国的经常账户赤字上季度加速8.3%至2,148亿美元。这是自2006年第三季度以来最大的缺口。</blockquote></p><p> Data for the second quarter was revised to show a $198.3 billion deficit, instead of $190.3 billion as previously reported. Economists polled by Reuters had forecast a $205.0 billion deficit last quarter.</p><p><blockquote>第二季度数据修正后显示赤字为1983亿美元，而不是之前报道的1903亿美元。路透社调查的经济学家此前预测上季度赤字为2050亿美元。</blockquote></p><p> The current account gap represented 3.7% of gross domestic product. That was the largest share since the fourth quarter of 2008 and was up from 3.5% in the April-June quarter.</p><p><blockquote>经常账户缺口占国内生产总值的3.7%。这是自2008年第四季度以来的最大份额，高于4月至6月季度的3.5%。</blockquote></p><p> Still, the deficit remains below a peak of 6.3% of GDP in the fourth quarter of 2005 as the United States is now a net exporter of crude oil and fuel.</p><p><blockquote>尽管如此，赤字仍低于2005年第四季度GDP 6.3%的峰值，因为美国现在是原油和燃料的净出口国。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. current account deficit widens to biggest in 15 years in Q3<blockquote>美国第三季度经常账户赤字扩大至15年来最大</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\">\nU.S. current account deficit widens to biggest in 15 years in Q3<blockquote>美国第三季度经常账户赤字扩大至15年来最大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-21 22:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>WASHINGTON (Reuters) - The U.S. current account deficit surged to a 15-year high in the third quarter amid a record increase in imports as businesses rushed to replenish depleted inventories.</p><p><blockquote>华盛顿（路透社）-美国第三季度经常账户赤字飙升至15年高点，因企业急于补充耗尽的库存，进口创纪录增长。</blockquote></p><p> The Commerce Department said on Tuesday that the current account deficit, which measures the flow of goods, services and investments into and out of the country, accelerated 8.3% to $214.8 billion last quarter. That was the biggest shortfall since the third quarter of 2006.</p><p><blockquote>美国商务部周二表示，衡量商品、服务和投资进出该国的经常账户赤字上季度加速8.3%至2,148亿美元。这是自2006年第三季度以来最大的缺口。</blockquote></p><p> Data for the second quarter was revised to show a $198.3 billion deficit, instead of $190.3 billion as previously reported. Economists polled by Reuters had forecast a $205.0 billion deficit last quarter.</p><p><blockquote>第二季度数据修正后显示赤字为1983亿美元，而不是之前报道的1903亿美元。路透社调查的经济学家此前预测上季度赤字为2050亿美元。</blockquote></p><p> The current account gap represented 3.7% of gross domestic product. That was the largest share since the fourth quarter of 2008 and was up from 3.5% in the April-June quarter.</p><p><blockquote>经常账户缺口占国内生产总值的3.7%。这是自2008年第四季度以来的最大份额，高于4月至6月季度的3.5%。</blockquote></p><p> Still, the deficit remains below a peak of 6.3% of GDP in the fourth quarter of 2005 as the United States is now a net exporter of crude oil and fuel.</p><p><blockquote>尽管如此，赤字仍低于2005年第四季度GDP 6.3%的峰值，因为美国现在是原油和燃料的净出口国。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/u-current-account-deficit-widens-135406392.html\">Reuters</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":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/u-current-account-deficit-widens-135406392.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172622709","content_text":"WASHINGTON (Reuters) - The U.S. current account deficit surged to a 15-year high in the third quarter amid a record increase in imports as businesses rushed to replenish depleted inventories.\nThe Commerce Department said on Tuesday that the current account deficit, which measures the flow of goods, services and investments into and out of the country, accelerated 8.3% to $214.8 billion last quarter. That was the biggest shortfall since the third quarter of 2006.\nData for the second quarter was revised to show a $198.3 billion deficit, instead of $190.3 billion as previously reported. Economists polled by Reuters had forecast a $205.0 billion deficit last quarter.\nThe current account gap represented 3.7% of gross domestic product. That was the largest share since the fourth quarter of 2008 and was up from 3.5% in the April-June quarter.\nStill, the deficit remains below a peak of 6.3% of GDP in the fourth quarter of 2005 as the United States is now a net exporter of crude oil and fuel.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693613855,"gmtCreate":1640012361481,"gmtModify":1640012361756,"author":{"id":"3580606888729587","authorId":"3580606888729587","name":"wendytan","avatar":"https://static.tigerbbs.com/17f86c9246add6464e154564e9a3f5b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580606888729587","idStr":"3580606888729587"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693613855","repostId":"2192187660","repostType":4,"isVote":1,"tweetType":1,"viewCount":4635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690211207,"gmtCreate":1639668983423,"gmtModify":1639669012173,"author":{"id":"3580606888729587","authorId":"3580606888729587","name":"wendytan","avatar":"https://static.tigerbbs.com/17f86c9246add6464e154564e9a3f5b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580606888729587","idStr":"3580606888729587"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690211207","repostId":"2191943705","repostType":4,"isVote":1,"tweetType":1,"viewCount":2604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690219175,"gmtCreate":1639668879413,"gmtModify":1639669003456,"author":{"id":"3580606888729587","authorId":"3580606888729587","name":"wendytan","avatar":"https://static.tigerbbs.com/17f86c9246add6464e154564e9a3f5b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580606888729587","idStr":"3580606888729587"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/690219175","repostId":"1195807724","repostType":4,"repost":{"id":"1195807724","kind":"news","pubTimestamp":1639666797,"share":"https://www.laohu8.com/m/news/1195807724?lang=zh_CN&edition=full","pubTime":"2021-12-16 22:59","market":"us","language":"en","title":"U.S. manufacturing activity slows; factory supply constraints easing - IHS Markit survey<blockquote>美国制造业活动放缓；工厂供应限制缓解——IHS Markit调查</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195807724","media":"Reuters","summary":"U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and","content":"<p>U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and raw material supply constraints at factories are starting to ease.</p><p><blockquote>美国12月制造业活动放缓至一年低点，但有迹象表明工厂的劳动力和原材料供应限制开始缓解。</blockquote></p><p> Data firm IHS Markit said on Thursday that its flash manufacturing PMI fell to a reading of 57.8 in mid-December from 58.3 in November. That was the lowest since December 2020. A reading above 50 indicates expansion in the manufacturing sector, which accounts for 12% of the economy. Economists had forecast the flash PMI climbing to 58.5.</p><p><blockquote>数据公司IHS Markit周四表示，其制造业PMI初值从11月的58.3降至12月中旬的57.8。这是自2020年12月以来的最低水平。读数高于50表明占经济12%的制造业扩张。经济学家此前预测PMI初值将攀升至58.5。</blockquote></p><p> Manufacturing remains underpinned by strong demand for goods and extremely lean inventories at businesses. But strained supply chains because of the COVID-19 pandemic are a constrain.</p><p><blockquote>制造业仍然受到对商品的强劲需求和企业库存极少的支撑。但新冠肺炎疫情导致的供应链紧张是一个制约因素。</blockquote></p><p> There are glimmers of hope, however. The survey showed \"supply chain delays moderating markedly during the month,\" and \"the rate of job creation quickened to the fastest since June.\" It also noted that \"the rate of cost inflation softened to the slowest for seven months.\"</p><p><blockquote>然而，还是有一线希望的。调查显示，“本月供应链延误明显放缓”，“就业创造速度加快至6月份以来的最快水平”。报告还指出，“成本通胀率放缓至七个月来的最低水平。”</blockquote></p><p> But shortages remained binding for the vast services sector. The survey's flash services sector PMI dipped to a reading of 57.5 from 58.0 in November. Economists polled by Reuters had forecast a reading of 58.5 for the services sector, which accounts for more than two-thirds of U.S. economic activity.</p><p><blockquote>但短缺仍然困扰着庞大的服务业。该调查的闪存服务业PMI从11月份的58.0降至57.5。路透社调查的经济学家此前预测服务业的读数为58.5，服务业占美国经济活动的三分之二以上。</blockquote></p><p> A measure of services sector input prices rose to 77.4, the highest since the series started in 2009, from 75.7 in November. That is a potential sign that inflation could remain significantly high for a while. Consumer prices increased by the most since 1982 on a year-on-year basis in November.</p><p><blockquote>衡量服务业投入价格的指标从11月份的75.7升至77.4，为2009年该系列开始以来的最高水平。这是一个潜在的迹象，表明通胀可能会在一段时间内保持显着高位。11月份消费者价格同比涨幅为1982年以来最大。</blockquote></p><p> With both manufacturing and services sectors activity slowing, overall business activity cooled this month. The survey's flash Composite PMI Output Index fell to a reading of 56.9 from 57.2 in November.</p><p><blockquote>随着制造业和服务业活动放缓，本月整体商业活动降温。该调查的初步综合PMI产出指数从11月份的57.2降至56.9。</blockquote></p><p> Its measure of prices paid by businesses for inputs climbed to 78.1. That was the highest reading since the series started in 2009 and followed 77.6 in November.</p><p><blockquote>衡量企业为投入支付的价格的指标攀升至78.1。这是该系列自2009年开始以来的最高读数，继11月份的77.6之后。</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>U.S. manufacturing activity slows; factory supply constraints easing - IHS Markit survey<blockquote>美国制造业活动放缓；工厂供应限制缓解——IHS Markit调查</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\">\nU.S. manufacturing activity slows; factory supply constraints easing - IHS Markit survey<blockquote>美国制造业活动放缓；工厂供应限制缓解——IHS Markit调查</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-16 22:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and raw material supply constraints at factories are starting to ease.</p><p><blockquote>美国12月制造业活动放缓至一年低点，但有迹象表明工厂的劳动力和原材料供应限制开始缓解。</blockquote></p><p> Data firm IHS Markit said on Thursday that its flash manufacturing PMI fell to a reading of 57.8 in mid-December from 58.3 in November. That was the lowest since December 2020. A reading above 50 indicates expansion in the manufacturing sector, which accounts for 12% of the economy. Economists had forecast the flash PMI climbing to 58.5.</p><p><blockquote>数据公司IHS Markit周四表示，其制造业PMI初值从11月的58.3降至12月中旬的57.8。这是自2020年12月以来的最低水平。读数高于50表明占经济12%的制造业扩张。经济学家此前预测PMI初值将攀升至58.5。</blockquote></p><p> Manufacturing remains underpinned by strong demand for goods and extremely lean inventories at businesses. But strained supply chains because of the COVID-19 pandemic are a constrain.</p><p><blockquote>制造业仍然受到对商品的强劲需求和企业库存极少的支撑。但新冠肺炎疫情导致的供应链紧张是一个制约因素。</blockquote></p><p> There are glimmers of hope, however. The survey showed \"supply chain delays moderating markedly during the month,\" and \"the rate of job creation quickened to the fastest since June.\" It also noted that \"the rate of cost inflation softened to the slowest for seven months.\"</p><p><blockquote>然而，还是有一线希望的。调查显示，“本月供应链延误明显放缓”，“就业创造速度加快至6月份以来的最快水平”。报告还指出，“成本通胀率放缓至七个月来的最低水平。”</blockquote></p><p> But shortages remained binding for the vast services sector. The survey's flash services sector PMI dipped to a reading of 57.5 from 58.0 in November. Economists polled by Reuters had forecast a reading of 58.5 for the services sector, which accounts for more than two-thirds of U.S. economic activity.</p><p><blockquote>但短缺仍然困扰着庞大的服务业。该调查的闪存服务业PMI从11月份的58.0降至57.5。路透社调查的经济学家此前预测服务业的读数为58.5，服务业占美国经济活动的三分之二以上。</blockquote></p><p> A measure of services sector input prices rose to 77.4, the highest since the series started in 2009, from 75.7 in November. That is a potential sign that inflation could remain significantly high for a while. Consumer prices increased by the most since 1982 on a year-on-year basis in November.</p><p><blockquote>衡量服务业投入价格的指标从11月份的75.7升至77.4，为2009年该系列开始以来的最高水平。这是一个潜在的迹象，表明通胀可能会在一段时间内保持显着高位。11月份消费者价格同比涨幅为1982年以来最大。</blockquote></p><p> With both manufacturing and services sectors activity slowing, overall business activity cooled this month. The survey's flash Composite PMI Output Index fell to a reading of 56.9 from 57.2 in November.</p><p><blockquote>随着制造业和服务业活动放缓，本月整体商业活动降温。该调查的初步综合PMI产出指数从11月份的57.2降至56.9。</blockquote></p><p> Its measure of prices paid by businesses for inputs climbed to 78.1. That was the highest reading since the series started in 2009 and followed 77.6 in November.</p><p><blockquote>衡量企业为投入支付的价格的指标攀升至78.1。这是该系列自2009年开始以来的最高读数，继11月份的77.6之后。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/u-manufacturing-activity-slows-factory-145248409.html\">Reuters</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://finance.yahoo.com/news/u-manufacturing-activity-slows-factory-145248409.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195807724","content_text":"U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and raw material supply constraints at factories are starting to ease.\nData firm IHS Markit said on Thursday that its flash manufacturing PMI fell to a reading of 57.8 in mid-December from 58.3 in November. That was the lowest since December 2020. A reading above 50 indicates expansion in the manufacturing sector, which accounts for 12% of the economy. Economists had forecast the flash PMI climbing to 58.5.\nManufacturing remains underpinned by strong demand for goods and extremely lean inventories at businesses. But strained supply chains because of the COVID-19 pandemic are a constrain.\nThere are glimmers of hope, however. The survey showed \"supply chain delays moderating markedly during the month,\" and \"the rate of job creation quickened to the fastest since June.\" It also noted that \"the rate of cost inflation softened to the slowest for seven months.\"\nBut shortages remained binding for the vast services sector. The survey's flash services sector PMI dipped to a reading of 57.5 from 58.0 in November. Economists polled by Reuters had forecast a reading of 58.5 for the services sector, which accounts for more than two-thirds of U.S. economic activity.\nA measure of services sector input prices rose to 77.4, the highest since the series started in 2009, from 75.7 in November. That is a potential sign that inflation could remain significantly high for a while. Consumer prices increased by the most since 1982 on a year-on-year basis in November.\nWith both manufacturing and services sectors activity slowing, overall business activity cooled this month. The survey's flash Composite PMI Output Index fell to a reading of 56.9 from 57.2 in November.\nIts measure of prices paid by businesses for inputs climbed to 78.1. That was the highest reading since the series started in 2009 and followed 77.6 in November.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604095653,"gmtCreate":1639276980577,"gmtModify":1639276980864,"author":{"id":"3580606888729587","authorId":"3580606888729587","name":"wendytan","avatar":"https://static.tigerbbs.com/17f86c9246add6464e154564e9a3f5b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580606888729587","idStr":"3580606888729587"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604095653","repostId":"2190674545","repostType":4,"isVote":1,"tweetType":1,"viewCount":3295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602710963,"gmtCreate":1639065261853,"gmtModify":1639065968970,"author":{"id":"3580606888729587","authorId":"3580606888729587","name":"wendytan","avatar":"https://static.tigerbbs.com/17f86c9246add6464e154564e9a3f5b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580606888729587","idStr":"3580606888729587"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602710963","repostId":"2190661967","repostType":4,"isVote":1,"tweetType":1,"viewCount":2331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}