社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
kxie
IP属地:未知
+关注
帖子 · 43
帖子 · 43
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
kxie
kxie
·
2021-08-26
[惊讶]
非常抱歉,此主贴已删除
看
4,509
回复
2
点赞
4
编组 21备份 2
分享
举报
kxie
kxie
·
2021-08-20
[捂脸]
看
2,728
回复
2
点赞
2
编组 21备份 2
分享
举报
kxie
kxie
·
2021-08-18
[财迷]
非常抱歉,此主贴已删除
看
2,721
回复
2
点赞
6
编组 21备份 2
分享
举报
kxie
kxie
·
2021-08-15
[强]
These 10 Standout Stocks Could Be the Next Amazon<blockquote>这 10 只杰出股票可能成为下一个亚马逊</blockquote>
One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo
These 10 Standout Stocks Could Be the Next Amazon<blockquote>这 10 只杰出股票可能成为下一个亚马逊</blockquote>
看
2,818
回复
4
点赞
4
编组 21备份 2
分享
举报
kxie
kxie
·
2021-08-06
[呆住]
非常抱歉,此主贴已删除
看
4,438
回复
8
点赞
3
编组 21备份 2
分享
举报
kxie
kxie
·
2021-08-05
[得意]
非常抱歉,此主贴已删除
看
2,411
回复
评论
点赞
6
编组 21备份 2
分享
举报
kxie
kxie
·
2021-08-04
Like!
Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>
(Update: August 4, 2021 at 8:28 a.m. ET) (Aug 4) Stock futures arewobblingafter the S&P 500 hit its
Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>
看
3,660
回复
1
点赞
7
编组 21备份 2
分享
举报
kxie
kxie
·
2021-07-31
Like
非常抱歉,此主贴已删除
看
2,478
回复
1
点赞
3
编组 21备份 2
分享
举报
kxie
kxie
·
2021-07-30
Like
非常抱歉,此主贴已删除
看
2,536
回复
3
点赞
9
编组 21备份 2
分享
举报
kxie
kxie
·
2021-07-29
[微笑]
非常抱歉,此主贴已删除
看
4,030
回复
3
点赞
10
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3581929112123380","uuid":"3581929112123380","gmtCreate":1618835114085,"gmtModify":1623560346094,"name":"kxie","pinyin":"kxie","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":8,"tweetSize":43,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":810219431,"gmtCreate":1629979869523,"gmtModify":1631889405943,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"title":"","htmlText":"[惊讶] ","listText":"[惊讶] ","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/810219431","repostId":"2162712099","repostType":4,"isVote":1,"tweetType":1,"viewCount":4509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836879831,"gmtCreate":1629472207023,"gmtModify":1631889405957,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"title":"","htmlText":"[捂脸] ","listText":"[捂脸] ","text":"[捂脸]","images":[{"img":"https://static.tigerbbs.com/c36ce22b0721cc0a8e71f153f906e5eb","width":"1440","height":"3309"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/836879831","isVote":1,"tweetType":1,"viewCount":2728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":833527569,"gmtCreate":1629251225351,"gmtModify":1631889405970,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"title":"","htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/833527569","repostId":"2160880977","repostType":4,"isVote":1,"tweetType":1,"viewCount":2721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830912689,"gmtCreate":1629000181841,"gmtModify":1631889405984,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"title":"","htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/830912689","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://www.laohunote.com/m/news/1127633167?lang=zh_CN&edition=full","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon<blockquote>这 10 只杰出股票可能成为下一个亚马逊</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资中最流行的流行语之一是 “复利者 ”。寻找下一个亚马逊、Costco Wholesale、Nike 或 Visa 的成长型投资者寻求确定能够在未来几年实现收入和盈利两位数复合增长的公司(最好是两者兼而有之)。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p><p><blockquote>这个想法是,股票价格应该与收入和利润保持一致,使投资者能够在5到10年的持有期内产生高回报。最终目标是找到难以捉摸的 “10 bagger”--回报率是你购买价格 10 倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的笔记和投资专业人士的客户信中充满了复合器的参考资料。许多下一代价值经理,在<i>巴伦</i>五月份的封面故事,正在寻求此类股票,而不是廉价股票的传统价值。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性,因为买家正在为高增长的故事支付高价。真正的大赢家很少。根据 Durable Capital Partners 的数据,在 10 年的漫长系列中,只有大约 35 家公司的股价每年复合上涨 20% 或更多,导致至少增长了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意坚持使用大型知名复合商,例如Alphabet(股票代码:GOOGL)、万事达卡(MA)、联合健康集团(UNH)和礼来公司(LLY)。</blockquote></p><p> <i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦</i>试图确定较小的候选人。我们与投资经理进行了交谈,列出了一份包含 10 只股票的兼收并蓄的名单,其中大多数市值低于 100 亿美元。以下是按字母顺序排列的选择:</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利 以下是成长型投资者认为能够多年来持续实现收入或利润高增长的 10 只股票。</blockquote></p><p> <table> <thead> <tr> <th>Company / Ticker</th> <th>Recent Price</th> <th>YTD Change</th> <th>2021E P/E</th> <th>2021E Price/Sales</th> <th>2022E P/E</th> <th>2022E Price/Sales</th> <th>LT Growth Rate*</th> <th>Market Value (bil)</th> <th>Comment</th> </tr> </thead> <tbody> <tr> <td>Amedysis / AMED</td> <td>$185.15</td> <td>-37%</td> <td>30.2</td> <td>2.7</td> <td>27.7</td> <td>2.4</td> <td>10.5%</td> <td>$6.3</td> <td>Leader in home health care</td> </tr> <tr> <td>Amyris / AMRS</td> <td>13.64</td> <td>121</td> <td>NM</td> <td>10.4</td> <td>NM</td> <td>9.7</td> <td>NA</td> <td>4.1</td> <td>Leading company in synthetic biology</td> </tr> <tr> <td>Booz Allen Hamilton Holding / BAH</td> <td>81.73</td> <td>-6</td> <td>19.4</td> <td>1.3</td> <td>17.7</td> <td>1.2</td> <td>8.6</td> <td>11.0</td> <td>Defense-department consultant</td> </tr> <tr> <td>J.B. Hunt Transport Services / JBHT</td> <td>172.76</td> <td>26</td> <td>25.8</td> <td>1.5</td> <td>22.2</td> <td>1.4</td> <td>18.4</td> <td>18.2</td> <td>Strong in intermodal freight</td> </tr> <tr> <td>Marriott Vacations Worldwide / VAC</td> <td>147.15</td> <td>7</td> <td>40.9</td> <td>1.6</td> <td>15.7</td> <td>1.4</td> <td>NA</td> <td>6.3</td> <td>Top company in vacation timeshares</td> </tr> <tr> <td>SiteOne Landscape Supply / SITE</td> <td>197.10</td> <td>24</td> <td>45.7</td> <td>2.6</td> <td>43.5</td> <td>2.5</td> <td>19.3</td> <td>8.8</td> <td>Big supplier of landscaping supplies</td> </tr> <tr> <td>Staar Surgical / STAA</td> <td>138.19</td> <td>74</td> <td>192.3</td> <td>28.6</td> <td>140.8</td> <td>22.5</td> <td>30.0</td> <td>6.6</td> <td>Maker of implantable lens for myopia</td> </tr> <tr> <td>Stitch Fix / SFIX</td> <td>44.38</td> <td>-24</td> <td>NM</td> <td>1.9</td> <td>1890.3</td> <td>1.7</td> <td>30.0</td> <td>4.8</td> <td>Data-driven subscription clothing firm</td> </tr> <tr> <td>Trex / TREX</td> <td>105.94</td> <td>27</td> <td>51.9</td> <td>10.5</td> <td>43.6</td> <td>9.3</td> <td>18.8</td> <td>12.2</td> <td>Top maker of synthetic wood decking</td> </tr> <tr> <td>Upwork / UPWK</td> <td>44.31</td> <td>28</td> <td>NM</td> <td>11.4</td> <td>556.8</td> <td>9.2</td> <td>NA</td> <td>5.7</td> <td>Online clearinghouse for free-lancers</td> </tr> </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年市盈率</th><th>2021年价格/销售额</th><th>2022年市盈率</th><th>2022年价格/销售额</th><th>LT增长率*</th><th>市值(bil)</th><th>评论</th></tr></thead><tbody><tr><td>阿梅迪西斯/阿梅德</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>阿米里斯/AMRS</td><td>13.64</td><td>121</td><td>纳米</td><td>10.4</td><td>纳米</td><td>9.7</td><td>纳</td><td>4.1</td><td>合成生物学领先公司</td></tr><tr><td>博思艾伦汉密尔顿控股 / BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B亨特运输服务 / JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>擅长多式联运</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>纳</td><td>6.3</td><td>度假分时度假领域的顶级公司</td></tr><tr><td>SiteOne景观供应/场地</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>大型园林绿化用品供应商</td></tr><tr><td>外科凝视/凝视</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/固定</td><td>44.38</td><td>-24</td><td>纳米</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动订阅服装公司</td></tr><tr><td>Trex / Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>合成木地板的顶级制造商</td></tr><tr><td>Upwork / UPWK</td><td>44.31</td><td>28</td><td>纳米</td><td>11.4</td><td>556.8</td><td>9.2</td><td>纳</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH的估计是针对截至2022年3月和3月23日的财年。SFIX 的估计适用于截至 2022 年 7 月和 2023 年 7 月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的每年每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源:FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys (AMED) 是一家家庭医疗保健和临终关怀服务提供商,业务仍然分散,业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>“哥伦比亚小盘股成长基金经理丹-科尔预测说:”该行业将进行大规模整合。“医疗保健正在向家庭转移”。</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys 股价在过去十年中上涨了十倍以上。但该公司最近以与新冠疫情相关的人员配备和成本问题(主要是收购的临终关怀业务)为由,削减了 2021 年财务指引,股价约为 185 美元,下跌了近 30%。2021 年盈利预期目前为每股 6.13 美元,低于近 7 美元。该股的交易价格是2021年预计利润的30倍。科尔表示,该公司仍然有能力每年实现 10% 的每股收益增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。It 粉丝表示,它的机会是以环保的方式取代目前由石化产品、动物和植物制成的一系列产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>使用基因改造的酵母和甘蔗,Amyris生产角鲨烷等物质,角鲨烷是一种以前由鲨鱼肝制成的高端保湿剂;香草醛,香草的调味料;以及通常来源于植物的无热量甜味剂。该股交易价格约为 13 美元。</blockquote></p><p> <i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦</i>七月份对该公司的评价很高。在消费品牌的推动下,Amyris 预计到 2025 年销售额将达到 20 亿美元,高于今年的 4 亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>“拥有 Amyris 股票的 Pinnacle Associates 公司的投资组合经理兰迪-巴伦(Randy Baron)说:”世界需要清洁化学,而 Amyris 正是创造清洁化学的关键。他认为到 2022 年底,它们的价格可能会达到 75 美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦汉密尔顿控股公司(BAH)是国防部和其他机构的重要顾问。美国政府在最近一个财政年度占其收入的97%。多年来,博思艾伦通过提供网络安全等一系列服务,与政府建立了牢固的联系。其股票交易价格约为 81 美元,收益率为 1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>“T. Rowe Price New Horizons 基金经理乔希-斯宾塞(Josh Spencer)说:”它已经建立了一种强大的、类似合作伙伴关系的文化,并有着长期的稳定增长记录。他认为博思艾伦有能力实现 9% 至 10% 的年收入增长,每年盈利增长 15% 至 16%,与其历史表现一致。由于担心军费开支受到更多限制,该股较 100 美元的峰值下跌了 20%。斯宾塞将此次回调视为买入机会,该股估值不到市盈率的 20 倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p><p><blockquote>J.B亨特运输服务公司(JBHT)是多式联运货运领域的领导者,多式联运货运涉及卡车在铁路线上的节能运输。它是最成功的卡车运输公司之一。过去 20 年里,其股价上涨了 30 倍,最近达到 173 美元。“Durable Capital Partners 首席投资官、《巴伦周刊》圆桌会议成员亨利-埃伦博根(Henry Ellenbogen)说:”它拥有令人难以置信的特许经营权。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B他指出,亨特与伯灵顿北圣达菲铁路公司(Burlington Northern Santa Fe railroad)的合作关系使其在多式联运货运领域占据了强大的地位。J.B亨特的业务也在不断增长,接管了小公司的卡车运输业务。它还涉足数字货运经纪业务——将卡车司机与航运客户进行匹配。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen 表示,考虑到 2022 年盈利增长前景,该股 2022 年盈利预期的 22 倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球(VAC)是分时度假行业的顶级公司之一。它拥有 70 万业主,是一种有弹性的商业模式,拥有可观的费用收入,并且比同行更容易接触到夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>“Baron Focused Growth fund 的经理大卫-巴伦(David Baron)说:”它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。他补充说,万豪度假公司的股价最近约为 145 美元,该公司应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>巴伦认为,根据 2022 年的预测,这些股票的自由现金流收益率为 11%,价格便宜。他表示,该股自 2018 年以来几乎没有变化,未来几年可能会为股东带来 20% 的年回报。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是美国最大的园林绿化产品供应商,鉴于该公司在高度分散的行业中仅占 13% 的市场份额,因此具有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>“哥伦比亚大学的科尔说:”它正在有机增长,并有很多收购机会。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股估值约为 197 美元,估值丰富,是 2022 年预计每股收益 4.54 美元的 43 倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar Surgical(STAA)开发了一种可植入晶状体来矫正近视(近视)。鉴于视力问题在全球范围内的发病率不断上升,这解决了一个潜在的巨大市场。该公司预计,该镜头已在欧洲和亚洲上市至少五年,将于第四季度进入美国市场,等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>“Baillie Gifford 全球经理道格-布罗迪(Doug Brodie)说:”它可以创造大量的销量。“它还处于起步阶段,基本上没有竞争。</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼晶状体可在不到一小时的时间内植入,而且不需要摘除天然晶状体。在美国,每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar 股价最近为 138 美元,估值很高,是 2022 年预计销售额的 20 多倍,是 2022 年预计收益的 140 倍。但市场机会是巨大的:到2050年,全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务,拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“Stitch Fix 持有者 Marathon Partners Equity Management 的首席投资官 Mario Cibelli 说:”这可能是未来的 Nordstrom。“这是一个潜在的巨大市场,没有人以同样的方式解决这个问题”。Stitch Fix利用6,000名私人造型师和大量数据,试图识别订户的口味,以产生高满意度,并限制定期发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者担心潜在的流失和公司的最终盈利能力,该公司的股价约为 44 美元,比年初的水平下跌了 60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而,Cibelli 预计收入每年将增长 20% 以上,在当前美国和英国市场之外还有机会,并且在两到三年内将成为一项潜在的非常有利可图的业务。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是高端木质甲板替代品的顶级生产商,该甲板由95%的回收材料制成,是一种环保的住宅。该股股价为 105 美元,是 2022 年预期市盈率的 43 倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T. Rowe Price 的 Spencer 认为 Trex 物有所值,因为他认为 Trex 可以实现 15% 至 20% 的可持续年收入增长。预计 2022 年盈利将增长约 20%,并在随后几年以类似的速度增长。“他说:”如果把时钟拨快三年,看起来就不会那么贵了。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场,受到了 Baillie Gifford 的 Brodie 的青睐,他说它能提高企业对自由职业者的接受度。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>最近股价在 44 美元左右,并不便宜。Upwork 的估值为 57 亿美元,是今年近 5 亿美元预计销售额的 10 倍多。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于销售快速增长带来丰厚收益。预计今年销售额将增长 30% 以上,2022 年将增长 25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“布罗迪说:”中小型企业更容易接受自由职业者,但大型企业的人力资源部门却对自由职业者嗤之以鼻。Upwork旨在通过审查其自由职业者和提供数千套技能来改变这种看法。“他说:”Upwork 可以成为越来越多企业级合作伙伴值得信赖的合作伙伴。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 10 Standout Stocks Could Be the Next Amazon<blockquote>这 10 只杰出股票可能成为下一个亚马逊</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 10 Standout Stocks Could Be the Next Amazon<blockquote>这 10 只杰出股票可能成为下一个亚马逊</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-15 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资中最流行的流行语之一是 “复利者 ”。寻找下一个亚马逊、Costco Wholesale、Nike 或 Visa 的成长型投资者寻求确定能够在未来几年实现收入和盈利两位数复合增长的公司(最好是两者兼而有之)。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p><p><blockquote>这个想法是,股票价格应该与收入和利润保持一致,使投资者能够在5到10年的持有期内产生高回报。最终目标是找到难以捉摸的 “10 bagger”--回报率是你购买价格 10 倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的笔记和投资专业人士的客户信中充满了复合器的参考资料。许多下一代价值经理,在<i>巴伦</i>五月份的封面故事,正在寻求此类股票,而不是廉价股票的传统价值。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性,因为买家正在为高增长的故事支付高价。真正的大赢家很少。根据 Durable Capital Partners 的数据,在 10 年的漫长系列中,只有大约 35 家公司的股价每年复合上涨 20% 或更多,导致至少增长了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意坚持使用大型知名复合商,例如Alphabet(股票代码:GOOGL)、万事达卡(MA)、联合健康集团(UNH)和礼来公司(LLY)。</blockquote></p><p> <i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦</i>试图确定较小的候选人。我们与投资经理进行了交谈,列出了一份包含 10 只股票的兼收并蓄的名单,其中大多数市值低于 100 亿美元。以下是按字母顺序排列的选择:</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利 以下是成长型投资者认为能够多年来持续实现收入或利润高增长的 10 只股票。</blockquote></p><p> <table> <thead> <tr> <th>Company / Ticker</th> <th>Recent Price</th> <th>YTD Change</th> <th>2021E P/E</th> <th>2021E Price/Sales</th> <th>2022E P/E</th> <th>2022E Price/Sales</th> <th>LT Growth Rate*</th> <th>Market Value (bil)</th> <th>Comment</th> </tr> </thead> <tbody> <tr> <td>Amedysis / AMED</td> <td>$185.15</td> <td>-37%</td> <td>30.2</td> <td>2.7</td> <td>27.7</td> <td>2.4</td> <td>10.5%</td> <td>$6.3</td> <td>Leader in home health care</td> </tr> <tr> <td>Amyris / AMRS</td> <td>13.64</td> <td>121</td> <td>NM</td> <td>10.4</td> <td>NM</td> <td>9.7</td> <td>NA</td> <td>4.1</td> <td>Leading company in synthetic biology</td> </tr> <tr> <td>Booz Allen Hamilton Holding / BAH</td> <td>81.73</td> <td>-6</td> <td>19.4</td> <td>1.3</td> <td>17.7</td> <td>1.2</td> <td>8.6</td> <td>11.0</td> <td>Defense-department consultant</td> </tr> <tr> <td>J.B. Hunt Transport Services / JBHT</td> <td>172.76</td> <td>26</td> <td>25.8</td> <td>1.5</td> <td>22.2</td> <td>1.4</td> <td>18.4</td> <td>18.2</td> <td>Strong in intermodal freight</td> </tr> <tr> <td>Marriott Vacations Worldwide / VAC</td> <td>147.15</td> <td>7</td> <td>40.9</td> <td>1.6</td> <td>15.7</td> <td>1.4</td> <td>NA</td> <td>6.3</td> <td>Top company in vacation timeshares</td> </tr> <tr> <td>SiteOne Landscape Supply / SITE</td> <td>197.10</td> <td>24</td> <td>45.7</td> <td>2.6</td> <td>43.5</td> <td>2.5</td> <td>19.3</td> <td>8.8</td> <td>Big supplier of landscaping supplies</td> </tr> <tr> <td>Staar Surgical / STAA</td> <td>138.19</td> <td>74</td> <td>192.3</td> <td>28.6</td> <td>140.8</td> <td>22.5</td> <td>30.0</td> <td>6.6</td> <td>Maker of implantable lens for myopia</td> </tr> <tr> <td>Stitch Fix / SFIX</td> <td>44.38</td> <td>-24</td> <td>NM</td> <td>1.9</td> <td>1890.3</td> <td>1.7</td> <td>30.0</td> <td>4.8</td> <td>Data-driven subscription clothing firm</td> </tr> <tr> <td>Trex / TREX</td> <td>105.94</td> <td>27</td> <td>51.9</td> <td>10.5</td> <td>43.6</td> <td>9.3</td> <td>18.8</td> <td>12.2</td> <td>Top maker of synthetic wood decking</td> </tr> <tr> <td>Upwork / UPWK</td> <td>44.31</td> <td>28</td> <td>NM</td> <td>11.4</td> <td>556.8</td> <td>9.2</td> <td>NA</td> <td>5.7</td> <td>Online clearinghouse for free-lancers</td> </tr> </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年市盈率</th><th>2021年价格/销售额</th><th>2022年市盈率</th><th>2022年价格/销售额</th><th>LT增长率*</th><th>市值(bil)</th><th>评论</th></tr></thead><tbody><tr><td>阿梅迪西斯/阿梅德</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>阿米里斯/AMRS</td><td>13.64</td><td>121</td><td>纳米</td><td>10.4</td><td>纳米</td><td>9.7</td><td>纳</td><td>4.1</td><td>合成生物学领先公司</td></tr><tr><td>博思艾伦汉密尔顿控股 / BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B亨特运输服务 / JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>擅长多式联运</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>纳</td><td>6.3</td><td>度假分时度假领域的顶级公司</td></tr><tr><td>SiteOne景观供应/场地</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>大型园林绿化用品供应商</td></tr><tr><td>外科凝视/凝视</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/固定</td><td>44.38</td><td>-24</td><td>纳米</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动订阅服装公司</td></tr><tr><td>Trex / Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>合成木地板的顶级制造商</td></tr><tr><td>Upwork / UPWK</td><td>44.31</td><td>28</td><td>纳米</td><td>11.4</td><td>556.8</td><td>9.2</td><td>纳</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH的估计是针对截至2022年3月和3月23日的财年。SFIX 的估计适用于截至 2022 年 7 月和 2023 年 7 月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的每年每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源:FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys (AMED) 是一家家庭医疗保健和临终关怀服务提供商,业务仍然分散,业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>“哥伦比亚小盘股成长基金经理丹-科尔预测说:”该行业将进行大规模整合。“医疗保健正在向家庭转移”。</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys 股价在过去十年中上涨了十倍以上。但该公司最近以与新冠疫情相关的人员配备和成本问题(主要是收购的临终关怀业务)为由,削减了 2021 年财务指引,股价约为 185 美元,下跌了近 30%。2021 年盈利预期目前为每股 6.13 美元,低于近 7 美元。该股的交易价格是2021年预计利润的30倍。科尔表示,该公司仍然有能力每年实现 10% 的每股收益增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。It 粉丝表示,它的机会是以环保的方式取代目前由石化产品、动物和植物制成的一系列产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>使用基因改造的酵母和甘蔗,Amyris生产角鲨烷等物质,角鲨烷是一种以前由鲨鱼肝制成的高端保湿剂;香草醛,香草的调味料;以及通常来源于植物的无热量甜味剂。该股交易价格约为 13 美元。</blockquote></p><p> <i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦</i>七月份对该公司的评价很高。在消费品牌的推动下,Amyris 预计到 2025 年销售额将达到 20 亿美元,高于今年的 4 亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>“拥有 Amyris 股票的 Pinnacle Associates 公司的投资组合经理兰迪-巴伦(Randy Baron)说:”世界需要清洁化学,而 Amyris 正是创造清洁化学的关键。他认为到 2022 年底,它们的价格可能会达到 75 美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦汉密尔顿控股公司(BAH)是国防部和其他机构的重要顾问。美国政府在最近一个财政年度占其收入的97%。多年来,博思艾伦通过提供网络安全等一系列服务,与政府建立了牢固的联系。其股票交易价格约为 81 美元,收益率为 1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>“T. Rowe Price New Horizons 基金经理乔希-斯宾塞(Josh Spencer)说:”它已经建立了一种强大的、类似合作伙伴关系的文化,并有着长期的稳定增长记录。他认为博思艾伦有能力实现 9% 至 10% 的年收入增长,每年盈利增长 15% 至 16%,与其历史表现一致。由于担心军费开支受到更多限制,该股较 100 美元的峰值下跌了 20%。斯宾塞将此次回调视为买入机会,该股估值不到市盈率的 20 倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p><p><blockquote>J.B亨特运输服务公司(JBHT)是多式联运货运领域的领导者,多式联运货运涉及卡车在铁路线上的节能运输。它是最成功的卡车运输公司之一。过去 20 年里,其股价上涨了 30 倍,最近达到 173 美元。“Durable Capital Partners 首席投资官、《巴伦周刊》圆桌会议成员亨利-埃伦博根(Henry Ellenbogen)说:”它拥有令人难以置信的特许经营权。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B他指出,亨特与伯灵顿北圣达菲铁路公司(Burlington Northern Santa Fe railroad)的合作关系使其在多式联运货运领域占据了强大的地位。J.B亨特的业务也在不断增长,接管了小公司的卡车运输业务。它还涉足数字货运经纪业务——将卡车司机与航运客户进行匹配。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen 表示,考虑到 2022 年盈利增长前景,该股 2022 年盈利预期的 22 倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球(VAC)是分时度假行业的顶级公司之一。它拥有 70 万业主,是一种有弹性的商业模式,拥有可观的费用收入,并且比同行更容易接触到夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>“Baron Focused Growth fund 的经理大卫-巴伦(David Baron)说:”它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。他补充说,万豪度假公司的股价最近约为 145 美元,该公司应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>巴伦认为,根据 2022 年的预测,这些股票的自由现金流收益率为 11%,价格便宜。他表示,该股自 2018 年以来几乎没有变化,未来几年可能会为股东带来 20% 的年回报。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是美国最大的园林绿化产品供应商,鉴于该公司在高度分散的行业中仅占 13% 的市场份额,因此具有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>“哥伦比亚大学的科尔说:”它正在有机增长,并有很多收购机会。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股估值约为 197 美元,估值丰富,是 2022 年预计每股收益 4.54 美元的 43 倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar Surgical(STAA)开发了一种可植入晶状体来矫正近视(近视)。鉴于视力问题在全球范围内的发病率不断上升,这解决了一个潜在的巨大市场。该公司预计,该镜头已在欧洲和亚洲上市至少五年,将于第四季度进入美国市场,等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>“Baillie Gifford 全球经理道格-布罗迪(Doug Brodie)说:”它可以创造大量的销量。“它还处于起步阶段,基本上没有竞争。</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼晶状体可在不到一小时的时间内植入,而且不需要摘除天然晶状体。在美国,每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar 股价最近为 138 美元,估值很高,是 2022 年预计销售额的 20 多倍,是 2022 年预计收益的 140 倍。但市场机会是巨大的:到2050年,全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务,拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“Stitch Fix 持有者 Marathon Partners Equity Management 的首席投资官 Mario Cibelli 说:”这可能是未来的 Nordstrom。“这是一个潜在的巨大市场,没有人以同样的方式解决这个问题”。Stitch Fix利用6,000名私人造型师和大量数据,试图识别订户的口味,以产生高满意度,并限制定期发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者担心潜在的流失和公司的最终盈利能力,该公司的股价约为 44 美元,比年初的水平下跌了 60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而,Cibelli 预计收入每年将增长 20% 以上,在当前美国和英国市场之外还有机会,并且在两到三年内将成为一项潜在的非常有利可图的业务。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是高端木质甲板替代品的顶级生产商,该甲板由95%的回收材料制成,是一种环保的住宅。该股股价为 105 美元,是 2022 年预期市盈率的 43 倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T. Rowe Price 的 Spencer 认为 Trex 物有所值,因为他认为 Trex 可以实现 15% 至 20% 的可持续年收入增长。预计 2022 年盈利将增长约 20%,并在随后几年以类似的速度增长。“他说:”如果把时钟拨快三年,看起来就不会那么贵了。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场,受到了 Baillie Gifford 的 Brodie 的青睐,他说它能提高企业对自由职业者的接受度。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>最近股价在 44 美元左右,并不便宜。Upwork 的估值为 57 亿美元,是今年近 5 亿美元预计销售额的 10 倍多。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于销售快速增长带来丰厚收益。预计今年销售额将增长 30% 以上,2022 年将增长 25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“布罗迪说:”中小型企业更容易接受自由职业者,但大型企业的人力资源部门却对自由职业者嗤之以鼻。Upwork旨在通过审查其自由职业者和提供数千套技能来改变这种看法。“他说:”Upwork 可以成为越来越多企业级合作伙伴值得信赖的合作伙伴。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VAC":"万豪度假环球","SFIX":"Stitch Fix Inc.","SITE":"SiteOne Landscape Supply, Inc.","JBHT":"JB Hunt运输服务","AMRS":"阿米瑞斯","AMED":"阿米斯医疗","STAA":"STAAR Surgical Company","BAH":"博思艾伦咨询公司","UPWK":"Upwork Inc.","TREX":"Trex Co Inc"},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1,"symbols_score_info":{"VAC":0.9,"SFIX":0.9,"BAH":0.9,"JBHT":0.9,"AMED":0.9,"AMRS":0.9,"UPWK":0.9,"STAA":0.9,"TREX":0.9,"SITE":0.9}},"isVote":1,"tweetType":1,"viewCount":2818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893967190,"gmtCreate":1628230681310,"gmtModify":1631889405996,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"title":"","htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/893967190","repostId":"1100451585","repostType":4,"isVote":1,"tweetType":1,"viewCount":4438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899918573,"gmtCreate":1628151090692,"gmtModify":1631889406007,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"title":"","htmlText":"[得意] ","listText":"[得意] ","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899918573","repostId":"1147878593","repostType":4,"isVote":1,"tweetType":1,"viewCount":2411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890385084,"gmtCreate":1628083790948,"gmtModify":1631889406022,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"title":"","htmlText":"Like! ","listText":"Like! ","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890385084","repostId":"1163400390","repostType":4,"repost":{"id":"1163400390","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":1628077338,"share":"https://www.laohunote.com/m/news/1163400390?lang=zh_CN&edition=full","pubTime":"2021-08-04 19:42","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163400390","media":"Tiger Newspress","summary":"(Update: August 4, 2021 at 8:28 a.m. ET)\n(Aug 4) Stock futures arewobblingafter the S&P 500 hit its ","content":"<p><i>(Update: August 4, 2021 at 8:28 a.m. ET)</i></p><p><blockquote><i>(更新:美国东部时间 2021 年 8 月 4 日上午 8:28)</i></blockquote></p><p> (Aug 4) Stock futures arewobblingafter the S&P 500 hit its 42nd record close of the year, as investors weighstrong corporate earningsagainst the potentialthreat of the Delta variantof Covid-19.</p><p><blockquote>(8 月 4 日)标普500创下今年第 42 次创纪录收盘后,股指期货波动,投资者权衡强劲的企业盈利与 Covid-19 Delta 变种的潜在威胁。</blockquote></p><p> At 08:28 a.m. ET, Dow E-minis were down 76 points, or 0.22%, S&P 500 E-minis fell 7 points, or 0.16% and Nasdaq 100 E-minis slid 9 points, or 0.06% .</p><p><blockquote>美国东部时间上午 08:28,道琼斯电子迷你指数下跌 76 点,跌幅 0.22%,标普500电子迷你指数下跌 7 点,跌幅 0.16%,纳斯达克 100 电子迷你指数下跌 9 点,跌幅 0.06%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/11f1103ecd5b5a67bec56afafdc8276f\" tg-width=\"1242\" tg-height=\"500\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票:</b></blockquote></p><p> <b>1) General Motors(GM)</b> – General Motors missed the consensus estimate of $2.23 per share with an adjusted second-quarter profit of $1.97 per share, though revenue did top Wall Street forecasts. GM did raise its forecast for the remainder of the year, based on strong demand and pricing. GM initially fell 3% in the premarket but then bounced back to recover most of that loss.</p><p><blockquote><b>1) 通用汽车 (GM)</b>– 通用汽车未达到每股 2.23 美元的市场普遍预期,调整后第二季度利润为每股 1.97 美元,但营收确实超出了华尔街的预期。基于强劲的需求和定价,通用汽车确实提高了今年剩余时间的预测。通用汽车最初在盘前下跌 3%,但随后反弹,收复了大部分损失。</blockquote></p><p> <b>2) CVS Health(CVS)</b> – CVS earned an adjusted $2.42 per share for the second quarter, beating the $2.06 consensus estimate, with revenue beating forecasts as well. The drug store and pharmacy benefits company also saw same-store sales rise a better than expected 12.3%. Separately, CVS also announced it was raising its minimum wage for employees to $15 per hour.</p><p><blockquote><b>2)CVS健康(CVS)</b>– CVS 第二季度调整后每股收益为 2.42 美元,超出市场普遍预期的 2.06 美元,收入也超出预期。这家药店和药房福利公司的同店销售额也增长了 12.3%,好于预期。另外,CVS 还宣布将员工最低工资提高到每小时 15 美元。</blockquote></p><p> <b>3) Kraft Heinz(KHC) </b>– Kraft Heinz beat estimates by 6 cents with adjusted quarterly earnings of 78 cents per share, while the food producer’s revenue also exceeded estimates. Demand continued to be strong during the quarter for the company’s snacks and packaged meals.</p><p><blockquote><b>3)卡夫亨氏(KHC)</b>- 卡夫亨氏的调整后季度收益为每股 78 美分,超出预期 6 美分,而这家食品生产商的收入也超出了预期。本季度,公司零食和包装餐的需求依然强劲。</blockquote></p><p> <b>4) Tupperware(TUP) </b>– Tupperware shares jumped 2.5% in the premarket, after beating on the top and bottom lines for the second quarter. The maker of household storage products earned an adjusted 95 cents per share, well above the 57 cent consensus estimate.</p><p><blockquote><b>4) 特百惠(TUP)</b>– 特百惠股价在第二季度的营收和利润上涨后,盘前上涨 2.5%。这家家庭存储产品制造商调整后每股收益为 95 美分,远高于 57 美分的普遍预期。</blockquote></p><p> <b>5) Robinhood(HOOD)</b> – The trading platform’s stock soared 13.1% in premarket trading, on top of a 24.2% gain in Tuesday trading, when it rose above its $38 per share IPO price for the first time since going public last Thursday. It was also among yesterday’s most heavily traded stocks.</p><p><blockquote><b>5) 罗宾汉</b>- 该交易平台的股价在盘前交易中飙升 13.1%,周二交易中上涨了 24.2%,自上周四上市以来首次突破每股 38 美元的 IPO 价格。它也是昨天交易量最大的股票之一。</blockquote></p><p> <b>6) Activision Blizzard(ATVI)</b> – Activision Blizzard beat estimates by 15 cents with adjusted quarterly earnings of 91 cents per share and the videogame producer’s revenue was slightly above Wall Street forecasts. It also gave an upbeat forecast, anticipating continued strong demand for popular franchises like “Candy Crush” and “Call of Duty”. Shares rallied 5.6% in premarket trading.</p><p><blockquote><b>6) 动视暴雪 (ATVI)</b>- 动视暴雪的调整后季度收益为每股 91 美分,超出预期 15 美分,这家视频游戏制作商的收入略高于华尔街的预测。它还给出了乐观的预测,预计《糖果粉碎》和《使命召唤看涨期权》等热门系列电影的需求将持续强劲。股价在盘前交易中上涨 5.6%。</blockquote></p><p> <b>7) Amgen(AMGN) </b>– Amgen earned an adjusted $4.38 per share for its latest quarter, compared with a consensus estimate of $4.09. The biotech giant’s revenue topped analyst estimates as well, although it said visits and procedures remain below pre-pandemic levels. Amgen also said it is in a dispute with the IRS, fighting a claim that it owes $3.6 billion in back taxes.</p><p><blockquote><b>7)安进(AMGN)</b>– 安进最新季度调整后每股收益为 4.38 美元,而市场普遍预期为 4.09 美元。这家生物技术巨头的收入也超过了分析师的预期,不过该公司表示就诊和手术仍低于大流行前的水平。安进还表示,它正与美国国税局发生纠纷,反对其拖欠 36 亿美元补缴税款的说法。</blockquote></p><p> <b>8) Lyft(LYFT) </b>– Lyft reported an adjusted quarterly loss of 5 cents per share, smaller than the 24 cent loss predicted by analysts, with the ride-hailing service coming in with better-than-expected revenue. Lyft saw strong ride-hailing demand and did reach profitability as measured by earnings before interest, taxes, depreciation and amortization (EBITDA).</p><p><blockquote><b>8)Lyft(Lyft)</b>– Lyft公布调整后季度亏损为每股 5 美分,低于分析师预测的 24 美分亏损,网约车服务收入好于预期。Lyft的网约车需求强劲,并确实实现了以息税折旧摊销前利润 (EBITDA) 衡量的盈利。</blockquote></p><p> <b>9) Match Group(MTCH)</b> – Match Group fell 6 cents shy of estimates with quarterly earnings of 46 cents per share, although the operator of Tinder and other dating services did see revenue exceed forecasts. Revenue growth for Tinder is accelerating as vaccination rates rise, but Match said recovery is lagging in some important overseas markets. Shares fell 4% in premarket trading.</p><p><blockquote><b>9)匹配组(MTCH)</b>– Match Group 的季度收益为每股 46 美分,低于预期 6 美分,尽管这家 Tinder 和其他约会服务的运营商的收入确实超出了预期。随着疫苗接种率的上升,Tinder 的收入增长正在加速,但 Match 表示,一些重要的海外市场的复苏滞后。股价在盘前交易中下跌 4%。</blockquote></p><p> <b>10) Caesars Entertainment(CZR) </b>– Caesars earned 34 cents per share for its latest quarter, surprising analysts who had expected a loss of 18 cents per share. The casino operator’s revenue exceeded estimates as well, thanks to a strong rebound in the Las Vegas market. Caesars added 2% in premarket action.</p><p><blockquote><b>10) 凯撒娱乐 (CZR)</b>– 凯撒最新季度每股收益为 34 美分,令此前预期每股亏损 18 美分的分析师感到惊讶。由于拉斯维加斯市场的强劲反弹,这家赌场运营商的收入也超出了预期。凯撒在盘前行动中上涨了 2%。</blockquote></p><p> <b>11) Affirm Holdings(AFRM)</b> – Affirm added another 2.4% in the premarket, after jumping 3% yesterday. The payment service’s shares are getting a boost from a Bloomberg report that it will partner withApple(AAPL) to offer “buy now, pay later” services for Canadian purchases of Apple devices.</p><p><blockquote><b>11) Affirm Holdings(AFRM)</b>– 继昨天上涨 3% 后,Affirm 在盘前又上涨 2.4%。彭博社报道称,该支付服务将与苹果公司(AAPL)合作,为加拿大人购买苹果设备提供 “先买后付 ”服务,这提振了该支付服务的股价。</blockquote></p><p> <b>12) Avis Budget(CAR) </b>– Avis Budget rose 1.9% in premarket trading after reporting what it called the best quarter in its history, with surging demand and higher rental prices leading to a tripling in sales. Adjusted earnings per share came to $5.90, compared to a consensus estimate of $1.21.</p><p><blockquote><b>12) Avis Budget(汽车)</b>– Avis Budget 在盘前交易中上涨 1.9%,此前该公司公布了其所谓的历史上最好的季度,需求激增和租金价格上涨导致销售额增长了两倍。调整后每股收益为 5.90 美元,而市场普遍预期为 1.21 美元。</blockquote></p><p></p><p> <b>13) Live Nation(LYV) </b>– Live Nation said sales for its latest quarter surged nearly eight-fold, as live events returned amid an increase in vaccinations. The live event promoter said concerts and other events were selling out quickly, and at ticket prices that were 10% above pre-pandemic levels. Live Nation gained 2.3% in the premarket.</p><p><blockquote><b>13) 生活国家(LYV)</b>– Live Nation 表示,随着疫苗接种量的增加,现场活动的回归,其最新季度的销售额激增了近八倍。现场活动发起人表示,音乐会和其他活动很快就销售一空,票价比大流行前的水平高出10%。Live Nation 盘前上涨 2.3%。</blockquote></p><p> In FX, the euro dipped after a European Central Bank policy maker said the central bank won’t rush a decision on stimulus. The Bloomberg Dollar Index held little changed and most Group- of-10 currencies traded in narrow ranges. The pound rose for a second day, with some investors expecting the Bank of England to take a hawkish turn on Thursday; the euro slipped to a session low of 1.1842 before trimming losses. New Zealand’s dollar rose against all its G-10 peers as traders boosted bets for interest- rate hikes after the nation’s jobs data beat economists’ estimates. The kiwi was also bolstered by fund-related purchases against the Australian dollar, traders said. The Australian dollar bounced off a session low after a gauge of China’s services activity topped analysts’ estimates. The safe haven Swiss franc and Japanese yen led losses on concern the spread of the delta variant could derail global growth.</p><p><blockquote>外汇方面,在欧洲央行一位政策制定者表示央行不会仓促就刺激政策做出决定后,欧元下跌。彭博美元指数几乎没有变化,大多数10种货币都在窄幅波动。英镑连续第二天上涨,一些投资者预计英国央行周四将转向鹰派;欧元跌至盘中低点1.1842,随后缩减跌幅。新西兰的就业数据超出了经济学家的预期,交易员加大了对新西兰加息的押注,导致新西兰的美元兑所有十国集团货币均上涨。交易员表示,新西兰元兑澳元的基金相关购买也支撑了新西兰元。在衡量中国服务业活动的指标超过分析师预期后,澳元从盘中低点反弹。由于担心德尔塔变异毒株的蔓延可能会破坏全球经济增长,避险货币瑞士法郎和日元领跌。</blockquote></p><p> In rates, treasury yields suddenly slumped to session lows of 1.1555% after trading steady for much of the overnight session as market awaits latest quarterly refunding announcement at 8:30am ET. Price action calm over Asia, early European session has seen yields trade in a narrow range. ISM services and ADP employment data also due Wednesday, which may provide some insight ahead of Friday payrolls. No Treasury supply this week, although quarterly refunding announcement at 8:30am ET will draw focus as officials may provide details about the timing of reducing auction sizes. Euro zone government bond yields hovered near recent lows, with the German 10-year yield at -0.489%, little moved by July euro zone purchasing managers index survey data that came in slightly worse than expected.</p><p><blockquote>在利率方面,由于市场等待美国东部时间上午 8:30 发布最新的季度退款公告,隔夜大部分时间交易稳定后,国债收益率突然跌至 1.1555% 的盘中低点。亚洲价格走势平静,欧洲早盘收益率交易窄幅波动。ISM 服务和 ADP 就业数据也将于周三公布,这可能会在周五公布就业数据之前提供一些见解。本周没有国债供应,尽管美国东部时间上午8:30公布的季度退款公告将吸引人们的关注,因为官员们可能会提供有关减少拍卖规模时机的细节。欧元区政府债券收益率徘徊在近期低点附近,德国10年期国债收益率为-0.489%,受7月份欧元区采购经理人指数调查数据略差于预期的影响不大。</blockquote></p><p> In commodities, Brent futures gave up early gains to last trade 0.2% lower at $72.30 a barrel, while U.S. crude was down 0.4% at $70.26 a barrel. Spot gold was up 0.2% at $1,812.9 an ounce.</p><p><blockquote>大宗商品方面,布伦特原油期货回吐早盘涨幅,最后交易下跌 0.2%,至每桶 72.30 美元,而美国原油期货下跌 0.4%,至每桶 70.26 美元。现货黄金上涨 0.2%,至每盎司 1,812.9 美元。</blockquote></p><p> Looking at the day ahead, expected data include ADP employment change for July as well as the ISM services index. Key U.S. jobs data this week could stoke market swings if they lead investors to adjust expectations over the Federal Reserve’s likely timeline for eventually tapering stimulus. Fed Vice Chair Richard Clarida is due to speak about monetary policy Wednesday. “Today’s employment figures could rapidly change the market mood,” said Swissquote analyst Ipek Ozkardeskaya. “A strong read should accelerate the thinking that the Fed will get to the tapering stage quicker than otherwise. That could apply a certain pressure on the U.S. stocks.” Separately the Central Bank of Brazil will release its latest monetary policy decision and then Federal Reserve Vice Chair Clarida speaks. Finally, earnings releases today include CVS Health, Booking Holdings, General Motors, Uber, and Toyota.</p><p><blockquote>展望未来,预期数据包括 7 月份 ADP 就业变化以及 ISM 服务业指数。如果本周的关键美国就业数据能导致投资者调整对美联储最终缩减刺激计划的可能时间表的预期,那么这些数据可能会引发市场波动。美联储副主席理查德·克拉里达将于周三就货币政策发表讲话。“Swissquote 分析师 Ipek Ozkardeskaya 说:”今天的就业数据可能会迅速改变市场情绪。“强劲的数据应该会加速人们认为美联储将比其他时候更快地进入缩减规模阶段。这可能会给美国股市带来一定压力。另外,巴西央行将发布最新的货币政策决定,随后美联储副主席克拉里达将发表讲话。最后,今天发布的财报包括 CVS Health、Booking Holdings、通用汽车、优步和丰田。</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>Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</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\">\nToplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</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\">2021-08-04 19:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><i>(Update: August 4, 2021 at 8:28 a.m. ET)</i></p><p><blockquote><i>(更新:美国东部时间 2021 年 8 月 4 日上午 8:28)</i></blockquote></p><p> (Aug 4) Stock futures arewobblingafter the S&P 500 hit its 42nd record close of the year, as investors weighstrong corporate earningsagainst the potentialthreat of the Delta variantof Covid-19.</p><p><blockquote>(8 月 4 日)标普500创下今年第 42 次创纪录收盘后,股指期货波动,投资者权衡强劲的企业盈利与 Covid-19 Delta 变种的潜在威胁。</blockquote></p><p> At 08:28 a.m. ET, Dow E-minis were down 76 points, or 0.22%, S&P 500 E-minis fell 7 points, or 0.16% and Nasdaq 100 E-minis slid 9 points, or 0.06% .</p><p><blockquote>美国东部时间上午 08:28,道琼斯电子迷你指数下跌 76 点,跌幅 0.22%,标普500电子迷你指数下跌 7 点,跌幅 0.16%,纳斯达克 100 电子迷你指数下跌 9 点,跌幅 0.06%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/11f1103ecd5b5a67bec56afafdc8276f\" tg-width=\"1242\" tg-height=\"500\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票:</b></blockquote></p><p> <b>1) General Motors(GM)</b> – General Motors missed the consensus estimate of $2.23 per share with an adjusted second-quarter profit of $1.97 per share, though revenue did top Wall Street forecasts. GM did raise its forecast for the remainder of the year, based on strong demand and pricing. GM initially fell 3% in the premarket but then bounced back to recover most of that loss.</p><p><blockquote><b>1) 通用汽车 (GM)</b>– 通用汽车未达到每股 2.23 美元的市场普遍预期,调整后第二季度利润为每股 1.97 美元,但营收确实超出了华尔街的预期。基于强劲的需求和定价,通用汽车确实提高了今年剩余时间的预测。通用汽车最初在盘前下跌 3%,但随后反弹,收复了大部分损失。</blockquote></p><p> <b>2) CVS Health(CVS)</b> – CVS earned an adjusted $2.42 per share for the second quarter, beating the $2.06 consensus estimate, with revenue beating forecasts as well. The drug store and pharmacy benefits company also saw same-store sales rise a better than expected 12.3%. Separately, CVS also announced it was raising its minimum wage for employees to $15 per hour.</p><p><blockquote><b>2)CVS健康(CVS)</b>– CVS 第二季度调整后每股收益为 2.42 美元,超出市场普遍预期的 2.06 美元,收入也超出预期。这家药店和药房福利公司的同店销售额也增长了 12.3%,好于预期。另外,CVS 还宣布将员工最低工资提高到每小时 15 美元。</blockquote></p><p> <b>3) Kraft Heinz(KHC) </b>– Kraft Heinz beat estimates by 6 cents with adjusted quarterly earnings of 78 cents per share, while the food producer’s revenue also exceeded estimates. Demand continued to be strong during the quarter for the company’s snacks and packaged meals.</p><p><blockquote><b>3)卡夫亨氏(KHC)</b>- 卡夫亨氏的调整后季度收益为每股 78 美分,超出预期 6 美分,而这家食品生产商的收入也超出了预期。本季度,公司零食和包装餐的需求依然强劲。</blockquote></p><p> <b>4) Tupperware(TUP) </b>– Tupperware shares jumped 2.5% in the premarket, after beating on the top and bottom lines for the second quarter. The maker of household storage products earned an adjusted 95 cents per share, well above the 57 cent consensus estimate.</p><p><blockquote><b>4) 特百惠(TUP)</b>– 特百惠股价在第二季度的营收和利润上涨后,盘前上涨 2.5%。这家家庭存储产品制造商调整后每股收益为 95 美分,远高于 57 美分的普遍预期。</blockquote></p><p> <b>5) Robinhood(HOOD)</b> – The trading platform’s stock soared 13.1% in premarket trading, on top of a 24.2% gain in Tuesday trading, when it rose above its $38 per share IPO price for the first time since going public last Thursday. It was also among yesterday’s most heavily traded stocks.</p><p><blockquote><b>5) 罗宾汉</b>- 该交易平台的股价在盘前交易中飙升 13.1%,周二交易中上涨了 24.2%,自上周四上市以来首次突破每股 38 美元的 IPO 价格。它也是昨天交易量最大的股票之一。</blockquote></p><p> <b>6) Activision Blizzard(ATVI)</b> – Activision Blizzard beat estimates by 15 cents with adjusted quarterly earnings of 91 cents per share and the videogame producer’s revenue was slightly above Wall Street forecasts. It also gave an upbeat forecast, anticipating continued strong demand for popular franchises like “Candy Crush” and “Call of Duty”. Shares rallied 5.6% in premarket trading.</p><p><blockquote><b>6) 动视暴雪 (ATVI)</b>- 动视暴雪的调整后季度收益为每股 91 美分,超出预期 15 美分,这家视频游戏制作商的收入略高于华尔街的预测。它还给出了乐观的预测,预计《糖果粉碎》和《使命召唤看涨期权》等热门系列电影的需求将持续强劲。股价在盘前交易中上涨 5.6%。</blockquote></p><p> <b>7) Amgen(AMGN) </b>– Amgen earned an adjusted $4.38 per share for its latest quarter, compared with a consensus estimate of $4.09. The biotech giant’s revenue topped analyst estimates as well, although it said visits and procedures remain below pre-pandemic levels. Amgen also said it is in a dispute with the IRS, fighting a claim that it owes $3.6 billion in back taxes.</p><p><blockquote><b>7)安进(AMGN)</b>– 安进最新季度调整后每股收益为 4.38 美元,而市场普遍预期为 4.09 美元。这家生物技术巨头的收入也超过了分析师的预期,不过该公司表示就诊和手术仍低于大流行前的水平。安进还表示,它正与美国国税局发生纠纷,反对其拖欠 36 亿美元补缴税款的说法。</blockquote></p><p> <b>8) Lyft(LYFT) </b>– Lyft reported an adjusted quarterly loss of 5 cents per share, smaller than the 24 cent loss predicted by analysts, with the ride-hailing service coming in with better-than-expected revenue. Lyft saw strong ride-hailing demand and did reach profitability as measured by earnings before interest, taxes, depreciation and amortization (EBITDA).</p><p><blockquote><b>8)Lyft(Lyft)</b>– Lyft公布调整后季度亏损为每股 5 美分,低于分析师预测的 24 美分亏损,网约车服务收入好于预期。Lyft的网约车需求强劲,并确实实现了以息税折旧摊销前利润 (EBITDA) 衡量的盈利。</blockquote></p><p> <b>9) Match Group(MTCH)</b> – Match Group fell 6 cents shy of estimates with quarterly earnings of 46 cents per share, although the operator of Tinder and other dating services did see revenue exceed forecasts. Revenue growth for Tinder is accelerating as vaccination rates rise, but Match said recovery is lagging in some important overseas markets. Shares fell 4% in premarket trading.</p><p><blockquote><b>9)匹配组(MTCH)</b>– Match Group 的季度收益为每股 46 美分,低于预期 6 美分,尽管这家 Tinder 和其他约会服务的运营商的收入确实超出了预期。随着疫苗接种率的上升,Tinder 的收入增长正在加速,但 Match 表示,一些重要的海外市场的复苏滞后。股价在盘前交易中下跌 4%。</blockquote></p><p> <b>10) Caesars Entertainment(CZR) </b>– Caesars earned 34 cents per share for its latest quarter, surprising analysts who had expected a loss of 18 cents per share. The casino operator’s revenue exceeded estimates as well, thanks to a strong rebound in the Las Vegas market. Caesars added 2% in premarket action.</p><p><blockquote><b>10) 凯撒娱乐 (CZR)</b>– 凯撒最新季度每股收益为 34 美分,令此前预期每股亏损 18 美分的分析师感到惊讶。由于拉斯维加斯市场的强劲反弹,这家赌场运营商的收入也超出了预期。凯撒在盘前行动中上涨了 2%。</blockquote></p><p> <b>11) Affirm Holdings(AFRM)</b> – Affirm added another 2.4% in the premarket, after jumping 3% yesterday. The payment service’s shares are getting a boost from a Bloomberg report that it will partner withApple(AAPL) to offer “buy now, pay later” services for Canadian purchases of Apple devices.</p><p><blockquote><b>11) Affirm Holdings(AFRM)</b>– 继昨天上涨 3% 后,Affirm 在盘前又上涨 2.4%。彭博社报道称,该支付服务将与苹果公司(AAPL)合作,为加拿大人购买苹果设备提供 “先买后付 ”服务,这提振了该支付服务的股价。</blockquote></p><p> <b>12) Avis Budget(CAR) </b>– Avis Budget rose 1.9% in premarket trading after reporting what it called the best quarter in its history, with surging demand and higher rental prices leading to a tripling in sales. Adjusted earnings per share came to $5.90, compared to a consensus estimate of $1.21.</p><p><blockquote><b>12) Avis Budget(汽车)</b>– Avis Budget 在盘前交易中上涨 1.9%,此前该公司公布了其所谓的历史上最好的季度,需求激增和租金价格上涨导致销售额增长了两倍。调整后每股收益为 5.90 美元,而市场普遍预期为 1.21 美元。</blockquote></p><p></p><p> <b>13) Live Nation(LYV) </b>– Live Nation said sales for its latest quarter surged nearly eight-fold, as live events returned amid an increase in vaccinations. The live event promoter said concerts and other events were selling out quickly, and at ticket prices that were 10% above pre-pandemic levels. Live Nation gained 2.3% in the premarket.</p><p><blockquote><b>13) 生活国家(LYV)</b>– Live Nation 表示,随着疫苗接种量的增加,现场活动的回归,其最新季度的销售额激增了近八倍。现场活动发起人表示,音乐会和其他活动很快就销售一空,票价比大流行前的水平高出10%。Live Nation 盘前上涨 2.3%。</blockquote></p><p> In FX, the euro dipped after a European Central Bank policy maker said the central bank won’t rush a decision on stimulus. The Bloomberg Dollar Index held little changed and most Group- of-10 currencies traded in narrow ranges. The pound rose for a second day, with some investors expecting the Bank of England to take a hawkish turn on Thursday; the euro slipped to a session low of 1.1842 before trimming losses. New Zealand’s dollar rose against all its G-10 peers as traders boosted bets for interest- rate hikes after the nation’s jobs data beat economists’ estimates. The kiwi was also bolstered by fund-related purchases against the Australian dollar, traders said. The Australian dollar bounced off a session low after a gauge of China’s services activity topped analysts’ estimates. The safe haven Swiss franc and Japanese yen led losses on concern the spread of the delta variant could derail global growth.</p><p><blockquote>外汇方面,在欧洲央行一位政策制定者表示央行不会仓促就刺激政策做出决定后,欧元下跌。彭博美元指数几乎没有变化,大多数10种货币都在窄幅波动。英镑连续第二天上涨,一些投资者预计英国央行周四将转向鹰派;欧元跌至盘中低点1.1842,随后缩减跌幅。新西兰的就业数据超出了经济学家的预期,交易员加大了对新西兰加息的押注,导致新西兰的美元兑所有十国集团货币均上涨。交易员表示,新西兰元兑澳元的基金相关购买也支撑了新西兰元。在衡量中国服务业活动的指标超过分析师预期后,澳元从盘中低点反弹。由于担心德尔塔变异毒株的蔓延可能会破坏全球经济增长,避险货币瑞士法郎和日元领跌。</blockquote></p><p> In rates, treasury yields suddenly slumped to session lows of 1.1555% after trading steady for much of the overnight session as market awaits latest quarterly refunding announcement at 8:30am ET. Price action calm over Asia, early European session has seen yields trade in a narrow range. ISM services and ADP employment data also due Wednesday, which may provide some insight ahead of Friday payrolls. No Treasury supply this week, although quarterly refunding announcement at 8:30am ET will draw focus as officials may provide details about the timing of reducing auction sizes. Euro zone government bond yields hovered near recent lows, with the German 10-year yield at -0.489%, little moved by July euro zone purchasing managers index survey data that came in slightly worse than expected.</p><p><blockquote>在利率方面,由于市场等待美国东部时间上午 8:30 发布最新的季度退款公告,隔夜大部分时间交易稳定后,国债收益率突然跌至 1.1555% 的盘中低点。亚洲价格走势平静,欧洲早盘收益率交易窄幅波动。ISM 服务和 ADP 就业数据也将于周三公布,这可能会在周五公布就业数据之前提供一些见解。本周没有国债供应,尽管美国东部时间上午8:30公布的季度退款公告将吸引人们的关注,因为官员们可能会提供有关减少拍卖规模时机的细节。欧元区政府债券收益率徘徊在近期低点附近,德国10年期国债收益率为-0.489%,受7月份欧元区采购经理人指数调查数据略差于预期的影响不大。</blockquote></p><p> In commodities, Brent futures gave up early gains to last trade 0.2% lower at $72.30 a barrel, while U.S. crude was down 0.4% at $70.26 a barrel. Spot gold was up 0.2% at $1,812.9 an ounce.</p><p><blockquote>大宗商品方面,布伦特原油期货回吐早盘涨幅,最后交易下跌 0.2%,至每桶 72.30 美元,而美国原油期货下跌 0.4%,至每桶 70.26 美元。现货黄金上涨 0.2%,至每盎司 1,812.9 美元。</blockquote></p><p> Looking at the day ahead, expected data include ADP employment change for July as well as the ISM services index. Key U.S. jobs data this week could stoke market swings if they lead investors to adjust expectations over the Federal Reserve’s likely timeline for eventually tapering stimulus. Fed Vice Chair Richard Clarida is due to speak about monetary policy Wednesday. “Today’s employment figures could rapidly change the market mood,” said Swissquote analyst Ipek Ozkardeskaya. “A strong read should accelerate the thinking that the Fed will get to the tapering stage quicker than otherwise. That could apply a certain pressure on the U.S. stocks.” Separately the Central Bank of Brazil will release its latest monetary policy decision and then Federal Reserve Vice Chair Clarida speaks. Finally, earnings releases today include CVS Health, Booking Holdings, General Motors, Uber, and Toyota.</p><p><blockquote>展望未来,预期数据包括 7 月份 ADP 就业变化以及 ISM 服务业指数。如果本周的关键美国就业数据能导致投资者调整对美联储最终缩减刺激计划的可能时间表的预期,那么这些数据可能会引发市场波动。美联储副主席理查德·克拉里达将于周三就货币政策发表讲话。“Swissquote 分析师 Ipek Ozkardeskaya 说:”今天的就业数据可能会迅速改变市场情绪。“强劲的数据应该会加速人们认为美联储将比其他时候更快地进入缩减规模阶段。这可能会给美国股市带来一定压力。另外,巴西央行将发布最新的货币政策决定,随后美联储副主席克拉里达将发表讲话。最后,今天发布的财报包括 CVS Health、Booking Holdings、通用汽车、优步和丰田。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163400390","content_text":"(Update: August 4, 2021 at 8:28 a.m. ET)\n(Aug 4) Stock futures arewobblingafter the S&P 500 hit its 42nd record close of the year, as investors weighstrong corporate earningsagainst the potentialthreat of the Delta variantof Covid-19.\nAt 08:28 a.m. ET, Dow E-minis were down 76 points, or 0.22%, S&P 500 E-minis fell 7 points, or 0.16% and Nasdaq 100 E-minis slid 9 points, or 0.06% .\n\nStocks making the biggest moves premarket:\n1) General Motors(GM) – General Motors missed the consensus estimate of $2.23 per share with an adjusted second-quarter profit of $1.97 per share, though revenue did top Wall Street forecasts. GM did raise its forecast for the remainder of the year, based on strong demand and pricing. GM initially fell 3% in the premarket but then bounced back to recover most of that loss.\n2) CVS Health(CVS) – CVS earned an adjusted $2.42 per share for the second quarter, beating the $2.06 consensus estimate, with revenue beating forecasts as well. The drug store and pharmacy benefits company also saw same-store sales rise a better than expected 12.3%. Separately, CVS also announced it was raising its minimum wage for employees to $15 per hour.\n3) Kraft Heinz(KHC) – Kraft Heinz beat estimates by 6 cents with adjusted quarterly earnings of 78 cents per share, while the food producer’s revenue also exceeded estimates. Demand continued to be strong during the quarter for the company’s snacks and packaged meals.\n4) Tupperware(TUP) – Tupperware shares jumped 2.5% in the premarket, after beating on the top and bottom lines for the second quarter. The maker of household storage products earned an adjusted 95 cents per share, well above the 57 cent consensus estimate.\n5) Robinhood(HOOD) – The trading platform’s stock soared 13.1% in premarket trading, on top of a 24.2% gain in Tuesday trading, when it rose above its $38 per share IPO price for the first time since going public last Thursday. It was also among yesterday’s most heavily traded stocks.\n6) Activision Blizzard(ATVI) – Activision Blizzard beat estimates by 15 cents with adjusted quarterly earnings of 91 cents per share and the videogame producer’s revenue was slightly above Wall Street forecasts. It also gave an upbeat forecast, anticipating continued strong demand for popular franchises like “Candy Crush” and “Call of Duty”. Shares rallied 5.6% in premarket trading.\n7) Amgen(AMGN) – Amgen earned an adjusted $4.38 per share for its latest quarter, compared with a consensus estimate of $4.09. The biotech giant’s revenue topped analyst estimates as well, although it said visits and procedures remain below pre-pandemic levels. Amgen also said it is in a dispute with the IRS, fighting a claim that it owes $3.6 billion in back taxes.\n8) Lyft(LYFT) – Lyft reported an adjusted quarterly loss of 5 cents per share, smaller than the 24 cent loss predicted by analysts, with the ride-hailing service coming in with better-than-expected revenue. Lyft saw strong ride-hailing demand and did reach profitability as measured by earnings before interest, taxes, depreciation and amortization (EBITDA).\n9) Match Group(MTCH) – Match Group fell 6 cents shy of estimates with quarterly earnings of 46 cents per share, although the operator of Tinder and other dating services did see revenue exceed forecasts. Revenue growth for Tinder is accelerating as vaccination rates rise, but Match said recovery is lagging in some important overseas markets. Shares fell 4% in premarket trading.\n10) Caesars Entertainment(CZR) – Caesars earned 34 cents per share for its latest quarter, surprising analysts who had expected a loss of 18 cents per share. The casino operator’s revenue exceeded estimates as well, thanks to a strong rebound in the Las Vegas market. Caesars added 2% in premarket action.\n11) Affirm Holdings(AFRM) – Affirm added another 2.4% in the premarket, after jumping 3% yesterday. The payment service’s shares are getting a boost from a Bloomberg report that it will partner withApple(AAPL) to offer “buy now, pay later” services for Canadian purchases of Apple devices.\n12) Avis Budget(CAR) – Avis Budget rose 1.9% in premarket trading after reporting what it called the best quarter in its history, with surging demand and higher rental prices leading to a tripling in sales. Adjusted earnings per share came to $5.90, compared to a consensus estimate of $1.21.\n13) Live Nation(LYV) – Live Nation said sales for its latest quarter surged nearly eight-fold, as live events returned amid an increase in vaccinations. The live event promoter said concerts and other events were selling out quickly, and at ticket prices that were 10% above pre-pandemic levels. Live Nation gained 2.3% in the premarket.\nIn FX, the euro dipped after a European Central Bank policy maker said the central bank won’t rush a decision on stimulus. The Bloomberg Dollar Index held little changed and most Group- of-10 currencies traded in narrow ranges. The pound rose for a second day, with some investors expecting the Bank of England to take a hawkish turn on Thursday; the euro slipped to a session low of 1.1842 before trimming losses. New Zealand’s dollar rose against all its G-10 peers as traders boosted bets for interest- rate hikes after the nation’s jobs data beat economists’ estimates. The kiwi was also bolstered by fund-related purchases against the Australian dollar, traders said. The Australian dollar bounced off a session low after a gauge of China’s services activity topped analysts’ estimates. The safe haven Swiss franc and Japanese yen led losses on concern the spread of the delta variant could derail global growth.\nIn rates, treasury yields suddenly slumped to session lows of 1.1555% after trading steady for much of the overnight session as market awaits latest quarterly refunding announcement at 8:30am ET. Price action calm over Asia, early European session has seen yields trade in a narrow range. ISM services and ADP employment data also due Wednesday, which may provide some insight ahead of Friday payrolls. No Treasury supply this week, although quarterly refunding announcement at 8:30am ET will draw focus as officials may provide details about the timing of reducing auction sizes. Euro zone government bond yields hovered near recent lows, with the German 10-year yield at -0.489%, little moved by July euro zone purchasing managers index survey data that came in slightly worse than expected.\nIn commodities, Brent futures gave up early gains to last trade 0.2% lower at $72.30 a barrel, while U.S. crude was down 0.4% at $70.26 a barrel. Spot gold was up 0.2% at $1,812.9 an ounce.\nLooking at the day ahead, expected data include ADP employment change for July as well as the ISM services index. Key U.S. jobs data this week could stoke market swings if they lead investors to adjust expectations over the Federal Reserve’s likely timeline for eventually tapering stimulus. Fed Vice Chair Richard Clarida is due to speak about monetary policy Wednesday. “Today’s employment figures could rapidly change the market mood,” said Swissquote analyst Ipek Ozkardeskaya. “A strong read should accelerate the thinking that the Fed will get to the tapering stage quicker than otherwise. That could apply a certain pressure on the U.S. stocks.” Separately the Central Bank of Brazil will release its latest monetary policy decision and then Federal Reserve Vice Chair Clarida speaks. Finally, earnings releases today include CVS Health, Booking Holdings, General Motors, Uber, and Toyota.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802123208,"gmtCreate":1627736789904,"gmtModify":1631889406028,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802123208","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":2478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806838604,"gmtCreate":1627647460508,"gmtModify":1631889406045,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/806838604","repostId":"1109167679","repostType":4,"isVote":1,"tweetType":1,"viewCount":2536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808032707,"gmtCreate":1627542300209,"gmtModify":1631889406053,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/808032707","repostId":"1113118733","repostType":4,"isVote":1,"tweetType":1,"viewCount":4030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}