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Xuehao
Xuehao
·
2021-07-26
Helos la..
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Xuehao
Xuehao
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2021-07-15
Ups
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Xuehao
Xuehao
·
2021-07-15
Ups
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Xuehao
Xuehao
·
2021-07-06
Too the moonn, like n share tq
5 Ultra-Popular Stocks to Avoid Like the Plague in July<blockquote>7月份要像瘟疫一样避开的5只超热门股票</blockquote>
For the past 15 months, Wall Street and investors have enjoyed a historic bounce-back rally. The ben
5 Ultra-Popular Stocks to Avoid Like the Plague in July<blockquote>7月份要像瘟疫一样避开的5只超热门股票</blockquote>
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Xuehao
Xuehao
·
2021-07-01
Gooo like n comment
fuboTV: Very Attractive Investment, Here's Why<blockquote>fuboTV：非常有吸引力的投资，原因如下</blockquote>
Summary fuboTV is better than it appears on the surface. All the good and bad points addressed. Why
fuboTV: Very Attractive Investment, Here's Why<blockquote>fuboTV：非常有吸引力的投资，原因如下</blockquote>
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Xuehao
Xuehao
·
2021-06-28
Yoooo
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Xuehao
Xuehao
·
2021-06-26
Up up & away
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Xuehao
Xuehao
·
2021-06-25
Whoohoo
Most of Chinese stocks rose in premarket trading<blockquote>大多数中国股市在盘前交易中上涨</blockquote>
(June 25) Most of Chinese stocks rose in premarket trading. Chinese education stocks rose again in
Most of Chinese stocks rose in premarket trading<blockquote>大多数中国股市在盘前交易中上涨</blockquote>
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Xuehao
Xuehao
·
2021-06-22
Whoohoo roasted?
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Xuehao
Xuehao
·
2021-06-15
Up up up
Tesla Bull Cuts Price Target Because of Batteries. Shares Rise Anyway.<blockquote>特斯拉牛市因电池而下调目标价。无论如何，股价都会上涨。</blockquote>
A Tesla bull is a little less bullish Monday. Battery technology is the main reason. Canaccord analy
Tesla Bull Cuts Price Target Because of Batteries. Shares Rise Anyway.<blockquote>特斯拉牛市因电池而下调目标价。无论如何，股价都会上涨。</blockquote>
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","text":"Helos la..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800169419","repostId":"1176724863","repostType":4,"isVote":1,"tweetType":1,"viewCount":1874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147254977,"gmtCreate":1626360845899,"gmtModify":1633927485957,"author":{"id":"3583491361400942","authorId":"3583491361400942","name":"Xuehao","avatar":"https://static.tigerbbs.com/68f8f0968bdff0787e4a34cf6caf8f84","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583491361400942","authorIdStr":"3583491361400942"},"themes":[],"htmlText":"Ups","listText":"Ups","text":"Ups","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147254977","repostId":"1155093230","repostType":4,"isVote":1,"tweetType":1,"viewCount":3318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147255761,"gmtCreate":1626360823853,"gmtModify":1633927486202,"author":{"id":"3583491361400942","authorId":"3583491361400942","name":"Xuehao","avatar":"https://static.tigerbbs.com/68f8f0968bdff0787e4a34cf6caf8f84","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583491361400942","authorIdStr":"3583491361400942"},"themes":[],"htmlText":"Ups","listText":"Ups","text":"Ups","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147255761","repostId":"1105855063","repostType":4,"isVote":1,"tweetType":1,"viewCount":1784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154754276,"gmtCreate":1625548066895,"gmtModify":1633939746786,"author":{"id":"3583491361400942","authorId":"3583491361400942","name":"Xuehao","avatar":"https://static.tigerbbs.com/68f8f0968bdff0787e4a34cf6caf8f84","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583491361400942","authorIdStr":"3583491361400942"},"themes":[],"htmlText":"Too the moonn, like n share tq","listText":"Too the moonn, like n share tq","text":"Too the moonn, like n share tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154754276","repostId":"1164348327","repostType":4,"repost":{"id":"1164348327","kind":"news","pubTimestamp":1625535165,"share":"https://www.laohu8.com/m/news/1164348327?lang=zh_CN&edition=full","pubTime":"2021-07-06 09:32","market":"us","language":"en","title":"5 Ultra-Popular Stocks to Avoid Like the Plague in July<blockquote>7月份要像瘟疫一样避开的5只超热门股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164348327","media":"The motley fool","summary":"For the past 15 months, Wall Street and investors have enjoyed a historic bounce-back rally. The ben","content":"<p>For the past 15 months, Wall Street and investors have enjoyed a historic bounce-back rally. The benchmark<b>S&P 500</b>has gained more than 90% since hitting its bear-market bottom on March 23, 2020.</p><p><blockquote>在过去的15个月里，华尔街和投资者享受了历史性的反弹。基准<b>标普500</b>自2020年3月23日触及熊市底部以来，已上涨超过90%。</blockquote></p><p> While a number of high-quality and innovative businesses have led this rally, it's also allowed quite a few terrible companies to thrive. It's my suggestion that the following five ultra-popular stocks be avoided like the plague in July.</p><p><blockquote>虽然许多高质量和创新型企业引领了这场反弹，但它也让相当多糟糕的公司蓬勃发展。我建议像七月瘟疫一样避开以下五只超受欢迎的股票。</blockquote></p><p> Coinbase Global</p><p><blockquote>比特币基地全球</blockquote></p><p> First up is cryptocurrency exchange and ecosystem<b>Coinbase Global</b>(NASDAQ:COIN). Coinbase is popular given how quickly its revenue and profits surged in the first quarter as investors piled into the likes of<b>Bitcoin</b> and<b>Ethereum</b>. The problem is there are a trio of catalysts working against the Coinbase brokerage model.</p><p><blockquote>首先是加密货币交易所和生态系统<b>比特币基地全球</b>（纳斯达克：硬币）。Coinbase很受欢迎，因为投资者纷纷涌入Coinbase等公司，其第一季度收入和利润飙升得如此之快<b>比特币</b>和<b>以太币</b>.问题是有三种催化剂对Coinbase经纪模式不利。</blockquote></p><p> To start with, there's nothing that prevents competing exchanges from undercutting Coinbase Global's fees. It might have the verified user advantage at the moment, but don't underestimate the willingness of crypto investors to jump ship to save on transaction fees. We witnessed it among traditional brokerages, and the industry eventually wound up going commission-free.</p><p><blockquote>首先，没有什么可以阻止竞争交易所降低Coinbase Global的费用。目前它可能具有经过验证的用户优势，但不要低估加密货币投资者为节省交易费用而跳槽的意愿。我们在传统券商中目睹了这一点，该行业最终实现了免佣金。</blockquote></p><p> Second,crypto has a history of boom-and-bust cycles. Bitcoin has had three separate instances over the last decade where it's shed at least 80% of its value. This is an entirely momentum-based investment, and when upside momentum dries up, so does Coinbase's trading revenue. Following a 2017 peak, Coinbase saw its revenue nearly halve in subsequent years.</p><p><blockquote>其次，加密货币有繁荣和萧条周期的历史。在过去十年中，比特币曾发生过三起独立的事件，其价值至少缩水80%。这是一项完全基于动量的投资，当上行动力枯竭时，Coinbase的交易收入也会枯竭。继2017年达到峰值后，Coinbase的收入在随后几年几乎减半。</blockquote></p><p> And third, the past four weeks, through June 28, saw outflows from crypto of $257.3 million, according to CoinShares Digital Asset Fund Flows Weekly. This is more evidence that interest in crypto is already dwindling with these assets well off their highs. Suffice it to say, Coinbase isnot a stock you're going to want to ownmoving forward.</p><p><blockquote>第三，根据CoinShares数字资产基金流量周刊的数据，截至6月28日的过去四周内，加密货币资金流出量为2.573亿美元。这进一步证明，随着这些资产远低于高点，人们对加密货币的兴趣已经在下降。可以说，Coinbase并不是一只您未来想要拥有的股票。</blockquote></p><p> Cassava Sciences</p><p><blockquote>木薯科学</blockquote></p><p> Another ultra-popular company with a terrible risk-versus-reward ratio is clinical-stagebiotech stock<b>Cassava Sciences</b>(NASDAQ:SAVA).</p><p><blockquote>另一家风险回报比糟糕的超受欢迎公司是临床阶段的生物技术股票<b>木薯科学</b>（纳斯达克：萨瓦）。</blockquote></p><p> Cassava rightly made waves in February when it announced positive clinical data from an interim analysis of simufilam as a treatment for Alzheimer's disease. The open-label trial showed improvement in cognition and behavior at the six-month mark, and more recently allowed Cassava to outline its plans for a phase 3 trial involving its lead drug candidate.</p><p><blockquote>Cassava在2月份宣布了simufilam治疗阿尔茨海默病的中期分析的积极临床数据，这理所当然地引起了轰动。这项开放标签试验显示，在六个月时认知和行为有所改善，最近允许Cassava概述其涉及其主要候选药物的3期试验计划。</blockquote></p><p> I'd love for simufilam to be successful, but history has shown that Alzheimer's is <a href=\"https://laohu8.com/S/AONE\">one</a> of the toughest-to-treat diseases. With the exception of<b>Biogen</b>'s Aduhelm, which was approved by the Food and Drug Administration (FDA) but has been criticized heavily for its lack of clear benefit, every Alzheimer's drughas failed in late-stage studies for more than a decade. All investors have to go on is early stage, open-label data from a trial that aimed to enroll 100 patients. It's not been uncommon to see positive early or-mid-stage results get pulverized come a large phase 3 Alzheimer's trial.</p><p><blockquote>我希望simufilam能够成功，但历史表明阿尔茨海默氏症是<a href=\"https://laohu8.com/S/AONE\">一</a>最难治疗的疾病。除了<b>Biogen</b>Aduhelm获得了美国食品和药物管理局(FDA)的批准，但因缺乏明确的益处而受到严厉批评，十多年来，每种阿尔茨海默病药物都在后期研究中失败。投资者所要做的就是一项旨在招募100名患者的试验的早期开放标签数据。在大型3期阿尔茨海默病试验中，早期或中期的积极结果被粉碎的情况并不罕见。</blockquote></p><p> Although Cassava raised a good amount of cash to continue its research, history suggests that simufilam's chance of success is very slim. That makes Cassava Sciences easily avoidable.</p><p><blockquote>尽管Cassava筹集了大量现金来继续其研究，但历史表明simufilam成功的机会非常渺茫。这使得木薯科学很容易避免。</blockquote></p><p> GameStop</p><p><blockquote>游戏驿站</blockquote></p><p> If you've been following the retail trade movement (i.e. Reddit stocks), whereby retail investors are seeking out heavily short-sold companies and attempting to effect a short squeeze, you probably know video game and accessories retailer<b>GameStop</b>(NYSE:GME).</p><p><blockquote>如果您一直在关注零售贸易运动（即Reddit股票），散户投资者正在寻找大量卖空的公司并试图进行轧空，您可能知道视频游戏和配件零售商<b>游戏驿站</b>（纽约证券交易所代码：GME）。</blockquote></p><p> On <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, GameStop has been able to capitalize on its recent fame byselling stock to raise capitalfor its ongoing transformation to a digital gaming company. It's a much-needed move after e-commerce sales jumped 191% in fiscal 2020 and more than quadrupled during the holiday season, from the prior-year period.</p><p><blockquote>在<a href=\"https://laohu8.com/S/AONE.U\">一</a>另一方面，游戏驿站能够利用其最近的名气，通过出售股票为其正在进行的向数字游戏公司的转型筹集资金。这是一项急需的举措，此前电子商务销售额在2020财年增长了191%，在假期期间比去年同期增长了四倍多。</blockquote></p><p> However, these capital raises don't overlook the fact that theprevious management team failed the company. For two decades, a brick-and-mortar gaming model worked well. However, sticking to this brick-and-mortar model when gaming was going digital left the company in a precarious position. Today, GameStop continues to lose money, even with rapid e-commerce growth, and saw its same-store sales decline by almost 10% last year. Digital sales may be growing, but total revenue is going nowhere as GameStop shutters its physical locations to lower costs.</p><p><blockquote>然而，这些融资并没有忽视前任管理团队让公司失望的事实。二十年来，实体游戏模式运行良好。然而，当游戏走向数字化时，坚持这种实体模式会让公司陷入不稳定的境地。如今，即使电子商务快速增长，游戏驿站仍在继续亏损，去年同店销售额下降了近10%。数字销售可能在增长，但随着游戏驿站关闭其实体店以降低成本，总收入将无处可去。</blockquote></p><p> GameStop is in no way a bankruptcy candidate, and I can actually see a path to profitability years down the road. But with that being said, the gains it's seen make no sense given the long transformation and operating losses that lie ahead.</p><p><blockquote>游戏驿站绝不是破产的候选者，我实际上可以看到几年后实现盈利的道路。但话虽如此，考虑到未来漫长的转型和运营亏损，所看到的收益毫无意义。</blockquote></p><p> Inovio Pharmaceuticals</p><p><blockquote>Inovio制药公司</blockquote></p><p> Biotech stocks can offer ample opportunity, or in<b>Inovio Pharmaceuticals</b>'(NASDAQ:INO)case, suck the lifeblood out of long-term investors.</p><p><blockquote>生物科技股可以提供充足的机会，或者<b>Inovio制药公司</b>（纳斯达克：INO）案例，吸走长期投资者的命脉。</blockquote></p><p></p><p> Inovio would appear to be an intriguing company based solely on paper. It has a pipeline that currently includes over a dozen clinical candidates to treat cancer, infectious diseases, and human papilloma virus. The most-promising looks to be INO-4800, the company's coronavirus disease 2019 (COVID-19) vaccine candidate that's readying for phase 3 studies. But if you do any digging into Inovio's clinical performance, you'll be sorely disappointed.</p><p><blockquote>Inovio似乎是一家仅基于纸张的有趣公司。它的产品线目前包括十几种治疗癌症、传染病和人乳头瘤病毒的临床候选药物。最有前途的看起来是INO-4800，这是该公司的冠状病毒病2019（COVID-19）候选疫苗，已准备好进行3期研究。但如果你深入研究Inovio的临床表现，你会非常失望。</blockquote></p><p> For example, INO-4800had been placed on partial clinical holdin the U.S. while regulators requested additional data on Inovio's vaccine and its delivery system, Cellectra. More recently, INO-4800 had its late-stage funding pulled by the U.S. government, which is why it's now seeking an international study for its COVID-19 candidate.</p><p><blockquote>例如，INO-4800在美国已被部分临床搁置，而监管机构要求提供有关Inovio疫苗及其输送系统Cellectra的更多数据。最近，INO-4800的后期资金被美国政府取消，这就是为什么它现在正在为其COVID-19候选药物寻求国际研究。</blockquote></p><p> If you think I'm unfairly picking on Inovio for its COVID-19 struggles, pan out even further. In four decades, Inoviohasn't managed to get a drug approved by the FDA. This isn't me wishing bad things on Inovio -- this is the reality that hope and results haven't aligned with this company for a long time. Until Inovio proves itself in a late-stage clinical trial, it's worth avoiding.</p><p><blockquote>如果你认为我不公平地指责Inovio在新冠肺炎的挣扎，那就更进一步吧。四十年来，Inovio一直未能获得FDA批准的药物。这并不是我希望Inovio发生不好的事情——这是现实，希望和结果很长一段时间都没有与这家公司保持一致。在Inovio在后期临床试验中证明自己之前，值得避免使用。</blockquote></p><p> AMC Entertainment</p><p><blockquote>AMC院线</blockquote></p><p> Finally, I can't forgetongoing pump-and-dump scheme<b>AMC Entertainment</b>(NYSE:AMC). While retail investors were able to claim victory by effecting a short squeeze in January after AMC saved itself by issuing a bunch of shares and high-interest debt, the most recent run-up has nothing to do with a short squeeze. Rather, it's based predominantly on hype, the purposeful obfuscation of concrete fundamental data on message boards, and broad-based, blatant misinformation.</p><p><blockquote>最后，我不能忘记正在进行的抽水和转储计划<b>AMC院线</b>（纽约证券交易所代码：AMC）。尽管在AMC通过发行大量股票和高息债务自救后，散户投资者能够通过1月份的轧空来宣称胜利，但最近的上涨与轧空无关。相反，它主要基于炒作，在留言板上故意混淆具体的基本数据，以及广泛的，公然的错误信息。</blockquote></p><p> AMC's retail investors would like you to believe that fundamentals don't matter -- but try driving a car without an engine and see how far you get. AMC is dealing with a 19-year decline in industry ticket sales and is seeing some of its film exclusivity evaporate as movie studios lean on streaming. There will be a place for movie theaters, but AMC'saddressable market keeps shrinkingwith each passing year.</p><p><blockquote>AMC的散户投资者希望你相信基本面并不重要，但尝试驾驶一辆没有发动机的汽车，看看你能走多远。AMC正在应对行业票房收入连续19年下降的问题，并且随着电影制片厂依赖流媒体，其部分电影独家经营权正在消失。电影院将会有一席之地，但AMC的潜在市场逐年萎缩。</blockquote></p><p> AMC's retail investors would also have you believe the company is in great shape after raising $2 billion in capital. While it has put bankruptcy rumors in the near-term on the backburner, the 2027 bond price is nowhere near par. Why, you ask? Because bondholders aren't convinced that AMC is going to escape bankruptcy.</p><p><blockquote>AMC的散户投资者还会让您相信该公司在筹集20亿美元资本后状况良好。尽管近期破产传闻已被搁置，但2027年债券价格远未接近面值。你会问，为什么？因为债券持有人不相信AMC会逃脱破产。</blockquote></p><p> I've seen enough pump-and-dump campaigns in my life to recognize them, andAMC checks all the boxes. My suggestion isn't to short AMC. My suggestion is to avoid it completely. All pump-and-dump schemes eventually collapse, and AMC will be no exception.</p><p><blockquote>我一生中见过足够多的泵和转储活动来识别它们，并且AMC检查了所有的框。我的建议是不要做空AMC。我的建议是完全避免。所有的抽水和转储计划最终都会崩溃，AMC也不例外。</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>5 Ultra-Popular Stocks to Avoid Like the Plague in July<blockquote>7月份要像瘟疫一样避开的5只超热门股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Ultra-Popular Stocks to Avoid Like the Plague in July<blockquote>7月份要像瘟疫一样避开的5只超热门股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The motley fool</strong><span class=\"h-time small\">2021-07-06 09:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>For the past 15 months, Wall Street and investors have enjoyed a historic bounce-back rally. The benchmark<b>S&P 500</b>has gained more than 90% since hitting its bear-market bottom on March 23, 2020.</p><p><blockquote>在过去的15个月里，华尔街和投资者享受了历史性的反弹。基准<b>标普500</b>自2020年3月23日触及熊市底部以来，已上涨超过90%。</blockquote></p><p> While a number of high-quality and innovative businesses have led this rally, it's also allowed quite a few terrible companies to thrive. It's my suggestion that the following five ultra-popular stocks be avoided like the plague in July.</p><p><blockquote>虽然许多高质量和创新型企业引领了这场反弹，但它也让相当多糟糕的公司蓬勃发展。我建议像七月瘟疫一样避开以下五只超受欢迎的股票。</blockquote></p><p> Coinbase Global</p><p><blockquote>比特币基地全球</blockquote></p><p> First up is cryptocurrency exchange and ecosystem<b>Coinbase Global</b>(NASDAQ:COIN). Coinbase is popular given how quickly its revenue and profits surged in the first quarter as investors piled into the likes of<b>Bitcoin</b> and<b>Ethereum</b>. The problem is there are a trio of catalysts working against the Coinbase brokerage model.</p><p><blockquote>首先是加密货币交易所和生态系统<b>比特币基地全球</b>（纳斯达克：硬币）。Coinbase很受欢迎，因为投资者纷纷涌入Coinbase等公司，其第一季度收入和利润飙升得如此之快<b>比特币</b>和<b>以太币</b>.问题是有三种催化剂对Coinbase经纪模式不利。</blockquote></p><p> To start with, there's nothing that prevents competing exchanges from undercutting Coinbase Global's fees. It might have the verified user advantage at the moment, but don't underestimate the willingness of crypto investors to jump ship to save on transaction fees. We witnessed it among traditional brokerages, and the industry eventually wound up going commission-free.</p><p><blockquote>首先，没有什么可以阻止竞争交易所降低Coinbase Global的费用。目前它可能具有经过验证的用户优势，但不要低估加密货币投资者为节省交易费用而跳槽的意愿。我们在传统券商中目睹了这一点，该行业最终实现了免佣金。</blockquote></p><p> Second,crypto has a history of boom-and-bust cycles. Bitcoin has had three separate instances over the last decade where it's shed at least 80% of its value. This is an entirely momentum-based investment, and when upside momentum dries up, so does Coinbase's trading revenue. Following a 2017 peak, Coinbase saw its revenue nearly halve in subsequent years.</p><p><blockquote>其次，加密货币有繁荣和萧条周期的历史。在过去十年中，比特币曾发生过三起独立的事件，其价值至少缩水80%。这是一项完全基于动量的投资，当上行动力枯竭时，Coinbase的交易收入也会枯竭。继2017年达到峰值后，Coinbase的收入在随后几年几乎减半。</blockquote></p><p> And third, the past four weeks, through June 28, saw outflows from crypto of $257.3 million, according to CoinShares Digital Asset Fund Flows Weekly. This is more evidence that interest in crypto is already dwindling with these assets well off their highs. Suffice it to say, Coinbase isnot a stock you're going to want to ownmoving forward.</p><p><blockquote>第三，根据CoinShares数字资产基金流量周刊的数据，截至6月28日的过去四周内，加密货币资金流出量为2.573亿美元。这进一步证明，随着这些资产远低于高点，人们对加密货币的兴趣已经在下降。可以说，Coinbase并不是一只您未来想要拥有的股票。</blockquote></p><p> Cassava Sciences</p><p><blockquote>木薯科学</blockquote></p><p> Another ultra-popular company with a terrible risk-versus-reward ratio is clinical-stagebiotech stock<b>Cassava Sciences</b>(NASDAQ:SAVA).</p><p><blockquote>另一家风险回报比糟糕的超受欢迎公司是临床阶段的生物技术股票<b>木薯科学</b>（纳斯达克：萨瓦）。</blockquote></p><p> Cassava rightly made waves in February when it announced positive clinical data from an interim analysis of simufilam as a treatment for Alzheimer's disease. The open-label trial showed improvement in cognition and behavior at the six-month mark, and more recently allowed Cassava to outline its plans for a phase 3 trial involving its lead drug candidate.</p><p><blockquote>Cassava在2月份宣布了simufilam治疗阿尔茨海默病的中期分析的积极临床数据，这理所当然地引起了轰动。这项开放标签试验显示，在六个月时认知和行为有所改善，最近允许Cassava概述其涉及其主要候选药物的3期试验计划。</blockquote></p><p> I'd love for simufilam to be successful, but history has shown that Alzheimer's is <a href=\"https://laohu8.com/S/AONE\">one</a> of the toughest-to-treat diseases. With the exception of<b>Biogen</b>'s Aduhelm, which was approved by the Food and Drug Administration (FDA) but has been criticized heavily for its lack of clear benefit, every Alzheimer's drughas failed in late-stage studies for more than a decade. All investors have to go on is early stage, open-label data from a trial that aimed to enroll 100 patients. It's not been uncommon to see positive early or-mid-stage results get pulverized come a large phase 3 Alzheimer's trial.</p><p><blockquote>我希望simufilam能够成功，但历史表明阿尔茨海默氏症是<a href=\"https://laohu8.com/S/AONE\">一</a>最难治疗的疾病。除了<b>Biogen</b>Aduhelm获得了美国食品和药物管理局(FDA)的批准，但因缺乏明确的益处而受到严厉批评，十多年来，每种阿尔茨海默病药物都在后期研究中失败。投资者所要做的就是一项旨在招募100名患者的试验的早期开放标签数据。在大型3期阿尔茨海默病试验中，早期或中期的积极结果被粉碎的情况并不罕见。</blockquote></p><p> Although Cassava raised a good amount of cash to continue its research, history suggests that simufilam's chance of success is very slim. That makes Cassava Sciences easily avoidable.</p><p><blockquote>尽管Cassava筹集了大量现金来继续其研究，但历史表明simufilam成功的机会非常渺茫。这使得木薯科学很容易避免。</blockquote></p><p> GameStop</p><p><blockquote>游戏驿站</blockquote></p><p> If you've been following the retail trade movement (i.e. Reddit stocks), whereby retail investors are seeking out heavily short-sold companies and attempting to effect a short squeeze, you probably know video game and accessories retailer<b>GameStop</b>(NYSE:GME).</p><p><blockquote>如果您一直在关注零售贸易运动（即Reddit股票），散户投资者正在寻找大量卖空的公司并试图进行轧空，您可能知道视频游戏和配件零售商<b>游戏驿站</b>（纽约证券交易所代码：GME）。</blockquote></p><p> On <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, GameStop has been able to capitalize on its recent fame byselling stock to raise capitalfor its ongoing transformation to a digital gaming company. It's a much-needed move after e-commerce sales jumped 191% in fiscal 2020 and more than quadrupled during the holiday season, from the prior-year period.</p><p><blockquote>在<a href=\"https://laohu8.com/S/AONE.U\">一</a>另一方面，游戏驿站能够利用其最近的名气，通过出售股票为其正在进行的向数字游戏公司的转型筹集资金。这是一项急需的举措，此前电子商务销售额在2020财年增长了191%，在假期期间比去年同期增长了四倍多。</blockquote></p><p> However, these capital raises don't overlook the fact that theprevious management team failed the company. For two decades, a brick-and-mortar gaming model worked well. However, sticking to this brick-and-mortar model when gaming was going digital left the company in a precarious position. Today, GameStop continues to lose money, even with rapid e-commerce growth, and saw its same-store sales decline by almost 10% last year. Digital sales may be growing, but total revenue is going nowhere as GameStop shutters its physical locations to lower costs.</p><p><blockquote>然而，这些融资并没有忽视前任管理团队让公司失望的事实。二十年来，实体游戏模式运行良好。然而，当游戏走向数字化时，坚持这种实体模式会让公司陷入不稳定的境地。如今，即使电子商务快速增长，游戏驿站仍在继续亏损，去年同店销售额下降了近10%。数字销售可能在增长，但随着游戏驿站关闭其实体店以降低成本，总收入将无处可去。</blockquote></p><p> GameStop is in no way a bankruptcy candidate, and I can actually see a path to profitability years down the road. But with that being said, the gains it's seen make no sense given the long transformation and operating losses that lie ahead.</p><p><blockquote>游戏驿站绝不是破产的候选者，我实际上可以看到几年后实现盈利的道路。但话虽如此，考虑到未来漫长的转型和运营亏损，所看到的收益毫无意义。</blockquote></p><p> Inovio Pharmaceuticals</p><p><blockquote>Inovio制药公司</blockquote></p><p> Biotech stocks can offer ample opportunity, or in<b>Inovio Pharmaceuticals</b>'(NASDAQ:INO)case, suck the lifeblood out of long-term investors.</p><p><blockquote>生物科技股可以提供充足的机会，或者<b>Inovio制药公司</b>（纳斯达克：INO）案例，吸走长期投资者的命脉。</blockquote></p><p></p><p> Inovio would appear to be an intriguing company based solely on paper. It has a pipeline that currently includes over a dozen clinical candidates to treat cancer, infectious diseases, and human papilloma virus. The most-promising looks to be INO-4800, the company's coronavirus disease 2019 (COVID-19) vaccine candidate that's readying for phase 3 studies. But if you do any digging into Inovio's clinical performance, you'll be sorely disappointed.</p><p><blockquote>Inovio似乎是一家仅基于纸张的有趣公司。它的产品线目前包括十几种治疗癌症、传染病和人乳头瘤病毒的临床候选药物。最有前途的看起来是INO-4800，这是该公司的冠状病毒病2019（COVID-19）候选疫苗，已准备好进行3期研究。但如果你深入研究Inovio的临床表现，你会非常失望。</blockquote></p><p> For example, INO-4800had been placed on partial clinical holdin the U.S. while regulators requested additional data on Inovio's vaccine and its delivery system, Cellectra. More recently, INO-4800 had its late-stage funding pulled by the U.S. government, which is why it's now seeking an international study for its COVID-19 candidate.</p><p><blockquote>例如，INO-4800在美国已被部分临床搁置，而监管机构要求提供有关Inovio疫苗及其输送系统Cellectra的更多数据。最近，INO-4800的后期资金被美国政府取消，这就是为什么它现在正在为其COVID-19候选药物寻求国际研究。</blockquote></p><p> If you think I'm unfairly picking on Inovio for its COVID-19 struggles, pan out even further. In four decades, Inoviohasn't managed to get a drug approved by the FDA. This isn't me wishing bad things on Inovio -- this is the reality that hope and results haven't aligned with this company for a long time. Until Inovio proves itself in a late-stage clinical trial, it's worth avoiding.</p><p><blockquote>如果你认为我不公平地指责Inovio在新冠肺炎的挣扎，那就更进一步吧。四十年来，Inovio一直未能获得FDA批准的药物。这并不是我希望Inovio发生不好的事情——这是现实，希望和结果很长一段时间都没有与这家公司保持一致。在Inovio在后期临床试验中证明自己之前，值得避免使用。</blockquote></p><p> AMC Entertainment</p><p><blockquote>AMC院线</blockquote></p><p> Finally, I can't forgetongoing pump-and-dump scheme<b>AMC Entertainment</b>(NYSE:AMC). While retail investors were able to claim victory by effecting a short squeeze in January after AMC saved itself by issuing a bunch of shares and high-interest debt, the most recent run-up has nothing to do with a short squeeze. Rather, it's based predominantly on hype, the purposeful obfuscation of concrete fundamental data on message boards, and broad-based, blatant misinformation.</p><p><blockquote>最后，我不能忘记正在进行的抽水和转储计划<b>AMC院线</b>（纽约证券交易所代码：AMC）。尽管在AMC通过发行大量股票和高息债务自救后，散户投资者能够通过1月份的轧空来宣称胜利，但最近的上涨与轧空无关。相反，它主要基于炒作，在留言板上故意混淆具体的基本数据，以及广泛的，公然的错误信息。</blockquote></p><p> AMC's retail investors would like you to believe that fundamentals don't matter -- but try driving a car without an engine and see how far you get. AMC is dealing with a 19-year decline in industry ticket sales and is seeing some of its film exclusivity evaporate as movie studios lean on streaming. There will be a place for movie theaters, but AMC'saddressable market keeps shrinkingwith each passing year.</p><p><blockquote>AMC的散户投资者希望你相信基本面并不重要，但尝试驾驶一辆没有发动机的汽车，看看你能走多远。AMC正在应对行业票房收入连续19年下降的问题，并且随着电影制片厂依赖流媒体，其部分电影独家经营权正在消失。电影院将会有一席之地，但AMC的潜在市场逐年萎缩。</blockquote></p><p> AMC's retail investors would also have you believe the company is in great shape after raising $2 billion in capital. While it has put bankruptcy rumors in the near-term on the backburner, the 2027 bond price is nowhere near par. Why, you ask? Because bondholders aren't convinced that AMC is going to escape bankruptcy.</p><p><blockquote>AMC的散户投资者还会让您相信该公司在筹集20亿美元资本后状况良好。尽管近期破产传闻已被搁置，但2027年债券价格远未接近面值。你会问，为什么？因为债券持有人不相信AMC会逃脱破产。</blockquote></p><p> I've seen enough pump-and-dump campaigns in my life to recognize them, andAMC checks all the boxes. My suggestion isn't to short AMC. My suggestion is to avoid it completely. All pump-and-dump schemes eventually collapse, and AMC will be no exception.</p><p><blockquote>我一生中见过足够多的泵和转储活动来识别它们，并且AMC检查了所有的框。我的建议是不要做空AMC。我的建议是完全避免。所有的抽水和转储计划最终都会崩溃，AMC也不例外。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/05/5-ultra-popular-stocks-avoid-like-plague-in-july/\">The motley fool</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":{"SAVA":"Cassava Sciences Inc","COIN":"Coinbase Global, Inc.","AMC":"AMC院线","INO":"伊诺维奥制药","GME":"游戏驿站"},"source_url":"https://www.fool.com/investing/2021/07/05/5-ultra-popular-stocks-avoid-like-plague-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164348327","content_text":"For the past 15 months, Wall Street and investors have enjoyed a historic bounce-back rally. The benchmarkS&P 500has gained more than 90% since hitting its bear-market bottom on March 23, 2020.\nWhile a number of high-quality and innovative businesses have led this rally, it's also allowed quite a few terrible companies to thrive. It's my suggestion that the following five ultra-popular stocks be avoided like the plague in July.\nCoinbase Global\nFirst up is cryptocurrency exchange and ecosystemCoinbase Global(NASDAQ:COIN). Coinbase is popular given how quickly its revenue and profits surged in the first quarter as investors piled into the likes ofBitcoin andEthereum. The problem is there are a trio of catalysts working against the Coinbase brokerage model.\nTo start with, there's nothing that prevents competing exchanges from undercutting Coinbase Global's fees. It might have the verified user advantage at the moment, but don't underestimate the willingness of crypto investors to jump ship to save on transaction fees. We witnessed it among traditional brokerages, and the industry eventually wound up going commission-free.\nSecond,crypto has a history of boom-and-bust cycles. Bitcoin has had three separate instances over the last decade where it's shed at least 80% of its value. This is an entirely momentum-based investment, and when upside momentum dries up, so does Coinbase's trading revenue. Following a 2017 peak, Coinbase saw its revenue nearly halve in subsequent years.\nAnd third, the past four weeks, through June 28, saw outflows from crypto of $257.3 million, according to CoinShares Digital Asset Fund Flows Weekly. This is more evidence that interest in crypto is already dwindling with these assets well off their highs. Suffice it to say, Coinbase isnot a stock you're going to want to ownmoving forward.\nCassava Sciences\nAnother ultra-popular company with a terrible risk-versus-reward ratio is clinical-stagebiotech stockCassava Sciences(NASDAQ:SAVA).\nCassava rightly made waves in February when it announced positive clinical data from an interim analysis of simufilam as a treatment for Alzheimer's disease. The open-label trial showed improvement in cognition and behavior at the six-month mark, and more recently allowed Cassava to outline its plans for a phase 3 trial involving its lead drug candidate.\nI'd love for simufilam to be successful, but history has shown that Alzheimer's is one of the toughest-to-treat diseases. With the exception ofBiogen's Aduhelm, which was approved by the Food and Drug Administration (FDA) but has been criticized heavily for its lack of clear benefit, every Alzheimer's drughas failed in late-stage studies for more than a decade. All investors have to go on is early stage, open-label data from a trial that aimed to enroll 100 patients. It's not been uncommon to see positive early or-mid-stage results get pulverized come a large phase 3 Alzheimer's trial.\nAlthough Cassava raised a good amount of cash to continue its research, history suggests that simufilam's chance of success is very slim. That makes Cassava Sciences easily avoidable.\nGameStop\nIf you've been following the retail trade movement (i.e. Reddit stocks), whereby retail investors are seeking out heavily short-sold companies and attempting to effect a short squeeze, you probably know video game and accessories retailerGameStop(NYSE:GME).\nOn one hand, GameStop has been able to capitalize on its recent fame byselling stock to raise capitalfor its ongoing transformation to a digital gaming company. It's a much-needed move after e-commerce sales jumped 191% in fiscal 2020 and more than quadrupled during the holiday season, from the prior-year period.\nHowever, these capital raises don't overlook the fact that theprevious management team failed the company. For two decades, a brick-and-mortar gaming model worked well. However, sticking to this brick-and-mortar model when gaming was going digital left the company in a precarious position. Today, GameStop continues to lose money, even with rapid e-commerce growth, and saw its same-store sales decline by almost 10% last year. Digital sales may be growing, but total revenue is going nowhere as GameStop shutters its physical locations to lower costs.\nGameStop is in no way a bankruptcy candidate, and I can actually see a path to profitability years down the road. But with that being said, the gains it's seen make no sense given the long transformation and operating losses that lie ahead.\nInovio Pharmaceuticals\nBiotech stocks can offer ample opportunity, or inInovio Pharmaceuticals'(NASDAQ:INO)case, suck the lifeblood out of long-term investors.\nInovio would appear to be an intriguing company based solely on paper. It has a pipeline that currently includes over a dozen clinical candidates to treat cancer, infectious diseases, and human papilloma virus. The most-promising looks to be INO-4800, the company's coronavirus disease 2019 (COVID-19) vaccine candidate that's readying for phase 3 studies. But if you do any digging into Inovio's clinical performance, you'll be sorely disappointed.\nFor example, INO-4800had been placed on partial clinical holdin the U.S. while regulators requested additional data on Inovio's vaccine and its delivery system, Cellectra. More recently, INO-4800 had its late-stage funding pulled by the U.S. government, which is why it's now seeking an international study for its COVID-19 candidate.\nIf you think I'm unfairly picking on Inovio for its COVID-19 struggles, pan out even further. In four decades, Inoviohasn't managed to get a drug approved by the FDA. This isn't me wishing bad things on Inovio -- this is the reality that hope and results haven't aligned with this company for a long time. Until Inovio proves itself in a late-stage clinical trial, it's worth avoiding.\nAMC Entertainment\nFinally, I can't forgetongoing pump-and-dump schemeAMC Entertainment(NYSE:AMC). While retail investors were able to claim victory by effecting a short squeeze in January after AMC saved itself by issuing a bunch of shares and high-interest debt, the most recent run-up has nothing to do with a short squeeze. Rather, it's based predominantly on hype, the purposeful obfuscation of concrete fundamental data on message boards, and broad-based, blatant misinformation.\nAMC's retail investors would like you to believe that fundamentals don't matter -- but try driving a car without an engine and see how far you get. AMC is dealing with a 19-year decline in industry ticket sales and is seeing some of its film exclusivity evaporate as movie studios lean on streaming. There will be a place for movie theaters, but AMC'saddressable market keeps shrinkingwith each passing year.\nAMC's retail investors would also have you believe the company is in great shape after raising $2 billion in capital. While it has put bankruptcy rumors in the near-term on the backburner, the 2027 bond price is nowhere near par. Why, you ask? Because bondholders aren't convinced that AMC is going to escape bankruptcy.\nI've seen enough pump-and-dump campaigns in my life to recognize them, andAMC checks all the boxes. My suggestion isn't to short AMC. My suggestion is to avoid it completely. All pump-and-dump schemes eventually collapse, and AMC will be no exception.","news_type":1,"symbols_score_info":{"INO":0.9,"AMC":0.9,"COIN":0.9,"GME":0.9,"SAVA":0.9}},"isVote":1,"tweetType":1,"viewCount":1643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151646830,"gmtCreate":1625091247120,"gmtModify":1633945030516,"author":{"id":"3583491361400942","authorId":"3583491361400942","name":"Xuehao","avatar":"https://static.tigerbbs.com/68f8f0968bdff0787e4a34cf6caf8f84","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583491361400942","authorIdStr":"3583491361400942"},"themes":[],"htmlText":"Gooo like n comment","listText":"Gooo like n comment","text":"Gooo like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/151646830","repostId":"1134150963","repostType":4,"repost":{"id":"1134150963","kind":"news","pubTimestamp":1625064184,"share":"https://www.laohu8.com/m/news/1134150963?lang=zh_CN&edition=full","pubTime":"2021-06-30 22:43","market":"us","language":"en","title":"fuboTV: Very Attractive Investment, Here's Why<blockquote>fuboTV：非常有吸引力的投资，原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134150963","media":"seekingalpha","summary":"Summary\n\nfuboTV is better than it appears on the surface.\nAll the good and bad points addressed.\nWhy","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>fuboTV is better than it appears on the surface.</li> <li>All the good and bad points addressed.</li> <li>Why this stock is worthwhile buying at $5 billion market cap.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7f2563184ea9ee46114542c54910c35\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"><span>mikkelwilliam/E+ via Getty Images</span></p><p><blockquote><ul><li>富波电视比表面上看起来要好。</li><li>所有的优点和缺点都解决了。</li><li>为什么这只股票值得以50亿美元的市值购买。</li></ul><p class=\"t-img-caption\"><span>mikkelwilliam/E+来自Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> As I noted to my Marketplace members, fuboTV (FUBO) is a highly misunderstood company. It's much more than an unprofitable streaming platform. It's an all-encompassing data, streaming, advertising, and betting company.</p><p><blockquote>正如我向我的市场成员指出的那样，fuboTV(FUBO)是一家被高度误解的公司。它不仅仅是一个无利可图的流媒体平台。这是一家包罗万象的数据、流媒体、广告和博彩公司。</blockquote></p><p> There's a lot of bad news thrown at fuboTV by those that are intent on misunderstanding the opportunity. Stay with me, as I attempt to, in a balanced manner, note the good and the bad about fuboTV.</p><p><blockquote>那些故意误解这个机会的人向fuboTV抛出了很多坏消息。请和我呆在一起，因为我试图以一种平衡的方式，注意富波电视的好与坏。</blockquote></p><p> <b>What's fuboTV?</b></p><p><blockquote><b>富波电视是什么？</b></blockquote></p><p> fuboTV is a 6-year-old company. It's a streaming platform at its core. But it also has some interesting side units being deployed. What attracts subscribers to its platform in the first instance is its streaming for live sports events.</p><p><blockquote>富波电视是一家成立6年的公司。它的核心是一个流媒体平台。但它也部署了一些有趣的辅助单元。首先吸引订户到其平台的是它的体育赛事直播。</blockquote></p><p> However, this side of the business will realistically never be profitable. For the foreseeable future, fuboTV has to acquire the rights from ESPN (DIS) and Comcast (CMCSA).</p><p><blockquote>然而，这方面的业务实际上永远不会盈利。在可预见的未来，fuboTV必须从ESPN(DIS)和康卡斯特(CMCSA)手中收购转播权。</blockquote></p><p> Simply said, the rights to acquire the sporting content are so high, as obviously ESPN and others don't want to lose any unit economics by having subscribers fleeing away from their own platform. So the price for the content is prohibitively high.</p><p><blockquote>简而言之，获取体育内容的权利如此之高，因为显然ESPN和其他人不想因为订户逃离他们自己的平台而失去任何单位经济效益。所以内容的价格高得令人望而却步。</blockquote></p><p> So what everyone has come to understand is that fuboTV's streaming business will never be meaningfully profitable,<i>and that's as far as everyone is willing to look.</i></p><p><blockquote>所以大家逐渐明白的是fuboTV的流媒体业务永远不会有意义地盈利，<i>这是每个人都愿意看的范围。</i></blockquote></p><p> What investors are failing to understand is that fuboTV's streaming operation<i>is a customer acquisition strategy</i>. It offers high-resolution live sporting streaming so that it can not<i>only benefit from the ''cord-cutting''</i>tailwinds as households churn out of pay-TV services but can also show subscribers ads.</p><p><blockquote>投资者不明白的是fuboTV的流媒体业务<i>是一种客户获取策略</i>.它提供高分辨率的体育直播，因此它不能<i>只受益于“剪断脐带”</i>随着家庭大量退出付费电视服务，但也可以向订户展示广告，这一趋势得到了推动。</blockquote></p><p> This side of the operation,<i>the data-driven advertising segment</i>, is the segment that will in time drive fuboTV's profitability. I'm referring to the programmatic advertising platform. This is incredibly profitable compared with direct ad spend.</p><p><blockquote>操作的这一边，<i>数据驱动的广告细分市场</i>，是最终将推动fuboTV盈利能力的细分市场。我指的是程序化广告平台。与直接广告支出相比，这是令人难以置信的利润。</blockquote></p><p> So many investors miss that. And those that do vaguely understand its advertising segment, and how it compares with Roku (ROKU), go on to proclaim that this is only 12% of the business and that it won't ever be a needle-moving segment for fuboTV.</p><p><blockquote>很多投资者都忽略了这一点。那些模糊了解其广告部门以及它与Roku（Roku）相比如何的人继续宣称，这仅占业务的12%，并且永远不会成为fuboTV的重要部门。</blockquote></p><p> Again, this misses the fact that fuboTV's advertising segment is growing at such a rapid clip. During its most recent quarter, fuboTV's advertising segment was up 206% y/y. Even as fuboTV dramatically decelerates over time, I suspect that by the end of Q4 2021 (six months), fuboTV's advertising segment will account for about 15% of its business.</p><p><blockquote>这再次忽略了fuboTV的广告业务增长如此之快的事实。在最近一个季度，fuboTV的广告部门同比增长206%。尽管fuboTV随着时间的推移而大幅减速，但我怀疑到2021年第四季度末（六个月），fuboTV的广告部门将占其业务的15%左右。</blockquote></p><p> What's more, it's entirely possible that by this time next Summer, fuboTV's advertising segment will account for approximately 20% of fuboTV. At which point, investors will start to give fuboTV's advertising opportunity slightly weightier considerations.</p><p><blockquote>更重要的是，完全有可能到明年夏天的这个时候，fuboTV的广告部分将占fuboTV的20%左右。届时，投资者将开始对fuboTV的广告机会给予稍微更重要的考虑。</blockquote></p><p> I believe that if this is all there was to fuboTV, the stock right now at $4 billion would probably be fairly valued. But then, we have another opportunity that I've called the wildcard. More on this later.</p><p><blockquote>我相信，如果fuboTV仅此而已，那么目前40亿美元的股票估值可能是合理的。但是，我们还有另一个机会，我称之为通配符。稍后会详细介绍。</blockquote></p><p> Revenue Growth Rates Continue to Impress</p><p><blockquote>收入增长率继续令人印象深刻</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22b839502a218aa047bf4cc6ec6ecd80\" tg-width=\"441\" tg-height=\"480\"><span>Source: Q1 2021ShareholderLetter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：2021年第一季度股东信</span></p></blockquote></p><p> As you can see above, fuboTV is growing at a very strong clip. It's difficult at this stage to know what 2022 will look like, but given fuboTV's trajectory of beating estimates, I suspect that the company will grow next year by at least 60% y/y to at least $860 million.</p><p><blockquote>正如您在上面看到的，fuboTV正在以非常强劲的速度增长。现阶段很难知道2022年会是什么样子，但鉴于fuboTV超出预期的轨迹，我怀疑该公司明年将同比增长至少60%，达到至少8.6亿美元。</blockquote></p><p> For fuboTV to grow at 60%, that would imply quite a substantial slowdown from the 101% revenue growth rates aimed at in 2021. However, given that fuboTV's betting segment will start in earnest in 2022, I contend that growing at 60% y/y in 2022 will turn out to be an easy feat for fuboTV.</p><p><blockquote>对于fuboTV来说，增长60%意味着比2021年101%的收入增长率目标大幅放缓。然而，鉴于fuboTV的博彩业务将于2022年正式启动，我认为对于fuboTV来说，2022年同比增长60%将是一项轻而易举的壮举。</blockquote></p><p> <b>The Wildcard Discussed</b></p><p><blockquote><b>讨论的通配符</b></blockquote></p><p> In Q4 2021, in approximately 4 months' time, fuboTV is going to soft launch its Sportsbook. This is the start of its betting segment. And this is what I believe could drive the stock's upside potential.</p><p><blockquote>2021年第四季度，大约4个月后，fuboTV将试运行其体育博彩。这是其博彩部分的开始。我认为这可能会推动该股的上涨潜力。</blockquote></p><p> So far, the details are sketchy. The idea is that when sporting fans are watching their favorite team, rather than having to go elsewhere to bet on the result, they could do it seamlessly via fuboTV.</p><p><blockquote>到目前为止，细节还很粗略。这个想法是，当体育迷观看他们最喜欢的球队时，他们可以通过fuboTV无缝地进行，而不必去其他地方对结果下注。</blockquote></p><p> I know from experience that this already happens in the UK via adverts in the interval of key TV games, but this way, there's the potential for fuboTV to leverage the data they have on the viewer, and their preferences, to drive further monetizations and engagement.</p><p><blockquote>我从经验中知道，这种情况已经在英国通过关键电视游戏间隙的广告发生，但通过这种方式，fuboTV有可能利用他们拥有的观众数据及其偏好来推动进一步的货币化和参与度。</blockquote></p><p></p><p> If you think about it, viewers watching their favorite team are more likely to bet if it is something that is<i>compelling to them</i>. And that's the advantage of having 1st-party data on the viewer. fuboTV will know what the viewers' preferences are and this will drive down user churn.</p><p><blockquote>如果你仔细想想，观看他们最喜欢的球队的观众更有可能下注，如果它是<i>对他们有吸引力</i>.这就是在查看器上拥有第一方数据的优势。fuboTV将知道观众的偏好，这将降低用户流失率。</blockquote></p><p> Again, this all circles back to having data on the viewer. During aninterviewyesterday, CEO David Gandler discusses a way of bringing down user friction. That fuboTV wants to find a way to deliver highly personalized betting odds about what the viewer is watching on fuboTV in real-time to viewers' phones. They haven't quite figured out how to optimize their app, but the team is working on this right now.</p><p><blockquote>同样，这又回到了查看器上的数据。在昨天的一次采访中，首席执行官大卫·甘德勒讨论了一种减少用户摩擦的方法。fuboTV希望找到一种方法，将观众在fuboTV上观看的内容实时传递到观众的手机上。他们还没有完全弄清楚如何优化他们的应用程序，但团队现在正在努力。</blockquote></p><p> <b>Valuation - Very Attractively Priced</b></p><p><blockquote><b>估值——价格非常有吸引力</b></blockquote></p><p> On the surface, the stock is cheap at approximately 5x its 2022 revenues. But as you know, fuboTV's profitability margins are dismal. There's nobody out there that doesn't already know this.</p><p><blockquote>从表面上看，该股价格便宜，约为2022年收入的5倍。但如你所知，fuboTV的利润率令人沮丧。没有人不知道这一点。</blockquote></p><p> Presently, the bulk of the company's business is its subscription business. This subscription business accounts for about 85% of the business right now, and this is unprofitable. fuboTV aims to get this side of the business to break even. This is similar to Roku's (ROKU) hardware business in the early stages.</p><p><blockquote>目前，该公司的大部分业务是订阅业务。这项订阅业务目前约占业务的85%，而且这是无利可图的。fuboTV的目标是让这方面的业务实现收支平衡。这与Roku（Roku）早期的硬件业务类似。</blockquote></p><p> Then, the opportunity will be to leverage their huge subscriber base to grow their data-driven advertising metrics. During the call yesterday, Gandler once again reiterated that advertising is likely to perform strongly in Q2 through Q4.</p><p><blockquote>然后，机会将是利用他们庞大的用户群来增长他们的数据驱动广告指标。在昨天的看涨期权中，甘德勒再次重申，广告在第二季度到第四季度可能会表现强劲。</blockquote></p><p> Last year, Roku's advertising segment gross margins hovered around56% to 60%, although this latest quarter, Q1 2021, it soared to 70% gross margins. This gives investors some idea as to what fuboTV may also strive to. Obviously, Roku is a much bigger business than fuboTV, but it's something that fuboTV could migrate towards in time.</p><p><blockquote>去年，Roku广告部门的毛利率徘徊在56%至60%左右，尽管最近一个季度，即2021年第一季度，毛利率飙升至70%。这让投资者对fuboTV也可能努力实现的目标有所了解。显然，Roku是一个比fuboTV大得多的业务，但这是fuboTV可以及时迁移的业务。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> After you've read this article, I would like to believe that you have a more nuanced interpretation of what fuboTV is today and where it's headed over the coming twelve months.</p><p><blockquote>读完这篇文章后，我相信你对fuboTV今天是什么以及它在未来12个月的发展方向有了更细致的理解。</blockquote></p><p> When you think about fuboTV, I would like you to think about its ability to harness its first-party data. With this, you can obviously level advertising and drive profitability, but I suspect that you'll be able to drive some level of betting too.</p><p><blockquote>当您考虑fuboTV时，我希望您考虑一下它利用第一方数据的能力。有了这个，你显然可以提高广告水平并提高盈利能力，但我怀疑你也可以提高一定程度的投注。</blockquote></p><p> I will not deny that this journey has been a challenging one and that this investment has not been for those faint-hearted. Happy investing!</p><p><blockquote>我不否认这是一个充满挑战的旅程，这项投资不适合那些胆小的人。投资愉快！</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>fuboTV: Very Attractive Investment, Here's Why<blockquote>fuboTV：非常有吸引力的投资，原因如下</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\">\nfuboTV: Very Attractive Investment, Here's Why<blockquote>fuboTV：非常有吸引力的投资，原因如下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-30 22:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>fuboTV is better than it appears on the surface.</li> <li>All the good and bad points addressed.</li> <li>Why this stock is worthwhile buying at $5 billion market cap.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7f2563184ea9ee46114542c54910c35\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"><span>mikkelwilliam/E+ via Getty Images</span></p><p><blockquote><ul><li>富波电视比表面上看起来要好。</li><li>所有的优点和缺点都解决了。</li><li>为什么这只股票值得以50亿美元的市值购买。</li></ul><p class=\"t-img-caption\"><span>mikkelwilliam/E+来自Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> As I noted to my Marketplace members, fuboTV (FUBO) is a highly misunderstood company. It's much more than an unprofitable streaming platform. It's an all-encompassing data, streaming, advertising, and betting company.</p><p><blockquote>正如我向我的市场成员指出的那样，fuboTV(FUBO)是一家被高度误解的公司。它不仅仅是一个无利可图的流媒体平台。这是一家包罗万象的数据、流媒体、广告和博彩公司。</blockquote></p><p> There's a lot of bad news thrown at fuboTV by those that are intent on misunderstanding the opportunity. Stay with me, as I attempt to, in a balanced manner, note the good and the bad about fuboTV.</p><p><blockquote>那些故意误解这个机会的人向fuboTV抛出了很多坏消息。请和我呆在一起，因为我试图以一种平衡的方式，注意富波电视的好与坏。</blockquote></p><p> <b>What's fuboTV?</b></p><p><blockquote><b>富波电视是什么？</b></blockquote></p><p> fuboTV is a 6-year-old company. It's a streaming platform at its core. But it also has some interesting side units being deployed. What attracts subscribers to its platform in the first instance is its streaming for live sports events.</p><p><blockquote>富波电视是一家成立6年的公司。它的核心是一个流媒体平台。但它也部署了一些有趣的辅助单元。首先吸引订户到其平台的是它的体育赛事直播。</blockquote></p><p> However, this side of the business will realistically never be profitable. For the foreseeable future, fuboTV has to acquire the rights from ESPN (DIS) and Comcast (CMCSA).</p><p><blockquote>然而，这方面的业务实际上永远不会盈利。在可预见的未来，fuboTV必须从ESPN(DIS)和康卡斯特(CMCSA)手中收购转播权。</blockquote></p><p> Simply said, the rights to acquire the sporting content are so high, as obviously ESPN and others don't want to lose any unit economics by having subscribers fleeing away from their own platform. So the price for the content is prohibitively high.</p><p><blockquote>简而言之，获取体育内容的权利如此之高，因为显然ESPN和其他人不想因为订户逃离他们自己的平台而失去任何单位经济效益。所以内容的价格高得令人望而却步。</blockquote></p><p> So what everyone has come to understand is that fuboTV's streaming business will never be meaningfully profitable,<i>and that's as far as everyone is willing to look.</i></p><p><blockquote>所以大家逐渐明白的是fuboTV的流媒体业务永远不会有意义地盈利，<i>这是每个人都愿意看的范围。</i></blockquote></p><p> What investors are failing to understand is that fuboTV's streaming operation<i>is a customer acquisition strategy</i>. It offers high-resolution live sporting streaming so that it can not<i>only benefit from the ''cord-cutting''</i>tailwinds as households churn out of pay-TV services but can also show subscribers ads.</p><p><blockquote>投资者不明白的是fuboTV的流媒体业务<i>是一种客户获取策略</i>.它提供高分辨率的体育直播，因此它不能<i>只受益于“剪断脐带”</i>随着家庭大量退出付费电视服务，但也可以向订户展示广告，这一趋势得到了推动。</blockquote></p><p> This side of the operation,<i>the data-driven advertising segment</i>, is the segment that will in time drive fuboTV's profitability. I'm referring to the programmatic advertising platform. This is incredibly profitable compared with direct ad spend.</p><p><blockquote>操作的这一边，<i>数据驱动的广告细分市场</i>，是最终将推动fuboTV盈利能力的细分市场。我指的是程序化广告平台。与直接广告支出相比，这是令人难以置信的利润。</blockquote></p><p> So many investors miss that. And those that do vaguely understand its advertising segment, and how it compares with Roku (ROKU), go on to proclaim that this is only 12% of the business and that it won't ever be a needle-moving segment for fuboTV.</p><p><blockquote>很多投资者都忽略了这一点。那些模糊了解其广告部门以及它与Roku（Roku）相比如何的人继续宣称，这仅占业务的12%，并且永远不会成为fuboTV的重要部门。</blockquote></p><p> Again, this misses the fact that fuboTV's advertising segment is growing at such a rapid clip. During its most recent quarter, fuboTV's advertising segment was up 206% y/y. Even as fuboTV dramatically decelerates over time, I suspect that by the end of Q4 2021 (six months), fuboTV's advertising segment will account for about 15% of its business.</p><p><blockquote>这再次忽略了fuboTV的广告业务增长如此之快的事实。在最近一个季度，fuboTV的广告部门同比增长206%。尽管fuboTV随着时间的推移而大幅减速，但我怀疑到2021年第四季度末（六个月），fuboTV的广告部门将占其业务的15%左右。</blockquote></p><p> What's more, it's entirely possible that by this time next Summer, fuboTV's advertising segment will account for approximately 20% of fuboTV. At which point, investors will start to give fuboTV's advertising opportunity slightly weightier considerations.</p><p><blockquote>更重要的是，完全有可能到明年夏天的这个时候，fuboTV的广告部分将占fuboTV的20%左右。届时，投资者将开始对fuboTV的广告机会给予稍微更重要的考虑。</blockquote></p><p> I believe that if this is all there was to fuboTV, the stock right now at $4 billion would probably be fairly valued. But then, we have another opportunity that I've called the wildcard. More on this later.</p><p><blockquote>我相信，如果fuboTV仅此而已，那么目前40亿美元的股票估值可能是合理的。但是，我们还有另一个机会，我称之为通配符。稍后会详细介绍。</blockquote></p><p> Revenue Growth Rates Continue to Impress</p><p><blockquote>收入增长率继续令人印象深刻</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22b839502a218aa047bf4cc6ec6ecd80\" tg-width=\"441\" tg-height=\"480\"><span>Source: Q1 2021ShareholderLetter</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：2021年第一季度股东信</span></p></blockquote></p><p> As you can see above, fuboTV is growing at a very strong clip. It's difficult at this stage to know what 2022 will look like, but given fuboTV's trajectory of beating estimates, I suspect that the company will grow next year by at least 60% y/y to at least $860 million.</p><p><blockquote>正如您在上面看到的，fuboTV正在以非常强劲的速度增长。现阶段很难知道2022年会是什么样子，但鉴于fuboTV超出预期的轨迹，我怀疑该公司明年将同比增长至少60%，达到至少8.6亿美元。</blockquote></p><p> For fuboTV to grow at 60%, that would imply quite a substantial slowdown from the 101% revenue growth rates aimed at in 2021. However, given that fuboTV's betting segment will start in earnest in 2022, I contend that growing at 60% y/y in 2022 will turn out to be an easy feat for fuboTV.</p><p><blockquote>对于fuboTV来说，增长60%意味着比2021年101%的收入增长率目标大幅放缓。然而，鉴于fuboTV的博彩业务将于2022年正式启动，我认为对于fuboTV来说，2022年同比增长60%将是一项轻而易举的壮举。</blockquote></p><p> <b>The Wildcard Discussed</b></p><p><blockquote><b>讨论的通配符</b></blockquote></p><p> In Q4 2021, in approximately 4 months' time, fuboTV is going to soft launch its Sportsbook. This is the start of its betting segment. And this is what I believe could drive the stock's upside potential.</p><p><blockquote>2021年第四季度，大约4个月后，fuboTV将试运行其体育博彩。这是其博彩部分的开始。我认为这可能会推动该股的上涨潜力。</blockquote></p><p> So far, the details are sketchy. The idea is that when sporting fans are watching their favorite team, rather than having to go elsewhere to bet on the result, they could do it seamlessly via fuboTV.</p><p><blockquote>到目前为止，细节还很粗略。这个想法是，当体育迷观看他们最喜欢的球队时，他们可以通过fuboTV无缝地进行，而不必去其他地方对结果下注。</blockquote></p><p> I know from experience that this already happens in the UK via adverts in the interval of key TV games, but this way, there's the potential for fuboTV to leverage the data they have on the viewer, and their preferences, to drive further monetizations and engagement.</p><p><blockquote>我从经验中知道，这种情况已经在英国通过关键电视游戏间隙的广告发生，但通过这种方式，fuboTV有可能利用他们拥有的观众数据及其偏好来推动进一步的货币化和参与度。</blockquote></p><p></p><p> If you think about it, viewers watching their favorite team are more likely to bet if it is something that is<i>compelling to them</i>. And that's the advantage of having 1st-party data on the viewer. fuboTV will know what the viewers' preferences are and this will drive down user churn.</p><p><blockquote>如果你仔细想想，观看他们最喜欢的球队的观众更有可能下注，如果它是<i>对他们有吸引力</i>.这就是在查看器上拥有第一方数据的优势。fuboTV将知道观众的偏好，这将降低用户流失率。</blockquote></p><p> Again, this all circles back to having data on the viewer. During aninterviewyesterday, CEO David Gandler discusses a way of bringing down user friction. That fuboTV wants to find a way to deliver highly personalized betting odds about what the viewer is watching on fuboTV in real-time to viewers' phones. They haven't quite figured out how to optimize their app, but the team is working on this right now.</p><p><blockquote>同样，这又回到了查看器上的数据。在昨天的一次采访中，首席执行官大卫·甘德勒讨论了一种减少用户摩擦的方法。fuboTV希望找到一种方法，将观众在fuboTV上观看的内容实时传递到观众的手机上。他们还没有完全弄清楚如何优化他们的应用程序，但团队现在正在努力。</blockquote></p><p> <b>Valuation - Very Attractively Priced</b></p><p><blockquote><b>估值——价格非常有吸引力</b></blockquote></p><p> On the surface, the stock is cheap at approximately 5x its 2022 revenues. But as you know, fuboTV's profitability margins are dismal. There's nobody out there that doesn't already know this.</p><p><blockquote>从表面上看，该股价格便宜，约为2022年收入的5倍。但如你所知，fuboTV的利润率令人沮丧。没有人不知道这一点。</blockquote></p><p> Presently, the bulk of the company's business is its subscription business. This subscription business accounts for about 85% of the business right now, and this is unprofitable. fuboTV aims to get this side of the business to break even. This is similar to Roku's (ROKU) hardware business in the early stages.</p><p><blockquote>目前，该公司的大部分业务是订阅业务。这项订阅业务目前约占业务的85%，而且这是无利可图的。fuboTV的目标是让这方面的业务实现收支平衡。这与Roku（Roku）早期的硬件业务类似。</blockquote></p><p> Then, the opportunity will be to leverage their huge subscriber base to grow their data-driven advertising metrics. During the call yesterday, Gandler once again reiterated that advertising is likely to perform strongly in Q2 through Q4.</p><p><blockquote>然后，机会将是利用他们庞大的用户群来增长他们的数据驱动广告指标。在昨天的看涨期权中，甘德勒再次重申，广告在第二季度到第四季度可能会表现强劲。</blockquote></p><p> Last year, Roku's advertising segment gross margins hovered around56% to 60%, although this latest quarter, Q1 2021, it soared to 70% gross margins. This gives investors some idea as to what fuboTV may also strive to. Obviously, Roku is a much bigger business than fuboTV, but it's something that fuboTV could migrate towards in time.</p><p><blockquote>去年，Roku广告部门的毛利率徘徊在56%至60%左右，尽管最近一个季度，即2021年第一季度，毛利率飙升至70%。这让投资者对fuboTV也可能努力实现的目标有所了解。显然，Roku是一个比fuboTV大得多的业务，但这是fuboTV可以及时迁移的业务。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> After you've read this article, I would like to believe that you have a more nuanced interpretation of what fuboTV is today and where it's headed over the coming twelve months.</p><p><blockquote>读完这篇文章后，我相信你对fuboTV今天是什么以及它在未来12个月的发展方向有了更细致的理解。</blockquote></p><p> When you think about fuboTV, I would like you to think about its ability to harness its first-party data. With this, you can obviously level advertising and drive profitability, but I suspect that you'll be able to drive some level of betting too.</p><p><blockquote>当您考虑fuboTV时，我希望您考虑一下它利用第一方数据的能力。有了这个，你显然可以提高广告水平并提高盈利能力，但我怀疑你也可以提高一定程度的投注。</blockquote></p><p> I will not deny that this journey has been a challenging one and that this investment has not been for those faint-hearted. Happy investing!</p><p><blockquote>我不否认这是一个充满挑战的旅程，这项投资不适合那些胆小的人。投资愉快！</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4437237-fubotv-very-attractive-investment-heres-why\">seekingalpha</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":{"FUBO":"fuboTV Inc."},"source_url":"https://seekingalpha.com/article/4437237-fubotv-very-attractive-investment-heres-why","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134150963","content_text":"Summary\n\nfuboTV is better than it appears on the surface.\nAll the good and bad points addressed.\nWhy this stock is worthwhile buying at $5 billion market cap.\n\nmikkelwilliam/E+ via Getty Images\nInvestment Thesis\nAs I noted to my Marketplace members, fuboTV (FUBO) is a highly misunderstood company. It's much more than an unprofitable streaming platform. It's an all-encompassing data, streaming, advertising, and betting company.\nThere's a lot of bad news thrown at fuboTV by those that are intent on misunderstanding the opportunity. Stay with me, as I attempt to, in a balanced manner, note the good and the bad about fuboTV.\nWhat's fuboTV?\nfuboTV is a 6-year-old company. It's a streaming platform at its core. But it also has some interesting side units being deployed. What attracts subscribers to its platform in the first instance is its streaming for live sports events.\nHowever, this side of the business will realistically never be profitable. For the foreseeable future, fuboTV has to acquire the rights from ESPN (DIS) and Comcast (CMCSA).\nSimply said, the rights to acquire the sporting content are so high, as obviously ESPN and others don't want to lose any unit economics by having subscribers fleeing away from their own platform. So the price for the content is prohibitively high.\nSo what everyone has come to understand is that fuboTV's streaming business will never be meaningfully profitable,and that's as far as everyone is willing to look.\nWhat investors are failing to understand is that fuboTV's streaming operationis a customer acquisition strategy. It offers high-resolution live sporting streaming so that it can notonly benefit from the ''cord-cutting''tailwinds as households churn out of pay-TV services but can also show subscribers ads.\nThis side of the operation,the data-driven advertising segment, is the segment that will in time drive fuboTV's profitability. I'm referring to the programmatic advertising platform. This is incredibly profitable compared with direct ad spend.\nSo many investors miss that. And those that do vaguely understand its advertising segment, and how it compares with Roku (ROKU), go on to proclaim that this is only 12% of the business and that it won't ever be a needle-moving segment for fuboTV.\nAgain, this misses the fact that fuboTV's advertising segment is growing at such a rapid clip. During its most recent quarter, fuboTV's advertising segment was up 206% y/y. Even as fuboTV dramatically decelerates over time, I suspect that by the end of Q4 2021 (six months), fuboTV's advertising segment will account for about 15% of its business.\nWhat's more, it's entirely possible that by this time next Summer, fuboTV's advertising segment will account for approximately 20% of fuboTV. At which point, investors will start to give fuboTV's advertising opportunity slightly weightier considerations.\nI believe that if this is all there was to fuboTV, the stock right now at $4 billion would probably be fairly valued. But then, we have another opportunity that I've called the wildcard. More on this later.\nRevenue Growth Rates Continue to Impress\nSource: Q1 2021ShareholderLetter\nAs you can see above, fuboTV is growing at a very strong clip. It's difficult at this stage to know what 2022 will look like, but given fuboTV's trajectory of beating estimates, I suspect that the company will grow next year by at least 60% y/y to at least $860 million.\nFor fuboTV to grow at 60%, that would imply quite a substantial slowdown from the 101% revenue growth rates aimed at in 2021. However, given that fuboTV's betting segment will start in earnest in 2022, I contend that growing at 60% y/y in 2022 will turn out to be an easy feat for fuboTV.\nThe Wildcard Discussed\nIn Q4 2021, in approximately 4 months' time, fuboTV is going to soft launch its Sportsbook. This is the start of its betting segment. And this is what I believe could drive the stock's upside potential.\nSo far, the details are sketchy. The idea is that when sporting fans are watching their favorite team, rather than having to go elsewhere to bet on the result, they could do it seamlessly via fuboTV.\nI know from experience that this already happens in the UK via adverts in the interval of key TV games, but this way, there's the potential for fuboTV to leverage the data they have on the viewer, and their preferences, to drive further monetizations and engagement.\nIf you think about it, viewers watching their favorite team are more likely to bet if it is something that iscompelling to them. And that's the advantage of having 1st-party data on the viewer. fuboTV will know what the viewers' preferences are and this will drive down user churn.\nAgain, this all circles back to having data on the viewer. During aninterviewyesterday, CEO David Gandler discusses a way of bringing down user friction. That fuboTV wants to find a way to deliver highly personalized betting odds about what the viewer is watching on fuboTV in real-time to viewers' phones. They haven't quite figured out how to optimize their app, but the team is working on this right now.\nValuation - Very Attractively Priced\nOn the surface, the stock is cheap at approximately 5x its 2022 revenues. But as you know, fuboTV's profitability margins are dismal. There's nobody out there that doesn't already know this.\nPresently, the bulk of the company's business is its subscription business. This subscription business accounts for about 85% of the business right now, and this is unprofitable. fuboTV aims to get this side of the business to break even. This is similar to Roku's (ROKU) hardware business in the early stages.\nThen, the opportunity will be to leverage their huge subscriber base to grow their data-driven advertising metrics. During the call yesterday, Gandler once again reiterated that advertising is likely to perform strongly in Q2 through Q4.\nLast year, Roku's advertising segment gross margins hovered around56% to 60%, although this latest quarter, Q1 2021, it soared to 70% gross margins. This gives investors some idea as to what fuboTV may also strive to. Obviously, Roku is a much bigger business than fuboTV, but it's something that fuboTV could migrate towards in time.\nThe Bottom Line\nAfter you've read this article, I would like to believe that you have a more nuanced interpretation of what fuboTV is today and where it's headed over the coming twelve months.\nWhen you think about fuboTV, I would like you to think about its ability to harness its first-party data. With this, you can obviously level advertising and drive profitability, but I suspect that you'll be able to drive some level of betting too.\nI will not deny that this journey has been a challenging one and that this investment has not been for those faint-hearted. Happy investing!","news_type":1,"symbols_score_info":{"FUBO":0.9}},"isVote":1,"tweetType":1,"viewCount":2742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127808625,"gmtCreate":1624841901367,"gmtModify":1633948171329,"author":{"id":"3583491361400942","authorId":"3583491361400942","name":"Xuehao","avatar":"https://static.tigerbbs.com/68f8f0968bdff0787e4a34cf6caf8f84","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583491361400942","authorIdStr":"3583491361400942"},"themes":[],"htmlText":"Yoooo","listText":"Yoooo","text":"Yoooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127808625","repostId":"2146007118","repostType":4,"isVote":1,"tweetType":1,"viewCount":1744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125146502,"gmtCreate":1624665895406,"gmtModify":1633949971660,"author":{"id":"3583491361400942","authorId":"3583491361400942","name":"Xuehao","avatar":"https://static.tigerbbs.com/68f8f0968bdff0787e4a34cf6caf8f84","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583491361400942","authorIdStr":"3583491361400942"},"themes":[],"htmlText":"Up up & away","listText":"Up up & away","text":"Up up & away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125146502","repostId":"2146036420","repostType":4,"isVote":1,"tweetType":1,"viewCount":2938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122863762,"gmtCreate":1624611168156,"gmtModify":1633950556758,"author":{"id":"3583491361400942","authorId":"3583491361400942","name":"Xuehao","avatar":"https://static.tigerbbs.com/68f8f0968bdff0787e4a34cf6caf8f84","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583491361400942","authorIdStr":"3583491361400942"},"themes":[],"htmlText":"Whoohoo","listText":"Whoohoo","text":"Whoohoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122863762","repostId":"1109009652","repostType":4,"repost":{"id":"1109009652","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":1624610253,"share":"https://www.laohu8.com/m/news/1109009652?lang=zh_CN&edition=full","pubTime":"2021-06-25 16:37","market":"us","language":"en","title":"Most of Chinese stocks rose in premarket trading<blockquote>大多数中国股市在盘前交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109009652","media":"Tiger Newspress","summary":"(June 25) Most of Chinese stocks rose in premarket trading.\n\nChinese education stocks rose again in ","content":"<p>(June 25) Most of Chinese stocks rose in premarket trading.</p><p><blockquote>（6月25日）中概股盘前交易多数上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3962135ab024104866f387b01bd1125f\" tg-width=\"305\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Chinese education stocks rose again in premarket trading.</p><p><blockquote>中国教育股在盘前交易中再次上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4bbb2e8cd94abb6b5b8f0215bebc6b7f\" tg-width=\"300\" tg-height=\"245\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> EV stocks gained in premarket trading.<img src=\"https://static.tigerbbs.com/86c865b6c76a3fb3190778b90ea6deaf\" tg-width=\"304\" tg-height=\"165\" referrerpolicy=\"no-referrer\"></p><p><blockquote>电动汽车股票在盘前交易中上涨。</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>Most of Chinese stocks rose in premarket trading<blockquote>大多数中国股市在盘前交易中上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMost of Chinese stocks rose in premarket trading<blockquote>大多数中国股市在盘前交易中上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-25 16:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(June 25) Most of Chinese stocks rose in premarket trading.</p><p><blockquote>（6月25日）中概股盘前交易多数上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3962135ab024104866f387b01bd1125f\" tg-width=\"305\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Chinese education stocks rose again in premarket trading.</p><p><blockquote>中国教育股在盘前交易中再次上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4bbb2e8cd94abb6b5b8f0215bebc6b7f\" tg-width=\"300\" tg-height=\"245\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> EV stocks gained in premarket trading.<img src=\"https://static.tigerbbs.com/86c865b6c76a3fb3190778b90ea6deaf\" tg-width=\"304\" tg-height=\"165\" referrerpolicy=\"no-referrer\"></p><p><blockquote>电动汽车股票在盘前交易中上涨。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109009652","content_text":"(June 25) Most of Chinese stocks rose in premarket trading.\n\nChinese education stocks rose again in premarket trading.\n\nEV stocks gained in premarket trading.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120118363,"gmtCreate":1624314264252,"gmtModify":1634008096636,"author":{"id":"3583491361400942","authorId":"3583491361400942","name":"Xuehao","avatar":"https://static.tigerbbs.com/68f8f0968bdff0787e4a34cf6caf8f84","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583491361400942","authorIdStr":"3583491361400942"},"themes":[],"htmlText":"Whoohoo roasted? ","listText":"Whoohoo roasted? ","text":"Whoohoo roasted?","images":[{"img":"https://static.tigerbbs.com/2db5300152b49c6f93591065f6b70ac9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120118363","isVote":1,"tweetType":1,"viewCount":1846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":184415065,"gmtCreate":1623721462757,"gmtModify":1634029592495,"author":{"id":"3583491361400942","authorId":"3583491361400942","name":"Xuehao","avatar":"https://static.tigerbbs.com/68f8f0968bdff0787e4a34cf6caf8f84","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583491361400942","authorIdStr":"3583491361400942"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184415065","repostId":"1131396369","repostType":4,"repost":{"id":"1131396369","kind":"news","pubTimestamp":1623718501,"share":"https://www.laohu8.com/m/news/1131396369?lang=zh_CN&edition=full","pubTime":"2021-06-15 08:55","market":"us","language":"en","title":"Tesla Bull Cuts Price Target Because of Batteries. Shares Rise Anyway.<blockquote>特斯拉牛市因电池而下调目标价。无论如何，股价都会上涨。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131396369","media":"Barrons","summary":"A Tesla bull is a little less bullish Monday. Battery technology is the main reason.\nCanaccord analy","content":"<p>A Tesla bull is a little less bullish Monday. Battery technology is the main reason.</p><p><blockquote>周一，特斯拉牛市的牛市不那么乐观。电池技术是主要原因。</blockquote></p><p> Canaccord analyst Jonathan Dorsheimer threw his Tesla (ticker: TSLA) target price into reverse Monday, cutting it to $812, down $162, or 17% from $974. He maintained his Buy rating though.</p><p><blockquote>Canaccord分析师Jonathan Dorsheimer周一将特斯拉（股票代码：TSLA）目标价下调至812美元，较974美元下跌162美元，即17%。不过，他维持买入评级。</blockquote></p><p> The cut isn’t having much impact on shares in Monday trading. Tesla stock is up about 1.3% to $618 a share. </p><p><blockquote>此次降息对周一交易的股价没有太大影响。特斯拉股价上涨约1.3%，至每股618美元。</blockquote></p><p> Even though he is still bullish on the company, Dorsheimer is wary about Tesla’s new batteries. In particular the larger 4680 cell design which promises better charge time, longer per-charge range and lower cost.</p><p><blockquote>尽管Dorsheimer仍然看好该公司，但他对特斯拉的新电池持谨慎态度。特别是更大的4680电池设计，保证了更好的充电时间、更长的每次充电范围和更低的成本。</blockquote></p><p> The 4680 refers to a cylindrical battery with a diameter of 46 millimeters and a length of 80 millimeters. Today’s Tesla’s have 2170 batteries. That’s 21 millimeter diameter and 70 millimeter length.</p><p><blockquote>4680是指直径46毫米、长度80毫米的圆柱形电池。今天的特斯拉有2170电池。直径21毫米，长度70毫米。</blockquote></p><p> Tesla recently started delivering its Model S Plaid vehicle, billed as the fastest production car ever built. It can go zero to 60 miles per hour in under 2 seconds. But it also canceled the Plaid+ which was going to have longer per-charge range partly because of the new battery design.</p><p><blockquote>特斯拉最近开始交付Model S Plaid汽车，被宣传为有史以来最快的量产车。它可以在2秒内从零加速到60英里/小时。但它也取消了Plaid+，该产品每次充电的续航里程将更长，部分原因是新的电池设计。</blockquote></p><p> Dorsheimer wrote that the Plaid+ “was reportedly going to be the first to feature the new 4680 cell design.” The cancellation “signals to us the new cell format isn’t ready for production just yet, and cell production capacity constraints for energy storage products like Powerwall remain.”</p><p><blockquote>Dorsheimer写道，Plaid+“据报道将是第一款采用新4680电池设计的产品。”此次取消“向我们表明，新的电池格式尚未准备好投入生产，Powerwall等储能产品的电池产能限制仍然存在。”</blockquote></p><p> If the batteries aren’t ready yet, that’s a problem. Better batteries are a competitive advantage for electric-vehicle makers. Lower costs also allow Tesla to either charge less or make more money per car. Lower prices can expand the pool of Tesla buyers. Better profits, of course, are cheered by investors. And any battery-supply constraints could impact Tesla vehicle deliveries down the road. Wall Street expects Tesla to deliver 800,000 to 900,000 cars in 2021, up from about 500,000 cars in 2020.</p><p><blockquote>如果电池还没准备好，那就有问题了。更好的电池是电动汽车制造商的竞争优势。较低的成本也使特斯拉每辆车的收费更低或赚更多的钱。较低的价格可以扩大特斯拉买家的数量。更好的利润当然会受到投资者的欢呼。任何电池供应限制都可能影响特斯拉汽车未来的交付。华尔街预计，特斯拉2021年将交付80万至90万辆汽车，高于2020年的约50万辆。</blockquote></p><p> Dorsheimer’s target-price cut lowered the analyst average for Tesla stock to $618 a share from $623.</p><p><blockquote>多斯海默下调的目标价将分析师对特斯拉股票的平均预期从每股623美元下调至618美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d33672c951c9eacd352a94e2f02112b\" tg-width=\"977\" tg-height=\"642\"></p><p><blockquote></blockquote></p><p> Drops aren’t the norm recently. Tesla stock’s average analyst target price is up more than 830% from the start of 2018. The average analyst target price, however, has stopped rising since early February.</p><p><blockquote>最近跌倒并不常见。特斯拉股票的分析师平均目标价较2018年初上涨了830%以上。然而，分析师平均目标价自二月初以来已停止上涨。</blockquote></p><p> That’s also when bond yields started rising because of inflation fears. Higher bond yields hurt richly valued technology companies more than others for two reasons. Higher yields make it more costly to finance growth. It also reduces the present value of future cash flow. And growth companies generate most of their cash flow far in the future.</p><p><blockquote>这也是债券收益率因通胀担忧而开始上升的时候。债券收益率上升对估值高的科技公司的伤害比其他公司更大，原因有二。较高的收益率使得增长融资成本更高。它还减少了未来现金流的现值。成长型公司的大部分现金流是在遥远的未来产生的。</blockquote></p><p> Investors are looking for a catalyst to snap Tesla stock out of its recent range. First quarter earnings didn’t do it. Neither has the launch of the Plaid. Production from new facilities in Texas and Germany, due to start around year end 2021, as well as the new batteries, could be what investors need.</p><p><blockquote>投资者正在寻找snap·特斯拉股票走出近期区间的催化剂。第一季度的收益没有做到这一点。格子的推出也没有。德克萨斯州和德国的新工厂将于2021年底左右开始生产，以及新电池可能正是投资者所需要的。</blockquote></p><p> Of course, they also need EV demand to stay strong and for interest rates to stay in a low, stable range.</p><p><blockquote>当然，他们还需要电动汽车需求保持强劲，利率保持在较低、稳定的范围内。</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>Tesla Bull Cuts Price Target Because of Batteries. Shares Rise Anyway.<blockquote>特斯拉牛市因电池而下调目标价。无论如何，股价都会上涨。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Bull Cuts Price Target Because of Batteries. Shares Rise Anyway.<blockquote>特斯拉牛市因电池而下调目标价。无论如何，股价都会上涨。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-15 08:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A Tesla bull is a little less bullish Monday. Battery technology is the main reason.</p><p><blockquote>周一，特斯拉牛市的牛市不那么乐观。电池技术是主要原因。</blockquote></p><p> Canaccord analyst Jonathan Dorsheimer threw his Tesla (ticker: TSLA) target price into reverse Monday, cutting it to $812, down $162, or 17% from $974. He maintained his Buy rating though.</p><p><blockquote>Canaccord分析师Jonathan Dorsheimer周一将特斯拉（股票代码：TSLA）目标价下调至812美元，较974美元下跌162美元，即17%。不过，他维持买入评级。</blockquote></p><p> The cut isn’t having much impact on shares in Monday trading. Tesla stock is up about 1.3% to $618 a share. </p><p><blockquote>此次降息对周一交易的股价没有太大影响。特斯拉股价上涨约1.3%，至每股618美元。</blockquote></p><p> Even though he is still bullish on the company, Dorsheimer is wary about Tesla’s new batteries. In particular the larger 4680 cell design which promises better charge time, longer per-charge range and lower cost.</p><p><blockquote>尽管Dorsheimer仍然看好该公司，但他对特斯拉的新电池持谨慎态度。特别是更大的4680电池设计，保证了更好的充电时间、更长的每次充电范围和更低的成本。</blockquote></p><p> The 4680 refers to a cylindrical battery with a diameter of 46 millimeters and a length of 80 millimeters. Today’s Tesla’s have 2170 batteries. That’s 21 millimeter diameter and 70 millimeter length.</p><p><blockquote>4680是指直径46毫米、长度80毫米的圆柱形电池。今天的特斯拉有2170电池。直径21毫米，长度70毫米。</blockquote></p><p> Tesla recently started delivering its Model S Plaid vehicle, billed as the fastest production car ever built. It can go zero to 60 miles per hour in under 2 seconds. But it also canceled the Plaid+ which was going to have longer per-charge range partly because of the new battery design.</p><p><blockquote>特斯拉最近开始交付Model S Plaid汽车，被宣传为有史以来最快的量产车。它可以在2秒内从零加速到60英里/小时。但它也取消了Plaid+，该产品每次充电的续航里程将更长，部分原因是新的电池设计。</blockquote></p><p> Dorsheimer wrote that the Plaid+ “was reportedly going to be the first to feature the new 4680 cell design.” The cancellation “signals to us the new cell format isn’t ready for production just yet, and cell production capacity constraints for energy storage products like Powerwall remain.”</p><p><blockquote>Dorsheimer写道，Plaid+“据报道将是第一款采用新4680电池设计的产品。”此次取消“向我们表明，新的电池格式尚未准备好投入生产，Powerwall等储能产品的电池产能限制仍然存在。”</blockquote></p><p> If the batteries aren’t ready yet, that’s a problem. Better batteries are a competitive advantage for electric-vehicle makers. Lower costs also allow Tesla to either charge less or make more money per car. Lower prices can expand the pool of Tesla buyers. Better profits, of course, are cheered by investors. And any battery-supply constraints could impact Tesla vehicle deliveries down the road. Wall Street expects Tesla to deliver 800,000 to 900,000 cars in 2021, up from about 500,000 cars in 2020.</p><p><blockquote>如果电池还没准备好，那就有问题了。更好的电池是电动汽车制造商的竞争优势。较低的成本也使特斯拉每辆车的收费更低或赚更多的钱。较低的价格可以扩大特斯拉买家的数量。更好的利润当然会受到投资者的欢呼。任何电池供应限制都可能影响特斯拉汽车未来的交付。华尔街预计，特斯拉2021年将交付80万至90万辆汽车，高于2020年的约50万辆。</blockquote></p><p> Dorsheimer’s target-price cut lowered the analyst average for Tesla stock to $618 a share from $623.</p><p><blockquote>多斯海默下调的目标价将分析师对特斯拉股票的平均预期从每股623美元下调至618美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d33672c951c9eacd352a94e2f02112b\" tg-width=\"977\" tg-height=\"642\"></p><p><blockquote></blockquote></p><p> Drops aren’t the norm recently. Tesla stock’s average analyst target price is up more than 830% from the start of 2018. The average analyst target price, however, has stopped rising since early February.</p><p><blockquote>最近跌倒并不常见。特斯拉股票的分析师平均目标价较2018年初上涨了830%以上。然而，分析师平均目标价自二月初以来已停止上涨。</blockquote></p><p> That’s also when bond yields started rising because of inflation fears. Higher bond yields hurt richly valued technology companies more than others for two reasons. Higher yields make it more costly to finance growth. It also reduces the present value of future cash flow. And growth companies generate most of their cash flow far in the future.</p><p><blockquote>这也是债券收益率因通胀担忧而开始上升的时候。债券收益率上升对估值高的科技公司的伤害比其他公司更大，原因有二。较高的收益率使得增长融资成本更高。它还减少了未来现金流的现值。成长型公司的大部分现金流是在遥远的未来产生的。</blockquote></p><p> Investors are looking for a catalyst to snap Tesla stock out of its recent range. First quarter earnings didn’t do it. Neither has the launch of the Plaid. Production from new facilities in Texas and Germany, due to start around year end 2021, as well as the new batteries, could be what investors need.</p><p><blockquote>投资者正在寻找snap·特斯拉股票走出近期区间的催化剂。第一季度的收益没有做到这一点。格子的推出也没有。德克萨斯州和德国的新工厂将于2021年底左右开始生产，以及新电池可能正是投资者所需要的。</blockquote></p><p> Of course, they also need EV demand to stay strong and for interest rates to stay in a low, stable range.</p><p><blockquote>当然，他们还需要电动汽车需求保持强劲，利率保持在较低、稳定的范围内。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-bull-cuts-price-target-batteries-51623686363?mod=RTA\">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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-bull-cuts-price-target-batteries-51623686363?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131396369","content_text":"A Tesla bull is a little less bullish Monday. Battery technology is the main reason.\nCanaccord analyst Jonathan Dorsheimer threw his Tesla (ticker: TSLA) target price into reverse Monday, cutting it to $812, down $162, or 17% from $974. He maintained his Buy rating though.\nThe cut isn’t having much impact on shares in Monday trading. Tesla stock is up about 1.3% to $618 a share. \nEven though he is still bullish on the company, Dorsheimer is wary about Tesla’s new batteries. In particular the larger 4680 cell design which promises better charge time, longer per-charge range and lower cost.\nThe 4680 refers to a cylindrical battery with a diameter of 46 millimeters and a length of 80 millimeters. Today’s Tesla’s have 2170 batteries. That’s 21 millimeter diameter and 70 millimeter length.\nTesla recently started delivering its Model S Plaid vehicle, billed as the fastest production car ever built. It can go zero to 60 miles per hour in under 2 seconds. But it also canceled the Plaid+ which was going to have longer per-charge range partly because of the new battery design.\nDorsheimer wrote that the Plaid+ “was reportedly going to be the first to feature the new 4680 cell design.” The cancellation “signals to us the new cell format isn’t ready for production just yet, and cell production capacity constraints for energy storage products like Powerwall remain.”\nIf the batteries aren’t ready yet, that’s a problem. Better batteries are a competitive advantage for electric-vehicle makers. Lower costs also allow Tesla to either charge less or make more money per car. Lower prices can expand the pool of Tesla buyers. Better profits, of course, are cheered by investors. And any battery-supply constraints could impact Tesla vehicle deliveries down the road. Wall Street expects Tesla to deliver 800,000 to 900,000 cars in 2021, up from about 500,000 cars in 2020.\nDorsheimer’s target-price cut lowered the analyst average for Tesla stock to $618 a share from $623.\n\nDrops aren’t the norm recently. Tesla stock’s average analyst target price is up more than 830% from the start of 2018. The average analyst target price, however, has stopped rising since early February.\nThat’s also when bond yields started rising because of inflation fears. Higher bond yields hurt richly valued technology companies more than others for two reasons. Higher yields make it more costly to finance growth. It also reduces the present value of future cash flow. And growth companies generate most of their cash flow far in the future.\nInvestors are looking for a catalyst to snap Tesla stock out of its recent range. First quarter earnings didn’t do it. Neither has the launch of the Plaid. Production from new facilities in Texas and Germany, due to start around year end 2021, as well as the new batteries, could be what investors need.\nOf course, they also need EV demand to stay strong and for interest rates to stay in a low, stable range.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}