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JTWealth
JTWealth
·
2021-11-12
Good read, but take it with a pinch of salt
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JTWealth
JTWealth
·
2021-10-26
Tesla for the win
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JTWealth
JTWealth
·
2021-10-15
Not every earnings season is the same, and most forecast dun run true
This Earnings Season Was Supposed to Be Terrible. It’s Turning Out Pretty Good.<blockquote>这个财报季本来应该很糟糕。结果相当不错。</blockquote>
Earnings are beating estimates, stocks are soaring, and analysts are quickly raising numbers. The ag
This Earnings Season Was Supposed to Be Terrible. It’s Turning Out Pretty Good.<blockquote>这个财报季本来应该很糟糕。结果相当不错。</blockquote>
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JTWealth
JTWealth
·
2021-10-07
True investors would have a tough mentality and are able to ride out market volatility. The weaker ones would sell at a loss and suffer
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JTWealth
JTWealth
·
2021-10-06
$PLTR oh yeah!!
Palantir stock rallies 13% on $823 million Army contract<blockquote>Palantir股价因价值8.23亿美元的陆军合同而上涨13%</blockquote>
Palantir Technologies Inc. shares rallied in the extended session Tuesday after the data-software co
Palantir stock rallies 13% on $823 million Army contract<blockquote>Palantir股价因价值8.23亿美元的陆军合同而上涨13%</blockquote>
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JTWealth
JTWealth
·
2021-09-30
Well, a good read
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JTWealth
JTWealth
·
2021-09-30
Oh yeahhh
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JTWealth
JTWealth
·
2021-09-28
Aaple Ftw!
Apple Stock: The “Trick” That Can Push Share Price Higher<blockquote>苹果股票:能推高股价的“绝招”</blockquote>
Corporate America continues to aggressively buy their own shares, following a pullback in activity d
Apple Stock: The “Trick” That Can Push Share Price Higher<blockquote>苹果股票:能推高股价的“绝招”</blockquote>
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JTWealth
JTWealth
·
2021-09-27
Duolingo is worth a look
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JTWealth
JTWealth
·
2021-09-26
What did i just see?? Wow
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win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852098147","repostId":"2178471618","repostType":4,"isVote":1,"tweetType":1,"viewCount":2611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824103123,"gmtCreate":1634285830465,"gmtModify":1634285830574,"author":{"id":"3585005453956722","authorId":"3585005453956722","name":"JTWealth","avatar":"https://static.tigerbbs.com/b210c979fe489ad571406208c0ccd5d9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585005453956722","idStr":"3585005453956722"},"themes":[],"htmlText":"Not every earnings season is the same, and most forecast dun run true","listText":"Not every earnings season is the same, and most forecast dun run true","text":"Not every earnings season is the same, and most forecast dun run 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It’s Turning Out Pretty Good.<blockquote>这个财报季本来应该很糟糕。结果相当不错。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123139232","media":"Barrons","summary":"Earnings are beating estimates, stocks are soaring, and analysts are quickly raising numbers.\nThe ag","content":"<p> Earnings are beating estimates, stocks are soaring, and analysts are quickly raising numbers.</p><p><blockquote>盈利超出预期,股市飙升,分析师也在迅速提高数据。</blockquote></p><p> The aggregate earnings per share result on the S&P 500 had beaten estimates by 11.7% coming into Thursday, according to Credit Suisse. Almost three quarters of companies reporting so far have posted better-then-expected numbers.</p><p><blockquote>据瑞士信贷称,截至周四,标普500的每股收益总额超出预期11.7%。迄今为止,近四分之三的公司公布的数据好于预期。</blockquote></p><p> The surprisingly robust profits underscore that analysts still are getting a handle on the economy as it continues to recover from the Covid-19 pandemic. A year ago, many companies were being ravaged by lockdowns.</p><p><blockquote>令人惊讶的强劲利润突显出,随着经济继续从Covid-19大流行中复苏,分析师仍在掌控经济。一年前,许多公司正遭受封锁的蹂躏。</blockquote></p><p> Now many are seeing surging revenue and net income. Sales and EPS on the S&P 500 this quarter are currently expected to rise about 14% and 26% year-over-year, respectively.</p><p><blockquote>现在,许多人都看到了收入和净利润的飙升。目前预计本季度标普500的销售额和每股收益将分别同比增长约14%和26%。</blockquote></p><p> Earnings this quarter weren’t supposed to be this good. The market was expecting lesser earnings beats, just 4% above estimates as recently as Tuesday. After all, analysts have already revised earnings estimates up significantly this year, as companies were beating by more than 15% earlier in the year. Plus, supply chain constraints and labor shortages are bringing costs higher for companies.</p><p><blockquote>本季度的盈利不应该这么好。市场此前预计盈利将低于预期,仅比周二的预期高出4%。毕竟,分析师已经大幅上调了今年的盈利预期,因为今年早些时候公司的盈利预期超过了15%。此外,供应链限制和劳动力短缺正在给企业带来更高的成本。</blockquote></p><p> To be sure, a big reason earnings are outperforming are the financials, which had beaten estimates by 22% into Thursday.Banks have posted impressive results all week. Still, even excluding financials, S&P 500 companies were beating profit forecasts by about 5% as of Thursday morning.</p><p><blockquote>可以肯定的是,盈利表现优于大盘的一个重要原因是金融股,截至周四,金融股已超出预期22%。银行本周公布了令人印象深刻的业绩。尽管如此,即使不包括金融股,截至周四上午,标普500公司的利润仍超出预期约5%。</blockquote></p><p> Share prices are being lifted by the earnings beats.Citigroup (C), Morgan Stanley (MS) and Bank of America (BAC) were all up between 0.7% and 4.5% after earnings, as these banks freed up billions of dollars each that had previously been reserved to absorb potential loan losses. Elsewhere, Domino’s Pizza (DPZ) and Walgreens Boots Alliance (WBA) beat profit expectations, with their stocks rising 0.6% and 7.4%, respectively.Fastenal (FAST) beat estimates and saw its stock rise 3% after earnings. Key to its story: Analysts said the company raised prices enough to offset higher transportation and product costs.</p><p><blockquote>股价因财报上涨而上涨。花旗集团(C)、摩根士丹利(MS)和美国银行(BAC)公布财报后均上涨0.7%至4.5%,因为这些银行各自释放了数十亿美元的资金,这些资金此前一直用于吸收潜在的贷款损失。其他方面,达美乐披萨(DPZ)和沃尔格林博姿联盟(WBA)的利润超出预期,股价分别上涨0.6%和7.4%。Fastenal(FAST)超出预期,财报公布后股价上涨3%。其故事的关键是:分析师表示,该公司提高了价格,足以抵消更高的运输和产品成本。</blockquote></p><p> It isn’t just companies reporting earnings that investors are rewarding — the broader market is slipping into relief-rally mode. The S&P 500 rose 1.7%. While less than a tenth of companies on the index will have reported by the end of this week, more than 90% of its stocks were rallying Thursday, according to FactSet. Investors seem to be anticipating that earnings will be stronger for companies that haven’t reported yet.</p><p><blockquote>投资者获得回报的不仅仅是公司公布收益——更广泛的市场正在滑入缓解反弹模式。标普500上涨1.7%。FactSet的数据显示,虽然该指数中只有不到十分之一的公司将在本周末公布财报,但周四超过90%的股票上涨。投资者似乎预计尚未公布财报的公司的盈利将会更强劲。</blockquote></p><p> Going forward, investors will still have to keep a close eye on profit margins. Supply and labor limitations are still a concern — and not every company is like Fastenal. “The focus remains on margin sustainability in this era of rapidly-rising costs,” writes Christopher Harvey, head of equity strategy at Wells Fargo.</p><p><blockquote>展望未来,投资者仍需密切关注利润率。供应和劳动力限制仍然是一个问题——而且并非每家公司都像Fastenal一样。富国银行股票策略主管克里斯托弗·哈维写道:“在这个成本快速上升的时代,重点仍然是利润率的可持续性。”</blockquote></p><p> The point is that earnings look fine — so far.</p><p><blockquote>关键是,到目前为止,盈利看起来不错。</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>This Earnings Season Was Supposed to Be Terrible. 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It’s Turning Out Pretty Good.<blockquote>这个财报季本来应该很糟糕。结果相当不错。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-15 15:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Earnings are beating estimates, stocks are soaring, and analysts are quickly raising numbers.</p><p><blockquote>盈利超出预期,股市飙升,分析师也在迅速提高数据。</blockquote></p><p> The aggregate earnings per share result on the S&P 500 had beaten estimates by 11.7% coming into Thursday, according to Credit Suisse. Almost three quarters of companies reporting so far have posted better-then-expected numbers.</p><p><blockquote>据瑞士信贷称,截至周四,标普500的每股收益总额超出预期11.7%。迄今为止,近四分之三的公司公布的数据好于预期。</blockquote></p><p> The surprisingly robust profits underscore that analysts still are getting a handle on the economy as it continues to recover from the Covid-19 pandemic. A year ago, many companies were being ravaged by lockdowns.</p><p><blockquote>令人惊讶的强劲利润突显出,随着经济继续从Covid-19大流行中复苏,分析师仍在掌控经济。一年前,许多公司正遭受封锁的蹂躏。</blockquote></p><p> Now many are seeing surging revenue and net income. Sales and EPS on the S&P 500 this quarter are currently expected to rise about 14% and 26% year-over-year, respectively.</p><p><blockquote>现在,许多人都看到了收入和净利润的飙升。目前预计本季度标普500的销售额和每股收益将分别同比增长约14%和26%。</blockquote></p><p> Earnings this quarter weren’t supposed to be this good. The market was expecting lesser earnings beats, just 4% above estimates as recently as Tuesday. After all, analysts have already revised earnings estimates up significantly this year, as companies were beating by more than 15% earlier in the year. Plus, supply chain constraints and labor shortages are bringing costs higher for companies.</p><p><blockquote>本季度的盈利不应该这么好。市场此前预计盈利将低于预期,仅比周二的预期高出4%。毕竟,分析师已经大幅上调了今年的盈利预期,因为今年早些时候公司的盈利预期超过了15%。此外,供应链限制和劳动力短缺正在给企业带来更高的成本。</blockquote></p><p> To be sure, a big reason earnings are outperforming are the financials, which had beaten estimates by 22% into Thursday.Banks have posted impressive results all week. Still, even excluding financials, S&P 500 companies were beating profit forecasts by about 5% as of Thursday morning.</p><p><blockquote>可以肯定的是,盈利表现优于大盘的一个重要原因是金融股,截至周四,金融股已超出预期22%。银行本周公布了令人印象深刻的业绩。尽管如此,即使不包括金融股,截至周四上午,标普500公司的利润仍超出预期约5%。</blockquote></p><p> Share prices are being lifted by the earnings beats.Citigroup (C), Morgan Stanley (MS) and Bank of America (BAC) were all up between 0.7% and 4.5% after earnings, as these banks freed up billions of dollars each that had previously been reserved to absorb potential loan losses. Elsewhere, Domino’s Pizza (DPZ) and Walgreens Boots Alliance (WBA) beat profit expectations, with their stocks rising 0.6% and 7.4%, respectively.Fastenal (FAST) beat estimates and saw its stock rise 3% after earnings. Key to its story: Analysts said the company raised prices enough to offset higher transportation and product costs.</p><p><blockquote>股价因财报上涨而上涨。花旗集团(C)、摩根士丹利(MS)和美国银行(BAC)公布财报后均上涨0.7%至4.5%,因为这些银行各自释放了数十亿美元的资金,这些资金此前一直用于吸收潜在的贷款损失。其他方面,达美乐披萨(DPZ)和沃尔格林博姿联盟(WBA)的利润超出预期,股价分别上涨0.6%和7.4%。Fastenal(FAST)超出预期,财报公布后股价上涨3%。其故事的关键是:分析师表示,该公司提高了价格,足以抵消更高的运输和产品成本。</blockquote></p><p> It isn’t just companies reporting earnings that investors are rewarding — the broader market is slipping into relief-rally mode. The S&P 500 rose 1.7%. While less than a tenth of companies on the index will have reported by the end of this week, more than 90% of its stocks were rallying Thursday, according to FactSet. Investors seem to be anticipating that earnings will be stronger for companies that haven’t reported yet.</p><p><blockquote>投资者获得回报的不仅仅是公司公布收益——更广泛的市场正在滑入缓解反弹模式。标普500上涨1.7%。FactSet的数据显示,虽然该指数中只有不到十分之一的公司将在本周末公布财报,但周四超过90%的股票上涨。投资者似乎预计尚未公布财报的公司的盈利将会更强劲。</blockquote></p><p> Going forward, investors will still have to keep a close eye on profit margins. Supply and labor limitations are still a concern — and not every company is like Fastenal. “The focus remains on margin sustainability in this era of rapidly-rising costs,” writes Christopher Harvey, head of equity strategy at Wells Fargo.</p><p><blockquote>展望未来,投资者仍需密切关注利润率。供应和劳动力限制仍然是一个问题——而且并非每家公司都像Fastenal一样。富国银行股票策略主管克里斯托弗·哈维写道:“在这个成本快速上升的时代,重点仍然是利润率的可持续性。”</blockquote></p><p> The point is that earnings look fine — so far.</p><p><blockquote>关键是,到目前为止,盈利看起来不错。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/this-earnings-season-was-supposed-to-be-terrible-its-turning-out-pretty-good-51634242091?mod=hp_LEAD_1\">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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/this-earnings-season-was-supposed-to-be-terrible-its-turning-out-pretty-good-51634242091?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123139232","content_text":"Earnings are beating estimates, stocks are soaring, and analysts are quickly raising numbers.\nThe aggregate earnings per share result on the S&P 500 had beaten estimates by 11.7% coming into Thursday, according to Credit Suisse. Almost three quarters of companies reporting so far have posted better-then-expected numbers.\nThe surprisingly robust profits underscore that analysts still are getting a handle on the economy as it continues to recover from the Covid-19 pandemic. A year ago, many companies were being ravaged by lockdowns.\nNow many are seeing surging revenue and net income. Sales and EPS on the S&P 500 this quarter are currently expected to rise about 14% and 26% year-over-year, respectively.\nEarnings this quarter weren’t supposed to be this good. The market was expecting lesser earnings beats, just 4% above estimates as recently as Tuesday. After all, analysts have already revised earnings estimates up significantly this year, as companies were beating by more than 15% earlier in the year. Plus, supply chain constraints and labor shortages are bringing costs higher for companies.\nTo be sure, a big reason earnings are outperforming are the financials, which had beaten estimates by 22% into Thursday.Banks have posted impressive results all week. Still, even excluding financials, S&P 500 companies were beating profit forecasts by about 5% as of Thursday morning.\nShare prices are being lifted by the earnings beats.Citigroup (C), Morgan Stanley (MS) and Bank of America (BAC) were all up between 0.7% and 4.5% after earnings, as these banks freed up billions of dollars each that had previously been reserved to absorb potential loan losses. Elsewhere, Domino’s Pizza (DPZ) and Walgreens Boots Alliance (WBA) beat profit expectations, with their stocks rising 0.6% and 7.4%, respectively.Fastenal (FAST) beat estimates and saw its stock rise 3% after earnings. Key to its story: Analysts said the company raised prices enough to offset higher transportation and product costs.\nIt isn’t just companies reporting earnings that investors are rewarding — the broader market is slipping into relief-rally mode. The S&P 500 rose 1.7%. While less than a tenth of companies on the index will have reported by the end of this week, more than 90% of its stocks were rallying Thursday, according to FactSet. Investors seem to be anticipating that earnings will be stronger for companies that haven’t reported yet.\nGoing forward, investors will still have to keep a close eye on profit margins. Supply and labor limitations are still a concern — and not every company is like Fastenal. “The focus remains on margin sustainability in this era of rapidly-rising costs,” writes Christopher Harvey, head of equity strategy at Wells Fargo.\nThe point is that earnings look fine — so far.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829759350,"gmtCreate":1633561143304,"gmtModify":1633561143508,"author":{"id":"3585005453956722","authorId":"3585005453956722","name":"JTWealth","avatar":"https://static.tigerbbs.com/b210c979fe489ad571406208c0ccd5d9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585005453956722","idStr":"3585005453956722"},"themes":[],"htmlText":"True investors would have a tough mentality and are able to ride out market volatility. The weaker ones would sell at a loss and suffer","listText":"True investors would have a tough mentality and are able to ride out market volatility. The weaker ones would sell at a loss and suffer","text":"True investors would have a tough mentality and are able to ride out market volatility. The weaker ones would sell at a loss and suffer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/829759350","repostId":"2173917919","repostType":4,"isVote":1,"tweetType":1,"viewCount":2172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829323220,"gmtCreate":1633475890050,"gmtModify":1633475955035,"author":{"id":"3585005453956722","authorId":"3585005453956722","name":"JTWealth","avatar":"https://static.tigerbbs.com/b210c979fe489ad571406208c0ccd5d9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585005453956722","idStr":"3585005453956722"},"themes":[],"htmlText":"$PLTR oh yeah!!","listText":"$PLTR oh yeah!!","text":"$PLTR oh yeah!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829323220","repostId":"1194519706","repostType":4,"repost":{"id":"1194519706","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":1633474388,"share":"https://www.laohu8.com/m/news/1194519706?lang=zh_CN&edition=full","pubTime":"2021-10-06 06:53","market":"us","language":"en","title":"Palantir stock rallies 13% on $823 million Army contract<blockquote>Palantir股价因价值8.23亿美元的陆军合同而上涨13%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194519706","media":"Tiger Newspress","summary":"Palantir Technologies Inc. shares rallied in the extended session Tuesday after the data-software co","content":"<p>Palantir Technologies Inc. shares rallied in the extended session Tuesday after the data-software company said it was selected for a U.S. Army intelligence program contract. Palantir shares surged 13% after hours, following a 0.2% rise to close at $23.21.</p><p><blockquote>数据软件公司Palantir Technologies Inc.表示被选为美国上市公司后,该公司股价周二在延长交易时段上涨。陆军情报项目合同。Palantir股价盘后飙升13%,此前上涨0.2%,收于23.21美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1343e5e0bb5b0de52556fa7f10c66fe0\" tg-width=\"850\" tg-height=\"624\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Palantir Technologies Inc. announced it has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to deliver the Army’s Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.</p><p><blockquote>Palantir Technologies Inc.宣布已被美国陆军情报系统和分析项目经理选中,为Capability Drop 2(CD-2)项目提供陆军情报数据结构和分析基础。</blockquote></p><p> Palantir was selected to progress to the next phase of the Army’s competitive $823m indefinite delivery, indefinite quantity (IDIQ) contract. After collaborating with the Army on a successful “Test, Fix, Test” process, Palantir will support the Army as they proceed through final testing and fielding.</p><p><blockquote>Palantir被选中进入陆军具有竞争力的8.23亿美元无限期交付、无限期数量(IDIQ)合同的下一阶段。在与陆军合作成功完成“测试、修复、测试”流程后,Palantir将在陆军进行最终测试和部署时为他们提供支持。</blockquote></p><p> Palantir will deploy the Palantir Gotham Platform to support Army Intelligence users worldwide with a globally federated Intelligence data fabric and analytics platform spanning multiple security classifications. This capability will field modern data integration, correlation, fusion, and analytic capabilities that prepare the Army for the next fight against emerging near peer threats.</p><p><blockquote>Palantir将部署Palantir Gotham平台,通过跨越多个安全分类的全球联合情报数据结构和分析平台为全球陆军情报用户提供支持。这种能力将部署现代数据集成、关联、融合和分析能力,为陆军下一场对抗新出现的对等威胁的战斗做好准备。</blockquote></p><p> The Gotham platform is an operating system for defense decision making and is specifically designed to connect the dots between disparate sources. The Army Intelligence community will use this capability to modernize their data foundation by migrating legacy programs to CD-2. The Army will also use CD-2 to serve as an enabler for future modernization efforts supporting Joint All Domain Operations.</p><p><blockquote>哥谭平台是一个用于国防决策的操作系统,专门设计用于连接不同来源之间的点。陆军情报界将利用这一能力,通过将遗留程序迁移到CD-2来实现其数据基础的现代化。陆军还将使用CD-2作为未来现代化工作的推动者,支持联合全域作战。</blockquote></p><p> CD-2 is one of several efforts Palantir is working on with PEO IEW&S to modernize the Army’s intelligence enterprise, alongside Capability Drop 1 (CD-1) and the Tactical Intelligence Targeting Access Node (TITAN) programs.</p><p><blockquote>CD-2是Palantir与PEO IEW&S合作实现陆军情报企业现代化的多项工作之一,此外还有Capability Drop 1(CD-1)和战术情报目标接入节点(TITAN)计划。</blockquote></p><p> “We look forward to the continued partnership with PEO IEW&S and the Army’s Intelligence Community in providing new and exciting technology that help them in their modernization efforts,” said Doug Philippone, Palantir’s Global Defense Lead.</p><p><blockquote>Palantir全球国防负责人Doug Philippone表示:“我们期待与PEO IEW&S和陆军情报界继续合作,提供令人兴奋的新技术,帮助他们实现现代化。”</blockquote></p><p> <b>About Palantir Technologies</b></p><p><blockquote><b>关于Palantir技术</b></blockquote></p><p> Palantir Technologies is a software company that builds enterprise data platforms for use by organizations with complex and sensitive data environments. From building safer cars and planes, to discovering new drugs and combating terrorism, Palantir helps customers across the public, private, and nonprofit sectors transform the way they use their data.</p><p><blockquote>Palantir Technologies是一家软件公司,致力于构建企业数据平台,供具有复杂和敏感数据环境的组织使用。从制造更安全的汽车和飞机,到发现新药和打击恐怖主义,Palantir帮助公共、私营和非营利部门的客户转变他们使用数据的方式。</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>Palantir stock rallies 13% on $823 million Army contract<blockquote>Palantir股价因价值8.23亿美元的陆军合同而上涨13%</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\">\nPalantir stock rallies 13% on $823 million Army contract<blockquote>Palantir股价因价值8.23亿美元的陆军合同而上涨13%</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\">2021-10-06 06:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Palantir Technologies Inc. shares rallied in the extended session Tuesday after the data-software company said it was selected for a U.S. Army intelligence program contract. Palantir shares surged 13% after hours, following a 0.2% rise to close at $23.21.</p><p><blockquote>数据软件公司Palantir Technologies Inc.表示被选为美国上市公司后,该公司股价周二在延长交易时段上涨。陆军情报项目合同。Palantir股价盘后飙升13%,此前上涨0.2%,收于23.21美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1343e5e0bb5b0de52556fa7f10c66fe0\" tg-width=\"850\" tg-height=\"624\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Palantir Technologies Inc. announced it has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to deliver the Army’s Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.</p><p><blockquote>Palantir Technologies Inc.宣布已被美国陆军情报系统和分析项目经理选中,为Capability Drop 2(CD-2)项目提供陆军情报数据结构和分析基础。</blockquote></p><p> Palantir was selected to progress to the next phase of the Army’s competitive $823m indefinite delivery, indefinite quantity (IDIQ) contract. After collaborating with the Army on a successful “Test, Fix, Test” process, Palantir will support the Army as they proceed through final testing and fielding.</p><p><blockquote>Palantir被选中进入陆军具有竞争力的8.23亿美元无限期交付、无限期数量(IDIQ)合同的下一阶段。在与陆军合作成功完成“测试、修复、测试”流程后,Palantir将在陆军进行最终测试和部署时为他们提供支持。</blockquote></p><p> Palantir will deploy the Palantir Gotham Platform to support Army Intelligence users worldwide with a globally federated Intelligence data fabric and analytics platform spanning multiple security classifications. This capability will field modern data integration, correlation, fusion, and analytic capabilities that prepare the Army for the next fight against emerging near peer threats.</p><p><blockquote>Palantir将部署Palantir Gotham平台,通过跨越多个安全分类的全球联合情报数据结构和分析平台为全球陆军情报用户提供支持。这种能力将部署现代数据集成、关联、融合和分析能力,为陆军下一场对抗新出现的对等威胁的战斗做好准备。</blockquote></p><p> The Gotham platform is an operating system for defense decision making and is specifically designed to connect the dots between disparate sources. The Army Intelligence community will use this capability to modernize their data foundation by migrating legacy programs to CD-2. The Army will also use CD-2 to serve as an enabler for future modernization efforts supporting Joint All Domain Operations.</p><p><blockquote>哥谭平台是一个用于国防决策的操作系统,专门设计用于连接不同来源之间的点。陆军情报界将利用这一能力,通过将遗留程序迁移到CD-2来实现其数据基础的现代化。陆军还将使用CD-2作为未来现代化工作的推动者,支持联合全域作战。</blockquote></p><p> CD-2 is one of several efforts Palantir is working on with PEO IEW&S to modernize the Army’s intelligence enterprise, alongside Capability Drop 1 (CD-1) and the Tactical Intelligence Targeting Access Node (TITAN) programs.</p><p><blockquote>CD-2是Palantir与PEO IEW&S合作实现陆军情报企业现代化的多项工作之一,此外还有Capability Drop 1(CD-1)和战术情报目标接入节点(TITAN)计划。</blockquote></p><p> “We look forward to the continued partnership with PEO IEW&S and the Army’s Intelligence Community in providing new and exciting technology that help them in their modernization efforts,” said Doug Philippone, Palantir’s Global Defense Lead.</p><p><blockquote>Palantir全球国防负责人Doug Philippone表示:“我们期待与PEO IEW&S和陆军情报界继续合作,提供令人兴奋的新技术,帮助他们实现现代化。”</blockquote></p><p> <b>About Palantir Technologies</b></p><p><blockquote><b>关于Palantir技术</b></blockquote></p><p> Palantir Technologies is a software company that builds enterprise data platforms for use by organizations with complex and sensitive data environments. From building safer cars and planes, to discovering new drugs and combating terrorism, Palantir helps customers across the public, private, and nonprofit sectors transform the way they use their data.</p><p><blockquote>Palantir Technologies是一家软件公司,致力于构建企业数据平台,供具有复杂和敏感数据环境的组织使用。从制造更安全的汽车和飞机,到发现新药和打击恐怖主义,Palantir帮助公共、私营和非营利部门的客户转变他们使用数据的方式。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194519706","content_text":"Palantir Technologies Inc. shares rallied in the extended session Tuesday after the data-software company said it was selected for a U.S. Army intelligence program contract. Palantir shares surged 13% after hours, following a 0.2% rise to close at $23.21.\n\nPalantir Technologies Inc. announced it has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to deliver the Army’s Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nPalantir was selected to progress to the next phase of the Army’s competitive $823m indefinite delivery, indefinite quantity (IDIQ) contract. After collaborating with the Army on a successful “Test, Fix, Test” process, Palantir will support the Army as they proceed through final testing and fielding.\nPalantir will deploy the Palantir Gotham Platform to support Army Intelligence users worldwide with a globally federated Intelligence data fabric and analytics platform spanning multiple security classifications. This capability will field modern data integration, correlation, fusion, and analytic capabilities that prepare the Army for the next fight against emerging near peer threats.\nThe Gotham platform is an operating system for defense decision making and is specifically designed to connect the dots between disparate sources. The Army Intelligence community will use this capability to modernize their data foundation by migrating legacy programs to CD-2. The Army will also use CD-2 to serve as an enabler for future modernization efforts supporting Joint All Domain Operations.\nCD-2 is one of several efforts Palantir is working on with PEO IEW&S to modernize the Army’s intelligence enterprise, alongside Capability Drop 1 (CD-1) and the Tactical Intelligence Targeting Access Node (TITAN) programs.\n“We look forward to the continued partnership with PEO IEW&S and the Army’s Intelligence Community in providing new and exciting technology that help them in their modernization efforts,” said Doug Philippone, Palantir’s Global Defense Lead.\nAbout Palantir Technologies\nPalantir Technologies is a software company that builds enterprise data platforms for use by organizations with complex and sensitive data environments. From building safer cars and planes, to discovering new drugs and combating terrorism, Palantir helps customers across the public, private, and nonprofit sectors transform the way they use their data.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865402199,"gmtCreate":1633008831674,"gmtModify":1633008831859,"author":{"id":"3585005453956722","authorId":"3585005453956722","name":"JTWealth","avatar":"https://static.tigerbbs.com/b210c979fe489ad571406208c0ccd5d9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585005453956722","idStr":"3585005453956722"},"themes":[],"htmlText":"Well, a good read","listText":"Well, a good read","text":"Well, a good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865402199","repostId":"2171986054","repostType":4,"isVote":1,"tweetType":1,"viewCount":2183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865406495,"gmtCreate":1633008797466,"gmtModify":1633008798660,"author":{"id":"3585005453956722","authorId":"3585005453956722","name":"JTWealth","avatar":"https://static.tigerbbs.com/b210c979fe489ad571406208c0ccd5d9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585005453956722","idStr":"3585005453956722"},"themes":[],"htmlText":"Oh yeahhh","listText":"Oh yeahhh","text":"Oh yeahhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865406495","repostId":"1190243332","repostType":4,"isVote":1,"tweetType":1,"viewCount":2384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866288127,"gmtCreate":1632785111769,"gmtModify":1632797903233,"author":{"id":"3585005453956722","authorId":"3585005453956722","name":"JTWealth","avatar":"https://static.tigerbbs.com/b210c979fe489ad571406208c0ccd5d9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585005453956722","idStr":"3585005453956722"},"themes":[],"htmlText":"Aaple Ftw!","listText":"Aaple Ftw!","text":"Aaple Ftw!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866288127","repostId":"1143344359","repostType":4,"repost":{"id":"1143344359","kind":"news","pubTimestamp":1632727246,"share":"https://www.laohu8.com/m/news/1143344359?lang=zh_CN&edition=full","pubTime":"2021-09-27 15:20","market":"us","language":"en","title":"Apple Stock: The “Trick” That Can Push Share Price Higher<blockquote>苹果股票:能推高股价的“绝招”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143344359","media":"TheStreet","summary":"Corporate America continues to aggressively buy their own shares, following a pullback in activity d","content":"<p>Corporate America continues to aggressively buy their own shares, following a pullback in activity during the pandemic. This is how Apple stock investors should benefit.</p><p><blockquote>继疫情期间活动回落后,美国企业界继续积极购买自己的股票。这就是苹果股票投资者应该受益的方式。</blockquote></p><p> S&P Dow Jones Indices has reported that US-based companies continue to invest heavily in… their own stock. Share buybacks in Q2 has risen nearly 12% sequentially and 124% YOY. This is a strong rebound from the post-COVID period of uncertainty that led to a temporary reduction in repurchase activity.</p><p><blockquote>标准普尔道琼斯指数报告称,美国公司继续大力投资……他们自己的股票。第二季度股票回购量环比增长近12%,同比增长124%。这是从导致回购活动暂时减少的后新冠疫情不确定性时期的强劲反弹。</blockquote></p><p> This is a reminder for Apple stock investors that the Cupertino company’s share price can continue to benefit from stock buybacks. The Apple Maven recaps why this might be the case.</p><p><blockquote>这提醒苹果股票投资者,库比蒂诺公司的股价可以继续受益于股票回购。苹果专家概述了为什么会出现这种情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Apple’s “secret sauce”</b></p><p><blockquote><b>苹果的“秘制酱料”</b></blockquote></p><p> A bit over a year ago,I talked about one of Apple’s tricks to driving share price higher in the past decade. “Tenfold in ten years” was possible not merely because of robust business fundamentals. Sure, the popularity of the iPhone and success of iPad contributed greatly to compelling stock performance. But share repurchase was also an important piece of the puzzle.</p><p><blockquote>一年多前,我谈到了苹果在过去十年中推动股价上涨的技巧之一。“十年十倍”之所以成为可能,不仅仅是因为稳健的业务基本面。当然,iPhone的流行和iPad的成功极大地促进了引人注目的股票表现。但股票回购也是这个难题的重要组成部分。</blockquote></p><p> Think about it: since 2011, Apple’s net income grew an impressive 190%. But at the same time, EPS (earnings per share) shot up by 325% over the same period. This “net income leverage” effect was only possible because share count was slashed by around 30% between 2013 and 2020. See chart below, which was published in June 2020 and not adjusted for the most recent stock split.</p><p><blockquote>想想看:自2011年以来,苹果的净利润增长了令人印象深刻的190%。但与此同时,EPS(每股收益)同期飙升325%。这种“净利润杠杆”效应之所以成为可能,是因为2013年至2020年间股票数量削减了约30%。请参阅下图,该图表于2020年6月发布,未根据最近的股票分割进行调整。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10126c1a8a7f21648f44ba54c038c518\" tg-width=\"656\" tg-height=\"352\" width=\"100%\" height=\"auto\"><span>Figure 2: Apple's net cash & shares outstanding since 2011.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:苹果自2011年以来的净现金和已发行股票。</span></p></blockquote></p><p> In the S&P’s most recent report, Apple was cited as the leader of the pack in stock buybacks by “not only spending the most of any [company], but its Q2 expenditure ranked second highest in S&P history”. The Cupertino company seems highly committed to supporting its stock, which should be a bullish sign.</p><p><blockquote>在标准普尔最近的报告中,苹果被认为是股票回购的领导者,因为“不仅是所有[公司]中支出最多的,而且其第二季度支出在标准普尔历史上排名第二”。这家库比蒂诺公司似乎高度致力于支持其股票,这应该是一个看涨信号。</blockquote></p><p> <b>Apple Maven’s take: quick math</b></p><p><blockquote><b>苹果·梅文的观点:快速数学</b></blockquote></p><p> Continuing to retire shares is, in my view, a crucial tenet of the investment thesis on AAPL stock – and Apple’s management team seems to agree. Year-to-date, the Cupertino company has spent $66.2 billion on repurchases, 20% more than in fiscal 2020. The figure is massive, as it has represented nearly 90% of the free cash flow that Apple has produced in fiscal 2021 so far.</p><p><blockquote>在我看来,继续回购股票是苹果公司股票投资理论的一个重要原则——苹果的管理团队似乎也同意这一点。今年迄今为止,这家库比蒂诺公司已花费662亿美元用于回购,比2020财年增加了20%。这个数字是巨大的,因为它代表了苹果2021财年迄今为止产生的自由现金流的近90%。</blockquote></p><p> At this pace, and assuming a share price of $150 apiece, Apple can retire around 600 million shares per year going forward, or just short of 4% of the total number of shares outstanding annually. Give it five years, and Apple’s share count could drop by almost 20%.</p><p><blockquote>按照这个速度,假设每股股价为150美元,苹果未来每年可以退役约6亿股,略低于每年已发行股票总数的4%。五年后,苹果的股票数量可能会下降近20%。</blockquote></p><p> Think of the EPS calculation, which is net income divided by shares outstanding. Repurchases alone can boost Apple’s bottom line quite substantially. Assuming the stock’s P/E valuation does not change, it is fair to say, roughly, that AAPL stock can rise some 20% by 2026 due to buybacks alone.</p><p><blockquote>想想每股收益的计算,即净利润除以已发行股票。仅回购就可以大幅提高苹果的利润。假设该股的市盈率估值不变,粗略地说,仅由于回购,AAPL股价到2026年就可以上涨约20%。</blockquote></p><p> For this reason and given the recent reports of a pickup in share repurchase activity across Corporate America, Apple investors have good reasons to be optimistic about share price performance.</p><p><blockquote>出于这个原因,并鉴于最近有报道称美国企业界股票回购活动有所增加,苹果投资者有充分的理由对股价表现持乐观态度。</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>Apple Stock: The “Trick” That Can Push Share Price Higher<blockquote>苹果股票:能推高股价的“绝招”</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\">\nApple Stock: The “Trick” That Can Push Share Price Higher<blockquote>苹果股票:能推高股价的“绝招”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-09-27 15:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Corporate America continues to aggressively buy their own shares, following a pullback in activity during the pandemic. This is how Apple stock investors should benefit.</p><p><blockquote>继疫情期间活动回落后,美国企业界继续积极购买自己的股票。这就是苹果股票投资者应该受益的方式。</blockquote></p><p> S&P Dow Jones Indices has reported that US-based companies continue to invest heavily in… their own stock. Share buybacks in Q2 has risen nearly 12% sequentially and 124% YOY. This is a strong rebound from the post-COVID period of uncertainty that led to a temporary reduction in repurchase activity.</p><p><blockquote>标准普尔道琼斯指数报告称,美国公司继续大力投资……他们自己的股票。第二季度股票回购量环比增长近12%,同比增长124%。这是从导致回购活动暂时减少的后新冠疫情不确定性时期的强劲反弹。</blockquote></p><p> This is a reminder for Apple stock investors that the Cupertino company’s share price can continue to benefit from stock buybacks. The Apple Maven recaps why this might be the case.</p><p><blockquote>这提醒苹果股票投资者,库比蒂诺公司的股价可以继续受益于股票回购。苹果专家概述了为什么会出现这种情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Apple’s “secret sauce”</b></p><p><blockquote><b>苹果的“秘制酱料”</b></blockquote></p><p> A bit over a year ago,I talked about one of Apple’s tricks to driving share price higher in the past decade. “Tenfold in ten years” was possible not merely because of robust business fundamentals. Sure, the popularity of the iPhone and success of iPad contributed greatly to compelling stock performance. But share repurchase was also an important piece of the puzzle.</p><p><blockquote>一年多前,我谈到了苹果在过去十年中推动股价上涨的技巧之一。“十年十倍”之所以成为可能,不仅仅是因为稳健的业务基本面。当然,iPhone的流行和iPad的成功极大地促进了引人注目的股票表现。但股票回购也是这个难题的重要组成部分。</blockquote></p><p> Think about it: since 2011, Apple’s net income grew an impressive 190%. But at the same time, EPS (earnings per share) shot up by 325% over the same period. This “net income leverage” effect was only possible because share count was slashed by around 30% between 2013 and 2020. See chart below, which was published in June 2020 and not adjusted for the most recent stock split.</p><p><blockquote>想想看:自2011年以来,苹果的净利润增长了令人印象深刻的190%。但与此同时,EPS(每股收益)同期飙升325%。这种“净利润杠杆”效应之所以成为可能,是因为2013年至2020年间股票数量削减了约30%。请参阅下图,该图表于2020年6月发布,未根据最近的股票分割进行调整。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10126c1a8a7f21648f44ba54c038c518\" tg-width=\"656\" tg-height=\"352\" width=\"100%\" height=\"auto\"><span>Figure 2: Apple's net cash & shares outstanding since 2011.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:苹果自2011年以来的净现金和已发行股票。</span></p></blockquote></p><p> In the S&P’s most recent report, Apple was cited as the leader of the pack in stock buybacks by “not only spending the most of any [company], but its Q2 expenditure ranked second highest in S&P history”. The Cupertino company seems highly committed to supporting its stock, which should be a bullish sign.</p><p><blockquote>在标准普尔最近的报告中,苹果被认为是股票回购的领导者,因为“不仅是所有[公司]中支出最多的,而且其第二季度支出在标准普尔历史上排名第二”。这家库比蒂诺公司似乎高度致力于支持其股票,这应该是一个看涨信号。</blockquote></p><p> <b>Apple Maven’s take: quick math</b></p><p><blockquote><b>苹果·梅文的观点:快速数学</b></blockquote></p><p> Continuing to retire shares is, in my view, a crucial tenet of the investment thesis on AAPL stock – and Apple’s management team seems to agree. Year-to-date, the Cupertino company has spent $66.2 billion on repurchases, 20% more than in fiscal 2020. The figure is massive, as it has represented nearly 90% of the free cash flow that Apple has produced in fiscal 2021 so far.</p><p><blockquote>在我看来,继续回购股票是苹果公司股票投资理论的一个重要原则——苹果的管理团队似乎也同意这一点。今年迄今为止,这家库比蒂诺公司已花费662亿美元用于回购,比2020财年增加了20%。这个数字是巨大的,因为它代表了苹果2021财年迄今为止产生的自由现金流的近90%。</blockquote></p><p> At this pace, and assuming a share price of $150 apiece, Apple can retire around 600 million shares per year going forward, or just short of 4% of the total number of shares outstanding annually. Give it five years, and Apple’s share count could drop by almost 20%.</p><p><blockquote>按照这个速度,假设每股股价为150美元,苹果未来每年可以退役约6亿股,略低于每年已发行股票总数的4%。五年后,苹果的股票数量可能会下降近20%。</blockquote></p><p> Think of the EPS calculation, which is net income divided by shares outstanding. Repurchases alone can boost Apple’s bottom line quite substantially. Assuming the stock’s P/E valuation does not change, it is fair to say, roughly, that AAPL stock can rise some 20% by 2026 due to buybacks alone.</p><p><blockquote>想想每股收益的计算,即净利润除以已发行股票。仅回购就可以大幅提高苹果的利润。假设该股的市盈率估值不变,粗略地说,仅由于回购,AAPL股价到2026年就可以上涨约20%。</blockquote></p><p> For this reason and given the recent reports of a pickup in share repurchase activity across Corporate America, Apple investors have good reasons to be optimistic about share price performance.</p><p><blockquote>出于这个原因,并鉴于最近有报道称美国企业界股票回购活动有所增加,苹果投资者有充分的理由对股价表现持乐观态度。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/stock/apple-stock-the-trick-that-can-push-share-price-higher\">TheStreet</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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-the-trick-that-can-push-share-price-higher","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143344359","content_text":"Corporate America continues to aggressively buy their own shares, following a pullback in activity during the pandemic. This is how Apple stock investors should benefit.\nS&P Dow Jones Indices has reported that US-based companies continue to invest heavily in… their own stock. Share buybacks in Q2 has risen nearly 12% sequentially and 124% YOY. This is a strong rebound from the post-COVID period of uncertainty that led to a temporary reduction in repurchase activity.\nThis is a reminder for Apple stock investors that the Cupertino company’s share price can continue to benefit from stock buybacks. The Apple Maven recaps why this might be the case.\nFigure 1: Apple store in New York, NY.\nApple’s “secret sauce”\nA bit over a year ago,I talked about one of Apple’s tricks to driving share price higher in the past decade. “Tenfold in ten years” was possible not merely because of robust business fundamentals. Sure, the popularity of the iPhone and success of iPad contributed greatly to compelling stock performance. But share repurchase was also an important piece of the puzzle.\nThink about it: since 2011, Apple’s net income grew an impressive 190%. But at the same time, EPS (earnings per share) shot up by 325% over the same period. This “net income leverage” effect was only possible because share count was slashed by around 30% between 2013 and 2020. See chart below, which was published in June 2020 and not adjusted for the most recent stock split.\nFigure 2: Apple's net cash & shares outstanding since 2011.\nIn the S&P’s most recent report, Apple was cited as the leader of the pack in stock buybacks by “not only spending the most of any [company], but its Q2 expenditure ranked second highest in S&P history”. The Cupertino company seems highly committed to supporting its stock, which should be a bullish sign.\nApple Maven’s take: quick math\nContinuing to retire shares is, in my view, a crucial tenet of the investment thesis on AAPL stock – and Apple’s management team seems to agree. Year-to-date, the Cupertino company has spent $66.2 billion on repurchases, 20% more than in fiscal 2020. The figure is massive, as it has represented nearly 90% of the free cash flow that Apple has produced in fiscal 2021 so far.\nAt this pace, and assuming a share price of $150 apiece, Apple can retire around 600 million shares per year going forward, or just short of 4% of the total number of shares outstanding annually. Give it five years, and Apple’s share count could drop by almost 20%.\nThink of the EPS calculation, which is net income divided by shares outstanding. Repurchases alone can boost Apple’s bottom line quite substantially. Assuming the stock’s P/E valuation does not change, it is fair to say, roughly, that AAPL stock can rise some 20% by 2026 due to buybacks alone.\nFor this reason and given the recent reports of a pickup in share repurchase activity across Corporate America, Apple investors have good reasons to be optimistic about share price performance.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866077583,"gmtCreate":1632717194842,"gmtModify":1632798328162,"author":{"id":"3585005453956722","authorId":"3585005453956722","name":"JTWealth","avatar":"https://static.tigerbbs.com/b210c979fe489ad571406208c0ccd5d9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585005453956722","idStr":"3585005453956722"},"themes":[],"htmlText":"Duolingo is worth a look","listText":"Duolingo is worth a look","text":"Duolingo is worth a look","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866077583","repostId":"2170108956","repostType":4,"isVote":1,"tweetType":1,"viewCount":2548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868655227,"gmtCreate":1632644062369,"gmtModify":1632646786154,"author":{"id":"3585005453956722","authorId":"3585005453956722","name":"JTWealth","avatar":"https://static.tigerbbs.com/b210c979fe489ad571406208c0ccd5d9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585005453956722","idStr":"3585005453956722"},"themes":[],"htmlText":"What did i just see?? Wow","listText":"What did i just see?? Wow","text":"What did i just see?? Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868655227","repostId":"1135042460","repostType":4,"isVote":1,"tweetType":1,"viewCount":2183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}