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RobinChanKH
RobinChanKH
·
2022-01-30
Up
非常抱歉,此主贴已删除
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RobinChanKH
RobinChanKH
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2022-01-30
Up
Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote>
Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve wi
Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote>
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RobinChanKH
RobinChanKH
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2022-01-30
Up
Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote>
Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve wi
Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote>
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RobinChanKH
RobinChanKH
·
2022-01-29
Wow
Meme Stocks Tumbled in Morning Trading, AMC Shares Fell More Than 6%<blockquote>Meme股早盘暴跌AMC股价跌超6%</blockquote>
Meme stocks tumbled in morning trading, AMC shares fell more than 6%.
Meme Stocks Tumbled in Morning Trading, AMC Shares Fell More Than 6%<blockquote>Meme股早盘暴跌AMC股价跌超6%</blockquote>
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RobinChanKH
RobinChanKH
·
2022-01-29
Up
7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022<blockquote>7只大型科技股可能在2022年跑赢纳斯达克</blockquote>
Tech stocks, including most big tech names, have been performing very badly in the first few weeks o
7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022<blockquote>7只大型科技股可能在2022年跑赢纳斯达克</blockquote>
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RobinChanKH
RobinChanKH
·
2022-01-28
Great ariticle, would you like to share it?
亿航智能获得日本50架EH216预售订单
@亿航智能:
中国广州,2022年1月20日——全球领先的智能自动驾驶飞行器科技企业$亿航智能(EH)$ 控股有限公司(Nasdaq: EH)(下文简称“亿航智能”或“公司”)今天宣布日本领先的空中交通数字平台公司AirX株式会社(下文简称“AirX”)订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图:亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器,计划应用于日本的城市空中交通项目,并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商,AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线,以及私人直升机包机服务。每年,AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次,私人直升机包机航班超过200架次。自成立以来,AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示:“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势,能够为客户提供高性价比的空中游览服务,这也是AirX在全球eVTOL(电动垂直起降)飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216,为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示:“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到,越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能(Nasdaq: EH)是一家全球领先的智能自
亿航智能获得日本50架EH216预售订单
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RobinChanKH
RobinChanKH
·
2022-01-28
Great ariticle, would you like to share it?
年度捡钱机会来了!最适合ATVI的期权操作!
@OptionPlus:
“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 $微软(MSFT)$ 在毫无征兆的情况下,宣布将以每股95美元的价格全现金$动视暴雪(ATVI)$ ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的电话会中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 微软687亿美元并购动视暴雪会议纪要完整版
年度捡钱机会来了!最适合ATVI的期权操作!
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RobinChanKH
RobinChanKH
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2022-01-26
Up
How Palantir Stock Could Generate A 20%+ Total Return CAGR Through 2030<blockquote>Palantir股票到2030年如何产生20%以上的总回报率复合年增长率</blockquote>
SummaryPalantir stock was an attractive buy at $20 and now it trades at $13.Meanwhile, Palantir's in
How Palantir Stock Could Generate A 20%+ Total Return CAGR Through 2030<blockquote>Palantir股票到2030年如何产生20%以上的总回报率复合年增长率</blockquote>
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RobinChanKH
RobinChanKH
·
2022-01-26
Up
How low can DraftKings Stock Go?<blockquote>DraftKings的股票能跌到多低?</blockquote>
Aggressive investors ought to be considering DKNG stock as it falls into the mid teens
How low can DraftKings Stock Go?<blockquote>DraftKings的股票能跌到多低?</blockquote>
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RobinChanKH
RobinChanKH
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2022-01-26
Up
How low can DraftKings Stock Go?<blockquote>DraftKings的股票能跌到多低?</blockquote>
Aggressive investors ought to be considering DKNG stock as it falls into the mid teens
How low can DraftKings Stock Go?<blockquote>DraftKings的股票能跌到多低?</blockquote>
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16:04","market":"us","language":"en","title":"Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157223555","media":"Bloomberg","summary":"Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve wi","content":"<p><html><head></head><body>Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.</p><p><blockquote><html><head></head><body>高盛集团(Goldman Sachs Group Inc.)的经济学家与华尔街同行一起预测,美联储将比他们之前预期的更激进地加息。</body></html></blockquote></p><p>Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.</p><p><blockquote>以Jan Hatzius为首的经济学家现在预测,美联储今年将五次将其近零基准上调25个基点,而不是四次。到今年年底,该基准利率将升至1.25%-1.5%。</blockquote></p><p>Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.</p><p><blockquote>高盛现在在3月、5月、7月、9月和12月看到了转变。他们还预计官员们将在6月份宣布开始缩减资产负债表。</blockquote></p><p>The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.</p><p><blockquote>几天前,美联储主席杰罗姆·鲍威尔表示,官员们已准备好在3月份加息,并在每次会议上为遏制40年来最快的通胀敞开了大门。周五的一份政府报告显示,截至12月的一年中,就业成本指数上涨了4%,为二十年来的最高水平。</blockquote></p><p>Fed Kicks Off Most Aggressive Global Tightening in Decades</p><p><blockquote>美联储启动数十年来最激进的全球紧缩政策</blockquote></p><p>“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”</p><p><blockquote>高盛经济学家在给客户的一份报告中表示:“工资增长高于美联储通胀目标水平的证据已经加强,我们已经上调了通胀路径。”“此外,鲍威尔主席本周早些时候的言论明确表示,美联储领导层对更激进的紧缩步伐持开放态度。”</blockquote></p><p>The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.</p><p><blockquote>他们表示,如果市场状况发生变化或经济减速比预期快得多,美联储仍可能改变策略,或者如果通胀仍然足够高,美联储收紧货币政策的幅度甚至超过预期。</blockquote></p><p>Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.</p><p><blockquote>尽管他们一致认为美联储将采取比之前押注更多的行动,但银行本周在政策制定者的激进程度上存在分歧。</blockquote></p><p>Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase & Co. and Deutsche Bank AG see five.</p><p><blockquote>美国银行目前预测2022年加息七次,法国巴黎银行预测加息六次,摩根大通和德意志银行预计加息五次。</blockquote></p><p>Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.</p><p><blockquote>野村控股公司甚至预计央行将在3月份加息50个基点,这将是自2000年以来的最大举措。</blockquote></p><p>Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.</p><p><blockquote>彭博经济研究所坚持本月早些时候做出的五次加息的预测,尽管首席经济学家Anna Wong本周表示有六次加息的风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\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\">\nGoldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2022-01-29 16:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.</p><p><blockquote><html><head></head><body>高盛集团(Goldman Sachs Group Inc.)的经济学家与华尔街同行一起预测,美联储将比他们之前预期的更激进地加息。</body></html></blockquote></p><p>Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.</p><p><blockquote>以Jan Hatzius为首的经济学家现在预测,美联储今年将五次将其近零基准上调25个基点,而不是四次。到今年年底,该基准利率将升至1.25%-1.5%。</blockquote></p><p>Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.</p><p><blockquote>高盛现在在3月、5月、7月、9月和12月看到了转变。他们还预计官员们将在6月份宣布开始缩减资产负债表。</blockquote></p><p>The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.</p><p><blockquote>几天前,美联储主席杰罗姆·鲍威尔表示,官员们已准备好在3月份加息,并在每次会议上为遏制40年来最快的通胀敞开了大门。周五的一份政府报告显示,截至12月的一年中,就业成本指数上涨了4%,为二十年来的最高水平。</blockquote></p><p>Fed Kicks Off Most Aggressive Global Tightening in Decades</p><p><blockquote>美联储启动数十年来最激进的全球紧缩政策</blockquote></p><p>“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”</p><p><blockquote>高盛经济学家在给客户的一份报告中表示:“工资增长高于美联储通胀目标水平的证据已经加强,我们已经上调了通胀路径。”“此外,鲍威尔主席本周早些时候的言论明确表示,美联储领导层对更激进的紧缩步伐持开放态度。”</blockquote></p><p>The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.</p><p><blockquote>他们表示,如果市场状况发生变化或经济减速比预期快得多,美联储仍可能改变策略,或者如果通胀仍然足够高,美联储收紧货币政策的幅度甚至超过预期。</blockquote></p><p>Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.</p><p><blockquote>尽管他们一致认为美联储将采取比之前押注更多的行动,但银行本周在政策制定者的激进程度上存在分歧。</blockquote></p><p>Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase & Co. and Deutsche Bank AG see five.</p><p><blockquote>美国银行目前预测2022年加息七次,法国巴黎银行预测加息六次,摩根大通和德意志银行预计加息五次。</blockquote></p><p>Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.</p><p><blockquote>野村控股公司甚至预计央行将在3月份加息50个基点,这将是自2000年以来的最大举措。</blockquote></p><p>Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.</p><p><blockquote>彭博经济研究所坚持本月早些时候做出的五次加息的预测,尽管首席经济学家Anna Wong本周表示有六次加息的风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/goldman-sachs-predicts-fed-raise-071350897.html\">Bloomberg</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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/goldman-sachs-predicts-fed-raise-071350897.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157223555","content_text":"Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.Fed Kicks Off Most Aggressive Global Tightening in Decades“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase & Co. and Deutsche Bank AG see five.Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639722411,"gmtCreate":1643472016192,"gmtModify":1643472016694,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585125163446793","authorIdStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639722411","repostId":"1157223555","repostType":4,"repost":{"id":"1157223555","kind":"news","pubTimestamp":1643443466,"share":"https://www.laohu8.com/m/news/1157223555?lang=zh_CN&edition=full","pubTime":"2022-01-29 16:04","market":"us","language":"en","title":"Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157223555","media":"Bloomberg","summary":"Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve wi","content":"<p><html><head></head><body>Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.</p><p><blockquote><html><head></head><body>高盛集团(Goldman Sachs Group Inc.)的经济学家与华尔街同行一起预测,美联储将比他们之前预期的更激进地加息。</body></html></blockquote></p><p>Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.</p><p><blockquote>以Jan Hatzius为首的经济学家现在预测,美联储今年将五次将其近零基准上调25个基点,而不是四次。到今年年底,该基准利率将升至1.25%-1.5%。</blockquote></p><p>Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.</p><p><blockquote>高盛现在在3月、5月、7月、9月和12月看到了转变。他们还预计官员们将在6月份宣布开始缩减资产负债表。</blockquote></p><p>The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.</p><p><blockquote>几天前,美联储主席杰罗姆·鲍威尔表示,官员们已准备好在3月份加息,并在每次会议上为遏制40年来最快的通胀敞开了大门。周五的一份政府报告显示,截至12月的一年中,就业成本指数上涨了4%,为二十年来的最高水平。</blockquote></p><p>Fed Kicks Off Most Aggressive Global Tightening in Decades</p><p><blockquote>美联储启动数十年来最激进的全球紧缩政策</blockquote></p><p>“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”</p><p><blockquote>高盛经济学家在给客户的一份报告中表示:“工资增长高于美联储通胀目标水平的证据已经加强,我们已经上调了通胀路径。”“此外,鲍威尔主席本周早些时候的言论明确表示,美联储领导层对更激进的紧缩步伐持开放态度。”</blockquote></p><p>The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.</p><p><blockquote>他们表示,如果市场状况发生变化或经济减速比预期快得多,美联储仍可能改变策略,或者如果通胀仍然足够高,美联储收紧货币政策的幅度甚至超过预期。</blockquote></p><p>Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.</p><p><blockquote>尽管他们一致认为美联储将采取比之前押注更多的行动,但银行本周在政策制定者的激进程度上存在分歧。</blockquote></p><p>Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase & Co. and Deutsche Bank AG see five.</p><p><blockquote>美国银行目前预测2022年加息七次,法国巴黎银行预测加息六次,摩根大通和德意志银行预计加息五次。</blockquote></p><p>Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.</p><p><blockquote>野村控股公司甚至预计央行将在3月份加息50个基点,这将是自2000年以来的最大举措。</blockquote></p><p>Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.</p><p><blockquote>彭博经济研究所坚持本月早些时候做出的五次加息的预测,尽管首席经济学家Anna Wong本周表示有六次加息的风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</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\">\nGoldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2022-01-29 16:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.</p><p><blockquote><html><head></head><body>高盛集团(Goldman Sachs Group Inc.)的经济学家与华尔街同行一起预测,美联储将比他们之前预期的更激进地加息。</body></html></blockquote></p><p>Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.</p><p><blockquote>以Jan Hatzius为首的经济学家现在预测,美联储今年将五次将其近零基准上调25个基点,而不是四次。到今年年底,该基准利率将升至1.25%-1.5%。</blockquote></p><p>Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.</p><p><blockquote>高盛现在在3月、5月、7月、9月和12月看到了转变。他们还预计官员们将在6月份宣布开始缩减资产负债表。</blockquote></p><p>The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.</p><p><blockquote>几天前,美联储主席杰罗姆·鲍威尔表示,官员们已准备好在3月份加息,并在每次会议上为遏制40年来最快的通胀敞开了大门。周五的一份政府报告显示,截至12月的一年中,就业成本指数上涨了4%,为二十年来的最高水平。</blockquote></p><p>Fed Kicks Off Most Aggressive Global Tightening in Decades</p><p><blockquote>美联储启动数十年来最激进的全球紧缩政策</blockquote></p><p>“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”</p><p><blockquote>高盛经济学家在给客户的一份报告中表示:“工资增长高于美联储通胀目标水平的证据已经加强,我们已经上调了通胀路径。”“此外,鲍威尔主席本周早些时候的言论明确表示,美联储领导层对更激进的紧缩步伐持开放态度。”</blockquote></p><p>The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.</p><p><blockquote>他们表示,如果市场状况发生变化或经济减速比预期快得多,美联储仍可能改变策略,或者如果通胀仍然足够高,美联储收紧货币政策的幅度甚至超过预期。</blockquote></p><p>Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.</p><p><blockquote>尽管他们一致认为美联储将采取比之前押注更多的行动,但银行本周在政策制定者的激进程度上存在分歧。</blockquote></p><p>Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase & Co. and Deutsche Bank AG see five.</p><p><blockquote>美国银行目前预测2022年加息七次,法国巴黎银行预测加息六次,摩根大通和德意志银行预计加息五次。</blockquote></p><p>Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.</p><p><blockquote>野村控股公司甚至预计央行将在3月份加息50个基点,这将是自2000年以来的最大举措。</blockquote></p><p>Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.</p><p><blockquote>彭博经济研究所坚持本月早些时候做出的五次加息的预测,尽管首席经济学家Anna Wong本周表示有六次加息的风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/goldman-sachs-predicts-fed-raise-071350897.html\">Bloomberg</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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/goldman-sachs-predicts-fed-raise-071350897.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157223555","content_text":"Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.Fed Kicks Off Most Aggressive Global Tightening in Decades“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase & Co. and Deutsche Bank AG see five.Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639462860,"gmtCreate":1643385627968,"gmtModify":1643385628440,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585125163446793","authorIdStr":"3585125163446793"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639462860","repostId":"1184372008","repostType":4,"repost":{"id":"1184372008","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":1643382266,"share":"https://www.laohu8.com/m/news/1184372008?lang=zh_CN&edition=full","pubTime":"2022-01-28 23:04","market":"us","language":"en","title":"Meme Stocks Tumbled in Morning Trading, AMC Shares Fell More Than 6%<blockquote>Meme股早盘暴跌AMC股价跌超6%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184372008","media":"Tiger Newspress","summary":"Meme stocks tumbled in morning trading, AMC shares fell more than 6%.","content":"<p><html><head></head><body>Meme stocks tumbled in morning trading, AMC shares fell more than 6%.<img src=\"https://static.tigerbbs.com/796d23dc3a22cb91c07e98e440fdc51d\" tg-width=\"374\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><blockquote><html><head></head><body>Meme股早盘暴跌,AMC股价跌超6%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meme Stocks Tumbled in Morning Trading, AMC Shares Fell More Than 6%<blockquote>Meme股早盘暴跌AMC股价跌超6%</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\">\nMeme Stocks Tumbled in Morning Trading, AMC Shares Fell More Than 6%<blockquote>Meme股早盘暴跌AMC股价跌超6%</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\">2022-01-28 23:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Meme stocks tumbled in morning trading, AMC shares fell more than 6%.<img src=\"https://static.tigerbbs.com/796d23dc3a22cb91c07e98e440fdc51d\" tg-width=\"374\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><blockquote><html><head></head><body>Meme股早盘暴跌,AMC股价跌超6%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184372008","content_text":"Meme stocks tumbled in morning trading, AMC shares fell more than 6%.","news_type":1,"symbols_score_info":{"AMC":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":2614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639462342,"gmtCreate":1643385604969,"gmtModify":1643385604969,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585125163446793","authorIdStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639462342","repostId":"1175743992","repostType":4,"repost":{"id":"1175743992","kind":"news","pubTimestamp":1643382994,"share":"https://www.laohu8.com/m/news/1175743992?lang=zh_CN&edition=full","pubTime":"2022-01-28 23:16","market":"us","language":"en","title":"7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022<blockquote>7只大型科技股可能在2022年跑赢纳斯达克</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175743992","media":"InvestorPlace","summary":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks o","content":"<p><div> Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in ...</p><p><blockquote><div>科技股,包括大多数大型科技股,在今年头几周表现非常糟糕。主要由大型科技公司组成的纳斯达克100指数今年下跌了13%...</div></blockquote></p><p> <a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022<blockquote>7只大型科技股可能在2022年跑赢纳斯达克</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\">\n7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022<blockquote>7只大型科技股可能在2022年跑赢纳斯达克</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2022-01-28 23:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in ...</p><p><blockquote><div>科技股,包括大多数大型科技股,在今年头几周表现非常糟糕。主要由大型科技公司组成的纳斯达克100指数今年下跌了13%...</div></blockquote></p><p> <a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">InvestorPlace</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":{"MSFT":"微软","PYPL":"PayPal","CIEN":"Ciena科技","TSM":"台积电","PANW":"Palo Alto Networks","GOOG":"谷歌","IBM":"IBM"},"source_url":"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175743992","content_text":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in 2022 so far.But investors who follow a few principles when it comes to buying large tech stocks can easily outperform the Nasdaq and the Nasdaq 100, while making significant profits this year.First of all, with the Street very bearish on unprofitable and high-valuation firms in this elevated inflation, rising interest rate environment, medium-term investors should only buy the shares of large tech companies that are firmly in the black. Secondly, with very few exceptions, they should avoid the shares of companies seen as pandemic plays.Also importantly, tech stocks that are in the sectors viewed relatively optimistically by Wall Street should be emphasized. Among these are IT security, the cloud, semiconductors and fiber optics.With this in mind, here are seven big tech stock likely to outperform the Nasdaq this year:IBM(NYSE:IBM)Microsoft(NASDAQ:MSFT)Palo Alto Networks(NASDAQ:PANW)Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL)Taiwan Semiconductor(NYSE:TSM)PayPal(NASDAQ:PYPL)Ciena(NYSE:CIEN)Tech Stocks to Beat the Nasdaq: IBM (IBM)This “old tech” stock has all of the characteristics that I outlined in this column’s introduction. It’s definitely profitable, as analysts on average expect its 2022 earnings per shareto come in at nearly $10. And, trading at about 13 times that $10 estimate, it’s certainly cheap. Finally, IBM is heavily involved in the cloud.More specifically,as I pointed out in a December 2021 column, IBM CEO Arvind Krishna has adopted a hybrid cloud strategy, which involves marketing the conglomerate’s “software tools that connect multiple public clouds to companies’ on-premise data centers and edge environments.” With many businesses very concerned about cloud outages, that should be a winning strategy this year.Additionally, IBM’s spinoff of its less profitable businesses, completed in November, should greatly boost the valuation of IBM stock.Finally, Krishna is widely viewed as doing a good job so far, and the company does not face significant regulatory headwinds.Microsoft (MSFT)The second-largest cloud infrastructure provider, Microsoft is very well-positioned to benefit from the technology’s growth his year. Specifically, well-respected research firm Gartner predicts that cloud spending will grow to $482 billion this year, versus $313 billion in 2020.Indeed, with the work-from-home trend staying stronger than many had expected, the cloud is going to stay critical for the foreseeable future.Microsoft has a reasonable valuation (after its recent pullback, MSFT stock is changing hands for less than 32 times analysts’ average 2022 earnings per share (EPS) estimate). Meanwhile, like IBM, it definitely is quite profitable, and it’s unlikely to face any difficult regulatory challenges in 2022.Also like IBM, the company is poised to continue getting a lift from the work-from-home trend. Not only will Microsoft’s cloud unit be boosted by that trend, but its Windows business should continue to be lifted as more work-from-home employees upgrade their home computer hardware and software.Tech Stocks to Beat the Nasdaq: Palo Alto Networks (PANW)One of the world’s premiere cybersecurity companies, Palo Alto is often on “the short lists” of major IT security deals. And given the multiple huge cyberattacks that major companies and governments have absorbed in recent years, cybersecurity is becoming more crucial than ever. Also likely to increase cybersecurity companies’ top and bottom lines is the ever-accelerating Internet of Things trend, including the rise of connected cars.Importantly, with the federal government continuing to rapidly increase its spending on cybersecurity initiatives, the company has a substantial federal IT security business. What’s more, as artificial intelligence is becoming much more important in the sector, Palo Alto is quickly increasing its utilization of the technology.Analysts expect the IT security giant to generate EPS of $7.23 this year, up from $6.14 in 2021. PANW stock is changing hands for 67 times the mean 2022 EPS estimate. That sounds high, but it’s actually fairly low for the hot cybersecurity sector.Alphabet (GOOG, GOOGL)With its highly profitable search ad business that’s seemingly impervious to recession, the pandemic, the recovery from the pandemic, Apple’s (NASDAQ:AAPL) new privacy rules and inflation, Alphabet has become a FAANG favorite on the Street.In Q3 2021, the company’s profit rose by a huge 66% year-over-year to an incredible $19 billion, while its ad revenue climbed 43% YoY.Alphabet has been cutting its costs, and 2022 could be the year when its Waymo self-driving unit starts really putting its tremendous commercial potential on display. The unit intends to launch multiple pilots in Texas with its partner, logistics firmJB Hunt(NASDAQ:JBHT), this year.JMP Securities analyst Andrew Boone told The New York Times that “it just appears that the company is immune to the impact” of government regulations. The company’s financial help for the Democratic Party will probably help it avoid any tough penalties from Washington.Tech Stocks to Beat the Nasdaq: Taiwan Semiconductors (TSM)Benefitting from the incredibly strong demand for chips, the company recently reported higher-than-expectedQ4 EPS, which represented an all-time high for Taiwan Semiconductor. In Q1, the chip giant expects its operating profit margin to come in at 42%-44%.With the chip shortage still going strong and Taiwan Semiconductorinvesting heavily in expanding its capacity, the company should continue to benefit from incredibly strong demand for its products for a long time. That’s especially true since it makes top-notch chips for which there is exceptionally strong demand.TSM stock is down 1.4% year to date and down 14.5% since Jan. 14, creating a very good entry point.According to Marketwatch, the shares are trading at an undemanding price-earnings ratio of 29.PayPal (PYPL)PayPal is not in one of the sectors currently favored by Wall Street, and some see its sector, fintech, as a pandemic play.Nonetheless, the company is the top name in the fintech space, which is still expected to grow at a very healthy compound annual growth rate of 24%from 2022 to 2027. As I pointed out in a previous column, PayPal has a tremendous first-mover advantage in the sector, with 400 million customers and “5 billion transactions plus a quarter.”PayPal’s 2021 EPSis expected by analysts, on average, to be a robust $3.48, and its 2022 EPS is expected to climb to $3.97.Considering all of these positive points, its forward price/earnings ratio of 33, based on analysts’ average 2022 revenue estimate, is a steal.Tech Stocks to Beat the Nasdaq: Ciena (CIEN)Benefiting from the rollout of 5G, CIEN stock is still up 21% over the past three months despite the tech pullback.In a Jan. 11 note to investors, Bank of America wrote that“networking is back.” In the same note, the firm raised its price target on CIEN stock to $91 from $83.In Ciena’s fiscal Q4 that ended in October, its revenue jumped 26% YoY to $1.04billion, and its EPS came in at 85 cents. And in very good news for the company’s shareholders, its board authorized $1 billion of stock repurchases. Impressively, its backlog reached $2.2 billion as of the end of October, up from $1 billion during the same period a year earlier.Ciena’s CEO, Gary Smith, toldBarron’sthat it was benefiting from prolific orders by both telecom carriers and companies in the cloud sector.","news_type":1,"symbols_score_info":{"MSFT":0.9,"TSM":0.9,"IBM":0.9,"GOOG":0.9,"PYPL":0.9,"PANW":0.9,"CIEN":0.9}},"isVote":1,"tweetType":1,"viewCount":3075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639466556,"gmtCreate":1643385531354,"gmtModify":1643385531822,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585125163446793","authorIdStr":"3585125163446793"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639466556","repostId":"630976407","repostType":1,"repost":{"id":630976407,"gmtCreate":1642683848696,"gmtModify":1642731960724,"author":{"id":"3545283030659470","authorId":"3545283030659470","name":"亿航智能","avatar":"https://static.tigerbbs.com/ef016490dead4163e0a7206e661ce008","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545283030659470","authorIdStr":"3545283030659470"},"themes":[],"title":"亿航智能获得日本50架EH216预售订单","htmlText":"中国广州,2022年1月20日——全球领先的智能自动驾驶飞行器科技企业<a target=\"_blank\" href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 控股有限公司(Nasdaq: EH)(下文简称“亿航智能”或“公司”)今天宣布日本领先的空中交通数字平台公司AirX株式会社(下文简称“AirX”)订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图:亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器,计划应用于日本的城市空中交通项目,并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商,AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线,以及私人直升机包机服务。每年,AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次,私人直升机包机航班超过200架次。自成立以来,AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示:“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势,能够为客户提供高性价比的空中游览服务,这也是AirX在全球eVTOL(电动垂直起降)飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216,为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示:“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到,越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能(Nasdaq: EH)是一家全球领先的智能自","listText":"中国广州,2022年1月20日——全球领先的智能自动驾驶飞行器科技企业<a target=\"_blank\" href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 控股有限公司(Nasdaq: EH)(下文简称“亿航智能”或“公司”)今天宣布日本领先的空中交通数字平台公司AirX株式会社(下文简称“AirX”)订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图:亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器,计划应用于日本的城市空中交通项目,并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商,AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线,以及私人直升机包机服务。每年,AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次,私人直升机包机航班超过200架次。自成立以来,AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示:“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势,能够为客户提供高性价比的空中游览服务,这也是AirX在全球eVTOL(电动垂直起降)飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216,为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示:“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到,越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能(Nasdaq: EH)是一家全球领先的智能自","text":"中国广州,2022年1月20日——全球领先的智能自动驾驶飞行器科技企业$亿航智能(EH)$ 控股有限公司(Nasdaq: EH)(下文简称“亿航智能”或“公司”)今天宣布日本领先的空中交通数字平台公司AirX株式会社(下文简称“AirX”)订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图:亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器,计划应用于日本的城市空中交通项目,并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商,AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线,以及私人直升机包机服务。每年,AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次,私人直升机包机航班超过200架次。自成立以来,AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示:“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势,能够为客户提供高性价比的空中游览服务,这也是AirX在全球eVTOL(电动垂直起降)飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216,为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示:“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到,越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能(Nasdaq: EH)是一家全球领先的智能自","images":[{"img":"https://static.tigerbbs.com/c5086aa281e4b1206a4e7fb683f41213","width":"632","height":"375"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630976407","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639466618,"gmtCreate":1643385494741,"gmtModify":1643385495219,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585125163446793","authorIdStr":"3585125163446793"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639466618","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667591235607","authorIdStr":"3527667591235607"},"themes":[],"title":"年度捡钱机会来了!最适合ATVI的期权操作!","htmlText":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下,宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16425609441647"}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","listText":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下,宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16425609441647"}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","text":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 $微软(MSFT)$ 在毫无征兆的情况下,宣布将以每股95美元的价格全现金$动视暴雪(ATVI)$ ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的电话会中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 微软687亿美元并购动视暴雪会议纪要完整版","images":[{"img":"https://static.tigerbbs.com/cd4d2f45c217529a7e6c7582585fd3ee","width":"890","height":"894"},{"img":"https://static.tigerbbs.com/96914bbe34bd1729e28e4b2efe18e428","width":"902","height":"922"},{"img":"https://static.tigerbbs.com/4bdd90625e539365f110b177070842bf","width":"1272","height":"372"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697422155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639357236,"gmtCreate":1643179524726,"gmtModify":1643179525156,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585125163446793","authorIdStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639357236","repostId":"1177764614","repostType":4,"repost":{"id":"1177764614","kind":"news","pubTimestamp":1643177185,"share":"https://www.laohu8.com/m/news/1177764614?lang=zh_CN&edition=full","pubTime":"2022-01-26 14:06","market":"us","language":"en","title":"How Palantir Stock Could Generate A 20%+ Total Return CAGR Through 2030<blockquote>Palantir股票到2030年如何产生20%以上的总回报率复合年增长率</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177764614","media":"Seeking Alpha","summary":"SummaryPalantir stock was an attractive buy at $20 and now it trades at $13.Meanwhile, Palantir's in","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Palantir stock was an attractive buy at $20 and now it trades at $13.</li><li>Meanwhile, Palantir's investment thesis has not changed much and its services are needed more than ever.</li><li>We provide an updated investment thesis and valuation model for PLTR stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac7c4f3ba3be235774ad0b6a874c2107\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"/><span>Hiroshi Watanabe/DigitalVision via Getty Images</span></p><p><blockquote><ul><li>Palantir股票的买入价格为20美元,颇具吸引力,目前交易价格为13美元。</li><li>与此同时,Palantir的投资理念没有太大变化,而且比以往任何时候都更需要其服务。</li><li>我们为PLTR股票提供更新的投资论点和估值模型。</li></ul><p class=\"t-img-caption\"><span>渡边浩/DigitalVision来自Getty Images</span></p></blockquote></p><p>Based on our valuation model, Palantir Technologies(NYSE:PLTR) stock was an attractive buy at $20 and now it trades at $13. Meanwhile, its investment thesis has not changed much and its services are needed more than ever. In this article, we provide an updated investment thesis and valuation model.</p><p><blockquote>根据我们的估值模型,Palantir Technologies(NYSE:PLTR)股票的买入价格为20美元,具有吸引力,目前交易价格为13美元。与此同时,它的投资理念没有太大变化,而且比以往任何时候都更需要它的服务。在本文中,我们提供了一个更新的投资论点和估值模型。</blockquote></p><p><b>What Has Changed In Palantir?</b></p><p><blockquote><b>Palantir发生了什么变化?</b></blockquote></p><p>Obviously whenever a stock crashes as precipitously as PLTR has since reaching all-time highs just shy of a year ago, the natural question is: what happened?</p><p><blockquote>显然,每当一只股票像PLTR自不到一年前达到历史高点以来那样急剧暴跌时,自然的问题就是:发生了什么?</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a3bcae93dbc1139dc28a256581f7184\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>Well, the answer is quite simple:</p><p><blockquote>嗯,答案很简单:</blockquote></p><p>1. Overall high-growth disruptive technology was in a major bubble a year ago as 2020 turned to 2021 since the sector had been bolstered substantially by COVID-19 and this had fed into a "fear of missing out" frenzy in the sector. Since then, this bubble has collapsed as the euphoria has worn off and soaring inflation has pressured the Federal Reserve into signaling meaningful interest rate hikes in the near future. This has pushed investors back towards companies that are generating profits today rather than being content to wait until well into the future to receive profits. The steep decline of ARK Investment's flagship ETF (NYSEARCA:ARKK) over the past year proves this point:</p><p><blockquote>1.一年前,随着2020年进入2021年,整体高增长颠覆性技术处于重大泡沫之中,因为该行业受到了COVID-19的大力支持,这加剧了该行业“害怕错过”的狂热。自那以后,随着兴奋感消退,通胀飙升迫使美联储在不久的将来发出有意义的加息信号,这一泡沫已经崩溃。这促使投资者重新转向今天正在产生利润的公司,而不是满足于等到很久以后才能获得利润。ARK Investment旗舰ETF(NYSEARCA:ARKK)过去一年的大幅下跌证明了这一点:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd461732d547d0c4c1af390b1a5dff99\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>2. While the inflation and deflation of the ARKK bubble and the associated macroeconomic and geopolitical factors explain a lot of PLTR's share price performance over the past year, another major factor weighing on the stock is management's doubling down on its liberal stock-based compensation policy. The company's aggressive issuance of equity to its employees consistently erases what would otherwise be solid profits and turns the company's bottom line deep into the red quarter after quarter.</p><p><blockquote>2.虽然ARKK泡沫的通货膨胀和通货紧缩以及相关的宏观经济和地缘政治因素在很大程度上解释了PLTR过去一年的股价表现,但另一个拖累该股的主要因素是管理层加倍努力其自由的股票薪酬政策。该公司积极向员工发行股权,不断抹去原本稳健的利润,并使公司的利润一个季度又一个季度陷入亏损。</blockquote></p><p>That said, management's argument in favor of stock-based compensation also makes sense:</p><p><blockquote>也就是说,管理层支持股票薪酬的论点也是有道理的:</blockquote></p><p><ul><li>it helps to attract and retain the best and brightest minds in the industry</li><li>it gives employees substantial skin in the game alongside investors</li><li>it preserves cash for the company to invest aggressively into research, product development, and sales and marketing efforts.</li></ul>With such a massive and rapidly growing total addressable market, growth investing truly does seem to be the most prudent use of capital at this point, even if it means diluting shareholders in the short term. Nevertheless, itcannot be denied that this practice weighs heavily on the shares as many investors have begun to lose patience with the company's apparent disregard of shareholders. Rising inflation and the prospect of higher interest rates has only heightened that sentiment even more.</p><p><blockquote><ul><li>它有助于吸引和留住业内最优秀、最聪明的人才</li><li>它让员工与投资者一起参与游戏</li><li>它为公司保留了现金,以便积极投资于研究、产品开发以及销售和营销工作。</li></ul>面对如此庞大且快速增长的总潜在市场,成长型投资似乎确实是目前最谨慎的资本使用方式,即使这意味着在短期内稀释股东权益。然而,不可否认的是,这种做法对股价造成了沉重压力,因为许多投资者已经开始对公司明显无视股东的行为失去耐心。通胀上升和利率上升的前景只会进一步加剧这种情绪。</blockquote></p><p><b>What Has Not Changed In Palantir?</b></p><p><blockquote><b>Palantir有什么没有改变?</b></blockquote></p><p>PLTR continues to grow and innovate rapidly. While we will have to wait for Q4 results to verify this, but there is no indication that its U.S. commercial and government businesses have stopped growing rapidly. The company still has a $120 billion plus total addressable market that should grow rapidly for the next decade and beyond and its biggest current roadblock to sustaining or even increasing its robust current growth rate is winning more international business.</p><p><blockquote>PLTR继续快速发展和创新。虽然我们必须等待第四季度的业绩来验证这一点,但没有迹象表明其美国商业和政府业务已经停止快速增长。该公司仍拥有超过1200亿美元的总潜在市场,该市场应该会在未来十年及以后快速增长,而其目前维持甚至提高当前强劲增长率的最大障碍是赢得更多国际业务。</blockquote></p><p>Management seems keenly focused on accelerating its international penetration as the past two earnings calls have featured management comments referencing "accelerating growth" in the international business that has yet to show up, the company is investing aggressively in international sales team hiring, and the company has recently produced a string of videos featuring international clients, CEO Alex Karp speaking in French with clients, and addressing the nation of Japan to wish them a happy 2022 and announce plans to visit the nation this year.</p><p><blockquote>管理层似乎非常专注于加速其国际渗透,因为过去两份财报评级都发表了管理层评论,提到尚未显现的国际业务“加速增长”,该公司正在积极投资国际销售团队招聘,并且该公司最近制作了一系列以国际客户为特色的视频,首席执行官Alex Karp用法语与客户交谈,并向日本发表讲话,祝他们2022年快乐,并宣布今年访问日本的计划。</blockquote></p><p></p><p>The thesis really remains the same: PLTR has a massive growth runway that should allow for robust top-line growth for many years to come, it has some of the top talent in the industry, its Foundry business is taking off nicely in the U.S., and it possesses a coveted position on the inside track with U.S. government agencies and seems to be its top horse for running the A.I. race against China.</p><p><blockquote>论点实际上保持不变:PLTR拥有巨大的增长跑道,应该可以在未来许多年实现强劲的营收增长,它拥有业内一些顶尖人才,其代工业务在美国发展良好,它在美国政府机构的内部轨道上拥有令人垂涎的地位,似乎是其在人工智能领域的佼佼者。与中国的竞赛。</blockquote></p><p>However, investors still need to see that PLTR's international commercial and government businesses can gain meaningful traction and that the company can scale to a level where the dilutive impact of stock-based compensation becomes significantly diminished. Once these two big questions are resolved, PLTR's investment thesis will be significantly de-risked and the stock price should then see much greater stability, if not upside.</p><p><blockquote>然而,投资者仍然需要看到PLTR的国际商业和政府业务能够获得有意义的吸引力,并且该公司能够扩大到股票薪酬的稀释影响显着减弱的水平。一旦这两个大问题得到解决,PLTR的投资论点将显着降低风险,股价即使没有上涨空间,也应该会更加稳定。</blockquote></p><p><b>What Is PLTR Stock Worth?</b></p><p><blockquote><b>PLTR股票值多少钱?</b></blockquote></p><p>Given that PLTR's total addressable market should grow by around 20% per year (in-line with the projected 20.4% global big data CAGR through 2030), we think that PLTR's TAM will be over $600 billion by the end of 2030. We think that PLTR is competitively positioned within its space and should therefore be able to at a minimum retain its current market share, providing a nice floor growth rate of a 20% revenue CAGR over that time span.</p><p><blockquote>鉴于PLTR的总潜在市场应以每年20%左右的速度增长(与预计到2030年全球大数据复合年增长率20.4%一致),我们认为到2030年底PLTR的TAM将超过6000亿美元。我们认为PLTR在其领域内具有竞争力,因此至少应该能够保持其当前的市场份额,在此期间提供20%的收入复合年增长率。</blockquote></p><p>Management has guided for over $4 billion in revenue in 2025, while analysts expect the company will smash that projection with over $5 billion in revenue in 2025. That implies a ~35% revenue CAGR over that time span which we think is quite reasonable given that the company grew revenue by 47.2% in 2022 and is expected to have grown it by about 40% in 2021.</p><p><blockquote>管理层预计2025年收入将超过40亿美元,而分析师预计该公司2025年收入将超过50亿美元,打破这一预测。这意味着在此期间收入复合年增长率约为35%,我们认为这是相当合理的,因为该公司2022年收入增长了47.2%,预计2021年将增长约40%。</blockquote></p><p>If we assume a 25% revenue growth CAGR from 2026-2030, revenue will be at $15.4 billion in 2030. That would be a meager 2.5% of total addressable market share. For reference, Amazon(NASDAQ:AMZN)currently owns ~15% of its market share and Uber(NYSE:UBER)currently owns ~4% of its market share. We think this is a very reasonable - if not conservative - set of assumptions.</p><p><blockquote>如果我们假设2026-2030年收入复合年增长率为25%,2030年收入将达到154亿美元。这仅占潜在市场份额的2.5%。作为参考,亚马逊(纳斯达克股票代码:AMZN)目前拥有约15%的市场份额,优步(纽约证券交易所股票代码:UBER)目前拥有约4%的市场份额。我们认为这是一套非常合理(如果不是保守的话)的假设。</blockquote></p><p>This leaves the big question at what PLTR's EBITDA margins will end up being. In 2020, they were 18.6% and in 2021 they are expected to come in around 30%. If the company can merely sustain these margins, its EBITDA will be $4.6 billion in 2030. At a 30x EV/EBITDA multiple, the company would be worth nearly $140 billion. Today, its enterprise value is just $24.5 billion. That would imply a 21% total return CAGR over the next nine years.</p><p><blockquote>这就留下了一个大问题:PLTR的EBITDA利润率最终会是多少。2020年,这一比例为18.6%,2021年预计将达到30%左右。如果该公司能够维持这些利润率,2030年其EBITDA将达到46亿美元。按照30倍的EV/EBITDA倍数计算,该公司的价值将接近1400亿美元。如今,其企业价值仅为245亿美元。这意味着未来九年的总回报率复合年增长率为21%。</blockquote></p><p><b>Investor Takeaway</b></p><p><blockquote><b>投资者要点</b></blockquote></p><p>Given its competitive positioning, the soaring geopolitical tensions and rivalries that are bound to become increasingly centered on A.I. capabilities, and the rise of big data across global industry, PLTR is in a strong position to see massive growth for years to come.</p><p><blockquote>鉴于其竞争地位,日益加剧的地缘政治紧张局势和竞争必然会越来越集中在人工智能上。能力以及全球行业大数据的兴起,PLTR处于有利地位,有望在未来几年实现大幅增长。</blockquote></p><p>If it can continue growing at a rapid clip, its stock-based compensation should begin to decline in significance and ultimately it should generate attractive total returns for shareholders. Thanks to the massive recent sell-off, its margin of safety is wider than ever and it could very possibly generate over 20% annualized total returns through 2030.</p><p><blockquote>如果它能够继续快速增长,其股票薪酬的重要性应该会开始下降,最终应该会为股东带来有吸引力的总回报。由于最近的大规模抛售,其安全边际比以往任何时候都更宽,到2030年很可能产生超过20%的年化总回报率。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Palantir Stock Could Generate A 20%+ Total Return CAGR Through 2030<blockquote>Palantir股票到2030年如何产生20%以上的总回报率复合年增长率</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\">\nHow Palantir Stock Could Generate A 20%+ Total Return CAGR Through 2030<blockquote>Palantir股票到2030年如何产生20%以上的总回报率复合年增长率</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-26 14:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Palantir stock was an attractive buy at $20 and now it trades at $13.</li><li>Meanwhile, Palantir's investment thesis has not changed much and its services are needed more than ever.</li><li>We provide an updated investment thesis and valuation model for PLTR stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac7c4f3ba3be235774ad0b6a874c2107\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"/><span>Hiroshi Watanabe/DigitalVision via Getty Images</span></p><p><blockquote><ul><li>Palantir股票的买入价格为20美元,颇具吸引力,目前交易价格为13美元。</li><li>与此同时,Palantir的投资理念没有太大变化,而且比以往任何时候都更需要其服务。</li><li>我们为PLTR股票提供更新的投资论点和估值模型。</li></ul><p class=\"t-img-caption\"><span>渡边浩/DigitalVision来自Getty Images</span></p></blockquote></p><p>Based on our valuation model, Palantir Technologies(NYSE:PLTR) stock was an attractive buy at $20 and now it trades at $13. Meanwhile, its investment thesis has not changed much and its services are needed more than ever. In this article, we provide an updated investment thesis and valuation model.</p><p><blockquote>根据我们的估值模型,Palantir Technologies(NYSE:PLTR)股票的买入价格为20美元,具有吸引力,目前交易价格为13美元。与此同时,它的投资理念没有太大变化,而且比以往任何时候都更需要它的服务。在本文中,我们提供了一个更新的投资论点和估值模型。</blockquote></p><p><b>What Has Changed In Palantir?</b></p><p><blockquote><b>Palantir发生了什么变化?</b></blockquote></p><p>Obviously whenever a stock crashes as precipitously as PLTR has since reaching all-time highs just shy of a year ago, the natural question is: what happened?</p><p><blockquote>显然,每当一只股票像PLTR自不到一年前达到历史高点以来那样急剧暴跌时,自然的问题就是:发生了什么?</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a3bcae93dbc1139dc28a256581f7184\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>Well, the answer is quite simple:</p><p><blockquote>嗯,答案很简单:</blockquote></p><p>1. Overall high-growth disruptive technology was in a major bubble a year ago as 2020 turned to 2021 since the sector had been bolstered substantially by COVID-19 and this had fed into a "fear of missing out" frenzy in the sector. Since then, this bubble has collapsed as the euphoria has worn off and soaring inflation has pressured the Federal Reserve into signaling meaningful interest rate hikes in the near future. This has pushed investors back towards companies that are generating profits today rather than being content to wait until well into the future to receive profits. The steep decline of ARK Investment's flagship ETF (NYSEARCA:ARKK) over the past year proves this point:</p><p><blockquote>1.一年前,随着2020年进入2021年,整体高增长颠覆性技术处于重大泡沫之中,因为该行业受到了COVID-19的大力支持,这加剧了该行业“害怕错过”的狂热。自那以后,随着兴奋感消退,通胀飙升迫使美联储在不久的将来发出有意义的加息信号,这一泡沫已经崩溃。这促使投资者重新转向今天正在产生利润的公司,而不是满足于等到很久以后才能获得利润。ARK Investment旗舰ETF(NYSEARCA:ARKK)过去一年的大幅下跌证明了这一点:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd461732d547d0c4c1af390b1a5dff99\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>2. While the inflation and deflation of the ARKK bubble and the associated macroeconomic and geopolitical factors explain a lot of PLTR's share price performance over the past year, another major factor weighing on the stock is management's doubling down on its liberal stock-based compensation policy. The company's aggressive issuance of equity to its employees consistently erases what would otherwise be solid profits and turns the company's bottom line deep into the red quarter after quarter.</p><p><blockquote>2.虽然ARKK泡沫的通货膨胀和通货紧缩以及相关的宏观经济和地缘政治因素在很大程度上解释了PLTR过去一年的股价表现,但另一个拖累该股的主要因素是管理层加倍努力其自由的股票薪酬政策。该公司积极向员工发行股权,不断抹去原本稳健的利润,并使公司的利润一个季度又一个季度陷入亏损。</blockquote></p><p>That said, management's argument in favor of stock-based compensation also makes sense:</p><p><blockquote>也就是说,管理层支持股票薪酬的论点也是有道理的:</blockquote></p><p><ul><li>it helps to attract and retain the best and brightest minds in the industry</li><li>it gives employees substantial skin in the game alongside investors</li><li>it preserves cash for the company to invest aggressively into research, product development, and sales and marketing efforts.</li></ul>With such a massive and rapidly growing total addressable market, growth investing truly does seem to be the most prudent use of capital at this point, even if it means diluting shareholders in the short term. Nevertheless, itcannot be denied that this practice weighs heavily on the shares as many investors have begun to lose patience with the company's apparent disregard of shareholders. Rising inflation and the prospect of higher interest rates has only heightened that sentiment even more.</p><p><blockquote><ul><li>它有助于吸引和留住业内最优秀、最聪明的人才</li><li>它让员工与投资者一起参与游戏</li><li>它为公司保留了现金,以便积极投资于研究、产品开发以及销售和营销工作。</li></ul>面对如此庞大且快速增长的总潜在市场,成长型投资似乎确实是目前最谨慎的资本使用方式,即使这意味着在短期内稀释股东权益。然而,不可否认的是,这种做法对股价造成了沉重压力,因为许多投资者已经开始对公司明显无视股东的行为失去耐心。通胀上升和利率上升的前景只会进一步加剧这种情绪。</blockquote></p><p><b>What Has Not Changed In Palantir?</b></p><p><blockquote><b>Palantir有什么没有改变?</b></blockquote></p><p>PLTR continues to grow and innovate rapidly. While we will have to wait for Q4 results to verify this, but there is no indication that its U.S. commercial and government businesses have stopped growing rapidly. The company still has a $120 billion plus total addressable market that should grow rapidly for the next decade and beyond and its biggest current roadblock to sustaining or even increasing its robust current growth rate is winning more international business.</p><p><blockquote>PLTR继续快速发展和创新。虽然我们必须等待第四季度的业绩来验证这一点,但没有迹象表明其美国商业和政府业务已经停止快速增长。该公司仍拥有超过1200亿美元的总潜在市场,该市场应该会在未来十年及以后快速增长,而其目前维持甚至提高当前强劲增长率的最大障碍是赢得更多国际业务。</blockquote></p><p>Management seems keenly focused on accelerating its international penetration as the past two earnings calls have featured management comments referencing "accelerating growth" in the international business that has yet to show up, the company is investing aggressively in international sales team hiring, and the company has recently produced a string of videos featuring international clients, CEO Alex Karp speaking in French with clients, and addressing the nation of Japan to wish them a happy 2022 and announce plans to visit the nation this year.</p><p><blockquote>管理层似乎非常专注于加速其国际渗透,因为过去两份财报评级都发表了管理层评论,提到尚未显现的国际业务“加速增长”,该公司正在积极投资国际销售团队招聘,并且该公司最近制作了一系列以国际客户为特色的视频,首席执行官Alex Karp用法语与客户交谈,并向日本发表讲话,祝他们2022年快乐,并宣布今年访问日本的计划。</blockquote></p><p></p><p>The thesis really remains the same: PLTR has a massive growth runway that should allow for robust top-line growth for many years to come, it has some of the top talent in the industry, its Foundry business is taking off nicely in the U.S., and it possesses a coveted position on the inside track with U.S. government agencies and seems to be its top horse for running the A.I. race against China.</p><p><blockquote>论点实际上保持不变:PLTR拥有巨大的增长跑道,应该可以在未来许多年实现强劲的营收增长,它拥有业内一些顶尖人才,其代工业务在美国发展良好,它在美国政府机构的内部轨道上拥有令人垂涎的地位,似乎是其在人工智能领域的佼佼者。与中国的竞赛。</blockquote></p><p>However, investors still need to see that PLTR's international commercial and government businesses can gain meaningful traction and that the company can scale to a level where the dilutive impact of stock-based compensation becomes significantly diminished. Once these two big questions are resolved, PLTR's investment thesis will be significantly de-risked and the stock price should then see much greater stability, if not upside.</p><p><blockquote>然而,投资者仍然需要看到PLTR的国际商业和政府业务能够获得有意义的吸引力,并且该公司能够扩大到股票薪酬的稀释影响显着减弱的水平。一旦这两个大问题得到解决,PLTR的投资论点将显着降低风险,股价即使没有上涨空间,也应该会更加稳定。</blockquote></p><p><b>What Is PLTR Stock Worth?</b></p><p><blockquote><b>PLTR股票值多少钱?</b></blockquote></p><p>Given that PLTR's total addressable market should grow by around 20% per year (in-line with the projected 20.4% global big data CAGR through 2030), we think that PLTR's TAM will be over $600 billion by the end of 2030. We think that PLTR is competitively positioned within its space and should therefore be able to at a minimum retain its current market share, providing a nice floor growth rate of a 20% revenue CAGR over that time span.</p><p><blockquote>鉴于PLTR的总潜在市场应以每年20%左右的速度增长(与预计到2030年全球大数据复合年增长率20.4%一致),我们认为到2030年底PLTR的TAM将超过6000亿美元。我们认为PLTR在其领域内具有竞争力,因此至少应该能够保持其当前的市场份额,在此期间提供20%的收入复合年增长率。</blockquote></p><p>Management has guided for over $4 billion in revenue in 2025, while analysts expect the company will smash that projection with over $5 billion in revenue in 2025. That implies a ~35% revenue CAGR over that time span which we think is quite reasonable given that the company grew revenue by 47.2% in 2022 and is expected to have grown it by about 40% in 2021.</p><p><blockquote>管理层预计2025年收入将超过40亿美元,而分析师预计该公司2025年收入将超过50亿美元,打破这一预测。这意味着在此期间收入复合年增长率约为35%,我们认为这是相当合理的,因为该公司2022年收入增长了47.2%,预计2021年将增长约40%。</blockquote></p><p>If we assume a 25% revenue growth CAGR from 2026-2030, revenue will be at $15.4 billion in 2030. That would be a meager 2.5% of total addressable market share. For reference, Amazon(NASDAQ:AMZN)currently owns ~15% of its market share and Uber(NYSE:UBER)currently owns ~4% of its market share. We think this is a very reasonable - if not conservative - set of assumptions.</p><p><blockquote>如果我们假设2026-2030年收入复合年增长率为25%,2030年收入将达到154亿美元。这仅占潜在市场份额的2.5%。作为参考,亚马逊(纳斯达克股票代码:AMZN)目前拥有约15%的市场份额,优步(纽约证券交易所股票代码:UBER)目前拥有约4%的市场份额。我们认为这是一套非常合理(如果不是保守的话)的假设。</blockquote></p><p>This leaves the big question at what PLTR's EBITDA margins will end up being. In 2020, they were 18.6% and in 2021 they are expected to come in around 30%. If the company can merely sustain these margins, its EBITDA will be $4.6 billion in 2030. At a 30x EV/EBITDA multiple, the company would be worth nearly $140 billion. Today, its enterprise value is just $24.5 billion. That would imply a 21% total return CAGR over the next nine years.</p><p><blockquote>这就留下了一个大问题:PLTR的EBITDA利润率最终会是多少。2020年,这一比例为18.6%,2021年预计将达到30%左右。如果该公司能够维持这些利润率,2030年其EBITDA将达到46亿美元。按照30倍的EV/EBITDA倍数计算,该公司的价值将接近1400亿美元。如今,其企业价值仅为245亿美元。这意味着未来九年的总回报率复合年增长率为21%。</blockquote></p><p><b>Investor Takeaway</b></p><p><blockquote><b>投资者要点</b></blockquote></p><p>Given its competitive positioning, the soaring geopolitical tensions and rivalries that are bound to become increasingly centered on A.I. capabilities, and the rise of big data across global industry, PLTR is in a strong position to see massive growth for years to come.</p><p><blockquote>鉴于其竞争地位,日益加剧的地缘政治紧张局势和竞争必然会越来越集中在人工智能上。能力以及全球行业大数据的兴起,PLTR处于有利地位,有望在未来几年实现大幅增长。</blockquote></p><p>If it can continue growing at a rapid clip, its stock-based compensation should begin to decline in significance and ultimately it should generate attractive total returns for shareholders. Thanks to the massive recent sell-off, its margin of safety is wider than ever and it could very possibly generate over 20% annualized total returns through 2030.</p><p><blockquote>如果它能够继续快速增长,其股票薪酬的重要性应该会开始下降,最终应该会为股东带来有吸引力的总回报。由于最近的大规模抛售,其安全边际比以往任何时候都更宽,到2030年很可能产生超过20%的年化总回报率。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4481544-palantir-stock-total-return-cagr-2030\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4481544-palantir-stock-total-return-cagr-2030","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177764614","content_text":"SummaryPalantir stock was an attractive buy at $20 and now it trades at $13.Meanwhile, Palantir's investment thesis has not changed much and its services are needed more than ever.We provide an updated investment thesis and valuation model for PLTR stock.Hiroshi Watanabe/DigitalVision via Getty ImagesBased on our valuation model, Palantir Technologies(NYSE:PLTR) stock was an attractive buy at $20 and now it trades at $13. Meanwhile, its investment thesis has not changed much and its services are needed more than ever. In this article, we provide an updated investment thesis and valuation model.What Has Changed In Palantir?Obviously whenever a stock crashes as precipitously as PLTR has since reaching all-time highs just shy of a year ago, the natural question is: what happened?Data by YChartsWell, the answer is quite simple:1. Overall high-growth disruptive technology was in a major bubble a year ago as 2020 turned to 2021 since the sector had been bolstered substantially by COVID-19 and this had fed into a \"fear of missing out\" frenzy in the sector. Since then, this bubble has collapsed as the euphoria has worn off and soaring inflation has pressured the Federal Reserve into signaling meaningful interest rate hikes in the near future. This has pushed investors back towards companies that are generating profits today rather than being content to wait until well into the future to receive profits. The steep decline of ARK Investment's flagship ETF (NYSEARCA:ARKK) over the past year proves this point:Data by YCharts2. While the inflation and deflation of the ARKK bubble and the associated macroeconomic and geopolitical factors explain a lot of PLTR's share price performance over the past year, another major factor weighing on the stock is management's doubling down on its liberal stock-based compensation policy. The company's aggressive issuance of equity to its employees consistently erases what would otherwise be solid profits and turns the company's bottom line deep into the red quarter after quarter.That said, management's argument in favor of stock-based compensation also makes sense:it helps to attract and retain the best and brightest minds in the industryit gives employees substantial skin in the game alongside investorsit preserves cash for the company to invest aggressively into research, product development, and sales and marketing efforts.With such a massive and rapidly growing total addressable market, growth investing truly does seem to be the most prudent use of capital at this point, even if it means diluting shareholders in the short term. Nevertheless, itcannot be denied that this practice weighs heavily on the shares as many investors have begun to lose patience with the company's apparent disregard of shareholders. Rising inflation and the prospect of higher interest rates has only heightened that sentiment even more.What Has Not Changed In Palantir?PLTR continues to grow and innovate rapidly. While we will have to wait for Q4 results to verify this, but there is no indication that its U.S. commercial and government businesses have stopped growing rapidly. The company still has a $120 billion plus total addressable market that should grow rapidly for the next decade and beyond and its biggest current roadblock to sustaining or even increasing its robust current growth rate is winning more international business.Management seems keenly focused on accelerating its international penetration as the past two earnings calls have featured management comments referencing \"accelerating growth\" in the international business that has yet to show up, the company is investing aggressively in international sales team hiring, and the company has recently produced a string of videos featuring international clients, CEO Alex Karp speaking in French with clients, and addressing the nation of Japan to wish them a happy 2022 and announce plans to visit the nation this year.The thesis really remains the same: PLTR has a massive growth runway that should allow for robust top-line growth for many years to come, it has some of the top talent in the industry, its Foundry business is taking off nicely in the U.S., and it possesses a coveted position on the inside track with U.S. government agencies and seems to be its top horse for running the A.I. race against China.However, investors still need to see that PLTR's international commercial and government businesses can gain meaningful traction and that the company can scale to a level where the dilutive impact of stock-based compensation becomes significantly diminished. Once these two big questions are resolved, PLTR's investment thesis will be significantly de-risked and the stock price should then see much greater stability, if not upside.What Is PLTR Stock Worth?Given that PLTR's total addressable market should grow by around 20% per year (in-line with the projected 20.4% global big data CAGR through 2030), we think that PLTR's TAM will be over $600 billion by the end of 2030. We think that PLTR is competitively positioned within its space and should therefore be able to at a minimum retain its current market share, providing a nice floor growth rate of a 20% revenue CAGR over that time span.Management has guided for over $4 billion in revenue in 2025, while analysts expect the company will smash that projection with over $5 billion in revenue in 2025. That implies a ~35% revenue CAGR over that time span which we think is quite reasonable given that the company grew revenue by 47.2% in 2022 and is expected to have grown it by about 40% in 2021.If we assume a 25% revenue growth CAGR from 2026-2030, revenue will be at $15.4 billion in 2030. That would be a meager 2.5% of total addressable market share. For reference, Amazon(NASDAQ:AMZN)currently owns ~15% of its market share and Uber(NYSE:UBER)currently owns ~4% of its market share. We think this is a very reasonable - if not conservative - set of assumptions.This leaves the big question at what PLTR's EBITDA margins will end up being. In 2020, they were 18.6% and in 2021 they are expected to come in around 30%. If the company can merely sustain these margins, its EBITDA will be $4.6 billion in 2030. At a 30x EV/EBITDA multiple, the company would be worth nearly $140 billion. Today, its enterprise value is just $24.5 billion. That would imply a 21% total return CAGR over the next nine years.Investor TakeawayGiven its competitive positioning, the soaring geopolitical tensions and rivalries that are bound to become increasingly centered on A.I. capabilities, and the rise of big data across global industry, PLTR is in a strong position to see massive growth for years to come.If it can continue growing at a rapid clip, its stock-based compensation should begin to decline in significance and ultimately it should generate attractive total returns for shareholders. Thanks to the massive recent sell-off, its margin of safety is wider than ever and it could very possibly generate over 20% annualized total returns through 2030.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639357673,"gmtCreate":1643179508945,"gmtModify":1643179509420,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585125163446793","authorIdStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639357673","repostId":"1165594846","repostType":4,"repost":{"id":"1165594846","kind":"news","pubTimestamp":1643178762,"share":"https://www.laohu8.com/m/news/1165594846?lang=zh_CN&edition=full","pubTime":"2022-01-26 14:32","market":"us","language":"en","title":"How low can DraftKings Stock Go?<blockquote>DraftKings的股票能跌到多低?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165594846","media":"InvestorPlace","summary":"Aggressive investors ought to be considering DKNG stock as it falls into the mid teens","content":"<p><div> The major correction DraftKings(NASDAQ:DKNG) has been on since early September has seen DKNG stock lose almost 70% of its value.Thanks to a terrible first month of 2022 — 374 S&P 500 stocks are down ...</p><p><blockquote><div>DraftKings(纳斯达克股票代码:DKNG)自9月初以来一直在进行重大调整,DKNG股票价值下跌了近70%。由于2022年第一个月的糟糕表现,374只标普500股票下跌……</div></blockquote></p><p> <a href=\"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>How low can DraftKings Stock Go?<blockquote>DraftKings的股票能跌到多低?</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\">\nHow low can DraftKings Stock Go?<blockquote>DraftKings的股票能跌到多低?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2022-01-26 14:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The major correction DraftKings(NASDAQ:DKNG) has been on since early September has seen DKNG stock lose almost 70% of its value.Thanks to a terrible first month of 2022 — 374 S&P 500 stocks are down ...</p><p><blockquote><div>DraftKings(纳斯达克股票代码:DKNG)自9月初以来一直在进行重大调整,DKNG股票价值下跌了近70%。由于2022年第一个月的糟糕表现,374只标普500股票下跌……</div></blockquote></p><p> <a href=\"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/\">InvestorPlace</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":{"DKNG":"DraftKings Inc."},"source_url":"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165594846","content_text":"The major correction DraftKings(NASDAQ:DKNG) has been on since early September has seen DKNG stock lose almost 70% of its value.Thanks to a terrible first month of 2022 — 374 S&P 500 stocks are down year-to-date through Jan. 21 — DraftKings now trades under $20 for the first time since April 2020.Investors who bought DKNG at the end of December probably thought they were getting a pretty good deal at $27 and change. However, as I write this, DraftKings is down 5% in early trading, getting closer to the mid-teens with each passing day.How low can DKNG stock go?DKNG Stock Could End up in Single DigitsIf you bought DraftKings above $60 in early September, I doubt you’re still holding the sports betting stock. But if you are, this falling knife looks like it could keep moving lower in February, possibly into single digits.That said, I still believe it has a promising long-term future. But as I said in December, it is not going to get back to the $60s without taking shareholders on a very bumpy ride. In this article, I wrote:“I believe DraftKings has a strong brand. The addition of Golden Nugget Online Gaming will undoubtedly help bring some balance to a business driven primarily by sports betting. Using stock to buy GNOG, I think GNOG investors will be happy long-term with the decision to sell to DraftKings.”So far, early in 2022, DraftKings has already announced three new states for online or in-person sports betting. The most prominent announcement was the Jan. 8 launch of its New York mobile and online sportsbook, ahead of the NFL playoffs. After watching the Buffalo Bills lose a heartbreaker to the Kansas City Chiefs, my guess is sports betting in the Empire State is going to be significant for the remainder of the playoffs and beyond.The fact that the company continues to exercise its game plan to control a big share of the U.S. sports betting market doesn’t seem to be translating into demand for its stock. The faltering market certainly isn’t helping the cause.My InvestorPlace colleague, Joel Baglole, recently discussed why DKNG has yet to bottom. Baglole feels the company is burning through too much cash — it lost $1.2 billion in the nine months ended Sep. 30, 2021 — spending more than $703 million in sales and marketing through the first three quarters of fiscal 2021, about 132% higher than a year earlier.Until DraftKings’ pathway to profitability becomes more apparent, my colleague believes the stock will continue to fall. I would agree with his assessment.However, the further it falls, the more attractive it will become for aggressive value investors. Here’s why.Increased Sports Betting Should HelpIn December,one out of every four American adults (21 or older) bet on sports. That’s got to be music to the ears of all the major participants, DraftKings included.Even more impressive is that 12% of American adults bet on sports weekly in December, up from 5% in January 2021. The number of adults who bet on sports monthly increased by 80% in 2021. As more states legalize sports betting, these numbers will continue to increase dramatically.Say what you want about Ark Invest Chief Executive Officer Cathie Wood’s portfolio management prowess or lack thereof. Still, the fact that she continues to buy DKNG is an indication that she sees the stats above and believes DraftKing can continue to attract and retain many American adults who bet on sports.DraftKings had 1.3 million monthly unique payers (MUPs) in the third quarter, 31% higher than Q3 2020. In addition, the average revenue per MUP was $47 in Q3 2021, 38% higher than a year earlier.As a result, it led the company up to its 2021 full-year guidance to $1.26 billion at the midpoint, 96% higher than a year earlier. In 2022, it expects $1.8 billion in revenue, 43% higher than in 2021.InvestorPlace’s Tezcan Gecgil recently pointed out that 32 analysts covering DKNG give it a Buy rating. The 27 who give it a 12-month target price have a median price of $58, providing investors with significant upside potential.She believes it could be a takeover target given its falling share price. However, if a deal does happen, you can be sure it will be for a lot more than $19.32 where it currently trades.If you are an aggressive investor who doesn’t mind making bets on unprofitable businesses with growth potential, the risk-to-reward proposition is getting better by the day.As I said in December, if you do buy, I would put aside some cash to buy more should it fall into the low teens or even single digits, which could happen sooner rather than later.You should not be entertaining buying DKNG stock if you can’t handle lots of risk. And let’s face it, there’s plenty.","news_type":1,"symbols_score_info":{"DKNG":0.9}},"isVote":1,"tweetType":1,"viewCount":2297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639357810,"gmtCreate":1643179495467,"gmtModify":1643179500422,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585125163446793","authorIdStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639357810","repostId":"1165594846","repostType":4,"repost":{"id":"1165594846","kind":"news","pubTimestamp":1643178762,"share":"https://www.laohu8.com/m/news/1165594846?lang=zh_CN&edition=full","pubTime":"2022-01-26 14:32","market":"us","language":"en","title":"How low can DraftKings Stock Go?<blockquote>DraftKings的股票能跌到多低?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165594846","media":"InvestorPlace","summary":"Aggressive investors ought to be considering DKNG stock as it falls into the mid teens","content":"<p><div> The major correction DraftKings(NASDAQ:DKNG) has been on since early September has seen DKNG stock lose almost 70% of its value.Thanks to a terrible first month of 2022 — 374 S&P 500 stocks are down ...</p><p><blockquote><div>DraftKings(纳斯达克股票代码:DKNG)自9月初以来一直在进行重大调整,DKNG股票价值下跌了近70%。由于2022年第一个月的糟糕表现,374只标普500股票下跌……</div></blockquote></p><p> <a href=\"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>How low can DraftKings Stock Go?<blockquote>DraftKings的股票能跌到多低?</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\">\nHow low can DraftKings Stock Go?<blockquote>DraftKings的股票能跌到多低?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2022-01-26 14:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The major correction DraftKings(NASDAQ:DKNG) has been on since early September has seen DKNG stock lose almost 70% of its value.Thanks to a terrible first month of 2022 — 374 S&P 500 stocks are down ...</p><p><blockquote><div>DraftKings(纳斯达克股票代码:DKNG)自9月初以来一直在进行重大调整,DKNG股票价值下跌了近70%。由于2022年第一个月的糟糕表现,374只标普500股票下跌……</div></blockquote></p><p> <a href=\"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/\">InvestorPlace</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":{"DKNG":"DraftKings Inc."},"source_url":"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165594846","content_text":"The major correction DraftKings(NASDAQ:DKNG) has been on since early September has seen DKNG stock lose almost 70% of its value.Thanks to a terrible first month of 2022 — 374 S&P 500 stocks are down year-to-date through Jan. 21 — DraftKings now trades under $20 for the first time since April 2020.Investors who bought DKNG at the end of December probably thought they were getting a pretty good deal at $27 and change. However, as I write this, DraftKings is down 5% in early trading, getting closer to the mid-teens with each passing day.How low can DKNG stock go?DKNG Stock Could End up in Single DigitsIf you bought DraftKings above $60 in early September, I doubt you’re still holding the sports betting stock. But if you are, this falling knife looks like it could keep moving lower in February, possibly into single digits.That said, I still believe it has a promising long-term future. But as I said in December, it is not going to get back to the $60s without taking shareholders on a very bumpy ride. In this article, I wrote:“I believe DraftKings has a strong brand. The addition of Golden Nugget Online Gaming will undoubtedly help bring some balance to a business driven primarily by sports betting. Using stock to buy GNOG, I think GNOG investors will be happy long-term with the decision to sell to DraftKings.”So far, early in 2022, DraftKings has already announced three new states for online or in-person sports betting. The most prominent announcement was the Jan. 8 launch of its New York mobile and online sportsbook, ahead of the NFL playoffs. After watching the Buffalo Bills lose a heartbreaker to the Kansas City Chiefs, my guess is sports betting in the Empire State is going to be significant for the remainder of the playoffs and beyond.The fact that the company continues to exercise its game plan to control a big share of the U.S. sports betting market doesn’t seem to be translating into demand for its stock. The faltering market certainly isn’t helping the cause.My InvestorPlace colleague, Joel Baglole, recently discussed why DKNG has yet to bottom. Baglole feels the company is burning through too much cash — it lost $1.2 billion in the nine months ended Sep. 30, 2021 — spending more than $703 million in sales and marketing through the first three quarters of fiscal 2021, about 132% higher than a year earlier.Until DraftKings’ pathway to profitability becomes more apparent, my colleague believes the stock will continue to fall. I would agree with his assessment.However, the further it falls, the more attractive it will become for aggressive value investors. Here’s why.Increased Sports Betting Should HelpIn December,one out of every four American adults (21 or older) bet on sports. That’s got to be music to the ears of all the major participants, DraftKings included.Even more impressive is that 12% of American adults bet on sports weekly in December, up from 5% in January 2021. The number of adults who bet on sports monthly increased by 80% in 2021. As more states legalize sports betting, these numbers will continue to increase dramatically.Say what you want about Ark Invest Chief Executive Officer Cathie Wood’s portfolio management prowess or lack thereof. Still, the fact that she continues to buy DKNG is an indication that she sees the stats above and believes DraftKing can continue to attract and retain many American adults who bet on sports.DraftKings had 1.3 million monthly unique payers (MUPs) in the third quarter, 31% higher than Q3 2020. In addition, the average revenue per MUP was $47 in Q3 2021, 38% higher than a year earlier.As a result, it led the company up to its 2021 full-year guidance to $1.26 billion at the midpoint, 96% higher than a year earlier. In 2022, it expects $1.8 billion in revenue, 43% higher than in 2021.InvestorPlace’s Tezcan Gecgil recently pointed out that 32 analysts covering DKNG give it a Buy rating. The 27 who give it a 12-month target price have a median price of $58, providing investors with significant upside potential.She believes it could be a takeover target given its falling share price. However, if a deal does happen, you can be sure it will be for a lot more than $19.32 where it currently trades.If you are an aggressive investor who doesn’t mind making bets on unprofitable businesses with growth potential, the risk-to-reward proposition is getting better by the day.As I said in December, if you do buy, I would put aside some cash to buy more should it fall into the low teens or even single digits, which could happen sooner rather than later.You should not be entertaining buying DKNG stock if you can’t handle lots of risk. And let’s face it, there’s plenty.","news_type":1,"symbols_score_info":{"DKNG":0.9}},"isVote":1,"tweetType":1,"viewCount":3025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}