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Khoorious
Khoorious
·
2021-11-28
Like pls
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Khoorious
Khoorious
·
2021-11-25
Shooot to the mooooon😜
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Khoorious
Khoorious
·
2021-11-25
Like pls 😊
7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据,感恩节风险敞口最大的 7 只股票</blockquote>
Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs. A recent B
7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据,感恩节风险敞口最大的 7 只股票</blockquote>
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Khoorious
Khoorious
·
2021-11-23
Like pls
JPMorgan, Goldman Sachs Assigned Higher Capital Buffers<blockquote>摩根大通、高盛分配了更高的资本缓冲</blockquote>
Global financial regulators boosted capital requirements for JPMorgan Chase & Co., Goldman Sachs Gro
JPMorgan, Goldman Sachs Assigned Higher Capital Buffers<blockquote>摩根大通、高盛分配了更高的资本缓冲</blockquote>
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Khoorious
Khoorious
·
2021-11-21
to the moon
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Khoorious
Khoorious
·
2021-11-21
NIO is just like Tesla for long term
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Khoorious
Khoorious
·
2021-11-20
Interesting! Like pls
Why United Airlines Stock Is Losing Altitude Today<blockquote>为什么美联航股价今天下跌</blockquote>
Key Points United Airlines, among the U.S. carriers most reliant on international travel, is leading
Why United Airlines Stock Is Losing Altitude Today<blockquote>为什么美联航股价今天下跌</blockquote>
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Khoorious
Khoorious
·
2021-11-17
good earning!
Cisco Reports Earnings Wednesday. What to Expect.<blockquote>思科周三公布财报。期待什么。</blockquote>
Cisco Systems results, due after the close of trading on Wednesday, should provide data on both the
Cisco Reports Earnings Wednesday. What to Expect.<blockquote>思科周三公布财报。期待什么。</blockquote>
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Khoorious
Khoorious
·
2021-11-17
the tides will turn. Like pls
EV stocks dipped in morning trading<blockquote>电动汽车股早盘交易中下跌</blockquote>
EV stocks dipped in morning trading.Arrival,Rivian,Lucid,Fisker,Nio,Xpeng Motors and Li Auto fell be
EV stocks dipped in morning trading<blockquote>电动汽车股早盘交易中下跌</blockquote>
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Khoorious
Khoorious
·
2021-11-17
only temporary
Sea shares fell more than 7% in morning trading<blockquote>Sea股价早盘下跌逾7%</blockquote>
Sea shares fell more than 7% after cut to Neutral at BofA on slowing growth. Bank of America analys
Sea shares fell more than 7% in morning trading<blockquote>Sea股价早盘下跌逾7%</blockquote>
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mooooon😜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877994814","repostId":"2186916023","repostType":4,"isVote":1,"tweetType":1,"viewCount":3291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877994991,"gmtCreate":1637855276968,"gmtModify":1637855276968,"author":{"id":"4087782823320820","authorId":"4087782823320820","name":"Khoorious","avatar":"https://static.tigerbbs.com/bdd0156abf45f3dad60a67adc219ef5d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087782823320820","authorIdStr":"4087782823320820"},"themes":[],"title":"","htmlText":"Like pls 😊","listText":"Like pls 😊","text":"Like pls 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877994991","repostId":"1122037796","repostType":4,"repost":{"id":"1122037796","kind":"news","pubTimestamp":1637849010,"share":"https://www.laohunote.com/m/news/1122037796?lang=zh_CN&edition=full","pubTime":"2021-11-25 22:03","market":"us","language":"en","title":"7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据,感恩节风险敞口最大的 7 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122037796","media":"finance.yahoo","summary":"Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.\nA recent B","content":"<p>Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.</p><p><blockquote>感恩节盛宴可能会吸引比去年更多的人群,并产生更高的成本。</blockquote></p><p> A recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid supply chain bottlenecks, inflation, lingering COVID concerns, low inventories, and evolving consumer behaviors.</p><p><blockquote>美国银行最近的一份报告详细介绍了在供应链瓶颈、通货膨胀、挥之不去的新冠疫情担忧、低库存和不断变化的消费者行为的情况下,哪些公司最有可能接触到顶级节日菜肴。</blockquote></p><p> Those companies are Campbell's Soup Company (CPB), General Mills (GIS), The Kraft Heinz Company (KHC), Conagra Brands (CAG), Hormel Foods Corporation (HRL), McCormick & Company (MKC), and The Duckhorn Portfolio, Inc. (NAPA).</p><p><blockquote>这些公司是金宝汤公司 (CPB)、通用磨坊 (GIS)、卡夫亨氏公司 (KHC)、康尼格拉品牌 (CAG)、荷美尔食品公司 (HRL)、麦考密克公司 (MKC) 和鸭角投资组合公司 (NAPA)。</blockquote></p><p> \"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac & cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"</p><p><blockquote>“分析师们说:”我们调查了各公司对感恩节顶级菜肴的接触情况: 火鸡、馅料、晚餐卷、肉汁、四季豆砂锅、土豆、通心粉和奶酪甜点和葡萄酒。“总体而言,CPB、GIS、KHC、CAG、MKC、HRL 和 NAPA 是暴露最多的。KHC 和 NAPA 是我们在该组中最喜欢的股票。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39aa902f366c0bd07e076520c33cdf52\" tg-width=\"705\" tg-height=\"409\" width=\"100%\" height=\"auto\"><span>Key companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power</span></p><p><blockquote><p class=\"t-img-caption\"><span>暴露于感恩节大餐趋势的主要公司。(资料来源:美国银行)感恩节“盘子中心”项目看到更多定价权</span></p></blockquote></p><p> People appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)</p><p><blockquote>分析师表示,人们似乎再次聚集在桌子周围,因为社交媒体对话的数据发现,提及“疫苗”的人数有所增加,而提及“FaceTime”、“社交距离”和“取消”的人数有所下降。(“朋友聚会”和“白天喝酒”也有所增加。)</blockquote></p><p> And whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.</p><p><blockquote>无论消费者选择火鸡还是火腿、土豆泥还是棉花糖甘薯,传统的还是基于植物的选择,他们都可能在通货膨胀冲击食品价格的情况下支付更多费用。</blockquote></p><p> The American Farm Bureau Thanksgiving cost index projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.</p><p><blockquote>美国农业局感恩节成本指数预计2021年将同比增长14%,其中火鸡价格上涨24%。</blockquote></p><p> “When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”</p><p><blockquote>“美国银行全球研究部(BofA Global Research)高级食品和饮料分析师布莱恩-斯皮兰(Bryan Spillane)告诉雅虎财经直播(上图视频):”通常情况下,当你看到更多的盘子中央类型的食品时,历史上并没有太大的定价权。“但今年不同寻常的是,出现了这种情况。尤其是食品公司,在年中就开始提价,而且几乎没有弹性。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e60ff60917eb4db45a68c41bd19a337\" tg-width=\"705\" tg-height=\"529\" width=\"100%\" height=\"auto\"><span>Frozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年11月17日,星期三,费城的冷冻火鸡。(美联社照片/马特·洛克)</span></p></blockquote></p><p> That said, Spillane added, consumer behavior is expected to change at some point.</p><p><blockquote>尽管如此,斯皮兰补充说,消费者行为预计会在某个时候发生变化。</blockquote></p><p> “Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.</p><p><blockquote>“进入明年,我们真正关注的是:消费者在什么时候开始反击,我们是否开始看到一些降价或其他行为,表明消费者感受到了这种压力?”斯皮兰说。</blockquote></p><p> Investor appetite for food and beverage companies</p><p><blockquote>投资者对食品饮料公司的胃口</blockquote></p><p> The top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.</p><p><blockquote>最具上行或下行潜力的顶级公司是金宝公司,美国银行给予其“跑输大盘”评级。</blockquote></p><p> “Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”</p><p><blockquote>“斯皮兰说:”坎贝尔在几个问题上苦苦挣扎。“一是他们正在经历大量的通货膨胀。他们的产品组合有点偏向.中低收入家庭。因此,这可能是一个在传递这些价格方面存在一些敏感性的领域”。</blockquote></p><p> The iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.</p><p><blockquote>斯皮兰补充说,这家标志性的汤品公司也直接和间接地面临着劳动力短缺和劳动力成本上升的问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be1718627f49a5fcc29f52e9e322313f\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Cans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid</span></p><p><blockquote><p class=\"t-img-caption\"><span>2017年2月15日,美国纽约市一家超市里陈列着罐装金宝汤。路透社/布伦丹·麦克德米德</span></p></blockquote></p><p> BofA also gave seasoning-maker McCormick & Company an \"underperform\" rating, with an $84 price target.</p><p><blockquote>美国银行还给予调味品制造商麦考密克公司“跑输大盘”评级,目标价为 84 美元。</blockquote></p><p> McCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”</p><p><blockquote>斯皮兰说,麦考密克 “仍在以溢价进行交易”,他补充说,虽然在过去的 18 个月里,人们在家做饭的次数增加了,但 “在某个时候,随着情况的缓和,你会看到更少的在家做饭的行为。这将给麦考密克带来悬念”。</blockquote></p><p> On the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.</p><p><blockquote>另一方面,“好时 [HSY] 处于有利地位,”斯皮兰说,尤其是在通胀环境下。</blockquote></p><p> “The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.</p><p><blockquote>“他解释说:”好时是一个仍在强劲增长的品类,仍然有很多产品创新,而且定价权也得到了证明,我们认为好时已经做好了充分准备,也许不仅仅是保护利润率,也许还能在我们经历一些通货膨胀的过程中提高利润率。</blockquote></p><p> BofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.</p><p><blockquote>美国银行还给予炉顶填料制造商卡夫亨氏买入评级,目标价为 46 美元。</blockquote></p><p></p><p> “We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.</p><p><blockquote>“分析师写道:”我们认为这是合理的,因为我们认为,KHC 已做好充分准备,可以抓住与经济衰退和食品储藏室库存相关的不断变化的消费者需求模式,而高于平均水平的债务水平抵消了这些变化。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据,感恩节风险敞口最大的 7 只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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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 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据,感恩节风险敞口最大的 7 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-11-25 22:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.</p><p><blockquote>感恩节盛宴可能会吸引比去年更多的人群,并产生更高的成本。</blockquote></p><p> A recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid supply chain bottlenecks, inflation, lingering COVID concerns, low inventories, and evolving consumer behaviors.</p><p><blockquote>美国银行最近的一份报告详细介绍了在供应链瓶颈、通货膨胀、挥之不去的新冠疫情担忧、低库存和不断变化的消费者行为的情况下,哪些公司最有可能接触到顶级节日菜肴。</blockquote></p><p> Those companies are Campbell's Soup Company (CPB), General Mills (GIS), The Kraft Heinz Company (KHC), Conagra Brands (CAG), Hormel Foods Corporation (HRL), McCormick & Company (MKC), and The Duckhorn Portfolio, Inc. (NAPA).</p><p><blockquote>这些公司是金宝汤公司 (CPB)、通用磨坊 (GIS)、卡夫亨氏公司 (KHC)、康尼格拉品牌 (CAG)、荷美尔食品公司 (HRL)、麦考密克公司 (MKC) 和鸭角投资组合公司 (NAPA)。</blockquote></p><p> \"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac & cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"</p><p><blockquote>“分析师们说:”我们调查了各公司对感恩节顶级菜肴的接触情况: 火鸡、馅料、晚餐卷、肉汁、四季豆砂锅、土豆、通心粉和奶酪甜点和葡萄酒。“总体而言,CPB、GIS、KHC、CAG、MKC、HRL 和 NAPA 是暴露最多的。KHC 和 NAPA 是我们在该组中最喜欢的股票。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39aa902f366c0bd07e076520c33cdf52\" tg-width=\"705\" tg-height=\"409\" width=\"100%\" height=\"auto\"><span>Key companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power</span></p><p><blockquote><p class=\"t-img-caption\"><span>暴露于感恩节大餐趋势的主要公司。(资料来源:美国银行)感恩节“盘子中心”项目看到更多定价权</span></p></blockquote></p><p> People appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)</p><p><blockquote>分析师表示,人们似乎再次聚集在桌子周围,因为社交媒体对话的数据发现,提及“疫苗”的人数有所增加,而提及“FaceTime”、“社交距离”和“取消”的人数有所下降。(“朋友聚会”和“白天喝酒”也有所增加。)</blockquote></p><p> And whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.</p><p><blockquote>无论消费者选择火鸡还是火腿、土豆泥还是棉花糖甘薯,传统的还是基于植物的选择,他们都可能在通货膨胀冲击食品价格的情况下支付更多费用。</blockquote></p><p> The American Farm Bureau Thanksgiving cost index projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.</p><p><blockquote>美国农业局感恩节成本指数预计2021年将同比增长14%,其中火鸡价格上涨24%。</blockquote></p><p> “When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”</p><p><blockquote>“美国银行全球研究部(BofA Global Research)高级食品和饮料分析师布莱恩-斯皮兰(Bryan Spillane)告诉雅虎财经直播(上图视频):”通常情况下,当你看到更多的盘子中央类型的食品时,历史上并没有太大的定价权。“但今年不同寻常的是,出现了这种情况。尤其是食品公司,在年中就开始提价,而且几乎没有弹性。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e60ff60917eb4db45a68c41bd19a337\" tg-width=\"705\" tg-height=\"529\" width=\"100%\" height=\"auto\"><span>Frozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年11月17日,星期三,费城的冷冻火鸡。(美联社照片/马特·洛克)</span></p></blockquote></p><p> That said, Spillane added, consumer behavior is expected to change at some point.</p><p><blockquote>尽管如此,斯皮兰补充说,消费者行为预计会在某个时候发生变化。</blockquote></p><p> “Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.</p><p><blockquote>“进入明年,我们真正关注的是:消费者在什么时候开始反击,我们是否开始看到一些降价或其他行为,表明消费者感受到了这种压力?”斯皮兰说。</blockquote></p><p> Investor appetite for food and beverage companies</p><p><blockquote>投资者对食品饮料公司的胃口</blockquote></p><p> The top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.</p><p><blockquote>最具上行或下行潜力的顶级公司是金宝公司,美国银行给予其“跑输大盘”评级。</blockquote></p><p> “Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”</p><p><blockquote>“斯皮兰说:”坎贝尔在几个问题上苦苦挣扎。“一是他们正在经历大量的通货膨胀。他们的产品组合有点偏向.中低收入家庭。因此,这可能是一个在传递这些价格方面存在一些敏感性的领域”。</blockquote></p><p> The iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.</p><p><blockquote>斯皮兰补充说,这家标志性的汤品公司也直接和间接地面临着劳动力短缺和劳动力成本上升的问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be1718627f49a5fcc29f52e9e322313f\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Cans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid</span></p><p><blockquote><p class=\"t-img-caption\"><span>2017年2月15日,美国纽约市一家超市里陈列着罐装金宝汤。路透社/布伦丹·麦克德米德</span></p></blockquote></p><p> BofA also gave seasoning-maker McCormick & Company an \"underperform\" rating, with an $84 price target.</p><p><blockquote>美国银行还给予调味品制造商麦考密克公司“跑输大盘”评级,目标价为 84 美元。</blockquote></p><p> McCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”</p><p><blockquote>斯皮兰说,麦考密克 “仍在以溢价进行交易”,他补充说,虽然在过去的 18 个月里,人们在家做饭的次数增加了,但 “在某个时候,随着情况的缓和,你会看到更少的在家做饭的行为。这将给麦考密克带来悬念”。</blockquote></p><p> On the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.</p><p><blockquote>另一方面,“好时 [HSY] 处于有利地位,”斯皮兰说,尤其是在通胀环境下。</blockquote></p><p> “The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.</p><p><blockquote>“他解释说:”好时是一个仍在强劲增长的品类,仍然有很多产品创新,而且定价权也得到了证明,我们认为好时已经做好了充分准备,也许不仅仅是保护利润率,也许还能在我们经历一些通货膨胀的过程中提高利润率。</blockquote></p><p> BofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.</p><p><blockquote>美国银行还给予炉顶填料制造商卡夫亨氏买入评级,目标价为 46 美元。</blockquote></p><p></p><p> “We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.</p><p><blockquote>“分析师写道:”我们认为这是合理的,因为我们认为,KHC 已做好充分准备,可以抓住与经济衰退和食品储藏室库存相关的不断变化的消费者需求模式,而高于平均水平的债务水平抵消了这些变化。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/7-stocks-thanksgiving-exposure-bank-of-america-134505457.html\">finance.yahoo</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":{"KHC":"卡夫亨氏","HRL":"荷美尔","CPB":"金宝汤","CAG":"康尼格拉","MKC":"味好美","GIS":"通用磨坊"},"source_url":"https://finance.yahoo.com/news/7-stocks-thanksgiving-exposure-bank-of-america-134505457.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122037796","content_text":"Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.\nA recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid supply chain bottlenecks, inflation, lingering COVID concerns, low inventories, and evolving consumer behaviors.\nThose companies are Campbell's Soup Company (CPB), General Mills (GIS), The Kraft Heinz Company (KHC), Conagra Brands (CAG), Hormel Foods Corporation (HRL), McCormick & Company (MKC), and The Duckhorn Portfolio, Inc. (NAPA).\n\"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac & cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"\nKey companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power\nPeople appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)\nAnd whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.\nThe American Farm Bureau Thanksgiving cost index projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.\n“When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”\nFrozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)\nThat said, Spillane added, consumer behavior is expected to change at some point.\n“Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.\nInvestor appetite for food and beverage companies\nThe top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.\n“Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”\nThe iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.\nCans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid\nBofA also gave seasoning-maker McCormick & Company an \"underperform\" rating, with an $84 price target.\nMcCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”\nOn the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.\n“The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.\nBofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.\n“We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.","news_type":1,"symbols_score_info":{"KHC":0.9,"MKC":0.9,"NAPA":0.9,"CPB":0.9,"CAG":0.9,"HRL":0.9,"GIS":0.9}},"isVote":1,"tweetType":1,"viewCount":4236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875456825,"gmtCreate":1637680619880,"gmtModify":1637680619880,"author":{"id":"4087782823320820","authorId":"4087782823320820","name":"Khoorious","avatar":"https://static.tigerbbs.com/bdd0156abf45f3dad60a67adc219ef5d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087782823320820","authorIdStr":"4087782823320820"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875456825","repostId":"1111787545","repostType":4,"repost":{"id":"1111787545","kind":"news","pubTimestamp":1637677426,"share":"https://www.laohunote.com/m/news/1111787545?lang=zh_CN&edition=full","pubTime":"2021-11-23 22:23","market":"us","language":"en","title":"JPMorgan, Goldman Sachs Assigned Higher Capital Buffers<blockquote>摩根大通、高盛分配了更高的资本缓冲</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111787545","media":"WSJ","summary":"Global financial regulators boosted capital requirements for JPMorgan Chase & Co., Goldman Sachs Gro","content":"<p>Global financial regulators boosted capital requirements for JPMorgan Chase & Co., Goldman Sachs Group Inc. and BNP Paribas SAunder rules intended to help avoid a repeat of the 2008 global financial crisis, in which the largest lenders were deemed too big to fail.</p><p><blockquote>全球金融监管机构提高了摩根大通、高盛集团和法国巴黎银行桑德尔规则的资本要求,旨在帮助避免2008年全球金融危机重演,当时最大的银行被认为太大而不能倒闭。</blockquote></p><p> The Financial Stability Board in Basel, Switzerland, said the three banks would be required to set aside a further 0.5% of common equity Tier 1 capital under rules for the world’s largest lenders—the so-called global systemically important banks, of which there are currently 30. The higher requirements become effective in January 2023, the FSB said in a statement Tuesday.</p><p><blockquote>位于瑞士巴塞尔的金融稳定委员会表示,根据全球最大贷款机构--所谓的全球系统重要性银行--的规定,这三家银行将被要求再预留 0.5% 的普通股一级资本,目前全球有 30 家银行。俄罗斯联邦安全局周二在一份声明中表示,更高的要求将于 2023 年 1 月生效。</blockquote></p><p> The higher capital requirements won’t have an immediate impact on the U.S. banks, since the Federal Reserve already requires higher additional capital standards for the biggest banks. The FSB’s decisions on additional capital requirements come in the form of recommendations, which national regulators have vowed to follow.</p><p><blockquote>更高的资本要求不会对美国银行产生直接影响,因为美联储已经要求最大的银行提高额外资本标准。金融稳定委员会关于额外资本要求的决定以建议的形式做出,国家监管机构已发誓要遵循这些建议。</blockquote></p><p> The changes “largely reflect the effects of changes in underlying activity of banks,” the FSB said. Bank balance sheets swelled during the pandemic, a response to huge amounts of central bank stimulus and government spending. JPMorgan’s total assets grew by more than a quarter to $3.39 trillion in 2020, from $2.69 trillion the year before.</p><p><blockquote>金融稳定委员会表示,这些变化 “在很大程度上反映了银行基础活动变化的影响”。疫情期间,银行资产负债表膨胀,这是对央行巨额刺激和政府支出的回应。2020 年,摩根大通的总资产增长了四分之一以上,达到 3.39 万亿美元,而上一年为 2.69 万亿美元。</blockquote></p><p> The FSB updates its list of biggest banks annually. JPMorgan, the largest U.S. bank, must have an additional capital buffer of 2.5%, becoming the only global lender with a requirement of this size. The aim of the buffer is to ensure that the biggest banks have enough loss-absorbing capacity for an orderly resolution if the bank fails.</p><p><blockquote>金融稳定委员会每年都会更新其最大银行名单。美国最大的银行摩根大通必须有2.5%的额外资本缓冲,成为唯一一家有这一规模要求的全球银行。缓冲的目的是确保最大的银行有足够的损失吸收能力,以便在银行倒闭时有序解决。</blockquote></p><p> A JPMorgan spokesperson said the bank already meets the requirement because the Federal Reserve has set it a higher surcharge of 3.5%.</p><p><blockquote>摩根大通发言人表示,该银行已经符合要求,因为美联储已对其设定了 3.5% 的更高附加费。</blockquote></p><p> The Federal Reserve has set Goldman Sachs a surcharge of 2.5%, higher than the FSB’s new requirement of 1.5%. Goldman Sachs declined to comment.</p><p><blockquote>美联储对高盛征收2.5%的附加费,高于金融稳定委员会1.5%的新要求。高盛拒绝置评。</blockquote></p><p> BNP Paribas must have an additional capital buffer of 2%, joining Citigroup Inc. and HSBC Holdings PLC, which already have to meet that level. BNP Paribas declined to comment.</p><p><blockquote>法国巴黎银行必须拥有 2% 的额外资本缓冲,加入花旗集团和汇丰控股公司的行列,后者已经必须达到这一水平。法国巴黎银行拒绝置评。</blockquote></p><p> “Banks have headroom in their capital ratios to manage it,” said Richard Barnes, an analyst at S&P Global Ratings.</p><p><blockquote>“标准普尔全球评级公司(S&P Global Ratings)分析师理查德-巴恩斯(Richard Barnes)说:”银行在资本比率方面有余地来管理资本比率。</blockquote></p><p> The FSB’s secretariat is hosted by the Bank for International Settlements, a group owned by central banks around the world. After the rush of bank failures and bailouts in 2008 and 2009, regulators came together under the FSB to set minimum uniform standards for bank capital.</p><p><blockquote>金融稳定委员会秘书处由国际清算银行(Bank for International Settlements)主办,国际清算银行是一个由世界各地中央银行所有的集团。在 2008 年和 2009 年银行倒闭和救助热潮之后,监管机构在金融稳定委员会 (FSB) 的领导下聚集在一起,制定了银行资本的最低统一标准。</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>JPMorgan, Goldman Sachs Assigned Higher Capital Buffers<blockquote>摩根大通、高盛分配了更高的资本缓冲</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\">\nJPMorgan, Goldman Sachs Assigned Higher Capital Buffers<blockquote>摩根大通、高盛分配了更高的资本缓冲</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">WSJ</strong><span class=\"h-time small\">2021-11-23 22:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Global financial regulators boosted capital requirements for JPMorgan Chase & Co., Goldman Sachs Group Inc. and BNP Paribas SAunder rules intended to help avoid a repeat of the 2008 global financial crisis, in which the largest lenders were deemed too big to fail.</p><p><blockquote>全球金融监管机构提高了摩根大通、高盛集团和法国巴黎银行桑德尔规则的资本要求,旨在帮助避免2008年全球金融危机重演,当时最大的银行被认为太大而不能倒闭。</blockquote></p><p> The Financial Stability Board in Basel, Switzerland, said the three banks would be required to set aside a further 0.5% of common equity Tier 1 capital under rules for the world’s largest lenders—the so-called global systemically important banks, of which there are currently 30. The higher requirements become effective in January 2023, the FSB said in a statement Tuesday.</p><p><blockquote>位于瑞士巴塞尔的金融稳定委员会表示,根据全球最大贷款机构--所谓的全球系统重要性银行--的规定,这三家银行将被要求再预留 0.5% 的普通股一级资本,目前全球有 30 家银行。俄罗斯联邦安全局周二在一份声明中表示,更高的要求将于 2023 年 1 月生效。</blockquote></p><p> The higher capital requirements won’t have an immediate impact on the U.S. banks, since the Federal Reserve already requires higher additional capital standards for the biggest banks. The FSB’s decisions on additional capital requirements come in the form of recommendations, which national regulators have vowed to follow.</p><p><blockquote>更高的资本要求不会对美国银行产生直接影响,因为美联储已经要求最大的银行提高额外资本标准。金融稳定委员会关于额外资本要求的决定以建议的形式做出,国家监管机构已发誓要遵循这些建议。</blockquote></p><p> The changes “largely reflect the effects of changes in underlying activity of banks,” the FSB said. Bank balance sheets swelled during the pandemic, a response to huge amounts of central bank stimulus and government spending. JPMorgan’s total assets grew by more than a quarter to $3.39 trillion in 2020, from $2.69 trillion the year before.</p><p><blockquote>金融稳定委员会表示,这些变化 “在很大程度上反映了银行基础活动变化的影响”。疫情期间,银行资产负债表膨胀,这是对央行巨额刺激和政府支出的回应。2020 年,摩根大通的总资产增长了四分之一以上,达到 3.39 万亿美元,而上一年为 2.69 万亿美元。</blockquote></p><p> The FSB updates its list of biggest banks annually. JPMorgan, the largest U.S. bank, must have an additional capital buffer of 2.5%, becoming the only global lender with a requirement of this size. The aim of the buffer is to ensure that the biggest banks have enough loss-absorbing capacity for an orderly resolution if the bank fails.</p><p><blockquote>金融稳定委员会每年都会更新其最大银行名单。美国最大的银行摩根大通必须有2.5%的额外资本缓冲,成为唯一一家有这一规模要求的全球银行。缓冲的目的是确保最大的银行有足够的损失吸收能力,以便在银行倒闭时有序解决。</blockquote></p><p> A JPMorgan spokesperson said the bank already meets the requirement because the Federal Reserve has set it a higher surcharge of 3.5%.</p><p><blockquote>摩根大通发言人表示,该银行已经符合要求,因为美联储已对其设定了 3.5% 的更高附加费。</blockquote></p><p> The Federal Reserve has set Goldman Sachs a surcharge of 2.5%, higher than the FSB’s new requirement of 1.5%. Goldman Sachs declined to comment.</p><p><blockquote>美联储对高盛征收2.5%的附加费,高于金融稳定委员会1.5%的新要求。高盛拒绝置评。</blockquote></p><p> BNP Paribas must have an additional capital buffer of 2%, joining Citigroup Inc. and HSBC Holdings PLC, which already have to meet that level. BNP Paribas declined to comment.</p><p><blockquote>法国巴黎银行必须拥有 2% 的额外资本缓冲,加入花旗集团和汇丰控股公司的行列,后者已经必须达到这一水平。法国巴黎银行拒绝置评。</blockquote></p><p> “Banks have headroom in their capital ratios to manage it,” said Richard Barnes, an analyst at S&P Global Ratings.</p><p><blockquote>“标准普尔全球评级公司(S&P Global Ratings)分析师理查德-巴恩斯(Richard Barnes)说:”银行在资本比率方面有余地来管理资本比率。</blockquote></p><p> The FSB’s secretariat is hosted by the Bank for International Settlements, a group owned by central banks around the world. After the rush of bank failures and bailouts in 2008 and 2009, regulators came together under the FSB to set minimum uniform standards for bank capital.</p><p><blockquote>金融稳定委员会秘书处由国际清算银行(Bank for International Settlements)主办,国际清算银行是一个由世界各地中央银行所有的集团。在 2008 年和 2009 年银行倒闭和救助热潮之后,监管机构在金融稳定委员会 (FSB) 的领导下聚集在一起,制定了银行资本的最低统一标准。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/jpmorgan-goldman-sachs-told-to-boost-capital-buffers-11637669426?siteid=yhoof2\">WSJ</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":{"JPM":"摩根大通","BNPQY":"BNP Paribas","GS":"高盛"},"source_url":"https://www.wsj.com/articles/jpmorgan-goldman-sachs-told-to-boost-capital-buffers-11637669426?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111787545","content_text":"Global financial regulators boosted capital requirements for JPMorgan Chase & Co., Goldman Sachs Group Inc. and BNP Paribas SAunder rules intended to help avoid a repeat of the 2008 global financial crisis, in which the largest lenders were deemed too big to fail.\nThe Financial Stability Board in Basel, Switzerland, said the three banks would be required to set aside a further 0.5% of common equity Tier 1 capital under rules for the world’s largest lenders—the so-called global systemically important banks, of which there are currently 30. The higher requirements become effective in January 2023, the FSB said in a statement Tuesday.\nThe higher capital requirements won’t have an immediate impact on the U.S. banks, since the Federal Reserve already requires higher additional capital standards for the biggest banks. The FSB’s decisions on additional capital requirements come in the form of recommendations, which national regulators have vowed to follow.\nThe changes “largely reflect the effects of changes in underlying activity of banks,” the FSB said. Bank balance sheets swelled during the pandemic, a response to huge amounts of central bank stimulus and government spending. JPMorgan’s total assets grew by more than a quarter to $3.39 trillion in 2020, from $2.69 trillion the year before.\nThe FSB updates its list of biggest banks annually. JPMorgan, the largest U.S. bank, must have an additional capital buffer of 2.5%, becoming the only global lender with a requirement of this size. The aim of the buffer is to ensure that the biggest banks have enough loss-absorbing capacity for an orderly resolution if the bank fails.\nA JPMorgan spokesperson said the bank already meets the requirement because the Federal Reserve has set it a higher surcharge of 3.5%.\nThe Federal Reserve has set Goldman Sachs a surcharge of 2.5%, higher than the FSB’s new requirement of 1.5%. Goldman Sachs declined to comment.\nBNP Paribas must have an additional capital buffer of 2%, joining Citigroup Inc. and HSBC Holdings PLC, which already have to meet that level. BNP Paribas declined to comment.\n“Banks have headroom in their capital ratios to manage it,” said Richard Barnes, an analyst at S&P Global Ratings.\nThe FSB’s secretariat is hosted by the Bank for International Settlements, a group owned by central banks around the world. After the rush of bank failures and bailouts in 2008 and 2009, regulators came together under the FSB to set minimum uniform standards for bank capital.","news_type":1,"symbols_score_info":{"GS":0.9,"BNPQY":0.9,"JPM":0.9}},"isVote":1,"tweetType":1,"viewCount":3920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872844114,"gmtCreate":1637488130487,"gmtModify":1637488130487,"author":{"id":"4087782823320820","authorId":"4087782823320820","name":"Khoorious","avatar":"https://static.tigerbbs.com/bdd0156abf45f3dad60a67adc219ef5d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087782823320820","authorIdStr":"4087782823320820"},"themes":[],"title":"","htmlText":"to the moon","listText":"to the moon","text":"to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872844114","repostId":"2184054847","repostType":4,"isVote":1,"tweetType":1,"viewCount":3963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872844012,"gmtCreate":1637488077613,"gmtModify":1637488077668,"author":{"id":"4087782823320820","authorId":"4087782823320820","name":"Khoorious","avatar":"https://static.tigerbbs.com/bdd0156abf45f3dad60a67adc219ef5d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087782823320820","authorIdStr":"4087782823320820"},"themes":[],"title":"","htmlText":"NIO is just like Tesla for long term","listText":"NIO is just like Tesla for long term","text":"NIO is just like Tesla for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872844012","repostId":"2184384295","repostType":4,"isVote":1,"tweetType":1,"viewCount":3225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872382785,"gmtCreate":1637423903616,"gmtModify":1637423903616,"author":{"id":"4087782823320820","authorId":"4087782823320820","name":"Khoorious","avatar":"https://static.tigerbbs.com/bdd0156abf45f3dad60a67adc219ef5d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087782823320820","authorIdStr":"4087782823320820"},"themes":[],"title":"","htmlText":"Interesting! Like pls","listText":"Interesting! Like pls","text":"Interesting! Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872382785","repostId":"1184986621","repostType":4,"repost":{"id":"1184986621","kind":"news","pubTimestamp":1637382486,"share":"https://www.laohunote.com/m/news/1184986621?lang=zh_CN&edition=full","pubTime":"2021-11-20 12:28","market":"us","language":"en","title":"Why United Airlines Stock Is Losing Altitude Today<blockquote>为什么美联航股价今天下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184986621","media":"Motley Fool","summary":"Key Points\nUnited Airlines, among the U.S. carriers most reliant on international travel, is leading","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> United Airlines, among the U.S. carriers most reliant on international travel, is leading the sector down on Friday.</p><p><blockquote>美国联合航空公司是最依赖国际旅行的美国航空公司之一,周五该行业领跌。</blockquote></p><p> Bad news out of Austria and Germany and an uptick in hospitalizations in parts of the U.S. are leading to concerns the vaccine-powered reopening will not hold.What happened</p><p><blockquote>奥地利和德国的坏消息以及美国部分地区住院人数的上升引发了人们对疫苗驱动的重新开放不会持续的担忧。发生了什么事</blockquote></p><p> The latest headlines concerning the pandemic are largely negative, and airline stocks are under pressure as a result. Shares of <a href=\"https://laohu8.com/S/UAL\"><b>United Airlines Holdings</b> </a> down nearly 3% on Friday.</p><p><blockquote>有关疫情的最新头条新闻大多是负面的,航空股因此面临压力。股份<a href=\"https://laohu8.com/S/UAL\"><b>联合航空控股</b> </a>周五下跌近3%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Airline stockswere hit hard during the pandemic, as travel restrictions and lockdowns largely eliminated demand for travel. We've seen a gradual recovery in the sector as the global economy has pushed to reopen, but the airlines are still by and large losing money and in a fragile state.</p><p><blockquote>疫情期间,航空公司股遭受重创,因为旅行限制和封锁在很大程度上消除了旅行需求。随着全球经济推动重新开放,我们已经看到该行业逐渐复苏,但航空公司基本上仍在亏损,处于脆弱状态。</blockquote></p><p> Given the tenuous nature of the recovery, investors have been skittish during periods when the news flow about the pandemic turns negative. That's the case on Friday, with the markets processing news that Austria will impose a full national lockdown starting Monday in response to rising COVID-19 cases. Germany is also planning new restrictions, and in the U.S. there is an uptick in hospitalizations.</p><p><blockquote>鉴于经济复苏的脆弱性,当有关疫情的消息转为负面时,投资者会感到不安。周五的情况就是如此,市场正在消化奥地利将从周一开始实施全国全面封锁的消息,以应对不断上升的 COVID-19 病例。德国也在计划新的限制措施,美国的住院人数也在上升。</blockquote></p><p> The latest headlines threaten the narrative that as the vaccine becomes more widespread, the pandemic will move to the background. That would be bad news for airline stocks, and the sector is trading off as a response.</p><p><blockquote>最新的头条新闻威胁到这样一种说法,即随着疫苗变得更加普遍,疫情将退居幕后。这对航空股来说将是个坏消息,该行业正在做出回应。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> The concern is hardly limited to United, but given United's historical place as one of the airlines most reliant on international fares it is understandable that investors are particularly concerned about it in light of the latest news. When times are good, United's international reach is the envy of the industry, but in times like this when new border restrictions are possible United is arguably poorly positioned to succeed.</p><p><blockquote>这种担忧几乎不仅限于美联航,但鉴于美联航作为最依赖国际票价的航空公司之一的历史地位,鉴于最新消息,投资者对其特别担忧是可以理解的。当形势好的时候,美联航的国际影响力是业界羡慕的,但在这样一个可能实施新的边境限制的时期,美联航可以说处于不利地位,无法取得成功。</blockquote></p><p> It is too soon to say what will become of this latest COVID-19 wave, or how bad it will get, but there isn't much evidence right now to support a bull case built around a quick turnaround. For those willing to ride out the turbulence I'd favor <b>Delta Air Lines</b>, which has a better mix of domestic and international exposure, a solid balance sheet, and fewer labor concerns than other airlines.</p><p><blockquote>现在说最新的 COVID-19 浪潮会发生什么,或者会变得多糟糕还为时过早,但目前没有太多证据支持围绕快速好转建立的牛市理由。对于那些愿意度过湍流的人,我赞成<b>达美航空</b>与其他航空公司相比,该公司拥有更好的国内和国际风险组合、稳健的资产负债表以及更少的劳动力问题。</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>Why United Airlines Stock Is Losing Altitude Today<blockquote>为什么美联航股价今天下跌</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\">\nWhy United Airlines Stock Is Losing Altitude Today<blockquote>为什么美联航股价今天下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-20 12:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> United Airlines, among the U.S. carriers most reliant on international travel, is leading the sector down on Friday.</p><p><blockquote>美国联合航空公司是最依赖国际旅行的美国航空公司之一,周五该行业领跌。</blockquote></p><p> Bad news out of Austria and Germany and an uptick in hospitalizations in parts of the U.S. are leading to concerns the vaccine-powered reopening will not hold.What happened</p><p><blockquote>奥地利和德国的坏消息以及美国部分地区住院人数的上升引发了人们对疫苗驱动的重新开放不会持续的担忧。发生了什么事</blockquote></p><p> The latest headlines concerning the pandemic are largely negative, and airline stocks are under pressure as a result. Shares of <a href=\"https://laohu8.com/S/UAL\"><b>United Airlines Holdings</b> </a> down nearly 3% on Friday.</p><p><blockquote>有关疫情的最新头条新闻大多是负面的,航空股因此面临压力。股份<a href=\"https://laohu8.com/S/UAL\"><b>联合航空控股</b> </a>周五下跌近3%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Airline stockswere hit hard during the pandemic, as travel restrictions and lockdowns largely eliminated demand for travel. We've seen a gradual recovery in the sector as the global economy has pushed to reopen, but the airlines are still by and large losing money and in a fragile state.</p><p><blockquote>疫情期间,航空公司股遭受重创,因为旅行限制和封锁在很大程度上消除了旅行需求。随着全球经济推动重新开放,我们已经看到该行业逐渐复苏,但航空公司基本上仍在亏损,处于脆弱状态。</blockquote></p><p> Given the tenuous nature of the recovery, investors have been skittish during periods when the news flow about the pandemic turns negative. That's the case on Friday, with the markets processing news that Austria will impose a full national lockdown starting Monday in response to rising COVID-19 cases. Germany is also planning new restrictions, and in the U.S. there is an uptick in hospitalizations.</p><p><blockquote>鉴于经济复苏的脆弱性,当有关疫情的消息转为负面时,投资者会感到不安。周五的情况就是如此,市场正在消化奥地利将从周一开始实施全国全面封锁的消息,以应对不断上升的 COVID-19 病例。德国也在计划新的限制措施,美国的住院人数也在上升。</blockquote></p><p> The latest headlines threaten the narrative that as the vaccine becomes more widespread, the pandemic will move to the background. That would be bad news for airline stocks, and the sector is trading off as a response.</p><p><blockquote>最新的头条新闻威胁到这样一种说法,即随着疫苗变得更加普遍,疫情将退居幕后。这对航空股来说将是个坏消息,该行业正在做出回应。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> The concern is hardly limited to United, but given United's historical place as one of the airlines most reliant on international fares it is understandable that investors are particularly concerned about it in light of the latest news. When times are good, United's international reach is the envy of the industry, but in times like this when new border restrictions are possible United is arguably poorly positioned to succeed.</p><p><blockquote>这种担忧几乎不仅限于美联航,但鉴于美联航作为最依赖国际票价的航空公司之一的历史地位,鉴于最新消息,投资者对其特别担忧是可以理解的。当形势好的时候,美联航的国际影响力是业界羡慕的,但在这样一个可能实施新的边境限制的时期,美联航可以说处于不利地位,无法取得成功。</blockquote></p><p> It is too soon to say what will become of this latest COVID-19 wave, or how bad it will get, but there isn't much evidence right now to support a bull case built around a quick turnaround. For those willing to ride out the turbulence I'd favor <b>Delta Air Lines</b>, which has a better mix of domestic and international exposure, a solid balance sheet, and fewer labor concerns than other airlines.</p><p><blockquote>现在说最新的 COVID-19 浪潮会发生什么,或者会变得多糟糕还为时过早,但目前没有太多证据支持围绕快速好转建立的牛市理由。对于那些愿意度过湍流的人,我赞成<b>达美航空</b>与其他航空公司相比,该公司拥有更好的国内和国际风险组合、稳健的资产负债表以及更少的劳动力问题。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/11/19/why-united-airlines-stock-is-losing-altitude-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空"},"source_url":"https://www.fool.com/investing/2021/11/19/why-united-airlines-stock-is-losing-altitude-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184986621","content_text":"Key Points\nUnited Airlines, among the U.S. carriers most reliant on international travel, is leading the sector down on Friday.\nBad news out of Austria and Germany and an uptick in hospitalizations in parts of the U.S. are leading to concerns the vaccine-powered reopening will not hold.What happened\nThe latest headlines concerning the pandemic are largely negative, and airline stocks are under pressure as a result. Shares of United Airlines Holdings down nearly 3% on Friday.\nSo what\nAirline stockswere hit hard during the pandemic, as travel restrictions and lockdowns largely eliminated demand for travel. We've seen a gradual recovery in the sector as the global economy has pushed to reopen, but the airlines are still by and large losing money and in a fragile state.\nGiven the tenuous nature of the recovery, investors have been skittish during periods when the news flow about the pandemic turns negative. That's the case on Friday, with the markets processing news that Austria will impose a full national lockdown starting Monday in response to rising COVID-19 cases. Germany is also planning new restrictions, and in the U.S. there is an uptick in hospitalizations.\nThe latest headlines threaten the narrative that as the vaccine becomes more widespread, the pandemic will move to the background. That would be bad news for airline stocks, and the sector is trading off as a response.\nNow what\nThe concern is hardly limited to United, but given United's historical place as one of the airlines most reliant on international fares it is understandable that investors are particularly concerned about it in light of the latest news. When times are good, United's international reach is the envy of the industry, but in times like this when new border restrictions are possible United is arguably poorly positioned to succeed.\nIt is too soon to say what will become of this latest COVID-19 wave, or how bad it will get, but there isn't much evidence right now to support a bull case built around a quick turnaround. For those willing to ride out the turbulence I'd favor Delta Air Lines, which has a better mix of domestic and international exposure, a solid balance sheet, and fewer labor concerns than other airlines.","news_type":1,"symbols_score_info":{"UAL":0.9}},"isVote":1,"tweetType":1,"viewCount":3535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878177070,"gmtCreate":1637162355039,"gmtModify":1637162355039,"author":{"id":"4087782823320820","authorId":"4087782823320820","name":"Khoorious","avatar":"https://static.tigerbbs.com/bdd0156abf45f3dad60a67adc219ef5d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087782823320820","authorIdStr":"4087782823320820"},"themes":[],"title":"","htmlText":"good earning!","listText":"good earning!","text":"good earning!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878177070","repostId":"1199586924","repostType":4,"repost":{"id":"1199586924","kind":"news","pubTimestamp":1637159549,"share":"https://www.laohunote.com/m/news/1199586924?lang=zh_CN&edition=full","pubTime":"2021-11-17 22:32","market":"us","language":"en","title":"Cisco Reports Earnings Wednesday. What to Expect.<blockquote>思科周三公布财报。期待什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199586924","media":"Barrons","summary":"Cisco Systems results, due after the close of trading on Wednesday, should provide data on both the ","content":"<p>Cisco Systems results, due after the close of trading on Wednesday, should provide data on both the strength of enterprise IT spending and the ability of hardware manufacturers to meet demand given problems with the supply chain.</p><p><blockquote>思科系统公司的业绩将于周三收盘后公布,该业绩将提供有关企业 IT 支出强度以及硬件制造商在供应链出现问题的情况下满足需求的能力的数据。</blockquote></p><p> For its fiscal first quarter, ended Oct. 31, Cisco (ticker: CSCO) has projected revenue growth of 7.5% to 9.5%. At the middle of that range, the figure would be $12.9 billion, while the consensus view on Wall Street calls for $13 billion. Cisco’s guidance calls for non-GAAP profits of 79 to 81 cents a share, in line with the Street’s consensus forecast of 80 cents.</p><p><blockquote>思科(股票代码:CSCO)预计截至 10 月 31 日的第一财季收入增长 7.5% 至 9.5%。在该范围的中间,这一数字将是 129 亿美元,而华尔街的普遍观点是评级为 130 亿美元。思科的非美国通用会计准则每股利润指导评级为 79 至 81 美分,与华尔街一致预测的 80 美分一致。</blockquote></p><p> Management forecast non-GAAP gross margin for the quarter of 63.5% to 64.5%, down from 65.6% in the July quarter.</p><p><blockquote>管理层预测本季度非 GAAP 毛利率为 63.5% 至 64.5%,低于 7 月份季度的 65.6%。</blockquote></p><p> In an interview with <i>Barron’s</i> following the July quarter results, Chief Financial Officer Scott Herren said that the company was seeing shortages of memory chips, other semiconductors and power supplies, among other things, and that lead times for some parts were stretching to 40 to 50 weeks. Cisco could have produced higher revenue in the July quarter if it had more parts, Herren said, also noting that higher shipping costs remained a factor.</p><p><blockquote>在接受采访时<i>巴伦</i>7 月份季度业绩公布后,首席财务官斯科特·赫伦 (Scott Herren) 表示,该公司面临存储芯片、其他半导体和电源等短缺,一些零部件的交货时间延长至 40 至 50 周。赫伦表示,如果思科拥有更多零部件,它可能会在 7 月份季度产生更高的收入,并指出较高的运输成本仍然是一个因素。</blockquote></p><p> Barclays analyst Tim Long wrote in a recent research note that he thinks results are likely to be in line with expectations to slightly positive, given a continued rebound in IT spending and strong results from peers like Juniper Networkr (JNPR),Arista Networks (ANET), and F5 Networks (FFIV). A recent Barclays survey found that resellers expect double-digit growth in spending on networking gear in calendar 2022.</p><p><blockquote>巴克莱分析师蒂姆·朗 (Tim Long) 在最近的一份研究报告中写道,鉴于 IT 支出持续反弹以及 Juniper Networkr (JNPR)、Arista Networks (ANET) 等同行的强劲业绩,他认为结果可能符合略微积极的预期。和 F5 Networks (FFIV)。巴克莱最近的一项调查发现,经销商预计 2022 年网络设备支出将出现两位数增长。</blockquote></p><p> Sentiment on the stock has improved as the outlook for IT spending has brightened, Long said. Last quarter, Cisco reported 31% order growth, up from 10% in the April quarter.</p><p><blockquote>朗表示,随着 IT 支出前景的改善,该股的情绪有所改善。上季度,思科报告订单增长 31%,高于 4 月份季度的 10%。</blockquote></p><p> Cisco shares have rallied 34% for the year through Monday, compared with a bit less than 25% for the S&P 500.On Tuesday, the stock was up a few pennies at $57.29.</p><p><blockquote>截至周一,思科股价今年上涨了 34%,而标普500股价仅略低于 25%。周二,该股上涨几美分,至 57.29 美元。</blockquote></p><p> Evercore ISI analyst Amit Daryanani wrote recently that he thinks the company will beat expectations, saying gross margins could surprise investors.</p><p><blockquote>Evercore ISI 分析师 Amit Daryanani 最近写道,他认为该公司将超出预期,并表示毛利率可能会让投资者感到惊讶。</blockquote></p><p> “Our checks have continued to point towards enterprise recovery picking up momentum as customers scale their ‘hybrid work’ resulting in broad demand across campus, collaboration and security offerings,” he wrote. “The strong demand trends should drive modest revenue upside and we expect backlog growth to remain high as shortages continue to limit Cisco’s ability to fulfill demand.”</p><p><blockquote>“他写道:”我们的检查继续表明,随着客户扩大'混合工作'规模,企业复苏势头加快,导致对园区、协作和安全产品的广泛需求。“强劲的需求趋势应该会推动收入小幅上升,我们预计积压订单的增长将保持在高位,因为短缺继续限制思科满足需求的能力。”</blockquote></p><p> The Wall Street consensus expectation for the January quarter is for revenue of $12.85 billion and a profit of 82 cents a share.</p><p><blockquote>华尔街对一月份季度的普遍预期是收入为 128.5 亿美元,每股利润为 82 美分。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cisco Reports Earnings Wednesday. What to Expect.<blockquote>思科周三公布财报。期待什么。</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\">\nCisco Reports Earnings Wednesday. What to Expect.<blockquote>思科周三公布财报。期待什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-17 22:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cisco Systems results, due after the close of trading on Wednesday, should provide data on both the strength of enterprise IT spending and the ability of hardware manufacturers to meet demand given problems with the supply chain.</p><p><blockquote>思科系统公司的业绩将于周三收盘后公布,该业绩将提供有关企业 IT 支出强度以及硬件制造商在供应链出现问题的情况下满足需求的能力的数据。</blockquote></p><p> For its fiscal first quarter, ended Oct. 31, Cisco (ticker: CSCO) has projected revenue growth of 7.5% to 9.5%. At the middle of that range, the figure would be $12.9 billion, while the consensus view on Wall Street calls for $13 billion. Cisco’s guidance calls for non-GAAP profits of 79 to 81 cents a share, in line with the Street’s consensus forecast of 80 cents.</p><p><blockquote>思科(股票代码:CSCO)预计截至 10 月 31 日的第一财季收入增长 7.5% 至 9.5%。在该范围的中间,这一数字将是 129 亿美元,而华尔街的普遍观点是评级为 130 亿美元。思科的非美国通用会计准则每股利润指导评级为 79 至 81 美分,与华尔街一致预测的 80 美分一致。</blockquote></p><p> Management forecast non-GAAP gross margin for the quarter of 63.5% to 64.5%, down from 65.6% in the July quarter.</p><p><blockquote>管理层预测本季度非 GAAP 毛利率为 63.5% 至 64.5%,低于 7 月份季度的 65.6%。</blockquote></p><p> In an interview with <i>Barron’s</i> following the July quarter results, Chief Financial Officer Scott Herren said that the company was seeing shortages of memory chips, other semiconductors and power supplies, among other things, and that lead times for some parts were stretching to 40 to 50 weeks. Cisco could have produced higher revenue in the July quarter if it had more parts, Herren said, also noting that higher shipping costs remained a factor.</p><p><blockquote>在接受采访时<i>巴伦</i>7 月份季度业绩公布后,首席财务官斯科特·赫伦 (Scott Herren) 表示,该公司面临存储芯片、其他半导体和电源等短缺,一些零部件的交货时间延长至 40 至 50 周。赫伦表示,如果思科拥有更多零部件,它可能会在 7 月份季度产生更高的收入,并指出较高的运输成本仍然是一个因素。</blockquote></p><p> Barclays analyst Tim Long wrote in a recent research note that he thinks results are likely to be in line with expectations to slightly positive, given a continued rebound in IT spending and strong results from peers like Juniper Networkr (JNPR),Arista Networks (ANET), and F5 Networks (FFIV). A recent Barclays survey found that resellers expect double-digit growth in spending on networking gear in calendar 2022.</p><p><blockquote>巴克莱分析师蒂姆·朗 (Tim Long) 在最近的一份研究报告中写道,鉴于 IT 支出持续反弹以及 Juniper Networkr (JNPR)、Arista Networks (ANET) 等同行的强劲业绩,他认为结果可能符合略微积极的预期。和 F5 Networks (FFIV)。巴克莱最近的一项调查发现,经销商预计 2022 年网络设备支出将出现两位数增长。</blockquote></p><p> Sentiment on the stock has improved as the outlook for IT spending has brightened, Long said. Last quarter, Cisco reported 31% order growth, up from 10% in the April quarter.</p><p><blockquote>朗表示,随着 IT 支出前景的改善,该股的情绪有所改善。上季度,思科报告订单增长 31%,高于 4 月份季度的 10%。</blockquote></p><p> Cisco shares have rallied 34% for the year through Monday, compared with a bit less than 25% for the S&P 500.On Tuesday, the stock was up a few pennies at $57.29.</p><p><blockquote>截至周一,思科股价今年上涨了 34%,而标普500股价仅略低于 25%。周二,该股上涨几美分,至 57.29 美元。</blockquote></p><p> Evercore ISI analyst Amit Daryanani wrote recently that he thinks the company will beat expectations, saying gross margins could surprise investors.</p><p><blockquote>Evercore ISI 分析师 Amit Daryanani 最近写道,他认为该公司将超出预期,并表示毛利率可能会让投资者感到惊讶。</blockquote></p><p> “Our checks have continued to point towards enterprise recovery picking up momentum as customers scale their ‘hybrid work’ resulting in broad demand across campus, collaboration and security offerings,” he wrote. “The strong demand trends should drive modest revenue upside and we expect backlog growth to remain high as shortages continue to limit Cisco’s ability to fulfill demand.”</p><p><blockquote>“他写道:”我们的检查继续表明,随着客户扩大'混合工作'规模,企业复苏势头加快,导致对园区、协作和安全产品的广泛需求。“强劲的需求趋势应该会推动收入小幅上升,我们预计积压订单的增长将保持在高位,因为短缺继续限制思科满足需求的能力。”</blockquote></p><p> The Wall Street consensus expectation for the January quarter is for revenue of $12.85 billion and a profit of 82 cents a share.</p><p><blockquote>华尔街对一月份季度的普遍预期是收入为 128.5 亿美元,每股利润为 82 美分。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/cisco-stock-price-earnings-preview-51637083571?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CSCO":"思科"},"source_url":"https://www.barrons.com/articles/cisco-stock-price-earnings-preview-51637083571?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199586924","content_text":"Cisco Systems results, due after the close of trading on Wednesday, should provide data on both the strength of enterprise IT spending and the ability of hardware manufacturers to meet demand given problems with the supply chain.\nFor its fiscal first quarter, ended Oct. 31, Cisco (ticker: CSCO) has projected revenue growth of 7.5% to 9.5%. At the middle of that range, the figure would be $12.9 billion, while the consensus view on Wall Street calls for $13 billion. Cisco’s guidance calls for non-GAAP profits of 79 to 81 cents a share, in line with the Street’s consensus forecast of 80 cents.\nManagement forecast non-GAAP gross margin for the quarter of 63.5% to 64.5%, down from 65.6% in the July quarter.\nIn an interview with Barron’s following the July quarter results, Chief Financial Officer Scott Herren said that the company was seeing shortages of memory chips, other semiconductors and power supplies, among other things, and that lead times for some parts were stretching to 40 to 50 weeks. Cisco could have produced higher revenue in the July quarter if it had more parts, Herren said, also noting that higher shipping costs remained a factor.\nBarclays analyst Tim Long wrote in a recent research note that he thinks results are likely to be in line with expectations to slightly positive, given a continued rebound in IT spending and strong results from peers like Juniper Networkr (JNPR),Arista Networks (ANET), and F5 Networks (FFIV). A recent Barclays survey found that resellers expect double-digit growth in spending on networking gear in calendar 2022.\nSentiment on the stock has improved as the outlook for IT spending has brightened, Long said. Last quarter, Cisco reported 31% order growth, up from 10% in the April quarter.\nCisco shares have rallied 34% for the year through Monday, compared with a bit less than 25% for the S&P 500.On Tuesday, the stock was up a few pennies at $57.29.\nEvercore ISI analyst Amit Daryanani wrote recently that he thinks the company will beat expectations, saying gross margins could surprise investors.\n“Our checks have continued to point towards enterprise recovery picking up momentum as customers scale their ‘hybrid work’ resulting in broad demand across campus, collaboration and security offerings,” he wrote. “The strong demand trends should drive modest revenue upside and we expect backlog growth to remain high as shortages continue to limit Cisco’s ability to fulfill demand.”\nThe Wall Street consensus expectation for the January quarter is for revenue of $12.85 billion and a profit of 82 cents a share.","news_type":1,"symbols_score_info":{"CSCO":0.9}},"isVote":1,"tweetType":1,"viewCount":3653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878170740,"gmtCreate":1637162018956,"gmtModify":1637162018956,"author":{"id":"4087782823320820","authorId":"4087782823320820","name":"Khoorious","avatar":"https://static.tigerbbs.com/bdd0156abf45f3dad60a67adc219ef5d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087782823320820","authorIdStr":"4087782823320820"},"themes":[],"title":"","htmlText":"the tides will turn. Like pls","listText":"the tides will turn. Like pls","text":"the tides will turn. Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878170740","repostId":"1139254345","repostType":4,"repost":{"id":"1139254345","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":1637159983,"share":"https://www.laohunote.com/m/news/1139254345?lang=zh_CN&edition=full","pubTime":"2021-11-17 22:39","market":"us","language":"en","title":"EV stocks dipped in morning trading<blockquote>电动汽车股早盘交易中下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139254345","media":"Tiger Newspress","summary":"EV stocks dipped in morning trading.Arrival,Rivian,Lucid,Fisker,Nio,Xpeng Motors and Li Auto fell be","content":"<p>EV stocks dipped in morning trading.Arrival,Rivian,Lucid,Fisker,Nio,Xpeng Motors and Li Auto fell between 1% and 17%.</p><p><blockquote>电动汽车股在早盘交易中下跌。Arrival、Rivian、Lucid、Fisker、蔚来汽车、小鹏汽车和理想汽车下跌1%至17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/65ce69231fdcff3606b5fcebb765cf3b\" tg-width=\"411\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Arrival announced today the commencement of an underwritten public offering of 25,000,000 ordinary shares (the “Follow-on Offering”) pursuant to a registration statement on Form F-1 filed with SEC. In connection with the Follow-on Offering, Arrival intends to grant the underwriters the option to purchase up to 3,750,000 additional ordinary shares. All shares are being offered by Arrival.</p><p><blockquote>Arrival 今天宣布,根据向美国证券交易委员会提交的 F-1 表格登记声明,开始承销公开发行 25,000,000 股普通股(“后续发行”)。就后续发售而言,Arrival 拟授予包销商购买最多 3,750,000 股额外普通股的选择权。所有股份均由到达时发售。</blockquote></p><p> Rivian stock has more than doubled in the past week, since the electric truck maker’s smash-hit initial public offering.Now may be a good time for investors to put on their seatbelts—because the road is undoubtedly going to get bumpy.</p><p><blockquote>自这家电动卡车制造商首次公开募股大获成功以来,Rivian的股价在过去一周上涨了一倍多。现在可能是投资者系好安全带的好时机——因为道路无疑会变得崎岖不平。</blockquote></p><p> Morgan Stanley is skeptical of red-hot Lucid, says EV stock could fall 70%.</p><p><blockquote>摩根士丹利对炙手可热的 Lucid 持怀疑态度,称电动汽车股价可能下跌 70%。</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>EV stocks dipped in morning trading<blockquote>电动汽车股早盘交易中下跌</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\">\nEV stocks dipped in morning trading<blockquote>电动汽车股早盘交易中下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-17 22:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks dipped in morning trading.Arrival,Rivian,Lucid,Fisker,Nio,Xpeng Motors and Li Auto fell between 1% and 17%.</p><p><blockquote>电动汽车股在早盘交易中下跌。Arrival、Rivian、Lucid、Fisker、蔚来汽车、小鹏汽车和理想汽车下跌1%至17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/65ce69231fdcff3606b5fcebb765cf3b\" tg-width=\"411\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Arrival announced today the commencement of an underwritten public offering of 25,000,000 ordinary shares (the “Follow-on Offering”) pursuant to a registration statement on Form F-1 filed with SEC. In connection with the Follow-on Offering, Arrival intends to grant the underwriters the option to purchase up to 3,750,000 additional ordinary shares. All shares are being offered by Arrival.</p><p><blockquote>Arrival 今天宣布,根据向美国证券交易委员会提交的 F-1 表格登记声明,开始承销公开发行 25,000,000 股普通股(“后续发行”)。就后续发售而言,Arrival 拟授予包销商购买最多 3,750,000 股额外普通股的选择权。所有股份均由到达时发售。</blockquote></p><p> Rivian stock has more than doubled in the past week, since the electric truck maker’s smash-hit initial public offering.Now may be a good time for investors to put on their seatbelts—because the road is undoubtedly going to get bumpy.</p><p><blockquote>自这家电动卡车制造商首次公开募股大获成功以来,Rivian的股价在过去一周上涨了一倍多。现在可能是投资者系好安全带的好时机——因为道路无疑会变得崎岖不平。</blockquote></p><p> Morgan Stanley is skeptical of red-hot Lucid, says EV stock could fall 70%.</p><p><blockquote>摩根士丹利对炙手可热的 Lucid 持怀疑态度,称电动汽车股价可能下跌 70%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","FSR":"菲斯克","XPEV":"小鹏集团","LI":"理想汽车","LCID":"Lucid Group Inc","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139254345","content_text":"EV stocks dipped in morning trading.Arrival,Rivian,Lucid,Fisker,Nio,Xpeng Motors and Li Auto fell between 1% and 17%.\n\nArrival announced today the commencement of an underwritten public offering of 25,000,000 ordinary shares (the “Follow-on Offering”) pursuant to a registration statement on Form F-1 filed with SEC. In connection with the Follow-on Offering, Arrival intends to grant the underwriters the option to purchase up to 3,750,000 additional ordinary shares. All shares are being offered by Arrival.\nRivian stock has more than doubled in the past week, since the electric truck maker’s smash-hit initial public offering.Now may be a good time for investors to put on their seatbelts—because the road is undoubtedly going to get bumpy.\nMorgan Stanley is skeptical of red-hot Lucid, says EV stock could fall 70%.","news_type":1,"symbols_score_info":{"XPEV":0.9,"FSR":0.9,"LCID":0.9,"NIO":0.9,"LI":0.9,"RIVN":0.9,"ARVL":0.9}},"isVote":1,"tweetType":1,"viewCount":4638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878147460,"gmtCreate":1637161966101,"gmtModify":1637161966101,"author":{"id":"4087782823320820","authorId":"4087782823320820","name":"Khoorious","avatar":"https://static.tigerbbs.com/bdd0156abf45f3dad60a67adc219ef5d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087782823320820","authorIdStr":"4087782823320820"},"themes":[],"title":"","htmlText":"only temporary","listText":"only temporary","text":"only temporary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878147460","repostId":"1191602151","repostType":4,"repost":{"id":"1191602151","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":1637160729,"share":"https://www.laohunote.com/m/news/1191602151?lang=zh_CN&edition=full","pubTime":"2021-11-17 22:52","market":"us","language":"en","title":"Sea shares fell more than 7% in morning trading<blockquote>Sea股价早盘下跌逾7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191602151","media":"Tiger Newspress","summary":"Sea shares fell more than 7% after cut to Neutral at BofA on slowing growth.\n\nBank of America analys","content":"<p>Sea shares fell more than 7% after cut to Neutral at BofA on slowing growth.</p><p><blockquote>美国银行因增长放缓将 Sea 股价下调至中性评级后,Sea 股价下跌超过 7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b220c8739f206a6f035287f0bc93429\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Bank of America analyst Sachin Salgaonkar downgrades the stock to a Neutral rating from a Buy.</p><p><blockquote>美国银行分析师 Sachin Salgaonkar 将该股评级从买入下调至中性。</blockquote></p><p> In addition, Sea kept gaming guidance unchanged, which implies slowing growth in Q4, Salgaonkar writes in a note to clients.</p><p><blockquote>此外,Salgaonkar 在给客户的一份报告中写道,Sea 保持博彩指导不变,这意味着第四季度的增长将放缓。</blockquote></p><p> The analyst sees a balanced risk/reward for the stock; shares climb 85% Y/Y.</p><p><blockquote>分析师认为该股的风险/回报是平衡的;股价同比上涨 85%。</blockquote></p><p> \"We cut our gaming revenue estimates to factor in a slowdown and increase e-com losses as we factor increasing cash-burn,\" the analyst notes.</p><p><blockquote>这位分析师指出:“我们下调了游戏收入预期,以考虑到经济放缓和电子商务损失增加,因为我们考虑到现金消耗增加。”</blockquote></p><p> Lowers full-year 2022 loss per share estimate to $5.72 and 2023 to $4.45 per share.</p><p><blockquote>将 2022 年全年每股亏损预期下调至 5.72 美元,将 2023 年全年每股亏损预期下调至 4.45 美元。</blockquote></p><p> \"Consensus is yet to factor in rising losses in the medium term based on expansion into new markets in Europe/India.\"</p><p><blockquote>“共识尚未考虑到基于向欧洲/印度新市场的扩张而导致的中期内损失上升。”</blockquote></p><p> The Neutral rating agrees theNeutral Quant Rating, with the best factor grade in Momentum and the worst in Valuation.</p><p><blockquote>中性评级与中性量化评级一致,动量因子评级最好,估值因子评级最差。</blockquote></p><p> However, the Neutral rating diverges from the Very BullishWall Street Analyst Rating(18 Very Bullish, 7 Bullish).</p><p><blockquote>然而,中性评级与非常看涨的华尔街分析师评级(18 非常看涨,7 看涨)不同。</blockquote></p><p> Previously, (June 10) Sea gotupgraded to Buy at BofA.</p><p><blockquote>此前,(6 月 10 日)美国银行将 Sea 评级上调至买入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6013b61a037fd78ec0a89cb8d3193ddc\" tg-width=\"726\" tg-height=\"279\" width=\"100%\" height=\"auto\"></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>Sea shares fell more than 7% in morning trading<blockquote>Sea股价早盘下跌逾7%</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\">\nSea shares fell more than 7% in morning trading<blockquote>Sea股价早盘下跌逾7%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-17 22:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea shares fell more than 7% after cut to Neutral at BofA on slowing growth.</p><p><blockquote>美国银行因增长放缓将 Sea 股价下调至中性评级后,Sea 股价下跌超过 7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b220c8739f206a6f035287f0bc93429\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Bank of America analyst Sachin Salgaonkar downgrades the stock to a Neutral rating from a Buy.</p><p><blockquote>美国银行分析师 Sachin Salgaonkar 将该股评级从买入下调至中性。</blockquote></p><p> In addition, Sea kept gaming guidance unchanged, which implies slowing growth in Q4, Salgaonkar writes in a note to clients.</p><p><blockquote>此外,Salgaonkar 在给客户的一份报告中写道,Sea 保持博彩指导不变,这意味着第四季度的增长将放缓。</blockquote></p><p> The analyst sees a balanced risk/reward for the stock; shares climb 85% Y/Y.</p><p><blockquote>分析师认为该股的风险/回报是平衡的;股价同比上涨 85%。</blockquote></p><p> \"We cut our gaming revenue estimates to factor in a slowdown and increase e-com losses as we factor increasing cash-burn,\" the analyst notes.</p><p><blockquote>这位分析师指出:“我们下调了游戏收入预期,以考虑到经济放缓和电子商务损失增加,因为我们考虑到现金消耗增加。”</blockquote></p><p> Lowers full-year 2022 loss per share estimate to $5.72 and 2023 to $4.45 per share.</p><p><blockquote>将 2022 年全年每股亏损预期下调至 5.72 美元,将 2023 年全年每股亏损预期下调至 4.45 美元。</blockquote></p><p> \"Consensus is yet to factor in rising losses in the medium term based on expansion into new markets in Europe/India.\"</p><p><blockquote>“共识尚未考虑到基于向欧洲/印度新市场的扩张而导致的中期内损失上升。”</blockquote></p><p> The Neutral rating agrees theNeutral Quant Rating, with the best factor grade in Momentum and the worst in Valuation.</p><p><blockquote>中性评级与中性量化评级一致,动量因子评级最好,估值因子评级最差。</blockquote></p><p> However, the Neutral rating diverges from the Very BullishWall Street Analyst Rating(18 Very Bullish, 7 Bullish).</p><p><blockquote>然而,中性评级与非常看涨的华尔街分析师评级(18 非常看涨,7 看涨)不同。</blockquote></p><p> Previously, (June 10) Sea gotupgraded to Buy at BofA.</p><p><blockquote>此前,(6 月 10 日)美国银行将 Sea 评级上调至买入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6013b61a037fd78ec0a89cb8d3193ddc\" tg-width=\"726\" tg-height=\"279\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191602151","content_text":"Sea shares fell more than 7% after cut to Neutral at BofA on slowing growth.\n\nBank of America analyst Sachin Salgaonkar downgrades the stock to a Neutral rating from a Buy.\nIn addition, Sea kept gaming guidance unchanged, which implies slowing growth in Q4, Salgaonkar writes in a note to clients.\nThe analyst sees a balanced risk/reward for the stock; shares climb 85% Y/Y.\n\"We cut our gaming revenue estimates to factor in a slowdown and increase e-com losses as we factor increasing cash-burn,\" the analyst notes.\nLowers full-year 2022 loss per share estimate to $5.72 and 2023 to $4.45 per share.\n\"Consensus is yet to factor in rising losses in the medium term based on expansion into new markets in Europe/India.\"\nThe Neutral rating agrees theNeutral Quant Rating, with the best factor grade in Momentum and the worst in Valuation.\nHowever, the Neutral rating diverges from the Very BullishWall Street Analyst Rating(18 Very Bullish, 7 Bullish).\nPreviously, (June 10) Sea gotupgraded to Buy at BofA.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":5265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}