个人中心 - 老虎社区

Wolfiend

IP属地：未知

帖子 · 8帖子 · 8
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- WolfiendWolfiend
  ·2021-08-26
  Good news
  非常抱歉，此主贴已删除
  2,355 评论
  2
  分享
  举报
- WolfiendWolfiend
  ·2021-08-24
  Share
  2 Reasons Why Buying CLOV Could Be A Good Idea<blockquote>购买CLOV可能是个好主意的2个理由</blockquote>
  Medicare Advantage company Clover Health’s stock (CLOV) -Get Report remains one of the most popular
  2 Reasons Why Buying CLOV Could Be A Good Idea<blockquote>购买CLOV可能是个好主意的2个理由</blockquote>
  694 评论
  5
  分享
  举报
- WolfiendWolfiend
  ·2021-08-23
  Comment
  非常抱歉，此主贴已删除
  1,315 8
  5
  分享
  举报
- WolfiendWolfiend
  ·2021-08-23
  Good morning
  非常抱歉，此主贴已删除
  2,058 评论
  点赞
  分享
  举报
- WolfiendWolfiend
  ·2021-08-23
  Good morning
  非常抱歉，此主贴已删除
  551 评论
  1
  分享
  举报
- WolfiendWolfiend
  ·2021-08-22
  Hi.
  Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>
  The iShares Semiconductor ETF is down over 6% from recent highs. ISTOCKPHOTO In the rolling correcti
  Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>
  1,124 1
  6
  分享
  举报
- WolfiendWolfiend
  ·2021-08-17
  Just subscribed a healthcare fund. Would it be ok?
  非常抱歉，此主贴已删除
  701 1
  4
  分享
  举报
- WolfiendWolfiend
  ·2021-08-12
  Ola
  Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>
  Futures tracking the Dow hit a record high on Thursday ahead of earnings reports from companies incl
  Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>
  923 评论
  3
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4091778919375340","uuid":"4091778919375340","gmtCreate":1628738265766,"gmtModify":1628738265766,"name":"Wolfiend","pinyin":"wolfiend","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":4,"tweetSize":8,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.05","exceedPercentage":"60.52%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":837443519,"gmtCreate":1629908022231,"gmtModify":1633681534388,"author":{"id":"4091778919375340","authorId":"4091778919375340","name":"Wolfiend","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091778919375340","idStr":"4091778919375340"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837443519","repostId":"2160734318","repostType":2,"isVote":1,"tweetType":1,"viewCount":2355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834137227,"gmtCreate":1629778888069,"gmtModify":1633682487572,"author":{"id":"4091778919375340","authorId":"4091778919375340","name":"Wolfiend","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091778919375340","idStr":"4091778919375340"},"themes":[],"htmlText":"Share","listText":"Share","text":"Share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834137227","repostId":"1174148268","repostType":4,"repost":{"id":"1174148268","kind":"news","pubTimestamp":1629776178,"share":"https://www.laohu8.com/m/news/1174148268?lang=zh_CN&edition=full","pubTime":"2021-08-24 11:36","market":"us","language":"en","title":"2 Reasons Why Buying CLOV Could Be A Good Idea<blockquote>购买CLOV可能是个好主意的2个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174148268","media":"Thestreet","summary":"Medicare Advantage company Clover Health’s stock (CLOV) -Get Report remains one of the most popular ","content":"<p>Medicare Advantage company Clover Health’s stock&nbsp;(<b>CLOV</b>) -Get Report&nbsp;remains one of the most popular tickers among Redditors. Recently, CLOV investors witnessed considerable volatility after the company&nbsp;released second quarter resultsthat topped expectations, a couple of weeks ago.</p><p><blockquote>医疗保险优势公司Clover Health的股票（<b>克洛夫</b>)-Get Report仍然是Reddit用户中最受欢迎的股票之一。最近，在该公司几周前发布超出预期的第二季度业绩后，CLOV投资者目睹了相当大的波动。</blockquote></p><p> Taking the bullish side of the argument today, Wall Street Memes sees two main reasons to invest in the company’s stock.</p><p><blockquote>华尔街迷因今天采取看涨的观点，认为投资该公司股票有两个主要原因。</blockquote></p><p> 1# Strong revenue generator</p><p><blockquote>1#强劲的收入来源</blockquote></p><p> The highlight of second quarter earnings were blowout revenues that landed well above consensus. The $418 million in sales were more than double Wall Street’s expected $208 million, and 140% higher year-over-year. Below are the drivers of last quarter’s robust top line growth:</p><p><blockquote>第二季度盈利的亮点是收入井喷，远高于市场预期。4.18亿美元的销售额是华尔街预期的2.08亿美元的两倍多，同比增长140%。以下是上季度营收强劲增长的驱动因素：</blockquote></p><p> <ul>  <li><b>Direct Contracting:</b>this segment alone produced $216.4 million in revenues, more than half of the company’s total. The program, which aims to make the Medicare program more financially sustainable for taxpayers while improving health benefits, was launched as recently as the first quarter of 2021 – and already seems to be a promising business.</li> </ul> <ul>  <li><b>Clover Assistant:</b>&nbsp;the AI software platform, which was designed to help physicians improve their services, also helped to drive strong results by attracting new members. According to the company, Clover Assistant is the key differentiator that underpins the unique Clover model, and it has approximately 95,000 lives under management.</li> </ul> 2# Short interest is still high</p><p><blockquote><ul><li><b>直接承包：</b>仅该部门就产生了2.164亿美元的收入，超过公司总收入的一半。该计划旨在使医疗保险计划对纳税人来说更具财务可持续性，同时改善健康福利，最近于2021年第一季度启动，似乎已经是一项充满希望的业务。</li></ul><ul><li><b>三叶草助手：</b>该人工智能软件平台旨在帮助医生改善他们的服务，也通过吸引新成员来帮助推动强劲的结果。据该公司称，Clover Assistant是支撑独特Clover模型的关键差异化因素，它管理着大约95,000条生命。</li></ul>2#空头兴趣仍然很高</blockquote></p><p> Investing in a stock that is heavily shorted may seem contradictory. High short interest could be the yellow flag that points at a fragile business model, deteriorating fundamentals or overly bullish expectations for future financial performance that may not materialize.</p><p><blockquote>投资一只被严重做空的股票似乎是矛盾的。高空头兴趣可能是一个黄旗，表明商业模式脆弱、基本面恶化或对未来财务业绩的过度乐观预期可能无法实现。</blockquote></p><p> But on the other hand, heavy shorting activity can also mean an opportunity for short term price appreciation, should an uptick in share price force bears to close their positions, leading to a short squeeze.According&nbsp;to Yahoo Finance, nearly 25 million of CLOV shares are shorted out of a float of 198 million, representing a sizable 12% of total shares.</p><p><blockquote>但另一方面，如果股价上涨迫使空头平仓，导致轧空，大量做空活动也可能意味着短期价格升值的机会。据雅虎财经报道，1.98亿股流通股中有近2500万股被做空，占总股份的12%。</blockquote></p><p> CLOV is one of the most followed tickers among “apes” – members of the massive buy and hold movement that has triggered short squeezes orchestrated primarily on Reddit forums. The CLOV community on Reddit has over 40,000 vocal members.</p><p><blockquote>CLOV是“猿类”中最受关注的股票之一，猿类是大规模买入并持有运动的成员，该运动引发了主要在Reddit论坛上精心策划的空头挤压。Reddit上的CLOV社区有超过40,000名直言不讳的成员。</blockquote></p><p> But even beyond meme mania, many CLOV investors also believe that the company has good-enough fundamentals that justify a long-term investment in the stock.</p><p><blockquote>但即使在迷因狂热之外，许多CLOV投资者也认为该公司拥有足够好的基本面，值得长期投资该股。</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>2 Reasons Why Buying CLOV Could Be A Good Idea<blockquote>购买CLOV可能是个好主意的2个理由</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\">\n2 Reasons Why Buying CLOV Could Be A Good Idea<blockquote>购买CLOV可能是个好主意的2个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-08-24 11:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Medicare Advantage company Clover Health’s stock&nbsp;(<b>CLOV</b>) -Get Report&nbsp;remains one of the most popular tickers among Redditors. Recently, CLOV investors witnessed considerable volatility after the company&nbsp;released second quarter resultsthat topped expectations, a couple of weeks ago.</p><p><blockquote>医疗保险优势公司Clover Health的股票（<b>克洛夫</b>)-Get Report仍然是Reddit用户中最受欢迎的股票之一。最近，在该公司几周前发布超出预期的第二季度业绩后，CLOV投资者目睹了相当大的波动。</blockquote></p><p> Taking the bullish side of the argument today, Wall Street Memes sees two main reasons to invest in the company’s stock.</p><p><blockquote>华尔街迷因今天采取看涨的观点，认为投资该公司股票有两个主要原因。</blockquote></p><p> 1# Strong revenue generator</p><p><blockquote>1#强劲的收入来源</blockquote></p><p> The highlight of second quarter earnings were blowout revenues that landed well above consensus. The $418 million in sales were more than double Wall Street’s expected $208 million, and 140% higher year-over-year. Below are the drivers of last quarter’s robust top line growth:</p><p><blockquote>第二季度盈利的亮点是收入井喷，远高于市场预期。4.18亿美元的销售额是华尔街预期的2.08亿美元的两倍多，同比增长140%。以下是上季度营收强劲增长的驱动因素：</blockquote></p><p> <ul>  <li><b>Direct Contracting:</b>this segment alone produced $216.4 million in revenues, more than half of the company’s total. The program, which aims to make the Medicare program more financially sustainable for taxpayers while improving health benefits, was launched as recently as the first quarter of 2021 – and already seems to be a promising business.</li> </ul> <ul>  <li><b>Clover Assistant:</b>&nbsp;the AI software platform, which was designed to help physicians improve their services, also helped to drive strong results by attracting new members. According to the company, Clover Assistant is the key differentiator that underpins the unique Clover model, and it has approximately 95,000 lives under management.</li> </ul> 2# Short interest is still high</p><p><blockquote><ul><li><b>直接承包：</b>仅该部门就产生了2.164亿美元的收入，超过公司总收入的一半。该计划旨在使医疗保险计划对纳税人来说更具财务可持续性，同时改善健康福利，最近于2021年第一季度启动，似乎已经是一项充满希望的业务。</li></ul><ul><li><b>三叶草助手：</b>该人工智能软件平台旨在帮助医生改善他们的服务，也通过吸引新成员来帮助推动强劲的结果。据该公司称，Clover Assistant是支撑独特Clover模型的关键差异化因素，它管理着大约95,000条生命。</li></ul>2#空头兴趣仍然很高</blockquote></p><p> Investing in a stock that is heavily shorted may seem contradictory. High short interest could be the yellow flag that points at a fragile business model, deteriorating fundamentals or overly bullish expectations for future financial performance that may not materialize.</p><p><blockquote>投资一只被严重做空的股票似乎是矛盾的。高空头兴趣可能是一个黄旗，表明商业模式脆弱、基本面恶化或对未来财务业绩的过度乐观预期可能无法实现。</blockquote></p><p> But on the other hand, heavy shorting activity can also mean an opportunity for short term price appreciation, should an uptick in share price force bears to close their positions, leading to a short squeeze.According&nbsp;to Yahoo Finance, nearly 25 million of CLOV shares are shorted out of a float of 198 million, representing a sizable 12% of total shares.</p><p><blockquote>但另一方面，如果股价上涨迫使空头平仓，导致轧空，大量做空活动也可能意味着短期价格升值的机会。据雅虎财经报道，1.98亿股流通股中有近2500万股被做空，占总股份的12%。</blockquote></p><p> CLOV is one of the most followed tickers among “apes” – members of the massive buy and hold movement that has triggered short squeezes orchestrated primarily on Reddit forums. The CLOV community on Reddit has over 40,000 vocal members.</p><p><blockquote>CLOV是“猿类”中最受关注的股票之一，猿类是大规模买入并持有运动的成员，该运动引发了主要在Reddit论坛上精心策划的空头挤压。Reddit上的CLOV社区有超过40,000名直言不讳的成员。</blockquote></p><p> But even beyond meme mania, many CLOV investors also believe that the company has good-enough fundamentals that justify a long-term investment in the stock.</p><p><blockquote>但即使在迷因狂热之外，许多CLOV投资者也认为该公司拥有足够好的基本面，值得长期投资该股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/clov/2-reasons-why-buying-clov-could-be-a-good-idea\">Thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLOV":"Clover Health Corp"},"source_url":"https://www.thestreet.com/memestocks/clov/2-reasons-why-buying-clov-could-be-a-good-idea","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174148268","content_text":"Medicare Advantage company Clover Health’s stock (CLOV) -Get Report remains one of the most popular tickers among Redditors. Recently, CLOV investors witnessed considerable volatility after the company released second quarter resultsthat topped expectations, a couple of weeks ago.\nTaking the bullish side of the argument today, Wall Street Memes sees two main reasons to invest in the company’s stock.\n1# Strong revenue generator\nThe highlight of second quarter earnings were blowout revenues that landed well above consensus. The $418 million in sales were more than double Wall Street’s expected $208 million, and 140% higher year-over-year. Below are the drivers of last quarter’s robust top line growth:\n\nDirect Contracting:this segment alone produced $216.4 million in revenues, more than half of the company’s total. The program, which aims to make the Medicare program more financially sustainable for taxpayers while improving health benefits, was launched as recently as the first quarter of 2021 – and already seems to be a promising business.\n\n\nClover Assistant: the AI software platform, which was designed to help physicians improve their services, also helped to drive strong results by attracting new members. According to the company, Clover Assistant is the key differentiator that underpins the unique Clover model, and it has approximately 95,000 lives under management.\n\n2# Short interest is still high\nInvesting in a stock that is heavily shorted may seem contradictory. High short interest could be the yellow flag that points at a fragile business model, deteriorating fundamentals or overly bullish expectations for future financial performance that may not materialize.\nBut on the other hand, heavy shorting activity can also mean an opportunity for short term price appreciation, should an uptick in share price force bears to close their positions, leading to a short squeeze.According to Yahoo Finance, nearly 25 million of CLOV shares are shorted out of a float of 198 million, representing a sizable 12% of total shares.\nCLOV is one of the most followed tickers among “apes” – members of the massive buy and hold movement that has triggered short squeezes orchestrated primarily on Reddit forums. The CLOV community on Reddit has over 40,000 vocal members.\nBut even beyond meme mania, many CLOV investors also believe that the company has good-enough fundamentals that justify a long-term investment in the stock.","news_type":1,"symbols_score_info":{"CLOV":0.9}},"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835965956,"gmtCreate":1629684438375,"gmtModify":1633683226242,"author":{"id":"4091778919375340","authorId":"4091778919375340","name":"Wolfiend","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091778919375340","idStr":"4091778919375340"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/835965956","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":1315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835963128,"gmtCreate":1629684296264,"gmtModify":1633683228846,"author":{"id":"4091778919375340","authorId":"4091778919375340","name":"Wolfiend","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091778919375340","idStr":"4091778919375340"},"themes":[],"htmlText":"Good morning","listText":"Good morning","text":"Good morning","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835963128","repostId":"1192930157","repostType":2,"isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835960169,"gmtCreate":1629684254951,"gmtModify":1633683229772,"author":{"id":"4091778919375340","authorId":"4091778919375340","name":"Wolfiend","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091778919375340","idStr":"4091778919375340"},"themes":[],"htmlText":"Good morning","listText":"Good morning","text":"Good morning","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835960169","repostId":"1192930157","repostType":2,"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832954788,"gmtCreate":1629569534444,"gmtModify":1633684015116,"author":{"id":"4091778919375340","authorId":"4091778919375340","name":"Wolfiend","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091778919375340","idStr":"4091778919375340"},"themes":[],"htmlText":"Hi.","listText":"Hi.","text":"Hi.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832954788","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看那些。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看那些。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</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":{"AMZN":"亚马逊","QCOM":"高通","ON":"安森美半导体","ASML":"阿斯麦","GOOG":"谷歌","SOXX":"iShares费城交易所半导体ETF","SSNLF":"三星电子","AAPL":"苹果","TSM":"台积电","CDNS":"铿腾电子","GOOGL":"谷歌A","NVDA":"英伟达","SNPS":"新思科技"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"TSM":0.9,"CDNS":0.9,"GOOG":0.9,"SNPS":0.9,"AMZN":0.9,"GOOGL":0.9,"SOXX":0.9,"SSNLF":0.9,"ON":0.9,"ASML":0.9,"QCOM":0.9,"AAPL":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833078661,"gmtCreate":1629193059353,"gmtModify":1631883982817,"author":{"id":"4091778919375340","authorId":"4091778919375340","name":"Wolfiend","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091778919375340","idStr":"4091778919375340"},"themes":[],"htmlText":"Just subscribed a healthcare fund. Would it be ok?","listText":"Just subscribed a healthcare fund. Would it be ok?","text":"Just subscribed a healthcare fund. Would it be ok?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833078661","repostId":"1115558959","repostType":4,"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895733214,"gmtCreate":1628772105238,"gmtModify":1633689644007,"author":{"id":"4091778919375340","authorId":"4091778919375340","name":"Wolfiend","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091778919375340","idStr":"4091778919375340"},"themes":[],"htmlText":"Ola","listText":"Ola","text":"Ola","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895733214","repostId":"1119893366","repostType":4,"repost":{"id":"1119893366","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":1628770120,"share":"https://www.laohu8.com/m/news/1119893366?lang=zh_CN&edition=full","pubTime":"2021-08-12 20:08","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119893366","media":"Tiger Newspress","summary":"Futures tracking the Dow hit a record high on Thursday ahead of earnings reports from companies incl","content":"<p>Futures tracking the Dow hit a record high on Thursday ahead of earnings reports from companies including Walt Disney and data expected to show a jobs market recovery was on track.</p><p><blockquote>周四，在华特迪士尼等公司公布财报之前，跟踪道琼斯指数的期货创下历史新高，数据预计将显示就业市场复苏步入正轨。</blockquote></p><p> At 8:05 a.m. ET, Dow E-minis were up 35 points, or 0.1%, S&amp;P 500 E-minis were up 2 points, or 0.05% and Nasdaq 100 E-minis were up 8.5 points, or 0.06%.</p><p><blockquote>截至美国东部时间上午8:05，道琼斯电子迷你指数上涨35点，涨幅0.1%，标普500电子迷你指数上涨2点，涨幅0.05%，纳斯达克100电子迷你指数上涨8.5点，涨幅0.06%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f35f9eb8d6574ed6eb40236f67b99935\" tg-width=\"579\" tg-height=\"200\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:05</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade，美国东部时间08:05</span></p></blockquote></p><p> Rate-sensitive lenders JPMorgan Chase &amp; Co, Wells Fargo &amp; Co, Bank of America Corp and Goldman Sachs Group Inc edged higher before the opening bell.</p><p><blockquote>对利率敏感的银行摩根大通、富国银行、美国银行和高盛集团在开盘前小幅走高。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> – The software platform company matched Wall Street forecasts with adjusted quarterly earnings of 4 cents per share and revenue beating analyst forecasts. Sales rose 49% from a year ago, and the stock rallied 5.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/PLTR\">帕兰提尔技术公司。</a>–该软件平台公司调整后季度收益为每股4美分，营收超出分析师预期，符合华尔街预期。销售额同比增长49%，股价盘前上涨5.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/CYBR\">CyberArk</a> – The cybersecurity company earned an adjusted 1 cent per share for its latest quarter, compared with a consensus estimate of 2 cents, while revenue came in above estimates with subscription revenue more than doubling from a year ago. CyberArk shares slid 4.9% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/CYBR\">赛博方舟</a>-这家网络安全公司最近一个季度调整后每股收益为1美分，而市场普遍预期为2美分，而收入高于预期，订阅收入比一年前增加了一倍多。CyberArk股价在盘前交易中下跌4.9%。</blockquote></p><p> <a href=\"https://laohu8.com/S/UTZ\">Utz Brands, Inc.</a> – The snack maker’s stock fell 4.5% in the premarket after it missed estimates by 2 cents with adjusted quarterly earnings of 13 cents per share, although revenue did beat Wall Street forecasts. Utz expects continued strong demand for its products, but also expects costs to remain elevated for the remainder of the year.</p><p><blockquote><a href=\"https://laohu8.com/S/UTZ\">乌茨品牌公司。</a>–这家零食制造商的股价在盘前下跌4.5%，调整后季度收益为每股13美分，低于预期2美分，尽管收入确实超出了华尔街的预期。Utz预计对其产品的需求将持续强劲，但也预计今年剩余时间成本将保持在高位。</blockquote></p><p> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> – eBay beat estimates by 4 cents with adjusted quarterly earnings of 99 cents per share. However, it reported a decline in active buyers and is forecasting lower than expected revenue for the current quarter as overall e-commerce trends soften. eBay fell 1.5% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/EBAY\">eBay</a>-eBay调整后季度收益为每股99美分，超出预期4美分。然而，该公司报告称，随着整体电子商务趋势疲软，活跃买家数量有所下降，并预计本季度收入将低于预期。eBay盘前下跌1.5%。</blockquote></p><p> <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> – Bumble lost 6 cents per share for its latest quarter, compared with consensus estimates for a 1 cent per-share profit. However, the dating service operator’s revenue topped forecasts as its paying user numbers jumped 20% from a year earlier, and it issued upbeat current-quarter revenue guidance. Bumble gained 1.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/BMBL\">邦布尔公司。</a>-Bumble最近一个季度每股亏损6美分，而市场普遍预期每股利润为1美分。然而，这家约会服务运营商的收入超出了预期，其付费用户数量较上年同期增长了20%，并发布了乐观的本季度收入指引。Bumble盘前上涨1.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/SONO\">Sonos Inc</a> – Sonos surged 11.6% in premarket trading after it reported a surprise profit of 12 cents per share, with analysts having expected a quarterly loss of 17 cents per share. The maker of home audio equipment also issued strong current-quarter and full-year sales guidance.</p><p><blockquote><a href=\"https://laohu8.com/S/SONO\">Sonos公司</a>-Sonos公布每股盈利12美分的意外利润，此前分析师此前预计季度每股亏损17美分，该公司在盘前交易中飙升11.6%。这家家用音频设备制造商还发布了强劲的本季度和全年销售指引。</blockquote></p><p> <a href=\"https://laohu8.com/S/OPEN\">Opendoor Technologies Inc</a> – Opendoor soared 19.5% in premarket action after reporting it lost 24 cents per share for its latest quarter, 10 cents less than analysts had been projecting. The home buying and selling company also reported better-than-expected revenue, in addition to issuing an upbeat current-quarter sales forecast.</p><p><blockquote><a href=\"https://laohu8.com/S/OPEN\">Opendoor技术公司</a>-Opendoor公布最新季度每股亏损24美分，比分析师预期低10美分，盘前股价飙升19.5%。除了发布乐观的本季度销售预测外，这家房屋买卖公司还报告了好于预期的收入。</blockquote></p><p> <a href=\"https://laohu8.com/S/RIDE\">Lordstown Motors Corp.</a> – Lordstown Motors is seeing its shares rally in the premarket after saying it was on track to begin limited production of its Endurance electric pickup truck by the end of September. Lordstown gained 1.6% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/RIDE\">洛兹敦汽车公司。</a>-洛兹敦汽车公司(Lordstown Motors)表示，该公司有望在9月底前开始限量生产Endurance电动皮卡，其股价在盘前上涨。洛兹敦盘前上涨1.6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a> – DoorDash held talks over the past two months to buy grocery delivery service Instacart, according to people familiar with the matter who spoke to The Information. The news website said the talks have fallen apart in recent weeks amid concerns that such a deal would have a difficult time winning regulatory approval. DoorDash rose 2.3% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/DASH\">DoorDash公司。</a>–据接受The Information采访的知情人士透露，DoorDash在过去两个月里就收购杂货配送服务Instacart进行了谈判。该新闻网站称，由于担心此类交易很难获得监管部门批准，谈判最近几周破裂。DoorDash盘前交易中上涨2.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/HIMS\">Hims &amp; Hers Health Inc.</a> – Hims &amp; Hers lost 3 cents per share for its second quarter, smaller than the 9 cents loss that Wall Street had been anticipating. The telehealth platform operator also reported better-than-expected revenue. The stock leaped 11% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/HIMS\">他和她的健康公司。</a>–Hims&amp;Hers第二季度每股亏损3美分，小于华尔街预期的9美分亏损。这家远程医疗平台运营商还报告了好于预期的收入。该股盘前上涨11%。</blockquote></p><p> <a href=\"https://laohu8.com/S/RXT\">Rackspace Technology</a> – Rackspace beat estimates by 2 cents with an adjusted quarterly profit of 24 cents per share, and the cloud computing company’s revenue also topped forecasts. However, Rackspace also gave weaker-than-expected current-quarter guidance, with the company saying it is in a “transient phase” as it phases out older business segments. Shares slumped 9.3% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/RXT\">Rackspace技术</a>-Rackspace调整后季度利润为每股24美分，超出预期2美分，这家云计算公司的收入也超出预期。然而，Rackspace也给出了弱于预期的本季度指引，该公司表示，随着逐步淘汰旧业务部门，该公司正处于“过渡阶段”。盘前股价下跌9.3%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-12 20:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Futures tracking the Dow hit a record high on Thursday ahead of earnings reports from companies including Walt Disney and data expected to show a jobs market recovery was on track.</p><p><blockquote>周四，在华特迪士尼等公司公布财报之前，跟踪道琼斯指数的期货创下历史新高，数据预计将显示就业市场复苏步入正轨。</blockquote></p><p> At 8:05 a.m. ET, Dow E-minis were up 35 points, or 0.1%, S&amp;P 500 E-minis were up 2 points, or 0.05% and Nasdaq 100 E-minis were up 8.5 points, or 0.06%.</p><p><blockquote>截至美国东部时间上午8:05，道琼斯电子迷你指数上涨35点，涨幅0.1%，标普500电子迷你指数上涨2点，涨幅0.05%，纳斯达克100电子迷你指数上涨8.5点，涨幅0.06%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f35f9eb8d6574ed6eb40236f67b99935\" tg-width=\"579\" tg-height=\"200\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:05</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade，美国东部时间08:05</span></p></blockquote></p><p> Rate-sensitive lenders JPMorgan Chase &amp; Co, Wells Fargo &amp; Co, Bank of America Corp and Goldman Sachs Group Inc edged higher before the opening bell.</p><p><blockquote>对利率敏感的银行摩根大通、富国银行、美国银行和高盛集团在开盘前小幅走高。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> – The software platform company matched Wall Street forecasts with adjusted quarterly earnings of 4 cents per share and revenue beating analyst forecasts. Sales rose 49% from a year ago, and the stock rallied 5.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/PLTR\">帕兰提尔技术公司。</a>–该软件平台公司调整后季度收益为每股4美分，营收超出分析师预期，符合华尔街预期。销售额同比增长49%，股价盘前上涨5.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/CYBR\">CyberArk</a> – The cybersecurity company earned an adjusted 1 cent per share for its latest quarter, compared with a consensus estimate of 2 cents, while revenue came in above estimates with subscription revenue more than doubling from a year ago. CyberArk shares slid 4.9% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/CYBR\">赛博方舟</a>-这家网络安全公司最近一个季度调整后每股收益为1美分，而市场普遍预期为2美分，而收入高于预期，订阅收入比一年前增加了一倍多。CyberArk股价在盘前交易中下跌4.9%。</blockquote></p><p> <a href=\"https://laohu8.com/S/UTZ\">Utz Brands, Inc.</a> – The snack maker’s stock fell 4.5% in the premarket after it missed estimates by 2 cents with adjusted quarterly earnings of 13 cents per share, although revenue did beat Wall Street forecasts. Utz expects continued strong demand for its products, but also expects costs to remain elevated for the remainder of the year.</p><p><blockquote><a href=\"https://laohu8.com/S/UTZ\">乌茨品牌公司。</a>–这家零食制造商的股价在盘前下跌4.5%，调整后季度收益为每股13美分，低于预期2美分，尽管收入确实超出了华尔街的预期。Utz预计对其产品的需求将持续强劲，但也预计今年剩余时间成本将保持在高位。</blockquote></p><p> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> – eBay beat estimates by 4 cents with adjusted quarterly earnings of 99 cents per share. However, it reported a decline in active buyers and is forecasting lower than expected revenue for the current quarter as overall e-commerce trends soften. eBay fell 1.5% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/EBAY\">eBay</a>-eBay调整后季度收益为每股99美分，超出预期4美分。然而，该公司报告称，随着整体电子商务趋势疲软，活跃买家数量有所下降，并预计本季度收入将低于预期。eBay盘前下跌1.5%。</blockquote></p><p> <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> – Bumble lost 6 cents per share for its latest quarter, compared with consensus estimates for a 1 cent per-share profit. However, the dating service operator’s revenue topped forecasts as its paying user numbers jumped 20% from a year earlier, and it issued upbeat current-quarter revenue guidance. Bumble gained 1.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/BMBL\">邦布尔公司。</a>-Bumble最近一个季度每股亏损6美分，而市场普遍预期每股利润为1美分。然而，这家约会服务运营商的收入超出了预期，其付费用户数量较上年同期增长了20%，并发布了乐观的本季度收入指引。Bumble盘前上涨1.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/SONO\">Sonos Inc</a> – Sonos surged 11.6% in premarket trading after it reported a surprise profit of 12 cents per share, with analysts having expected a quarterly loss of 17 cents per share. The maker of home audio equipment also issued strong current-quarter and full-year sales guidance.</p><p><blockquote><a href=\"https://laohu8.com/S/SONO\">Sonos公司</a>-Sonos公布每股盈利12美分的意外利润，此前分析师此前预计季度每股亏损17美分，该公司在盘前交易中飙升11.6%。这家家用音频设备制造商还发布了强劲的本季度和全年销售指引。</blockquote></p><p> <a href=\"https://laohu8.com/S/OPEN\">Opendoor Technologies Inc</a> – Opendoor soared 19.5% in premarket action after reporting it lost 24 cents per share for its latest quarter, 10 cents less than analysts had been projecting. The home buying and selling company also reported better-than-expected revenue, in addition to issuing an upbeat current-quarter sales forecast.</p><p><blockquote><a href=\"https://laohu8.com/S/OPEN\">Opendoor技术公司</a>-Opendoor公布最新季度每股亏损24美分，比分析师预期低10美分，盘前股价飙升19.5%。除了发布乐观的本季度销售预测外，这家房屋买卖公司还报告了好于预期的收入。</blockquote></p><p> <a href=\"https://laohu8.com/S/RIDE\">Lordstown Motors Corp.</a> – Lordstown Motors is seeing its shares rally in the premarket after saying it was on track to begin limited production of its Endurance electric pickup truck by the end of September. Lordstown gained 1.6% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/RIDE\">洛兹敦汽车公司。</a>-洛兹敦汽车公司(Lordstown Motors)表示，该公司有望在9月底前开始限量生产Endurance电动皮卡，其股价在盘前上涨。洛兹敦盘前上涨1.6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a> – DoorDash held talks over the past two months to buy grocery delivery service Instacart, according to people familiar with the matter who spoke to The Information. The news website said the talks have fallen apart in recent weeks amid concerns that such a deal would have a difficult time winning regulatory approval. DoorDash rose 2.3% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/DASH\">DoorDash公司。</a>–据接受The Information采访的知情人士透露，DoorDash在过去两个月里就收购杂货配送服务Instacart进行了谈判。该新闻网站称，由于担心此类交易很难获得监管部门批准，谈判最近几周破裂。DoorDash盘前交易中上涨2.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/HIMS\">Hims &amp; Hers Health Inc.</a> – Hims &amp; Hers lost 3 cents per share for its second quarter, smaller than the 9 cents loss that Wall Street had been anticipating. The telehealth platform operator also reported better-than-expected revenue. The stock leaped 11% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/HIMS\">他和她的健康公司。</a>–Hims&amp;Hers第二季度每股亏损3美分，小于华尔街预期的9美分亏损。这家远程医疗平台运营商还报告了好于预期的收入。该股盘前上涨11%。</blockquote></p><p> <a href=\"https://laohu8.com/S/RXT\">Rackspace Technology</a> – Rackspace beat estimates by 2 cents with an adjusted quarterly profit of 24 cents per share, and the cloud computing company’s revenue also topped forecasts. However, Rackspace also gave weaker-than-expected current-quarter guidance, with the company saying it is in a “transient phase” as it phases out older business segments. Shares slumped 9.3% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/RXT\">Rackspace技术</a>-Rackspace调整后季度利润为每股24美分，超出预期2美分，这家云计算公司的收入也超出预期。然而，Rackspace也给出了弱于预期的本季度指引，该公司表示，随着逐步淘汰旧业务部门，该公司正处于“过渡阶段”。盘前股价下跌9.3%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119893366","content_text":"Futures tracking the Dow hit a record high on Thursday ahead of earnings reports from companies including Walt Disney and data expected to show a jobs market recovery was on track.\nAt 8:05 a.m. ET, Dow E-minis were up 35 points, or 0.1%, S&P 500 E-minis were up 2 points, or 0.05% and Nasdaq 100 E-minis were up 8.5 points, or 0.06%.\n*Source From Tiger Trade, EST 08:05\nRate-sensitive lenders JPMorgan Chase & Co, Wells Fargo & Co, Bank of America Corp and Goldman Sachs Group Inc edged higher before the opening bell.\nStocks making the biggest moves in the premarket:\nPalantir Technologies Inc. – The software platform company matched Wall Street forecasts with adjusted quarterly earnings of 4 cents per share and revenue beating analyst forecasts. Sales rose 49% from a year ago, and the stock rallied 5.7% in the premarket.\nCyberArk – The cybersecurity company earned an adjusted 1 cent per share for its latest quarter, compared with a consensus estimate of 2 cents, while revenue came in above estimates with subscription revenue more than doubling from a year ago. CyberArk shares slid 4.9% in premarket trading.\nUtz Brands, Inc. – The snack maker’s stock fell 4.5% in the premarket after it missed estimates by 2 cents with adjusted quarterly earnings of 13 cents per share, although revenue did beat Wall Street forecasts. Utz expects continued strong demand for its products, but also expects costs to remain elevated for the remainder of the year.\neBay – eBay beat estimates by 4 cents with adjusted quarterly earnings of 99 cents per share. However, it reported a decline in active buyers and is forecasting lower than expected revenue for the current quarter as overall e-commerce trends soften. eBay fell 1.5% in premarket action.\nBumble Inc. – Bumble lost 6 cents per share for its latest quarter, compared with consensus estimates for a 1 cent per-share profit. However, the dating service operator’s revenue topped forecasts as its paying user numbers jumped 20% from a year earlier, and it issued upbeat current-quarter revenue guidance. Bumble gained 1.7% in the premarket.\nSonos Inc – Sonos surged 11.6% in premarket trading after it reported a surprise profit of 12 cents per share, with analysts having expected a quarterly loss of 17 cents per share. The maker of home audio equipment also issued strong current-quarter and full-year sales guidance.\nOpendoor Technologies Inc – Opendoor soared 19.5% in premarket action after reporting it lost 24 cents per share for its latest quarter, 10 cents less than analysts had been projecting. The home buying and selling company also reported better-than-expected revenue, in addition to issuing an upbeat current-quarter sales forecast.\nLordstown Motors Corp. – Lordstown Motors is seeing its shares rally in the premarket after saying it was on track to begin limited production of its Endurance electric pickup truck by the end of September. Lordstown gained 1.6% in the premarket.\nDoorDash, Inc. – DoorDash held talks over the past two months to buy grocery delivery service Instacart, according to people familiar with the matter who spoke to The Information. The news website said the talks have fallen apart in recent weeks amid concerns that such a deal would have a difficult time winning regulatory approval. DoorDash rose 2.3% in premarket trading.\nHims & Hers Health Inc. – Hims & Hers lost 3 cents per share for its second quarter, smaller than the 9 cents loss that Wall Street had been anticipating. The telehealth platform operator also reported better-than-expected revenue. The stock leaped 11% in the premarket.\nRackspace Technology – Rackspace beat estimates by 2 cents with an adjusted quarterly profit of 24 cents per share, and the cloud computing company’s revenue also topped forecasts. However, Rackspace also gave weaker-than-expected current-quarter guidance, with the company saying it is in a “transient phase” as it phases out older business segments. Shares slumped 9.3% in premarket action.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}