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Bobster
Bobster
·
2021-12-27
Am surprised Chewy is classified as a tech stock
2 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已准备好迎接牛市</blockquote>
Skyworks Solutions and Chewy haven't been the best performers in 2021, as shares of both companies h
2 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已准备好迎接牛市</blockquote>
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Bobster
Bobster
·
2021-12-22
Terrible... grrr
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Bobster
Bobster
·
2021-12-16
Ha. Brand new world. Zero delivery and reporting "earnings". Throwing away my economics textbooks.
Is Rivian Stock a Buy Ahead of its Q3 Earnings?<blockquote>Rivian股票在第三季度财报公布前值得买入吗？</blockquote>
On December 16, Rivian RIVN will announce its first earnings since going public. Here is what invest
Is Rivian Stock a Buy Ahead of its Q3 Earnings?<blockquote>Rivian股票在第三季度财报公布前值得买入吗？</blockquote>
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Bobster
Bobster
·
2021-12-04
So how is he selling? He has gone nett long!
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Bobster
Bobster
·
2021-12-02
Sea of red!
Cruise Stocks Alert: Why CCL, RCL, NCLH Stocks Are Getting Wrecked Today<blockquote>邮轮股票警报：为什么 CCL、RCL、NCLH 股票今天遭受重创</blockquote>
Cruise stocks are taking a bit hit today. Indeed, shares of Carnival(NYSE:CCL),Royal Caribbean Cruis
Cruise Stocks Alert: Why CCL, RCL, NCLH Stocks Are Getting Wrecked Today<blockquote>邮轮股票警报：为什么 CCL、RCL、NCLH 股票今天遭受重创</blockquote>
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Bobster
Bobster
·
2021-12-02
What a u turn by Powell.. just to convince the senate for his reappointment?!?
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Bobster
Bobster
·
2021-11-25
Whoa
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Bobster
Bobster
·
2021-11-23
I hope the analysts are right
BABA Stock: Despite Earnings Miss, Experts See 54% Upside<blockquote>阿里巴巴股票：尽管盈利未达预期，但专家认为上涨空间仍为 54%</blockquote>
Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted p
BABA Stock: Despite Earnings Miss, Experts See 54% Upside<blockquote>阿里巴巴股票：尽管盈利未达预期，但专家认为上涨空间仍为 54%</blockquote>
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Bobster
Bobster
·
2021-11-22
Sounds promising
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Bobster
Bobster
·
2021-11-19
Keep going pls....
Why Rivian Stock Plunged Today<blockquote>为什么Rivian股价今天暴跌</blockquote>
Shares of Rivian Automotive fell 15% on Thursday, furthering a downward slide in the electric vehic
Why Rivian Stock Plunged Today<blockquote>为什么Rivian股价今天暴跌</blockquote>
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surprised Chewy is classified as a tech stock","listText":"Am surprised Chewy is classified as a tech stock","text":"Am surprised Chewy is classified as a tech stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696003203","repostId":"1192758376","repostType":4,"repost":{"id":"1192758376","kind":"news","pubTimestamp":1640566987,"share":"https://www.laohunote.com/m/news/1192758376?lang=zh_CN&edition=full","pubTime":"2021-12-27 09:03","market":"us","language":"en","title":"2 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已准备好迎接牛市</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192758376","media":"Motley Fool","summary":"Skyworks Solutions and Chewy haven't been the best performers in 2021, as shares of both companies h","content":"<p><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a> and <a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a> haven't been the best performers in 2021, as shares of both companies have dipped despite terrific growth in their businesses.</p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a>和<a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a>2021 年表现并不是最好的公司，因为尽管两家公司的业务都取得了巨大的增长，但它们的股价都下跌了。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a881b8c120a9a6bff447766d80c93aa1\" tg-width=\"720\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> SWKSDATA BYYCHARTS</p><p><blockquote>SWKS数据by YCharts</blockquote></p><p> However, these tech stocks could step on the gas in the new year thanks to secular growth opportunities in the industries they operate in. Let's look at the reasons why Skyworks Solutions and Chewy could go on a bull run and leave this year's disappointing performance behind.</p><p><blockquote>然而，由于其所处行业的长期增长机会，这些科技股可能会在新的一年加快步伐。让我们来看看 Skyworks Solutions 和 Chewy 能够牛市并将今年令人失望的业绩抛在脑后的原因。</blockquote></p><p> <a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a></blockquote></p><p> Skyworks Solutions stock has dipped of late thanks to speculation that the demand for <b>Apple</b>'s(NASDAQ: AAPL)iPhone would take a hit in the holiday season. Reports suggest that long waiting times arising out of supply chain delays and production constraints haveput off customersfrom upgrading to the latest iPhone models. That has weighed on Skyworks as it supplies wireless chips for the iPhone.</p><p><blockquote>Skyworks Solutions 股价近期下跌，原因是有人猜测需求<b>苹果</b>（纳斯达克：AAPL）iPhone 将在假日季节受到打击。报告显示，供应链延迟和生产限制导致的漫长等待时间阻碍了客户升级到最新的 iPhone 型号。这给 Skyworks 带来了压力，因为它为 iPhone 供应无线芯片。</blockquote></p><p> However, there are indications that Apple's supply chain may be improving.<b>Morgan Stanley</b> analyst Katy Huberty recenlty increased her forecast for iPhone shipments in the December-ended quarter to 83 million units from the prior estimate of 80 million units, saying that Apple's supply chain problems have eased. If that estimate is hit, it would translate into a year-over-year increase of 3 million iPhone units sold, and that would be good for Skyworks since it gets most of its revenue by selling chips to Apple.</p><p><blockquote>不过，有迹象表明，苹果的供应链可能正在改善。<b>摩根士丹利</b>分析师凯蒂·休伯蒂 (Katy Huberty) 最近将截至 12 月的季度 iPhone 出货量预测从之前估计的 8000 万部上调至 8300 万部，称苹果的供应链问题已经缓解。如果这一预测达到，iPhone 销量将同比增加 300 万部，这对 Skyworks 来说是件好事，因为它的大部分收入来自向苹果出售芯片。</blockquote></p><p> Apple provided 59% of Skyworks' revenue last fiscal year, so increased sales for Apple would spell good things for Skyworks. A report cited by Taiwanese publication<i>DigiTimes</i>points out that Apple could sell over 300 million iPhones in 2022, a huge increase over this year's estimated iPhone shipments of 240 million units.</p><p><blockquote>上一财年，苹果提供了 Skyworks 59% 的收入，因此苹果销售额的增加对 Skyworks 来说是好事。台湾出版物引用的一份报告<i>数字时代</i>指出苹果在 2022 年可能售出超过 3 亿部 iPhone，比今年预计的 2.4 亿部 iPhone 出货量大幅增长。</blockquote></p><p> That may seem ambitious, but it won't be surprising to see Apple come close to that target as it is reportedly working on a 5G-enabled iPhone SE that could be launched in 2022. Some expect the 5G iPhone SE to add 30 million units to Apple's shipments next year.</p><p><blockquote>这似乎是雄心勃勃的，但看到苹果接近这一目标也就不足为奇了，因为据报道，它正在开发一款支持 5G 的 iPhone SE，可能会在 2022 年推出。一些人预计5G iPhone SE明年将为苹果的出货量增加3000万部。</blockquote></p><p> All this indicates that Skyworks' terrific momentum is here to stay. The company's revenue in the recently concluded fiscal 2021 (ended on Oct. 1) increased 52% year over year, while adjusted earnings shot up 71% to $10.50 per share. Analysts estimate Skyworks' revenue will increase 11.4% in fiscal 2022, while earnings are expected to increase 10% to $11.56 per share. The bright prospects of its largest client could help Skyworks easily exceed those expectations.</p><p><blockquote>所有这些都表明 Skyworks 的强劲势头将持续下去。该公司在最近结束的 2021 财年（截至 10 月 1 日）的收入同比增长 52%，调整后收益飙升 71%，达到每股 10.50 美元。分析师预计 Skyworks 2022 财年收入将增长 11.4%，而每股收益预计将增长 10%，达到 11.56 美元。其最大客户的光明前景可以帮助 Skyworks 轻松超越这些预期。</blockquote></p><p> And Skyworks Solutions is trading at just 18 times trailing earnings right now as compared to the <b>S&P 500</b>'s multiple of 28.</p><p><blockquote>Skyworks Solutions 目前的市盈率仅为历史市盈率的 18 倍<b>标普500</b>是28的倍数。</blockquote></p><p> <a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a></blockquote></p><p> Chewy stock has been hammered in 2021 even though the company is successfully taking advantage of the increase in online sales of pet food and products. The company's revenue in the third quarter of fiscal 2021 increased 24% year over year to $2.21 billion. Chewy's gross margin increased 90 basis points during the quarter to 26.4%.</p><p><blockquote>尽管该公司成功地利用了宠物食品和产品在线销售的增长，但耐嚼股票在 2021 年仍遭受重创。该公司2021财年第三季度的收入同比增长24%，达到22.1亿美元。Chewy 本季度毛利率增长 90 个基点，达到 26.4%。</blockquote></p><p> Investors, however, pressed the panic button after Chewy's latest results were released on Dec. 9 as the company's loss of $0.08 per share was greater than Wall Street's anticipated $0.04-per-share loss. The company blamed supply chain problems, cost inflation, and labor shortages for the loss. But investors should not miss the forest for the trees as Chewy is well on track to benefit from a fast-growing market.</p><p><blockquote>然而，在 Chewy 于 12 月 9 日发布最新业绩后，投资者按下了恐慌按钮，因为该公司每股亏损 0.08 美元，高于华尔街预期的每股亏损 0.04 美元。该公司将亏损归咎于供应链问题、成本上涨和劳动力短缺。但投资者不应因树木而错过森林，因为 Chewy 有望从快速增长的市场中受益。</blockquote></p><p> The American Pet Products Association estimates that spending on pet products exceeded $100 billion last year. Morgan Stanley forecasts that pet spending could hit $275 billion by 2030.</p><p><blockquote>美国宠物用品协会估计，去年宠物用品支出超过1000亿美元。摩根士丹利预测，到 2030 年，宠物支出可能达到 2750 亿美元。</blockquote></p><p> Throw in the fact that 59% of spending on pet products is expected to happen online by 2025, as compared to 30% at the end of last year, and it is evident that Chewy is operating in a fast-growing industry. Chewy commands a 41% share of online spending on pet products and has a growing customer base that is spending more money on its offerings.</p><p><blockquote>再加上到 2025 年，59% 的宠物产品支出预计将在网上进行，而去年年底这一比例为 30%，很明显 Chewy 正在一个快速增长的行业中运营。Chewy 在宠物产品在线支出中占据 41% 的份额，并且拥有不断增长的客户群，他们在其产品上花费了更多的钱。</blockquote></p><p> Chewy is positioned to sustain its impressive pace of growth in the long run and the stock is trading at just 2.67 times sales, which means that it is available for a discount as compared to the S&P 500's multiple of 3.19. Investors looking to add a potentialgrowth stockto their portfolios should take a closer look at Chewy.</p><p><blockquote>从长远来看，Chewy 有望保持其令人印象深刻的增长速度，该股的交易价格仅为销售价格的 2.67 倍，这意味着与标准普尔 500 指数的 3.19 倍相比，它可以打折。希望在投资组合中添加潜在增长股票的投资者应该仔细看看 Chewy。</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 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已准备好迎接牛市</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 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已准备好迎接牛市</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\">2021-12-27 09:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a> and <a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a> haven't been the best performers in 2021, as shares of both companies have dipped despite terrific growth in their businesses.</p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a>和<a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a>2021 年表现并不是最好的公司，因为尽管两家公司的业务都取得了巨大的增长，但它们的股价都下跌了。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a881b8c120a9a6bff447766d80c93aa1\" tg-width=\"720\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> SWKSDATA BYYCHARTS</p><p><blockquote>SWKS数据by YCharts</blockquote></p><p> However, these tech stocks could step on the gas in the new year thanks to secular growth opportunities in the industries they operate in. Let's look at the reasons why Skyworks Solutions and Chewy could go on a bull run and leave this year's disappointing performance behind.</p><p><blockquote>然而，由于其所处行业的长期增长机会，这些科技股可能会在新的一年加快步伐。让我们来看看 Skyworks Solutions 和 Chewy 能够牛市并将今年令人失望的业绩抛在脑后的原因。</blockquote></p><p> <a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a></blockquote></p><p> Skyworks Solutions stock has dipped of late thanks to speculation that the demand for <b>Apple</b>'s(NASDAQ: AAPL)iPhone would take a hit in the holiday season. Reports suggest that long waiting times arising out of supply chain delays and production constraints haveput off customersfrom upgrading to the latest iPhone models. That has weighed on Skyworks as it supplies wireless chips for the iPhone.</p><p><blockquote>Skyworks Solutions 股价近期下跌，原因是有人猜测需求<b>苹果</b>（纳斯达克：AAPL）iPhone 将在假日季节受到打击。报告显示，供应链延迟和生产限制导致的漫长等待时间阻碍了客户升级到最新的 iPhone 型号。这给 Skyworks 带来了压力，因为它为 iPhone 供应无线芯片。</blockquote></p><p> However, there are indications that Apple's supply chain may be improving.<b>Morgan Stanley</b> analyst Katy Huberty recenlty increased her forecast for iPhone shipments in the December-ended quarter to 83 million units from the prior estimate of 80 million units, saying that Apple's supply chain problems have eased. If that estimate is hit, it would translate into a year-over-year increase of 3 million iPhone units sold, and that would be good for Skyworks since it gets most of its revenue by selling chips to Apple.</p><p><blockquote>不过，有迹象表明，苹果的供应链可能正在改善。<b>摩根士丹利</b>分析师凯蒂·休伯蒂 (Katy Huberty) 最近将截至 12 月的季度 iPhone 出货量预测从之前估计的 8000 万部上调至 8300 万部，称苹果的供应链问题已经缓解。如果这一预测达到，iPhone 销量将同比增加 300 万部，这对 Skyworks 来说是件好事，因为它的大部分收入来自向苹果出售芯片。</blockquote></p><p> Apple provided 59% of Skyworks' revenue last fiscal year, so increased sales for Apple would spell good things for Skyworks. A report cited by Taiwanese publication<i>DigiTimes</i>points out that Apple could sell over 300 million iPhones in 2022, a huge increase over this year's estimated iPhone shipments of 240 million units.</p><p><blockquote>上一财年，苹果提供了 Skyworks 59% 的收入，因此苹果销售额的增加对 Skyworks 来说是好事。台湾出版物引用的一份报告<i>数字时代</i>指出苹果在 2022 年可能售出超过 3 亿部 iPhone，比今年预计的 2.4 亿部 iPhone 出货量大幅增长。</blockquote></p><p> That may seem ambitious, but it won't be surprising to see Apple come close to that target as it is reportedly working on a 5G-enabled iPhone SE that could be launched in 2022. Some expect the 5G iPhone SE to add 30 million units to Apple's shipments next year.</p><p><blockquote>这似乎是雄心勃勃的，但看到苹果接近这一目标也就不足为奇了，因为据报道，它正在开发一款支持 5G 的 iPhone SE，可能会在 2022 年推出。一些人预计5G iPhone SE明年将为苹果的出货量增加3000万部。</blockquote></p><p> All this indicates that Skyworks' terrific momentum is here to stay. The company's revenue in the recently concluded fiscal 2021 (ended on Oct. 1) increased 52% year over year, while adjusted earnings shot up 71% to $10.50 per share. Analysts estimate Skyworks' revenue will increase 11.4% in fiscal 2022, while earnings are expected to increase 10% to $11.56 per share. The bright prospects of its largest client could help Skyworks easily exceed those expectations.</p><p><blockquote>所有这些都表明 Skyworks 的强劲势头将持续下去。该公司在最近结束的 2021 财年（截至 10 月 1 日）的收入同比增长 52%，调整后收益飙升 71%，达到每股 10.50 美元。分析师预计 Skyworks 2022 财年收入将增长 11.4%，而每股收益预计将增长 10%，达到 11.56 美元。其最大客户的光明前景可以帮助 Skyworks 轻松超越这些预期。</blockquote></p><p> And Skyworks Solutions is trading at just 18 times trailing earnings right now as compared to the <b>S&P 500</b>'s multiple of 28.</p><p><blockquote>Skyworks Solutions 目前的市盈率仅为历史市盈率的 18 倍<b>标普500</b>是28的倍数。</blockquote></p><p> <a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a></blockquote></p><p> Chewy stock has been hammered in 2021 even though the company is successfully taking advantage of the increase in online sales of pet food and products. The company's revenue in the third quarter of fiscal 2021 increased 24% year over year to $2.21 billion. Chewy's gross margin increased 90 basis points during the quarter to 26.4%.</p><p><blockquote>尽管该公司成功地利用了宠物食品和产品在线销售的增长，但耐嚼股票在 2021 年仍遭受重创。该公司2021财年第三季度的收入同比增长24%，达到22.1亿美元。Chewy 本季度毛利率增长 90 个基点，达到 26.4%。</blockquote></p><p> Investors, however, pressed the panic button after Chewy's latest results were released on Dec. 9 as the company's loss of $0.08 per share was greater than Wall Street's anticipated $0.04-per-share loss. The company blamed supply chain problems, cost inflation, and labor shortages for the loss. But investors should not miss the forest for the trees as Chewy is well on track to benefit from a fast-growing market.</p><p><blockquote>然而，在 Chewy 于 12 月 9 日发布最新业绩后，投资者按下了恐慌按钮，因为该公司每股亏损 0.08 美元，高于华尔街预期的每股亏损 0.04 美元。该公司将亏损归咎于供应链问题、成本上涨和劳动力短缺。但投资者不应因树木而错过森林，因为 Chewy 有望从快速增长的市场中受益。</blockquote></p><p> The American Pet Products Association estimates that spending on pet products exceeded $100 billion last year. Morgan Stanley forecasts that pet spending could hit $275 billion by 2030.</p><p><blockquote>美国宠物用品协会估计，去年宠物用品支出超过1000亿美元。摩根士丹利预测，到 2030 年，宠物支出可能达到 2750 亿美元。</blockquote></p><p> Throw in the fact that 59% of spending on pet products is expected to happen online by 2025, as compared to 30% at the end of last year, and it is evident that Chewy is operating in a fast-growing industry. Chewy commands a 41% share of online spending on pet products and has a growing customer base that is spending more money on its offerings.</p><p><blockquote>再加上到 2025 年，59% 的宠物产品支出预计将在网上进行，而去年年底这一比例为 30%，很明显 Chewy 正在一个快速增长的行业中运营。Chewy 在宠物产品在线支出中占据 41% 的份额，并且拥有不断增长的客户群，他们在其产品上花费了更多的钱。</blockquote></p><p> Chewy is positioned to sustain its impressive pace of growth in the long run and the stock is trading at just 2.67 times sales, which means that it is available for a discount as compared to the S&P 500's multiple of 3.19. Investors looking to add a potentialgrowth stockto their portfolios should take a closer look at Chewy.</p><p><blockquote>从长远来看，Chewy 有望保持其令人印象深刻的增长速度，该股的交易价格仅为销售价格的 2.67 倍，这意味着与标准普尔 500 指数的 3.19 倍相比，它可以打折。希望在投资组合中添加潜在增长股票的投资者应该仔细看看 Chewy。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/26/2-top-tech-stocks-ready-for-a-bull-run/\">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":{"CHWY":"Chewy, Inc.","SWKS":"思佳讯"},"source_url":"https://www.fool.com/investing/2021/12/26/2-top-tech-stocks-ready-for-a-bull-run/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192758376","content_text":"Skyworks Solutions and Chewy haven't been the best performers in 2021, as shares of both companies have dipped despite terrific growth in their businesses.\n\nSWKSDATA BYYCHARTS\nHowever, these tech stocks could step on the gas in the new year thanks to secular growth opportunities in the industries they operate in. Let's look at the reasons why Skyworks Solutions and Chewy could go on a bull run and leave this year's disappointing performance behind.\nSkyworks Solutions\nSkyworks Solutions stock has dipped of late thanks to speculation that the demand for Apple's(NASDAQ: AAPL)iPhone would take a hit in the holiday season. Reports suggest that long waiting times arising out of supply chain delays and production constraints haveput off customersfrom upgrading to the latest iPhone models. That has weighed on Skyworks as it supplies wireless chips for the iPhone.\nHowever, there are indications that Apple's supply chain may be improving.Morgan Stanley analyst Katy Huberty recenlty increased her forecast for iPhone shipments in the December-ended quarter to 83 million units from the prior estimate of 80 million units, saying that Apple's supply chain problems have eased. If that estimate is hit, it would translate into a year-over-year increase of 3 million iPhone units sold, and that would be good for Skyworks since it gets most of its revenue by selling chips to Apple.\nApple provided 59% of Skyworks' revenue last fiscal year, so increased sales for Apple would spell good things for Skyworks. A report cited by Taiwanese publicationDigiTimespoints out that Apple could sell over 300 million iPhones in 2022, a huge increase over this year's estimated iPhone shipments of 240 million units.\nThat may seem ambitious, but it won't be surprising to see Apple come close to that target as it is reportedly working on a 5G-enabled iPhone SE that could be launched in 2022. Some expect the 5G iPhone SE to add 30 million units to Apple's shipments next year.\nAll this indicates that Skyworks' terrific momentum is here to stay. The company's revenue in the recently concluded fiscal 2021 (ended on Oct. 1) increased 52% year over year, while adjusted earnings shot up 71% to $10.50 per share. Analysts estimate Skyworks' revenue will increase 11.4% in fiscal 2022, while earnings are expected to increase 10% to $11.56 per share. The bright prospects of its largest client could help Skyworks easily exceed those expectations.\nAnd Skyworks Solutions is trading at just 18 times trailing earnings right now as compared to the S&P 500's multiple of 28.\nChewy\nChewy stock has been hammered in 2021 even though the company is successfully taking advantage of the increase in online sales of pet food and products. The company's revenue in the third quarter of fiscal 2021 increased 24% year over year to $2.21 billion. Chewy's gross margin increased 90 basis points during the quarter to 26.4%.\nInvestors, however, pressed the panic button after Chewy's latest results were released on Dec. 9 as the company's loss of $0.08 per share was greater than Wall Street's anticipated $0.04-per-share loss. The company blamed supply chain problems, cost inflation, and labor shortages for the loss. But investors should not miss the forest for the trees as Chewy is well on track to benefit from a fast-growing market.\nThe American Pet Products Association estimates that spending on pet products exceeded $100 billion last year. Morgan Stanley forecasts that pet spending could hit $275 billion by 2030.\nThrow in the fact that 59% of spending on pet products is expected to happen online by 2025, as compared to 30% at the end of last year, and it is evident that Chewy is operating in a fast-growing industry. Chewy commands a 41% share of online spending on pet products and has a growing customer base that is spending more money on its offerings.\nChewy is positioned to sustain its impressive pace of growth in the long run and the stock is trading at just 2.67 times sales, which means that it is available for a discount as compared to the S&P 500's multiple of 3.19. Investors looking to add a potentialgrowth stockto their portfolios should take a closer look at Chewy.","news_type":1,"symbols_score_info":{"CHWY":0.9,"SWKS":0.9}},"isVote":1,"tweetType":1,"viewCount":3566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691180360,"gmtCreate":1640148597864,"gmtModify":1640148597928,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"title":"","htmlText":"Terrible... grrr","listText":"Terrible... grrr","text":"Terrible... grrr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691180360","repostId":"2193316202","repostType":4,"isVote":1,"tweetType":1,"viewCount":4209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690989371,"gmtCreate":1639621438515,"gmtModify":1639621438766,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"title":"","htmlText":"Ha. Brand new world. Zero delivery and reporting \"earnings\". Throwing away my economics textbooks.","listText":"Ha. Brand new world. Zero delivery and reporting \"earnings\". Throwing away my economics textbooks.","text":"Ha. Brand new world. Zero delivery and reporting \"earnings\". Throwing away my economics textbooks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/690989371","repostId":"1143987480","repostType":4,"repost":{"id":"1143987480","kind":"news","pubTimestamp":1639618157,"share":"https://www.laohunote.com/m/news/1143987480?lang=zh_CN&edition=full","pubTime":"2021-12-16 09:29","market":"us","language":"en","title":"Is Rivian Stock a Buy Ahead of its Q3 Earnings?<blockquote>Rivian股票在第三季度财报公布前值得买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143987480","media":"TheStreet","summary":"On December 16, Rivian RIVN will announce its first earnings since going public. Here is what invest","content":"<p>On December 16, Rivian RIVN will announce its first earnings since going public. Here is what investors should look for heading into this EV maker’s third-quarter earnings.</p><p><blockquote>12月16日，Rivian RIVN将公布上市以来的首次财报。以下是投资者在了解这家电动汽车制造商第三季度财报时应关注的内容。</blockquote></p><p> Electric vehicle giant Rivian will report its earnings on December 16 for the first time since its massively hyped IPO in early November.</p><p><blockquote>电动汽车巨头Rivian将于 12 月 16 日公布财报，这是其自 11 月初大肆宣传的 IPO 以来的首次财报。</blockquote></p><p> Rivian's phenomenal debut rally has led the EV maker to achieve a larger market capitalization than traditional American automaker giants such as General Motors and Ford, even though the company hasn't reported any revenue yet.</p><p><blockquote>Rivian 非凡的首次拉力赛使这家电动汽车制造商实现了比通用汽车和福特等传统美国汽车制造巨头更大的市值，尽管该公司尚未报告任何收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2020a08ae7df976ad58c68b103b53ec2\" tg-width=\"1200\" tg-height=\"900\" width=\"100%\" height=\"auto\"><span>Figure 1: Rivian's R1T pickup truck on RIVN stock IPO.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 1：Rivian 的 R1T 皮卡在 RIVN 股票 IPO 上。</span></p></blockquote></p><p> From a fundamentals perspective, Rivian has a big challenge ahead in proving that it deserves to be valued as a $100 billion company. But do fundamentals matter much in today’s highly speculative market?</p><p><blockquote>从基本面的角度来看，Rivian在证明自己值得成为一家价值 1000 亿美元的公司方面面临着巨大的挑战。但在当今高度投机的市场中，基本面重要吗？</blockquote></p><p> <b>What to expect for Q3 earnings</b></p><p><blockquote><b>第三季度收益预期</b></blockquote></p><p> Rivian and other big EV names, even though they’re in the automotive industry, are listed as technology stocks. These companies see themselves as technological game-changers – members of a new transportation paradigm that’s free from fossil fuels.</p><p><blockquote>Rivian和其他电动汽车大公司虽然身处汽车行业，但都被列为科技股。这些公司将自己视为技术游戏规则的改变者--摆脱化石燃料的新交通范式的成员。</blockquote></p><p> A growth-centric viewpoint goes partway to explaining why companies like Tesla and Rivian, even though they make far fewer vehicles per year than traditional automotive names like Ford and General Motors, have larger market capitalizations. The market is pricing in disruptive technologies that could, potentially, turn the entire automotive industry on its head.</p><p><blockquote>以增长为中心的观点在一定程度上解释了为什么像特斯拉和Rivian这样的公司拥有更大的市值，尽管它们每年生产的汽车产量远少于福特和通用汽车等传统汽车品牌。市场正在对颠覆性技术进行定价，这些技术可能会彻底改变整个汽车行业。</blockquote></p><p> But from a purely fundamentals-based perspective, a $100 billion market cap is almost impossible to justify right now, and it may not even be justified several years down the road.</p><p><blockquote>但从纯粹基于基本面的角度来看，1000亿美元的市值现在几乎不可能证明是合理的，几年后甚至可能也不合理。</blockquote></p><p> Rivian has generated zero revenue so far and its actual production capacity is 150,000 units annually. If we assume production reaches peak capacity, Rivian's equity would currently be valued at about $675,000 per electric vehicle produced.</p><p><blockquote>到目前为止，Rivian的收入为零，其实际产能为每年15万辆。如果我们假设产量达到峰值产能，Rivian 目前的股权价值约为每辆电动汽车 675,000 美元。</blockquote></p><p> Ford, by comparison, is valued at $20,470 per vehicle produced, considering its 2020 production output. The company also generated $127 billion in revenue during 2020.</p><p><blockquote>相比之下，考虑到福特 2020 年的产量，每辆生产汽车的价值为 20,470 美元。该公司在 2020 年还创造了 1270 亿美元的收入。</blockquote></p><p> Since Rivian’s vehicles aren’t rolling into dealerships yet, sentiment on earnings day will be primarily (if not purely) speculative. Possible catalysts for movement including rising new orders, the launching of new technologies, or the announcement of another major partnership.</p><p><blockquote>由于Rivian的汽车尚未进入经销商处，财报日的情绪将主要（如果不是纯粹的话）是投机性的。可能的运动催化剂包括新订单的增加、新技术的推出或另一个重大合作伙伴关系的宣布。</blockquote></p><p> Therefore, even without sales yet, there are plenty of reasons Rivian’s stock could rally to record gains.</p><p><blockquote>因此，即使还没有销售，Rivian的股价也有很多理由反弹至创纪录的涨幅。</blockquote></p><p> <b>Puts or calls? Or maybe both?</b></p><p><blockquote><b>看跌期权还是评级？或者两者都有？</b></blockquote></p><p> Traders willing to join in on Rivian’s “earnings play” may find options to be the best move. Given the high speculation surrounding Rivian, it’s likely that this EV makers’ stock will either jump or plummet post-earnings. A long straddle strategy could see solid gains if this indeed turns out to be the case.</p><p><blockquote>愿意加入Rivian “盈利游戏 ”的交易者可能会发现期权是最佳选择。鉴于围绕Rivian的猜测甚嚣尘上，这家电动汽车制造商的股价很可能在财报发布后大涨或暴跌。如果情况确实如此，多头跨式策略可能会带来可观的收益。</blockquote></p><p> A long straddle strategy involves buying both a call and a put option for the same underlying stock and for the same expiry date. Long straddles will come out ahead as long as there’s a significant move in the price of the underlying stock – the direction of the move doesn’t matter. Such strategies are often used in the context of high-volatility earnings bets.</p><p><blockquote>多头跨式策略涉及为同一标的股票购买看涨期权和看跌期权，且到期日相同。只要标的股票价格发生重大变动，多头跨式期权就会提前出现--变动的方向并不重要。这种策略通常用于高波动性收益押注的背景下。</blockquote></p><p> Of course, a long straddle doesn’t guarantee outrageous profits. Rivian’s post-earnings share price could move far less than anticipated, meaning that the calls and puts could all expire worthless. Also, heavy options buying in anticipation of RIVN’s Q3 earnings could drive up the price of both puts and calls, eating away at potential profit from the trade.</p><p><blockquote>当然，长期投资并不能保证巨额利润。Rivian财报后的股价走势可能远低于预期，这意味着评级和看跌期权都可能到期一文不值。此外，由于预期 RIVN 第三季度财报，大量买入期权可能会推高看跌期权和评级的价格，从而蚕食该交易的潜在利润。</blockquote></p><p> <b>Should investors buy Rivian ahead of earnings?</b></p><p><blockquote><b>投资者应该在财报公布前买入Rivian吗？</b></blockquote></p><p> According to Wall Street experts, Rivian stock is a “moderate buy” ahead of earnings — the consensus suggests that, despite its sky-high market cap, Rivian stock is still undervalued. The current average price target for the company is $135, which implies a 16% upside.</p><p><blockquote>根据华尔街专家的说法，Rivian股票在财报公布前值得 “适度买入”--人们一致认为，尽管Rivian的市值很高，但其股票仍然被低估。该公司目前的平均目标价为 135 美元，这意味着上涨空间为 16%。</blockquote></p><p> The most bullish rating comes from Bank of America Securities analyst John Murphy, who sees 46% upside ahead for the stock,forecasting a $170 price target. Murphy sees Rivian standing out among other electric vehicle manufacturers with its “extremely comprehensive and well-constructed business strategy, in addition to solid/innovative technology and interesting/attractive product, validated by a key anchor customer (Amazon.com),”.</p><p><blockquote>最乐观的评级来自美国银行证券分析师约翰·墨菲，他认为该股未来有 46% 的上涨空间，预测目标价为 170 美元。Murphy 认为，Rivian在其他电动汽车制造商中脱颖而出，其 “业务战略极其全面、结构完善，此外还有扎实/创新的技术和有趣/有吸引力的产品，并得到了关键主要客户（亚马逊）的验证”。</blockquote></p><p> Baird’s George Gianarikas thinks Rivian is the only EV maker that can truly compete with Tesla. The analyst sees Rivian’s promising approach to the EV market, its robust balance sheet, and its partnership with Amazon as being catalysts for its share price reaching $150 in the next twelve months.</p><p><blockquote>Baird 的 George Gianarikas 认为，Rivian是唯一一家能够真正与特斯拉竞争的电动汽车制造商。这位分析师认为，Rivian在电动汽车市场的前景、稳健的资产负债表以及与亚马逊的合作是其股价在未来 12 个月内达到 150 美元的催化剂。</blockquote></p><p></p><p> But not everyone on the Street is bullish on RIVN. Goldman Sach sanalyst Mark Delainey is skeptical, with a neutral rating on Rivian and a $94 price target, implying a nearly 19% downside. Even though he finds Rivian’s product set attractive and sees the company’s brand presence as growing, Delainey believes that historical automotive industry data show how hard it is for newcomers to scale – even if those newcomers are EV manufacturers. The analyst also projects about $20 billion of cash burn from Q4 of 2021 through the end of 2025.</p><p><blockquote>但并不是街上的每个人都看好RIVN。高盛分析师 Mark Delainey 持怀疑态度，对Rivian给予中性评级，目标价为 94 美元，这意味着下跌近 19%。尽管德莱尼认为Rivian的产品系列很有吸引力，而且公司的品牌影响力也在不断增长，但他认为，汽车行业的历史数据表明，新来者很难扩大规模--即使这些新来者是电动汽车制造商。该分析师还预计，从 2021 年第四季度到 2025 年底，现金消耗约为 200 亿美元。</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>Is Rivian Stock a Buy Ahead of its Q3 Earnings?<blockquote>Rivian股票在第三季度财报公布前值得买入吗？</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\">\nIs Rivian Stock a Buy Ahead of its Q3 Earnings?<blockquote>Rivian股票在第三季度财报公布前值得买入吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-16 09:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On December 16, Rivian RIVN will announce its first earnings since going public. Here is what investors should look for heading into this EV maker’s third-quarter earnings.</p><p><blockquote>12月16日，Rivian RIVN将公布上市以来的首次财报。以下是投资者在了解这家电动汽车制造商第三季度财报时应关注的内容。</blockquote></p><p> Electric vehicle giant Rivian will report its earnings on December 16 for the first time since its massively hyped IPO in early November.</p><p><blockquote>电动汽车巨头Rivian将于 12 月 16 日公布财报，这是其自 11 月初大肆宣传的 IPO 以来的首次财报。</blockquote></p><p> Rivian's phenomenal debut rally has led the EV maker to achieve a larger market capitalization than traditional American automaker giants such as General Motors and Ford, even though the company hasn't reported any revenue yet.</p><p><blockquote>Rivian 非凡的首次拉力赛使这家电动汽车制造商实现了比通用汽车和福特等传统美国汽车制造巨头更大的市值，尽管该公司尚未报告任何收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2020a08ae7df976ad58c68b103b53ec2\" tg-width=\"1200\" tg-height=\"900\" width=\"100%\" height=\"auto\"><span>Figure 1: Rivian's R1T pickup truck on RIVN stock IPO.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 1：Rivian 的 R1T 皮卡在 RIVN 股票 IPO 上。</span></p></blockquote></p><p> From a fundamentals perspective, Rivian has a big challenge ahead in proving that it deserves to be valued as a $100 billion company. But do fundamentals matter much in today’s highly speculative market?</p><p><blockquote>从基本面的角度来看，Rivian在证明自己值得成为一家价值 1000 亿美元的公司方面面临着巨大的挑战。但在当今高度投机的市场中，基本面重要吗？</blockquote></p><p> <b>What to expect for Q3 earnings</b></p><p><blockquote><b>第三季度收益预期</b></blockquote></p><p> Rivian and other big EV names, even though they’re in the automotive industry, are listed as technology stocks. These companies see themselves as technological game-changers – members of a new transportation paradigm that’s free from fossil fuels.</p><p><blockquote>Rivian和其他电动汽车大公司虽然身处汽车行业，但都被列为科技股。这些公司将自己视为技术游戏规则的改变者--摆脱化石燃料的新交通范式的成员。</blockquote></p><p> A growth-centric viewpoint goes partway to explaining why companies like Tesla and Rivian, even though they make far fewer vehicles per year than traditional automotive names like Ford and General Motors, have larger market capitalizations. The market is pricing in disruptive technologies that could, potentially, turn the entire automotive industry on its head.</p><p><blockquote>以增长为中心的观点在一定程度上解释了为什么像特斯拉和Rivian这样的公司拥有更大的市值，尽管它们每年生产的汽车产量远少于福特和通用汽车等传统汽车品牌。市场正在对颠覆性技术进行定价，这些技术可能会彻底改变整个汽车行业。</blockquote></p><p> But from a purely fundamentals-based perspective, a $100 billion market cap is almost impossible to justify right now, and it may not even be justified several years down the road.</p><p><blockquote>但从纯粹基于基本面的角度来看，1000亿美元的市值现在几乎不可能证明是合理的，几年后甚至可能也不合理。</blockquote></p><p> Rivian has generated zero revenue so far and its actual production capacity is 150,000 units annually. If we assume production reaches peak capacity, Rivian's equity would currently be valued at about $675,000 per electric vehicle produced.</p><p><blockquote>到目前为止，Rivian的收入为零，其实际产能为每年15万辆。如果我们假设产量达到峰值产能，Rivian 目前的股权价值约为每辆电动汽车 675,000 美元。</blockquote></p><p> Ford, by comparison, is valued at $20,470 per vehicle produced, considering its 2020 production output. The company also generated $127 billion in revenue during 2020.</p><p><blockquote>相比之下，考虑到福特 2020 年的产量，每辆生产汽车的价值为 20,470 美元。该公司在 2020 年还创造了 1270 亿美元的收入。</blockquote></p><p> Since Rivian’s vehicles aren’t rolling into dealerships yet, sentiment on earnings day will be primarily (if not purely) speculative. Possible catalysts for movement including rising new orders, the launching of new technologies, or the announcement of another major partnership.</p><p><blockquote>由于Rivian的汽车尚未进入经销商处，财报日的情绪将主要（如果不是纯粹的话）是投机性的。可能的运动催化剂包括新订单的增加、新技术的推出或另一个重大合作伙伴关系的宣布。</blockquote></p><p> Therefore, even without sales yet, there are plenty of reasons Rivian’s stock could rally to record gains.</p><p><blockquote>因此，即使还没有销售，Rivian的股价也有很多理由反弹至创纪录的涨幅。</blockquote></p><p> <b>Puts or calls? Or maybe both?</b></p><p><blockquote><b>看跌期权还是评级？或者两者都有？</b></blockquote></p><p> Traders willing to join in on Rivian’s “earnings play” may find options to be the best move. Given the high speculation surrounding Rivian, it’s likely that this EV makers’ stock will either jump or plummet post-earnings. A long straddle strategy could see solid gains if this indeed turns out to be the case.</p><p><blockquote>愿意加入Rivian “盈利游戏 ”的交易者可能会发现期权是最佳选择。鉴于围绕Rivian的猜测甚嚣尘上，这家电动汽车制造商的股价很可能在财报发布后大涨或暴跌。如果情况确实如此，多头跨式策略可能会带来可观的收益。</blockquote></p><p> A long straddle strategy involves buying both a call and a put option for the same underlying stock and for the same expiry date. Long straddles will come out ahead as long as there’s a significant move in the price of the underlying stock – the direction of the move doesn’t matter. Such strategies are often used in the context of high-volatility earnings bets.</p><p><blockquote>多头跨式策略涉及为同一标的股票购买看涨期权和看跌期权，且到期日相同。只要标的股票价格发生重大变动，多头跨式期权就会提前出现--变动的方向并不重要。这种策略通常用于高波动性收益押注的背景下。</blockquote></p><p> Of course, a long straddle doesn’t guarantee outrageous profits. Rivian’s post-earnings share price could move far less than anticipated, meaning that the calls and puts could all expire worthless. Also, heavy options buying in anticipation of RIVN’s Q3 earnings could drive up the price of both puts and calls, eating away at potential profit from the trade.</p><p><blockquote>当然，长期投资并不能保证巨额利润。Rivian财报后的股价走势可能远低于预期，这意味着评级和看跌期权都可能到期一文不值。此外，由于预期 RIVN 第三季度财报，大量买入期权可能会推高看跌期权和评级的价格，从而蚕食该交易的潜在利润。</blockquote></p><p> <b>Should investors buy Rivian ahead of earnings?</b></p><p><blockquote><b>投资者应该在财报公布前买入Rivian吗？</b></blockquote></p><p> According to Wall Street experts, Rivian stock is a “moderate buy” ahead of earnings — the consensus suggests that, despite its sky-high market cap, Rivian stock is still undervalued. The current average price target for the company is $135, which implies a 16% upside.</p><p><blockquote>根据华尔街专家的说法，Rivian股票在财报公布前值得 “适度买入”--人们一致认为，尽管Rivian的市值很高，但其股票仍然被低估。该公司目前的平均目标价为 135 美元，这意味着上涨空间为 16%。</blockquote></p><p> The most bullish rating comes from Bank of America Securities analyst John Murphy, who sees 46% upside ahead for the stock,forecasting a $170 price target. Murphy sees Rivian standing out among other electric vehicle manufacturers with its “extremely comprehensive and well-constructed business strategy, in addition to solid/innovative technology and interesting/attractive product, validated by a key anchor customer (Amazon.com),”.</p><p><blockquote>最乐观的评级来自美国银行证券分析师约翰·墨菲，他认为该股未来有 46% 的上涨空间，预测目标价为 170 美元。Murphy 认为，Rivian在其他电动汽车制造商中脱颖而出，其 “业务战略极其全面、结构完善，此外还有扎实/创新的技术和有趣/有吸引力的产品，并得到了关键主要客户（亚马逊）的验证”。</blockquote></p><p> Baird’s George Gianarikas thinks Rivian is the only EV maker that can truly compete with Tesla. The analyst sees Rivian’s promising approach to the EV market, its robust balance sheet, and its partnership with Amazon as being catalysts for its share price reaching $150 in the next twelve months.</p><p><blockquote>Baird 的 George Gianarikas 认为，Rivian是唯一一家能够真正与特斯拉竞争的电动汽车制造商。这位分析师认为，Rivian在电动汽车市场的前景、稳健的资产负债表以及与亚马逊的合作是其股价在未来 12 个月内达到 150 美元的催化剂。</blockquote></p><p></p><p> But not everyone on the Street is bullish on RIVN. Goldman Sach sanalyst Mark Delainey is skeptical, with a neutral rating on Rivian and a $94 price target, implying a nearly 19% downside. Even though he finds Rivian’s product set attractive and sees the company’s brand presence as growing, Delainey believes that historical automotive industry data show how hard it is for newcomers to scale – even if those newcomers are EV manufacturers. The analyst also projects about $20 billion of cash burn from Q4 of 2021 through the end of 2025.</p><p><blockquote>但并不是街上的每个人都看好RIVN。高盛分析师 Mark Delainey 持怀疑态度，对Rivian给予中性评级，目标价为 94 美元，这意味着下跌近 19%。尽管德莱尼认为Rivian的产品系列很有吸引力，而且公司的品牌影响力也在不断增长，但他认为，汽车行业的历史数据表明，新来者很难扩大规模--即使这些新来者是电动汽车制造商。该分析师还预计，从 2021 年第四季度到 2025 年底，现金消耗约为 200 亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/is-rivian-stock-a-buy-ahead-of-its-q3-earnings\">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":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/is-rivian-stock-a-buy-ahead-of-its-q3-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143987480","content_text":"On December 16, Rivian RIVN will announce its first earnings since going public. Here is what investors should look for heading into this EV maker’s third-quarter earnings.\nElectric vehicle giant Rivian will report its earnings on December 16 for the first time since its massively hyped IPO in early November.\nRivian's phenomenal debut rally has led the EV maker to achieve a larger market capitalization than traditional American automaker giants such as General Motors and Ford, even though the company hasn't reported any revenue yet.\nFigure 1: Rivian's R1T pickup truck on RIVN stock IPO.\nFrom a fundamentals perspective, Rivian has a big challenge ahead in proving that it deserves to be valued as a $100 billion company. But do fundamentals matter much in today’s highly speculative market?\nWhat to expect for Q3 earnings\nRivian and other big EV names, even though they’re in the automotive industry, are listed as technology stocks. These companies see themselves as technological game-changers – members of a new transportation paradigm that’s free from fossil fuels.\nA growth-centric viewpoint goes partway to explaining why companies like Tesla and Rivian, even though they make far fewer vehicles per year than traditional automotive names like Ford and General Motors, have larger market capitalizations. The market is pricing in disruptive technologies that could, potentially, turn the entire automotive industry on its head.\nBut from a purely fundamentals-based perspective, a $100 billion market cap is almost impossible to justify right now, and it may not even be justified several years down the road.\nRivian has generated zero revenue so far and its actual production capacity is 150,000 units annually. If we assume production reaches peak capacity, Rivian's equity would currently be valued at about $675,000 per electric vehicle produced.\nFord, by comparison, is valued at $20,470 per vehicle produced, considering its 2020 production output. The company also generated $127 billion in revenue during 2020.\nSince Rivian’s vehicles aren’t rolling into dealerships yet, sentiment on earnings day will be primarily (if not purely) speculative. Possible catalysts for movement including rising new orders, the launching of new technologies, or the announcement of another major partnership.\nTherefore, even without sales yet, there are plenty of reasons Rivian’s stock could rally to record gains.\nPuts or calls? Or maybe both?\nTraders willing to join in on Rivian’s “earnings play” may find options to be the best move. Given the high speculation surrounding Rivian, it’s likely that this EV makers’ stock will either jump or plummet post-earnings. A long straddle strategy could see solid gains if this indeed turns out to be the case.\nA long straddle strategy involves buying both a call and a put option for the same underlying stock and for the same expiry date. Long straddles will come out ahead as long as there’s a significant move in the price of the underlying stock – the direction of the move doesn’t matter. Such strategies are often used in the context of high-volatility earnings bets.\nOf course, a long straddle doesn’t guarantee outrageous profits. Rivian’s post-earnings share price could move far less than anticipated, meaning that the calls and puts could all expire worthless. Also, heavy options buying in anticipation of RIVN’s Q3 earnings could drive up the price of both puts and calls, eating away at potential profit from the trade.\nShould investors buy Rivian ahead of earnings?\nAccording to Wall Street experts, Rivian stock is a “moderate buy” ahead of earnings — the consensus suggests that, despite its sky-high market cap, Rivian stock is still undervalued. The current average price target for the company is $135, which implies a 16% upside.\nThe most bullish rating comes from Bank of America Securities analyst John Murphy, who sees 46% upside ahead for the stock,forecasting a $170 price target. Murphy sees Rivian standing out among other electric vehicle manufacturers with its “extremely comprehensive and well-constructed business strategy, in addition to solid/innovative technology and interesting/attractive product, validated by a key anchor customer (Amazon.com),”.\nBaird’s George Gianarikas thinks Rivian is the only EV maker that can truly compete with Tesla. The analyst sees Rivian’s promising approach to the EV market, its robust balance sheet, and its partnership with Amazon as being catalysts for its share price reaching $150 in the next twelve months.\nBut not everyone on the Street is bullish on RIVN. Goldman Sach sanalyst Mark Delainey is skeptical, with a neutral rating on Rivian and a $94 price target, implying a nearly 19% downside. Even though he finds Rivian’s product set attractive and sees the company’s brand presence as growing, Delainey believes that historical automotive industry data show how hard it is for newcomers to scale – even if those newcomers are EV manufacturers. The analyst also projects about $20 billion of cash burn from Q4 of 2021 through the end of 2025.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608992825,"gmtCreate":1638590945173,"gmtModify":1638590945173,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"title":"","htmlText":"So how is he selling? He has gone nett long!","listText":"So how is he selling? He has gone nett long!","text":"So how is he selling? He has gone nett long!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608992825","repostId":"1158981658","repostType":4,"isVote":1,"tweetType":1,"viewCount":3906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603255851,"gmtCreate":1638417223025,"gmtModify":1638417223180,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"title":"","htmlText":"Sea of red!","listText":"Sea of red!","text":"Sea of red!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603255851","repostId":"1146822794","repostType":4,"repost":{"id":"1146822794","kind":"news","pubTimestamp":1638412273,"share":"https://www.laohunote.com/m/news/1146822794?lang=zh_CN&edition=full","pubTime":"2021-12-02 10:31","market":"us","language":"en","title":"Cruise Stocks Alert: Why CCL, RCL, NCLH Stocks Are Getting Wrecked Today<blockquote>邮轮股票警报：为什么 CCL、RCL、NCLH 股票今天遭受重创</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146822794","media":"InvestorPlace","summary":"Cruise stocks are taking a bit hit today. Indeed, shares of Carnival(NYSE:CCL),Royal Caribbean Cruis","content":"<p><div> Cruise stocks are taking a bit hit today. Indeed, shares of Carnival(NYSE:CCL),Royal Caribbean Cruises(NYSE:RCL) and Norwegian Cruise Line(NYSE:NCLH) are all slumping by at least 15% over the past ...</p><p><blockquote><div>邮轮股今天受到了一些打击。事实上，嘉年华（纽约证券交易所股票代码：CCL）、皇家加勒比邮轮（纽约证券交易所股票代码：RCL）和挪威邮轮（纽约证券交易所股票代码：NCLH）的股价在过去都下跌了至少15%……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/cruise-stocks-alert-why-ccl-rcl-nclh-stocks-are-getting-wrecked-today/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/cruise-stocks-alert-why-ccl-rcl-nclh-stocks-are-getting-wrecked-today/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cruise Stocks Alert: Why CCL, RCL, NCLH Stocks Are Getting Wrecked Today<blockquote>邮轮股票警报：为什么 CCL、RCL、NCLH 股票今天遭受重创</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\">\nCruise Stocks Alert: Why CCL, RCL, NCLH Stocks Are Getting Wrecked Today<blockquote>邮轮股票警报：为什么 CCL、RCL、NCLH 股票今天遭受重创</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-02 10:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Cruise stocks are taking a bit hit today. Indeed, shares of Carnival(NYSE:CCL),Royal Caribbean Cruises(NYSE:RCL) and Norwegian Cruise Line(NYSE:NCLH) are all slumping by at least 15% over the past ...</p><p><blockquote><div>邮轮股今天受到了一些打击。事实上，嘉年华（纽约证券交易所股票代码：CCL）、皇家加勒比邮轮（纽约证券交易所股票代码：RCL）和挪威邮轮（纽约证券交易所股票代码：NCLH）的股价在过去都下跌了至少15%……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/cruise-stocks-alert-why-ccl-rcl-nclh-stocks-are-getting-wrecked-today/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/cruise-stocks-alert-why-ccl-rcl-nclh-stocks-are-getting-wrecked-today/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/cruise-stocks-alert-why-ccl-rcl-nclh-stocks-are-getting-wrecked-today/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NCLH":"挪威邮轮","RCL":"皇家加勒比邮轮","CCL":"嘉年华邮轮"},"source_url":"https://investorplace.com/2021/12/cruise-stocks-alert-why-ccl-rcl-nclh-stocks-are-getting-wrecked-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146822794","content_text":"Cruise stocks are taking a bit hit today. Indeed, shares of Carnival(NYSE:CCL),Royal Caribbean Cruises(NYSE:RCL) and Norwegian Cruise Line(NYSE:NCLH) are all slumping by at least 15% over the past week. News of the omicron variant is hammering down travel and vacation names as investors re-evaluate their current holdings. Additionally, the first case of the omicron variant in the U.S. was confirmed today in California.\nYesterday, Stéphane Bancel, the CEO of Moderna(NYSE:MRNA), spooked investors when he noted that current vaccines may be less effective against the omicron variant.\nOn the other hand,BioNTech(NASDAQ:BNTX) co-founder Ugur Sahin relayed a more calming message: “Don’t freak out, the plan remains the same: Speed up the administration of a third booster shot.”\nIndeed, top epidemiologists still say that it is too early to truly understand the severity of the omicron variant. Additional data should be presented in the coming weeks from world governments and vaccine-makers. However, investors should expect more volatility in cruise stocks until the severity of the omicron variant can be accurately determined.\nCruise Stocks: Can They Set Sail From Here?\nInvestors in these three cruise liners should monitor the omicron variant situation carefully, as well as any travel and grounding restrictions that arise. It’s inevitable that some current passengers may cancel their cruise trips after hearing about the new variant.\nOn the bright side, both Moderna and Pfizer(NYSE:PFE) stated that if necessary, a new vaccine for the omicron variant could be available by the first quarter of 2022.\nAdditionally, Royal Caribbean and Norwegian Cruise Line already require all passengers who are 12 years and older to be fully vaccinated before boarding. Carnival is operating a bit differently and designating certain cruises as “vaccinated cruises,” where all passengers must be vaccinated. However, vaccinated cruises make up a majority of Carnival’s current cruise options.\nIn terms of earnings, all three cruise companies will likely be unprofitable this year. This is largely due to the pandemic and lockdowns. However, they are all forecasting profitability for 2022.\nAdditionally, Cruise Industry News reported today that 239 cruise ships from 68 global brands are planning to set sail during December. This figure represents an additional nine cruise ships when compared to November and an additional 33 when compared to October. Of the 239 ships setting sail this month, Royal Caribbean accounts for the majority, with 20 ships. Carnival clocks in at second place with 17 ships, and Norwegian Cruise Line falls in fourth with 11 ships.\nThis is great news for the cruise industry as people return to relaxing on the seas. Investors in cruise stocks will want to see an uptick of ships setting sail in January. However, we will have to wait and see if that happens given the uncertainty surrounding the latest pandemic developments.","news_type":1,"symbols_score_info":{"RCL":0.9,"NCLH":0.9,"CCL":0.9}},"isVote":1,"tweetType":1,"viewCount":2694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603252874,"gmtCreate":1638417123356,"gmtModify":1638417123480,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"title":"","htmlText":"What a u turn by Powell.. just to convince the senate for his reappointment?!?","listText":"What a u turn by Powell.. just to convince the senate for his reappointment?!?","text":"What a u turn by Powell.. just to convince the senate for his reappointment?!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603252874","repostId":"1196358645","repostType":4,"isVote":1,"tweetType":1,"viewCount":4825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874787340,"gmtCreate":1637824853984,"gmtModify":1637824853984,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"title":"","htmlText":"Whoa","listText":"Whoa","text":"Whoa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874787340","repostId":"1117265518","repostType":4,"isVote":1,"tweetType":1,"viewCount":4447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875688162,"gmtCreate":1637642937347,"gmtModify":1637642937347,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"title":"","htmlText":"I hope the analysts are right","listText":"I hope the analysts are right","text":"I hope the analysts are right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875688162","repostId":"1192020197","repostType":2,"repost":{"id":"1192020197","kind":"news","pubTimestamp":1637559822,"share":"https://www.laohunote.com/m/news/1192020197?lang=zh_CN&edition=full","pubTime":"2021-11-22 13:43","market":"us","language":"en","title":"BABA Stock: Despite Earnings Miss, Experts See 54% Upside<blockquote>阿里巴巴股票：尽管盈利未达预期，但专家认为上涨空间仍为 54%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192020197","media":"TheStreet","summary":"Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted p","content":"<p>Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted poorly, sinking 11%. However, Wall Street experts still believe that BABA is undervalued.</p><p><blockquote>中国电子商务巨头阿里巴巴-SW 11月18日公布了令人失望的财报。该股反应不佳，下跌11%。不过，华尔街专家仍认为阿里巴巴被低估。</blockquote></p><p> Alibabadisappointed on earnings day. On November 18, the Chinese e-commerce behemoth reported a revenue and EPS miss. The stock has been hurting badly throughout 2021 and is nearly 40% lower year-to-date.</p><p><blockquote>阿里巴巴在财报日感到失望。11 月 18 日，这家中国电子商务巨头报告收入和每股收益均未达预期。该股在 2021 年全年遭受重创，今年迄今已下跌近 40%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c36e7c677aeece40f848878d4ce5194e\" tg-width=\"685\" tg-height=\"488\" referrerpolicy=\"no-referrer\"><span>Figure 1: Alibaba stock chart price year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 1：年初至今阿里巴巴-SW股票图表价格。</span></p></blockquote></p><p> However, Wall Street still sees BABA as a strong buy. After the release of the earnings report, at least three experts have weighed on Alibaba stock. Wall Street Memes takes a closer look at what experts have been saying after Alibaba earnings.</p><p><blockquote>然而，华尔街仍然将阿里巴巴视为强力买入。财报发布后，至少有三位专家对阿里巴巴-SW股票进行了权衡。华尔街模因仔细看看阿里巴巴-SW财报后专家们的言论。</blockquote></p><p> <b>September quarter’s big miss</b></p><p><blockquote><b>九月季度的大失误</b></blockquote></p><p> Alibaba reported September quarter earnings below Wall Street estimates. Earnings per share missed by $0.19 and revenue missed by $638.6 million. Not only did the company disappoint on fiscal Q2 results, but it also delivered soft guidance as well.</p><p><blockquote>阿里巴巴-SW公布的 9 月份季度收益低于华尔街预期。每股收益减少 0.19 美元，收入减少 6.386 亿美元。该公司不仅对第二财季业绩感到失望，而且还提供了软指引。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c0700584bcc1964a4ab6d213b455924\" tg-width=\"912\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Figure 2: BABA EPS surprise & estimates by quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：阿里巴巴每股收益惊喜及季度预测。</span></p></blockquote></p><p> Weaker-than-expected performance can be blamed on China’s economic slowdown during calendar Q3, in addition to issues like regulations around antitrust and data security. However, Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group,said that the longer-term growth goals remain on track.:</p><p><blockquote>业绩弱于预期可归咎于中国第三季度经济放缓，此外还有反垄断和数据安全法规等问题。不过，阿里巴巴-SW集团董事长兼首席执行官张勇表示，长期增长目标仍在轨道上：</blockquote></p><p> “ <i>This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future.”</i> Alibaba’s gloomy view of macroeconomic conditions and the competitive landscape dictated its fiscal year 2022 revenue guidance of $145 billion (RMB930 billion). Alibaba now expects the top line to grow 20% to 23% year-over-year, quite a bit lower than pre-earnings consensus of 28.5%.</p><p><blockquote>“<i>本季度，阿里巴巴-SW继续坚定投资国内消费、全球化和云计算三大战略支柱，为我们未来可持续增长的长远目标奠定坚实基础。”</i>阿里巴巴-SW对宏观经济状况和竞争格局的悲观看法决定了其2022财年的收入指导为1450亿美元（9300亿元人民币）。阿里巴巴-SW目前预计营收同比增长 20% 至 23%，远低于财报前预期的 28.5%。</blockquote></p><p> <b>Experts are still bullish</b></p><p><blockquote><b>专家仍然看好</b></blockquote></p><p> Before the September quarter earnings season, sell-side consensus on BABA looked extremely bullish. Based on 22 analyst rating, the stock was considered a strong buy, with only one neutral and one sell recommendation.</p><p><blockquote>在 9 月份季度财报季之前，卖方对阿里巴巴的共识看起来极其乐观。根据 22 位分析师的评级，该股被认为是强力买入，只有一项中性建议和一项卖出建议。</blockquote></p><p> After the earnings report, at least three analysts have weighed on BABA stock. Despite all three having lowered their price targets, BABA still has an average projected price of $221.33 among these analysts, which represents 54% upside potential.</p><p><blockquote>财报发布后，至少有三位分析师对阿里巴巴股票进行了权衡。尽管这三家公司都下调了目标价，但这些分析师对阿里巴巴的平均预计价格仍为 221.33 美元，代表了 54% 的上涨潜力。</blockquote></p><p> CLSA analyst Elinor Leung maintained a buy recommendation on BABA and lowered the company’s price target to $250 from $273, for a still compelling 74% upside potential. The analyst sees September quarter results as disappointing, but also believes that the company’s strategic investments continue to improve.</p><p><blockquote>里昂证券分析师 Elinor Leung 维持对阿里巴巴的买入建议，并将该公司的目标价从 273 美元下调至 250 美元，其 74% 的上涨潜力仍然令人信服。这位分析师认为 9 月份的季度业绩令人失望，但也认为公司的战略投资将继续改善。</blockquote></p><p> Citigroup analyst Alicia Yap also lowered the research firm's price target on Alibaba to $234 from $240 for 63% gain potential, but kept a buy recommendation. Mrs. Yap was not surprised to see Alibaba’s miss, especially following a substantial slowdown in NBS retail data for the past two months.</p><p><blockquote>花旗集团分析师 Alicia Yap 还将该研究公司对阿里巴巴-SW的目标价从 240 美元下调至 234 美元，上涨潜力为 63%，但维持买入评级。叶女士对阿里巴巴-SW的失误并不感到惊讶，尤其是在过去两个月国家统计局零售数据大幅放缓之后。</blockquote></p><p> Lastly, Morgan Stanley analyst Gary Yu maintained his buy recommendation on BABA and set the upside opportunity at 25%. Alibaba’s fiscal 2022 revenue growth guidance cut to 20-23% led the analyst to revisit his model and de-risk the price target. The analyst also said:</p><p><blockquote>最后，摩根士丹利分析师 Gary Yu 维持对阿里巴巴的买入评级，并将上涨机会设定为 25%。阿里巴巴-SW将 2022 财年的收入增长指引下调至 20-23%，这促使这位分析师重新审视了他的模型，并降低了目标价的风险。该分析师还表示：</blockquote></p><p> <i>\"We estimate that slightly less than half of the incremental change of RMB50-70 billion comes from lower customer management revenue (CMR) and some from China Retail Others, given lackluster consumption and competition. 3QF22 industry GMV is tracking only at single-digit growth. NBS online retail sales of goods grew 10.3% yoy in October while Tmall Double 11 GMV grew 8.5% yoy. With merchant support, therefore, we expect CMR to grow 4-5% yoy in 2HF22.”</i> </p><p><blockquote><i>“我们估计，鉴于消费低迷和竞争激烈，500-700亿元人民币的增量变化中，略低于一半来自客户管理收入（CMR）下降，部分来自中国零售其他收入。2022年第三季度行业GMV仅保持个位数增长。10月份，NBS网上商品零售额同比增长10.3%，而天猫双11 GMV同比增长8.5%。因此，在商家的支持下，我们预计 CMR 在 2022 年下半年同比增长 4-5%。”</i></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>BABA Stock: Despite Earnings Miss, Experts See 54% Upside<blockquote>阿里巴巴股票：尽管盈利未达预期，但专家认为上涨空间仍为 54%</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\">\nBABA Stock: Despite Earnings Miss, Experts See 54% Upside<blockquote>阿里巴巴股票：尽管盈利未达预期，但专家认为上涨空间仍为 54%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-22 13:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted poorly, sinking 11%. However, Wall Street experts still believe that BABA is undervalued.</p><p><blockquote>中国电子商务巨头阿里巴巴-SW 11月18日公布了令人失望的财报。该股反应不佳，下跌11%。不过，华尔街专家仍认为阿里巴巴被低估。</blockquote></p><p> Alibabadisappointed on earnings day. On November 18, the Chinese e-commerce behemoth reported a revenue and EPS miss. The stock has been hurting badly throughout 2021 and is nearly 40% lower year-to-date.</p><p><blockquote>阿里巴巴在财报日感到失望。11 月 18 日，这家中国电子商务巨头报告收入和每股收益均未达预期。该股在 2021 年全年遭受重创，今年迄今已下跌近 40%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c36e7c677aeece40f848878d4ce5194e\" tg-width=\"685\" tg-height=\"488\" referrerpolicy=\"no-referrer\"><span>Figure 1: Alibaba stock chart price year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 1：年初至今阿里巴巴-SW股票图表价格。</span></p></blockquote></p><p> However, Wall Street still sees BABA as a strong buy. After the release of the earnings report, at least three experts have weighed on Alibaba stock. Wall Street Memes takes a closer look at what experts have been saying after Alibaba earnings.</p><p><blockquote>然而，华尔街仍然将阿里巴巴视为强力买入。财报发布后，至少有三位专家对阿里巴巴-SW股票进行了权衡。华尔街模因仔细看看阿里巴巴-SW财报后专家们的言论。</blockquote></p><p> <b>September quarter’s big miss</b></p><p><blockquote><b>九月季度的大失误</b></blockquote></p><p> Alibaba reported September quarter earnings below Wall Street estimates. Earnings per share missed by $0.19 and revenue missed by $638.6 million. Not only did the company disappoint on fiscal Q2 results, but it also delivered soft guidance as well.</p><p><blockquote>阿里巴巴-SW公布的 9 月份季度收益低于华尔街预期。每股收益减少 0.19 美元，收入减少 6.386 亿美元。该公司不仅对第二财季业绩感到失望，而且还提供了软指引。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c0700584bcc1964a4ab6d213b455924\" tg-width=\"912\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Figure 2: BABA EPS surprise & estimates by quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：阿里巴巴每股收益惊喜及季度预测。</span></p></blockquote></p><p> Weaker-than-expected performance can be blamed on China’s economic slowdown during calendar Q3, in addition to issues like regulations around antitrust and data security. However, Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group,said that the longer-term growth goals remain on track.:</p><p><blockquote>业绩弱于预期可归咎于中国第三季度经济放缓，此外还有反垄断和数据安全法规等问题。不过，阿里巴巴-SW集团董事长兼首席执行官张勇表示，长期增长目标仍在轨道上：</blockquote></p><p> “ <i>This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future.”</i> Alibaba’s gloomy view of macroeconomic conditions and the competitive landscape dictated its fiscal year 2022 revenue guidance of $145 billion (RMB930 billion). Alibaba now expects the top line to grow 20% to 23% year-over-year, quite a bit lower than pre-earnings consensus of 28.5%.</p><p><blockquote>“<i>本季度，阿里巴巴-SW继续坚定投资国内消费、全球化和云计算三大战略支柱，为我们未来可持续增长的长远目标奠定坚实基础。”</i>阿里巴巴-SW对宏观经济状况和竞争格局的悲观看法决定了其2022财年的收入指导为1450亿美元（9300亿元人民币）。阿里巴巴-SW目前预计营收同比增长 20% 至 23%，远低于财报前预期的 28.5%。</blockquote></p><p> <b>Experts are still bullish</b></p><p><blockquote><b>专家仍然看好</b></blockquote></p><p> Before the September quarter earnings season, sell-side consensus on BABA looked extremely bullish. Based on 22 analyst rating, the stock was considered a strong buy, with only one neutral and one sell recommendation.</p><p><blockquote>在 9 月份季度财报季之前，卖方对阿里巴巴的共识看起来极其乐观。根据 22 位分析师的评级，该股被认为是强力买入，只有一项中性建议和一项卖出建议。</blockquote></p><p> After the earnings report, at least three analysts have weighed on BABA stock. Despite all three having lowered their price targets, BABA still has an average projected price of $221.33 among these analysts, which represents 54% upside potential.</p><p><blockquote>财报发布后，至少有三位分析师对阿里巴巴股票进行了权衡。尽管这三家公司都下调了目标价，但这些分析师对阿里巴巴的平均预计价格仍为 221.33 美元，代表了 54% 的上涨潜力。</blockquote></p><p> CLSA analyst Elinor Leung maintained a buy recommendation on BABA and lowered the company’s price target to $250 from $273, for a still compelling 74% upside potential. The analyst sees September quarter results as disappointing, but also believes that the company’s strategic investments continue to improve.</p><p><blockquote>里昂证券分析师 Elinor Leung 维持对阿里巴巴的买入建议，并将该公司的目标价从 273 美元下调至 250 美元，其 74% 的上涨潜力仍然令人信服。这位分析师认为 9 月份的季度业绩令人失望，但也认为公司的战略投资将继续改善。</blockquote></p><p> Citigroup analyst Alicia Yap also lowered the research firm's price target on Alibaba to $234 from $240 for 63% gain potential, but kept a buy recommendation. Mrs. Yap was not surprised to see Alibaba’s miss, especially following a substantial slowdown in NBS retail data for the past two months.</p><p><blockquote>花旗集团分析师 Alicia Yap 还将该研究公司对阿里巴巴-SW的目标价从 240 美元下调至 234 美元，上涨潜力为 63%，但维持买入评级。叶女士对阿里巴巴-SW的失误并不感到惊讶，尤其是在过去两个月国家统计局零售数据大幅放缓之后。</blockquote></p><p> Lastly, Morgan Stanley analyst Gary Yu maintained his buy recommendation on BABA and set the upside opportunity at 25%. Alibaba’s fiscal 2022 revenue growth guidance cut to 20-23% led the analyst to revisit his model and de-risk the price target. The analyst also said:</p><p><blockquote>最后，摩根士丹利分析师 Gary Yu 维持对阿里巴巴的买入评级，并将上涨机会设定为 25%。阿里巴巴-SW将 2022 财年的收入增长指引下调至 20-23%，这促使这位分析师重新审视了他的模型，并降低了目标价的风险。该分析师还表示：</blockquote></p><p> <i>\"We estimate that slightly less than half of the incremental change of RMB50-70 billion comes from lower customer management revenue (CMR) and some from China Retail Others, given lackluster consumption and competition. 3QF22 industry GMV is tracking only at single-digit growth. NBS online retail sales of goods grew 10.3% yoy in October while Tmall Double 11 GMV grew 8.5% yoy. With merchant support, therefore, we expect CMR to grow 4-5% yoy in 2HF22.”</i> </p><p><blockquote><i>“我们估计，鉴于消费低迷和竞争激烈，500-700亿元人民币的增量变化中，略低于一半来自客户管理收入（CMR）下降，部分来自中国零售其他收入。2022年第三季度行业GMV仅保持个位数增长。10月份，NBS网上商品零售额同比增长10.3%，而天猫双11 GMV同比增长8.5%。因此，在商家的支持下，我们预计 CMR 在 2022 年下半年同比增长 4-5%。”</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/baba-stock-despite-earnings-miss-experts-see-54-upside\">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":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.thestreet.com/memestocks/other-memes/baba-stock-despite-earnings-miss-experts-see-54-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192020197","content_text":"Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted poorly, sinking 11%. However, Wall Street experts still believe that BABA is undervalued.\nAlibabadisappointed on earnings day. On November 18, the Chinese e-commerce behemoth reported a revenue and EPS miss. The stock has been hurting badly throughout 2021 and is nearly 40% lower year-to-date.\nFigure 1: Alibaba stock chart price year-to-date.\nHowever, Wall Street still sees BABA as a strong buy. After the release of the earnings report, at least three experts have weighed on Alibaba stock. Wall Street Memes takes a closer look at what experts have been saying after Alibaba earnings.\nSeptember quarter’s big miss\nAlibaba reported September quarter earnings below Wall Street estimates. Earnings per share missed by $0.19 and revenue missed by $638.6 million. Not only did the company disappoint on fiscal Q2 results, but it also delivered soft guidance as well.\nFigure 2: BABA EPS surprise & estimates by quarter.\nWeaker-than-expected performance can be blamed on China’s economic slowdown during calendar Q3, in addition to issues like regulations around antitrust and data security. However, Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group,said that the longer-term growth goals remain on track.:\n\n “\n This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future.”\n\nAlibaba’s gloomy view of macroeconomic conditions and the competitive landscape dictated its fiscal year 2022 revenue guidance of $145 billion (RMB930 billion). Alibaba now expects the top line to grow 20% to 23% year-over-year, quite a bit lower than pre-earnings consensus of 28.5%.\nExperts are still bullish\nBefore the September quarter earnings season, sell-side consensus on BABA looked extremely bullish. Based on 22 analyst rating, the stock was considered a strong buy, with only one neutral and one sell recommendation.\nAfter the earnings report, at least three analysts have weighed on BABA stock. Despite all three having lowered their price targets, BABA still has an average projected price of $221.33 among these analysts, which represents 54% upside potential.\nCLSA analyst Elinor Leung maintained a buy recommendation on BABA and lowered the company’s price target to $250 from $273, for a still compelling 74% upside potential. The analyst sees September quarter results as disappointing, but also believes that the company’s strategic investments continue to improve.\nCitigroup analyst Alicia Yap also lowered the research firm's price target on Alibaba to $234 from $240 for 63% gain potential, but kept a buy recommendation. Mrs. Yap was not surprised to see Alibaba’s miss, especially following a substantial slowdown in NBS retail data for the past two months.\nLastly, Morgan Stanley analyst Gary Yu maintained his buy recommendation on BABA and set the upside opportunity at 25%. Alibaba’s fiscal 2022 revenue growth guidance cut to 20-23% led the analyst to revisit his model and de-risk the price target. The analyst also said:\n\n\"We estimate that slightly less than half of the incremental change of RMB50-70 billion comes from lower customer management revenue (CMR) and some from China Retail Others, given lackluster consumption and competition. 3QF22 industry GMV is tracking only at single-digit growth. NBS online retail sales of goods grew 10.3% yoy in October while Tmall Double 11 GMV grew 8.5% yoy. With merchant support, therefore, we expect CMR to grow 4-5% yoy in 2HF22.”","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":4975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872493171,"gmtCreate":1637555956454,"gmtModify":1637555956539,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"title":"","htmlText":"Sounds promising","listText":"Sounds promising","text":"Sounds promising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872493171","repostId":"1165702862","repostType":4,"isVote":1,"tweetType":1,"viewCount":3268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876830777,"gmtCreate":1637288841501,"gmtModify":1637288841501,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"title":"","htmlText":"Keep going pls....","listText":"Keep going pls....","text":"Keep going pls....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876830777","repostId":"1196788430","repostType":4,"repost":{"id":"1196788430","kind":"news","pubTimestamp":1637281188,"share":"https://www.laohunote.com/m/news/1196788430?lang=zh_CN&edition=full","pubTime":"2021-11-19 08:19","market":"hk","language":"en","title":"Why Rivian Stock Plunged Today<blockquote>为什么Rivian股价今天暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196788430","media":"Motley Fool","summary":"Shares of Rivian Automotive fell 15% on Thursday, furthering a downward slide in the electric vehic","content":"<p>Shares of <a href=\"https://laohu8.com/S/RIVN\"><b>Rivian Automotive</b> </a> fell 15% on Thursday, furthering a downward slide in the electric vehicle maker's share price that began earlier this week.</p><p><blockquote>股份<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian汽车</b> </a>周四下跌 15%，进一步加剧了这家电动汽车制造商股价本周早些时候开始的下滑。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7e1722334a3a19660f0c9216a8d7b8eb\" tg-width=\"897\" tg-height=\"632\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Rivian certainly made a splash in its public market debut on Nov. 10. Investors quickly bid up the EV upstart's shares to a total market value of over $150 billion, placing its market capitalization nearly as high as industry giants <a href=\"https://laohu8.com/S/F\"><b>Ford</b></a> and <b>General Motors</b><i>combined</i>.</p><p><blockquote>Rivian在 11 月 10 日的公开市场首次亮相无疑引起了轰动。投资者很快将这家电动汽车新贵的股票推高至总市值超过 1500 亿美元，使其市值几乎与行业巨头一样高<a href=\"https://laohu8.com/S/F\"><b>福特</b></a>和<b>通用汽车</b><i>联合的</i>.</blockquote></p><p> But after skyrocketing as much as 130% from its $78 initial public offering (IPO) price, Rivian's stock has shed more than 30% of its value in recent days.</p><p><blockquote>但在从 78 美元的首次公开募股 (IPO) 价格上涨 130% 后，Rivian 的股价最近几天下跌了 30% 以上。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> Rivian has a lot going for it. Major investors include Ford and <a href=\"https://laohu8.com/S/AMZN\"><b>Amazon.com</b></a>, which own roughly 12% and 20% of Rivian's shares, respectively. Even after today's decline, those equity stakes are valued at approximately $13 billion and $22 billion. That gives Ford and Amazon a lot of incentive to do what they can to bolster Rivian's growth.</p><p><blockquote>Rivian有很多优势。主要投资者包括福特和<a href=\"https://laohu8.com/S/AMZN\"><b>亚马逊</b></a>分别拥有 Rivian 约 12% 和 20% 的股份。即使在今天下跌之后，这些股权的价值仍约为 130 亿美元和 220 亿美元。这给了福特和亚马逊很大的动力来尽一切努力支持 Rivian 的增长。</blockquote></p><p> For its part, Amazon has placed an order with Rivian for a whopping 100,000 vehicles. The electric delivery vans will be a major part of the e-commerce behemoth's efforts to battle climate change.</p><p><blockquote>就亚马逊而言，它已经向Rivian下了多达10万辆汽车的订单。电动送货车将成为这家电子商务巨头应对气候变化努力的重要组成部分。</blockquote></p><p> Still, even with the backing of Ford and Amazon, Rivian's success cannot be assured. It's likely to face intense competition from rival EV makers <b>Tesla</b> and <b>Lucid</b>, as well as a host of other challengers. Rivian's shares, therefore, are likely to remain volatile as investors assess its competitive prospects.</p><p><blockquote>尽管如此，即使有福特和亚马逊的支持，Rivian 的成功也无法保证。它可能会面临来自竞争对手电动汽车制造商的激烈竞争<b>特斯拉</b>和<b>清醒的</b>以及许多其他挑战者。因此，随着投资者评估 Rivian 的竞争前景，其股价可能会保持波动。</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 Rivian Stock Plunged Today<blockquote>为什么Rivian股价今天暴跌</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 Rivian Stock Plunged Today<blockquote>为什么Rivian股价今天暴跌</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\">2021-11-19 08:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of <a href=\"https://laohu8.com/S/RIVN\"><b>Rivian Automotive</b> </a> fell 15% on Thursday, furthering a downward slide in the electric vehicle maker's share price that began earlier this week.</p><p><blockquote>股份<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian汽车</b> </a>周四下跌 15%，进一步加剧了这家电动汽车制造商股价本周早些时候开始的下滑。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7e1722334a3a19660f0c9216a8d7b8eb\" tg-width=\"897\" tg-height=\"632\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Rivian certainly made a splash in its public market debut on Nov. 10. Investors quickly bid up the EV upstart's shares to a total market value of over $150 billion, placing its market capitalization nearly as high as industry giants <a href=\"https://laohu8.com/S/F\"><b>Ford</b></a> and <b>General Motors</b><i>combined</i>.</p><p><blockquote>Rivian在 11 月 10 日的公开市场首次亮相无疑引起了轰动。投资者很快将这家电动汽车新贵的股票推高至总市值超过 1500 亿美元，使其市值几乎与行业巨头一样高<a href=\"https://laohu8.com/S/F\"><b>福特</b></a>和<b>通用汽车</b><i>联合的</i>.</blockquote></p><p> But after skyrocketing as much as 130% from its $78 initial public offering (IPO) price, Rivian's stock has shed more than 30% of its value in recent days.</p><p><blockquote>但在从 78 美元的首次公开募股 (IPO) 价格上涨 130% 后，Rivian 的股价最近几天下跌了 30% 以上。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> Rivian has a lot going for it. Major investors include Ford and <a href=\"https://laohu8.com/S/AMZN\"><b>Amazon.com</b></a>, which own roughly 12% and 20% of Rivian's shares, respectively. Even after today's decline, those equity stakes are valued at approximately $13 billion and $22 billion. That gives Ford and Amazon a lot of incentive to do what they can to bolster Rivian's growth.</p><p><blockquote>Rivian有很多优势。主要投资者包括福特和<a href=\"https://laohu8.com/S/AMZN\"><b>亚马逊</b></a>分别拥有 Rivian 约 12% 和 20% 的股份。即使在今天下跌之后，这些股权的价值仍约为 130 亿美元和 220 亿美元。这给了福特和亚马逊很大的动力来尽一切努力支持 Rivian 的增长。</blockquote></p><p> For its part, Amazon has placed an order with Rivian for a whopping 100,000 vehicles. The electric delivery vans will be a major part of the e-commerce behemoth's efforts to battle climate change.</p><p><blockquote>就亚马逊而言，它已经向Rivian下了多达10万辆汽车的订单。电动送货车将成为这家电子商务巨头应对气候变化努力的重要组成部分。</blockquote></p><p> Still, even with the backing of Ford and Amazon, Rivian's success cannot be assured. It's likely to face intense competition from rival EV makers <b>Tesla</b> and <b>Lucid</b>, as well as a host of other challengers. Rivian's shares, therefore, are likely to remain volatile as investors assess its competitive prospects.</p><p><blockquote>尽管如此，即使有福特和亚马逊的支持，Rivian 的成功也无法保证。它可能会面临来自竞争对手电动汽车制造商的激烈竞争<b>特斯拉</b>和<b>清醒的</b>以及许多其他挑战者。因此，随着投资者评估 Rivian 的竞争前景，其股价可能会保持波动。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/18/why-rivian-stock-plunged-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":{"TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/11/18/why-rivian-stock-plunged-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196788430","content_text":"Shares of Rivian Automotive fell 15% on Thursday, furthering a downward slide in the electric vehicle maker's share price that began earlier this week.\n\nSo what\nRivian certainly made a splash in its public market debut on Nov. 10. Investors quickly bid up the EV upstart's shares to a total market value of over $150 billion, placing its market capitalization nearly as high as industry giants Ford and General Motorscombined.\nBut after skyrocketing as much as 130% from its $78 initial public offering (IPO) price, Rivian's stock has shed more than 30% of its value in recent days.\nNow what\nRivian has a lot going for it. Major investors include Ford and Amazon.com, which own roughly 12% and 20% of Rivian's shares, respectively. Even after today's decline, those equity stakes are valued at approximately $13 billion and $22 billion. That gives Ford and Amazon a lot of incentive to do what they can to bolster Rivian's growth.\nFor its part, Amazon has placed an order with Rivian for a whopping 100,000 vehicles. The electric delivery vans will be a major part of the e-commerce behemoth's efforts to battle climate change.\nStill, even with the backing of Ford and Amazon, Rivian's success cannot be assured. It's likely to face intense competition from rival EV makers Tesla and Lucid, as well as a host of other challengers. Rivian's shares, therefore, are likely to remain volatile as investors assess its competitive prospects.","news_type":1,"symbols_score_info":{"LCID":0.9,"RIVN":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}