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Tinycub22

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- Tinycub22Tinycub22
  ·2021-12-25
  Great
  Catalyst watch for next week: Baidu, Virgin Orbit and Nikola in the spotlight<blockquote>下周催化剂观察：百度、维珍轨道和尼古拉成为焦点</blockquote>
  Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events tha
  Catalyst watch for next week: Baidu, Virgin Orbit and Nikola in the spotlight<blockquote>下周催化剂观察：百度、维珍轨道和尼古拉成为焦点</blockquote>
  2,764 评论
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- Tinycub22Tinycub22
  ·2021-12-25
  Wonder how it will looks like when interest increses.
  Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗？2022 年 10 项技术预测</blockquote>
  Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is b
  Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗？2022 年 10 项技术预测</blockquote>
  2,819 评论
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- Tinycub22Tinycub22
  ·2021-12-25
  Great to know this
  非常抱歉，此主贴已删除
  2,914 评论
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- Tinycub22Tinycub22
  ·2021-12-25
  Interesting
  非常抱歉，此主贴已删除
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- Tinycub22Tinycub22
  ·2021-12-25
  Msft keep going....
  非常抱歉，此主贴已删除
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- Tinycub22Tinycub22
  ·2021-12-22
  Great. Hope the share price goes up?
  非常抱歉，此主贴已删除
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- Tinycub22Tinycub22
  ·2021-12-06
  Love tiger apps,user friendly and more features.looking forward to my investment journey
  3,161 5
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08:51","market":"us","language":"en","title":"Catalyst watch for next week: Baidu, Virgin Orbit and Nikola in the spotlight<blockquote>下周催化剂观察：百度、维珍轨道和尼古拉成为焦点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160601915","media":"Seeking Alpha","summary":"Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events tha","content":"<p>Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning'sregularStocks to Watch article&nbsp;for a full list of events planned for the week or the&nbsp;Seeking Alpha earnings calendar&nbsp;for companies due to report.</p><p><blockquote>欢迎来到 Seeking Alpha 的 Catalyst Watch - 下周一些突出的可操作事件的细分。查看周六上午的常规股票观看文章，了解本周计划的活动的完整列表或即将报告的公司的 Seeking Alpha 收益日历。</blockquote></p><p> <b>Monday - December 27</b></p><p><blockquote><b>12月27日星期一</b></blockquote></p><p> <ul>  <li><b>Volatility watch -</b>Options trading spiked higher again this week on KemPharm(NASDAQ:KMPH), Johnson Controls International(NYSE:JCI)and Adagio Therapeutics(NASDAQ:AVCT). Stocks generating strong interest on Reddit's WallStreetBets include AMD(NASDAQ:AMD), AMC Entertainment(NYSE:AMC)and Allakos(NASDAQ:ALLK). Biofrontera(NASDAQ:BFRI)is buzzing on Stocktwits. Short interest positions are elevated heading into next week on Cortexyme(NASDAQ:CRTX), Tattoed Chef(NASDAQ:TTCF)and Corsair Gaming(NASDAQ:CRSR). Keep an eye on Nikola(NASDAQ:NKLA)for further short squeeze potential.</li>  <li><b>All day</b>-Baidu(NASDAQ:BIDU)hosts its annual flagship developers' conference called Baidu Create. The event will also be China's first metaverse conference as it takes place on the XiRang platform. The virtual reality platform enables up to 100,000 online attendees to interact with 100 speakers from around the world at the three-dimensional conference. Baidu plans to release its technological advances and applications in a number of cutting-edge areas such as artificial intelligence, autonomous driving, intelligent transportation, quantum computing, and biocomputing at the conference. Shares of BIDU trade near the low end of their 52-week range.</li>  <li><b>All day -</b>Immersion(NASDAQ:IMMR)holds a special shareholder meeting to vote on an equity incentive plan and adjournment of the special meeting to a later date.</li>  <li><b>All day -</b>Pre-IPO shareholders with DiDi Global(NYSE:DIDI)will be allowed to sell their shares after a lock-up period expires.</li>  <li><b>All day -</b>The deadline for the redemption of Alight(NYSE:ALIT)public warrants expires. The expiration of warrants can lead to a share price increase if dilution risk is seen being removed.</li>  <li><b>All day -</b>The tender offer for Southwest Gas(NYSE:SWX)from Carl Icahn at $75 per share expires. The company has urged investors to reject Icahn's takeover attempt, saying his tender offer undervalues the company and is highly conditional.</li> </ul> <b>Tuesday - December 28</b></p><p><blockquote><ul><li><b>波动率观察 -</b>KemPharm（纳斯达克股票代码：KMPH）、江森自控国际公司（纽约证券交易所股票代码：JCI）和 Adagio Therapeutics（纳斯达克股票代码：AVCT）的期权交易本周再次飙升。Reddit 华尔街投注引起浓厚兴趣的股票包括 AMD（纳斯达克股票代码：AMD）、AMC院线（纽约证券交易所股票代码：AMC）和 Allakos（纳斯达克股票代码：ALLK）。Biofrontera（纳斯达克股票代码：BFRI）在 Stocktwits 上引起了轰动。Cortexyme（纳斯达克股票代码：CRTX）、Tattoed Chef（纳斯达克股票代码：TTCF）和 Corsair Gaming（纳斯达克股票代码：CRSR）的空头头寸将在下周增加。密切关注 Nikola（纳斯达克股票代码：NKLA）进一步的空头挤压潜力。</li><li><b>全天</b>-百度（纳斯达克股票代码：BIDU）举办名为“百度创造”的年度旗舰开发者大会。该活动也将是中国首次在西让平台举行的元宇宙会议。虚拟现实平台使多达100,000名在线与会者能够在三维会议上与来自世界各地的100名演讲者互动。百度计划在大会上发布其在人工智能、自动驾驶、智能交通、量子计算、生物计算等多个前沿领域的技术进展和应用。BIDU 股价接近 52 周区间的低端。</li><li><b>整天-</b>Immersion（纳斯达克股票代码：IMMR）召开特别股东大会，对股权激励计划进行投票，并将特别会议休会至稍后日期。</li><li><b>整天-</b>滴滴全球（纽约证券交易所股票代码：DIDI）的IPO前股东将被允许在锁定期到期后出售其股票。</li><li><b>整天-</b>Alight（纽约证券交易所股票代码：ALIT）公开认股权证的赎回截止日期即将到期。如果稀释风险被消除，认股权证到期可能会导致股价上涨。</li><li><b>整天-</b>卡尔·伊坎 (Carl Icahn) 以每股 75 美元收购西南天然气公司 (NYSE:SWX) 的要约收购即将到期。该公司敦促投资者拒绝伊坎的收购尝试，称他的收购要约低估了公司的价值，并且附加条件很强。</li></ul><b>星期二 - 12月28日</b></blockquote></p><p> <ul>  <li><b>All day -</b>The SEMICON Taiwan Semiconductor conference runs from December 28-31 with a focus on the latest innovations that will drive the next wave of industry growth. Chip heavyweights Taiwan Semiconductor Manufacturing Company(NYSE:TSM), ASE Technology Holding Co(NYSE:ASX)and Nanya Technology(OTCPK:NNYAF)will be exhibitors, as well as new artificial intelligence, Internet of Things, 5G and machine learning startups. Onto Innovation(NYSE:ONTO)is being circled as an exhibitor to watch at the conference.</li>  <li><b>All day -</b>Cal-Maine Foods(NASDAQ:CALM)earnings report. Options trading on Cal-Maine implies a move of close to 6% after the numbers drop.</li>  <li><b>9:00 a.m.</b>The S&amp;P CoreLogic Case-Shiller home price index for October is expected to be reported at +19.4% to follow on the 19.5% increase in September. Home price growth has been gently easing since July even as demand has stayed robust amid tight supply. Some analysts think a cool Case-Shiller print could shake up sentiment on homebuilder stocks such as D.R. Horton(NYSE:DHI), KB Home(NYSE:KBH), Toll Brothers(NYSE:TOL), Lennar(NYSE:LEN), Beazer Homes(NYSE:BZH)and PulteGroup(NYSE:PHM).</li> </ul> <b>Wednesday - December 29</b></p><p><blockquote><ul><li><b>整天-</b>SEMICON台积电会议将于12月28日至31日举行，重点关注将推动下一波行业增长的最新创新。芯片重量级公司台积电公司（纽约证券交易所股票代码：TSM）、日月光科技控股公司（纽约证券交易所股票代码：ASX）和南亚科技（OTCPK：NNYAF）将参展，以及新的人工智能、物联网、5G和机器学习初创公司。Onto Innovation（纽约证券交易所股票代码：ONTO）作为参展商在会议上值得关注。</li><li><b>整天-</b>Cal-Maine Foods（纳斯达克股票代码：CALM）收益报告。加州缅因州的期权交易意味着数字下降后波动接近 6%。</li><li><b>上午9点</b>继9月份19.5%的涨幅之后，10月份S&amp;P CoreLogic Case-Shiller房价指数预计将为+19.4%。尽管在供应紧张的情况下需求保持强劲，但自 7 月份以来，房价增长一直在温和放缓。一些分析师认为，凯斯-席勒的冷静印刷可能会动摇 D.R. 等房屋建筑商股票的情绪。Horton（纽约证券交易所代码：DHI）、KB Home（纽约证券交易所代码：KBH）、Toll Brothers（纽约证券交易所代码：TOL）、Lennar（纽约证券交易所代码：LEN）、Beazer Homes（纽约证券交易所代码：BZH）和PulteGroup（纽约证券交易所代码：PHM）。</li></ul><b>星期三 - 12月29日</b></blockquote></p><p> <ul>  <li><b>All day</b>- NextGen Acquisition Corp. II(NASDAQ:NGCA)shareholders meet to vote on the SPAC deal to take Virgin Orbit public. The satellite launch company was split off from Virgin Galactic(NYSE:SPCE)in 2017. Virgin Orbit recently announced an extension of its partnership with Arqit Quantum(NASDAQ:ARQQ)on space-based encryption services to private, defense, and intelligence customers globally. Virgin Orbit is developing a space launch system based on a modified 747-400 aircraft. The company expects to trade under the ticker symbol VORB after the SPAC deal is completed.</li>  <li><b>All day -</b>Shareholders with Athena Technology(NYSE:ATHN)are scheduled to meet to approve the SPAC deal to take concentrated solar energy company Heliogen public. Heliogen’s technology uses a field of mirrors to capture sunlight for converting into heat, electricity or clean fuels. ArcelorMittal(NYSE:MT)has an initial investment of at least $10M in Heliogen.</li>  <li><b>2:00 p.m.</b>The deadline hits for the public redemption of AerSale(NASDAQ:ASLE)public warrants. AerSale says its election to redeem warrants on a cashless basis limits dilution to existing shareholders and is simpler and less burdensome to warrant holders.</li> </ul> <b>Thursday - December 30</b></p><p><blockquote><ul><li><b>全天</b>- NextGen Acquisition Corp. II（纳斯达克股票代码：NGCA）股东开会就 SPAC 交易进行投票，以将 Virgin Orbit 上市。该卫星发射公司于 2017 年从维珍银河（纽约证券交易所股票代码：SPCE）分拆出来。Virgin Orbit 最近宣布扩大与 Arqit Quantum（纳斯达克股票代码：ARQQ）在天基加密服务方面的合作伙伴关系，面向全球私人、国防和情报客户。维珍轨道公司正在开发一种基于改进型747-400飞机的太空发射系统。该公司预计在 SPAC 交易完成后将以股票代码 VORB 进行交易。</li><li><b>整天-</b>Athena Technology（纽约证券交易所股票代码：ATHN）的股东计划开会批准 SPAC 交易，将聚光太阳能公司 Heliogen 上市。Heliogen 的技术利用镜子场捕捉阳光，将其转化为热能、电能或清洁燃料。安赛乐米塔尔（纽约证券交易所代码：MT）对 Heliogen 的初始投资至少为 1000 万美元。</li><li><b>下午2点</b>公开赎回 AerSale（纳斯达克股票代码：ASLE）公开认股权证的最后期限即将到来。AerSale 表示，选择以无现金方式赎回认股权证限制了现有股东的稀释，并且对认股权证持有人来说更简单、负担更轻。</li></ul><b>星期四 - 12月30日</b></blockquote></p><p></p><p> <ul>  <li><b>All day -</b>Shareholders with CF Acquisition Corp.(NASDAQ:CFV)meet to vote on the SPAC deal to take earth observation company Satellogic public. Satellogic is building a new plant in the Netherlands to produce as many as 25 satellites a quarter.</li>  <li><b>8:30 a.m.</b>The initial jobless claims report drops to expectations for an increase to about 220K from 205K the week prior. Claims are at very low levels due to the strength in labor demand.</li> </ul> <b>Friday - December 31</b></p><p><blockquote><ul><li><b>整天-</b>CF Acquisition Corp.（纳斯达克股票代码：CFV）的股东召开会议，就地球观测公司 Satellogic 上市的 SPAC 交易进行投票。Satellogic 正在荷兰建造一家新工厂，每季度生产多达 25 颗卫星。</li><li><b>上午8:30</b>首次申请失业救济人数报告低于预期，从一周前的20.5万人增至22万人左右。由于劳动力需求强劲，申请人数处于非常低的水平。</li></ul><b>星期五 - 12月31日</b></blockquote></p><p> <ul>  <li><b>All day -</b>The last major economic report for investors to chew for the year on will be the China PMI print. The last two updates on China PMI have fallen below expectations.</li>  <li><b>All day -</b>It is the walk date for the MKS Instruments(NASDAQ:MKSI)acquisition of Atotech(NYSE:ATC). MKS plans to acquire Atotech for $16.20 in cash and 0.0552 of a share of MKS per Atotech share. Atotech has gained 2.78% over the last week and is close to its post-deal high.</li> </ul></p><p><blockquote><ul><li><b>整天-</b>投资者明年最后一份重要的经济报告将是中国采购经理人指数。最近两次中国PMI更新均低于预期。</li><li><b>整天-</b>这是 MKS Instruments（纳斯达克股票代码：MKSI）收购 Atotech（纽约证券交易所股票代码：ATC）的行走日期。MKS 计划以 16.20 美元现金和每股 Atotech 股票 0.0552 股 MKS 股票的价格收购 Atotech。Atotech 上周上涨了 2.78%，接近交易后的高点。</li></ul></blockquote></p><p></p>","source":"lsy1617334820801","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>Catalyst watch for next week: Baidu, Virgin Orbit and Nikola in the spotlight<blockquote>下周催化剂观察：百度、维珍轨道和尼古拉成为焦点</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\">\nCatalyst watch for next week: Baidu, Virgin Orbit and Nikola in the spotlight<blockquote>下周催化剂观察：百度、维珍轨道和尼古拉成为焦点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-25 08:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning'sregularStocks to Watch article&nbsp;for a full list of events planned for the week or the&nbsp;Seeking Alpha earnings calendar&nbsp;for companies due to report.</p><p><blockquote>欢迎来到 Seeking Alpha 的 Catalyst Watch - 下周一些突出的可操作事件的细分。查看周六上午的常规股票观看文章，了解本周计划的活动的完整列表或即将报告的公司的 Seeking Alpha 收益日历。</blockquote></p><p> <b>Monday - December 27</b></p><p><blockquote><b>12月27日星期一</b></blockquote></p><p> <ul>  <li><b>Volatility watch -</b>Options trading spiked higher again this week on KemPharm(NASDAQ:KMPH), Johnson Controls International(NYSE:JCI)and Adagio Therapeutics(NASDAQ:AVCT). Stocks generating strong interest on Reddit's WallStreetBets include AMD(NASDAQ:AMD), AMC Entertainment(NYSE:AMC)and Allakos(NASDAQ:ALLK). Biofrontera(NASDAQ:BFRI)is buzzing on Stocktwits. Short interest positions are elevated heading into next week on Cortexyme(NASDAQ:CRTX), Tattoed Chef(NASDAQ:TTCF)and Corsair Gaming(NASDAQ:CRSR). Keep an eye on Nikola(NASDAQ:NKLA)for further short squeeze potential.</li>  <li><b>All day</b>-Baidu(NASDAQ:BIDU)hosts its annual flagship developers' conference called Baidu Create. The event will also be China's first metaverse conference as it takes place on the XiRang platform. The virtual reality platform enables up to 100,000 online attendees to interact with 100 speakers from around the world at the three-dimensional conference. Baidu plans to release its technological advances and applications in a number of cutting-edge areas such as artificial intelligence, autonomous driving, intelligent transportation, quantum computing, and biocomputing at the conference. Shares of BIDU trade near the low end of their 52-week range.</li>  <li><b>All day -</b>Immersion(NASDAQ:IMMR)holds a special shareholder meeting to vote on an equity incentive plan and adjournment of the special meeting to a later date.</li>  <li><b>All day -</b>Pre-IPO shareholders with DiDi Global(NYSE:DIDI)will be allowed to sell their shares after a lock-up period expires.</li>  <li><b>All day -</b>The deadline for the redemption of Alight(NYSE:ALIT)public warrants expires. The expiration of warrants can lead to a share price increase if dilution risk is seen being removed.</li>  <li><b>All day -</b>The tender offer for Southwest Gas(NYSE:SWX)from Carl Icahn at $75 per share expires. The company has urged investors to reject Icahn's takeover attempt, saying his tender offer undervalues the company and is highly conditional.</li> </ul> <b>Tuesday - December 28</b></p><p><blockquote><ul><li><b>波动率观察 -</b>KemPharm（纳斯达克股票代码：KMPH）、江森自控国际公司（纽约证券交易所股票代码：JCI）和 Adagio Therapeutics（纳斯达克股票代码：AVCT）的期权交易本周再次飙升。Reddit 华尔街投注引起浓厚兴趣的股票包括 AMD（纳斯达克股票代码：AMD）、AMC院线（纽约证券交易所股票代码：AMC）和 Allakos（纳斯达克股票代码：ALLK）。Biofrontera（纳斯达克股票代码：BFRI）在 Stocktwits 上引起了轰动。Cortexyme（纳斯达克股票代码：CRTX）、Tattoed Chef（纳斯达克股票代码：TTCF）和 Corsair Gaming（纳斯达克股票代码：CRSR）的空头头寸将在下周增加。密切关注 Nikola（纳斯达克股票代码：NKLA）进一步的空头挤压潜力。</li><li><b>全天</b>-百度（纳斯达克股票代码：BIDU）举办名为“百度创造”的年度旗舰开发者大会。该活动也将是中国首次在西让平台举行的元宇宙会议。虚拟现实平台使多达100,000名在线与会者能够在三维会议上与来自世界各地的100名演讲者互动。百度计划在大会上发布其在人工智能、自动驾驶、智能交通、量子计算、生物计算等多个前沿领域的技术进展和应用。BIDU 股价接近 52 周区间的低端。</li><li><b>整天-</b>Immersion（纳斯达克股票代码：IMMR）召开特别股东大会，对股权激励计划进行投票，并将特别会议休会至稍后日期。</li><li><b>整天-</b>滴滴全球（纽约证券交易所股票代码：DIDI）的IPO前股东将被允许在锁定期到期后出售其股票。</li><li><b>整天-</b>Alight（纽约证券交易所股票代码：ALIT）公开认股权证的赎回截止日期即将到期。如果稀释风险被消除，认股权证到期可能会导致股价上涨。</li><li><b>整天-</b>卡尔·伊坎 (Carl Icahn) 以每股 75 美元收购西南天然气公司 (NYSE:SWX) 的要约收购即将到期。该公司敦促投资者拒绝伊坎的收购尝试，称他的收购要约低估了公司的价值，并且附加条件很强。</li></ul><b>星期二 - 12月28日</b></blockquote></p><p> <ul>  <li><b>All day -</b>The SEMICON Taiwan Semiconductor conference runs from December 28-31 with a focus on the latest innovations that will drive the next wave of industry growth. Chip heavyweights Taiwan Semiconductor Manufacturing Company(NYSE:TSM), ASE Technology Holding Co(NYSE:ASX)and Nanya Technology(OTCPK:NNYAF)will be exhibitors, as well as new artificial intelligence, Internet of Things, 5G and machine learning startups. Onto Innovation(NYSE:ONTO)is being circled as an exhibitor to watch at the conference.</li>  <li><b>All day -</b>Cal-Maine Foods(NASDAQ:CALM)earnings report. Options trading on Cal-Maine implies a move of close to 6% after the numbers drop.</li>  <li><b>9:00 a.m.</b>The S&amp;P CoreLogic Case-Shiller home price index for October is expected to be reported at +19.4% to follow on the 19.5% increase in September. Home price growth has been gently easing since July even as demand has stayed robust amid tight supply. Some analysts think a cool Case-Shiller print could shake up sentiment on homebuilder stocks such as D.R. Horton(NYSE:DHI), KB Home(NYSE:KBH), Toll Brothers(NYSE:TOL), Lennar(NYSE:LEN), Beazer Homes(NYSE:BZH)and PulteGroup(NYSE:PHM).</li> </ul> <b>Wednesday - December 29</b></p><p><blockquote><ul><li><b>整天-</b>SEMICON台积电会议将于12月28日至31日举行，重点关注将推动下一波行业增长的最新创新。芯片重量级公司台积电公司（纽约证券交易所股票代码：TSM）、日月光科技控股公司（纽约证券交易所股票代码：ASX）和南亚科技（OTCPK：NNYAF）将参展，以及新的人工智能、物联网、5G和机器学习初创公司。Onto Innovation（纽约证券交易所股票代码：ONTO）作为参展商在会议上值得关注。</li><li><b>整天-</b>Cal-Maine Foods（纳斯达克股票代码：CALM）收益报告。加州缅因州的期权交易意味着数字下降后波动接近 6%。</li><li><b>上午9点</b>继9月份19.5%的涨幅之后，10月份S&amp;P CoreLogic Case-Shiller房价指数预计将为+19.4%。尽管在供应紧张的情况下需求保持强劲，但自 7 月份以来，房价增长一直在温和放缓。一些分析师认为，凯斯-席勒的冷静印刷可能会动摇 D.R. 等房屋建筑商股票的情绪。Horton（纽约证券交易所代码：DHI）、KB Home（纽约证券交易所代码：KBH）、Toll Brothers（纽约证券交易所代码：TOL）、Lennar（纽约证券交易所代码：LEN）、Beazer Homes（纽约证券交易所代码：BZH）和PulteGroup（纽约证券交易所代码：PHM）。</li></ul><b>星期三 - 12月29日</b></blockquote></p><p> <ul>  <li><b>All day</b>- NextGen Acquisition Corp. II(NASDAQ:NGCA)shareholders meet to vote on the SPAC deal to take Virgin Orbit public. The satellite launch company was split off from Virgin Galactic(NYSE:SPCE)in 2017. Virgin Orbit recently announced an extension of its partnership with Arqit Quantum(NASDAQ:ARQQ)on space-based encryption services to private, defense, and intelligence customers globally. Virgin Orbit is developing a space launch system based on a modified 747-400 aircraft. The company expects to trade under the ticker symbol VORB after the SPAC deal is completed.</li>  <li><b>All day -</b>Shareholders with Athena Technology(NYSE:ATHN)are scheduled to meet to approve the SPAC deal to take concentrated solar energy company Heliogen public. Heliogen’s technology uses a field of mirrors to capture sunlight for converting into heat, electricity or clean fuels. ArcelorMittal(NYSE:MT)has an initial investment of at least $10M in Heliogen.</li>  <li><b>2:00 p.m.</b>The deadline hits for the public redemption of AerSale(NASDAQ:ASLE)public warrants. AerSale says its election to redeem warrants on a cashless basis limits dilution to existing shareholders and is simpler and less burdensome to warrant holders.</li> </ul> <b>Thursday - December 30</b></p><p><blockquote><ul><li><b>全天</b>- NextGen Acquisition Corp. II（纳斯达克股票代码：NGCA）股东开会就 SPAC 交易进行投票，以将 Virgin Orbit 上市。该卫星发射公司于 2017 年从维珍银河（纽约证券交易所股票代码：SPCE）分拆出来。Virgin Orbit 最近宣布扩大与 Arqit Quantum（纳斯达克股票代码：ARQQ）在天基加密服务方面的合作伙伴关系，面向全球私人、国防和情报客户。维珍轨道公司正在开发一种基于改进型747-400飞机的太空发射系统。该公司预计在 SPAC 交易完成后将以股票代码 VORB 进行交易。</li><li><b>整天-</b>Athena Technology（纽约证券交易所股票代码：ATHN）的股东计划开会批准 SPAC 交易，将聚光太阳能公司 Heliogen 上市。Heliogen 的技术利用镜子场捕捉阳光，将其转化为热能、电能或清洁燃料。安赛乐米塔尔（纽约证券交易所代码：MT）对 Heliogen 的初始投资至少为 1000 万美元。</li><li><b>下午2点</b>公开赎回 AerSale（纳斯达克股票代码：ASLE）公开认股权证的最后期限即将到来。AerSale 表示，选择以无现金方式赎回认股权证限制了现有股东的稀释，并且对认股权证持有人来说更简单、负担更轻。</li></ul><b>星期四 - 12月30日</b></blockquote></p><p></p><p> <ul>  <li><b>All day -</b>Shareholders with CF Acquisition Corp.(NASDAQ:CFV)meet to vote on the SPAC deal to take earth observation company Satellogic public. Satellogic is building a new plant in the Netherlands to produce as many as 25 satellites a quarter.</li>  <li><b>8:30 a.m.</b>The initial jobless claims report drops to expectations for an increase to about 220K from 205K the week prior. Claims are at very low levels due to the strength in labor demand.</li> </ul> <b>Friday - December 31</b></p><p><blockquote><ul><li><b>整天-</b>CF Acquisition Corp.（纳斯达克股票代码：CFV）的股东召开会议，就地球观测公司 Satellogic 上市的 SPAC 交易进行投票。Satellogic 正在荷兰建造一家新工厂，每季度生产多达 25 颗卫星。</li><li><b>上午8:30</b>首次申请失业救济人数报告低于预期，从一周前的20.5万人增至22万人左右。由于劳动力需求强劲，申请人数处于非常低的水平。</li></ul><b>星期五 - 12月31日</b></blockquote></p><p> <ul>  <li><b>All day -</b>The last major economic report for investors to chew for the year on will be the China PMI print. The last two updates on China PMI have fallen below expectations.</li>  <li><b>All day -</b>It is the walk date for the MKS Instruments(NASDAQ:MKSI)acquisition of Atotech(NYSE:ATC). MKS plans to acquire Atotech for $16.20 in cash and 0.0552 of a share of MKS per Atotech share. Atotech has gained 2.78% over the last week and is close to its post-deal high.</li> </ul></p><p><blockquote><ul><li><b>整天-</b>投资者明年最后一份重要的经济报告将是中国采购经理人指数。最近两次中国PMI更新均低于预期。</li><li><b>整天-</b>这是 MKS Instruments（纳斯达克股票代码：MKSI）收购 Atotech（纽约证券交易所股票代码：ATC）的行走日期。MKS 计划以 16.20 美元现金和每股 Atotech 股票 0.0552 股 MKS 股票的价格收购 Atotech。Atotech 上周上涨了 2.78%，接近交易后的高点。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3783324-catalyst-watch-for-next-week-baidu-virgin-orbit-and-nikola-in-the-spotlight\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度"},"source_url":"https://seekingalpha.com/news/3783324-catalyst-watch-for-next-week-baidu-virgin-orbit-and-nikola-in-the-spotlight","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160601915","content_text":"Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning'sregularStocks to Watch article for a full list of events planned for the week or the Seeking Alpha earnings calendar for companies due to report.\nMonday - December 27\n\nVolatility watch -Options trading spiked higher again this week on KemPharm(NASDAQ:KMPH), Johnson Controls International(NYSE:JCI)and Adagio Therapeutics(NASDAQ:AVCT). Stocks generating strong interest on Reddit's WallStreetBets include AMD(NASDAQ:AMD), AMC Entertainment(NYSE:AMC)and Allakos(NASDAQ:ALLK). Biofrontera(NASDAQ:BFRI)is buzzing on Stocktwits. Short interest positions are elevated heading into next week on Cortexyme(NASDAQ:CRTX), Tattoed Chef(NASDAQ:TTCF)and Corsair Gaming(NASDAQ:CRSR). Keep an eye on Nikola(NASDAQ:NKLA)for further short squeeze potential.\nAll day-Baidu(NASDAQ:BIDU)hosts its annual flagship developers' conference called Baidu Create. The event will also be China's first metaverse conference as it takes place on the XiRang platform. The virtual reality platform enables up to 100,000 online attendees to interact with 100 speakers from around the world at the three-dimensional conference. Baidu plans to release its technological advances and applications in a number of cutting-edge areas such as artificial intelligence, autonomous driving, intelligent transportation, quantum computing, and biocomputing at the conference. Shares of BIDU trade near the low end of their 52-week range.\nAll day -Immersion(NASDAQ:IMMR)holds a special shareholder meeting to vote on an equity incentive plan and adjournment of the special meeting to a later date.\nAll day -Pre-IPO shareholders with DiDi Global(NYSE:DIDI)will be allowed to sell their shares after a lock-up period expires.\nAll day -The deadline for the redemption of Alight(NYSE:ALIT)public warrants expires. The expiration of warrants can lead to a share price increase if dilution risk is seen being removed.\nAll day -The tender offer for Southwest Gas(NYSE:SWX)from Carl Icahn at $75 per share expires. The company has urged investors to reject Icahn's takeover attempt, saying his tender offer undervalues the company and is highly conditional.\n\nTuesday - December 28\n\nAll day -The SEMICON Taiwan Semiconductor conference runs from December 28-31 with a focus on the latest innovations that will drive the next wave of industry growth. Chip heavyweights Taiwan Semiconductor Manufacturing Company(NYSE:TSM), ASE Technology Holding Co(NYSE:ASX)and Nanya Technology(OTCPK:NNYAF)will be exhibitors, as well as new artificial intelligence, Internet of Things, 5G and machine learning startups. Onto Innovation(NYSE:ONTO)is being circled as an exhibitor to watch at the conference.\nAll day -Cal-Maine Foods(NASDAQ:CALM)earnings report. Options trading on Cal-Maine implies a move of close to 6% after the numbers drop.\n9:00 a.m.The S&P CoreLogic Case-Shiller home price index for October is expected to be reported at +19.4% to follow on the 19.5% increase in September. Home price growth has been gently easing since July even as demand has stayed robust amid tight supply. Some analysts think a cool Case-Shiller print could shake up sentiment on homebuilder stocks such as D.R. Horton(NYSE:DHI), KB Home(NYSE:KBH), Toll Brothers(NYSE:TOL), Lennar(NYSE:LEN), Beazer Homes(NYSE:BZH)and PulteGroup(NYSE:PHM).\n\nWednesday - December 29\n\nAll day- NextGen Acquisition Corp. II(NASDAQ:NGCA)shareholders meet to vote on the SPAC deal to take Virgin Orbit public. The satellite launch company was split off from Virgin Galactic(NYSE:SPCE)in 2017. Virgin Orbit recently announced an extension of its partnership with Arqit Quantum(NASDAQ:ARQQ)on space-based encryption services to private, defense, and intelligence customers globally. Virgin Orbit is developing a space launch system based on a modified 747-400 aircraft. The company expects to trade under the ticker symbol VORB after the SPAC deal is completed.\nAll day -Shareholders with Athena Technology(NYSE:ATHN)are scheduled to meet to approve the SPAC deal to take concentrated solar energy company Heliogen public. Heliogen’s technology uses a field of mirrors to capture sunlight for converting into heat, electricity or clean fuels. ArcelorMittal(NYSE:MT)has an initial investment of at least $10M in Heliogen.\n2:00 p.m.The deadline hits for the public redemption of AerSale(NASDAQ:ASLE)public warrants. AerSale says its election to redeem warrants on a cashless basis limits dilution to existing shareholders and is simpler and less burdensome to warrant holders.\n\nThursday - December 30\n\nAll day -Shareholders with CF Acquisition Corp.(NASDAQ:CFV)meet to vote on the SPAC deal to take earth observation company Satellogic public. Satellogic is building a new plant in the Netherlands to produce as many as 25 satellites a quarter.\n8:30 a.m.The initial jobless claims report drops to expectations for an increase to about 220K from 205K the week prior. Claims are at very low levels due to the strength in labor demand.\n\nFriday - December 31\n\nAll day -The last major economic report for investors to chew for the year on will be the China PMI print. The last two updates on China PMI have fallen below expectations.\nAll day -It is the walk date for the MKS Instruments(NASDAQ:MKSI)acquisition of Atotech(NYSE:ATC). MKS plans to acquire Atotech for $16.20 in cash and 0.0552 of a share of MKS per Atotech share. Atotech has gained 2.78% over the last week and is close to its post-deal high.","news_type":1,"symbols_score_info":{"NKLA":0.9,"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":2764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698504368,"gmtCreate":1640432941182,"gmtModify":1640433202251,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100607323115300","idStr":"4100607323115300"},"themes":[],"title":"","htmlText":"Wonder how it will looks like when interest increses.&nbsp;","listText":"Wonder how it will looks like when interest increses.&nbsp;","text":"Wonder how it will looks like when interest increses.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698504368","repostId":"1195657371","repostType":4,"repost":{"id":"1195657371","kind":"news","pubTimestamp":1640394204,"share":"https://www.laohunote.com/m/news/1195657371?lang=zh_CN&edition=full","pubTime":"2021-12-25 09:03","market":"us","language":"en","title":"Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗？2022 年 10 项技术预测</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195657371","media":"Seeking Alpha","summary":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is b","content":"<p><ul>  <li>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth&nbsp;from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.</li>  <li>Analyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.</li>  <li>As part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.</li>  <li>Ives also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.</li>  <li>The&nbsp;metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.</li>  <li>Ives also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).</li>  <li>Cybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).</li>  <li>Despite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&amp;A candidates for next year.</li>  <li>On the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"</li>  <li>Keeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.</li>  <li>Ives also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack&nbsp;down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.</li>  <li>Lastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).</li> </ul></p><p><blockquote><ul><li>华尔街已开始对明年进行年度展望预测，韦德布什证券看好多个主题，包括苹果（纳斯达克股票代码：AAPL）、微软（纳斯达克股票代码：MSFT）、Alphabet（纳斯达克股票代码：GOOGL）和其他大型科技公司的持续增长。</li><li>分析师丹·艾夫斯 (Dan Ives) 认为，股市最近出现的一些波动只不过是“痛苦的消化期（以及对奥密克戎的担忧）”，因为盈利预测现在考虑到了美联储的鹰派立场和科技股的一些估值过高。然而，艾夫斯看好明年的科技股。</li><li>作为他预测清单的一部分，艾夫斯认为苹果 (AAPL) 将在夏季推出期待已久且经常猜测的 AR/VR 头显苹果眼镜，这将“为该股带来另一个主要增长催化剂”，因为这家全球最有价值的公司继续将其用户群货币化。</li><li>Ives 还认为，随着企业和消费者之间的数字化转型，以 Invesco QQQ Trust Series 1（纳斯达克股票代码：QQQ）为代表的更广泛的纳斯达克 (COMP.IND) 可能会在年底达到 19,000 股，高于目前的 15,400 股左右。他补充说，更广泛的科技行业的潜在增长前景是正常化或历史模式的两到三倍。</li><li>艾夫斯表示，随着 Meta Platforms（纳斯达克股票代码：FB）、苹果（AAPL）、谷歌（GOOGL）和微软（MSFT）等公司明年在这一领域投资“数十亿”美元，可能会出现“大量”合并活动。</li><li>艾夫斯还认为，云军备竞赛将保持激烈，因为参赛者将在未来十年内追求 1 万亿美元的支出。他认为，到 2022 年底，超过 50% 的工作负载将位于云端，高于目前的 43%，这主要使亚马逊（纳斯达克股票代码：AMZN）、微软（MSFT）和谷歌（GOOGL）受益，其次是甲骨文（纽约证券交易所股票代码：ORCL）和 IBM（纽约证券交易所股票代码：IBM）。</li><li>艾夫斯预测，明年网络安全预算似乎将大幅增加，2022 年将增长 21%，比 2021 年“强劲”的一年高出约 1%。因此，他认为 Zscaler（纳斯达克股票代码：ZS）、Tenable（纽约证券交易所股票代码：TEN）、CyberArk（纳斯达克股票代码：CYBR）、Varonis（纳斯达克股票代码：VRNS）、Sailpoint（纽约证券交易所股票代码：SAIL）、Fortinet（纳斯达克股票代码：FTNT）和 Palo Alto Networks（纳斯达克股票代码：PANW）。</li><li>艾夫斯认为，尽管利率环境可能会上升，但科技公司明年可能会继续大幅支出和收购。Cerence（纳斯达克股票代码：CRNC）、Matterport（纳斯达克股票代码：MTTR）、Varonis（VRNS）、Rapid7（纳斯达克股票代码：RPD）和Sailpoint（SAIL）是分析师明年的五大并购候选者。</li><li>在宏观方面，艾夫斯认为，芯片短缺，特别是亚洲以外的芯片短缺，将在上半年“显着缓和”。苹果 (AAPL) 和芯片公司（艾夫斯确实点名了任何具体的公司）是“从这一关键动态宽松政策中受益的最佳跳板赌注”。</li><li>与更广泛的想法保持一致，艾夫斯认为，美国和欧洲的监管环境将围绕反垄断和垄断问题对大型科技公司构成威胁，但这可能会在很大程度上导致公司被罚款，并可能阻碍他们收购或收购其他公司的能力。</li><li>艾夫斯还认为，随着政府继续打压公司，中国科技公司将继续成为全球投资者“非常危险”的空间。因此，这可能会导致更多美元流出中国科技股并流入美国科技股。</li><li>最后，艾夫斯认为苹果 (AAPL) 明年市值将达到 3 万亿美元，微软 (MSFT) 紧随其后。</li></ul></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>Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗？2022 年 10 项技术预测</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\">\nWill Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗？2022 年 10 项技术预测</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-25 09:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth&nbsp;from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.</li>  <li>Analyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.</li>  <li>As part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.</li>  <li>Ives also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.</li>  <li>The&nbsp;metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.</li>  <li>Ives also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).</li>  <li>Cybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).</li>  <li>Despite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&amp;A candidates for next year.</li>  <li>On the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"</li>  <li>Keeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.</li>  <li>Ives also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack&nbsp;down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.</li>  <li>Lastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).</li> </ul></p><p><blockquote><ul><li>华尔街已开始对明年进行年度展望预测，韦德布什证券看好多个主题，包括苹果（纳斯达克股票代码：AAPL）、微软（纳斯达克股票代码：MSFT）、Alphabet（纳斯达克股票代码：GOOGL）和其他大型科技公司的持续增长。</li><li>分析师丹·艾夫斯 (Dan Ives) 认为，股市最近出现的一些波动只不过是“痛苦的消化期（以及对奥密克戎的担忧）”，因为盈利预测现在考虑到了美联储的鹰派立场和科技股的一些估值过高。然而，艾夫斯看好明年的科技股。</li><li>作为他预测清单的一部分，艾夫斯认为苹果 (AAPL) 将在夏季推出期待已久且经常猜测的 AR/VR 头显苹果眼镜，这将“为该股带来另一个主要增长催化剂”，因为这家全球最有价值的公司继续将其用户群货币化。</li><li>Ives 还认为，随着企业和消费者之间的数字化转型，以 Invesco QQQ Trust Series 1（纳斯达克股票代码：QQQ）为代表的更广泛的纳斯达克 (COMP.IND) 可能会在年底达到 19,000 股，高于目前的 15,400 股左右。他补充说，更广泛的科技行业的潜在增长前景是正常化或历史模式的两到三倍。</li><li>艾夫斯表示，随着 Meta Platforms（纳斯达克股票代码：FB）、苹果（AAPL）、谷歌（GOOGL）和微软（MSFT）等公司明年在这一领域投资“数十亿”美元，可能会出现“大量”合并活动。</li><li>艾夫斯还认为，云军备竞赛将保持激烈，因为参赛者将在未来十年内追求 1 万亿美元的支出。他认为，到 2022 年底，超过 50% 的工作负载将位于云端，高于目前的 43%，这主要使亚马逊（纳斯达克股票代码：AMZN）、微软（MSFT）和谷歌（GOOGL）受益，其次是甲骨文（纽约证券交易所股票代码：ORCL）和 IBM（纽约证券交易所股票代码：IBM）。</li><li>艾夫斯预测，明年网络安全预算似乎将大幅增加，2022 年将增长 21%，比 2021 年“强劲”的一年高出约 1%。因此，他认为 Zscaler（纳斯达克股票代码：ZS）、Tenable（纽约证券交易所股票代码：TEN）、CyberArk（纳斯达克股票代码：CYBR）、Varonis（纳斯达克股票代码：VRNS）、Sailpoint（纽约证券交易所股票代码：SAIL）、Fortinet（纳斯达克股票代码：FTNT）和 Palo Alto Networks（纳斯达克股票代码：PANW）。</li><li>艾夫斯认为，尽管利率环境可能会上升，但科技公司明年可能会继续大幅支出和收购。Cerence（纳斯达克股票代码：CRNC）、Matterport（纳斯达克股票代码：MTTR）、Varonis（VRNS）、Rapid7（纳斯达克股票代码：RPD）和Sailpoint（SAIL）是分析师明年的五大并购候选者。</li><li>在宏观方面，艾夫斯认为，芯片短缺，特别是亚洲以外的芯片短缺，将在上半年“显着缓和”。苹果 (AAPL) 和芯片公司（艾夫斯确实点名了任何具体的公司）是“从这一关键动态宽松政策中受益的最佳跳板赌注”。</li><li>与更广泛的想法保持一致，艾夫斯认为，美国和欧洲的监管环境将围绕反垄断和垄断问题对大型科技公司构成威胁，但这可能会在很大程度上导致公司被罚款，并可能阻碍他们收购或收购其他公司的能力。</li><li>艾夫斯还认为，随着政府继续打压公司，中国科技公司将继续成为全球投资者“非常危险”的空间。因此，这可能会导致更多美元流出中国科技股并流入美国科技股。</li><li>最后，艾夫斯认为苹果 (AAPL) 明年市值将达到 3 万亿美元，微软 (MSFT) 紧随其后。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195657371","content_text":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.\nAnalyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.\nAs part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.\nIves also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.\nThe metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.\nIves also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).\nCybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).\nDespite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&A candidates for next year.\nOn the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"\nKeeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.\nIves also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.\nLastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).","news_type":1,"symbols_score_info":{"AAPL":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698505520,"gmtCreate":1640432626993,"gmtModify":1640432846017,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100607323115300","idStr":"4100607323115300"},"themes":[],"title":"","htmlText":"Great to know this","listText":"Great to know this","text":"Great to know this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698505520","repostId":"2193917872","repostType":4,"isVote":1,"tweetType":1,"viewCount":2914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698505982,"gmtCreate":1640432322674,"gmtModify":1640432322674,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100607323115300","idStr":"4100607323115300"},"themes":[],"title":"","htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/698505982","repostId":"2193917819","repostType":4,"isVote":1,"tweetType":1,"viewCount":3150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698502407,"gmtCreate":1640432227903,"gmtModify":1640432227977,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100607323115300","idStr":"4100607323115300"},"themes":[],"title":"","htmlText":"Msft keep going....&nbsp;","listText":"Msft keep going....&nbsp;","text":"Msft keep going....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698502407","repostId":"2193178191","repostType":4,"isVote":1,"tweetType":1,"viewCount":3335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691986905,"gmtCreate":1640125505803,"gmtModify":1640125505803,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100607323115300","idStr":"4100607323115300"},"themes":[],"title":"","htmlText":"Great. Hope the share price goes up?&nbsp;","listText":"Great. Hope the share price goes up?&nbsp;","text":"Great. Hope the share price goes up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691986905","repostId":"1131687838","repostType":4,"isVote":1,"tweetType":1,"viewCount":2679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608411093,"gmtCreate":1638775653538,"gmtModify":1638779103307,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100607323115300","idStr":"4100607323115300"},"themes":[],"title":"","htmlText":"Love tiger apps,user friendly and more features.looking forward to my investment journey","listText":"Love tiger apps,user friendly and more features.looking forward to my investment journey","text":"Love tiger apps,user friendly and more features.looking forward to my investment journey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/608411093","isVote":1,"tweetType":1,"viewCount":3161,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274727372317","authorId":"3479274727372317","name":"keepcalm","avatar":"https://static.tigerbbs.com/027d03237ce8476dcc4200fb2818611d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274727372317","idStr":"3479274727372317"},"content":"New users should learn more.","text":"New users should learn more.","html":"New users should learn more."},{"author":{"id":"9000000000000405","authorId":"9000000000000405","name":"RubyPulitzer","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000405","idStr":"9000000000000405"},"content":"Welcome. Wish you a fortune.","text":"Welcome. Wish you a fortune.","html":"Welcome. Wish you a fortune."}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}