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WangZhai
2021-10-05
$CHINAHONGQIAO(01378)$
anyone any comments?
WangZhai
2021-07-31
Adobe and Tesla again.. both are strong stocks
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WangZhai
2021-04-24
$Apple(AAPL)$
Really not clear why Apple stocks rise at snail pace.... anyone can share your opinion
WangZhai
2021-12-20
Nice
Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>
WangZhai
2021-02-11
Micron Technology. Anyone any comments on this semiconductor stock?
WangZhai
2021-08-28
Climbing back.
WangZhai
2021-07-19
All interesting stocks
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WangZhai
2021-05-03
$NIO Inc.(NIO)$
NIO will continue to do well... I need a EV car too...
WangZhai
2021-11-23
早安 and take both
抱歉,原内容已删除
WangZhai
2021-08-18
Real bad
Vipshop reports $0.32 earnings per share (non-GAAP), analysts' consensus estimate was $2.37<blockquote>唯品会公布每股收益0.32美元(非美国通用会计准则),分析师普遍预期为2.37美元</blockquote>
WangZhai
2021-04-27
Good news...
Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</blockquote>
WangZhai
2021-02-22
Just sharing my opinion
WangZhai
2021-04-14
US MArket is really interesting...It could be Green & Red in th next moment...
Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote>
WangZhai
2021-02-23
As I mentioned in my last comments... Disneyland will bounce back...
Why Disney Stock Rose to a New All-Time High<blockquote>迪士尼股价为何升至历史新高</blockquote>
WangZhai
2021-08-07
Good morning everyone
20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>
WangZhai
2021-07-10
Slowly and steadily...
WangZhai
2021-05-12
$Apple(AAPL)$
not bad not bad
WangZhai
2021-04-03
pls respond to my in kind too. Seems like many countries are buying US bonds
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WangZhai
2021-03-27
Tesla will continue to lead the EV market...
Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</blockquote>
去老虎APP查看更多动态
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Any advice here...","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>What about TigerB. Any advice here...","text":"$Tiger Brokers(TIGR)$What about TigerB. Any advice here...","images":[{"img":"https://static.tigerbbs.com/9bc8e07b213cd8f78cf8151eaac06f1a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692896466","isVote":1,"tweetType":1,"viewCount":3639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":692896643,"gmtCreate":1640909515015,"gmtModify":1640909516108,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOS\">$SOS Limited(SOS)$</a>Time to dump","listText":"<a href=\"https://laohu8.com/S/SOS\">$SOS Limited(SOS)$</a>Time to dump","text":"$SOS Limited(SOS)$Time to dump","images":[{"img":"https://static.tigerbbs.com/8191b6390ea3d27b2183806cae36f561","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692896643","isVote":1,"tweetType":1,"viewCount":2261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":692896906,"gmtCreate":1640909479839,"gmtModify":1640909480939,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOS\">$SOS Limited(SOS)$</a>lesson learnt here... Didn't follow the trend blindly.... hitting the loss of almost 80%... Wish everyone a good year ahead.","listText":"<a href=\"https://laohu8.com/S/SOS\">$SOS Limited(SOS)$</a>lesson learnt here... Didn't follow the trend blindly.... hitting the loss of almost 80%... Wish everyone a good year ahead.","text":"$SOS Limited(SOS)$lesson learnt here... Didn't follow the trend blindly.... hitting the loss of almost 80%... Wish everyone a good year ahead.","images":[{"img":"https://static.tigerbbs.com/c3d537c023f65817e4374ac9c67cd4d5","width":"1080","height":"3174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692896906","isVote":1,"tweetType":1,"viewCount":2611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":696184962,"gmtCreate":1640650691920,"gmtModify":1640650692996,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"Great ","listText":"Great ","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696184962","repostId":"2194177239","repostType":2,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohu8.com/m/news/2194177239?lang=zh_CN&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500 is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSanta Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-12-27 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Yahoo Finance</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":{"BK4541":"氢能源","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4096":"电气部件与设备","FCEL":"燃料电池能源"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"SPY.AU":0.9,"FCEL":0.9}},"isVote":1,"tweetType":1,"viewCount":2596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693163158,"gmtCreate":1639987057265,"gmtModify":1639987064778,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/693163158","repostId":"1130704419","repostType":2,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohu8.com/m/news/1130704419?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\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\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PAYX":"沛齐","CTAS":"信达思",".IXIC":"NASDAQ Composite","MU":"美光科技","GIS":"通用磨坊","KMX":"车美仕",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{"CTAS":0.9,"GIS":0.9,".DJI":0.9,"PAYX":0.9,"KMX":0.9,"MU":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693163367,"gmtCreate":1639987026859,"gmtModify":1639987063707,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"又来。 ","listText":"又来。 ","text":"又来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693163367","repostId":"1109541249","repostType":2,"repost":{"id":"1109541249","kind":"news","pubTimestamp":1639972523,"share":"https://www.laohu8.com/m/news/1109541249?lang=zh_CN&edition=full","pubTime":"2021-12-20 11:55","market":"us","language":"en","title":"Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票:较高点下跌43%,现在值得买入吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109541249","media":"Seeking Alpha","summary":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the mar","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li> <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li> <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于成长型股票在市场上大量抛售,Sea Limited的股票最近遭受重创。</li><li>然而,我们认为其快速增长的基本论点仍然强劲。</li><li>我们讨论了为什么投资者应该利用其最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited(纽约证券交易所股票代码:SE)股票是我们最有信心的成长型股票之一,但在上个月遭受了严重打击。自10月份创下历史新高(ATH)以来,其价格已大幅下跌43%。关于该股下跌的原因有很多。我们敦促投资者不要对他们解读太多。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行,该股在2021年表现出色。因此,随着恐惧袭击成长型股票,这种程度的获利了结并不令人意外。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外,近期全市场成长股的大幅回调也重创了SE股。但是,我们并不担心。短期内,大幅波动始终是影响SE等成长型股票表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是,我们观察到,自第三季度成绩单以来,SE股票的共识目标价已向上修正。此外,其目标价与当前股价之间的差距已大于4月/5月上次大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部DCF估值模型也指向一只目前被严重低估的股票。由于市场的短视,自4月/5月以来,我们又迎来了一个绝佳的机会,再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论了为什么我们认为投资者不应该错过这个增加对优秀成长型股票投资的绝佳机会。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现(截至21年12月17日)。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于近期大幅调整,SE股票年初至今的回报率已降至6.9%,表现逊于大盘。值得注意的是,10月/11月初,其年初至今涨幅高达80%。尽管如此,该股的表现仍然优于电子零售商和游戏同行,如上所示。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>海洋库存估计不断上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修正后的收入平均共识估计。数据来源:S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到,该公司对2021-23财年的收入共识预期在过去五个月中一直在上调。这些修正为公司未来两年的强劲增长前景增添了信心。值得注意的是,Sea Limited的收入预计将通过2023财年以42.8%的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>人们对其第三季度成绩单中Garena游戏部门的增长率感到担忧。我们在上一篇文章中还解释说,Sea Limited已经明确解释说,投资者应该预计Garena的增长在经历了两年的辉煌之后将正常化。然而,其变现能力继续令人眼花缭乱。因此,我们相信Garena能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外,Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲性能。继续位列11月整体游戏收入排名前十的手游。此外,它在App Store和Google Play的总下载量中也排名第二。值得注意的是,截至12月14日,它也是全球年收入超过10亿美元的八款游戏之一。因此,我们认为关于Free Fire的“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源:谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外,全球游戏市场在去年大幅增长23%至$177.8 B后,预计将小幅下降至$175.8 B。然而,尽管全球市场下滑,但鉴于Garena在21财年仍取得了令人印象深刻的增长,我们相信它验证了其商业模式和前景。值得注意的是,游戏市场预计将扭转未来的颓势。因此,在全球游戏市场复苏的支持下,Garena在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee调整了每个订单的EBITDA。数据来源:公司备案</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是,一些投资者可能被Shopee(Sea Limited的电子商务部门)向新地理市场的持续扩张吓坏了。值得注意的是,Shopee继续报告每个订单调整后的EBITDA损失,如上所示。因此,一些投资者可能会担心该公司的盘子是否太大而无法处理。在过去的三个月里,该公司进入了印度、法国、西班牙和波兰等新市场。除此之外,它还在拉丁美洲,尤其是巴西与MercadoLibre(MELI)展开了战斗。因此,人们担心Sea Limited能否在亏损的同时继续在这些市场娴熟地执行任务。我们认为这种担忧是有道理的。然而,Sea Limited在渗透现有企业拥有强大领导力的最重要市场方面表现出了巨大的能力。其中包括东南亚的Lazada(BABA)、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是,它利用了“后来者”的优势,试图与现有企业竞争。值得注意的是,Sea Limited并不反对竞争。它在与现有企业的竞争中蓬勃发展,并使这些地理区域的电子商务空间更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修订后的调整后每股收益均值共识估计。数据来源:S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而,由于其电子商务的扩张,盈利之路可能会进一步延伸。读者可以快速浏览上图,其中2023财年在过去五个月中下调了调整后的每股收益预期。然而,我们认为,如果您是至少有五年投资期限的长期投资者,则无需担心。Sea Limited的早期投资者可以敏锐地回忆起该公司每订单调整后EBITDA的巨大损失,如上图所示。Shopee在过去五年中规模巨大,并进一步提高了其运营杠杆。但是,值得注意的是,扩大规模需要时间。因此,预计新地理市场将出现较早亏损。但是,管理层在过去三年中展示了其执行能力。考虑到过去几年调整后EBITDA亏损大幅减少,我们认为Shopee比以前更有能力应对扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么,SE股票现在值得买入吗?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE股票的EV/NTM收入为8.3倍。因此,它已将其恢复到4年NTM收入倍数平均值8.6倍。我们相信现在有一个绝佳的机会,因为市场无疑反应过度了。正如清楚表明的那样,SE仍有望在未来产生巨大的收入增长,尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到2023财年的收入预期,SE股票的交易价格仅为2023财年收入的5.8倍。没有人能够准确预测该股未来几个月的走势。但是,我们认为这现在代表着一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股价目标与实际价格趋势。资料来源:寻求阿尔法</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外,读者可以观察到,SE股票405.87美元的共识目标价(PT)与其当前价格之间的估值差距从未如此显着。这甚至比4月/5月的上一次大幅调整更加明显。值得注意的是,尽管存在所谓的“博弈阻力”,但共识价格目标仍被上调。而且,如果您查看价格图表,您会发现SE股价随着时间的推移非常一致地遵循修订后的PT趋势。因此,当前价格可能是您在很长一段时间内观察到的最显着的折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源:S&P Capital IQ,公司文件,作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的DCF模型还显示,SE股票目前被严重低估,隐含公允价值为371.46美元。我们在模型中也使用了合理的估计。此外,我们相信,随着SE在新市场的扩大规模,它将继续获得巨大的运营杠杆。我们估计,到2025财年,其调整后EBITDA利润率可能达到15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后,该股还在测试关键支撑位,该支撑位自2021年初以来有力支撑了该股的上涨。因此,有足够的理由相信,目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此,<i>我们将SE股票评级修改为强力买入</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>Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票:较高点下跌43%,现在值得买入吗?</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\">\nSea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票:较高点下跌43%,现在值得买入吗?</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\">2021-12-20 11:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li> <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li> <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于成长型股票在市场上大量抛售,Sea Limited的股票最近遭受重创。</li><li>然而,我们认为其快速增长的基本论点仍然强劲。</li><li>我们讨论了为什么投资者应该利用其最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited(纽约证券交易所股票代码:SE)股票是我们最有信心的成长型股票之一,但在上个月遭受了严重打击。自10月份创下历史新高(ATH)以来,其价格已大幅下跌43%。关于该股下跌的原因有很多。我们敦促投资者不要对他们解读太多。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行,该股在2021年表现出色。因此,随着恐惧袭击成长型股票,这种程度的获利了结并不令人意外。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外,近期全市场成长股的大幅回调也重创了SE股。但是,我们并不担心。短期内,大幅波动始终是影响SE等成长型股票表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是,我们观察到,自第三季度成绩单以来,SE股票的共识目标价已向上修正。此外,其目标价与当前股价之间的差距已大于4月/5月上次大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部DCF估值模型也指向一只目前被严重低估的股票。由于市场的短视,自4月/5月以来,我们又迎来了一个绝佳的机会,再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论了为什么我们认为投资者不应该错过这个增加对优秀成长型股票投资的绝佳机会。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现(截至21年12月17日)。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于近期大幅调整,SE股票年初至今的回报率已降至6.9%,表现逊于大盘。值得注意的是,10月/11月初,其年初至今涨幅高达80%。尽管如此,该股的表现仍然优于电子零售商和游戏同行,如上所示。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>海洋库存估计不断上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修正后的收入平均共识估计。数据来源:S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到,该公司对2021-23财年的收入共识预期在过去五个月中一直在上调。这些修正为公司未来两年的强劲增长前景增添了信心。值得注意的是,Sea Limited的收入预计将通过2023财年以42.8%的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>人们对其第三季度成绩单中Garena游戏部门的增长率感到担忧。我们在上一篇文章中还解释说,Sea Limited已经明确解释说,投资者应该预计Garena的增长在经历了两年的辉煌之后将正常化。然而,其变现能力继续令人眼花缭乱。因此,我们相信Garena能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外,Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲性能。继续位列11月整体游戏收入排名前十的手游。此外,它在App Store和Google Play的总下载量中也排名第二。值得注意的是,截至12月14日,它也是全球年收入超过10亿美元的八款游戏之一。因此,我们认为关于Free Fire的“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源:谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外,全球游戏市场在去年大幅增长23%至$177.8 B后,预计将小幅下降至$175.8 B。然而,尽管全球市场下滑,但鉴于Garena在21财年仍取得了令人印象深刻的增长,我们相信它验证了其商业模式和前景。值得注意的是,游戏市场预计将扭转未来的颓势。因此,在全球游戏市场复苏的支持下,Garena在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee调整了每个订单的EBITDA。数据来源:公司备案</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是,一些投资者可能被Shopee(Sea Limited的电子商务部门)向新地理市场的持续扩张吓坏了。值得注意的是,Shopee继续报告每个订单调整后的EBITDA损失,如上所示。因此,一些投资者可能会担心该公司的盘子是否太大而无法处理。在过去的三个月里,该公司进入了印度、法国、西班牙和波兰等新市场。除此之外,它还在拉丁美洲,尤其是巴西与MercadoLibre(MELI)展开了战斗。因此,人们担心Sea Limited能否在亏损的同时继续在这些市场娴熟地执行任务。我们认为这种担忧是有道理的。然而,Sea Limited在渗透现有企业拥有强大领导力的最重要市场方面表现出了巨大的能力。其中包括东南亚的Lazada(BABA)、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是,它利用了“后来者”的优势,试图与现有企业竞争。值得注意的是,Sea Limited并不反对竞争。它在与现有企业的竞争中蓬勃发展,并使这些地理区域的电子商务空间更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修订后的调整后每股收益均值共识估计。数据来源:S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而,由于其电子商务的扩张,盈利之路可能会进一步延伸。读者可以快速浏览上图,其中2023财年在过去五个月中下调了调整后的每股收益预期。然而,我们认为,如果您是至少有五年投资期限的长期投资者,则无需担心。Sea Limited的早期投资者可以敏锐地回忆起该公司每订单调整后EBITDA的巨大损失,如上图所示。Shopee在过去五年中规模巨大,并进一步提高了其运营杠杆。但是,值得注意的是,扩大规模需要时间。因此,预计新地理市场将出现较早亏损。但是,管理层在过去三年中展示了其执行能力。考虑到过去几年调整后EBITDA亏损大幅减少,我们认为Shopee比以前更有能力应对扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么,SE股票现在值得买入吗?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE股票的EV/NTM收入为8.3倍。因此,它已将其恢复到4年NTM收入倍数平均值8.6倍。我们相信现在有一个绝佳的机会,因为市场无疑反应过度了。正如清楚表明的那样,SE仍有望在未来产生巨大的收入增长,尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到2023财年的收入预期,SE股票的交易价格仅为2023财年收入的5.8倍。没有人能够准确预测该股未来几个月的走势。但是,我们认为这现在代表着一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股价目标与实际价格趋势。资料来源:寻求阿尔法</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外,读者可以观察到,SE股票405.87美元的共识目标价(PT)与其当前价格之间的估值差距从未如此显着。这甚至比4月/5月的上一次大幅调整更加明显。值得注意的是,尽管存在所谓的“博弈阻力”,但共识价格目标仍被上调。而且,如果您查看价格图表,您会发现SE股价随着时间的推移非常一致地遵循修订后的PT趋势。因此,当前价格可能是您在很长一段时间内观察到的最显着的折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源:S&P Capital IQ,公司文件,作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的DCF模型还显示,SE股票目前被严重低估,隐含公允价值为371.46美元。我们在模型中也使用了合理的估计。此外,我们相信,随着SE在新市场的扩大规模,它将继续获得巨大的运营杠杆。我们估计,到2025财年,其调整后EBITDA利润率可能达到15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后,该股还在测试关键支撑位,该支撑位自2021年初以来有力支撑了该股的上涨。因此,有足够的理由相信,目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此,<i>我们将SE股票评级修改为强力买入</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy\">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":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109541249","content_text":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss why investors should capitalize on its recent significant correction to add exposure.\n\nkokkai/iStock Unreleased via Getty Images\nInvestment Thesis\nSea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.\nMoreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.\nNotably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.\nOur internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.\nWe discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.\nSE Stock YTD Performance\nSE stock YTD performance (as of 17 December'21).\nAs a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.\nSea Stock Estimates Have Consistently Been Revised Upwards\nSea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nReaders can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.\nThere were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.\nMoreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.\nGlobal games market forecast. Source: Google, Newzoo\nIn addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.\nShopee adjusted EBITDA per order. Data source: Company filings\nBut, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.\nSea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nNevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.\nSo, is SE Stock a Buy Now?\nSE stock EV/NTM Revenue 4Y mean.\nSE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.\nConsidering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.\nSE stock price target Vs. actual price trend. Source: Seeking Alpha\nMoreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.\nSE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author\nOur DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.\nLastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.\nConsequently,we revise our rating on SE stock to Strong Buy.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":3998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699581823,"gmtCreate":1639839798065,"gmtModify":1639839799111,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"Anyone ???","listText":"Anyone ???","text":"Anyone ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699581823","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":3209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699581187,"gmtCreate":1639839766601,"gmtModify":1639839767643,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"What happened?","listText":"What happened?","text":"What happened?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699581187","repostId":"1162173930","repostType":4,"repost":{"id":"1162173930","kind":"news","pubTimestamp":1639799026,"share":"https://www.laohu8.com/m/news/1162173930?lang=zh_CN&edition=full","pubTime":"2021-12-18 11:43","market":"us","language":"en","title":"Why Rivian Stock Crashed Today<blockquote>为什么Rivian股票今天暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162173930","media":"Motley Fool","summary":"What happened\nShares of Rivian Automotive fell on Friday, following the release of the electric vehi","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of <a href=\"https://laohu8.com/S/RIVN\"><b>Rivian Automotive</b></a> fell on Friday, following the release of the electric vehicle (EV) upstart's first quarterly results as a public company.</p><p><blockquote>本公司之股份<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian汽车</b></a>在这家电动汽车(EV)新贵发布作为上市公司的第一个季度业绩后,周五股价下跌。</blockquote></p><p> As of 1:50 p.m. ET, Rivian's stock price was down more than 10%.</p><p><blockquote>截至下午1:50美国东部时间,Rivian股价下跌超过10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/76d82e7c5d5ddddfda620c82df2c2d35\" tg-width=\"971\" tg-height=\"643\" width=\"100%\" height=\"auto\">So what</p><p><blockquote>那又怎样</blockquote></p><p> The EV maker delivered the first of its R1T pickup trucks and R1S sport utility vehicles in September and December, respectively. Demand for Rivian's electric vehicles has been strong. Preorders for the R1T climbed to 71,000 as of Dec. 15, up from roughly 48,000 on Sept. 30.</p><p><blockquote>这家电动汽车制造商分别于9月和12月交付了第一批R1T皮卡车和R1S运动型多用途车。对Rivian电动汽车的需求一直很强劲。截至12月15日,R1T的预订量从9月30日的约48,000份攀升至71,000份。</blockquote></p><p> \"We continue to observe a lot of excitement for our brand,\" the company said in a letter to shareholders.</p><p><blockquote>该公司在致股东的一封信中表示:“我们继续观察到我们的品牌令人兴奋。”</blockquote></p><p> However, Rivian is dealing with some supply chain challenges. Management, in turn, expects to fall \"a few hundred vehicles short\" of its production target of 1,200 vehicles in 2021.</p><p><blockquote>然而,Rivian正在应对一些供应链挑战。管理层则预计2021年将比1,200辆的产量目标“少几百辆”。</blockquote></p><p> Moreover, Rivian's losses are mounting as it spends aggressively to ramp up its manufacturing capacity. The company generated an operating loss of $776 million in the third quarter.</p><p><blockquote>此外,随着Rivian大举提高制造能力,其亏损也在不断增加。该公司第三季度营业亏损7.76亿美元。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> CEO RJ Scaringe said Rivian's supply chain bottlenecks are \"solvable problems\" and unlikely to persist. The EV maker plans to invest $5 billion to develop a manufacturing facility in Georgia. Construction is slated to start in mid-2022, while production is targeted to begin in 2024. The new plant is expected to produce up to 400,000 vehicles per year once it's fully operational.</p><p><blockquote>首席执行官RJ Scaringe表示,Rivian的供应链瓶颈是“可以解决的问题”,不太可能持续下去。这家电动汽车制造商计划投资50亿美元在佐治亚州开发一家制造工厂。建设计划于2022年中期开始,生产计划于2024年开始。新工厂全面投入运营后,预计每年可生产多达40万辆汽车。</blockquote></p><p> \"We're happy to partner with Georgia on our new manufacturing site, which will build our next generation of products that are important for scaling our business,\" Rivian Chief People Officer Helen Russell said in a statement.</p><p><blockquote>Rivian首席人力官Helen Russell在一份声明中表示:“我们很高兴与佐治亚州在我们的新制造基地合作,这将生产我们的下一代产品,这对于扩大我们的业务规模非常重要。”</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 Crashed Today<blockquote>为什么Rivian股票今天暴跌</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 Crashed Today<blockquote>为什么Rivian股票今天暴跌</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\">2021-12-18 11:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of <a href=\"https://laohu8.com/S/RIVN\"><b>Rivian Automotive</b></a> fell on Friday, following the release of the electric vehicle (EV) upstart's first quarterly results as a public company.</p><p><blockquote>本公司之股份<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian汽车</b></a>在这家电动汽车(EV)新贵发布作为上市公司的第一个季度业绩后,周五股价下跌。</blockquote></p><p> As of 1:50 p.m. ET, Rivian's stock price was down more than 10%.</p><p><blockquote>截至下午1:50美国东部时间,Rivian股价下跌超过10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/76d82e7c5d5ddddfda620c82df2c2d35\" tg-width=\"971\" tg-height=\"643\" width=\"100%\" height=\"auto\">So what</p><p><blockquote>那又怎样</blockquote></p><p> The EV maker delivered the first of its R1T pickup trucks and R1S sport utility vehicles in September and December, respectively. Demand for Rivian's electric vehicles has been strong. Preorders for the R1T climbed to 71,000 as of Dec. 15, up from roughly 48,000 on Sept. 30.</p><p><blockquote>这家电动汽车制造商分别于9月和12月交付了第一批R1T皮卡车和R1S运动型多用途车。对Rivian电动汽车的需求一直很强劲。截至12月15日,R1T的预订量从9月30日的约48,000份攀升至71,000份。</blockquote></p><p> \"We continue to observe a lot of excitement for our brand,\" the company said in a letter to shareholders.</p><p><blockquote>该公司在致股东的一封信中表示:“我们继续观察到我们的品牌令人兴奋。”</blockquote></p><p> However, Rivian is dealing with some supply chain challenges. Management, in turn, expects to fall \"a few hundred vehicles short\" of its production target of 1,200 vehicles in 2021.</p><p><blockquote>然而,Rivian正在应对一些供应链挑战。管理层则预计2021年将比1,200辆的产量目标“少几百辆”。</blockquote></p><p> Moreover, Rivian's losses are mounting as it spends aggressively to ramp up its manufacturing capacity. The company generated an operating loss of $776 million in the third quarter.</p><p><blockquote>此外,随着Rivian大举提高制造能力,其亏损也在不断增加。该公司第三季度营业亏损7.76亿美元。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> CEO RJ Scaringe said Rivian's supply chain bottlenecks are \"solvable problems\" and unlikely to persist. The EV maker plans to invest $5 billion to develop a manufacturing facility in Georgia. Construction is slated to start in mid-2022, while production is targeted to begin in 2024. The new plant is expected to produce up to 400,000 vehicles per year once it's fully operational.</p><p><blockquote>首席执行官RJ Scaringe表示,Rivian的供应链瓶颈是“可以解决的问题”,不太可能持续下去。这家电动汽车制造商计划投资50亿美元在佐治亚州开发一家制造工厂。建设计划于2022年中期开始,生产计划于2024年开始。新工厂全面投入运营后,预计每年可生产多达40万辆汽车。</blockquote></p><p> \"We're happy to partner with Georgia on our new manufacturing site, which will build our next generation of products that are important for scaling our business,\" Rivian Chief People Officer Helen Russell said in a statement.</p><p><blockquote>Rivian首席人力官Helen Russell在一份声明中表示:“我们很高兴与佐治亚州在我们的新制造基地合作,这将生产我们的下一代产品,这对于扩大我们的业务规模非常重要。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/17/why-rivian-stock-crashed-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":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.fool.com/investing/2021/12/17/why-rivian-stock-crashed-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162173930","content_text":"What happened\nShares of Rivian Automotive fell on Friday, following the release of the electric vehicle (EV) upstart's first quarterly results as a public company.\nAs of 1:50 p.m. ET, Rivian's stock price was down more than 10%.\nSo what\nThe EV maker delivered the first of its R1T pickup trucks and R1S sport utility vehicles in September and December, respectively. Demand for Rivian's electric vehicles has been strong. Preorders for the R1T climbed to 71,000 as of Dec. 15, up from roughly 48,000 on Sept. 30.\n\"We continue to observe a lot of excitement for our brand,\" the company said in a letter to shareholders.\nHowever, Rivian is dealing with some supply chain challenges. Management, in turn, expects to fall \"a few hundred vehicles short\" of its production target of 1,200 vehicles in 2021.\nMoreover, Rivian's losses are mounting as it spends aggressively to ramp up its manufacturing capacity. The company generated an operating loss of $776 million in the third quarter.\nNow what\nCEO RJ Scaringe said Rivian's supply chain bottlenecks are \"solvable problems\" and unlikely to persist. The EV maker plans to invest $5 billion to develop a manufacturing facility in Georgia. Construction is slated to start in mid-2022, while production is targeted to begin in 2024. The new plant is expected to produce up to 400,000 vehicles per year once it's fully operational.\n\"We're happy to partner with Georgia on our new manufacturing site, which will build our next generation of products that are important for scaling our business,\" Rivian Chief People Officer Helen Russell said in a statement.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":2164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699093403,"gmtCreate":1639718009098,"gmtModify":1639718230498,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"Great man","listText":"Great man","text":"Great man","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699093403","repostId":"1143279118","repostType":4,"isVote":1,"tweetType":1,"viewCount":2120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699007500,"gmtCreate":1639717569496,"gmtModify":1639717570514,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"Seriously!!!","listText":"Seriously!!!","text":"Seriously!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699007500","repostId":"1156042491","repostType":4,"repost":{"id":"1156042491","kind":"news","pubTimestamp":1639708576,"share":"https://www.laohu8.com/m/news/1156042491?lang=zh_CN&edition=full","pubTime":"2021-12-17 10:36","market":"us","language":"en","title":"Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156042491","media":"Motley Fool","summary":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Adva","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> It's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of <b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%, <b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and <b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四,半导体股陷入恐慌。截至下午4点美国东部时间,股份<b>先进微设备公司</b>(纳斯达克:AMD)已经下跌了5.37%,<b>Qualcomm</b>(纳斯达克:QCOM)下跌5.88%,<b>Skyworks解决方案</b>(纳斯达克:SWKS)的表现尤其糟糕,下跌了8.47%。</blockquote></p><p> I blame <b>Apple</b> for all of the above.</p><p><blockquote>我责怪<b>苹果</b>对于以上所有内容。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>我担心,如今芯片股的投资者只能在糟糕的短期消息和可能更糟糕的长期消息之间做出选择。短期来看,坏消息是这样的:</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at <b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that things had been getting better earlier this month as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having <i>any</i> iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的报告,iPhone 13智能手机在这个假期供不应求<b>KeyBanc资本市场</b>,由苍蝇接力。事实上,自感恩节以来,对这些设备的需求已经超过了供应。尽管有报道称,本月早些时候,随着三角洲COVID-19大流行转变为奥密克戎COVID-19大流行,情况有所好转,但KeyBanc分析师John Vinh现在观察到,他调查的“大多数商店”报告没有<i>任何</i>iPhone 13 Pro或Max手机有货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然,他的结论是,这一消息最终只对AMD、高通和Skyworks等为苹果设备供应芯片的公司是中立的,但中立并不好。虽然在芯片供应紧张的情况下,供应商可能会向苹果收取溢价,但iPhone销量减少在逻辑上仍然意味着用于制造这些苹果产品的芯片减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can design better chips itself than it can buy from third-party chipmakers, creates a longer-term risk of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时,你必须明白,在某个时候,苹果将会因为无法获得它想要的所有芯片而感到不安。这一点,再加上该公司已经证实的信念,即它可以自己设计比从第三方芯片制造商那里购买更好的芯片,这就造成了半导体公司失去苹果(最终失去苹果以外的公司)作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers <b>Broadcom</b> and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面,我们注意到彭博社今天报道说,苹果已经开始招聘擅长制造无线通信芯片的工程师,目的是“最终”取代供应商<b>Broadcom</b>Skyworks采用苹果内部设计的无线芯片。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust <b>Intel</b> as its favored chip supplier last year.</p><p><blockquote>现在,您可能不会认为Skyworks的坏消息一定会影响AMD和高通等公司——而今天,Skyworks<i>是</i>事实上比其他人过得更糟。原因之一:苹果设计自己的无线芯片的决定似乎是导致苹果下台的同一故事的一部分<b>英特尔</b>作为其去年青睐的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是,苹果——最终还有其他公司——可能会决定在内部设计芯片比购买现成的芯片更好。从长远来看,这对所有专注的半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在走下坡路。</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 AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</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 AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</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\">2021-12-17 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> It's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of <b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%, <b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and <b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四,半导体股陷入恐慌。截至下午4点美国东部时间,股份<b>先进微设备公司</b>(纳斯达克:AMD)已经下跌了5.37%,<b>Qualcomm</b>(纳斯达克:QCOM)下跌5.88%,<b>Skyworks解决方案</b>(纳斯达克:SWKS)的表现尤其糟糕,下跌了8.47%。</blockquote></p><p> I blame <b>Apple</b> for all of the above.</p><p><blockquote>我责怪<b>苹果</b>对于以上所有内容。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>我担心,如今芯片股的投资者只能在糟糕的短期消息和可能更糟糕的长期消息之间做出选择。短期来看,坏消息是这样的:</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at <b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that things had been getting better earlier this month as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having <i>any</i> iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的报告,iPhone 13智能手机在这个假期供不应求<b>KeyBanc资本市场</b>,由苍蝇接力。事实上,自感恩节以来,对这些设备的需求已经超过了供应。尽管有报道称,本月早些时候,随着三角洲COVID-19大流行转变为奥密克戎COVID-19大流行,情况有所好转,但KeyBanc分析师John Vinh现在观察到,他调查的“大多数商店”报告没有<i>任何</i>iPhone 13 Pro或Max手机有货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然,他的结论是,这一消息最终只对AMD、高通和Skyworks等为苹果设备供应芯片的公司是中立的,但中立并不好。虽然在芯片供应紧张的情况下,供应商可能会向苹果收取溢价,但iPhone销量减少在逻辑上仍然意味着用于制造这些苹果产品的芯片减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can design better chips itself than it can buy from third-party chipmakers, creates a longer-term risk of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时,你必须明白,在某个时候,苹果将会因为无法获得它想要的所有芯片而感到不安。这一点,再加上该公司已经证实的信念,即它可以自己设计比从第三方芯片制造商那里购买更好的芯片,这就造成了半导体公司失去苹果(最终失去苹果以外的公司)作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers <b>Broadcom</b> and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面,我们注意到彭博社今天报道说,苹果已经开始招聘擅长制造无线通信芯片的工程师,目的是“最终”取代供应商<b>Broadcom</b>Skyworks采用苹果内部设计的无线芯片。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust <b>Intel</b> as its favored chip supplier last year.</p><p><blockquote>现在,您可能不会认为Skyworks的坏消息一定会影响AMD和高通等公司——而今天,Skyworks<i>是</i>事实上比其他人过得更糟。原因之一:苹果设计自己的无线芯片的决定似乎是导致苹果下台的同一故事的一部分<b>英特尔</b>作为其去年青睐的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是,苹果——最终还有其他公司——可能会决定在内部设计芯片比购买现成的芯片更好。从长远来看,这对所有专注的半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在走下坡路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/\">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":{"QCOM":"高通","SWKS":"思佳讯","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156042491","content_text":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Advanced Micro Devices(NASDAQ:AMD)have already lost 5.37%, Qualcomm(NASDAQ:QCOM)is down 5.88%, and Skyworks Solutions(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.\nI blame Apple for all of the above.\nSo what\nInvestors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:\niPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at KeyBanc Capital Markets, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that things had been getting better earlier this month as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having any iPhone 13 Pro or Max phones in stock.\nGranted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.\nNow what\nAt the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can design better chips itself than it can buy from third-party chipmakers, creates a longer-term risk of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.\nIn that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers Broadcom and Skyworks with wireless chips Apple designs in-house.\nNow, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworksisin fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust Intel as its favored chip supplier last year.\nMore and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.\nAnd it's why pretty much everyone associated with the chip industry is going down.","news_type":1,"symbols_score_info":{"AMD":0.9,"SWKS":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":2723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690302632,"gmtCreate":1639628428279,"gmtModify":1639628429301,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"Blackberry are \"those are the days\"","listText":"Blackberry are \"those are the days\"","text":"Blackberry are \"those are the days\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690302632","repostId":"1199047170","repostType":4,"repost":{"id":"1199047170","kind":"news","pubTimestamp":1639621171,"share":"https://www.laohu8.com/m/news/1199047170?lang=zh_CN&edition=full","pubTime":"2021-12-16 10:19","market":"us","language":"en","title":"Blackberry News: The BMW Deal Bouncing BB Stocky<blockquote>黑莓新闻:宝马交易反弹BB Stocky</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199047170","media":"InvestorPlace","summary":"Blackberry(NYSE:BB) stock is on the move Wednesday after announcing a multi-year agreement with Baye","content":"<p><div> Blackberry(NYSE:BB) stock is on the move Wednesday after announcing a multi-year agreement with Bayerische Motoren Werke(OTCMKTS:BMWYY). According to a press release, Blackberry has signed a deal with...</p><p><blockquote><div>黑莓(NYSE:BB)在宣布与Bayerische Motoren Werke(OTCMKTS:BMWYY)达成多年协议后,股价周三上涨。根据新闻稿,黑莓已经签署了一项协议...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/blackberry-news-the-bmw-deal-bouncing-bb-stock-today/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/blackberry-news-the-bmw-deal-bouncing-bb-stock-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>Blackberry News: The BMW Deal Bouncing BB Stocky<blockquote>黑莓新闻:宝马交易反弹BB Stocky</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\">\nBlackberry News: The BMW Deal Bouncing BB Stocky<blockquote>黑莓新闻:宝马交易反弹BB Stocky</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-16 10:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Blackberry(NYSE:BB) stock is on the move Wednesday after announcing a multi-year agreement with Bayerische Motoren Werke(OTCMKTS:BMWYY). According to a press release, Blackberry has signed a deal with...</p><p><blockquote><div>黑莓(NYSE:BB)在宣布与Bayerische Motoren Werke(OTCMKTS:BMWYY)达成多年协议后,股价周三上涨。根据新闻稿,黑莓已经签署了一项协议...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/blackberry-news-the-bmw-deal-bouncing-bb-stock-today/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/blackberry-news-the-bmw-deal-bouncing-bb-stock-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/blackberry-news-the-bmw-deal-bouncing-bb-stock-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":{"BMWYY":"宝马汽车","BB":"黑莓"},"source_url":"https://investorplace.com/2021/12/blackberry-news-the-bmw-deal-bouncing-bb-stock-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199047170","content_text":"Blackberry(NYSE:BB) stock is on the move Wednesday after announcing a multi-year agreement with Bayerische Motoren Werke(OTCMKTS:BMWYY).\nAccording to a press release, Blackberry has signed a deal with BMW that will have the two working together to develop technology for the latter’s next generation of vehicles. That includes the licensing of BB’s QNX tech and sending a support group of engineers to help with vehicle automation plans.\nBlackberry notes that this will have its engineers working on new SAE Level 2/2+ self-driving functions. The goal would be for this to end up in multiple vehicles across different makes and models.\nThe initial news of the BMW deal sent BB stock higher when shares started trading this morning. However, the stock didn’t retain those gains and quickly started to sink back down to its closing price on Tuesday.\nIt’s worth noting that BB is a meme stock, which means it’s often subject to volatility. That’s exacerbated by the fact the shares trade below $10 each. This makes it easier for traders to get into the stock when news like this comes around. That results in it running higher before eventually falling.\nBacking that up is decent trading of BB stock today. The company has seen roughly 9 million shares change hands as of this writing. That’s close to its daily average trading volume of about 9.3 million shares.\nBB stock is up 3.84% as of Wednesday afternoon but is still up 34.69% since the start of the year.","news_type":1,"symbols_score_info":{"BMWYY":0.9,"BB":0.9}},"isVote":1,"tweetType":1,"viewCount":1044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690302123,"gmtCreate":1639628381407,"gmtModify":1639628382446,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"I remembered that's news that Apple is into EV too...","listText":"I remembered that's news that Apple is into EV too...","text":"I remembered that's news that Apple is into EV too...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690302123","repostId":"2191399540","repostType":4,"repost":{"id":"2191399540","kind":"highlight","pubTimestamp":1639624268,"share":"https://www.laohu8.com/m/news/2191399540?lang=zh_CN&edition=full","pubTime":"2021-12-16 11:11","market":"us","language":"en","title":"After a dazzling 2021, Apple and Tesla stocks are expected to be duds in 2022<blockquote>在经历了令人眼花缭乱的2021年之后,苹果和特斯拉的股票预计将在2022年表现不佳</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2191399540","media":"MarketWatch","summary":"Here’s the outlook for the 25 stocks that have contributed more than half of the S&P 500 index’s gai","content":"<p>Here’s the outlook for the 25 stocks that have contributed more than half of the S&P 500 index’s gain this year</p><p><blockquote>以下是今年贡献标普500指数一半以上涨幅的25只股票的前景</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7f9d26b6e333f1a0e3ef46a61239eb7\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>Shares of Apple have returned 32% this year, while Tesla has risen 36%. Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果的股价今年上涨了32%,而特斯拉的股价上涨了36%。盖蒂图片</span></p></blockquote></p><p> A report from Goldman Sachs shows how much of investors’ money is concentrated in only five high-flying stocks. And a screen of the biggest contributors to this year’s excellent performance for the S&P 500 index highlights two that are expected not to perform well in 2022: Apple and Tesla.</p><p><blockquote>高盛的一份报告显示,投资者的资金集中在五只飞涨的股票上。标普500指数今年表现出色的最大贡献者的屏幕突出了两个预计在2022年表现不佳的国家:苹果和特斯拉。</blockquote></p><p> Just five stocks — Microsoft Corp.,Alphabet Inc.,Apple Inc.,Nvidia Corp. and Tesla Inc. — contributed over a third of the S&P 500 Index’s 26% total return for 2021 through Dec. 9, according to analysts at Goldman. And from the end of April through Dec. 9, they contributed 51% of the index’s 13% return.</p><p><blockquote>据分析师称,截至12月9日,苹果指数2021年总回报率为26%,仅五只股票——微软公司、Alphabet公司、特斯拉公司、英伟达公司和标普500公司——就贡献了三分之一以上。高盛。从4月底到12月9日,他们贡献了该指数13%回报的51%。</blockquote></p><p> Moreover, only 25 stocks accounted for 58% of the index’s gains, including reinvested dividends, through Dec. 9, Goldman said. Its list of those stocks is below, along with screens of Wall Street analysts’ expectations for the group as we look ahead to 2022 and 2023.</p><p><blockquote>此外,高盛表示,截至12月9日,包括再投资股息在内,只有25只股票占该指数涨幅的58%。下面是这些股票的列表,以及华尔街分析师对2022年和2023年的预期。</blockquote></p><p> The analysts, led by David Kostin, pointed out that “market breadth has narrowed substantially” over the past several months. In other words, investors have concentrated more of their money (and risk) in the largest tech companies, by market capitalization.</p><p><blockquote>以大卫·科斯汀为首的分析师指出,过去几个月“市场广度大幅缩小”。换句话说,按市值计算,投资者将更多资金(和风险)集中在最大的科技公司。</blockquote></p><p> That said, the Goldman analysts continue to recommend that long-term investors “own high-growth, high-margin stocks.”</p><p><blockquote>尽管如此,高盛分析师继续建议长期投资者“持有高增长、高利润的股票”。</blockquote></p><p> <b>Digging into the 25 biggest contributors to the S&P 500’s returns this year</b></p><p><blockquote><b>挖掘今年标普500回报的25个最大贡献者</b></blockquote></p><p> This list shows each of the 25 stocks and their “contributions” to the gains, expressed in basis points. (A basis point is one 100th of a percent. ) The table also includes pricing information — closing prices as of Dec. 14 with declines from 52-week highs and the dates of those highs.</p><p><blockquote>该列表显示了25只股票及其对收益的“贡献”,以基点表示。(一个基点是百分之一。)该表还包括定价信息——截至12月14日的收盘价,从52周高点下跌,以及这些高点的日期。</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Total return – 2021 through Dec. 9</b></td> <td><b>Contribution to S&P 500’s return for 2021 through Dec. 9 (basis points)</b></td> <td><b>Closing Price – 12/14/21</b></td> <td><b>Decline from 52-week high</b></td> <td><b>Date of 52-week high</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>51%</td> <td>271</td> <td>$328.34</td> <td>-6.1%</td> <td>11/22/2021</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>68%</td> <td>224</td> <td>$2,878.14</td> <td>-4.7%</td> <td>11/19/2021</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>32%</td> <td>217</td> <td>$174.33</td> <td>-4.3%</td> <td>12/13/2021</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>134%</td> <td>137</td> <td>$283.37</td> <td>-18.2%</td> <td>11/22/2021</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>42%</td> <td>71</td> <td>$958.51</td> <td>-22.9%</td> <td>11/04/2021</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>58%</td> <td>52</td> <td>$402.20</td> <td>-4.4%</td> <td>12/06/2021</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>21%</td> <td>43</td> <td>$333.74</td> <td>-13.2%</td> <td>09/01/2021</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>37%</td> <td>39</td> <td>$479.46</td> <td>-0.7%</td> <td>12/14/2021</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>50%</td> <td>36</td> <td>$44.13</td> <td>-9.4%</td> <td>11/03/2021</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>29%</td> <td>36</td> <td>$159.13</td> <td>-8.0%</td> <td>10/25/2021</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>61%</td> <td>34</td> <td>$61.54</td> <td>-7.3%</td> <td>11/08/2021</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>23%</td> <td>32</td> <td>$295.03</td> <td>-0.5%</td> <td>12/14/2021</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>7%</td> <td>31</td> <td>$3,381.83</td> <td>-10.4%</td> <td>07/13/2021</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>47%</td> <td>30</td> <td>$55.54</td> <td>-0.7%</td> <td>12/14/2021</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>67%</td> <td>26</td> <td>$48.89</td> <td>-7.0%</td> <td>11/03/2021</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>47%</td> <td>24</td> <td>$116.22</td> <td>-2.5%</td> <td>12/08/2021</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>76%</td> <td>24</td> <td>$639.48</td> <td>-10.8%</td> <td>11/19/2021</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td><a href=\"https://www.marketwatch.com/investing/stock/LOW?mod=MW_story_quote\" target=\"_blank\">LOW</a></td> <td>63%</td> <td>23</td> <td>$252.46</td> <td>-4.1%</td> <td>12/13/2021</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>44%</td> <td>23</td> <td>$369.73</td> <td>-3.0%</td> <td>12/13/2021</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>37%</td> <td>22</td> <td>$632.11</td> <td>-5.2%</td> <td>11/26/2021</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>40%</td> <td>21</td> <td>$545.34</td> <td>-2.8%</td> <td>12/10/2021</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>36%</td> <td>20</td> <td>$614.91</td> <td>-4.6%</td> <td>12/10/2021</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>26%</td> <td>20</td> <td>$614.86</td> <td>-12.1%</td> <td>11/22/2021</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>44%</td> <td>20</td> <td>$307.70</td> <td>-7.9%</td> <td>09/10/2021</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>46%</td> <td>19</td> <td>$249.38</td> <td>-9.6%</td> <td>08/17/2021</td> </tr> </tbody> </table> Sources: Goldman Sachs, FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>总回报–2021年至12月9日</b></td><td><b>截至12月9日对标普500 2021年回报的贡献(基点)</b></td><td><b>收市价-12/14/21</b></td><td><b>较52周高点下跌</b></td><td><b>52周高点日期</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>51%</td><td>271</td><td>$328.34</td><td>-6.1%</td><td>11/22/2021</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>68%</td><td>224</td><td>$2,878.14</td><td>-4.7%</td><td>11/19/2021</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>32%</td><td>217</td><td>$174.33</td><td>-4.3%</td><td>12/13/2021</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>134%</td><td>137</td><td>$283.37</td><td>-18.2%</td><td>11/22/2021</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>42%</td><td>71</td><td>$958.51</td><td>-22.9%</td><td>11/04/2021</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>58%</td><td>52</td><td>$402.20</td><td>-4.4%</td><td>12/06/2021</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>21%</td><td>43</td><td>$333.74</td><td>-13.2%</td><td>09/01/2021</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>37%</td><td>39</td><td>$479.46</td><td>-0.7%</td><td>12/14/2021</td></tr><tr><td>美国银行</td><td>BAC</td><td>50%</td><td>36</td><td>$44.13</td><td>-9.4%</td><td>11/03/2021</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>29%</td><td>36</td><td>$159.13</td><td>-8.0%</td><td>10/25/2021</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>61%</td><td>34</td><td>$61.54</td><td>-7.3%</td><td>11/08/2021</td></tr><tr><td>伯克希尔哈撒韦公司B类</td><td>BRK</td><td>23%</td><td>32</td><td>$295.03</td><td>-0.5%</td><td>12/14/2021</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>7%</td><td>31</td><td>$3,381.83</td><td>-10.4%</td><td>07/13/2021</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>47%</td><td>30</td><td>$55.54</td><td>-0.7%</td><td>12/14/2021</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>67%</td><td>26</td><td>$48.89</td><td>-7.0%</td><td>11/03/2021</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>47%</td><td>24</td><td>$116.22</td><td>-2.5%</td><td>12/08/2021</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>76%</td><td>24</td><td>$639.48</td><td>-10.8%</td><td>11/19/2021</td></tr><tr><td>劳氏公司。</td><td><a href=\"https://www.marketwatch.com/investing/stock/LOW?mod=MW_story_quote\" target=\"_blank\">低的</a></td><td>63%</td><td>23</td><td>$252.46</td><td>-4.1%</td><td>12/13/2021</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>44%</td><td>23</td><td>$369.73</td><td>-3.0%</td><td>12/13/2021</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>37%</td><td>22</td><td>$632.11</td><td>-5.2%</td><td>11/26/2021</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>40%</td><td>21</td><td>$545.34</td><td>-2.8%</td><td>12/10/2021</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>36%</td><td>20</td><td>$614.91</td><td>-4.6%</td><td>12/10/2021</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>26%</td><td>20</td><td>$614.86</td><td>-12.1%</td><td>11/22/2021</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>44%</td><td>20</td><td>$307.70</td><td>-7.9%</td><td>09/10/2021</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>46%</td><td>19</td><td>$249.38</td><td>-9.6%</td><td>08/17/2021</td></tr></tbody></table>资料来源:高盛、FactSet</blockquote></p><p> <table> <tbody></tbody> </table> We included the declines from 52-week highs through Dec. 14 to illustrate how volatile the stocks of rapidly growing tech giants can be. Shares of Nvidia, for example, were down 18% from the high reached Nov. 22. Tesla has tumbled into bear-market territory three times in 2021 and is down 23% from its high reached Nov. 4.</p><p><blockquote><table><tbody></tbody></table>我们纳入了截至12月14日从52周高点的跌幅,以说明快速增长的科技巨头的股票波动性有多大。例如,英伟达的股价较11月22日触及的高点下跌了18%。特斯拉在2021年已三次跌入熊市区域,较11月4日触及的高点下跌了23%。</blockquote></p><p> Leaving the list in the same order, here are consensus estimates among analysts polled by FactSet for sales (in millions of dollars) for calendar years through 2023, with projected compound annual growth rates (CAGR):</p><p><blockquote>按相同顺序排列,以下是FactSet调查的分析师对2023年之前历年销售额(以百万美元为单位)的一致估计,以及预计的复合年增长率(CAGR):</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Estimated revenue – 2021</b></td> <td><b>Estimated revenue – 2022</b></td> <td><b>Estimated revenue – 2023</b></td> <td><b>Two-year estimated sales CAGR</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>$182,593</td> <td>$210,753</td> <td>$240,396</td> <td>14.7%</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>$254,060</td> <td>$296,677</td> <td>$341,671</td> <td>16.0%</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>$369,729</td> <td>$389,037</td> <td>$413,789</td> <td>5.8%</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>$25,754</td> <td>$31,175</td> <td>$36,380</td> <td>18.9%</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>$51,678</td> <td>$73,183</td> <td>$89,639</td> <td>31.7%</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>$148,615</td> <td>$153,285</td> <td>$158,252</td> <td>3.2%</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>$117,569</td> <td>$139,805</td> <td>$164,737</td> <td>18.4%</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>$286,410</td> <td>$316,412</td> <td>$342,740</td> <td>9.4%</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>$89,268</td> <td>$93,591</td> <td>$99,180</td> <td>5.4%</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>$123,128</td> <td>$123,405</td> <td>$130,270</td> <td>2.9%</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>$294,130</td> <td>$308,304</td> <td>$292,830</td> <td>-0.2%</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>$294,667</td> <td>$294,894</td> <td>$309,287</td> <td>2.5%</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>$470,607</td> <td>$553,097</td> <td>$649,246</td> <td>17.5%</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>$81,333</td> <td>$92,070</td> <td>$72,748</td> <td>-5.4%</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>$76,024</td> <td>$72,048</td> <td>$75,462</td> <td>-0.4%</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>$155,748</td> <td>$168,114</td> <td>$159,898</td> <td>1.3%</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>$10,714</td> <td>$12,980</td> <td>$14,881</td> <td>17.9%</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td>LOW</td> <td>$95,152</td> <td>$97,459</td> <td>$100,080</td> <td>2.6%</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>$52,819</td> <td>$58,906</td> <td>$63,622</td> <td>9.8%</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>$37,210</td> <td>$39,493</td> <td>$42,053</td> <td>6.3%</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>$203,027</td> <td>$222,877</td> <td>$238,794</td> <td>8.5%</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>$27,976</td> <td>$30,877</td> <td>$32,521</td> <td>7.8%</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>$15,957</td> <td>$18,393</td> <td>$21,000</td> <td>14.7%</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>$29,116</td> <td>$30,792</td> <td>$32,437</td> <td>5.5%</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>$27,601</td> <td>$27,774</td> <td>$30,366</td> <td>4.9%</td> </tr> </tbody> </table> Source: FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>预计收入-2021</b></td><td><b>预计收入-2022年</b></td><td><b>预计收入-2023年</b></td><td><b>两年预计销售额复合年增长率</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>$182,593</td><td>$210,753</td><td>$240,396</td><td>14.7%</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>$254,060</td><td>$296,677</td><td>$341,671</td><td>16.0%</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>$369,729</td><td>$389,037</td><td>$413,789</td><td>5.8%</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>$25,754</td><td>$31,175</td><td>$36,380</td><td>18.9%</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>$51,678</td><td>$73,183</td><td>$89,639</td><td>31.7%</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>$148,615</td><td>$153,285</td><td>$158,252</td><td>3.2%</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>$117,569</td><td>$139,805</td><td>$164,737</td><td>18.4%</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>$286,410</td><td>$316,412</td><td>$342,740</td><td>9.4%</td></tr><tr><td>美国银行</td><td>BAC</td><td>$89,268</td><td>$93,591</td><td>$99,180</td><td>5.4%</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>$123,128</td><td>$123,405</td><td>$130,270</td><td>2.9%</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>$294,130</td><td>$308,304</td><td>$292,830</td><td>-0.2%</td></tr><tr><td>伯克希尔哈撒韦公司B级</td><td>BRK</td><td>$294,667</td><td>$294,894</td><td>$309,287</td><td>2.5%</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>$470,607</td><td>$553,097</td><td>$649,246</td><td>17.5%</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>$81,333</td><td>$92,070</td><td>$72,748</td><td>-5.4%</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>$76,024</td><td>$72,048</td><td>$75,462</td><td>-0.4%</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>$155,748</td><td>$168,114</td><td>$159,898</td><td>1.3%</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>$10,714</td><td>$12,980</td><td>$14,881</td><td>17.9%</td></tr><tr><td>劳氏公司。</td><td>低的</td><td>$95,152</td><td>$97,459</td><td>$100,080</td><td>2.6%</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>$52,819</td><td>$58,906</td><td>$63,622</td><td>9.8%</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>$37,210</td><td>$39,493</td><td>$42,053</td><td>6.3%</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>$203,027</td><td>$222,877</td><td>$238,794</td><td>8.5%</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>$27,976</td><td>$30,877</td><td>$32,521</td><td>7.8%</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>$15,957</td><td>$18,393</td><td>$21,000</td><td>14.7%</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>$29,116</td><td>$30,792</td><td>$32,437</td><td>5.5%</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>$27,601</td><td>$27,774</td><td>$30,366</td><td>4.9%</td></tr></tbody></table>来源:FactSet</blockquote></p><p> Here’s another look ahead, this time at earnings-per-share estimates</p><p><blockquote>这是另一个展望,这次是每股收益预期</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Estimated EPS – 2021</b></td> <td><b>Estimated EPS – 2022</b></td> <td><b>Estimated EPS – 2023</b></td> <td><b>Two-year estimated EPS CAGR</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>$8.60</td> <td>$9.85</td> <td>$11.44</td> <td>15.3%</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>$108.65</td> <td>$113.97</td> <td>$130.48</td> <td>9.6%</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>$5.64</td> <td>$5.85</td> <td>$6.27</td> <td>5.4%</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>$4.18</td> <td>$5.08</td> <td>$6.15</td> <td>21.3%</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>$5.99</td> <td>$8.64</td> <td>$11.46</td> <td>38.3%</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>$15.17</td> <td>$16.13</td> <td>$17.30</td> <td>6.8%</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>$13.94</td> <td>$14.24</td> <td>$16.94</td> <td>10.3%</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>$18.84</td> <td>$21.63</td> <td>$24.58</td> <td>14.2%</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>$3.52</td> <td>$3.19</td> <td>$3.63</td> <td>1.5%</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>$14.98</td> <td>$12.03</td> <td>$13.23</td> <td>-6.0%</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>$5.03</td> <td>$5.79</td> <td>$5.59</td> <td>5.4%</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>$11.65</td> <td>$12.63</td> <td>$14.13</td> <td>10.1%</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>$41.31</td> <td>$51.54</td> <td>$76.68</td> <td>36.2%</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>$4.19</td> <td>$5.75</td> <td>$4.87</td> <td>7.8%</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>$4.63</td> <td>$3.72</td> <td>$4.41</td> <td>-2.4%</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>$8.36</td> <td>$9.42</td> <td>$8.78</td> <td>2.5%</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>$10.56</td> <td>$12.51</td> <td>$14.70</td> <td>18.0%</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td>LOW</td> <td>$11.71</td> <td>$12.86</td> <td>$14.40</td> <td>10.9%</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>$9.25</td> <td>$10.48</td> <td>$11.59</td> <td>11.9%</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>$23.45</td> <td>$21.17</td> <td>$23.34</td> <td>-0.2%</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>$11.63</td> <td>$13.06</td> <td>$14.33</td> <td>11.0%</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>$28.83</td> <td>$33.53</td> <td>$36.69</td> <td>12.8%</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>$12.63</td> <td>$14.47</td> <td>$16.88</td> <td>15.6%</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>$9.82</td> <td>$10.16</td> <td>$10.72</td> <td>4.5%</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>$8.02</td> <td>$8.13</td> <td>$9.71</td> <td>10.1%</td> </tr> </tbody> </table> Source: FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>预计每股收益–2021年</b></td><td><b>预计每股收益–2022年</b></td><td><b>预计每股收益-2023年</b></td><td><b>两年预计每股收益复合年增长率</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>$8.60</td><td>$9.85</td><td>$11.44</td><td>15.3%</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>$108.65</td><td>$113.97</td><td>$130.48</td><td>9.6%</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>$5.64</td><td>$5.85</td><td>$6.27</td><td>5.4%</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>$4.18</td><td>$5.08</td><td>$6.15</td><td>21.3%</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>$5.99</td><td>$8.64</td><td>$11.46</td><td>38.3%</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>$15.17</td><td>$16.13</td><td>$17.30</td><td>6.8%</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>$13.94</td><td>$14.24</td><td>$16.94</td><td>10.3%</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>$18.84</td><td>$21.63</td><td>$24.58</td><td>14.2%</td></tr><tr><td>美国银行</td><td>BAC</td><td>$3.52</td><td>$3.19</td><td>$3.63</td><td>1.5%</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>$14.98</td><td>$12.03</td><td>$13.23</td><td>-6.0%</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>$5.03</td><td>$5.79</td><td>$5.59</td><td>5.4%</td></tr><tr><td>伯克希尔哈撒韦公司B类</td><td>BRK</td><td>$11.65</td><td>$12.63</td><td>$14.13</td><td>10.1%</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>$41.31</td><td>$51.54</td><td>$76.68</td><td>36.2%</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>$4.19</td><td>$5.75</td><td>$4.87</td><td>7.8%</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>$4.63</td><td>$3.72</td><td>$4.41</td><td>-2.4%</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>$8.36</td><td>$9.42</td><td>$8.78</td><td>2.5%</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>$10.56</td><td>$12.51</td><td>$14.70</td><td>18.0%</td></tr><tr><td>劳氏公司。</td><td>低的</td><td>$11.71</td><td>$12.86</td><td>$14.40</td><td>10.9%</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>$9.25</td><td>$10.48</td><td>$11.59</td><td>11.9%</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>$23.45</td><td>$21.17</td><td>$23.34</td><td>-0.2%</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>$11.63</td><td>$13.06</td><td>$14.33</td><td>11.0%</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>$28.83</td><td>$33.53</td><td>$36.69</td><td>12.8%</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>$12.63</td><td>$14.47</td><td>$16.88</td><td>15.6%</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>$9.82</td><td>$10.16</td><td>$10.72</td><td>4.5%</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>$8.02</td><td>$8.13</td><td>$9.71</td><td>10.1%</td></tr></tbody></table>来源:FactSet</blockquote></p><p> Here’s a summary of Wall Street analysts’ opinions about the stocks:</p><p><blockquote>以下是华尔街分析师对这些股票的看法摘要:</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Share “buy” ratings</b></td> <td><b>Share neutral ratings</b></td> <td><b>Share “sell” ratings</b></td> <td><b>Closing price – 12/14/21</b></td> <td><b>Consensus price target</b></td> <td><b>Implied 12-month upside potential</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>90%</td> <td>10%</td> <td>0%</td> <td>$328.34</td> <td>$366.41</td> <td>12%</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>94%</td> <td>6%</td> <td>0%</td> <td>$2,878.14</td> <td>$3,333.70</td> <td>16%</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>79%</td> <td>19%</td> <td>2%</td> <td>$174.33</td> <td>$174.35</td> <td>0%</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>81%</td> <td>12%</td> <td>7%</td> <td>$283.37</td> <td>$341.51</td> <td>21%</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>43%</td> <td>30%</td> <td>28%</td> <td>$958.51</td> <td>$860.35</td> <td>-10%</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>65%</td> <td>32%</td> <td>3%</td> <td>$402.20</td> <td>$417.16</td> <td>4%</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>76%</td> <td>22%</td> <td>2%</td> <td>$333.74</td> <td>$398.32</td> <td>19%</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>85%</td> <td>11%</td> <td>4%</td> <td>$479.46</td> <td>$490.88</td> <td>2%</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>64%</td> <td>25%</td> <td>11%</td> <td>$44.13</td> <td>$49.83</td> <td>13%</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>61%</td> <td>32%</td> <td>7%</td> <td>$159.13</td> <td>$179.70</td> <td>13%</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>39%</td> <td>51%</td> <td>10%</td> <td>$61.54</td> <td>$72.97</td> <td>19%</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>43%</td> <td>57%</td> <td>0%</td> <td>$295.03</td> <td>$332.50</td> <td>13%</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>94%</td> <td>6%</td> <td>0%</td> <td>$3,381.83</td> <td>$4,102.98</td> <td>21%</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>38%</td> <td>58%</td> <td>4%</td> <td>$55.54</td> <td>$53.67</td> <td>-3%</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>67%</td> <td>33%</td> <td>0%</td> <td>$48.89</td> <td>$54.90</td> <td>12%</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>68%</td> <td>32%</td> <td>0%</td> <td>$116.22</td> <td>$130.36</td> <td>12%</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>83%</td> <td>13%</td> <td>4%</td> <td>$639.48</td> <td>$756.29</td> <td>18%</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td>LOW</td> <td>73%</td> <td>24%</td> <td>3%</td> <td>$252.46</td> <td>$272.43</td> <td>8%</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>70%</td> <td>26%</td> <td>4%</td> <td>$369.73</td> <td>$383.68</td> <td>4%</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>83%</td> <td>13%</td> <td>4%</td> <td>$632.11</td> <td>$682.47</td> <td>8%</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>59%</td> <td>35%</td> <td>6%</td> <td>$545.34</td> <td>$551.75</td> <td>1%</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>84%</td> <td>13%</td> <td>3%</td> <td>$614.91</td> <td>$682.70</td> <td>11%</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>81%</td> <td>19%</td> <td>0%</td> <td>$614.86</td> <td>$720.69</td> <td>17%</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>82%</td> <td>14%</td> <td>4%</td> <td>$307.70</td> <td>$350.29</td> <td>14%</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>67%</td> <td>28%</td> <td>5%</td> <td>$249.38</td> <td>$279.72</td> <td>12%</td> </tr> </tbody> </table> Source: FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>分享“买入”评级</b></td><td><b>股票中性评级</b></td><td><b>股票“卖出”评级</b></td><td><b>收市价-12/14/21</b></td><td><b>共识价格目标</b></td><td><b>隐含的12个月上涨潜力</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>90%</td><td>10%</td><td>0%</td><td>$328.34</td><td>$366.41</td><td>12%</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>94%</td><td>6%</td><td>0%</td><td>$2,878.14</td><td>$3,333.70</td><td>16%</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>79%</td><td>19%</td><td>2%</td><td>$174.33</td><td>$174.35</td><td>0%</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>81%</td><td>12%</td><td>7%</td><td>$283.37</td><td>$341.51</td><td>21%</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>43%</td><td>30%</td><td>28%</td><td>$958.51</td><td>$860.35</td><td>-10%</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>65%</td><td>32%</td><td>3%</td><td>$402.20</td><td>$417.16</td><td>4%</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>76%</td><td>22%</td><td>2%</td><td>$333.74</td><td>$398.32</td><td>19%</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>85%</td><td>11%</td><td>4%</td><td>$479.46</td><td>$490.88</td><td>2%</td></tr><tr><td>美国银行</td><td>BAC</td><td>64%</td><td>25%</td><td>11%</td><td>$44.13</td><td>$49.83</td><td>13%</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>61%</td><td>32%</td><td>7%</td><td>$159.13</td><td>$179.70</td><td>13%</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>39%</td><td>51%</td><td>10%</td><td>$61.54</td><td>$72.97</td><td>19%</td></tr><tr><td>伯克希尔哈撒韦公司B类</td><td>BRK</td><td>43%</td><td>57%</td><td>0%</td><td>$295.03</td><td>$332.50</td><td>13%</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>94%</td><td>6%</td><td>0%</td><td>$3,381.83</td><td>$4,102.98</td><td>21%</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>38%</td><td>58%</td><td>4%</td><td>$55.54</td><td>$53.67</td><td>-3%</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>67%</td><td>33%</td><td>0%</td><td>$48.89</td><td>$54.90</td><td>12%</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>68%</td><td>32%</td><td>0%</td><td>$116.22</td><td>$130.36</td><td>12%</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>83%</td><td>13%</td><td>4%</td><td>$639.48</td><td>$756.29</td><td>18%</td></tr><tr><td>劳氏公司。</td><td>低的</td><td>73%</td><td>24%</td><td>3%</td><td>$252.46</td><td>$272.43</td><td>8%</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>70%</td><td>26%</td><td>4%</td><td>$369.73</td><td>$383.68</td><td>4%</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>83%</td><td>13%</td><td>4%</td><td>$632.11</td><td>$682.47</td><td>8%</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>59%</td><td>35%</td><td>6%</td><td>$545.34</td><td>$551.75</td><td>1%</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>84%</td><td>13%</td><td>3%</td><td>$614.91</td><td>$682.70</td><td>11%</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>81%</td><td>19%</td><td>0%</td><td>$614.86</td><td>$720.69</td><td>17%</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>82%</td><td>14%</td><td>4%</td><td>$307.70</td><td>$350.29</td><td>14%</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>67%</td><td>28%</td><td>5%</td><td>$249.38</td><td>$279.72</td><td>12%</td></tr></tbody></table>来源:FactSet</blockquote></p><p> Here are six data highlights to consider:</p><p><blockquote>以下是需要考虑的六个数据亮点:</blockquote></p><p></p><p> <ul> <li>Two of this year’s best performers are expected to be poor performers next year, based on the price targets: Apple and Tesla.</li> <li>Apple is expected to show much slower sales and earnings growth than the rest of the top five companies on the list through 2023.</li> <li>Tesla’s expected two-year sales CAGR of 31.7% is by far the highest on the list. But only 43% of analysts polled by FactSet rate the stock a “buy.”</li> <li>Tesla also has the highest expected EPS CAGR through 2023 at 38.3%, but Amazon.com Inc. is right behind, with a projected EPS CAGR of 36.2%. Next on the list by this measure is Nvidia, at 21.3%.</li> <li>From the price targets, Nvidia and Amazon are Wall Street analysts’ favorite stocks on the list, with implied 12-month upside of 21%.</li> <li>Pfizer Inc.’s sales are expected to rise in 2022 but fall in 2023 to a level below that of 2021, according to analysts polled by FactSet. That could reflect expectations that the coronavirus pandemic will be ending.</li> </ul></p><p><blockquote><ul><li>根据价格目标,今年表现最好的两家公司预计明年表现不佳:苹果和特斯拉。</li><li>预计到2023年,苹果的销售额和盈利增长将比榜单前五名中的其他公司慢得多。</li><li>特斯拉预计两年销售额复合年增长率为31.7%,是迄今为止榜单上最高的。但FactSet调查的分析师中只有43%将该股评级为“买入”。</li><li>特斯拉到2023年的预期每股收益复合年增长率也最高,为38.3%,但亚马逊紧随其后,预计每股收益复合年增长率为36.2%。按照这一标准,排名第二的是英伟达,占21.3%。</li><li>从目标价来看,英伟达和亚马逊是华尔街分析师最喜欢的上榜股票,隐含的12个月上涨空间为21%。</li><li>FactSet调查的分析师表示,辉瑞公司的销售额预计将在2022年增长,但在2023年将降至低于2021年的水平。这可能反映了人们对冠状病毒大流行将会结束的预期。</li></ul></blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After a dazzling 2021, Apple and Tesla stocks are expected to be duds in 2022<blockquote>在经历了令人眼花缭乱的2021年之后,苹果和特斯拉的股票预计将在2022年表现不佳</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\">\nAfter a dazzling 2021, Apple and Tesla stocks are expected to be duds in 2022<blockquote>在经历了令人眼花缭乱的2021年之后,苹果和特斯拉的股票预计将在2022年表现不佳</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-16 11:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Here’s the outlook for the 25 stocks that have contributed more than half of the S&P 500 index’s gain this year</p><p><blockquote>以下是今年贡献标普500指数一半以上涨幅的25只股票的前景</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7f9d26b6e333f1a0e3ef46a61239eb7\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>Shares of Apple have returned 32% this year, while Tesla has risen 36%. Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果的股价今年上涨了32%,而特斯拉的股价上涨了36%。盖蒂图片</span></p></blockquote></p><p> A report from Goldman Sachs shows how much of investors’ money is concentrated in only five high-flying stocks. And a screen of the biggest contributors to this year’s excellent performance for the S&P 500 index highlights two that are expected not to perform well in 2022: Apple and Tesla.</p><p><blockquote>高盛的一份报告显示,投资者的资金集中在五只飞涨的股票上。标普500指数今年表现出色的最大贡献者的屏幕突出了两个预计在2022年表现不佳的国家:苹果和特斯拉。</blockquote></p><p> Just five stocks — Microsoft Corp.,Alphabet Inc.,Apple Inc.,Nvidia Corp. and Tesla Inc. — contributed over a third of the S&P 500 Index’s 26% total return for 2021 through Dec. 9, according to analysts at Goldman. And from the end of April through Dec. 9, they contributed 51% of the index’s 13% return.</p><p><blockquote>据分析师称,截至12月9日,苹果指数2021年总回报率为26%,仅五只股票——微软公司、Alphabet公司、特斯拉公司、英伟达公司和标普500公司——就贡献了三分之一以上。高盛。从4月底到12月9日,他们贡献了该指数13%回报的51%。</blockquote></p><p> Moreover, only 25 stocks accounted for 58% of the index’s gains, including reinvested dividends, through Dec. 9, Goldman said. Its list of those stocks is below, along with screens of Wall Street analysts’ expectations for the group as we look ahead to 2022 and 2023.</p><p><blockquote>此外,高盛表示,截至12月9日,包括再投资股息在内,只有25只股票占该指数涨幅的58%。下面是这些股票的列表,以及华尔街分析师对2022年和2023年的预期。</blockquote></p><p> The analysts, led by David Kostin, pointed out that “market breadth has narrowed substantially” over the past several months. In other words, investors have concentrated more of their money (and risk) in the largest tech companies, by market capitalization.</p><p><blockquote>以大卫·科斯汀为首的分析师指出,过去几个月“市场广度大幅缩小”。换句话说,按市值计算,投资者将更多资金(和风险)集中在最大的科技公司。</blockquote></p><p> That said, the Goldman analysts continue to recommend that long-term investors “own high-growth, high-margin stocks.”</p><p><blockquote>尽管如此,高盛分析师继续建议长期投资者“持有高增长、高利润的股票”。</blockquote></p><p> <b>Digging into the 25 biggest contributors to the S&P 500’s returns this year</b></p><p><blockquote><b>挖掘今年标普500回报的25个最大贡献者</b></blockquote></p><p> This list shows each of the 25 stocks and their “contributions” to the gains, expressed in basis points. (A basis point is one 100th of a percent. ) The table also includes pricing information — closing prices as of Dec. 14 with declines from 52-week highs and the dates of those highs.</p><p><blockquote>该列表显示了25只股票及其对收益的“贡献”,以基点表示。(一个基点是百分之一。)该表还包括定价信息——截至12月14日的收盘价,从52周高点下跌,以及这些高点的日期。</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Total return – 2021 through Dec. 9</b></td> <td><b>Contribution to S&P 500’s return for 2021 through Dec. 9 (basis points)</b></td> <td><b>Closing Price – 12/14/21</b></td> <td><b>Decline from 52-week high</b></td> <td><b>Date of 52-week high</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>51%</td> <td>271</td> <td>$328.34</td> <td>-6.1%</td> <td>11/22/2021</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>68%</td> <td>224</td> <td>$2,878.14</td> <td>-4.7%</td> <td>11/19/2021</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>32%</td> <td>217</td> <td>$174.33</td> <td>-4.3%</td> <td>12/13/2021</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>134%</td> <td>137</td> <td>$283.37</td> <td>-18.2%</td> <td>11/22/2021</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>42%</td> <td>71</td> <td>$958.51</td> <td>-22.9%</td> <td>11/04/2021</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>58%</td> <td>52</td> <td>$402.20</td> <td>-4.4%</td> <td>12/06/2021</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>21%</td> <td>43</td> <td>$333.74</td> <td>-13.2%</td> <td>09/01/2021</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>37%</td> <td>39</td> <td>$479.46</td> <td>-0.7%</td> <td>12/14/2021</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>50%</td> <td>36</td> <td>$44.13</td> <td>-9.4%</td> <td>11/03/2021</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>29%</td> <td>36</td> <td>$159.13</td> <td>-8.0%</td> <td>10/25/2021</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>61%</td> <td>34</td> <td>$61.54</td> <td>-7.3%</td> <td>11/08/2021</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>23%</td> <td>32</td> <td>$295.03</td> <td>-0.5%</td> <td>12/14/2021</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>7%</td> <td>31</td> <td>$3,381.83</td> <td>-10.4%</td> <td>07/13/2021</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>47%</td> <td>30</td> <td>$55.54</td> <td>-0.7%</td> <td>12/14/2021</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>67%</td> <td>26</td> <td>$48.89</td> <td>-7.0%</td> <td>11/03/2021</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>47%</td> <td>24</td> <td>$116.22</td> <td>-2.5%</td> <td>12/08/2021</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>76%</td> <td>24</td> <td>$639.48</td> <td>-10.8%</td> <td>11/19/2021</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td><a href=\"https://www.marketwatch.com/investing/stock/LOW?mod=MW_story_quote\" target=\"_blank\">LOW</a></td> <td>63%</td> <td>23</td> <td>$252.46</td> <td>-4.1%</td> <td>12/13/2021</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>44%</td> <td>23</td> <td>$369.73</td> <td>-3.0%</td> <td>12/13/2021</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>37%</td> <td>22</td> <td>$632.11</td> <td>-5.2%</td> <td>11/26/2021</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>40%</td> <td>21</td> <td>$545.34</td> <td>-2.8%</td> <td>12/10/2021</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>36%</td> <td>20</td> <td>$614.91</td> <td>-4.6%</td> <td>12/10/2021</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>26%</td> <td>20</td> <td>$614.86</td> <td>-12.1%</td> <td>11/22/2021</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>44%</td> <td>20</td> <td>$307.70</td> <td>-7.9%</td> <td>09/10/2021</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>46%</td> <td>19</td> <td>$249.38</td> <td>-9.6%</td> <td>08/17/2021</td> </tr> </tbody> </table> Sources: Goldman Sachs, FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>总回报–2021年至12月9日</b></td><td><b>截至12月9日对标普500 2021年回报的贡献(基点)</b></td><td><b>收市价-12/14/21</b></td><td><b>较52周高点下跌</b></td><td><b>52周高点日期</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>51%</td><td>271</td><td>$328.34</td><td>-6.1%</td><td>11/22/2021</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>68%</td><td>224</td><td>$2,878.14</td><td>-4.7%</td><td>11/19/2021</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>32%</td><td>217</td><td>$174.33</td><td>-4.3%</td><td>12/13/2021</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>134%</td><td>137</td><td>$283.37</td><td>-18.2%</td><td>11/22/2021</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>42%</td><td>71</td><td>$958.51</td><td>-22.9%</td><td>11/04/2021</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>58%</td><td>52</td><td>$402.20</td><td>-4.4%</td><td>12/06/2021</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>21%</td><td>43</td><td>$333.74</td><td>-13.2%</td><td>09/01/2021</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>37%</td><td>39</td><td>$479.46</td><td>-0.7%</td><td>12/14/2021</td></tr><tr><td>美国银行</td><td>BAC</td><td>50%</td><td>36</td><td>$44.13</td><td>-9.4%</td><td>11/03/2021</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>29%</td><td>36</td><td>$159.13</td><td>-8.0%</td><td>10/25/2021</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>61%</td><td>34</td><td>$61.54</td><td>-7.3%</td><td>11/08/2021</td></tr><tr><td>伯克希尔哈撒韦公司B类</td><td>BRK</td><td>23%</td><td>32</td><td>$295.03</td><td>-0.5%</td><td>12/14/2021</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>7%</td><td>31</td><td>$3,381.83</td><td>-10.4%</td><td>07/13/2021</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>47%</td><td>30</td><td>$55.54</td><td>-0.7%</td><td>12/14/2021</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>67%</td><td>26</td><td>$48.89</td><td>-7.0%</td><td>11/03/2021</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>47%</td><td>24</td><td>$116.22</td><td>-2.5%</td><td>12/08/2021</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>76%</td><td>24</td><td>$639.48</td><td>-10.8%</td><td>11/19/2021</td></tr><tr><td>劳氏公司。</td><td><a href=\"https://www.marketwatch.com/investing/stock/LOW?mod=MW_story_quote\" target=\"_blank\">低的</a></td><td>63%</td><td>23</td><td>$252.46</td><td>-4.1%</td><td>12/13/2021</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>44%</td><td>23</td><td>$369.73</td><td>-3.0%</td><td>12/13/2021</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>37%</td><td>22</td><td>$632.11</td><td>-5.2%</td><td>11/26/2021</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>40%</td><td>21</td><td>$545.34</td><td>-2.8%</td><td>12/10/2021</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>36%</td><td>20</td><td>$614.91</td><td>-4.6%</td><td>12/10/2021</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>26%</td><td>20</td><td>$614.86</td><td>-12.1%</td><td>11/22/2021</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>44%</td><td>20</td><td>$307.70</td><td>-7.9%</td><td>09/10/2021</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>46%</td><td>19</td><td>$249.38</td><td>-9.6%</td><td>08/17/2021</td></tr></tbody></table>资料来源:高盛、FactSet</blockquote></p><p> <table> <tbody></tbody> </table> We included the declines from 52-week highs through Dec. 14 to illustrate how volatile the stocks of rapidly growing tech giants can be. Shares of Nvidia, for example, were down 18% from the high reached Nov. 22. Tesla has tumbled into bear-market territory three times in 2021 and is down 23% from its high reached Nov. 4.</p><p><blockquote><table><tbody></tbody></table>我们纳入了截至12月14日从52周高点的跌幅,以说明快速增长的科技巨头的股票波动性有多大。例如,英伟达的股价较11月22日触及的高点下跌了18%。特斯拉在2021年已三次跌入熊市区域,较11月4日触及的高点下跌了23%。</blockquote></p><p> Leaving the list in the same order, here are consensus estimates among analysts polled by FactSet for sales (in millions of dollars) for calendar years through 2023, with projected compound annual growth rates (CAGR):</p><p><blockquote>按相同顺序排列,以下是FactSet调查的分析师对2023年之前历年销售额(以百万美元为单位)的一致估计,以及预计的复合年增长率(CAGR):</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Estimated revenue – 2021</b></td> <td><b>Estimated revenue – 2022</b></td> <td><b>Estimated revenue – 2023</b></td> <td><b>Two-year estimated sales CAGR</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>$182,593</td> <td>$210,753</td> <td>$240,396</td> <td>14.7%</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>$254,060</td> <td>$296,677</td> <td>$341,671</td> <td>16.0%</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>$369,729</td> <td>$389,037</td> <td>$413,789</td> <td>5.8%</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>$25,754</td> <td>$31,175</td> <td>$36,380</td> <td>18.9%</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>$51,678</td> <td>$73,183</td> <td>$89,639</td> <td>31.7%</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>$148,615</td> <td>$153,285</td> <td>$158,252</td> <td>3.2%</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>$117,569</td> <td>$139,805</td> <td>$164,737</td> <td>18.4%</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>$286,410</td> <td>$316,412</td> <td>$342,740</td> <td>9.4%</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>$89,268</td> <td>$93,591</td> <td>$99,180</td> <td>5.4%</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>$123,128</td> <td>$123,405</td> <td>$130,270</td> <td>2.9%</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>$294,130</td> <td>$308,304</td> <td>$292,830</td> <td>-0.2%</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>$294,667</td> <td>$294,894</td> <td>$309,287</td> <td>2.5%</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>$470,607</td> <td>$553,097</td> <td>$649,246</td> <td>17.5%</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>$81,333</td> <td>$92,070</td> <td>$72,748</td> <td>-5.4%</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>$76,024</td> <td>$72,048</td> <td>$75,462</td> <td>-0.4%</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>$155,748</td> <td>$168,114</td> <td>$159,898</td> <td>1.3%</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>$10,714</td> <td>$12,980</td> <td>$14,881</td> <td>17.9%</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td>LOW</td> <td>$95,152</td> <td>$97,459</td> <td>$100,080</td> <td>2.6%</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>$52,819</td> <td>$58,906</td> <td>$63,622</td> <td>9.8%</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>$37,210</td> <td>$39,493</td> <td>$42,053</td> <td>6.3%</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>$203,027</td> <td>$222,877</td> <td>$238,794</td> <td>8.5%</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>$27,976</td> <td>$30,877</td> <td>$32,521</td> <td>7.8%</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>$15,957</td> <td>$18,393</td> <td>$21,000</td> <td>14.7%</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>$29,116</td> <td>$30,792</td> <td>$32,437</td> <td>5.5%</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>$27,601</td> <td>$27,774</td> <td>$30,366</td> <td>4.9%</td> </tr> </tbody> </table> Source: FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>预计收入-2021</b></td><td><b>预计收入-2022年</b></td><td><b>预计收入-2023年</b></td><td><b>两年预计销售额复合年增长率</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>$182,593</td><td>$210,753</td><td>$240,396</td><td>14.7%</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>$254,060</td><td>$296,677</td><td>$341,671</td><td>16.0%</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>$369,729</td><td>$389,037</td><td>$413,789</td><td>5.8%</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>$25,754</td><td>$31,175</td><td>$36,380</td><td>18.9%</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>$51,678</td><td>$73,183</td><td>$89,639</td><td>31.7%</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>$148,615</td><td>$153,285</td><td>$158,252</td><td>3.2%</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>$117,569</td><td>$139,805</td><td>$164,737</td><td>18.4%</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>$286,410</td><td>$316,412</td><td>$342,740</td><td>9.4%</td></tr><tr><td>美国银行</td><td>BAC</td><td>$89,268</td><td>$93,591</td><td>$99,180</td><td>5.4%</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>$123,128</td><td>$123,405</td><td>$130,270</td><td>2.9%</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>$294,130</td><td>$308,304</td><td>$292,830</td><td>-0.2%</td></tr><tr><td>伯克希尔哈撒韦公司B级</td><td>BRK</td><td>$294,667</td><td>$294,894</td><td>$309,287</td><td>2.5%</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>$470,607</td><td>$553,097</td><td>$649,246</td><td>17.5%</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>$81,333</td><td>$92,070</td><td>$72,748</td><td>-5.4%</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>$76,024</td><td>$72,048</td><td>$75,462</td><td>-0.4%</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>$155,748</td><td>$168,114</td><td>$159,898</td><td>1.3%</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>$10,714</td><td>$12,980</td><td>$14,881</td><td>17.9%</td></tr><tr><td>劳氏公司。</td><td>低的</td><td>$95,152</td><td>$97,459</td><td>$100,080</td><td>2.6%</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>$52,819</td><td>$58,906</td><td>$63,622</td><td>9.8%</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>$37,210</td><td>$39,493</td><td>$42,053</td><td>6.3%</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>$203,027</td><td>$222,877</td><td>$238,794</td><td>8.5%</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>$27,976</td><td>$30,877</td><td>$32,521</td><td>7.8%</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>$15,957</td><td>$18,393</td><td>$21,000</td><td>14.7%</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>$29,116</td><td>$30,792</td><td>$32,437</td><td>5.5%</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>$27,601</td><td>$27,774</td><td>$30,366</td><td>4.9%</td></tr></tbody></table>来源:FactSet</blockquote></p><p> Here’s another look ahead, this time at earnings-per-share estimates</p><p><blockquote>这是另一个展望,这次是每股收益预期</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Estimated EPS – 2021</b></td> <td><b>Estimated EPS – 2022</b></td> <td><b>Estimated EPS – 2023</b></td> <td><b>Two-year estimated EPS CAGR</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>$8.60</td> <td>$9.85</td> <td>$11.44</td> <td>15.3%</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>$108.65</td> <td>$113.97</td> <td>$130.48</td> <td>9.6%</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>$5.64</td> <td>$5.85</td> <td>$6.27</td> <td>5.4%</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>$4.18</td> <td>$5.08</td> <td>$6.15</td> <td>21.3%</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>$5.99</td> <td>$8.64</td> <td>$11.46</td> <td>38.3%</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>$15.17</td> <td>$16.13</td> <td>$17.30</td> <td>6.8%</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>$13.94</td> <td>$14.24</td> <td>$16.94</td> <td>10.3%</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>$18.84</td> <td>$21.63</td> <td>$24.58</td> <td>14.2%</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>$3.52</td> <td>$3.19</td> <td>$3.63</td> <td>1.5%</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>$14.98</td> <td>$12.03</td> <td>$13.23</td> <td>-6.0%</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>$5.03</td> <td>$5.79</td> <td>$5.59</td> <td>5.4%</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>$11.65</td> <td>$12.63</td> <td>$14.13</td> <td>10.1%</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>$41.31</td> <td>$51.54</td> <td>$76.68</td> <td>36.2%</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>$4.19</td> <td>$5.75</td> <td>$4.87</td> <td>7.8%</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>$4.63</td> <td>$3.72</td> <td>$4.41</td> <td>-2.4%</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>$8.36</td> <td>$9.42</td> <td>$8.78</td> <td>2.5%</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>$10.56</td> <td>$12.51</td> <td>$14.70</td> <td>18.0%</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td>LOW</td> <td>$11.71</td> <td>$12.86</td> <td>$14.40</td> <td>10.9%</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>$9.25</td> <td>$10.48</td> <td>$11.59</td> <td>11.9%</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>$23.45</td> <td>$21.17</td> <td>$23.34</td> <td>-0.2%</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>$11.63</td> <td>$13.06</td> <td>$14.33</td> <td>11.0%</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>$28.83</td> <td>$33.53</td> <td>$36.69</td> <td>12.8%</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>$12.63</td> <td>$14.47</td> <td>$16.88</td> <td>15.6%</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>$9.82</td> <td>$10.16</td> <td>$10.72</td> <td>4.5%</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>$8.02</td> <td>$8.13</td> <td>$9.71</td> <td>10.1%</td> </tr> </tbody> </table> Source: FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>预计每股收益–2021年</b></td><td><b>预计每股收益–2022年</b></td><td><b>预计每股收益-2023年</b></td><td><b>两年预计每股收益复合年增长率</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>$8.60</td><td>$9.85</td><td>$11.44</td><td>15.3%</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>$108.65</td><td>$113.97</td><td>$130.48</td><td>9.6%</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>$5.64</td><td>$5.85</td><td>$6.27</td><td>5.4%</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>$4.18</td><td>$5.08</td><td>$6.15</td><td>21.3%</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>$5.99</td><td>$8.64</td><td>$11.46</td><td>38.3%</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>$15.17</td><td>$16.13</td><td>$17.30</td><td>6.8%</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>$13.94</td><td>$14.24</td><td>$16.94</td><td>10.3%</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>$18.84</td><td>$21.63</td><td>$24.58</td><td>14.2%</td></tr><tr><td>美国银行</td><td>BAC</td><td>$3.52</td><td>$3.19</td><td>$3.63</td><td>1.5%</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>$14.98</td><td>$12.03</td><td>$13.23</td><td>-6.0%</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>$5.03</td><td>$5.79</td><td>$5.59</td><td>5.4%</td></tr><tr><td>伯克希尔哈撒韦公司B类</td><td>BRK</td><td>$11.65</td><td>$12.63</td><td>$14.13</td><td>10.1%</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>$41.31</td><td>$51.54</td><td>$76.68</td><td>36.2%</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>$4.19</td><td>$5.75</td><td>$4.87</td><td>7.8%</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>$4.63</td><td>$3.72</td><td>$4.41</td><td>-2.4%</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>$8.36</td><td>$9.42</td><td>$8.78</td><td>2.5%</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>$10.56</td><td>$12.51</td><td>$14.70</td><td>18.0%</td></tr><tr><td>劳氏公司。</td><td>低的</td><td>$11.71</td><td>$12.86</td><td>$14.40</td><td>10.9%</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>$9.25</td><td>$10.48</td><td>$11.59</td><td>11.9%</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>$23.45</td><td>$21.17</td><td>$23.34</td><td>-0.2%</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>$11.63</td><td>$13.06</td><td>$14.33</td><td>11.0%</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>$28.83</td><td>$33.53</td><td>$36.69</td><td>12.8%</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>$12.63</td><td>$14.47</td><td>$16.88</td><td>15.6%</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>$9.82</td><td>$10.16</td><td>$10.72</td><td>4.5%</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>$8.02</td><td>$8.13</td><td>$9.71</td><td>10.1%</td></tr></tbody></table>来源:FactSet</blockquote></p><p> Here’s a summary of Wall Street analysts’ opinions about the stocks:</p><p><blockquote>以下是华尔街分析师对这些股票的看法摘要:</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Share “buy” ratings</b></td> <td><b>Share neutral ratings</b></td> <td><b>Share “sell” ratings</b></td> <td><b>Closing price – 12/14/21</b></td> <td><b>Consensus price target</b></td> <td><b>Implied 12-month upside potential</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>90%</td> <td>10%</td> <td>0%</td> <td>$328.34</td> <td>$366.41</td> <td>12%</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>94%</td> <td>6%</td> <td>0%</td> <td>$2,878.14</td> <td>$3,333.70</td> <td>16%</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>79%</td> <td>19%</td> <td>2%</td> <td>$174.33</td> <td>$174.35</td> <td>0%</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>81%</td> <td>12%</td> <td>7%</td> <td>$283.37</td> <td>$341.51</td> <td>21%</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>43%</td> <td>30%</td> <td>28%</td> <td>$958.51</td> <td>$860.35</td> <td>-10%</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>65%</td> <td>32%</td> <td>3%</td> <td>$402.20</td> <td>$417.16</td> <td>4%</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>76%</td> <td>22%</td> <td>2%</td> <td>$333.74</td> <td>$398.32</td> <td>19%</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>85%</td> <td>11%</td> <td>4%</td> <td>$479.46</td> <td>$490.88</td> <td>2%</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>64%</td> <td>25%</td> <td>11%</td> <td>$44.13</td> <td>$49.83</td> <td>13%</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>61%</td> <td>32%</td> <td>7%</td> <td>$159.13</td> <td>$179.70</td> <td>13%</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>39%</td> <td>51%</td> <td>10%</td> <td>$61.54</td> <td>$72.97</td> <td>19%</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>43%</td> <td>57%</td> <td>0%</td> <td>$295.03</td> <td>$332.50</td> <td>13%</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>94%</td> <td>6%</td> <td>0%</td> <td>$3,381.83</td> <td>$4,102.98</td> <td>21%</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>38%</td> <td>58%</td> <td>4%</td> <td>$55.54</td> <td>$53.67</td> <td>-3%</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>67%</td> <td>33%</td> <td>0%</td> <td>$48.89</td> <td>$54.90</td> <td>12%</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>68%</td> <td>32%</td> <td>0%</td> <td>$116.22</td> <td>$130.36</td> <td>12%</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>83%</td> <td>13%</td> <td>4%</td> <td>$639.48</td> <td>$756.29</td> <td>18%</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td>LOW</td> <td>73%</td> <td>24%</td> <td>3%</td> <td>$252.46</td> <td>$272.43</td> <td>8%</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>70%</td> <td>26%</td> <td>4%</td> <td>$369.73</td> <td>$383.68</td> <td>4%</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>83%</td> <td>13%</td> <td>4%</td> <td>$632.11</td> <td>$682.47</td> <td>8%</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>59%</td> <td>35%</td> <td>6%</td> <td>$545.34</td> <td>$551.75</td> <td>1%</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>84%</td> <td>13%</td> <td>3%</td> <td>$614.91</td> <td>$682.70</td> <td>11%</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>81%</td> <td>19%</td> <td>0%</td> <td>$614.86</td> <td>$720.69</td> <td>17%</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>82%</td> <td>14%</td> <td>4%</td> <td>$307.70</td> <td>$350.29</td> <td>14%</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>67%</td> <td>28%</td> <td>5%</td> <td>$249.38</td> <td>$279.72</td> <td>12%</td> </tr> </tbody> </table> Source: FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>分享“买入”评级</b></td><td><b>股票中性评级</b></td><td><b>股票“卖出”评级</b></td><td><b>收市价-12/14/21</b></td><td><b>共识价格目标</b></td><td><b>隐含的12个月上涨潜力</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>90%</td><td>10%</td><td>0%</td><td>$328.34</td><td>$366.41</td><td>12%</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>94%</td><td>6%</td><td>0%</td><td>$2,878.14</td><td>$3,333.70</td><td>16%</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>79%</td><td>19%</td><td>2%</td><td>$174.33</td><td>$174.35</td><td>0%</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>81%</td><td>12%</td><td>7%</td><td>$283.37</td><td>$341.51</td><td>21%</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>43%</td><td>30%</td><td>28%</td><td>$958.51</td><td>$860.35</td><td>-10%</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>65%</td><td>32%</td><td>3%</td><td>$402.20</td><td>$417.16</td><td>4%</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>76%</td><td>22%</td><td>2%</td><td>$333.74</td><td>$398.32</td><td>19%</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>85%</td><td>11%</td><td>4%</td><td>$479.46</td><td>$490.88</td><td>2%</td></tr><tr><td>美国银行</td><td>BAC</td><td>64%</td><td>25%</td><td>11%</td><td>$44.13</td><td>$49.83</td><td>13%</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>61%</td><td>32%</td><td>7%</td><td>$159.13</td><td>$179.70</td><td>13%</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>39%</td><td>51%</td><td>10%</td><td>$61.54</td><td>$72.97</td><td>19%</td></tr><tr><td>伯克希尔哈撒韦公司B类</td><td>BRK</td><td>43%</td><td>57%</td><td>0%</td><td>$295.03</td><td>$332.50</td><td>13%</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>94%</td><td>6%</td><td>0%</td><td>$3,381.83</td><td>$4,102.98</td><td>21%</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>38%</td><td>58%</td><td>4%</td><td>$55.54</td><td>$53.67</td><td>-3%</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>67%</td><td>33%</td><td>0%</td><td>$48.89</td><td>$54.90</td><td>12%</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>68%</td><td>32%</td><td>0%</td><td>$116.22</td><td>$130.36</td><td>12%</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>83%</td><td>13%</td><td>4%</td><td>$639.48</td><td>$756.29</td><td>18%</td></tr><tr><td>劳氏公司。</td><td>低的</td><td>73%</td><td>24%</td><td>3%</td><td>$252.46</td><td>$272.43</td><td>8%</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>70%</td><td>26%</td><td>4%</td><td>$369.73</td><td>$383.68</td><td>4%</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>83%</td><td>13%</td><td>4%</td><td>$632.11</td><td>$682.47</td><td>8%</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>59%</td><td>35%</td><td>6%</td><td>$545.34</td><td>$551.75</td><td>1%</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>84%</td><td>13%</td><td>3%</td><td>$614.91</td><td>$682.70</td><td>11%</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>81%</td><td>19%</td><td>0%</td><td>$614.86</td><td>$720.69</td><td>17%</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>82%</td><td>14%</td><td>4%</td><td>$307.70</td><td>$350.29</td><td>14%</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>67%</td><td>28%</td><td>5%</td><td>$249.38</td><td>$279.72</td><td>12%</td></tr></tbody></table>来源:FactSet</blockquote></p><p> Here are six data highlights to consider:</p><p><blockquote>以下是需要考虑的六个数据亮点:</blockquote></p><p></p><p> <ul> <li>Two of this year’s best performers are expected to be poor performers next year, based on the price targets: Apple and Tesla.</li> <li>Apple is expected to show much slower sales and earnings growth than the rest of the top five companies on the list through 2023.</li> <li>Tesla’s expected two-year sales CAGR of 31.7% is by far the highest on the list. But only 43% of analysts polled by FactSet rate the stock a “buy.”</li> <li>Tesla also has the highest expected EPS CAGR through 2023 at 38.3%, but Amazon.com Inc. is right behind, with a projected EPS CAGR of 36.2%. Next on the list by this measure is Nvidia, at 21.3%.</li> <li>From the price targets, Nvidia and Amazon are Wall Street analysts’ favorite stocks on the list, with implied 12-month upside of 21%.</li> <li>Pfizer Inc.’s sales are expected to rise in 2022 but fall in 2023 to a level below that of 2021, according to analysts polled by FactSet. That could reflect expectations that the coronavirus pandemic will be ending.</li> </ul></p><p><blockquote><ul><li>根据价格目标,今年表现最好的两家公司预计明年表现不佳:苹果和特斯拉。</li><li>预计到2023年,苹果的销售额和盈利增长将比榜单前五名中的其他公司慢得多。</li><li>特斯拉预计两年销售额复合年增长率为31.7%,是迄今为止榜单上最高的。但FactSet调查的分析师中只有43%将该股评级为“买入”。</li><li>特斯拉到2023年的预期每股收益复合年增长率也最高,为38.3%,但亚马逊紧随其后,预计每股收益复合年增长率为36.2%。按照这一标准,排名第二的是英伟达,占21.3%。</li><li>从目标价来看,英伟达和亚马逊是华尔街分析师最喜欢的上榜股票,隐含的12个月上涨空间为21%。</li><li>FactSet调查的分析师表示,辉瑞公司的销售额预计将在2022年增长,但在2023年将降至低于2021年的水平。这可能反映了人们对冠状病毒大流行将会结束的预期。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/after-a-dazzling-2021-apple-and-tesla-stocks-are-expected-to-be-duds-in-2022-11639582194?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4501":"段永平概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4099":"汽车制造商","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","AAPL":"苹果","BK4566":"资本集团","BK4505":"高瓴资本持仓","NVDA":"英伟达","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","MSFT":"微软","BK4170":"电脑硬件、储存设备及电脑周边","TSLA":"特斯拉","GOOG":"谷歌","BK4551":"寇图资本持仓","GOOGL":"谷歌A","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.marketwatch.com/story/after-a-dazzling-2021-apple-and-tesla-stocks-are-expected-to-be-duds-in-2022-11639582194?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191399540","content_text":"Here’s the outlook for the 25 stocks that have contributed more than half of the S&P 500 index’s gain this year\nShares of Apple have returned 32% this year, while Tesla has risen 36%. Getty Images\nA report from Goldman Sachs shows how much of investors’ money is concentrated in only five high-flying stocks. And a screen of the biggest contributors to this year’s excellent performance for the S&P 500 index highlights two that are expected not to perform well in 2022: Apple and Tesla.\nJust five stocks — Microsoft Corp.,Alphabet Inc.,Apple Inc.,Nvidia Corp. and Tesla Inc. — contributed over a third of the S&P 500 Index’s 26% total return for 2021 through Dec. 9, according to analysts at Goldman. And from the end of April through Dec. 9, they contributed 51% of the index’s 13% return.\nMoreover, only 25 stocks accounted for 58% of the index’s gains, including reinvested dividends, through Dec. 9, Goldman said. Its list of those stocks is below, along with screens of Wall Street analysts’ expectations for the group as we look ahead to 2022 and 2023.\nThe analysts, led by David Kostin, pointed out that “market breadth has narrowed substantially” over the past several months. In other words, investors have concentrated more of their money (and risk) in the largest tech companies, by market capitalization.\nThat said, the Goldman analysts continue to recommend that long-term investors “own high-growth, high-margin stocks.”\nDigging into the 25 biggest contributors to the S&P 500’s returns this year\nThis list shows each of the 25 stocks and their “contributions” to the gains, expressed in basis points. (A basis point is one 100th of a percent. ) The table also includes pricing information — closing prices as of Dec. 14 with declines from 52-week highs and the dates of those highs.\n\n\n\nCompany\nTicker\nTotal return – 2021 through Dec. 9\nContribution to S&P 500’s return for 2021 through Dec. 9 (basis points)\nClosing Price – 12/14/21\nDecline from 52-week high\nDate of 52-week high\n\n\nMicrosoft Corp.\nMSFT\n51%\n271\n$328.34\n-6.1%\n11/22/2021\n\n\nAlphabet Inc. Class A\nGOOGL\n68%\n224\n$2,878.14\n-4.7%\n11/19/2021\n\n\nApple Inc.\nAAPL\n32%\n217\n$174.33\n-4.3%\n12/13/2021\n\n\nNvidia Corp.\nNVDA\n134%\n137\n$283.37\n-18.2%\n11/22/2021\n\n\nTesla Inc.\nTSLA\n42%\n71\n$958.51\n-22.9%\n11/04/2021\n\n\nHome Depot Inc.\nHD\n58%\n52\n$402.20\n-4.4%\n12/06/2021\n\n\nMeta Platforms Inc. Class A\nFB\n21%\n43\n$333.74\n-13.2%\n09/01/2021\n\n\nUnitedHealth Group Inc.\nUNH\n37%\n39\n$479.46\n-0.7%\n12/14/2021\n\n\nBank of America Corp\nBAC\n50%\n36\n$44.13\n-9.4%\n11/03/2021\n\n\nJPMorgan Chase & Co.\nJPM\n29%\n36\n$159.13\n-8.0%\n10/25/2021\n\n\nExxon Mobil Corp.\nXOM\n61%\n34\n$61.54\n-7.3%\n11/08/2021\n\n\nBerkshire Hathaway Inc. Class B\nBRK\n23%\n32\n$295.03\n-0.5%\n12/14/2021\n\n\nAmazon.com Inc.\nAMZN\n7%\n31\n$3,381.83\n-10.4%\n07/13/2021\n\n\nPfizer Inc.\nPFE\n47%\n30\n$55.54\n-0.7%\n12/14/2021\n\n\nWells Fargo & Co.\nWFC\n67%\n26\n$48.89\n-7.0%\n11/03/2021\n\n\nChevron Corp.\nCVX\n47%\n24\n$116.22\n-2.5%\n12/08/2021\n\n\nIntuit Inc.\nINTU\n76%\n24\n$639.48\n-10.8%\n11/19/2021\n\n\nLowe’s Companies Inc.\nLOW\n63%\n23\n$252.46\n-4.1%\n12/13/2021\n\n\nAccenture Plc Class A\nACN\n44%\n23\n$369.73\n-3.0%\n12/13/2021\n\n\nThermo Fisher Scientific Inc.\nTMO\n37%\n22\n$632.11\n-5.2%\n11/26/2021\n\n\nCostco Wholesale Corp.\nCOST\n40%\n21\n$545.34\n-2.8%\n12/10/2021\n\n\nBroadcom Inc.\nAVGO\n36%\n20\n$614.91\n-4.6%\n12/10/2021\n\n\nAdobe Inc.\nADBE\n26%\n20\n$614.86\n-12.1%\n11/22/2021\n\n\nDanaher Corp.\nDHR\n44%\n20\n$307.70\n-7.9%\n09/10/2021\n\n\nEli Lilly and Co.\nLLY\n46%\n19\n$249.38\n-9.6%\n08/17/2021\n\n\n\nSources: Goldman Sachs, FactSet\n\n\n\nWe included the declines from 52-week highs through Dec. 14 to illustrate how volatile the stocks of rapidly growing tech giants can be. Shares of Nvidia, for example, were down 18% from the high reached Nov. 22. Tesla has tumbled into bear-market territory three times in 2021 and is down 23% from its high reached Nov. 4.\nLeaving the list in the same order, here are consensus estimates among analysts polled by FactSet for sales (in millions of dollars) for calendar years through 2023, with projected compound annual growth rates (CAGR):\n\n\n\nCompany\nTicker\nEstimated revenue – 2021\nEstimated revenue – 2022\nEstimated revenue – 2023\nTwo-year estimated sales CAGR\n\n\nMicrosoft Corp.\nMSFT\n$182,593\n$210,753\n$240,396\n14.7%\n\n\nAlphabet Inc. Class A\nGOOGL\n$254,060\n$296,677\n$341,671\n16.0%\n\n\nApple Inc.\nAAPL\n$369,729\n$389,037\n$413,789\n5.8%\n\n\nNvidia Corp.\nNVDA\n$25,754\n$31,175\n$36,380\n18.9%\n\n\nTesla Inc.\nTSLA\n$51,678\n$73,183\n$89,639\n31.7%\n\n\nHome Depot Inc.\nHD\n$148,615\n$153,285\n$158,252\n3.2%\n\n\nMeta Platforms Inc. Class A\nFB\n$117,569\n$139,805\n$164,737\n18.4%\n\n\nUnitedHealth Group Inc.\nUNH\n$286,410\n$316,412\n$342,740\n9.4%\n\n\nBank of America Corp\nBAC\n$89,268\n$93,591\n$99,180\n5.4%\n\n\nJPMorgan Chase & Co.\nJPM\n$123,128\n$123,405\n$130,270\n2.9%\n\n\nExxon Mobil Corp.\nXOM\n$294,130\n$308,304\n$292,830\n-0.2%\n\n\nBerkshire Hathaway Inc. Class B\nBRK\n$294,667\n$294,894\n$309,287\n2.5%\n\n\nAmazon.com Inc.\nAMZN\n$470,607\n$553,097\n$649,246\n17.5%\n\n\nPfizer Inc.\nPFE\n$81,333\n$92,070\n$72,748\n-5.4%\n\n\nWells Fargo & Co.\nWFC\n$76,024\n$72,048\n$75,462\n-0.4%\n\n\nChevron Corp.\nCVX\n$155,748\n$168,114\n$159,898\n1.3%\n\n\nIntuit Inc.\nINTU\n$10,714\n$12,980\n$14,881\n17.9%\n\n\nLowe’s Companies Inc.\nLOW\n$95,152\n$97,459\n$100,080\n2.6%\n\n\nAccenture Plc Class A\nACN\n$52,819\n$58,906\n$63,622\n9.8%\n\n\nThermo Fisher Scientific Inc.\nTMO\n$37,210\n$39,493\n$42,053\n6.3%\n\n\nCostco Wholesale Corp.\nCOST\n$203,027\n$222,877\n$238,794\n8.5%\n\n\nBroadcom Inc.\nAVGO\n$27,976\n$30,877\n$32,521\n7.8%\n\n\nAdobe Inc.\nADBE\n$15,957\n$18,393\n$21,000\n14.7%\n\n\nDanaher Corp.\nDHR\n$29,116\n$30,792\n$32,437\n5.5%\n\n\nEli Lilly and Co.\nLLY\n$27,601\n$27,774\n$30,366\n4.9%\n\n\n\nSource: FactSet\nHere’s another look ahead, this time at earnings-per-share estimates\n\n\n\nCompany\nTicker\nEstimated EPS – 2021\nEstimated EPS – 2022\nEstimated EPS – 2023\nTwo-year estimated EPS CAGR\n\n\nMicrosoft Corp.\nMSFT\n$8.60\n$9.85\n$11.44\n15.3%\n\n\nAlphabet Inc. Class A\nGOOGL\n$108.65\n$113.97\n$130.48\n9.6%\n\n\nApple Inc.\nAAPL\n$5.64\n$5.85\n$6.27\n5.4%\n\n\nNvidia Corp.\nNVDA\n$4.18\n$5.08\n$6.15\n21.3%\n\n\nTesla Inc.\nTSLA\n$5.99\n$8.64\n$11.46\n38.3%\n\n\nHome Depot Inc.\nHD\n$15.17\n$16.13\n$17.30\n6.8%\n\n\nMeta Platforms Inc. Class A\nFB\n$13.94\n$14.24\n$16.94\n10.3%\n\n\nUnitedHealth Group Inc.\nUNH\n$18.84\n$21.63\n$24.58\n14.2%\n\n\nBank of America Corp\nBAC\n$3.52\n$3.19\n$3.63\n1.5%\n\n\nJPMorgan Chase & Co.\nJPM\n$14.98\n$12.03\n$13.23\n-6.0%\n\n\nExxon Mobil Corp.\nXOM\n$5.03\n$5.79\n$5.59\n5.4%\n\n\nBerkshire Hathaway Inc. Class B\nBRK\n$11.65\n$12.63\n$14.13\n10.1%\n\n\nAmazon.com Inc.\nAMZN\n$41.31\n$51.54\n$76.68\n36.2%\n\n\nPfizer Inc.\nPFE\n$4.19\n$5.75\n$4.87\n7.8%\n\n\nWells Fargo & Co.\nWFC\n$4.63\n$3.72\n$4.41\n-2.4%\n\n\nChevron Corp.\nCVX\n$8.36\n$9.42\n$8.78\n2.5%\n\n\nIntuit Inc.\nINTU\n$10.56\n$12.51\n$14.70\n18.0%\n\n\nLowe’s Companies Inc.\nLOW\n$11.71\n$12.86\n$14.40\n10.9%\n\n\nAccenture Plc Class A\nACN\n$9.25\n$10.48\n$11.59\n11.9%\n\n\nThermo Fisher Scientific Inc.\nTMO\n$23.45\n$21.17\n$23.34\n-0.2%\n\n\nCostco Wholesale Corp.\nCOST\n$11.63\n$13.06\n$14.33\n11.0%\n\n\nBroadcom Inc.\nAVGO\n$28.83\n$33.53\n$36.69\n12.8%\n\n\nAdobe Inc.\nADBE\n$12.63\n$14.47\n$16.88\n15.6%\n\n\nDanaher Corp.\nDHR\n$9.82\n$10.16\n$10.72\n4.5%\n\n\nEli Lilly and Co.\nLLY\n$8.02\n$8.13\n$9.71\n10.1%\n\n\n\nSource: FactSet\nHere’s a summary of Wall Street analysts’ opinions about the stocks:\n\n\n\nCompany\nTicker\nShare “buy” ratings\nShare neutral ratings\nShare “sell” ratings\nClosing price – 12/14/21\nConsensus price target\nImplied 12-month upside potential\n\n\nMicrosoft Corp.\nMSFT\n90%\n10%\n0%\n$328.34\n$366.41\n12%\n\n\nAlphabet Inc. Class A\nGOOGL\n94%\n6%\n0%\n$2,878.14\n$3,333.70\n16%\n\n\nApple Inc.\nAAPL\n79%\n19%\n2%\n$174.33\n$174.35\n0%\n\n\nNvidia Corp.\nNVDA\n81%\n12%\n7%\n$283.37\n$341.51\n21%\n\n\nTesla Inc.\nTSLA\n43%\n30%\n28%\n$958.51\n$860.35\n-10%\n\n\nHome Depot Inc.\nHD\n65%\n32%\n3%\n$402.20\n$417.16\n4%\n\n\nMeta Platforms Inc. Class A\nFB\n76%\n22%\n2%\n$333.74\n$398.32\n19%\n\n\nUnitedHealth Group Inc.\nUNH\n85%\n11%\n4%\n$479.46\n$490.88\n2%\n\n\nBank of America Corp\nBAC\n64%\n25%\n11%\n$44.13\n$49.83\n13%\n\n\nJPMorgan Chase & Co.\nJPM\n61%\n32%\n7%\n$159.13\n$179.70\n13%\n\n\nExxon Mobil Corp.\nXOM\n39%\n51%\n10%\n$61.54\n$72.97\n19%\n\n\nBerkshire Hathaway Inc. Class B\nBRK\n43%\n57%\n0%\n$295.03\n$332.50\n13%\n\n\nAmazon.com Inc.\nAMZN\n94%\n6%\n0%\n$3,381.83\n$4,102.98\n21%\n\n\nPfizer Inc.\nPFE\n38%\n58%\n4%\n$55.54\n$53.67\n-3%\n\n\nWells Fargo & Co.\nWFC\n67%\n33%\n0%\n$48.89\n$54.90\n12%\n\n\nChevron Corp.\nCVX\n68%\n32%\n0%\n$116.22\n$130.36\n12%\n\n\nIntuit Inc.\nINTU\n83%\n13%\n4%\n$639.48\n$756.29\n18%\n\n\nLowe’s Companies Inc.\nLOW\n73%\n24%\n3%\n$252.46\n$272.43\n8%\n\n\nAccenture Plc Class A\nACN\n70%\n26%\n4%\n$369.73\n$383.68\n4%\n\n\nThermo Fisher Scientific Inc.\nTMO\n83%\n13%\n4%\n$632.11\n$682.47\n8%\n\n\nCostco Wholesale Corp.\nCOST\n59%\n35%\n6%\n$545.34\n$551.75\n1%\n\n\nBroadcom Inc.\nAVGO\n84%\n13%\n3%\n$614.91\n$682.70\n11%\n\n\nAdobe Inc.\nADBE\n81%\n19%\n0%\n$614.86\n$720.69\n17%\n\n\nDanaher Corp.\nDHR\n82%\n14%\n4%\n$307.70\n$350.29\n14%\n\n\nEli Lilly and Co.\nLLY\n67%\n28%\n5%\n$249.38\n$279.72\n12%\n\n\n\nSource: FactSet\nHere are six data highlights to consider:\n\nTwo of this year’s best performers are expected to be poor performers next year, based on the price targets: Apple and Tesla.\nApple is expected to show much slower sales and earnings growth than the rest of the top five companies on the list through 2023.\nTesla’s expected two-year sales CAGR of 31.7% is by far the highest on the list. But only 43% of analysts polled by FactSet rate the stock a “buy.”\nTesla also has the highest expected EPS CAGR through 2023 at 38.3%, but Amazon.com Inc. is right behind, with a projected EPS CAGR of 36.2%. Next on the list by this measure is Nvidia, at 21.3%.\nFrom the price targets, Nvidia and Amazon are Wall Street analysts’ favorite stocks on the list, with implied 12-month upside of 21%.\nPfizer Inc.’s sales are expected to rise in 2022 but fall in 2023 to a level below that of 2021, according to analysts polled by FactSet. That could reflect expectations that the coronavirus pandemic will be ending.","news_type":1,"symbols_score_info":{"GOOG":0.9,"MSFT":0.9,"AAPL":0.9,"GOOGL":0.9,"TSLA":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607245961,"gmtCreate":1639552757148,"gmtModify":1639552758152,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"Is this good or bad news?","listText":"Is this good or bad news?","text":"Is this good or bad news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607245961","repostId":"1129053160","repostType":2,"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605759071,"gmtCreate":1639269895910,"gmtModify":1639269896937,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"Does it matters to us ? So long NIO and Tesla keep the momentum...ya !!!","listText":"Does it matters to us ? So long NIO and Tesla keep the momentum...ya !!!","text":"Does it matters to us ? So long NIO and Tesla keep the momentum...ya !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605759071","repostId":"1151890002","repostType":4,"repost":{"id":"1151890002","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639147684,"share":"https://www.laohu8.com/m/news/1151890002?lang=zh_CN&edition=full","pubTime":"2021-12-10 22:48","market":"us","language":"en","title":"EV stocks mixed in morning trading<blockquote>电动汽车股早盘涨跌互现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151890002","media":"Tiger Newspress","summary":"EV stocks mixed in morning trading.Lucid,Faraday Future,Nio,Li Auto and Sono Group climbed between 1","content":"<p>EV stocks mixed in morning trading.Lucid,Faraday Future,Nio,Li Auto and Sono Group climbed between 1% and 4%.Tesla and NIO fell about 2%.</p><p><blockquote>电动汽车股早盘涨跌互现。Lucid、法拉第未来、蔚来、理想汽车和索诺集团上涨1%至4%。特斯拉和蔚来下跌约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f346fee60459b75b81de3dee1b7ff60\" tg-width=\"412\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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Happy investing :)","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>Not a financial adviser, do your own research and diligent. Happy investing :)","text":"$SoFi Technologies Inc.(SOFI)$Not a financial adviser, do your own research and diligent. Happy investing :)","images":[{"img":"https://static.tigerbbs.com/964dcb46f3ba13ee7110577397f69e00","width":"1080","height":"2244"},{"img":"https://static.tigerbbs.com/7b81bb9e31655a05cbe2276166805eb6","width":"1080","height":"2244"},{"img":"https://static.tigerbbs.com/778212ff9baf67cf7bb0f822240909f3","width":"1080","height":"2244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605558139","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605865607,"gmtCreate":1639146087921,"gmtModify":1639146089006,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"All the way//<a href=\"https://laohu8.com/U/3578567927092479\">@Tazjonz</a>: Up up there 👆 ","listText":"All the way//<a href=\"https://laohu8.com/U/3578567927092479\">@Tazjonz</a>: Up up there 👆 ","text":"All the way//@Tazjonz: Up up there 👆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605865607","repostId":"1160142374","repostType":4,"repost":{"id":"1160142374","kind":"news","pubTimestamp":1639144465,"share":"https://www.laohu8.com/m/news/1160142374?lang=zh_CN&edition=full","pubTime":"2021-12-10 21:54","market":"us","language":"en","title":"Can Apple Stock Climb Another 45%? What History Says<blockquote>苹果股价能否再上涨45%?历史怎么说</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160142374","media":"TheStreet","summary":"As it breaches $2.9 trillion market cap for the first time ever, Apple stock has produced 45% gains in the past year. Should investors expect similar performance over the next 12 months?Apple stock has surpassed $2.9 trillion market cap for the first time, and investors celebrate outstanding one-year returns of around 45%. Since the start of the iPhone era , AAPL has produced very solid, but still lower average one-year gains of 36%.Now, shareholders look forward. Is it reasonable to expect AAPL","content":"<p>As it breaches $2.9 trillion market cap for the first time ever, Apple stock has produced 45% gains in the past year. Should investors expect similar performance over the next 12 months?</p><p><blockquote>苹果股价首次突破2.9万亿美元市值,去年上涨了45%。投资者是否应该期待未来12个月的类似表现?</blockquote></p><p> Apple stock has surpassed $2.9 trillion market cap for the first time, and investors celebrate outstanding one-year returns of around 45%. Since the start of the iPhone era (i.e. 2007 to present), AAPL has produced very solid, but still lower average one-year gains of 36%.</p><p><blockquote>苹果股票市值首次超过2.9万亿美元,投资者庆祝45%左右的出色一年回报率。自iPhone时代开始(即2007年至今)以来,AAPL的平均一年涨幅非常稳健,但仍较低,为36%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e746370f51d8b99a1b176c6863eb1b1\" tg-width=\"1240\" tg-height=\"696\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple store in Chongqing, China.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:苹果店。</span></p></blockquote></p><p> Now, shareholders look forward. Is it reasonable to expect AAPL stock to climb another 45% until the end of 2022? Today, the Apple Maven sets aside business fundamentals for a moment and looks at what history has to say about this question.</p><p><blockquote>现在,股东们满怀期待。预计AAPL股价到2022年底将再上涨45%是否合理?今天,这位苹果专家暂时抛开商业基本面,看看历史对这个问题的看法。</blockquote></p><p> <b>What to expect of AAPL</b></p><p><blockquote><b>对AAPL有何期待</b></blockquote></p><p> I have written plenty about how Wall Street experts have recently taken sides on Apple stock. On the one hand,bulls see a strong holiday quarter of sales and growth opportunities in 2022. On the other hand, a few bears think that AAPL could be overpriced by nearly 20% due to slowing growth in a post-pandemic environment and shorter lead times on iPhones.</p><p><blockquote>我已经写了很多关于华尔街专家最近如何对苹果股票采取立场的文章。一方面,多头看到了2022年强劲的假日季度销售和增长机会。另一方面,一些看空者认为,由于大流行后环境下增长放缓以及iPhone交货时间缩短,AAPL的定价可能会过高近20%。</blockquote></p><p> But to understand if Apple shares could climb another 45% in the next 12 months, I turn to historical share price behavior. The gains observed in the past year may look outsized vs. the S&P 500’s historical performance. But they are fairly standard for a stock like AAPL.</p><p><blockquote>但为了了解苹果股价是否能在未来12个月内再上涨45%,我求助于历史股价行为。与标普500的历史表现相比,过去一年观察到的涨幅可能看起来过大。但对于像AAPL这样的股票来说,它们是相当标准的。</blockquote></p><p> The chart below shows the average gains produced by holding AAPL for 12 months, since the launch year of the first iPhone model. If the stock were bought on any given day, returns would have been 36%. If bought within 5% of peak prices, gains would have been much lower: 25%.</p><p><blockquote>下图显示了自第一款iPhone机型推出以来,持有AAPL 12个月所产生的平均收益。如果在任何一天购买该股票,回报率将为36%。如果在峰值价格的5%以内买入,收益会低得多:25%。</blockquote></p><p> Notice that the outsized gains earned from holding Apple stock for a year tend to come from buying shares after a steep 20%-plus drawdown. The last one happened in September 2020, and the previous one had been during the initial COVID-19 bear market.</p><p><blockquote>请注意,持有苹果股票一年所获得的巨大收益往往来自于在大幅下跌20%以上后购买股票。上一次发生在2020年9月,上一次发生在最初的COVID-19熊市期间。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfdba2437dc07efd8b0ae81f1b68a9ac\" tg-width=\"845\" tg-height=\"484\" width=\"100%\" height=\"auto\"><span>Figure 2: Average 1-year gains in AAPL since 2007.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:AAPL自2007年以来的平均1年涨幅。</span></p></blockquote></p><p> The chart above reinforces the idea that buying AAPL near peaks, as is the case today, has historically led to below average returns. Of course, these averages have still been much better than what an investor would have earned from buying and holding a diversified basket of stocks, like the S&P 500 or even the Nasdaq.</p><p><blockquote>上图强化了这样一种观点,即在接近峰值时买入AAPL(就像今天的情况一样)历来会导致低于平均水平的回报。当然,这些平均值仍然比投资者购买和持有一篮子多元化股票(例如标普500甚至纳斯达克)所获得的收益要好得多。</blockquote></p><p> Averages only tell part of a story. Equally important, the range of outcomes has been very wide. For instance, buying AAPL near a peak in December 2007 would have resulted in massive loss of -57% over the following year. On the other hand, buying near the peak in January of the same year would have resulted in an impressive one-year gain of +128%.</p><p><blockquote>平均值只能说明故事的一部分。同样重要的是,结果的范围非常广泛。例如,在2007年12月接近峰值时买入AAPL将导致次年亏损-57%。另一方面,在同年1月接近峰值时买入会带来+128%的令人印象深刻的一年涨幅。</blockquote></p><p> Below is the distribution (histogram) of one-year returns in AAPL, when shares are bought near peaks. Again, the range of outcomes has been very wide. That said, typical gains have been roughly in the 20%-to-30% territory.</p><p><blockquote>下面是AAPL一年回报率的分布(直方图),当时股票在接近峰值时购买。同样,结果的范围非常广泛。也就是说,典型的涨幅约为20%至30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ad9d93eed25fc47e9b5d7f45d4b354d\" tg-width=\"862\" tg-height=\"528\" width=\"100%\" height=\"auto\"><span>Figure 3: Distribution of 1-year returns in AAPL, near peaks.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3:AAPL的1年回报率分布,接近峰值。</span></p></blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> Can AAPL rise another 45% in the next year? It sure can, even off its current peak levels. In fact, Apple shares have, in rare cases, more than doubled in price in 12 months even after trading near all-time highs.</p><p><blockquote>AAPL未来一年能否再涨45%?它当然可以,即使低于目前的峰值水平。事实上,在极少数情况下,苹果股价在12个月内上涨了一倍多,即使交易价格接近历史高点。</blockquote></p><p> However, for the sake of being conservative, I don’t think that investors should bet on something like it happening next. I think that more modest gains of 20% to 30% through December 2022, if reached, would already be considered outstanding.</p><p><blockquote>然而,为了保守起见,我认为投资者不应该押注类似的事情接下来会发生。我认为,到2022年12月,如果达到20%至30%的温和涨幅,就已经被认为是出色的。</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>Can Apple Stock Climb Another 45%? What History Says<blockquote>苹果股价能否再上涨45%?历史怎么说</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\">\nCan Apple Stock Climb Another 45%? What History Says<blockquote>苹果股价能否再上涨45%?历史怎么说</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-10 21:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As it breaches $2.9 trillion market cap for the first time ever, Apple stock has produced 45% gains in the past year. Should investors expect similar performance over the next 12 months?</p><p><blockquote>苹果股价首次突破2.9万亿美元市值,去年上涨了45%。投资者是否应该期待未来12个月的类似表现?</blockquote></p><p> Apple stock has surpassed $2.9 trillion market cap for the first time, and investors celebrate outstanding one-year returns of around 45%. Since the start of the iPhone era (i.e. 2007 to present), AAPL has produced very solid, but still lower average one-year gains of 36%.</p><p><blockquote>苹果股票市值首次超过2.9万亿美元,投资者庆祝45%左右的出色一年回报率。自iPhone时代开始(即2007年至今)以来,AAPL的平均一年涨幅非常稳健,但仍较低,为36%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e746370f51d8b99a1b176c6863eb1b1\" tg-width=\"1240\" tg-height=\"696\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple store in Chongqing, China.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:苹果店。</span></p></blockquote></p><p> Now, shareholders look forward. Is it reasonable to expect AAPL stock to climb another 45% until the end of 2022? Today, the Apple Maven sets aside business fundamentals for a moment and looks at what history has to say about this question.</p><p><blockquote>现在,股东们满怀期待。预计AAPL股价到2022年底将再上涨45%是否合理?今天,这位苹果专家暂时抛开商业基本面,看看历史对这个问题的看法。</blockquote></p><p> <b>What to expect of AAPL</b></p><p><blockquote><b>对AAPL有何期待</b></blockquote></p><p> I have written plenty about how Wall Street experts have recently taken sides on Apple stock. On the one hand,bulls see a strong holiday quarter of sales and growth opportunities in 2022. On the other hand, a few bears think that AAPL could be overpriced by nearly 20% due to slowing growth in a post-pandemic environment and shorter lead times on iPhones.</p><p><blockquote>我已经写了很多关于华尔街专家最近如何对苹果股票采取立场的文章。一方面,多头看到了2022年强劲的假日季度销售和增长机会。另一方面,一些看空者认为,由于大流行后环境下增长放缓以及iPhone交货时间缩短,AAPL的定价可能会过高近20%。</blockquote></p><p> But to understand if Apple shares could climb another 45% in the next 12 months, I turn to historical share price behavior. The gains observed in the past year may look outsized vs. the S&P 500’s historical performance. But they are fairly standard for a stock like AAPL.</p><p><blockquote>但为了了解苹果股价是否能在未来12个月内再上涨45%,我求助于历史股价行为。与标普500的历史表现相比,过去一年观察到的涨幅可能看起来过大。但对于像AAPL这样的股票来说,它们是相当标准的。</blockquote></p><p> The chart below shows the average gains produced by holding AAPL for 12 months, since the launch year of the first iPhone model. If the stock were bought on any given day, returns would have been 36%. If bought within 5% of peak prices, gains would have been much lower: 25%.</p><p><blockquote>下图显示了自第一款iPhone机型推出以来,持有AAPL 12个月所产生的平均收益。如果在任何一天购买该股票,回报率将为36%。如果在峰值价格的5%以内买入,收益会低得多:25%。</blockquote></p><p> Notice that the outsized gains earned from holding Apple stock for a year tend to come from buying shares after a steep 20%-plus drawdown. The last one happened in September 2020, and the previous one had been during the initial COVID-19 bear market.</p><p><blockquote>请注意,持有苹果股票一年所获得的巨大收益往往来自于在大幅下跌20%以上后购买股票。上一次发生在2020年9月,上一次发生在最初的COVID-19熊市期间。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfdba2437dc07efd8b0ae81f1b68a9ac\" tg-width=\"845\" tg-height=\"484\" width=\"100%\" height=\"auto\"><span>Figure 2: Average 1-year gains in AAPL since 2007.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:AAPL自2007年以来的平均1年涨幅。</span></p></blockquote></p><p> The chart above reinforces the idea that buying AAPL near peaks, as is the case today, has historically led to below average returns. Of course, these averages have still been much better than what an investor would have earned from buying and holding a diversified basket of stocks, like the S&P 500 or even the Nasdaq.</p><p><blockquote>上图强化了这样一种观点,即在接近峰值时买入AAPL(就像今天的情况一样)历来会导致低于平均水平的回报。当然,这些平均值仍然比投资者购买和持有一篮子多元化股票(例如标普500甚至纳斯达克)所获得的收益要好得多。</blockquote></p><p> Averages only tell part of a story. Equally important, the range of outcomes has been very wide. For instance, buying AAPL near a peak in December 2007 would have resulted in massive loss of -57% over the following year. On the other hand, buying near the peak in January of the same year would have resulted in an impressive one-year gain of +128%.</p><p><blockquote>平均值只能说明故事的一部分。同样重要的是,结果的范围非常广泛。例如,在2007年12月接近峰值时买入AAPL将导致次年亏损-57%。另一方面,在同年1月接近峰值时买入会带来+128%的令人印象深刻的一年涨幅。</blockquote></p><p> Below is the distribution (histogram) of one-year returns in AAPL, when shares are bought near peaks. Again, the range of outcomes has been very wide. That said, typical gains have been roughly in the 20%-to-30% territory.</p><p><blockquote>下面是AAPL一年回报率的分布(直方图),当时股票在接近峰值时购买。同样,结果的范围非常广泛。也就是说,典型的涨幅约为20%至30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ad9d93eed25fc47e9b5d7f45d4b354d\" tg-width=\"862\" tg-height=\"528\" width=\"100%\" height=\"auto\"><span>Figure 3: Distribution of 1-year returns in AAPL, near peaks.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3:AAPL的1年回报率分布,接近峰值。</span></p></blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> Can AAPL rise another 45% in the next year? It sure can, even off its current peak levels. In fact, Apple shares have, in rare cases, more than doubled in price in 12 months even after trading near all-time highs.</p><p><blockquote>AAPL未来一年能否再涨45%?它当然可以,即使低于目前的峰值水平。事实上,在极少数情况下,苹果股价在12个月内上涨了一倍多,即使交易价格接近历史高点。</blockquote></p><p> However, for the sake of being conservative, I don’t think that investors should bet on something like it happening next. I think that more modest gains of 20% to 30% through December 2022, if reached, would already be considered outstanding.</p><p><blockquote>然而,为了保守起见,我认为投资者不应该押注类似的事情接下来会发生。我认为,到2022年12月,如果达到20%至30%的温和涨幅,就已经被认为是出色的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/stock/can-apple-stock-climb-another-45-what-history-says\">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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/can-apple-stock-climb-another-45-what-history-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160142374","content_text":"As it breaches $2.9 trillion market cap for the first time ever, Apple stock has produced 45% gains in the past year. Should investors expect similar performance over the next 12 months?\nApple stock has surpassed $2.9 trillion market cap for the first time, and investors celebrate outstanding one-year returns of around 45%. Since the start of the iPhone era (i.e. 2007 to present), AAPL has produced very solid, but still lower average one-year gains of 36%.\nFigure 1: Apple store in Chongqing, China.\nNow, shareholders look forward. Is it reasonable to expect AAPL stock to climb another 45% until the end of 2022? Today, the Apple Maven sets aside business fundamentals for a moment and looks at what history has to say about this question.\nWhat to expect of AAPL\nI have written plenty about how Wall Street experts have recently taken sides on Apple stock. On the one hand,bulls see a strong holiday quarter of sales and growth opportunities in 2022. On the other hand, a few bears think that AAPL could be overpriced by nearly 20% due to slowing growth in a post-pandemic environment and shorter lead times on iPhones.\nBut to understand if Apple shares could climb another 45% in the next 12 months, I turn to historical share price behavior. The gains observed in the past year may look outsized vs. the S&P 500’s historical performance. But they are fairly standard for a stock like AAPL.\nThe chart below shows the average gains produced by holding AAPL for 12 months, since the launch year of the first iPhone model. If the stock were bought on any given day, returns would have been 36%. If bought within 5% of peak prices, gains would have been much lower: 25%.\nNotice that the outsized gains earned from holding Apple stock for a year tend to come from buying shares after a steep 20%-plus drawdown. The last one happened in September 2020, and the previous one had been during the initial COVID-19 bear market.\nFigure 2: Average 1-year gains in AAPL since 2007.\nThe chart above reinforces the idea that buying AAPL near peaks, as is the case today, has historically led to below average returns. Of course, these averages have still been much better than what an investor would have earned from buying and holding a diversified basket of stocks, like the S&P 500 or even the Nasdaq.\nAverages only tell part of a story. Equally important, the range of outcomes has been very wide. For instance, buying AAPL near a peak in December 2007 would have resulted in massive loss of -57% over the following year. On the other hand, buying near the peak in January of the same year would have resulted in an impressive one-year gain of +128%.\nBelow is the distribution (histogram) of one-year returns in AAPL, when shares are bought near peaks. Again, the range of outcomes has been very wide. That said, typical gains have been roughly in the 20%-to-30% territory.\nFigure 3: Distribution of 1-year returns in AAPL, near peaks.\nThe Apple Maven’s take\nCan AAPL rise another 45% in the next year? It sure can, even off its current peak levels. In fact, Apple shares have, in rare cases, more than doubled in price in 12 months even after trading near all-time highs.\nHowever, for the sake of being conservative, I don’t think that investors should bet on something like it happening next. I think that more modest gains of 20% to 30% through December 2022, if reached, would already be considered outstanding.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606672651,"gmtCreate":1638879240878,"gmtModify":1638879241831,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"Like//<a href=\"https://laohu8.com/U/4090500580946240\">@sQzC</a>: Like pls ","listText":"Like//<a href=\"https://laohu8.com/U/4090500580946240\">@sQzC</a>: Like pls ","text":"Like//@sQzC: Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606672651","repostId":"1115685367","repostType":4,"repost":{"id":"1115685367","kind":"news","pubTimestamp":1638868647,"share":"https://www.laohu8.com/m/news/1115685367?lang=zh_CN&edition=full","pubTime":"2021-12-07 17:17","market":"us","language":"en","title":"Economic Data Scheduled For Tuesday<blockquote>经济数据定于周二公布</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115685367","media":"Benzinga","summary":"International trade report for October is scheduled for release at 8:30 a.m. ET. Analysts expect a d","content":"<p><div> International trade report for October is scheduled for release at 8:30 a.m. ET. Analysts expect a deficit of $66.8 billion for total goods and services trade in October, versus an $80.9 billion ...</p><p><blockquote><div>10月份国际贸易报告定于美国东部时间上午8:30发布。分析师预计10月份商品和服务贸易总额逆差为668亿美元,而去年同期为809亿美元。</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/12/24473657/economic-data-scheduled-for-tuesday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/12/24473657/economic-data-scheduled-for-tuesday\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>Economic Data Scheduled For Tuesday<blockquote>经济数据定于周二公布</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\">\nEconomic Data Scheduled For Tuesday<blockquote>经济数据定于周二公布</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-07 17:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> International trade report for October is scheduled for release at 8:30 a.m. ET. Analysts expect a deficit of $66.8 billion for total goods and services trade in October, versus an $80.9 billion ...</p><p><blockquote><div>10月份国际贸易报告定于美国东部时间上午8:30发布。分析师预计10月份商品和服务贸易总额逆差为668亿美元,而去年同期为809亿美元。</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/12/24473657/economic-data-scheduled-for-tuesday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/12/24473657/economic-data-scheduled-for-tuesday\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/21/12/24473657/economic-data-scheduled-for-tuesday\">Benzinga</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":{},"source_url":"https://www.benzinga.com/news/21/12/24473657/economic-data-scheduled-for-tuesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115685367","content_text":"International trade report for October is scheduled for release at 8:30 a.m. ET. Analysts expect a deficit of $66.8 billion for total goods and services trade in October, versus an $80.9 billion deficit in the previous month.\nData on nonfarm productivity and unit labor costs for the third quarter will be released at 8:30 a.m. ET. Nonfarm productivity is projected to drop 4.9%, while unit labor costs might increase 8.3% in the quarter.\nThe Johnson Redbook Retail Sales Index for the latest week will be released at 8:55 a.m. ET.\nThe Treasury is set to auction 3-year notes at 1:00 p.m. ET.\nData on consumer credit for October will be released at 3:00 p.m. ET. Analysts expect consumer credit rising $30.0 billion in October from $29.9 billion in September.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608109464,"gmtCreate":1638657902928,"gmtModify":1638657903386,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"Is this opportunity? //<a href=\"https://laohu8.com/U/3572213696829638\">@Alannjy</a>: Like","listText":"Is this opportunity? //<a href=\"https://laohu8.com/U/3572213696829638\">@Alannjy</a>: Like","text":"Is this opportunity? //@Alannjy: Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608109464","repostId":"2188853578","repostType":4,"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608391899,"gmtCreate":1638616201480,"gmtModify":1638616201963,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"Not sure why these 2 stocks are compare in such manners.","listText":"Not sure why these 2 stocks are compare in such manners.","text":"Not sure why these 2 stocks are compare in such manners.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608391899","repostId":"1135581145","repostType":4,"repost":{"id":"1135581145","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638544438,"share":"https://www.laohu8.com/m/news/1135581145?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:13","market":"us","language":"en","title":"Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd股价下跌6%,Grab上涨近3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135581145","media":"Tiger Newspress","summary":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","content":"<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd股价在早盘交易中下跌6%,而Grab则上涨近3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd股价下跌6%,Grab上涨近3%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd股价下跌6%,Grab上涨近3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-03 23:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd股价在早盘交易中下跌6%,而Grab则上涨近3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135581145","content_text":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","news_type":1,"symbols_score_info":{"GRAB":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608391954,"gmtCreate":1638616145805,"gmtModify":1638616146288,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561980891009703","idStr":"3561980891009703"},"themes":[],"htmlText":"Not a good sign","listText":"Not a good sign","text":"Not a good sign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608391954","repostId":"2188057871","repostType":4,"isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":820797611,"gmtCreate":1633429324956,"gmtModify":1633429326464,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01378\">$CHINAHONGQIAO(01378)$</a>anyone any comments?","listText":"<a href=\"https://laohu8.com/S/01378\">$CHINAHONGQIAO(01378)$</a>anyone any comments?","text":"$CHINAHONGQIAO(01378)$anyone any comments?","images":[{"img":"https://static.tigerbbs.com/3b050977c7a1fe77690097cecd8c8c35","width":"1080","height":"3005"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/820797611","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":806545401,"gmtCreate":1627685008603,"gmtModify":1631888035675,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"Adobe and Tesla again.. both are strong stocks ","listText":"Adobe and Tesla again.. both are strong stocks ","text":"Adobe and Tesla again.. both are strong stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/806545401","repostId":"2155377091","repostType":4,"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372563763,"gmtCreate":1619227826352,"gmtModify":1631888051297,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Really not clear why Apple stocks rise at snail pace.... anyone can share your opinion ","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Really not clear why Apple stocks rise at snail pace.... anyone can share your opinion ","text":"$Apple(AAPL)$Really not clear why Apple stocks rise at snail pace.... anyone can share your opinion","images":[{"img":"https://static.tigerbbs.com/48d85f9d2df3ab7e49bba92ac4dd3813","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/372563763","isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":693163158,"gmtCreate":1639987057265,"gmtModify":1639987064778,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/693163158","repostId":"1130704419","repostType":2,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohu8.com/m/news/1130704419?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\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\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PAYX":"沛齐","CTAS":"信达思",".IXIC":"NASDAQ Composite","MU":"美光科技","GIS":"通用磨坊","KMX":"车美仕",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{"CTAS":0.9,"GIS":0.9,".DJI":0.9,"PAYX":0.9,"KMX":0.9,"MU":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388367346,"gmtCreate":1613025630285,"gmtModify":1703768496630,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"Micron Technology. Anyone any comments on this semiconductor stock?","listText":"Micron Technology. Anyone any comments on this semiconductor stock?","text":"Micron Technology. Anyone any comments on this semiconductor stock?","images":[{"img":"https://static.tigerbbs.com/f94a5b7bcf06c05fdea67fa105dc9bc3","width":"1080","height":"2833"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/388367346","isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":813121121,"gmtCreate":1630155100164,"gmtModify":1704956595087,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"Climbing back.","listText":"Climbing back.","text":"Climbing back.","images":[{"img":"https://static.tigerbbs.com/3361dac64008c84e7df99a192c6c2c38","width":"1080","height":"1952"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/813121121","isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":173786284,"gmtCreate":1626687117048,"gmtModify":1631888051337,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"All interesting stocks","listText":"All interesting stocks","text":"All interesting stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/173786284","repostId":"1111084715","repostType":2,"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108315253,"gmtCreate":1620000126272,"gmtModify":1631888051350,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>NIO will continue to do well... I need a EV car too...","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>NIO will continue to do well... I need a EV car too...","text":"$NIO Inc.(NIO)$NIO will continue to do well... I need a EV car too...","images":[{"img":"https://static.tigerbbs.com/64f52e78b502073d885809d7ced4b043","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/108315253","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":875160606,"gmtCreate":1637625495330,"gmtModify":1637625495775,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"早安 and take both","listText":"早安 and take both","text":"早安 and take both","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/875160606","repostId":"1107351089","repostType":2,"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831945901,"gmtCreate":1629283442003,"gmtModify":1631888051362,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"Real bad","listText":"Real bad","text":"Real bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831945901","repostId":"1139536363","repostType":4,"repost":{"id":"1139536363","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629281334,"share":"https://www.laohu8.com/m/news/1139536363?lang=zh_CN&edition=full","pubTime":"2021-08-18 18:08","market":"us","language":"en","title":"Vipshop reports $0.32 earnings per share (non-GAAP), analysts' consensus estimate was $2.37<blockquote>唯品会公布每股收益0.32美元(非美国通用会计准则),分析师普遍预期为2.37美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139536363","media":"Tiger Newspress","summary":"(Aug 18) Vipshop reports $0.32 earnings per share (non-GAAP), analysts' consensus estimate was $2.37","content":"<p>(Aug 18) <a href=\"https://laohu8.com/S/VIPS\">Vipshop</a> reports $0.32 earnings per share (non-GAAP), analysts' consensus estimate was $2.37.</p><p><blockquote>(8月18日)<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>报告每股收益为0.32美元(非公认会计准则),分析师普遍预期为2.37美元。</blockquote></p><p> Vipshop gained nearly 6% in premarket trading.</p><p><blockquote>唯品会盘前交易中上涨近6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/534a8f80eaa6b053e49a90446b0c2742\" tg-width=\"1207\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Vipshop Q2 Non-GAAP EPS of $0.32misses by $0.04; GAAP EPS of $0.24misses by $0.07.</p><p><blockquote>唯品会第二季度非GAAP每股收益0.32美元低于预期0.04美元;GAAP每股收益为0.24美元低于预期为0.07美元。</blockquote></p><p> Revenue of $4.6B (+22.8% Y/Y) beats by $30M.</p><p><blockquote>收入为$4.6 B(同比增长22.8%)超过预期为$3000万。</blockquote></p><p> GMV for the second quarter of 2021 increased by 25% year over year to RMB48.1 billion from RMB38.4 billion in the prior year period.</p><p><blockquote>2021年第二季度的GMV由去年同期的人民币384亿元同比增长25%至人民币481亿元。</blockquote></p><p> The number of active customers for the second quarter of 2021 increased by 32% year over year to 51.1 million from 38.8 million in the prior year period.</p><p><blockquote>2021年第二季度的活跃客户数量同比增长32%,从去年同期的3880万增至5110万。</blockquote></p><p> Total orders for the second quarter of 2021 increased by 30% year over year to 221.5 million from 170.5 million in the prior year period.</p><p><blockquote>2021年第二季度订单总额同比增长30%,从去年同期的1.705亿份增至2.215亿份。</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>Vipshop reports $0.32 earnings per share (non-GAAP), analysts' consensus estimate was $2.37<blockquote>唯品会公布每股收益0.32美元(非美国通用会计准则),分析师普遍预期为2.37美元</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\">\nVipshop reports $0.32 earnings per share (non-GAAP), analysts' consensus estimate was $2.37<blockquote>唯品会公布每股收益0.32美元(非美国通用会计准则),分析师普遍预期为2.37美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-18 18:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug 18) <a href=\"https://laohu8.com/S/VIPS\">Vipshop</a> reports $0.32 earnings per share (non-GAAP), analysts' consensus estimate was $2.37.</p><p><blockquote>(8月18日)<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>报告每股收益为0.32美元(非公认会计准则),分析师普遍预期为2.37美元。</blockquote></p><p> Vipshop gained nearly 6% in premarket trading.</p><p><blockquote>唯品会盘前交易中上涨近6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/534a8f80eaa6b053e49a90446b0c2742\" tg-width=\"1207\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Vipshop Q2 Non-GAAP EPS of $0.32misses by $0.04; GAAP EPS of $0.24misses by $0.07.</p><p><blockquote>唯品会第二季度非GAAP每股收益0.32美元低于预期0.04美元;GAAP每股收益为0.24美元低于预期为0.07美元。</blockquote></p><p> Revenue of $4.6B (+22.8% Y/Y) beats by $30M.</p><p><blockquote>收入为$4.6 B(同比增长22.8%)超过预期为$3000万。</blockquote></p><p> GMV for the second quarter of 2021 increased by 25% year over year to RMB48.1 billion from RMB38.4 billion in the prior year period.</p><p><blockquote>2021年第二季度的GMV由去年同期的人民币384亿元同比增长25%至人民币481亿元。</blockquote></p><p> The number of active customers for the second quarter of 2021 increased by 32% year over year to 51.1 million from 38.8 million in the prior year period.</p><p><blockquote>2021年第二季度的活跃客户数量同比增长32%,从去年同期的3880万增至5110万。</blockquote></p><p> Total orders for the second quarter of 2021 increased by 30% year over year to 221.5 million from 170.5 million in the prior year period.</p><p><blockquote>2021年第二季度订单总额同比增长30%,从去年同期的1.705亿份增至2.215亿份。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIPS":"唯品会"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139536363","content_text":"(Aug 18) Vipshop reports $0.32 earnings per share (non-GAAP), analysts' consensus estimate was $2.37.\nVipshop gained nearly 6% in premarket trading.\n\nVipshop Q2 Non-GAAP EPS of $0.32misses by $0.04; GAAP EPS of $0.24misses by $0.07.\nRevenue of $4.6B (+22.8% Y/Y) beats by $30M.\nGMV for the second quarter of 2021 increased by 25% year over year to RMB48.1 billion from RMB38.4 billion in the prior year period.\nThe number of active customers for the second quarter of 2021 increased by 32% year over year to 51.1 million from 38.8 million in the prior year period.\nTotal orders for the second quarter of 2021 increased by 30% year over year to 221.5 million from 170.5 million in the prior year period.","news_type":1,"symbols_score_info":{"VIPS":0.9}},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377915198,"gmtCreate":1619488884114,"gmtModify":1631888051391,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"Good news...","listText":"Good news...","text":"Good news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377915198","repostId":"1190086074","repostType":2,"repost":{"id":"1190086074","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619480390,"share":"https://www.laohu8.com/m/news/1190086074?lang=zh_CN&edition=full","pubTime":"2021-04-27 07:39","market":"us","language":"en","title":"Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190086074","media":"Tiger Newspress","summary":"Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be deliv","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉报告本季度净利润达到创纪录的4.38亿美元,每股收益为93美分,营收为103.9亿美元。</li><li>该公司在财报中表示,通过“极快地转向新的微控制器,同时为新供应商制造的新芯片开发固件”,它已经度过了困扰汽车行业的芯片短缺问题。</li><li>在财报看涨期权上,首席执行官Elon Musk表示,该公司推迟的新版Model S轿车将于2021年5月开始交付,Model X将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币销售和监管信贷的提振下,该公司轻松超出预期,但随着投资者消化这些数据,该股盘后下跌2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现,与Refinitiv编制的分析师预期相比:</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.</p><p><blockquote><ul><li><b>收益:</b>每股93美分,预期每股79美分</li><li><b>收入:</b>103.9亿美元,预期为102.9亿美元,同比增长74%</li></ul>按GAAP计算,净利润达到季度创纪录的4.38亿美元,该公司在此期间从监管信贷销售中获得了5.18亿美元的收入。本季度比特币销售还带来了1.01亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官Elon Musk的电动汽车业务报告称,第一季度Model 3和Model Y汽车交付量为18.48万辆,超出预期,创下了特斯拉的纪录。不过,该公司还表示,截至3月份,该公司没有生产任何高端Model S轿车或Model X SUV。它从库存中交付了2,020辆旧款Model S轿车和Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上,Musk表示,该公司新版Model S轿车最终将于2021年5月开始向客户交付,Model X将于今年第三季度开始交付。Musk和CFO Zachary Kirkhorn均表示,供应链问题可能仍是特斯拉今年面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021年1月(在2020年第四季度财报更新期间),马斯克曾表示,Model S Plaid已经投入生产,将于2021年2月开始交付。但他周一承认,在生产这些车辆的更新版本时,“存在比预期更多的挑战”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产2,000辆Model S和X汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示,预计2021年汽车交付量总体增长将超过50%,这意味着今年的最低交付量约为75万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上,特斯拉的汽车销量同比增长超过100%,但服务中心仅增长28%,移动服务车队仅增长22%,这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩张跟不上车辆销量的步伐。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示,它通过“极快地转向新的微控制器,同时为新供应商制造的新芯片开发固件”,部分克服了困扰汽车行业的芯片短缺问题。它没有透露新供应商的名称。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常声称的摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头,以至于雷达比预期更早变得不必要。因此,我们的FSD(全自动驾驶)团队完全专注于向基于视觉的自动驾驶系统发展,我们几乎准备好将美国市场转向特斯拉视觉,”该公司在财报中表示。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与2020年同期相比,特斯拉能源发电和存储业务的收入几乎翻了一番,当时马斯克表示,当时新冠疫情是一种新兴流行病,导致其能源业务放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.</p><p><blockquote>最近,特斯拉将其太阳能屋顶的价格提高了50%,现在要求任何订购太阳能光伏(包括特斯拉太阳能屋顶瓦片)的人也必须订购特斯拉的家庭储能系统Powerwall。突然的价格变化追溯适用于一些恼怒的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在2021年第一季度看涨期权上表示,他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为“巨型分布式公用事业公司”,可以帮助现有电力公司在需求和极端天气事件增加时为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商的电池生产或组合,以便在2021年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>Musk表示,该公司自主开发并在加州Fremont的一家试点工厂生产的4680电池还不够可靠,无法用特斯拉汽车运输。他表示,特斯拉可能会在12至18个月内“实现批量生产”这些电池。</blockquote></p><p>The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露,它购买了15亿美元的比特币,并可能在未来投资其他加密货币。到4月份,比特币升至创纪录水平,然后回落。特斯拉在其现金流量表中透露,该公司在本季度出售了价值2.72亿美元的“数字资产”,可能是比特币。</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>Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</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\">\nTesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-27 07:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉报告本季度净利润达到创纪录的4.38亿美元,每股收益为93美分,营收为103.9亿美元。</li><li>该公司在财报中表示,通过“极快地转向新的微控制器,同时为新供应商制造的新芯片开发固件”,它已经度过了困扰汽车行业的芯片短缺问题。</li><li>在财报看涨期权上,首席执行官Elon Musk表示,该公司推迟的新版Model S轿车将于2021年5月开始交付,Model X将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币销售和监管信贷的提振下,该公司轻松超出预期,但随着投资者消化这些数据,该股盘后下跌2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现,与Refinitiv编制的分析师预期相比:</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.</p><p><blockquote><ul><li><b>收益:</b>每股93美分,预期每股79美分</li><li><b>收入:</b>103.9亿美元,预期为102.9亿美元,同比增长74%</li></ul>按GAAP计算,净利润达到季度创纪录的4.38亿美元,该公司在此期间从监管信贷销售中获得了5.18亿美元的收入。本季度比特币销售还带来了1.01亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官Elon Musk的电动汽车业务报告称,第一季度Model 3和Model Y汽车交付量为18.48万辆,超出预期,创下了特斯拉的纪录。不过,该公司还表示,截至3月份,该公司没有生产任何高端Model S轿车或Model X SUV。它从库存中交付了2,020辆旧款Model S轿车和Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上,Musk表示,该公司新版Model S轿车最终将于2021年5月开始向客户交付,Model X将于今年第三季度开始交付。Musk和CFO Zachary Kirkhorn均表示,供应链问题可能仍是特斯拉今年面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021年1月(在2020年第四季度财报更新期间),马斯克曾表示,Model S Plaid已经投入生产,将于2021年2月开始交付。但他周一承认,在生产这些车辆的更新版本时,“存在比预期更多的挑战”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产2,000辆Model S和X汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示,预计2021年汽车交付量总体增长将超过50%,这意味着今年的最低交付量约为75万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上,特斯拉的汽车销量同比增长超过100%,但服务中心仅增长28%,移动服务车队仅增长22%,这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩张跟不上车辆销量的步伐。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示,它通过“极快地转向新的微控制器,同时为新供应商制造的新芯片开发固件”,部分克服了困扰汽车行业的芯片短缺问题。它没有透露新供应商的名称。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常声称的摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头,以至于雷达比预期更早变得不必要。因此,我们的FSD(全自动驾驶)团队完全专注于向基于视觉的自动驾驶系统发展,我们几乎准备好将美国市场转向特斯拉视觉,”该公司在财报中表示。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与2020年同期相比,特斯拉能源发电和存储业务的收入几乎翻了一番,当时马斯克表示,当时新冠疫情是一种新兴流行病,导致其能源业务放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.</p><p><blockquote>最近,特斯拉将其太阳能屋顶的价格提高了50%,现在要求任何订购太阳能光伏(包括特斯拉太阳能屋顶瓦片)的人也必须订购特斯拉的家庭储能系统Powerwall。突然的价格变化追溯适用于一些恼怒的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在2021年第一季度看涨期权上表示,他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为“巨型分布式公用事业公司”,可以帮助现有电力公司在需求和极端天气事件增加时为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商的电池生产或组合,以便在2021年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>Musk表示,该公司自主开发并在加州Fremont的一家试点工厂生产的4680电池还不够可靠,无法用特斯拉汽车运输。他表示,特斯拉可能会在12至18个月内“实现批量生产”这些电池。</blockquote></p><p>The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露,它购买了15亿美元的比特币,并可能在未来投资其他加密货币。到4月份,比特币升至创纪录水平,然后回落。特斯拉在其现金流量表中透露,该公司在本季度出售了价值2.72亿美元的“数字资产”,可能是比特币。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190086074","content_text":"KEY POINTSTesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:Earnings:93 cents per share vs. 79 cents per share expectedRevenue:$10.39 billion vs. $10.29 billion expected, up 74% from a year agoNet profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360430372,"gmtCreate":1613962640996,"gmtModify":1631888051228,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"Just sharing my opinion","listText":"Just sharing my opinion","text":"Just sharing my opinion","images":[{"img":"https://static.tigerbbs.com/f61a600afc0ec4ee8b9c79bb4cb950dc","width":"1080","height":"1478"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/360430372","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":344050345,"gmtCreate":1618361898687,"gmtModify":1634293483375,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"US MArket is really interesting...It could be Green & Red in th next moment...","listText":"US MArket is really interesting...It could be Green & Red in th next moment...","text":"US MArket is really interesting...It could be Green & Red in th next moment...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/344050345","repostId":"1179268763","repostType":2,"repost":{"id":"1179268763","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618315607,"share":"https://www.laohu8.com/m/news/1179268763?lang=zh_CN&edition=full","pubTime":"2021-04-13 20:06","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179268763","media":"Tiger Newspress","summary":"Stock futures drop after US officials call for pause of J&J vaccine rollout. In addition, markets lo","content":"<p><ul><li>Stock futures drop after US officials call for pause of J&J vaccine rollout. </li><li>In addition, markets look to key U.S. inflation data.</li><li>The benchmark 10-year Treasury yield inched closer to 1.7%.</li><li>Bitcoin set new record, trading above $63,000.</li><li>Altimeter Growth, Johnson & Johnson, FedEx & more making the biggest moves in the premarket</li></ul>(April 13) Stock futures sank Tuesday morning after U.S. federal health officials called for a pause in the rollout of Johnson & Johnson's (JNJ) COVID-19 vaccine amid concerns over rare blood clots in some individuals who received the inoculation.</p><p><blockquote><ul><li>美国官员看涨期权暂停强生疫苗推出后,股指期货下跌。</li><li>此外,市场关注美国关键通胀数据。</li><li>基准10年期国债收益率小幅逼近1.7%。</li><li>比特币创下新纪录,交易价格超过63,000美元。</li><li>Altimeter Growth、强生公司、联邦快递等在盘前做出最大举措</li></ul>(4月13日)周二上午,美国联邦卫生官员呼吁暂停推出强生公司(JNJ)的新冠肺炎疫苗,原因是担心一些接种疫苗的人出现罕见的血栓。</blockquote></p><p>At 8:05 a.m. ET, Dow E-minis were down 110 points, or 0.33%, S&P 500 E-minis were down 10.5 points, or 0.25% and Nasdaq 100 E-minis were down 6.5 points, or 0.05%.</p><p><blockquote>截至美国东部时间上午8:05,道指E-mini下跌110点,跌幅0.33%,标普500 E-mini下跌10.5点,跌幅0.25%,纳斯达克100 E-mini下跌6.5点,跌幅0.05%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec9ca3c4d5c22a6aabf5a7bd8286a08\" tg-width=\"1242\" tg-height=\"492\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The benchmark 10-year Treasury yield inched closer to 1.7% before the Labor Department’s data that is expected to show U.S. consumer prices rose 0.5% in March from 0.4% in February. The report is due at 8:30 a.m. ET (1230 GMT).</p><p><blockquote>在劳工部数据预计显示美国3月份消费者价格从2月份的0.4%上涨0.5%之前,基准10年期国债收益率小幅逼近1.7%。该报告将于美国东部时间上午8:30(格林威治标准时间1230)发布。</blockquote></p><p>Among stocks, U.S.-listed shares of e-commerce firm JD.com and search giant Baidu fell about 2% each in premarket trading as China’s market regulator warned internet companies to stop using any banned practices.</p><p><blockquote>股市方面,由于中国市场监管机构警告互联网公司停止使用任何被禁止的做法,电子商务公司京东和搜索巨头百度在美国上市的股价在盘前交易中各下跌约2%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/57e53e80a4150ceca7c4290b9a0e14ce\" tg-width=\"282\" tg-height=\"80\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Cryptocurrency and blockchain-related firms including Riot Blockchain and Marathon Digital Holdings jumped 9% and 8% as bitcoin prices soared 4.5%, a day ahead of listing of Coinbase, the largest U.S. cryptocurrency exchange.</p><p><blockquote>包括Riot Blockchain和Marathon Digital Holdings在内的加密货币和区块链相关公司股价上涨9%和8%,比特币股价在美国最大加密货币交易所Coinbase上市前一天飙升4.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/759502388fc3c70949384c724fa01051\" tg-width=\"292\" tg-height=\"355\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>Stocks making the biggest moves in the premarket: Altimeter Growth, Johnson & Johnson, FedEx & more:</b></p><p><blockquote><b>盘前涨幅最大的股票:Altimeter Growth、强生公司、联邦快递等:</b></blockquote></p><p><b>1) Altimeter Growth(AGC) </b>— Southeast Asia's ride-hailing giant Grab isgoing public via a SPAC mergerwith Altimeter Growth, valued at nearly $40 billion. Grab says it intends to list on the Nasdaq under ticker symbol \"GRAB\" following the deal's completion. Altimeter's shares surged nearly 9% in premarket trading.</p><p><blockquote><b>1)高度计增长(AGC)</b>-东南亚网约车巨头Grab将通过SPAC与Altimeter Growth合并上市,估值近400亿美元。Grab表示,交易完成后打算在纳斯达克上市,股票代码为“GRAB”。Altimeter股价在盘前交易中飙升近9%。</blockquote></p><p><b>2) Johnson & Johnson(JNJ) </b>— Shares of the drugmaker fell 2.8% in the premarket after the Food and Drug Administrationsaid it is asking states to pauseadministering J&J's Covid-19 vaccine after six people in the U.S. developed a rare disorder involving blood clots. The FDA said the recommendation is \"out of an abundance of caution.\"Modernashares popped more than 7% in early trading on the news.</p><p><blockquote><b>2)强生公司(JNJ)</b>-美国食品和药物管理局表示,在美国有六人出现涉及血栓的罕见疾病后,要求各州暂停注射强生的Covid-19疫苗,该制药商股价在盘前下跌2.8%。FDA表示,这一建议是“出于谨慎”。受此消息影响,Modernashares早盘上涨超过7%。</blockquote></p><p><b>3) FedEx(FDX)</b> — Shares of the shipping company rose in premarket trading about KeyBanc Capital Markets upgraded FedEx to \"overweight.\" The Wall Street firm also set a $350 per share price target on FedEx. KeyBanc said FedEx can still grow volume even with the return to in-person shopping.</p><p><blockquote><b>3)联邦快递(FDX)</b>-KeyBanc Capital Markets将联邦快递升级为“跑赢大盘”,该航运公司股价在盘前交易中上涨。这家华尔街公司还为联邦快递设定了每股350美元的目标价。KeyBanc表示,即使恢复面对面购物,联邦快递的业务量仍然可以增长。</blockquote></p><p><b>4) JetBlue(JBLU),Spirit Airlines(SAVE)</b> — Shares of the airlines popped in premarket trading after Susquehanna Financial Group upgraded JetBlue and Spirit Airlines to “positive.” “With a recovery in U.S. domestic air travel underway, we want to own the low-cost carriers,” the firm’s analyst told clients.</p><p><blockquote><b>4)捷蓝航空(JBLU)、精神航空(SAVE)</b>-在萨斯奎哈纳金融集团将捷蓝航空和精神航空的评级上调至“正面”后,这些航空公司的股价在盘前交易中上涨。该公司分析师告诉客户:“随着美国国内航空旅行的复苏,我们希望拥有这些低成本航空公司。”</blockquote></p><p><b>5) Booking Holdings(BKNG) </b>— The travel company gained in premarket trading after Jefferies upgraded Booking to “buy” from “hold” on a rebound in global travel. The first also hiked its 12-month price target to $2,800 per share from $2,300 per share.</p><p><blockquote><b>5)Booking Holdings(BKNG)</b>-由于全球旅游业反弹,杰富瑞(Jefferies)将Booking评级从“持有”上调至“买入”,该旅游公司在盘前交易中上涨。first还将12个月目标价从每股2,300美元上调至每股2,800美元。</blockquote></p><p><b>6) 3M(MMM) </b>— Shares of the manufacturing giant edged lower in the premarket after Deutsche Bank added a “catalyst call” sell on 3M. The Wall Street firm said the stock has curiously outperformed in recent weeks despite Deutsche Bank’s expectation for a miss on upcoming earnings.</p><p><blockquote><b>6)3米(3M)</b>-德意志银行对3M进行“催化剂看涨期权”抛售后,这家制造业巨头的股价在盘前小幅走低。这家华尔街公司表示,尽管德意志银行预计即将公布的盈利将低于预期,但该股最近几周的表现却出人意料地跑赢了大盘。</blockquote></p><p><b>7) NortonLifeLock(NLOK)</b> — The security company dipped in premarket trading after Bank of America initiated the stock with an “underperform” rating and a $19 per share price target. “Last year’s COVID-related spike in demand may unwind in the next few quarters and the company may return to negative trends in churn and subscriber additions, negatively impacting the revenue growth,” the firm said.</p><p><blockquote><b>7)NortonLifeLock(NLOK)</b>-在美国银行给予该股“跑输大盘”评级和每股19美元的目标价后,该证券公司在盘前交易中下跌。该公司表示:“去年与新冠疫情相关的需求激增可能会在未来几个季度消退,公司可能会在客户流失和用户增加方面恢复负面趋势,从而对收入增长产生负面影响。”</blockquote></p><p><b>8) Honeywell(HON)</b> — Shares of Honeywell rose in premarket trade after Deutsche Bank put a catalyst call “buy” rating on the stock. The firm said investors are unenthusiastic about Honeywell, despite a recovery taking hold.</p><p><blockquote><b>8)霍尼韦尔(HON)</b>-德银给予霍尼韦尔催化剂看涨期权“买入”评级后,霍尼韦尔股价在盘前交易中上涨。该公司表示,尽管霍尼韦尔正在复苏,但投资者对霍尼韦尔并不热情。</blockquote></p><p><b>9) Bristol-Myers Squibb(BMY) </b>— Shares of the pharmaceutical company rose in the premarket about Truist upgraded Bristol-Myers Squibb to “buy” from “hold” with a $74 per share price target. The Wall Street firm said it likes Bristol-Myers Squibb’s drug pipeline.</p><p><blockquote><b>9)百时美施贵宝(BMY)</b>–该制药公司股价在盘前上涨,Truist将百时美施贵宝的评级从“持有”上调至“买入”,目标价为每股74美元。这家华尔街公司表示,它喜欢百时美施贵宝的药物管道。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-13 20:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul><li>Stock futures drop after US officials call for pause of J&J vaccine rollout. </li><li>In addition, markets look to key U.S. inflation data.</li><li>The benchmark 10-year Treasury yield inched closer to 1.7%.</li><li>Bitcoin set new record, trading above $63,000.</li><li>Altimeter Growth, Johnson & Johnson, FedEx & more making the biggest moves in the premarket</li></ul>(April 13) Stock futures sank Tuesday morning after U.S. federal health officials called for a pause in the rollout of Johnson & Johnson's (JNJ) COVID-19 vaccine amid concerns over rare blood clots in some individuals who received the inoculation.</p><p><blockquote><ul><li>美国官员看涨期权暂停强生疫苗推出后,股指期货下跌。</li><li>此外,市场关注美国关键通胀数据。</li><li>基准10年期国债收益率小幅逼近1.7%。</li><li>比特币创下新纪录,交易价格超过63,000美元。</li><li>Altimeter Growth、强生公司、联邦快递等在盘前做出最大举措</li></ul>(4月13日)周二上午,美国联邦卫生官员呼吁暂停推出强生公司(JNJ)的新冠肺炎疫苗,原因是担心一些接种疫苗的人出现罕见的血栓。</blockquote></p><p>At 8:05 a.m. ET, Dow E-minis were down 110 points, or 0.33%, S&P 500 E-minis were down 10.5 points, or 0.25% and Nasdaq 100 E-minis were down 6.5 points, or 0.05%.</p><p><blockquote>截至美国东部时间上午8:05,道指E-mini下跌110点,跌幅0.33%,标普500 E-mini下跌10.5点,跌幅0.25%,纳斯达克100 E-mini下跌6.5点,跌幅0.05%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec9ca3c4d5c22a6aabf5a7bd8286a08\" tg-width=\"1242\" tg-height=\"492\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The benchmark 10-year Treasury yield inched closer to 1.7% before the Labor Department’s data that is expected to show U.S. consumer prices rose 0.5% in March from 0.4% in February. The report is due at 8:30 a.m. ET (1230 GMT).</p><p><blockquote>在劳工部数据预计显示美国3月份消费者价格从2月份的0.4%上涨0.5%之前,基准10年期国债收益率小幅逼近1.7%。该报告将于美国东部时间上午8:30(格林威治标准时间1230)发布。</blockquote></p><p>Among stocks, U.S.-listed shares of e-commerce firm JD.com and search giant Baidu fell about 2% each in premarket trading as China’s market regulator warned internet companies to stop using any banned practices.</p><p><blockquote>股市方面,由于中国市场监管机构警告互联网公司停止使用任何被禁止的做法,电子商务公司京东和搜索巨头百度在美国上市的股价在盘前交易中各下跌约2%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/57e53e80a4150ceca7c4290b9a0e14ce\" tg-width=\"282\" tg-height=\"80\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Cryptocurrency and blockchain-related firms including Riot Blockchain and Marathon Digital Holdings jumped 9% and 8% as bitcoin prices soared 4.5%, a day ahead of listing of Coinbase, the largest U.S. cryptocurrency exchange.</p><p><blockquote>包括Riot Blockchain和Marathon Digital Holdings在内的加密货币和区块链相关公司股价上涨9%和8%,比特币股价在美国最大加密货币交易所Coinbase上市前一天飙升4.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/759502388fc3c70949384c724fa01051\" tg-width=\"292\" tg-height=\"355\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>Stocks making the biggest moves in the premarket: Altimeter Growth, Johnson & Johnson, FedEx & more:</b></p><p><blockquote><b>盘前涨幅最大的股票:Altimeter Growth、强生公司、联邦快递等:</b></blockquote></p><p><b>1) Altimeter Growth(AGC) </b>— Southeast Asia's ride-hailing giant Grab isgoing public via a SPAC mergerwith Altimeter Growth, valued at nearly $40 billion. Grab says it intends to list on the Nasdaq under ticker symbol \"GRAB\" following the deal's completion. Altimeter's shares surged nearly 9% in premarket trading.</p><p><blockquote><b>1)高度计增长(AGC)</b>-东南亚网约车巨头Grab将通过SPAC与Altimeter Growth合并上市,估值近400亿美元。Grab表示,交易完成后打算在纳斯达克上市,股票代码为“GRAB”。Altimeter股价在盘前交易中飙升近9%。</blockquote></p><p><b>2) Johnson & Johnson(JNJ) </b>— Shares of the drugmaker fell 2.8% in the premarket after the Food and Drug Administrationsaid it is asking states to pauseadministering J&J's Covid-19 vaccine after six people in the U.S. developed a rare disorder involving blood clots. The FDA said the recommendation is \"out of an abundance of caution.\"Modernashares popped more than 7% in early trading on the news.</p><p><blockquote><b>2)强生公司(JNJ)</b>-美国食品和药物管理局表示,在美国有六人出现涉及血栓的罕见疾病后,要求各州暂停注射强生的Covid-19疫苗,该制药商股价在盘前下跌2.8%。FDA表示,这一建议是“出于谨慎”。受此消息影响,Modernashares早盘上涨超过7%。</blockquote></p><p><b>3) FedEx(FDX)</b> — Shares of the shipping company rose in premarket trading about KeyBanc Capital Markets upgraded FedEx to \"overweight.\" The Wall Street firm also set a $350 per share price target on FedEx. KeyBanc said FedEx can still grow volume even with the return to in-person shopping.</p><p><blockquote><b>3)联邦快递(FDX)</b>-KeyBanc Capital Markets将联邦快递升级为“跑赢大盘”,该航运公司股价在盘前交易中上涨。这家华尔街公司还为联邦快递设定了每股350美元的目标价。KeyBanc表示,即使恢复面对面购物,联邦快递的业务量仍然可以增长。</blockquote></p><p><b>4) JetBlue(JBLU),Spirit Airlines(SAVE)</b> — Shares of the airlines popped in premarket trading after Susquehanna Financial Group upgraded JetBlue and Spirit Airlines to “positive.” “With a recovery in U.S. domestic air travel underway, we want to own the low-cost carriers,” the firm’s analyst told clients.</p><p><blockquote><b>4)捷蓝航空(JBLU)、精神航空(SAVE)</b>-在萨斯奎哈纳金融集团将捷蓝航空和精神航空的评级上调至“正面”后,这些航空公司的股价在盘前交易中上涨。该公司分析师告诉客户:“随着美国国内航空旅行的复苏,我们希望拥有这些低成本航空公司。”</blockquote></p><p><b>5) Booking Holdings(BKNG) </b>— The travel company gained in premarket trading after Jefferies upgraded Booking to “buy” from “hold” on a rebound in global travel. The first also hiked its 12-month price target to $2,800 per share from $2,300 per share.</p><p><blockquote><b>5)Booking Holdings(BKNG)</b>-由于全球旅游业反弹,杰富瑞(Jefferies)将Booking评级从“持有”上调至“买入”,该旅游公司在盘前交易中上涨。first还将12个月目标价从每股2,300美元上调至每股2,800美元。</blockquote></p><p><b>6) 3M(MMM) </b>— Shares of the manufacturing giant edged lower in the premarket after Deutsche Bank added a “catalyst call” sell on 3M. The Wall Street firm said the stock has curiously outperformed in recent weeks despite Deutsche Bank’s expectation for a miss on upcoming earnings.</p><p><blockquote><b>6)3米(3M)</b>-德意志银行对3M进行“催化剂看涨期权”抛售后,这家制造业巨头的股价在盘前小幅走低。这家华尔街公司表示,尽管德意志银行预计即将公布的盈利将低于预期,但该股最近几周的表现却出人意料地跑赢了大盘。</blockquote></p><p><b>7) NortonLifeLock(NLOK)</b> — The security company dipped in premarket trading after Bank of America initiated the stock with an “underperform” rating and a $19 per share price target. “Last year’s COVID-related spike in demand may unwind in the next few quarters and the company may return to negative trends in churn and subscriber additions, negatively impacting the revenue growth,” the firm said.</p><p><blockquote><b>7)NortonLifeLock(NLOK)</b>-在美国银行给予该股“跑输大盘”评级和每股19美元的目标价后,该证券公司在盘前交易中下跌。该公司表示:“去年与新冠疫情相关的需求激增可能会在未来几个季度消退,公司可能会在客户流失和用户增加方面恢复负面趋势,从而对收入增长产生负面影响。”</blockquote></p><p><b>8) Honeywell(HON)</b> — Shares of Honeywell rose in premarket trade after Deutsche Bank put a catalyst call “buy” rating on the stock. The firm said investors are unenthusiastic about Honeywell, despite a recovery taking hold.</p><p><blockquote><b>8)霍尼韦尔(HON)</b>-德银给予霍尼韦尔催化剂看涨期权“买入”评级后,霍尼韦尔股价在盘前交易中上涨。该公司表示,尽管霍尼韦尔正在复苏,但投资者对霍尼韦尔并不热情。</blockquote></p><p><b>9) Bristol-Myers Squibb(BMY) </b>— Shares of the pharmaceutical company rose in the premarket about Truist upgraded Bristol-Myers Squibb to “buy” from “hold” with a $74 per share price target. The Wall Street firm said it likes Bristol-Myers Squibb’s drug pipeline.</p><p><blockquote><b>9)百时美施贵宝(BMY)</b>–该制药公司股价在盘前上涨,Truist将百时美施贵宝的评级从“持有”上调至“买入”,目标价为每股74美元。这家华尔街公司表示,它喜欢百时美施贵宝的药物管道。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179268763","content_text":"Stock futures drop after US officials call for pause of J&J vaccine rollout. In addition, markets look to key U.S. inflation data.The benchmark 10-year Treasury yield inched closer to 1.7%.Bitcoin set new record, trading above $63,000.Altimeter Growth, Johnson & Johnson, FedEx & more making the biggest moves in the premarket(April 13) Stock futures sank Tuesday morning after U.S. federal health officials called for a pause in the rollout of Johnson & Johnson's (JNJ) COVID-19 vaccine amid concerns over rare blood clots in some individuals who received the inoculation.At 8:05 a.m. ET, Dow E-minis were down 110 points, or 0.33%, S&P 500 E-minis were down 10.5 points, or 0.25% and Nasdaq 100 E-minis were down 6.5 points, or 0.05%.The benchmark 10-year Treasury yield inched closer to 1.7% before the Labor Department’s data that is expected to show U.S. consumer prices rose 0.5% in March from 0.4% in February. The report is due at 8:30 a.m. ET (1230 GMT).Among stocks, U.S.-listed shares of e-commerce firm JD.com and search giant Baidu fell about 2% each in premarket trading as China’s market regulator warned internet companies to stop using any banned practices.Cryptocurrency and blockchain-related firms including Riot Blockchain and Marathon Digital Holdings jumped 9% and 8% as bitcoin prices soared 4.5%, a day ahead of listing of Coinbase, the largest U.S. cryptocurrency exchange.Stocks making the biggest moves in the premarket: Altimeter Growth, Johnson & Johnson, FedEx & more:1) Altimeter Growth(AGC) — Southeast Asia's ride-hailing giant Grab isgoing public via a SPAC mergerwith Altimeter Growth, valued at nearly $40 billion. Grab says it intends to list on the Nasdaq under ticker symbol \"GRAB\" following the deal's completion. Altimeter's shares surged nearly 9% in premarket trading.2) Johnson & Johnson(JNJ) — Shares of the drugmaker fell 2.8% in the premarket after the Food and Drug Administrationsaid it is asking states to pauseadministering J&J's Covid-19 vaccine after six people in the U.S. developed a rare disorder involving blood clots. The FDA said the recommendation is \"out of an abundance of caution.\"Modernashares popped more than 7% in early trading on the news.3) FedEx(FDX) — Shares of the shipping company rose in premarket trading about KeyBanc Capital Markets upgraded FedEx to \"overweight.\" The Wall Street firm also set a $350 per share price target on FedEx. KeyBanc said FedEx can still grow volume even with the return to in-person shopping.4) JetBlue(JBLU),Spirit Airlines(SAVE) — Shares of the airlines popped in premarket trading after Susquehanna Financial Group upgraded JetBlue and Spirit Airlines to “positive.” “With a recovery in U.S. domestic air travel underway, we want to own the low-cost carriers,” the firm’s analyst told clients.5) Booking Holdings(BKNG) — The travel company gained in premarket trading after Jefferies upgraded Booking to “buy” from “hold” on a rebound in global travel. The first also hiked its 12-month price target to $2,800 per share from $2,300 per share.6) 3M(MMM) — Shares of the manufacturing giant edged lower in the premarket after Deutsche Bank added a “catalyst call” sell on 3M. The Wall Street firm said the stock has curiously outperformed in recent weeks despite Deutsche Bank’s expectation for a miss on upcoming earnings.7) NortonLifeLock(NLOK) — The security company dipped in premarket trading after Bank of America initiated the stock with an “underperform” rating and a $19 per share price target. “Last year’s COVID-related spike in demand may unwind in the next few quarters and the company may return to negative trends in churn and subscriber additions, negatively impacting the revenue growth,” the firm said.8) Honeywell(HON) — Shares of Honeywell rose in premarket trade after Deutsche Bank put a catalyst call “buy” rating on the stock. The firm said investors are unenthusiastic about Honeywell, despite a recovery taking hold.9) Bristol-Myers Squibb(BMY) — Shares of the pharmaceutical company rose in the premarket about Truist upgraded Bristol-Myers Squibb to “buy” from “hold” with a $74 per share price target. The Wall Street firm said it likes Bristol-Myers Squibb’s drug pipeline.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363093514,"gmtCreate":1614080455338,"gmtModify":1634551264338,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"As I mentioned in my last comments... Disneyland will bounce back...","listText":"As I mentioned in my last comments... Disneyland will bounce back...","text":"As I mentioned in my last comments... Disneyland will bounce back...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/363093514","repostId":"1162512089","repostType":4,"repost":{"id":"1162512089","kind":"news","pubTimestamp":1614073940,"share":"https://www.laohu8.com/m/news/1162512089?lang=zh_CN&edition=full","pubTime":"2021-02-23 17:52","market":"us","language":"en","title":"Why Disney Stock Rose to a New All-Time High<blockquote>迪士尼股价为何升至历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162512089","media":"Motley Fool","summary":"The entertainment titan gives investors many ways to win.\nWhat happened\nShares of Walt Disney (NYSE:","content":"<p>The entertainment titan gives investors many ways to win.</p><p><blockquote>这家娱乐巨头为投资者提供了多种获胜方式。</blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> Shares of <b>Walt Disney</b> (NYSE:DIS) climbed 4.4% to a closing high of $191.76 on Monday, as investors rotated into companies that could benefit once the COVID-19 crisis subsides.</p><p><blockquote>本公司之股份<b>迪斯尼</b>(NYSE:DIS)周一上涨4.4%,至191.76美元的收盘高点,投资者纷纷转向一旦COVID-19危机消退可能受益的公司。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Even as the number of coronavirus-related deaths in the U.S. surpasses 500,000, many people are beginning to look ahead to an eventual end to the health crisis. New COVID-19 cases are declining in many areas of the world as governments ramp up their vaccination efforts. Investors, in turn, bid up the stock prices of companies that stand to profit from a potential post-pandemic recovery.</p><p><blockquote>尽管美国与冠状病毒相关的死亡人数超过50万,但许多人开始展望健康危机的最终结束。随着各国政府加大疫苗接种力度,世界许多地区的新冠肺炎病例正在下降。反过来,投资者抬高了那些有望从大流行后潜在复苏中获利的公司的股价。</blockquote></p><p> Disney is a prominent example of such a company. Its theme parks, cruise ships, and movie studios could see their revenues quickly rebound if the travel and entertainment industries experience a post-COVID boom. Meanwhile, its incredibly popular Disney+ streaming service will likely continue to fuel its growth during the remainder of the pandemic and in the years that follow.</p><p><blockquote>迪士尼就是这类公司的一个突出例子。如果旅游和娱乐业经历后疫情时期的繁荣,其主题公园、游轮和电影制片厂的收入可能会迅速反弹。与此同时,其广受欢迎的Disney+流媒体服务可能会在疫情剩余时间和接下来的几年里继续推动其增长。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Investors seeking a relatively low-risk way to profit from an eventual return to normalcy would be wise to consider Disney. With its unrivaled collection of brands, characters, and storylines, Disney has proven that it can create value for its customers and shareholders in all manner of economic environments. At the same time, with its business poised to boom once the coronavirus is contained, the entertainment giant could deliver handsome gains to long-term investors.</p><p><blockquote>寻求风险相对较低的方式从最终恢复正常中获利的投资者明智的做法是考虑迪士尼。凭借其无与伦比的品牌、角色和故事情节,迪士尼已经证明了它可以在各种经济环境中为客户和股东创造价值。与此同时,一旦冠状病毒得到控制,其业务将蓬勃发展,这家娱乐巨头可以为长期投资者带来可观的收益。</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 Disney Stock Rose to a New All-Time High<blockquote>迪士尼股价为何升至历史新高</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 Disney Stock Rose to a New All-Time High<blockquote>迪士尼股价为何升至历史新高</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\">2021-02-23 17:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The entertainment titan gives investors many ways to win.</p><p><blockquote>这家娱乐巨头为投资者提供了多种获胜方式。</blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> Shares of <b>Walt Disney</b> (NYSE:DIS) climbed 4.4% to a closing high of $191.76 on Monday, as investors rotated into companies that could benefit once the COVID-19 crisis subsides.</p><p><blockquote>本公司之股份<b>迪斯尼</b>(NYSE:DIS)周一上涨4.4%,至191.76美元的收盘高点,投资者纷纷转向一旦COVID-19危机消退可能受益的公司。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Even as the number of coronavirus-related deaths in the U.S. surpasses 500,000, many people are beginning to look ahead to an eventual end to the health crisis. New COVID-19 cases are declining in many areas of the world as governments ramp up their vaccination efforts. Investors, in turn, bid up the stock prices of companies that stand to profit from a potential post-pandemic recovery.</p><p><blockquote>尽管美国与冠状病毒相关的死亡人数超过50万,但许多人开始展望健康危机的最终结束。随着各国政府加大疫苗接种力度,世界许多地区的新冠肺炎病例正在下降。反过来,投资者抬高了那些有望从大流行后潜在复苏中获利的公司的股价。</blockquote></p><p> Disney is a prominent example of such a company. Its theme parks, cruise ships, and movie studios could see their revenues quickly rebound if the travel and entertainment industries experience a post-COVID boom. Meanwhile, its incredibly popular Disney+ streaming service will likely continue to fuel its growth during the remainder of the pandemic and in the years that follow.</p><p><blockquote>迪士尼就是这类公司的一个突出例子。如果旅游和娱乐业经历后疫情时期的繁荣,其主题公园、游轮和电影制片厂的收入可能会迅速反弹。与此同时,其广受欢迎的Disney+流媒体服务可能会在疫情剩余时间和接下来的几年里继续推动其增长。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Investors seeking a relatively low-risk way to profit from an eventual return to normalcy would be wise to consider Disney. With its unrivaled collection of brands, characters, and storylines, Disney has proven that it can create value for its customers and shareholders in all manner of economic environments. At the same time, with its business poised to boom once the coronavirus is contained, the entertainment giant could deliver handsome gains to long-term investors.</p><p><blockquote>寻求风险相对较低的方式从最终恢复正常中获利的投资者明智的做法是考虑迪士尼。凭借其无与伦比的品牌、角色和故事情节,迪士尼已经证明了它可以在各种经济环境中为客户和股东创造价值。与此同时,一旦冠状病毒得到控制,其业务将蓬勃发展,这家娱乐巨头可以为长期投资者带来可观的收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/02/22/why-disney-stock-rose-to-a-new-all-time-high-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":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/02/22/why-disney-stock-rose-to-a-new-all-time-high-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162512089","content_text":"The entertainment titan gives investors many ways to win.\nWhat happened\nShares of Walt Disney (NYSE:DIS) climbed 4.4% to a closing high of $191.76 on Monday, as investors rotated into companies that could benefit once the COVID-19 crisis subsides.\nSo what\nEven as the number of coronavirus-related deaths in the U.S. surpasses 500,000, many people are beginning to look ahead to an eventual end to the health crisis. New COVID-19 cases are declining in many areas of the world as governments ramp up their vaccination efforts. Investors, in turn, bid up the stock prices of companies that stand to profit from a potential post-pandemic recovery.\nDisney is a prominent example of such a company. Its theme parks, cruise ships, and movie studios could see their revenues quickly rebound if the travel and entertainment industries experience a post-COVID boom. Meanwhile, its incredibly popular Disney+ streaming service will likely continue to fuel its growth during the remainder of the pandemic and in the years that follow.\nNow what\nInvestors seeking a relatively low-risk way to profit from an eventual return to normalcy would be wise to consider Disney. With its unrivaled collection of brands, characters, and storylines, Disney has proven that it can create value for its customers and shareholders in all manner of economic environments. At the same time, with its business poised to boom once the coronavirus is contained, the entertainment giant could deliver handsome gains to long-term investors.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893441448,"gmtCreate":1628297563084,"gmtModify":1633751910706,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"Good morning everyone ","listText":"Good morning everyone ","text":"Good morning everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/893441448","repostId":"1155656235","repostType":2,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohu8.com/m/news/1155656235?lang=zh_CN&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在该行业反弹的推动下,云ETF接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计,提供云服务的公司未来将实现强劲的销售增长。(盖蒂图片社/iStockphoto)</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国的传言和德尔塔变异毒株感染人数激增,但美国投资者仍然看涨。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于计算能力向互联网分布式模式转变前沿的公司——预计将在未来几年快速增长,覆盖该领域的五家最大交易所交易基金中有四家即将创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些ETF持有的股票屏幕,显示了预计到2023年销售额增幅最大的股票。在一个许多参与者处于相对早期阶段的行业中,销售额的增长而不是盈利的增长可能是股价的最佳驱动力。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>首先,我们查看了五只最大的云ETF:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何ETF感兴趣,您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至8月4日的总回报比较,以及SPDR标普500 ETF和Invesco QQQ Trust(跟踪纳斯达克100指数)的总回报比较:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF的方法不同。例如,方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪一个指数。根据Ark Invest 8月5日发布的信息,它也是唯一一家持有特斯拉公司股票的公司,占投资组合的10.65%。特斯拉是一家电动汽车制造商,但它也可以被视为一家云公司,因为它不断通过互联网分发软件更新,并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云ETF中,ARKW独有的另一个持股是华特迪士尼公司,该公司通过其Disney+流媒体服务无疑是一个重要的云参与者,即使该公司没有直接说明其销售额有多少来自该快速增长的部分。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>作为对ARKW描述的一部分,FactSet表示如下:</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲,ARKW的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术有信心的投资者,但投资组合的实施是一项更加困难的任务:大多数开发这些进步的公司都是大公司,新兴技术仅占总收入的一小部分。因此,很难纯粹接触ARKW的目标技术,因此请务必确认该基金的持股(而不仅仅是其论点)与您对该领域的看法一致。”</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测2023年的销售增长,我们使用2020年日历的销售预测作为基线,然后查看FactSet调查的分析师对随后三年的一致预测(如果有)。(2020年的数字是估计值,因为许多公司的财年与日历不符。)</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计,我们将该小组限制在FactSet调查的至少5名分析师覆盖的126家公司,这些公司可以获得2020年至2023年的一致销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到2023年销售额复合年增长率(CAGR)最高的20家公司:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.</p><p><blockquote>实际上有21只股票上市,包括Zillow Group Inc.的A类和C类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是,该榜单以ARKW持有的股票为主。该基金对云公司有广泛的定义,也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来12个月共识预测的当前远期市销率、当前市值与2023年预计销售额的比率以及分析师对这些股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下,SPDR标普500指数ETF的远期市销率为2.8,2023年预计市销率为2.6。对于QQQ,目前的市盈率为4.7,2023年将降至4.3。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\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\">\n20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 13:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在该行业反弹的推动下,云ETF接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计,提供云服务的公司未来将实现强劲的销售增长。(盖蒂图片社/iStockphoto)</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国的传言和德尔塔变异毒株感染人数激增,但美国投资者仍然看涨。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于计算能力向互联网分布式模式转变前沿的公司——预计将在未来几年快速增长,覆盖该领域的五家最大交易所交易基金中有四家即将创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些ETF持有的股票屏幕,显示了预计到2023年销售额增幅最大的股票。在一个许多参与者处于相对早期阶段的行业中,销售额的增长而不是盈利的增长可能是股价的最佳驱动力。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>首先,我们查看了五只最大的云ETF:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何ETF感兴趣,您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至8月4日的总回报比较,以及SPDR标普500 ETF和Invesco QQQ Trust(跟踪纳斯达克100指数)的总回报比较:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF的方法不同。例如,方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪一个指数。根据Ark Invest 8月5日发布的信息,它也是唯一一家持有特斯拉公司股票的公司,占投资组合的10.65%。特斯拉是一家电动汽车制造商,但它也可以被视为一家云公司,因为它不断通过互联网分发软件更新,并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云ETF中,ARKW独有的另一个持股是华特迪士尼公司,该公司通过其Disney+流媒体服务无疑是一个重要的云参与者,即使该公司没有直接说明其销售额有多少来自该快速增长的部分。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>作为对ARKW描述的一部分,FactSet表示如下:</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲,ARKW的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术有信心的投资者,但投资组合的实施是一项更加困难的任务:大多数开发这些进步的公司都是大公司,新兴技术仅占总收入的一小部分。因此,很难纯粹接触ARKW的目标技术,因此请务必确认该基金的持股(而不仅仅是其论点)与您对该领域的看法一致。”</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测2023年的销售增长,我们使用2020年日历的销售预测作为基线,然后查看FactSet调查的分析师对随后三年的一致预测(如果有)。(2020年的数字是估计值,因为许多公司的财年与日历不符。)</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计,我们将该小组限制在FactSet调查的至少5名分析师覆盖的126家公司,这些公司可以获得2020年至2023年的一致销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到2023年销售额复合年增长率(CAGR)最高的20家公司:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.</p><p><blockquote>实际上有21只股票上市,包括Zillow Group Inc.的A类和C类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是,该榜单以ARKW持有的股票为主。该基金对云公司有广泛的定义,也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来12个月共识预测的当前远期市销率、当前市值与2023年预计销售额的比率以及分析师对这些股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下,SPDR标普500指数ETF的远期市销率为2.8,2023年预计市销率为2.6。对于QQQ,目前的市盈率为4.7,2023年将降至4.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","COIN":"Coinbase Global, Inc.","Z":"Zillow","TDOC":"Teladoc Health Inc.","PINS":"Pinterest, Inc.","DKNG":"DraftKings Inc.","TSLA":"特斯拉","KC":"金山云","MELI":"MercadoLibre","SKLZ":"Skillz Inc","SE":"Sea Ltd","CRWD":"CrowdStrike Holdings, Inc.","SNAP":"Snap Inc","OKTA":"Okta Inc.","ZG":"Zillow Class A","LC":"LendingClub","ROKU":"Roku Inc","VCYT":"Veracyte Inc","SHOP":"Shopify Inc","ADYEY":"Adyen N.V."},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"DKNG":0.9,"ADYEY":0.9,"OKTA":0.9,"LC":0.9,"TSLA":0.9,"SNAP":0.9,"COIN":0.9,"SHOP":0.9,"Z":0.9,"KC":0.9,"PINS":0.9,"TDOC":0.9,"SKLZ":0.9,"SQ":0.9,"MELI":0.9,"SE":0.9,"ROKU":0.9,"PDD":0.9,"CRWD":0.9,"ZG":0.9,"VCYT":0.9}},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141763887,"gmtCreate":1625892202349,"gmtModify":1633936292462,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"Slowly and steadily...","listText":"Slowly and steadily...","text":"Slowly and steadily...","images":[{"img":"https://static.tigerbbs.com/df3b1b79c924b86afbb91f22318815c4","width":"1080","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/141763887","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":193464809,"gmtCreate":1620811403101,"gmtModify":1634196129899,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>not bad not bad","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>not bad not bad","text":"$Apple(AAPL)$not bad not bad","images":[{"img":"https://static.tigerbbs.com/06bab200eb56b84db288abab31b35134","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/193464809","isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":340239663,"gmtCreate":1617415123952,"gmtModify":1634521067703,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"pls respond to my in kind too. Seems like many countries are buying US bonds ","listText":"pls respond to my in kind too. Seems like many countries are buying US bonds ","text":"pls respond to my in kind too. Seems like many countries are buying US bonds","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/340239663","repostId":"2124731070","repostType":2,"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356781220,"gmtCreate":1616815802360,"gmtModify":1634523850710,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561980891009703","authorIdStr":"3561980891009703"},"themes":[],"htmlText":"Tesla will continue to lead the EV market...","listText":"Tesla will continue to lead the EV market...","text":"Tesla will continue to lead the EV market...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/356781220","repostId":"1111192234","repostType":2,"repost":{"id":"1111192234","kind":"news","pubTimestamp":1616772179,"share":"https://www.laohu8.com/m/news/1111192234?lang=zh_CN&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度再过几天就结束了。这意味着汽车制造商的更多交付数据即将发布。对于投资者来说,这些数字将比平时更重要。原因很简单:全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉(股票代码:TSLA)等估值高、高增长的公司来说,数字将更加重要。特斯拉投资者想要增长,而芯片形势正在挤压增长。通用汽车(GM)和福特汽车(F)最近都意外停工,并称芯片问题是2021年10亿美元利润的阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到了这个问题。尽管如此,当第一季度数据公布时,如果业绩弱于预期,投资者必须决定是否给特斯拉或任何其他快速增长的电动汽车制造商一个通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止,市场并不仁慈。但样本量只有一只股票。</blockquote></p><p> NIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>电动汽车制造商蔚来(蔚来)将第一季度交付量指引从约20,250辆下调至约19,500辆,该公司股价在周五交易中下跌超过6%。蔚来管理层以芯片短缺为由,将从3月29日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉,华尔街正在寻找3月份交付的约16.2万辆汽车。这低于峰值估计的约183,000辆。分析师似乎正在减少数量,可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约18.1万辆汽车。分析师预计2021年全年汽车交付量将接近80万辆,同比增长约60%。</blockquote></p><p> RBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>RBC分析师Joe Spak预测第一季度交付量为17万辆,同比增长90%以上。他还预测,本季度特斯拉将在加州生产96,000辆汽车,在中国生产74,000辆汽车。斯帕克在周四的一份报告中写道:“共识[估计]看起来基本合理。”“我们确实在寻找最新消息,以了解semi短缺如何影响特斯拉——就像它对行业其他部门一样。”他认为,由于芯片的原因,预期存在一些额外的下行风险,尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak将特斯拉股票评级为持有,目标价为725美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言,芯片短缺已经让位于利率上升。利率上升主要通过两种方式影响成长型股票。首先,这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在遥远的未来产生的。相对而言,当投资者今天可以用现金赚取更高的利率时,现金流的价值就会低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在2020年上涨超过740%后,今年迄今已下跌约10%。周五早盘交易中,股价下跌0.9%,至634.40美元。标准普尔500指数上涨约0.7%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</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\">\nTesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-26 23:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度再过几天就结束了。这意味着汽车制造商的更多交付数据即将发布。对于投资者来说,这些数字将比平时更重要。原因很简单:全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉(股票代码:TSLA)等估值高、高增长的公司来说,数字将更加重要。特斯拉投资者想要增长,而芯片形势正在挤压增长。通用汽车(GM)和福特汽车(F)最近都意外停工,并称芯片问题是2021年10亿美元利润的阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到了这个问题。尽管如此,当第一季度数据公布时,如果业绩弱于预期,投资者必须决定是否给特斯拉或任何其他快速增长的电动汽车制造商一个通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止,市场并不仁慈。但样本量只有一只股票。</blockquote></p><p> NIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>电动汽车制造商蔚来(蔚来)将第一季度交付量指引从约20,250辆下调至约19,500辆,该公司股价在周五交易中下跌超过6%。蔚来管理层以芯片短缺为由,将从3月29日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉,华尔街正在寻找3月份交付的约16.2万辆汽车。这低于峰值估计的约183,000辆。分析师似乎正在减少数量,可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约18.1万辆汽车。分析师预计2021年全年汽车交付量将接近80万辆,同比增长约60%。</blockquote></p><p> RBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>RBC分析师Joe Spak预测第一季度交付量为17万辆,同比增长90%以上。他还预测,本季度特斯拉将在加州生产96,000辆汽车,在中国生产74,000辆汽车。斯帕克在周四的一份报告中写道:“共识[估计]看起来基本合理。”“我们确实在寻找最新消息,以了解semi短缺如何影响特斯拉——就像它对行业其他部门一样。”他认为,由于芯片的原因,预期存在一些额外的下行风险,尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak将特斯拉股票评级为持有,目标价为725美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言,芯片短缺已经让位于利率上升。利率上升主要通过两种方式影响成长型股票。首先,这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在遥远的未来产生的。相对而言,当投资者今天可以用现金赚取更高的利率时,现金流的价值就会低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在2020年上涨超过740%后,今年迄今已下跌约10%。周五早盘交易中,股价下跌0.9%,至634.40美元。标准普尔500指数上涨约0.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}