美股社区的个人主页 - 老虎社区

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2021-08-22

$ASML Holding NV(ASML)$great

2021-10-10

Good

Fast-Growing Stocks: GOOGL Stock Among 24 Names Expecting Up To 800% Growth In Q3<blockquote>快速增长的股票：24只股票中的GOOGL股票预计第三季度增长高达800%</blockquote>

2021-08-05

$ASML Holding NV(ASML)$👍🏻

2021-11-04

$Lululemon Athletica(LULU)$💵💵💵

2021-11-03

$Apple(AAPL)$👍🏻

2021-10-08

$Lululemon Athletica(LULU)$ top up?

2021-08-13

$ASML Holding NV(ASML)$🥳🥳🥳

2021-08-10

FB up up up

2021-07-24

Like

抱歉，原内容已删除

2021-07-24

$ASML Holding NV(ASML)$🤑🤑🤑

2021-11-09

$Apple(AAPL)$ 👍🏻

2021-10-25

$Lululemon Athletica(LULU)$👏🏻👏🏻👏🏻

2021-09-12

$NVIDIA Corp(NVDA)$moving upside?

2021-08-21

$ASML Holding NV(ASML)$💵💵💵

2021-08-04

Fantastic

ASML: Strong Momentum Should Lead To Higher Revenue Expectations At Upcoming Investor Day<blockquote>ASML：强劲的势头应该会在即将到来的投资者日带来更高的收入预期</blockquote>

2021-07-24

Good

抱歉，原内容已删除

2021-07-21

Good

抱歉，原内容已删除

2021-11-10

$Synopsys(SNPS)$👍🏻

2021-10-26

$Lululemon Athletica(LULU)$💸💸💸

2021-10-01

$NVIDIA Corp(NVDA)$ can buy?

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07:53","market":"hk","language":"zh","title":"昨夜今晨：美三大指数均跌超1%，新能源汽车股重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1135781276","media":"老虎资讯综合","summary":"摘要：①特斯拉股价收跌3.5％，创两个月新低；②热门中概股周一收盘普跌，知乎跌近10%；③需求前景黯淡，国际原油期货结算价大幅收跌；④甲骨文重金砸入医疗保健行业 以283亿美元收购Cerner。\n\n海","content":"<blockquote>\n 摘要：①特斯拉股价收跌3.5％，创两个月新低；②热门中概股周一收盘普跌，知乎跌近10%；③需求前景黯淡，国际原油期货结算价大幅收跌；④甲骨文重金砸入医疗保健行业 以283亿美元收购Cerner。\n</blockquote>\n<p><b>海外市场</b></p>\n<p>1、美三大股指均跌超1%，特斯拉股价收跌3.5％创两个月新低</p>\n<p>拜登经济支出计划被推迟审议，美股三大指数集体收跌，纳指跌1.24%，道指跌1.23%，标普500指数跌1.14%。</p>\n<p>金融股普遍下行，高盛跌逾3%，富国银行下跌2.8%，摩根大通和美国银行分别下跌了约2%。特斯拉股价收跌3.5％，为10月21日以来最低水平。</p>\n<p>2、热门中概股周一收盘普跌 知乎跌超9%</p>\n<p>热门中概股普跌，知乎跌近10%，北京市网信办依法约谈处罚知乎网。</p>\n<p>其余中概股方面，哔哩哔哩跌超11%，贝壳跌超10%，雾芯科技跌近9%，百世集团跌超7%，阿里巴巴跌近6%，爱奇艺、HM、汽车之家跌超5%，拼多多、新东方、携程跌近5%，京东跌超4%，百度、网易、瑞幸粉单跌超3%。</p>\n<p>新能源汽车股中，蔚来汽车跌超6%，理想汽车、小鹏汽车跌超5%。</p>\n<p>3、欧股集体收跌 德国DAX30指数跌近2%</p>\n<p>欧股集体收跌：德国DAX30指数跌1.92%，法国CAC40指数跌0.82%，英国富时100指数跌0.99%，西班牙IBEX35指数跌0.83%，意大利富时MIB指数跌1.6%，欧洲斯托克50指数跌1.29%。</p>\n<p>4、需求前景黯淡 原油期货创12月3日来最低收盘价</p>\n<p>奥密克戎变异毒株迅速传播以及世界部分地区实施新的封锁限制措施，加剧了对原油需求的担忧。</p>\n<p>最终，国际原油期货结算价大幅收跌，WTI 1月原油期货到期交割日收跌2.63美元，跌幅3.71%，报68.23美元/桶。 WTI 2月原油期货收跌2.98%，报68.61美元/桶。 布伦特2月原油期货收3.00美元，跌幅4.08%，报71.52美元/桶。</p>\n<p>5、黄金期货周一收跌0.6% 失守1800美元</p>\n<p>美联储激进加息的前景在短期内损害了投资者对股票和贵金属的兴趣。最终，COMEX 2月黄金期货结算价收跌0.6%，报1794.60美元/盎司。</p>\n<p>6、土耳其里拉持续贬值 土股市一天内两次触发熔断</p>\n<p>当地时间20日，土耳其里拉持续贬值，对美元汇率持续刷新最低纪录，一度跌破17.9。土耳其里拉对欧元则跌破20，创历史新低。与此同时，土耳其伊斯坦布尔100指数暴跌，两次触发熔断机制，当天收盘时跌幅超过8.2%。这是继17日后，土耳其股市第二次一天内两次熔断。</p>\n<p><b>国际宏观</b></p>\n<p>1、民主党进步派不甘心颗粒无收 敦促拜登动用行政权力绕过Manchin阻挠</p>\n<p>鉴于当前的法案事实上已被参议员Joe Manchin扼杀，民主党进步派敦促美国总统乔·拜登利用他的行政权力，至少将他经济议程的一部分内容付诸实施。</p>\n<p>国会进步派党团领袖、众议员Pramila Jayapal周一表示，拜登可以在一些气候问题和减轻学生贷款负担方面采取行动，但没有提供细节。</p>\n<p>2、掌握关键票的民主党“叛徒”反对后 拜登2万亿刺激要瘦身？美参院计划明年1月表决</p>\n<p>掌握美国参议院关键一票的民主党议员曼钦让拜登政府今年内出台1.75万亿美元经济刺激案的希望成为泡影。尽管如此，参议院仍计划明年1月就进行相关投票表决。但曼钦暗示，要获得通过，民主党可能必须让方案“瘦身”。</p>\n<p>3、世卫组织：2022 年必须终止新冠肺炎大流行</p>\n<p>当地时间 20 日，世界卫生组织总干事谭德塞在日内瓦召开的新闻发布会上表示，2021 年新冠肺炎疫情夺走了至少 330 万人的生命，如今每周依然有 50000 人直接死于新冠肺炎。</p>\n<p>谭德塞还表示，数据表明，奥密克戎变异毒株的传播速度快于德尔塔毒株，新冠疫苗接种者或是康复者有可能再次感染该病毒。疫情不仅干扰了人们的正常生活，甚至扰乱其他疾病的筛查、治疗和服务。</p>\n<p>4、2021年全球并购交易活动首次突破5万亿美元 创历史纪录</p>\n<p>全球并购（M&amp;A）活动在2021年打破了历史纪录，因大量资本和天价估值助长了疯狂的交易水平。</p>\n<p>Dealogic的数据显示，全球并购活动价值有史以来首次突破5万亿美元。截至12月16日，并购交易额增长63%，达到5.63万亿美元，轻松超过了2007年金融危机前4.42万亿美元的记录。</p>\n<p>5、世界经济论坛2022年年会将推迟至明年初夏举行</p>\n<p>当地时间12月20日，世界经济论坛官方宣布，鉴于全球新冠疫情的不确定性，将推迟原计划于2022年1月17日至21日在瑞士达沃斯举行的世界经济论坛年会。</p>\n<p>6、英国首相：目前不采取新的防疫措施 但保留相关可能性</p>\n<p>当地时间12月20日下午，英国首相约翰逊在数小时的内阁会议结束后表示，目前不采取新的防疫措施，但保留采取进一步措施的可能性。</p>\n<p>7、美国环保局计划收紧汽车燃油里程标准</p>\n<p>当地时间12月20日，美国环境保护局计划将美国2026年前汽车的燃料排放标准收紧至每加仑汽油平均行驶约40英里(64.37公里)，取代特朗普时期实行的宽松标准。</p>\n<p>根据美国环保局的一份情况说明书显示，最新的标准比环保局于8月首次提出的每加仑汽油平均行驶约38英里(61.15公里)的标准有所提高。该标准将于2021年年底在美国政府《联邦公报》上公布，并于60天后生效。</p>\n<p>8、美联储逆回购工具的需求量在年底行将达到2万亿美元</p>\n<p>即使有更多供应涌入，美元融资市场仍将充斥着过剩流动性，并随着年末临近而加剧。因此，摩根大通策略师估计美联储隔夜逆回购工具的使用量可能在12月31日飙升至1.9至2万亿美元。</p>\n<p>9、世界贸易组织：三季度全球商品贸易量出现下降趋势</p>\n<p>世界贸易组织周一发布的一份报告显示，由于新冠疫情和供应链中断，导致第三季度全球商品贸易量下降0.8%，结束了连续12个月的强劲增长。</p>\n<p><b>公司新闻</b></p>\n<p>1.&nbsp;<a href=\"https://laohu8.com/NW/1161377103\" target=\"_blank\">美光科技第一财季营收76.9亿美元，净利润23.1亿美元</a></p>\n<p><a href=\"https://laohu8.com/S/MU\">美光科技</a>于周一盘后公布了2022财年第一财季业绩，财报显示美光科技第一财季营收为76.9亿美元，上季度为82.7亿美元，去年同期为57.7亿美元；毛利率为46.4%，上季度为47.3%，去年同期为30.1%；GAAP净利润为23.06亿美元，每股盈利2.04美元。</p>\n<p>2.&nbsp;<a href=\"https://laohu8.com/NW/1148244171\" target=\"_blank\">耐克第二财季业绩超预期，大中华区营收下降20%</a></p>\n<p><a href=\"https://laohu8.com/S/NKE\">耐克</a>于美股盘后公布了第二财季业绩，财报显示耐克第二季度营收114亿美元，市场预估112.6亿美元；第二季度大中华营收18.4亿美元，市场预估21.4亿美元；第二季度毛利率45.9%，市场预估44.2%；第二季度每股收益83美分，上年同期78美分。</p>\n<p>3.&nbsp;<a href=\"https://laohu8.com/NW/2192138880\" target=\"_blank\">甲骨文重金砸入医疗保健行业 以283亿美元收购Cerner</a></p>\n<p>甲骨文同意以大约283亿美元的代价收购医疗记录系统供应商Cerner Corp．，为这家软件制造商带来医疗保健行业的广泛客户基础，提振其云计算和数据库业务。</p>\n<p>甲骨文周一公告称，将以每股95美元现金收购Cerner。这是甲骨文历史上最大的全现金交易。甲骨文股价下跌2%，而Cerner股票停牌。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2192904708\" target=\"_blank\">美国造车新势力Rivian产能受限，股价创新低</a></p>\n<p>日前，美国造车新势力Rivian表示，由于供应链的限制，它可能达不到它为自己设定的2021年生产目标。该公司透露由于供应问题，预计将在2021年交付以“几百辆”车，而不是此前计划的1200辆。在公布这条消息之后，其股价已经跌至其作为上市公司开始交易以来的最低点。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2193813383\" target=\"_blank\">消息称苹果M2处理器开发已近完成，采用台积电4纳米制程</a></p>\n<p>12月20日消息，据供应链业者消息，苹果M2系列处理器开发已近完成，将采用台积电4纳米制程量产，未来Apple Silicon将以每18个月为周期进行升级。</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>昨夜今晨：美三大指数均跌超1%，新能源汽车股重挫</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n昨夜今晨：美三大指数均跌超1%，新能源汽车股重挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-21 07:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①特斯拉股价收跌3.5％，创两个月新低；②热门中概股周一收盘普跌，知乎跌近10%；③需求前景黯淡，国际原油期货结算价大幅收跌；④甲骨文重金砸入医疗保健行业 以283亿美元收购Cerner。\n</blockquote>\n<p><b>海外市场</b></p>\n<p>1、美三大股指均跌超1%，特斯拉股价收跌3.5％创两个月新低</p>\n<p>拜登经济支出计划被推迟审议，美股三大指数集体收跌，纳指跌1.24%，道指跌1.23%，标普500指数跌1.14%。</p>\n<p>金融股普遍下行，高盛跌逾3%，富国银行下跌2.8%，摩根大通和美国银行分别下跌了约2%。特斯拉股价收跌3.5％，为10月21日以来最低水平。</p>\n<p>2、热门中概股周一收盘普跌 知乎跌超9%</p>\n<p>热门中概股普跌，知乎跌近10%，北京市网信办依法约谈处罚知乎网。</p>\n<p>其余中概股方面，哔哩哔哩跌超11%，贝壳跌超10%，雾芯科技跌近9%，百世集团跌超7%，阿里巴巴跌近6%，爱奇艺、HM、汽车之家跌超5%，拼多多、新东方、携程跌近5%，京东跌超4%，百度、网易、瑞幸粉单跌超3%。</p>\n<p>新能源汽车股中，蔚来汽车跌超6%，理想汽车、小鹏汽车跌超5%。</p>\n<p>3、欧股集体收跌 德国DAX30指数跌近2%</p>\n<p>欧股集体收跌：德国DAX30指数跌1.92%，法国CAC40指数跌0.82%，英国富时100指数跌0.99%，西班牙IBEX35指数跌0.83%，意大利富时MIB指数跌1.6%，欧洲斯托克50指数跌1.29%。</p>\n<p>4、需求前景黯淡 原油期货创12月3日来最低收盘价</p>\n<p>奥密克戎变异毒株迅速传播以及世界部分地区实施新的封锁限制措施，加剧了对原油需求的担忧。</p>\n<p>最终，国际原油期货结算价大幅收跌，WTI 1月原油期货到期交割日收跌2.63美元，跌幅3.71%，报68.23美元/桶。 WTI 2月原油期货收跌2.98%，报68.61美元/桶。 布伦特2月原油期货收3.00美元，跌幅4.08%，报71.52美元/桶。</p>\n<p>5、黄金期货周一收跌0.6% 失守1800美元</p>\n<p>美联储激进加息的前景在短期内损害了投资者对股票和贵金属的兴趣。最终，COMEX 2月黄金期货结算价收跌0.6%，报1794.60美元/盎司。</p>\n<p>6、土耳其里拉持续贬值 土股市一天内两次触发熔断</p>\n<p>当地时间20日，土耳其里拉持续贬值，对美元汇率持续刷新最低纪录，一度跌破17.9。土耳其里拉对欧元则跌破20，创历史新低。与此同时，土耳其伊斯坦布尔100指数暴跌，两次触发熔断机制，当天收盘时跌幅超过8.2%。这是继17日后，土耳其股市第二次一天内两次熔断。</p>\n<p><b>国际宏观</b></p>\n<p>1、民主党进步派不甘心颗粒无收 敦促拜登动用行政权力绕过Manchin阻挠</p>\n<p>鉴于当前的法案事实上已被参议员Joe Manchin扼杀，民主党进步派敦促美国总统乔·拜登利用他的行政权力，至少将他经济议程的一部分内容付诸实施。</p>\n<p>国会进步派党团领袖、众议员Pramila Jayapal周一表示，拜登可以在一些气候问题和减轻学生贷款负担方面采取行动，但没有提供细节。</p>\n<p>2、掌握关键票的民主党“叛徒”反对后 拜登2万亿刺激要瘦身？美参院计划明年1月表决</p>\n<p>掌握美国参议院关键一票的民主党议员曼钦让拜登政府今年内出台1.75万亿美元经济刺激案的希望成为泡影。尽管如此，参议院仍计划明年1月就进行相关投票表决。但曼钦暗示，要获得通过，民主党可能必须让方案“瘦身”。</p>\n<p>3、世卫组织：2022 年必须终止新冠肺炎大流行</p>\n<p>当地时间 20 日，世界卫生组织总干事谭德塞在日内瓦召开的新闻发布会上表示，2021 年新冠肺炎疫情夺走了至少 330 万人的生命，如今每周依然有 50000 人直接死于新冠肺炎。</p>\n<p>谭德塞还表示，数据表明，奥密克戎变异毒株的传播速度快于德尔塔毒株，新冠疫苗接种者或是康复者有可能再次感染该病毒。疫情不仅干扰了人们的正常生活，甚至扰乱其他疾病的筛查、治疗和服务。</p>\n<p>4、2021年全球并购交易活动首次突破5万亿美元 创历史纪录</p>\n<p>全球并购（M&amp;A）活动在2021年打破了历史纪录，因大量资本和天价估值助长了疯狂的交易水平。</p>\n<p>Dealogic的数据显示，全球并购活动价值有史以来首次突破5万亿美元。截至12月16日，并购交易额增长63%，达到5.63万亿美元，轻松超过了2007年金融危机前4.42万亿美元的记录。</p>\n<p>5、世界经济论坛2022年年会将推迟至明年初夏举行</p>\n<p>当地时间12月20日，世界经济论坛官方宣布，鉴于全球新冠疫情的不确定性，将推迟原计划于2022年1月17日至21日在瑞士达沃斯举行的世界经济论坛年会。</p>\n<p>6、英国首相：目前不采取新的防疫措施 但保留相关可能性</p>\n<p>当地时间12月20日下午，英国首相约翰逊在数小时的内阁会议结束后表示，目前不采取新的防疫措施，但保留采取进一步措施的可能性。</p>\n<p>7、美国环保局计划收紧汽车燃油里程标准</p>\n<p>当地时间12月20日，美国环境保护局计划将美国2026年前汽车的燃料排放标准收紧至每加仑汽油平均行驶约40英里(64.37公里)，取代特朗普时期实行的宽松标准。</p>\n<p>根据美国环保局的一份情况说明书显示，最新的标准比环保局于8月首次提出的每加仑汽油平均行驶约38英里(61.15公里)的标准有所提高。该标准将于2021年年底在美国政府《联邦公报》上公布，并于60天后生效。</p>\n<p>8、美联储逆回购工具的需求量在年底行将达到2万亿美元</p>\n<p>即使有更多供应涌入，美元融资市场仍将充斥着过剩流动性，并随着年末临近而加剧。因此，摩根大通策略师估计美联储隔夜逆回购工具的使用量可能在12月31日飙升至1.9至2万亿美元。</p>\n<p>9、世界贸易组织：三季度全球商品贸易量出现下降趋势</p>\n<p>世界贸易组织周一发布的一份报告显示，由于新冠疫情和供应链中断，导致第三季度全球商品贸易量下降0.8%，结束了连续12个月的强劲增长。</p>\n<p><b>公司新闻</b></p>\n<p>1.&nbsp;<a href=\"https://laohu8.com/NW/1161377103\" target=\"_blank\">美光科技第一财季营收76.9亿美元，净利润23.1亿美元</a></p>\n<p><a href=\"https://laohu8.com/S/MU\">美光科技</a>于周一盘后公布了2022财年第一财季业绩，财报显示美光科技第一财季营收为76.9亿美元，上季度为82.7亿美元，去年同期为57.7亿美元；毛利率为46.4%，上季度为47.3%，去年同期为30.1%；GAAP净利润为23.06亿美元，每股盈利2.04美元。</p>\n<p>2.&nbsp;<a href=\"https://laohu8.com/NW/1148244171\" target=\"_blank\">耐克第二财季业绩超预期，大中华区营收下降20%</a></p>\n<p><a href=\"https://laohu8.com/S/NKE\">耐克</a>于美股盘后公布了第二财季业绩，财报显示耐克第二季度营收114亿美元，市场预估112.6亿美元；第二季度大中华营收18.4亿美元，市场预估21.4亿美元；第二季度毛利率45.9%，市场预估44.2%；第二季度每股收益83美分，上年同期78美分。</p>\n<p>3.&nbsp;<a href=\"https://laohu8.com/NW/2192138880\" target=\"_blank\">甲骨文重金砸入医疗保健行业 以283亿美元收购Cerner</a></p>\n<p>甲骨文同意以大约283亿美元的代价收购医疗记录系统供应商Cerner Corp．，为这家软件制造商带来医疗保健行业的广泛客户基础，提振其云计算和数据库业务。</p>\n<p>甲骨文周一公告称，将以每股95美元现金收购Cerner。这是甲骨文历史上最大的全现金交易。甲骨文股价下跌2%，而Cerner股票停牌。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2192904708\" target=\"_blank\">美国造车新势力Rivian产能受限，股价创新低</a></p>\n<p>日前，美国造车新势力Rivian表示，由于供应链的限制，它可能达不到它为自己设定的2021年生产目标。该公司透露由于供应问题，预计将在2021年交付以“几百辆”车，而不是此前计划的1200辆。在公布这条消息之后，其股价已经跌至其作为上市公司开始交易以来的最低点。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2193813383\" target=\"_blank\">消息称苹果M2处理器开发已近完成，采用台积电4纳米制程</a></p>\n<p>12月20日消息，据供应链业者消息，苹果M2系列处理器开发已近完成，将采用台积电4纳米制程量产，未来Apple Silicon将以每18个月为周期进行升级。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135781276","content_text":"摘要：①特斯拉股价收跌3.5％，创两个月新低；②热门中概股周一收盘普跌，知乎跌近10%；③需求前景黯淡，国际原油期货结算价大幅收跌；④甲骨文重金砸入医疗保健行业 以283亿美元收购Cerner。\n\n海外市场\n1、美三大股指均跌超1%，特斯拉股价收跌3.5％创两个月新低\n拜登经济支出计划被推迟审议，美股三大指数集体收跌，纳指跌1.24%，道指跌1.23%，标普500指数跌1.14%。\n金融股普遍下行，高盛跌逾3%，富国银行下跌2.8%，摩根大通和美国银行分别下跌了约2%。特斯拉股价收跌3.5％，为10月21日以来最低水平。\n2、热门中概股周一收盘普跌 知乎跌超9%\n热门中概股普跌，知乎跌近10%，北京市网信办依法约谈处罚知乎网。\n其余中概股方面，哔哩哔哩跌超11%，贝壳跌超10%，雾芯科技跌近9%，百世集团跌超7%，阿里巴巴跌近6%，爱奇艺、HM、汽车之家跌超5%，拼多多、新东方、携程跌近5%，京东跌超4%，百度、网易、瑞幸粉单跌超3%。\n新能源汽车股中，蔚来汽车跌超6%，理想汽车、小鹏汽车跌超5%。\n3、欧股集体收跌 德国DAX30指数跌近2%\n欧股集体收跌：德国DAX30指数跌1.92%，法国CAC40指数跌0.82%，英国富时100指数跌0.99%，西班牙IBEX35指数跌0.83%，意大利富时MIB指数跌1.6%，欧洲斯托克50指数跌1.29%。\n4、需求前景黯淡 原油期货创12月3日来最低收盘价\n奥密克戎变异毒株迅速传播以及世界部分地区实施新的封锁限制措施，加剧了对原油需求的担忧。\n最终，国际原油期货结算价大幅收跌，WTI 1月原油期货到期交割日收跌2.63美元，跌幅3.71%，报68.23美元/桶。 WTI 2月原油期货收跌2.98%，报68.61美元/桶。 布伦特2月原油期货收3.00美元，跌幅4.08%，报71.52美元/桶。\n5、黄金期货周一收跌0.6% 失守1800美元\n美联储激进加息的前景在短期内损害了投资者对股票和贵金属的兴趣。最终，COMEX 2月黄金期货结算价收跌0.6%，报1794.60美元/盎司。\n6、土耳其里拉持续贬值 土股市一天内两次触发熔断\n当地时间20日，土耳其里拉持续贬值，对美元汇率持续刷新最低纪录，一度跌破17.9。土耳其里拉对欧元则跌破20，创历史新低。与此同时，土耳其伊斯坦布尔100指数暴跌，两次触发熔断机制，当天收盘时跌幅超过8.2%。这是继17日后，土耳其股市第二次一天内两次熔断。\n国际宏观\n1、民主党进步派不甘心颗粒无收 敦促拜登动用行政权力绕过Manchin阻挠\n鉴于当前的法案事实上已被参议员Joe Manchin扼杀，民主党进步派敦促美国总统乔·拜登利用他的行政权力，至少将他经济议程的一部分内容付诸实施。\n国会进步派党团领袖、众议员Pramila Jayapal周一表示，拜登可以在一些气候问题和减轻学生贷款负担方面采取行动，但没有提供细节。\n2、掌握关键票的民主党“叛徒”反对后 拜登2万亿刺激要瘦身？美参院计划明年1月表决\n掌握美国参议院关键一票的民主党议员曼钦让拜登政府今年内出台1.75万亿美元经济刺激案的希望成为泡影。尽管如此，参议院仍计划明年1月就进行相关投票表决。但曼钦暗示，要获得通过，民主党可能必须让方案“瘦身”。\n3、世卫组织：2022 年必须终止新冠肺炎大流行\n当地时间 20 日，世界卫生组织总干事谭德塞在日内瓦召开的新闻发布会上表示，2021 年新冠肺炎疫情夺走了至少 330 万人的生命，如今每周依然有 50000 人直接死于新冠肺炎。\n谭德塞还表示，数据表明，奥密克戎变异毒株的传播速度快于德尔塔毒株，新冠疫苗接种者或是康复者有可能再次感染该病毒。疫情不仅干扰了人们的正常生活，甚至扰乱其他疾病的筛查、治疗和服务。\n4、2021年全球并购交易活动首次突破5万亿美元 创历史纪录\n全球并购（M&A）活动在2021年打破了历史纪录，因大量资本和天价估值助长了疯狂的交易水平。\nDealogic的数据显示，全球并购活动价值有史以来首次突破5万亿美元。截至12月16日，并购交易额增长63%，达到5.63万亿美元，轻松超过了2007年金融危机前4.42万亿美元的记录。\n5、世界经济论坛2022年年会将推迟至明年初夏举行\n当地时间12月20日，世界经济论坛官方宣布，鉴于全球新冠疫情的不确定性，将推迟原计划于2022年1月17日至21日在瑞士达沃斯举行的世界经济论坛年会。\n6、英国首相：目前不采取新的防疫措施 但保留相关可能性\n当地时间12月20日下午，英国首相约翰逊在数小时的内阁会议结束后表示，目前不采取新的防疫措施，但保留采取进一步措施的可能性。\n7、美国环保局计划收紧汽车燃油里程标准\n当地时间12月20日，美国环境保护局计划将美国2026年前汽车的燃料排放标准收紧至每加仑汽油平均行驶约40英里(64.37公里)，取代特朗普时期实行的宽松标准。\n根据美国环保局的一份情况说明书显示，最新的标准比环保局于8月首次提出的每加仑汽油平均行驶约38英里(61.15公里)的标准有所提高。该标准将于2021年年底在美国政府《联邦公报》上公布，并于60天后生效。\n8、美联储逆回购工具的需求量在年底行将达到2万亿美元\n即使有更多供应涌入，美元融资市场仍将充斥着过剩流动性，并随着年末临近而加剧。因此，摩根大通策略师估计美联储隔夜逆回购工具的使用量可能在12月31日飙升至1.9至2万亿美元。\n9、世界贸易组织：三季度全球商品贸易量出现下降趋势\n世界贸易组织周一发布的一份报告显示，由于新冠疫情和供应链中断，导致第三季度全球商品贸易量下降0.8%，结束了连续12个月的强劲增长。\n公司新闻\n1. 美光科技第一财季营收76.9亿美元，净利润23.1亿美元\n美光科技于周一盘后公布了2022财年第一财季业绩，财报显示美光科技第一财季营收为76.9亿美元，上季度为82.7亿美元，去年同期为57.7亿美元；毛利率为46.4%，上季度为47.3%，去年同期为30.1%；GAAP净利润为23.06亿美元，每股盈利2.04美元。\n2. 耐克第二财季业绩超预期，大中华区营收下降20%\n耐克于美股盘后公布了第二财季业绩，财报显示耐克第二季度营收114亿美元，市场预估112.6亿美元；第二季度大中华营收18.4亿美元，市场预估21.4亿美元；第二季度毛利率45.9%，市场预估44.2%；第二季度每股收益83美分，上年同期78美分。\n3. 甲骨文重金砸入医疗保健行业 以283亿美元收购Cerner\n甲骨文同意以大约283亿美元的代价收购医疗记录系统供应商Cerner Corp．，为这家软件制造商带来医疗保健行业的广泛客户基础，提振其云计算和数据库业务。\n甲骨文周一公告称，将以每股95美元现金收购Cerner。这是甲骨文历史上最大的全现金交易。甲骨文股价下跌2%，而Cerner股票停牌。\n4、美国造车新势力Rivian产能受限，股价创新低\n日前，美国造车新势力Rivian表示，由于供应链的限制，它可能达不到它为自己设定的2021年生产目标。该公司透露由于供应问题，预计将在2021年交付以“几百辆”车，而不是此前计划的1200辆。在公布这条消息之后，其股价已经跌至其作为上市公司开始交易以来的最低点。\n5、消息称苹果M2处理器开发已近完成，采用台积电4纳米制程\n12月20日消息，据供应链业者消息，苹果M2系列处理器开发已近完成，将采用台积电4纳米制程量产，未来Apple Silicon将以每18个月为周期进行升级。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693690133,"gmtCreate":1640010758708,"gmtModify":1640010822187,"author":{"id":"3563679013796521","authorId":"3563679013796521","name":"美股社区","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563679013796521","idStr":"3563679013796521"},"themes":[],"htmlText":"<a 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11:46","market":"us","language":"en","title":"Fast-Growing Stocks: GOOGL Stock Among 24 Names Expecting Up To 800% Growth In Q3<blockquote>快速增长的股票：24只股票中的GOOGL股票预计第三季度增长高达800%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112605458","media":"investors","summary":"With Q3 earnings season on the horizon, here's a look at today's fastest-growing stocks expecting 65","content":"<p>With Q3 earnings season on the horizon, here's a look at today's fastest-growing stocks expecting 65% to 800% EPS increases in Q3 or their current fiscal quarter. Tech giant&nbsp;<b>Alphabet</b>(GOOGL) joins&nbsp;<b>Crocs</b>(CROX) and leading&nbsp;IPO&nbsp;<b>TaskUs</b>(TASK) make the cut.</p><p><blockquote>随着第三季度财报季的临近，以下是当今增长最快的股票，预计第三季度或当前财季每股收益将增长65%至800%。科技巨头<b>Alphabet</b>（GOOGL）加入<b>卡骆驰</b>(CROX)和领先的IPO<b>塔斯库斯</b>（任务）晋级。</blockquote></p><p> <b>Steel Dynamics</b>(STLD) leads this&nbsp;stock screen&nbsp;featuring 24 companies, joined by&nbsp;oil stocks&nbsp;<b>Diamondback Energy</b>(FANG) and&nbsp;<b>Callon Petroleum</b>(CPE).</p><p><blockquote><b>Steel Dynamics</b>(STLD)在本次股票筛选中领先，共有24家公司，石油股也加入其中<b>响尾蛇能源公司</b>（方）和<b>卡隆石油公司</b>（CPE）。</blockquote></p><p> Having only gone public in June, TASK stock is already among the best IPOs. TaskUs is on&nbsp;IBD Sector Leaders&nbsp;and joins&nbsp;GOOGL stock&nbsp;get on the&nbsp;IBD 50list of top growth stocks.&nbsp;<b>Atkore</b>(ATKR) and&nbsp;<b>Evercore</b>(EVR) also earn spots on the IBD 50 and this&nbsp;stock screen&nbsp;for today's fastest-growing companies.</p><p><blockquote>TASK股票于6月份才上市，已经是最好的IPO之一。TaskUs是IBD行业的领导者之一，并与GOOGL股票一起跻身IBD 50强成长股名单。<b>阿特科雷</b>（ATKR）和<b>Evercore</b>(EVR)还在IBD 50和当今增长最快的公司的股票屏幕上赢得一席之地。</blockquote></p><p> To make this screen, each stock must have a 95 or higher&nbsp;Composite Rating&nbsp;and an 80 or better EPS and RS rating. To avoid thinly traded stocks, the stocks must trade at least 400,000 shares a day on average.</p><p><blockquote>要进行此筛选，每只股票必须具有95或更高的综合评级以及80或更高的EPS和RS评级。为了避免股票交易清淡，这些股票平均每天必须交易至少40万股。</blockquote></p><p> Fastest-Growing Stocks Test Support And Resistance</p><p><blockquote>增长最快的股票测试支撑位和阻力位</blockquote></p><p> With the stock market in a correction, now is not an ideal time to buy stocks. But GOOGL stock, Diamondback Energy, Atkore and others are trying to bounce back as the indexes look to launch a&nbsp;follow-through day&nbsp;to improve the&nbsp;market outlook.</p><p><blockquote>随着股市回调，现在不是买入股票的理想时机。但GOOGL股票、Diamondback Energy、Atkore和其他股票正试图反弹，因为这些指数希望推出后续日来改善市场前景。</blockquote></p><p> CROX stock, GOOGL stock and others are testing support and resistance at their10-week moving averages.</p><p><blockquote>CROX股票、GOOGL股票和其他股票正在测试10周移动平均线的支撑和阻力。</blockquote></p><p> Although this is not an ideal time to&nbsp;buy stocks, the market can turn on a dime. So continue to build your watchlist to track the fastest-growing stocks that may be building new&nbsp;chart patterns&nbsp;and establishing fresh&nbsp;buy points&nbsp;for when the market rebounds.</p><p><blockquote>虽然这不是购买股票的理想时机，但市场可以在一角硬币上转动。因此，继续建立你的观察名单，跟踪增长最快的股票，这些股票可能正在构建新的图表模式，并在市场反弹时建立新的买入点。</blockquote></p><p> Q3 Earnings: Best Growth Stocks To WatchScreen generated in&nbsp;MarketSmith| Data as of 10/7/21</p><p><blockquote>第三季度收益：MarketSmith中生成的最佳增长股票|截至10/7/21的数据</blockquote></p><p></p><p> <table>  <thead>   <tr>    <th>Company</th>    <th>Symbol</th>    <th>EPS Est Cur Qtr %</th>    <th>Comp Rating</th>    <th>EPS Rating</th>    <th>RS Rating</th>    <th>SMR Rating</th>   </tr>  </thead>  <tbody>   <tr>    <td>Steel Dynamics Inc</td>    <td>STLD</td>    <td>800</td>    <td>95</td>    <td>95</td>    <td>84</td>    <td>A</td>   </tr>   <tr>    <td>Boot Barn Holdings Inc</td>    <td>BOOT</td>    <td>345</td>    <td>99</td>    <td>98</td>    <td>96</td>    <td>A</td>   </tr>   <tr>    <td>Northeast Bank</td>    <td>NBN</td>    <td>332</td>    <td>98</td>    <td>99</td>    <td>94</td>    <td>A</td>   </tr>   <tr>    <td>Diamondback Energy Inc</td>    <td>FANG</td>    <td>329</td>    <td>99</td>    <td>94</td>    <td>97</td>    <td>A</td>   </tr>   <tr>    <td>Callon Petroleum Co</td>    <td>CPE</td>    <td>281</td>    <td>98</td>    <td>85</td>    <td>99</td>    <td>A</td>   </tr>   <tr>    <td>Atkore Inc</td>    <td>ATKR</td>    <td>224</td>    <td>99</td>    <td>99</td>    <td>97</td>    <td>A</td>   </tr>   <tr>    <td>Encore Wire Corp</td>    <td>WIRE</td>    <td>186</td>    <td>99</td>    <td>98</td>    <td>95</td>    <td>A</td>   </tr>   <tr>    <td>Matson Inc</td>    <td>MATX</td>    <td>170</td>    <td>99</td>    <td>95</td>    <td>91</td>    <td>A</td>   </tr>   <tr>    <td>Evercore Inc</td>    <td>EVR</td>    <td>151</td>    <td>96</td>    <td>96</td>    <td>86</td>    <td>A</td>   </tr>   <tr>    <td>C A I International Inc</td>    <td>CAI</td>    <td>126</td>    <td>98</td>    <td>98</td>    <td>91</td>    <td>A</td>   </tr>   <tr>    <td>Virtus Investment Ptnrs</td>    <td>VRTS</td>    <td>114</td>    <td>99</td>    <td>99</td>    <td>93</td>    <td>A</td>   </tr>   <tr>    <td>Moelis &amp; Company Cl A</td>    <td>MC</td>    <td>104</td>    <td>96</td>    <td>81</td>    <td>92</td>    <td>A</td>   </tr>   <tr>    <td>Builders Firstsource Inc</td>    <td>BLDR</td>    <td>100</td>    <td>98</td>    <td>99</td>    <td>87</td>    <td>A</td>   </tr>   <tr>    <td>Skyline Champion Corp</td>    <td>SKY</td>    <td>100</td>    <td>97</td>    <td>99</td>    <td>94</td>    <td>A</td>   </tr>   <tr>    <td>Silvergate Cap Corp Cl A</td>    <td>SI</td>    <td>97</td>    <td>99</td>    <td>99</td>    <td>99</td>    <td>A</td>   </tr>   <tr>    <td>Crocs Inc</td>    <td>CROX</td>    <td>96</td>    <td>99</td>    <td>99</td>    <td>97</td>    <td>A</td>   </tr>   <tr>    <td>Power Integrations Inc</td>    <td>POWI</td>    <td>95</td>    <td>98</td>    <td>87</td>    <td>88</td>    <td>A</td>   </tr>   <tr>    <td>N A P C O Security Tech</td>    <td>NSSC</td>    <td>92</td>    <td>96</td>    <td>92</td>    <td>92</td>    <td>A</td>   </tr>   <tr>    <td>Taskus Inc Class A</td>    <td>TASK</td>    <td>88</td>    <td>99</td>    <td>98</td>    <td>98</td>    <td>A</td>   </tr>   <tr>    <td>Techtarget Inc</td>    <td>TTGT</td>    <td>83</td>    <td>99</td>    <td>99</td>    <td>87</td>    <td>A</td>   </tr>   <tr>    <td>Headhunter Group Plc Ads</td>    <td>HHR</td>    <td>76</td>    <td>99</td>    <td>93</td>    <td>95</td>    <td>A</td>   </tr>   <tr>    <td>Endava Plc Cl A Ads</td>    <td>DAVA</td>    <td>71</td>    <td>99</td>    <td>98</td>    <td>96</td>    <td>A</td>   </tr>   <tr>    <td>Metrocity Bankshares Inc</td>    <td>MCBS</td>    <td>69</td>    <td>95</td>    <td>90</td>    <td>90</td>    <td>A</td>   </tr>   <tr>    <td>Alphabet Inc Cl A</td>    <td>GOOGL</td>    <td>65</td>    <td>99</td>    <td>98</td>    <td>91</td>    <td>A</td>   </tr>  </tbody> </table></p><p><blockquote><table><thead><tr><th>公司</th><th>象征</th><th>EPS是当前季度%</th><th>薪酬评级</th><th>每股收益评级</th><th>RS评级</th><th>SMR等级</th></tr></thead><tbody><tr><td>Steel Dynamics公司</td><td>STLD</td><td>800</td><td>95</td><td>95</td><td>84</td><td>一个</td></tr><tr><td>靴子谷仓控股公司</td><td>靴子</td><td>345</td><td>99</td><td>98</td><td>96</td><td>一个</td></tr><tr><td>东北银行</td><td>NBN</td><td>332</td><td>98</td><td>99</td><td>94</td><td>一个</td></tr><tr><td>响尾蛇能源公司</td><td>方</td><td>329</td><td>99</td><td>94</td><td>97</td><td>一个</td></tr><tr><td>卡隆石油公司</td><td>CPE</td><td>281</td><td>98</td><td>85</td><td>99</td><td>一个</td></tr><tr><td>Atkore公司</td><td>ATKR</td><td>224</td><td>99</td><td>99</td><td>97</td><td>一个</td></tr><tr><td>安可电线公司</td><td>电线</td><td>186</td><td>99</td><td>98</td><td>95</td><td>一个</td></tr><tr><td>美森公司</td><td>MATX</td><td>170</td><td>99</td><td>95</td><td>91</td><td>一个</td></tr><tr><td>Evercore公司</td><td>EVR</td><td>151</td><td>96</td><td>96</td><td>86</td><td>一个</td></tr><tr><td>CAI国际公司</td><td>蔡</td><td>126</td><td>98</td><td>98</td><td>91</td><td>一个</td></tr><tr><td>维尔图斯投资Ptnrs</td><td>VRTS</td><td>114</td><td>99</td><td>99</td><td>93</td><td>一个</td></tr><tr><td>莫里斯公司Cl A</td><td>MC</td><td>104</td><td>96</td><td>81</td><td>92</td><td>一个</td></tr><tr><td>建筑商Firstsource公司</td><td>BLDR</td><td>100</td><td>98</td><td>99</td><td>87</td><td>一个</td></tr><tr><td>天际线冠军公司</td><td>天空</td><td>100</td><td>97</td><td>99</td><td>94</td><td>一个</td></tr><tr><td>Silvergate Cap Corp Cl A</td><td>是的</td><td>97</td><td>99</td><td>99</td><td>99</td><td>一个</td></tr><tr><td>卡骆驰公司</td><td>克罗克斯</td><td>96</td><td>99</td><td>99</td><td>97</td><td>一个</td></tr><tr><td>电力集成公司</td><td>POWI</td><td>95</td><td>98</td><td>87</td><td>88</td><td>一个</td></tr><tr><td>NAPCO安全技术</td><td>NSSC</td><td>92</td><td>96</td><td>92</td><td>92</td><td>一个</td></tr><tr><td>Taskus Inc A级</td><td>任务</td><td>88</td><td>99</td><td>98</td><td>98</td><td>一个</td></tr><tr><td>Techtarget公司</td><td>TTGT</td><td>83</td><td>99</td><td>99</td><td>87</td><td>一个</td></tr><tr><td>Headhunter Group Plc广告</td><td>HHR</td><td>76</td><td>99</td><td>93</td><td>95</td><td>一个</td></tr><tr><td>Endava Plc Cl A Ads</td><td>达瓦</td><td>71</td><td>99</td><td>98</td><td>96</td><td>一个</td></tr><tr><td>大都会银行股份公司</td><td>MCBS</td><td>69</td><td>95</td><td>90</td><td>90</td><td>一个</td></tr><tr><td>Alphabet公司Cl A</td><td>GOOGL</td><td>65</td><td>99</td><td>98</td><td>91</td><td>一个</td></tr></tbody></table></blockquote></p><p></p>","source":"lsy1610449120050","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>Fast-Growing Stocks: GOOGL Stock Among 24 Names Expecting Up To 800% Growth In Q3<blockquote>快速增长的股票：24只股票中的GOOGL股票预计第三季度增长高达800%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFast-Growing Stocks: GOOGL Stock Among 24 Names Expecting Up To 800% Growth In Q3<blockquote>快速增长的股票：24只股票中的GOOGL股票预计第三季度增长高达800%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investors</strong><span class=\"h-time small\">2021-10-09 11:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With Q3 earnings season on the horizon, here's a look at today's fastest-growing stocks expecting 65% to 800% EPS increases in Q3 or their current fiscal quarter. Tech giant&nbsp;<b>Alphabet</b>(GOOGL) joins&nbsp;<b>Crocs</b>(CROX) and leading&nbsp;IPO&nbsp;<b>TaskUs</b>(TASK) make the cut.</p><p><blockquote>随着第三季度财报季的临近，以下是当今增长最快的股票，预计第三季度或当前财季每股收益将增长65%至800%。科技巨头<b>Alphabet</b>（GOOGL）加入<b>卡骆驰</b>(CROX)和领先的IPO<b>塔斯库斯</b>（任务）晋级。</blockquote></p><p> <b>Steel Dynamics</b>(STLD) leads this&nbsp;stock screen&nbsp;featuring 24 companies, joined by&nbsp;oil stocks&nbsp;<b>Diamondback Energy</b>(FANG) and&nbsp;<b>Callon Petroleum</b>(CPE).</p><p><blockquote><b>Steel Dynamics</b>(STLD)在本次股票筛选中领先，共有24家公司，石油股也加入其中<b>响尾蛇能源公司</b>（方）和<b>卡隆石油公司</b>（CPE）。</blockquote></p><p> Having only gone public in June, TASK stock is already among the best IPOs. TaskUs is on&nbsp;IBD Sector Leaders&nbsp;and joins&nbsp;GOOGL stock&nbsp;get on the&nbsp;IBD 50list of top growth stocks.&nbsp;<b>Atkore</b>(ATKR) and&nbsp;<b>Evercore</b>(EVR) also earn spots on the IBD 50 and this&nbsp;stock screen&nbsp;for today's fastest-growing companies.</p><p><blockquote>TASK股票于6月份才上市，已经是最好的IPO之一。TaskUs是IBD行业的领导者之一，并与GOOGL股票一起跻身IBD 50强成长股名单。<b>阿特科雷</b>（ATKR）和<b>Evercore</b>(EVR)还在IBD 50和当今增长最快的公司的股票屏幕上赢得一席之地。</blockquote></p><p> To make this screen, each stock must have a 95 or higher&nbsp;Composite Rating&nbsp;and an 80 or better EPS and RS rating. To avoid thinly traded stocks, the stocks must trade at least 400,000 shares a day on average.</p><p><blockquote>要进行此筛选，每只股票必须具有95或更高的综合评级以及80或更高的EPS和RS评级。为了避免股票交易清淡，这些股票平均每天必须交易至少40万股。</blockquote></p><p> Fastest-Growing Stocks Test Support And Resistance</p><p><blockquote>增长最快的股票测试支撑位和阻力位</blockquote></p><p> With the stock market in a correction, now is not an ideal time to buy stocks. But GOOGL stock, Diamondback Energy, Atkore and others are trying to bounce back as the indexes look to launch a&nbsp;follow-through day&nbsp;to improve the&nbsp;market outlook.</p><p><blockquote>随着股市回调，现在不是买入股票的理想时机。但GOOGL股票、Diamondback Energy、Atkore和其他股票正试图反弹，因为这些指数希望推出后续日来改善市场前景。</blockquote></p><p> CROX stock, GOOGL stock and others are testing support and resistance at their10-week moving averages.</p><p><blockquote>CROX股票、GOOGL股票和其他股票正在测试10周移动平均线的支撑和阻力。</blockquote></p><p> Although this is not an ideal time to&nbsp;buy stocks, the market can turn on a dime. So continue to build your watchlist to track the fastest-growing stocks that may be building new&nbsp;chart patterns&nbsp;and establishing fresh&nbsp;buy points&nbsp;for when the market rebounds.</p><p><blockquote>虽然这不是购买股票的理想时机，但市场可以在一角硬币上转动。因此，继续建立你的观察名单，跟踪增长最快的股票，这些股票可能正在构建新的图表模式，并在市场反弹时建立新的买入点。</blockquote></p><p> Q3 Earnings: Best Growth Stocks To WatchScreen generated in&nbsp;MarketSmith| Data as of 10/7/21</p><p><blockquote>第三季度收益：MarketSmith中生成的最佳增长股票|截至10/7/21的数据</blockquote></p><p></p><p> <table>  <thead>   <tr>    <th>Company</th>    <th>Symbol</th>    <th>EPS Est Cur Qtr %</th>    <th>Comp Rating</th>    <th>EPS Rating</th>    <th>RS Rating</th>    <th>SMR Rating</th>   </tr>  </thead>  <tbody>   <tr>    <td>Steel Dynamics Inc</td>    <td>STLD</td>    <td>800</td>    <td>95</td>    <td>95</td>    <td>84</td>    <td>A</td>   </tr>   <tr>    <td>Boot Barn Holdings Inc</td>    <td>BOOT</td>    <td>345</td>    <td>99</td>    <td>98</td>    <td>96</td>    <td>A</td>   </tr>   <tr>    <td>Northeast Bank</td>    <td>NBN</td>    <td>332</td>    <td>98</td>    <td>99</td>    <td>94</td>    <td>A</td>   </tr>   <tr>    <td>Diamondback Energy Inc</td>    <td>FANG</td>    <td>329</td>    <td>99</td>    <td>94</td>    <td>97</td>    <td>A</td>   </tr>   <tr>    <td>Callon Petroleum Co</td>    <td>CPE</td>    <td>281</td>    <td>98</td>    <td>85</td>    <td>99</td>    <td>A</td>   </tr>   <tr>    <td>Atkore Inc</td>    <td>ATKR</td>    <td>224</td>    <td>99</td>    <td>99</td>    <td>97</td>    <td>A</td>   </tr>   <tr>    <td>Encore Wire Corp</td>    <td>WIRE</td>    <td>186</td>    <td>99</td>    <td>98</td>    <td>95</td>    <td>A</td>   </tr>   <tr>    <td>Matson Inc</td>    <td>MATX</td>    <td>170</td>    <td>99</td>    <td>95</td>    <td>91</td>    <td>A</td>   </tr>   <tr>    <td>Evercore Inc</td>    <td>EVR</td>    <td>151</td>    <td>96</td>    <td>96</td>    <td>86</td>    <td>A</td>   </tr>   <tr>    <td>C A I International Inc</td>    <td>CAI</td>    <td>126</td>    <td>98</td>    <td>98</td>    <td>91</td>    <td>A</td>   </tr>   <tr>    <td>Virtus Investment Ptnrs</td>    <td>VRTS</td>    <td>114</td>    <td>99</td>    <td>99</td>    <td>93</td>    <td>A</td>   </tr>   <tr>    <td>Moelis &amp; Company Cl A</td>    <td>MC</td>    <td>104</td>    <td>96</td>    <td>81</td>    <td>92</td>    <td>A</td>   </tr>   <tr>    <td>Builders Firstsource Inc</td>    <td>BLDR</td>    <td>100</td>    <td>98</td>    <td>99</td>    <td>87</td>    <td>A</td>   </tr>   <tr>    <td>Skyline Champion Corp</td>    <td>SKY</td>    <td>100</td>    <td>97</td>    <td>99</td>    <td>94</td>    <td>A</td>   </tr>   <tr>    <td>Silvergate Cap Corp Cl A</td>    <td>SI</td>    <td>97</td>    <td>99</td>    <td>99</td>    <td>99</td>    <td>A</td>   </tr>   <tr>    <td>Crocs Inc</td>    <td>CROX</td>    <td>96</td>    <td>99</td>    <td>99</td>    <td>97</td>    <td>A</td>   </tr>   <tr>    <td>Power Integrations Inc</td>    <td>POWI</td>    <td>95</td>    <td>98</td>    <td>87</td>    <td>88</td>    <td>A</td>   </tr>   <tr>    <td>N A P C O Security Tech</td>    <td>NSSC</td>    <td>92</td>    <td>96</td>    <td>92</td>    <td>92</td>    <td>A</td>   </tr>   <tr>    <td>Taskus Inc Class A</td>    <td>TASK</td>    <td>88</td>    <td>99</td>    <td>98</td>    <td>98</td>    <td>A</td>   </tr>   <tr>    <td>Techtarget Inc</td>    <td>TTGT</td>    <td>83</td>    <td>99</td>    <td>99</td>    <td>87</td>    <td>A</td>   </tr>   <tr>    <td>Headhunter Group Plc Ads</td>    <td>HHR</td>    <td>76</td>    <td>99</td>    <td>93</td>    <td>95</td>    <td>A</td>   </tr>   <tr>    <td>Endava Plc Cl A Ads</td>    <td>DAVA</td>    <td>71</td>    <td>99</td>    <td>98</td>    <td>96</td>    <td>A</td>   </tr>   <tr>    <td>Metrocity Bankshares Inc</td>    <td>MCBS</td>    <td>69</td>    <td>95</td>    <td>90</td>    <td>90</td>    <td>A</td>   </tr>   <tr>    <td>Alphabet Inc Cl A</td>    <td>GOOGL</td>    <td>65</td>    <td>99</td>    <td>98</td>    <td>91</td>    <td>A</td>   </tr>  </tbody> </table></p><p><blockquote><table><thead><tr><th>公司</th><th>象征</th><th>EPS是当前季度%</th><th>薪酬评级</th><th>每股收益评级</th><th>RS评级</th><th>SMR等级</th></tr></thead><tbody><tr><td>Steel Dynamics公司</td><td>STLD</td><td>800</td><td>95</td><td>95</td><td>84</td><td>一个</td></tr><tr><td>靴子谷仓控股公司</td><td>靴子</td><td>345</td><td>99</td><td>98</td><td>96</td><td>一个</td></tr><tr><td>东北银行</td><td>NBN</td><td>332</td><td>98</td><td>99</td><td>94</td><td>一个</td></tr><tr><td>响尾蛇能源公司</td><td>方</td><td>329</td><td>99</td><td>94</td><td>97</td><td>一个</td></tr><tr><td>卡隆石油公司</td><td>CPE</td><td>281</td><td>98</td><td>85</td><td>99</td><td>一个</td></tr><tr><td>Atkore公司</td><td>ATKR</td><td>224</td><td>99</td><td>99</td><td>97</td><td>一个</td></tr><tr><td>安可电线公司</td><td>电线</td><td>186</td><td>99</td><td>98</td><td>95</td><td>一个</td></tr><tr><td>美森公司</td><td>MATX</td><td>170</td><td>99</td><td>95</td><td>91</td><td>一个</td></tr><tr><td>Evercore公司</td><td>EVR</td><td>151</td><td>96</td><td>96</td><td>86</td><td>一个</td></tr><tr><td>CAI国际公司</td><td>蔡</td><td>126</td><td>98</td><td>98</td><td>91</td><td>一个</td></tr><tr><td>维尔图斯投资Ptnrs</td><td>VRTS</td><td>114</td><td>99</td><td>99</td><td>93</td><td>一个</td></tr><tr><td>莫里斯公司Cl A</td><td>MC</td><td>104</td><td>96</td><td>81</td><td>92</td><td>一个</td></tr><tr><td>建筑商Firstsource公司</td><td>BLDR</td><td>100</td><td>98</td><td>99</td><td>87</td><td>一个</td></tr><tr><td>天际线冠军公司</td><td>天空</td><td>100</td><td>97</td><td>99</td><td>94</td><td>一个</td></tr><tr><td>Silvergate Cap Corp Cl A</td><td>是的</td><td>97</td><td>99</td><td>99</td><td>99</td><td>一个</td></tr><tr><td>卡骆驰公司</td><td>克罗克斯</td><td>96</td><td>99</td><td>99</td><td>97</td><td>一个</td></tr><tr><td>电力集成公司</td><td>POWI</td><td>95</td><td>98</td><td>87</td><td>88</td><td>一个</td></tr><tr><td>NAPCO安全技术</td><td>NSSC</td><td>92</td><td>96</td><td>92</td><td>92</td><td>一个</td></tr><tr><td>Taskus Inc A级</td><td>任务</td><td>88</td><td>99</td><td>98</td><td>98</td><td>一个</td></tr><tr><td>Techtarget公司</td><td>TTGT</td><td>83</td><td>99</td><td>99</td><td>87</td><td>一个</td></tr><tr><td>Headhunter Group Plc广告</td><td>HHR</td><td>76</td><td>99</td><td>93</td><td>95</td><td>一个</td></tr><tr><td>Endava Plc Cl A Ads</td><td>达瓦</td><td>71</td><td>99</td><td>98</td><td>96</td><td>一个</td></tr><tr><td>大都会银行股份公司</td><td>MCBS</td><td>69</td><td>95</td><td>90</td><td>90</td><td>一个</td></tr><tr><td>Alphabet公司Cl A</td><td>GOOGL</td><td>65</td><td>99</td><td>98</td><td>91</td><td>一个</td></tr></tbody></table></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investors.com/research/fast-growing-stocks-q3-earnings-estimates/?src=A00220\">investors</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":{"CROX":"卡骆驰","STLD":"Steel Dynamics","FANG":"Diamondback Energy","GOOGL":"谷歌A","TASK":"TaskUs Inc.","CPE":"卡隆石油"},"source_url":"https://www.investors.com/research/fast-growing-stocks-q3-earnings-estimates/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112605458","content_text":"With Q3 earnings season on the horizon, here's a look at today's fastest-growing stocks expecting 65% to 800% EPS increases in Q3 or their current fiscal quarter. Tech giant Alphabet(GOOGL) joins Crocs(CROX) and leading IPO TaskUs(TASK) make the cut.\nSteel Dynamics(STLD) leads this stock screen featuring 24 companies, joined by oil stocks Diamondback Energy(FANG) and Callon Petroleum(CPE).\nHaving only gone public in June, TASK stock is already among the best IPOs. TaskUs is on IBD Sector Leaders and joins GOOGL stock get on the IBD 50list of top growth stocks. Atkore(ATKR) and Evercore(EVR) also earn spots on the IBD 50 and this stock screen for today's fastest-growing companies.\nTo make this screen, each stock must have a 95 or higher Composite Rating and an 80 or better EPS and RS rating. To avoid thinly traded stocks, the stocks must trade at least 400,000 shares a day on average.\nFastest-Growing Stocks Test Support And Resistance\nWith the stock market in a correction, now is not an ideal time to buy stocks. But GOOGL stock, Diamondback Energy, Atkore and others are trying to bounce back as the indexes look to launch a follow-through day to improve the market outlook.\nCROX stock, GOOGL stock and others are testing support and resistance at their10-week moving averages.\nAlthough this is not an ideal time to buy stocks, the market can turn on a dime. So continue to build your watchlist to track the fastest-growing stocks that may be building new chart patterns and establishing fresh buy points for when the market rebounds.\nQ3 Earnings: Best Growth Stocks To WatchScreen generated in MarketSmith| Data as of 10/7/21\n\n\n\nCompany\nSymbol\nEPS Est Cur Qtr %\nComp Rating\nEPS Rating\nRS Rating\nSMR Rating\n\n\n\n\nSteel Dynamics Inc\nSTLD\n800\n95\n95\n84\nA\n\n\nBoot Barn Holdings Inc\nBOOT\n345\n99\n98\n96\nA\n\n\nNortheast Bank\nNBN\n332\n98\n99\n94\nA\n\n\nDiamondback Energy Inc\nFANG\n329\n99\n94\n97\nA\n\n\nCallon Petroleum Co\nCPE\n281\n98\n85\n99\nA\n\n\nAtkore Inc\nATKR\n224\n99\n99\n97\nA\n\n\nEncore Wire Corp\nWIRE\n186\n99\n98\n95\nA\n\n\nMatson Inc\nMATX\n170\n99\n95\n91\nA\n\n\nEvercore Inc\nEVR\n151\n96\n96\n86\nA\n\n\nC A I International Inc\nCAI\n126\n98\n98\n91\nA\n\n\nVirtus Investment Ptnrs\nVRTS\n114\n99\n99\n93\nA\n\n\nMoelis & Company Cl A\nMC\n104\n96\n81\n92\nA\n\n\nBuilders Firstsource Inc\nBLDR\n100\n98\n99\n87\nA\n\n\nSkyline Champion Corp\nSKY\n100\n97\n99\n94\nA\n\n\nSilvergate Cap Corp Cl A\nSI\n97\n99\n99\n99\nA\n\n\nCrocs Inc\nCROX\n96\n99\n99\n97\nA\n\n\nPower Integrations Inc\nPOWI\n95\n98\n87\n88\nA\n\n\nN A P C O Security Tech\nNSSC\n92\n96\n92\n92\nA\n\n\nTaskus Inc Class A\nTASK\n88\n99\n98\n98\nA\n\n\nTechtarget Inc\nTTGT\n83\n99\n99\n87\nA\n\n\nHeadhunter Group Plc Ads\nHHR\n76\n99\n93\n95\nA\n\n\nEndava Plc Cl A Ads\nDAVA\n71\n99\n98\n96\nA\n\n\nMetrocity Bankshares Inc\nMCBS\n69\n95\n90\n90\nA\n\n\nAlphabet Inc Cl 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10:47","market":"us","language":"en","title":"ASML: Strong Momentum Should Lead To Higher Revenue Expectations At Upcoming Investor Day<blockquote>ASML：强劲的势头应该会在即将到来的投资者日带来更高的收入预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123853854","media":"seekingalpha","summary":"Summary\n\nASML recently reported Q2 2021 earnings that were quite good, while the order intake was im","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>ASML recently reported Q2 2021 earnings that were quite good, while the order intake was impressive, and also announced a new share buyback program.</li>  <li>My medium-term expectations for EUV sales were confirmed by the company, which means that ASML will certainly raise its 2025 revenue estimates at its upcoming investor day.</li>  <li>The stock has reached consecutive new all-time highs in recent months, but there is still upside in the short term.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbbfa8ed4239d6e8d29d42367fc89fa\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>ASML最近公布的2021年第二季度收益相当不错，订单量也令人印象深刻，还宣布了新的股票回购计划。</li><li>我对EUV销售的中期预期得到了该公司的证实，这意味着ASML肯定会在即将到来的投资者日上调2025年的收入预期。</li><li>该股近几个月连续创出历史新高，但短期仍有上行空间。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>ASMLNV</b>(ASML) continues to be one of the best semiconductor stocks for long-term investors and the upcoming investor day can be an important catalyst for a higher share price.</p><p><blockquote><b>ASMLNV</b>（ASML）仍然是长期投资者最好的半导体股票之一，即将到来的投资者日可能是股价上涨的重要催化剂。</blockquote></p><p> I have been bullish on ASML since my&nbsp;first article&nbsp;was published on the company last March, even though I’ve taken some profits recently because this stock was my largest holding and I wanted to diversify my portfolio a little bit.</p><p><blockquote>自从去年3月发表第一篇关于ASML的文章以来，我一直看好该公司，尽管我最近获利了结，因为这只股票是我最大的持股，我想稍微分散一下我的投资组合。</blockquote></p><p> Since then, the company has reported earnings related to Q2 2021, that continued to show a great operating performance, and my growth expectations were upgraded due to bullish comments from the company.</p><p><blockquote>此后，该公司公布了与2021年第二季度相关的收益，继续显示出良好的经营业绩，由于该公司的看涨评论，我的增长预期被上调。</blockquote></p><p> <b>Recent Earnings</b></p><p><blockquote><b>近期收益</b></blockquote></p><p> In Q2 2021, ASML reported strong revenue and earnings growth, showing that its operating momentum continues to be quite strong. Its revenues increased by 21% YoY to €4 billion, which was slightly below estimates, while its net income was around €1 billion and EPS was €2.52 (+41% YoY), ahead of sell-side expectations.</p><p><blockquote>2021年第二季度，ASML报告了强劲的收入和盈利增长，表明其运营势头继续相当强劲。其收入同比增长21%至40亿欧元，略低于预期，而净利润约为10亿欧元，每股收益为2.52欧元（同比增长41%），超出卖方预期。</blockquote></p><p> During the quarter, ASML’s net systems sales amounted to €2.9 billion, while its Installed Base Management sales were €1.1 billion. This revenue from Installed Based Management was above the company’s guidance of around €900 million and is justified by the current situation in the semiconductor industry (the chip shortage) that is pushing customers to software upgrades to improve productivity of the systems.</p><p><blockquote>本季度，ASML的净系统销售额为29亿欧元，而其安装基地管理销售额为11亿欧元。来自安装管理的收入高于该公司约9亿欧元的指导，并且半导体行业的当前形势（芯片短缺）促使客户进行软件升级以提高系统生产力，这是合理的。</blockquote></p><p> In this last quarter, ASML has recognized revenue fornineEUV units, compared tosevenunits in the previous quarter, even though it has delivered 10 units to customers and will recognize revenue for the remaining unit in the next quarter. EUV revenue represented 45% of its system sales in the quarter, compared to 36% in the previous quarter, and shows that EUV should be its major growth source in the next few quarters.</p><p><blockquote>在上个季度，ASML已确认了9台EUV设备的收入，而上一季度为7台，尽管它已向客户交付了10台设备，并将在下个季度确认剩余设备的收入。EUV收入占本季度系统销售额的45%，而上一季度为36%，这表明EUV应该是其未来几个季度的主要增长来源。</blockquote></p><p> At this pace, ASML should increase the number of EUV units delivered in 2020 compared to the previous year (it delivered 31 EUV units), but it may miss my expectation of about 38 units delivered this year if deliveries do not ramp a little bit up in the next two quarters.</p><p><blockquote>按照这个速度，ASML应该会比上一年增加2020年交付的EUV单元数量（交付了31个EUV单元），但如果交付量不增加一点，它可能会达不到我今年交付约38个单元的预期。接下来的两个季度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a48a69a3ba61e82df997470af977ae5\" tg-width=\"1042\" tg-height=\"252\" width=\"100%\" height=\"auto\"><span>Source: ASML.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ASML。</span></p></blockquote></p><p> ASML’s gross margin of 50.9% was above its prior guidance, mainly due to software upgrades that weren’t expected. Its gross margin outlook for the full year is between 51-52%, compared to 48.6% reported in 2020, another support for earnings growth in coming quarters.</p><p><blockquote>ASML的毛利率为50.9%，高于之前的指引，主要是由于软件升级出乎意料。其全年毛利率预期在51-52%之间，而2020年报告的毛利率为48.6%，这是未来几个季度盈利增长的另一个支撑。</blockquote></p><p> Regarding its net bookings, they were close to €8.3 billion, of which €4.9 billion is related to EUV systems, which is a reflection of the strong demand that currently exists in the semiconductor industry. This represents a great increase in bookings compared to the previous quarter (€4.7 billion in Q1), which is not totally surprising considering the recent announcements by its major customers&nbsp;<b>TSMC</b>(TSM) and&nbsp;<b>Intel</b>(INTC) of new factories and increased capex plans for the next couple of years, of which lithography machines are critical elements.</p><p><blockquote>关于其净预订量，接近83亿欧元，其中49亿欧元与EUV系统相关，这反映了半导体行业目前存在的强劲需求。与上一季度（第一季度为47亿欧元）相比，这意味着预订量大幅增长，考虑到其主要客户最近的公告，这并不完全令人惊讶<b>台积电</b>（TSM）和<b>英特尔</b>（INTC）的新工厂和未来几年增加的资本支出计划，其中光刻机是关键要素。</blockquote></p><p> Beyond that, while the majority of orders for EUV units come from Logic customers, this quarter ASML had the greatest order intake from Memory customers, most likely from&nbsp;<b>Micron Technology</b>(MU) and&nbsp;<b>SK Hynix</b>(OTC:HXSCF), which is important to diversify its customer base that still is relatively concentrated regarding EUV units. Moreover, investors should also be aware that ASML is not selling EUV units in China, which could represent another growth source in the future if, eventually, the U.S.-China political relationships improve, even though I think that is unlikely at this stage.</p><p><blockquote>除此之外，虽然EUV单元的大部分订单来自逻辑客户，但本季度ASML从内存客户那里获得的订单最多，很可能来自<b>美光科技</b>(MU)和<b>SK海力士</b>（场外交易代码：HXSCF），这对于实现其客户群多元化非常重要，该客户群仍然相对集中在EUV设备上。此外，投资者还应该意识到，ASML没有在中国销售EUV设备，如果美中政治关系最终改善，这可能是未来的另一个增长来源，尽管我认为现阶段不太可能。</blockquote></p><p> Going forward, the company raised its 2021 guidance and now expects net revenue growth of about 35% (previous expectations were for 30% annual revenue growth) and a gross margin between 51-52%. ASML has also guided for EUV revenue growth of about 35% YoY, which corresponds to some 39-40 units, thus the company is expecting to deliver a higher number of units in the second half of the year than in the previous six months, justified by its push to improve its manufacturing and supply chain capabilities.</p><p><blockquote>展望未来，该公司上调了2021年指引，目前预计净收入增长约35%（此前预期年收入增长30%），毛利率在51-52%之间。ASML还预计EUV收入同比增长约35%，相当于约39-40台，因此该公司预计下半年交付的单位数量将高于前六个月，这是合理的其推动提高制造和供应链能力。</blockquote></p><p></p><p> As&nbsp;I’ve discussed in a previous article, ASML was somewhat constrained to grow its EUV production and has made some efforts to increase production in the coming years. This was confirmed in the earnings call, with the company saying that it expects to deliver some 55 units in 2022, growing to over 60 units in 2023.</p><p><blockquote>正如我在上一篇文章中所讨论的，ASML在增加EUV产量方面受到一定限制，并在未来几年做出了一些努力来增加产量。这一点在财报看涨期权中得到了证实，该公司表示，预计2022年交付约55台，2023年将增长到60多台。</blockquote></p><p> I’ve forecasted in that previous analysis that ASML would grow its EUV sales by aroundfiveunits per year after 2022 and reach unit sales of around 70 units by 2025. This now seems to be a conservative estimate and ASML may easily beat my expectations of 70 units and around €11 billion in revenue from EUV by 2025, as demand for its systems is clearly very strong right now.</p><p><blockquote>我在之前的分析中预测，ASML的EUV销量将在2022年之后每年增长约5台，到2025年销量将达到约70台。这现在似乎是一个保守的估计，ASML可能会轻松超出我的预期，即到2025年，EUV的70台和约110亿欧元的收入，因为目前对其系统的需求显然非常强劲。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed697ade2047cb8381d563726e9a0864\" tg-width=\"600\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: ASML and author’s calculations.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ASML和作者的计算。</span></p></blockquote></p><p> <b>Capital Returns &amp; Investor Day</b></p><p><blockquote><b>资本回报和投资者日</b></blockquote></p><p> Beyond strong growth and profitability, another positive factor for a higher share price has been its capital return policy, given that ASML has a very good history both through dividends and share buybacks.</p><p><blockquote>除了强劲的增长和盈利能力之外，股价上涨的另一个积极因素是其资本回报政策，因为ASML在股息和股票回购方面都有着非常良好的历史。</blockquote></p><p> This trend is not expected to change much over the long term and was reinforced recently. Indeed, as&nbsp;I’ve predicted in a previous article, the company increased its share buyback program to €9 billion, to be completed by the end of 2023, substituting immediately the previous program.</p><p><blockquote>从长远来看，这一趋势预计不会发生太大变化，并且最近得到了加强。事实上，正如我在上一篇文章中预测的那样，该公司将其股票回购计划增加至90亿欧元，将于2023年底完成，立即取代之前的计划。</blockquote></p><p> This is a strong increase from its previous share buyback program of €6 billion that was to be completed this year (ASML completed €5.2 billion of this program), showing that ASML has a solid financial position that enables it to invest in the future of its business through R&amp;D and capex, but also return significant amounts of capital to shareholders.</p><p><blockquote>这比其之前将于今年完成的60亿欧元股票回购计划（ASML完成了该计划中的52亿欧元）有了强劲的增长，表明ASML拥有稳健的财务状况，使其能够通过研发和资本支出投资其业务的未来，同时也向股东返还大量资本。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84129202a0103e8396a273c5740e57a1\" tg-width=\"500\" tg-height=\"223\" width=\"100%\" height=\"auto\"><span>Source: ASML.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ASML。</span></p></blockquote></p><p> ASML is delivering impressive results and returning even more capital to shareholders, leading its stock to reach consecutive new all-time highs during the past few months. Despite this, there is still upside and this may become more evident in its upcoming investor day, where the company will update investors about its future scenarios regarding revenues and earnings.</p><p><blockquote>ASML取得了令人印象深刻的业绩，并向股东返还了更多资本，导致其股价在过去几个月连续创下历史新高。尽管如此，仍有上涨空间，这一点可能会在即将到来的投资者日变得更加明显，届时该公司将向投资者通报其未来收入和盈利的最新情况。</blockquote></p><p> Indeed, ASML has scheduled an investor day on 29 September 2021, where it will certainly raise its medium-term targets compared to the targets set in 2018. Its current revenue target is for a range of €15-24 billion in annual revenues by 2025, which is clearly outdated, considering that ASML should reach revenues of about €19 billion this year.</p><p><blockquote>事实上，ASML已安排在2021年9月29日举行投资者日，与2018年设定的目标相比，该公司肯定会提高中期目标。其目前的收入目标是到2025年年收入达到15-240亿欧元，考虑到ASML今年的收入应达到约190亿欧元，这显然已经过时了。</blockquote></p><p> As I’ve said in previous articles, I expect ASML to increase its revenue target to a medium-level of around €30 billion or higher by 2025, a much higher level than current sell-side consensus' expectation in 2025 (€26.1 billion). Therefore, this investor day could be another catalyst for a higher share price in the short term, as sell-side estimates will most likely increase following this event. This could be an important driver for a higher share price in the next 3-6 months.</p><p><blockquote>正如我在之前的文章中所说，我预计ASML到2025年将其收入目标提高到300亿欧元左右或更高的中等水平，远高于当前卖方对2025年的共识预期（261亿欧元）。因此，这个投资者日可能是短期内股价上涨的另一个催化剂，因为在此事件之后，卖方的预期很可能会增加。这可能是未来3-6个月股价上涨的重要推动力。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> ASML has reported another good quarter with the strong order intake being the most impressive factor in my opinion. This is clearly a very bullish factor for ASML’s business in the next few years and a good support for higher revenue expectations in the medium term. I expect ASML to increase its revenue range at its upcoming investor day, which may be a positive catalyst for its share price in the coming months, and therefore remain bullish on ASML.</p><p><blockquote>ASML报告了又一个良好的季度，在我看来，强劲的订单量是最令人印象深刻的因素。这显然是对ASML未来几年业务非常看涨的因素，也是对中期更高收入预期的良好支撑。我预计ASML将在即将到来的投资者日提高其收入范围，这可能是其未来几个月股价的积极催化剂，因此仍然看好ASML。</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>ASML: Strong Momentum Should Lead To Higher Revenue Expectations At Upcoming Investor Day<blockquote>ASML：强劲的势头应该会在即将到来的投资者日带来更高的收入预期</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\">\nASML: Strong Momentum Should Lead To Higher Revenue Expectations At Upcoming Investor Day<blockquote>ASML：强劲的势头应该会在即将到来的投资者日带来更高的收入预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-04 10:47</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>ASML recently reported Q2 2021 earnings that were quite good, while the order intake was impressive, and also announced a new share buyback program.</li>  <li>My medium-term expectations for EUV sales were confirmed by the company, which means that ASML will certainly raise its 2025 revenue estimates at its upcoming investor day.</li>  <li>The stock has reached consecutive new all-time highs in recent months, but there is still upside in the short term.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbbfa8ed4239d6e8d29d42367fc89fa\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>ASML最近公布的2021年第二季度收益相当不错，订单量也令人印象深刻，还宣布了新的股票回购计划。</li><li>我对EUV销售的中期预期得到了该公司的证实，这意味着ASML肯定会在即将到来的投资者日上调2025年的收入预期。</li><li>该股近几个月连续创出历史新高，但短期仍有上行空间。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>ASMLNV</b>(ASML) continues to be one of the best semiconductor stocks for long-term investors and the upcoming investor day can be an important catalyst for a higher share price.</p><p><blockquote><b>ASMLNV</b>（ASML）仍然是长期投资者最好的半导体股票之一，即将到来的投资者日可能是股价上涨的重要催化剂。</blockquote></p><p> I have been bullish on ASML since my&nbsp;first article&nbsp;was published on the company last March, even though I’ve taken some profits recently because this stock was my largest holding and I wanted to diversify my portfolio a little bit.</p><p><blockquote>自从去年3月发表第一篇关于ASML的文章以来，我一直看好该公司，尽管我最近获利了结，因为这只股票是我最大的持股，我想稍微分散一下我的投资组合。</blockquote></p><p> Since then, the company has reported earnings related to Q2 2021, that continued to show a great operating performance, and my growth expectations were upgraded due to bullish comments from the company.</p><p><blockquote>此后，该公司公布了与2021年第二季度相关的收益，继续显示出良好的经营业绩，由于该公司的看涨评论，我的增长预期被上调。</blockquote></p><p> <b>Recent Earnings</b></p><p><blockquote><b>近期收益</b></blockquote></p><p> In Q2 2021, ASML reported strong revenue and earnings growth, showing that its operating momentum continues to be quite strong. Its revenues increased by 21% YoY to €4 billion, which was slightly below estimates, while its net income was around €1 billion and EPS was €2.52 (+41% YoY), ahead of sell-side expectations.</p><p><blockquote>2021年第二季度，ASML报告了强劲的收入和盈利增长，表明其运营势头继续相当强劲。其收入同比增长21%至40亿欧元，略低于预期，而净利润约为10亿欧元，每股收益为2.52欧元（同比增长41%），超出卖方预期。</blockquote></p><p> During the quarter, ASML’s net systems sales amounted to €2.9 billion, while its Installed Base Management sales were €1.1 billion. This revenue from Installed Based Management was above the company’s guidance of around €900 million and is justified by the current situation in the semiconductor industry (the chip shortage) that is pushing customers to software upgrades to improve productivity of the systems.</p><p><blockquote>本季度，ASML的净系统销售额为29亿欧元，而其安装基地管理销售额为11亿欧元。来自安装管理的收入高于该公司约9亿欧元的指导，并且半导体行业的当前形势（芯片短缺）促使客户进行软件升级以提高系统生产力，这是合理的。</blockquote></p><p> In this last quarter, ASML has recognized revenue fornineEUV units, compared tosevenunits in the previous quarter, even though it has delivered 10 units to customers and will recognize revenue for the remaining unit in the next quarter. EUV revenue represented 45% of its system sales in the quarter, compared to 36% in the previous quarter, and shows that EUV should be its major growth source in the next few quarters.</p><p><blockquote>在上个季度，ASML已确认了9台EUV设备的收入，而上一季度为7台，尽管它已向客户交付了10台设备，并将在下个季度确认剩余设备的收入。EUV收入占本季度系统销售额的45%，而上一季度为36%，这表明EUV应该是其未来几个季度的主要增长来源。</blockquote></p><p> At this pace, ASML should increase the number of EUV units delivered in 2020 compared to the previous year (it delivered 31 EUV units), but it may miss my expectation of about 38 units delivered this year if deliveries do not ramp a little bit up in the next two quarters.</p><p><blockquote>按照这个速度，ASML应该会比上一年增加2020年交付的EUV单元数量（交付了31个EUV单元），但如果交付量不增加一点，它可能会达不到我今年交付约38个单元的预期。接下来的两个季度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a48a69a3ba61e82df997470af977ae5\" tg-width=\"1042\" tg-height=\"252\" width=\"100%\" height=\"auto\"><span>Source: ASML.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ASML。</span></p></blockquote></p><p> ASML’s gross margin of 50.9% was above its prior guidance, mainly due to software upgrades that weren’t expected. Its gross margin outlook for the full year is between 51-52%, compared to 48.6% reported in 2020, another support for earnings growth in coming quarters.</p><p><blockquote>ASML的毛利率为50.9%，高于之前的指引，主要是由于软件升级出乎意料。其全年毛利率预期在51-52%之间，而2020年报告的毛利率为48.6%，这是未来几个季度盈利增长的另一个支撑。</blockquote></p><p> Regarding its net bookings, they were close to €8.3 billion, of which €4.9 billion is related to EUV systems, which is a reflection of the strong demand that currently exists in the semiconductor industry. This represents a great increase in bookings compared to the previous quarter (€4.7 billion in Q1), which is not totally surprising considering the recent announcements by its major customers&nbsp;<b>TSMC</b>(TSM) and&nbsp;<b>Intel</b>(INTC) of new factories and increased capex plans for the next couple of years, of which lithography machines are critical elements.</p><p><blockquote>关于其净预订量，接近83亿欧元，其中49亿欧元与EUV系统相关，这反映了半导体行业目前存在的强劲需求。与上一季度（第一季度为47亿欧元）相比，这意味着预订量大幅增长，考虑到其主要客户最近的公告，这并不完全令人惊讶<b>台积电</b>（TSM）和<b>英特尔</b>（INTC）的新工厂和未来几年增加的资本支出计划，其中光刻机是关键要素。</blockquote></p><p> Beyond that, while the majority of orders for EUV units come from Logic customers, this quarter ASML had the greatest order intake from Memory customers, most likely from&nbsp;<b>Micron Technology</b>(MU) and&nbsp;<b>SK Hynix</b>(OTC:HXSCF), which is important to diversify its customer base that still is relatively concentrated regarding EUV units. Moreover, investors should also be aware that ASML is not selling EUV units in China, which could represent another growth source in the future if, eventually, the U.S.-China political relationships improve, even though I think that is unlikely at this stage.</p><p><blockquote>除此之外，虽然EUV单元的大部分订单来自逻辑客户，但本季度ASML从内存客户那里获得的订单最多，很可能来自<b>美光科技</b>(MU)和<b>SK海力士</b>（场外交易代码：HXSCF），这对于实现其客户群多元化非常重要，该客户群仍然相对集中在EUV设备上。此外，投资者还应该意识到，ASML没有在中国销售EUV设备，如果美中政治关系最终改善，这可能是未来的另一个增长来源，尽管我认为现阶段不太可能。</blockquote></p><p> Going forward, the company raised its 2021 guidance and now expects net revenue growth of about 35% (previous expectations were for 30% annual revenue growth) and a gross margin between 51-52%. ASML has also guided for EUV revenue growth of about 35% YoY, which corresponds to some 39-40 units, thus the company is expecting to deliver a higher number of units in the second half of the year than in the previous six months, justified by its push to improve its manufacturing and supply chain capabilities.</p><p><blockquote>展望未来，该公司上调了2021年指引，目前预计净收入增长约35%（此前预期年收入增长30%），毛利率在51-52%之间。ASML还预计EUV收入同比增长约35%，相当于约39-40台，因此该公司预计下半年交付的单位数量将高于前六个月，这是合理的其推动提高制造和供应链能力。</blockquote></p><p></p><p> As&nbsp;I’ve discussed in a previous article, ASML was somewhat constrained to grow its EUV production and has made some efforts to increase production in the coming years. This was confirmed in the earnings call, with the company saying that it expects to deliver some 55 units in 2022, growing to over 60 units in 2023.</p><p><blockquote>正如我在上一篇文章中所讨论的，ASML在增加EUV产量方面受到一定限制，并在未来几年做出了一些努力来增加产量。这一点在财报看涨期权中得到了证实，该公司表示，预计2022年交付约55台，2023年将增长到60多台。</blockquote></p><p> I’ve forecasted in that previous analysis that ASML would grow its EUV sales by aroundfiveunits per year after 2022 and reach unit sales of around 70 units by 2025. This now seems to be a conservative estimate and ASML may easily beat my expectations of 70 units and around €11 billion in revenue from EUV by 2025, as demand for its systems is clearly very strong right now.</p><p><blockquote>我在之前的分析中预测，ASML的EUV销量将在2022年之后每年增长约5台，到2025年销量将达到约70台。这现在似乎是一个保守的估计，ASML可能会轻松超出我的预期，即到2025年，EUV的70台和约110亿欧元的收入，因为目前对其系统的需求显然非常强劲。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed697ade2047cb8381d563726e9a0864\" tg-width=\"600\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: ASML and author’s calculations.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ASML和作者的计算。</span></p></blockquote></p><p> <b>Capital Returns &amp; Investor Day</b></p><p><blockquote><b>资本回报和投资者日</b></blockquote></p><p> Beyond strong growth and profitability, another positive factor for a higher share price has been its capital return policy, given that ASML has a very good history both through dividends and share buybacks.</p><p><blockquote>除了强劲的增长和盈利能力之外，股价上涨的另一个积极因素是其资本回报政策，因为ASML在股息和股票回购方面都有着非常良好的历史。</blockquote></p><p> This trend is not expected to change much over the long term and was reinforced recently. Indeed, as&nbsp;I’ve predicted in a previous article, the company increased its share buyback program to €9 billion, to be completed by the end of 2023, substituting immediately the previous program.</p><p><blockquote>从长远来看，这一趋势预计不会发生太大变化，并且最近得到了加强。事实上，正如我在上一篇文章中预测的那样，该公司将其股票回购计划增加至90亿欧元，将于2023年底完成，立即取代之前的计划。</blockquote></p><p> This is a strong increase from its previous share buyback program of €6 billion that was to be completed this year (ASML completed €5.2 billion of this program), showing that ASML has a solid financial position that enables it to invest in the future of its business through R&amp;D and capex, but also return significant amounts of capital to shareholders.</p><p><blockquote>这比其之前将于今年完成的60亿欧元股票回购计划（ASML完成了该计划中的52亿欧元）有了强劲的增长，表明ASML拥有稳健的财务状况，使其能够通过研发和资本支出投资其业务的未来，同时也向股东返还大量资本。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84129202a0103e8396a273c5740e57a1\" tg-width=\"500\" tg-height=\"223\" width=\"100%\" height=\"auto\"><span>Source: ASML.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ASML。</span></p></blockquote></p><p> ASML is delivering impressive results and returning even more capital to shareholders, leading its stock to reach consecutive new all-time highs during the past few months. Despite this, there is still upside and this may become more evident in its upcoming investor day, where the company will update investors about its future scenarios regarding revenues and earnings.</p><p><blockquote>ASML取得了令人印象深刻的业绩，并向股东返还了更多资本，导致其股价在过去几个月连续创下历史新高。尽管如此，仍有上涨空间，这一点可能会在即将到来的投资者日变得更加明显，届时该公司将向投资者通报其未来收入和盈利的最新情况。</blockquote></p><p> Indeed, ASML has scheduled an investor day on 29 September 2021, where it will certainly raise its medium-term targets compared to the targets set in 2018. Its current revenue target is for a range of €15-24 billion in annual revenues by 2025, which is clearly outdated, considering that ASML should reach revenues of about €19 billion this year.</p><p><blockquote>事实上，ASML已安排在2021年9月29日举行投资者日，与2018年设定的目标相比，该公司肯定会提高中期目标。其目前的收入目标是到2025年年收入达到15-240亿欧元，考虑到ASML今年的收入应达到约190亿欧元，这显然已经过时了。</blockquote></p><p> As I’ve said in previous articles, I expect ASML to increase its revenue target to a medium-level of around €30 billion or higher by 2025, a much higher level than current sell-side consensus' expectation in 2025 (€26.1 billion). Therefore, this investor day could be another catalyst for a higher share price in the short term, as sell-side estimates will most likely increase following this event. This could be an important driver for a higher share price in the next 3-6 months.</p><p><blockquote>正如我在之前的文章中所说，我预计ASML到2025年将其收入目标提高到300亿欧元左右或更高的中等水平，远高于当前卖方对2025年的共识预期（261亿欧元）。因此，这个投资者日可能是短期内股价上涨的另一个催化剂，因为在此事件之后，卖方的预期很可能会增加。这可能是未来3-6个月股价上涨的重要推动力。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> ASML has reported another good quarter with the strong order intake being the most impressive factor in my opinion. This is clearly a very bullish factor for ASML’s business in the next few years and a good support for higher revenue expectations in the medium term. I expect ASML to increase its revenue range at its upcoming investor day, which may be a positive catalyst for its share price in the coming months, and therefore remain bullish on ASML.</p><p><blockquote>ASML报告了又一个良好的季度，在我看来，强劲的订单量是最令人印象深刻的因素。这显然是对ASML未来几年业务非常看涨的因素，也是对中期更高收入预期的良好支撑。我预计ASML将在即将到来的投资者日提高其收入范围，这可能是其未来几个月股价的积极催化剂，因此仍然看好ASML。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4444504-asml-strong-momentum-should-lead-to-higher-revenue-expectations-at-upcoming-investor-day\">seekingalpha</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":{"ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/article/4444504-asml-strong-momentum-should-lead-to-higher-revenue-expectations-at-upcoming-investor-day","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123853854","content_text":"Summary\n\nASML recently reported Q2 2021 earnings that were quite good, while the order intake was impressive, and also announced a new share buyback program.\nMy medium-term expectations for EUV sales were confirmed by the company, which means that ASML will certainly raise its 2025 revenue estimates at its upcoming investor day.\nThe stock has reached consecutive new all-time highs in recent months, but there is still upside in the short term.\n\nMichael Vi/iStock Editorial via Getty Images\nASMLNV(ASML) continues to be one of the best semiconductor stocks for long-term investors and the upcoming investor day can be an important catalyst for a higher share price.\nI have been bullish on ASML since my first article was published on the company last March, even though I’ve taken some profits recently because this stock was my largest holding and I wanted to diversify my portfolio a little bit.\nSince then, the company has reported earnings related to Q2 2021, that continued to show a great operating performance, and my growth expectations were upgraded due to bullish comments from the company.\nRecent Earnings\nIn Q2 2021, ASML reported strong revenue and earnings growth, showing that its operating momentum continues to be quite strong. Its revenues increased by 21% YoY to €4 billion, which was slightly below estimates, while its net income was around €1 billion and EPS was €2.52 (+41% YoY), ahead of sell-side expectations.\nDuring the quarter, ASML’s net systems sales amounted to €2.9 billion, while its Installed Base Management sales were €1.1 billion. This revenue from Installed Based Management was above the company’s guidance of around €900 million and is justified by the current situation in the semiconductor industry (the chip shortage) that is pushing customers to software upgrades to improve productivity of the systems.\nIn this last quarter, ASML has recognized revenue fornineEUV units, compared tosevenunits in the previous quarter, even though it has delivered 10 units to customers and will recognize revenue for the remaining unit in the next quarter. EUV revenue represented 45% of its system sales in the quarter, compared to 36% in the previous quarter, and shows that EUV should be its major growth source in the next few quarters.\nAt this pace, ASML should increase the number of EUV units delivered in 2020 compared to the previous year (it delivered 31 EUV units), but it may miss my expectation of about 38 units delivered this year if deliveries do not ramp a little bit up in the next two quarters.\nSource: ASML.\nASML’s gross margin of 50.9% was above its prior guidance, mainly due to software upgrades that weren’t expected. Its gross margin outlook for the full year is between 51-52%, compared to 48.6% reported in 2020, another support for earnings growth in coming quarters.\nRegarding its net bookings, they were close to €8.3 billion, of which €4.9 billion is related to EUV systems, which is a reflection of the strong demand that currently exists in the semiconductor industry. This represents a great increase in bookings compared to the previous quarter (€4.7 billion in Q1), which is not totally surprising considering the recent announcements by its major customers TSMC(TSM) and Intel(INTC) of new factories and increased capex plans for the next couple of years, of which lithography machines are critical elements.\nBeyond that, while the majority of orders for EUV units come from Logic customers, this quarter ASML had the greatest order intake from Memory customers, most likely from Micron Technology(MU) and SK Hynix(OTC:HXSCF), which is important to diversify its customer base that still is relatively concentrated regarding EUV units. Moreover, investors should also be aware that ASML is not selling EUV units in China, which could represent another growth source in the future if, eventually, the U.S.-China political relationships improve, even though I think that is unlikely at this stage.\nGoing forward, the company raised its 2021 guidance and now expects net revenue growth of about 35% (previous expectations were for 30% annual revenue growth) and a gross margin between 51-52%. ASML has also guided for EUV revenue growth of about 35% YoY, which corresponds to some 39-40 units, thus the company is expecting to deliver a higher number of units in the second half of the year than in the previous six months, justified by its push to improve its manufacturing and supply chain capabilities.\nAs I’ve discussed in a previous article, ASML was somewhat constrained to grow its EUV production and has made some efforts to increase production in the coming years. This was confirmed in the earnings call, with the company saying that it expects to deliver some 55 units in 2022, growing to over 60 units in 2023.\nI’ve forecasted in that previous analysis that ASML would grow its EUV sales by aroundfiveunits per year after 2022 and reach unit sales of around 70 units by 2025. This now seems to be a conservative estimate and ASML may easily beat my expectations of 70 units and around €11 billion in revenue from EUV by 2025, as demand for its systems is clearly very strong right now.\nSource: ASML and author’s calculations.\nCapital Returns & Investor Day\nBeyond strong growth and profitability, another positive factor for a higher share price has been its capital return policy, given that ASML has a very good history both through dividends and share buybacks.\nThis trend is not expected to change much over the long term and was reinforced recently. Indeed, as I’ve predicted in a previous article, the company increased its share buyback program to €9 billion, to be completed by the end of 2023, substituting immediately the previous program.\nThis is a strong increase from its previous share buyback program of €6 billion that was to be completed this year (ASML completed €5.2 billion of this program), showing that ASML has a solid financial position that enables it to invest in the future of its business through R&D and capex, but also return significant amounts of capital to shareholders.\nSource: ASML.\nASML is delivering impressive results and returning even more capital to shareholders, leading its stock to reach consecutive new all-time highs during the past few months. Despite this, there is still upside and this may become more evident in its upcoming investor day, where the company will update investors about its future scenarios regarding revenues and earnings.\nIndeed, ASML has scheduled an investor day on 29 September 2021, where it will certainly raise its medium-term targets compared to the targets set in 2018. Its current revenue target is for a range of €15-24 billion in annual revenues by 2025, which is clearly outdated, considering that ASML should reach revenues of about €19 billion this year.\nAs I’ve said in previous articles, I expect ASML to increase its revenue target to a medium-level of around €30 billion or higher by 2025, a much higher level than current sell-side consensus' expectation in 2025 (€26.1 billion). Therefore, this investor day could be another catalyst for a higher share price in the short term, as sell-side estimates will most likely increase following this event. This could be an important driver for a higher share price in the next 3-6 months.\nConclusion\nASML has reported another good quarter with the strong order intake being the most impressive factor in my opinion. This is clearly a very bullish factor for ASML’s business in the next few years and a good support for higher revenue expectations in the medium term. I expect ASML to increase its revenue range at its upcoming investor day, which may be a positive catalyst for its share price in the coming months, and therefore remain bullish on ASML.","news_type":1,"symbols_score_info":{"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174363402,"gmtCreate":1627079856206,"gmtModify":1631893626327,"author":{"id":"3563679013796521","authorId":"3563679013796521","name":"美股社区","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563679013796521","idStr":"3563679013796521"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174363402","repostId":"1183078855","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176156548,"gmtCreate":1626873875384,"gmtModify":1633770242419,"author":{"id":"3563679013796521","authorId":"3563679013796521","name":"美股社区","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563679013796521","idStr":"3563679013796521"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176156548","repostId":"2153610463","repostType":4,"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":847440090,"gmtCreate":1636549352435,"gmtModify":1636549352726,"author":{"id":"3563679013796521","authorId":"3563679013796521","name":"美股社区","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563679013796521","idStr":"3563679013796521"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNPS\">$Synopsys(SNPS)$</a>👍🏻","listText":"<a href=\"https://laohu8.com/S/SNPS\">$Synopsys(SNPS)$</a>👍🏻","text":"$Synopsys(SNPS)$👍🏻","images":[{"img":"https://static.tigerbbs.com/ba8b6a802eaa117297202fb8ee4265f5","width":"1080","height":"4224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847440090","isVote":1,"tweetType":1,"viewCount":2148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":852148792,"gmtCreate":1635255555134,"gmtModify":1635255555382,"author":{"id":"3563679013796521","authorId":"3563679013796521","name":"美股社区","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563679013796521","idStr":"3563679013796521"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LULU\">$Lululemon Athletica(LULU)$</a>💸💸💸","listText":"<a href=\"https://laohu8.com/S/LULU\">$Lululemon Athletica(LULU)$</a>💸💸💸","text":"$Lululemon Athletica(LULU)$💸💸💸","images":[{"img":"https://static.tigerbbs.com/b5d4e990e67218ef32567c7da0e40029","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852148792","isVote":1,"tweetType":1,"viewCount":3304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":864239526,"gmtCreate":1633103200669,"gmtModify":1633103200928,"author":{"id":"3563679013796521","authorId":"3563679013796521","name":"美股社区","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563679013796521","idStr":"3563679013796521"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>&nbsp;can buy?&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>&nbsp;can buy?&nbsp;","text":"$NVIDIA Corp(NVDA)$ can buy?","images":[{"img":"https://static.tigerbbs.com/c06a0ac222b8b2729560d53d22c6a6fc","width":"1080","height":"4113"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864239526","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}