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Crealrayner

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2021-12-16

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EV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumping over 2%<blockquote>电动汽车股盘前交易飙升，Canoe涨超5%，Rivian、特斯拉、Lucid、小鹏汽车涨超2%</blockquote>

2021-12-16

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Visa rose over 1% in premarket trading after announcing a $12 billion shares buyback plan<blockquote>Visa宣布120亿美元股票回购计划后盘前交易上涨逾1%</blockquote>

2021-12-16

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Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter<blockquote>携程网盘前交易上涨逾4%，第三季度营收达53亿元</blockquote>

2021-11-30

when is good entry

Wait For a Better Entry Point in Red-Hot Lucid Stock<blockquote>等待炙手可热的Lucid股票的更好切入点</blockquote>

2021-11-30

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2021-11-30

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2021-07-01

Nice!

S&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</blockquote>

2021-04-29

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Goldman bullish on commodities, sees gold holding off bitcoin as safe haven<blockquote>高盛看好大宗商品，认为黄金作为避风港拖累比特币</blockquote>

2021-04-29

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2021-04-29

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2021-04-29

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2021-04-27

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Boeing shells out $10.7M to settle Pentagon billing case<blockquote>波音公司斥资1070万美元解决五角大楼账单案</blockquote>

2021-04-27

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2021-04-27

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AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD收益：数据中心所有者是在“消化”还是只是不购买英特尔芯片？</blockquote>

2021-04-27

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2021-04-27

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Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.<blockquote>微软市值接近2万亿美元。收益将于周二公布。</blockquote>

2021-04-26

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Meituan ADR fell by 6.84%<blockquote>美团-W ADR下跌6.84%</blockquote>

2021-04-26

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Cathie Wood's Bloated ARK Forges Forward<blockquote>凯西·伍德臃肿的方舟向前迈进</blockquote>

2021-04-26

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What to Expect From Tesla's Q1 Earnings Report On Monday<blockquote>特斯拉周一发布的第一季度收益报告有何期待</blockquote>

2021-04-26

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&amp; comment!","listText":"like &amp; comment!","text":"like & comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690186578","repostId":"1190976291","repostType":4,"repost":{"id":"1190976291","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":1639645564,"share":"https://www.laohu8.com/m/news/1190976291?lang=zh_CN&edition=full","pubTime":"2021-12-16 17:06","market":"us","language":"en","title":"EV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumping over 2%<blockquote>电动汽车股盘前交易飙升，Canoe涨超5%，Rivian、特斯拉、Lucid、小鹏汽车涨超2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190976291","media":"Tiger Newspress","summary":"EV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumpi","content":"<p>EV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumping over 2%.<img src=\"https://static.tigerbbs.com/4dff46b3a87591d45993089709370d13\" tg-width=\"283\" tg-height=\"473\" width=\"100%\" height=\"auto\">Rivian&nbsp;will announce Thursday that it’s building a $5 billion battery and assembly plant east of Atlanta that’s projected to employ 7,500 workers, sources briefed on the decision told The Associated Press.</p><p><blockquote>电动汽车股在盘前交易中飙升，Canoe上涨超过5%，Rivian、特斯拉、Lucid、小鹏汽车上涨超过2%。了解该决定的消息人士告诉美联社，Rivian将于周四宣布，将在亚特兰大东部建造一座耗资50亿美元的电池和装配厂，预计将雇用7,500名工人。</blockquote></p><p> Canoo plans&nbsp;to accelerate and now shift production of its breakthrough EVs from Europe to U.S., commence manufacturing at its advanced industrialization facility planned for&nbsp;Northwest Arkansas&nbsp;and remains on target to bring online its Mega Micro factory in&nbsp;Pryor, Oklahoma&nbsp;in late 2023.</p><p><blockquote>Canoo计划加速其突破性电动汽车的生产，现在将其突破性电动汽车的生产从欧洲转移到美国，在其计划于阿肯色州西北部的先进工业化工厂开始生产，并仍有望于2023年底在俄克拉荷马州普赖尔的大型微型工厂上线。</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>EV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumping over 2%<blockquote>电动汽车股盘前交易飙升，Canoe涨超5%，Rivian、特斯拉、Lucid、小鹏汽车涨超2%</blockquote></title>\n<style 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#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\">\nEV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumping over 2%<blockquote>电动汽车股盘前交易飙升，Canoe涨超5%，Rivian、特斯拉、Lucid、小鹏汽车涨超2%</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\">2021-12-16 17:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumping over 2%.<img src=\"https://static.tigerbbs.com/4dff46b3a87591d45993089709370d13\" tg-width=\"283\" tg-height=\"473\" width=\"100%\" height=\"auto\">Rivian&nbsp;will announce Thursday that it’s building a $5 billion battery and assembly plant east of Atlanta that’s projected to employ 7,500 workers, sources briefed on the decision told The Associated Press.</p><p><blockquote>电动汽车股在盘前交易中飙升，Canoe上涨超过5%，Rivian、特斯拉、Lucid、小鹏汽车上涨超过2%。了解该决定的消息人士告诉美联社，Rivian将于周四宣布，将在亚特兰大东部建造一座耗资50亿美元的电池和装配厂，预计将雇用7,500名工人。</blockquote></p><p> Canoo plans&nbsp;to accelerate and now shift production of its breakthrough EVs from Europe to U.S., commence manufacturing at its advanced industrialization facility planned for&nbsp;Northwest Arkansas&nbsp;and remains on target to bring online its Mega Micro factory in&nbsp;Pryor, Oklahoma&nbsp;in late 2023.</p><p><blockquote>Canoo计划加速其突破性电动汽车的生产，现在将其突破性电动汽车的生产从欧洲转移到美国，在其计划于阿肯色州西北部的先进工业化工厂开始生产，并仍有望于2023年底在俄克拉荷马州普赖尔的大型微型工厂上线。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc.","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190976291","content_text":"EV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumping over 2%.Rivian will announce Thursday that it’s building a $5 billion battery and assembly plant east of Atlanta that’s projected to employ 7,500 workers, sources briefed on the decision told The Associated Press.\nCanoo plans to accelerate and now shift production of its breakthrough EVs from Europe to U.S., commence manufacturing at its advanced industrialization facility planned for Northwest Arkansas and remains on target to bring online its Mega Micro factory in Pryor, Oklahoma in late 2023.","news_type":1,"symbols_score_info":{"GOEV":0.9,"TSLA":0.9,"LCID":0.9,"RIVN":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690186864,"gmtCreate":1639647174163,"gmtModify":1639647174336,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"like &amp; comment!","listText":"like &amp; comment!","text":"like & comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/690186864","repostId":"1121846161","repostType":4,"repost":{"id":"1121846161","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":1639646008,"share":"https://www.laohu8.com/m/news/1121846161?lang=zh_CN&edition=full","pubTime":"2021-12-16 17:13","market":"us","language":"en","title":"Visa rose over 1% in premarket trading after announcing a $12 billion shares buyback plan<blockquote>Visa宣布120亿美元股票回购计划后盘前交易上涨逾1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121846161","media":"Tiger Newspress","summary":"Visa rose over 1% in premarket trading after announcing a $12 billion shares buyback plan.It disclos","content":"<p>Visa rose over 1% in premarket trading after announcing a&nbsp;$12 billion shares buyback plan.<img src=\"https://static.tigerbbs.com/2b22c0cdacdc85cff29eebaf6e84e297\" tg-width=\"767\" tg-height=\"555\" width=\"100%\" height=\"auto\">It&nbsp;disclosed a new $12 billion share buyback mandate, bringing the total number of future share buybacks to about $13.2 billion. It is reported that in the previous stock repurchase authorization, as of September 30, 2021, the authorized funds were 4.7 billion US dollars, and as of December 15, 2021, about 3.5 billion US dollars had been used.</p><p><blockquote>Visa在宣布120亿美元的股票回购计划后，盘前交易中上涨超过1%。它披露了一项新的120亿美元股票回购授权，使未来股票回购总数达到约132亿美元。据悉，在此前的股票回购授权中，截至2021年9月30日，授权资金为47亿美元，截至2021年12月15日，已使用约35亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Visa rose over 1% in premarket trading after announcing a $12 billion shares buyback plan<blockquote>Visa宣布120亿美元股票回购计划后盘前交易上涨逾1%</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\">\nVisa rose over 1% in premarket trading after announcing a $12 billion shares buyback plan<blockquote>Visa宣布120亿美元股票回购计划后盘前交易上涨逾1%</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\">2021-12-16 17:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Visa rose over 1% in premarket trading after announcing a&nbsp;$12 billion shares buyback plan.<img src=\"https://static.tigerbbs.com/2b22c0cdacdc85cff29eebaf6e84e297\" tg-width=\"767\" tg-height=\"555\" width=\"100%\" height=\"auto\">It&nbsp;disclosed a new $12 billion share buyback mandate, bringing the total number of future share buybacks to about $13.2 billion. It is reported that in the previous stock repurchase authorization, as of September 30, 2021, the authorized funds were 4.7 billion US dollars, and as of December 15, 2021, about 3.5 billion US dollars had been used.</p><p><blockquote>Visa在宣布120亿美元的股票回购计划后，盘前交易中上涨超过1%。它披露了一项新的120亿美元股票回购授权，使未来股票回购总数达到约132亿美元。据悉，在此前的股票回购授权中，截至2021年9月30日，授权资金为47亿美元，截至2021年12月15日，已使用约35亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121846161","content_text":"Visa rose over 1% in premarket trading after announcing a $12 billion shares buyback plan.It disclosed a new $12 billion share buyback mandate, bringing the total number of future share buybacks to about $13.2 billion. It is reported that in the previous stock repurchase authorization, as of September 30, 2021, the authorized funds were 4.7 billion US dollars, and as of December 15, 2021, about 3.5 billion US dollars had been used.","news_type":1,"symbols_score_info":{"V":0.9}},"isVote":1,"tweetType":1,"viewCount":3561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690181803,"gmtCreate":1639647095013,"gmtModify":1639647095198,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"like &amp; comment!","listText":"like &amp; comment!","text":"like & comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690181803","repostId":"1124607703","repostType":4,"repost":{"id":"1124607703","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":1639646570,"share":"https://www.laohu8.com/m/news/1124607703?lang=zh_CN&edition=full","pubTime":"2021-12-16 17:22","market":"us","language":"en","title":"Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter<blockquote>携程网盘前交易上涨逾4%，第三季度营收达53亿元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124607703","media":"Tiger Newspress","summary":"Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third q","content":"<p>Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter.<img src=\"https://static.tigerbbs.com/53c1005b67645f756e2c1dfbde1a2276\" tg-width=\"771\" tg-height=\"563\" width=\"100%\" height=\"auto\">According to the financial report, the revenue in the third quarter was 5.3 billion yuan. In terms of business, the income from accommodation booking was 2.2 billion yuan, the income from transportation ticketing was 1.8 billion yuan, the income from tourism and vacation was 392 million yuan, and the income from business travel management was 338 million yuan. </p><p><blockquote>携程网第三季度营收达到53亿元人民币，盘前交易股价上涨超过4%。财报显示，第三季度营收53亿元。分业务看，住宿预订收入22亿元，交通票务收入18亿元，旅游度假收入3.92亿元，商旅管理收入3.38亿元。</blockquote></p><p> The adjusted EBITDA (profit before tax, interest, depreciation and amortization) is 537 million yuan, and the adjusted EBITDA profit rate is 10%.</p><p><blockquote>调整后EBITDA（税息折旧摊销前利润）为5.37亿元，调整后EBITDA利润率为10%。</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>Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter<blockquote>携程网盘前交易上涨逾4%，第三季度营收达53亿元</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\">\nTrip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter<blockquote>携程网盘前交易上涨逾4%，第三季度营收达53亿元</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\">2021-12-16 17:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter.<img src=\"https://static.tigerbbs.com/53c1005b67645f756e2c1dfbde1a2276\" tg-width=\"771\" tg-height=\"563\" width=\"100%\" height=\"auto\">According to the financial report, the revenue in the third quarter was 5.3 billion yuan. In terms of business, the income from accommodation booking was 2.2 billion yuan, the income from transportation ticketing was 1.8 billion yuan, the income from tourism and vacation was 392 million yuan, and the income from business travel management was 338 million yuan. </p><p><blockquote>携程网第三季度营收达到53亿元人民币，盘前交易股价上涨超过4%。财报显示，第三季度营收53亿元。分业务看，住宿预订收入22亿元，交通票务收入18亿元，旅游度假收入3.92亿元，商旅管理收入3.38亿元。</blockquote></p><p> The adjusted EBITDA (profit before tax, interest, depreciation and amortization) is 537 million yuan, and the adjusted EBITDA profit rate is 10%.</p><p><blockquote>调整后EBITDA（税息折旧摊销前利润）为5.37亿元，调整后EBITDA利润率为10%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCOM":"携程网"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124607703","content_text":"Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter.According to the financial report, the revenue in the third quarter was 5.3 billion yuan. In terms of business, the income from accommodation booking was 2.2 billion yuan, the income from transportation ticketing was 1.8 billion yuan, the income from tourism and vacation was 392 million yuan, and the income from business travel management was 338 million yuan. \nThe adjusted EBITDA (profit before tax, interest, depreciation and amortization) is 537 million yuan, and the adjusted EBITDA profit rate is 10%.","news_type":1,"symbols_score_info":{"TCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":1903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609844075,"gmtCreate":1638270701508,"gmtModify":1638270701508,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"when is good entry","listText":"when is good entry","text":"when is good entry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609844075","repostId":"1143154253","repostType":4,"repost":{"id":"1143154253","kind":"news","pubTimestamp":1638264916,"share":"https://www.laohu8.com/m/news/1143154253?lang=zh_CN&edition=full","pubTime":"2021-11-30 17:35","market":"us","language":"en","title":"Wait For a Better Entry Point in Red-Hot Lucid Stock<blockquote>等待炙手可热的Lucid股票的更好切入点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143154253","media":"InvestorPlace","summary":"LCID stock is overvalued, even for an up-and-coming EV player","content":"<p><div> Lucid Group’s(NASDAQ:LCID) third-quarter earnings report showed a significant bump in Lucid Air reservations and record liquidity. With the commencement of deliveries and a production ramp-up, LCID ...</p><p><blockquote><div>Lucid Group（纳斯达克股票代码：LCID）第三季度收益报告显示，Lucid Air预订量大幅增加，流动性创历史新高。随着交付的开始和产量的增加，LCID...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/11/wait-for-a-better-entry-point-in-red-hot-lcid-stock/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/wait-for-a-better-entry-point-in-red-hot-lcid-stock/\">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>Wait For a Better Entry Point in Red-Hot Lucid Stock<blockquote>等待炙手可热的Lucid股票的更好切入点</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWait For a Better Entry Point in Red-Hot Lucid Stock<blockquote>等待炙手可热的Lucid股票的更好切入点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-11-30 17:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Lucid Group’s(NASDAQ:LCID) third-quarter earnings report showed a significant bump in Lucid Air reservations and record liquidity. With the commencement of deliveries and a production ramp-up, LCID ...</p><p><blockquote><div>Lucid Group（纳斯达克股票代码：LCID）第三季度收益报告显示，Lucid Air预订量大幅增加，流动性创历史新高。随着交付的开始和产量的增加，LCID...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/11/wait-for-a-better-entry-point-in-red-hot-lcid-stock/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/wait-for-a-better-entry-point-in-red-hot-lcid-stock/\">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/2021/11/wait-for-a-better-entry-point-in-red-hot-lcid-stock/\">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":{"LCID":"Lucid Group Inc"},"source_url":"https://investorplace.com/2021/11/wait-for-a-better-entry-point-in-red-hot-lcid-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143154253","content_text":"Lucid Group’s(NASDAQ:LCID) third-quarter earnings report showed a significant bump in Lucid Air reservations and record liquidity. With the commencement of deliveries and a production ramp-up, LCID stock is one of the best electric vehicle plays in the market. However, due to its recent success, it is valued like an industry stalwart rather than a newcomer.\nOn Sept. 29, the EV startup announced it would begin deliveries of its Lucid Air Dream Edition in late October. The luxury sedan boasts a range of 520 miles per charge. This makes it the longest-range EV rated by the Environmental Protection Agency (EPA). It’s also noteworthy because it beat the range of Tesla’s(NASDAQ:TSLA) more expensive Model S by over 100 miles.\nThe first Lucid Air Dream Editions were delivered on Oct. 30, and the vehicle has been getting rave reviews.\nLCID stock has surged an incredible 105% in the past two months. With shares trading at a remarkably lofty valuation, it’s best to wait for a correction before getting in.\nLucid Looks to Expand Capacity as Reservations Increase\nAt the end of September, the company said Lucid Air reservations stood at 13,000. By mid-November, Lucid had more than 17,000 reservations. No doubt some were persuaded by the EPA rating, along with the company’s successful marketing eventcovering the launch of the Lucid Air.\nWhat’s more, the day after the company announced its updated reservation numbers, the Lucid Air won the 2022 MotorTrend Car of the Year award.\nAs demand increases, Lucid is looking to increase production capacity. The company plans to add 2.85 million square feet of manufacturing space to its Advanced Manufacturing Plant (AMP-1) in Casa Grande, Ariz. The will increase the facility’s maximum production capacity from a projected 34,000 cars a year currently to 90,000 by the end of 2023.\nThe Lucid Air has a starting price of $77,400 (it will run consumers a little under $70,000 after a federal tax credit). Assuming the company makes 34,000 EVs next year, it could generate more than $2.6 billion in revenue. And that doesn’t include customization packages or any add-ons, which should increase the final sales figure by a considerable margin.\nLucid Sports an Attractive Balance Sheet\nLucid ended the third quarter with a cash balance of $4.8 billion after adding $4.4 billion in new investments. Consequently, the company’s financial flexibility has improved considerably, enabling it to finance its expansion with relative ease. Moreover, it currently has minimal debt on its balance sheet.\nWhile the company has recognized less than $1 million in sales so far, that situation should be dramatically different next year as more cars are delivered to drivers. However, Lucid will continue to post losses and negative cash flows for the foreseeable future. For the most recent quarter, losses from operations totaled $497.1 million, while it posted free cash flows of -$384.4 million.\nLosses are to be expected at this stage in the game, but there are a few risks investors need to be aware of. These include any production troubles the company encounters, as well as continued supply chain disruptions that could result in material or parts shortages. Perhaps the biggest potential long-term risk, though, is the entry of new competitors in the luxury EV space. All eyes are on the Lucid Air for now, but that could quickly change.\nThe Bottom Line on LCID Stock\nSo far, Lucid Group has delivered on its promises and is seeing rising demand for its award-winning electric vehicle. However, with a market cap larger than that of Ford(NYSE:F) and General Motors(NYSE:GM), this basically pre-revenue startup is trading at an unreasonable valuation.\nInvestors should wait for a better entry point before buying LCID stock.","news_type":1,"symbols_score_info":{"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609845337,"gmtCreate":1638270639345,"gmtModify":1638270639425,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; comment","listText":"Like &amp; comment","text":"Like & comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609845337","repostId":"2187581399","repostType":4,"isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609845021,"gmtCreate":1638270576539,"gmtModify":1638270576659,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; comment pls","listText":"Like &amp; comment pls","text":"Like & comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609845021","repostId":"2187586148","repostType":4,"isVote":1,"tweetType":1,"viewCount":2305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":158023038,"gmtCreate":1625114795424,"gmtModify":1631886735155,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158023038","repostId":"1178516480","repostType":4,"repost":{"id":"1178516480","kind":"news","pubTimestamp":1625094708,"share":"https://www.laohu8.com/m/news/1178516480?lang=zh_CN&edition=full","pubTime":"2021-07-01 07:11","market":"us","language":"en","title":"S&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178516480","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as inves","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p><p><blockquote>纽约（路透社）-标普500周三连续第五次创下收盘新高，投资者在本月和本季度结束时基本上摆脱了积极的经济数据，并期待周五备受期待的就业报告。</blockquote></p><p> In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p><p><blockquote>在2021年上半年的最后一个交易日，股指低迷且区间震荡，蓝筹股道指上涨，而纳斯达克则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p><p><blockquote>三大指数均连续第五个季度上涨，标准普尔指数上涨8.2%，纳斯达克指数上涨9.5%，道指上涨4.6%。标普500上半年表现为1998年以来第二好，上涨14.5%。</blockquote></p><p> “It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p><p><blockquote>“这是一个不错的季度，”康涅狄格州费尔菲尔德Dakota Wealth的高级投资组合经理罗伯特·帕夫利克(Robert Pavlik)表示。“截至昨晚收盘，标普今年迄今已上涨超过14%，超过道指和纳斯达克。这表明股市正在出现广泛反弹。”</blockquote></p><p> For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p><p><blockquote>本月，领头羊标普500连续第五次上涨，而道琼斯指数结束了四个月的连涨，小幅收低。纳斯达克在6月份也取得了进展。</blockquote></p><p> This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p><p><blockquote>本月，投资者的兴趣从对经济敏感的周期性股票转向成长型股票。</blockquote></p><p> “Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p><p><blockquote>“今年迄今为止的领先行业正如你所预期的那样，”帕夫利克补充道。“能源、金融和工业，这表明经济环境正处于周期的早期阶段。”</blockquote></p><p> “(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p><p><blockquote>帕夫利克补充道：“在人们开始接受（美联储主席杰罗姆）鲍威尔关注暂时性通胀的言论后，（投资者）开始转向增长（股票）。”</blockquote></p><p> “Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p><p><blockquote>“一些重新开放的交易已经持续了一段时间，这正在引导人们恢复增长。”</blockquote></p><p> (Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p><p><blockquote>（图：6月份成长股跑赢价值股，年初至今差距缩小，）</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p><p><blockquote>纽约Inverness Counsel首席投资策略师蒂姆·格里斯基(Tim Ghriskey)表示：“整体股市继续上涨，在相当长一段时间内持续上涨。”“虽然按照历史标准来看估值肯定很高，但受益于经济复苏，估值一直处于相当稳定的水平。”</blockquote></p><p> The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p><p><blockquote>根据薪资处理机构ADP的数据，私营部门6月份增加了692,000个就业岗位，轻松超出预期。这一数字比经济学家在劳工部周五发布的更全面的就业报告中预测的私人就业人数高出92,000人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p><p><blockquote>道琼斯工业平均指数上涨210.22点，涨幅0.61%，至34,502.51点；标普500上涨5.7点，涨幅0.13%，至4,297.5点；纳斯达克综合指数下跌24.38点，涨幅0.17%，至14,503.95点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p><p><blockquote>在标准普尔11个主要板块中，有6个板块收高，其中能源板块涨幅最大。房地产是当天最大的输家。</blockquote></p><p> Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p><p><blockquote>德国国防部宣布将购买该飞机制造商的五架P-8A海上控制飞机，波音公司股价上涨1.6%，此前联合航空公布了有史以来最大的新飞机订单。</blockquote></p><p> Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p><p><blockquote>沃尔玛周二宣布将开始销售仅限处方的胰岛素类似物，股价上涨2.7%。</blockquote></p><p> Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p><p><blockquote>美光科技在季度财报发布前上涨2.5%，但在芯片制造商公布季度业绩后，盘后交易中相对没有变化。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.35比1；在纳斯达克，1.19比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p><p><blockquote>标普500创下20个52周新高，无新低；纳斯达克综合指数录得70个新高和36个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为108.5亿股，而过去20个交易日的平均成交量为110.5亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</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\">\nS&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-01 07:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p><p><blockquote>纽约（路透社）-标普500周三连续第五次创下收盘新高，投资者在本月和本季度结束时基本上摆脱了积极的经济数据，并期待周五备受期待的就业报告。</blockquote></p><p> In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p><p><blockquote>在2021年上半年的最后一个交易日，股指低迷且区间震荡，蓝筹股道指上涨，而纳斯达克则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p><p><blockquote>三大指数均连续第五个季度上涨，标准普尔指数上涨8.2%，纳斯达克指数上涨9.5%，道指上涨4.6%。标普500上半年表现为1998年以来第二好，上涨14.5%。</blockquote></p><p> “It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p><p><blockquote>“这是一个不错的季度，”康涅狄格州费尔菲尔德Dakota Wealth的高级投资组合经理罗伯特·帕夫利克(Robert Pavlik)表示。“截至昨晚收盘，标普今年迄今已上涨超过14%，超过道指和纳斯达克。这表明股市正在出现广泛反弹。”</blockquote></p><p> For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p><p><blockquote>本月，领头羊标普500连续第五次上涨，而道琼斯指数结束了四个月的连涨，小幅收低。纳斯达克在6月份也取得了进展。</blockquote></p><p> This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p><p><blockquote>本月，投资者的兴趣从对经济敏感的周期性股票转向成长型股票。</blockquote></p><p> “Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p><p><blockquote>“今年迄今为止的领先行业正如你所预期的那样，”帕夫利克补充道。“能源、金融和工业，这表明经济环境正处于周期的早期阶段。”</blockquote></p><p> “(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p><p><blockquote>帕夫利克补充道：“在人们开始接受（美联储主席杰罗姆）鲍威尔关注暂时性通胀的言论后，（投资者）开始转向增长（股票）。”</blockquote></p><p> “Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p><p><blockquote>“一些重新开放的交易已经持续了一段时间，这正在引导人们恢复增长。”</blockquote></p><p> (Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p><p><blockquote>（图：6月份成长股跑赢价值股，年初至今差距缩小，）</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p><p><blockquote>纽约Inverness Counsel首席投资策略师蒂姆·格里斯基(Tim Ghriskey)表示：“整体股市继续上涨，在相当长一段时间内持续上涨。”“虽然按照历史标准来看估值肯定很高，但受益于经济复苏，估值一直处于相当稳定的水平。”</blockquote></p><p> The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p><p><blockquote>根据薪资处理机构ADP的数据，私营部门6月份增加了692,000个就业岗位，轻松超出预期。这一数字比经济学家在劳工部周五发布的更全面的就业报告中预测的私人就业人数高出92,000人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p><p><blockquote>道琼斯工业平均指数上涨210.22点，涨幅0.61%，至34,502.51点；标普500上涨5.7点，涨幅0.13%，至4,297.5点；纳斯达克综合指数下跌24.38点，涨幅0.17%，至14,503.95点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p><p><blockquote>在标准普尔11个主要板块中，有6个板块收高，其中能源板块涨幅最大。房地产是当天最大的输家。</blockquote></p><p> Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p><p><blockquote>德国国防部宣布将购买该飞机制造商的五架P-8A海上控制飞机，波音公司股价上涨1.6%，此前联合航空公布了有史以来最大的新飞机订单。</blockquote></p><p> Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p><p><blockquote>沃尔玛周二宣布将开始销售仅限处方的胰岛素类似物，股价上涨2.7%。</blockquote></p><p> Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p><p><blockquote>美光科技在季度财报发布前上涨2.5%，但在芯片制造商公布季度业绩后，盘后交易中相对没有变化。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.35比1；在纳斯达克，1.19比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p><p><blockquote>标普500创下20个52周新高，无新低；纳斯达克综合指数录得70个新高和36个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为108.5亿股，而过去20个交易日的平均成交量为110.5亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R\">Reuters</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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178516480","content_text":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.\nIn the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.\nAll three indexes posted their fifth consecutive quarterly gains, with the S&P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&P 500 registered its second-best first-half performance since 1998, rising 14.5%.\n“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”\nFor the month, the bellwether S&P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.\nThis month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.\n“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”\n“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.\n“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”\n(Graphic: Growths stocks outperform value in June, narrow YTD gap, )\n“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”\nThe private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.\nThe Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.\nAmong the 11 major sectors in the S&P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.\nBoeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.\nWalmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.\nMicron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.\nThe S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.\nVolume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100489053,"gmtCreate":1619629636572,"gmtModify":1631886735164,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; comment ❤️","listText":"Like &amp; comment ❤️","text":"Like & comment ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/100489053","repostId":"1194446574","repostType":4,"repost":{"id":"1194446574","kind":"news","pubTimestamp":1619622803,"share":"https://www.laohu8.com/m/news/1194446574?lang=zh_CN&edition=full","pubTime":"2021-04-28 23:13","market":"fut","language":"en","title":"Goldman bullish on commodities, sees gold holding off bitcoin as safe haven<blockquote>高盛看好大宗商品，认为黄金作为避风港拖累比特币</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194446574","media":"seekingalpha","summary":"In a recent note put out by Goldman Sachs, they believe the commodities space will gain continued su","content":"<p>In a recent note put out by Goldman Sachs, they believe the commodities space will gain continued support over thenext six months on positive forecasted demand.</p><p><blockquote>在高盛最近发布的一份报告中，他们认为，由于积极的需求预测，大宗商品领域将在未来六个月内获得持续支撑。</blockquote></p><p>The investment bank has mentioned that they see commodities rallying another 13.5%, with oil reaching $80/bbl, copper rising to $11,000 per tonne and gold holding off bitcoin as a safe haven investment.</p><p><blockquote>该投资银行提到，他们认为大宗商品将再上涨13.5%，石油达到80美元/桶，铜升至每吨11,000美元，黄金将比特币作为避险投资。</blockquote></p><p>Per&nbsp;Reuters, Goldman Sachs stated: \"We expect the biggest jump in oil demand ever, a 5.2 million barrels per day rise over the next six months,\" relating to the buildup in traveling demand and increasing vaccine rollouts throughout Europe.</p><p><blockquote>据路透社报道，高盛表示：“我们预计未来六个月石油需求将出现有史以来最大增幅，每天增加520万桶”，这与整个欧洲旅行需求的增加和疫苗推广的增加有关。</blockquote></p><p>For investors that share a similar sentiment and are interested in the energy markets see a handful of exchange traded funds:(NYSEARCA:USO),(NYSEARCA:XLE),(NYSEARCA:UCO),(NYSEARCA:XOP),(NYSEARCA:VDE),(NYSEARCA:GUSH),(NYSEARCA:OIH),(NYSEARCA:ERX),(NYSE:BGR),(NYSEARCA:BNO).</p><p><blockquote>对于有类似观点并对能源市场感兴趣的投资者，请参阅一些交易所交易基金：(NYSEARCA：USO)、(NYSEARCA：XLE)、(NYSEARCA：UCO)、(NYSEARCA：XOP)、(NYSEARCA：VDE)、(NYSEARCA：GUSH)、(NYSEARCA：OIH)、(NYSEARCA：ERX)、(NYSEARCA：BGR)、(NYSEARCA：BNO)。</blockquote></p><p>Aside from oil, Goldman Sachs has also upgraded their outlook on copper. Goldman has forecasted the price of copper to reach $11,000 per tonne, setting a 12-month target.</p><p><blockquote>除了石油，高盛也上调了对铜的展望。高盛预测铜价将达到每吨11,000美元，并设定了12个月的目标。</blockquote></p><p>Copper has surged of late, approaching $10,000 per tonne on the London Metal Exchange. Furthermore, copper has not seen these current levels in over ten years. The last time prices were this high was back in 2011.</p><p><blockquote>伦敦金属交易所铜价最近飙升，接近每吨10,000美元。此外，铜价已经十多年没有达到目前的水平了。上一次价格如此之高是在2011年。</blockquote></p><p>A few of copper ETFs and ETNs to analyze are:(NYSEARCA:COPX),(JJCTF), and(NYSEARCA:JJC), and(NYSEARCA:CPER).</p><p><blockquote>需要分析的一些铜ETF和ETN包括：(NYSEARCA：COPX)、(JJCTF)、(NYSEARCA：JJC)和(NYSEARCA：CPER)。</blockquote></p><p>Goldman Sachs also sees gold reaching levels of $2,000 over the course of the next six months. Gold which has seen a selloff since August of 2020, has witnessed a recent rise in April. Since March 31st of this year, gold has risen nearly&nbsp;+5.5%&nbsp;from $1,678 to $1,768.</p><p><blockquote>高盛还预计金价将在未来六个月内达到2,000美元的水平。黄金自2020年8月以来一直遭到抛售，最近在4月份出现了上涨。自今年3月31日以来，黄金已从1678美元上涨近+5.5%至1768美元。</blockquote></p><p>During the same time as gold's recent rise, bitcoin (BTC-USD) has slid. Since March 31st, bitcoin has sold off nearly&nbsp;-6.00%. Goldman believes it's still too premature for bitcoin to compete with gold for demand as a safe haven investment.</p><p><blockquote>在黄金近期上涨的同时，比特币（BTC-USD）却出现了下滑。3月31日以来，比特币累计抛售近-6.00%。高盛认为，比特币作为避险投资与黄金争夺需求还为时过早。</blockquote></p><p>In the recent note, the bank said: \"While bitcoin benefits from greater liquidity, it suffers from lack of real use and weak environmental, social, governance ESG scoring, due to its high energy consumption,\"</p><p><blockquote>该银行在最近的报告中表示：“虽然比特币受益于更大的流动性，但由于其高能耗，它缺乏实际使用，环境、社会、治理ESG评分较弱。”</blockquote></p><p>(NYSEARCA:GLD),(NYSEARCA:GDX),(NYSEARCA:IAU), and(NYSEARCA:SGOL)are some gold-related exchange traded funds that can be useful for market participants to examine.</p><p><blockquote>(NYSEARCA：GLD)、(NYSEARCA：GDX)、(NYSEARCA：IAU)和(NYSEARCA：SGOL)是一些与黄金相关的交易所交易基金，可供市场参与者检查。</blockquote></p><p>VanEck CEO, Jan van Eck, shares a similar view with Goldman Sachs as he stated in a recent interview, \"I think that commodity companies are disciplined to not supply too much into the market, so I think higher prices are here to stay across the commodity spectrum.\"</p><p><blockquote>VanEck首席执行官Jan van Eck与高盛持有类似的观点，他在最近的一次采访中表示，“我认为大宗商品公司有纪律，不会向市场供应太多商品，因此我认为整个市场的价格都会上涨。商品光谱。”</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>Goldman bullish on commodities, sees gold holding off bitcoin as safe haven<blockquote>高盛看好大宗商品，认为黄金作为避风港拖累比特币</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\">\nGoldman bullish on commodities, sees gold holding off bitcoin as safe haven<blockquote>高盛看好大宗商品，认为黄金作为避风港拖累比特币</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-28 23:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In a recent note put out by Goldman Sachs, they believe the commodities space will gain continued support over thenext six months on positive forecasted demand.</p><p><blockquote>在高盛最近发布的一份报告中，他们认为，由于积极的需求预测，大宗商品领域将在未来六个月内获得持续支撑。</blockquote></p><p>The investment bank has mentioned that they see commodities rallying another 13.5%, with oil reaching $80/bbl, copper rising to $11,000 per tonne and gold holding off bitcoin as a safe haven investment.</p><p><blockquote>该投资银行提到，他们认为大宗商品将再上涨13.5%，石油达到80美元/桶，铜升至每吨11,000美元，黄金将比特币作为避险投资。</blockquote></p><p>Per&nbsp;Reuters, Goldman Sachs stated: \"We expect the biggest jump in oil demand ever, a 5.2 million barrels per day rise over the next six months,\" relating to the buildup in traveling demand and increasing vaccine rollouts throughout Europe.</p><p><blockquote>据路透社报道，高盛表示：“我们预计未来六个月石油需求将出现有史以来最大增幅，每天增加520万桶”，这与整个欧洲旅行需求的增加和疫苗推广的增加有关。</blockquote></p><p>For investors that share a similar sentiment and are interested in the energy markets see a handful of exchange traded funds:(NYSEARCA:USO),(NYSEARCA:XLE),(NYSEARCA:UCO),(NYSEARCA:XOP),(NYSEARCA:VDE),(NYSEARCA:GUSH),(NYSEARCA:OIH),(NYSEARCA:ERX),(NYSE:BGR),(NYSEARCA:BNO).</p><p><blockquote>对于有类似观点并对能源市场感兴趣的投资者，请参阅一些交易所交易基金：(NYSEARCA：USO)、(NYSEARCA：XLE)、(NYSEARCA：UCO)、(NYSEARCA：XOP)、(NYSEARCA：VDE)、(NYSEARCA：GUSH)、(NYSEARCA：OIH)、(NYSEARCA：ERX)、(NYSEARCA：BGR)、(NYSEARCA：BNO)。</blockquote></p><p>Aside from oil, Goldman Sachs has also upgraded their outlook on copper. Goldman has forecasted the price of copper to reach $11,000 per tonne, setting a 12-month target.</p><p><blockquote>除了石油，高盛也上调了对铜的展望。高盛预测铜价将达到每吨11,000美元，并设定了12个月的目标。</blockquote></p><p>Copper has surged of late, approaching $10,000 per tonne on the London Metal Exchange. Furthermore, copper has not seen these current levels in over ten years. The last time prices were this high was back in 2011.</p><p><blockquote>伦敦金属交易所铜价最近飙升，接近每吨10,000美元。此外，铜价已经十多年没有达到目前的水平了。上一次价格如此之高是在2011年。</blockquote></p><p>A few of copper ETFs and ETNs to analyze are:(NYSEARCA:COPX),(JJCTF), and(NYSEARCA:JJC), and(NYSEARCA:CPER).</p><p><blockquote>需要分析的一些铜ETF和ETN包括：(NYSEARCA：COPX)、(JJCTF)、(NYSEARCA：JJC)和(NYSEARCA：CPER)。</blockquote></p><p>Goldman Sachs also sees gold reaching levels of $2,000 over the course of the next six months. Gold which has seen a selloff since August of 2020, has witnessed a recent rise in April. Since March 31st of this year, gold has risen nearly&nbsp;+5.5%&nbsp;from $1,678 to $1,768.</p><p><blockquote>高盛还预计金价将在未来六个月内达到2,000美元的水平。黄金自2020年8月以来一直遭到抛售，最近在4月份出现了上涨。自今年3月31日以来，黄金已从1678美元上涨近+5.5%至1768美元。</blockquote></p><p>During the same time as gold's recent rise, bitcoin (BTC-USD) has slid. Since March 31st, bitcoin has sold off nearly&nbsp;-6.00%. Goldman believes it's still too premature for bitcoin to compete with gold for demand as a safe haven investment.</p><p><blockquote>在黄金近期上涨的同时，比特币（BTC-USD）却出现了下滑。3月31日以来，比特币累计抛售近-6.00%。高盛认为，比特币作为避险投资与黄金争夺需求还为时过早。</blockquote></p><p>In the recent note, the bank said: \"While bitcoin benefits from greater liquidity, it suffers from lack of real use and weak environmental, social, governance ESG scoring, due to its high energy consumption,\"</p><p><blockquote>该银行在最近的报告中表示：“虽然比特币受益于更大的流动性，但由于其高能耗，它缺乏实际使用，环境、社会、治理ESG评分较弱。”</blockquote></p><p>(NYSEARCA:GLD),(NYSEARCA:GDX),(NYSEARCA:IAU), and(NYSEARCA:SGOL)are some gold-related exchange traded funds that can be useful for market participants to examine.</p><p><blockquote>(NYSEARCA：GLD)、(NYSEARCA：GDX)、(NYSEARCA：IAU)和(NYSEARCA：SGOL)是一些与黄金相关的交易所交易基金，可供市场参与者检查。</blockquote></p><p>VanEck CEO, Jan van Eck, shares a similar view with Goldman Sachs as he stated in a recent interview, \"I think that commodity companies are disciplined to not supply too much into the market, so I think higher prices are here to stay across the commodity spectrum.\"</p><p><blockquote>VanEck首席执行官Jan van Eck与高盛持有类似的观点，他在最近的一次采访中表示，“我认为大宗商品公司有纪律，不会向市场供应太多商品，因此我认为整个市场的价格都会上涨。商品光谱。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3686894-goldman-sachs-is-bullish-on-commodities\">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":{},"source_url":"https://seekingalpha.com/news/3686894-goldman-sachs-is-bullish-on-commodities","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194446574","content_text":"In a recent note put out by Goldman Sachs, they believe the commodities space will gain continued support over thenext six months on positive forecasted demand.The investment bank has mentioned that they see commodities rallying another 13.5%, with oil reaching $80/bbl, copper rising to $11,000 per tonne and gold holding off bitcoin as a safe haven investment.Per Reuters, Goldman Sachs stated: \"We expect the biggest jump in oil demand ever, a 5.2 million barrels per day rise over the next six months,\" relating to the buildup in traveling demand and increasing vaccine rollouts throughout Europe.For investors that share a similar sentiment and are interested in the energy markets see a handful of exchange traded funds:(NYSEARCA:USO),(NYSEARCA:XLE),(NYSEARCA:UCO),(NYSEARCA:XOP),(NYSEARCA:VDE),(NYSEARCA:GUSH),(NYSEARCA:OIH),(NYSEARCA:ERX),(NYSE:BGR),(NYSEARCA:BNO).Aside from oil, Goldman Sachs has also upgraded their outlook on copper. Goldman has forecasted the price of copper to reach $11,000 per tonne, setting a 12-month target.Copper has surged of late, approaching $10,000 per tonne on the London Metal Exchange. Furthermore, copper has not seen these current levels in over ten years. The last time prices were this high was back in 2011.A few of copper ETFs and ETNs to analyze are:(NYSEARCA:COPX),(JJCTF), and(NYSEARCA:JJC), and(NYSEARCA:CPER).Goldman Sachs also sees gold reaching levels of $2,000 over the course of the next six months. Gold which has seen a selloff since August of 2020, has witnessed a recent rise in April. Since March 31st of this year, gold has risen nearly +5.5% from $1,678 to $1,768.During the same time as gold's recent rise, bitcoin (BTC-USD) has slid. Since March 31st, bitcoin has sold off nearly -6.00%. Goldman believes it's still too premature for bitcoin to compete with gold for demand as a safe haven investment.In the recent note, the bank said: \"While bitcoin benefits from greater liquidity, it suffers from lack of real use and weak environmental, social, governance ESG scoring, due to its high energy consumption,\"(NYSEARCA:GLD),(NYSEARCA:GDX),(NYSEARCA:IAU), and(NYSEARCA:SGOL)are some gold-related exchange traded funds that can be useful for market participants to examine.VanEck CEO, Jan van Eck, shares a similar view with Goldman Sachs as he stated in a recent interview, \"I think that commodity companies are disciplined to not supply too much into the market, so I think higher prices are here to stay across the commodity spectrum.\"","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100480434,"gmtCreate":1619629615428,"gmtModify":1631886735202,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; comment ❤️","listText":"Like &amp; comment ❤️","text":"Like & comment ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/100480434","repostId":"1104198438","repostType":4,"isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100417301,"gmtCreate":1619629390103,"gmtModify":1631886735212,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; comment ❤️","listText":"Like &amp; comment ❤️","text":"Like & comment ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100417301","repostId":"1196474090","repostType":4,"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100414810,"gmtCreate":1619629260330,"gmtModify":1631886735228,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; comment ❤️","listText":"Like &amp; comment ❤️","text":"Like & comment ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/100414810","repostId":"1131068131","repostType":4,"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377507519,"gmtCreate":1619533669131,"gmtModify":1631886735237,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; Comment &amp; Follow ❤️","listText":"Like &amp; Comment &amp; Follow ❤️","text":"Like & Comment & Follow ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/377507519","repostId":"1114032675","repostType":4,"repost":{"id":"1114032675","kind":"news","pubTimestamp":1619533204,"share":"https://www.laohu8.com/m/news/1114032675?lang=zh_CN&edition=full","pubTime":"2021-04-27 22:20","market":"us","language":"en","title":"Boeing shells out $10.7M to settle Pentagon billing case<blockquote>波音公司斥资1070万美元解决五角大楼账单案</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114032675","media":"seekingalpha","summary":"Boeing (BA+0.4%) has quietly agreed to repay the U.S. $10.7M after a three-year investigation conclu","content":"<p>Boeing (BA+0.4%) has quietly agreed to repay the U.S. $10.7M after a three-year investigation concluded it double-billed the militaryfor taxes paid to foreign governments on overseas employees,Bloomberg reports.</p><p><blockquote>据彭博社报道，波音公司(BA+0.4%)在一项为期三年的调查得出结论，该公司向军方重复支付了向外国政府支付的海外雇员税款后，已悄悄同意偿还1070万美元。</blockquote></p><p> The overcharges \"affected hundreds of contracts across numerous Department of Defense entities,\" according to the latest edition of an in-house training newsletter of the Defense Contract Management Agency. The agreement, reached in September, wasn't previously disclosed.</p><p><blockquote>根据国防合同管理局最新版的内部培训通讯，过高收费“影响了国防部众多实体的数百份合同”。该协议于9月份达成，此前并未披露。</blockquote></p><p> \"We can’t provide a list of all countries impacted, but to put the scope into perspective it was more than 35,\" agency spokesman Matthew Montgomery said in an email.</p><p><blockquote>该机构发言人马修·蒙哥马利(Matthew Montgomery)在一封电子邮件中表示：“我们无法提供所有受影响国家的名单，但从范围来看，超过35个国家。”</blockquote></p><p> Shares of Boeingclimbed 25%in the first quarter.Discover a summary of Quant, SA Author and Wall Street ratings on BA.</p><p><blockquote>波音股价第一季度上涨25%。了解Quant、SA作者和华尔街对BA的评级摘要。</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>Boeing shells out $10.7M to settle Pentagon billing case<blockquote>波音公司斥资1070万美元解决五角大楼账单案</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\">\nBoeing shells out $10.7M to settle Pentagon billing case<blockquote>波音公司斥资1070万美元解决五角大楼账单案</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-27 22:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Boeing (BA+0.4%) has quietly agreed to repay the U.S. $10.7M after a three-year investigation concluded it double-billed the militaryfor taxes paid to foreign governments on overseas employees,Bloomberg reports.</p><p><blockquote>据彭博社报道，波音公司(BA+0.4%)在一项为期三年的调查得出结论，该公司向军方重复支付了向外国政府支付的海外雇员税款后，已悄悄同意偿还1070万美元。</blockquote></p><p> The overcharges \"affected hundreds of contracts across numerous Department of Defense entities,\" according to the latest edition of an in-house training newsletter of the Defense Contract Management Agency. The agreement, reached in September, wasn't previously disclosed.</p><p><blockquote>根据国防合同管理局最新版的内部培训通讯，过高收费“影响了国防部众多实体的数百份合同”。该协议于9月份达成，此前并未披露。</blockquote></p><p> \"We can’t provide a list of all countries impacted, but to put the scope into perspective it was more than 35,\" agency spokesman Matthew Montgomery said in an email.</p><p><blockquote>该机构发言人马修·蒙哥马利(Matthew Montgomery)在一封电子邮件中表示：“我们无法提供所有受影响国家的名单，但从范围来看，超过35个国家。”</blockquote></p><p> Shares of Boeingclimbed 25%in the first quarter.Discover a summary of Quant, SA Author and Wall Street ratings on BA.</p><p><blockquote>波音股价第一季度上涨25%。了解Quant、SA作者和华尔街对BA的评级摘要。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3686132-boeing-shells-out-107m-to-settle-pentagon-billing-case\">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":{"BA":"波音"},"source_url":"https://seekingalpha.com/news/3686132-boeing-shells-out-107m-to-settle-pentagon-billing-case","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114032675","content_text":"Boeing (BA+0.4%) has quietly agreed to repay the U.S. $10.7M after a three-year investigation concluded it double-billed the militaryfor taxes paid to foreign governments on overseas employees,Bloomberg reports.\nThe overcharges \"affected hundreds of contracts across numerous Department of Defense entities,\" according to the latest edition of an in-house training newsletter of the Defense Contract Management Agency. The agreement, reached in September, wasn't previously disclosed.\n\"We can’t provide a list of all countries impacted, but to put the scope into perspective it was more than 35,\" agency spokesman Matthew Montgomery said in an email.\nShares of Boeingclimbed 25%in the first quarter.Discover a summary of Quant, SA Author and Wall Street ratings on BA.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377507172,"gmtCreate":1619533653296,"gmtModify":1631886735249,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; Comment &amp; Follow ❤️","listText":"Like &amp; Comment &amp; Follow ❤️","text":"Like & Comment & Follow ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/377507172","repostId":"1134543321","repostType":4,"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377507066,"gmtCreate":1619533618455,"gmtModify":1631886735264,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; Comment &amp; Follow ❤️","listText":"Like &amp; Comment &amp; Follow ❤️","text":"Like & Comment & Follow ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377507066","repostId":"2130522345","repostType":4,"repost":{"id":"2130522345","kind":"highlight","pubTimestamp":1619484161,"share":"https://www.laohu8.com/m/news/2130522345?lang=zh_CN&edition=full","pubTime":"2021-04-27 08:42","market":"us","language":"en","title":"AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD收益：数据中心所有者是在“消化”还是只是不购买英特尔芯片？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2130522345","media":"MarketWatch","summary":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined. AMD first launched the EPYC family of server chips in 2017. AMD. Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.AMD $$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $$ reported results last week, the market-share leader","content":"<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined</p><p><blockquote>在最大竞争对手的服务器销售额下降后，包括数据中心销售额在内的AMD部门的收入预计将增长近两倍</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615a522a230f802ea7b3c7554e6a350b\" tg-width=\"1259\" tg-height=\"709\"><span>AMD first launched the EPYC family of server chips in 2017. AMD</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD于2017年首次推出了EPYC系列服务器芯片。AMD</span></p></blockquote></p><p> Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.</p><p><blockquote>据英特尔公司报道，Advanced Micro Devices Inc.的收益将表明数据中心市场是否真正处于“消化”阶段。</blockquote></p><p> AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.</p><p><blockquote>AMD<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>定于周二收盘后公布第一季度收益。当英特尔<a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>这家市场份额领先者在上周公布的业绩中指出，由于其数据中心销售额同比下降20%，市场刚刚从“消化阶段”触底。</blockquote></p><p> Analysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel</p><p><blockquote>然而，分析师质疑这种“消化阶段”的描述，而是质疑AMD是否正在从英特尔手中夺走市场份额</blockquote></p><p> Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .</p><p><blockquote>华尔街平均预计AMD的企业、嵌入式和半定制销售额（其中包括数据中心和游戏机芯片）将达到13亿美元，几乎是该公司去年同期报告的3.48亿美元的三倍。</blockquote></p><p> This all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>这一切都发生在微芯片持续短缺的情况下，以满足全球行业的需求，制造芯片设计使用的硅片的公司正在努力清除长达数月的等待名单。</blockquote></p><p> AMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.</p><p><blockquote>AMD在上一份财报中表示，预计数据中心和游戏销售增长将持续到2021年。AMD预计将公布18.9亿美元的计算和图形销售额，比一年前相对温和地增长31%。</blockquote></p><p> In early April, shareholders from AMD and Xilinx Inc.&nbsp;approved a $35 billion wrap-up between the two companies. In March, the company announced a&nbsp;new gaming card.</p><p><blockquote>4月初，AMD和Xilinx Inc.的股东批准了两家公司之间350亿美元的合并。三月份，该公司宣布了一款新的游戏卡。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.</p><p><blockquote>盈利：在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为44美分，高于本季度初预期的每股35美分和去年同期报告的每股18美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益48美分的估计。</blockquote></p><p> Revenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.</p><p><blockquote>营收：早在1月份，AMD就预测第一季度销售额在31亿美元至33亿美元之间，而当时分析师平均预测营收为26.8亿美元。目前，31名分析师平均预计营收为31.8亿美元，高于去年同期的17.9亿美元。Estimize预计营收为32.5亿美元。</blockquote></p><p> Stock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&amp;P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.</p><p><blockquote>股票走势：第一季度，AMD股价下跌14.4%。相比之下，PHLX半导体指数上涨11.8%，标普500指数上涨5.8%，以科技股为主的纳斯达克综合指数上涨2.8%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为115美元，他表示，PC和图形处理部门的检查表明第一季度需求持续强劲。</blockquote></p><p> \"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"</p><p><blockquote>Rolland表示：“虽然许多人认为产能限制限制了上行空间，但我们相信AMD正在迅速成为[台积电公司(2330.TW)]首选的‘CPU’合作伙伴，因为英特尔的IDM 2.0战略似乎对代工厂的竞争力越来越强。”“因此，如果AMD收到足够多的晶圆来跟踪全年指导甚至更长时间，我们不会感到惊讶。”</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>刚刚恢复对AMD预期的分析师约瑟夫·摩尔(Joseph Moore)表示，他预计AMD的盈利将高于市场普遍预期，“全面需求强劲，以及基板和较小程度上晶圆造成的供应限制”。</blockquote></p><p> Moore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Sony Group Corp.'s gaming consoles.</p><p><blockquote>摩尔预计晶圆厂将继续优先考虑服务器和“发烧友桌面微处理器”等高利润产品，以及微软公司等“利润最低的战略和独家采购客户”<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>和索尼集团公司的游戏机。</blockquote></p><p> \"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.</p><p><blockquote>摩尔表示：“由于竞争对手也面临供应限制，整体定价应该是健康的。”分析师预计AMD 2021财年每股收益为2.04美元，2022财年每股收益为2.59美元，2023财年每股收益为2.90美元，而FactSet调查的分析师预计每股收益分别为1.95美元、2.51美元和3.23美元。</blockquote></p><p> B of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"</p><p><blockquote>B of A Securities分析师Vivek Arya的目标价为100美元，他在谈到更大的芯片市场时表示，“供应限制可能会限制第一季度的优异表现/第二季度的前景，但会将周期延长至2022年”</blockquote></p><p> For AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"</p><p><blockquote>对于AMD来说，“它能否从台积电获得足够的增量供应，以超越其本已强劲的2021年同比37%的销售前景，同时坚定地说服投资者相信INTC股价上涨？”</blockquote></p><p></p><p> Of the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.</p><p><blockquote>在关注AMD的36名分析师中，21名给予买入或跑赢大盘评级，12名给予持有评级，3名给予卖出评级，平均目标价为100.50美元。</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>AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD收益：数据中心所有者是在“消化”还是只是不购买英特尔芯片？</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\">\nAMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD收益：数据中心所有者是在“消化”还是只是不购买英特尔芯片？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-27 08:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined</p><p><blockquote>在最大竞争对手的服务器销售额下降后，包括数据中心销售额在内的AMD部门的收入预计将增长近两倍</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615a522a230f802ea7b3c7554e6a350b\" tg-width=\"1259\" tg-height=\"709\"><span>AMD first launched the EPYC family of server chips in 2017. AMD</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD于2017年首次推出了EPYC系列服务器芯片。AMD</span></p></blockquote></p><p> Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.</p><p><blockquote>据英特尔公司报道，Advanced Micro Devices Inc.的收益将表明数据中心市场是否真正处于“消化”阶段。</blockquote></p><p> AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.</p><p><blockquote>AMD<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>定于周二收盘后公布第一季度收益。当英特尔<a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>这家市场份额领先者在上周公布的业绩中指出，由于其数据中心销售额同比下降20%，市场刚刚从“消化阶段”触底。</blockquote></p><p> Analysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel</p><p><blockquote>然而，分析师质疑这种“消化阶段”的描述，而是质疑AMD是否正在从英特尔手中夺走市场份额</blockquote></p><p> Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .</p><p><blockquote>华尔街平均预计AMD的企业、嵌入式和半定制销售额（其中包括数据中心和游戏机芯片）将达到13亿美元，几乎是该公司去年同期报告的3.48亿美元的三倍。</blockquote></p><p> This all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>这一切都发生在微芯片持续短缺的情况下，以满足全球行业的需求，制造芯片设计使用的硅片的公司正在努力清除长达数月的等待名单。</blockquote></p><p> AMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.</p><p><blockquote>AMD在上一份财报中表示，预计数据中心和游戏销售增长将持续到2021年。AMD预计将公布18.9亿美元的计算和图形销售额，比一年前相对温和地增长31%。</blockquote></p><p> In early April, shareholders from AMD and Xilinx Inc.&nbsp;approved a $35 billion wrap-up between the two companies. In March, the company announced a&nbsp;new gaming card.</p><p><blockquote>4月初，AMD和Xilinx Inc.的股东批准了两家公司之间350亿美元的合并。三月份，该公司宣布了一款新的游戏卡。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.</p><p><blockquote>盈利：在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为44美分，高于本季度初预期的每股35美分和去年同期报告的每股18美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益48美分的估计。</blockquote></p><p> Revenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.</p><p><blockquote>营收：早在1月份，AMD就预测第一季度销售额在31亿美元至33亿美元之间，而当时分析师平均预测营收为26.8亿美元。目前，31名分析师平均预计营收为31.8亿美元，高于去年同期的17.9亿美元。Estimize预计营收为32.5亿美元。</blockquote></p><p> Stock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&amp;P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.</p><p><blockquote>股票走势：第一季度，AMD股价下跌14.4%。相比之下，PHLX半导体指数上涨11.8%，标普500指数上涨5.8%，以科技股为主的纳斯达克综合指数上涨2.8%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为115美元，他表示，PC和图形处理部门的检查表明第一季度需求持续强劲。</blockquote></p><p> \"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"</p><p><blockquote>Rolland表示：“虽然许多人认为产能限制限制了上行空间，但我们相信AMD正在迅速成为[台积电公司(2330.TW)]首选的‘CPU’合作伙伴，因为英特尔的IDM 2.0战略似乎对代工厂的竞争力越来越强。”“因此，如果AMD收到足够多的晶圆来跟踪全年指导甚至更长时间，我们不会感到惊讶。”</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>刚刚恢复对AMD预期的分析师约瑟夫·摩尔(Joseph Moore)表示，他预计AMD的盈利将高于市场普遍预期，“全面需求强劲，以及基板和较小程度上晶圆造成的供应限制”。</blockquote></p><p> Moore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Sony Group Corp.'s gaming consoles.</p><p><blockquote>摩尔预计晶圆厂将继续优先考虑服务器和“发烧友桌面微处理器”等高利润产品，以及微软公司等“利润最低的战略和独家采购客户”<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>和索尼集团公司的游戏机。</blockquote></p><p> \"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.</p><p><blockquote>摩尔表示：“由于竞争对手也面临供应限制，整体定价应该是健康的。”分析师预计AMD 2021财年每股收益为2.04美元，2022财年每股收益为2.59美元，2023财年每股收益为2.90美元，而FactSet调查的分析师预计每股收益分别为1.95美元、2.51美元和3.23美元。</blockquote></p><p> B of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"</p><p><blockquote>B of A Securities分析师Vivek Arya的目标价为100美元，他在谈到更大的芯片市场时表示，“供应限制可能会限制第一季度的优异表现/第二季度的前景，但会将周期延长至2022年”</blockquote></p><p> For AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"</p><p><blockquote>对于AMD来说，“它能否从台积电获得足够的增量供应，以超越其本已强劲的2021年同比37%的销售前景，同时坚定地说服投资者相信INTC股价上涨？”</blockquote></p><p></p><p> Of the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.</p><p><blockquote>在关注AMD的36名分析师中，21名给予买入或跑赢大盘评级，12名给予持有评级，3名给予卖出评级，平均目标价为100.50美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?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":{},"source_url":"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130522345","content_text":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined\nAMD first launched the EPYC family of server chips in 2017. AMD\nAdvanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.\nAMD $(AMD)$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $(INTC)$ reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.\nAnalysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel\nWall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .\nThis all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.\nAMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.\nIn early April, shareholders from AMD and Xilinx Inc. approved a $35 billion wrap-up between the two companies. In March, the company announced a new gaming card.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.\nRevenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.\nStock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.\nWhat analysts are saying\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.\n\"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"\nMorgan Stanley analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"\nMoore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s $(MSFT)$ and Sony Group Corp.'s gaming consoles.\n\"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.\nB of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"\nFor AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"\nOf the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377504994,"gmtCreate":1619533561718,"gmtModify":1631886735271,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; Comment &amp; Follow ❤️","listText":"Like &amp; Comment &amp; Follow ❤️","text":"Like & Comment & Follow ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377504994","repostId":"1118284851","repostType":4,"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377505270,"gmtCreate":1619533542290,"gmtModify":1631886735282,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; Comment &amp; Follow ❤️","listText":"Like &amp; Comment &amp; Follow ❤️","text":"Like & Comment & Follow ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/377505270","repostId":"1155157199","repostType":4,"repost":{"id":"1155157199","kind":"news","pubTimestamp":1619494851,"share":"https://www.laohu8.com/m/news/1155157199?lang=zh_CN&edition=full","pubTime":"2021-04-27 11:40","market":"us","language":"en","title":"Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.<blockquote>微软市值接近2万亿美元。收益将于周二公布。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155157199","media":"Barrons","summary":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.J.P. Mo","content":"<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.</p><p><blockquote>华尔街预计微软将在周二收盘后公布三月份季度数据时公布强劲的财务业绩。</blockquote></p><p>The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.&nbsp; On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.</p><p><blockquote>分析师普遍预测营收为410亿美元，同比增长17%，每股利润为1.78美元。周一，微软股价创下262.44美元的盘中纪录，距离首次触及2万亿美元估值仅小幅上涨。要实现这一目标，该股需要上涨至264.55美元。</blockquote></p><p>The shares have gained 18% year to date.</p><p><blockquote>今年迄今为止，该股已上涨18%。</blockquote></p><p>Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system.&nbsp;</p><p><blockquote>分析师预计该公司的Azure和Office 365云业务将迎来另一个强劲的季度，并将寻找其企业运营加速增长的迹象。鉴于近期PC购买量大幅增长，Surface硬件（笔记本电脑和白板）的销售可能在本季度强劲，尽管组件短缺可能导致需求未得到满足。个人电脑市场的强劲也预示着Windows操作系统的销售。</blockquote></p><p>Microsoft breaks down its results into&nbsp;three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.</p><p><blockquote>微软将其业绩分为三个部分：生产力和业务流程，其中包括Office 365、Dynamics和LinkedIn；智能云，包括Azure和企业服务器软件；以及更多的个人计算，包括Windows、Xbox、Surface硬件和Bing。</blockquote></p><p>When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.</p><p><blockquote>当微软在1月底公布第二财季业绩时，首席财务官Amy Hood提供了每个部门的收入指引。对于生产力和业务流程，她预计收入为133.5亿至136亿美元。智能云的看涨期权是收入为147亿至149.5亿美元，而她预测更多个人计算的收入为123亿至127亿美元。如果每个部门的收入都处于预测范围的顶部，那么总收入将达到412.5亿美元。</blockquote></p><p>In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.</p><p><blockquote>在研究报告中，几位分析师引用了客户和经销商的积极评论来预测强劲的业绩。</blockquote></p><p>Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.</p><p><blockquote>上周，KeyBanc Capital的Michael Turits重申了对该股的跑赢大盘评级，同时将目标价从280美元上调至295美元。他表示，该公司可能会受益于强劲的IT需求和个人电脑出货量的持续强劲。</blockquote></p><p>“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”</p><p><blockquote>他写道：“我们继续看到微软不断扩大的Azure范围、广泛的企业应用程序创新和积极的捆绑在市场上取得了成功。”“我们采访的几乎所有北美微软分销商/经销商都报告微软渠道收入达到或高于计划。”</blockquote></p><p>J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.</p><p><blockquote>摩根大通分析师Mark Murphy对微软产品经销商进行了新的调查，对前景感到鼓舞。他表示，在企业需求改善的推动下，这些公司的微软商品季度销售额平均比预期高出3.3%。他报告了公司企业产品线的实力，包括Azure、Teams、Office 365和安全产品等领域的增长。Murphy对微软的评级为跑赢大盘，目标股价为245美元。</blockquote></p><p>Wedbush analyst Dan Ives&nbsp;forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.</p><p><blockquote>Wedbush分析师丹·艾夫斯(Dan Ives)预测，在Azure至少增长45%的推动下，这将是“又一个杰作季度”，他认为Azure正在从亚马逊网络服务(Amazon Web Services)手中夺取市场份额。他表示，当前的在家工作环境正在鼓励更多企业采取战略举措，转向基于云的运营，“微软全面展开，Azure增长依然强劲”。他维持跑赢大盘评级，目标股价为300美元。</blockquote></p><p>Citi analyst Tyler Radke&nbsp;last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”&nbsp;</p><p><blockquote>花旗分析师泰勒·拉德克(Tyler Radke)上周重申了对微软股票的买入评级，将目标价从292美元上调至302美元，并在业绩公布前对该股设定了“积极催化剂观察”。他写道，对经销商的调查和渠道检查的结合使他更有信心，微软可以推动所有三个主要业务部门的收入，消费者和企业对个人电脑的需求强劲，服务器软件的强劲升级活动，以及由于“企业消费持续强劲增长”，Azure持续走强。</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>Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.<blockquote>微软市值接近2万亿美元。收益将于周二公布。</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\">\nMicrosoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.<blockquote>微软市值接近2万亿美元。收益将于周二公布。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-27 11:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.</p><p><blockquote>华尔街预计微软将在周二收盘后公布三月份季度数据时公布强劲的财务业绩。</blockquote></p><p>The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.&nbsp; On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.</p><p><blockquote>分析师普遍预测营收为410亿美元，同比增长17%，每股利润为1.78美元。周一，微软股价创下262.44美元的盘中纪录，距离首次触及2万亿美元估值仅小幅上涨。要实现这一目标，该股需要上涨至264.55美元。</blockquote></p><p>The shares have gained 18% year to date.</p><p><blockquote>今年迄今为止，该股已上涨18%。</blockquote></p><p>Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system.&nbsp;</p><p><blockquote>分析师预计该公司的Azure和Office 365云业务将迎来另一个强劲的季度，并将寻找其企业运营加速增长的迹象。鉴于近期PC购买量大幅增长，Surface硬件（笔记本电脑和白板）的销售可能在本季度强劲，尽管组件短缺可能导致需求未得到满足。个人电脑市场的强劲也预示着Windows操作系统的销售。</blockquote></p><p>Microsoft breaks down its results into&nbsp;three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.</p><p><blockquote>微软将其业绩分为三个部分：生产力和业务流程，其中包括Office 365、Dynamics和LinkedIn；智能云，包括Azure和企业服务器软件；以及更多的个人计算，包括Windows、Xbox、Surface硬件和Bing。</blockquote></p><p>When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.</p><p><blockquote>当微软在1月底公布第二财季业绩时，首席财务官Amy Hood提供了每个部门的收入指引。对于生产力和业务流程，她预计收入为133.5亿至136亿美元。智能云的看涨期权是收入为147亿至149.5亿美元，而她预测更多个人计算的收入为123亿至127亿美元。如果每个部门的收入都处于预测范围的顶部，那么总收入将达到412.5亿美元。</blockquote></p><p>In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.</p><p><blockquote>在研究报告中，几位分析师引用了客户和经销商的积极评论来预测强劲的业绩。</blockquote></p><p>Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.</p><p><blockquote>上周，KeyBanc Capital的Michael Turits重申了对该股的跑赢大盘评级，同时将目标价从280美元上调至295美元。他表示，该公司可能会受益于强劲的IT需求和个人电脑出货量的持续强劲。</blockquote></p><p>“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”</p><p><blockquote>他写道：“我们继续看到微软不断扩大的Azure范围、广泛的企业应用程序创新和积极的捆绑在市场上取得了成功。”“我们采访的几乎所有北美微软分销商/经销商都报告微软渠道收入达到或高于计划。”</blockquote></p><p>J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.</p><p><blockquote>摩根大通分析师Mark Murphy对微软产品经销商进行了新的调查，对前景感到鼓舞。他表示，在企业需求改善的推动下，这些公司的微软商品季度销售额平均比预期高出3.3%。他报告了公司企业产品线的实力，包括Azure、Teams、Office 365和安全产品等领域的增长。Murphy对微软的评级为跑赢大盘，目标股价为245美元。</blockquote></p><p>Wedbush analyst Dan Ives&nbsp;forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.</p><p><blockquote>Wedbush分析师丹·艾夫斯(Dan Ives)预测，在Azure至少增长45%的推动下，这将是“又一个杰作季度”，他认为Azure正在从亚马逊网络服务(Amazon Web Services)手中夺取市场份额。他表示，当前的在家工作环境正在鼓励更多企业采取战略举措，转向基于云的运营，“微软全面展开，Azure增长依然强劲”。他维持跑赢大盘评级，目标股价为300美元。</blockquote></p><p>Citi analyst Tyler Radke&nbsp;last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”&nbsp;</p><p><blockquote>花旗分析师泰勒·拉德克(Tyler Radke)上周重申了对微软股票的买入评级，将目标价从292美元上调至302美元，并在业绩公布前对该股设定了“积极催化剂观察”。他写道，对经销商的调查和渠道检查的结合使他更有信心，微软可以推动所有三个主要业务部门的收入，消费者和企业对个人电脑的需求强劲，服务器软件的强劲升级活动，以及由于“企业消费持续强劲增长”，Azure持续走强。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1\">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":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155157199","content_text":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.The shares have gained 18% year to date.Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system. Microsoft breaks down its results into three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.Wedbush analyst Dan Ives forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.Citi analyst Tyler Radke last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374290373,"gmtCreate":1619447006392,"gmtModify":1631890574310,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; Comment ❤️","listText":"Like &amp; Comment ❤️","text":"Like & Comment ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/374290373","repostId":"1125777657","repostType":4,"repost":{"id":"1125777657","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":1619445274,"share":"https://www.laohu8.com/m/news/1125777657?lang=zh_CN&edition=full","pubTime":"2021-04-26 21:54","market":"us","language":"en","title":"Meituan ADR fell by 6.84%<blockquote>美团-W ADR下跌6.84%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125777657","media":"Tiger Newspress","summary":"Meituan ADR fell by 6.84%. Today, the State Administration of Market Supervision filed an investigat","content":"<p>Meituan&nbsp;ADR fell by 6.84%. Today, the State Administration of Market Supervision filed an investigation into Meituan’s \"choice of two\" and other suspected monopolistic behaviors in accordance with the report.</p><p><blockquote>美团-W ADR下跌6.84%。今日，国家市场监管总局根据举报对美团-W“二选一”等涉嫌垄断行为立案调查。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/30036bb510caca429649b75e1910b891\" tg-width=\"1302\" tg-height=\"833\"></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>Meituan ADR fell by 6.84%<blockquote>美团-W ADR下跌6.84%</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\">\nMeituan ADR fell by 6.84%<blockquote>美团-W ADR下跌6.84%</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\">2021-04-26 21:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Meituan&nbsp;ADR fell by 6.84%. Today, the State Administration of Market Supervision filed an investigation into Meituan’s \"choice of two\" and other suspected monopolistic behaviors in accordance with the report.</p><p><blockquote>美团-W ADR下跌6.84%。今日，国家市场监管总局根据举报对美团-W“二选一”等涉嫌垄断行为立案调查。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/30036bb510caca429649b75e1910b891\" tg-width=\"1302\" tg-height=\"833\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MPNGY":"美团ADR"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125777657","content_text":"Meituan ADR fell by 6.84%. Today, the State Administration of Market Supervision filed an investigation into Meituan’s \"choice of two\" and other suspected monopolistic behaviors in accordance with the report.","news_type":1,"symbols_score_info":{"MPNGY":0.9}},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374205934,"gmtCreate":1619446878028,"gmtModify":1631890574317,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; Comment ❤️","listText":"Like &amp; Comment ❤️","text":"Like & Comment ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/374205934","repostId":"1143873248","repostType":4,"repost":{"id":"1143873248","kind":"news","pubTimestamp":1619446533,"share":"https://www.laohu8.com/m/news/1143873248?lang=zh_CN&edition=full","pubTime":"2021-04-26 22:15","market":"us","language":"en","title":"Cathie Wood's Bloated ARK Forges Forward<blockquote>凯西·伍德臃肿的方舟向前迈进</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143873248","media":"ZeroHedge","summary":"We've been documenting Cathie Wood's adventures in active management over at ARK Invest for the bett","content":"<p>We've been documenting Cathie Wood's adventures in active management over at ARK Invest for the better part of the last year and a half now.</p><p><blockquote>在过去一年半的大部分时间里，我们一直在记录Cathie Wood在ARK Invest主动管理方面的冒险经历。</blockquote></p><p> Whatstartedas a look into how the law of large numbers and Wood's popularity presented numerous pitfalls back in December 2020 has now become something of a financial world soap opera, with many observers watching ARK funds extremely closely as the NASDAQ teeters on the brink of a fever pitch and Tesla hits a patch of rocky road in China.</p><p><blockquote>早在2020年12月，对大数定律和伍德的受欢迎程度如何带来众多陷阱的研究现在已经成为金融界的肥皂剧，随着纳斯达克在中国摇摇欲坠，许多观察家都在极其密切地关注方舟基金。狂热和特斯拉在中国遇到了一条崎岖的道路。</blockquote></p><p> Most recently, we've written about Wood for several reasons: the first is that shewas backed by Bill Hwang, who was at the helm of the massive Archegos Capital blowup that singlehandedly pasted numerous equities to the tune of more than 50% each, while also doling out a multi-billion dollar loss to Credit Suisse and other counterparties caught \"holding the hot potato\". The link drew obvious comparisons, although we're certain Wood isn't employing the insane leverage that catalyzed Hwang's blowup.</p><p><blockquote>最近，我们写了关于伍德的文章，原因有几个：第一个是她得到了比尔·黄(Bill Hwang)的支持，比尔·黄(Bill Hwang)是Archegos Capital大规模爆炸的掌舵人，单枪匹马将大量股票粘贴到每只股票的50%以上，同时还向瑞士信贷和其他被发现“拿着烫手山芋”的交易对手造成了数十亿美元的损失。这种联系引起了明显的比较，尽管我们确信伍德没有使用催化黄的疯狂杠杆。</blockquote></p><p> The second isbecause the launchof her newest actively managed&nbsp;\"Space Exploration ETF\" has included some curious names. For example, it owns names like John Deere, which many find curious, while excluding space exploration pure plays like Maxar.</p><p><blockquote>第二个是因为她最新的主动管理的“太空探索ETF”的推出包含了一些奇怪的名字。例如，它拥有像约翰·Deere这样的名字，这让许多人感到好奇，同时排除了像Maxar这样的太空探索纯游戏。</blockquote></p><p> But something else is going on that has piqued our curiosity as of late. Wood's actively managed style seems to be drifting further away from risk-adverse and closer to just \"risk\". Sure, we have pointed out in the past Wood's propensity to sell large, liquid tech names like Microsoft in favor of buying speculative early stage names like Workhorse and Vuzix.</p><p><blockquote>但是最近发生的其他事情激起了我们的好奇心。伍德的积极管理风格似乎越来越远离风险厌恶，越来越接近“风险”。当然，我们过去曾指出伍德倾向于出售微软等大型流动性科技公司，转而购买Workhorse和Vuzix等投机性早期公司。</blockquote></p><p> And now people are also pointing out that ARK's funds have been taking sizeable stakes in&nbsp;<i>other</i>ARK funds. ARK's Space Exploration ETF now owns 7.2% of ARK's 3D printing ETF, for example.</p><p><blockquote>现在人们还指出，方舟的基金一直在持有大量股份<i>其他的</i>方舟基金。例如，ARK的太空探索ETF现在拥有ARK 3D打印ETF 7.2%的股份。</blockquote></p><p> Additionally, Wood has alsoalready amasseda several hundred million dollar position in the newly listed Coinbase IPO, which is down almost 20% from its $350 reference price when it listed. Despite your take on crypto, it's tough to deny that piling into a sizeable equity position based mostly on super-volatile cryptocurrencies is a risk adverse strategy.</p><p><blockquote>此外，伍德还在新上市的Coinbase IPO中积累了数亿美元的头寸，较上市时350美元的参考价下跌了近20%。尽管您对加密货币有看法，但很难否认，大量持有主要基于超级波动性加密货币的大量股票头寸是一种风险厌恶策略。</blockquote></p><p> And this has caused many on FinTwit to think about the feedback loop that is slowly determining whether or not ARK funds see success. This diagram appeared over the weekend, and shows exactly how - should inflows into ARK funds slow or reverse - their intrinsic value could collapse.</p><p><blockquote>这让FinTwit上的许多人开始思考慢慢决定ARK基金是否成功的反馈循环。这张图表出现在周末，准确地显示了如果流入ARK基金的资金放缓或逆转，它们的内在价值可能会如何崩溃。</blockquote></p><p> Not unlike the Allied Capitals of the world, ARK looks more and more like a BDC marking its own book up as the cycle continues to feed off itself. The further along the cycle gets, the easier it becomes for a pin to prick the entire bubble.</p><p><blockquote>与世界上的盟国首都没有什么不同，随着循环继续自我驱动，ARK看起来越来越像一个在自己的账簿上标记的BDC。周期越长，大头针就越容易刺破整个泡沫。</blockquote></p><p> The question then turns to how much further ARK wants to \"push it\" and - not unlike the overall market which is seeing record levels of margin debt......how big the bloodbath could wind up being if the stock market decides to buck the Fed and simply decide \"enough is enough\", before puking up all of the malinvestment that has taken place over the last decade.</p><p><blockquote>接下来的问题变成了ARK想要“推动”多少，这与保证金债务创纪录水平的整体市场没有什么不同.......如果股市决定与美联储作对，简单地决定“适可而止”，然后再吐出过去十年发生的所有不当投资，这场大屠杀会有多大。</blockquote></p><p> But for now - maybe for one more day, one more week, or maybe even another month, Cathie Wood's ARK forges forward.</p><p><blockquote>但是现在——也许再过一天，再过一周，甚至再过一个月，凯西·伍德的方舟向前迈进了。</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>Cathie Wood's Bloated ARK Forges Forward<blockquote>凯西·伍德臃肿的方舟向前迈进</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; 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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\">\nCathie Wood's Bloated ARK Forges Forward<blockquote>凯西·伍德臃肿的方舟向前迈进</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">ZeroHedge</strong><span class=\"h-time small\">2021-04-26 22:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>We've been documenting Cathie Wood's adventures in active management over at ARK Invest for the better part of the last year and a half now.</p><p><blockquote>在过去一年半的大部分时间里，我们一直在记录Cathie Wood在ARK Invest主动管理方面的冒险经历。</blockquote></p><p> Whatstartedas a look into how the law of large numbers and Wood's popularity presented numerous pitfalls back in December 2020 has now become something of a financial world soap opera, with many observers watching ARK funds extremely closely as the NASDAQ teeters on the brink of a fever pitch and Tesla hits a patch of rocky road in China.</p><p><blockquote>早在2020年12月，对大数定律和伍德的受欢迎程度如何带来众多陷阱的研究现在已经成为金融界的肥皂剧，随着纳斯达克在中国摇摇欲坠，许多观察家都在极其密切地关注方舟基金。狂热和特斯拉在中国遇到了一条崎岖的道路。</blockquote></p><p> Most recently, we've written about Wood for several reasons: the first is that shewas backed by Bill Hwang, who was at the helm of the massive Archegos Capital blowup that singlehandedly pasted numerous equities to the tune of more than 50% each, while also doling out a multi-billion dollar loss to Credit Suisse and other counterparties caught \"holding the hot potato\". The link drew obvious comparisons, although we're certain Wood isn't employing the insane leverage that catalyzed Hwang's blowup.</p><p><blockquote>最近，我们写了关于伍德的文章，原因有几个：第一个是她得到了比尔·黄(Bill Hwang)的支持，比尔·黄(Bill Hwang)是Archegos Capital大规模爆炸的掌舵人，单枪匹马将大量股票粘贴到每只股票的50%以上，同时还向瑞士信贷和其他被发现“拿着烫手山芋”的交易对手造成了数十亿美元的损失。这种联系引起了明显的比较，尽管我们确信伍德没有使用催化黄的疯狂杠杆。</blockquote></p><p> The second isbecause the launchof her newest actively managed&nbsp;\"Space Exploration ETF\" has included some curious names. For example, it owns names like John Deere, which many find curious, while excluding space exploration pure plays like Maxar.</p><p><blockquote>第二个是因为她最新的主动管理的“太空探索ETF”的推出包含了一些奇怪的名字。例如，它拥有像约翰·Deere这样的名字，这让许多人感到好奇，同时排除了像Maxar这样的太空探索纯游戏。</blockquote></p><p> But something else is going on that has piqued our curiosity as of late. Wood's actively managed style seems to be drifting further away from risk-adverse and closer to just \"risk\". Sure, we have pointed out in the past Wood's propensity to sell large, liquid tech names like Microsoft in favor of buying speculative early stage names like Workhorse and Vuzix.</p><p><blockquote>但是最近发生的其他事情激起了我们的好奇心。伍德的积极管理风格似乎越来越远离风险厌恶，越来越接近“风险”。当然，我们过去曾指出伍德倾向于出售微软等大型流动性科技公司，转而购买Workhorse和Vuzix等投机性早期公司。</blockquote></p><p> And now people are also pointing out that ARK's funds have been taking sizeable stakes in&nbsp;<i>other</i>ARK funds. ARK's Space Exploration ETF now owns 7.2% of ARK's 3D printing ETF, for example.</p><p><blockquote>现在人们还指出，方舟的基金一直在持有大量股份<i>其他的</i>方舟基金。例如，ARK的太空探索ETF现在拥有ARK 3D打印ETF 7.2%的股份。</blockquote></p><p> Additionally, Wood has alsoalready amasseda several hundred million dollar position in the newly listed Coinbase IPO, which is down almost 20% from its $350 reference price when it listed. Despite your take on crypto, it's tough to deny that piling into a sizeable equity position based mostly on super-volatile cryptocurrencies is a risk adverse strategy.</p><p><blockquote>此外，伍德还在新上市的Coinbase IPO中积累了数亿美元的头寸，较上市时350美元的参考价下跌了近20%。尽管您对加密货币有看法，但很难否认，大量持有主要基于超级波动性加密货币的大量股票头寸是一种风险厌恶策略。</blockquote></p><p> And this has caused many on FinTwit to think about the feedback loop that is slowly determining whether or not ARK funds see success. This diagram appeared over the weekend, and shows exactly how - should inflows into ARK funds slow or reverse - their intrinsic value could collapse.</p><p><blockquote>这让FinTwit上的许多人开始思考慢慢决定ARK基金是否成功的反馈循环。这张图表出现在周末，准确地显示了如果流入ARK基金的资金放缓或逆转，它们的内在价值可能会如何崩溃。</blockquote></p><p> Not unlike the Allied Capitals of the world, ARK looks more and more like a BDC marking its own book up as the cycle continues to feed off itself. The further along the cycle gets, the easier it becomes for a pin to prick the entire bubble.</p><p><blockquote>与世界上的盟国首都没有什么不同，随着循环继续自我驱动，ARK看起来越来越像一个在自己的账簿上标记的BDC。周期越长，大头针就越容易刺破整个泡沫。</blockquote></p><p> The question then turns to how much further ARK wants to \"push it\" and - not unlike the overall market which is seeing record levels of margin debt......how big the bloodbath could wind up being if the stock market decides to buck the Fed and simply decide \"enough is enough\", before puking up all of the malinvestment that has taken place over the last decade.</p><p><blockquote>接下来的问题变成了ARK想要“推动”多少，这与保证金债务创纪录水平的整体市场没有什么不同.......如果股市决定与美联储作对，简单地决定“适可而止”，然后再吐出过去十年发生的所有不当投资，这场大屠杀会有多大。</blockquote></p><p> But for now - maybe for one more day, one more week, or maybe even another month, Cathie Wood's ARK forges forward.</p><p><blockquote>但是现在——也许再过一天，再过一周，甚至再过一个月，凯西·伍德的方舟向前迈进了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/cathie-woods-bloated-ark-forges-forward\">ZeroHedge</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.zerohedge.com/markets/cathie-woods-bloated-ark-forges-forward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143873248","content_text":"We've been documenting Cathie Wood's adventures in active management over at ARK Invest for the better part of the last year and a half now.\nWhatstartedas a look into how the law of large numbers and Wood's popularity presented numerous pitfalls back in December 2020 has now become something of a financial world soap opera, with many observers watching ARK funds extremely closely as the NASDAQ teeters on the brink of a fever pitch and Tesla hits a patch of rocky road in China.\nMost recently, we've written about Wood for several reasons: the first is that shewas backed by Bill Hwang, who was at the helm of the massive Archegos Capital blowup that singlehandedly pasted numerous equities to the tune of more than 50% each, while also doling out a multi-billion dollar loss to Credit Suisse and other counterparties caught \"holding the hot potato\". The link drew obvious comparisons, although we're certain Wood isn't employing the insane leverage that catalyzed Hwang's blowup.\nThe second isbecause the launchof her newest actively managed \"Space Exploration ETF\" has included some curious names. For example, it owns names like John Deere, which many find curious, while excluding space exploration pure plays like Maxar.\nBut something else is going on that has piqued our curiosity as of late. Wood's actively managed style seems to be drifting further away from risk-adverse and closer to just \"risk\". Sure, we have pointed out in the past Wood's propensity to sell large, liquid tech names like Microsoft in favor of buying speculative early stage names like Workhorse and Vuzix.\nAnd now people are also pointing out that ARK's funds have been taking sizeable stakes in otherARK funds. ARK's Space Exploration ETF now owns 7.2% of ARK's 3D printing ETF, for example.\nAdditionally, Wood has alsoalready amasseda several hundred million dollar position in the newly listed Coinbase IPO, which is down almost 20% from its $350 reference price when it listed. Despite your take on crypto, it's tough to deny that piling into a sizeable equity position based mostly on super-volatile cryptocurrencies is a risk adverse strategy.\nAnd this has caused many on FinTwit to think about the feedback loop that is slowly determining whether or not ARK funds see success. This diagram appeared over the weekend, and shows exactly how - should inflows into ARK funds slow or reverse - their intrinsic value could collapse.\nNot unlike the Allied Capitals of the world, ARK looks more and more like a BDC marking its own book up as the cycle continues to feed off itself. The further along the cycle gets, the easier it becomes for a pin to prick the entire bubble.\nThe question then turns to how much further ARK wants to \"push it\" and - not unlike the overall market which is seeing record levels of margin debt......how big the bloodbath could wind up being if the stock market decides to buck the Fed and simply decide \"enough is enough\", before puking up all of the malinvestment that has taken place over the last decade.\nBut for now - maybe for one more day, one more week, or maybe even another month, Cathie Wood's ARK forges forward.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374202886,"gmtCreate":1619446847845,"gmtModify":1631890574327,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; Comment ❤️","listText":"Like &amp; Comment ❤️","text":"Like & Comment ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/374202886","repostId":"2130364766","repostType":4,"repost":{"id":"2130364766","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619318325,"share":"https://www.laohu8.com/m/news/2130364766?lang=zh_CN&edition=full","pubTime":"2021-04-25 10:38","market":"us","language":"en","title":"What to Expect From Tesla's Q1 Earnings Report On Monday<blockquote>特斯拉周一发布的第一季度收益报告有何期待</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2130364766","media":"Benzinga","summary":"EV giant Tesla, Inc.  is scheduled to release its first-quarter results Monday, after the market close.Key Q1 Metrics to Watch For:  Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.Focus On Regulatory Credits, Automotive Margins:  The focus is likely to be on regulatory credits, which accounted for 4","content":"<p><img src=\"https://static.tigerbbs.com/fe458ac1cf82668bd4bf27fbaa6506e5\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>EV giant <b>Tesla, Inc. </b>(NASDAQ: TSLA) is scheduled to release its first-quarter results Monday, after the market close.</p><p><blockquote>电动汽车巨头<b>特斯拉公司。</b>（纳斯达克：TSLA）定于周一收盘后发布第一季度业绩。</blockquote></p><p><b>Key Q1 Metrics to Watch For: </b> Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.</p><p><blockquote><b>第一季度值得关注的关键指标：</b>特斯拉预计2021年第一季度非GAAP每股收益(EPS)为79美分，较去年同期的23美分大幅上升。</blockquote></p><p>The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.</p><p><blockquote>该季度的普遍收入预测为102.9亿美元，同比增长72%。</blockquote></p><p>In the fourth quarter, Tesla had earned 80 cents per share on a non-GAAP basis on revenues of $10.74 billion.</p><p><blockquote>第四季度，特斯拉按非公认会计准则计算每股收益80美分，营收为107.4亿美元。</blockquote></p><p>Tesla revealed in early April it delivered a record 184,800 vehicles in the first quarter, comprising 182,780 Model 3/Y vehicles and 2,020 Model S/X vehicles. This represents a 109% year-over-year increase and 2.2% sequential growth. Quarterly production was at 180,338.</p><p><blockquote>特斯拉4月初透露，第一季度交付了创纪录的184,800辆汽车，其中包括182,780辆Model 3/Y汽车和2,020辆Model S/X汽车。这意味着同比增长109%，环比增长2.2%。季度产量为180,338辆。</blockquote></p><p><b>Focus On Regulatory Credits, Automotive Margins: </b> The focus is likely to be on regulatory credits, which accounted for 4.3% of its revenues in the fourth quarter of 2020. Zero-emission vehicle regulations adopted by several states allow EV manufacturers to&nbsp;earn regulatory credits, which can be monetized by selling to legacy automakers, who are not able to achieve the minimum target set for the proportion of green energy vehicles sold.</p><p><blockquote><b>关注监管信贷、汽车利润率：</b>重点可能是监管信贷，该信贷占其2020年第四季度收入的4.3%。多个州采用的零排放汽车法规允许电动汽车制造商获得监管积分，这些积分可以通过向无法实现绿色能源汽车销售比例最低目标的传统汽车制造商销售来货币化。</blockquote></p><p>Automotive gross margin slipped to 24.1% in the fourth quarter of 2020 from 27.7% in the previous quarter. It's likely the company could see a further moderation in margins, as production of the higher priced Model S/X vehicles was stalled in the quarter to allow for model refreshes.</p><p><blockquote>汽车毛利率从上一季度的27.7%下滑至2020年第四季度的24.1%。由于价格较高的Model S/X车辆的生产在本季度暂停以进行车型更新，该公司的利润率可能会进一步放缓。</blockquote></p><p><b>View more earnings on TSLA</b></p><p><blockquote><b>查看TSLA的更多收益</b></blockquote></p><p>With competitive pressure intensifying, Tesla could aggressively slash vehicles prices in order to achieve volume production targets, long-time Tesla bear Gordon Johnson said in a note previewing the quarterly results.</p><p><blockquote>长期看空特斯拉的Gordon Johnson在一份预览季度业绩的报告中表示，随着竞争压力的加剧，特斯拉可能会大幅削减汽车价格，以实现量产目标。</blockquote></p><p>Tesla investors may also be keen to find out more about the company's Bitcoin investment strategy and its decision to allow the use of Bitcoin for vehicle purchases.</p><p><blockquote>特斯拉投资者可能还热衷于了解更多有关该公司比特币投资战略及其允许使用比特币购买车辆的决定。</blockquote></p><p><b>Forward Outlook:</b> Tesla is well positioned to capitalize on the opportunity presented by the exponential growth that is anticipated for green energy vehicles.<b> </b>Its&nbsp;Giga Shanghai factory is now churning out both Model S and Model Y vehicles, and more capacity is expected to come on line with the opening of factories in Berlin and Texas.</p><p><blockquote><b>前瞻：</b>特斯拉处于有利地位，可以利用绿色能源汽车预期的指数增长所带来的机遇。<b></b>其上海超级工厂目前正在生产Model S和Model Y汽车，随着柏林和德克萨斯州工厂的开业，预计产能将增加。</blockquote></p><p>Tesla's CFO Zach Kirkhorn said on the earnings call that the company is shooting for a 50% compounded annual growth rate in volume sales&nbsp;and expects to materially exceed the target in 2021.</p><p><blockquote>特斯拉首席财务官扎克·柯克霍恩(Zach Kirkhorn)在财报看涨期权上表示，该公司的目标是销量复合年增长率达到50%，预计2021年将大幅超过目标。</blockquote></p><p><b>Stock Take: </b> Tesla's shares, which were flying high until early February, joined the tech sell-off that ensued. From a split-adjusted high of $900.40 on Jan. 25, the stock fell to $539.49 on March 5, a peak-to-trough decline of 40%.</p><p><blockquote><b>盘点：</b>特斯拉的股价在二月初之前一直在飙升，随后加入了科技股的抛售。该股从1月25日拆分调整后的高点900.40美元跌至3月5日的539.49美元，峰谷跌幅为40%。</blockquote></p><p>Although the stock has made good some of the losses since then, it is yet to break above $800 level.</p><p><blockquote>尽管该股此后已经弥补了部分损失，但尚未突破800美元水平。</blockquote></p><p>Tesla holds a several-year lead and is now expanding aggressively into storage, and therefore a premium valuation for its shares is justified, CANACCORD Genuity analyst Jed Dorsheimer said in a recent note. The firm has a $1,071 price target for the stock.</p><p><blockquote>CANACCORD Genuity分析师杰德·多斯海默(Jed Dorsheimer)在最近的一份报告中表示，特斯拉保持了数年的领先地位，目前正在积极向存储领域扩张，因此其股票的溢价估值是合理的。该公司对该股的目标价为1,071美元。</blockquote></p><p>Friday, Tesla's shares ended 1.35% higher at $729.40.</p><p><blockquote>周五，特斯拉股价收盘上涨1.35%，至729.40美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Expect From Tesla's Q1 Earnings Report On Monday<blockquote>特斯拉周一发布的第一季度收益报告有何期待</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\">\nWhat to Expect From Tesla's Q1 Earnings Report On Monday<blockquote>特斯拉周一发布的第一季度收益报告有何期待</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-25 10:38</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/fe458ac1cf82668bd4bf27fbaa6506e5\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>EV giant <b>Tesla, Inc. </b>(NASDAQ: TSLA) is scheduled to release its first-quarter results Monday, after the market close.</p><p><blockquote>电动汽车巨头<b>特斯拉公司。</b>（纳斯达克：TSLA）定于周一收盘后发布第一季度业绩。</blockquote></p><p><b>Key Q1 Metrics to Watch For: </b> Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.</p><p><blockquote><b>第一季度值得关注的关键指标：</b>特斯拉预计2021年第一季度非GAAP每股收益(EPS)为79美分，较去年同期的23美分大幅上升。</blockquote></p><p>The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.</p><p><blockquote>该季度的普遍收入预测为102.9亿美元，同比增长72%。</blockquote></p><p>In the fourth quarter, Tesla had earned 80 cents per share on a non-GAAP basis on revenues of $10.74 billion.</p><p><blockquote>第四季度，特斯拉按非公认会计准则计算每股收益80美分，营收为107.4亿美元。</blockquote></p><p>Tesla revealed in early April it delivered a record 184,800 vehicles in the first quarter, comprising 182,780 Model 3/Y vehicles and 2,020 Model S/X vehicles. This represents a 109% year-over-year increase and 2.2% sequential growth. Quarterly production was at 180,338.</p><p><blockquote>特斯拉4月初透露，第一季度交付了创纪录的184,800辆汽车，其中包括182,780辆Model 3/Y汽车和2,020辆Model S/X汽车。这意味着同比增长109%，环比增长2.2%。季度产量为180,338辆。</blockquote></p><p><b>Focus On Regulatory Credits, Automotive Margins: </b> The focus is likely to be on regulatory credits, which accounted for 4.3% of its revenues in the fourth quarter of 2020. Zero-emission vehicle regulations adopted by several states allow EV manufacturers to&nbsp;earn regulatory credits, which can be monetized by selling to legacy automakers, who are not able to achieve the minimum target set for the proportion of green energy vehicles sold.</p><p><blockquote><b>关注监管信贷、汽车利润率：</b>重点可能是监管信贷，该信贷占其2020年第四季度收入的4.3%。多个州采用的零排放汽车法规允许电动汽车制造商获得监管积分，这些积分可以通过向无法实现绿色能源汽车销售比例最低目标的传统汽车制造商销售来货币化。</blockquote></p><p>Automotive gross margin slipped to 24.1% in the fourth quarter of 2020 from 27.7% in the previous quarter. It's likely the company could see a further moderation in margins, as production of the higher priced Model S/X vehicles was stalled in the quarter to allow for model refreshes.</p><p><blockquote>汽车毛利率从上一季度的27.7%下滑至2020年第四季度的24.1%。由于价格较高的Model S/X车辆的生产在本季度暂停以进行车型更新，该公司的利润率可能会进一步放缓。</blockquote></p><p><b>View more earnings on TSLA</b></p><p><blockquote><b>查看TSLA的更多收益</b></blockquote></p><p>With competitive pressure intensifying, Tesla could aggressively slash vehicles prices in order to achieve volume production targets, long-time Tesla bear Gordon Johnson said in a note previewing the quarterly results.</p><p><blockquote>长期看空特斯拉的Gordon Johnson在一份预览季度业绩的报告中表示，随着竞争压力的加剧，特斯拉可能会大幅削减汽车价格，以实现量产目标。</blockquote></p><p>Tesla investors may also be keen to find out more about the company's Bitcoin investment strategy and its decision to allow the use of Bitcoin for vehicle purchases.</p><p><blockquote>特斯拉投资者可能还热衷于了解更多有关该公司比特币投资战略及其允许使用比特币购买车辆的决定。</blockquote></p><p><b>Forward Outlook:</b> Tesla is well positioned to capitalize on the opportunity presented by the exponential growth that is anticipated for green energy vehicles.<b> </b>Its&nbsp;Giga Shanghai factory is now churning out both Model S and Model Y vehicles, and more capacity is expected to come on line with the opening of factories in Berlin and Texas.</p><p><blockquote><b>前瞻：</b>特斯拉处于有利地位，可以利用绿色能源汽车预期的指数增长所带来的机遇。<b></b>其上海超级工厂目前正在生产Model S和Model Y汽车，随着柏林和德克萨斯州工厂的开业，预计产能将增加。</blockquote></p><p>Tesla's CFO Zach Kirkhorn said on the earnings call that the company is shooting for a 50% compounded annual growth rate in volume sales&nbsp;and expects to materially exceed the target in 2021.</p><p><blockquote>特斯拉首席财务官扎克·柯克霍恩(Zach Kirkhorn)在财报看涨期权上表示，该公司的目标是销量复合年增长率达到50%，预计2021年将大幅超过目标。</blockquote></p><p><b>Stock Take: </b> Tesla's shares, which were flying high until early February, joined the tech sell-off that ensued. From a split-adjusted high of $900.40 on Jan. 25, the stock fell to $539.49 on March 5, a peak-to-trough decline of 40%.</p><p><blockquote><b>盘点：</b>特斯拉的股价在二月初之前一直在飙升，随后加入了科技股的抛售。该股从1月25日拆分调整后的高点900.40美元跌至3月5日的539.49美元，峰谷跌幅为40%。</blockquote></p><p>Although the stock has made good some of the losses since then, it is yet to break above $800 level.</p><p><blockquote>尽管该股此后已经弥补了部分损失，但尚未突破800美元水平。</blockquote></p><p>Tesla holds a several-year lead and is now expanding aggressively into storage, and therefore a premium valuation for its shares is justified, CANACCORD Genuity analyst Jed Dorsheimer said in a recent note. The firm has a $1,071 price target for the stock.</p><p><blockquote>CANACCORD Genuity分析师杰德·多斯海默(Jed Dorsheimer)在最近的一份报告中表示，特斯拉保持了数年的领先地位，目前正在积极向存储领域扩张，因此其股票的溢价估值是合理的。该公司对该股的目标价为1,071美元。</blockquote></p><p>Friday, Tesla's shares ended 1.35% higher at $729.40.</p><p><blockquote>周五，特斯拉股价收盘上涨1.35%，至729.40美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130364766","content_text":"EV giant Tesla, Inc. (NASDAQ: TSLA) is scheduled to release its first-quarter results Monday, after the market close.Key Q1 Metrics to Watch For:  Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.In the fourth quarter, Tesla had earned 80 cents per share on a non-GAAP basis on revenues of $10.74 billion.Tesla revealed in early April it delivered a record 184,800 vehicles in the first quarter, comprising 182,780 Model 3/Y vehicles and 2,020 Model S/X vehicles. This represents a 109% year-over-year increase and 2.2% sequential growth. Quarterly production was at 180,338.Focus On Regulatory Credits, Automotive Margins:  The focus is likely to be on regulatory credits, which accounted for 4.3% of its revenues in the fourth quarter of 2020. Zero-emission vehicle regulations adopted by several states allow EV manufacturers to earn regulatory credits, which can be monetized by selling to legacy automakers, who are not able to achieve the minimum target set for the proportion of green energy vehicles sold.Automotive gross margin slipped to 24.1% in the fourth quarter of 2020 from 27.7% in the previous quarter. It's likely the company could see a further moderation in margins, as production of the higher priced Model S/X vehicles was stalled in the quarter to allow for model refreshes.View more earnings on TSLAWith competitive pressure intensifying, Tesla could aggressively slash vehicles prices in order to achieve volume production targets, long-time Tesla bear Gordon Johnson said in a note previewing the quarterly results.Tesla investors may also be keen to find out more about the company's Bitcoin investment strategy and its decision to allow the use of Bitcoin for vehicle purchases.Forward Outlook: Tesla is well positioned to capitalize on the opportunity presented by the exponential growth that is anticipated for green energy vehicles. Its Giga Shanghai factory is now churning out both Model S and Model Y vehicles, and more capacity is expected to come on line with the opening of factories in Berlin and Texas.Tesla's CFO Zach Kirkhorn said on the earnings call that the company is shooting for a 50% compounded annual growth rate in volume sales and expects to materially exceed the target in 2021.Stock Take:  Tesla's shares, which were flying high until early February, joined the tech sell-off that ensued. From a split-adjusted high of $900.40 on Jan. 25, the stock fell to $539.49 on March 5, a peak-to-trough decline of 40%.Although the stock has made good some of the losses since then, it is yet to break above $800 level.Tesla holds a several-year lead and is now expanding aggressively into storage, and therefore a premium valuation for its shares is justified, CANACCORD Genuity analyst Jed Dorsheimer said in a recent note. The firm has a $1,071 price target for the stock.Friday, Tesla's shares ended 1.35% higher at $729.40.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374202398,"gmtCreate":1619446821714,"gmtModify":1631890574337,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580556535816603","authorIdStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; Comment ❤️","listText":"Like &amp; Comment ❤️","text":"Like & Comment ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374202398","repostId":"1184404050","repostType":4,"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":377507172,"gmtCreate":1619533653296,"gmtModify":1631886735249,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; Comment &amp; Follow ❤️","listText":"Like &amp; Comment &amp; Follow ❤️","text":"Like & Comment & Follow ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/377507172","repostId":"1134543321","repostType":4,"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376259684,"gmtCreate":1619133904948,"gmtModify":1631890574344,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; comment pls ❤️","listText":"Like &amp; comment pls ❤️","text":"Like & comment pls ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/376259684","repostId":"2129336009","repostType":4,"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":690186864,"gmtCreate":1639647174163,"gmtModify":1639647174336,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"like &amp; comment!","listText":"like &amp; comment!","text":"like & comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/690186864","repostId":"1121846161","repostType":4,"repost":{"id":"1121846161","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":1639646008,"share":"https://www.laohu8.com/m/news/1121846161?lang=zh_CN&edition=full","pubTime":"2021-12-16 17:13","market":"us","language":"en","title":"Visa rose over 1% in premarket trading after announcing a $12 billion shares buyback plan<blockquote>Visa宣布120亿美元股票回购计划后盘前交易上涨逾1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121846161","media":"Tiger Newspress","summary":"Visa rose over 1% in premarket trading after announcing a $12 billion shares buyback plan.It disclos","content":"<p>Visa rose over 1% in premarket trading after announcing a&nbsp;$12 billion shares buyback plan.<img src=\"https://static.tigerbbs.com/2b22c0cdacdc85cff29eebaf6e84e297\" tg-width=\"767\" tg-height=\"555\" width=\"100%\" height=\"auto\">It&nbsp;disclosed a new $12 billion share buyback mandate, bringing the total number of future share buybacks to about $13.2 billion. It is reported that in the previous stock repurchase authorization, as of September 30, 2021, the authorized funds were 4.7 billion US dollars, and as of December 15, 2021, about 3.5 billion US dollars had been used.</p><p><blockquote>Visa在宣布120亿美元的股票回购计划后，盘前交易中上涨超过1%。它披露了一项新的120亿美元股票回购授权，使未来股票回购总数达到约132亿美元。据悉，在此前的股票回购授权中，截至2021年9月30日，授权资金为47亿美元，截至2021年12月15日，已使用约35亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Visa rose over 1% in premarket trading after announcing a $12 billion shares buyback plan<blockquote>Visa宣布120亿美元股票回购计划后盘前交易上涨逾1%</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\">\nVisa rose over 1% in premarket trading after announcing a $12 billion shares buyback plan<blockquote>Visa宣布120亿美元股票回购计划后盘前交易上涨逾1%</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\">2021-12-16 17:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Visa rose over 1% in premarket trading after announcing a&nbsp;$12 billion shares buyback plan.<img src=\"https://static.tigerbbs.com/2b22c0cdacdc85cff29eebaf6e84e297\" tg-width=\"767\" tg-height=\"555\" width=\"100%\" height=\"auto\">It&nbsp;disclosed a new $12 billion share buyback mandate, bringing the total number of future share buybacks to about $13.2 billion. It is reported that in the previous stock repurchase authorization, as of September 30, 2021, the authorized funds were 4.7 billion US dollars, and as of December 15, 2021, about 3.5 billion US dollars had been used.</p><p><blockquote>Visa在宣布120亿美元的股票回购计划后，盘前交易中上涨超过1%。它披露了一项新的120亿美元股票回购授权，使未来股票回购总数达到约132亿美元。据悉，在此前的股票回购授权中，截至2021年9月30日，授权资金为47亿美元，截至2021年12月15日，已使用约35亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121846161","content_text":"Visa rose over 1% in premarket trading after announcing a $12 billion shares buyback plan.It disclosed a new $12 billion share buyback mandate, bringing the total number of future share buybacks to about $13.2 billion. It is reported that in the previous stock repurchase authorization, as of September 30, 2021, the authorized funds were 4.7 billion US dollars, and as of December 15, 2021, about 3.5 billion US dollars had been used.","news_type":1,"symbols_score_info":{"V":0.9}},"isVote":1,"tweetType":1,"viewCount":3561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375920527,"gmtCreate":1619279819569,"gmtModify":1631890574338,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; comment pls ❤️","listText":"Like &amp; comment pls ❤️","text":"Like & comment pls ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/375920527","repostId":"1180713929","repostType":4,"repost":{"id":"1180713929","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":1619191972,"share":"https://www.laohu8.com/m/news/1180713929?lang=zh_CN&edition=full","pubTime":"2021-04-23 23:32","market":"us","language":"en","title":"Why AMD Stock Popped After Intel's Earnings Beat<blockquote>为什么英特尔盈利超出预期后AMD股价上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180713929","media":"Tiger Newspress","summary":"Here's a hint: It's not because Intel reported great news.What happenedShares of rising Intel (NASDA","content":"<p>Here's a hint: It's not because Intel reported great news.</p><p><blockquote>这里有一个提示：这并不是因为英特尔报道了好消息。</blockquote></p><p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p>Shares of rising&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;rival and fellow&nbsp;semiconductors&nbsp;giant&nbsp;<b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.</p><p><blockquote>瑞星股份<b>英特尔</b>（纳斯达克：INTC）竞争对手和半导体巨头<b>先进微设备公司</b>（纳斯达克：AMD）周五在纳斯达克早盘交易中上涨，这是英特尔发布令人失望的2021年第一季度收益报告的第一天。截至美国东部时间上午11:30，AMD股价上涨4.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/368e9bc79febd0164dab4a88ffd13c42\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cf04377bf945cfdaa9a52157bb5560f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p>Intel, if you haven't heard, actually&nbsp;beat&nbsp;on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.</p><p><blockquote>如果您还没有听说过，英特尔第一季度的盈利实际上超出了预期。尽管销售额同比下降1%，但该公司仍报告预计每股利润为1.39美元，超出分析师预期。</blockquote></p><p>Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.</p><p><blockquote>无论如何，英特尔报告称其毛利率大幅下降540个基点至55.2%，并且由于该公司斥巨资追赶先进计算机芯片领域的竞争对手，其营业利润率几乎减半。花旗集团分析师昨日评论称，英特尔股价似乎已接近其估值峰值，随着投资者适应英特尔正在失去而非获得市场份额的新环境，英特尔股价可能会下跌。</blockquote></p><p>And the reason this is good news for&nbsp;AMD&nbsp;is that, according to Citi at least, it's AMD that's taking that market share away from Intel.</p><p><blockquote>这对AMD来说是个好消息的原因是，至少根据花旗的说法，AMD正在从英特尔手中夺走市场份额。</blockquote></p><p><b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p>So what's an investor to do with all this information?</p><p><blockquote>那么投资者如何处理所有这些信息呢？</blockquote></p><p>At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&amp;P Global Market Intelligencedata.</p><p><blockquote>英特尔股票的市盈率仅为13.6倍，与AMD股票的市盈率为38.4倍相比，英特尔股票看起来确实相对便宜。但AMD的资产负债表现金充裕，而英特尔的净债务为135亿美元。根据标准普尔全球市场情报数据，分析师预计英特尔未来五年的盈利年增长率仅为10%，而AMD的年化盈利增长率预计为29.5%。</blockquote></p><p>Intel may&nbsp;look&nbsp;like&nbsp;a value stockright now, but it's AMD that's gotall the momentum.</p><p><blockquote>英特尔现在可能看起来像一只价值股，但拥有所有动力的是AMD。</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 Stock Popped After Intel's Earnings Beat<blockquote>为什么英特尔盈利超出预期后AMD股价上涨</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 Stock Popped After Intel's Earnings Beat<blockquote>为什么英特尔盈利超出预期后AMD股价上涨</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\">2021-04-23 23:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Here's a hint: It's not because Intel reported great news.</p><p><blockquote>这里有一个提示：这并不是因为英特尔报道了好消息。</blockquote></p><p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p>Shares of rising&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;rival and fellow&nbsp;semiconductors&nbsp;giant&nbsp;<b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.</p><p><blockquote>瑞星股份<b>英特尔</b>（纳斯达克：INTC）竞争对手和半导体巨头<b>先进微设备公司</b>（纳斯达克：AMD）周五在纳斯达克早盘交易中上涨，这是英特尔发布令人失望的2021年第一季度收益报告的第一天。截至美国东部时间上午11:30，AMD股价上涨4.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/368e9bc79febd0164dab4a88ffd13c42\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cf04377bf945cfdaa9a52157bb5560f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p>Intel, if you haven't heard, actually&nbsp;beat&nbsp;on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.</p><p><blockquote>如果您还没有听说过，英特尔第一季度的盈利实际上超出了预期。尽管销售额同比下降1%，但该公司仍报告预计每股利润为1.39美元，超出分析师预期。</blockquote></p><p>Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.</p><p><blockquote>无论如何，英特尔报告称其毛利率大幅下降540个基点至55.2%，并且由于该公司斥巨资追赶先进计算机芯片领域的竞争对手，其营业利润率几乎减半。花旗集团分析师昨日评论称，英特尔股价似乎已接近其估值峰值，随着投资者适应英特尔正在失去而非获得市场份额的新环境，英特尔股价可能会下跌。</blockquote></p><p>And the reason this is good news for&nbsp;AMD&nbsp;is that, according to Citi at least, it's AMD that's taking that market share away from Intel.</p><p><blockquote>这对AMD来说是个好消息的原因是，至少根据花旗的说法，AMD正在从英特尔手中夺走市场份额。</blockquote></p><p><b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p>So what's an investor to do with all this information?</p><p><blockquote>那么投资者如何处理所有这些信息呢？</blockquote></p><p>At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&amp;P Global Market Intelligencedata.</p><p><blockquote>英特尔股票的市盈率仅为13.6倍，与AMD股票的市盈率为38.4倍相比，英特尔股票看起来确实相对便宜。但AMD的资产负债表现金充裕，而英特尔的净债务为135亿美元。根据标准普尔全球市场情报数据，分析师预计英特尔未来五年的盈利年增长率仅为10%，而AMD的年化盈利增长率预计为29.5%。</blockquote></p><p>Intel may&nbsp;look&nbsp;like&nbsp;a value stockright now, but it's AMD that's gotall the momentum.</p><p><blockquote>英特尔现在可能看起来像一只价值股，但拥有所有动力的是AMD。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180713929","content_text":"Here's a hint: It's not because Intel reported great news.What happenedShares of rising Intel (NASDAQ:INTC) rival and fellow semiconductors giant Advanced Micro Devices (NASDAQ:AMD) popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.So whatIntel, if you haven't heard, actually beat on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.And the reason this is good news for AMD is that, according to Citi at least, it's AMD that's taking that market share away from Intel.Now whatSo what's an investor to do with all this information?At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&P Global Market Intelligencedata.Intel may look like a value stockright now, but it's AMD that's gotall the momentum.","news_type":1,"symbols_score_info":{"INTC":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377505270,"gmtCreate":1619533542290,"gmtModify":1631886735282,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; Comment &amp; Follow ❤️","listText":"Like &amp; Comment &amp; Follow ❤️","text":"Like & Comment & Follow ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/377505270","repostId":"1155157199","repostType":4,"repost":{"id":"1155157199","kind":"news","pubTimestamp":1619494851,"share":"https://www.laohu8.com/m/news/1155157199?lang=zh_CN&edition=full","pubTime":"2021-04-27 11:40","market":"us","language":"en","title":"Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.<blockquote>微软市值接近2万亿美元。收益将于周二公布。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155157199","media":"Barrons","summary":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.J.P. Mo","content":"<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.</p><p><blockquote>华尔街预计微软将在周二收盘后公布三月份季度数据时公布强劲的财务业绩。</blockquote></p><p>The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.&nbsp; On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.</p><p><blockquote>分析师普遍预测营收为410亿美元，同比增长17%，每股利润为1.78美元。周一，微软股价创下262.44美元的盘中纪录，距离首次触及2万亿美元估值仅小幅上涨。要实现这一目标，该股需要上涨至264.55美元。</blockquote></p><p>The shares have gained 18% year to date.</p><p><blockquote>今年迄今为止，该股已上涨18%。</blockquote></p><p>Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system.&nbsp;</p><p><blockquote>分析师预计该公司的Azure和Office 365云业务将迎来另一个强劲的季度，并将寻找其企业运营加速增长的迹象。鉴于近期PC购买量大幅增长，Surface硬件（笔记本电脑和白板）的销售可能在本季度强劲，尽管组件短缺可能导致需求未得到满足。个人电脑市场的强劲也预示着Windows操作系统的销售。</blockquote></p><p>Microsoft breaks down its results into&nbsp;three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.</p><p><blockquote>微软将其业绩分为三个部分：生产力和业务流程，其中包括Office 365、Dynamics和LinkedIn；智能云，包括Azure和企业服务器软件；以及更多的个人计算，包括Windows、Xbox、Surface硬件和Bing。</blockquote></p><p>When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.</p><p><blockquote>当微软在1月底公布第二财季业绩时，首席财务官Amy Hood提供了每个部门的收入指引。对于生产力和业务流程，她预计收入为133.5亿至136亿美元。智能云的看涨期权是收入为147亿至149.5亿美元，而她预测更多个人计算的收入为123亿至127亿美元。如果每个部门的收入都处于预测范围的顶部，那么总收入将达到412.5亿美元。</blockquote></p><p>In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.</p><p><blockquote>在研究报告中，几位分析师引用了客户和经销商的积极评论来预测强劲的业绩。</blockquote></p><p>Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.</p><p><blockquote>上周，KeyBanc Capital的Michael Turits重申了对该股的跑赢大盘评级，同时将目标价从280美元上调至295美元。他表示，该公司可能会受益于强劲的IT需求和个人电脑出货量的持续强劲。</blockquote></p><p>“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”</p><p><blockquote>他写道：“我们继续看到微软不断扩大的Azure范围、广泛的企业应用程序创新和积极的捆绑在市场上取得了成功。”“我们采访的几乎所有北美微软分销商/经销商都报告微软渠道收入达到或高于计划。”</blockquote></p><p>J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.</p><p><blockquote>摩根大通分析师Mark Murphy对微软产品经销商进行了新的调查，对前景感到鼓舞。他表示，在企业需求改善的推动下，这些公司的微软商品季度销售额平均比预期高出3.3%。他报告了公司企业产品线的实力，包括Azure、Teams、Office 365和安全产品等领域的增长。Murphy对微软的评级为跑赢大盘，目标股价为245美元。</blockquote></p><p>Wedbush analyst Dan Ives&nbsp;forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.</p><p><blockquote>Wedbush分析师丹·艾夫斯(Dan Ives)预测，在Azure至少增长45%的推动下，这将是“又一个杰作季度”，他认为Azure正在从亚马逊网络服务(Amazon Web Services)手中夺取市场份额。他表示，当前的在家工作环境正在鼓励更多企业采取战略举措，转向基于云的运营，“微软全面展开，Azure增长依然强劲”。他维持跑赢大盘评级，目标股价为300美元。</blockquote></p><p>Citi analyst Tyler Radke&nbsp;last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”&nbsp;</p><p><blockquote>花旗分析师泰勒·拉德克(Tyler Radke)上周重申了对微软股票的买入评级，将目标价从292美元上调至302美元，并在业绩公布前对该股设定了“积极催化剂观察”。他写道，对经销商的调查和渠道检查的结合使他更有信心，微软可以推动所有三个主要业务部门的收入，消费者和企业对个人电脑的需求强劲，服务器软件的强劲升级活动，以及由于“企业消费持续强劲增长”，Azure持续走强。</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>Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.<blockquote>微软市值接近2万亿美元。收益将于周二公布。</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\">\nMicrosoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.<blockquote>微软市值接近2万亿美元。收益将于周二公布。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-27 11:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.</p><p><blockquote>华尔街预计微软将在周二收盘后公布三月份季度数据时公布强劲的财务业绩。</blockquote></p><p>The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.&nbsp; On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.</p><p><blockquote>分析师普遍预测营收为410亿美元，同比增长17%，每股利润为1.78美元。周一，微软股价创下262.44美元的盘中纪录，距离首次触及2万亿美元估值仅小幅上涨。要实现这一目标，该股需要上涨至264.55美元。</blockquote></p><p>The shares have gained 18% year to date.</p><p><blockquote>今年迄今为止，该股已上涨18%。</blockquote></p><p>Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system.&nbsp;</p><p><blockquote>分析师预计该公司的Azure和Office 365云业务将迎来另一个强劲的季度，并将寻找其企业运营加速增长的迹象。鉴于近期PC购买量大幅增长，Surface硬件（笔记本电脑和白板）的销售可能在本季度强劲，尽管组件短缺可能导致需求未得到满足。个人电脑市场的强劲也预示着Windows操作系统的销售。</blockquote></p><p>Microsoft breaks down its results into&nbsp;three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.</p><p><blockquote>微软将其业绩分为三个部分：生产力和业务流程，其中包括Office 365、Dynamics和LinkedIn；智能云，包括Azure和企业服务器软件；以及更多的个人计算，包括Windows、Xbox、Surface硬件和Bing。</blockquote></p><p>When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.</p><p><blockquote>当微软在1月底公布第二财季业绩时，首席财务官Amy Hood提供了每个部门的收入指引。对于生产力和业务流程，她预计收入为133.5亿至136亿美元。智能云的看涨期权是收入为147亿至149.5亿美元，而她预测更多个人计算的收入为123亿至127亿美元。如果每个部门的收入都处于预测范围的顶部，那么总收入将达到412.5亿美元。</blockquote></p><p>In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.</p><p><blockquote>在研究报告中，几位分析师引用了客户和经销商的积极评论来预测强劲的业绩。</blockquote></p><p>Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.</p><p><blockquote>上周，KeyBanc Capital的Michael Turits重申了对该股的跑赢大盘评级，同时将目标价从280美元上调至295美元。他表示，该公司可能会受益于强劲的IT需求和个人电脑出货量的持续强劲。</blockquote></p><p>“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”</p><p><blockquote>他写道：“我们继续看到微软不断扩大的Azure范围、广泛的企业应用程序创新和积极的捆绑在市场上取得了成功。”“我们采访的几乎所有北美微软分销商/经销商都报告微软渠道收入达到或高于计划。”</blockquote></p><p>J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.</p><p><blockquote>摩根大通分析师Mark Murphy对微软产品经销商进行了新的调查，对前景感到鼓舞。他表示，在企业需求改善的推动下，这些公司的微软商品季度销售额平均比预期高出3.3%。他报告了公司企业产品线的实力，包括Azure、Teams、Office 365和安全产品等领域的增长。Murphy对微软的评级为跑赢大盘，目标股价为245美元。</blockquote></p><p>Wedbush analyst Dan Ives&nbsp;forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.</p><p><blockquote>Wedbush分析师丹·艾夫斯(Dan Ives)预测，在Azure至少增长45%的推动下，这将是“又一个杰作季度”，他认为Azure正在从亚马逊网络服务(Amazon Web Services)手中夺取市场份额。他表示，当前的在家工作环境正在鼓励更多企业采取战略举措，转向基于云的运营，“微软全面展开，Azure增长依然强劲”。他维持跑赢大盘评级，目标股价为300美元。</blockquote></p><p>Citi analyst Tyler Radke&nbsp;last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”&nbsp;</p><p><blockquote>花旗分析师泰勒·拉德克(Tyler Radke)上周重申了对微软股票的买入评级，将目标价从292美元上调至302美元，并在业绩公布前对该股设定了“积极催化剂观察”。他写道，对经销商的调查和渠道检查的结合使他更有信心，微软可以推动所有三个主要业务部门的收入，消费者和企业对个人电脑的需求强劲，服务器软件的强劲升级活动，以及由于“企业消费持续强劲增长”，Azure持续走强。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1\">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":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155157199","content_text":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.The shares have gained 18% year to date.Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system. Microsoft breaks down its results into three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.Wedbush analyst Dan Ives forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.Citi analyst Tyler Radke last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375920678,"gmtCreate":1619279782394,"gmtModify":1631890574341,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; comment pls ❤️","listText":"Like &amp; comment pls ❤️","text":"Like & comment pls ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/375920678","repostId":"1166519043","repostType":4,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379504835,"gmtCreate":1618756621327,"gmtModify":1631891941010,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like and comment please ☺️","listText":"Like and comment please ☺️","text":"Like and comment please ☺️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/379504835","repostId":"2127370148","repostType":4,"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373427848,"gmtCreate":1618879363284,"gmtModify":1631891940957,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; comment ❤️","listText":"Like &amp; comment ❤️","text":"Like & comment ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/373427848","repostId":"1129471770","repostType":4,"repost":{"id":"1129471770","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1618793935,"share":"https://www.laohu8.com/m/news/1129471770?lang=zh_CN&edition=full","pubTime":"2021-04-19 08:58","market":"us","language":"en","title":"IPO Preview: UiPath Inc, KnowBe4, Zymergen, Latham Holdings Highlight Busy Week Of Offerings<blockquote>IPO预览：UiPath Inc、KnowBe4、Zymergen、Latham Holdings重点介绍繁忙的一周发行</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129471770","media":"Benzinga","summary":"This week’s offerings don’t have quite the same high profile as last week's highly anticipated IPO o","content":"<p>This week’s offerings don’t have quite the same high profile as last week's highly anticipated IPO of<b>Coinbase Global</b>COIN 5.96%. Nevertheless, there are several excitingIPOsthat investors should consider this week, including UiPath and Latham Holdings.</p><p><blockquote>本周的发行不像上周备受期待的IPO那样引人注目<b>比特币基地全球</b>硬币5.96%。尽管如此，投资者本周应该考虑几个令人兴奋的IPO，包括UiPath和Latham Holdings。</blockquote></p><p>Here is a look at the expected IPO pricings for the week of April 19.</p><p><blockquote>以下是4月19日当周的预期IPO定价。</blockquote></p><p><b>DoubleVerify Holdings:</b>&nbsp;Digital media measurement and analytics company<b>DoubleVerify Holdings</b>&nbsp;NYSE:&nbsp;DV&nbsp;plansto sell 13.3 million shares at a price point of $24 to $27.</p><p><blockquote><b>DoubleVerify控股：</b>数字媒体测量和分析公司<b>双验证控股</b>纽约证券交易所股票代码：DV计划以24至27美元的价格出售1,330万股股票。</blockquote></p><p>The company makes security software for digital advertising and claims to have over 1,000 advertisers and publishers as partners, and more than 45 customers that each account for $1 million in annual revenue for DoubleVerify.</p><p><blockquote>该公司为数字广告生产安全软件，并声称有超过1,000家广告商和出版商作为合作伙伴，以及超过45家客户，每个客户为DoubleVerify贡献了100万美元的年收入。</blockquote></p><p>The company had revenue of $244 million in fiscal 2020, a year-over-year increase of 34%.</p><p><blockquote>该公司2020财年营收2.44亿美元，同比增长34%。</blockquote></p><p><b>NeuroPace:</b>&nbsp;Commercial-stage medical device company<b>NeuroPace</b>&nbsp;NASDAQ:&nbsp;NPCE&nbsp;says it&nbsp;hasthe first and only commercially-available, brain-responsive system to help fight seizures.</p><p><blockquote><b>神经空间：</b>商业化阶段医疗器械公司<b>神经空间</b>纳斯达克：NPCE表示，它拥有第一个也是唯一一个商用的大脑响应系统来帮助对抗癫痫发作。</blockquote></p><p>The company’s target market is customers who have drug-resistant epilepsy. Over 3,000 patients were&nbsp;served by the company through 2020. Neuropace had revenue of $10 million in fiscal 2020 and is guiding for fiscal 2021 revenue of between $11.1 million and $11.3 million.</p><p><blockquote>该公司的目标市场是患有耐药性癫痫的客户。截至2020年，该公司为超过3,000名患者提供了服务。Neuropace 2020财年的收入为1000万美元，预计2021财年的收入在1110万美元至1130万美元之间。</blockquote></p><p>Over $28 billion is spent annually on epilepsy care in the United States. The company plans to sell 5.3 million shares at a price point of $15 to $17.</p><p><blockquote>在美国，每年用于癫痫护理的费用超过280亿美元。该公司计划以15至17美元的价格出售530万股股票。</blockquote></p><p><b>UiPath:</b>Thebiggest IPOof the week is set to be automation company<b>UiPath Inc</b>NYSEPATH, with aplannedoffering of 21.3 million shares at a price point of $43 to $50.</p><p><blockquote><b>UiPath：</b>本周最大的IPO将是自动化公司<b>UiPath公司</b>NYSEPATH计划以43至50美元的价格发行2130万股。</blockquote></p><p>The company “makes software robots so people don’t have to be robots.” The company had annual recurring revenue of $580 million in the fiscal year ended January 31, 2021, for a growth rate of 65%.&nbsp;UiPath says it has over 7,900 customers, with over 1,000 of them paying $100,000 or more annually to the company.</p><p><blockquote>该公司“制造软件机器人，这样人们就不必成为机器人。”截至2021年1月31日的财年，该公司的年度经常性收入为5.8亿美元，增长率为65%。UiPath表示，它拥有超过7,900名客户，其中超过1,000名客户每年向该公司支付10万美元或更多。</blockquote></p><p>The company is targeting a market opportunity of $65 billion and believes its open architecture and end-to-end platform set it apart from competitors.</p><p><blockquote>该公司的目标是650亿美元的市场机会，并相信其开放式架构和端到端平台使其从竞争对手中脱颖而出。</blockquote></p><p><b>SkyWater Technology:</b>Pure-play technology foundry<b>SkyWater Technology</b>&nbsp;NASDAQ:&nbsp;SKYT&nbsp;offerssemiconductor development and manufacturing services, targeting&nbsp;customers in markets like advanced computing, aerospace, defense, automotive and IoT.</p><p><blockquote><b>SkyWater技术：</b>纯技术代工厂<b>天水科技</b>纳斯达克：SKYT提供半导体开发和制造服务，目标客户包括先进计算、航空航天、国防、汽车和物联网等市场。</blockquote></p><p>The company has 35 customers in its advanced technology services including L3Harris and<b>Microsoft Corporation</b>MSFT 0.48%. SkyWater was divested from Cypress Semiconductor in 2017. The company had revenue of $140.4 million in 2020.</p><p><blockquote>该公司的先进技术服务拥有35家客户，包括L3Harris和<b>微软公司</b>MSFT 0.48%。SkyWater于2017年从赛普拉斯半导体剥离。该公司2020年收入为1.404亿美元。</blockquote></p><p>SkyWater plans to sell 5.8 million shares at a price point of $12 to $14.</p><p><blockquote>SkyWater计划以12至14美元的价格出售580万股股票。</blockquote></p><p><b>KnowBe4:</b>Security platform<b>KnowBe4 Inc</b>&nbsp;NASDAQ:&nbsp;KNBE&nbsp;isseekingto sell 11.8 million shares at a price point of $16 to $18.</p><p><blockquote><b>已知4：</b>安全平台<b>KnowBe4公司</b>纳斯达克：KNBE正在寻求以16至18美元的价格出售1180万股股票。</blockquote></p><p>The company serves over 37,000 customers globally in markets worth $15 billion. The company had 45% revenue growth and $198 million in annual recurring revenue last year. It plans to rapidly grow its international operations, which made up 11.9% of revenue in fiscal 2020.</p><p><blockquote>该公司为全球超过37,000名客户提供服务，市场价值150亿美元。该公司去年的收入增长了45%，年度经常性收入为1.98亿美元。该公司计划快速发展其国际业务，该业务占2020财年收入的11.9%。</blockquote></p><p><b>Zymergen: \"</b>Biofacturing\" company<b>Zymergen</b>&nbsp;NASDAQ:&nbsp;ZY&nbsp;plansto sell 13.6 million shares at a price of $28 to $31.</p><p><blockquote><b>Zymergen：“</b>生物制造”公司<b>酶根</b>纳斯达克：ZY计划以28至31美元的价格出售1360万股股票。</blockquote></p><p>The company is working on bio-based products including films that could be used in rollable mobile tablet devices.</p><p><blockquote>该公司正在开发生物基产品，包括可用于可卷曲移动平板设备的薄膜。</blockquote></p><p>The company’s first product, Hyaline, was launched in December 2020, and an additional 10 products are in development. The biofacturing market is worth $1.2 trillion. according to the company.</p><p><blockquote>公司首款产品Hyaline于2020年12月上市，另有10款产品正在开发中。生物制造市场价值1.2万亿美元。据该公司称。</blockquote></p><p><b>Agiliti:</b>Healthcare service provider&nbsp;<b>Agiliti Inc</b>NYSEAGTIsays it&nbsp;hasa customer base of over 7,0000 networks and that&nbsp;90% of U.S. acute and alternate care facilities are within a 100-mile radius of an Agiliti service center. The company is seeking to sell 26.3 million shares at a price point of $18 to $20.</p><p><blockquote><b>敏捷性：</b>医疗服务提供者<b>敏捷公司</b>NYSEAGTI表示，它拥有超过7,000 0个网络的客户群，90%的美国急症和替代护理机构都在Agiliti服务中心100英里半径范围内。该公司寻求以18至20美元的价格出售2630万股股票。</blockquote></p><p><b>Latham Group:</b>A designer, manufacturer and marketer of in-ground residential pools in North America, Australia and New Zealandplansto go public this week.</p><p><blockquote><b>瑞生集团：</b>北美、澳大利亚和新西兰地下住宅泳池的设计者、制造商和营销商计划本周上市。</blockquote></p><p><b>Latham Group</b>&nbsp;NASDAQ:&nbsp;SWIM&nbsp;plans to sell 20 million shares at a price point of $19 to $21.</p><p><blockquote><b>莱瑟姆集团</b>纳斯达克：SWIM计划以19美元至21美元的价格出售2000万股股票。</blockquote></p><p>The company sells fiberglass products that are more durable and use less chemicals, according to the company. Latham sold 8,700 fiberglass pools in 2020 and reported its 11th consecutive year of net sales growth.</p><p><blockquote>据该公司称，该公司销售的玻璃纤维产品更耐用，使用的化学品更少。Latham在2020年销售了8,700个玻璃纤维泳池，并报告了连续11年净销售额增长。</blockquote></p><p>The company had revenue of $408 million in fiscal 2020, and&nbsp;59% of it came from in-ground pool sales.</p><p><blockquote>该公司2020财年的收入为4.08亿美元，其中59%来自地下泳池销售。</blockquote></p><p>In 2018, the company shifted from a business-to-business model to business-to-consumer, making it&nbsp;the only pool company with a direct relationship to the homeowner, according to the company.</p><p><blockquote>据该公司称，2018年，该公司从企业对企业模式转向企业对消费者模式，使其成为唯一一家与房主有直接关系的泳池公司。</blockquote></p><p></p><p>Fiberglass pools are still a small market in North America compared to international markets, Latham says. The company claims to have a No. 1 market-share position in all the categories it competes in for the North American market.</p><p><blockquote>莱瑟姆说，与国际市场相比，玻璃纤维泳池在北美仍然是一个小市场。该公司声称在北美市场竞争的所有类别中拥有第一的市场份额。</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>IPO Preview: UiPath Inc, KnowBe4, Zymergen, Latham Holdings Highlight Busy Week Of Offerings<blockquote>IPO预览：UiPath Inc、KnowBe4、Zymergen、Latham Holdings重点介绍繁忙的一周发行</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\">\nIPO Preview: UiPath Inc, KnowBe4, Zymergen, Latham Holdings Highlight Busy Week Of Offerings<blockquote>IPO预览：UiPath Inc、KnowBe4、Zymergen、Latham Holdings重点介绍繁忙的一周发行</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-19 08:58</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>This week’s offerings don’t have quite the same high profile as last week's highly anticipated IPO of<b>Coinbase Global</b>COIN 5.96%. Nevertheless, there are several excitingIPOsthat investors should consider this week, including UiPath and Latham Holdings.</p><p><blockquote>本周的发行不像上周备受期待的IPO那样引人注目<b>比特币基地全球</b>硬币5.96%。尽管如此，投资者本周应该考虑几个令人兴奋的IPO，包括UiPath和Latham Holdings。</blockquote></p><p>Here is a look at the expected IPO pricings for the week of April 19.</p><p><blockquote>以下是4月19日当周的预期IPO定价。</blockquote></p><p><b>DoubleVerify Holdings:</b>&nbsp;Digital media measurement and analytics company<b>DoubleVerify Holdings</b>&nbsp;NYSE:&nbsp;DV&nbsp;plansto sell 13.3 million shares at a price point of $24 to $27.</p><p><blockquote><b>DoubleVerify控股：</b>数字媒体测量和分析公司<b>双验证控股</b>纽约证券交易所股票代码：DV计划以24至27美元的价格出售1,330万股股票。</blockquote></p><p>The company makes security software for digital advertising and claims to have over 1,000 advertisers and publishers as partners, and more than 45 customers that each account for $1 million in annual revenue for DoubleVerify.</p><p><blockquote>该公司为数字广告生产安全软件，并声称有超过1,000家广告商和出版商作为合作伙伴，以及超过45家客户，每个客户为DoubleVerify贡献了100万美元的年收入。</blockquote></p><p>The company had revenue of $244 million in fiscal 2020, a year-over-year increase of 34%.</p><p><blockquote>该公司2020财年营收2.44亿美元，同比增长34%。</blockquote></p><p><b>NeuroPace:</b>&nbsp;Commercial-stage medical device company<b>NeuroPace</b>&nbsp;NASDAQ:&nbsp;NPCE&nbsp;says it&nbsp;hasthe first and only commercially-available, brain-responsive system to help fight seizures.</p><p><blockquote><b>神经空间：</b>商业化阶段医疗器械公司<b>神经空间</b>纳斯达克：NPCE表示，它拥有第一个也是唯一一个商用的大脑响应系统来帮助对抗癫痫发作。</blockquote></p><p>The company’s target market is customers who have drug-resistant epilepsy. Over 3,000 patients were&nbsp;served by the company through 2020. Neuropace had revenue of $10 million in fiscal 2020 and is guiding for fiscal 2021 revenue of between $11.1 million and $11.3 million.</p><p><blockquote>该公司的目标市场是患有耐药性癫痫的客户。截至2020年，该公司为超过3,000名患者提供了服务。Neuropace 2020财年的收入为1000万美元，预计2021财年的收入在1110万美元至1130万美元之间。</blockquote></p><p>Over $28 billion is spent annually on epilepsy care in the United States. The company plans to sell 5.3 million shares at a price point of $15 to $17.</p><p><blockquote>在美国，每年用于癫痫护理的费用超过280亿美元。该公司计划以15至17美元的价格出售530万股股票。</blockquote></p><p><b>UiPath:</b>Thebiggest IPOof the week is set to be automation company<b>UiPath Inc</b>NYSEPATH, with aplannedoffering of 21.3 million shares at a price point of $43 to $50.</p><p><blockquote><b>UiPath：</b>本周最大的IPO将是自动化公司<b>UiPath公司</b>NYSEPATH计划以43至50美元的价格发行2130万股。</blockquote></p><p>The company “makes software robots so people don’t have to be robots.” The company had annual recurring revenue of $580 million in the fiscal year ended January 31, 2021, for a growth rate of 65%.&nbsp;UiPath says it has over 7,900 customers, with over 1,000 of them paying $100,000 or more annually to the company.</p><p><blockquote>该公司“制造软件机器人，这样人们就不必成为机器人。”截至2021年1月31日的财年，该公司的年度经常性收入为5.8亿美元，增长率为65%。UiPath表示，它拥有超过7,900名客户，其中超过1,000名客户每年向该公司支付10万美元或更多。</blockquote></p><p>The company is targeting a market opportunity of $65 billion and believes its open architecture and end-to-end platform set it apart from competitors.</p><p><blockquote>该公司的目标是650亿美元的市场机会，并相信其开放式架构和端到端平台使其从竞争对手中脱颖而出。</blockquote></p><p><b>SkyWater Technology:</b>Pure-play technology foundry<b>SkyWater Technology</b>&nbsp;NASDAQ:&nbsp;SKYT&nbsp;offerssemiconductor development and manufacturing services, targeting&nbsp;customers in markets like advanced computing, aerospace, defense, automotive and IoT.</p><p><blockquote><b>SkyWater技术：</b>纯技术代工厂<b>天水科技</b>纳斯达克：SKYT提供半导体开发和制造服务，目标客户包括先进计算、航空航天、国防、汽车和物联网等市场。</blockquote></p><p>The company has 35 customers in its advanced technology services including L3Harris and<b>Microsoft Corporation</b>MSFT 0.48%. SkyWater was divested from Cypress Semiconductor in 2017. The company had revenue of $140.4 million in 2020.</p><p><blockquote>该公司的先进技术服务拥有35家客户，包括L3Harris和<b>微软公司</b>MSFT 0.48%。SkyWater于2017年从赛普拉斯半导体剥离。该公司2020年收入为1.404亿美元。</blockquote></p><p>SkyWater plans to sell 5.8 million shares at a price point of $12 to $14.</p><p><blockquote>SkyWater计划以12至14美元的价格出售580万股股票。</blockquote></p><p><b>KnowBe4:</b>Security platform<b>KnowBe4 Inc</b>&nbsp;NASDAQ:&nbsp;KNBE&nbsp;isseekingto sell 11.8 million shares at a price point of $16 to $18.</p><p><blockquote><b>已知4：</b>安全平台<b>KnowBe4公司</b>纳斯达克：KNBE正在寻求以16至18美元的价格出售1180万股股票。</blockquote></p><p>The company serves over 37,000 customers globally in markets worth $15 billion. The company had 45% revenue growth and $198 million in annual recurring revenue last year. It plans to rapidly grow its international operations, which made up 11.9% of revenue in fiscal 2020.</p><p><blockquote>该公司为全球超过37,000名客户提供服务，市场价值150亿美元。该公司去年的收入增长了45%，年度经常性收入为1.98亿美元。该公司计划快速发展其国际业务，该业务占2020财年收入的11.9%。</blockquote></p><p><b>Zymergen: \"</b>Biofacturing\" company<b>Zymergen</b>&nbsp;NASDAQ:&nbsp;ZY&nbsp;plansto sell 13.6 million shares at a price of $28 to $31.</p><p><blockquote><b>Zymergen：“</b>生物制造”公司<b>酶根</b>纳斯达克：ZY计划以28至31美元的价格出售1360万股股票。</blockquote></p><p>The company is working on bio-based products including films that could be used in rollable mobile tablet devices.</p><p><blockquote>该公司正在开发生物基产品，包括可用于可卷曲移动平板设备的薄膜。</blockquote></p><p>The company’s first product, Hyaline, was launched in December 2020, and an additional 10 products are in development. The biofacturing market is worth $1.2 trillion. according to the company.</p><p><blockquote>公司首款产品Hyaline于2020年12月上市，另有10款产品正在开发中。生物制造市场价值1.2万亿美元。据该公司称。</blockquote></p><p><b>Agiliti:</b>Healthcare service provider&nbsp;<b>Agiliti Inc</b>NYSEAGTIsays it&nbsp;hasa customer base of over 7,0000 networks and that&nbsp;90% of U.S. acute and alternate care facilities are within a 100-mile radius of an Agiliti service center. The company is seeking to sell 26.3 million shares at a price point of $18 to $20.</p><p><blockquote><b>敏捷性：</b>医疗服务提供者<b>敏捷公司</b>NYSEAGTI表示，它拥有超过7,000 0个网络的客户群，90%的美国急症和替代护理机构都在Agiliti服务中心100英里半径范围内。该公司寻求以18至20美元的价格出售2630万股股票。</blockquote></p><p><b>Latham Group:</b>A designer, manufacturer and marketer of in-ground residential pools in North America, Australia and New Zealandplansto go public this week.</p><p><blockquote><b>瑞生集团：</b>北美、澳大利亚和新西兰地下住宅泳池的设计者、制造商和营销商计划本周上市。</blockquote></p><p><b>Latham Group</b>&nbsp;NASDAQ:&nbsp;SWIM&nbsp;plans to sell 20 million shares at a price point of $19 to $21.</p><p><blockquote><b>莱瑟姆集团</b>纳斯达克：SWIM计划以19美元至21美元的价格出售2000万股股票。</blockquote></p><p>The company sells fiberglass products that are more durable and use less chemicals, according to the company. Latham sold 8,700 fiberglass pools in 2020 and reported its 11th consecutive year of net sales growth.</p><p><blockquote>据该公司称，该公司销售的玻璃纤维产品更耐用，使用的化学品更少。Latham在2020年销售了8,700个玻璃纤维泳池，并报告了连续11年净销售额增长。</blockquote></p><p>The company had revenue of $408 million in fiscal 2020, and&nbsp;59% of it came from in-ground pool sales.</p><p><blockquote>该公司2020财年的收入为4.08亿美元，其中59%来自地下泳池销售。</blockquote></p><p>In 2018, the company shifted from a business-to-business model to business-to-consumer, making it&nbsp;the only pool company with a direct relationship to the homeowner, according to the company.</p><p><blockquote>据该公司称，2018年，该公司从企业对企业模式转向企业对消费者模式，使其成为唯一一家与房主有直接关系的泳池公司。</blockquote></p><p></p><p>Fiberglass pools are still a small market in North America compared to international markets, Latham says. The company claims to have a No. 1 market-share position in all the categories it competes in for the North American market.</p><p><blockquote>莱瑟姆说，与国际市场相比，玻璃纤维泳池在北美仍然是一个小市场。该公司声称在北美市场竞争的所有类别中拥有第一的市场份额。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KNBE":"KnowBe4, Inc.","SKYT":"SkyWater Technology, Inc.","DV":"DoubleVerify Holdings, Inc.","NPCE":"NeuroPace Inc.","AGTI":"Agiliti, Inc.","SWIM":"Latham Group, Inc.","PATH":"UiPath"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129471770","content_text":"This week’s offerings don’t have quite the same high profile as last week's highly anticipated IPO ofCoinbase GlobalCOIN 5.96%. Nevertheless, there are several excitingIPOsthat investors should consider this week, including UiPath and Latham Holdings.Here is a look at the expected IPO pricings for the week of April 19.DoubleVerify Holdings: Digital media measurement and analytics companyDoubleVerify Holdings NYSE: DV plansto sell 13.3 million shares at a price point of $24 to $27.The company makes security software for digital advertising and claims to have over 1,000 advertisers and publishers as partners, and more than 45 customers that each account for $1 million in annual revenue for DoubleVerify.The company had revenue of $244 million in fiscal 2020, a year-over-year increase of 34%.NeuroPace: Commercial-stage medical device companyNeuroPace NASDAQ: NPCE says it hasthe first and only commercially-available, brain-responsive system to help fight seizures.The company’s target market is customers who have drug-resistant epilepsy. Over 3,000 patients were served by the company through 2020. Neuropace had revenue of $10 million in fiscal 2020 and is guiding for fiscal 2021 revenue of between $11.1 million and $11.3 million.Over $28 billion is spent annually on epilepsy care in the United States. The company plans to sell 5.3 million shares at a price point of $15 to $17.UiPath:Thebiggest IPOof the week is set to be automation companyUiPath IncNYSEPATH, with aplannedoffering of 21.3 million shares at a price point of $43 to $50.The company “makes software robots so people don’t have to be robots.” The company had annual recurring revenue of $580 million in the fiscal year ended January 31, 2021, for a growth rate of 65%. UiPath says it has over 7,900 customers, with over 1,000 of them paying $100,000 or more annually to the company.The company is targeting a market opportunity of $65 billion and believes its open architecture and end-to-end platform set it apart from competitors.SkyWater Technology:Pure-play technology foundrySkyWater Technology NASDAQ: SKYT offerssemiconductor development and manufacturing services, targeting customers in markets like advanced computing, aerospace, defense, automotive and IoT.The company has 35 customers in its advanced technology services including L3Harris andMicrosoft CorporationMSFT 0.48%. SkyWater was divested from Cypress Semiconductor in 2017. The company had revenue of $140.4 million in 2020.SkyWater plans to sell 5.8 million shares at a price point of $12 to $14.KnowBe4:Security platformKnowBe4 Inc NASDAQ: KNBE isseekingto sell 11.8 million shares at a price point of $16 to $18.The company serves over 37,000 customers globally in markets worth $15 billion. The company had 45% revenue growth and $198 million in annual recurring revenue last year. It plans to rapidly grow its international operations, which made up 11.9% of revenue in fiscal 2020.Zymergen: \"Biofacturing\" companyZymergen NASDAQ: ZY plansto sell 13.6 million shares at a price of $28 to $31.The company is working on bio-based products including films that could be used in rollable mobile tablet devices.The company’s first product, Hyaline, was launched in December 2020, and an additional 10 products are in development. The biofacturing market is worth $1.2 trillion. according to the company.Agiliti:Healthcare service provider Agiliti IncNYSEAGTIsays it hasa customer base of over 7,0000 networks and that 90% of U.S. acute and alternate care facilities are within a 100-mile radius of an Agiliti service center. The company is seeking to sell 26.3 million shares at a price point of $18 to $20.Latham Group:A designer, manufacturer and marketer of in-ground residential pools in North America, Australia and New Zealandplansto go public this week.Latham Group NASDAQ: SWIM plans to sell 20 million shares at a price point of $19 to $21.The company sells fiberglass products that are more durable and use less chemicals, according to the company. Latham sold 8,700 fiberglass pools in 2020 and reported its 11th consecutive year of net sales growth.The company had revenue of $408 million in fiscal 2020, and 59% of it came from in-ground pool sales.In 2018, the company shifted from a business-to-business model to business-to-consumer, making it the only pool company with a direct relationship to the homeowner, according to the company.Fiberglass pools are still a small market in North America compared to international markets, Latham says. The company claims to have a No. 1 market-share position in all the categories it competes in for the North American market.","news_type":1,"symbols_score_info":{"SWIM":0.9,"DV":0.9,"KNBE":0.9,"SKYT":0.9,"AGTI":0.9,"NPCE":0.9,"ZY":0.9,"PATH":0.9}},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377507519,"gmtCreate":1619533669131,"gmtModify":1631886735237,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; Comment &amp; Follow ❤️","listText":"Like &amp; Comment &amp; Follow ❤️","text":"Like & Comment & Follow ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/377507519","repostId":"1114032675","repostType":4,"repost":{"id":"1114032675","kind":"news","pubTimestamp":1619533204,"share":"https://www.laohu8.com/m/news/1114032675?lang=zh_CN&edition=full","pubTime":"2021-04-27 22:20","market":"us","language":"en","title":"Boeing shells out $10.7M to settle Pentagon billing case<blockquote>波音公司斥资1070万美元解决五角大楼账单案</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114032675","media":"seekingalpha","summary":"Boeing (BA+0.4%) has quietly agreed to repay the U.S. $10.7M after a three-year investigation conclu","content":"<p>Boeing (BA+0.4%) has quietly agreed to repay the U.S. $10.7M after a three-year investigation concluded it double-billed the militaryfor taxes paid to foreign governments on overseas employees,Bloomberg reports.</p><p><blockquote>据彭博社报道，波音公司(BA+0.4%)在一项为期三年的调查得出结论，该公司向军方重复支付了向外国政府支付的海外雇员税款后，已悄悄同意偿还1070万美元。</blockquote></p><p> The overcharges \"affected hundreds of contracts across numerous Department of Defense entities,\" according to the latest edition of an in-house training newsletter of the Defense Contract Management Agency. The agreement, reached in September, wasn't previously disclosed.</p><p><blockquote>根据国防合同管理局最新版的内部培训通讯，过高收费“影响了国防部众多实体的数百份合同”。该协议于9月份达成，此前并未披露。</blockquote></p><p> \"We can’t provide a list of all countries impacted, but to put the scope into perspective it was more than 35,\" agency spokesman Matthew Montgomery said in an email.</p><p><blockquote>该机构发言人马修·蒙哥马利(Matthew Montgomery)在一封电子邮件中表示：“我们无法提供所有受影响国家的名单，但从范围来看，超过35个国家。”</blockquote></p><p> Shares of Boeingclimbed 25%in the first quarter.Discover a summary of Quant, SA Author and Wall Street ratings on BA.</p><p><blockquote>波音股价第一季度上涨25%。了解Quant、SA作者和华尔街对BA的评级摘要。</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>Boeing shells out $10.7M to settle Pentagon billing case<blockquote>波音公司斥资1070万美元解决五角大楼账单案</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\">\nBoeing shells out $10.7M to settle Pentagon billing case<blockquote>波音公司斥资1070万美元解决五角大楼账单案</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-27 22:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Boeing (BA+0.4%) has quietly agreed to repay the U.S. $10.7M after a three-year investigation concluded it double-billed the militaryfor taxes paid to foreign governments on overseas employees,Bloomberg reports.</p><p><blockquote>据彭博社报道，波音公司(BA+0.4%)在一项为期三年的调查得出结论，该公司向军方重复支付了向外国政府支付的海外雇员税款后，已悄悄同意偿还1070万美元。</blockquote></p><p> The overcharges \"affected hundreds of contracts across numerous Department of Defense entities,\" according to the latest edition of an in-house training newsletter of the Defense Contract Management Agency. The agreement, reached in September, wasn't previously disclosed.</p><p><blockquote>根据国防合同管理局最新版的内部培训通讯，过高收费“影响了国防部众多实体的数百份合同”。该协议于9月份达成，此前并未披露。</blockquote></p><p> \"We can’t provide a list of all countries impacted, but to put the scope into perspective it was more than 35,\" agency spokesman Matthew Montgomery said in an email.</p><p><blockquote>该机构发言人马修·蒙哥马利(Matthew Montgomery)在一封电子邮件中表示：“我们无法提供所有受影响国家的名单，但从范围来看，超过35个国家。”</blockquote></p><p> Shares of Boeingclimbed 25%in the first quarter.Discover a summary of Quant, SA Author and Wall Street ratings on BA.</p><p><blockquote>波音股价第一季度上涨25%。了解Quant、SA作者和华尔街对BA的评级摘要。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3686132-boeing-shells-out-107m-to-settle-pentagon-billing-case\">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":{"BA":"波音"},"source_url":"https://seekingalpha.com/news/3686132-boeing-shells-out-107m-to-settle-pentagon-billing-case","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114032675","content_text":"Boeing (BA+0.4%) has quietly agreed to repay the U.S. $10.7M after a three-year investigation concluded it double-billed the militaryfor taxes paid to foreign governments on overseas employees,Bloomberg reports.\nThe overcharges \"affected hundreds of contracts across numerous Department of Defense entities,\" according to the latest edition of an in-house training newsletter of the Defense Contract Management Agency. The agreement, reached in September, wasn't previously disclosed.\n\"We can’t provide a list of all countries impacted, but to put the scope into perspective it was more than 35,\" agency spokesman Matthew Montgomery said in an email.\nShares of Boeingclimbed 25%in the first quarter.Discover a summary of Quant, SA Author and Wall Street ratings on BA.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342923791,"gmtCreate":1618155549613,"gmtModify":1634294679438,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Can EV maintain uptrend?","listText":"Can EV maintain uptrend?","text":"Can EV maintain uptrend?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/342923791","repostId":"1142324412","repostType":4,"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":690181803,"gmtCreate":1639647095013,"gmtModify":1639647095198,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"like &amp; comment!","listText":"like &amp; comment!","text":"like & comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690181803","repostId":"1124607703","repostType":4,"repost":{"id":"1124607703","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":1639646570,"share":"https://www.laohu8.com/m/news/1124607703?lang=zh_CN&edition=full","pubTime":"2021-12-16 17:22","market":"us","language":"en","title":"Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter<blockquote>携程网盘前交易上涨逾4%，第三季度营收达53亿元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124607703","media":"Tiger Newspress","summary":"Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third q","content":"<p>Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter.<img src=\"https://static.tigerbbs.com/53c1005b67645f756e2c1dfbde1a2276\" tg-width=\"771\" tg-height=\"563\" width=\"100%\" height=\"auto\">According to the financial report, the revenue in the third quarter was 5.3 billion yuan. In terms of business, the income from accommodation booking was 2.2 billion yuan, the income from transportation ticketing was 1.8 billion yuan, the income from tourism and vacation was 392 million yuan, and the income from business travel management was 338 million yuan. </p><p><blockquote>携程网第三季度营收达到53亿元人民币，盘前交易股价上涨超过4%。财报显示，第三季度营收53亿元。分业务看，住宿预订收入22亿元，交通票务收入18亿元，旅游度假收入3.92亿元，商旅管理收入3.38亿元。</blockquote></p><p> The adjusted EBITDA (profit before tax, interest, depreciation and amortization) is 537 million yuan, and the adjusted EBITDA profit rate is 10%.</p><p><blockquote>调整后EBITDA（税息折旧摊销前利润）为5.37亿元，调整后EBITDA利润率为10%。</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>Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter<blockquote>携程网盘前交易上涨逾4%，第三季度营收达53亿元</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\">\nTrip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter<blockquote>携程网盘前交易上涨逾4%，第三季度营收达53亿元</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\">2021-12-16 17:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter.<img src=\"https://static.tigerbbs.com/53c1005b67645f756e2c1dfbde1a2276\" tg-width=\"771\" tg-height=\"563\" width=\"100%\" height=\"auto\">According to the financial report, the revenue in the third quarter was 5.3 billion yuan. In terms of business, the income from accommodation booking was 2.2 billion yuan, the income from transportation ticketing was 1.8 billion yuan, the income from tourism and vacation was 392 million yuan, and the income from business travel management was 338 million yuan. </p><p><blockquote>携程网第三季度营收达到53亿元人民币，盘前交易股价上涨超过4%。财报显示，第三季度营收53亿元。分业务看，住宿预订收入22亿元，交通票务收入18亿元，旅游度假收入3.92亿元，商旅管理收入3.38亿元。</blockquote></p><p> The adjusted EBITDA (profit before tax, interest, depreciation and amortization) is 537 million yuan, and the adjusted EBITDA profit rate is 10%.</p><p><blockquote>调整后EBITDA（税息折旧摊销前利润）为5.37亿元，调整后EBITDA利润率为10%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCOM":"携程网"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124607703","content_text":"Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter.According to the financial report, the revenue in the third quarter was 5.3 billion yuan. In terms of business, the income from accommodation booking was 2.2 billion yuan, the income from transportation ticketing was 1.8 billion yuan, the income from tourism and vacation was 392 million yuan, and the income from business travel management was 338 million yuan. \nThe adjusted EBITDA (profit before tax, interest, depreciation and amortization) is 537 million yuan, and the adjusted EBITDA profit rate is 10%.","news_type":1,"symbols_score_info":{"TCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":1903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609845021,"gmtCreate":1638270576539,"gmtModify":1638270576659,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; comment pls","listText":"Like &amp; comment pls","text":"Like & comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609845021","repostId":"2187586148","repostType":4,"isVote":1,"tweetType":1,"viewCount":2305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379274729,"gmtCreate":1618754916561,"gmtModify":1631891941052,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like and comments ;)","listText":"Like and comments ;)","text":"Like and comments ;)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/379274729","repostId":"1179330583","repostType":4,"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377507066,"gmtCreate":1619533618455,"gmtModify":1631886735264,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; Comment &amp; Follow ❤️","listText":"Like &amp; Comment &amp; Follow ❤️","text":"Like & Comment & Follow ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377507066","repostId":"2130522345","repostType":4,"repost":{"id":"2130522345","kind":"highlight","pubTimestamp":1619484161,"share":"https://www.laohu8.com/m/news/2130522345?lang=zh_CN&edition=full","pubTime":"2021-04-27 08:42","market":"us","language":"en","title":"AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD收益：数据中心所有者是在“消化”还是只是不购买英特尔芯片？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2130522345","media":"MarketWatch","summary":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined. AMD first launched the EPYC family of server chips in 2017. AMD. Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.AMD $$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $$ reported results last week, the market-share leader","content":"<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined</p><p><blockquote>在最大竞争对手的服务器销售额下降后，包括数据中心销售额在内的AMD部门的收入预计将增长近两倍</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615a522a230f802ea7b3c7554e6a350b\" tg-width=\"1259\" tg-height=\"709\"><span>AMD first launched the EPYC family of server chips in 2017. AMD</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD于2017年首次推出了EPYC系列服务器芯片。AMD</span></p></blockquote></p><p> Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.</p><p><blockquote>据英特尔公司报道，Advanced Micro Devices Inc.的收益将表明数据中心市场是否真正处于“消化”阶段。</blockquote></p><p> AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.</p><p><blockquote>AMD<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>定于周二收盘后公布第一季度收益。当英特尔<a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>这家市场份额领先者在上周公布的业绩中指出，由于其数据中心销售额同比下降20%，市场刚刚从“消化阶段”触底。</blockquote></p><p> Analysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel</p><p><blockquote>然而，分析师质疑这种“消化阶段”的描述，而是质疑AMD是否正在从英特尔手中夺走市场份额</blockquote></p><p> Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .</p><p><blockquote>华尔街平均预计AMD的企业、嵌入式和半定制销售额（其中包括数据中心和游戏机芯片）将达到13亿美元，几乎是该公司去年同期报告的3.48亿美元的三倍。</blockquote></p><p> This all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>这一切都发生在微芯片持续短缺的情况下，以满足全球行业的需求，制造芯片设计使用的硅片的公司正在努力清除长达数月的等待名单。</blockquote></p><p> AMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.</p><p><blockquote>AMD在上一份财报中表示，预计数据中心和游戏销售增长将持续到2021年。AMD预计将公布18.9亿美元的计算和图形销售额，比一年前相对温和地增长31%。</blockquote></p><p> In early April, shareholders from AMD and Xilinx Inc.&nbsp;approved a $35 billion wrap-up between the two companies. In March, the company announced a&nbsp;new gaming card.</p><p><blockquote>4月初，AMD和Xilinx Inc.的股东批准了两家公司之间350亿美元的合并。三月份，该公司宣布了一款新的游戏卡。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.</p><p><blockquote>盈利：在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为44美分，高于本季度初预期的每股35美分和去年同期报告的每股18美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益48美分的估计。</blockquote></p><p> Revenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.</p><p><blockquote>营收：早在1月份，AMD就预测第一季度销售额在31亿美元至33亿美元之间，而当时分析师平均预测营收为26.8亿美元。目前，31名分析师平均预计营收为31.8亿美元，高于去年同期的17.9亿美元。Estimize预计营收为32.5亿美元。</blockquote></p><p> Stock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&amp;P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.</p><p><blockquote>股票走势：第一季度，AMD股价下跌14.4%。相比之下，PHLX半导体指数上涨11.8%，标普500指数上涨5.8%，以科技股为主的纳斯达克综合指数上涨2.8%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为115美元，他表示，PC和图形处理部门的检查表明第一季度需求持续强劲。</blockquote></p><p> \"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"</p><p><blockquote>Rolland表示：“虽然许多人认为产能限制限制了上行空间，但我们相信AMD正在迅速成为[台积电公司(2330.TW)]首选的‘CPU’合作伙伴，因为英特尔的IDM 2.0战略似乎对代工厂的竞争力越来越强。”“因此，如果AMD收到足够多的晶圆来跟踪全年指导甚至更长时间，我们不会感到惊讶。”</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>刚刚恢复对AMD预期的分析师约瑟夫·摩尔(Joseph Moore)表示，他预计AMD的盈利将高于市场普遍预期，“全面需求强劲，以及基板和较小程度上晶圆造成的供应限制”。</blockquote></p><p> Moore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Sony Group Corp.'s gaming consoles.</p><p><blockquote>摩尔预计晶圆厂将继续优先考虑服务器和“发烧友桌面微处理器”等高利润产品，以及微软公司等“利润最低的战略和独家采购客户”<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>和索尼集团公司的游戏机。</blockquote></p><p> \"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.</p><p><blockquote>摩尔表示：“由于竞争对手也面临供应限制，整体定价应该是健康的。”分析师预计AMD 2021财年每股收益为2.04美元，2022财年每股收益为2.59美元，2023财年每股收益为2.90美元，而FactSet调查的分析师预计每股收益分别为1.95美元、2.51美元和3.23美元。</blockquote></p><p> B of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"</p><p><blockquote>B of A Securities分析师Vivek Arya的目标价为100美元，他在谈到更大的芯片市场时表示，“供应限制可能会限制第一季度的优异表现/第二季度的前景，但会将周期延长至2022年”</blockquote></p><p> For AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"</p><p><blockquote>对于AMD来说，“它能否从台积电获得足够的增量供应，以超越其本已强劲的2021年同比37%的销售前景，同时坚定地说服投资者相信INTC股价上涨？”</blockquote></p><p></p><p> Of the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.</p><p><blockquote>在关注AMD的36名分析师中，21名给予买入或跑赢大盘评级，12名给予持有评级，3名给予卖出评级，平均目标价为100.50美元。</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>AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD收益：数据中心所有者是在“消化”还是只是不购买英特尔芯片？</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\">\nAMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD收益：数据中心所有者是在“消化”还是只是不购买英特尔芯片？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-27 08:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined</p><p><blockquote>在最大竞争对手的服务器销售额下降后，包括数据中心销售额在内的AMD部门的收入预计将增长近两倍</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615a522a230f802ea7b3c7554e6a350b\" tg-width=\"1259\" tg-height=\"709\"><span>AMD first launched the EPYC family of server chips in 2017. AMD</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD于2017年首次推出了EPYC系列服务器芯片。AMD</span></p></blockquote></p><p> Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.</p><p><blockquote>据英特尔公司报道，Advanced Micro Devices Inc.的收益将表明数据中心市场是否真正处于“消化”阶段。</blockquote></p><p> AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.</p><p><blockquote>AMD<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>定于周二收盘后公布第一季度收益。当英特尔<a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>这家市场份额领先者在上周公布的业绩中指出，由于其数据中心销售额同比下降20%，市场刚刚从“消化阶段”触底。</blockquote></p><p> Analysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel</p><p><blockquote>然而，分析师质疑这种“消化阶段”的描述，而是质疑AMD是否正在从英特尔手中夺走市场份额</blockquote></p><p> Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .</p><p><blockquote>华尔街平均预计AMD的企业、嵌入式和半定制销售额（其中包括数据中心和游戏机芯片）将达到13亿美元，几乎是该公司去年同期报告的3.48亿美元的三倍。</blockquote></p><p> This all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>这一切都发生在微芯片持续短缺的情况下，以满足全球行业的需求，制造芯片设计使用的硅片的公司正在努力清除长达数月的等待名单。</blockquote></p><p> AMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.</p><p><blockquote>AMD在上一份财报中表示，预计数据中心和游戏销售增长将持续到2021年。AMD预计将公布18.9亿美元的计算和图形销售额，比一年前相对温和地增长31%。</blockquote></p><p> In early April, shareholders from AMD and Xilinx Inc.&nbsp;approved a $35 billion wrap-up between the two companies. In March, the company announced a&nbsp;new gaming card.</p><p><blockquote>4月初，AMD和Xilinx Inc.的股东批准了两家公司之间350亿美元的合并。三月份，该公司宣布了一款新的游戏卡。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.</p><p><blockquote>盈利：在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为44美分，高于本季度初预期的每股35美分和去年同期报告的每股18美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益48美分的估计。</blockquote></p><p> Revenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.</p><p><blockquote>营收：早在1月份，AMD就预测第一季度销售额在31亿美元至33亿美元之间，而当时分析师平均预测营收为26.8亿美元。目前，31名分析师平均预计营收为31.8亿美元，高于去年同期的17.9亿美元。Estimize预计营收为32.5亿美元。</blockquote></p><p> Stock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&amp;P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.</p><p><blockquote>股票走势：第一季度，AMD股价下跌14.4%。相比之下，PHLX半导体指数上涨11.8%，标普500指数上涨5.8%，以科技股为主的纳斯达克综合指数上涨2.8%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为115美元，他表示，PC和图形处理部门的检查表明第一季度需求持续强劲。</blockquote></p><p> \"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"</p><p><blockquote>Rolland表示：“虽然许多人认为产能限制限制了上行空间，但我们相信AMD正在迅速成为[台积电公司(2330.TW)]首选的‘CPU’合作伙伴，因为英特尔的IDM 2.0战略似乎对代工厂的竞争力越来越强。”“因此，如果AMD收到足够多的晶圆来跟踪全年指导甚至更长时间，我们不会感到惊讶。”</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>刚刚恢复对AMD预期的分析师约瑟夫·摩尔(Joseph Moore)表示，他预计AMD的盈利将高于市场普遍预期，“全面需求强劲，以及基板和较小程度上晶圆造成的供应限制”。</blockquote></p><p> Moore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Sony Group Corp.'s gaming consoles.</p><p><blockquote>摩尔预计晶圆厂将继续优先考虑服务器和“发烧友桌面微处理器”等高利润产品，以及微软公司等“利润最低的战略和独家采购客户”<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>和索尼集团公司的游戏机。</blockquote></p><p> \"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.</p><p><blockquote>摩尔表示：“由于竞争对手也面临供应限制，整体定价应该是健康的。”分析师预计AMD 2021财年每股收益为2.04美元，2022财年每股收益为2.59美元，2023财年每股收益为2.90美元，而FactSet调查的分析师预计每股收益分别为1.95美元、2.51美元和3.23美元。</blockquote></p><p> B of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"</p><p><blockquote>B of A Securities分析师Vivek Arya的目标价为100美元，他在谈到更大的芯片市场时表示，“供应限制可能会限制第一季度的优异表现/第二季度的前景，但会将周期延长至2022年”</blockquote></p><p> For AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"</p><p><blockquote>对于AMD来说，“它能否从台积电获得足够的增量供应，以超越其本已强劲的2021年同比37%的销售前景，同时坚定地说服投资者相信INTC股价上涨？”</blockquote></p><p></p><p> Of the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.</p><p><blockquote>在关注AMD的36名分析师中，21名给予买入或跑赢大盘评级，12名给予持有评级，3名给予卖出评级，平均目标价为100.50美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?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":{},"source_url":"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130522345","content_text":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined\nAMD first launched the EPYC family of server chips in 2017. AMD\nAdvanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.\nAMD $(AMD)$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $(INTC)$ reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.\nAnalysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel\nWall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .\nThis all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.\nAMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.\nIn early April, shareholders from AMD and Xilinx Inc. approved a $35 billion wrap-up between the two companies. In March, the company announced a new gaming card.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.\nRevenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.\nStock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.\nWhat analysts are saying\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.\n\"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"\nMorgan Stanley analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"\nMoore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s $(MSFT)$ and Sony Group Corp.'s gaming consoles.\n\"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.\nB of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"\nFor AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"\nOf the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158023038,"gmtCreate":1625114795424,"gmtModify":1631886735155,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158023038","repostId":"1178516480","repostType":4,"repost":{"id":"1178516480","kind":"news","pubTimestamp":1625094708,"share":"https://www.laohu8.com/m/news/1178516480?lang=zh_CN&edition=full","pubTime":"2021-07-01 07:11","market":"us","language":"en","title":"S&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178516480","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as inves","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p><p><blockquote>纽约（路透社）-标普500周三连续第五次创下收盘新高，投资者在本月和本季度结束时基本上摆脱了积极的经济数据，并期待周五备受期待的就业报告。</blockquote></p><p> In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p><p><blockquote>在2021年上半年的最后一个交易日，股指低迷且区间震荡，蓝筹股道指上涨，而纳斯达克则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p><p><blockquote>三大指数均连续第五个季度上涨，标准普尔指数上涨8.2%，纳斯达克指数上涨9.5%，道指上涨4.6%。标普500上半年表现为1998年以来第二好，上涨14.5%。</blockquote></p><p> “It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p><p><blockquote>“这是一个不错的季度，”康涅狄格州费尔菲尔德Dakota Wealth的高级投资组合经理罗伯特·帕夫利克(Robert Pavlik)表示。“截至昨晚收盘，标普今年迄今已上涨超过14%，超过道指和纳斯达克。这表明股市正在出现广泛反弹。”</blockquote></p><p> For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p><p><blockquote>本月，领头羊标普500连续第五次上涨，而道琼斯指数结束了四个月的连涨，小幅收低。纳斯达克在6月份也取得了进展。</blockquote></p><p> This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p><p><blockquote>本月，投资者的兴趣从对经济敏感的周期性股票转向成长型股票。</blockquote></p><p> “Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p><p><blockquote>“今年迄今为止的领先行业正如你所预期的那样，”帕夫利克补充道。“能源、金融和工业，这表明经济环境正处于周期的早期阶段。”</blockquote></p><p> “(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p><p><blockquote>帕夫利克补充道：“在人们开始接受（美联储主席杰罗姆）鲍威尔关注暂时性通胀的言论后，（投资者）开始转向增长（股票）。”</blockquote></p><p> “Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p><p><blockquote>“一些重新开放的交易已经持续了一段时间，这正在引导人们恢复增长。”</blockquote></p><p> (Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p><p><blockquote>（图：6月份成长股跑赢价值股，年初至今差距缩小，）</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p><p><blockquote>纽约Inverness Counsel首席投资策略师蒂姆·格里斯基(Tim Ghriskey)表示：“整体股市继续上涨，在相当长一段时间内持续上涨。”“虽然按照历史标准来看估值肯定很高，但受益于经济复苏，估值一直处于相当稳定的水平。”</blockquote></p><p> The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p><p><blockquote>根据薪资处理机构ADP的数据，私营部门6月份增加了692,000个就业岗位，轻松超出预期。这一数字比经济学家在劳工部周五发布的更全面的就业报告中预测的私人就业人数高出92,000人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p><p><blockquote>道琼斯工业平均指数上涨210.22点，涨幅0.61%，至34,502.51点；标普500上涨5.7点，涨幅0.13%，至4,297.5点；纳斯达克综合指数下跌24.38点，涨幅0.17%，至14,503.95点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p><p><blockquote>在标准普尔11个主要板块中，有6个板块收高，其中能源板块涨幅最大。房地产是当天最大的输家。</blockquote></p><p> Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p><p><blockquote>德国国防部宣布将购买该飞机制造商的五架P-8A海上控制飞机，波音公司股价上涨1.6%，此前联合航空公布了有史以来最大的新飞机订单。</blockquote></p><p> Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p><p><blockquote>沃尔玛周二宣布将开始销售仅限处方的胰岛素类似物，股价上涨2.7%。</blockquote></p><p> Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p><p><blockquote>美光科技在季度财报发布前上涨2.5%，但在芯片制造商公布季度业绩后，盘后交易中相对没有变化。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.35比1；在纳斯达克，1.19比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p><p><blockquote>标普500创下20个52周新高，无新低；纳斯达克综合指数录得70个新高和36个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为108.5亿股，而过去20个交易日的平均成交量为110.5亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</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\">\nS&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-01 07:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p><p><blockquote>纽约（路透社）-标普500周三连续第五次创下收盘新高，投资者在本月和本季度结束时基本上摆脱了积极的经济数据，并期待周五备受期待的就业报告。</blockquote></p><p> In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p><p><blockquote>在2021年上半年的最后一个交易日，股指低迷且区间震荡，蓝筹股道指上涨，而纳斯达克则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p><p><blockquote>三大指数均连续第五个季度上涨，标准普尔指数上涨8.2%，纳斯达克指数上涨9.5%，道指上涨4.6%。标普500上半年表现为1998年以来第二好，上涨14.5%。</blockquote></p><p> “It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p><p><blockquote>“这是一个不错的季度，”康涅狄格州费尔菲尔德Dakota Wealth的高级投资组合经理罗伯特·帕夫利克(Robert Pavlik)表示。“截至昨晚收盘，标普今年迄今已上涨超过14%，超过道指和纳斯达克。这表明股市正在出现广泛反弹。”</blockquote></p><p> For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p><p><blockquote>本月，领头羊标普500连续第五次上涨，而道琼斯指数结束了四个月的连涨，小幅收低。纳斯达克在6月份也取得了进展。</blockquote></p><p> This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p><p><blockquote>本月，投资者的兴趣从对经济敏感的周期性股票转向成长型股票。</blockquote></p><p> “Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p><p><blockquote>“今年迄今为止的领先行业正如你所预期的那样，”帕夫利克补充道。“能源、金融和工业，这表明经济环境正处于周期的早期阶段。”</blockquote></p><p> “(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p><p><blockquote>帕夫利克补充道：“在人们开始接受（美联储主席杰罗姆）鲍威尔关注暂时性通胀的言论后，（投资者）开始转向增长（股票）。”</blockquote></p><p> “Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p><p><blockquote>“一些重新开放的交易已经持续了一段时间，这正在引导人们恢复增长。”</blockquote></p><p> (Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p><p><blockquote>（图：6月份成长股跑赢价值股，年初至今差距缩小，）</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p><p><blockquote>纽约Inverness Counsel首席投资策略师蒂姆·格里斯基(Tim Ghriskey)表示：“整体股市继续上涨，在相当长一段时间内持续上涨。”“虽然按照历史标准来看估值肯定很高，但受益于经济复苏，估值一直处于相当稳定的水平。”</blockquote></p><p> The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p><p><blockquote>根据薪资处理机构ADP的数据，私营部门6月份增加了692,000个就业岗位，轻松超出预期。这一数字比经济学家在劳工部周五发布的更全面的就业报告中预测的私人就业人数高出92,000人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p><p><blockquote>道琼斯工业平均指数上涨210.22点，涨幅0.61%，至34,502.51点；标普500上涨5.7点，涨幅0.13%，至4,297.5点；纳斯达克综合指数下跌24.38点，涨幅0.17%，至14,503.95点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p><p><blockquote>在标准普尔11个主要板块中，有6个板块收高，其中能源板块涨幅最大。房地产是当天最大的输家。</blockquote></p><p> Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p><p><blockquote>德国国防部宣布将购买该飞机制造商的五架P-8A海上控制飞机，波音公司股价上涨1.6%，此前联合航空公布了有史以来最大的新飞机订单。</blockquote></p><p> Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p><p><blockquote>沃尔玛周二宣布将开始销售仅限处方的胰岛素类似物，股价上涨2.7%。</blockquote></p><p> Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p><p><blockquote>美光科技在季度财报发布前上涨2.5%，但在芯片制造商公布季度业绩后，盘后交易中相对没有变化。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.35比1；在纳斯达克，1.19比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p><p><blockquote>标普500创下20个52周新高，无新低；纳斯达克综合指数录得70个新高和36个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为108.5亿股，而过去20个交易日的平均成交量为110.5亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R\">Reuters</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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178516480","content_text":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.\nIn the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.\nAll three indexes posted their fifth consecutive quarterly gains, with the S&P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&P 500 registered its second-best first-half performance since 1998, rising 14.5%.\n“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”\nFor the month, the bellwether S&P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.\nThis month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.\n“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”\n“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.\n“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”\n(Graphic: Growths stocks outperform value in June, narrow YTD gap, )\n“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”\nThe private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.\nThe Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.\nAmong the 11 major sectors in the S&P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.\nBoeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.\nWalmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.\nMicron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.\nThe S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.\nVolume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100489053,"gmtCreate":1619629636572,"gmtModify":1631886735164,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; comment ❤️","listText":"Like &amp; comment ❤️","text":"Like & comment ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/100489053","repostId":"1194446574","repostType":4,"repost":{"id":"1194446574","kind":"news","pubTimestamp":1619622803,"share":"https://www.laohu8.com/m/news/1194446574?lang=zh_CN&edition=full","pubTime":"2021-04-28 23:13","market":"fut","language":"en","title":"Goldman bullish on commodities, sees gold holding off bitcoin as safe haven<blockquote>高盛看好大宗商品，认为黄金作为避风港拖累比特币</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194446574","media":"seekingalpha","summary":"In a recent note put out by Goldman Sachs, they believe the commodities space will gain continued su","content":"<p>In a recent note put out by Goldman Sachs, they believe the commodities space will gain continued support over thenext six months on positive forecasted demand.</p><p><blockquote>在高盛最近发布的一份报告中，他们认为，由于积极的需求预测，大宗商品领域将在未来六个月内获得持续支撑。</blockquote></p><p>The investment bank has mentioned that they see commodities rallying another 13.5%, with oil reaching $80/bbl, copper rising to $11,000 per tonne and gold holding off bitcoin as a safe haven investment.</p><p><blockquote>该投资银行提到，他们认为大宗商品将再上涨13.5%，石油达到80美元/桶，铜升至每吨11,000美元，黄金将比特币作为避险投资。</blockquote></p><p>Per&nbsp;Reuters, Goldman Sachs stated: \"We expect the biggest jump in oil demand ever, a 5.2 million barrels per day rise over the next six months,\" relating to the buildup in traveling demand and increasing vaccine rollouts throughout Europe.</p><p><blockquote>据路透社报道，高盛表示：“我们预计未来六个月石油需求将出现有史以来最大增幅，每天增加520万桶”，这与整个欧洲旅行需求的增加和疫苗推广的增加有关。</blockquote></p><p>For investors that share a similar sentiment and are interested in the energy markets see a handful of exchange traded funds:(NYSEARCA:USO),(NYSEARCA:XLE),(NYSEARCA:UCO),(NYSEARCA:XOP),(NYSEARCA:VDE),(NYSEARCA:GUSH),(NYSEARCA:OIH),(NYSEARCA:ERX),(NYSE:BGR),(NYSEARCA:BNO).</p><p><blockquote>对于有类似观点并对能源市场感兴趣的投资者，请参阅一些交易所交易基金：(NYSEARCA：USO)、(NYSEARCA：XLE)、(NYSEARCA：UCO)、(NYSEARCA：XOP)、(NYSEARCA：VDE)、(NYSEARCA：GUSH)、(NYSEARCA：OIH)、(NYSEARCA：ERX)、(NYSEARCA：BGR)、(NYSEARCA：BNO)。</blockquote></p><p>Aside from oil, Goldman Sachs has also upgraded their outlook on copper. Goldman has forecasted the price of copper to reach $11,000 per tonne, setting a 12-month target.</p><p><blockquote>除了石油，高盛也上调了对铜的展望。高盛预测铜价将达到每吨11,000美元，并设定了12个月的目标。</blockquote></p><p>Copper has surged of late, approaching $10,000 per tonne on the London Metal Exchange. Furthermore, copper has not seen these current levels in over ten years. The last time prices were this high was back in 2011.</p><p><blockquote>伦敦金属交易所铜价最近飙升，接近每吨10,000美元。此外，铜价已经十多年没有达到目前的水平了。上一次价格如此之高是在2011年。</blockquote></p><p>A few of copper ETFs and ETNs to analyze are:(NYSEARCA:COPX),(JJCTF), and(NYSEARCA:JJC), and(NYSEARCA:CPER).</p><p><blockquote>需要分析的一些铜ETF和ETN包括：(NYSEARCA：COPX)、(JJCTF)、(NYSEARCA：JJC)和(NYSEARCA：CPER)。</blockquote></p><p>Goldman Sachs also sees gold reaching levels of $2,000 over the course of the next six months. Gold which has seen a selloff since August of 2020, has witnessed a recent rise in April. Since March 31st of this year, gold has risen nearly&nbsp;+5.5%&nbsp;from $1,678 to $1,768.</p><p><blockquote>高盛还预计金价将在未来六个月内达到2,000美元的水平。黄金自2020年8月以来一直遭到抛售，最近在4月份出现了上涨。自今年3月31日以来，黄金已从1678美元上涨近+5.5%至1768美元。</blockquote></p><p>During the same time as gold's recent rise, bitcoin (BTC-USD) has slid. Since March 31st, bitcoin has sold off nearly&nbsp;-6.00%. Goldman believes it's still too premature for bitcoin to compete with gold for demand as a safe haven investment.</p><p><blockquote>在黄金近期上涨的同时，比特币（BTC-USD）却出现了下滑。3月31日以来，比特币累计抛售近-6.00%。高盛认为，比特币作为避险投资与黄金争夺需求还为时过早。</blockquote></p><p>In the recent note, the bank said: \"While bitcoin benefits from greater liquidity, it suffers from lack of real use and weak environmental, social, governance ESG scoring, due to its high energy consumption,\"</p><p><blockquote>该银行在最近的报告中表示：“虽然比特币受益于更大的流动性，但由于其高能耗，它缺乏实际使用，环境、社会、治理ESG评分较弱。”</blockquote></p><p>(NYSEARCA:GLD),(NYSEARCA:GDX),(NYSEARCA:IAU), and(NYSEARCA:SGOL)are some gold-related exchange traded funds that can be useful for market participants to examine.</p><p><blockquote>(NYSEARCA：GLD)、(NYSEARCA：GDX)、(NYSEARCA：IAU)和(NYSEARCA：SGOL)是一些与黄金相关的交易所交易基金，可供市场参与者检查。</blockquote></p><p>VanEck CEO, Jan van Eck, shares a similar view with Goldman Sachs as he stated in a recent interview, \"I think that commodity companies are disciplined to not supply too much into the market, so I think higher prices are here to stay across the commodity spectrum.\"</p><p><blockquote>VanEck首席执行官Jan van Eck与高盛持有类似的观点，他在最近的一次采访中表示，“我认为大宗商品公司有纪律，不会向市场供应太多商品，因此我认为整个市场的价格都会上涨。商品光谱。”</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>Goldman bullish on commodities, sees gold holding off bitcoin as safe haven<blockquote>高盛看好大宗商品，认为黄金作为避风港拖累比特币</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\">\nGoldman bullish on commodities, sees gold holding off bitcoin as safe haven<blockquote>高盛看好大宗商品，认为黄金作为避风港拖累比特币</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-28 23:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In a recent note put out by Goldman Sachs, they believe the commodities space will gain continued support over thenext six months on positive forecasted demand.</p><p><blockquote>在高盛最近发布的一份报告中，他们认为，由于积极的需求预测，大宗商品领域将在未来六个月内获得持续支撑。</blockquote></p><p>The investment bank has mentioned that they see commodities rallying another 13.5%, with oil reaching $80/bbl, copper rising to $11,000 per tonne and gold holding off bitcoin as a safe haven investment.</p><p><blockquote>该投资银行提到，他们认为大宗商品将再上涨13.5%，石油达到80美元/桶，铜升至每吨11,000美元，黄金将比特币作为避险投资。</blockquote></p><p>Per&nbsp;Reuters, Goldman Sachs stated: \"We expect the biggest jump in oil demand ever, a 5.2 million barrels per day rise over the next six months,\" relating to the buildup in traveling demand and increasing vaccine rollouts throughout Europe.</p><p><blockquote>据路透社报道，高盛表示：“我们预计未来六个月石油需求将出现有史以来最大增幅，每天增加520万桶”，这与整个欧洲旅行需求的增加和疫苗推广的增加有关。</blockquote></p><p>For investors that share a similar sentiment and are interested in the energy markets see a handful of exchange traded funds:(NYSEARCA:USO),(NYSEARCA:XLE),(NYSEARCA:UCO),(NYSEARCA:XOP),(NYSEARCA:VDE),(NYSEARCA:GUSH),(NYSEARCA:OIH),(NYSEARCA:ERX),(NYSE:BGR),(NYSEARCA:BNO).</p><p><blockquote>对于有类似观点并对能源市场感兴趣的投资者，请参阅一些交易所交易基金：(NYSEARCA：USO)、(NYSEARCA：XLE)、(NYSEARCA：UCO)、(NYSEARCA：XOP)、(NYSEARCA：VDE)、(NYSEARCA：GUSH)、(NYSEARCA：OIH)、(NYSEARCA：ERX)、(NYSEARCA：BGR)、(NYSEARCA：BNO)。</blockquote></p><p>Aside from oil, Goldman Sachs has also upgraded their outlook on copper. Goldman has forecasted the price of copper to reach $11,000 per tonne, setting a 12-month target.</p><p><blockquote>除了石油，高盛也上调了对铜的展望。高盛预测铜价将达到每吨11,000美元，并设定了12个月的目标。</blockquote></p><p>Copper has surged of late, approaching $10,000 per tonne on the London Metal Exchange. Furthermore, copper has not seen these current levels in over ten years. The last time prices were this high was back in 2011.</p><p><blockquote>伦敦金属交易所铜价最近飙升，接近每吨10,000美元。此外，铜价已经十多年没有达到目前的水平了。上一次价格如此之高是在2011年。</blockquote></p><p>A few of copper ETFs and ETNs to analyze are:(NYSEARCA:COPX),(JJCTF), and(NYSEARCA:JJC), and(NYSEARCA:CPER).</p><p><blockquote>需要分析的一些铜ETF和ETN包括：(NYSEARCA：COPX)、(JJCTF)、(NYSEARCA：JJC)和(NYSEARCA：CPER)。</blockquote></p><p>Goldman Sachs also sees gold reaching levels of $2,000 over the course of the next six months. Gold which has seen a selloff since August of 2020, has witnessed a recent rise in April. Since March 31st of this year, gold has risen nearly&nbsp;+5.5%&nbsp;from $1,678 to $1,768.</p><p><blockquote>高盛还预计金价将在未来六个月内达到2,000美元的水平。黄金自2020年8月以来一直遭到抛售，最近在4月份出现了上涨。自今年3月31日以来，黄金已从1678美元上涨近+5.5%至1768美元。</blockquote></p><p>During the same time as gold's recent rise, bitcoin (BTC-USD) has slid. Since March 31st, bitcoin has sold off nearly&nbsp;-6.00%. Goldman believes it's still too premature for bitcoin to compete with gold for demand as a safe haven investment.</p><p><blockquote>在黄金近期上涨的同时，比特币（BTC-USD）却出现了下滑。3月31日以来，比特币累计抛售近-6.00%。高盛认为，比特币作为避险投资与黄金争夺需求还为时过早。</blockquote></p><p>In the recent note, the bank said: \"While bitcoin benefits from greater liquidity, it suffers from lack of real use and weak environmental, social, governance ESG scoring, due to its high energy consumption,\"</p><p><blockquote>该银行在最近的报告中表示：“虽然比特币受益于更大的流动性，但由于其高能耗，它缺乏实际使用，环境、社会、治理ESG评分较弱。”</blockquote></p><p>(NYSEARCA:GLD),(NYSEARCA:GDX),(NYSEARCA:IAU), and(NYSEARCA:SGOL)are some gold-related exchange traded funds that can be useful for market participants to examine.</p><p><blockquote>(NYSEARCA：GLD)、(NYSEARCA：GDX)、(NYSEARCA：IAU)和(NYSEARCA：SGOL)是一些与黄金相关的交易所交易基金，可供市场参与者检查。</blockquote></p><p>VanEck CEO, Jan van Eck, shares a similar view with Goldman Sachs as he stated in a recent interview, \"I think that commodity companies are disciplined to not supply too much into the market, so I think higher prices are here to stay across the commodity spectrum.\"</p><p><blockquote>VanEck首席执行官Jan van Eck与高盛持有类似的观点，他在最近的一次采访中表示，“我认为大宗商品公司有纪律，不会向市场供应太多商品，因此我认为整个市场的价格都会上涨。商品光谱。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3686894-goldman-sachs-is-bullish-on-commodities\">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":{},"source_url":"https://seekingalpha.com/news/3686894-goldman-sachs-is-bullish-on-commodities","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194446574","content_text":"In a recent note put out by Goldman Sachs, they believe the commodities space will gain continued support over thenext six months on positive forecasted demand.The investment bank has mentioned that they see commodities rallying another 13.5%, with oil reaching $80/bbl, copper rising to $11,000 per tonne and gold holding off bitcoin as a safe haven investment.Per Reuters, Goldman Sachs stated: \"We expect the biggest jump in oil demand ever, a 5.2 million barrels per day rise over the next six months,\" relating to the buildup in traveling demand and increasing vaccine rollouts throughout Europe.For investors that share a similar sentiment and are interested in the energy markets see a handful of exchange traded funds:(NYSEARCA:USO),(NYSEARCA:XLE),(NYSEARCA:UCO),(NYSEARCA:XOP),(NYSEARCA:VDE),(NYSEARCA:GUSH),(NYSEARCA:OIH),(NYSEARCA:ERX),(NYSE:BGR),(NYSEARCA:BNO).Aside from oil, Goldman Sachs has also upgraded their outlook on copper. Goldman has forecasted the price of copper to reach $11,000 per tonne, setting a 12-month target.Copper has surged of late, approaching $10,000 per tonne on the London Metal Exchange. Furthermore, copper has not seen these current levels in over ten years. The last time prices were this high was back in 2011.A few of copper ETFs and ETNs to analyze are:(NYSEARCA:COPX),(JJCTF), and(NYSEARCA:JJC), and(NYSEARCA:CPER).Goldman Sachs also sees gold reaching levels of $2,000 over the course of the next six months. Gold which has seen a selloff since August of 2020, has witnessed a recent rise in April. Since March 31st of this year, gold has risen nearly +5.5% from $1,678 to $1,768.During the same time as gold's recent rise, bitcoin (BTC-USD) has slid. Since March 31st, bitcoin has sold off nearly -6.00%. Goldman believes it's still too premature for bitcoin to compete with gold for demand as a safe haven investment.In the recent note, the bank said: \"While bitcoin benefits from greater liquidity, it suffers from lack of real use and weak environmental, social, governance ESG scoring, due to its high energy consumption,\"(NYSEARCA:GLD),(NYSEARCA:GDX),(NYSEARCA:IAU), and(NYSEARCA:SGOL)are some gold-related exchange traded funds that can be useful for market participants to examine.VanEck CEO, Jan van Eck, shares a similar view with Goldman Sachs as he stated in a recent interview, \"I think that commodity companies are disciplined to not supply too much into the market, so I think higher prices are here to stay across the commodity spectrum.\"","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100414810,"gmtCreate":1619629260330,"gmtModify":1631886735228,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; comment ❤️","listText":"Like &amp; comment ❤️","text":"Like & comment ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/100414810","repostId":"1131068131","repostType":4,"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374205934,"gmtCreate":1619446878028,"gmtModify":1631890574317,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; Comment ❤️","listText":"Like &amp; Comment ❤️","text":"Like & Comment ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/374205934","repostId":"1143873248","repostType":4,"repost":{"id":"1143873248","kind":"news","pubTimestamp":1619446533,"share":"https://www.laohu8.com/m/news/1143873248?lang=zh_CN&edition=full","pubTime":"2021-04-26 22:15","market":"us","language":"en","title":"Cathie Wood's Bloated ARK Forges Forward<blockquote>凯西·伍德臃肿的方舟向前迈进</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143873248","media":"ZeroHedge","summary":"We've been documenting Cathie Wood's adventures in active management over at ARK Invest for the bett","content":"<p>We've been documenting Cathie Wood's adventures in active management over at ARK Invest for the better part of the last year and a half now.</p><p><blockquote>在过去一年半的大部分时间里，我们一直在记录Cathie Wood在ARK Invest主动管理方面的冒险经历。</blockquote></p><p> Whatstartedas a look into how the law of large numbers and Wood's popularity presented numerous pitfalls back in December 2020 has now become something of a financial world soap opera, with many observers watching ARK funds extremely closely as the NASDAQ teeters on the brink of a fever pitch and Tesla hits a patch of rocky road in China.</p><p><blockquote>早在2020年12月，对大数定律和伍德的受欢迎程度如何带来众多陷阱的研究现在已经成为金融界的肥皂剧，随着纳斯达克在中国摇摇欲坠，许多观察家都在极其密切地关注方舟基金。狂热和特斯拉在中国遇到了一条崎岖的道路。</blockquote></p><p> Most recently, we've written about Wood for several reasons: the first is that shewas backed by Bill Hwang, who was at the helm of the massive Archegos Capital blowup that singlehandedly pasted numerous equities to the tune of more than 50% each, while also doling out a multi-billion dollar loss to Credit Suisse and other counterparties caught \"holding the hot potato\". The link drew obvious comparisons, although we're certain Wood isn't employing the insane leverage that catalyzed Hwang's blowup.</p><p><blockquote>最近，我们写了关于伍德的文章，原因有几个：第一个是她得到了比尔·黄(Bill Hwang)的支持，比尔·黄(Bill Hwang)是Archegos Capital大规模爆炸的掌舵人，单枪匹马将大量股票粘贴到每只股票的50%以上，同时还向瑞士信贷和其他被发现“拿着烫手山芋”的交易对手造成了数十亿美元的损失。这种联系引起了明显的比较，尽管我们确信伍德没有使用催化黄的疯狂杠杆。</blockquote></p><p> The second isbecause the launchof her newest actively managed&nbsp;\"Space Exploration ETF\" has included some curious names. For example, it owns names like John Deere, which many find curious, while excluding space exploration pure plays like Maxar.</p><p><blockquote>第二个是因为她最新的主动管理的“太空探索ETF”的推出包含了一些奇怪的名字。例如，它拥有像约翰·Deere这样的名字，这让许多人感到好奇，同时排除了像Maxar这样的太空探索纯游戏。</blockquote></p><p> But something else is going on that has piqued our curiosity as of late. Wood's actively managed style seems to be drifting further away from risk-adverse and closer to just \"risk\". Sure, we have pointed out in the past Wood's propensity to sell large, liquid tech names like Microsoft in favor of buying speculative early stage names like Workhorse and Vuzix.</p><p><blockquote>但是最近发生的其他事情激起了我们的好奇心。伍德的积极管理风格似乎越来越远离风险厌恶，越来越接近“风险”。当然，我们过去曾指出伍德倾向于出售微软等大型流动性科技公司，转而购买Workhorse和Vuzix等投机性早期公司。</blockquote></p><p> And now people are also pointing out that ARK's funds have been taking sizeable stakes in&nbsp;<i>other</i>ARK funds. ARK's Space Exploration ETF now owns 7.2% of ARK's 3D printing ETF, for example.</p><p><blockquote>现在人们还指出，方舟的基金一直在持有大量股份<i>其他的</i>方舟基金。例如，ARK的太空探索ETF现在拥有ARK 3D打印ETF 7.2%的股份。</blockquote></p><p> Additionally, Wood has alsoalready amasseda several hundred million dollar position in the newly listed Coinbase IPO, which is down almost 20% from its $350 reference price when it listed. Despite your take on crypto, it's tough to deny that piling into a sizeable equity position based mostly on super-volatile cryptocurrencies is a risk adverse strategy.</p><p><blockquote>此外，伍德还在新上市的Coinbase IPO中积累了数亿美元的头寸，较上市时350美元的参考价下跌了近20%。尽管您对加密货币有看法，但很难否认，大量持有主要基于超级波动性加密货币的大量股票头寸是一种风险厌恶策略。</blockquote></p><p> And this has caused many on FinTwit to think about the feedback loop that is slowly determining whether or not ARK funds see success. This diagram appeared over the weekend, and shows exactly how - should inflows into ARK funds slow or reverse - their intrinsic value could collapse.</p><p><blockquote>这让FinTwit上的许多人开始思考慢慢决定ARK基金是否成功的反馈循环。这张图表出现在周末，准确地显示了如果流入ARK基金的资金放缓或逆转，它们的内在价值可能会如何崩溃。</blockquote></p><p> Not unlike the Allied Capitals of the world, ARK looks more and more like a BDC marking its own book up as the cycle continues to feed off itself. The further along the cycle gets, the easier it becomes for a pin to prick the entire bubble.</p><p><blockquote>与世界上的盟国首都没有什么不同，随着循环继续自我驱动，ARK看起来越来越像一个在自己的账簿上标记的BDC。周期越长，大头针就越容易刺破整个泡沫。</blockquote></p><p> The question then turns to how much further ARK wants to \"push it\" and - not unlike the overall market which is seeing record levels of margin debt......how big the bloodbath could wind up being if the stock market decides to buck the Fed and simply decide \"enough is enough\", before puking up all of the malinvestment that has taken place over the last decade.</p><p><blockquote>接下来的问题变成了ARK想要“推动”多少，这与保证金债务创纪录水平的整体市场没有什么不同.......如果股市决定与美联储作对，简单地决定“适可而止”，然后再吐出过去十年发生的所有不当投资，这场大屠杀会有多大。</blockquote></p><p> But for now - maybe for one more day, one more week, or maybe even another month, Cathie Wood's ARK forges forward.</p><p><blockquote>但是现在——也许再过一天，再过一周，甚至再过一个月，凯西·伍德的方舟向前迈进了。</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>Cathie Wood's Bloated ARK Forges Forward<blockquote>凯西·伍德臃肿的方舟向前迈进</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; 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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\">\nCathie Wood's Bloated ARK Forges Forward<blockquote>凯西·伍德臃肿的方舟向前迈进</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">ZeroHedge</strong><span class=\"h-time small\">2021-04-26 22:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>We've been documenting Cathie Wood's adventures in active management over at ARK Invest for the better part of the last year and a half now.</p><p><blockquote>在过去一年半的大部分时间里，我们一直在记录Cathie Wood在ARK Invest主动管理方面的冒险经历。</blockquote></p><p> Whatstartedas a look into how the law of large numbers and Wood's popularity presented numerous pitfalls back in December 2020 has now become something of a financial world soap opera, with many observers watching ARK funds extremely closely as the NASDAQ teeters on the brink of a fever pitch and Tesla hits a patch of rocky road in China.</p><p><blockquote>早在2020年12月，对大数定律和伍德的受欢迎程度如何带来众多陷阱的研究现在已经成为金融界的肥皂剧，随着纳斯达克在中国摇摇欲坠，许多观察家都在极其密切地关注方舟基金。狂热和特斯拉在中国遇到了一条崎岖的道路。</blockquote></p><p> Most recently, we've written about Wood for several reasons: the first is that shewas backed by Bill Hwang, who was at the helm of the massive Archegos Capital blowup that singlehandedly pasted numerous equities to the tune of more than 50% each, while also doling out a multi-billion dollar loss to Credit Suisse and other counterparties caught \"holding the hot potato\". The link drew obvious comparisons, although we're certain Wood isn't employing the insane leverage that catalyzed Hwang's blowup.</p><p><blockquote>最近，我们写了关于伍德的文章，原因有几个：第一个是她得到了比尔·黄(Bill Hwang)的支持，比尔·黄(Bill Hwang)是Archegos Capital大规模爆炸的掌舵人，单枪匹马将大量股票粘贴到每只股票的50%以上，同时还向瑞士信贷和其他被发现“拿着烫手山芋”的交易对手造成了数十亿美元的损失。这种联系引起了明显的比较，尽管我们确信伍德没有使用催化黄的疯狂杠杆。</blockquote></p><p> The second isbecause the launchof her newest actively managed&nbsp;\"Space Exploration ETF\" has included some curious names. For example, it owns names like John Deere, which many find curious, while excluding space exploration pure plays like Maxar.</p><p><blockquote>第二个是因为她最新的主动管理的“太空探索ETF”的推出包含了一些奇怪的名字。例如，它拥有像约翰·Deere这样的名字，这让许多人感到好奇，同时排除了像Maxar这样的太空探索纯游戏。</blockquote></p><p> But something else is going on that has piqued our curiosity as of late. Wood's actively managed style seems to be drifting further away from risk-adverse and closer to just \"risk\". Sure, we have pointed out in the past Wood's propensity to sell large, liquid tech names like Microsoft in favor of buying speculative early stage names like Workhorse and Vuzix.</p><p><blockquote>但是最近发生的其他事情激起了我们的好奇心。伍德的积极管理风格似乎越来越远离风险厌恶，越来越接近“风险”。当然，我们过去曾指出伍德倾向于出售微软等大型流动性科技公司，转而购买Workhorse和Vuzix等投机性早期公司。</blockquote></p><p> And now people are also pointing out that ARK's funds have been taking sizeable stakes in&nbsp;<i>other</i>ARK funds. ARK's Space Exploration ETF now owns 7.2% of ARK's 3D printing ETF, for example.</p><p><blockquote>现在人们还指出，方舟的基金一直在持有大量股份<i>其他的</i>方舟基金。例如，ARK的太空探索ETF现在拥有ARK 3D打印ETF 7.2%的股份。</blockquote></p><p> Additionally, Wood has alsoalready amasseda several hundred million dollar position in the newly listed Coinbase IPO, which is down almost 20% from its $350 reference price when it listed. Despite your take on crypto, it's tough to deny that piling into a sizeable equity position based mostly on super-volatile cryptocurrencies is a risk adverse strategy.</p><p><blockquote>此外，伍德还在新上市的Coinbase IPO中积累了数亿美元的头寸，较上市时350美元的参考价下跌了近20%。尽管您对加密货币有看法，但很难否认，大量持有主要基于超级波动性加密货币的大量股票头寸是一种风险厌恶策略。</blockquote></p><p> And this has caused many on FinTwit to think about the feedback loop that is slowly determining whether or not ARK funds see success. This diagram appeared over the weekend, and shows exactly how - should inflows into ARK funds slow or reverse - their intrinsic value could collapse.</p><p><blockquote>这让FinTwit上的许多人开始思考慢慢决定ARK基金是否成功的反馈循环。这张图表出现在周末，准确地显示了如果流入ARK基金的资金放缓或逆转，它们的内在价值可能会如何崩溃。</blockquote></p><p> Not unlike the Allied Capitals of the world, ARK looks more and more like a BDC marking its own book up as the cycle continues to feed off itself. The further along the cycle gets, the easier it becomes for a pin to prick the entire bubble.</p><p><blockquote>与世界上的盟国首都没有什么不同，随着循环继续自我驱动，ARK看起来越来越像一个在自己的账簿上标记的BDC。周期越长，大头针就越容易刺破整个泡沫。</blockquote></p><p> The question then turns to how much further ARK wants to \"push it\" and - not unlike the overall market which is seeing record levels of margin debt......how big the bloodbath could wind up being if the stock market decides to buck the Fed and simply decide \"enough is enough\", before puking up all of the malinvestment that has taken place over the last decade.</p><p><blockquote>接下来的问题变成了ARK想要“推动”多少，这与保证金债务创纪录水平的整体市场没有什么不同.......如果股市决定与美联储作对，简单地决定“适可而止”，然后再吐出过去十年发生的所有不当投资，这场大屠杀会有多大。</blockquote></p><p> But for now - maybe for one more day, one more week, or maybe even another month, Cathie Wood's ARK forges forward.</p><p><blockquote>但是现在——也许再过一天，再过一周，甚至再过一个月，凯西·伍德的方舟向前迈进了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/cathie-woods-bloated-ark-forges-forward\">ZeroHedge</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.zerohedge.com/markets/cathie-woods-bloated-ark-forges-forward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143873248","content_text":"We've been documenting Cathie Wood's adventures in active management over at ARK Invest for the better part of the last year and a half now.\nWhatstartedas a look into how the law of large numbers and Wood's popularity presented numerous pitfalls back in December 2020 has now become something of a financial world soap opera, with many observers watching ARK funds extremely closely as the NASDAQ teeters on the brink of a fever pitch and Tesla hits a patch of rocky road in China.\nMost recently, we've written about Wood for several reasons: the first is that shewas backed by Bill Hwang, who was at the helm of the massive Archegos Capital blowup that singlehandedly pasted numerous equities to the tune of more than 50% each, while also doling out a multi-billion dollar loss to Credit Suisse and other counterparties caught \"holding the hot potato\". The link drew obvious comparisons, although we're certain Wood isn't employing the insane leverage that catalyzed Hwang's blowup.\nThe second isbecause the launchof her newest actively managed \"Space Exploration ETF\" has included some curious names. For example, it owns names like John Deere, which many find curious, while excluding space exploration pure plays like Maxar.\nBut something else is going on that has piqued our curiosity as of late. Wood's actively managed style seems to be drifting further away from risk-adverse and closer to just \"risk\". Sure, we have pointed out in the past Wood's propensity to sell large, liquid tech names like Microsoft in favor of buying speculative early stage names like Workhorse and Vuzix.\nAnd now people are also pointing out that ARK's funds have been taking sizeable stakes in otherARK funds. ARK's Space Exploration ETF now owns 7.2% of ARK's 3D printing ETF, for example.\nAdditionally, Wood has alsoalready amasseda several hundred million dollar position in the newly listed Coinbase IPO, which is down almost 20% from its $350 reference price when it listed. Despite your take on crypto, it's tough to deny that piling into a sizeable equity position based mostly on super-volatile cryptocurrencies is a risk adverse strategy.\nAnd this has caused many on FinTwit to think about the feedback loop that is slowly determining whether or not ARK funds see success. This diagram appeared over the weekend, and shows exactly how - should inflows into ARK funds slow or reverse - their intrinsic value could collapse.\nNot unlike the Allied Capitals of the world, ARK looks more and more like a BDC marking its own book up as the cycle continues to feed off itself. The further along the cycle gets, the easier it becomes for a pin to prick the entire bubble.\nThe question then turns to how much further ARK wants to \"push it\" and - not unlike the overall market which is seeing record levels of margin debt......how big the bloodbath could wind up being if the stock market decides to buck the Fed and simply decide \"enough is enough\", before puking up all of the malinvestment that has taken place over the last decade.\nBut for now - maybe for one more day, one more week, or maybe even another month, Cathie Wood's ARK forges forward.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374202886,"gmtCreate":1619446847845,"gmtModify":1631890574327,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; Comment ❤️","listText":"Like &amp; Comment ❤️","text":"Like & Comment ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/374202886","repostId":"2130364766","repostType":4,"repost":{"id":"2130364766","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619318325,"share":"https://www.laohu8.com/m/news/2130364766?lang=zh_CN&edition=full","pubTime":"2021-04-25 10:38","market":"us","language":"en","title":"What to Expect From Tesla's Q1 Earnings Report On Monday<blockquote>特斯拉周一发布的第一季度收益报告有何期待</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2130364766","media":"Benzinga","summary":"EV giant Tesla, Inc.  is scheduled to release its first-quarter results Monday, after the market close.Key Q1 Metrics to Watch For:  Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.Focus On Regulatory Credits, Automotive Margins:  The focus is likely to be on regulatory credits, which accounted for 4","content":"<p><img src=\"https://static.tigerbbs.com/fe458ac1cf82668bd4bf27fbaa6506e5\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>EV giant <b>Tesla, Inc. </b>(NASDAQ: TSLA) is scheduled to release its first-quarter results Monday, after the market close.</p><p><blockquote>电动汽车巨头<b>特斯拉公司。</b>（纳斯达克：TSLA）定于周一收盘后发布第一季度业绩。</blockquote></p><p><b>Key Q1 Metrics to Watch For: </b> Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.</p><p><blockquote><b>第一季度值得关注的关键指标：</b>特斯拉预计2021年第一季度非GAAP每股收益(EPS)为79美分，较去年同期的23美分大幅上升。</blockquote></p><p>The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.</p><p><blockquote>该季度的普遍收入预测为102.9亿美元，同比增长72%。</blockquote></p><p>In the fourth quarter, Tesla had earned 80 cents per share on a non-GAAP basis on revenues of $10.74 billion.</p><p><blockquote>第四季度，特斯拉按非公认会计准则计算每股收益80美分，营收为107.4亿美元。</blockquote></p><p>Tesla revealed in early April it delivered a record 184,800 vehicles in the first quarter, comprising 182,780 Model 3/Y vehicles and 2,020 Model S/X vehicles. This represents a 109% year-over-year increase and 2.2% sequential growth. Quarterly production was at 180,338.</p><p><blockquote>特斯拉4月初透露，第一季度交付了创纪录的184,800辆汽车，其中包括182,780辆Model 3/Y汽车和2,020辆Model S/X汽车。这意味着同比增长109%，环比增长2.2%。季度产量为180,338辆。</blockquote></p><p><b>Focus On Regulatory Credits, Automotive Margins: </b> The focus is likely to be on regulatory credits, which accounted for 4.3% of its revenues in the fourth quarter of 2020. Zero-emission vehicle regulations adopted by several states allow EV manufacturers to&nbsp;earn regulatory credits, which can be monetized by selling to legacy automakers, who are not able to achieve the minimum target set for the proportion of green energy vehicles sold.</p><p><blockquote><b>关注监管信贷、汽车利润率：</b>重点可能是监管信贷，该信贷占其2020年第四季度收入的4.3%。多个州采用的零排放汽车法规允许电动汽车制造商获得监管积分，这些积分可以通过向无法实现绿色能源汽车销售比例最低目标的传统汽车制造商销售来货币化。</blockquote></p><p>Automotive gross margin slipped to 24.1% in the fourth quarter of 2020 from 27.7% in the previous quarter. It's likely the company could see a further moderation in margins, as production of the higher priced Model S/X vehicles was stalled in the quarter to allow for model refreshes.</p><p><blockquote>汽车毛利率从上一季度的27.7%下滑至2020年第四季度的24.1%。由于价格较高的Model S/X车辆的生产在本季度暂停以进行车型更新，该公司的利润率可能会进一步放缓。</blockquote></p><p><b>View more earnings on TSLA</b></p><p><blockquote><b>查看TSLA的更多收益</b></blockquote></p><p>With competitive pressure intensifying, Tesla could aggressively slash vehicles prices in order to achieve volume production targets, long-time Tesla bear Gordon Johnson said in a note previewing the quarterly results.</p><p><blockquote>长期看空特斯拉的Gordon Johnson在一份预览季度业绩的报告中表示，随着竞争压力的加剧，特斯拉可能会大幅削减汽车价格，以实现量产目标。</blockquote></p><p>Tesla investors may also be keen to find out more about the company's Bitcoin investment strategy and its decision to allow the use of Bitcoin for vehicle purchases.</p><p><blockquote>特斯拉投资者可能还热衷于了解更多有关该公司比特币投资战略及其允许使用比特币购买车辆的决定。</blockquote></p><p><b>Forward Outlook:</b> Tesla is well positioned to capitalize on the opportunity presented by the exponential growth that is anticipated for green energy vehicles.<b> </b>Its&nbsp;Giga Shanghai factory is now churning out both Model S and Model Y vehicles, and more capacity is expected to come on line with the opening of factories in Berlin and Texas.</p><p><blockquote><b>前瞻：</b>特斯拉处于有利地位，可以利用绿色能源汽车预期的指数增长所带来的机遇。<b></b>其上海超级工厂目前正在生产Model S和Model Y汽车，随着柏林和德克萨斯州工厂的开业，预计产能将增加。</blockquote></p><p>Tesla's CFO Zach Kirkhorn said on the earnings call that the company is shooting for a 50% compounded annual growth rate in volume sales&nbsp;and expects to materially exceed the target in 2021.</p><p><blockquote>特斯拉首席财务官扎克·柯克霍恩(Zach Kirkhorn)在财报看涨期权上表示，该公司的目标是销量复合年增长率达到50%，预计2021年将大幅超过目标。</blockquote></p><p><b>Stock Take: </b> Tesla's shares, which were flying high until early February, joined the tech sell-off that ensued. From a split-adjusted high of $900.40 on Jan. 25, the stock fell to $539.49 on March 5, a peak-to-trough decline of 40%.</p><p><blockquote><b>盘点：</b>特斯拉的股价在二月初之前一直在飙升，随后加入了科技股的抛售。该股从1月25日拆分调整后的高点900.40美元跌至3月5日的539.49美元，峰谷跌幅为40%。</blockquote></p><p>Although the stock has made good some of the losses since then, it is yet to break above $800 level.</p><p><blockquote>尽管该股此后已经弥补了部分损失，但尚未突破800美元水平。</blockquote></p><p>Tesla holds a several-year lead and is now expanding aggressively into storage, and therefore a premium valuation for its shares is justified, CANACCORD Genuity analyst Jed Dorsheimer said in a recent note. The firm has a $1,071 price target for the stock.</p><p><blockquote>CANACCORD Genuity分析师杰德·多斯海默(Jed Dorsheimer)在最近的一份报告中表示，特斯拉保持了数年的领先地位，目前正在积极向存储领域扩张，因此其股票的溢价估值是合理的。该公司对该股的目标价为1,071美元。</blockquote></p><p>Friday, Tesla's shares ended 1.35% higher at $729.40.</p><p><blockquote>周五，特斯拉股价收盘上涨1.35%，至729.40美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Expect From Tesla's Q1 Earnings Report On Monday<blockquote>特斯拉周一发布的第一季度收益报告有何期待</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\">\nWhat to Expect From Tesla's Q1 Earnings Report On Monday<blockquote>特斯拉周一发布的第一季度收益报告有何期待</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-25 10:38</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/fe458ac1cf82668bd4bf27fbaa6506e5\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>EV giant <b>Tesla, Inc. </b>(NASDAQ: TSLA) is scheduled to release its first-quarter results Monday, after the market close.</p><p><blockquote>电动汽车巨头<b>特斯拉公司。</b>（纳斯达克：TSLA）定于周一收盘后发布第一季度业绩。</blockquote></p><p><b>Key Q1 Metrics to Watch For: </b> Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.</p><p><blockquote><b>第一季度值得关注的关键指标：</b>特斯拉预计2021年第一季度非GAAP每股收益(EPS)为79美分，较去年同期的23美分大幅上升。</blockquote></p><p>The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.</p><p><blockquote>该季度的普遍收入预测为102.9亿美元，同比增长72%。</blockquote></p><p>In the fourth quarter, Tesla had earned 80 cents per share on a non-GAAP basis on revenues of $10.74 billion.</p><p><blockquote>第四季度，特斯拉按非公认会计准则计算每股收益80美分，营收为107.4亿美元。</blockquote></p><p>Tesla revealed in early April it delivered a record 184,800 vehicles in the first quarter, comprising 182,780 Model 3/Y vehicles and 2,020 Model S/X vehicles. This represents a 109% year-over-year increase and 2.2% sequential growth. Quarterly production was at 180,338.</p><p><blockquote>特斯拉4月初透露，第一季度交付了创纪录的184,800辆汽车，其中包括182,780辆Model 3/Y汽车和2,020辆Model S/X汽车。这意味着同比增长109%，环比增长2.2%。季度产量为180,338辆。</blockquote></p><p><b>Focus On Regulatory Credits, Automotive Margins: </b> The focus is likely to be on regulatory credits, which accounted for 4.3% of its revenues in the fourth quarter of 2020. Zero-emission vehicle regulations adopted by several states allow EV manufacturers to&nbsp;earn regulatory credits, which can be monetized by selling to legacy automakers, who are not able to achieve the minimum target set for the proportion of green energy vehicles sold.</p><p><blockquote><b>关注监管信贷、汽车利润率：</b>重点可能是监管信贷，该信贷占其2020年第四季度收入的4.3%。多个州采用的零排放汽车法规允许电动汽车制造商获得监管积分，这些积分可以通过向无法实现绿色能源汽车销售比例最低目标的传统汽车制造商销售来货币化。</blockquote></p><p>Automotive gross margin slipped to 24.1% in the fourth quarter of 2020 from 27.7% in the previous quarter. It's likely the company could see a further moderation in margins, as production of the higher priced Model S/X vehicles was stalled in the quarter to allow for model refreshes.</p><p><blockquote>汽车毛利率从上一季度的27.7%下滑至2020年第四季度的24.1%。由于价格较高的Model S/X车辆的生产在本季度暂停以进行车型更新，该公司的利润率可能会进一步放缓。</blockquote></p><p><b>View more earnings on TSLA</b></p><p><blockquote><b>查看TSLA的更多收益</b></blockquote></p><p>With competitive pressure intensifying, Tesla could aggressively slash vehicles prices in order to achieve volume production targets, long-time Tesla bear Gordon Johnson said in a note previewing the quarterly results.</p><p><blockquote>长期看空特斯拉的Gordon Johnson在一份预览季度业绩的报告中表示，随着竞争压力的加剧，特斯拉可能会大幅削减汽车价格，以实现量产目标。</blockquote></p><p>Tesla investors may also be keen to find out more about the company's Bitcoin investment strategy and its decision to allow the use of Bitcoin for vehicle purchases.</p><p><blockquote>特斯拉投资者可能还热衷于了解更多有关该公司比特币投资战略及其允许使用比特币购买车辆的决定。</blockquote></p><p><b>Forward Outlook:</b> Tesla is well positioned to capitalize on the opportunity presented by the exponential growth that is anticipated for green energy vehicles.<b> </b>Its&nbsp;Giga Shanghai factory is now churning out both Model S and Model Y vehicles, and more capacity is expected to come on line with the opening of factories in Berlin and Texas.</p><p><blockquote><b>前瞻：</b>特斯拉处于有利地位，可以利用绿色能源汽车预期的指数增长所带来的机遇。<b></b>其上海超级工厂目前正在生产Model S和Model Y汽车，随着柏林和德克萨斯州工厂的开业，预计产能将增加。</blockquote></p><p>Tesla's CFO Zach Kirkhorn said on the earnings call that the company is shooting for a 50% compounded annual growth rate in volume sales&nbsp;and expects to materially exceed the target in 2021.</p><p><blockquote>特斯拉首席财务官扎克·柯克霍恩(Zach Kirkhorn)在财报看涨期权上表示，该公司的目标是销量复合年增长率达到50%，预计2021年将大幅超过目标。</blockquote></p><p><b>Stock Take: </b> Tesla's shares, which were flying high until early February, joined the tech sell-off that ensued. From a split-adjusted high of $900.40 on Jan. 25, the stock fell to $539.49 on March 5, a peak-to-trough decline of 40%.</p><p><blockquote><b>盘点：</b>特斯拉的股价在二月初之前一直在飙升，随后加入了科技股的抛售。该股从1月25日拆分调整后的高点900.40美元跌至3月5日的539.49美元，峰谷跌幅为40%。</blockquote></p><p>Although the stock has made good some of the losses since then, it is yet to break above $800 level.</p><p><blockquote>尽管该股此后已经弥补了部分损失，但尚未突破800美元水平。</blockquote></p><p>Tesla holds a several-year lead and is now expanding aggressively into storage, and therefore a premium valuation for its shares is justified, CANACCORD Genuity analyst Jed Dorsheimer said in a recent note. The firm has a $1,071 price target for the stock.</p><p><blockquote>CANACCORD Genuity分析师杰德·多斯海默(Jed Dorsheimer)在最近的一份报告中表示，特斯拉保持了数年的领先地位，目前正在积极向存储领域扩张，因此其股票的溢价估值是合理的。该公司对该股的目标价为1,071美元。</blockquote></p><p>Friday, Tesla's shares ended 1.35% higher at $729.40.</p><p><blockquote>周五，特斯拉股价收盘上涨1.35%，至729.40美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130364766","content_text":"EV giant Tesla, Inc. (NASDAQ: TSLA) is scheduled to release its first-quarter results Monday, after the market close.Key Q1 Metrics to Watch For:  Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.In the fourth quarter, Tesla had earned 80 cents per share on a non-GAAP basis on revenues of $10.74 billion.Tesla revealed in early April it delivered a record 184,800 vehicles in the first quarter, comprising 182,780 Model 3/Y vehicles and 2,020 Model S/X vehicles. This represents a 109% year-over-year increase and 2.2% sequential growth. Quarterly production was at 180,338.Focus On Regulatory Credits, Automotive Margins:  The focus is likely to be on regulatory credits, which accounted for 4.3% of its revenues in the fourth quarter of 2020. Zero-emission vehicle regulations adopted by several states allow EV manufacturers to earn regulatory credits, which can be monetized by selling to legacy automakers, who are not able to achieve the minimum target set for the proportion of green energy vehicles sold.Automotive gross margin slipped to 24.1% in the fourth quarter of 2020 from 27.7% in the previous quarter. It's likely the company could see a further moderation in margins, as production of the higher priced Model S/X vehicles was stalled in the quarter to allow for model refreshes.View more earnings on TSLAWith competitive pressure intensifying, Tesla could aggressively slash vehicles prices in order to achieve volume production targets, long-time Tesla bear Gordon Johnson said in a note previewing the quarterly results.Tesla investors may also be keen to find out more about the company's Bitcoin investment strategy and its decision to allow the use of Bitcoin for vehicle purchases.Forward Outlook: Tesla is well positioned to capitalize on the opportunity presented by the exponential growth that is anticipated for green energy vehicles. Its Giga Shanghai factory is now churning out both Model S and Model Y vehicles, and more capacity is expected to come on line with the opening of factories in Berlin and Texas.Tesla's CFO Zach Kirkhorn said on the earnings call that the company is shooting for a 50% compounded annual growth rate in volume sales and expects to materially exceed the target in 2021.Stock Take:  Tesla's shares, which were flying high until early February, joined the tech sell-off that ensued. From a split-adjusted high of $900.40 on Jan. 25, the stock fell to $539.49 on March 5, a peak-to-trough decline of 40%.Although the stock has made good some of the losses since then, it is yet to break above $800 level.Tesla holds a several-year lead and is now expanding aggressively into storage, and therefore a premium valuation for its shares is justified, CANACCORD Genuity analyst Jed Dorsheimer said in a recent note. The firm has a $1,071 price target for the stock.Friday, Tesla's shares ended 1.35% higher at $729.40.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375929073,"gmtCreate":1619279884192,"gmtModify":1631890574329,"author":{"id":"3580556535816603","authorId":"3580556535816603","name":"Crealrayner","avatar":"https://static.tigerbbs.com/62690965efcd2767190b60daa52bfb0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580556535816603","idStr":"3580556535816603"},"themes":[],"htmlText":"Like &amp; comment pls ❤️","listText":"Like &amp; comment pls ❤️","text":"Like & comment pls ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375929073","repostId":"1150672819","repostType":4,"repost":{"id":"1150672819","kind":"news","pubTimestamp":1619190781,"share":"https://www.laohu8.com/m/news/1150672819?lang=zh_CN&edition=full","pubTime":"2021-04-23 23:13","market":"us","language":"en","title":"Why Car Stocks Aren’t Getting Crushed by the Chip Shortage<blockquote>为什么汽车股没有因芯片短缺而崩溃</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150672819","media":"Barrons","summary":"Dreamstime\nWith first quarter results coming in, car and semiconductor companies are commenting on t","content":"<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd5e5d8436e3b6476fe344f5ede80cd9\" tg-width=\"1260\" tg-height=\"840\"><span>Dreamstime</span></p><p><blockquote><p class=\"t-img-caption\"><span>梦想时间</span></p></blockquote></p><p> With first quarter results coming in, car and semiconductor companies are commenting on the microchip shortage which is hampering global auto production. The comments, however, don’t appear to be matching up. While chip makers’ comments are setting off alarms, car makers—whose stocks are mostly off to a great start in 2021—are downplaying the problem.</p><p><blockquote>随着第一季度业绩的公布，汽车和半导体公司正在对阻碍全球汽车生产的微芯片短缺发表评论。然而，这些评论似乎并不匹配。虽然芯片制造商的言论引发了警报，但汽车制造商——其股票在2021年大多有一个良好的开端——正在淡化这个问题。</blockquote></p><p> A lack of microchips that make modern cars function has resulted in unplanned downtime for many auto makers. Ford Motor (ticker: F), for instance, said it was extending outages&nbsp;at three assembly plants Thursday.Terrence Curtin, CEO of electrical component supplier&nbsp;TE Connectivity&nbsp;(TEL) told<i>Barron’s</i> this week that roughly 1 million cars weren’t built in the first quarter because of the shortage. That is about 5% of global auto output. And General Motors (GM) called the shortage a billion dollar headwind to 2021 operating profits when the company reported fourth quarter numbers earlier this year.</p><p><blockquote>由于缺乏使现代汽车发挥作用的微芯片，许多汽车制造商出现了计划外停机。例如，福特汽车（股票代码：F）表示，周四将延长三家装配厂的停电时间。电气元件供应商TE Connectivity(TEL)首席执行官Terrence Curtin表示<i>巴伦周刊</i>本周，由于短缺，第一季度约有100万辆汽车没有生产。这约占全球汽车产量的5%。通用汽车(GM)在今年早些时候公布第四季度数据时称，短缺给2021年营业利润带来了10亿美元的阻力。</blockquote></p><p> Auto stocks, however, have been largely unaffected by the issue. GM and Ford shares, for instance, are both up 36% year to date. Parts suppliers TE and BorgWarner (BWA) are up 9% and 28%, respectively. Car dealer Auto Nation (AN) stock is also on fire as well, up about 38% so far in 2021.</p><p><blockquote>然而，汽车股基本上没有受到该问题的影响。例如，通用汽车和福特的股价今年迄今均上涨了36%。零部件供应商TE和博格华纳(BWA)分别上涨9%和28%。汽车经销商Auto Nation(AN)的股票也很火爆，2021年迄今已上涨约38%。</blockquote></p><p> Demand is strong, rebounding from the 2020 pandemic-induced recession. The optimism for higher sales in 2021 and 2022 is trumping any concern about near term disruption. But the disruption might get worse before it gets better and auto investors will have to square that reality with their outlooks as more company report first quarter numbers.</p><p><blockquote>需求强劲，从2020年大流行引发的衰退中反弹。对2021年和2022年销售额增长的乐观情绪压倒了对近期中断的任何担忧。但这种破坏在好转之前可能会变得更糟，随着更多公司公布第一季度数据，汽车投资者将不得不将这一现实与他们的前景相一致。</blockquote></p><p> Ford is set to report earnings April 28. GM follows on May 5. Daimler (DAI.Germany), for its part, reported&nbsp;first quarter numbers Friday. Things still look good. Car sales rose, product mix was favorable and profitability improved. Management doesn’t sound too worried about microchips. “The impact from semiconductor&nbsp;shortage&nbsp;was not very material in the first quarter,” said CFO Harald Wilhelm&nbsp;on an investor call. Second quarter impacts are possible, but “we anticipate to recover part of the lost volumes by the end of the year.”</p><p><blockquote>福特将于4月28日公布财报。通用汽车将于5月5日跟进。戴姆勒(DAI.Germany)周五公布了第一季度数据。事情看起来还是不错的。汽车销量上升，产品组合良好，盈利能力提高。管理层听起来并不太担心微芯片。首席财务官Harald Wilhelm在投资者看涨期权上表示：“第一季度半导体短缺的影响并不是很大。”第二季度可能会受到影响，但“我们预计到今年年底将恢复部分损失的销量。”</blockquote></p><p> Daimler stock is down 1.1% in overseas trading. Year to date, share are up about 28%.</p><p><blockquote>戴姆勒股价在海外交易中下跌1.1%。今年迄今为止，股价上涨了约28%。</blockquote></p><p> Stellantis (STLA) CEO Carlos Tavares sounded a little more cautious in an April 15 conference noting that production impacts would extend into the second half of 2021 and that “visibility on the speed at which this is going to be fixed is reasonably low right now.”</p><p><blockquote>Stellantis(STLA)首席执行官卡洛斯·塔瓦雷斯(Carlos Tavares)在4月15日的一次会议上显得更加谨慎，他指出，生产影响将延续到2021年下半年，并且“目前解决这一问题的速度相当低”。</blockquote></p><p> Along with some auto makers,&nbsp;Intel&nbsp;(INTC) and&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) have also reported first quarter results. Taiwan Semi went first, saying the automotive shortage should be “greatly reduced” by the third quarter of 2021.</p><p><blockquote>除了一些汽车制造商外，英特尔（INTC）和台积电（TSM）也公布了第一季度业绩。台积电率先表示，到2021年第三季度，汽车短缺问题应该会“大幅减少”。</blockquote></p><p> Resolution is good news, but Q3 is a little later than auto companies expected at the beginning of the year. Intel management was a little more cautious on their&nbsp;earnings conference call. They said the shortage might stretch on for longer than investors currently expect. “The industry is now challenged by a&nbsp;shortage&nbsp;of foundry capacity, substrates and components,” commented CEO Patrick Gelsinger&nbsp;Thursday evening. “It will take a couple of years for the ecosystem to make the significant investments to address these&nbsp;shortages.”</p><p><blockquote>决议是个好消息，但Q3比车企年初预期的要晚一点。英特尔管理层对其盈利电话会议更加谨慎。他们表示，短缺可能会持续比投资者目前预期的更长时间。“该行业现在面临代工产能、基板和组件短缺的挑战，”首席执行官帕特里克·基辛格(Patrick Gelsinger)周四晚间评论道。“生态系统需要几年时间才能进行重大投资来解决这些短缺问题。”</blockquote></p><p> Investors should get ready to hear more about shortages extending deeper into 2021. The stocks won’t get a pass unless companies keep putting up good numbers like Diamler. Auto suppler Gentex (GNTX), for instance, missed&nbsp;first quarter sales estimates because of the shortage. The company reported $484 million in first quarter sales Friday. Wall Street was looking for $491 million. Gentex management estimated that $45 million in sales was lost due to the shortage.</p><p><blockquote>投资者应该准备好听到更多关于短缺将持续到2021年的消息。除非像Diamler这样的公司继续取得良好的业绩，否则这些股票不会获得通过。例如，汽车供应商Gentex(GNTX)因短缺而未达到第一季度销售预期。该公司周五公布第一季度销售额为4.84亿美元。华尔街寻求4.91亿美元。Gentex管理层估计，由于短缺，销售额损失了4500万美元。</blockquote></p><p> Gentex shares are down about 1% in early trading. That isn’t a big move, but it is a wobble with the S&amp;P 500 and Dow Jones Industrial Average rising 0.5% and 0.2%, respectively.</p><p><blockquote>Gentex股价早盘下跌约1%。这并不是一个大的波动，但标普500和道琼斯工业平均指数分别上涨0.5%和0.2%。</blockquote></p><p> The chip issue isn’t going away. And it will remain a watch item for auto investors, who aren’t use to thinking about foundries and substrates, as Intel’s Gelsinger put it.</p><p><blockquote>芯片问题不会消失。正如英特尔的基辛格所说，对于汽车投资者来说，它仍将是一个值得关注的项目，他们不习惯考虑代工厂和基板。</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>Why Car Stocks Aren’t Getting Crushed by the Chip Shortage<blockquote>为什么汽车股没有因芯片短缺而崩溃</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 Car Stocks Aren’t Getting Crushed by the Chip Shortage<blockquote>为什么汽车股没有因芯片短缺而崩溃</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-23 23:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd5e5d8436e3b6476fe344f5ede80cd9\" tg-width=\"1260\" tg-height=\"840\"><span>Dreamstime</span></p><p><blockquote><p class=\"t-img-caption\"><span>梦想时间</span></p></blockquote></p><p> With first quarter results coming in, car and semiconductor companies are commenting on the microchip shortage which is hampering global auto production. The comments, however, don’t appear to be matching up. While chip makers’ comments are setting off alarms, car makers—whose stocks are mostly off to a great start in 2021—are downplaying the problem.</p><p><blockquote>随着第一季度业绩的公布，汽车和半导体公司正在对阻碍全球汽车生产的微芯片短缺发表评论。然而，这些评论似乎并不匹配。虽然芯片制造商的言论引发了警报，但汽车制造商——其股票在2021年大多有一个良好的开端——正在淡化这个问题。</blockquote></p><p> A lack of microchips that make modern cars function has resulted in unplanned downtime for many auto makers. Ford Motor (ticker: F), for instance, said it was extending outages&nbsp;at three assembly plants Thursday.Terrence Curtin, CEO of electrical component supplier&nbsp;TE Connectivity&nbsp;(TEL) told<i>Barron’s</i> this week that roughly 1 million cars weren’t built in the first quarter because of the shortage. That is about 5% of global auto output. And General Motors (GM) called the shortage a billion dollar headwind to 2021 operating profits when the company reported fourth quarter numbers earlier this year.</p><p><blockquote>由于缺乏使现代汽车发挥作用的微芯片，许多汽车制造商出现了计划外停机。例如，福特汽车（股票代码：F）表示，周四将延长三家装配厂的停电时间。电气元件供应商TE Connectivity(TEL)首席执行官Terrence Curtin表示<i>巴伦周刊</i>本周，由于短缺，第一季度约有100万辆汽车没有生产。这约占全球汽车产量的5%。通用汽车(GM)在今年早些时候公布第四季度数据时称，短缺给2021年营业利润带来了10亿美元的阻力。</blockquote></p><p> Auto stocks, however, have been largely unaffected by the issue. GM and Ford shares, for instance, are both up 36% year to date. Parts suppliers TE and BorgWarner (BWA) are up 9% and 28%, respectively. Car dealer Auto Nation (AN) stock is also on fire as well, up about 38% so far in 2021.</p><p><blockquote>然而，汽车股基本上没有受到该问题的影响。例如，通用汽车和福特的股价今年迄今均上涨了36%。零部件供应商TE和博格华纳(BWA)分别上涨9%和28%。汽车经销商Auto Nation(AN)的股票也很火爆，2021年迄今已上涨约38%。</blockquote></p><p> Demand is strong, rebounding from the 2020 pandemic-induced recession. The optimism for higher sales in 2021 and 2022 is trumping any concern about near term disruption. But the disruption might get worse before it gets better and auto investors will have to square that reality with their outlooks as more company report first quarter numbers.</p><p><blockquote>需求强劲，从2020年大流行引发的衰退中反弹。对2021年和2022年销售额增长的乐观情绪压倒了对近期中断的任何担忧。但这种破坏在好转之前可能会变得更糟，随着更多公司公布第一季度数据，汽车投资者将不得不将这一现实与他们的前景相一致。</blockquote></p><p> Ford is set to report earnings April 28. GM follows on May 5. Daimler (DAI.Germany), for its part, reported&nbsp;first quarter numbers Friday. Things still look good. Car sales rose, product mix was favorable and profitability improved. Management doesn’t sound too worried about microchips. “The impact from semiconductor&nbsp;shortage&nbsp;was not very material in the first quarter,” said CFO Harald Wilhelm&nbsp;on an investor call. Second quarter impacts are possible, but “we anticipate to recover part of the lost volumes by the end of the year.”</p><p><blockquote>福特将于4月28日公布财报。通用汽车将于5月5日跟进。戴姆勒(DAI.Germany)周五公布了第一季度数据。事情看起来还是不错的。汽车销量上升，产品组合良好，盈利能力提高。管理层听起来并不太担心微芯片。首席财务官Harald Wilhelm在投资者看涨期权上表示：“第一季度半导体短缺的影响并不是很大。”第二季度可能会受到影响，但“我们预计到今年年底将恢复部分损失的销量。”</blockquote></p><p> Daimler stock is down 1.1% in overseas trading. Year to date, share are up about 28%.</p><p><blockquote>戴姆勒股价在海外交易中下跌1.1%。今年迄今为止，股价上涨了约28%。</blockquote></p><p> Stellantis (STLA) CEO Carlos Tavares sounded a little more cautious in an April 15 conference noting that production impacts would extend into the second half of 2021 and that “visibility on the speed at which this is going to be fixed is reasonably low right now.”</p><p><blockquote>Stellantis(STLA)首席执行官卡洛斯·塔瓦雷斯(Carlos Tavares)在4月15日的一次会议上显得更加谨慎，他指出，生产影响将延续到2021年下半年，并且“目前解决这一问题的速度相当低”。</blockquote></p><p> Along with some auto makers,&nbsp;Intel&nbsp;(INTC) and&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) have also reported first quarter results. Taiwan Semi went first, saying the automotive shortage should be “greatly reduced” by the third quarter of 2021.</p><p><blockquote>除了一些汽车制造商外，英特尔（INTC）和台积电（TSM）也公布了第一季度业绩。台积电率先表示，到2021年第三季度，汽车短缺问题应该会“大幅减少”。</blockquote></p><p> Resolution is good news, but Q3 is a little later than auto companies expected at the beginning of the year. Intel management was a little more cautious on their&nbsp;earnings conference call. They said the shortage might stretch on for longer than investors currently expect. “The industry is now challenged by a&nbsp;shortage&nbsp;of foundry capacity, substrates and components,” commented CEO Patrick Gelsinger&nbsp;Thursday evening. “It will take a couple of years for the ecosystem to make the significant investments to address these&nbsp;shortages.”</p><p><blockquote>决议是个好消息，但Q3比车企年初预期的要晚一点。英特尔管理层对其盈利电话会议更加谨慎。他们表示，短缺可能会持续比投资者目前预期的更长时间。“该行业现在面临代工产能、基板和组件短缺的挑战，”首席执行官帕特里克·基辛格(Patrick Gelsinger)周四晚间评论道。“生态系统需要几年时间才能进行重大投资来解决这些短缺问题。”</blockquote></p><p> Investors should get ready to hear more about shortages extending deeper into 2021. The stocks won’t get a pass unless companies keep putting up good numbers like Diamler. Auto suppler Gentex (GNTX), for instance, missed&nbsp;first quarter sales estimates because of the shortage. The company reported $484 million in first quarter sales Friday. Wall Street was looking for $491 million. Gentex management estimated that $45 million in sales was lost due to the shortage.</p><p><blockquote>投资者应该准备好听到更多关于短缺将持续到2021年的消息。除非像Diamler这样的公司继续取得良好的业绩，否则这些股票不会获得通过。例如，汽车供应商Gentex(GNTX)因短缺而未达到第一季度销售预期。该公司周五公布第一季度销售额为4.84亿美元。华尔街寻求4.91亿美元。Gentex管理层估计，由于短缺，销售额损失了4500万美元。</blockquote></p><p> Gentex shares are down about 1% in early trading. That isn’t a big move, but it is a wobble with the S&amp;P 500 and Dow Jones Industrial Average rising 0.5% and 0.2%, respectively.</p><p><blockquote>Gentex股价早盘下跌约1%。这并不是一个大的波动，但标普500和道琼斯工业平均指数分别上涨0.5%和0.2%。</blockquote></p><p> The chip issue isn’t going away. And it will remain a watch item for auto investors, who aren’t use to thinking about foundries and substrates, as Intel’s Gelsinger put it.</p><p><blockquote>芯片问题不会消失。正如英特尔的基辛格所说，对于汽车投资者来说，它仍将是一个值得关注的项目，他们不习惯考虑代工厂和基板。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/why-auto-stocks-arent-getting-crushed-by-the-chip-shortage-51619189064?mod=RTA\">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":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","F":"福特汽车","TSLA":"特斯拉","GM":"通用汽车"},"source_url":"https://www.barrons.com/articles/why-auto-stocks-arent-getting-crushed-by-the-chip-shortage-51619189064?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150672819","content_text":"Dreamstime\nWith first quarter results coming in, car and semiconductor companies are commenting on the microchip shortage which is hampering global auto production. The comments, however, don’t appear to be matching up. While chip makers’ comments are setting off alarms, car makers—whose stocks are mostly off to a great start in 2021—are downplaying the problem.\nA lack of microchips that make modern cars function has resulted in unplanned downtime for many auto makers. Ford Motor (ticker: F), for instance, said it was extending outages at three assembly plants Thursday.Terrence Curtin, CEO of electrical component supplier TE Connectivity (TEL) toldBarron’s this week that roughly 1 million cars weren’t built in the first quarter because of the shortage. That is about 5% of global auto output. And General Motors (GM) called the shortage a billion dollar headwind to 2021 operating profits when the company reported fourth quarter numbers earlier this year.\nAuto stocks, however, have been largely unaffected by the issue. GM and Ford shares, for instance, are both up 36% year to date. Parts suppliers TE and BorgWarner (BWA) are up 9% and 28%, respectively. Car dealer Auto Nation (AN) stock is also on fire as well, up about 38% so far in 2021.\nDemand is strong, rebounding from the 2020 pandemic-induced recession. The optimism for higher sales in 2021 and 2022 is trumping any concern about near term disruption. But the disruption might get worse before it gets better and auto investors will have to square that reality with their outlooks as more company report first quarter numbers.\nFord is set to report earnings April 28. GM follows on May 5. Daimler (DAI.Germany), for its part, reported first quarter numbers Friday. Things still look good. Car sales rose, product mix was favorable and profitability improved. Management doesn’t sound too worried about microchips. “The impact from semiconductor shortage was not very material in the first quarter,” said CFO Harald Wilhelm on an investor call. Second quarter impacts are possible, but “we anticipate to recover part of the lost volumes by the end of the year.”\nDaimler stock is down 1.1% in overseas trading. Year to date, share are up about 28%.\nStellantis (STLA) CEO Carlos Tavares sounded a little more cautious in an April 15 conference noting that production impacts would extend into the second half of 2021 and that “visibility on the speed at which this is going to be fixed is reasonably low right now.”\nAlong with some auto makers, Intel (INTC) and Taiwan Semiconductor Manufacturing (TSM) have also reported first quarter results. Taiwan Semi went first, saying the automotive shortage should be “greatly reduced” by the third quarter of 2021.\nResolution is good news, but Q3 is a little later than auto companies expected at the beginning of the year. Intel management was a little more cautious on their earnings conference call. They said the shortage might stretch on for longer than investors currently expect. “The industry is now challenged by a shortage of foundry capacity, substrates and components,” commented CEO Patrick Gelsinger Thursday evening. “It will take a couple of years for the ecosystem to make the significant investments to address these shortages.”\nInvestors should get ready to hear more about shortages extending deeper into 2021. The stocks won’t get a pass unless companies keep putting up good numbers like Diamler. Auto suppler Gentex (GNTX), for instance, missed first quarter sales estimates because of the shortage. The company reported $484 million in first quarter sales Friday. Wall Street was looking for $491 million. Gentex management estimated that $45 million in sales was lost due to the shortage.\nGentex shares are down about 1% in early trading. That isn’t a big move, but it is a wobble with the S&P 500 and Dow Jones Industrial Average rising 0.5% and 0.2%, respectively.\nThe chip issue isn’t going away. And it will remain a watch item for auto investors, who aren’t use to thinking about foundries and substrates, as Intel’s Gelsinger put it.","news_type":1,"symbols_score_info":{".SPX":0.9,"GM":0.9,".IXIC":0.9,".DJI":0.9,"F":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}