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- 6b05a506b05a50
  ·2021-10-11
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- 6b05a506b05a50
  ·2021-10-10
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- 6b05a506b05a50
  ·2021-10-09
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- 6b05a506b05a50
  ·2021-10-08
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- 6b05a506b05a50
  ·2021-10-07
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  Palantir: What Does The Latest $823 Million Military Contract Win Imply?<blockquote>Palantir：最新赢得的8.23亿美元军事合同意味着什么？</blockquote>
  Summary Palantir's stock has rallied by as much as 14% in pre-market trading after announcing a $82
  Palantir: What Does The Latest $823 Million Military Contract Win Imply?<blockquote>Palantir：最新赢得的8.23亿美元军事合同意味着什么？</blockquote>
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- 6b05a506b05a50
  ·2021-10-05
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  3 reasons why airline stocks are screaming buys<blockquote>航空股尖叫买入的3个原因</blockquote>
  The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, arg
  3 reasons why airline stocks are screaming buys<blockquote>航空股尖叫买入的3个原因</blockquote>
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- 6b05a506b05a50
  ·2021-10-02
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  3 Stocks That Can Double Again in the Fourth Quarter<blockquote>四季度可以再次翻倍的3只股票</blockquote>
  Key Points Crocs has jacked up its guidance every quarter this year. It reports again later this mo
  3 Stocks That Can Double Again in the Fourth Quarter<blockquote>四季度可以再次翻倍的3只股票</blockquote>
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- 6b05a506b05a50
  ·2021-09-23
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- 6b05a506b05a50
  ·2021-09-17
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- 6b05a506b05a50
  ·2021-09-15
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  Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>
  U.S. stock index futures edged higher on Wednesday on easing fears of an earlier-than-expected cut t
  Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>
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comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/823708651","repostId":"1163018074","repostType":4,"isVote":1,"tweetType":1,"viewCount":2468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823391120,"gmtCreate":1633578939589,"gmtModify":1633578940106,"author":{"id":"3575639261045142","authorId":"3575639261045142","name":"6b05a50","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575639261045142","idStr":"3575639261045142"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823391120","repostId":"1131458105","repostType":4,"repost":{"id":"1131458105","kind":"news","pubTimestamp":1633575480,"share":"https://www.laohu8.com/m/news/1131458105?lang=zh_CN&edition=full","pubTime":"2021-10-07 10:58","market":"us","language":"en","title":"Palantir: What Does The Latest $823 Million Military Contract Win Imply?<blockquote>Palantir：最新赢得的8.23亿美元军事合同意味着什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131458105","media":"Seeking Alpha","summary":"Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $82","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.</li>  <li>The announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.</li>  <li>A look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.</li>  <li>Paired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for&nbsp;significant upside realization going into the next decade.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0903228e36df9ae0362f3c441df8cead\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir宣布与美国赢得8.23亿美元合同后，其股价在盘前交易中上涨了14%。周二参军。</li><li>这一公告进一步支持了Palantir近年来不断努力增加其在美国年度国防开支中的市场份额，目前美国年度国防开支超过7000亿美元。</li><li>回顾Palantir近年来赢得的军事合同，可以看出其尖端技术能力如何扰乱了世界上最封闭的市场之一。</li><li>再加上五角大楼对支持政府情报需求的创新需求不断增长，以及有利于投资人工智能等前瞻性技术的国防预算，Palantir处于有利地位，可以在未来十年实现显着的上行空间。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Palantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a&nbsp;$823 million contract win&nbsp;with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s&nbsp;Gotham&nbsp;platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.</p><p><blockquote>Palantir(NYSE：PLTR)宣布与美国陆军签订价值8.23亿美元的合同后，其股价周二在盘前交易中上涨14%。Palantir已被美国陆军情报系统和分析项目经理选中，以促进“能力下降2计划”（“CD-2计划”）的部署。陆军情报界将利用Palantir的Gotham平台来整合来自不同数据库的数据，并为CD-2计划创建“数据结构和分析基础”，该基础将用于实现应对未来威胁所需的数据现代化和分析能力。国家安全。</blockquote></p><p> The announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at&nbsp;more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.</p><p><blockquote>这一公告进一步支持了Palantir近年来不断努力增加其在美国年度国防开支中的市场份额，目前美国年度国防开支超过7000亿美元。这家硅谷初创企业转型为科技独角兽，近年来赢得了大量合同，多次引起大型军事供应公司的注意。大型军事供应商凭借其“深厚的联系和数十年的政府采购流程经验”长期以来主导着该行业。虽然Palantir目前来自政府合同的收入仍占美国年度国防支出总额的名义部分，但最近的交易代表了军事情报供应行业的一个拐点，并为在可预见的未来更大的市场渗透率奠定了基础。</blockquote></p><p> Palantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our&nbsp;previous coverage&nbsp;on the stock.</p><p><blockquote>Palantir最近的里程碑只会增强我们对该股的看涨前景。我们对28.18美元的12个月目标价仍然充满信心，长期上涨实现轨迹指向46.30美元，正如我们之前对该股的报道中详细讨论的那样。</blockquote></p><p> <b>Palantir’s History of Key Government Contract Wins</b></p><p><blockquote><b>Palantir赢得重要政府合同的历史</b></blockquote></p><p> Palantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the&nbsp;$90 million five-year deal&nbsp;inked with the National Nuclear Security Administration earlier this year, in addition to&nbsp;many other existing long-term arrangements&nbsp;like the following:</p><p><blockquote>Palantir的政府业务部门继续主导其综合收入增长。第二季度，Palantir为政府创造了2.32亿美元的收入，同比增长超过66%。大部分收入增长是通过新的政府合同实现的，例如今年早些时候与国家核安全局签署的价值9000万美元的五年期协议，此外还有许多其他现有的长期安排，例如：</blockquote></p><p></p><p> <ul>  <li>2019 Pentagon Deal&nbsp;– Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.</li>  <li>2020 Army Network Modernization Contract&nbsp;– Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.</li>  <li>2020 U.S. Navy NOBLE Contract&nbsp;– Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.</li>  <li>2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”)&nbsp;– Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.</li> </ul> <b>What do these Milestones Imply?</b></p><p><blockquote><ul><li>2019年五角大楼交易——Palantir获得了一份价值4.4亿美元的为期四年的合同，提供一个可以将“人力资源、供应链和其他陆军运营系统链接到一个仪表板中”的系统。</li><li>2020年陆军网络现代化合同——Palantir被陆军未来司令部选中部署其Gotham平台，该平台专为政府和军队使用而设计，用于美国陆军战场网络的现代化。根据安排，Gotham将与陆军的“指挥所计算环境”（“CPCE”）系统一起使用，将来自各个战场网络的数据整合为一个，创建一个“通用数据结构”。</li><li>2020年美国海军贵族合同-Palantir去年击败了美国主要国防承包商雷神公司（纽约证券交易所股票代码：RTX），获得了与美国海军的第一份合同。与陆军网络现代化合同类似，8000万美元的唯一来源合同评级部署哥谭，将美国海军分散在世界各地的军舰和飞机的数据整合到一个名为“海军作战业务后勤企业”（“NOBLE”）的操作系统中。此次合作的成功也将是海军最终将人工智能集成到其现代化网络中的基础。</li><li>2020年“分布式公共地面系统”（“DCGS”）升级合同——Palantir与英国国防和安全承包商BAE Systems一起获得了一份价值8.23亿美元的“固定价格”合同，以促进DCGS系统的建设。根据该安排，两家公司将“争夺为该系统构建战略数据平台的订单”，该平台将用于向世界各地的指挥所部署信息和情报。Palantir周二赢得的最新合同实际上是对现有安排的更新，它已被选为CD-2计划的唯一数据分析平台提供商。CD-2计划还将用于支持“联合全域作战”（“JADC2”）。JADC2是五角大楼正在实施的一项活动，旨在将美国每个军事机构的传感器连接到一个统一的网络中，这将使用数据和人工智能处理实现快速、简化的传感器到射手的连接，Palantir也是其中的参与合作伙伴。</li></ul><b>这些里程碑意味着什么？</b></blockquote></p><p> Data is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.</p><p><blockquote>数据是使美国外交政策与国家安全目标保持一致的最强有力的纽带。这强调了为什么理解数据并利用它来推动决策过程仍然是国防部的首要任务。近年来，这增加了他们重新连接跨子部门建立的数据库的碎片性质的紧迫性，这是上面讨论的Palantir赢得政府合同的一个共同主题。</blockquote></p><p> The government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.</p><p><blockquote>近年来，该政府机构与Palantir的合作不断增加，这证明了Gotham在利用不同的数据源解决美国陆军令人头疼的问题方面的有效性。这应该会引起长期以来主导该行业的国防承包商的注意。</blockquote></p><p> Palantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.</p><p><blockquote>Palantir在2020年赢得了雷神公司的NOBLE合同，以及最近在CD-2合同上击败了BAE Systems，标志着国防工业的一个明显拐点。当Palantir在2020年击败雷神公司时，美国海军称赞Palantir是唯一能够“消除该机构遗留网络所依赖的冗余、资源密集型和烟囱式系统”的投标人。周二赢得的合同进一步证明了哥谭在支持陆军网络现代化工作方面的能力和有效性，同时也实现了时间和成本效益。Palantir最近的合同战胜了历史上主导该行业的紧密国防承包商群体，这清楚地表明后者在数据管理和分析方面的技术能力尚未达到满足美国陆军网络现代化所需的水平。Palantir一次又一次地向国防部证明，虽然利用数据是一个复杂的过程，但它拥有技术能力和资源来链接和理解大量信息，而不会影响时间和成本效率。Palantir最近赢得的合同也预示着国防部将转向加强与软件和创新驱动的技术合作伙伴的合作，以实现其当前“指挥和控制”架构的现代化和增强。这使得Palantir比以往任何时候都更接近他们成为“所有美国国防项目的中央操作系统”的目标。</blockquote></p><p> <b>What Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?</b></p><p><blockquote><b>拜登总统的2022财年国防预算对Palantir意味着什么？</b></blockquote></p><p></p><p> President Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a&nbsp;slight decrease&nbsp;if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.</p><p><blockquote>拜登总统提出的美国预算。国防部在下一财年的表现也意味着政府对创新的偏好日益增强，这为Palantir带来了强劲的推动力。2022财年的7060亿美元预算与2021财年预算相比相对持平，如果根据通胀进行调整，甚至略有下降。再加上对人工智能和高超音速武器等新技术产品进行更多投资的目标，很明显，政府希望以更少的支出实现更多目标。只有加速采用Palantir提供的创新软件和系统，才能实现这种时间和成本效益。</blockquote></p><p> The Pentagon’s&nbsp;growing acceptance of innovators&nbsp;is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.</p><p><blockquote>五角大楼对创新者的接受度越来越高，这进一步证实了他们去年慷慨地支持了1600多家软件即服务初创企业，提供了15亿美元的直接资金。还为该行业的早期公司预留了一些每份价值高达300万美元的国防合同，这表明该机构正在积极努力打破大型国防承包商历史上建立的高进入壁垒。这标志着来自美国的更大市场机会。国防部正在追随Palantir的脚步，支撑在可预见的未来进一步增长。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> With Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.</p><p><blockquote>Palantir目前的政府收入仅占美国年度国防开支总额的1/10，因此市场渗透仍有很大的空间。Palantir在协助美国各军事机构网络现代化工作方面的记录，加上国防部对支持其情报需求的创新需求不断增长，进一步增强了该公司的长期增长前景。Palantir的政府合同能力目前引领着该公司的收入增长，预计也将鼓励更广泛地采用其软件产品，并推动其商业业务的相邻收入。我们相信Palantir，无论是公司还是股票，都只是刚刚开始触及其增长潜力的表面，预计将在未来十年实现显着的上涨。</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>Palantir: What Does The Latest $823 Million Military Contract Win Imply?<blockquote>Palantir：最新赢得的8.23亿美元军事合同意味着什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nPalantir: What Does The Latest $823 Million Military Contract Win Imply?<blockquote>Palantir：最新赢得的8.23亿美元军事合同意味着什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-07 10:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.</li>  <li>The announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.</li>  <li>A look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.</li>  <li>Paired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for&nbsp;significant upside realization going into the next decade.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0903228e36df9ae0362f3c441df8cead\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir宣布与美国赢得8.23亿美元合同后，其股价在盘前交易中上涨了14%。周二参军。</li><li>这一公告进一步支持了Palantir近年来不断努力增加其在美国年度国防开支中的市场份额，目前美国年度国防开支超过7000亿美元。</li><li>回顾Palantir近年来赢得的军事合同，可以看出其尖端技术能力如何扰乱了世界上最封闭的市场之一。</li><li>再加上五角大楼对支持政府情报需求的创新需求不断增长，以及有利于投资人工智能等前瞻性技术的国防预算，Palantir处于有利地位，可以在未来十年实现显着的上行空间。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Palantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a&nbsp;$823 million contract win&nbsp;with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s&nbsp;Gotham&nbsp;platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.</p><p><blockquote>Palantir(NYSE：PLTR)宣布与美国陆军签订价值8.23亿美元的合同后，其股价周二在盘前交易中上涨14%。Palantir已被美国陆军情报系统和分析项目经理选中，以促进“能力下降2计划”（“CD-2计划”）的部署。陆军情报界将利用Palantir的Gotham平台来整合来自不同数据库的数据，并为CD-2计划创建“数据结构和分析基础”，该基础将用于实现应对未来威胁所需的数据现代化和分析能力。国家安全。</blockquote></p><p> The announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at&nbsp;more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.</p><p><blockquote>这一公告进一步支持了Palantir近年来不断努力增加其在美国年度国防开支中的市场份额，目前美国年度国防开支超过7000亿美元。这家硅谷初创企业转型为科技独角兽，近年来赢得了大量合同，多次引起大型军事供应公司的注意。大型军事供应商凭借其“深厚的联系和数十年的政府采购流程经验”长期以来主导着该行业。虽然Palantir目前来自政府合同的收入仍占美国年度国防支出总额的名义部分，但最近的交易代表了军事情报供应行业的一个拐点，并为在可预见的未来更大的市场渗透率奠定了基础。</blockquote></p><p> Palantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our&nbsp;previous coverage&nbsp;on the stock.</p><p><blockquote>Palantir最近的里程碑只会增强我们对该股的看涨前景。我们对28.18美元的12个月目标价仍然充满信心，长期上涨实现轨迹指向46.30美元，正如我们之前对该股的报道中详细讨论的那样。</blockquote></p><p> <b>Palantir’s History of Key Government Contract Wins</b></p><p><blockquote><b>Palantir赢得重要政府合同的历史</b></blockquote></p><p> Palantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the&nbsp;$90 million five-year deal&nbsp;inked with the National Nuclear Security Administration earlier this year, in addition to&nbsp;many other existing long-term arrangements&nbsp;like the following:</p><p><blockquote>Palantir的政府业务部门继续主导其综合收入增长。第二季度，Palantir为政府创造了2.32亿美元的收入，同比增长超过66%。大部分收入增长是通过新的政府合同实现的，例如今年早些时候与国家核安全局签署的价值9000万美元的五年期协议，此外还有许多其他现有的长期安排，例如：</blockquote></p><p></p><p> <ul>  <li>2019 Pentagon Deal&nbsp;– Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.</li>  <li>2020 Army Network Modernization Contract&nbsp;– Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.</li>  <li>2020 U.S. Navy NOBLE Contract&nbsp;– Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.</li>  <li>2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”)&nbsp;– Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.</li> </ul> <b>What do these Milestones Imply?</b></p><p><blockquote><ul><li>2019年五角大楼交易——Palantir获得了一份价值4.4亿美元的为期四年的合同，提供一个可以将“人力资源、供应链和其他陆军运营系统链接到一个仪表板中”的系统。</li><li>2020年陆军网络现代化合同——Palantir被陆军未来司令部选中部署其Gotham平台，该平台专为政府和军队使用而设计，用于美国陆军战场网络的现代化。根据安排，Gotham将与陆军的“指挥所计算环境”（“CPCE”）系统一起使用，将来自各个战场网络的数据整合为一个，创建一个“通用数据结构”。</li><li>2020年美国海军贵族合同-Palantir去年击败了美国主要国防承包商雷神公司（纽约证券交易所股票代码：RTX），获得了与美国海军的第一份合同。与陆军网络现代化合同类似，8000万美元的唯一来源合同评级部署哥谭，将美国海军分散在世界各地的军舰和飞机的数据整合到一个名为“海军作战业务后勤企业”（“NOBLE”）的操作系统中。此次合作的成功也将是海军最终将人工智能集成到其现代化网络中的基础。</li><li>2020年“分布式公共地面系统”（“DCGS”）升级合同——Palantir与英国国防和安全承包商BAE Systems一起获得了一份价值8.23亿美元的“固定价格”合同，以促进DCGS系统的建设。根据该安排，两家公司将“争夺为该系统构建战略数据平台的订单”，该平台将用于向世界各地的指挥所部署信息和情报。Palantir周二赢得的最新合同实际上是对现有安排的更新，它已被选为CD-2计划的唯一数据分析平台提供商。CD-2计划还将用于支持“联合全域作战”（“JADC2”）。JADC2是五角大楼正在实施的一项活动，旨在将美国每个军事机构的传感器连接到一个统一的网络中，这将使用数据和人工智能处理实现快速、简化的传感器到射手的连接，Palantir也是其中的参与合作伙伴。</li></ul><b>这些里程碑意味着什么？</b></blockquote></p><p> Data is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.</p><p><blockquote>数据是使美国外交政策与国家安全目标保持一致的最强有力的纽带。这强调了为什么理解数据并利用它来推动决策过程仍然是国防部的首要任务。近年来，这增加了他们重新连接跨子部门建立的数据库的碎片性质的紧迫性，这是上面讨论的Palantir赢得政府合同的一个共同主题。</blockquote></p><p> The government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.</p><p><blockquote>近年来，该政府机构与Palantir的合作不断增加，这证明了Gotham在利用不同的数据源解决美国陆军令人头疼的问题方面的有效性。这应该会引起长期以来主导该行业的国防承包商的注意。</blockquote></p><p> Palantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.</p><p><blockquote>Palantir在2020年赢得了雷神公司的NOBLE合同，以及最近在CD-2合同上击败了BAE Systems，标志着国防工业的一个明显拐点。当Palantir在2020年击败雷神公司时，美国海军称赞Palantir是唯一能够“消除该机构遗留网络所依赖的冗余、资源密集型和烟囱式系统”的投标人。周二赢得的合同进一步证明了哥谭在支持陆军网络现代化工作方面的能力和有效性，同时也实现了时间和成本效益。Palantir最近的合同战胜了历史上主导该行业的紧密国防承包商群体，这清楚地表明后者在数据管理和分析方面的技术能力尚未达到满足美国陆军网络现代化所需的水平。Palantir一次又一次地向国防部证明，虽然利用数据是一个复杂的过程，但它拥有技术能力和资源来链接和理解大量信息，而不会影响时间和成本效率。Palantir最近赢得的合同也预示着国防部将转向加强与软件和创新驱动的技术合作伙伴的合作，以实现其当前“指挥和控制”架构的现代化和增强。这使得Palantir比以往任何时候都更接近他们成为“所有美国国防项目的中央操作系统”的目标。</blockquote></p><p> <b>What Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?</b></p><p><blockquote><b>拜登总统的2022财年国防预算对Palantir意味着什么？</b></blockquote></p><p></p><p> President Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a&nbsp;slight decrease&nbsp;if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.</p><p><blockquote>拜登总统提出的美国预算。国防部在下一财年的表现也意味着政府对创新的偏好日益增强，这为Palantir带来了强劲的推动力。2022财年的7060亿美元预算与2021财年预算相比相对持平，如果根据通胀进行调整，甚至略有下降。再加上对人工智能和高超音速武器等新技术产品进行更多投资的目标，很明显，政府希望以更少的支出实现更多目标。只有加速采用Palantir提供的创新软件和系统，才能实现这种时间和成本效益。</blockquote></p><p> The Pentagon’s&nbsp;growing acceptance of innovators&nbsp;is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.</p><p><blockquote>五角大楼对创新者的接受度越来越高，这进一步证实了他们去年慷慨地支持了1600多家软件即服务初创企业，提供了15亿美元的直接资金。还为该行业的早期公司预留了一些每份价值高达300万美元的国防合同，这表明该机构正在积极努力打破大型国防承包商历史上建立的高进入壁垒。这标志着来自美国的更大市场机会。国防部正在追随Palantir的脚步，支撑在可预见的未来进一步增长。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> With Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.</p><p><blockquote>Palantir目前的政府收入仅占美国年度国防开支总额的1/10，因此市场渗透仍有很大的空间。Palantir在协助美国各军事机构网络现代化工作方面的记录，加上国防部对支持其情报需求的创新需求不断增长，进一步增强了该公司的长期增长前景。Palantir的政府合同能力目前引领着该公司的收入增长，预计也将鼓励更广泛地采用其软件产品，并推动其商业业务的相邻收入。我们相信Palantir，无论是公司还是股票，都只是刚刚开始触及其增长潜力的表面，预计将在未来十年实现显着的上涨。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131458105","content_text":"Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.\nThe announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.\nA look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.\nPaired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for significant upside realization going into the next decade.\n\nAndreas Rentz/Getty Images Entertainment\nPalantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a $823 million contract win with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s Gotham platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.\nThe announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.\nPalantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our previous coverage on the stock.\nPalantir’s History of Key Government Contract Wins\nPalantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the $90 million five-year deal inked with the National Nuclear Security Administration earlier this year, in addition to many other existing long-term arrangements like the following:\n\n2019 Pentagon Deal – Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.\n2020 Army Network Modernization Contract – Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.\n2020 U.S. Navy NOBLE Contract – Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.\n2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”) – Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.\n\nWhat do these Milestones Imply?\nData is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.\nThe government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.\nPalantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.\nWhat Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?\nPresident Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a slight decrease if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.\nThe Pentagon’s growing acceptance of innovators is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.\nConclusion\nWith Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820492961,"gmtCreate":1633411693273,"gmtModify":1633411693869,"author":{"id":"3575639261045142","authorId":"3575639261045142","name":"6b05a50","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575639261045142","idStr":"3575639261045142"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/820492961","repostId":"1118300110","repostType":4,"repost":{"id":"1118300110","kind":"news","pubTimestamp":1633395826,"share":"https://www.laohu8.com/m/news/1118300110?lang=zh_CN&edition=full","pubTime":"2021-10-05 09:03","market":"us","language":"en","title":"3 reasons why airline stocks are screaming buys<blockquote>航空股尖叫买入的3个原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118300110","media":"Yahoo Finance","summary":"The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, arg","content":"<p><div> The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, argues Morgan Stanley analyst Ravi Shanker. Shanker cites three reasons for his bullish call. First, ...</p><p><blockquote><div>摩根士丹利分析师Ravi Shanker认为，COVID-19大流行继续对航空业造成严重破坏，但现在是买入的时候了。尚克列举了他看好看涨期权的三个原因。首先，...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_sg","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>3 reasons why airline stocks are screaming buys<blockquote>航空股尖叫买入的3个原因</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\">\n3 reasons why airline stocks are screaming buys<blockquote>航空股尖叫买入的3个原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-10-05 09:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, argues Morgan Stanley analyst Ravi Shanker. Shanker cites three reasons for his bullish call. First, ...</p><p><blockquote><div>摩根士丹利分析师Ravi Shanker认为，COVID-19大流行继续对航空业造成严重破坏，但现在是买入的时候了。尚克列举了他看好看涨期权的三个原因。首先，...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空","DAL":"达美航空","LUV":"西南航空"},"source_url":"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118300110","content_text":"The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, argues Morgan Stanley analyst Ravi Shanker.\nShanker cites three reasons for his bullish call.\nFirst, the sector could see positive news flow into year-end as vaccinations continue for COVID-19 and international travel restrictions are lifted. To that end, the Biden administration said recently it would lift restrictions for fully vaccinated travelers to enter the U.S.starting in November.\nSecondarily, Shanker believes the bad news for the sector on the COVID front peaked in the third quarter. That suggests an improving runway for airline sector margins, according to Shanker's research.\nAnd lastly, Shanker thinks December analyst days for the airline sector will be \"very bullish\" with respect to 2022 and 2023 financial targets.\nTo be sure, airline stocks have begun to lift off over the last few weeks as investors begin to price in brighter skies in 2022. Analysts such as Shanker point to news of Merck's potential new COVID-19 pill as being particularly friendly to airline stocks of late.\nShares of SouthWest Airlines, Delta Air Lines , American Airlines and United Airlines have all gainedmore than 10% in the past month, perYahoo Finance Plus data. Spirit Airlines and JetBlue Airways have tacked on 9.8% and 9.3% during that same stretch.\nMeanwhile, The NYSE Arca Airline Index is up 8% in the the last month.\nNot every analyst is on board with Shanker's upbeat view on the sector, however. Some such as BofA's Andrew Didora advise a more disciplined approach to playing the airline recovery.\n\"While near term demand and cost pressures lower our 2H21E EPS for the industry, in our view, the overall trajectory of the recovery remains unchanged. We remain more cautious on corporate and continue to favor Southwest/Alaska Air given their strong balance sheets, and leisure oriented carriers such as Allegiant given little competition on its routes,\" said Didora in a note to clients.","news_type":1,"symbols_score_info":{"DAL":0.9,"LUV":0.9,"AAL":0.9}},"isVote":1,"tweetType":1,"viewCount":1977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867989156,"gmtCreate":1633186246777,"gmtModify":1633186247400,"author":{"id":"3575639261045142","authorId":"3575639261045142","name":"6b05a50","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575639261045142","idStr":"3575639261045142"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867989156","repostId":"1134305481","repostType":4,"repost":{"id":"1134305481","kind":"news","pubTimestamp":1633152909,"share":"https://www.laohu8.com/m/news/1134305481?lang=zh_CN&edition=full","pubTime":"2021-10-02 13:35","market":"sh","language":"en","title":"3 Stocks That Can Double Again in the Fourth Quarter<blockquote>四季度可以再次翻倍的3只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134305481","media":"The motley fool","summary":"Key Points\n\nCrocs has jacked up its guidance every quarter this year. It reports again later this mo","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>Crocs has jacked up its guidance every quarter this year. It reports again later this month.</li>  <li>AMC would have to double from here to revisit its June highs. Check the upcoming theatrical release slate to know why movie theaters are about to get a whole lot better.</li>  <li>Upstart is revolutionizing the way creditworthiness is determined in consumer loans, and it's laughing all the way to the bank.</li> </ul> </p><p><blockquote><ul><li>Crocs今年每个季度都上调了指引。它将于本月晚些时候再次报道。</li><li>AMC必须在此基础上翻一番才能重温6月份的高点。查看即将上映的影院上映名单，了解为什么电影院会变得更好。</li><li>Upstart正在彻底改变消费贷款中确定信用度的方式，并且一直笑到银行。</li></ul></blockquote></p><p> It's been a volatile year for stocks, but naturally some investments have fared better than others. Over 300 stocks have more than doubled in 2021. Many of those winning investments will be lucky if they can hold those gains through the final three months of the year, but what about the names that have the potential to double again?</p><p><blockquote>对于股市来说，今年是动荡的一年，但自然有些投资的表现比其他投资更好。超过300只股票在2021年上涨了一倍多。如果许多获胜的投资能够在今年最后三个月保持这些收益，那将是幸运的，但那些有潜力再次翻倍的投资呢？</blockquote></p><p> <b>Crocs</b>&nbsp;(NASDAQ:CROX),<b>AMC Entertainment</b>(NYSE:AMC), and<b>Upstart</b>&nbsp;(NASDAQ:UPST)have more than doubled in value through the first nine months of 2021. Let's see why they have what it takes to possibly repeat the feat in the fourth quarter.</p><p><blockquote><b>卡骆驰</b>（纳斯达克：CROX），<b>AMC院线</b>（纽约证券交易所代码：AMC），以及<b>暴发户</b>（纳斯达克：UPST）的价值在2021年前9个月翻了一番多。让我们看看为什么他们有能力在第四季度重复这一壮举。</blockquote></p><p> 1. Crocs</p><p><blockquote>1.Crocs</blockquote></p><p> Remember those bright rubbery shoes with holes in them? They're back in a big way. Crocs sales are booming since the pandemic began, and the stock is following suit with a 129% increase through the first nine months of 2021.</p><p><blockquote>还记得那双有洞的亮色胶鞋吗？他们大举回来了。自疫情爆发以来，Crocs的销量一直在蓬勃发展，该股也紧随其后，在2021年前9个月上涨了129%。</blockquote></p><p> The comfortable resin shoes were already making a comeback before the COVID-19 crisis with double-digit revenue growth in 2019 before repeating the feat in 2020. Momentum is what's really taking Crocs to a higher level in 2021.</p><p><blockquote>舒适的树脂鞋在新冠肺炎危机之前就已经卷土重来，2019年的收入实现了两位数的增长，然后在2020年重复了这一壮举。动力才是真正让Crocs在2021年更上一层楼的原因。</blockquote></p><p> The year began with the footwear maker projecting 20%-to-25% top-line growth for the entire year back in February. Guidance was bumped higher -- to between 40% and 50% growth -- the following quarter. It happened again this summer, with Crocs now targeting a 60%-to-65% surge in revenue for all of 2021. What do you think will happen if those targets get pushed even higher when it reports third-quarter results later this month?</p><p><blockquote>今年年初，这家鞋类制造商在2月份预计全年营收将增长20%至25%。下个季度的指引被上调至40%至50%之间。这种情况在今年夏天再次发生，Crocs现在的目标是2021年全年收入增长60%至65%。如果本月晚些时候公布第三季度业绩时这些目标被推得更高，您认为会发生什么？</blockquote></p><p> Despite a stock that has popped nearly sixfold since the start of 2019, Crocs is reasonably priced given its accelerating growth. It's trading at 21 times this year's earnings and just 17 times next year's target. There's clearly room to increase those multiples, and Wall Street's finally as comfortable with Crocs as an investment as its customers are in its shoes.</p><p><blockquote>尽管自2019年初以来，Crocs的股价已上涨近六倍，但鉴于其加速增长，其定价合理。该公司今年市盈率为21倍，明年目标市盈率仅为17倍。显然还有增加这些市盈率的空间，华尔街终于像客户一样对Crocs作为一项投资感到满意。</blockquote></p><p> 2. AMC Entertainment</p><p><blockquote>2.AMC院线</blockquote></p><p> You may be surprised to find the country's leading multiplex operator on this list, but plot twists are what make movies so good. It's certainly true that AMC Entertainment has appreciated -- in terms of both stock price and a fivefold explosion in shares outstanding -- to the point where its valuation is out of whack relative to its peers'. If you want a pure investing play on the movie theater industry's recovery, you will find more attractively priced stocks toscratchthatitch.</p><p><blockquote>你可能会惊讶地发现这个国家领先的多厅影院运营商在这个名单上，但情节曲折是电影如此优秀的原因。AMC院线确实已经升值——无论是股价还是流通股数量都增长了五倍——以至于其估值相对于同行来说已经不正常了。如果您想对电影院行业的复苏进行纯粹的投资，您会发现价格更具吸引力的股票。</blockquote></p><p> However, as ameme stockand cultural phenomenon it's hard to argue against what AMC has done to translate its popularity among retail investors into a legitimate market share grab in the recovery process. No company has seen its market cap inflate as much as AMC has this year, but this is also a stock that enters the fourth quarter with a stock price that is a little more than half of what it was when it peaked in June. In short, it would have to double from here to revisit its all-time high -- but isn't that always possible with the poster child for 2021 momentum stocks?</p><p><blockquote>然而，作为一种流行的股票和文化现象，很难否认AMC在复苏过程中将其在散户投资者中的受欢迎程度转化为合法的市场份额抢夺。今年没有一家公司的市值像AMC那样膨胀，但这也是一只进入第四季度的股票，股价仅为6月份峰值时的一半多一点。简而言之，它必须在这里翻倍才能重温历史高点——但对于2021年动量股的典型代表来说，这难道不总是可能的吗？</blockquote></p><p> Fundamentally speaking, the catalysts are also there.<i>Shang-Chi and the Legend of the Ten Rings</i>shattered box office records over Labor Day weekend, but the initial excitement fizzled out when subsequent weekends were abysmal. However, it's all about the pipeline. Studios pushed out September releases into October and beyond when the delta variant resulted in a spike in COVID-19 cases. We're now seeing the highly anticipated films start to come back, starting with the new James Bond movie next weekend. The fourth quarter should be a lot stronger for the industry than the naysayers think, and if AMC stock gets back to where it was in early June -- fundamentally earned this time -- it will have to double from here.</p><p><blockquote>从根本上说，催化剂也在。<i>尚气与十环传说</i>劳动节周末打破了票房记录，但最初的兴奋随着随后的周末糟糕透顶而消失。然而，这一切都与管道有关。当德尔塔变异毒株导致新冠肺炎病例激增时，电影公司将9月的上映推迟到10月及以后。我们现在看到备受期待的电影开始回归，从下周末的新詹姆斯·邦德电影开始。该行业第四季度的表现应该比反对者想象的要强劲得多，如果AMC股价回到6月初的水平——这次基本上是盈利的——那么它将不得不在此基础上翻一番。</blockquote></p><p> 3. Upstart</p><p><blockquote>3.暴发户</blockquote></p><p> I love when industries ripe for disruption get upended, and that's what Upstart is doing with the lending industry. Upstart usesartificial intelligenceand machine learning to make better calls on assessing risk profiles and creditworthiness for folks who don't typically get approved for consumer loans.</p><p><blockquote>我喜欢颠覆成熟的行业被颠覆，这就是Upstart在贷款行业所做的事情。Upstart使用人工智能和机器学习来更好地评级评估那些通常不会获得消费贷款批准的人的风险状况和信用度。</blockquote></p><p> Growth is bonkers. Revenue seemed to be decelerating sharply, with slowing growth spurts of 89%, 52%, and 27% in the last three years respectively. Now that consumers are becoming aware of Upstart as a better alternative to payday loans and other predatory lending products, business is skyrocketing. Revenue rose 90% in the first quarter, only to surge 1,018% in its latest report. And no, that's not a typo.</p><p><blockquote>增长是疯狂的。收入似乎正在急剧减速，过去三年的增长分别放缓了89%、52%和27%。现在，消费者开始意识到Upstart是发薪日贷款和其他掠夺性贷款产品的更好替代品，业务正在飙升。第一季度收入增长90%，但在最新报告中却飙升了1,018%。不，这不是错别字。</blockquote></p><p></p><p> With Upstart now expanding into the auto loans market, the potential for its better alternative to stodgy credit scores is just getting started. The stock has been a seven-bagger through the first three quarters of 2021, but the runway is long for this disruptive jet.</p><p><blockquote>随着Upstart现在扩展到汽车贷款市场，其更好的替代乏味信用评分的潜力才刚刚开始。该股在2021年前三个季度已上涨七倍，但对于这款颠覆性喷气式飞机来说，跑道还很长。</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>3 Stocks That Can Double Again in the Fourth Quarter<blockquote>四季度可以再次翻倍的3只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Can Double Again in the Fourth Quarter<blockquote>四季度可以再次翻倍的3只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The motley fool</strong><span class=\"h-time small\">2021-10-02 13:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>Crocs has jacked up its guidance every quarter this year. It reports again later this month.</li>  <li>AMC would have to double from here to revisit its June highs. Check the upcoming theatrical release slate to know why movie theaters are about to get a whole lot better.</li>  <li>Upstart is revolutionizing the way creditworthiness is determined in consumer loans, and it's laughing all the way to the bank.</li> </ul> </p><p><blockquote><ul><li>Crocs今年每个季度都上调了指引。它将于本月晚些时候再次报道。</li><li>AMC必须在此基础上翻一番才能重温6月份的高点。查看即将上映的影院上映名单，了解为什么电影院会变得更好。</li><li>Upstart正在彻底改变消费贷款中确定信用度的方式，并且一直笑到银行。</li></ul></blockquote></p><p> It's been a volatile year for stocks, but naturally some investments have fared better than others. Over 300 stocks have more than doubled in 2021. Many of those winning investments will be lucky if they can hold those gains through the final three months of the year, but what about the names that have the potential to double again?</p><p><blockquote>对于股市来说，今年是动荡的一年，但自然有些投资的表现比其他投资更好。超过300只股票在2021年上涨了一倍多。如果许多获胜的投资能够在今年最后三个月保持这些收益，那将是幸运的，但那些有潜力再次翻倍的投资呢？</blockquote></p><p> <b>Crocs</b>&nbsp;(NASDAQ:CROX),<b>AMC Entertainment</b>(NYSE:AMC), and<b>Upstart</b>&nbsp;(NASDAQ:UPST)have more than doubled in value through the first nine months of 2021. Let's see why they have what it takes to possibly repeat the feat in the fourth quarter.</p><p><blockquote><b>卡骆驰</b>（纳斯达克：CROX），<b>AMC院线</b>（纽约证券交易所代码：AMC），以及<b>暴发户</b>（纳斯达克：UPST）的价值在2021年前9个月翻了一番多。让我们看看为什么他们有能力在第四季度重复这一壮举。</blockquote></p><p> 1. Crocs</p><p><blockquote>1.Crocs</blockquote></p><p> Remember those bright rubbery shoes with holes in them? They're back in a big way. Crocs sales are booming since the pandemic began, and the stock is following suit with a 129% increase through the first nine months of 2021.</p><p><blockquote>还记得那双有洞的亮色胶鞋吗？他们大举回来了。自疫情爆发以来，Crocs的销量一直在蓬勃发展，该股也紧随其后，在2021年前9个月上涨了129%。</blockquote></p><p> The comfortable resin shoes were already making a comeback before the COVID-19 crisis with double-digit revenue growth in 2019 before repeating the feat in 2020. Momentum is what's really taking Crocs to a higher level in 2021.</p><p><blockquote>舒适的树脂鞋在新冠肺炎危机之前就已经卷土重来，2019年的收入实现了两位数的增长，然后在2020年重复了这一壮举。动力才是真正让Crocs在2021年更上一层楼的原因。</blockquote></p><p> The year began with the footwear maker projecting 20%-to-25% top-line growth for the entire year back in February. Guidance was bumped higher -- to between 40% and 50% growth -- the following quarter. It happened again this summer, with Crocs now targeting a 60%-to-65% surge in revenue for all of 2021. What do you think will happen if those targets get pushed even higher when it reports third-quarter results later this month?</p><p><blockquote>今年年初，这家鞋类制造商在2月份预计全年营收将增长20%至25%。下个季度的指引被上调至40%至50%之间。这种情况在今年夏天再次发生，Crocs现在的目标是2021年全年收入增长60%至65%。如果本月晚些时候公布第三季度业绩时这些目标被推得更高，您认为会发生什么？</blockquote></p><p> Despite a stock that has popped nearly sixfold since the start of 2019, Crocs is reasonably priced given its accelerating growth. It's trading at 21 times this year's earnings and just 17 times next year's target. There's clearly room to increase those multiples, and Wall Street's finally as comfortable with Crocs as an investment as its customers are in its shoes.</p><p><blockquote>尽管自2019年初以来，Crocs的股价已上涨近六倍，但鉴于其加速增长，其定价合理。该公司今年市盈率为21倍，明年目标市盈率仅为17倍。显然还有增加这些市盈率的空间，华尔街终于像客户一样对Crocs作为一项投资感到满意。</blockquote></p><p> 2. AMC Entertainment</p><p><blockquote>2.AMC院线</blockquote></p><p> You may be surprised to find the country's leading multiplex operator on this list, but plot twists are what make movies so good. It's certainly true that AMC Entertainment has appreciated -- in terms of both stock price and a fivefold explosion in shares outstanding -- to the point where its valuation is out of whack relative to its peers'. If you want a pure investing play on the movie theater industry's recovery, you will find more attractively priced stocks toscratchthatitch.</p><p><blockquote>你可能会惊讶地发现这个国家领先的多厅影院运营商在这个名单上，但情节曲折是电影如此优秀的原因。AMC院线确实已经升值——无论是股价还是流通股数量都增长了五倍——以至于其估值相对于同行来说已经不正常了。如果您想对电影院行业的复苏进行纯粹的投资，您会发现价格更具吸引力的股票。</blockquote></p><p> However, as ameme stockand cultural phenomenon it's hard to argue against what AMC has done to translate its popularity among retail investors into a legitimate market share grab in the recovery process. No company has seen its market cap inflate as much as AMC has this year, but this is also a stock that enters the fourth quarter with a stock price that is a little more than half of what it was when it peaked in June. In short, it would have to double from here to revisit its all-time high -- but isn't that always possible with the poster child for 2021 momentum stocks?</p><p><blockquote>然而，作为一种流行的股票和文化现象，很难否认AMC在复苏过程中将其在散户投资者中的受欢迎程度转化为合法的市场份额抢夺。今年没有一家公司的市值像AMC那样膨胀，但这也是一只进入第四季度的股票，股价仅为6月份峰值时的一半多一点。简而言之，它必须在这里翻倍才能重温历史高点——但对于2021年动量股的典型代表来说，这难道不总是可能的吗？</blockquote></p><p> Fundamentally speaking, the catalysts are also there.<i>Shang-Chi and the Legend of the Ten Rings</i>shattered box office records over Labor Day weekend, but the initial excitement fizzled out when subsequent weekends were abysmal. However, it's all about the pipeline. Studios pushed out September releases into October and beyond when the delta variant resulted in a spike in COVID-19 cases. We're now seeing the highly anticipated films start to come back, starting with the new James Bond movie next weekend. The fourth quarter should be a lot stronger for the industry than the naysayers think, and if AMC stock gets back to where it was in early June -- fundamentally earned this time -- it will have to double from here.</p><p><blockquote>从根本上说，催化剂也在。<i>尚气与十环传说</i>劳动节周末打破了票房记录，但最初的兴奋随着随后的周末糟糕透顶而消失。然而，这一切都与管道有关。当德尔塔变异毒株导致新冠肺炎病例激增时，电影公司将9月的上映推迟到10月及以后。我们现在看到备受期待的电影开始回归，从下周末的新詹姆斯·邦德电影开始。该行业第四季度的表现应该比反对者想象的要强劲得多，如果AMC股价回到6月初的水平——这次基本上是盈利的——那么它将不得不在此基础上翻一番。</blockquote></p><p> 3. Upstart</p><p><blockquote>3.暴发户</blockquote></p><p> I love when industries ripe for disruption get upended, and that's what Upstart is doing with the lending industry. Upstart usesartificial intelligenceand machine learning to make better calls on assessing risk profiles and creditworthiness for folks who don't typically get approved for consumer loans.</p><p><blockquote>我喜欢颠覆成熟的行业被颠覆，这就是Upstart在贷款行业所做的事情。Upstart使用人工智能和机器学习来更好地评级评估那些通常不会获得消费贷款批准的人的风险状况和信用度。</blockquote></p><p> Growth is bonkers. Revenue seemed to be decelerating sharply, with slowing growth spurts of 89%, 52%, and 27% in the last three years respectively. Now that consumers are becoming aware of Upstart as a better alternative to payday loans and other predatory lending products, business is skyrocketing. Revenue rose 90% in the first quarter, only to surge 1,018% in its latest report. And no, that's not a typo.</p><p><blockquote>增长是疯狂的。收入似乎正在急剧减速，过去三年的增长分别放缓了89%、52%和27%。现在，消费者开始意识到Upstart是发薪日贷款和其他掠夺性贷款产品的更好替代品，业务正在飙升。第一季度收入增长90%，但在最新报告中却飙升了1,018%。不，这不是错别字。</blockquote></p><p></p><p> With Upstart now expanding into the auto loans market, the potential for its better alternative to stodgy credit scores is just getting started. The stock has been a seven-bagger through the first three quarters of 2021, but the runway is long for this disruptive jet.</p><p><blockquote>随着Upstart现在扩展到汽车贷款市场，其更好的替代乏味信用评分的潜力才刚刚开始。该股在2021年前三个季度已上涨七倍，但对于这款颠覆性喷气式飞机来说，跑道还很长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/01/3-stocks-that-can-double-again-in-the-fourth-quart/\">The motley fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CROX":"卡骆驰","UPST":"Upstart Holdings, Inc.","AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/10/01/3-stocks-that-can-double-again-in-the-fourth-quart/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134305481","content_text":"Key Points\n\nCrocs has jacked up its guidance every quarter this year. It reports again later this month.\nAMC would have to double from here to revisit its June highs. Check the upcoming theatrical release slate to know why movie theaters are about to get a whole lot better.\nUpstart is revolutionizing the way creditworthiness is determined in consumer loans, and it's laughing all the way to the bank.\n\n\nIt's been a volatile year for stocks, but naturally some investments have fared better than others. Over 300 stocks have more than doubled in 2021. Many of those winning investments will be lucky if they can hold those gains through the final three months of the year, but what about the names that have the potential to double again?\nCrocs (NASDAQ:CROX),AMC Entertainment(NYSE:AMC), andUpstart (NASDAQ:UPST)have more than doubled in value through the first nine months of 2021. Let's see why they have what it takes to possibly repeat the feat in the fourth quarter.\n1. Crocs\nRemember those bright rubbery shoes with holes in them? They're back in a big way. Crocs sales are booming since the pandemic began, and the stock is following suit with a 129% increase through the first nine months of 2021.\nThe comfortable resin shoes were already making a comeback before the COVID-19 crisis with double-digit revenue growth in 2019 before repeating the feat in 2020. Momentum is what's really taking Crocs to a higher level in 2021.\nThe year began with the footwear maker projecting 20%-to-25% top-line growth for the entire year back in February. Guidance was bumped higher -- to between 40% and 50% growth -- the following quarter. It happened again this summer, with Crocs now targeting a 60%-to-65% surge in revenue for all of 2021. What do you think will happen if those targets get pushed even higher when it reports third-quarter results later this month?\nDespite a stock that has popped nearly sixfold since the start of 2019, Crocs is reasonably priced given its accelerating growth. It's trading at 21 times this year's earnings and just 17 times next year's target. There's clearly room to increase those multiples, and Wall Street's finally as comfortable with Crocs as an investment as its customers are in its shoes.\n2. AMC Entertainment\nYou may be surprised to find the country's leading multiplex operator on this list, but plot twists are what make movies so good. It's certainly true that AMC Entertainment has appreciated -- in terms of both stock price and a fivefold explosion in shares outstanding -- to the point where its valuation is out of whack relative to its peers'. If you want a pure investing play on the movie theater industry's recovery, you will find more attractively priced stocks toscratchthatitch.\nHowever, as ameme stockand cultural phenomenon it's hard to argue against what AMC has done to translate its popularity among retail investors into a legitimate market share grab in the recovery process. No company has seen its market cap inflate as much as AMC has this year, but this is also a stock that enters the fourth quarter with a stock price that is a little more than half of what it was when it peaked in June. In short, it would have to double from here to revisit its all-time high -- but isn't that always possible with the poster child for 2021 momentum stocks?\nFundamentally speaking, the catalysts are also there.Shang-Chi and the Legend of the Ten Ringsshattered box office records over Labor Day weekend, but the initial excitement fizzled out when subsequent weekends were abysmal. However, it's all about the pipeline. Studios pushed out September releases into October and beyond when the delta variant resulted in a spike in COVID-19 cases. We're now seeing the highly anticipated films start to come back, starting with the new James Bond movie next weekend. The fourth quarter should be a lot stronger for the industry than the naysayers think, and if AMC stock gets back to where it was in early June -- fundamentally earned this time -- it will have to double from here.\n3. Upstart\nI love when industries ripe for disruption get upended, and that's what Upstart is doing with the lending industry. Upstart usesartificial intelligenceand machine learning to make better calls on assessing risk profiles and creditworthiness for folks who don't typically get approved for consumer loans.\nGrowth is bonkers. Revenue seemed to be decelerating sharply, with slowing growth spurts of 89%, 52%, and 27% in the last three years respectively. Now that consumers are becoming aware of Upstart as a better alternative to payday loans and other predatory lending products, business is skyrocketing. Revenue rose 90% in the first quarter, only to surge 1,018% in its latest report. And no, that's not a typo.\nWith Upstart now expanding into the auto loans market, the potential for its better alternative to stodgy credit scores is just getting started. The stock has been a seven-bagger through the first three quarters of 2021, but the runway is long for this disruptive jet.","news_type":1,"symbols_score_info":{"AMC":0.9,"CROX":0.9,"UPST":0.9}},"isVote":1,"tweetType":1,"viewCount":1911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863978386,"gmtCreate":1632355912945,"gmtModify":1632801007626,"author":{"id":"3575639261045142","authorId":"3575639261045142","name":"6b05a50","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575639261045142","idStr":"3575639261045142"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/863978386","repostId":"2169650271","repostType":4,"isVote":1,"tweetType":1,"viewCount":1976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884802169,"gmtCreate":1631874552551,"gmtModify":1632805665246,"author":{"id":"3575639261045142","authorId":"3575639261045142","name":"6b05a50","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575639261045142","idStr":"3575639261045142"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/884802169","repostId":"2168529607","repostType":4,"isVote":1,"tweetType":1,"viewCount":1756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882579871,"gmtCreate":1631712200793,"gmtModify":1631890575225,"author":{"id":"3575639261045142","authorId":"3575639261045142","name":"6b05a50","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575639261045142","idStr":"3575639261045142"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/882579871","repostId":"1112301233","repostType":4,"repost":{"id":"1112301233","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":1631707868,"share":"https://www.laohu8.com/m/news/1112301233?lang=zh_CN&edition=full","pubTime":"2021-09-15 20:11","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112301233","media":"Tiger Newspress","summary":"U.S. stock index futures edged higher on Wednesday on easing fears of an earlier-than-expected cut t","content":"<p>U.S. stock index futures edged higher on Wednesday on easing fears of an earlier-than-expected cut to monetary stimulus, even though a slowing economic recovery and uncertainty over higher corporate taxes weighed on sentiment.</p><p><blockquote>美国股指期货周三小幅走高，因对货币刺激措施削减早于预期的担忧有所缓解，尽管经济复苏放缓和公司税上调的不确定性打压了市场情绪。</blockquote></p><p> U.S. S&amp;P 500 E-minis were up 4.25 points, or 0.1% at 08:00 am ET. Dow E-minis were up 10 points, while Nasdaq 100 E-minis were up 21.75 points, or 0.14%.</p><p><blockquote>截至美国东部时间上午08:00，美国标普500 e-mini上涨4.25点，即0.1%。道琼斯电子迷你指数上涨10点，纳斯达克100电子迷你指数上涨21.75点，涨幅0.14%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/42cc0404895138a163950b81a2d5277c\" tg-width=\"1080\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Apple Inc&nbsp;rose around 0.2% in premarket trading, after tumbling 1% in the last session on a somewhat lukewarm response to the unveiling of its Phone 13 and a new iPad mini.</p><p><blockquote>苹果公司在盘前交易中上涨约0.2%，此前由于对其Phone 13和新款iPad mini的推出反应有些冷淡，上一交易日下跌1%。</blockquote></p><p> Investors will parse data on U.S. industrial production at 9:15 a.m. for clues about the&nbsp;state of the economic recovery. Economists forecast that output rose in August.</p><p><blockquote>投资者将在上午9:15分析美国工业生产数据，以寻找有关经济复苏状况的线索。经济学家预测8月份产出会上升。</blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Microsoft(MSFT)</b> – Microsoft announced an 11% dividend hike, raising its quarterly payout to 62 cents per share from 56 cents, as well as announcing a $60 billion stock buyback program. Microsoft added 1.3% in the premarket.</p><p><blockquote><b>微软(MSFT)</b>——微软宣布将股息上调11%，将季度派息从每股56美分上调至62美分，并宣布了600亿美元的股票回购计划。微软盘前上涨1.3%。</blockquote></p><p> <b>Weber(WEBR)</b> – The grill maker’s stock jumped 2% in the premarket, following its first quarterly report since going public in August. Weber’s sales rose 19% from a year earlier, and the company projected full-year sales largely above current Wall Street forecasts.</p><p><blockquote><b>韦伯（WEBR）</b>-这家烧烤制造商发布自8月份上市以来的第一份季度报告后，其股价在盘前上涨2%。韦伯的销售额同比增长19%，该公司预计全年销售额将大大高于华尔街目前的预测。</blockquote></p><p> <b>Wynn Resorts(WYNN),Las Vegas Sands(LVS)</b> – Macau-related casino stocks tumbled in premarket trading as regulators begin a 45-day period of considering tighter regulations on Macau’s gaming industry. Officials say they want “sustained and healthy development” in the world’s biggest gambling hub, but investors are worried over the impact of potential changes. Wynn fell 5.3% in the premarket while Las Vegas Sands slid 4.8%.</p><p><blockquote><b>永利度假村(WYNN)、拉斯维加斯金沙(LVS)</b>-澳门相关赌场股在盘前交易中暴跌，监管机构开始为期45天的考虑加强对澳门博彩业的监管。官员们表示，他们希望这个世界上最大的赌博中心“持续健康发展”，但投资者担心潜在变化的影响。永利盘前下跌5.3%，拉斯维加斯金沙集团下跌4.8%。</blockquote></p><p> <b>Nikola(NKLA)&nbsp;–&nbsp;</b>IVECO and Nikola inaugurated joint-venture manufacturing facility for electric heavy-duty trucks in Ulm, Germany.Nikola shares jumped 3.6% in premarket trading.</p><p><blockquote><b>尼古拉（NKLA）-</b>依维柯和尼古拉在德国乌尔姆开设了电动重型卡车合资制造工厂。尼古拉股价在盘前交易中上涨3.6%。</blockquote></p><p> <b>GreenSky(GSKY)</b>&nbsp;<b>–</b>&nbsp;Goldman Sachs Group&nbsp;Inc.&nbsp;is buying specialty lender&nbsp;GreenSky&nbsp;Inc.&nbsp;for $2.2 billion, striking a deal it hopes will further its reinvention from Wall Street powerhouse to Main Street player.GreenSky stock Popped 45% in premarket trading.</p><p><blockquote><b>格林斯基(GSKY)</b> <b>–</b>高盛集团(Goldman Sachs Group Inc.)将以22亿美元收购专业贷款机构GreenSky Inc.，希望这笔交易能够进一步将其从华尔街巨头重塑为大街参与者。GreenSky股价在盘前交易中上涨45%。</blockquote></p><p> <b>Canadian National Railway(CNI)</b> – Canadian National will not improve its offer to buy&nbsp;Kansas City Southern(KSU), according to people familiar with the situation who spoke to CNBC’s David Faber. That would clear the way for&nbsp;Canadian Pacific Railway(CP) to buy Kansas City Southern, after Kansas City Southern’s board declared Canadian Pacific’s latest offer as “superior.”</p><p><blockquote><b>加拿大国家铁路（CNI）</b>-据接受CNBC记者David Faber采访的知情人士透露，加拿大国民航空不会提高收购堪萨斯城南方航空(KSU)的报价。这将为加拿大太平洋铁路公司(CP)收购堪萨斯城南方铁路公司扫清道路，此前堪萨斯城南方铁路公司董事会宣布加拿大太平洋铁路公司的最新报价“优越”。</blockquote></p><p> <b>Regeneron Pharmaceuticals(REGN)</b> – The drugmaker announced that the U.S. government would buy an additional 1.4 million doses of Regeneron’s Covid-19 antibody cocktail. That will bring the total number of doses purchased by the government to nearly 3 million. Regeneron rose 2.7% in premarket trading.</p><p><blockquote><b>再生元制药(REGN)</b>——这家制药商宣布，美国政府将额外购买140万剂再生元的Covid-19抗体鸡尾酒。这将使政府购买的疫苗总数达到近300万剂。再生元在盘前交易中上涨2.7%。</blockquote></p><p> <b>Yum China(YUMC) </b>– Yum China warned that the spread of the Covid-19 delta variant would result in a 50% to 60% hit to its third-quarter profit. The restaurant operator said it had to close or limit service at more than 500 restaurants in August due to the delta variant outbreak in China. Yum China shares tumbled 4.5% in premarket action.</p><p><blockquote><b>百胜中国(YUMC)</b>-百胜中国警告称，Covid-19德尔塔变异毒株的蔓延将导致其第三季度利润受到50%至60%的打击。该餐厅运营商表示，由于中国爆发德尔塔变异毒株疫情，8月份不得不关闭或限制500多家餐厅的服务。百胜中国股价盘前下跌4.5%。</blockquote></p><p> <b>Citrix Systems(CTXS) </b>– Citrix is working with advisers to consider a possible sale of the company, according to people familiar with the matter who spoke to Bloomberg. The maker of workplace software will gauge potential interest in the company over the next few weeks and could decide to remain independent. Citrix rallied 5% in the premarket.</p><p><blockquote><b>Citrix Systems(CTXS)</b>-据接受彭博社采访的知情人士透露，思杰正在与顾问合作，考虑出售该公司的可能性。这家工作场所软件制造商将在未来几周内评估人们对该公司的潜在兴趣，并可能决定保持独立。Citrix盘前上涨5%。</blockquote></p><p> <b>Crocs(CROX) </b>– Crocs added 1.1% in premarket trading following Tuesday’s 8.5% gain. That came after the shoe maker’s Investor Day where it projected better-than-expected full-year revenue and announced an accelerated share repurchase program.</p><p><blockquote><b>卡骆驰（CROX）</b>-Crocs继周二上涨8.5%后，在盘前交易中上涨1.1%。此前，该鞋业制造商的投资者日预计全年收入好于预期，并宣布了加速股票回购计划。</blockquote></p><p> <b>Skillsoft(SKIL) </b>– The provider of corporate digital learning programs jumped 4.5% in the premarket after reporting better-than-expected revenue and bookings for its latest quarter as well as raising its full-year guidance.</p><p><blockquote><b>Skillsoft(SKIL)</b>-这家企业数字学习项目提供商在公布最新季度的收入和预订量好于预期并上调全年指引后，盘前股价上涨4.5%。</blockquote></p><p> <b>Just Eat Takeaway(GRUB) </b>– The food delivery service’s stock slid 3.2% in premarket trading after&nbsp;Amazon(AMZN) and&nbsp;Deliveroo&nbsp;announced a partnership that will offer free food delivery in the U.K. to Amazon Prime members.</p><p><blockquote><b>就吃外卖(GRUB)</b>-在亚马逊(AMZN)和户户送宣布建立合作伙伴关系，将在英国向亚马逊Prime会员提供免费食品配送服务后，该食品配送服务公司的股价在盘前交易中下跌3.2%。</blockquote></p><p> <b>Sage Therapeutics(SAGE)</b> – The drug maker’s shares rallied 3.3% in the premarket after the FDA granted fast-track status to the company’s experimental treatment for Huntington’s disease. Sage expects to start a phase 2 trial for the treatment before the end of 2021.</p><p><blockquote><b>SAGE治疗公司(SAGE)</b>–FDA授予该公司治疗亨廷顿氏症的实验治疗快车道之后，该制药商股价在盘前上涨3.3%。Sage预计将在2021年底前启动该治疗的第2阶段试验。</blockquote></p><p></p><p> <b>SoFi Technologies(SOFI) </b>– The fintech company’s stock added 3% in premarket action after Mizuho began coverage with a “buy” rating and a $28 price target compared with Tuesday’s close of $14.50. Mizuho said SoFi is becoming a “full-fledged, super-app neo-bank” with next-generation capabilities.</p><p><blockquote><b>索菲科技(SOFI)</b>-瑞穗开始给予“买入”评级和28美元目标价（周二收盘价为14.50美元）后，这家金融科技公司的股价在盘前上涨了3%。瑞穗表示，SoFi正在成为一家具有下一代功能的“成熟的超级应用新银行”。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</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\">\nToplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</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\">2021-09-15 20:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures edged higher on Wednesday on easing fears of an earlier-than-expected cut to monetary stimulus, even though a slowing economic recovery and uncertainty over higher corporate taxes weighed on sentiment.</p><p><blockquote>美国股指期货周三小幅走高，因对货币刺激措施削减早于预期的担忧有所缓解，尽管经济复苏放缓和公司税上调的不确定性打压了市场情绪。</blockquote></p><p> U.S. S&amp;P 500 E-minis were up 4.25 points, or 0.1% at 08:00 am ET. Dow E-minis were up 10 points, while Nasdaq 100 E-minis were up 21.75 points, or 0.14%.</p><p><blockquote>截至美国东部时间上午08:00，美国标普500 e-mini上涨4.25点，即0.1%。道琼斯电子迷你指数上涨10点，纳斯达克100电子迷你指数上涨21.75点，涨幅0.14%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/42cc0404895138a163950b81a2d5277c\" tg-width=\"1080\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Apple Inc&nbsp;rose around 0.2% in premarket trading, after tumbling 1% in the last session on a somewhat lukewarm response to the unveiling of its Phone 13 and a new iPad mini.</p><p><blockquote>苹果公司在盘前交易中上涨约0.2%，此前由于对其Phone 13和新款iPad mini的推出反应有些冷淡，上一交易日下跌1%。</blockquote></p><p> Investors will parse data on U.S. industrial production at 9:15 a.m. for clues about the&nbsp;state of the economic recovery. Economists forecast that output rose in August.</p><p><blockquote>投资者将在上午9:15分析美国工业生产数据，以寻找有关经济复苏状况的线索。经济学家预测8月份产出会上升。</blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Microsoft(MSFT)</b> – Microsoft announced an 11% dividend hike, raising its quarterly payout to 62 cents per share from 56 cents, as well as announcing a $60 billion stock buyback program. Microsoft added 1.3% in the premarket.</p><p><blockquote><b>微软(MSFT)</b>——微软宣布将股息上调11%，将季度派息从每股56美分上调至62美分，并宣布了600亿美元的股票回购计划。微软盘前上涨1.3%。</blockquote></p><p> <b>Weber(WEBR)</b> – The grill maker’s stock jumped 2% in the premarket, following its first quarterly report since going public in August. Weber’s sales rose 19% from a year earlier, and the company projected full-year sales largely above current Wall Street forecasts.</p><p><blockquote><b>韦伯（WEBR）</b>-这家烧烤制造商发布自8月份上市以来的第一份季度报告后，其股价在盘前上涨2%。韦伯的销售额同比增长19%，该公司预计全年销售额将大大高于华尔街目前的预测。</blockquote></p><p> <b>Wynn Resorts(WYNN),Las Vegas Sands(LVS)</b> – Macau-related casino stocks tumbled in premarket trading as regulators begin a 45-day period of considering tighter regulations on Macau’s gaming industry. Officials say they want “sustained and healthy development” in the world’s biggest gambling hub, but investors are worried over the impact of potential changes. Wynn fell 5.3% in the premarket while Las Vegas Sands slid 4.8%.</p><p><blockquote><b>永利度假村(WYNN)、拉斯维加斯金沙(LVS)</b>-澳门相关赌场股在盘前交易中暴跌，监管机构开始为期45天的考虑加强对澳门博彩业的监管。官员们表示，他们希望这个世界上最大的赌博中心“持续健康发展”，但投资者担心潜在变化的影响。永利盘前下跌5.3%，拉斯维加斯金沙集团下跌4.8%。</blockquote></p><p> <b>Nikola(NKLA)&nbsp;–&nbsp;</b>IVECO and Nikola inaugurated joint-venture manufacturing facility for electric heavy-duty trucks in Ulm, Germany.Nikola shares jumped 3.6% in premarket trading.</p><p><blockquote><b>尼古拉（NKLA）-</b>依维柯和尼古拉在德国乌尔姆开设了电动重型卡车合资制造工厂。尼古拉股价在盘前交易中上涨3.6%。</blockquote></p><p> <b>GreenSky(GSKY)</b>&nbsp;<b>–</b>&nbsp;Goldman Sachs Group&nbsp;Inc.&nbsp;is buying specialty lender&nbsp;GreenSky&nbsp;Inc.&nbsp;for $2.2 billion, striking a deal it hopes will further its reinvention from Wall Street powerhouse to Main Street player.GreenSky stock Popped 45% in premarket trading.</p><p><blockquote><b>格林斯基(GSKY)</b> <b>–</b>高盛集团(Goldman Sachs Group Inc.)将以22亿美元收购专业贷款机构GreenSky Inc.，希望这笔交易能够进一步将其从华尔街巨头重塑为大街参与者。GreenSky股价在盘前交易中上涨45%。</blockquote></p><p> <b>Canadian National Railway(CNI)</b> – Canadian National will not improve its offer to buy&nbsp;Kansas City Southern(KSU), according to people familiar with the situation who spoke to CNBC’s David Faber. That would clear the way for&nbsp;Canadian Pacific Railway(CP) to buy Kansas City Southern, after Kansas City Southern’s board declared Canadian Pacific’s latest offer as “superior.”</p><p><blockquote><b>加拿大国家铁路（CNI）</b>-据接受CNBC记者David Faber采访的知情人士透露，加拿大国民航空不会提高收购堪萨斯城南方航空(KSU)的报价。这将为加拿大太平洋铁路公司(CP)收购堪萨斯城南方铁路公司扫清道路，此前堪萨斯城南方铁路公司董事会宣布加拿大太平洋铁路公司的最新报价“优越”。</blockquote></p><p> <b>Regeneron Pharmaceuticals(REGN)</b> – The drugmaker announced that the U.S. government would buy an additional 1.4 million doses of Regeneron’s Covid-19 antibody cocktail. That will bring the total number of doses purchased by the government to nearly 3 million. Regeneron rose 2.7% in premarket trading.</p><p><blockquote><b>再生元制药(REGN)</b>——这家制药商宣布，美国政府将额外购买140万剂再生元的Covid-19抗体鸡尾酒。这将使政府购买的疫苗总数达到近300万剂。再生元在盘前交易中上涨2.7%。</blockquote></p><p> <b>Yum China(YUMC) </b>– Yum China warned that the spread of the Covid-19 delta variant would result in a 50% to 60% hit to its third-quarter profit. The restaurant operator said it had to close or limit service at more than 500 restaurants in August due to the delta variant outbreak in China. Yum China shares tumbled 4.5% in premarket action.</p><p><blockquote><b>百胜中国(YUMC)</b>-百胜中国警告称，Covid-19德尔塔变异毒株的蔓延将导致其第三季度利润受到50%至60%的打击。该餐厅运营商表示，由于中国爆发德尔塔变异毒株疫情，8月份不得不关闭或限制500多家餐厅的服务。百胜中国股价盘前下跌4.5%。</blockquote></p><p> <b>Citrix Systems(CTXS) </b>– Citrix is working with advisers to consider a possible sale of the company, according to people familiar with the matter who spoke to Bloomberg. The maker of workplace software will gauge potential interest in the company over the next few weeks and could decide to remain independent. Citrix rallied 5% in the premarket.</p><p><blockquote><b>Citrix Systems(CTXS)</b>-据接受彭博社采访的知情人士透露，思杰正在与顾问合作，考虑出售该公司的可能性。这家工作场所软件制造商将在未来几周内评估人们对该公司的潜在兴趣，并可能决定保持独立。Citrix盘前上涨5%。</blockquote></p><p> <b>Crocs(CROX) </b>– Crocs added 1.1% in premarket trading following Tuesday’s 8.5% gain. That came after the shoe maker’s Investor Day where it projected better-than-expected full-year revenue and announced an accelerated share repurchase program.</p><p><blockquote><b>卡骆驰（CROX）</b>-Crocs继周二上涨8.5%后，在盘前交易中上涨1.1%。此前，该鞋业制造商的投资者日预计全年收入好于预期，并宣布了加速股票回购计划。</blockquote></p><p> <b>Skillsoft(SKIL) </b>– The provider of corporate digital learning programs jumped 4.5% in the premarket after reporting better-than-expected revenue and bookings for its latest quarter as well as raising its full-year guidance.</p><p><blockquote><b>Skillsoft(SKIL)</b>-这家企业数字学习项目提供商在公布最新季度的收入和预订量好于预期并上调全年指引后，盘前股价上涨4.5%。</blockquote></p><p> <b>Just Eat Takeaway(GRUB) </b>– The food delivery service’s stock slid 3.2% in premarket trading after&nbsp;Amazon(AMZN) and&nbsp;Deliveroo&nbsp;announced a partnership that will offer free food delivery in the U.K. to Amazon Prime members.</p><p><blockquote><b>就吃外卖(GRUB)</b>-在亚马逊(AMZN)和户户送宣布建立合作伙伴关系，将在英国向亚马逊Prime会员提供免费食品配送服务后，该食品配送服务公司的股价在盘前交易中下跌3.2%。</blockquote></p><p> <b>Sage Therapeutics(SAGE)</b> – The drug maker’s shares rallied 3.3% in the premarket after the FDA granted fast-track status to the company’s experimental treatment for Huntington’s disease. Sage expects to start a phase 2 trial for the treatment before the end of 2021.</p><p><blockquote><b>SAGE治疗公司(SAGE)</b>–FDA授予该公司治疗亨廷顿氏症的实验治疗快车道之后，该制药商股价在盘前上涨3.3%。Sage预计将在2021年底前启动该治疗的第2阶段试验。</blockquote></p><p></p><p> <b>SoFi Technologies(SOFI) </b>– The fintech company’s stock added 3% in premarket action after Mizuho began coverage with a “buy” rating and a $28 price target compared with Tuesday’s close of $14.50. Mizuho said SoFi is becoming a “full-fledged, super-app neo-bank” with next-generation capabilities.</p><p><blockquote><b>索菲科技(SOFI)</b>-瑞穗开始给予“买入”评级和28美元目标价（周二收盘价为14.50美元）后，这家金融科技公司的股价在盘前上涨了3%。瑞穗表示，SoFi正在成为一家具有下一代功能的“成熟的超级应用新银行”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","WYNN":"永利度假村","SAGE":"Sage Therapeutics","YUMC":"百胜中国","REGN":"再生元制药公司",".DJI":"道琼斯","CNI":"加拿大国家铁路","CROX":"卡骆驰",".IXIC":"NASDAQ Composite","LVS":"金沙集团",".SPX":"S&P 500 Index","CTXS":"思杰系统","MSFT":"微软","WEBR":"Weber Inc.","SKIL":"Skillsoft Corp.","GSKY":"Greensky Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112301233","content_text":"U.S. stock index futures edged higher on Wednesday on easing fears of an earlier-than-expected cut to monetary stimulus, even though a slowing economic recovery and uncertainty over higher corporate taxes weighed on sentiment.\nU.S. S&P 500 E-minis were up 4.25 points, or 0.1% at 08:00 am ET. Dow E-minis were up 10 points, while Nasdaq 100 E-minis were up 21.75 points, or 0.14%.\n\nApple Inc rose around 0.2% in premarket trading, after tumbling 1% in the last session on a somewhat lukewarm response to the unveiling of its Phone 13 and a new iPad mini.\nInvestors will parse data on U.S. industrial production at 9:15 a.m. for clues about the state of the economic recovery. Economists forecast that output rose in August.\nStocks making the biggest moves premarket:\nMicrosoft(MSFT) – Microsoft announced an 11% dividend hike, raising its quarterly payout to 62 cents per share from 56 cents, as well as announcing a $60 billion stock buyback program. Microsoft added 1.3% in the premarket.\nWeber(WEBR) – The grill maker’s stock jumped 2% in the premarket, following its first quarterly report since going public in August. Weber’s sales rose 19% from a year earlier, and the company projected full-year sales largely above current Wall Street forecasts.\nWynn Resorts(WYNN),Las Vegas Sands(LVS) – Macau-related casino stocks tumbled in premarket trading as regulators begin a 45-day period of considering tighter regulations on Macau’s gaming industry. Officials say they want “sustained and healthy development” in the world’s biggest gambling hub, but investors are worried over the impact of potential changes. Wynn fell 5.3% in the premarket while Las Vegas Sands slid 4.8%.\nNikola(NKLA) – IVECO and Nikola inaugurated joint-venture manufacturing facility for electric heavy-duty trucks in Ulm, Germany.Nikola shares jumped 3.6% in premarket trading.\nGreenSky(GSKY) – Goldman Sachs Group Inc. is buying specialty lender GreenSky Inc. for $2.2 billion, striking a deal it hopes will further its reinvention from Wall Street powerhouse to Main Street player.GreenSky stock Popped 45% in premarket trading.\nCanadian National Railway(CNI) – Canadian National will not improve its offer to buy Kansas City Southern(KSU), according to people familiar with the situation who spoke to CNBC’s David Faber. That would clear the way for Canadian Pacific Railway(CP) to buy Kansas City Southern, after Kansas City Southern’s board declared Canadian Pacific’s latest offer as “superior.”\nRegeneron Pharmaceuticals(REGN) – The drugmaker announced that the U.S. government would buy an additional 1.4 million doses of Regeneron’s Covid-19 antibody cocktail. That will bring the total number of doses purchased by the government to nearly 3 million. Regeneron rose 2.7% in premarket trading.\nYum China(YUMC) – Yum China warned that the spread of the Covid-19 delta variant would result in a 50% to 60% hit to its third-quarter profit. The restaurant operator said it had to close or limit service at more than 500 restaurants in August due to the delta variant outbreak in China. Yum China shares tumbled 4.5% in premarket action.\nCitrix Systems(CTXS) – Citrix is working with advisers to consider a possible sale of the company, according to people familiar with the matter who spoke to Bloomberg. The maker of workplace software will gauge potential interest in the company over the next few weeks and could decide to remain independent. Citrix rallied 5% in the premarket.\nCrocs(CROX) – Crocs added 1.1% in premarket trading following Tuesday’s 8.5% gain. That came after the shoe maker’s Investor Day where it projected better-than-expected full-year revenue and announced an accelerated share repurchase program.\nSkillsoft(SKIL) – The provider of corporate digital learning programs jumped 4.5% in the premarket after reporting better-than-expected revenue and bookings for its latest quarter as well as raising its full-year guidance.\nJust Eat Takeaway(GRUB) – The food delivery service’s stock slid 3.2% in premarket trading after Amazon(AMZN) and Deliveroo announced a partnership that will offer free food delivery in the U.K. to Amazon Prime members.\nSage Therapeutics(SAGE) – The drug maker’s shares rallied 3.3% in the premarket after the FDA granted fast-track status to the company’s experimental treatment for Huntington’s disease. Sage expects to start a phase 2 trial for the treatment before the end of 2021.\nSoFi Technologies(SOFI) – The fintech company’s stock added 3% in premarket action after Mizuho began coverage with a “buy” rating and a $28 price target compared with Tuesday’s close of $14.50. Mizuho said SoFi is becoming a “full-fledged, super-app neo-bank” with next-generation capabilities.","news_type":1,"symbols_score_info":{"WEBR":0.9,"CNI":0.9,"NQmain":0.9,"SAGE":0.9,"YUMC":0.9,"CROX":0.9,"WYNN":0.9,".DJI":0.9,"SKIL":0.9,"LVS":0.9,".IXIC":0.9,".SPX":0.9,"MSFT":0.9,"YMmain":0.9,"AAPL":0.9,"GRUB":0.9,"REGN":0.9,"GSKY":0.9,"CTXS":0.9,"ESmain":0.9,"NKLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}