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Chororo
2021-12-11
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Chororo
2021-10-06
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Chororo
2021-03-08
So it's better than nio?
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Chororo
2021-09-15
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Chororo
2021-11-23
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Chororo
2021-11-11
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JD.com gained 5% as it crushed its Singles Day sales record<blockquote>京东股价上涨5%,打破双十一销售记录</blockquote>
Chororo
2021-04-22
Wow
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Chororo
2021-12-17
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U.S. manufacturing activity slows; factory supply constraints easing - IHS Markit survey<blockquote>美国制造业活动放缓;工厂供应限制缓解——IHS Markit调查</blockquote>
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2021-10-24
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2021-09-30
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","listText":". ","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/692979026","repostId":"1114741890","repostType":4,"repost":{"id":"1114741890","kind":"news","pubTimestamp":1640834576,"share":"https://www.laohu8.com/m/news/1114741890?lang=zh_CN&edition=full","pubTime":"2021-12-30 11:22","market":"us","language":"en","title":"MFIN Stock Alert: The SEC News That Has Medallion Plunging Today<blockquote>MFIN股票警报:SEC新闻导致Medallion今天暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114741890","media":"InvestorPlace","summary":"Today, shares of Medallion Financial(NASDAQ:MFIN) are plunging more than 20% after the U.S. Securiti","content":"<p><div> Today, shares of Medallion Financial(NASDAQ:MFIN) are plunging more than 20% after the U.S. Securities and Exchange Commission alleged the company and its COO are engaging in fraud. During the pre-...</p><p><blockquote><div>如今,在美国证券交易委员会指控Medallion Financial(纳斯达克股票代码:MFIN)及其首席运营官存在欺诈行为后,该公司股价暴跌超过20%。在前期...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/mfin-stock-alert-the-sec-news-that-has-medallion-plunging-today/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/mfin-stock-alert-the-sec-news-that-has-medallion-plunging-today/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MFIN Stock Alert: The SEC News That Has Medallion Plunging Today<blockquote>MFIN股票警报:SEC新闻导致Medallion今天暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMFIN Stock Alert: The SEC News That Has Medallion Plunging Today<blockquote>MFIN股票警报:SEC新闻导致Medallion今天暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-30 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Today, shares of Medallion Financial(NASDAQ:MFIN) are plunging more than 20% after the U.S. Securities and Exchange Commission alleged the company and its COO are engaging in fraud. During the pre-...</p><p><blockquote><div>如今,在美国证券交易委员会指控Medallion Financial(纳斯达克股票代码:MFIN)及其首席运营官存在欺诈行为后,该公司股价暴跌超过20%。在前期...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/mfin-stock-alert-the-sec-news-that-has-medallion-plunging-today/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/mfin-stock-alert-the-sec-news-that-has-medallion-plunging-today/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/12/mfin-stock-alert-the-sec-news-that-has-medallion-plunging-today/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MFIN":"Medallion Financial Corp."},"source_url":"https://investorplace.com/2021/12/mfin-stock-alert-the-sec-news-that-has-medallion-plunging-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114741890","content_text":"Today, shares of Medallion Financial(NASDAQ:MFIN) are plunging more than 20% after the U.S. Securities and Exchange Commission alleged the company and its COO are engaging in fraud. During the pre-market session, MFIN stock plunged to a 13-month low, but has since recovered some of its losses.MFIN Stock: SEC Charges Medallion With FraudAccording to the complaint, Medallion engaged in two forms of fraud. First, the SEC claims that Medallion and COO Andrew Murstein paid a media strategist working for Ichabod’s Cranium to publish positive stories about Medallion on several news outlets. These news outlets included Seeking Alpha,The Huffington Post and The Street. Regulators also believe that the media strategist was paid to create fake identities to make the stories appear more credible. As part of this, the SEC has also charged Ichabod’s Cranium and its CEO, Lawrence Meyers, with fraud.Richard Best, the director of the SEC’s regional New York office added that:“Murstein allegedly paid for more than 50 articles and hundreds of positive comments, which were really paid advertisements placed across the web in an effort to deceive investors about the value of Medallion’s stock.”The second complaint from the SEC alleges that Medallion fraudulently increased the carrying value of Medallion Bank, which is a wholly owned subsidiary of Medallion Financial. The reason for this was to offset losses from its taxicab medallion loan business. A taxicab medallion is a transferrable permit to operate a taxi. The number of taxicab medallions are limited, which explains the demand behind them. Furthermore, regulators alleged that Murstein fired an auditing firm after the firm refused to increase Medallion Bank’s valuation.What’s Next for MFIN Stock?All in all, Medallion was charged with violating internal controls, books and records, and antifraud federal security laws. Furthermore, COO Andrew Murstein was charged with making false statements to an auditor. In terms of consequences, the SEC is seeking “permanent injunctions, disgorgement plus prejudgment interest, and civil penalties.” Additionally, the SEC wants to ban Murstein from any officer or director positions.In response, the company told Seeking Alpha that it will “vigorously defend against the SEC’s unfounded charges and are confident we will be completely vindicated.”It would be best to stay away from MFIN stock as the company deals with these charges. The claims by the SEC will stick with the stock for a long time. Once a company has lost its integrity, it’s no easy task to regain it.","news_type":1,"symbols_score_info":{"MFIN":0.9}},"isVote":1,"tweetType":1,"viewCount":2466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696718630,"gmtCreate":1640768529984,"gmtModify":1640768530280,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":". ","listText":". ","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696718630","repostId":"1168845751","repostType":4,"repost":{"id":"1168845751","kind":"news","pubTimestamp":1640765334,"share":"https://www.laohu8.com/m/news/1168845751?lang=zh_CN&edition=full","pubTime":"2021-12-29 16:08","market":"us","language":"en","title":"Lucid Stock: Down 33% From Its November High, It's Time To Turn Bullish<blockquote>Lucid股票:较11月高点下跌33%,是时候转向看涨了</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168845751","media":"Seeking Alpha","summary":"SummaryLucid stock has dropped 33% from its November high.The company recently completed a highly su","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Lucid stock has dropped 33% from its November high.</li><li>The company recently completed a highly successful convertible notes offering, which was fully subscribed.</li><li>We discuss why we think it's time for EV investors to turn bullish on Lucid stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b06efeb97c339c447478d616e8e4db7\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Eugene Gologursky/Getty Images Entertainment</span></p><p><blockquote><ul><li>Lucid股价较11月高点下跌33%。</li><li>该公司最近完成了一次非常成功的可转换票据发行,并获得了全额认购。</li><li>我们讨论了为什么我们认为电动汽车投资者是时候看好Lucid股票了。</li></ul><p class=\"t-img-caption\"><span>尤金·戈洛古尔斯基/盖蒂图片社娱乐公司</span></p></blockquote></p><p>Lucid Group(LCID) stock has fallen 26% since our previous article (Neutral rating) was published as we encouraged investors to be patient. We also discussed our thesis in detail, so readers can refer to it if they need a primer.</p><p><blockquote>自我们上一篇文章(中性评级)发表以来,Lucid Group(LCID)股价已下跌26%,因为我们鼓励投资者保持耐心。我们还详细讨论了我们的论文,所以如果读者需要入门书,可以参考。</blockquote></p><p>Its stock was battered as it suffered the double whammy of growth stock retracement and the recent SEC scrutiny over its SPAC combination.</p><p><blockquote>由于遭受成长型股票回撤和最近SEC对其SPAC合并的审查的双重打击,该公司的股价遭受重创。</blockquote></p><p>While the stock is still priced at a premium, we believe that it seems more reasonably valued now. Moreover, being priced at a premium has not deterred institutional investors from fully snapping up its convertible notes offering, plus its option.</p><p><blockquote>虽然该股的定价仍有溢价,但我们认为它现在的估值似乎更合理。此外,定价溢价并没有阻止机构投资者全力抢购其可转换票据及其期权。</blockquote></p><p>Therefore, we believe it's apt to discuss why we have revised our rating to Buy.</p><p><blockquote>因此,我们认为讨论为什么我们将评级修改为买入是恰当的。</blockquote></p><p>Why We Are Turning Bullish on LCID Now</p><p><blockquote>为什么我们现在开始看好LCID</blockquote></p><p>Lucid Group estimates that it will produce 500K vehicles by 2030. However, it has planned for only 20K and 50K units by 2022 and 2023, respectively. Therefore, we believe that LCID's long-term production forecast is highly speculative at best for now. Nevertheless, readers should be clear that it doesn't mean that Lucid cannot meet its target. The company has clearly demonstrated the engineering expertise to produce a world-class luxury EV. Having its Air Dream winning the 2022 MotorTrend Car of the Year was just the start of its objective towards the $25K mass-market EV. Being the newly crowned "range king" is certainly no mean feat. It's a hallmark of world-class engineering talent that we should give sufficient due credit to CEO Peter Rawlinson & Co. It shows the clear supremacy of Lucid's amazing powertrain efficiency. While its base model Air Pure is priced at a significant premium (from $77.4K), we should expect more iterations moving forward. Rawlinson's strategy of "moving down the chain" is a well-proven model that Tesla (TSLA) has perfected. While one can argue that Lucid is no Tesla (at least not yet), we also can argue that the strategy can work. Moreover, Lucid's vertically-integrated stack gives the company the critical advantage to work wonders with its powertrain efficiency. Rawlinson emphasized (edited):</p><p><blockquote>Lucid Group预计到2030年将生产50万辆汽车。然而,该公司计划到2022年和2023年分别仅生产2万辆和5万辆。因此,我们认为LCID的长期产量预测目前充其量只是高度投机。尽管如此,读者应该清楚,这并不意味着Lucid无法实现其目标。该公司已经清楚地展示了生产世界级豪华电动汽车的工程专业知识。Air梦想赢得2022年MotorTrend年度汽车奖只是其迈向2.5万美元大众市场电动汽车目标的开始。成为新加冕的“靶场之王”当然不是一件容易的事。这是世界级工程人才的标志,我们应该给予首席执行官彼得·罗林森公司足够的信任。它显示了Lucid惊人的动力系统效率的明显优势。虽然其基本型号Air Pure的定价显着溢价(7.74万美元起),但我们应该预计未来会有更多迭代。罗林森的“向下移动”战略是特斯拉(TSLA)已经完善的经过充分验证的模式。虽然有人可以说Lucid不是特斯拉(至少现在还不是),但我们也可以说该策略是可行的。此外,Lucid的垂直集成堆栈为该公司提供了关键优势,可以凭借其动力系统效率创造奇迹。罗林森强调(编辑):</blockquote></p><p>Lexus did it. Tesla did it. Great brands have started with a high-end product and gradually made that more accessible.<i>Step one of that plan is we use efficiency to create long-range</i>. Then, we can then produce a product like Air Pure. We still need to get the cost of the battery pack and battery cells down through mass industrialization through the economy of scale. Because the battery pack is the most expensive single component in an electric car, it means that we can go for a competitive range — say, at 400 miles in the future — with a smaller pack, which is going to cost us less. In the future, I could buy cells at, say, under $100 a kilowatt-hour, maybe $90. I could then buy the cells for that pack for $2,300. I could build a pack for under $3,000. And then I could have a $25,000 car. That's the future. (Insider)Nevertheless,BloombergNEF estimates that we will observe a slight increase in lithium-ion battery pack cost to $135 in 2022, up from $132 this year. It also will mark the first time we see a nominal increase in battery pack prices in the last ten years due to the spike in raw material costs. Notably, it expects prices to be half of what we observe today by 2030. Hence, we trust that Rawlinson will get that mass-market car out in due course as it ramps production.</p><p><blockquote>雷克萨斯做到了。是特斯拉干的。伟大的品牌从高端产品开始,并逐渐使其更容易获得。<i>该计划第一步是我们利用效率创造长期</i>然后,我们就可以生产出像Air Pure这样的产品。我们仍然需要通过规模经济的大规模产业化来降低电池组和电芯的成本。由于电池组是电动汽车中最昂贵的单个组件,这意味着我们可以使用更小的电池组来获得具有竞争力的续航里程(例如,未来可行驶400英里),这将使我们的成本更低。在未来,我可以以每千瓦时不到100美元,甚至90美元的价格购买电池。然后我可以花2300美元买到那包电池。我可以花不到3000美元做一个包。然后我就可以拥有一辆价值25,000美元的汽车。这就是未来。(内幕)尽管如此,彭博新能源财经估计,我们将观察到锂离子电池组成本从今年的132美元小幅上涨至2022年的135美元。这也将标志着过去十年来,由于原材料成本飙升,我们首次看到电池组价格出现名义上涨。值得注意的是,它预计到2030年价格将是我们今天观察到的价格的一半。因此,我们相信罗林森将在适当的时候推出这款大众市场汽车,以提高产量。</blockquote></p><p><b>Can Lucid Ramp Production Successfully?</b></p><p><blockquote><b>Lucid能否成功增产?</b></blockquote></p><p></p><p>Let's put it this way. We think Lucid still needs to prove its production ramp. Getting to 50K by 2023 will be a good start. It has proven its technology, but it still needs to prove its manufacturing expertise. But, Lucid has got all the ingredients to be successful. It's riding the green tidal wave of mainstream EV adoption in the US from 2022. The regulatory climate is positive toward EVs. General Motors (GM) and Ford (F) will ramp their EV deliveries from 2022. Rivian (RIVN) is ramping production of their amazing EV trucks. Tesla is estimated to reach a 2M production run rate next year. Some investors believe that more intense competition will crush new upstarts like Lucid, which has not proven their volume production expertise. The concerns are valid. Manufacturing is a different ball game. And we're not saying that Lucid will not meet production hurdles along the way. Investors should assume that the company will suffer from hiccups and bottlenecks. But, importantly, the competitive landscape is actually conducive for Lucid and not prohibitive. The US EV penetration rate is just under 3%. Furthermore, according to IHS Markit, the US EV share of new car sales is estimated to reach 5% in 2022. The estimates also are in line with Bloomberg NEF's 5.2% penetration rate. The EV penetration rates in the No. 1 market (China) and the No. 2 market (Europe) are already in double digits. Therefore, the US EV market is really still in its infancy. Yes, there will be competition. But to say that the competition will stifle Lucid, which has proven its automobile technology is not credible, we think. The US EV market is just getting started, and Lucid can certainly ride the secular trend well if it can ramp production successfully.</p><p><blockquote>这么说吧。我们认为Lucid仍需要证明其产量增长。到2023年达到5万将是一个好的开始。它已经证明了自己的技术,但还需要证明自己的制造专长。但是,Lucid拥有成功的所有要素。从2022年起,它将乘着美国主流电动汽车采用的绿色浪潮。监管环境对电动汽车持积极态度。通用汽车(GM)和福特(F)将从2022年起增加电动汽车交付量。Rivian(RIVN)正在提高其令人惊叹的电动卡车的产量。预计特斯拉明年的产量将达到200万辆。一些投资者认为,更激烈的竞争将压垮像Lucid这样尚未证明其量产专业知识的新贵。这些担忧是有道理的。制造业是一场不同的比赛。我们并不是说Lucid在此过程中不会遇到生产障碍。投资者应该假设该公司将会遇到问题和瓶颈。但是,重要的是,竞争格局实际上有利于Lucid,而不是令人望而却步。美国电动汽车普及率略低于3%。此外,根据IHS Markit的数据,预计2022年美国电动汽车在新车销量中的份额将达到5%。这一估计也与彭博新能源财经5.2%的渗透率一致。第一市场(中国)和第二市场(欧洲)的电动汽车渗透率已经达到两位数。因此,美国电动汽车市场确实还处于起步阶段。是的,会有竞争。但说竞争会扼杀已经证明其汽车技术的Lucid是不可信的,我们认为。美国电动汽车市场才刚刚起步,如果Lucid能够成功提高产量,它肯定可以很好地顺应长期趋势。</blockquote></p><p>Notably, institutional investors are very confident that Lucid can do it. The company emphasized recently that its convertible notes offering, including its option, has been fully subscribed. Therefore, the company has managed to raise $1.99B in net proceeds, which will be used to ramp production, among other uses. It's important to note that its conversion price of $54.78 per share is 41.7% above its last closing price, which must be converted by December 2026. Therefore, we believe it's a clear vote of confidence the institutional community has given Lucid. The company was debt free coming into the transaction, with a cash and short-term investments balance of $4.8B. It has given Lucid tremendous financial flexibility to price its offering to benefit shareholders and the company at the same time. Investors should note that "the notes will accrue interest at a rate of 1.25% per annum." Therefore, it's a great and affordable offering, we think. CFO Sherry House had also emphasized the company's rock-solid balance sheet in its recent earnings. It would help the company get the affordable funding it needs to ramp CapEx for production, as she added (edited):</p><p><blockquote>值得注意的是,机构投资者对Lucid能够做到这一点非常有信心。该公司最近强调,其可转换票据发行(包括期权)已被全额认购。因此,该公司成功筹集了$1.99 B的净收益,这些收益将用于提高产量等用途。值得注意的是,其转换价格为每股54.78美元,比上次收盘价高出41.7%,上次收盘价必须在2026年12月之前转换。因此,我们相信这是机构界对Lucid投下的明确信任票。该公司在交易中没有债务,现金和短期投资余额为$48亿。它为Lucid提供了巨大的财务灵活性,可以为其发行定价,同时使股东和公司受益。投资者应注意,“该票据将按每年1.25%的利率计息。”因此,我们认为这是一个伟大且负担得起的产品。首席财务官雪莉·豪斯(Sherry House)在最近的财报中还强调了该公司坚如磐石的资产负债表。这将帮助公司获得增加生产资本支出所需的负担得起的资金,正如她补充道(编辑):</blockquote></p><p>So, we're sitting in a terrific place today with $4.8 billion as of September 30, that's going to get us well through 2022. You're going to see a large capex increase happening next year. Actually, multiples ofcapexare going to be deployed next year vs. this year. So we're already doing that acceleration.<i>We do think that there is increasing availability of capital to us today from a lot of different sources</i>. You'll note that we still haven't even taken debt on.<i>So we have the opportunity to provide terrific loan to value there if we chose to take on debt</i>. So we're feeling really good about what we could do, and we feel like we are increasing the company's ability to deploy capital efficiently and quickly. (Lucid's FQ3'21 earnings call)<b>Why Buy LCID Stock at Such a High Premium?</b></p><p><blockquote>因此,截至9月30日,我们今天的处境非常好,拥有48亿美元,这将使我们能够顺利度过2022年。明年您将看到资本支出大幅增加。事实上,明年部署的资本支出将是今年的倍数。所以我们已经在加速了。<i>我们确实认为,今天我们从许多不同来源获得的资本越来越多</i>.你会注意到我们甚至还没有负债。<i>因此,如果我们选择承担债务,我们就有机会提供极好的价值贷款</i>因此,我们对自己能做的事情感觉非常好,我们觉得我们正在提高公司高效、快速地部署资本的能力。(Lucid的21年第三季度收益看涨期权)<b>为什么要以如此高的溢价购买LCID股票?</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba3124f31c4a9080cab2f9604eef1e35\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Lucid stock & peers EV/FY23 Revenue comps. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>Lucid stock&peers EV/2023财年收入比较。数据来源:标普资本智商</span></p></blockquote></p><p>Lucid stock's valuation (EV/FY23 Revenue) has dropped significantly from the previous time we covered it. Although still ahead of Tesla stock's valuation, it has dropped back broadly in line with its pure-play peers. Also, it's no longer trading at 18x FY23 revenue, as we noted previously. Moreover, readers should note that Lucid has committed to a run rate of just 50K vehicles by 2023. Therefore, even if we consider its FY23 revenue multiple as a basis, it might even understate its medium-term run rate when it successfully ramps.</p><p><blockquote>Lucid股票的估值(EV/23财年收入)较我们上次报道时大幅下降。尽管仍领先于特斯拉股票的估值,但其估值已基本回落,与纯股同行一致。此外,正如我们之前指出的,它的交易价格不再是2023财年收入的18倍。此外,读者应该注意到,Lucid承诺到2023年的保有量仅为5万辆。因此,即使我们以其2023财年收入倍数为基础,它甚至可能低估其成功爬坡时的中期运行率。</blockquote></p><p></p><p>Moreover, the "green tidal wave" is expected to lift the momentum of EV stocks in the US market from 2022, given its massive opportunity. Therefore, we think valuations will continue to stay high for the pure-play EV makers, who don't have to transit their ICE production lines. Valuations like this are "perfect" to issue convertible notes or equity offerings.</p><p><blockquote>此外,鉴于其巨大的机遇,“绿色浪潮”预计将从2022年起提振美国市场电动汽车股票的势头。因此,我们认为纯电动汽车制造商的估值将继续保持在高位,因为它们不必运输内燃机生产线。这样的估值对于发行可转换票据或股票发行来说是“完美的”。</blockquote></p><p>Bank of America also highlighted that an elevated valuation environment creates a flywheel effect on the pure-play makers' stock prices. It helps them to fund growth cheaply. And in turn, it can help drive up the stock price as they realize their production growth. BofA added (edited):</p><p><blockquote>美国银行还强调,高估值环境会对纯制造商的股价产生飞轮效应。这有助于他们以低廉的成本为增长提供资金。反过来,当他们实现产量增长时,它可以帮助推高股价。美国银行补充道(编辑):</blockquote></p><p>Capital for EV OEMs is widely available and cheap in current market conditions. Therefore, momentum/support for many of the stocks, especially Tesla and Lucid, will persist. A 10% dilutive equity raise for Lucid, meanwhile, could fund over three incremental plants and more than 750,000 incremental units of capacity, making the company a relatively large global luxury automaker. (Benzinga)Hence, we believe Lucid investors should not be worried about its premium valuation. Instead, Lucid has capitalized on its premium valuation with its highly successful notes offering. It proves that the institutional support for Lucid's business model is very robust, and that's critical.</p><p><blockquote>在当前的市场条件下,电动汽车原始设备制造商的资本随处可见且廉价。因此,许多股票,尤其是特斯拉和Lucid的动力/支撑将持续存在。与此同时,Lucid 10%的稀释性股权融资可以为超过三个增量工厂和超过75万辆增量产能提供资金,使该公司成为相对较大的全球豪华汽车制造商。(Benzinga)因此,我们认为Lucid投资者不应担心其溢价估值。相反,Lucid通过其非常成功的票据发行利用了其溢价估值。这证明了对Lucid商业模式的机构支持非常强大,这一点至关重要。</blockquote></p><p>Nevertheless, the company still needs to prove its production ramp capability. However, we think its valuation, coupled with its success in acquiring cheap funding, makes its current price a Buy.</p><p><blockquote>尽管如此,该公司仍需要证明其增产能力。然而,我们认为其估值,加上其成功获得廉价资金,使其目前的价格值得买入。</blockquote></p><p>Therefore, we revise our rating on LCID stock to Buy for speculative investors only.</p><p><blockquote>因此,我们修改了对LCID股票的评级,仅供投机性投资者购买。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lucid Stock: Down 33% From Its November High, It's Time To Turn Bullish<blockquote>Lucid股票:较11月高点下跌33%,是时候转向看涨了</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\">\nLucid Stock: Down 33% From Its November High, It's Time To Turn Bullish<blockquote>Lucid股票:较11月高点下跌33%,是时候转向看涨了</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-29 16:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Lucid stock has dropped 33% from its November high.</li><li>The company recently completed a highly successful convertible notes offering, which was fully subscribed.</li><li>We discuss why we think it's time for EV investors to turn bullish on Lucid stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b06efeb97c339c447478d616e8e4db7\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Eugene Gologursky/Getty Images Entertainment</span></p><p><blockquote><ul><li>Lucid股价较11月高点下跌33%。</li><li>该公司最近完成了一次非常成功的可转换票据发行,并获得了全额认购。</li><li>我们讨论了为什么我们认为电动汽车投资者是时候看好Lucid股票了。</li></ul><p class=\"t-img-caption\"><span>尤金·戈洛古尔斯基/盖蒂图片社娱乐公司</span></p></blockquote></p><p>Lucid Group(LCID) stock has fallen 26% since our previous article (Neutral rating) was published as we encouraged investors to be patient. We also discussed our thesis in detail, so readers can refer to it if they need a primer.</p><p><blockquote>自我们上一篇文章(中性评级)发表以来,Lucid Group(LCID)股价已下跌26%,因为我们鼓励投资者保持耐心。我们还详细讨论了我们的论文,所以如果读者需要入门书,可以参考。</blockquote></p><p>Its stock was battered as it suffered the double whammy of growth stock retracement and the recent SEC scrutiny over its SPAC combination.</p><p><blockquote>由于遭受成长型股票回撤和最近SEC对其SPAC合并的审查的双重打击,该公司的股价遭受重创。</blockquote></p><p>While the stock is still priced at a premium, we believe that it seems more reasonably valued now. Moreover, being priced at a premium has not deterred institutional investors from fully snapping up its convertible notes offering, plus its option.</p><p><blockquote>虽然该股的定价仍有溢价,但我们认为它现在的估值似乎更合理。此外,定价溢价并没有阻止机构投资者全力抢购其可转换票据及其期权。</blockquote></p><p>Therefore, we believe it's apt to discuss why we have revised our rating to Buy.</p><p><blockquote>因此,我们认为讨论为什么我们将评级修改为买入是恰当的。</blockquote></p><p>Why We Are Turning Bullish on LCID Now</p><p><blockquote>为什么我们现在开始看好LCID</blockquote></p><p>Lucid Group estimates that it will produce 500K vehicles by 2030. However, it has planned for only 20K and 50K units by 2022 and 2023, respectively. Therefore, we believe that LCID's long-term production forecast is highly speculative at best for now. Nevertheless, readers should be clear that it doesn't mean that Lucid cannot meet its target. The company has clearly demonstrated the engineering expertise to produce a world-class luxury EV. Having its Air Dream winning the 2022 MotorTrend Car of the Year was just the start of its objective towards the $25K mass-market EV. Being the newly crowned "range king" is certainly no mean feat. It's a hallmark of world-class engineering talent that we should give sufficient due credit to CEO Peter Rawlinson & Co. It shows the clear supremacy of Lucid's amazing powertrain efficiency. While its base model Air Pure is priced at a significant premium (from $77.4K), we should expect more iterations moving forward. Rawlinson's strategy of "moving down the chain" is a well-proven model that Tesla (TSLA) has perfected. While one can argue that Lucid is no Tesla (at least not yet), we also can argue that the strategy can work. Moreover, Lucid's vertically-integrated stack gives the company the critical advantage to work wonders with its powertrain efficiency. Rawlinson emphasized (edited):</p><p><blockquote>Lucid Group预计到2030年将生产50万辆汽车。然而,该公司计划到2022年和2023年分别仅生产2万辆和5万辆。因此,我们认为LCID的长期产量预测目前充其量只是高度投机。尽管如此,读者应该清楚,这并不意味着Lucid无法实现其目标。该公司已经清楚地展示了生产世界级豪华电动汽车的工程专业知识。Air梦想赢得2022年MotorTrend年度汽车奖只是其迈向2.5万美元大众市场电动汽车目标的开始。成为新加冕的“靶场之王”当然不是一件容易的事。这是世界级工程人才的标志,我们应该给予首席执行官彼得·罗林森公司足够的信任。它显示了Lucid惊人的动力系统效率的明显优势。虽然其基本型号Air Pure的定价显着溢价(7.74万美元起),但我们应该预计未来会有更多迭代。罗林森的“向下移动”战略是特斯拉(TSLA)已经完善的经过充分验证的模式。虽然有人可以说Lucid不是特斯拉(至少现在还不是),但我们也可以说该策略是可行的。此外,Lucid的垂直集成堆栈为该公司提供了关键优势,可以凭借其动力系统效率创造奇迹。罗林森强调(编辑):</blockquote></p><p>Lexus did it. Tesla did it. Great brands have started with a high-end product and gradually made that more accessible.<i>Step one of that plan is we use efficiency to create long-range</i>. Then, we can then produce a product like Air Pure. We still need to get the cost of the battery pack and battery cells down through mass industrialization through the economy of scale. Because the battery pack is the most expensive single component in an electric car, it means that we can go for a competitive range — say, at 400 miles in the future — with a smaller pack, which is going to cost us less. In the future, I could buy cells at, say, under $100 a kilowatt-hour, maybe $90. I could then buy the cells for that pack for $2,300. I could build a pack for under $3,000. And then I could have a $25,000 car. That's the future. (Insider)Nevertheless,BloombergNEF estimates that we will observe a slight increase in lithium-ion battery pack cost to $135 in 2022, up from $132 this year. It also will mark the first time we see a nominal increase in battery pack prices in the last ten years due to the spike in raw material costs. Notably, it expects prices to be half of what we observe today by 2030. Hence, we trust that Rawlinson will get that mass-market car out in due course as it ramps production.</p><p><blockquote>雷克萨斯做到了。是特斯拉干的。伟大的品牌从高端产品开始,并逐渐使其更容易获得。<i>该计划第一步是我们利用效率创造长期</i>然后,我们就可以生产出像Air Pure这样的产品。我们仍然需要通过规模经济的大规模产业化来降低电池组和电芯的成本。由于电池组是电动汽车中最昂贵的单个组件,这意味着我们可以使用更小的电池组来获得具有竞争力的续航里程(例如,未来可行驶400英里),这将使我们的成本更低。在未来,我可以以每千瓦时不到100美元,甚至90美元的价格购买电池。然后我可以花2300美元买到那包电池。我可以花不到3000美元做一个包。然后我就可以拥有一辆价值25,000美元的汽车。这就是未来。(内幕)尽管如此,彭博新能源财经估计,我们将观察到锂离子电池组成本从今年的132美元小幅上涨至2022年的135美元。这也将标志着过去十年来,由于原材料成本飙升,我们首次看到电池组价格出现名义上涨。值得注意的是,它预计到2030年价格将是我们今天观察到的价格的一半。因此,我们相信罗林森将在适当的时候推出这款大众市场汽车,以提高产量。</blockquote></p><p><b>Can Lucid Ramp Production Successfully?</b></p><p><blockquote><b>Lucid能否成功增产?</b></blockquote></p><p></p><p>Let's put it this way. We think Lucid still needs to prove its production ramp. Getting to 50K by 2023 will be a good start. It has proven its technology, but it still needs to prove its manufacturing expertise. But, Lucid has got all the ingredients to be successful. It's riding the green tidal wave of mainstream EV adoption in the US from 2022. The regulatory climate is positive toward EVs. General Motors (GM) and Ford (F) will ramp their EV deliveries from 2022. Rivian (RIVN) is ramping production of their amazing EV trucks. Tesla is estimated to reach a 2M production run rate next year. Some investors believe that more intense competition will crush new upstarts like Lucid, which has not proven their volume production expertise. The concerns are valid. Manufacturing is a different ball game. And we're not saying that Lucid will not meet production hurdles along the way. Investors should assume that the company will suffer from hiccups and bottlenecks. But, importantly, the competitive landscape is actually conducive for Lucid and not prohibitive. The US EV penetration rate is just under 3%. Furthermore, according to IHS Markit, the US EV share of new car sales is estimated to reach 5% in 2022. The estimates also are in line with Bloomberg NEF's 5.2% penetration rate. The EV penetration rates in the No. 1 market (China) and the No. 2 market (Europe) are already in double digits. Therefore, the US EV market is really still in its infancy. Yes, there will be competition. But to say that the competition will stifle Lucid, which has proven its automobile technology is not credible, we think. The US EV market is just getting started, and Lucid can certainly ride the secular trend well if it can ramp production successfully.</p><p><blockquote>这么说吧。我们认为Lucid仍需要证明其产量增长。到2023年达到5万将是一个好的开始。它已经证明了自己的技术,但还需要证明自己的制造专长。但是,Lucid拥有成功的所有要素。从2022年起,它将乘着美国主流电动汽车采用的绿色浪潮。监管环境对电动汽车持积极态度。通用汽车(GM)和福特(F)将从2022年起增加电动汽车交付量。Rivian(RIVN)正在提高其令人惊叹的电动卡车的产量。预计特斯拉明年的产量将达到200万辆。一些投资者认为,更激烈的竞争将压垮像Lucid这样尚未证明其量产专业知识的新贵。这些担忧是有道理的。制造业是一场不同的比赛。我们并不是说Lucid在此过程中不会遇到生产障碍。投资者应该假设该公司将会遇到问题和瓶颈。但是,重要的是,竞争格局实际上有利于Lucid,而不是令人望而却步。美国电动汽车普及率略低于3%。此外,根据IHS Markit的数据,预计2022年美国电动汽车在新车销量中的份额将达到5%。这一估计也与彭博新能源财经5.2%的渗透率一致。第一市场(中国)和第二市场(欧洲)的电动汽车渗透率已经达到两位数。因此,美国电动汽车市场确实还处于起步阶段。是的,会有竞争。但说竞争会扼杀已经证明其汽车技术的Lucid是不可信的,我们认为。美国电动汽车市场才刚刚起步,如果Lucid能够成功提高产量,它肯定可以很好地顺应长期趋势。</blockquote></p><p>Notably, institutional investors are very confident that Lucid can do it. The company emphasized recently that its convertible notes offering, including its option, has been fully subscribed. Therefore, the company has managed to raise $1.99B in net proceeds, which will be used to ramp production, among other uses. It's important to note that its conversion price of $54.78 per share is 41.7% above its last closing price, which must be converted by December 2026. Therefore, we believe it's a clear vote of confidence the institutional community has given Lucid. The company was debt free coming into the transaction, with a cash and short-term investments balance of $4.8B. It has given Lucid tremendous financial flexibility to price its offering to benefit shareholders and the company at the same time. Investors should note that "the notes will accrue interest at a rate of 1.25% per annum." Therefore, it's a great and affordable offering, we think. CFO Sherry House had also emphasized the company's rock-solid balance sheet in its recent earnings. It would help the company get the affordable funding it needs to ramp CapEx for production, as she added (edited):</p><p><blockquote>值得注意的是,机构投资者对Lucid能够做到这一点非常有信心。该公司最近强调,其可转换票据发行(包括期权)已被全额认购。因此,该公司成功筹集了$1.99 B的净收益,这些收益将用于提高产量等用途。值得注意的是,其转换价格为每股54.78美元,比上次收盘价高出41.7%,上次收盘价必须在2026年12月之前转换。因此,我们相信这是机构界对Lucid投下的明确信任票。该公司在交易中没有债务,现金和短期投资余额为$48亿。它为Lucid提供了巨大的财务灵活性,可以为其发行定价,同时使股东和公司受益。投资者应注意,“该票据将按每年1.25%的利率计息。”因此,我们认为这是一个伟大且负担得起的产品。首席财务官雪莉·豪斯(Sherry House)在最近的财报中还强调了该公司坚如磐石的资产负债表。这将帮助公司获得增加生产资本支出所需的负担得起的资金,正如她补充道(编辑):</blockquote></p><p>So, we're sitting in a terrific place today with $4.8 billion as of September 30, that's going to get us well through 2022. You're going to see a large capex increase happening next year. Actually, multiples ofcapexare going to be deployed next year vs. this year. So we're already doing that acceleration.<i>We do think that there is increasing availability of capital to us today from a lot of different sources</i>. You'll note that we still haven't even taken debt on.<i>So we have the opportunity to provide terrific loan to value there if we chose to take on debt</i>. So we're feeling really good about what we could do, and we feel like we are increasing the company's ability to deploy capital efficiently and quickly. (Lucid's FQ3'21 earnings call)<b>Why Buy LCID Stock at Such a High Premium?</b></p><p><blockquote>因此,截至9月30日,我们今天的处境非常好,拥有48亿美元,这将使我们能够顺利度过2022年。明年您将看到资本支出大幅增加。事实上,明年部署的资本支出将是今年的倍数。所以我们已经在加速了。<i>我们确实认为,今天我们从许多不同来源获得的资本越来越多</i>.你会注意到我们甚至还没有负债。<i>因此,如果我们选择承担债务,我们就有机会提供极好的价值贷款</i>因此,我们对自己能做的事情感觉非常好,我们觉得我们正在提高公司高效、快速地部署资本的能力。(Lucid的21年第三季度收益看涨期权)<b>为什么要以如此高的溢价购买LCID股票?</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba3124f31c4a9080cab2f9604eef1e35\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Lucid stock & peers EV/FY23 Revenue comps. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>Lucid stock&peers EV/2023财年收入比较。数据来源:标普资本智商</span></p></blockquote></p><p>Lucid stock's valuation (EV/FY23 Revenue) has dropped significantly from the previous time we covered it. Although still ahead of Tesla stock's valuation, it has dropped back broadly in line with its pure-play peers. Also, it's no longer trading at 18x FY23 revenue, as we noted previously. Moreover, readers should note that Lucid has committed to a run rate of just 50K vehicles by 2023. Therefore, even if we consider its FY23 revenue multiple as a basis, it might even understate its medium-term run rate when it successfully ramps.</p><p><blockquote>Lucid股票的估值(EV/23财年收入)较我们上次报道时大幅下降。尽管仍领先于特斯拉股票的估值,但其估值已基本回落,与纯股同行一致。此外,正如我们之前指出的,它的交易价格不再是2023财年收入的18倍。此外,读者应该注意到,Lucid承诺到2023年的保有量仅为5万辆。因此,即使我们以其2023财年收入倍数为基础,它甚至可能低估其成功爬坡时的中期运行率。</blockquote></p><p></p><p>Moreover, the "green tidal wave" is expected to lift the momentum of EV stocks in the US market from 2022, given its massive opportunity. Therefore, we think valuations will continue to stay high for the pure-play EV makers, who don't have to transit their ICE production lines. Valuations like this are "perfect" to issue convertible notes or equity offerings.</p><p><blockquote>此外,鉴于其巨大的机遇,“绿色浪潮”预计将从2022年起提振美国市场电动汽车股票的势头。因此,我们认为纯电动汽车制造商的估值将继续保持在高位,因为它们不必运输内燃机生产线。这样的估值对于发行可转换票据或股票发行来说是“完美的”。</blockquote></p><p>Bank of America also highlighted that an elevated valuation environment creates a flywheel effect on the pure-play makers' stock prices. It helps them to fund growth cheaply. And in turn, it can help drive up the stock price as they realize their production growth. BofA added (edited):</p><p><blockquote>美国银行还强调,高估值环境会对纯制造商的股价产生飞轮效应。这有助于他们以低廉的成本为增长提供资金。反过来,当他们实现产量增长时,它可以帮助推高股价。美国银行补充道(编辑):</blockquote></p><p>Capital for EV OEMs is widely available and cheap in current market conditions. Therefore, momentum/support for many of the stocks, especially Tesla and Lucid, will persist. A 10% dilutive equity raise for Lucid, meanwhile, could fund over three incremental plants and more than 750,000 incremental units of capacity, making the company a relatively large global luxury automaker. (Benzinga)Hence, we believe Lucid investors should not be worried about its premium valuation. Instead, Lucid has capitalized on its premium valuation with its highly successful notes offering. It proves that the institutional support for Lucid's business model is very robust, and that's critical.</p><p><blockquote>在当前的市场条件下,电动汽车原始设备制造商的资本随处可见且廉价。因此,许多股票,尤其是特斯拉和Lucid的动力/支撑将持续存在。与此同时,Lucid 10%的稀释性股权融资可以为超过三个增量工厂和超过75万辆增量产能提供资金,使该公司成为相对较大的全球豪华汽车制造商。(Benzinga)因此,我们认为Lucid投资者不应担心其溢价估值。相反,Lucid通过其非常成功的票据发行利用了其溢价估值。这证明了对Lucid商业模式的机构支持非常强大,这一点至关重要。</blockquote></p><p>Nevertheless, the company still needs to prove its production ramp capability. However, we think its valuation, coupled with its success in acquiring cheap funding, makes its current price a Buy.</p><p><blockquote>尽管如此,该公司仍需要证明其增产能力。然而,我们认为其估值,加上其成功获得廉价资金,使其目前的价格值得买入。</blockquote></p><p>Therefore, we revise our rating on LCID stock to Buy for speculative investors only.</p><p><blockquote>因此,我们修改了对LCID股票的评级,仅供投机性投资者购买。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4477067-lucid-stock-down-33-percent-from-its-november-high-its-time-to-turn-bullish\">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":{"LCID":"Lucid Group Inc"},"source_url":"https://seekingalpha.com/article/4477067-lucid-stock-down-33-percent-from-its-november-high-its-time-to-turn-bullish","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168845751","content_text":"SummaryLucid stock has dropped 33% from its November high.The company recently completed a highly successful convertible notes offering, which was fully subscribed.We discuss why we think it's time for EV investors to turn bullish on Lucid stock.Eugene Gologursky/Getty Images EntertainmentLucid Group(LCID) stock has fallen 26% since our previous article (Neutral rating) was published as we encouraged investors to be patient. We also discussed our thesis in detail, so readers can refer to it if they need a primer.Its stock was battered as it suffered the double whammy of growth stock retracement and the recent SEC scrutiny over its SPAC combination.While the stock is still priced at a premium, we believe that it seems more reasonably valued now. Moreover, being priced at a premium has not deterred institutional investors from fully snapping up its convertible notes offering, plus its option.Therefore, we believe it's apt to discuss why we have revised our rating to Buy.Why We Are Turning Bullish on LCID NowLucid Group estimates that it will produce 500K vehicles by 2030. However, it has planned for only 20K and 50K units by 2022 and 2023, respectively. Therefore, we believe that LCID's long-term production forecast is highly speculative at best for now. Nevertheless, readers should be clear that it doesn't mean that Lucid cannot meet its target. The company has clearly demonstrated the engineering expertise to produce a world-class luxury EV. Having its Air Dream winning the 2022 MotorTrend Car of the Year was just the start of its objective towards the $25K mass-market EV. Being the newly crowned \"range king\" is certainly no mean feat. It's a hallmark of world-class engineering talent that we should give sufficient due credit to CEO Peter Rawlinson & Co. It shows the clear supremacy of Lucid's amazing powertrain efficiency. While its base model Air Pure is priced at a significant premium (from $77.4K), we should expect more iterations moving forward. Rawlinson's strategy of \"moving down the chain\" is a well-proven model that Tesla (TSLA) has perfected. While one can argue that Lucid is no Tesla (at least not yet), we also can argue that the strategy can work. Moreover, Lucid's vertically-integrated stack gives the company the critical advantage to work wonders with its powertrain efficiency. Rawlinson emphasized (edited):Lexus did it. Tesla did it. Great brands have started with a high-end product and gradually made that more accessible.Step one of that plan is we use efficiency to create long-range. Then, we can then produce a product like Air Pure. We still need to get the cost of the battery pack and battery cells down through mass industrialization through the economy of scale. Because the battery pack is the most expensive single component in an electric car, it means that we can go for a competitive range — say, at 400 miles in the future — with a smaller pack, which is going to cost us less. In the future, I could buy cells at, say, under $100 a kilowatt-hour, maybe $90. I could then buy the cells for that pack for $2,300. I could build a pack for under $3,000. And then I could have a $25,000 car. That's the future. (Insider)Nevertheless,BloombergNEF estimates that we will observe a slight increase in lithium-ion battery pack cost to $135 in 2022, up from $132 this year. It also will mark the first time we see a nominal increase in battery pack prices in the last ten years due to the spike in raw material costs. Notably, it expects prices to be half of what we observe today by 2030. Hence, we trust that Rawlinson will get that mass-market car out in due course as it ramps production.Can Lucid Ramp Production Successfully?Let's put it this way. We think Lucid still needs to prove its production ramp. Getting to 50K by 2023 will be a good start. It has proven its technology, but it still needs to prove its manufacturing expertise. But, Lucid has got all the ingredients to be successful. It's riding the green tidal wave of mainstream EV adoption in the US from 2022. The regulatory climate is positive toward EVs. General Motors (GM) and Ford (F) will ramp their EV deliveries from 2022. Rivian (RIVN) is ramping production of their amazing EV trucks. Tesla is estimated to reach a 2M production run rate next year. Some investors believe that more intense competition will crush new upstarts like Lucid, which has not proven their volume production expertise. The concerns are valid. Manufacturing is a different ball game. And we're not saying that Lucid will not meet production hurdles along the way. Investors should assume that the company will suffer from hiccups and bottlenecks. But, importantly, the competitive landscape is actually conducive for Lucid and not prohibitive. The US EV penetration rate is just under 3%. Furthermore, according to IHS Markit, the US EV share of new car sales is estimated to reach 5% in 2022. The estimates also are in line with Bloomberg NEF's 5.2% penetration rate. The EV penetration rates in the No. 1 market (China) and the No. 2 market (Europe) are already in double digits. Therefore, the US EV market is really still in its infancy. Yes, there will be competition. But to say that the competition will stifle Lucid, which has proven its automobile technology is not credible, we think. The US EV market is just getting started, and Lucid can certainly ride the secular trend well if it can ramp production successfully.Notably, institutional investors are very confident that Lucid can do it. The company emphasized recently that its convertible notes offering, including its option, has been fully subscribed. Therefore, the company has managed to raise $1.99B in net proceeds, which will be used to ramp production, among other uses. It's important to note that its conversion price of $54.78 per share is 41.7% above its last closing price, which must be converted by December 2026. Therefore, we believe it's a clear vote of confidence the institutional community has given Lucid. The company was debt free coming into the transaction, with a cash and short-term investments balance of $4.8B. It has given Lucid tremendous financial flexibility to price its offering to benefit shareholders and the company at the same time. Investors should note that \"the notes will accrue interest at a rate of 1.25% per annum.\" Therefore, it's a great and affordable offering, we think. CFO Sherry House had also emphasized the company's rock-solid balance sheet in its recent earnings. It would help the company get the affordable funding it needs to ramp CapEx for production, as she added (edited):So, we're sitting in a terrific place today with $4.8 billion as of September 30, that's going to get us well through 2022. You're going to see a large capex increase happening next year. Actually, multiples ofcapexare going to be deployed next year vs. this year. So we're already doing that acceleration.We do think that there is increasing availability of capital to us today from a lot of different sources. You'll note that we still haven't even taken debt on.So we have the opportunity to provide terrific loan to value there if we chose to take on debt. So we're feeling really good about what we could do, and we feel like we are increasing the company's ability to deploy capital efficiently and quickly. (Lucid's FQ3'21 earnings call)Why Buy LCID Stock at Such a High Premium?Lucid stock & peers EV/FY23 Revenue comps. Data source: S&P Capital IQLucid stock's valuation (EV/FY23 Revenue) has dropped significantly from the previous time we covered it. Although still ahead of Tesla stock's valuation, it has dropped back broadly in line with its pure-play peers. Also, it's no longer trading at 18x FY23 revenue, as we noted previously. Moreover, readers should note that Lucid has committed to a run rate of just 50K vehicles by 2023. Therefore, even if we consider its FY23 revenue multiple as a basis, it might even understate its medium-term run rate when it successfully ramps.Moreover, the \"green tidal wave\" is expected to lift the momentum of EV stocks in the US market from 2022, given its massive opportunity. Therefore, we think valuations will continue to stay high for the pure-play EV makers, who don't have to transit their ICE production lines. Valuations like this are \"perfect\" to issue convertible notes or equity offerings.Bank of America also highlighted that an elevated valuation environment creates a flywheel effect on the pure-play makers' stock prices. It helps them to fund growth cheaply. And in turn, it can help drive up the stock price as they realize their production growth. BofA added (edited):Capital for EV OEMs is widely available and cheap in current market conditions. Therefore, momentum/support for many of the stocks, especially Tesla and Lucid, will persist. A 10% dilutive equity raise for Lucid, meanwhile, could fund over three incremental plants and more than 750,000 incremental units of capacity, making the company a relatively large global luxury automaker. (Benzinga)Hence, we believe Lucid investors should not be worried about its premium valuation. Instead, Lucid has capitalized on its premium valuation with its highly successful notes offering. It proves that the institutional support for Lucid's business model is very robust, and that's critical.Nevertheless, the company still needs to prove its production ramp capability. However, we think its valuation, coupled with its success in acquiring cheap funding, makes its current price a Buy.Therefore, we revise our rating on LCID stock to Buy for speculative investors only.","news_type":1,"symbols_score_info":{"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":3074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696645473,"gmtCreate":1640692720804,"gmtModify":1640692731304,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696645473","repostId":"2194480174","repostType":4,"isVote":1,"tweetType":1,"viewCount":3557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696923502,"gmtCreate":1640603995428,"gmtModify":1640603995737,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696923502","repostId":"1138977740","repostType":4,"repost":{"id":"1138977740","kind":"news","pubTimestamp":1640598935,"share":"https://www.laohu8.com/m/news/1138977740?lang=zh_CN&edition=full","pubTime":"2021-12-27 17:55","market":"us","language":"en","title":"AMC Stock: What Comparing 2021's Top Films to 2019's Tells Investors<blockquote>AMC股票:2021年热门电影与2019年热门电影的比较告诉投资者什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138977740","media":"TheStreet","summary":"Superheroes and franchises led the way both years, but the numbers are very different.\n\"Spider-Man: ","content":"<p>Superheroes and franchises led the way both years, but the numbers are very different.</p><p><blockquote>超级英雄和特许经营在这两年都处于领先地位,但数字却大不相同。</blockquote></p><p> \"Spider-Man: No Way Home\" gave AMC Entertainment and Cinemark Holdings a pretty big holiday gift. The movie became the biggest hit of 2021 bringing in over $400 million in domestic box office through Christmas Day.</p><p><blockquote>《蜘蛛侠:英雄无归》给了AMC院线和喜满客控股一份不小的节日礼物。这部电影成为2021年最受欢迎的电影,截至圣诞节,国内票房收入超过4亿美元。</blockquote></p><p> That was good news for the movie theater business, but it's more an anomaly than a sign that the box office has returned to its pre-pandemic glory days. The top-ten films at the domestic box office earned more than twice as much money in 2019 ($4.3 billion) compared to the top ten did in 2021 ($1.8 billion).</p><p><blockquote>这对电影院行业来说是个好消息,但这与其说是票房回到大流行前辉煌岁月的迹象,不如说是一种异常现象。2019年国内票房排名前十的电影(43亿美元)的收入是2021年排名前十的电影(18亿美元)的两倍多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e30747fdda1f99ebd67ee43832e83a5\" tg-width=\"932\" tg-height=\"482\" width=\"100%\" height=\"auto\"><span>Data Source: Box Office Mojo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源:票房魔咒。</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5e67f1eef11f78f62415ab901e68048\" tg-width=\"1016\" tg-height=\"432\" width=\"100%\" height=\"auto\"><span>Data Source: Box Office Mojo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源:票房魔咒。</span></p></blockquote></p><p> <b>Superheoes and Franchises Rule the Box Office</b></p><p><blockquote><b>超级英雄和特许经营统治票房</b></blockquote></p><p> With the exception of 2021's \"Free Guy,\" which came from Walt Disney's 20th Century Studios divison, every film in the top ten in both 2019 stars either a well-known superheor or comes from an established franchise.</p><p><blockquote>除了2021年的《自由人》(Free Guy)来自华特·迪士尼20世纪工作室divison,2019年前十名中的每部电影要么由知名超级英雄主演,要么来自成熟的特许经营权。</blockquote></p><p> That has been the norm for a long time -- franchises and sequels produce big box office -- but 2021's returns suggest that while these movies still bring in theatergoers, the nunber of them has dropped. AMC and Cinemark certainly hope that the lingering pandemic has led to the drop.</p><p><blockquote>这是很长一段时间以来的常态——特许经营和续集会产生巨大的票房——但2021年的回报表明,虽然这些电影仍然吸引了影院观众,但数量已经下降。AMC和喜满客当然希望挥之不去的疫情导致了这一下降。</blockquote></p><p> The problem for shareholders in these companies is that theatrical windows -- the period in which a movie plays in theaters before people can watch them at home -- have shrunk. That leads to lower revenues for films in theaters, according to astudycommissioned by the National Association of Theater Owners:</p><p><blockquote>这些公司的股东面临的问题是影院窗口——人们可以在家观看电影之前在影院播放的时间——已经缩小了。根据全国影院业主协会委托进行的一项研究,这导致影院电影收入下降:</blockquote></p><p> The findings are significant, as shrinking revenues in the home have put pressure on distributors to find a way to boost the fortunes of a home segment in secular decline. Shrinking the length of the theatrical release window has been the mechanism most often cited as a means to that end. This study finds that shorter release windows not only damage theatrical revenues—as expected—they damage home revenues as well. The problem is that while shorter windows might be bad for traditional theatrical box office and, perhaps, for other revenue, that's not how major film producers inclduing Disney and Comcast (Universal) neccessarily value their films. Yes, both companies want to make money in theaters, but they also want to drive subscribers to their streaming services.</p><p><blockquote>这些发现意义重大,因为家庭收入的萎缩给分销商带来了压力,要求他们找到一种方法来提高长期下滑的家庭细分市场的命运。缩短影院释放窗口的长度是最常被引用作为实现这一目的的手段的机制。这项研究发现,较短的上映时间不仅会损害影院收入——正如预期的那样——还会损害家庭收入。问题是,虽然较短的放映时间可能不利于传统影院票房,或许也不利于其他收入,但包括迪士尼和康卡斯特(环球)在内的主要电影制片人并不一定是这样评价他们的电影的。是的,两家公司都想在影院赚钱,但他们也想吸引订户使用他们的流媒体服务。</blockquote></p><p> <b>AMC and Cinemark Can Expect a Better 2022</b></p><p><blockquote><b>AMC和喜满客预计2022年会更好</b></blockquote></p><p> The good news for AMC and Cinemark shareholders is that the pandemic has not ended. While a full box office recovery may be in doubt, a report from Grower Street Analytics suggests that numbers will bounce back in the coming year,Deadline reported.</p><p><blockquote>对于AMC和喜满客股东来说,好消息是疫情尚未结束。据Deadline报道,虽然票房全面复苏可能存在疑问,但Grower Street Analytics的一份报告表明,未来一年票房将会反弹。</blockquote></p><p> The domestic, Chinese and international markets are all poised for improvement in 2022. However, says Gower Street, the most notable gain is expected to be in North America. Currently projected to hit $9.2B in 2022, up from an estimated $4.4B in 2021, that would see it move back up to its pre-pandemic position as the No. 1 global box office market, having been overtaken by China in both 2020 and 2021 — presuming the PRC comes in at the firm’s $8.2B 2022 forecast. Grower does not see global box office recovering fully until 2023. The question -- and it's a fair one -- remains, \"will people ever return to theaters in large numbers for non-blockbsuters?\"</p><p><blockquote>2022年,国内、中国和国际市场都将有所改善。然而,高尔街表示,预计最显着的增长将出现在北美。目前预计2022年将达到92亿美元,高于2021年的44亿美元,这将使其回到疫情之前全球票房第一的地位,在2020年和2021年都被中国超越——假设中国达到该公司2022年82亿美元的预测。Grower预计全球票房要到2023年才能完全复苏。这个问题——这是一个公平的问题——仍然是,“人们会为了非blockbsuters而大量回到影院吗?”</blockquote></p><p> \"While certain segments of moviegoers are closer to pre-pandemic levels, older moviegoers and family audiences have been slower to return,\" according to the Associated Press. \"That’s shrunk already narrow opportunities for non-franchise films to find audiences. Well before the pandemic, superheroes and spectacles were already a bigger and bigger slice of the box-office pie. Right now, they’re closer to the whole meal.\"</p><p><blockquote>据美联社报道,“虽然某些部分的电影观众更接近大流行前的水平,但老年电影观众和家庭观众的回归速度较慢。”“这减少了非特许经营电影找到观众的机会。早在大流行之前,超级英雄和奇观就已经在票房蛋糕中占据了越来越大的份额。现在,它们更接近于全食。”</blockquote></p><p> David A. Gross, who runs the movie consultancy Franchise Entertainment,told the AP that while superhero films have bounced back to about 75% of their pre-pandemic business, other segments have not fared as well. Adult, character-driven genres (characters who don't wear masks or have superpowers) are down \"down 66% to 75% from normal, and family films are at least than 50% off,\" AP reported.</p><p><blockquote>经营电影咨询公司Franchise Entertainment的大卫·A·格罗斯(David A.Gross)告诉美联社,虽然超级英雄电影已反弹至大流行前业务的75%左右,但其他细分市场的表现却不佳。据美联社报道,成人、角色驱动的类型(不戴面具或拥有超能力的角色)“比正常情况下降了66%至75%,家庭电影至少下降了50%以上”。</blockquote></p><p> Even Walt Disney CEO Bob Chapek, a man whose company had seven of the top 10 2021 theatrical releases in 2021, remains non-commital on exactly how his company will use theaters going forward. He did acknowledge during the company's fourth-quarter earnings call that theaters have been a driver for the company, but he seemed open to different types of releases.</p><p><blockquote>即使是华特·迪士尼首席执行官鲍勃·查佩克(Bob Chapek),他的公司在2021年上映的10部2021年影院电影中有7部,仍然没有对他的公司未来将如何使用影院做出承诺。他在公司第四季度财报看涨期权上确实承认,影院一直是公司的驱动力,但他似乎对不同类型的上映持开放态度。</blockquote></p><p></p><p> We're watching very, very carefully different types of movies to see how the different components of the demographics of that market come back, and we're watching very carefully our family films as they're released over the next couple of months to make sure that that market will come back to theatrical exhibition as the general entertainment. Let's say, the films that appeal to a younger target audience have come back. And so, we're sticking with our plan of flexibility because we're still unsure in terms of how the marketplace is going to react when family films come back with a theatrical first window. Disney has released some films on Disney+ at the same time as they premiere in theaters but at an additional charge. The company has also given its most-recent films theatre-only windows that are much shorter than what has been traditional before bringing them to Disney+ without an upcharge.</p><p><blockquote>我们正在非常非常仔细地观看不同类型的电影,以了解该市场人口统计的不同组成部分如何回归,并且我们正在非常仔细地观看我们的家庭电影,因为它们将在未来几个月内上映,以确保该市场将作为一般娱乐回归戏剧展览。比方说,吸引年轻目标观众的电影又回来了。因此,我们坚持我们的灵活性计划,因为我们仍然不确定当家庭电影首次上映时,市场会有什么反应。迪士尼在Disney+上发布了一些电影,同时在影院首映,但需要额外付费。该公司还为其最新电影提供了比传统电影短得多的影院专用窗口,然后将其免费带到Disney+。</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>AMC Stock: What Comparing 2021's Top Films to 2019's Tells Investors<blockquote>AMC股票:2021年热门电影与2019年热门电影的比较告诉投资者什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC Stock: What Comparing 2021's Top Films to 2019's Tells Investors<blockquote>AMC股票:2021年热门电影与2019年热门电影的比较告诉投资者什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-27 17:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Superheroes and franchises led the way both years, but the numbers are very different.</p><p><blockquote>超级英雄和特许经营在这两年都处于领先地位,但数字却大不相同。</blockquote></p><p> \"Spider-Man: No Way Home\" gave AMC Entertainment and Cinemark Holdings a pretty big holiday gift. The movie became the biggest hit of 2021 bringing in over $400 million in domestic box office through Christmas Day.</p><p><blockquote>《蜘蛛侠:英雄无归》给了AMC院线和喜满客控股一份不小的节日礼物。这部电影成为2021年最受欢迎的电影,截至圣诞节,国内票房收入超过4亿美元。</blockquote></p><p> That was good news for the movie theater business, but it's more an anomaly than a sign that the box office has returned to its pre-pandemic glory days. The top-ten films at the domestic box office earned more than twice as much money in 2019 ($4.3 billion) compared to the top ten did in 2021 ($1.8 billion).</p><p><blockquote>这对电影院行业来说是个好消息,但这与其说是票房回到大流行前辉煌岁月的迹象,不如说是一种异常现象。2019年国内票房排名前十的电影(43亿美元)的收入是2021年排名前十的电影(18亿美元)的两倍多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e30747fdda1f99ebd67ee43832e83a5\" tg-width=\"932\" tg-height=\"482\" width=\"100%\" height=\"auto\"><span>Data Source: Box Office Mojo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源:票房魔咒。</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5e67f1eef11f78f62415ab901e68048\" tg-width=\"1016\" tg-height=\"432\" width=\"100%\" height=\"auto\"><span>Data Source: Box Office Mojo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源:票房魔咒。</span></p></blockquote></p><p> <b>Superheoes and Franchises Rule the Box Office</b></p><p><blockquote><b>超级英雄和特许经营统治票房</b></blockquote></p><p> With the exception of 2021's \"Free Guy,\" which came from Walt Disney's 20th Century Studios divison, every film in the top ten in both 2019 stars either a well-known superheor or comes from an established franchise.</p><p><blockquote>除了2021年的《自由人》(Free Guy)来自华特·迪士尼20世纪工作室divison,2019年前十名中的每部电影要么由知名超级英雄主演,要么来自成熟的特许经营权。</blockquote></p><p> That has been the norm for a long time -- franchises and sequels produce big box office -- but 2021's returns suggest that while these movies still bring in theatergoers, the nunber of them has dropped. AMC and Cinemark certainly hope that the lingering pandemic has led to the drop.</p><p><blockquote>这是很长一段时间以来的常态——特许经营和续集会产生巨大的票房——但2021年的回报表明,虽然这些电影仍然吸引了影院观众,但数量已经下降。AMC和喜满客当然希望挥之不去的疫情导致了这一下降。</blockquote></p><p> The problem for shareholders in these companies is that theatrical windows -- the period in which a movie plays in theaters before people can watch them at home -- have shrunk. That leads to lower revenues for films in theaters, according to astudycommissioned by the National Association of Theater Owners:</p><p><blockquote>这些公司的股东面临的问题是影院窗口——人们可以在家观看电影之前在影院播放的时间——已经缩小了。根据全国影院业主协会委托进行的一项研究,这导致影院电影收入下降:</blockquote></p><p> The findings are significant, as shrinking revenues in the home have put pressure on distributors to find a way to boost the fortunes of a home segment in secular decline. Shrinking the length of the theatrical release window has been the mechanism most often cited as a means to that end. This study finds that shorter release windows not only damage theatrical revenues—as expected—they damage home revenues as well. The problem is that while shorter windows might be bad for traditional theatrical box office and, perhaps, for other revenue, that's not how major film producers inclduing Disney and Comcast (Universal) neccessarily value their films. Yes, both companies want to make money in theaters, but they also want to drive subscribers to their streaming services.</p><p><blockquote>这些发现意义重大,因为家庭收入的萎缩给分销商带来了压力,要求他们找到一种方法来提高长期下滑的家庭细分市场的命运。缩短影院释放窗口的长度是最常被引用作为实现这一目的的手段的机制。这项研究发现,较短的上映时间不仅会损害影院收入——正如预期的那样——还会损害家庭收入。问题是,虽然较短的放映时间可能不利于传统影院票房,或许也不利于其他收入,但包括迪士尼和康卡斯特(环球)在内的主要电影制片人并不一定是这样评价他们的电影的。是的,两家公司都想在影院赚钱,但他们也想吸引订户使用他们的流媒体服务。</blockquote></p><p> <b>AMC and Cinemark Can Expect a Better 2022</b></p><p><blockquote><b>AMC和喜满客预计2022年会更好</b></blockquote></p><p> The good news for AMC and Cinemark shareholders is that the pandemic has not ended. While a full box office recovery may be in doubt, a report from Grower Street Analytics suggests that numbers will bounce back in the coming year,Deadline reported.</p><p><blockquote>对于AMC和喜满客股东来说,好消息是疫情尚未结束。据Deadline报道,虽然票房全面复苏可能存在疑问,但Grower Street Analytics的一份报告表明,未来一年票房将会反弹。</blockquote></p><p> The domestic, Chinese and international markets are all poised for improvement in 2022. However, says Gower Street, the most notable gain is expected to be in North America. Currently projected to hit $9.2B in 2022, up from an estimated $4.4B in 2021, that would see it move back up to its pre-pandemic position as the No. 1 global box office market, having been overtaken by China in both 2020 and 2021 — presuming the PRC comes in at the firm’s $8.2B 2022 forecast. Grower does not see global box office recovering fully until 2023. The question -- and it's a fair one -- remains, \"will people ever return to theaters in large numbers for non-blockbsuters?\"</p><p><blockquote>2022年,国内、中国和国际市场都将有所改善。然而,高尔街表示,预计最显着的增长将出现在北美。目前预计2022年将达到92亿美元,高于2021年的44亿美元,这将使其回到疫情之前全球票房第一的地位,在2020年和2021年都被中国超越——假设中国达到该公司2022年82亿美元的预测。Grower预计全球票房要到2023年才能完全复苏。这个问题——这是一个公平的问题——仍然是,“人们会为了非blockbsuters而大量回到影院吗?”</blockquote></p><p> \"While certain segments of moviegoers are closer to pre-pandemic levels, older moviegoers and family audiences have been slower to return,\" according to the Associated Press. \"That’s shrunk already narrow opportunities for non-franchise films to find audiences. Well before the pandemic, superheroes and spectacles were already a bigger and bigger slice of the box-office pie. Right now, they’re closer to the whole meal.\"</p><p><blockquote>据美联社报道,“虽然某些部分的电影观众更接近大流行前的水平,但老年电影观众和家庭观众的回归速度较慢。”“这减少了非特许经营电影找到观众的机会。早在大流行之前,超级英雄和奇观就已经在票房蛋糕中占据了越来越大的份额。现在,它们更接近于全食。”</blockquote></p><p> David A. Gross, who runs the movie consultancy Franchise Entertainment,told the AP that while superhero films have bounced back to about 75% of their pre-pandemic business, other segments have not fared as well. Adult, character-driven genres (characters who don't wear masks or have superpowers) are down \"down 66% to 75% from normal, and family films are at least than 50% off,\" AP reported.</p><p><blockquote>经营电影咨询公司Franchise Entertainment的大卫·A·格罗斯(David A.Gross)告诉美联社,虽然超级英雄电影已反弹至大流行前业务的75%左右,但其他细分市场的表现却不佳。据美联社报道,成人、角色驱动的类型(不戴面具或拥有超能力的角色)“比正常情况下降了66%至75%,家庭电影至少下降了50%以上”。</blockquote></p><p> Even Walt Disney CEO Bob Chapek, a man whose company had seven of the top 10 2021 theatrical releases in 2021, remains non-commital on exactly how his company will use theaters going forward. He did acknowledge during the company's fourth-quarter earnings call that theaters have been a driver for the company, but he seemed open to different types of releases.</p><p><blockquote>即使是华特·迪士尼首席执行官鲍勃·查佩克(Bob Chapek),他的公司在2021年上映的10部2021年影院电影中有7部,仍然没有对他的公司未来将如何使用影院做出承诺。他在公司第四季度财报看涨期权上确实承认,影院一直是公司的驱动力,但他似乎对不同类型的上映持开放态度。</blockquote></p><p></p><p> We're watching very, very carefully different types of movies to see how the different components of the demographics of that market come back, and we're watching very carefully our family films as they're released over the next couple of months to make sure that that market will come back to theatrical exhibition as the general entertainment. Let's say, the films that appeal to a younger target audience have come back. And so, we're sticking with our plan of flexibility because we're still unsure in terms of how the marketplace is going to react when family films come back with a theatrical first window. Disney has released some films on Disney+ at the same time as they premiere in theaters but at an additional charge. The company has also given its most-recent films theatre-only windows that are much shorter than what has been traditional before bringing them to Disney+ without an upcharge.</p><p><blockquote>我们正在非常非常仔细地观看不同类型的电影,以了解该市场人口统计的不同组成部分如何回归,并且我们正在非常仔细地观看我们的家庭电影,因为它们将在未来几个月内上映,以确保该市场将作为一般娱乐回归戏剧展览。比方说,吸引年轻目标观众的电影又回来了。因此,我们坚持我们的灵活性计划,因为我们仍然不确定当家庭电影首次上映时,市场会有什么反应。迪士尼在Disney+上发布了一些电影,同时在影院首映,但需要额外付费。该公司还为其最新电影提供了比传统电影短得多的影院专用窗口,然后将其免费带到Disney+。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/investing/amc-stock-what-comparing-2021s-top-films-to-2019s-tells-investors\">TheStreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.thestreet.com/investing/amc-stock-what-comparing-2021s-top-films-to-2019s-tells-investors","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138977740","content_text":"Superheroes and franchises led the way both years, but the numbers are very different.\n\"Spider-Man: No Way Home\" gave AMC Entertainment and Cinemark Holdings a pretty big holiday gift. The movie became the biggest hit of 2021 bringing in over $400 million in domestic box office through Christmas Day.\nThat was good news for the movie theater business, but it's more an anomaly than a sign that the box office has returned to its pre-pandemic glory days. The top-ten films at the domestic box office earned more than twice as much money in 2019 ($4.3 billion) compared to the top ten did in 2021 ($1.8 billion).\nData Source: Box Office Mojo.\nData Source: Box Office Mojo.\nSuperheoes and Franchises Rule the Box Office\nWith the exception of 2021's \"Free Guy,\" which came from Walt Disney's 20th Century Studios divison, every film in the top ten in both 2019 stars either a well-known superheor or comes from an established franchise.\nThat has been the norm for a long time -- franchises and sequels produce big box office -- but 2021's returns suggest that while these movies still bring in theatergoers, the nunber of them has dropped. AMC and Cinemark certainly hope that the lingering pandemic has led to the drop.\nThe problem for shareholders in these companies is that theatrical windows -- the period in which a movie plays in theaters before people can watch them at home -- have shrunk. That leads to lower revenues for films in theaters, according to astudycommissioned by the National Association of Theater Owners:\n\n The findings are significant, as shrinking revenues in the home have put pressure on distributors to find a way to boost the fortunes of a home segment in secular decline. Shrinking the length of the theatrical release window has been the mechanism most often cited as a means to that end. This study finds that shorter release windows not only damage theatrical revenues—as expected—they damage home revenues as well.\n\nThe problem is that while shorter windows might be bad for traditional theatrical box office and, perhaps, for other revenue, that's not how major film producers inclduing Disney and Comcast (Universal) neccessarily value their films. Yes, both companies want to make money in theaters, but they also want to drive subscribers to their streaming services.\nAMC and Cinemark Can Expect a Better 2022\nThe good news for AMC and Cinemark shareholders is that the pandemic has not ended. While a full box office recovery may be in doubt, a report from Grower Street Analytics suggests that numbers will bounce back in the coming year,Deadline reported.\n\n The domestic, Chinese and international markets are all poised for improvement in 2022. However, says Gower Street, the most notable gain is expected to be in North America. Currently projected to hit $9.2B in 2022, up from an estimated $4.4B in 2021, that would see it move back up to its pre-pandemic position as the No. 1 global box office market, having been overtaken by China in both 2020 and 2021 — presuming the PRC comes in at the firm’s $8.2B 2022 forecast.\n\nGrower does not see global box office recovering fully until 2023. The question -- and it's a fair one -- remains, \"will people ever return to theaters in large numbers for non-blockbsuters?\"\n\"While certain segments of moviegoers are closer to pre-pandemic levels, older moviegoers and family audiences have been slower to return,\" according to the Associated Press. \"That’s shrunk already narrow opportunities for non-franchise films to find audiences. Well before the pandemic, superheroes and spectacles were already a bigger and bigger slice of the box-office pie. Right now, they’re closer to the whole meal.\"\nDavid A. Gross, who runs the movie consultancy Franchise Entertainment,told the AP that while superhero films have bounced back to about 75% of their pre-pandemic business, other segments have not fared as well. Adult, character-driven genres (characters who don't wear masks or have superpowers) are down \"down 66% to 75% from normal, and family films are at least than 50% off,\" AP reported.\nEven Walt Disney CEO Bob Chapek, a man whose company had seven of the top 10 2021 theatrical releases in 2021, remains non-commital on exactly how his company will use theaters going forward. He did acknowledge during the company's fourth-quarter earnings call that theaters have been a driver for the company, but he seemed open to different types of releases.\n\n We're watching very, very carefully different types of movies to see how the different components of the demographics of that market come back, and we're watching very carefully our family films as they're released over the next couple of months to make sure that that market will come back to theatrical exhibition as the general entertainment. Let's say, the films that appeal to a younger target audience have come back. And so, we're sticking with our plan of flexibility because we're still unsure in terms of how the marketplace is going to react when family films come back with a theatrical first window.\n\nDisney has released some films on Disney+ at the same time as they premiere in theaters but at an additional charge. The company has also given its most-recent films theatre-only windows that are much shorter than what has been traditional before bringing them to Disney+ without an upcharge.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":2935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698547775,"gmtCreate":1640480738591,"gmtModify":1640480738892,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":". ","listText":". ","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698547775","repostId":"2193317305","repostType":4,"isVote":1,"tweetType":1,"viewCount":2287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698674911,"gmtCreate":1640395664752,"gmtModify":1640395665040,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698674911","repostId":"1173048178","repostType":4,"repost":{"id":"1173048178","kind":"news","pubTimestamp":1640393368,"share":"https://www.laohu8.com/m/news/1173048178?lang=zh_CN&edition=full","pubTime":"2021-12-25 08:49","market":"us","language":"en","title":"A Christmas Wish List For EV Makers<blockquote>电动汽车制造商的圣诞愿望清单</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173048178","media":"Benzinga","summary":"Wall Street is unanimous about the massive electric vehicle market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on Christmas wish lists for the EV makers.Christmas Wish List:The EV sectors would be hoping for two things heading into Christmas and the end of the year, Ives said.Moderation in the chip shortage that severely constrained production.Hope the EV demand inflection predicted for 2022 materializes.$5T Market Opportunit","content":"<p><div> Wall Street is unanimous about the massive electric vehicle market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on Christmas wish ...</p><p><blockquote><div>华尔街一致认为未来几年将出现的巨大电动汽车市场机遇。在这种背景下,韦德布什的一位分析师思考了圣诞愿望可能是什么...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Christmas Wish List For EV Makers<blockquote>电动汽车制造商的圣诞愿望清单</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\">\nA Christmas Wish List For EV Makers<blockquote>电动汽车制造商的圣诞愿望清单</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-25 08:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Wall Street is unanimous about the massive electric vehicle market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on Christmas wish ...</p><p><blockquote><div>华尔街一致认为未来几年将出现的巨大电动汽车市场机遇。在这种背景下,韦德布什的一位分析师思考了圣诞愿望可能是什么...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173048178","content_text":"Wall Street is unanimous about the massive electric vehicle market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on Christmas wish lists for the EV makers.\nChristmas Wish List:The EV sectors would be hoping for two things heading into Christmas and the end of the year, Ives said.\n\nModeration in the chip shortage that severely constrained production.\nHope the EV demand inflection predicted for 2022 materializes.\n\n$5T Market Opportunity Over Next Decade: The EV revolution expected to materialize in 2022 and beyond will translate to a $5 trillion market opportunity over the next decade, Ives said in the note. Tesla Inc(NASDAQ:TSLA) will be the major beneficiary of the inflection, the analyst said.\nOthers such as traditional automakers General Motors Company(NYSE:GM), Volkswagen AG(OTC:VWAGY) and Ford Motor Company(NYSE:F), as well as EV-focused vendorsCanoo Inc(NASDAQ:GOEV), Lucid Group Inc(NASDAQ:LCID), Fisker Inc(NYSE:FSR) and Rivian Automotive Inc(NASDAQ:RIVN) also stand to capitalize, he added.\nEurope and China have seen a clear acceleration in EV adoption. The U.S., with just 2% penetration, lags behind, the analyst noted.\nEV supply chain plays such as Li-Cycle Holdings Corp(NYSE:LICY), ChargePoint Holdings Inc(NYSE:CHPT), Evgo Inc(NASDAQ:EVGO), Electric Last Mile Solutions Inc(NASDAQ:ELMS), Xos Inc(NASDAQ:XOS) and Hyzon Motors Inc(NASDAQ:HYZN), among others are well-positioned to benefit, Ives said.\nOn the software front, connected data plays such as Wejo Group Ltd(NASDAQ:WEJO) are likely to benefit from the next generation of EVs and adoption taking hold over the next 12 to 18 months, he added.\nEV Valuations Reflecting Future Growth: EV valuations continue to soar, leading many to wonder whether this is a bubble or the first stage of a decade-long EV metamorphosis, Ives said.\n\"The EV stocks are reflecting future parabolic growth and margin potential over the coming years, with now the execution/capacity story taking hold into 2022,\" the analyst wrote in the note.","news_type":1,"symbols_score_info":{"TSLA":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698857780,"gmtCreate":1640350165562,"gmtModify":1640350165858,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698857780","repostId":"1175608113","repostType":4,"repost":{"id":"1175608113","kind":"news","pubTimestamp":1640342686,"share":"https://www.laohu8.com/m/news/1175608113?lang=zh_CN&edition=full","pubTime":"2021-12-24 18:44","market":"us","language":"en","title":"Is Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级,亚马逊股票现在值得买入吗</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175608113","media":"Investors","summary":"Amazon(AMZN) plans to build its first large-format retail stores, making a new foray into physical o","content":"<p><b>Amazon</b>(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against <b>Walmart</b>(WMT). Is Amazon stock a buy?</p><p><blockquote><b>亚马逊</b>亚马逊(AMZN)计划建立首家大型零售店,向实体店进军,并加强与<b>沃尔玛</b>(WMT)。亚马逊股票值得买入吗?</blockquote></p><p> Amazon's 30,000-square-foot stores, which will debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.</p><p><blockquote>亚马逊的30,000平方英尺的商店将在加利福尼亚州和俄亥俄州首次亮相,其规模不到沃尔玛传统商店的三分之一。它们的大小大约是沃尔玛购物中心商店的六分之一。</blockquote></p><p> Walmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.</p><p><blockquote>实体折扣店巨头沃尔玛正在与在线购物巨头亚马逊展开一场关于零售、电子商务和杂货购物未来的战斗。</blockquote></p><p> Much work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.</p><p><blockquote>两家公司要想赢得亚马逊与沃尔玛的战斗,还有很多工作要做。沃尔玛需要扩大在线业务,同时管理28个国家/地区的11,500家商店,其中4,743家在美国。到2021年底,沃尔玛正在重新设计1,000家商店。它的目标是为顾客创造更精简、更快捷的购物体验。</blockquote></p><p> At the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.</p><p><blockquote>与此同时,亚马逊必须继续积极推出仓库配送中心,并弄清楚建立实体店的策略。</blockquote></p><p> Amazon Is Making Critical Investments</p><p><blockquote>亚马逊正在进行关键投资</blockquote></p><p> \"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"</p><p><blockquote>加拿大皇家银行资本市场分析师布拉德·埃里克森在一份报告中表示:“这里的关键问题是,当前的投资周期何时/是否会推动股价上涨和保证金杠杆的证据。”“只有时间才能证明一切,但我们认为,随着消费者越来越需要更快的运输,亚马逊股票正在进行关键投资,这至少应该保持股价上涨,同时重要的是,增加毛利润。”</blockquote></p><p> Amazon reported third-quarter results on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.</p><p><blockquote>亚马逊于10月28日公布了第三季度业绩。调整后收益较去年同期下降51%至每股6.12美元。分析师预期每股8.92美元。营收攀升15%至1108亿美元,低于预期的1116亿美元。</blockquote></p><p> For its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.</p><p><blockquote>亚马逊预计第四季度营收在1300亿美元至1400亿美元之间。这低于分析师预期的1,420亿美元。亚马逊预测息税前利润(EBIT)为15亿美元,而预期为81亿美元。</blockquote></p><p> The company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.</p><p><blockquote>该公司的云计算部门亚马逊网络服务报告收入增长39%,达到116亿美元。这超过了云计算增长35%的预期。</blockquote></p><p> Cowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.</p><p><blockquote>Cowen分析师John Blackledge最近将亚马逊股票的目标价从4,300点上调至4,500点。他将亚马逊列为2022年大型股类别中的“最佳创意”之一。</blockquote></p><p> <b>Amazon Introduces Numerous New Gadgets</b></p><p><blockquote><b>亚马逊推出众多新产品</b></blockquote></p><p> On Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.</p><p><blockquote>9月28日,亚马逊在秋季产品发布会上推出了一系列消费电子产品,包括智能显示器和家用机器人。</blockquote></p><p> The Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.</p><p><blockquote>这家总部位于西雅图的电子商务巨头推出了几款利用其Alexa语音助手技术的设备。其中包括Echo Show 15智能显示屏,旨在让家庭保持有序、联系和娱乐。</blockquote></p><p> Another Alexa-enabled device is Amazon's first robot, which is named Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.</p><p><blockquote>另一款支持Alexa的设备是亚马逊的第一款机器人,名为Astro。机器人将充当保安、伴侣和移动智能显示器。该公司表示,它汇集了人工智能、计算机视觉、传感器技术以及语音和边缘计算的新进展。</blockquote></p><p> Earlier this month, Amazon moved deeper into the television market with an all-new lineup of devices and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.</p><p><blockquote>本月早些时候,亚马逊凭借全新的设备系列和首款亚马逊品牌的4K智能电视深入电视市场。亚马逊电视产品将于10月上市。亚马逊还推出了4K版本的Fire电视棒。</blockquote></p><p> <b>Plenty Of Growth Opportunities</b></p><p><blockquote><b>大量增长机会</b></blockquote></p><p> Amazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.</p><p><blockquote>亚马逊带着大量巨大的增长机会进入2021年。这包括计划在美国范围内扩展其虚拟医疗保健计划。它还在扩大其处方药业务。</blockquote></p><p> On March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.</p><p><blockquote>3月17日,亚马逊宣布其名为Amazon Care的远程医疗试点计划将于今年夏天扩展到所有美国员工及其家人以及其他公司。该计划于18个月前在西雅图总部首次启动。</blockquote></p><p> If Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.</p><p><blockquote>如果亚马逊能够提供更高效的医疗保健服务,那么推动其增长引擎的潜力是巨大的,进而推动亚马逊股票。医疗保健现在占美国经济的近五分之一。</blockquote></p><p> Amazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.</p><p><blockquote>亚马逊表示,该计划使工作人员能够通过聊天或视频会议与医疗专业人员联系,并将患者与医疗专业人员联系起来。此外,Amazon Care可以派遣医疗专业人员到患者家中进行额外护理。</blockquote></p><p> Analysts at Jefferies give Amazon a buy rating and price target or 4,000.</p><p><blockquote>杰富瑞(Jefferies)分析师给予亚马逊买入评级和目标价4,000点。</blockquote></p><p> \"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.</p><p><blockquote>杰富瑞(Jefferies)的一份报告称:“我们认为,连续两次下调指引后的低预期将使亚马逊更好地实现核心零售业务的上行空间。”</blockquote></p><p> \"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.</p><p><blockquote>它表示:“我们还看到亚马逊利润率最高的两项业务AWS和广告出现了有吸引力的增长,这足以抵消劳动力短缺和供应链中断带来的近期成本阻力。”</blockquote></p><p> <b>Tapping The Market For Prescription Drugs</b></p><p><blockquote><b>开拓处方药市场</b></blockquote></p><p></p><p> In addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.</p><p><blockquote>此外,亚马逊正在进军3500亿美元的处方药市场。去年年底,该公司推出了亚马逊药房,在药店和处方药批发商中大放异彩。新部门将为亚马逊Prime会员提供高达80%的仿制药折扣和40%的品牌药物折扣。</blockquote></p><p> On May 26, Amazon announced it is acquiring iconic film studio Metro-Goldwyn-Mayer for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.</p><p><blockquote>5月26日,亚马逊宣布以84.5亿美元收购标志性电影制片厂米高梅,希望广泛扩大其在流媒体视频领域的地位,并增加其Prime rewards计划的价值。此次收购是亚马逊自2017年以137亿美元收购全食超市以来规模最大的一次。</blockquote></p><p> To get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.</p><p><blockquote>要获得Amazon Prime,用户需要为该服务支付年费或月费,并获得多项福利。这包括免费访问亚马逊视频和亚马逊音乐。亚马逊在其电影和电视业务以及体育直播上投资了数十亿美元。</blockquote></p><p> Another growth vehicle for Amazon in 2021 is advertising. When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers. And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.</p><p><blockquote>2021年亚马逊的另一个增长载体是广告。在寻找产品时,大约一半的美国成年人从亚马逊开始搜索。更多的搜索会吸引更多的广告商。由于新冠肺炎导致更多的消费者在线购物,这将使亚马逊的广告增长保持强劲。</blockquote></p><p></p>","source":"lsy1610449120050","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级,亚马逊股票现在值得买入吗</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级,亚马逊股票现在值得买入吗</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investors</strong><span class=\"h-time small\">2021-12-24 18:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Amazon</b>(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against <b>Walmart</b>(WMT). Is Amazon stock a buy?</p><p><blockquote><b>亚马逊</b>亚马逊(AMZN)计划建立首家大型零售店,向实体店进军,并加强与<b>沃尔玛</b>(WMT)。亚马逊股票值得买入吗?</blockquote></p><p> Amazon's 30,000-square-foot stores, which will debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.</p><p><blockquote>亚马逊的30,000平方英尺的商店将在加利福尼亚州和俄亥俄州首次亮相,其规模不到沃尔玛传统商店的三分之一。它们的大小大约是沃尔玛购物中心商店的六分之一。</blockquote></p><p> Walmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.</p><p><blockquote>实体折扣店巨头沃尔玛正在与在线购物巨头亚马逊展开一场关于零售、电子商务和杂货购物未来的战斗。</blockquote></p><p> Much work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.</p><p><blockquote>两家公司要想赢得亚马逊与沃尔玛的战斗,还有很多工作要做。沃尔玛需要扩大在线业务,同时管理28个国家/地区的11,500家商店,其中4,743家在美国。到2021年底,沃尔玛正在重新设计1,000家商店。它的目标是为顾客创造更精简、更快捷的购物体验。</blockquote></p><p> At the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.</p><p><blockquote>与此同时,亚马逊必须继续积极推出仓库配送中心,并弄清楚建立实体店的策略。</blockquote></p><p> Amazon Is Making Critical Investments</p><p><blockquote>亚马逊正在进行关键投资</blockquote></p><p> \"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"</p><p><blockquote>加拿大皇家银行资本市场分析师布拉德·埃里克森在一份报告中表示:“这里的关键问题是,当前的投资周期何时/是否会推动股价上涨和保证金杠杆的证据。”“只有时间才能证明一切,但我们认为,随着消费者越来越需要更快的运输,亚马逊股票正在进行关键投资,这至少应该保持股价上涨,同时重要的是,增加毛利润。”</blockquote></p><p> Amazon reported third-quarter results on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.</p><p><blockquote>亚马逊于10月28日公布了第三季度业绩。调整后收益较去年同期下降51%至每股6.12美元。分析师预期每股8.92美元。营收攀升15%至1108亿美元,低于预期的1116亿美元。</blockquote></p><p> For its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.</p><p><blockquote>亚马逊预计第四季度营收在1300亿美元至1400亿美元之间。这低于分析师预期的1,420亿美元。亚马逊预测息税前利润(EBIT)为15亿美元,而预期为81亿美元。</blockquote></p><p> The company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.</p><p><blockquote>该公司的云计算部门亚马逊网络服务报告收入增长39%,达到116亿美元。这超过了云计算增长35%的预期。</blockquote></p><p> Cowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.</p><p><blockquote>Cowen分析师John Blackledge最近将亚马逊股票的目标价从4,300点上调至4,500点。他将亚马逊列为2022年大型股类别中的“最佳创意”之一。</blockquote></p><p> <b>Amazon Introduces Numerous New Gadgets</b></p><p><blockquote><b>亚马逊推出众多新产品</b></blockquote></p><p> On Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.</p><p><blockquote>9月28日,亚马逊在秋季产品发布会上推出了一系列消费电子产品,包括智能显示器和家用机器人。</blockquote></p><p> The Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.</p><p><blockquote>这家总部位于西雅图的电子商务巨头推出了几款利用其Alexa语音助手技术的设备。其中包括Echo Show 15智能显示屏,旨在让家庭保持有序、联系和娱乐。</blockquote></p><p> Another Alexa-enabled device is Amazon's first robot, which is named Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.</p><p><blockquote>另一款支持Alexa的设备是亚马逊的第一款机器人,名为Astro。机器人将充当保安、伴侣和移动智能显示器。该公司表示,它汇集了人工智能、计算机视觉、传感器技术以及语音和边缘计算的新进展。</blockquote></p><p> Earlier this month, Amazon moved deeper into the television market with an all-new lineup of devices and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.</p><p><blockquote>本月早些时候,亚马逊凭借全新的设备系列和首款亚马逊品牌的4K智能电视深入电视市场。亚马逊电视产品将于10月上市。亚马逊还推出了4K版本的Fire电视棒。</blockquote></p><p> <b>Plenty Of Growth Opportunities</b></p><p><blockquote><b>大量增长机会</b></blockquote></p><p> Amazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.</p><p><blockquote>亚马逊带着大量巨大的增长机会进入2021年。这包括计划在美国范围内扩展其虚拟医疗保健计划。它还在扩大其处方药业务。</blockquote></p><p> On March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.</p><p><blockquote>3月17日,亚马逊宣布其名为Amazon Care的远程医疗试点计划将于今年夏天扩展到所有美国员工及其家人以及其他公司。该计划于18个月前在西雅图总部首次启动。</blockquote></p><p> If Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.</p><p><blockquote>如果亚马逊能够提供更高效的医疗保健服务,那么推动其增长引擎的潜力是巨大的,进而推动亚马逊股票。医疗保健现在占美国经济的近五分之一。</blockquote></p><p> Amazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.</p><p><blockquote>亚马逊表示,该计划使工作人员能够通过聊天或视频会议与医疗专业人员联系,并将患者与医疗专业人员联系起来。此外,Amazon Care可以派遣医疗专业人员到患者家中进行额外护理。</blockquote></p><p> Analysts at Jefferies give Amazon a buy rating and price target or 4,000.</p><p><blockquote>杰富瑞(Jefferies)分析师给予亚马逊买入评级和目标价4,000点。</blockquote></p><p> \"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.</p><p><blockquote>杰富瑞(Jefferies)的一份报告称:“我们认为,连续两次下调指引后的低预期将使亚马逊更好地实现核心零售业务的上行空间。”</blockquote></p><p> \"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.</p><p><blockquote>它表示:“我们还看到亚马逊利润率最高的两项业务AWS和广告出现了有吸引力的增长,这足以抵消劳动力短缺和供应链中断带来的近期成本阻力。”</blockquote></p><p> <b>Tapping The Market For Prescription Drugs</b></p><p><blockquote><b>开拓处方药市场</b></blockquote></p><p></p><p> In addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.</p><p><blockquote>此外,亚马逊正在进军3500亿美元的处方药市场。去年年底,该公司推出了亚马逊药房,在药店和处方药批发商中大放异彩。新部门将为亚马逊Prime会员提供高达80%的仿制药折扣和40%的品牌药物折扣。</blockquote></p><p> On May 26, Amazon announced it is acquiring iconic film studio Metro-Goldwyn-Mayer for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.</p><p><blockquote>5月26日,亚马逊宣布以84.5亿美元收购标志性电影制片厂米高梅,希望广泛扩大其在流媒体视频领域的地位,并增加其Prime rewards计划的价值。此次收购是亚马逊自2017年以137亿美元收购全食超市以来规模最大的一次。</blockquote></p><p> To get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.</p><p><blockquote>要获得Amazon Prime,用户需要为该服务支付年费或月费,并获得多项福利。这包括免费访问亚马逊视频和亚马逊音乐。亚马逊在其电影和电视业务以及体育直播上投资了数十亿美元。</blockquote></p><p> Another growth vehicle for Amazon in 2021 is advertising. When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers. And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.</p><p><blockquote>2021年亚马逊的另一个增长载体是广告。在寻找产品时,大约一半的美国成年人从亚马逊开始搜索。更多的搜索会吸引更多的广告商。由于新冠肺炎导致更多的消费者在线购物,这将使亚马逊的广告增长保持强劲。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investors.com/news/technology/amazon-stock-buy-now/?src=A00220\">Investors</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","AMZN":"亚马逊"},"source_url":"https://www.investors.com/news/technology/amazon-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175608113","content_text":"Amazon(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against Walmart(WMT). Is Amazon stock a buy?\nAmazon's 30,000-square-foot stores, which will debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.\nWalmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.\nMuch work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.\nAt the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.\nAmazon Is Making Critical Investments\n\"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"\nAmazon reported third-quarter results on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.\nFor its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.\nThe company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.\nCowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.\nAmazon Introduces Numerous New Gadgets\nOn Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.\nThe Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.\nAnother Alexa-enabled device is Amazon's first robot, which is named Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.\nEarlier this month, Amazon moved deeper into the television market with an all-new lineup of devices and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.\nPlenty Of Growth Opportunities\nAmazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.\nOn March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.\nIf Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.\nAmazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.\nAnalysts at Jefferies give Amazon a buy rating and price target or 4,000.\n\"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.\n\"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.\nTapping The Market For Prescription Drugs\nIn addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.\nOn May 26, Amazon announced it is acquiring iconic film studio Metro-Goldwyn-Mayer for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.\nTo get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.\nAnother growth vehicle for Amazon in 2021 is advertising. When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers. And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.","news_type":1,"symbols_score_info":{"WMT":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691269505,"gmtCreate":1640208755825,"gmtModify":1640208756109,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":". ","listText":". ","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691269505","repostId":"2193192720","repostType":4,"isVote":1,"tweetType":1,"viewCount":4401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691324729,"gmtCreate":1640139915590,"gmtModify":1640139915831,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/691324729","repostId":"1132502645","repostType":4,"repost":{"id":"1132502645","kind":"news","pubTimestamp":1640138400,"share":"https://www.laohu8.com/m/news/1132502645?lang=zh_CN&edition=full","pubTime":"2021-12-22 10:00","market":"us","language":"en","title":"Nvidia, Marvell and Micron among top semi stocks for 2022, UBS says<blockquote>瑞银表示,Nvidia、Marvell和Micron跻身2022年半导体股票之列</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132502645","media":"Seeking Alpha","summary":"Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semicon","content":"<p>Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semiconductor stocks for 2022 at UBS, as the investment firm favors companies that have exposure to artificial intelligence and edge computing.</p><p><blockquote>英伟达(纳斯达克股票代码:NVDA)、Marvell Technology(纳斯达克股票代码:MRVL)和美光科技(纳斯达克股票代码:MU)是瑞银2022年顶级半导体股票之一,因为该投资公司青睐涉足人工智能和边缘计算的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a1c53ba379b52dcd7584cb55a0b11a\" tg-width=\"1536\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>David Becker/Getty Images News</span></p><p><blockquote><p class=\"t-img-caption\"><span>大卫·贝克尔/盖蒂图片社新闻</span></p></blockquote></p><p> Analyst Timothy Arcuri believes that Nvidia (NVDA) is likely to benefit as it builds more \"stable\" revenue sources around its GPU and software moats, while Marvell (MRVL) is capable of using its \"broad portfolio\" and 5 nanometer investments into a host of new applications and opportunities. UBS has a buy rating on Nvidia (NVDA).</p><p><blockquote>分析师Timothy Arcuri认为,Nvidia(NVDA)可能会受益,因为它围绕其GPU和软件护城河建立了更“稳定”的收入来源,而Marvell(MRVL)有能力利用其“广泛的产品组合”和5纳米投资进入许多新的应用程序和机会。瑞银对英伟达(NVDA)给予买入评级。</blockquote></p><p> Micron (MU), which reported third-quarter earnings on Monday that beat Wall Street expectations, is likely to benefit in 2022 as an increase in memory could \"drive a re-rating as DRAM cycles are becoming more durable,\" UBS wrote. Arcuri has a buy rating on Micron (MU) shares.</p><p><blockquote>瑞银写道,美光科技(MU)周一公布的第三季度收益超出了华尔街的预期,该公司可能会在2022年受益,因为内存的增加可能“随着DRAM周期变得更加持久,推动重新评级”。Arcuri对美光科技(MU)股票给予买入评级。</blockquote></p><p> Lam Research(NASDAQ:LRCX) is also likely to benefit in 2022, as UBS sees a \"hockey stick\"-like growth in NAND Wafer Fab Equipment and Teradyne(NASDAQ:TER)should benefit from the system-on-a-chip test market \"is biased potentially much higher in '22 as it 'catches up' with front-end WFE.\"</p><p><blockquote>泛林研究(纳斯达克股票代码:LRCX)也可能在2022年受益,因为瑞银认为NAND晶圆厂设备将出现“曲棍球棒”式增长,而泰瑞达(纳斯达克股票代码:TER)应该会受益于片上系统测试市场“随着‘赶上’前端WFE,22年的偏差可能会高得多。”</blockquote></p><p> Additionally, companies like Broadcom(NASDAQ:AVGO), Synopsys(NASDAQ:SNPS), Analog Devices(NASDAQ:ADI)and Intel(NASDAQ:INTC)are all likely to benefit for a variety of different reasons, with Broadcom (AVGO) offering cyclical downside protection. Synopsys (SNPS) has a strong digital position, while Analog Digital Devices (ADI) could benefit from cost synergies of the Maxim deal.</p><p><blockquote>此外,博通(纳斯达克:AVGO)、新思科技(纳斯达克:SNPS)、ADI(纳斯达克:ADI)和英特尔(纳斯达克:INTC)等公司都可能因各种不同原因受益,其中博通(AVGO)提供周期性下行保护。Synopsys(SNPS)拥有强大的数字地位,而Analog Digital Devices(ADI)可以从Maxim交易的成本协同效应中受益。</blockquote></p><p> Intel (INTC), which has been beleaguered in recent years, is \"starting to close the competitive gap in terms of product roadmap with Alder Lake and Sapphire Rapids, but the substantial [capital expenditure] and uncertain return associated with foundry efforts keep us on the sidelines,\" Arcuri wrote in a note to investors, rating shares neutral.</p><p><blockquote>近年来陷入困境的英特尔(INTC)“开始缩小与Alder Lake和Sapphire Rapids在产品路线图方面的竞争差距,但与代工工作相关的巨额[资本支出]和不确定的回报让我们保持观望,”阿库里在给投资者的一份报告中写道,股票评级为中性。</blockquote></p><p> The picture for other major chipmakers like Advanced Micro Devices(NASDAQ:AMD)and Qualcomm(NASDAQ:QCOM)is more mixed, with Arcuri citing Intel's (INTC) ability to close the gap with AMD, while Qualcomm is tied to a \"mmWave ramp that still seems a ways out.\"</p><p><blockquote>Advanced Micro Devices(纳斯达克股票代码:AMD)和高通(纳斯达克股票代码:QCOM)等其他主要芯片制造商的情况则更加复杂,Arcuri引用了英特尔(INTC)缩小与AMD差距的能力,而高通则与“毫米波斜坡”联系在一起这似乎仍然是一条出路。”</blockquote></p><p> Last week, Qualcomm (QCOM) was named Morgan Stanley's top semiconductor stock heading into 2022, as the company is likely to benefit from continued growth in the smartphone business, notably 5G, and the company's growing exposure to the automotive and Internet of Things business.</p><p><blockquote>上周,高通(QCOM)被摩根士丹利评为进入2022年的顶级半导体股票,因为该公司可能会受益于智能手机业务(尤其是5G)的持续增长,以及该公司在汽车和物联网业务方面不断增长的敞口。</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>Nvidia, Marvell and Micron among top semi stocks for 2022, UBS says<blockquote>瑞银表示,Nvidia、Marvell和Micron跻身2022年半导体股票之列</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, Marvell and Micron among top semi stocks for 2022, UBS says<blockquote>瑞银表示,Nvidia、Marvell和Micron跻身2022年半导体股票之列</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-22 10:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semiconductor stocks for 2022 at UBS, as the investment firm favors companies that have exposure to artificial intelligence and edge computing.</p><p><blockquote>英伟达(纳斯达克股票代码:NVDA)、Marvell Technology(纳斯达克股票代码:MRVL)和美光科技(纳斯达克股票代码:MU)是瑞银2022年顶级半导体股票之一,因为该投资公司青睐涉足人工智能和边缘计算的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a1c53ba379b52dcd7584cb55a0b11a\" tg-width=\"1536\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>David Becker/Getty Images News</span></p><p><blockquote><p class=\"t-img-caption\"><span>大卫·贝克尔/盖蒂图片社新闻</span></p></blockquote></p><p> Analyst Timothy Arcuri believes that Nvidia (NVDA) is likely to benefit as it builds more \"stable\" revenue sources around its GPU and software moats, while Marvell (MRVL) is capable of using its \"broad portfolio\" and 5 nanometer investments into a host of new applications and opportunities. UBS has a buy rating on Nvidia (NVDA).</p><p><blockquote>分析师Timothy Arcuri认为,Nvidia(NVDA)可能会受益,因为它围绕其GPU和软件护城河建立了更“稳定”的收入来源,而Marvell(MRVL)有能力利用其“广泛的产品组合”和5纳米投资进入许多新的应用程序和机会。瑞银对英伟达(NVDA)给予买入评级。</blockquote></p><p> Micron (MU), which reported third-quarter earnings on Monday that beat Wall Street expectations, is likely to benefit in 2022 as an increase in memory could \"drive a re-rating as DRAM cycles are becoming more durable,\" UBS wrote. Arcuri has a buy rating on Micron (MU) shares.</p><p><blockquote>瑞银写道,美光科技(MU)周一公布的第三季度收益超出了华尔街的预期,该公司可能会在2022年受益,因为内存的增加可能“随着DRAM周期变得更加持久,推动重新评级”。Arcuri对美光科技(MU)股票给予买入评级。</blockquote></p><p> Lam Research(NASDAQ:LRCX) is also likely to benefit in 2022, as UBS sees a \"hockey stick\"-like growth in NAND Wafer Fab Equipment and Teradyne(NASDAQ:TER)should benefit from the system-on-a-chip test market \"is biased potentially much higher in '22 as it 'catches up' with front-end WFE.\"</p><p><blockquote>泛林研究(纳斯达克股票代码:LRCX)也可能在2022年受益,因为瑞银认为NAND晶圆厂设备将出现“曲棍球棒”式增长,而泰瑞达(纳斯达克股票代码:TER)应该会受益于片上系统测试市场“随着‘赶上’前端WFE,22年的偏差可能会高得多。”</blockquote></p><p> Additionally, companies like Broadcom(NASDAQ:AVGO), Synopsys(NASDAQ:SNPS), Analog Devices(NASDAQ:ADI)and Intel(NASDAQ:INTC)are all likely to benefit for a variety of different reasons, with Broadcom (AVGO) offering cyclical downside protection. Synopsys (SNPS) has a strong digital position, while Analog Digital Devices (ADI) could benefit from cost synergies of the Maxim deal.</p><p><blockquote>此外,博通(纳斯达克:AVGO)、新思科技(纳斯达克:SNPS)、ADI(纳斯达克:ADI)和英特尔(纳斯达克:INTC)等公司都可能因各种不同原因受益,其中博通(AVGO)提供周期性下行保护。Synopsys(SNPS)拥有强大的数字地位,而Analog Digital Devices(ADI)可以从Maxim交易的成本协同效应中受益。</blockquote></p><p> Intel (INTC), which has been beleaguered in recent years, is \"starting to close the competitive gap in terms of product roadmap with Alder Lake and Sapphire Rapids, but the substantial [capital expenditure] and uncertain return associated with foundry efforts keep us on the sidelines,\" Arcuri wrote in a note to investors, rating shares neutral.</p><p><blockquote>近年来陷入困境的英特尔(INTC)“开始缩小与Alder Lake和Sapphire Rapids在产品路线图方面的竞争差距,但与代工工作相关的巨额[资本支出]和不确定的回报让我们保持观望,”阿库里在给投资者的一份报告中写道,股票评级为中性。</blockquote></p><p> The picture for other major chipmakers like Advanced Micro Devices(NASDAQ:AMD)and Qualcomm(NASDAQ:QCOM)is more mixed, with Arcuri citing Intel's (INTC) ability to close the gap with AMD, while Qualcomm is tied to a \"mmWave ramp that still seems a ways out.\"</p><p><blockquote>Advanced Micro Devices(纳斯达克股票代码:AMD)和高通(纳斯达克股票代码:QCOM)等其他主要芯片制造商的情况则更加复杂,Arcuri引用了英特尔(INTC)缩小与AMD差距的能力,而高通则与“毫米波斜坡”联系在一起这似乎仍然是一条出路。”</blockquote></p><p> Last week, Qualcomm (QCOM) was named Morgan Stanley's top semiconductor stock heading into 2022, as the company is likely to benefit from continued growth in the smartphone business, notably 5G, and the company's growing exposure to the automotive and Internet of Things business.</p><p><blockquote>上周,高通(QCOM)被摩根士丹利评为进入2022年的顶级半导体股票,因为该公司可能会受益于智能手机业务(尤其是5G)的持续增长,以及该公司在汽车和物联网业务方面不断增长的敞口。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3782338-nvidia-marvell-and-micron-among-top-semi-stocks-for-2022-ubs-says\">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":{"MU":"美光科技","NVDA":"英伟达","MRVL":"迈威尔科技"},"source_url":"https://seekingalpha.com/news/3782338-nvidia-marvell-and-micron-among-top-semi-stocks-for-2022-ubs-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132502645","content_text":"Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semiconductor stocks for 2022 at UBS, as the investment firm favors companies that have exposure to artificial intelligence and edge computing.\nDavid Becker/Getty Images News\nAnalyst Timothy Arcuri believes that Nvidia (NVDA) is likely to benefit as it builds more \"stable\" revenue sources around its GPU and software moats, while Marvell (MRVL) is capable of using its \"broad portfolio\" and 5 nanometer investments into a host of new applications and opportunities. UBS has a buy rating on Nvidia (NVDA).\nMicron (MU), which reported third-quarter earnings on Monday that beat Wall Street expectations, is likely to benefit in 2022 as an increase in memory could \"drive a re-rating as DRAM cycles are becoming more durable,\" UBS wrote. Arcuri has a buy rating on Micron (MU) shares.\nLam Research(NASDAQ:LRCX) is also likely to benefit in 2022, as UBS sees a \"hockey stick\"-like growth in NAND Wafer Fab Equipment and Teradyne(NASDAQ:TER)should benefit from the system-on-a-chip test market \"is biased potentially much higher in '22 as it 'catches up' with front-end WFE.\"\nAdditionally, companies like Broadcom(NASDAQ:AVGO), Synopsys(NASDAQ:SNPS), Analog Devices(NASDAQ:ADI)and Intel(NASDAQ:INTC)are all likely to benefit for a variety of different reasons, with Broadcom (AVGO) offering cyclical downside protection. Synopsys (SNPS) has a strong digital position, while Analog Digital Devices (ADI) could benefit from cost synergies of the Maxim deal.\nIntel (INTC), which has been beleaguered in recent years, is \"starting to close the competitive gap in terms of product roadmap with Alder Lake and Sapphire Rapids, but the substantial [capital expenditure] and uncertain return associated with foundry efforts keep us on the sidelines,\" Arcuri wrote in a note to investors, rating shares neutral.\nThe picture for other major chipmakers like Advanced Micro Devices(NASDAQ:AMD)and Qualcomm(NASDAQ:QCOM)is more mixed, with Arcuri citing Intel's (INTC) ability to close the gap with AMD, while Qualcomm is tied to a \"mmWave ramp that still seems a ways out.\"\nLast week, Qualcomm (QCOM) was named Morgan Stanley's top semiconductor stock heading into 2022, as the company is likely to benefit from continued growth in the smartphone business, notably 5G, and the company's growing exposure to the automotive and Internet of Things business.","news_type":1,"symbols_score_info":{"MU":0.9,"MRVL":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693506767,"gmtCreate":1640046624740,"gmtModify":1640046625061,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693506767","repostId":"1133022735","repostType":4,"isVote":1,"tweetType":1,"viewCount":2656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693974026,"gmtCreate":1639965991104,"gmtModify":1639966002660,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693974026","repostId":"1154019976","repostType":4,"repost":{"id":"1154019976","kind":"news","pubTimestamp":1639964425,"share":"https://www.laohu8.com/m/news/1154019976?lang=zh_CN&edition=full","pubTime":"2021-12-20 09:40","market":"hk","language":"en","title":"Hong Kong: Shares open lower<blockquote>香港:股市低开</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154019976","media":"AFP","summary":"Hong Kong stocks started Monday (Dec 20) morning on the back foot, tracking steep losses on Wall Str","content":"<p>Hong Kong stocks started Monday (Dec 20) morning on the back foot, tracking steep losses on Wall Street at the end of last week and as traders keep a nervous eye on a spike in new Covid infections around the world.</p><p><blockquote>香港股市周一(12月20日)上午开盘表现不佳,追随上周末华尔街的大幅下跌,交易员们紧张地关注着全球新冠感染病例的激增。</blockquote></p><p> The Hang Seng Index slipped 0.49 per cent or 112.80 points to 23,079.83.</p><p><blockquote>恒生指数下跌0.49%,即112.80点,至23,079.83点。</blockquote></p><p> The Shanghai Composite Index fell 0.34 per cent or 12.33 points to 3,620.04, while the Shenzhen Composite Index on China's second exchange eased 0.31 per cent or 7.88 points to 2,515.27.</p><p><blockquote>上证综合指数下跌0.34%,或12.33点,至3620.04点;中国第二大交易所深圳综合指数下跌0.31%,或7.88点,至2515.27点。</blockquote></p><p></p>","source":"lsy1605843958005","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>Hong Kong: Shares open lower<blockquote>香港:股市低开</blockquote></title>\n<style 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong: Shares open lower<blockquote>香港:股市低开</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AFP</strong><span class=\"h-time small\">2021-12-20 09:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Hong Kong stocks started Monday (Dec 20) morning on the back foot, tracking steep losses on Wall Street at the end of last week and as traders keep a nervous eye on a spike in new Covid infections around the world.</p><p><blockquote>香港股市周一(12月20日)上午开盘表现不佳,追随上周末华尔街的大幅下跌,交易员们紧张地关注着全球新冠感染病例的激增。</blockquote></p><p> The Hang Seng Index slipped 0.49 per cent or 112.80 points to 23,079.83.</p><p><blockquote>恒生指数下跌0.49%,即112.80点,至23,079.83点。</blockquote></p><p> The Shanghai Composite Index fell 0.34 per cent or 12.33 points to 3,620.04, while the Shenzhen Composite Index on China's second exchange eased 0.31 per cent or 7.88 points to 2,515.27.</p><p><blockquote>上证综合指数下跌0.34%,或12.33点,至3620.04点;中国第二大交易所深圳综合指数下跌0.31%,或7.88点,至2515.27点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.businesstimes.com.sg/stocks/hong-kong-shares-open-lower-6\">AFP</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":{"HSI":"恒生指数","HSCEI":"国企指数","HSTECH":"恒生科技指数"},"source_url":"https://www.businesstimes.com.sg/stocks/hong-kong-shares-open-lower-6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154019976","content_text":"Hong Kong stocks started Monday (Dec 20) morning on the back foot, tracking steep losses on Wall Street at the end of last week and as traders keep a nervous eye on a spike in new Covid infections around the world.\nThe Hang Seng Index slipped 0.49 per cent or 112.80 points to 23,079.83.\nThe Shanghai Composite Index fell 0.34 per cent or 12.33 points to 3,620.04, while the Shenzhen Composite Index on China's second exchange eased 0.31 per cent or 7.88 points to 2,515.27.","news_type":1,"symbols_score_info":{"HSI":0.9,"HSCEI":0.9,"HSTECH":0.9}},"isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699750838,"gmtCreate":1639906148295,"gmtModify":1639906148655,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699750838","repostId":"2192976991","repostType":4,"isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699077764,"gmtCreate":1639730728185,"gmtModify":1639730728448,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699077764","repostId":"1149671632","repostType":4,"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690246247,"gmtCreate":1639672978195,"gmtModify":1639672985517,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690246247","repostId":"1181686014","repostType":4,"repost":{"id":"1181686014","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":1639666432,"share":"https://www.laohu8.com/m/news/1181686014?lang=zh_CN&edition=full","pubTime":"2021-12-16 22:53","market":"us","language":"en","title":"Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars<blockquote>尽管纽约警方将购买多达250辆全电动Model 3汽车,但特斯拉早盘下跌近1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181686014","media":"Tiger Newspress","summary":"Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Mode","content":"<p>Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars.<img src=\"https://static.tigerbbs.com/a88f381fe4239d26d1254d4f4745b1f0\" tg-width=\"771\" tg-height=\"568\" width=\"100%\" height=\"auto\">The New York City Police Department is considering buying up to 250 all-electric Model 3 cars from Tesla, which will enable these high-performance cars to be delivered to the largest police force in the United States.</p><p><blockquote>尽管纽约警方将购买多达250辆全电动Model 3汽车,但特斯拉早盘下跌近1%。纽约市警察局正在考虑从特斯拉购买多达250辆全电动Model 3汽车,这将使这些高性能汽车能够交付给美国最大的警察部队。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars<blockquote>尽管纽约警方将购买多达250辆全电动Model 3汽车,但特斯拉早盘下跌近1%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars<blockquote>尽管纽约警方将购买多达250辆全电动Model 3汽车,但特斯拉早盘下跌近1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-16 22:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars.<img src=\"https://static.tigerbbs.com/a88f381fe4239d26d1254d4f4745b1f0\" tg-width=\"771\" tg-height=\"568\" width=\"100%\" height=\"auto\">The New York City Police Department is considering buying up to 250 all-electric Model 3 cars from Tesla, which will enable these high-performance cars to be delivered to the largest police force in the United States.</p><p><blockquote>尽管纽约警方将购买多达250辆全电动Model 3汽车,但特斯拉早盘下跌近1%。纽约市警察局正在考虑从特斯拉购买多达250辆全电动Model 3汽车,这将使这些高性能汽车能够交付给美国最大的警察部队。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181686014","content_text":"Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars.The New York City Police Department is considering buying up to 250 all-electric Model 3 cars from Tesla, which will enable these high-performance cars to be delivered to the largest police force in the United States.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690246959,"gmtCreate":1639672928968,"gmtModify":1639672984266,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690246959","repostId":"1195807724","repostType":4,"repost":{"id":"1195807724","kind":"news","pubTimestamp":1639666797,"share":"https://www.laohu8.com/m/news/1195807724?lang=zh_CN&edition=full","pubTime":"2021-12-16 22:59","market":"us","language":"en","title":"U.S. manufacturing activity slows; factory supply constraints easing - IHS Markit survey<blockquote>美国制造业活动放缓;工厂供应限制缓解——IHS Markit调查</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195807724","media":"Reuters","summary":"U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and","content":"<p>U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and raw material supply constraints at factories are starting to ease.</p><p><blockquote>美国12月制造业活动放缓至一年低点,但有迹象表明工厂的劳动力和原材料供应限制开始缓解。</blockquote></p><p> Data firm IHS Markit said on Thursday that its flash manufacturing PMI fell to a reading of 57.8 in mid-December from 58.3 in November. That was the lowest since December 2020. A reading above 50 indicates expansion in the manufacturing sector, which accounts for 12% of the economy. Economists had forecast the flash PMI climbing to 58.5.</p><p><blockquote>数据公司IHS Markit周四表示,其制造业PMI初值从11月的58.3降至12月中旬的57.8。这是自2020年12月以来的最低水平。读数高于50表明占经济12%的制造业扩张。经济学家此前预测PMI初值将攀升至58.5。</blockquote></p><p> Manufacturing remains underpinned by strong demand for goods and extremely lean inventories at businesses. But strained supply chains because of the COVID-19 pandemic are a constrain.</p><p><blockquote>制造业仍然受到对商品的强劲需求和企业库存极少的支撑。但新冠肺炎疫情导致的供应链紧张是一个制约因素。</blockquote></p><p> There are glimmers of hope, however. The survey showed \"supply chain delays moderating markedly during the month,\" and \"the rate of job creation quickened to the fastest since June.\" It also noted that \"the rate of cost inflation softened to the slowest for seven months.\"</p><p><blockquote>然而,还是有一线希望的。调查显示,“本月供应链延误明显放缓”,“就业创造速度加快至6月份以来的最快水平”。它还指出,“成本通胀率放缓至七个月来的最低水平。”</blockquote></p><p> But shortages remained binding for the vast services sector. The survey's flash services sector PMI dipped to a reading of 57.5 from 58.0 in November. Economists polled by Reuters had forecast a reading of 58.5 for the services sector, which accounts for more than two-thirds of U.S. economic activity.</p><p><blockquote>但短缺仍然困扰着庞大的服务业。该调查的闪存服务业PMI从11月份的58.0降至57.5。路透社调查的经济学家此前预测服务业的读数为58.5,服务业占美国经济活动的三分之二以上。</blockquote></p><p> A measure of services sector input prices rose to 77.4, the highest since the series started in 2009, from 75.7 in November. That is a potential sign that inflation could remain significantly high for a while. Consumer prices increased by the most since 1982 on a year-on-year basis in November.</p><p><blockquote>衡量服务业投入价格的指标从11月份的75.7升至77.4,为2009年该系列开始以来的最高水平。这是一个潜在的迹象,表明通胀可能会在一段时间内保持显着高位。11月份消费者价格同比涨幅为1982年以来最大。</blockquote></p><p> With both manufacturing and services sectors activity slowing, overall business activity cooled this month. The survey's flash Composite PMI Output Index fell to a reading of 56.9 from 57.2 in November.</p><p><blockquote>随着制造业和服务业活动放缓,本月整体商业活动降温。该调查的初步综合PMI产出指数从11月份的57.2降至56.9。</blockquote></p><p> Its measure of prices paid by businesses for inputs climbed to 78.1. That was the highest reading since the series started in 2009 and followed 77.6 in November.</p><p><blockquote>衡量企业为投入支付的价格的指标攀升至78.1。这是该系列自2009年开始以来的最高读数,继11月份的77.6之后。</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>U.S. manufacturing activity slows; factory supply constraints easing - IHS Markit survey<blockquote>美国制造业活动放缓;工厂供应限制缓解——IHS Markit调查</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\">\nU.S. manufacturing activity slows; factory supply constraints easing - IHS Markit survey<blockquote>美国制造业活动放缓;工厂供应限制缓解——IHS Markit调查</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-16 22:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and raw material supply constraints at factories are starting to ease.</p><p><blockquote>美国12月制造业活动放缓至一年低点,但有迹象表明工厂的劳动力和原材料供应限制开始缓解。</blockquote></p><p> Data firm IHS Markit said on Thursday that its flash manufacturing PMI fell to a reading of 57.8 in mid-December from 58.3 in November. That was the lowest since December 2020. A reading above 50 indicates expansion in the manufacturing sector, which accounts for 12% of the economy. Economists had forecast the flash PMI climbing to 58.5.</p><p><blockquote>数据公司IHS Markit周四表示,其制造业PMI初值从11月的58.3降至12月中旬的57.8。这是自2020年12月以来的最低水平。读数高于50表明占经济12%的制造业扩张。经济学家此前预测PMI初值将攀升至58.5。</blockquote></p><p> Manufacturing remains underpinned by strong demand for goods and extremely lean inventories at businesses. But strained supply chains because of the COVID-19 pandemic are a constrain.</p><p><blockquote>制造业仍然受到对商品的强劲需求和企业库存极少的支撑。但新冠肺炎疫情导致的供应链紧张是一个制约因素。</blockquote></p><p> There are glimmers of hope, however. The survey showed \"supply chain delays moderating markedly during the month,\" and \"the rate of job creation quickened to the fastest since June.\" It also noted that \"the rate of cost inflation softened to the slowest for seven months.\"</p><p><blockquote>然而,还是有一线希望的。调查显示,“本月供应链延误明显放缓”,“就业创造速度加快至6月份以来的最快水平”。它还指出,“成本通胀率放缓至七个月来的最低水平。”</blockquote></p><p> But shortages remained binding for the vast services sector. The survey's flash services sector PMI dipped to a reading of 57.5 from 58.0 in November. Economists polled by Reuters had forecast a reading of 58.5 for the services sector, which accounts for more than two-thirds of U.S. economic activity.</p><p><blockquote>但短缺仍然困扰着庞大的服务业。该调查的闪存服务业PMI从11月份的58.0降至57.5。路透社调查的经济学家此前预测服务业的读数为58.5,服务业占美国经济活动的三分之二以上。</blockquote></p><p> A measure of services sector input prices rose to 77.4, the highest since the series started in 2009, from 75.7 in November. That is a potential sign that inflation could remain significantly high for a while. Consumer prices increased by the most since 1982 on a year-on-year basis in November.</p><p><blockquote>衡量服务业投入价格的指标从11月份的75.7升至77.4,为2009年该系列开始以来的最高水平。这是一个潜在的迹象,表明通胀可能会在一段时间内保持显着高位。11月份消费者价格同比涨幅为1982年以来最大。</blockquote></p><p> With both manufacturing and services sectors activity slowing, overall business activity cooled this month. The survey's flash Composite PMI Output Index fell to a reading of 56.9 from 57.2 in November.</p><p><blockquote>随着制造业和服务业活动放缓,本月整体商业活动降温。该调查的初步综合PMI产出指数从11月份的57.2降至56.9。</blockquote></p><p> Its measure of prices paid by businesses for inputs climbed to 78.1. That was the highest reading since the series started in 2009 and followed 77.6 in November.</p><p><blockquote>衡量企业为投入支付的价格的指标攀升至78.1。这是该系列自2009年开始以来的最高读数,继11月份的77.6之后。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/u-manufacturing-activity-slows-factory-145248409.html\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/u-manufacturing-activity-slows-factory-145248409.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195807724","content_text":"U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and raw material supply constraints at factories are starting to ease.\nData firm IHS Markit said on Thursday that its flash manufacturing PMI fell to a reading of 57.8 in mid-December from 58.3 in November. That was the lowest since December 2020. A reading above 50 indicates expansion in the manufacturing sector, which accounts for 12% of the economy. Economists had forecast the flash PMI climbing to 58.5.\nManufacturing remains underpinned by strong demand for goods and extremely lean inventories at businesses. But strained supply chains because of the COVID-19 pandemic are a constrain.\nThere are glimmers of hope, however. The survey showed \"supply chain delays moderating markedly during the month,\" and \"the rate of job creation quickened to the fastest since June.\" It also noted that \"the rate of cost inflation softened to the slowest for seven months.\"\nBut shortages remained binding for the vast services sector. The survey's flash services sector PMI dipped to a reading of 57.5 from 58.0 in November. Economists polled by Reuters had forecast a reading of 58.5 for the services sector, which accounts for more than two-thirds of U.S. economic activity.\nA measure of services sector input prices rose to 77.4, the highest since the series started in 2009, from 75.7 in November. That is a potential sign that inflation could remain significantly high for a while. Consumer prices increased by the most since 1982 on a year-on-year basis in November.\nWith both manufacturing and services sectors activity slowing, overall business activity cooled this month. The survey's flash Composite PMI Output Index fell to a reading of 56.9 from 57.2 in November.\nIts measure of prices paid by businesses for inputs climbed to 78.1. That was the highest reading since the series started in 2009 and followed 77.6 in November.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607502890,"gmtCreate":1639556291634,"gmtModify":1639556291853,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607502890","repostId":"1113467211","repostType":4,"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604743106,"gmtCreate":1639449702934,"gmtModify":1639449808298,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604743106","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":1207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604640408,"gmtCreate":1639392708937,"gmtModify":1639393058762,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":". 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","listText":"So it's better than nio? 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JD offered a presale period from Oct. 20-Oct. 3","content":"<p>JD.com rose more than 5% in morning trading alongside news that the company has pushed through its Singles Day sales volume record.</p><p><blockquote>京东早盘上涨逾5%,同时有消息称该公司突破了双十一销售额纪录。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cc68187d9be6f6c7aef7c77122119d95\" tg-width=\"857\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The sales holiday had resulted in 311.4 billion yuan (about $48.6 billion) in transaction volume as of 2:09 p.m.; at that point there were several hours left in a now-extended Singles Day.</p><p><blockquote>截至下午2点09分,销售假期已带来3114亿元人民币(约合486亿美元)的交易量;那时,现在延长的光棍节还剩下几个小时。</blockquote></p><p> Last year JD volume hit 271.5 billion yuan (which doesn't directly translate into revenue as it's business transacted across its platforms).</p><p><blockquote>去年京东交易额达到2715亿元人民币(这并不能直接转化为收入,因为其业务是跨平台交易的)。</blockquote></p><p> As with Black Friday in the United States, Singles Day used to be a 24-hour sales event but has stretched out. JD offered a presale period from Oct. 20-Oct. 31, one reason that it's easier to break records now.</p><p><blockquote>与美国的黑色星期五一样,光棍节过去是24小时销售活动,但现在已经延长了。京东提供的预售期为10月20日至10月20日。31,现在更容易打破记录的一个原因。</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>JD.com gained 5% as it crushed its Singles Day sales record<blockquote>京东股价上涨5%,打破双十一销售记录</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\">\nJD.com gained 5% as it crushed its Singles Day sales record<blockquote>京东股价上涨5%,打破双十一销售记录</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\">2021-11-11 22:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>JD.com rose more than 5% in morning trading alongside news that the company has pushed through its Singles Day sales volume record.</p><p><blockquote>京东早盘上涨逾5%,同时有消息称该公司突破了双十一销售额纪录。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cc68187d9be6f6c7aef7c77122119d95\" tg-width=\"857\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The sales holiday had resulted in 311.4 billion yuan (about $48.6 billion) in transaction volume as of 2:09 p.m.; at that point there were several hours left in a now-extended Singles Day.</p><p><blockquote>截至下午2点09分,销售假期已带来3114亿元人民币(约合486亿美元)的交易量;那时,现在延长的光棍节还剩下几个小时。</blockquote></p><p> Last year JD volume hit 271.5 billion yuan (which doesn't directly translate into revenue as it's business transacted across its platforms).</p><p><blockquote>去年京东交易额达到2715亿元人民币(这并不能直接转化为收入,因为其业务是跨平台交易的)。</blockquote></p><p> As with Black Friday in the United States, Singles Day used to be a 24-hour sales event but has stretched out. JD offered a presale period from Oct. 20-Oct. 31, one reason that it's easier to break records now.</p><p><blockquote>与美国的黑色星期五一样,光棍节过去是24小时销售活动,但现在已经延长了。京东提供的预售期为10月20日至10月20日。31,现在更容易打破记录的一个原因。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109019041","content_text":"JD.com rose more than 5% in morning trading alongside news that the company has pushed through its Singles Day sales volume record.\n\nThe sales holiday had resulted in 311.4 billion yuan (about $48.6 billion) in transaction volume as of 2:09 p.m.; at that point there were several hours left in a now-extended Singles Day.\nLast year JD volume hit 271.5 billion yuan (which doesn't directly translate into revenue as it's business transacted across its platforms).\nAs with Black Friday in the United States, Singles Day used to be a 24-hour sales event but has stretched out. JD offered a presale period from Oct. 20-Oct. 31, one reason that it's easier to break records now.","news_type":1,"symbols_score_info":{"09618":0.9,"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378511147,"gmtCreate":1619050190389,"gmtModify":1634288989347,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/378511147","repostId":"1136005184","repostType":4,"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":690246959,"gmtCreate":1639672928968,"gmtModify":1639672984266,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690246959","repostId":"1195807724","repostType":4,"repost":{"id":"1195807724","kind":"news","pubTimestamp":1639666797,"share":"https://www.laohu8.com/m/news/1195807724?lang=zh_CN&edition=full","pubTime":"2021-12-16 22:59","market":"us","language":"en","title":"U.S. manufacturing activity slows; factory supply constraints easing - IHS Markit survey<blockquote>美国制造业活动放缓;工厂供应限制缓解——IHS Markit调查</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195807724","media":"Reuters","summary":"U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and","content":"<p>U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and raw material supply constraints at factories are starting to ease.</p><p><blockquote>美国12月制造业活动放缓至一年低点,但有迹象表明工厂的劳动力和原材料供应限制开始缓解。</blockquote></p><p> Data firm IHS Markit said on Thursday that its flash manufacturing PMI fell to a reading of 57.8 in mid-December from 58.3 in November. That was the lowest since December 2020. A reading above 50 indicates expansion in the manufacturing sector, which accounts for 12% of the economy. Economists had forecast the flash PMI climbing to 58.5.</p><p><blockquote>数据公司IHS Markit周四表示,其制造业PMI初值从11月的58.3降至12月中旬的57.8。这是自2020年12月以来的最低水平。读数高于50表明占经济12%的制造业扩张。经济学家此前预测PMI初值将攀升至58.5。</blockquote></p><p> Manufacturing remains underpinned by strong demand for goods and extremely lean inventories at businesses. But strained supply chains because of the COVID-19 pandemic are a constrain.</p><p><blockquote>制造业仍然受到对商品的强劲需求和企业库存极少的支撑。但新冠肺炎疫情导致的供应链紧张是一个制约因素。</blockquote></p><p> There are glimmers of hope, however. The survey showed \"supply chain delays moderating markedly during the month,\" and \"the rate of job creation quickened to the fastest since June.\" It also noted that \"the rate of cost inflation softened to the slowest for seven months.\"</p><p><blockquote>然而,还是有一线希望的。调查显示,“本月供应链延误明显放缓”,“就业创造速度加快至6月份以来的最快水平”。它还指出,“成本通胀率放缓至七个月来的最低水平。”</blockquote></p><p> But shortages remained binding for the vast services sector. The survey's flash services sector PMI dipped to a reading of 57.5 from 58.0 in November. Economists polled by Reuters had forecast a reading of 58.5 for the services sector, which accounts for more than two-thirds of U.S. economic activity.</p><p><blockquote>但短缺仍然困扰着庞大的服务业。该调查的闪存服务业PMI从11月份的58.0降至57.5。路透社调查的经济学家此前预测服务业的读数为58.5,服务业占美国经济活动的三分之二以上。</blockquote></p><p> A measure of services sector input prices rose to 77.4, the highest since the series started in 2009, from 75.7 in November. That is a potential sign that inflation could remain significantly high for a while. Consumer prices increased by the most since 1982 on a year-on-year basis in November.</p><p><blockquote>衡量服务业投入价格的指标从11月份的75.7升至77.4,为2009年该系列开始以来的最高水平。这是一个潜在的迹象,表明通胀可能会在一段时间内保持显着高位。11月份消费者价格同比涨幅为1982年以来最大。</blockquote></p><p> With both manufacturing and services sectors activity slowing, overall business activity cooled this month. The survey's flash Composite PMI Output Index fell to a reading of 56.9 from 57.2 in November.</p><p><blockquote>随着制造业和服务业活动放缓,本月整体商业活动降温。该调查的初步综合PMI产出指数从11月份的57.2降至56.9。</blockquote></p><p> Its measure of prices paid by businesses for inputs climbed to 78.1. That was the highest reading since the series started in 2009 and followed 77.6 in November.</p><p><blockquote>衡量企业为投入支付的价格的指标攀升至78.1。这是该系列自2009年开始以来的最高读数,继11月份的77.6之后。</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>U.S. manufacturing activity slows; factory supply constraints easing - IHS Markit survey<blockquote>美国制造业活动放缓;工厂供应限制缓解——IHS Markit调查</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\">\nU.S. manufacturing activity slows; factory supply constraints easing - IHS Markit survey<blockquote>美国制造业活动放缓;工厂供应限制缓解——IHS Markit调查</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-16 22:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and raw material supply constraints at factories are starting to ease.</p><p><blockquote>美国12月制造业活动放缓至一年低点,但有迹象表明工厂的劳动力和原材料供应限制开始缓解。</blockquote></p><p> Data firm IHS Markit said on Thursday that its flash manufacturing PMI fell to a reading of 57.8 in mid-December from 58.3 in November. That was the lowest since December 2020. A reading above 50 indicates expansion in the manufacturing sector, which accounts for 12% of the economy. Economists had forecast the flash PMI climbing to 58.5.</p><p><blockquote>数据公司IHS Markit周四表示,其制造业PMI初值从11月的58.3降至12月中旬的57.8。这是自2020年12月以来的最低水平。读数高于50表明占经济12%的制造业扩张。经济学家此前预测PMI初值将攀升至58.5。</blockquote></p><p> Manufacturing remains underpinned by strong demand for goods and extremely lean inventories at businesses. But strained supply chains because of the COVID-19 pandemic are a constrain.</p><p><blockquote>制造业仍然受到对商品的强劲需求和企业库存极少的支撑。但新冠肺炎疫情导致的供应链紧张是一个制约因素。</blockquote></p><p> There are glimmers of hope, however. The survey showed \"supply chain delays moderating markedly during the month,\" and \"the rate of job creation quickened to the fastest since June.\" It also noted that \"the rate of cost inflation softened to the slowest for seven months.\"</p><p><blockquote>然而,还是有一线希望的。调查显示,“本月供应链延误明显放缓”,“就业创造速度加快至6月份以来的最快水平”。它还指出,“成本通胀率放缓至七个月来的最低水平。”</blockquote></p><p> But shortages remained binding for the vast services sector. The survey's flash services sector PMI dipped to a reading of 57.5 from 58.0 in November. Economists polled by Reuters had forecast a reading of 58.5 for the services sector, which accounts for more than two-thirds of U.S. economic activity.</p><p><blockquote>但短缺仍然困扰着庞大的服务业。该调查的闪存服务业PMI从11月份的58.0降至57.5。路透社调查的经济学家此前预测服务业的读数为58.5,服务业占美国经济活动的三分之二以上。</blockquote></p><p> A measure of services sector input prices rose to 77.4, the highest since the series started in 2009, from 75.7 in November. That is a potential sign that inflation could remain significantly high for a while. Consumer prices increased by the most since 1982 on a year-on-year basis in November.</p><p><blockquote>衡量服务业投入价格的指标从11月份的75.7升至77.4,为2009年该系列开始以来的最高水平。这是一个潜在的迹象,表明通胀可能会在一段时间内保持显着高位。11月份消费者价格同比涨幅为1982年以来最大。</blockquote></p><p> With both manufacturing and services sectors activity slowing, overall business activity cooled this month. The survey's flash Composite PMI Output Index fell to a reading of 56.9 from 57.2 in November.</p><p><blockquote>随着制造业和服务业活动放缓,本月整体商业活动降温。该调查的初步综合PMI产出指数从11月份的57.2降至56.9。</blockquote></p><p> Its measure of prices paid by businesses for inputs climbed to 78.1. That was the highest reading since the series started in 2009 and followed 77.6 in November.</p><p><blockquote>衡量企业为投入支付的价格的指标攀升至78.1。这是该系列自2009年开始以来的最高读数,继11月份的77.6之后。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/u-manufacturing-activity-slows-factory-145248409.html\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/u-manufacturing-activity-slows-factory-145248409.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195807724","content_text":"U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and raw material supply constraints at factories are starting to ease.\nData firm IHS Markit said on Thursday that its flash manufacturing PMI fell to a reading of 57.8 in mid-December from 58.3 in November. That was the lowest since December 2020. A reading above 50 indicates expansion in the manufacturing sector, which accounts for 12% of the economy. Economists had forecast the flash PMI climbing to 58.5.\nManufacturing remains underpinned by strong demand for goods and extremely lean inventories at businesses. But strained supply chains because of the COVID-19 pandemic are a constrain.\nThere are glimmers of hope, however. The survey showed \"supply chain delays moderating markedly during the month,\" and \"the rate of job creation quickened to the fastest since June.\" It also noted that \"the rate of cost inflation softened to the slowest for seven months.\"\nBut shortages remained binding for the vast services sector. The survey's flash services sector PMI dipped to a reading of 57.5 from 58.0 in November. Economists polled by Reuters had forecast a reading of 58.5 for the services sector, which accounts for more than two-thirds of U.S. economic activity.\nA measure of services sector input prices rose to 77.4, the highest since the series started in 2009, from 75.7 in November. That is a potential sign that inflation could remain significantly high for a while. Consumer prices increased by the most since 1982 on a year-on-year basis in November.\nWith both manufacturing and services sectors activity slowing, overall business activity cooled this month. The survey's flash Composite PMI Output Index fell to a reading of 56.9 from 57.2 in November.\nIts measure of prices paid by businesses for inputs climbed to 78.1. That was the highest reading since the series started in 2009 and followed 77.6 in November.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858258986,"gmtCreate":1635063847511,"gmtModify":1635063847806,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548890322785063","idStr":"3548890322785063"},"themes":[],"htmlText":". ","listText":". 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