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2021-11-09

Why is EPs so low

Palantir Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y<blockquote>Palantir预计2021财年收入增长40%；第三季度美国商业收入同比增长103%</blockquote>

2021-11-05

Why doesn't he dare to short it?

Tesla Stock Is Overvalued by $1 Trillion, Analyst Says. We Looked at the Math.<blockquote>分析师表示，特斯拉股票被高估了1万亿美元。我们看了数学。</blockquote>

2021-11-05

dead

Peloton Stock Is in Free Fall. This Is Where Analysts Say the Shares Are Going.<blockquote>Peloton 股票正在自由落体式下跌。分析师表示，这就是股价的走向。</blockquote>

2021-11-01

Undervalued

Palantir Technologies To Report Q3 Earnings On Tuesday, Nov. 9, 2021 Before Market Open<blockquote>Palantir Technologies 将于 2021 年 11 月 9 日星期二开市前公布第三季度收益</blockquote>

2021-10-27

undervalued

抱歉，原内容已删除

2021-10-25

Undervalued

Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测：美国陆军选择后的展望</blockquote>

2021-10-10

Short Morgan Stanley instead

Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</blockquote>

2021-10-06

Undervalued

抱歉，原内容已删除

2021-10-06

Lol rubbish mass media. Two days ago say buying the dip has failed

Don't worry (too much) about an October market crash<blockquote>不要（过于）担心十月市场崩盘</blockquote>

2021-09-07

Come on 120k

Some Blockchain stocks gained in premarket trading<blockquote>部分区块链股票在盘前交易中上涨</blockquote>

2021-08-20

$Corsair Gaming, Inc.(CRSR)$buy buy

2021-08-20

$Corsair Gaming, Inc.(CRSR)$cheap cheap

2021-08-17

Buy buy buy

抱歉，原内容已删除

2021-08-17

Stay away from China adr

China Tech Stocks Slump as Nation Issues Draft Competition Rules<blockquote>随着国家发布竞争规则草案，中国科技股暴跌</blockquote>

2021-08-15

Buy buy

抱歉，原内容已删除

2021-08-13

Morgan Stanley really moves the market. But MU is definitely undervalued!

Intel and Micron among semiconductor decliners after cautious analyst note<blockquote>分析师发表谨慎报告后，英特尔和美光等半导体股下跌</blockquote>

2021-08-13

$SoFi Technologies Inc.(SOFI)$next support at 14.5

2021-08-12

$Micron Technology(MU)$Undervalued! Tips rank average estimation is $114!

2021-08-12

Buy buy buy

Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning<blockquote>大摩评级下调，存储芯片行业警告，美光科技股价下跌近6%</blockquote>

2021-08-06

Super undervalued

抱歉，原内容已删除

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is EPs so low","listText":"Why is EPs so low","text":"Why is EPs so low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847003094","repostId":"1105674649","repostType":2,"repost":{"id":"1105674649","kind":"news","pubTimestamp":1636459675,"share":"https://www.laohu8.com/m/news/1105674649?lang=zh_CN&edition=full","pubTime":"2021-11-09 20:07","market":"us","language":"en","title":"Palantir Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y<blockquote>Palantir预计2021财年收入增长40%；第三季度美国商业收入同比增长103%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105674649","media":"businesswire","summary":"Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended","content":"<p>Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended September 30, 2021.</p><p><blockquote>Palantir Technologies Inc.（纽约证券交易所股票代码：PLTR）今天公布了截至2021年9月30日的第三季度财务业绩。</blockquote></p><p> <b>Q3 2021 Highlights</b></p><p><blockquote><b>2021年第三季度亮点</b></blockquote></p><p> <ul>  <li>Total revenue grew 36% year-over-year to $392 million</li>  <li>Added 34 net new customers in Q3</li>  <li>Commercial customer count grew 46% quarter-over-quarter</li>  <li>US commercial revenue grew 103% year-over-year</li>  <li>Cash flow from operations of $101 million, representing a 26% margin</li>  <li>Adjusted free cash flow of $119 million, representing a 30% margin</li>  <li>Closed 54 deals of $1 million or more, of which:</li>  <li>Total remaining deal value grew 50% year-over-year to $3.6 billion</li>  <li>GAAP net loss per share, diluted of $(0.05)</li>  <li>Adjusted earnings per share, diluted of $0.04</li> </ul> <b>Q1-Q3 2021 Highlights</b></p><p><blockquote><ul><li>总收入同比增长36%至3.92亿美元</li><li>第三季度净新增34家新客户</li><li>商业客户数量环比增长46%</li><li>美国商业收入同比增长103%</li><li>运营现金流为1.01亿美元，利润率为26%</li><li>调整后自由现金流为1.19亿美元，利润率为30%</li><li>完成54笔100万美元或以上的交易，其中：</li><li>剩余交易总价值同比增长50%至36亿美元</li><li>GAAP稀释后每股净亏损为(0.05)美元</li><li>调整后稀释每股收益为0.04美元</li></ul><b>2021年第一季度至第三季度亮点</b></blockquote></p><p> <ul>  <li>Total revenue grew 44% year-over-year to $1.1 billion</li>  <li>Commercial customer count increased 135% since December 31, 2020</li>  <li>Cash flow from operations of $240 million, representing a 22% margin</li>  <li>Adjusted free cash flow of $320 million, representing a 29% margin</li> </ul> <b>Q3 2021 Financial Summary</b></p><p><blockquote><ul><li>总收入同比增长44%至11亿美元</li><li>自2020年12月31日以来，商业客户数量增加了135%</li><li>运营现金流为2.4亿美元，利润率为22%</li><li>调整后自由现金流为3.2亿美元，利润率为29%</li></ul><b>2021年第三季度财务摘要</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/658b280b0509d4e5fe970e5de61570e5\" tg-width=\"985\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <table>  <tbody>   <tr></tr>   <tr></tr>  </tbody> </table> <b>Outlook</b></p><p><blockquote><table><tbody><tr></tr><tr></tr></tbody></table><b>世界观</b></blockquote></p><p> For Q4 2021, we expect:</p><p><blockquote>对于2021年第四季度，我们预计：</blockquote></p><p> <ul>  <li>$418 million in revenue.</li>  <li>Adjusted operating margin of 22%.</li> </ul> For full year 2021:</p><p><blockquote><ul><li>收入4.18亿美元。</li><li>调整后营业利润率为22%。</li></ul>2021年全年：</blockquote></p><p> <ul>  <li>We expect revenue growth of 40% to $1.527 billion.</li>  <li>We are raising our outlook for adjusted free cash flow to in excess of $400 million, up from in excess of $300 million.</li> </ul> Per long-term guidance policy, as provided by our Chief Executive Officer, Alex Karp, we continue to expect:</p><p><blockquote><ul><li>我们预计收入增长40%至15.27亿美元。</li><li>我们将调整后自由现金流的预期从超过3亿美元上调至超过4亿美元。</li></ul>根据我们首席执行官Alex Karp提供的长期指导政策，我们继续期望：</blockquote></p><p> <ul>  <li>Annual revenue growth of 30% or greater for 2021 through 2025.</li> </ul> Palantir&nbsp;shares&nbsp;once&nbsp;rose&nbsp;nearly&nbsp;5%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/ca256a464d04c12064d041bcfbdf1049\" tg-width=\"894\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>2021年至2025年年收入增长30%或更多。</li></ul>Palantir股价在盘前交易中一度上涨近5%。</blockquote></p><p></p>","source":"lsy1584686423112","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y<blockquote>Palantir预计2021财年收入增长40%；第三季度美国商业收入同比增长103%</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\">\nPalantir Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y<blockquote>Palantir预计2021财年收入增长40%；第三季度美国商业收入同比增长103%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">businesswire</strong><span class=\"h-time small\">2021-11-09 20:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended September 30, 2021.</p><p><blockquote>Palantir Technologies Inc.（纽约证券交易所股票代码：PLTR）今天公布了截至2021年9月30日的第三季度财务业绩。</blockquote></p><p> <b>Q3 2021 Highlights</b></p><p><blockquote><b>2021年第三季度亮点</b></blockquote></p><p> <ul>  <li>Total revenue grew 36% year-over-year to $392 million</li>  <li>Added 34 net new customers in Q3</li>  <li>Commercial customer count grew 46% quarter-over-quarter</li>  <li>US commercial revenue grew 103% year-over-year</li>  <li>Cash flow from operations of $101 million, representing a 26% margin</li>  <li>Adjusted free cash flow of $119 million, representing a 30% margin</li>  <li>Closed 54 deals of $1 million or more, of which:</li>  <li>Total remaining deal value grew 50% year-over-year to $3.6 billion</li>  <li>GAAP net loss per share, diluted of $(0.05)</li>  <li>Adjusted earnings per share, diluted of $0.04</li> </ul> <b>Q1-Q3 2021 Highlights</b></p><p><blockquote><ul><li>总收入同比增长36%至3.92亿美元</li><li>第三季度净新增34家新客户</li><li>商业客户数量环比增长46%</li><li>美国商业收入同比增长103%</li><li>运营现金流为1.01亿美元，利润率为26%</li><li>调整后自由现金流为1.19亿美元，利润率为30%</li><li>完成54笔100万美元或以上的交易，其中：</li><li>剩余交易总价值同比增长50%至36亿美元</li><li>GAAP稀释后每股净亏损为(0.05)美元</li><li>调整后稀释每股收益为0.04美元</li></ul><b>2021年第一季度至第三季度亮点</b></blockquote></p><p> <ul>  <li>Total revenue grew 44% year-over-year to $1.1 billion</li>  <li>Commercial customer count increased 135% since December 31, 2020</li>  <li>Cash flow from operations of $240 million, representing a 22% margin</li>  <li>Adjusted free cash flow of $320 million, representing a 29% margin</li> </ul> <b>Q3 2021 Financial Summary</b></p><p><blockquote><ul><li>总收入同比增长44%至11亿美元</li><li>自2020年12月31日以来，商业客户数量增加了135%</li><li>运营现金流为2.4亿美元，利润率为22%</li><li>调整后自由现金流为3.2亿美元，利润率为29%</li></ul><b>2021年第三季度财务摘要</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/658b280b0509d4e5fe970e5de61570e5\" tg-width=\"985\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <table>  <tbody>   <tr></tr>   <tr></tr>  </tbody> </table> <b>Outlook</b></p><p><blockquote><table><tbody><tr></tr><tr></tr></tbody></table><b>世界观</b></blockquote></p><p> For Q4 2021, we expect:</p><p><blockquote>对于2021年第四季度，我们预计：</blockquote></p><p> <ul>  <li>$418 million in revenue.</li>  <li>Adjusted operating margin of 22%.</li> </ul> For full year 2021:</p><p><blockquote><ul><li>收入4.18亿美元。</li><li>调整后营业利润率为22%。</li></ul>2021年全年：</blockquote></p><p> <ul>  <li>We expect revenue growth of 40% to $1.527 billion.</li>  <li>We are raising our outlook for adjusted free cash flow to in excess of $400 million, up from in excess of $300 million.</li> </ul> Per long-term guidance policy, as provided by our Chief Executive Officer, Alex Karp, we continue to expect:</p><p><blockquote><ul><li>我们预计收入增长40%至15.27亿美元。</li><li>我们将调整后自由现金流的预期从超过3亿美元上调至超过4亿美元。</li></ul>根据我们首席执行官Alex Karp提供的长期指导政策，我们继续期望：</blockquote></p><p> <ul>  <li>Annual revenue growth of 30% or greater for 2021 through 2025.</li> </ul> Palantir&nbsp;shares&nbsp;once&nbsp;rose&nbsp;nearly&nbsp;5%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/ca256a464d04c12064d041bcfbdf1049\" tg-width=\"894\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>2021年至2025年年收入增长30%或更多。</li></ul>Palantir股价在盘前交易中一度上涨近5%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.businesswire.com/news/home/20211109005487/en/Palantir-Expects-40-Revenue-Growth-in-FY-2021-Q3-US-Commercial-Revenue-up-103-YY\">businesswire</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.businesswire.com/news/home/20211109005487/en/Palantir-Expects-40-Revenue-Growth-in-FY-2021-Q3-US-Commercial-Revenue-up-103-YY","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105674649","content_text":"Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended September 30, 2021.\nQ3 2021 Highlights\n\nTotal revenue grew 36% year-over-year to $392 million\nAdded 34 net new customers in Q3\nCommercial customer count grew 46% quarter-over-quarter\nUS commercial revenue grew 103% year-over-year\nCash flow from operations of $101 million, representing a 26% margin\nAdjusted free cash flow of $119 million, representing a 30% margin\nClosed 54 deals of $1 million or more, of which:\nTotal remaining deal value grew 50% year-over-year to $3.6 billion\nGAAP net loss per share, diluted of $(0.05)\nAdjusted earnings per share, diluted of $0.04\n\nQ1-Q3 2021 Highlights\n\nTotal revenue grew 44% year-over-year to $1.1 billion\nCommercial customer count increased 135% since December 31, 2020\nCash flow from operations of $240 million, representing a 22% margin\nAdjusted free cash flow of $320 million, representing a 29% margin\n\nQ3 2021 Financial Summary\n\n\n\n\n\n\n\nOutlook\nFor Q4 2021, we expect:\n\n$418 million in revenue.\nAdjusted operating margin of 22%.\n\nFor full year 2021:\n\nWe expect revenue growth of 40% to $1.527 billion.\nWe are raising our outlook for adjusted free cash flow to in excess of $400 million, up from in excess of $300 million.\n\nPer long-term guidance policy, as provided by our Chief Executive Officer, Alex Karp, we continue to expect:\n\nAnnual revenue growth of 30% or greater for 2021 through 2025.\n\nPalantir shares once rose nearly 5% in premarket trading.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842041381,"gmtCreate":1636122255808,"gmtModify":1636122256409,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Why doesn't he dare to short it?","listText":"Why doesn't he dare to short it?","text":"Why doesn't he dare to short it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842041381","repostId":"1180620689","repostType":2,"repost":{"id":"1180620689","kind":"news","pubTimestamp":1636112077,"share":"https://www.laohu8.com/m/news/1180620689?lang=zh_CN&edition=full","pubTime":"2021-11-05 19:34","market":"us","language":"en","title":"Tesla Stock Is Overvalued by $1 Trillion, Analyst Says. We Looked at the Math.<blockquote>分析师表示，特斯拉股票被高估了1万亿美元。我们看了数学。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180620689","media":"Barrons","summary":"Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-r","content":"<p>Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-research firm New Constructs believes the company is overvalued by roughly $1 trillion of that. The firm’s CEO, David Trainer, says Tesla shares could fall as much as 88%, to roughly $150 a share.</p><p><blockquote>特斯拉的市值最近远远超过1万亿美元，但独立投资研究公司New Constructs认为，该公司的估值被高估了约1万亿美元。该公司首席执行官David Trainer表示，特斯拉股价可能会下跌88%，至每股约150美元。</blockquote></p><p> His argument, which isn’t the first extreme bear or bull case Tesla (ticker: TSLA) investors have had to weigh, is mainly based on math.</p><p><blockquote>他的论点主要基于数学，这并不是特斯拉（股票代码：TSLA）投资者必须权衡的第一个极端熊市或牛市案例。</blockquote></p><p> Tesla stock, which has risen about 57% over the past month, was little changed in premarket trading Friday after gaining up 1.3% Thursday afternoon, while the&nbsp;S&amp;P 500&nbsp;advanced 0.4% and the&nbsp;Dow Jones Industrial Average&nbsp;finished off 0.1%. Strong third-quarter deliveries, earnings, and a sale of 100,000 vehicles to the rental-car company&nbsp;Hertz&nbsp;(HTZZ) have sent the stock through the roof.</p><p><blockquote>特斯拉股价在过去一个月上涨了约57%，在周四下午上涨1.3%后，周五盘前交易中几乎没有变化，而标准普尔500指数上涨0.4%，道琼斯工业平均指数收盘下跌0.1%。强劲的第三季度交付量、盈利以及向汽车租赁公司赫兹(HTZZ)出售10万辆汽车，使该股股价飙升。</blockquote></p><p> Today, Tesla is worth roughly $1.2 trillion–a figure Trainer says makes no sense. Tesla didn’t immediately respond to a request for comment.</p><p><blockquote>如今，特斯拉的身价约为1.2万亿美元——一位培训师称这个数字毫无意义。特斯拉没有立即回应置评请求。</blockquote></p><p> “The $1.2 trillion valuation implies Tesla owns 118% of the entire global passenger EV market and becomes more profitable than&nbsp;Apple&nbsp;[AAPL] by 2030,” wrote Trainer in a Thursday report. His work looked at what kind of sales and earnings the company would have to achieve to be worth that much.</p><p><blockquote>Trainer在周四的一份报告中写道：“1.2万亿美元的估值意味着特斯拉拥有整个全球乘用电动汽车市场的118%，到2030年利润将超过苹果[AAPL]。”他的工作着眼于公司必须实现什么样的销售额和收益才能达到那么高的价值。</blockquote></p><p> Trainer believes Tesla would have to sell almost 31 million vehicles in 2030 to justify the current valuation. That is more than he expects the entire industry to produce, based on figures from the International Energy Agency. The base case in the IEA’s 2021 outlook for electric vehicles projects annual global sales of about 28 million EVs at the end of the decade.</p><p><blockquote>Trainer认为，特斯拉必须在2030年销售近3100万辆汽车才能证明当前估值的合理性。根据国际能源署的数据，这超过了他对整个行业产量的预期。IEA 2021年电动汽车展望的基本情景预计，到本世纪末，全球电动汽车年销量约为2800万辆。</blockquote></p><p> To be sure, that IEA report was published in April, before many auto makers committed to spending billions of dollars on vehicle electrification and battery-production capacity. It was in August that President Joe Biden announced his <a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">goal for EVs</a> to account for 50% of new-car sales by 2030. And the IEA report includes a best-case scenario with about 47 million EVs sold around the world annually by 2030.</p><p><blockquote>可以肯定的是，IEA的报告是在四月份发布的，当时许多汽车制造商承诺在汽车电气化和电池产能上投入数十亿美元。八月，乔·拜登总统宣布了他的<a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">电动汽车的目标</a>到2030年占新车销量的50%。IEA的报告包括了到2030年全球每年销售约4700万辆电动汽车的最佳情景。</blockquote></p><p> There are, of course, Tesla bulls, and most of them don’t believe Tesla is going to sell 31 million cars a year by 2030. Morgan Stanley’s Adam Jonas, who rates the stock at Buy and has a $1,200 price target for shares, predicts annual sales of about 8 million units by then.</p><p><blockquote>当然，也有看好特斯拉的人，他们中的大多数人不相信特斯拉到2030年每年会售出3100万辆汽车。摩根士丹利(Morgan Stanley)的亚当·乔纳斯(Adam Jonas)将该股评级为买入，目标价为1,200美元，预计届时年销量约为800万辆。</blockquote></p><p> Jonas believes Tesla will be more profitable than traditional auto makers. But Trainer assumes that Tesla will have operating profit margins in line with those of General Motors&nbsp;(GM). With 31 million vehicles sold, that might mean Tesla earns $131 billion in 2030 operating profit, higher than the $100 billion-plus Apple is pulling in now, he said.</p><p><blockquote>Jonas认为，特斯拉将比传统汽车制造商更有利可图。但Trainer假设特斯拉的营业利润率将与通用汽车(GM)持平。他表示，特斯拉售出3100万辆汽车，这可能意味着2030年营业利润将达到1310亿美元，高于苹果目前超过1000亿美元的收入。</blockquote></p><p> But if Jonas’s call for Tesla to sell 8 million vehicles in 2030 is correct, Trainer said, that would yield earnings of about $30 billion annually, assuming Elon Musk’s company only matches GM’s net operating after-tax profit margin of 8.5%.</p><p><blockquote>但Trainer表示，如果Jonas对特斯拉2030年销售800万辆汽车的看涨期权是正确的，假设Elon Musk的公司仅与通用8.5%的税后净营业利润率相当，那么每年将产生约300亿美元的收益。</blockquote></p><p> Recently, of course, some of Tesla’s profit margins have been industry-leading, which is no surprise given the popularity of the vehicles and the fact that the company doesn’t have the pension obligations its older rivals face. Third-quarter gross margins exceeded GM’s,Ford Motor‘s (F), and&nbsp;Volkswagen’s&nbsp;(VOW3. Germany), to name a few.</p><p><blockquote>当然，最近，特斯拉的一些利润率一直处于行业领先地位，考虑到这些汽车的受欢迎程度以及该公司没有其老竞争对手面临的养老金义务，这并不奇怪。第三季度毛利率超过通用汽车、福特汽车(F)和大众汽车(VOW3.Germany)等。</blockquote></p><p> Longer-term margins are hard to predict, though Trainer told <i>Barron’s</i> he thinks his assumption is fair. They depend on factors such as software sales—all auto makers are offering software-enabled features that can be sold on subscriptions—as well as battery costs.</p><p><blockquote>尽管Trainer表示，长期利润率很难预测<i>巴伦周刊</i>他认为他的假设是公平的。它们取决于软件销售（所有汽车制造商都提供可以通过订阅出售的软件功能）以及电池成本等因素。</blockquote></p><p> “Putting it all together: Tesla provides poor risk/reward,” Trainer wrote.</p><p><blockquote>“综合起来：特斯拉提供的风险/回报很差，”特雷纳写道。</blockquote></p><p> His arguments are unlikely to sway the many bulls who follow the stock. There are 14 analysts, almost one-third of the 44 Bloomberg tracks, with target prices that value Tesla at $1 trillion or more.</p><p><blockquote>他的观点不太可能动摇许多关注该股的多头。有14名分析师，几乎占彭博社44条赛道的三分之一，他们的目标价对特斯拉的估值为1万亿美元或以上。</blockquote></p><p> The bulls believe Tesla is the EV leader and will increase its sales and production volume at 50% a year on average for the foreseeable future. They also believe EVs will be more profitable than traditional vehicles and that Tesla will maintain its cost leadership. Many bulls also believe that Tesla’s power-storage business, plus a robotaxi operation it could launch if it succeeds in developing self-driving cars, will generate significant sales.</p><p><blockquote>看涨者认为，特斯拉是电动汽车的领导者，在可预见的未来，其销量和产量将以平均每年50%的速度增长。他们还相信电动汽车将比传统汽车更有利可图，特斯拉将保持其成本领先地位。许多看涨者还认为，特斯拉的储电业务，加上如果成功开发自动驾驶汽车，它可能推出的机器人出租车业务，将产生可观的销售额。</blockquote></p><p> Time will tell who is right. The bulls are feeling good these days given Tesla’s strong results. And the bears are staring agape at the stock’s valuation, which essentially matches all of the world’s traditional auto makers combined.</p><p><blockquote>时间会证明谁是对的。鉴于特斯拉的强劲业绩，公牛队这些天感觉很好。空头们目瞪口呆地看着该股的估值，该估值基本上与全球所有传统汽车制造商的估值总和相当。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Is Overvalued by $1 Trillion, Analyst Says. We Looked at the Math.<blockquote>分析师表示，特斯拉股票被高估了1万亿美元。我们看了数学。</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 Stock Is Overvalued by $1 Trillion, Analyst Says. We Looked at the Math.<blockquote>分析师表示，特斯拉股票被高估了1万亿美元。我们看了数学。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-05 19:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-research firm New Constructs believes the company is overvalued by roughly $1 trillion of that. The firm’s CEO, David Trainer, says Tesla shares could fall as much as 88%, to roughly $150 a share.</p><p><blockquote>特斯拉的市值最近远远超过1万亿美元，但独立投资研究公司New Constructs认为，该公司的估值被高估了约1万亿美元。该公司首席执行官David Trainer表示，特斯拉股价可能会下跌88%，至每股约150美元。</blockquote></p><p> His argument, which isn’t the first extreme bear or bull case Tesla (ticker: TSLA) investors have had to weigh, is mainly based on math.</p><p><blockquote>他的论点主要基于数学，这并不是特斯拉（股票代码：TSLA）投资者必须权衡的第一个极端熊市或牛市案例。</blockquote></p><p> Tesla stock, which has risen about 57% over the past month, was little changed in premarket trading Friday after gaining up 1.3% Thursday afternoon, while the&nbsp;S&amp;P 500&nbsp;advanced 0.4% and the&nbsp;Dow Jones Industrial Average&nbsp;finished off 0.1%. Strong third-quarter deliveries, earnings, and a sale of 100,000 vehicles to the rental-car company&nbsp;Hertz&nbsp;(HTZZ) have sent the stock through the roof.</p><p><blockquote>特斯拉股价在过去一个月上涨了约57%，在周四下午上涨1.3%后，周五盘前交易中几乎没有变化，而标准普尔500指数上涨0.4%，道琼斯工业平均指数收盘下跌0.1%。强劲的第三季度交付量、盈利以及向汽车租赁公司赫兹(HTZZ)出售10万辆汽车，使该股股价飙升。</blockquote></p><p> Today, Tesla is worth roughly $1.2 trillion–a figure Trainer says makes no sense. Tesla didn’t immediately respond to a request for comment.</p><p><blockquote>如今，特斯拉的身价约为1.2万亿美元——一位培训师称这个数字毫无意义。特斯拉没有立即回应置评请求。</blockquote></p><p> “The $1.2 trillion valuation implies Tesla owns 118% of the entire global passenger EV market and becomes more profitable than&nbsp;Apple&nbsp;[AAPL] by 2030,” wrote Trainer in a Thursday report. His work looked at what kind of sales and earnings the company would have to achieve to be worth that much.</p><p><blockquote>Trainer在周四的一份报告中写道：“1.2万亿美元的估值意味着特斯拉拥有整个全球乘用电动汽车市场的118%，到2030年利润将超过苹果[AAPL]。”他的工作着眼于公司必须实现什么样的销售额和收益才能达到那么高的价值。</blockquote></p><p> Trainer believes Tesla would have to sell almost 31 million vehicles in 2030 to justify the current valuation. That is more than he expects the entire industry to produce, based on figures from the International Energy Agency. The base case in the IEA’s 2021 outlook for electric vehicles projects annual global sales of about 28 million EVs at the end of the decade.</p><p><blockquote>Trainer认为，特斯拉必须在2030年销售近3100万辆汽车才能证明当前估值的合理性。根据国际能源署的数据，这超过了他对整个行业产量的预期。IEA 2021年电动汽车展望的基本情景预计，到本世纪末，全球电动汽车年销量约为2800万辆。</blockquote></p><p> To be sure, that IEA report was published in April, before many auto makers committed to spending billions of dollars on vehicle electrification and battery-production capacity. It was in August that President Joe Biden announced his <a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">goal for EVs</a> to account for 50% of new-car sales by 2030. And the IEA report includes a best-case scenario with about 47 million EVs sold around the world annually by 2030.</p><p><blockquote>可以肯定的是，IEA的报告是在四月份发布的，当时许多汽车制造商承诺在汽车电气化和电池产能上投入数十亿美元。八月，乔·拜登总统宣布了他的<a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">电动汽车的目标</a>到2030年占新车销量的50%。IEA的报告包括了到2030年全球每年销售约4700万辆电动汽车的最佳情景。</blockquote></p><p> There are, of course, Tesla bulls, and most of them don’t believe Tesla is going to sell 31 million cars a year by 2030. Morgan Stanley’s Adam Jonas, who rates the stock at Buy and has a $1,200 price target for shares, predicts annual sales of about 8 million units by then.</p><p><blockquote>当然，也有看好特斯拉的人，他们中的大多数人不相信特斯拉到2030年每年会售出3100万辆汽车。摩根士丹利(Morgan Stanley)的亚当·乔纳斯(Adam Jonas)将该股评级为买入，目标价为1,200美元，预计届时年销量约为800万辆。</blockquote></p><p> Jonas believes Tesla will be more profitable than traditional auto makers. But Trainer assumes that Tesla will have operating profit margins in line with those of General Motors&nbsp;(GM). With 31 million vehicles sold, that might mean Tesla earns $131 billion in 2030 operating profit, higher than the $100 billion-plus Apple is pulling in now, he said.</p><p><blockquote>Jonas认为，特斯拉将比传统汽车制造商更有利可图。但Trainer假设特斯拉的营业利润率将与通用汽车(GM)持平。他表示，特斯拉售出3100万辆汽车，这可能意味着2030年营业利润将达到1310亿美元，高于苹果目前超过1000亿美元的收入。</blockquote></p><p> But if Jonas’s call for Tesla to sell 8 million vehicles in 2030 is correct, Trainer said, that would yield earnings of about $30 billion annually, assuming Elon Musk’s company only matches GM’s net operating after-tax profit margin of 8.5%.</p><p><blockquote>但Trainer表示，如果Jonas对特斯拉2030年销售800万辆汽车的看涨期权是正确的，假设Elon Musk的公司仅与通用8.5%的税后净营业利润率相当，那么每年将产生约300亿美元的收益。</blockquote></p><p> Recently, of course, some of Tesla’s profit margins have been industry-leading, which is no surprise given the popularity of the vehicles and the fact that the company doesn’t have the pension obligations its older rivals face. Third-quarter gross margins exceeded GM’s,Ford Motor‘s (F), and&nbsp;Volkswagen’s&nbsp;(VOW3. Germany), to name a few.</p><p><blockquote>当然，最近，特斯拉的一些利润率一直处于行业领先地位，考虑到这些汽车的受欢迎程度以及该公司没有其老竞争对手面临的养老金义务，这并不奇怪。第三季度毛利率超过通用汽车、福特汽车(F)和大众汽车(VOW3.Germany)等。</blockquote></p><p> Longer-term margins are hard to predict, though Trainer told <i>Barron’s</i> he thinks his assumption is fair. They depend on factors such as software sales—all auto makers are offering software-enabled features that can be sold on subscriptions—as well as battery costs.</p><p><blockquote>尽管Trainer表示，长期利润率很难预测<i>巴伦周刊</i>他认为他的假设是公平的。它们取决于软件销售（所有汽车制造商都提供可以通过订阅出售的软件功能）以及电池成本等因素。</blockquote></p><p> “Putting it all together: Tesla provides poor risk/reward,” Trainer wrote.</p><p><blockquote>“综合起来：特斯拉提供的风险/回报很差，”特雷纳写道。</blockquote></p><p> His arguments are unlikely to sway the many bulls who follow the stock. There are 14 analysts, almost one-third of the 44 Bloomberg tracks, with target prices that value Tesla at $1 trillion or more.</p><p><blockquote>他的观点不太可能动摇许多关注该股的多头。有14名分析师，几乎占彭博社44条赛道的三分之一，他们的目标价对特斯拉的估值为1万亿美元或以上。</blockquote></p><p> The bulls believe Tesla is the EV leader and will increase its sales and production volume at 50% a year on average for the foreseeable future. They also believe EVs will be more profitable than traditional vehicles and that Tesla will maintain its cost leadership. Many bulls also believe that Tesla’s power-storage business, plus a robotaxi operation it could launch if it succeeds in developing self-driving cars, will generate significant sales.</p><p><blockquote>看涨者认为，特斯拉是电动汽车的领导者，在可预见的未来，其销量和产量将以平均每年50%的速度增长。他们还相信电动汽车将比传统汽车更有利可图，特斯拉将保持其成本领先地位。许多看涨者还认为，特斯拉的储电业务，加上如果成功开发自动驾驶汽车，它可能推出的机器人出租车业务，将产生可观的销售额。</blockquote></p><p> Time will tell who is right. The bulls are feeling good these days given Tesla’s strong results. And the bears are staring agape at the stock’s valuation, which essentially matches all of the world’s traditional auto makers combined.</p><p><blockquote>时间会证明谁是对的。鉴于特斯拉的强劲业绩，公牛队这些天感觉很好。空头们目瞪口呆地看着该股的估值，该估值基本上与全球所有传统汽车制造商的估值总和相当。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-overvalued-1-trillion-51636053056?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-overvalued-1-trillion-51636053056?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180620689","content_text":"Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-research firm New Constructs believes the company is overvalued by roughly $1 trillion of that. The firm’s CEO, David Trainer, says Tesla shares could fall as much as 88%, to roughly $150 a share.\nHis argument, which isn’t the first extreme bear or bull case Tesla (ticker: TSLA) investors have had to weigh, is mainly based on math.\nTesla stock, which has risen about 57% over the past month, was little changed in premarket trading Friday after gaining up 1.3% Thursday afternoon, while the S&P 500 advanced 0.4% and the Dow Jones Industrial Average finished off 0.1%. Strong third-quarter deliveries, earnings, and a sale of 100,000 vehicles to the rental-car company Hertz (HTZZ) have sent the stock through the roof.\nToday, Tesla is worth roughly $1.2 trillion–a figure Trainer says makes no sense. Tesla didn’t immediately respond to a request for comment.\n“The $1.2 trillion valuation implies Tesla owns 118% of the entire global passenger EV market and becomes more profitable than Apple [AAPL] by 2030,” wrote Trainer in a Thursday report. His work looked at what kind of sales and earnings the company would have to achieve to be worth that much.\nTrainer believes Tesla would have to sell almost 31 million vehicles in 2030 to justify the current valuation. That is more than he expects the entire industry to produce, based on figures from the International Energy Agency. The base case in the IEA’s 2021 outlook for electric vehicles projects annual global sales of about 28 million EVs at the end of the decade.\nTo be sure, that IEA report was published in April, before many auto makers committed to spending billions of dollars on vehicle electrification and battery-production capacity. It was in August that President Joe Biden announced his goal for EVs to account for 50% of new-car sales by 2030. And the IEA report includes a best-case scenario with about 47 million EVs sold around the world annually by 2030.\nThere are, of course, Tesla bulls, and most of them don’t believe Tesla is going to sell 31 million cars a year by 2030. Morgan Stanley’s Adam Jonas, who rates the stock at Buy and has a $1,200 price target for shares, predicts annual sales of about 8 million units by then.\nJonas believes Tesla will be more profitable than traditional auto makers. But Trainer assumes that Tesla will have operating profit margins in line with those of General Motors (GM). With 31 million vehicles sold, that might mean Tesla earns $131 billion in 2030 operating profit, higher than the $100 billion-plus Apple is pulling in now, he said.\nBut if Jonas’s call for Tesla to sell 8 million vehicles in 2030 is correct, Trainer said, that would yield earnings of about $30 billion annually, assuming Elon Musk’s company only matches GM’s net operating after-tax profit margin of 8.5%.\nRecently, of course, some of Tesla’s profit margins have been industry-leading, which is no surprise given the popularity of the vehicles and the fact that the company doesn’t have the pension obligations its older rivals face. Third-quarter gross margins exceeded GM’s,Ford Motor‘s (F), and Volkswagen’s (VOW3. Germany), to name a few.\nLonger-term margins are hard to predict, though Trainer told Barron’s he thinks his assumption is fair. They depend on factors such as software sales—all auto makers are offering software-enabled features that can be sold on subscriptions—as well as battery costs.\n“Putting it all together: Tesla provides poor risk/reward,” Trainer wrote.\nHis arguments are unlikely to sway the many bulls who follow the stock. There are 14 analysts, almost one-third of the 44 Bloomberg tracks, with target prices that value Tesla at $1 trillion or more.\nThe bulls believe Tesla is the EV leader and will increase its sales and production volume at 50% a year on average for the foreseeable future. They also believe EVs will be more profitable than traditional vehicles and that Tesla will maintain its cost leadership. Many bulls also believe that Tesla’s power-storage business, plus a robotaxi operation it could launch if it succeeds in developing self-driving cars, will generate significant sales.\nTime will tell who is right. The bulls are feeling good these days given Tesla’s strong results. And the bears are staring agape at the stock’s valuation, which essentially matches all of the world’s traditional auto makers combined.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":4378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842002040,"gmtCreate":1636119178165,"gmtModify":1636119178705,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"dead","listText":"dead","text":"dead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842002040","repostId":"1176744367","repostType":2,"repost":{"id":"1176744367","kind":"news","pubTimestamp":1636115842,"share":"https://www.laohu8.com/m/news/1176744367?lang=zh_CN&edition=full","pubTime":"2021-11-05 20:37","market":"us","language":"en","title":"Peloton Stock Is in Free Fall. This Is Where Analysts Say the Shares Are Going.<blockquote>Peloton 股票正在自由落体式下跌。分析师表示，这就是股价的走向。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176744367","media":"Barrons","summary":"Peloton stock was plunging Friday after its third-quarter earnings disappointed and the company cut ","content":"<p>Peloton stock was plunging Friday after its third-quarter earnings disappointed and the company cut its full-year fiscal outlook.</p><p><blockquote>Peloton 股价周五暴跌，此前其第三季度盈利令人失望，并且该公司下调了全年财政展望。</blockquote></p><p> Analysts have started weighing in with downgrades and price target cuts.</p><p><blockquote>分析师已开始考虑下调评级和下调目标价。</blockquote></p><p> Peloton&nbsp;slipped 4.3% Thursday and the stock collapsed 32% in U.S. premarket trading Friday to $59—heading for its lowest levels since July 2020. It’s the latest “pandemic play” stock to come under pressure.</p><p><blockquote>Peloton 周四下跌 4.3%，周五美国盘前交易中该股暴跌 32%，至 59 美元，跌至 2020 年 7 月以来的最低水平。这是最新一只面临压力的 “大流行病 ”股票。</blockquote></p><p> Investment banks Stifel, Truist Securities, and Cowen, as well as investment advisory firm Evercore ISI and research firm MKM Partners, all lowered their price targets for Peloton stock on the back of the company’s earnings.</p><p><blockquote>投资银行 Stifel、Truist Securities 和 Cowen，以及投资咨询公司 Evercore ISI 和研究公司 MKM Partners 都根据 Peloton 的财报下调了该公司的目标价。</blockquote></p><p> Peloton reported a net loss of $376 million or $1.25 per share in its latest quarter, delivering a worse performance than the $1.10 per share loss expected by Wall Street. The company, which makes exercise equipment paired with monthly subscriptions, also cut its outlook for revenue this fiscal year—which ends June 2022—to a range of $4.4 billion to $4.8 billion, down from prior guidance of $5.4 billion.</p><p><blockquote>Peloton 公布最新季度净亏损 3.76 亿美元，即每股亏损 1.25 美元，业绩逊于华尔街预期的每股亏损 1.10 美元。该公司生产与每月订阅相结合的健身器材，还将本财年（截至 2022 年 6 月）的收入预期从之前的 54 亿美元下调至 44 亿至 48 亿美元。</blockquote></p><p> Truist Securities downgraded Peloton from Buy to Hold and cut its price target on the stock from $130 to $68.</p><p><blockquote>Truist Securities 将 Peloton 的评级从买入下调至持有，并将该股目标价从 130 美元下调至 68 美元。</blockquote></p><p> The Truist team, led by Youssef Squali, said its downgrade was primarily driven by softer-than-expected demand for bikes and treadmills this fiscal year, despite lower prices, as a result of consumers’ increased mobility.</p><p><blockquote>由优素福-斯夸利（Youssef Squali）领导的 Truist 团队表示，尽管由于消费者的流动性增加，自行车和跑步机的价格有所下降，但本财年对自行车和跑步机的需求低于预期，因此其评级下调的主要原因是自行车和跑步机的需求低于预期。</blockquote></p><p> Higher losses as a result of a pinch on margins and a lack of near-term catalysts for investors in the short term added to their view. Beyond June 2022, however, they see favorable trends around home fitness remaining intact, and see Peloton having potential for material growth and margin leverage.</p><p><blockquote>他们认为，由于利润率紧缩以及短期内投资者缺乏近期催化剂而导致的损失增加。然而，2022 年 6 月之后，他们认为家庭健身的有利趋势保持不变，并认为 Peloton 具有实质性增长和利润率杠杆的潜力。</blockquote></p><p> MKM Partners also downgraded Peloton Friday, from Buy to Neutral, similarly slashing its price target on the shares from $130 to $70.</p><p><blockquote>MKM Partners 周五还将 Peloton 的评级从买入下调至中性，同样将其目标股价从 130 美元下调至 70 美元。</blockquote></p><p> Managing director Rohit Kulkarni said they were wrong about how the re-opening and competitive headwinds would impact Peloton’s performance. The research group believes consumer preferences have changed rapidly, and that the company “has as yet seen the entirety of the potential near-term headwind.”</p><p><blockquote>总经理罗希特-库尔卡尼（Rohit Kulkarni）说，他们对重新开业和竞争逆风将如何影响 Peloton 的业绩的看法是错误的。该研究小组认为，消费者的偏好已经迅速变化，该公司 “尚未看到近期潜在的全部阻力”。</blockquote></p><p> “Peloton is going to be in cash-burn mode now.”</p><p><blockquote>“Peloton 现在将进入烧钱模式。”</blockquote></p><p> Another downgrade came from Stifel, which changed its rating on Peloton from Buy to Hold and lowered its price target from $120 to $70.</p><p><blockquote>Stifel 再次下调评级，将 Peloton 的评级从买入改为持有，并将目标价从 120 美元下调至 70 美元。</blockquote></p><p> Analysts led by Scott W. Devitt said that prior guidance had given them confidence that Peloton could grow through the reopening period, with a new product launch and expansion into international markets as potential catalysts. That’s changed.</p><p><blockquote>以 Scott W. Devitt 为首的分析师表示，之前的指导让他们相信 Peloton 可以在重新开业期间实现增长，新产品的推出和进军国际市场是潜在的催化剂。情况已经改变了。</blockquote></p><p> “We expect it will take several quarters to determine a more normalized pace of growth, or more skeptically, whether or not the revised outlook is an indication that the core product may be closer to maturity in existing markets than previously thought,” the analysts said. “We see limited near-term upside as Peloton works through this digestion period.”</p><p><blockquote>“分析师说：”我们预计需要几个季度的时间才能确定一个更正常的增长速度，或者更怀疑的是，修订后的展望是否表明核心产品在现有市场可能比之前想象的更接近成熟。“随着 Peloton 度过这一消化期，我们认为近期上涨空间有限”。</blockquote></p><p> Meanwhile, Evercore ISI maintained its In Line rating of Peloton and also slashed its price target, from $108 to $72.</p><p><blockquote>与此同时，Evercore ISI 维持对 Peloton 的一致评级，并将目标价从 108 美元下调至 72 美元。</blockquote></p><p> “Essentially, the company mis-forecasted the magnitude of the impact from reopening economies (and the resulting reduction in consumer demand), ongoing supply chain constraints, cost inflation, and logistics challenges when they initially provided FY’22 guidance last quarter,” the team at Evercore, led by Shweta Khajuria, said Thursday. “We remain on the sidelines.”</p><p><blockquote>“Evercore 由 Shweta Khajuria 领导的团队周四表示：”从本质上讲，该公司在上季度最初提供 22 财年指导时，错误地预测了经济重新开放（以及由此导致的消费者需求减少）、持续的供应链限制、成本上涨和物流挑战的影响程度。“我们仍在观望。”</blockquote></p><p> For its part, Cowen kept its Outperform rating on Peloton but lowered its price target from $130 to $100.</p><p><blockquote>Cowen 则维持 Peloton 跑赢大盘评级，但将目标价从 130 美元下调至 100 美元。</blockquote></p><p> The analysts at Cowen, led by John Blackledge, called Peloton’s results solid but noted the downbeat outlook for earnings. That said, they remain firm in their bullish view on the stock.</p><p><blockquote>以约翰-布莱克利奇（John Blackledge）为首的 Cowen 分析师称 Peloton 的业绩稳健，但也指出盈利前景悲观。尽管如此，他们仍然坚定地看好该股。</blockquote></p><p> “Peloton is the clear leader in the emerging connected fitness segment and is poised to expand its addressable market as awareness rises amid its expansion into new hardware &amp; content verticals and international markets,” they wrote Friday.</p><p><blockquote>“他们周五写道：”Peloton 是新兴互联健身领域的明显领导者，随着其向新的硬件和内容垂直领域以及国际市场的扩张，人们的知名度不断提高，Peloton 准备扩大其潜在市场。</blockquote></p><p> Cowen sees demand for convenient fitness options, as well as favorable health and wellness trends, driving multiyear tailwinds.</p><p><blockquote>考恩认为，对方便的健身选择的需求，以及有利的健康和保健趋势，推动了多年的顺风。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Peloton Stock Is in Free Fall. This Is Where Analysts Say the Shares Are Going.<blockquote>Peloton 股票正在自由落体式下跌。分析师表示，这就是股价的走向。</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\">\nPeloton Stock Is in Free Fall. This Is Where Analysts Say the Shares Are Going.<blockquote>Peloton 股票正在自由落体式下跌。分析师表示，这就是股价的走向。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-05 20:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Peloton stock was plunging Friday after its third-quarter earnings disappointed and the company cut its full-year fiscal outlook.</p><p><blockquote>Peloton 股价周五暴跌，此前其第三季度盈利令人失望，并且该公司下调了全年财政展望。</blockquote></p><p> Analysts have started weighing in with downgrades and price target cuts.</p><p><blockquote>分析师已开始考虑下调评级和下调目标价。</blockquote></p><p> Peloton&nbsp;slipped 4.3% Thursday and the stock collapsed 32% in U.S. premarket trading Friday to $59—heading for its lowest levels since July 2020. It’s the latest “pandemic play” stock to come under pressure.</p><p><blockquote>Peloton 周四下跌 4.3%，周五美国盘前交易中该股暴跌 32%，至 59 美元，跌至 2020 年 7 月以来的最低水平。这是最新一只面临压力的 “大流行病 ”股票。</blockquote></p><p> Investment banks Stifel, Truist Securities, and Cowen, as well as investment advisory firm Evercore ISI and research firm MKM Partners, all lowered their price targets for Peloton stock on the back of the company’s earnings.</p><p><blockquote>投资银行 Stifel、Truist Securities 和 Cowen，以及投资咨询公司 Evercore ISI 和研究公司 MKM Partners 都根据 Peloton 的财报下调了该公司的目标价。</blockquote></p><p> Peloton reported a net loss of $376 million or $1.25 per share in its latest quarter, delivering a worse performance than the $1.10 per share loss expected by Wall Street. The company, which makes exercise equipment paired with monthly subscriptions, also cut its outlook for revenue this fiscal year—which ends June 2022—to a range of $4.4 billion to $4.8 billion, down from prior guidance of $5.4 billion.</p><p><blockquote>Peloton 公布最新季度净亏损 3.76 亿美元，即每股亏损 1.25 美元，业绩逊于华尔街预期的每股亏损 1.10 美元。该公司生产与每月订阅相结合的健身器材，还将本财年（截至 2022 年 6 月）的收入预期从之前的 54 亿美元下调至 44 亿至 48 亿美元。</blockquote></p><p> Truist Securities downgraded Peloton from Buy to Hold and cut its price target on the stock from $130 to $68.</p><p><blockquote>Truist Securities 将 Peloton 的评级从买入下调至持有，并将该股目标价从 130 美元下调至 68 美元。</blockquote></p><p> The Truist team, led by Youssef Squali, said its downgrade was primarily driven by softer-than-expected demand for bikes and treadmills this fiscal year, despite lower prices, as a result of consumers’ increased mobility.</p><p><blockquote>由优素福-斯夸利（Youssef Squali）领导的 Truist 团队表示，尽管由于消费者的流动性增加，自行车和跑步机的价格有所下降，但本财年对自行车和跑步机的需求低于预期，因此其评级下调的主要原因是自行车和跑步机的需求低于预期。</blockquote></p><p> Higher losses as a result of a pinch on margins and a lack of near-term catalysts for investors in the short term added to their view. Beyond June 2022, however, they see favorable trends around home fitness remaining intact, and see Peloton having potential for material growth and margin leverage.</p><p><blockquote>他们认为，由于利润率紧缩以及短期内投资者缺乏近期催化剂而导致的损失增加。然而，2022 年 6 月之后，他们认为家庭健身的有利趋势保持不变，并认为 Peloton 具有实质性增长和利润率杠杆的潜力。</blockquote></p><p> MKM Partners also downgraded Peloton Friday, from Buy to Neutral, similarly slashing its price target on the shares from $130 to $70.</p><p><blockquote>MKM Partners 周五还将 Peloton 的评级从买入下调至中性，同样将其目标股价从 130 美元下调至 70 美元。</blockquote></p><p> Managing director Rohit Kulkarni said they were wrong about how the re-opening and competitive headwinds would impact Peloton’s performance. The research group believes consumer preferences have changed rapidly, and that the company “has as yet seen the entirety of the potential near-term headwind.”</p><p><blockquote>总经理罗希特-库尔卡尼（Rohit Kulkarni）说，他们对重新开业和竞争逆风将如何影响 Peloton 的业绩的看法是错误的。该研究小组认为，消费者的偏好已经迅速变化，该公司 “尚未看到近期潜在的全部阻力”。</blockquote></p><p> “Peloton is going to be in cash-burn mode now.”</p><p><blockquote>“Peloton 现在将进入烧钱模式。”</blockquote></p><p> Another downgrade came from Stifel, which changed its rating on Peloton from Buy to Hold and lowered its price target from $120 to $70.</p><p><blockquote>Stifel 再次下调评级，将 Peloton 的评级从买入改为持有，并将目标价从 120 美元下调至 70 美元。</blockquote></p><p> Analysts led by Scott W. Devitt said that prior guidance had given them confidence that Peloton could grow through the reopening period, with a new product launch and expansion into international markets as potential catalysts. That’s changed.</p><p><blockquote>以 Scott W. Devitt 为首的分析师表示，之前的指导让他们相信 Peloton 可以在重新开业期间实现增长，新产品的推出和进军国际市场是潜在的催化剂。情况已经改变了。</blockquote></p><p> “We expect it will take several quarters to determine a more normalized pace of growth, or more skeptically, whether or not the revised outlook is an indication that the core product may be closer to maturity in existing markets than previously thought,” the analysts said. “We see limited near-term upside as Peloton works through this digestion period.”</p><p><blockquote>“分析师说：”我们预计需要几个季度的时间才能确定一个更正常的增长速度，或者更怀疑的是，修订后的展望是否表明核心产品在现有市场可能比之前想象的更接近成熟。“随着 Peloton 度过这一消化期，我们认为近期上涨空间有限”。</blockquote></p><p> Meanwhile, Evercore ISI maintained its In Line rating of Peloton and also slashed its price target, from $108 to $72.</p><p><blockquote>与此同时，Evercore ISI 维持对 Peloton 的一致评级，并将目标价从 108 美元下调至 72 美元。</blockquote></p><p> “Essentially, the company mis-forecasted the magnitude of the impact from reopening economies (and the resulting reduction in consumer demand), ongoing supply chain constraints, cost inflation, and logistics challenges when they initially provided FY’22 guidance last quarter,” the team at Evercore, led by Shweta Khajuria, said Thursday. “We remain on the sidelines.”</p><p><blockquote>“Evercore 由 Shweta Khajuria 领导的团队周四表示：”从本质上讲，该公司在上季度最初提供 22 财年指导时，错误地预测了经济重新开放（以及由此导致的消费者需求减少）、持续的供应链限制、成本上涨和物流挑战的影响程度。“我们仍在观望。”</blockquote></p><p> For its part, Cowen kept its Outperform rating on Peloton but lowered its price target from $130 to $100.</p><p><blockquote>Cowen 则维持 Peloton 跑赢大盘评级，但将目标价从 130 美元下调至 100 美元。</blockquote></p><p> The analysts at Cowen, led by John Blackledge, called Peloton’s results solid but noted the downbeat outlook for earnings. That said, they remain firm in their bullish view on the stock.</p><p><blockquote>以约翰-布莱克利奇（John Blackledge）为首的 Cowen 分析师称 Peloton 的业绩稳健，但也指出盈利前景悲观。尽管如此，他们仍然坚定地看好该股。</blockquote></p><p> “Peloton is the clear leader in the emerging connected fitness segment and is poised to expand its addressable market as awareness rises amid its expansion into new hardware &amp; content verticals and international markets,” they wrote Friday.</p><p><blockquote>“他们周五写道：”Peloton 是新兴互联健身领域的明显领导者，随着其向新的硬件和内容垂直领域以及国际市场的扩张，人们的知名度不断提高，Peloton 准备扩大其潜在市场。</blockquote></p><p> Cowen sees demand for convenient fitness options, as well as favorable health and wellness trends, driving multiyear tailwinds.</p><p><blockquote>考恩认为，对方便的健身选择的需求，以及有利的健康和保健趋势，推动了多年的顺风。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/peloton-stock-is-in-free-fall-heres-where-analysts-say-the-shares-are-going-51636112051?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc."},"source_url":"https://www.barrons.com/articles/peloton-stock-is-in-free-fall-heres-where-analysts-say-the-shares-are-going-51636112051?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176744367","content_text":"Peloton stock was plunging Friday after its third-quarter earnings disappointed and the company cut its full-year fiscal outlook.\nAnalysts have started weighing in with downgrades and price target cuts.\nPeloton slipped 4.3% Thursday and the stock collapsed 32% in U.S. premarket trading Friday to $59—heading for its lowest levels since July 2020. It’s the latest “pandemic play” stock to come under pressure.\nInvestment banks Stifel, Truist Securities, and Cowen, as well as investment advisory firm Evercore ISI and research firm MKM Partners, all lowered their price targets for Peloton stock on the back of the company’s earnings.\nPeloton reported a net loss of $376 million or $1.25 per share in its latest quarter, delivering a worse performance than the $1.10 per share loss expected by Wall Street. The company, which makes exercise equipment paired with monthly subscriptions, also cut its outlook for revenue this fiscal year—which ends June 2022—to a range of $4.4 billion to $4.8 billion, down from prior guidance of $5.4 billion.\nTruist Securities downgraded Peloton from Buy to Hold and cut its price target on the stock from $130 to $68.\nThe Truist team, led by Youssef Squali, said its downgrade was primarily driven by softer-than-expected demand for bikes and treadmills this fiscal year, despite lower prices, as a result of consumers’ increased mobility.\nHigher losses as a result of a pinch on margins and a lack of near-term catalysts for investors in the short term added to their view. Beyond June 2022, however, they see favorable trends around home fitness remaining intact, and see Peloton having potential for material growth and margin leverage.\nMKM Partners also downgraded Peloton Friday, from Buy to Neutral, similarly slashing its price target on the shares from $130 to $70.\nManaging director Rohit Kulkarni said they were wrong about how the re-opening and competitive headwinds would impact Peloton’s performance. The research group believes consumer preferences have changed rapidly, and that the company “has as yet seen the entirety of the potential near-term headwind.”\n“Peloton is going to be in cash-burn mode now.”\nAnother downgrade came from Stifel, which changed its rating on Peloton from Buy to Hold and lowered its price target from $120 to $70.\nAnalysts led by Scott W. Devitt said that prior guidance had given them confidence that Peloton could grow through the reopening period, with a new product launch and expansion into international markets as potential catalysts. That’s changed.\n“We expect it will take several quarters to determine a more normalized pace of growth, or more skeptically, whether or not the revised outlook is an indication that the core product may be closer to maturity in existing markets than previously thought,” the analysts said. “We see limited near-term upside as Peloton works through this digestion period.”\nMeanwhile, Evercore ISI maintained its In Line rating of Peloton and also slashed its price target, from $108 to $72.\n“Essentially, the company mis-forecasted the magnitude of the impact from reopening economies (and the resulting reduction in consumer demand), ongoing supply chain constraints, cost inflation, and logistics challenges when they initially provided FY’22 guidance last quarter,” the team at Evercore, led by Shweta Khajuria, said Thursday. “We remain on the sidelines.”\nFor its part, Cowen kept its Outperform rating on Peloton but lowered its price target from $130 to $100.\nThe analysts at Cowen, led by John Blackledge, called Peloton’s results solid but noted the downbeat outlook for earnings. That said, they remain firm in their bullish view on the stock.\n“Peloton is the clear leader in the emerging connected fitness segment and is poised to expand its addressable market as awareness rises amid its expansion into new hardware & content verticals and international markets,” they wrote Friday.\nCowen sees demand for convenient fitness options, as well as favorable health and wellness trends, driving multiyear tailwinds.","news_type":1,"symbols_score_info":{"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":3035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849470972,"gmtCreate":1635775392254,"gmtModify":1635775392429,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Undervalued","listText":"Undervalued","text":"Undervalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849470972","repostId":"2178840727","repostType":2,"repost":{"id":"2178840727","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1635280556,"share":"https://www.laohu8.com/m/news/2178840727?lang=zh_CN&edition=full","pubTime":"2021-10-27 04:35","market":"us","language":"en","title":"Palantir Technologies To Report Q3 Earnings On Tuesday, Nov. 9, 2021 Before Market Open<blockquote>Palantir Technologies 将于 2021 年 11 月 9 日星期二开市前公布第三季度收益</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2178840727","media":"Benzinga","summary":"Palantir Technologies Inc. (NYSE:PLTR) announced today that results for its third quarter ended September 30, 2021 will be released on Tuesday, November 9, 2021, prior to the open of U.S. markets. Palantir will host a","content":"<p><html><body><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) announced today that results for its third quarter ended September 30, 2021 will be released on Tuesday, November 9, 2021, prior to the open of U.S. markets. Palantir will host a conference call to discuss its results at 6:00 AM MT / 8:00 AM ET.</p><p><blockquote><html><body><a href=\"https://laohu8.com/S/PLTR\">帕兰蒂尔技术公司。</a>（纽约证券交易所股票代码：PLTR）今天宣布，截至2021年9月30日的第三季度业绩将于2021年11月9日星期二美国市场开盘前发布。Palantir 将于美国东部时间上午 6:00 / 美国东部时间上午 8:00 召开电话会议讨论其结果。</body></html></blockquote></p><p> A live webcast and replay will be available at investors.palantir.com, and participants can pre-register here. In addition, shareholders can submit and upvote questions by visiting https://app.saytechnologies.com/palantir-2021-q3/. The Q&amp;A platform will remain open until 24 hours prior to the earnings call.</p><p><blockquote>investors.palantir.com 将提供网络直播和重播，参与者可以在此处预注册。此外，股东可以通过访问https://app.saytechnologies.com/palantir-2021-q3/.提交问题并投票支持。问答平台将保持开放，直到财报看涨期权前24小时。</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>Palantir Technologies To Report Q3 Earnings On Tuesday, Nov. 9, 2021 Before Market Open<blockquote>Palantir Technologies 将于 2021 年 11 月 9 日星期二开市前公布第三季度收益</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\">\nPalantir Technologies To Report Q3 Earnings On Tuesday, Nov. 9, 2021 Before Market Open<blockquote>Palantir Technologies 将于 2021 年 11 月 9 日星期二开市前公布第三季度收益</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-10-27 04:35</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) announced today that results for its third quarter ended September 30, 2021 will be released on Tuesday, November 9, 2021, prior to the open of U.S. markets. Palantir will host a conference call to discuss its results at 6:00 AM MT / 8:00 AM ET.</p><p><blockquote><html><body><a href=\"https://laohu8.com/S/PLTR\">帕兰蒂尔技术公司。</a>（纽约证券交易所股票代码：PLTR）今天宣布，截至2021年9月30日的第三季度业绩将于2021年11月9日星期二美国市场开盘前发布。Palantir 将于美国东部时间上午 6:00 / 美国东部时间上午 8:00 召开电话会议讨论其结果。</body></html></blockquote></p><p> A live webcast and replay will be available at investors.palantir.com, and participants can pre-register here. In addition, shareholders can submit and upvote questions by visiting https://app.saytechnologies.com/palantir-2021-q3/. The Q&amp;A platform will remain open until 24 hours prior to the earnings call.</p><p><blockquote>investors.palantir.com 将提供网络直播和重播，参与者可以在此处预注册。此外，股东可以通过访问https://app.saytechnologies.com/palantir-2021-q3/.提交问题并投票支持。问答平台将保持开放，直到财报看涨期权前24小时。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.benzinga.com/news/earnings/21/10/23571856/palantir-technologies-to-report-q3-earnings-on-tuesday-nov-9-2021-before-market-open","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178840727","content_text":"Palantir Technologies Inc. (NYSE:PLTR) announced today that results for its third quarter ended September 30, 2021 will be released on Tuesday, November 9, 2021, prior to the open of U.S. markets. Palantir will host a conference call to discuss its results at 6:00 AM MT / 8:00 AM ET.\nA live webcast and replay will be available at investors.palantir.com, and participants can pre-register here. In addition, shareholders can submit and upvote questions by visiting https://app.saytechnologies.com/palantir-2021-q3/. The Q&A platform will remain open until 24 hours prior to the earnings call.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855104581,"gmtCreate":1635341900183,"gmtModify":1635341929938,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"undervalued","listText":"undervalued","text":"undervalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855104581","repostId":"1198499210","repostType":2,"isVote":1,"tweetType":1,"viewCount":3182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856602339,"gmtCreate":1635171545338,"gmtModify":1635171604874,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Undervalued","listText":"Undervalued","text":"Undervalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856602339","repostId":"1177255738","repostType":2,"repost":{"id":"1177255738","kind":"news","pubTimestamp":1634953820,"share":"https://www.laohu8.com/m/news/1177255738?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:50","market":"us","language":"en","title":"Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测：美国陆军选择后的展望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177255738","media":"Seeking Alpha","summary":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>  <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>  <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir的美国陆军合同对该公司来说是一个巨大的新闻，因为合同规模很大。大局也很重要——PLTR极具竞争力且值得信赖。</li><li>PLTR是仅有的四家获得国防部认证的IL-5公司之一，并且正在转向IL-6，这应该会进一步增加其护城河。</li><li>该公司的利润似乎很昂贵，但当我们考虑PLTR的增长前景时，股票可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特·奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies(PLTR)仍然是一家非常令人兴奋、快速增长的科技公司，其估值仍然很高。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，并且Palantir Technologies在政府机构中根深蒂固，这应该使该公司能够实现多年的强劲增长。Palantir Technologies并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中看到可观的收益。</blockquote></p><p> <b>Palantir &amp; US Army Contract</b></p><p><blockquote><b>Palantir与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p><p><blockquote>10月初，Palantir Technologies宣布被美国陆军选中签订一份价值8.23亿美元的合同，该公司将为<i>能力下降2</i>（CD-2）程序。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前年收入约为15亿美元的公司来说，一份8亿多美元的合同当然是巨大的，但应该指出的是，这份合同不会让Palantir在短时间内获得所有这些收入。最重要的是，不一定所有收入都会流向Palantir Technologies，因为其他供应商（例如硬件供应商）也可能会从合同中获得一些份额。一位更为悲观的分析师指出，政府已要求在2022财年为该合同提供约1亿美元，这表明Palantir需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论者认为Palantir的产品/服务非常商品化。如果是这样的话，该合同可能会交给另一家以较低价格销售其服务和产品的公司——请记住，Palantir要求全公司毛利率超过70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单个合同也表明，官员们认为Palantir有能力交付大规模合同，尽管从收入和雇主数量来看，Palantir Technologies目前并不是一家非常大的公司。官员们似乎相信Palantir能够很好地执行这些合同，这反过来表明Palantir未来应该有很大的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies是仅有的四家获得国防部SaaS 5级(IL-5)批准的公司之一，这一事实也表明了Palantir在国防领域相对于可能的竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就为Palantir提供了相对于未获准提供如此关键服务的竞争对手的主要优势。一旦Palantir获得IL-6批准（届时该公司还可以处理国防部机密信息），Palantir相对于竞争对手的护城河应该会进一步扩大。Palantir管理层认为，这将在可预见的未来发生，Palantir很可能成为第一家获得IL-6整体批准的公司。未来几年，国防市场可能是Palantir Technologies的巨大市场机遇：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（完整报告第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能研发投资将增长至接近800亿美元。Palantir Technologies将无法解决所有市场，因为这确实包括硬件、实施等。，但即使是几个百分点的市场份额也会变成每年超过10亿美元的业务。考虑到国防只是Palantir Technologies能够解决的众多市场之一，这似乎非常令人鼓舞——特别是当我们考虑到Palantir今年在该公司活跃的所有市场的收入约为15亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p><p><blockquote>得益于与军事客户的其他合同，Palantir Technologies证明了美国陆军合同并非例外。相反，Palantir似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这远不能保证，但我确实相信Palantir在未来许多年都具有巨大的增长潜力。它的解决方案可能会在商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才——这就是股票薪酬如此之高的原因，因为人才价格昂贵——Palantir应该能够在整个2020年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为2024年的收入将达到40亿美元左右，这与分析师的预期非常一致。在作为上市公司的四个季度中，Palantir在这两条线上四次超出了分析师的预期，因此该公司正在建立一个非常明确的超出预期的业绩记录。当然，不能保证这种情况在未来也会发生，但我确实相信Palantir很有可能在2024年产生超过40亿美元的收入。我们仍然采用40亿美元的估计，并假设未来三年收入增长30%，2028年至2030年间增长25%。如果这种情况发生，那么Palantir到2030年的收入将达到170亿美元，预计九年内将增长约11倍。一家年销售额170亿美元、收入增长25%的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软(MSFT)、Salesforce.com(CRM)和Adobe(ADBE)等主要软件公司目前的增长率为15%-25%，目前的交易价格是今年销售额的11至19倍。考虑到在我们的场景中，Palantir的增长速度确实比这三家公司快一点，我相信15倍的销售倍数似乎一点也不离谱。根据170亿美元的估计销售额，九年后我们的市值将达到2550亿美元，大约是当今480亿美元市值的5.3倍。然而，这并不意味着PLTR的股价将上涨430%，因为我们还必须考虑该公司的股票数量，该数量一直在上升，并且可能会继续上升。很难预测九年后股票数量的确切情况，因为我们不知道未来股权薪酬的轨迹，而且PLTR未来可能会开始回购股票。如果我们假设股票数量每年增加1亿股（根据YCharts的数据，去年股票数量增加了8000万股），那么2030年股票数量将达到约29亿股。根据2550亿美元的预期市值，我们的股价约为90美元，大约是今天的3.5倍。换句话说，如果这种情况成真，投资者将获得250%左右的9年回报率，即每年约15%。例如，这并不像过去九年持有AMZN(AMZN)时获得的回报那么出色，但我相信15%左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，人们可以认为这种情况是不现实的，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个可靠的基本情况<i>可能</i>考虑到Palantir Technologies在许多不同行业的巨大潜力，请保持保守。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR股票：现在是买入或卖出的好时机吗？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要报道的股票和我主要投资的股票相比，Palantir是一只非常不同的股票。按照目前的价格，PLTR乍一看似乎相当昂贵，其预期市盈率约为150倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦PLTR获得IL-6国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir不是一只低风险股票，因为该公司与其他高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久的证实，我们也不知道股权激励费用的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信Palantir是一家高增长公司，从长远来看可以带来两位数的总回报，并且由于巨大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果PLTR到本世纪末至少增长三倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入来源吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收益投资组合的主要目标是产生7%-10%范围内的总体收益率。我们通过结合几种不同的收入流来形成有吸引力、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测：美国陆军选择后的展望</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\">\nPalantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测：美国陆军选择后的展望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-23 09:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>  <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>  <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir的美国陆军合同对该公司来说是一个巨大的新闻，因为合同规模很大。大局也很重要——PLTR极具竞争力且值得信赖。</li><li>PLTR是仅有的四家获得国防部认证的IL-5公司之一，并且正在转向IL-6，这应该会进一步增加其护城河。</li><li>该公司的利润似乎很昂贵，但当我们考虑PLTR的增长前景时，股票可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特·奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies(PLTR)仍然是一家非常令人兴奋、快速增长的科技公司，其估值仍然很高。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，并且Palantir Technologies在政府机构中根深蒂固，这应该使该公司能够实现多年的强劲增长。Palantir Technologies并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中看到可观的收益。</blockquote></p><p> <b>Palantir &amp; US Army Contract</b></p><p><blockquote><b>Palantir与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p><p><blockquote>10月初，Palantir Technologies宣布被美国陆军选中签订一份价值8.23亿美元的合同，该公司将为<i>能力下降2</i>（CD-2）程序。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前年收入约为15亿美元的公司来说，一份8亿多美元的合同当然是巨大的，但应该指出的是，这份合同不会让Palantir在短时间内获得所有这些收入。最重要的是，不一定所有收入都会流向Palantir Technologies，因为其他供应商（例如硬件供应商）也可能会从合同中获得一些份额。一位更为悲观的分析师指出，政府已要求在2022财年为该合同提供约1亿美元，这表明Palantir需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论者认为Palantir的产品/服务非常商品化。如果是这样的话，该合同可能会交给另一家以较低价格销售其服务和产品的公司——请记住，Palantir要求全公司毛利率超过70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单个合同也表明，官员们认为Palantir有能力交付大规模合同，尽管从收入和雇主数量来看，Palantir Technologies目前并不是一家非常大的公司。官员们似乎相信Palantir能够很好地执行这些合同，这反过来表明Palantir未来应该有很大的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies是仅有的四家获得国防部SaaS 5级(IL-5)批准的公司之一，这一事实也表明了Palantir在国防领域相对于可能的竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就为Palantir提供了相对于未获准提供如此关键服务的竞争对手的主要优势。一旦Palantir获得IL-6批准（届时该公司还可以处理国防部机密信息），Palantir相对于竞争对手的护城河应该会进一步扩大。Palantir管理层认为，这将在可预见的未来发生，Palantir很可能成为第一家获得IL-6整体批准的公司。未来几年，国防市场可能是Palantir Technologies的巨大市场机遇：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（完整报告第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能研发投资将增长至接近800亿美元。Palantir Technologies将无法解决所有市场，因为这确实包括硬件、实施等。，但即使是几个百分点的市场份额也会变成每年超过10亿美元的业务。考虑到国防只是Palantir Technologies能够解决的众多市场之一，这似乎非常令人鼓舞——特别是当我们考虑到Palantir今年在该公司活跃的所有市场的收入约为15亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p><p><blockquote>得益于与军事客户的其他合同，Palantir Technologies证明了美国陆军合同并非例外。相反，Palantir似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这远不能保证，但我确实相信Palantir在未来许多年都具有巨大的增长潜力。它的解决方案可能会在商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才——这就是股票薪酬如此之高的原因，因为人才价格昂贵——Palantir应该能够在整个2020年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为2024年的收入将达到40亿美元左右，这与分析师的预期非常一致。在作为上市公司的四个季度中，Palantir在这两条线上四次超出了分析师的预期，因此该公司正在建立一个非常明确的超出预期的业绩记录。当然，不能保证这种情况在未来也会发生，但我确实相信Palantir很有可能在2024年产生超过40亿美元的收入。我们仍然采用40亿美元的估计，并假设未来三年收入增长30%，2028年至2030年间增长25%。如果这种情况发生，那么Palantir到2030年的收入将达到170亿美元，预计九年内将增长约11倍。一家年销售额170亿美元、收入增长25%的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软(MSFT)、Salesforce.com(CRM)和Adobe(ADBE)等主要软件公司目前的增长率为15%-25%，目前的交易价格是今年销售额的11至19倍。考虑到在我们的场景中，Palantir的增长速度确实比这三家公司快一点，我相信15倍的销售倍数似乎一点也不离谱。根据170亿美元的估计销售额，九年后我们的市值将达到2550亿美元，大约是当今480亿美元市值的5.3倍。然而，这并不意味着PLTR的股价将上涨430%，因为我们还必须考虑该公司的股票数量，该数量一直在上升，并且可能会继续上升。很难预测九年后股票数量的确切情况，因为我们不知道未来股权薪酬的轨迹，而且PLTR未来可能会开始回购股票。如果我们假设股票数量每年增加1亿股（根据YCharts的数据，去年股票数量增加了8000万股），那么2030年股票数量将达到约29亿股。根据2550亿美元的预期市值，我们的股价约为90美元，大约是今天的3.5倍。换句话说，如果这种情况成真，投资者将获得250%左右的9年回报率，即每年约15%。例如，这并不像过去九年持有AMZN(AMZN)时获得的回报那么出色，但我相信15%左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，人们可以认为这种情况是不现实的，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个可靠的基本情况<i>可能</i>考虑到Palantir Technologies在许多不同行业的巨大潜力，请保持保守。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR股票：现在是买入或卖出的好时机吗？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要报道的股票和我主要投资的股票相比，Palantir是一只非常不同的股票。按照目前的价格，PLTR乍一看似乎相当昂贵，其预期市盈率约为150倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦PLTR获得IL-6国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir不是一只低风险股票，因为该公司与其他高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久的证实，我们也不知道股权激励费用的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信Palantir是一家高增长公司，从长远来看可以带来两位数的总回报，并且由于巨大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果PLTR到本世纪末至少增长三倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入来源吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收益投资组合的主要目标是产生7%-10%范围内的总体收益率。我们通过结合几种不同的收入流来形成有吸引力、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177255738","content_text":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.\nThe company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.\n\nScott Olson/Getty Images News\nArticle Thesis\nPalantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.\nPalantir & US Army Contract\nIn early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nFor a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.\nStill, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.\nThe contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.\nPalantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:\nSource: Palantir\nThis alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:\nSource: nscai.gov (page 67 of full report)\nThe National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.\nPalantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.\nPLTR Stock Forecast\nPalantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.\nManagement believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?\nData by YCharts\nMajor software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.\nOne can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario thatmightbe on the conservative side, considering Palantir Technologies' large potential across many different industries.\nPLTR Stock: Is Now A Good Time To Buy Or Sell?\nPalantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.\nPalantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.\nNevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.\nIs This an Income Stream Which Induces Fear?\n\nThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828931688,"gmtCreate":1633831278510,"gmtModify":1633831278706,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Short Morgan Stanley instead","listText":"Short Morgan Stanley instead","text":"Short Morgan Stanley instead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/828931688","repostId":"1190298937","repostType":4,"repost":{"id":"1190298937","kind":"news","pubTimestamp":1633787347,"share":"https://www.laohu8.com/m/news/1190298937?lang=zh_CN&edition=full","pubTime":"2021-10-09 21:49","market":"us","language":"en","title":"Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190298937","media":"finance.yahoo","summary":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief i","content":"<p>Slowing growth and tightening financial conditions.</p><p><blockquote>增长放缓和金融状况收紧。</blockquote></p><p> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.</p><p><blockquote>这让摩根士丹利首席投资官迈克·威尔逊感到紧张。</blockquote></p><p> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"</p><p><blockquote>“简而言之，更高的实际利率应该意味着更低的股价，”威尔逊上周在给客户的一份报告中写道。“其次，它们也可能意味着价值超过增长，即使整体股市走低。”</blockquote></p><p> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.</p><p><blockquote>Wilson在最近的一次采访中还表示，由于盈利预期过高，该公司10%-20%调整的看涨期权将由科技股引领。</blockquote></p><p> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.</p><p><blockquote>在此背景下，威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性板块。</blockquote></p><p> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.</p><p><blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote></p><p> 1. Financials: Bank of America (BAC)</p><p><blockquote>1.金融：美国银行（BAC）</blockquote></p><p> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.</p><p><blockquote>在过去十年中，美国银行精简和完善了其业务实践和运营，从美国评级最低的银行之一跃升为资产第二大银行（总资产约2.3万亿美元）。摩根大通拥有3万亿美元的资产，是最大的。</blockquote></p><p> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p><p><blockquote>随着经济继续从疫情中复苏，通胀继续飙升，利率可能会上升，这使该银行处于继续取得成功的有利位置。银行通过更大的“利差”（他们支付给客户的利息与他们通过投资赚取的利息之间的差额）从更高的利率中受益。</blockquote></p><p> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.</p><p><blockquote>尽管上个季度没有完全达到盈利水平，但美国银行还是向股东提高了股息，将其收益率从每股18美分提高到21美分，增加了17%。目前，该股的股息率为1.9%。</blockquote></p><p> 2. Consumer Staples: PepsiCo (PEP)</p><p><blockquote>2.必需消费品：百事可乐（PEP）</blockquote></p><p> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p><p><blockquote>百事可乐不仅仅是一个主要的可乐和苏打水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐旗下。</blockquote></p><p> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p><p><blockquote>但这家食品和饮料巨头还在全球拥有菲多利、桂格食品、纯果乐、SodaStream和数十个其他品牌。</blockquote></p><p> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p><p><blockquote>由于每个人都花这么多时间在家，疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7月份，该公司报告净销售额同比增长超过20%，达到192.2亿美元，远高于180亿美元的预期。</blockquote></p><p> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.</p><p><blockquote>该公司正在通过健康的股息将一些甜的（或咸的，取决于你的口味）美元传递给股东，这些年来股息一直在稳步增加。过去十年，百事可乐的股息复合增长率为7.7%，而其主要竞争对手可口可乐的股息复合增长率为6.1%。</blockquote></p><p> Pepsico shares offer a dividend yield of 2.8%.</p><p><blockquote>百事公司股票的股息率为2.8%。</blockquote></p><p> 3. Health care: Johnson &amp; Johnson (JNJ)</p><p><blockquote>3.医疗保健：强生（JNJ）</blockquote></p><p> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.</p><p><blockquote>强生公司的医疗器械、药品和消费品业务已成为家喻户晓的品牌。</blockquote></p><p> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.</p><p><blockquote>更重要的是，其众多子公司，包括Band-Aid、Tylenol、Neutrogena、Listerine和Clean&amp;Clear都可以独立成为成功的品牌。</blockquote></p><p> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p><p><blockquote>强生在医疗保健领域的多元化持股确保其能够度过任何经济衰退。JNJ旗下的Janssen Pharamceutica部门拥有一些行业领先的免疫学和癌症治疗药物，因此JNJ拥有大量的增长机会。</blockquote></p><p> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p><p><blockquote>该公司第二季度的业绩受到全年COVID-19注射收入125.9亿美元的提振，仅第二季度全球销售额就达到1.64亿美元。</blockquote></p><p> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p><p><blockquote>强生通过第三季度1.06美元的股息与股东分享了其成功，高于六个月前的1.01美元。</blockquote></p><p> The stock currently has a dividend yield of 2.7%.</p><p><blockquote>该股目前的股息率为2.7%。</blockquote></p><p></p>","source":"lsy1612507957220","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>Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</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\">\nMorgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-10-09 21:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Slowing growth and tightening financial conditions.</p><p><blockquote>增长放缓和金融状况收紧。</blockquote></p><p> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.</p><p><blockquote>这让摩根士丹利首席投资官迈克·威尔逊感到紧张。</blockquote></p><p> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"</p><p><blockquote>“简而言之，更高的实际利率应该意味着更低的股价，”威尔逊上周在给客户的一份报告中写道。“其次，它们也可能意味着价值超过增长，即使整体股市走低。”</blockquote></p><p> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.</p><p><blockquote>Wilson在最近的一次采访中还表示，由于盈利预期过高，该公司10%-20%调整的看涨期权将由科技股引领。</blockquote></p><p> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.</p><p><blockquote>在此背景下，威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性板块。</blockquote></p><p> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.</p><p><blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote></p><p> 1. Financials: Bank of America (BAC)</p><p><blockquote>1.金融：美国银行（BAC）</blockquote></p><p> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.</p><p><blockquote>在过去十年中，美国银行精简和完善了其业务实践和运营，从美国评级最低的银行之一跃升为资产第二大银行（总资产约2.3万亿美元）。摩根大通拥有3万亿美元的资产，是最大的。</blockquote></p><p> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p><p><blockquote>随着经济继续从疫情中复苏，通胀继续飙升，利率可能会上升，这使该银行处于继续取得成功的有利位置。银行通过更大的“利差”（他们支付给客户的利息与他们通过投资赚取的利息之间的差额）从更高的利率中受益。</blockquote></p><p> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.</p><p><blockquote>尽管上个季度没有完全达到盈利水平，但美国银行还是向股东提高了股息，将其收益率从每股18美分提高到21美分，增加了17%。目前，该股的股息率为1.9%。</blockquote></p><p> 2. Consumer Staples: PepsiCo (PEP)</p><p><blockquote>2.必需消费品：百事可乐（PEP）</blockquote></p><p> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p><p><blockquote>百事可乐不仅仅是一个主要的可乐和苏打水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐旗下。</blockquote></p><p> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p><p><blockquote>但这家食品和饮料巨头还在全球拥有菲多利、桂格食品、纯果乐、SodaStream和数十个其他品牌。</blockquote></p><p> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p><p><blockquote>由于每个人都花这么多时间在家，疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7月份，该公司报告净销售额同比增长超过20%，达到192.2亿美元，远高于180亿美元的预期。</blockquote></p><p> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.</p><p><blockquote>该公司正在通过健康的股息将一些甜的（或咸的，取决于你的口味）美元传递给股东，这些年来股息一直在稳步增加。过去十年，百事可乐的股息复合增长率为7.7%，而其主要竞争对手可口可乐的股息复合增长率为6.1%。</blockquote></p><p> Pepsico shares offer a dividend yield of 2.8%.</p><p><blockquote>百事公司股票的股息率为2.8%。</blockquote></p><p> 3. Health care: Johnson &amp; Johnson (JNJ)</p><p><blockquote>3.医疗保健：强生（JNJ）</blockquote></p><p> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.</p><p><blockquote>强生公司的医疗器械、药品和消费品业务已成为家喻户晓的品牌。</blockquote></p><p> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.</p><p><blockquote>更重要的是，其众多子公司，包括Band-Aid、Tylenol、Neutrogena、Listerine和Clean&amp;Clear都可以独立成为成功的品牌。</blockquote></p><p> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p><p><blockquote>强生在医疗保健领域的多元化持股确保其能够度过任何经济衰退。JNJ旗下的Janssen Pharamceutica部门拥有一些行业领先的免疫学和癌症治疗药物，因此JNJ拥有大量的增长机会。</blockquote></p><p> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p><p><blockquote>该公司第二季度的业绩受到全年COVID-19注射收入125.9亿美元的提振，仅第二季度全球销售额就达到1.64亿美元。</blockquote></p><p> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p><p><blockquote>强生通过第三季度1.06美元的股息与股东分享了其成功，高于六个月前的1.01美元。</blockquote></p><p> The stock currently has a dividend yield of 2.7%.</p><p><blockquote>该股目前的股息率为2.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html\">finance.yahoo</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":{"BAC":"美国银行","JNJ":"强生","PEP":"百事可乐"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190298937","content_text":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.\n“In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"\nWilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.\nWithin that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.\nLet's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.\n1. Financials: Bank of America (BAC)\nOver the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.\nAs the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.\nAnd despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.\n2. Consumer Staples: PepsiCo (PEP)\nPepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.\nBut this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.\nWith everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.\nAnd the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.\nPepsico shares offer a dividend yield of 2.8%.\n3. Health care: Johnson & Johnson (JNJ)\nBetween its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.\nAnd more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.\nJNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.\nThe company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.\nJNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.\nThe stock currently has a dividend yield of 2.7%.","news_type":1,"symbols_score_info":{"PEP":0.9,"BAC":0.9,"JNJ":0.9}},"isVote":1,"tweetType":1,"viewCount":3882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829230142,"gmtCreate":1633509971857,"gmtModify":1633509972370,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Undervalued","listText":"Undervalued","text":"Undervalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829230142","repostId":"1103051417","repostType":4,"isVote":1,"tweetType":1,"viewCount":3848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829682455,"gmtCreate":1633498931598,"gmtModify":1633501439375,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Lol rubbish mass media. Two days ago say buying the dip has failed","listText":"Lol rubbish mass media. Two days ago say buying the dip has failed","text":"Lol rubbish mass media. Two days ago say buying the dip has failed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829682455","repostId":"1103782575","repostType":4,"repost":{"id":"1103782575","kind":"news","pubTimestamp":1633486462,"share":"https://www.laohu8.com/m/news/1103782575?lang=zh_CN&edition=full","pubTime":"2021-10-06 10:14","market":"us","language":"en","title":"Don't worry (too much) about an October market crash<blockquote>不要（过于）担心十月市场崩盘</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103782575","media":"CNN Business","summary":"New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously cras","content":"<p><b>New York (CNN Business)&nbsp;-&nbsp;</b>October has often been a spooky month on Wall Street. Stocks famously crashed in October 1929, 1987 and, most recently, 2008.</p><p><blockquote><b>纽约（CNN商业）——</b>十月在华尔街通常是一个阴森的月份。股市在1929年10月、1987年以及最近的2008年暴跌。</blockquote></p><p> But&nbsp;the marketisn't always a terrifying place to be just before Halloween. In fact,stocks typically go up&nbsp;in October.</p><p><blockquote>但万圣节前夕，市场并不总是一个可怕的地方。事实上，股市通常会在十月份上涨。</blockquote></p><p> According to data from Ryan Detrick, chief market strategist at LPL Financial, October is just about in the middle of the pack: It has been the 7th best month for the S&amp;P 500 since 1950 and the 4th best over the past 10 and 20 years.</p><p><blockquote>根据LPL Financial首席市场策略师Ryan Detrick的数据，10月份几乎处于中间位置：它是标普500自1950年以来第7个最佳月份，也是过去10年和20年中第4个最佳月份。</blockquote></p><p> \"October is known for some spectacular crashes and many expect bad things to happen again this year,\" Detrick said in a report last week. \"But the truth is this month is simply misunderstood, as historically it is about an average month.\"</p><p><blockquote>德特里克在上周的一份报告中表示：“十月份因一些壮观的车祸而闻名，许多人预计今年会再次发生糟糕的事情。”“但事实是这个月只是被误解了，因为从历史上看，它大约是一个普通的月份。”</blockquote></p><p> And it could be better than average this October, because there are no potentially game-changing election results coming in November.</p><p><blockquote>今年10月的情况可能会好于平均水平，因为11月没有可能改变游戏规则的选举结果。</blockquote></p><p> Since 1999, the S&amp;P 500 has gained 3.6% in odd-year Octobers and fallen 1.1% in even-numbered ones, corresponding to the US election schedule.</p><p><blockquote>自1999年以来，标普500在奇数年10月上涨3.6%，在偶数年10月下跌1.1%，与美国大选时间表相对应。</blockquote></p><p> \"It turns out stocks don't like politics much,\" Detrick said.</p><p><blockquote>“事实证明，股票不太喜欢政治，”德特里克说。</blockquote></p><p> <b>Many risks remain but outlook still promising for stocks</b></p><p><blockquote><b>许多风险依然存在，但股市前景仍然乐观</b></blockquote></p><p> Of course DC headlines could still roil the market this year, albeit not because of an election.</p><p><blockquote>当然，今年DC的头条新闻仍可能扰乱市场，尽管不是因为选举。</blockquote></p><p> The debt ceiling debate has yet to be resolved, and Congress still hasn't passed President Joe Biden's infrastructure and social spending plans. Meanwhile Biden also must soon decide whether he wants to nominate Jerome Powell for a second term as Fed chairman or pick someone else.</p><p><blockquote>债务上限争论尚未解决，国会仍未通过总统乔·拜登的基础设施和社会支出计划。与此同时，拜登还必须很快决定是提名杰罗姆·鲍威尔连任美联储主席，还是选择其他人。</blockquote></p><p> \"The fourth quarter — like the conclusion of sporting events or Broadway plays — is where the drama lies,\" Louis Navellier, chairman of Navellier &amp; Associates, said in a report last week.</p><p><blockquote>Navellier&amp;Associates董事长路易斯·纳维利尔(Louis Navellier)在上周的一份报告中表示：“第四季度——就像体育赛事或百老汇戏剧的结局一样——是戏剧所在。”</blockquote></p><p> That said, Navellier is hopeful the usual seasonal tailwinds for the markets and the broader economy will lift stocks this year.</p><p><blockquote>尽管如此，纳维利尔希望市场和整体经济通常的季节性顺风能够提振今年的股市。</blockquote></p><p> Stocks tend to enjoy not just solid gains in October, but also for the remainder of the fourth quarter. Consumer spending surges during the holiday shopping season and businesses often look to boost investments before annual budgets run out.</p><p><blockquote>股市往往不仅在10月份强劲上涨，而且在第四季度剩余时间也是如此。消费者支出在假日购物季激增，企业通常希望在年度预算用完之前增加投资。</blockquote></p><p> With that in mind, some strategists think that investors will continue to focus on the positive when looking ahead to earnings for Q4 and 2022.</p><p><blockquote>考虑到这一点，一些策略师认为，在展望第四季度和2022年的收益时，投资者将继续关注积极的一面。</blockquote></p><p> Yes, worries remain about Covid-19, Fed policy, inflation, global shipping delays and numerous other economic warning signs.</p><p><blockquote>是的，对新冠肺炎、美联储政策、通货膨胀、全球航运延误和许多其他经济警告信号的担忧仍然存在。</blockquote></p><p> But although this could create more volatility than usual in October and the rest of the fourth quarter, few expect that these challenges will lead to another recession. So the path of least resistance for stocks is still upward.</p><p><blockquote>不过，尽管这可能会在10月份和第四季度剩余时间造成比往常更大的波动，但很少有人预计这些挑战会导致另一场衰退。所以股票阻力最小的路径仍然是向上。</blockquote></p><p> \"Virtually all of these problems are showing tangible signs toward resolution,\" Robert Teeter, managing director at Silvercrest Asset Management, said in a report Monday, \"and should not inflict any long-term damage to stock valuations.\"</p><p><blockquote>Silvercrest Asset Management董事总经理罗伯特·蒂特(Robert Teeter)在周一的一份报告中表示：“几乎所有这些问题都显示出解决的切实迹象，并且不会对股票估值造成任何长期损害。”</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>Don't worry (too much) about an October market crash<blockquote>不要（过于）担心十月市场崩盘</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\">\nDon't worry (too much) about an October market crash<blockquote>不要（过于）担心十月市场崩盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-10-06 10:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>New York (CNN Business)&nbsp;-&nbsp;</b>October has often been a spooky month on Wall Street. Stocks famously crashed in October 1929, 1987 and, most recently, 2008.</p><p><blockquote><b>纽约（CNN商业）——</b>十月在华尔街通常是一个阴森的月份。股市在1929年10月、1987年以及最近的2008年暴跌。</blockquote></p><p> But&nbsp;the marketisn't always a terrifying place to be just before Halloween. In fact,stocks typically go up&nbsp;in October.</p><p><blockquote>但万圣节前夕，市场并不总是一个可怕的地方。事实上，股市通常会在十月份上涨。</blockquote></p><p> According to data from Ryan Detrick, chief market strategist at LPL Financial, October is just about in the middle of the pack: It has been the 7th best month for the S&amp;P 500 since 1950 and the 4th best over the past 10 and 20 years.</p><p><blockquote>根据LPL Financial首席市场策略师Ryan Detrick的数据，10月份几乎处于中间位置：它是标普500自1950年以来第7个最佳月份，也是过去10年和20年中第4个最佳月份。</blockquote></p><p> \"October is known for some spectacular crashes and many expect bad things to happen again this year,\" Detrick said in a report last week. \"But the truth is this month is simply misunderstood, as historically it is about an average month.\"</p><p><blockquote>德特里克在上周的一份报告中表示：“十月份因一些壮观的车祸而闻名，许多人预计今年会再次发生糟糕的事情。”“但事实是这个月只是被误解了，因为从历史上看，它大约是一个普通的月份。”</blockquote></p><p> And it could be better than average this October, because there are no potentially game-changing election results coming in November.</p><p><blockquote>今年10月的情况可能会好于平均水平，因为11月没有可能改变游戏规则的选举结果。</blockquote></p><p> Since 1999, the S&amp;P 500 has gained 3.6% in odd-year Octobers and fallen 1.1% in even-numbered ones, corresponding to the US election schedule.</p><p><blockquote>自1999年以来，标普500在奇数年10月上涨3.6%，在偶数年10月下跌1.1%，与美国大选时间表相对应。</blockquote></p><p> \"It turns out stocks don't like politics much,\" Detrick said.</p><p><blockquote>“事实证明，股票不太喜欢政治，”德特里克说。</blockquote></p><p> <b>Many risks remain but outlook still promising for stocks</b></p><p><blockquote><b>许多风险依然存在，但股市前景仍然乐观</b></blockquote></p><p> Of course DC headlines could still roil the market this year, albeit not because of an election.</p><p><blockquote>当然，今年DC的头条新闻仍可能扰乱市场，尽管不是因为选举。</blockquote></p><p> The debt ceiling debate has yet to be resolved, and Congress still hasn't passed President Joe Biden's infrastructure and social spending plans. Meanwhile Biden also must soon decide whether he wants to nominate Jerome Powell for a second term as Fed chairman or pick someone else.</p><p><blockquote>债务上限争论尚未解决，国会仍未通过总统乔·拜登的基础设施和社会支出计划。与此同时，拜登还必须很快决定是提名杰罗姆·鲍威尔连任美联储主席，还是选择其他人。</blockquote></p><p> \"The fourth quarter — like the conclusion of sporting events or Broadway plays — is where the drama lies,\" Louis Navellier, chairman of Navellier &amp; Associates, said in a report last week.</p><p><blockquote>Navellier&amp;Associates董事长路易斯·纳维利尔(Louis Navellier)在上周的一份报告中表示：“第四季度——就像体育赛事或百老汇戏剧的结局一样——是戏剧所在。”</blockquote></p><p> That said, Navellier is hopeful the usual seasonal tailwinds for the markets and the broader economy will lift stocks this year.</p><p><blockquote>尽管如此，纳维利尔希望市场和整体经济通常的季节性顺风能够提振今年的股市。</blockquote></p><p> Stocks tend to enjoy not just solid gains in October, but also for the remainder of the fourth quarter. Consumer spending surges during the holiday shopping season and businesses often look to boost investments before annual budgets run out.</p><p><blockquote>股市往往不仅在10月份强劲上涨，而且在第四季度剩余时间也是如此。消费者支出在假日购物季激增，企业通常希望在年度预算用完之前增加投资。</blockquote></p><p> With that in mind, some strategists think that investors will continue to focus on the positive when looking ahead to earnings for Q4 and 2022.</p><p><blockquote>考虑到这一点，一些策略师认为，在展望第四季度和2022年的收益时，投资者将继续关注积极的一面。</blockquote></p><p> Yes, worries remain about Covid-19, Fed policy, inflation, global shipping delays and numerous other economic warning signs.</p><p><blockquote>是的，对新冠肺炎、美联储政策、通货膨胀、全球航运延误和许多其他经济警告信号的担忧仍然存在。</blockquote></p><p> But although this could create more volatility than usual in October and the rest of the fourth quarter, few expect that these challenges will lead to another recession. So the path of least resistance for stocks is still upward.</p><p><blockquote>不过，尽管这可能会在10月份和第四季度剩余时间造成比往常更大的波动，但很少有人预计这些挑战会导致另一场衰退。所以股票阻力最小的路径仍然是向上。</blockquote></p><p> \"Virtually all of these problems are showing tangible signs toward resolution,\" Robert Teeter, managing director at Silvercrest Asset Management, said in a report Monday, \"and should not inflict any long-term damage to stock valuations.\"</p><p><blockquote>Silvercrest Asset Management董事总经理罗伯特·蒂特(Robert Teeter)在周一的一份报告中表示：“几乎所有这些问题都显示出解决的切实迹象，并且不会对股票估值造成任何长期损害。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html\">CNN Business</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103782575","content_text":"New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously crashed in October 1929, 1987 and, most recently, 2008.\nBut the marketisn't always a terrifying place to be just before Halloween. In fact,stocks typically go up in October.\nAccording to data from Ryan Detrick, chief market strategist at LPL Financial, October is just about in the middle of the pack: It has been the 7th best month for the S&P 500 since 1950 and the 4th best over the past 10 and 20 years.\n\"October is known for some spectacular crashes and many expect bad things to happen again this year,\" Detrick said in a report last week. \"But the truth is this month is simply misunderstood, as historically it is about an average month.\"\nAnd it could be better than average this October, because there are no potentially game-changing election results coming in November.\nSince 1999, the S&P 500 has gained 3.6% in odd-year Octobers and fallen 1.1% in even-numbered ones, corresponding to the US election schedule.\n\"It turns out stocks don't like politics much,\" Detrick said.\nMany risks remain but outlook still promising for stocks\nOf course DC headlines could still roil the market this year, albeit not because of an election.\nThe debt ceiling debate has yet to be resolved, and Congress still hasn't passed President Joe Biden's infrastructure and social spending plans. Meanwhile Biden also must soon decide whether he wants to nominate Jerome Powell for a second term as Fed chairman or pick someone else.\n\"The fourth quarter — like the conclusion of sporting events or Broadway plays — is where the drama lies,\" Louis Navellier, chairman of Navellier & Associates, said in a report last week.\nThat said, Navellier is hopeful the usual seasonal tailwinds for the markets and the broader economy will lift stocks this year.\nStocks tend to enjoy not just solid gains in October, but also for the remainder of the fourth quarter. Consumer spending surges during the holiday shopping season and businesses often look to boost investments before annual budgets run out.\nWith that in mind, some strategists think that investors will continue to focus on the positive when looking ahead to earnings for Q4 and 2022.\nYes, worries remain about Covid-19, Fed policy, inflation, global shipping delays and numerous other economic warning signs.\nBut although this could create more volatility than usual in October and the rest of the fourth quarter, few expect that these challenges will lead to another recession. So the path of least resistance for stocks is still upward.\n\"Virtually all of these problems are showing tangible signs toward resolution,\" Robert Teeter, managing director at Silvercrest Asset Management, said in a report Monday, \"and should not inflict any long-term damage to stock valuations.\"","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880079484,"gmtCreate":1631004031248,"gmtModify":1631890911823,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Come on 120k","listText":"Come on 120k","text":"Come on 120k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880079484","repostId":"1170182199","repostType":4,"repost":{"id":"1170182199","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":1631002809,"share":"https://www.laohu8.com/m/news/1170182199?lang=zh_CN&edition=full","pubTime":"2021-09-07 16:20","market":"us","language":"en","title":"Some Blockchain stocks gained in premarket trading<blockquote>部分区块链股票在盘前交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170182199","media":"Tiger Newspress","summary":"(Sept 7) Some Blockchain stocks gained in premarket trading.\n\nEl Salvador has become the first sover","content":"<p>(Sept 7)&nbsp;Some&nbsp;Blockchain stocks gained in premarket trading.</p><p><blockquote>（9月7日）部分区块链股票在盘前交易中上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/069e91a058a35635a632888d1018dacd\" tg-width=\"278\" tg-height=\"444\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> El Salvador has become the first sovereign nation to stack sats (at least publicly so), with President Nayib Bukele a few hours agoannouncing the purchase of 200 bitcoins. One hour ago, Bukeleannounced the purchase of another200 coins (BTC-USD), bringing the total to 400.</p><p><blockquote>萨尔瓦多已经成为第一个堆叠sats的主权国家（至少是公开的）,␠总统纳伊布·布克尔几个小时前宣布购买200个比特币。一小时前，␠Bukele宣布再购买200枚硬币(BTC-美元),␠使总数达到400枚。</blockquote></p><p> The buys come ahead of Bitcoin officially becoming legal tender in El Salvador tomorrow.</p><p><blockquote>此次收购是在比特币明天正式成为萨尔瓦多法定货币之前进行的。</blockquote></p><p> The price of bitcoin (BTC-USD) added to weekend gains this evening, rising as high as $52.8K. It's currently changing hands at $52.5K.</p><p><blockquote>比特币(BTC-USD)的价格今晚在周末上涨的基础上，升至52.8万美元。它目前以52.5万美元的价格易手。</blockquote></p><p> It was three months ago (and with the price at $35K) that Bukele made a surprise appearance at Miami's Bitcoin 2020 conferenceto announce plans to make the crypto legal tender in his country.</p><p><blockquote>三个月前（价格为3.5万美元），Bukele出人意料地出现在迈阿密的比特币2020会议上，宣布计划在他的国家使加密货币合法化。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/422a502c811d4c935a61130fcf4fcbe1\" tg-width=\"1004\" tg-height=\"781\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some Blockchain stocks gained in premarket trading<blockquote>部分区块链股票在盘前交易中上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome Blockchain stocks gained in premarket trading<blockquote>部分区块链股票在盘前交易中上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-07 16:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Sept 7)&nbsp;Some&nbsp;Blockchain stocks gained in premarket trading.</p><p><blockquote>（9月7日）部分区块链股票在盘前交易中上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/069e91a058a35635a632888d1018dacd\" tg-width=\"278\" tg-height=\"444\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> El Salvador has become the first sovereign nation to stack sats (at least publicly so), with President Nayib Bukele a few hours agoannouncing the purchase of 200 bitcoins. One hour ago, Bukeleannounced the purchase of another200 coins (BTC-USD), bringing the total to 400.</p><p><blockquote>萨尔瓦多已经成为第一个堆叠sats的主权国家（至少是公开的）,␠总统纳伊布·布克尔几个小时前宣布购买200个比特币。一小时前，␠Bukele宣布再购买200枚硬币(BTC-美元),␠使总数达到400枚。</blockquote></p><p> The buys come ahead of Bitcoin officially becoming legal tender in El Salvador tomorrow.</p><p><blockquote>此次收购是在比特币明天正式成为萨尔瓦多法定货币之前进行的。</blockquote></p><p> The price of bitcoin (BTC-USD) added to weekend gains this evening, rising as high as $52.8K. It's currently changing hands at $52.5K.</p><p><blockquote>比特币(BTC-USD)的价格今晚在周末上涨的基础上，升至52.8万美元。它目前以52.5万美元的价格易手。</blockquote></p><p> It was three months ago (and with the price at $35K) that Bukele made a surprise appearance at Miami's Bitcoin 2020 conferenceto announce plans to make the crypto legal tender in his country.</p><p><blockquote>三个月前（价格为3.5万美元），Bukele出人意料地出现在迈阿密的比特币2020会议上，宣布计划在他的国家使加密货币合法化。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/422a502c811d4c935a61130fcf4fcbe1\" tg-width=\"1004\" tg-height=\"781\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170182199","content_text":"(Sept 7) Some Blockchain stocks gained in premarket trading.\n\nEl Salvador has become the first sovereign nation to stack sats (at least publicly so), with President Nayib Bukele a few hours agoannouncing the purchase of 200 bitcoins. One hour ago, Bukeleannounced the purchase of another200 coins (BTC-USD), bringing the total to 400.\nThe buys come ahead of Bitcoin officially becoming legal tender in El Salvador tomorrow.\nThe price of bitcoin (BTC-USD) added to weekend gains this evening, rising as high as $52.8K. It's currently changing hands at $52.5K.\nIt was three months ago (and with the price at $35K) that Bukele made a surprise appearance at Miami's Bitcoin 2020 conferenceto announce plans to make the crypto legal tender in his country.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836971485,"gmtCreate":1629450643147,"gmtModify":1631886269449,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a>buy buy","listText":"<a href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a>buy buy","text":"$Corsair Gaming, Inc.(CRSR)$buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836971485","isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838695473,"gmtCreate":1629389185392,"gmtModify":1631886269466,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a>cheap cheap","listText":"<a href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a>cheap cheap","text":"$Corsair Gaming, Inc.(CRSR)$cheap cheap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838695473","isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833330299,"gmtCreate":1629203985811,"gmtModify":1631890911832,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833330299","repostId":"2160209639","repostType":2,"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833018268,"gmtCreate":1629188936754,"gmtModify":1631884235374,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Stay away from China adr","listText":"Stay away from China adr","text":"Stay away from China adr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833018268","repostId":"1163960572","repostType":4,"repost":{"id":"1163960572","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":1629187531,"share":"https://www.laohu8.com/m/news/1163960572?lang=zh_CN&edition=full","pubTime":"2021-08-17 16:05","market":"us","language":"en","title":"China Tech Stocks Slump as Nation Issues Draft Competition Rules<blockquote>随着国家发布竞争规则草案，中国科技股暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163960572","media":"Tiger Newspress","summary":" A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.China tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of problematic behav","content":"<p>(Aug 17)&nbsp;A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.</p><p><blockquote>（8月17日）在北京采取最新举措加强对中国互联网巨头的控制后，中国领头羊科技股的抛售浪潮连续第五天持续。</blockquote></p><p> China tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.</p><p><blockquote>在中国市场监管机构发布禁止中国在线平台运营商之间不公平竞争的规则草案后，中国科技股在盘前交易中暴跌。</blockquote></p><p> Baidu Inc.&nbsp;fell more than&nbsp;2% while&nbsp;Alibaba Group Holding Ltd.&nbsp;dropped by at least 3%. That followed Monday’sselloffin Chinese online game firms in the wake of state media criticism of the sector, which spilled over into U.S. trading&nbsp;overnight&nbsp;as the Securities and Exchange Commissionwarnedabout the risks of investing in Chinese stocks.</p><p><blockquote>百度公司下跌超过2%，阿里巴巴-SW集团控股有限公司下跌至少3%。此前，中国网络游戏公司周一因官方媒体对该行业的批评而遭到抛售，随着美国证券交易委员会警告投资中国股票的风险，该行业一夜之间蔓延到美国交易。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6ad16a2d4c06459a94762f22c1916b01\" tg-width=\"371\" tg-height=\"683\" referrerpolicy=\"no-referrer\">The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of&nbsp;problematic&nbsp;behavior. It follows moves by Beijing to rein in the country’s internet leaders in areas from antitrust to data security and ride-hailing.</p><p><blockquote>周二发布的广泛提案是在科技工业部上个月发起一项旨在根除大量问题行为的运动之后发布的。此前，北京方面采取行动，在反垄断、数据安全和网约车等领域遏制中国互联网领导者。</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>China Tech Stocks Slump as Nation Issues Draft Competition Rules<blockquote>随着国家发布竞争规则草案，中国科技股暴跌</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\">\nChina Tech Stocks Slump as Nation Issues Draft Competition Rules<blockquote>随着国家发布竞争规则草案，中国科技股暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-17 16:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug 17)&nbsp;A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.</p><p><blockquote>（8月17日）在北京采取最新举措加强对中国互联网巨头的控制后，中国领头羊科技股的抛售浪潮连续第五天持续。</blockquote></p><p> China tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.</p><p><blockquote>在中国市场监管机构发布禁止中国在线平台运营商之间不公平竞争的规则草案后，中国科技股在盘前交易中暴跌。</blockquote></p><p> Baidu Inc.&nbsp;fell more than&nbsp;2% while&nbsp;Alibaba Group Holding Ltd.&nbsp;dropped by at least 3%. That followed Monday’sselloffin Chinese online game firms in the wake of state media criticism of the sector, which spilled over into U.S. trading&nbsp;overnight&nbsp;as the Securities and Exchange Commissionwarnedabout the risks of investing in Chinese stocks.</p><p><blockquote>百度公司下跌超过2%，阿里巴巴-SW集团控股有限公司下跌至少3%。此前，中国网络游戏公司周一因官方媒体对该行业的批评而遭到抛售，随着美国证券交易委员会警告投资中国股票的风险，该行业一夜之间蔓延到美国交易。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6ad16a2d4c06459a94762f22c1916b01\" tg-width=\"371\" tg-height=\"683\" referrerpolicy=\"no-referrer\">The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of&nbsp;problematic&nbsp;behavior. It follows moves by Beijing to rein in the country’s internet leaders in areas from antitrust to data security and ride-hailing.</p><p><blockquote>周二发布的广泛提案是在科技工业部上个月发起一项旨在根除大量问题行为的运动之后发布的。此前，北京方面采取行动，在反垄断、数据安全和网约车等领域遏制中国互联网领导者。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163960572","content_text":"(Aug 17) A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.\nChina tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.\nBaidu Inc. fell more than 2% while Alibaba Group Holding Ltd. dropped by at least 3%. That followed Monday’sselloffin Chinese online game firms in the wake of state media criticism of the sector, which spilled over into U.S. trading overnight as the Securities and Exchange Commissionwarnedabout the risks of investing in Chinese stocks.\nThe wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of problematic behavior. It follows moves by Beijing to rein in the country’s internet leaders in areas from antitrust to data security and ride-hailing.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830081138,"gmtCreate":1628993540324,"gmtModify":1631890911845,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Buy buy","listText":"Buy buy","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830081138","repostId":"2159145532","repostType":4,"isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894438482,"gmtCreate":1628846072946,"gmtModify":1631883944423,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Morgan Stanley really moves the market. But MU is definitely undervalued!","listText":"Morgan Stanley really moves the market. But MU is definitely undervalued!","text":"Morgan Stanley really moves the market. But MU is definitely undervalued!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/894438482","repostId":"1119687817","repostType":2,"repost":{"id":"1119687817","kind":"news","pubTimestamp":1628817950,"share":"https://www.laohu8.com/m/news/1119687817?lang=zh_CN&edition=full","pubTime":"2021-08-13 09:25","market":"us","language":"en","title":"Intel and Micron among semiconductor decliners after cautious analyst note<blockquote>分析师发表谨慎报告后，英特尔和美光等半导体股下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119687817","media":"Seeking Alpha","summary":"Semiconductor stocks are underperforming the broader market today after a cautious note from Morgan ","content":"<p><ul>  <li>Semiconductor stocks are underperforming the broader market today after a cautious note from <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> forecast the coming end to the memory cycle and downgraded <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> to the sidelines.</li>  <li>The Philadelphia Semiconductor Index is down 1.1% compared to the slightly green return for the broader tech sector(NYSEARCA:XLK).</li>  <li>Top decliners in the index also include semiconductor equipment companies <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a>, <a href=\"https://laohu8.com/S/KLAC\">KLA-Tencor</a>&nbsp;and <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>.</li>  <li>Micron's NAND memory peer <a href=\"https://laohu8.com/S/INTC\">Intel</a> is also trading down despite Morgan Stanley's more positive view on NAND versus DRAM. Late last year, Intel announced plans to sell its NAND memory and storage business to SK hynix for $9 billion, but the deal isn't expected to close until later this year.</li>  <li>Earlier this week, Micron's CFO said the company was leaving the current quarter with historically low days of inventory as&nbsp;component shortages continue to hit the industry.</li>  <li>Background:&nbsp;Micron stock dips after Morgan Stanleydowngrade on coming memory downturn.</li> </ul></p><p><blockquote><ul><li>在发布谨慎报告后，半导体股今天的表现逊于大盘<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>预测内存周期即将结束并降级<a href=\"https://laohu8.com/S/MU\">美光科技</a>到场边去。</li><li>与更广泛的科技行业（NYSEARCA:XLK）的小幅绿色回报相比，费城半导体指数下跌了 1.1%。</li><li>该指数跌幅最大的还包括半导体设备公司<a href=\"https://laohu8.com/S/LRCX\">林研究</a>,<a href=\"https://laohu8.com/S/KLAC\">克拉-滕科尔</a>和<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>.</li><li>美光的 NAND 存储器对等<a href=\"https://laohu8.com/S/INTC\">英特尔</a>尽管摩根士丹利对 NAND 的看法比 DRAM 更积极，但股价也下跌。去年年底，英特尔宣布计划以 90 亿美元的价格将其 NAND 内存和存储业务出售给SK海力士，但该交易预计要到今年晚些时候才能完成。</li><li>本周早些时候，美光首席财务官表示，由于零部件短缺继续影响该行业，该公司本季度的库存天数将创历史新低。</li><li>背景：摩根士丹利因内存即将到来而下调评级后，美光科技股价下跌。</li></ul></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>Intel and Micron among semiconductor decliners after cautious analyst note<blockquote>分析师发表谨慎报告后，英特尔和美光等半导体股下跌</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\">\nIntel and Micron among semiconductor decliners after cautious analyst note<blockquote>分析师发表谨慎报告后，英特尔和美光等半导体股下跌</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\">2021-08-13 09:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Semiconductor stocks are underperforming the broader market today after a cautious note from <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> forecast the coming end to the memory cycle and downgraded <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> to the sidelines.</li>  <li>The Philadelphia Semiconductor Index is down 1.1% compared to the slightly green return for the broader tech sector(NYSEARCA:XLK).</li>  <li>Top decliners in the index also include semiconductor equipment companies <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a>, <a href=\"https://laohu8.com/S/KLAC\">KLA-Tencor</a>&nbsp;and <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>.</li>  <li>Micron's NAND memory peer <a href=\"https://laohu8.com/S/INTC\">Intel</a> is also trading down despite Morgan Stanley's more positive view on NAND versus DRAM. Late last year, Intel announced plans to sell its NAND memory and storage business to SK hynix for $9 billion, but the deal isn't expected to close until later this year.</li>  <li>Earlier this week, Micron's CFO said the company was leaving the current quarter with historically low days of inventory as&nbsp;component shortages continue to hit the industry.</li>  <li>Background:&nbsp;Micron stock dips after Morgan Stanleydowngrade on coming memory downturn.</li> </ul></p><p><blockquote><ul><li>在发布谨慎报告后，半导体股今天的表现逊于大盘<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>预测内存周期即将结束并降级<a href=\"https://laohu8.com/S/MU\">美光科技</a>到场边去。</li><li>与更广泛的科技行业（NYSEARCA:XLK）的小幅绿色回报相比，费城半导体指数下跌了 1.1%。</li><li>该指数跌幅最大的还包括半导体设备公司<a href=\"https://laohu8.com/S/LRCX\">林研究</a>,<a href=\"https://laohu8.com/S/KLAC\">克拉-滕科尔</a>和<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>.</li><li>美光的 NAND 存储器对等<a href=\"https://laohu8.com/S/INTC\">英特尔</a>尽管摩根士丹利对 NAND 的看法比 DRAM 更积极，但股价也下跌。去年年底，英特尔宣布计划以 90 亿美元的价格将其 NAND 内存和存储业务出售给SK海力士，但该交易预计要到今年晚些时候才能完成。</li><li>本周早些时候，美光首席财务官表示，由于零部件短缺继续影响该行业，该公司本季度的库存天数将创历史新低。</li><li>背景：摩根士丹利因内存即将到来而下调评级后，美光科技股价下跌。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3729699-intel-stock-among-semiconductor-decliners-after-cautious-analyst-note\">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":{"MS":"摩根士丹利","AMAT":"应用材料","KLAC":"科磊","INTC":"英特尔","MU":"美光科技","LRCX":"拉姆研究"},"source_url":"https://seekingalpha.com/news/3729699-intel-stock-among-semiconductor-decliners-after-cautious-analyst-note","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119687817","content_text":"Semiconductor stocks are underperforming the broader market today after a cautious note from Morgan Stanley forecast the coming end to the memory cycle and downgraded Micron Technology to the sidelines.\nThe Philadelphia Semiconductor Index is down 1.1% compared to the slightly green return for the broader tech sector(NYSEARCA:XLK).\nTop decliners in the index also include semiconductor equipment companies Lam Research, KLA-Tencor and Applied Materials.\nMicron's NAND memory peer Intel is also trading down despite Morgan Stanley's more positive view on NAND versus DRAM. Late last year, Intel announced plans to sell its NAND memory and storage business to SK hynix for $9 billion, but the deal isn't expected to close until later this year.\nEarlier this week, Micron's CFO said the company was leaving the current quarter with historically low days of inventory as component shortages continue to hit the industry.\nBackground: Micron stock dips after Morgan Stanleydowngrade on coming memory downturn.","news_type":1,"symbols_score_info":{"INTC":0.9,"KLAC":0.9,"MU":0.9,"LRCX":0.9,"MS":0.9,"AMAT":0.9}},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894542476,"gmtCreate":1628842922495,"gmtModify":1631884833065,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>next support at 14.5","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>next support at 14.5","text":"$SoFi Technologies Inc.(SOFI)$next support at 14.5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894542476","isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895773790,"gmtCreate":1628776005710,"gmtModify":1631883828508,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>Undervalued! Tips rank average estimation is $114!","listText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>Undervalued! Tips rank average estimation is $114!","text":"$Micron Technology(MU)$Undervalued! Tips rank average estimation is $114!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895773790","isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895726741,"gmtCreate":1628775159283,"gmtModify":1631890911860,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895726741","repostId":"1140749727","repostType":2,"repost":{"id":"1140749727","kind":"news","pubTimestamp":1628775487,"share":"https://www.laohu8.com/m/news/1140749727?lang=zh_CN&edition=full","pubTime":"2021-08-12 21:38","market":"us","language":"en","title":"Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning<blockquote>大摩评级下调，存储芯片行业警告，美光科技股价下跌近6%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140749727","media":"Thestreet","summary":"Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the ","content":"<p>Micron Technology&nbsp;shares slumped&nbsp;nearly&nbsp;6%&nbsp;after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.</p><p><blockquote>摩根士丹利分析师因警告全球存储芯片行业“冬天即将来临”而下调美光科技评级，该公司股价下跌近6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f8d2a465fc843b4324fc0a010c494ede\" tg-width=\"899\" tg-height=\"624\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Morgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.</p><p><blockquote>摩根士丹利(Morgan Stanley)分析师Joseph Moore将该股评级下调一级，至“同等权重”，同时将目标价下调30美元至每股75美元，因为该行指出，美光科技“远期回报的背景充满挑战”，因为“DRAM状况在从周期中后期转向周期中失去动力”。摩根士丹利还下调了对韩国芯片制造商SK海力士的评级。</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>Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning<blockquote>大摩评级下调，存储芯片行业警告，美光科技股价下跌近6%</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\">\nMicron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning<blockquote>大摩评级下调，存储芯片行业警告，美光科技股价下跌近6%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-08-12 21:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Micron Technology&nbsp;shares slumped&nbsp;nearly&nbsp;6%&nbsp;after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.</p><p><blockquote>摩根士丹利分析师因警告全球存储芯片行业“冬天即将来临”而下调美光科技评级，该公司股价下跌近6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f8d2a465fc843b4324fc0a010c494ede\" tg-width=\"899\" tg-height=\"624\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Morgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.</p><p><blockquote>摩根士丹利(Morgan Stanley)分析师Joseph Moore将该股评级下调一级，至“同等权重”，同时将目标价下调30美元至每股75美元，因为该行指出，美光科技“远期回报的背景充满挑战”，因为“DRAM状况在从周期中后期转向周期中失去动力”。摩根士丹利还下调了对韩国芯片制造商SK海力士的评级。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO\">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":{"MU":"美光科技"},"source_url":"https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140749727","content_text":"Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.\n\nMorgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893026568,"gmtCreate":1628222749654,"gmtModify":1631890911870,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Super undervalued","listText":"Super undervalued","text":"Super undervalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893026568","repostId":"1125288486","repostType":2,"isVote":1,"tweetType":1,"viewCount":1188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":377534751,"gmtCreate":1619534732673,"gmtModify":1634211967509,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"Palantir's huge potential","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>What does Palantir (PLTR) do?Palantir engages in government contracts to build and deploy software platforms for the intelligence community in the United States to assist counterterrorism&nbsp;investigations and operations. If it had stayed this course, the growth will be limited. But lately, Palantir has started to engage with enterprises in the B2B sector as well as offering artificial intelligence solutions. The potential is huge.Why is there Massive&nbsp;cost in Sales and MarketingIn 2020, Palantir generated a little more than $1 billion in revenue and spent $1.3 billion in sales and marketing. Now you may think that is a mismanagement. That is however not the case, it is essential to spend a substantial amount o","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>What does Palantir (PLTR) do?Palantir engages in government contracts to build and deploy software platforms for the intelligence community in the United States to assist counterterrorism&nbsp;investigations and operations. If it had stayed this course, the growth will be limited. But lately, Palantir has started to engage with enterprises in the B2B sector as well as offering artificial intelligence solutions. The potential is huge.Why is there Massive&nbsp;cost in Sales and MarketingIn 2020, Palantir generated a little more than $1 billion in revenue and spent $1.3 billion in sales and marketing. Now you may think that is a mismanagement. That is however not the case, it is essential to spend a substantial amount o","text":"$Palantir Technologies Inc.(PLTR)$What does Palantir (PLTR) do?Palantir engages in government contracts to build and deploy software platforms for the intelligence community in the United States to assist counterterrorism investigations and operations. If it had stayed this course, the growth will be limited. But lately, Palantir has started to engage with enterprises in the B2B sector as well as offering artificial intelligence solutions. The potential is huge.Why is there Massive cost in Sales and MarketingIn 2020, Palantir generated a little more than $1 billion in revenue and spent $1.3 billion in sales and marketing. Now you may think that is a mismanagement. That is however not the case, it is essential to spend a substantial amount o","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":33,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/377534751","isVote":1,"tweetType":1,"viewCount":24019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802556940,"gmtCreate":1627790506980,"gmtModify":1631890911914,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Buy buy","listText":"Buy buy","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802556940","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809266273,"gmtCreate":1627373470192,"gmtModify":1631894003928,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Come on 1200","listText":"Come on 1200","text":"Come on 1200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/809266273","repostId":"1117342739","repostType":4,"repost":{"id":"1117342739","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":1627373040,"share":"https://www.laohu8.com/m/news/1117342739?lang=zh_CN&edition=full","pubTime":"2021-07-27 16:04","market":"us","language":"en","title":"Tesla shares rose more than 1% in premarket trading<blockquote>特斯拉股价在盘前交易中上涨超过1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117342739","media":"Tiger Newspress","summary":"Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation","content":"<p>Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p><p><blockquote>特斯拉公司周二公布的第二季度利润高于预期，这要归功于其较便宜的电动汽车销量大幅增长，该公司提高了价格以提高其利润率。</blockquote></p><p> Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p><p><blockquote>特斯拉还削减了成本，这有助于抵消汽车行业面临的许多供应链和微芯片短缺问题。</blockquote></p><p> For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p><p><blockquote>自2019年底以来，特斯拉的利润首次不依赖于向其他汽车制造商出售环境信用，这表明制造业务的财务状况日益健康。特斯拉通过削减其称未使用或不需要的功能以及提高美国汽车价格来提高其业绩。</blockquote></p><p> Shares of the world’s most valuable automaker rose more&nbsp;than&nbsp;1%&nbsp;in premarket trading.</p><p><blockquote>这家全球最有价值汽车制造商的股价在盘前交易中上涨超过1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/979d9a75ec94ed8bf291317150d11d05\" tg-width=\"900\" tg-height=\"639\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p><p><blockquote>在与投资者和分析师的看涨期权中，特斯拉高管表示，量产增长将取决于零部件供应情况，马斯克警告称，半导体短缺将持续。</blockquote></p><p> “The global chip shortage situation remains quite serious,” Musk said.</p><p><blockquote>“全球芯片短缺的情况仍然相当严重，”马斯克说。</blockquote></p><p> Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p><p><blockquote>尽管如此，Musk表示，特斯拉预计今年将在德克萨斯和德意志的在建工厂投产Model Y SUV。他表示，该公司预计电池供应商明年的产量将翻一番。</blockquote></p><p> Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p><p><blockquote>尽管面临疫情和供应链危机，但得益于Model 3轿车和Model Y等更便宜车型的销售，特斯拉在本季度的交付量仍创下了纪录。</blockquote></p><p> The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p><p><blockquote>这家由亿万富翁企业家埃隆·马斯克(Elon Musk)领导的汽车制造商表示，收入从一年前的60.4亿美元跃升至119.6亿美元，当时其加州工厂因当地抗击疫情的封锁令而关闭了六周多。</blockquote></p><p> Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，分析师此前预计营收约为113亿美元。</blockquote></p><p> Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p><p><blockquote>剔除项目后，特斯拉公布的每股利润为1.45美元，轻松超过分析师预期的每股98美分。</blockquote></p><p> Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p><p><blockquote>特斯拉表示，经营利润随着销量增长和成本降低而上升，这抵消了供应链成本上升、监管信贷收入下降和其他项目，包括加密货币比特币投资损失2300万美元。</blockquote></p><p> Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p><p><blockquote>特斯拉的盈利能力通常依赖于向其他汽车制造商出售监管信用，但在第二季度，特斯拉自2019年底以来首次在没有这些信用的情况下实现盈利。其第二季度GAAP净利润为11.4亿美元。这些积分的收入总计仅为3.54亿美元。</blockquote></p><p> “Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p><p><blockquote>Investing.com高级分析师Jesse Cohen表示：“特斯拉对其数据印象深刻，因为其大部分收入来自汽车销售。”</blockquote></p><p> Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p><p><blockquote>汽车制造商Stellantis预计今年将在没有从特斯拉购买环境信用额的情况下实现其欧洲二氧化碳(CO2)排放目标。</blockquote></p><p> Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p><p><blockquote>特斯拉表示，由于今年电池和其他零部件的供应有限，该公司已将Semi卡车计划的启动推迟到2022年，以专注于启动工厂。</blockquote></p><p> But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p><p><blockquote>但该公司的新型4680电池尚未准备好量产；高管们表示，很难预测技术挑战何时会得到解决。</blockquote></p><p> In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</p><p><blockquote>顺便说一句，马斯克表示，他“很可能不会在财报评级上”与投资者和分析师讨论财务业绩。这些评级是马斯克每季度举行的一次丰富多彩的仪式，马斯克用它来讨论特斯拉技术，或者回击竞争对手或批评者。</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 shares rose more than 1% in premarket trading<blockquote>特斯拉股价在盘前交易中上涨超过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 shares rose more than 1% in premarket trading<blockquote>特斯拉股价在盘前交易中上涨超过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\">2021-07-27 16:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p><p><blockquote>特斯拉公司周二公布的第二季度利润高于预期，这要归功于其较便宜的电动汽车销量大幅增长，该公司提高了价格以提高其利润率。</blockquote></p><p> Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p><p><blockquote>特斯拉还削减了成本，这有助于抵消汽车行业面临的许多供应链和微芯片短缺问题。</blockquote></p><p> For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p><p><blockquote>自2019年底以来，特斯拉的利润首次不依赖于向其他汽车制造商出售环境信用，这表明制造业务的财务状况日益健康。特斯拉通过削减其称未使用或不需要的功能以及提高美国汽车价格来提高其业绩。</blockquote></p><p> Shares of the world’s most valuable automaker rose more&nbsp;than&nbsp;1%&nbsp;in premarket trading.</p><p><blockquote>这家全球最有价值汽车制造商的股价在盘前交易中上涨超过1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/979d9a75ec94ed8bf291317150d11d05\" tg-width=\"900\" tg-height=\"639\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p><p><blockquote>在与投资者和分析师的看涨期权中，特斯拉高管表示，量产增长将取决于零部件供应情况，马斯克警告称，半导体短缺将持续。</blockquote></p><p> “The global chip shortage situation remains quite serious,” Musk said.</p><p><blockquote>“全球芯片短缺的情况仍然相当严重，”马斯克说。</blockquote></p><p> Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p><p><blockquote>尽管如此，Musk表示，特斯拉预计今年将在德克萨斯和德意志的在建工厂投产Model Y SUV。他表示，该公司预计电池供应商明年的产量将翻一番。</blockquote></p><p> Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p><p><blockquote>尽管面临疫情和供应链危机，但得益于Model 3轿车和Model Y等更便宜车型的销售，特斯拉在本季度的交付量仍创下了纪录。</blockquote></p><p> The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p><p><blockquote>这家由亿万富翁企业家埃隆·马斯克(Elon Musk)领导的汽车制造商表示，收入从一年前的60.4亿美元跃升至119.6亿美元，当时其加州工厂因当地抗击疫情的封锁令而关闭了六周多。</blockquote></p><p> Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，分析师此前预计营收约为113亿美元。</blockquote></p><p> Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p><p><blockquote>剔除项目后，特斯拉公布的每股利润为1.45美元，轻松超过分析师预期的每股98美分。</blockquote></p><p> Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p><p><blockquote>特斯拉表示，经营利润随着销量增长和成本降低而上升，这抵消了供应链成本上升、监管信贷收入下降和其他项目，包括加密货币比特币投资损失2300万美元。</blockquote></p><p> Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p><p><blockquote>特斯拉的盈利能力通常依赖于向其他汽车制造商出售监管信用，但在第二季度，特斯拉自2019年底以来首次在没有这些信用的情况下实现盈利。其第二季度GAAP净利润为11.4亿美元。这些积分的收入总计仅为3.54亿美元。</blockquote></p><p> “Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p><p><blockquote>Investing.com高级分析师Jesse Cohen表示：“特斯拉对其数据印象深刻，因为其大部分收入来自汽车销售。”</blockquote></p><p> Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p><p><blockquote>汽车制造商Stellantis预计今年将在没有从特斯拉购买环境信用额的情况下实现其欧洲二氧化碳(CO2)排放目标。</blockquote></p><p> Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p><p><blockquote>特斯拉表示，由于今年电池和其他零部件的供应有限，该公司已将Semi卡车计划的启动推迟到2022年，以专注于启动工厂。</blockquote></p><p> But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p><p><blockquote>但该公司的新型4680电池尚未准备好量产；高管们表示，很难预测技术挑战何时会得到解决。</blockquote></p><p> In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</p><p><blockquote>顺便说一句，马斯克表示，他“很可能不会在财报评级上”与投资者和分析师讨论财务业绩。这些评级是马斯克每季度举行的一次丰富多彩的仪式，马斯克用它来讨论特斯拉技术，或者回击竞争对手或批评者。</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":"1117342739","content_text":"Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.\nTesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.\nFor the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.\nShares of the world’s most valuable automaker rose more than 1% in premarket trading.\n\nIn a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.\n“The global chip shortage situation remains quite serious,” Musk said.\nStill, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.\nDespite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.\nThe carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.\nAnalysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.\nExcluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.\nTesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.\nTesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.\n“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.\nCarmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.\nTesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.\nBut the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.\nIn an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123117866,"gmtCreate":1624412086855,"gmtModify":1631885483403,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Time for tech stocks to lead the way","listText":"Time for tech stocks to lead the way","text":"Time for tech stocks to lead the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/123117866","repostId":"2145664330","repostType":4,"isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186614096,"gmtCreate":1623491719015,"gmtModify":1634032403033,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"All in Tesla Palantir","listText":"All in Tesla Palantir","text":"All in Tesla Palantir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/186614096","repostId":"2142206100","repostType":2,"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112898417,"gmtCreate":1622858981939,"gmtModify":1634097308924,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Buy buy","listText":"Buy buy","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/112898417","repostId":"1158897173","repostType":4,"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132705281,"gmtCreate":1622112571143,"gmtModify":1631886580904,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Shopify or Alibaba","listText":"Shopify or Alibaba","text":"Shopify or Alibaba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/132705281","repostId":"2138111825","repostType":4,"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894438482,"gmtCreate":1628846072946,"gmtModify":1631883944423,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Morgan Stanley really moves the market. But MU is definitely undervalued!","listText":"Morgan Stanley really moves the market. But MU is definitely undervalued!","text":"Morgan Stanley really moves the market. But MU is definitely undervalued!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/894438482","repostId":"1119687817","repostType":2,"repost":{"id":"1119687817","kind":"news","pubTimestamp":1628817950,"share":"https://www.laohu8.com/m/news/1119687817?lang=zh_CN&edition=full","pubTime":"2021-08-13 09:25","market":"us","language":"en","title":"Intel and Micron among semiconductor decliners after cautious analyst note<blockquote>分析师发表谨慎报告后，英特尔和美光等半导体股下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119687817","media":"Seeking Alpha","summary":"Semiconductor stocks are underperforming the broader market today after a cautious note from Morgan ","content":"<p><ul>  <li>Semiconductor stocks are underperforming the broader market today after a cautious note from <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> forecast the coming end to the memory cycle and downgraded <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> to the sidelines.</li>  <li>The Philadelphia Semiconductor Index is down 1.1% compared to the slightly green return for the broader tech sector(NYSEARCA:XLK).</li>  <li>Top decliners in the index also include semiconductor equipment companies <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a>, <a href=\"https://laohu8.com/S/KLAC\">KLA-Tencor</a>&nbsp;and <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>.</li>  <li>Micron's NAND memory peer <a href=\"https://laohu8.com/S/INTC\">Intel</a> is also trading down despite Morgan Stanley's more positive view on NAND versus DRAM. Late last year, Intel announced plans to sell its NAND memory and storage business to SK hynix for $9 billion, but the deal isn't expected to close until later this year.</li>  <li>Earlier this week, Micron's CFO said the company was leaving the current quarter with historically low days of inventory as&nbsp;component shortages continue to hit the industry.</li>  <li>Background:&nbsp;Micron stock dips after Morgan Stanleydowngrade on coming memory downturn.</li> </ul></p><p><blockquote><ul><li>在发布谨慎报告后，半导体股今天的表现逊于大盘<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>预测内存周期即将结束并降级<a href=\"https://laohu8.com/S/MU\">美光科技</a>到场边去。</li><li>与更广泛的科技行业（NYSEARCA:XLK）的小幅绿色回报相比，费城半导体指数下跌了 1.1%。</li><li>该指数跌幅最大的还包括半导体设备公司<a href=\"https://laohu8.com/S/LRCX\">林研究</a>,<a href=\"https://laohu8.com/S/KLAC\">克拉-滕科尔</a>和<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>.</li><li>美光的 NAND 存储器对等<a href=\"https://laohu8.com/S/INTC\">英特尔</a>尽管摩根士丹利对 NAND 的看法比 DRAM 更积极，但股价也下跌。去年年底，英特尔宣布计划以 90 亿美元的价格将其 NAND 内存和存储业务出售给SK海力士，但该交易预计要到今年晚些时候才能完成。</li><li>本周早些时候，美光首席财务官表示，由于零部件短缺继续影响该行业，该公司本季度的库存天数将创历史新低。</li><li>背景：摩根士丹利因内存即将到来而下调评级后，美光科技股价下跌。</li></ul></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>Intel and Micron among semiconductor decliners after cautious analyst note<blockquote>分析师发表谨慎报告后，英特尔和美光等半导体股下跌</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; 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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\">\nIntel and Micron among semiconductor decliners after cautious analyst note<blockquote>分析师发表谨慎报告后，英特尔和美光等半导体股下跌</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\">2021-08-13 09:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Semiconductor stocks are underperforming the broader market today after a cautious note from <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> forecast the coming end to the memory cycle and downgraded <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> to the sidelines.</li>  <li>The Philadelphia Semiconductor Index is down 1.1% compared to the slightly green return for the broader tech sector(NYSEARCA:XLK).</li>  <li>Top decliners in the index also include semiconductor equipment companies <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a>, <a href=\"https://laohu8.com/S/KLAC\">KLA-Tencor</a>&nbsp;and <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>.</li>  <li>Micron's NAND memory peer <a href=\"https://laohu8.com/S/INTC\">Intel</a> is also trading down despite Morgan Stanley's more positive view on NAND versus DRAM. Late last year, Intel announced plans to sell its NAND memory and storage business to SK hynix for $9 billion, but the deal isn't expected to close until later this year.</li>  <li>Earlier this week, Micron's CFO said the company was leaving the current quarter with historically low days of inventory as&nbsp;component shortages continue to hit the industry.</li>  <li>Background:&nbsp;Micron stock dips after Morgan Stanleydowngrade on coming memory downturn.</li> </ul></p><p><blockquote><ul><li>在发布谨慎报告后，半导体股今天的表现逊于大盘<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>预测内存周期即将结束并降级<a href=\"https://laohu8.com/S/MU\">美光科技</a>到场边去。</li><li>与更广泛的科技行业（NYSEARCA:XLK）的小幅绿色回报相比，费城半导体指数下跌了 1.1%。</li><li>该指数跌幅最大的还包括半导体设备公司<a href=\"https://laohu8.com/S/LRCX\">林研究</a>,<a href=\"https://laohu8.com/S/KLAC\">克拉-滕科尔</a>和<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>.</li><li>美光的 NAND 存储器对等<a href=\"https://laohu8.com/S/INTC\">英特尔</a>尽管摩根士丹利对 NAND 的看法比 DRAM 更积极，但股价也下跌。去年年底，英特尔宣布计划以 90 亿美元的价格将其 NAND 内存和存储业务出售给SK海力士，但该交易预计要到今年晚些时候才能完成。</li><li>本周早些时候，美光首席财务官表示，由于零部件短缺继续影响该行业，该公司本季度的库存天数将创历史新低。</li><li>背景：摩根士丹利因内存即将到来而下调评级后，美光科技股价下跌。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3729699-intel-stock-among-semiconductor-decliners-after-cautious-analyst-note\">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":{"MS":"摩根士丹利","AMAT":"应用材料","KLAC":"科磊","INTC":"英特尔","MU":"美光科技","LRCX":"拉姆研究"},"source_url":"https://seekingalpha.com/news/3729699-intel-stock-among-semiconductor-decliners-after-cautious-analyst-note","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119687817","content_text":"Semiconductor stocks are underperforming the broader market today after a cautious note from Morgan Stanley forecast the coming end to the memory cycle and downgraded Micron Technology to the sidelines.\nThe Philadelphia Semiconductor Index is down 1.1% compared to the slightly green return for the broader tech sector(NYSEARCA:XLK).\nTop decliners in the index also include semiconductor equipment companies Lam Research, KLA-Tencor and Applied Materials.\nMicron's NAND memory peer Intel is also trading down despite Morgan Stanley's more positive view on NAND versus DRAM. Late last year, Intel announced plans to sell its NAND memory and storage business to SK hynix for $9 billion, but the deal isn't expected to close until later this year.\nEarlier this week, Micron's CFO said the company was leaving the current quarter with historically low days of inventory as component shortages continue to hit the industry.\nBackground: Micron stock dips after Morgan Stanleydowngrade on coming memory downturn.","news_type":1,"symbols_score_info":{"INTC":0.9,"KLAC":0.9,"MU":0.9,"LRCX":0.9,"MS":0.9,"AMAT":0.9}},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175153054,"gmtCreate":1627015785178,"gmtModify":1631894003934,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Buy buy","listText":"Buy buy","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/175153054","repostId":"2153793716","repostType":4,"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153256918,"gmtCreate":1625029326234,"gmtModify":1633945637680,"author":{"id":"3554840164932540","authorId":"3554840164932540","name":"dar","avatar":"https://static.tigerbbs.com/e4bcf35c6c1a9221c5cc6cce74413dff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840164932540","authorIdStr":"3554840164932540"},"themes":[],"title":"","htmlText":"Take a look at KURI, better than Clover","listText":"Take a look at KURI, better than Clover","text":"Take a look at KURI, better than Clover","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/153256918","repostId":"2147585034","repostType":4,"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}