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2021-06-18

Red!

Dow drops 400 points at the open, extending losses in its worst week since January<blockquote>道琼斯指数开盘下跌400点，延续1月份以来最糟糕的一周跌幅</blockquote>

2021-07-11

Cool

抱歉，原内容已删除

2021-07-29

🚀

抱歉，原内容已删除

2021-09-24

Need to get profits!

抱歉，原内容已删除

2021-08-19

Buy!

抱歉，原内容已删除

2021-04-09

Cool

Cathie Wood Adds These Stocks To The Newly-Created Space Exploration ETF And Others<blockquote>Cathie Wood将这些股票添加到新创建的太空探索ETF等中</blockquote>

2021-09-06

Oh no

抱歉，原内容已删除

2021-05-31

Buy!

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2021-11-13

Buy!

Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>

2021-10-23

pltr

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>

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"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879757230","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩大</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</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: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</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\">2021-11-13 10:36</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 delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩大</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">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/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844870207,"gmtCreate":1636419244351,"gmtModify":1636419321512,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"It’s down why they say it’s up?","listText":"It’s down why they say it’s up?","text":"It’s down why they say it’s up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844870207","repostId":"2182772815","repostType":4,"isVote":1,"tweetType":1,"viewCount":2443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858982678,"gmtCreate":1634963346974,"gmtModify":1634963347138,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"pltr","listText":"pltr","text":"pltr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858982678","repostId":"1177255738","repostType":4,"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":2377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820495894,"gmtCreate":1633412001628,"gmtModify":1633412001725,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"So how?","listText":"So how?","text":"So how?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820495894","repostId":"2172873995","repostType":4,"isVote":1,"tweetType":1,"viewCount":3578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861909124,"gmtCreate":1632446132768,"gmtModify":1632723952520,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"Need to get profits!","listText":"Need to get profits!","text":"Need to get 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buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/889486147","repostId":"2165399556","repostType":4,"isVote":1,"tweetType":1,"viewCount":3308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817692209,"gmtCreate":1630938350501,"gmtModify":1632905046701,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/817692209","repostId":"1104055488","repostType":4,"isVote":1,"tweetType":1,"viewCount":1747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838960985,"gmtCreate":1629365751047,"gmtModify":1633685386922,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838960985","repostId":"1139347294","repostType":4,"isVote":1,"tweetType":1,"viewCount":1806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808112813,"gmtCreate":1627564627332,"gmtModify":1633763770473,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"🚀&nbsp;","listText":"🚀&nbsp;","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/808112813","repostId":"1143651896","repostType":4,"isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148326799,"gmtCreate":1625933561111,"gmtModify":1633931490594,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/148326799","repostId":"2150370120","repostType":4,"isVote":1,"tweetType":1,"viewCount":3069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122937327,"gmtCreate":1624592078069,"gmtModify":1633950789037,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"🚀 post market&nbsp;","listText":"🚀 post market&nbsp;","text":"🚀 post market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122937327","repostId":"1189714454","repostType":4,"repost":{"id":"1189714454","kind":"news","pubTimestamp":1624440264,"share":"https://www.laohu8.com/m/news/1189714454?lang=zh_CN&edition=full","pubTime":"2021-06-23 17:24","market":"us","language":"en","title":"Nike Reports Earnings Thursday. Don’t Expect a Beat.<blockquote>耐克周四公布财报。不要期待节拍。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189714454","media":"Barron's","summary":"When Nike reports fiscal fourth-quarter earningson Thursday, investors won’t just be looking for a b","content":"<p>When&nbsp;Nike&nbsp;reports&nbsp;fiscal fourth-quarter earningson Thursday, investors won’t just be looking for a beat. They’ll also be looking for signs of digital sales growth, improvements in supply chain execution, and, critically, assurance thatgeopolitical risks in China can be contained.</p><p><blockquote>当耐克周四公布第四财季收益时，投资者不仅仅是在寻找一个节拍。他们还将寻找数字销售增长、供应链执行改善的迹象，以及最重要的是，确保中国的地缘政治风险得到遏制。</blockquote></p><p> Nike (ticker: NKE) is expected to report a profit of 51 cents during its fiscal fourth quarter after losing 51 cents during the same quarter one year ago. Sales are expected to rise to $11.08 billion, up from $6.3 billion one year ago.</p><p><blockquote>耐克（股票代码：NKE）预计第四财季利润为51美分，此前一年前同季度亏损51美分。销售额预计将从一年前的63亿美元升至110.8亿美元。</blockquote></p><p> Hitting its numbers won’t be the biggest challenge for Nike, however. Back in March, in response to allegations of using forced labor, Nike announced that it would review its supply chain to assess risks related to the Xinjiang Uyghur Autonomous Region. Subsequently, the company released a statement affirming its code of conduct and confirming it “has not found evidence of employment of Uyghurs.” The move prompted widespread calls to boycott the brand in China, and the boycott may have had an impact: A report from Morningstar found that Nike’s Tmall e-commerce storefront experienced sales declines of 59% in April compared with the previous year.</p><p><blockquote>然而，达到数字并不是耐克面临的最大挑战。早在3月份，针对使用强迫劳动的指控，耐克宣布将审查其供应链，以评估与新疆维吾尔自治区相关的风险。随后，该公司发布声明，肯定其行为准则，并确认“没有发现雇佣维吾尔族人的证据”。此举促使评级在华广泛抵制该品牌，抵制可能产生了影响：晨星公司的一份报告发现，耐克的天猫电商店面4月份销售额同比下降59%。</blockquote></p><p> All of this has added a layer of complexity for investors to consider. China has increasingly become an important part of Nike’s future; between 2015 and 2020, China went from accounting for 11% of revenue up to 19%, and it remains one of the fastest-growing regions, consistently outpacing the company’s global top-line growth rate by twofold. Because of the issue, Nike could take a conservative approach to fiscal 2022 guidance, according to UBS analysts, who also lowered fourth-quarter revenue growth projections in China from 25% to 8%.</p><p><blockquote>所有这些都增加了投资者需要考虑的复杂性。中国日益成为耐克未来的重要组成部分；2015年至2020年间，中国占收入的比例从11%上升至19%，并且仍然是增长最快的地区之一，始终是该公司全球营收增长率的两倍。瑞银分析师表示，由于这个问题，耐克可能会对2022财年指引采取保守态度，他们还将中国第四季度收入增长预测从25%下调至8%。</blockquote></p><p> China isn’t the only issue facing Nike. Struggles with supply chain delays hindered Nike’s third-quarter earnings, causing the company to miss out on around $500 million in revenue, according to UBS. And while supply chain execution has likely improved thanks to reduced Covid restrictions, the analysts warned investors to remain cautious about supply chain issues in North America that may continue to pose constraints on sales.</p><p><blockquote>中国并不是耐克面临的唯一问题。据瑞银称，供应链延误的困境阻碍了耐克第三季度的盈利，导致该公司损失了约5亿美元的收入。尽管由于新冠疫情限制的减少，供应链执行可能有所改善，但分析师警告投资者对北美的供应链问题保持谨慎，这些问题可能会继续对销售构成限制。</blockquote></p><p> However, Nike’s third-quarter earnings report still gives reason for investors to remain optimistic heading into fourth-quarter earnings. The company reported year-over-year digital sales growth of 54% on a currency-neutral basis. Investors will be looking to see whether Nike can maintain momentum in digital and direct-to-consumer sales where it is more profitable.</p><p><blockquote>然而，耐克第三季度财报仍然让投资者有理由对第四季度财报保持乐观。该公司报告称，在货币中性的基础上，数字销售额同比增长54%。投资者将关注耐克能否在利润更高的数字和直接面向消费者的销售领域保持势头。</blockquote></p><p> Of the analysts who cover Nike, 87% rate it a Buy, 10% rate it a Hold, and 3% rate it a Sell with an average price target of $163.68, up 25.9% from Tuesday’s close of $132.39.</p><p><blockquote>在关注耐克的分析师中，87%的分析师将其评级为买入，10%的分析师将其评级为持有，3%的分析师将其评级为卖出，平均目标价为163.68美元，较周二收盘价132.39美元上涨25.9%。</blockquote></p><p> Shares of the sports apparel and equipment company are up 30.72% over the past year compared to a 35.5% gain in theS&amp;P 500index over the same period of time.</p><p><blockquote>这家运动服装和装备公司的股价在过去一年上涨了30.72%，而同期标准普尔500指数上涨了35.5%。</blockquote></p><p></p>","source":"lsy1610680873436","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>Nike Reports Earnings Thursday. Don’t Expect a Beat.<blockquote>耐克周四公布财报。不要期待节拍。</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\">\nNike Reports Earnings Thursday. Don’t Expect a Beat.<blockquote>耐克周四公布财报。不要期待节拍。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-06-23 17:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>When&nbsp;Nike&nbsp;reports&nbsp;fiscal fourth-quarter earningson Thursday, investors won’t just be looking for a beat. They’ll also be looking for signs of digital sales growth, improvements in supply chain execution, and, critically, assurance thatgeopolitical risks in China can be contained.</p><p><blockquote>当耐克周四公布第四财季收益时，投资者不仅仅是在寻找一个节拍。他们还将寻找数字销售增长、供应链执行改善的迹象，以及最重要的是，确保中国的地缘政治风险得到遏制。</blockquote></p><p> Nike (ticker: NKE) is expected to report a profit of 51 cents during its fiscal fourth quarter after losing 51 cents during the same quarter one year ago. Sales are expected to rise to $11.08 billion, up from $6.3 billion one year ago.</p><p><blockquote>耐克（股票代码：NKE）预计第四财季利润为51美分，此前一年前同季度亏损51美分。销售额预计将从一年前的63亿美元升至110.8亿美元。</blockquote></p><p> Hitting its numbers won’t be the biggest challenge for Nike, however. Back in March, in response to allegations of using forced labor, Nike announced that it would review its supply chain to assess risks related to the Xinjiang Uyghur Autonomous Region. Subsequently, the company released a statement affirming its code of conduct and confirming it “has not found evidence of employment of Uyghurs.” The move prompted widespread calls to boycott the brand in China, and the boycott may have had an impact: A report from Morningstar found that Nike’s Tmall e-commerce storefront experienced sales declines of 59% in April compared with the previous year.</p><p><blockquote>然而，达到数字并不是耐克面临的最大挑战。早在3月份，针对使用强迫劳动的指控，耐克宣布将审查其供应链，以评估与新疆维吾尔自治区相关的风险。随后，该公司发布声明，肯定其行为准则，并确认“没有发现雇佣维吾尔族人的证据”。此举促使评级在华广泛抵制该品牌，抵制可能产生了影响：晨星公司的一份报告发现，耐克的天猫电商店面4月份销售额同比下降59%。</blockquote></p><p> All of this has added a layer of complexity for investors to consider. China has increasingly become an important part of Nike’s future; between 2015 and 2020, China went from accounting for 11% of revenue up to 19%, and it remains one of the fastest-growing regions, consistently outpacing the company’s global top-line growth rate by twofold. Because of the issue, Nike could take a conservative approach to fiscal 2022 guidance, according to UBS analysts, who also lowered fourth-quarter revenue growth projections in China from 25% to 8%.</p><p><blockquote>所有这些都增加了投资者需要考虑的复杂性。中国日益成为耐克未来的重要组成部分；2015年至2020年间，中国占收入的比例从11%上升至19%，并且仍然是增长最快的地区之一，始终是该公司全球营收增长率的两倍。瑞银分析师表示，由于这个问题，耐克可能会对2022财年指引采取保守态度，他们还将中国第四季度收入增长预测从25%下调至8%。</blockquote></p><p> China isn’t the only issue facing Nike. Struggles with supply chain delays hindered Nike’s third-quarter earnings, causing the company to miss out on around $500 million in revenue, according to UBS. And while supply chain execution has likely improved thanks to reduced Covid restrictions, the analysts warned investors to remain cautious about supply chain issues in North America that may continue to pose constraints on sales.</p><p><blockquote>中国并不是耐克面临的唯一问题。据瑞银称，供应链延误的困境阻碍了耐克第三季度的盈利，导致该公司损失了约5亿美元的收入。尽管由于新冠疫情限制的减少，供应链执行可能有所改善，但分析师警告投资者对北美的供应链问题保持谨慎，这些问题可能会继续对销售构成限制。</blockquote></p><p> However, Nike’s third-quarter earnings report still gives reason for investors to remain optimistic heading into fourth-quarter earnings. The company reported year-over-year digital sales growth of 54% on a currency-neutral basis. Investors will be looking to see whether Nike can maintain momentum in digital and direct-to-consumer sales where it is more profitable.</p><p><blockquote>然而，耐克第三季度财报仍然让投资者有理由对第四季度财报保持乐观。该公司报告称，在货币中性的基础上，数字销售额同比增长54%。投资者将关注耐克能否在利润更高的数字和直接面向消费者的销售领域保持势头。</blockquote></p><p> Of the analysts who cover Nike, 87% rate it a Buy, 10% rate it a Hold, and 3% rate it a Sell with an average price target of $163.68, up 25.9% from Tuesday’s close of $132.39.</p><p><blockquote>在关注耐克的分析师中，87%的分析师将其评级为买入，10%的分析师将其评级为持有，3%的分析师将其评级为卖出，平均目标价为163.68美元，较周二收盘价132.39美元上涨25.9%。</blockquote></p><p> Shares of the sports apparel and equipment company are up 30.72% over the past year compared to a 35.5% gain in theS&amp;P 500index over the same period of time.</p><p><blockquote>这家运动服装和装备公司的股价在过去一年上涨了30.72%，而同期标准普尔500指数上涨了35.5%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nike-earnings-preview-51624392988?siteid=yhoof2\">Barron's</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":{"NKE":"耐克"},"source_url":"https://www.barrons.com/articles/nike-earnings-preview-51624392988?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189714454","content_text":"When Nike reports fiscal fourth-quarter earningson Thursday, investors won’t just be looking for a beat. They’ll also be looking for signs of digital sales growth, improvements in supply chain execution, and, critically, assurance thatgeopolitical risks in China can be contained.\nNike (ticker: NKE) is expected to report a profit of 51 cents during its fiscal fourth quarter after losing 51 cents during the same quarter one year ago. Sales are expected to rise to $11.08 billion, up from $6.3 billion one year ago.\nHitting its numbers won’t be the biggest challenge for Nike, however. Back in March, in response to allegations of using forced labor, Nike announced that it would review its supply chain to assess risks related to the Xinjiang Uyghur Autonomous Region. Subsequently, the company released a statement affirming its code of conduct and confirming it “has not found evidence of employment of Uyghurs.” The move prompted widespread calls to boycott the brand in China, and the boycott may have had an impact: A report from Morningstar found that Nike’s Tmall e-commerce storefront experienced sales declines of 59% in April compared with the previous year.\nAll of this has added a layer of complexity for investors to consider. China has increasingly become an important part of Nike’s future; between 2015 and 2020, China went from accounting for 11% of revenue up to 19%, and it remains one of the fastest-growing regions, consistently outpacing the company’s global top-line growth rate by twofold. Because of the issue, Nike could take a conservative approach to fiscal 2022 guidance, according to UBS analysts, who also lowered fourth-quarter revenue growth projections in China from 25% to 8%.\nChina isn’t the only issue facing Nike. Struggles with supply chain delays hindered Nike’s third-quarter earnings, causing the company to miss out on around $500 million in revenue, according to UBS. And while supply chain execution has likely improved thanks to reduced Covid restrictions, the analysts warned investors to remain cautious about supply chain issues in North America that may continue to pose constraints on sales.\nHowever, Nike’s third-quarter earnings report still gives reason for investors to remain optimistic heading into fourth-quarter earnings. The company reported year-over-year digital sales growth of 54% on a currency-neutral basis. Investors will be looking to see whether Nike can maintain momentum in digital and direct-to-consumer sales where it is more profitable.\nOf the analysts who cover Nike, 87% rate it a Buy, 10% rate it a Hold, and 3% rate it a Sell with an average price target of $163.68, up 25.9% from Tuesday’s close of $132.39.\nShares of the sports apparel and equipment company are up 30.72% over the past year compared to a 35.5% gain in theS&P 500index over the same period of time.","news_type":1,"symbols_score_info":{"NKE":0.9}},"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166423147,"gmtCreate":1624023301589,"gmtModify":1634023979462,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"Red!","listText":"Red!","text":"Red!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/166423147","repostId":"1118271544","repostType":4,"repost":{"id":"1118271544","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":1624023029,"share":"https://www.laohu8.com/m/news/1118271544?lang=zh_CN&edition=full","pubTime":"2021-06-18 21:30","market":"us","language":"en","title":"Dow drops 400 points at the open, extending losses in its worst week since January<blockquote>道琼斯指数开盘下跌400点，延续1月份以来最糟糕的一周跌幅</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118271544","media":"Tiger Newspress","summary":"U.S. stocks fell on Friday with the Dow Jones Industrial Average on pace to post its worst week sinc","content":"<p>U.S. stocks fell on Friday with the Dow Jones Industrial Average on pace to post its worst week since January, as bank shares led the market sell-off after the Federal Reserve's latest policy update.</p><p><blockquote>美国股市周五下跌，道琼斯工业平均指数有望创下1月份以来最糟糕的一周，美联储最新政策更新后，银行股领跌市场。</blockquote></p><p> The blue-chip average dropped 400 points, bringing its week-to-date losses to 2.8% The S&amp;P 500 fell 0.8%, pushing its loss this week to more than 1%. The tech-heavy Nasdaq Composite dipped 0.5%.</p><p><blockquote>蓝筹股平均指数下跌400点，本周迄今跌幅达到2.8%。标普500下跌0.8%，本周跌幅超过1%。以科技股为主的纳斯达克综合指数下跌0.5%。</blockquote></p><p> Stocks extended their losses asSt. Louis Fed President Jim Bullard said on CNBCthat it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022.</p><p><blockquote>股市扩大跌幅。路易斯联储主席Jim Bullard在CNBC上表示，美联储本周倾向于稍微“鹰派”是很自然的，央行首次加息可能会在2022年进行。</blockquote></p><p> Wall Street registered losses as the Federal Reserve on Wednesday afternoon added two rate hikes to its 2023 forecast and increased its inflation projection for the year.</p><p><blockquote>周三下午，美联储在2023年预测中增加了两次加息，并上调了今年的通胀预测，华尔街出现下跌。</blockquote></p><p> The decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve&nbsp;where the yields of shorter-duration Treasurys, like the&nbsp;2-year note, rose, while longer duration yields, such as the benchmark 10-year, fell.&nbsp;The retreat in long-dated bonds reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.</p><p><blockquote>股市下跌之际，美联储的行动导致所谓的国债收益率曲线急剧变平，2年期国债等短期国债收益率上升，而基准10年期国债等长期国债收益率下降。长期债券的回落反映了对经济增长的不太乐观，而短端收益率的跃升则显示了对美联储加息的预期。</blockquote></p><p> This phenomenon is hurting bank stocks particularly as bank earnings could take a hit when the spread between short-term and long-term rates narrows. Goldman Sachs shares fell more than 1% Friday, while JPMorgan and Morgan Stanley also traded in the red.</p><p><blockquote>这种现象正在损害银行股，特别是当短期和长期利率之间的利差缩小时，银行盈利可能会受到打击。高盛股价周五下跌超过1%，摩根大通和摩根士丹利也出现亏损。</blockquote></p><p> Fed Chairman Jerome Powell said on Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.</p><p><blockquote>美联储主席鲍威尔周三表示，官员们已经讨论了缩减债券购买，并将在某个时候开始放缓资产购买。</blockquote></p><p> \"Investors may be interpreting the Fed's hawkish tilt Wednesday as a sign that an extended US post-pandemic economic expansion may be a bit harder to achieve in a potentially emerging environment of less accommodative monetary policy,\" said Goldman Sachs' Chris Hussey in a note.</p><p><blockquote>高盛(Goldman Sachs)的克里斯·赫西(Chris Hussey)在一份报告中表示：“投资者可能将美联储周三的鹰派倾向解读为一个迹象，表明在可能出现的货币政策不太宽松的环境下，美国大流行后经济扩张可能更难实现。”</blockquote></p><p> Most commodities prices rebounded a bit on Friday followingsharp declines this week&nbsp;as China attempts to cool rising prices and the U.S. dollar strengthens. Futures prices for copper, gold, and platinum rebounded Friday, but were still down big for the week.</p><p><blockquote>由于中国试图冷却不断上涨的物价和美元走强，大多数大宗商品价格在本周大幅下跌后，周五略有反弹。铜、黄金和铂的期货价格周五反弹，但本周仍大幅下跌。</blockquote></p><p> Chip stocks, which have had a good week, looked set to continue their run on Friday with shares of Nvidia higher by about 1%.</p><p><blockquote>本周表现良好的芯片股周五似乎将继续上涨，英伟达股价上涨约1%。</blockquote></p><p> Adobe shares gained about 3% after earnings and revenue topped estimates.</p><p><blockquote>盈利和收入超出预期后，Adobe股价上涨约3%。</blockquote></p><p> Friday also coincides with the quarterly \"quadruple witching\" where options and futures on indexes and equities expire. Many expect trading to be more volatile in light of this event.</p><p><blockquote>周五也恰逢季度“四重巫术”，指数和股票的期权和期货到期。许多人预计，鉴于这一事件，交易将更加波动。</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>Dow drops 400 points at the open, extending losses in its worst week since January<blockquote>道琼斯指数开盘下跌400点，延续1月份以来最糟糕的一周跌幅</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\">\nDow drops 400 points at the open, extending losses in its worst week since January<blockquote>道琼斯指数开盘下跌400点，延续1月份以来最糟糕的一周跌幅</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\">2021-06-18 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks fell on Friday with the Dow Jones Industrial Average on pace to post its worst week since January, as bank shares led the market sell-off after the Federal Reserve's latest policy update.</p><p><blockquote>美国股市周五下跌，道琼斯工业平均指数有望创下1月份以来最糟糕的一周，美联储最新政策更新后，银行股领跌市场。</blockquote></p><p> The blue-chip average dropped 400 points, bringing its week-to-date losses to 2.8% The S&amp;P 500 fell 0.8%, pushing its loss this week to more than 1%. The tech-heavy Nasdaq Composite dipped 0.5%.</p><p><blockquote>蓝筹股平均指数下跌400点，本周迄今跌幅达到2.8%。标普500下跌0.8%，本周跌幅超过1%。以科技股为主的纳斯达克综合指数下跌0.5%。</blockquote></p><p> Stocks extended their losses asSt. Louis Fed President Jim Bullard said on CNBCthat it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022.</p><p><blockquote>股市扩大跌幅。路易斯联储主席Jim Bullard在CNBC上表示，美联储本周倾向于稍微“鹰派”是很自然的，央行首次加息可能会在2022年进行。</blockquote></p><p> Wall Street registered losses as the Federal Reserve on Wednesday afternoon added two rate hikes to its 2023 forecast and increased its inflation projection for the year.</p><p><blockquote>周三下午，美联储在2023年预测中增加了两次加息，并上调了今年的通胀预测，华尔街出现下跌。</blockquote></p><p> The decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve&nbsp;where the yields of shorter-duration Treasurys, like the&nbsp;2-year note, rose, while longer duration yields, such as the benchmark 10-year, fell.&nbsp;The retreat in long-dated bonds reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.</p><p><blockquote>股市下跌之际，美联储的行动导致所谓的国债收益率曲线急剧变平，2年期国债等短期国债收益率上升，而基准10年期国债等长期国债收益率下降。长期债券的回落反映了对经济增长的不太乐观，而短端收益率的跃升则显示了对美联储加息的预期。</blockquote></p><p> This phenomenon is hurting bank stocks particularly as bank earnings could take a hit when the spread between short-term and long-term rates narrows. Goldman Sachs shares fell more than 1% Friday, while JPMorgan and Morgan Stanley also traded in the red.</p><p><blockquote>这种现象正在损害银行股，特别是当短期和长期利率之间的利差缩小时，银行盈利可能会受到打击。高盛股价周五下跌超过1%，摩根大通和摩根士丹利也出现亏损。</blockquote></p><p> Fed Chairman Jerome Powell said on Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.</p><p><blockquote>美联储主席鲍威尔周三表示，官员们已经讨论了缩减债券购买，并将在某个时候开始放缓资产购买。</blockquote></p><p> \"Investors may be interpreting the Fed's hawkish tilt Wednesday as a sign that an extended US post-pandemic economic expansion may be a bit harder to achieve in a potentially emerging environment of less accommodative monetary policy,\" said Goldman Sachs' Chris Hussey in a note.</p><p><blockquote>高盛(Goldman Sachs)的克里斯·赫西(Chris Hussey)在一份报告中表示：“投资者可能将美联储周三的鹰派倾向解读为一个迹象，表明在可能出现的货币政策不太宽松的环境下，美国大流行后经济扩张可能更难实现。”</blockquote></p><p> Most commodities prices rebounded a bit on Friday followingsharp declines this week&nbsp;as China attempts to cool rising prices and the U.S. dollar strengthens. Futures prices for copper, gold, and platinum rebounded Friday, but were still down big for the week.</p><p><blockquote>由于中国试图冷却不断上涨的物价和美元走强，大多数大宗商品价格在本周大幅下跌后，周五略有反弹。铜、黄金和铂的期货价格周五反弹，但本周仍大幅下跌。</blockquote></p><p> Chip stocks, which have had a good week, looked set to continue their run on Friday with shares of Nvidia higher by about 1%.</p><p><blockquote>本周表现良好的芯片股周五似乎将继续上涨，英伟达股价上涨约1%。</blockquote></p><p> Adobe shares gained about 3% after earnings and revenue topped estimates.</p><p><blockquote>盈利和收入超出预期后，Adobe股价上涨约3%。</blockquote></p><p> Friday also coincides with the quarterly \"quadruple witching\" where options and futures on indexes and equities expire. Many expect trading to be more volatile in light of this event.</p><p><blockquote>周五也恰逢季度“四重巫术”，指数和股票的期权和期货到期。许多人预计，鉴于这一事件，交易将更加波动。</blockquote></p><p></p>\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"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118271544","content_text":"U.S. stocks fell on Friday with the Dow Jones Industrial Average on pace to post its worst week since January, as bank shares led the market sell-off after the Federal Reserve's latest policy update.\nThe blue-chip average dropped 400 points, bringing its week-to-date losses to 2.8% The S&P 500 fell 0.8%, pushing its loss this week to more than 1%. The tech-heavy Nasdaq Composite dipped 0.5%.\nStocks extended their losses asSt. Louis Fed President Jim Bullard said on CNBCthat it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022.\nWall Street registered losses as the Federal Reserve on Wednesday afternoon added two rate hikes to its 2023 forecast and increased its inflation projection for the year.\nThe decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve where the yields of shorter-duration Treasurys, like the 2-year note, rose, while longer duration yields, such as the benchmark 10-year, fell. The retreat in long-dated bonds reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.\nThis phenomenon is hurting bank stocks particularly as bank earnings could take a hit when the spread between short-term and long-term rates narrows. Goldman Sachs shares fell more than 1% Friday, while JPMorgan and Morgan Stanley also traded in the red.\nFed Chairman Jerome Powell said on Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.\n\"Investors may be interpreting the Fed's hawkish tilt Wednesday as a sign that an extended US post-pandemic economic expansion may be a bit harder to achieve in a potentially emerging environment of less accommodative monetary policy,\" said Goldman Sachs' Chris Hussey in a note.\nMost commodities prices rebounded a bit on Friday followingsharp declines this week as China attempts to cool rising prices and the U.S. dollar strengthens. Futures prices for copper, gold, and platinum rebounded Friday, but were still down big for the week.\nChip stocks, which have had a good week, looked set to continue their run on Friday with shares of Nvidia higher by about 1%.\nAdobe shares gained about 3% after earnings and revenue topped estimates.\nFriday also coincides with the quarterly \"quadruple witching\" where options and futures on indexes and equities expire. Many expect trading to be more volatile in light of this event.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182251431,"gmtCreate":1623581012223,"gmtModify":1634031441575,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182251431","repostId":"1118102755","repostType":4,"repost":{"id":"1118102755","kind":"news","pubTimestamp":1623469189,"share":"https://www.laohu8.com/m/news/1118102755?lang=zh_CN&edition=full","pubTime":"2021-06-12 11:39","market":"us","language":"en","title":"Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare<blockquote>不要被愚弄了——通货膨胀对股市投资者来说是一个很大的风险。以下是如何准备</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118102755","media":"MarketWatch","summary":"Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank ","content":"<p>  <b>Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.</b>  Don’t be fooled by the placid response to the highest inflation rate in over a decade. Inflation will remain elevated enough to shake up the stock market, possibly causing a selloff as much as 15%. You need to prepare now.</p><p><blockquote><b>迈克尔·布拉什(Michael Brush)就如何在债券收益率上升和央行减少刺激措施时避免犯错误提出了建议。</b>不要被对十多年来最高通胀率的平静反应所迷惑。通胀将保持在足以撼动股市的高位，可能导致高达15%的抛售。你现在需要准备。</blockquote></p><p> The reason: Persistently high inflation will move the 10-year Treasury yield to 2% and get the Federal Reserve to start tapering its stimulus by the end of the year. Both will rattle the stock market.</p><p><blockquote>原因是：持续的高通胀将使10年期国债收益率升至2%，并让美联储在年底前开始缩减刺激措施。两者都会扰乱股市。</blockquote></p><p> The government said June 10 that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%.</p><p><blockquote>政府6月10日表示，5月份生活成本飙升，推动通胀率升至5%的13年高点。</blockquote></p><p> What should you do? Probably the opposite of what you are thinking. Before we get to that, here is a look at the two key events for stocks — in the bond market and at the Fed — between today and the end of the year.</p><p><blockquote>你该怎么办？可能和你想的正好相反。在我们讨论这个问题之前，我们先来看看从今天到年底之间股市的两个关键事件——债券市场和美联储。</blockquote></p><p> <b>Rising yields</b></p><p><blockquote><b>收益率上升</b></blockquote></p><p> Remember how the stock market freaked out earlier this year when the 10-year Treasury yield TMUBMUSD10Y,1.452%&nbsp;moved up to around 1.7%? Well, expect a repeat. Only worse.</p><p><blockquote>还记得今年早些时候，当10年期国债收益率TMUBMUSD10Y, 1.452%升至1.7%左右时，股市是如何恐慌的吗？好吧，期待重演。只会更糟。</blockquote></p><p> “We suspect that inflation in the U.S. will prove more persistent than investors currently appear to anticipate,” says Capital Economics economist Franziska Palmas, citing the tight labor market and wage growth. Her research group puts the 10-year yield at 2.25% by the end of this year, and 2.5% by the end of 2022.</p><p><blockquote>凯投宏观(Capital Economics)经济学家弗兰齐斯卡·帕尔马斯(Franziska Palmas)以劳动力市场紧张和工资增长为由表示：“我们怀疑美国的通胀将比投资者目前预期的更加持久。”她的研究小组预计今年年底10年期国债收益率为2.25%，2022年底为2.5%。</blockquote></p><p> That’ll be a big move from the current level of 1.5%. Stock investors tend to panic when interest rates rise a lot.</p><p><blockquote>与目前1.5%的水平相比，这将是一个很大的变化。当利率大幅上升时，股票投资者往往会感到恐慌。</blockquote></p><p> <b>Fed tapering</b></p><p><blockquote><b>美联储缩减规模</b></blockquote></p><p> Fed Chairman Jerome Powell has downplayed the need for tapering the central bank’s bond purchases to keep yields low. But half of the 12 members of the Federal Open Market Committee&nbsp;(FOMC) have recently said they’re ready to start talking about tapering. The FOMC is the Fed branch that sets monetary policy.</p><p><blockquote>美联储主席鲍威尔淡化了央行缩减购债规模以保持低收益率的必要性。但联邦公开市场委员会（FOMC）12名成员中有一半最近表示，他们准备开始讨论缩减规模。FOMC是美联储制定货币政策的分支机构。</blockquote></p><p> “It will be increasingly hard for Powell to claim the economy needs to make ‘substantial further progress’ toward achieving maximum employment before the Fed starts talking about talking about tapering,” says Ed Yardeni, author of Predicting the Markets and head of Yardeni Research. Powell has repeatedly said the Fed is awaiting “substantial further progress” in the economy before terminating its stimulus.</p><p><blockquote>《预测市场》一书的作者兼亚德尼研究主管埃德·亚德尼(Ed Yardeni)表示：“在美联储开始谈论缩减规模之前，鲍威尔越来越难以声称经济需要在实现最大就业方面取得‘实质性的进一步进展’。”鲍威尔多次表示，美联储正在等待经济取得“实质性的进一步进展”，然后再终止刺激措施。</blockquote></p><p> “Given the performance of the economy, it is reasonable to expect they will start to taper before end of year, and a few months later they will start to raise the federal funds rate,” predicts Yardeni.</p><p><blockquote>亚德尼预测：“鉴于经济表现，有理由预计他们将在年底前开始缩减规模，几个月后他们将开始提高联邦基金利率。”</blockquote></p><p> He thinks the Fed will announce a decision to start tapering in its July meeting. Tapering refers to a reduction in bond purchases by the Fed. This tightens the money supply to put the brakes on growth. Once purchases go to zero, the Fed moves on to cutting rates.</p><p><blockquote>他认为美联储将在7月会议上宣布开始缩减规模的决定。Tapering是指美联储缩减购债规模。这收紧了货币供应，抑制了经济增长。一旦购买量降至零，美联储就会继续降息。</blockquote></p><p> As we know, tapering causes a “taper tantrum” in the stock market, meaning a sharp selloff in indices like the S&amp;P 500 SPX,+0.19%,&nbsp;the Dow Jones Industrial Average DJIA,+0.04%&nbsp;and Nasdaq COMP,+0.35%.</p><p><blockquote>众所周知，缩减规模会导致股市出现“缩减恐慌”，这意味着标普500 SPX指数+0.19%、道琼斯工业平均指数道琼斯指数+0.04%和纳斯达克综合指数+0.35%等指数大幅抛售。</blockquote></p><p> <b>How to prepare</b></p><p><blockquote><b>如何准备</b></blockquote></p><p> When considering how to position for the probable selloff caused by rising bond yields and Fed tightening, the key things to remember is why these things are happening in the first place, and what history tells us about how stocks behave.</p><p><blockquote>在考虑如何为债券收益率上升和美联储紧缩政策可能引发的抛售做好准备时，要记住的关键事情是为什么会发生这些事情，以及历史告诉我们股票的表现。</blockquote></p><p> The consensus view is that tapering and rising bond yields kill off economic growth and the bull market in stocks. But this isn’t actually true.</p><p><blockquote>人们普遍认为，缩减购债规模和债券收益率上升会扼杀经济增长和股市牛市。但这实际上不是真的。</blockquote></p><p> Yes, initially, tightening can make stocks fall — or churn sideways, at best. But then stocks shake it off and move higher as the bull market continues. This makes sense, because the tightening is happening for good reasons that help companies — strong economic growth. This pushes earnings a lot higher, which resets valuations lower — back down to levels investors feel comfortable with.</p><p><blockquote>是的，最初，紧缩可能会导致股市下跌——或者充其量是横盘震荡。但随着牛市的持续，股市摆脱了这一局面并走高。这是有道理的，因为紧缩的发生是有帮助企业的充分理由的——强劲的经济增长。这大幅推高了盈利，从而将估值重置为较低——回落到投资者感到满意的水平。</blockquote></p><p> “Tapering is part and parcel of a recovery,” says Leuthold market strategist Jim Paulsen. “It is a response to successful policy and a rebound in the economy. It is a natural part of the bull market that allows the market to go higher. It’s a healthy development.”</p><p><blockquote>Leuthold市场策略师吉姆·保尔森(Jim Paulsen)表示：“缩减规模是复苏的重要组成部分。”“这是对成功政策和经济反弹的回应。这是牛市的自然组成部分，允许市场走高。这是一种健康的发展。”</blockquote></p><p> Looking through all the market fireworks that may lie ahead, Paulsen thinks underlying economic growth will push S&amp;P 500 earnings up to $220 by the end of the year. Assuming the S&amp;P 500 is at current levels or a little bit lower, that would bring the index’s price-to-earnings (P/E) ratio down to 18-19 — which is near or below the average since 1990. “That sets up the next leg of the bull market,” he says.</p><p><blockquote>纵观未来可能出现的所有市场亮点，保尔森认为潜在的经济增长将推动标普500的盈利在年底前达到220美元。假设标普500处于当前水平或略低，这将使该指数的市盈率(P/E)降至18-19——接近或低于1990年以来的平均水平。“这为牛市的下一阶段奠定了基础，”他说。</blockquote></p><p> <b>Your five-point game plan</b></p><p><blockquote><b>你的五点游戏计划</b></blockquote></p><p> <b>1. Do not go to “defensives”</b></p><p><blockquote><b>1.不要去“防御性”</b></blockquote></p><p></p><p> When people see stock market turbulence, the knee-jerk reaction is to go for the “stability” of defensive names like utilities and consumer staples. But that would be a mistake. You want to go to defensives when the economy is slowing or contracting, not when it is strong. Another problem is that defensive names pay yield. So, like bonds, they get hit by rising interest rates, which devalue dividends — and dividend-paying stocks and bonds.</p><p><blockquote>当人们看到股市动荡时，下意识的反应是追求公用事业和必需消费品等防御性股票的“稳定性”。但那将是一个错误。当经济放缓或收缩时，你想采取防御措施，而不是当经济强劲时。另一个问题是防御性名称需要支付收益。因此，与债券一样，它们也会受到利率上升的打击，利率上升会使股息以及支付股息的股票和债券贬值。</blockquote></p><p> “The best way to protect yourself is to tie your portfolio to the overheated economy. That is where the best profit growth and profit leverage is,” says Paulsen. “You do not get that with defensives.”</p><p><blockquote>“保护自己的最佳方式是将您的投资组合与过热的经济挂钩。这是最佳利润增长和利润杠杆的地方，”保尔森说。“防御性药物是不会有这种感觉的。”</blockquote></p><p> <b>2. Go with companies that benefit from growth</b></p><p><blockquote><b>2.与受益于增长的公司同行</b></blockquote></p><p> Since rapid economic growth is causing the tapering — and the growth is usually not killed off by tightening — stocks linked to growth typically are the best place to be. This means cyclicals like industrials, basic materials consumer names, small-caps and international stocks. “Slower growth consumer staples and utilities won’t keep up with growth areas of the market,” says Paulsen.</p><p><blockquote>由于快速的经济增长正在导致缩减规模——而且增长通常不会被紧缩扼杀——与增长相关的股票通常是最好的选择。这意味着周期性股票，如工业股、基础材料消费股、小盘股和国际股票。保尔森表示：“消费必需品和公用事业增长放缓将无法跟上市场增长领域的步伐。”</blockquote></p><p> I first suggested Lindblad Expeditions LIND,+0.17%&nbsp;and Cardlytics CDLX,+4.54%&nbsp;and in my stock letter, Brush Up on Stocks (the link to my site is in the bio, below) in September 2020 and November 2019. I still like and own both even though they are up 48% and 157% — or two to four times the S&amp;P 500. Recent insider buying confirms they are buys and holds around current levels. Plus, both are cyclical names. Cardlytics helps credit card companies understand customer buying patterns for marketing purposes. Lindblad offers specialized cruise adventures to exotic locales. Both benefit from economic growth that powers more consumer spending.</p><p><blockquote>我首先建议Lindblad Expeditions LIND，+0.17%和Cardlytics CDLX，+4.54%，并在我的股票信中，在2020年9月和2019年11月重温股票（我网站的链接在下面的简历中）。尽管它们的股价分别上涨了48%和157%，即标普500的两到四倍，但我仍然喜欢并拥有这两家公司。最近的内部买入证实了他们在当前水平附近买入并持有。另外，两者都是循环名称。Cardlytics帮助信用卡公司出于营销目的了解客户购买模式。Lindblad提供专门的异国情调的邮轮冒险。两者都受益于推动更多消费者支出的经济增长。</blockquote></p><p> <b>3. Do not get out of stocks</b></p><p><blockquote><b>3、不脱销库存</b></blockquote></p><p> If you think a selloff is coming, it might be tempting to try to get out of stocks right before that, to buy back after the weakness happens. But this is a lot harder than you think. In fact, it is almost impossible to get the timing right, say market veterans.</p><p><blockquote>如果您认为抛售即将到来，那么在此之前尝试卖出股票，并在疲软发生后回购股票可能很诱人。但这比你想象的要困难得多。市场资深人士表示，事实上，几乎不可能把握好时机。</blockquote></p><p> “You have to make two smart decisions,” says Yardeni. “You have to get out just before the correction and then you have to decide when to get back in. I don’t know of too many people that can do that consistently.”</p><p><blockquote>“你必须做出两个明智的决定，”亚德尼说。“你必须在修正之前退出，然后你必须决定何时重新加入。我不知道有多少人能始终如一地做到这一点。”</blockquote></p><p> Market timers often get out and don’t get back in, and they miss the next leg up. “You can get yourself into trouble trying to avoid the correction,” says Paulsen.</p><p><blockquote>市场计时器通常会退出，不会再回来，他们会错过下一轮上涨。“试图避免调整可能会给自己带来麻烦，”保尔森说。</blockquote></p><p> <b>4. Do not own bonds</b></p><p><blockquote><b>4.不持有债券</b></blockquote></p><p> Bond yields will be 2% or higher by the end of year. So don’t own bonds, whose prices fall when yields rise — unless you simply plan to hold to maturity to collect the income.</p><p><blockquote>到年底，债券收益率将达到2%或更高。因此，不要持有债券，当收益率上升时，债券的价格就会下跌——除非您只是计划持有至到期以收取收入。</blockquote></p><p> <b>5. Go with financials</b></p><p><blockquote><b>5.选择财务</b></blockquote></p><p> Strong economies typically make the yield curve more upward sloping, meaning that long-term interest rates on 10-year Treasuries rise a lot faster than short-term interest rates. Since banks borrow at the short end and lend at the long end, steepening yield curves help them.</p><p><blockquote>强劲的经济体通常会使收益率曲线更加向上倾斜，这意味着10年期国债的长期利率上升速度远快于短期利率。由于银行在短端借款，在长端放贷，陡峭的收益率曲线对它们有帮助。</blockquote></p><p> The strong economy will also help banks release reserves and lower provisions for loan losses, both of which can boost earnings, points out Yardeni. Both JPMorgan Chase JPM,-0.07%&nbsp;and Bank of America BAC,+0.41%&nbsp;are up over twice as much as the S&amp;P 500 since I suggested them in my stock letter last August. But they still look attractive. Recent pattern buying by smart insiders among smaller banks confirms the sector is still one to own, despite the strength over the past few quarters.</p><p><blockquote>亚德尼指出，强劲的经济还将帮助银行释放准备金并降低贷款损失准备金，这两者都可以提高收益。自从我去年8月在股票信中提出建议以来，摩根大通JPM(-0.07%)和美国银行BAC(+0.41%)的涨幅都是标普500的两倍多。但它们看起来仍然很有吸引力。小型银行中聪明的内部人士最近的买入模式证实，尽管过去几个季度表现强劲，但该行业仍然值得持有。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare<blockquote>不要被愚弄了——通货膨胀对股市投资者来说是一个很大的风险。以下是如何准备</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 be fooled — inflation is a big risk for stock market investors. Here’s how to prepare<blockquote>不要被愚弄了——通货膨胀对股市投资者来说是一个很大的风险。以下是如何准备</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-12 11:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.</b>  Don’t be fooled by the placid response to the highest inflation rate in over a decade. Inflation will remain elevated enough to shake up the stock market, possibly causing a selloff as much as 15%. You need to prepare now.</p><p><blockquote><b>迈克尔·布拉什(Michael Brush)就如何在债券收益率上升和央行减少刺激措施时避免犯错误提出了建议。</b>不要被对十多年来最高通胀率的平静反应所迷惑。通胀将保持在足以撼动股市的高位，可能导致高达15%的抛售。你现在需要准备。</blockquote></p><p> The reason: Persistently high inflation will move the 10-year Treasury yield to 2% and get the Federal Reserve to start tapering its stimulus by the end of the year. Both will rattle the stock market.</p><p><blockquote>原因是：持续的高通胀将使10年期国债收益率升至2%，并让美联储在年底前开始缩减刺激措施。两者都会扰乱股市。</blockquote></p><p> The government said June 10 that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%.</p><p><blockquote>政府6月10日表示，5月份生活成本飙升，推动通胀率升至5%的13年高点。</blockquote></p><p> What should you do? Probably the opposite of what you are thinking. Before we get to that, here is a look at the two key events for stocks — in the bond market and at the Fed — between today and the end of the year.</p><p><blockquote>你该怎么办？可能和你想的正好相反。在我们讨论这个问题之前，我们先来看看从今天到年底之间股市的两个关键事件——债券市场和美联储。</blockquote></p><p> <b>Rising yields</b></p><p><blockquote><b>收益率上升</b></blockquote></p><p> Remember how the stock market freaked out earlier this year when the 10-year Treasury yield TMUBMUSD10Y,1.452%&nbsp;moved up to around 1.7%? Well, expect a repeat. Only worse.</p><p><blockquote>还记得今年早些时候，当10年期国债收益率TMUBMUSD10Y, 1.452%升至1.7%左右时，股市是如何恐慌的吗？好吧，期待重演。只会更糟。</blockquote></p><p> “We suspect that inflation in the U.S. will prove more persistent than investors currently appear to anticipate,” says Capital Economics economist Franziska Palmas, citing the tight labor market and wage growth. Her research group puts the 10-year yield at 2.25% by the end of this year, and 2.5% by the end of 2022.</p><p><blockquote>凯投宏观(Capital Economics)经济学家弗兰齐斯卡·帕尔马斯(Franziska Palmas)以劳动力市场紧张和工资增长为由表示：“我们怀疑美国的通胀将比投资者目前预期的更加持久。”她的研究小组预计今年年底10年期国债收益率为2.25%，2022年底为2.5%。</blockquote></p><p> That’ll be a big move from the current level of 1.5%. Stock investors tend to panic when interest rates rise a lot.</p><p><blockquote>与目前1.5%的水平相比，这将是一个很大的变化。当利率大幅上升时，股票投资者往往会感到恐慌。</blockquote></p><p> <b>Fed tapering</b></p><p><blockquote><b>美联储缩减规模</b></blockquote></p><p> Fed Chairman Jerome Powell has downplayed the need for tapering the central bank’s bond purchases to keep yields low. But half of the 12 members of the Federal Open Market Committee&nbsp;(FOMC) have recently said they’re ready to start talking about tapering. The FOMC is the Fed branch that sets monetary policy.</p><p><blockquote>美联储主席鲍威尔淡化了央行缩减购债规模以保持低收益率的必要性。但联邦公开市场委员会（FOMC）12名成员中有一半最近表示，他们准备开始讨论缩减规模。FOMC是美联储制定货币政策的分支机构。</blockquote></p><p> “It will be increasingly hard for Powell to claim the economy needs to make ‘substantial further progress’ toward achieving maximum employment before the Fed starts talking about talking about tapering,” says Ed Yardeni, author of Predicting the Markets and head of Yardeni Research. Powell has repeatedly said the Fed is awaiting “substantial further progress” in the economy before terminating its stimulus.</p><p><blockquote>《预测市场》一书的作者兼亚德尼研究主管埃德·亚德尼(Ed Yardeni)表示：“在美联储开始谈论缩减规模之前，鲍威尔越来越难以声称经济需要在实现最大就业方面取得‘实质性的进一步进展’。”鲍威尔多次表示，美联储正在等待经济取得“实质性的进一步进展”，然后再终止刺激措施。</blockquote></p><p> “Given the performance of the economy, it is reasonable to expect they will start to taper before end of year, and a few months later they will start to raise the federal funds rate,” predicts Yardeni.</p><p><blockquote>亚德尼预测：“鉴于经济表现，有理由预计他们将在年底前开始缩减规模，几个月后他们将开始提高联邦基金利率。”</blockquote></p><p> He thinks the Fed will announce a decision to start tapering in its July meeting. Tapering refers to a reduction in bond purchases by the Fed. This tightens the money supply to put the brakes on growth. Once purchases go to zero, the Fed moves on to cutting rates.</p><p><blockquote>他认为美联储将在7月会议上宣布开始缩减规模的决定。Tapering是指美联储缩减购债规模。这收紧了货币供应，抑制了经济增长。一旦购买量降至零，美联储就会继续降息。</blockquote></p><p> As we know, tapering causes a “taper tantrum” in the stock market, meaning a sharp selloff in indices like the S&amp;P 500 SPX,+0.19%,&nbsp;the Dow Jones Industrial Average DJIA,+0.04%&nbsp;and Nasdaq COMP,+0.35%.</p><p><blockquote>众所周知，缩减规模会导致股市出现“缩减恐慌”，这意味着标普500 SPX指数+0.19%、道琼斯工业平均指数道琼斯指数+0.04%和纳斯达克综合指数+0.35%等指数大幅抛售。</blockquote></p><p> <b>How to prepare</b></p><p><blockquote><b>如何准备</b></blockquote></p><p> When considering how to position for the probable selloff caused by rising bond yields and Fed tightening, the key things to remember is why these things are happening in the first place, and what history tells us about how stocks behave.</p><p><blockquote>在考虑如何为债券收益率上升和美联储紧缩政策可能引发的抛售做好准备时，要记住的关键事情是为什么会发生这些事情，以及历史告诉我们股票的表现。</blockquote></p><p> The consensus view is that tapering and rising bond yields kill off economic growth and the bull market in stocks. But this isn’t actually true.</p><p><blockquote>人们普遍认为，缩减购债规模和债券收益率上升会扼杀经济增长和股市牛市。但这实际上不是真的。</blockquote></p><p> Yes, initially, tightening can make stocks fall — or churn sideways, at best. But then stocks shake it off and move higher as the bull market continues. This makes sense, because the tightening is happening for good reasons that help companies — strong economic growth. This pushes earnings a lot higher, which resets valuations lower — back down to levels investors feel comfortable with.</p><p><blockquote>是的，最初，紧缩可能会导致股市下跌——或者充其量是横盘震荡。但随着牛市的持续，股市摆脱了这一局面并走高。这是有道理的，因为紧缩的发生是有帮助企业的充分理由的——强劲的经济增长。这大幅推高了盈利，从而将估值重置为较低——回落到投资者感到满意的水平。</blockquote></p><p> “Tapering is part and parcel of a recovery,” says Leuthold market strategist Jim Paulsen. “It is a response to successful policy and a rebound in the economy. It is a natural part of the bull market that allows the market to go higher. It’s a healthy development.”</p><p><blockquote>Leuthold市场策略师吉姆·保尔森(Jim Paulsen)表示：“缩减规模是复苏的重要组成部分。”“这是对成功政策和经济反弹的回应。这是牛市的自然组成部分，允许市场走高。这是一种健康的发展。”</blockquote></p><p> Looking through all the market fireworks that may lie ahead, Paulsen thinks underlying economic growth will push S&amp;P 500 earnings up to $220 by the end of the year. Assuming the S&amp;P 500 is at current levels or a little bit lower, that would bring the index’s price-to-earnings (P/E) ratio down to 18-19 — which is near or below the average since 1990. “That sets up the next leg of the bull market,” he says.</p><p><blockquote>纵观未来可能出现的所有市场亮点，保尔森认为潜在的经济增长将推动标普500的盈利在年底前达到220美元。假设标普500处于当前水平或略低，这将使该指数的市盈率(P/E)降至18-19——接近或低于1990年以来的平均水平。“这为牛市的下一阶段奠定了基础，”他说。</blockquote></p><p> <b>Your five-point game plan</b></p><p><blockquote><b>你的五点游戏计划</b></blockquote></p><p> <b>1. Do not go to “defensives”</b></p><p><blockquote><b>1.不要去“防御性”</b></blockquote></p><p></p><p> When people see stock market turbulence, the knee-jerk reaction is to go for the “stability” of defensive names like utilities and consumer staples. But that would be a mistake. You want to go to defensives when the economy is slowing or contracting, not when it is strong. Another problem is that defensive names pay yield. So, like bonds, they get hit by rising interest rates, which devalue dividends — and dividend-paying stocks and bonds.</p><p><blockquote>当人们看到股市动荡时，下意识的反应是追求公用事业和必需消费品等防御性股票的“稳定性”。但那将是一个错误。当经济放缓或收缩时，你想采取防御措施，而不是当经济强劲时。另一个问题是防御性名称需要支付收益。因此，与债券一样，它们也会受到利率上升的打击，利率上升会使股息以及支付股息的股票和债券贬值。</blockquote></p><p> “The best way to protect yourself is to tie your portfolio to the overheated economy. That is where the best profit growth and profit leverage is,” says Paulsen. “You do not get that with defensives.”</p><p><blockquote>“保护自己的最佳方式是将您的投资组合与过热的经济挂钩。这是最佳利润增长和利润杠杆的地方，”保尔森说。“防御性药物是不会有这种感觉的。”</blockquote></p><p> <b>2. Go with companies that benefit from growth</b></p><p><blockquote><b>2.与受益于增长的公司同行</b></blockquote></p><p> Since rapid economic growth is causing the tapering — and the growth is usually not killed off by tightening — stocks linked to growth typically are the best place to be. This means cyclicals like industrials, basic materials consumer names, small-caps and international stocks. “Slower growth consumer staples and utilities won’t keep up with growth areas of the market,” says Paulsen.</p><p><blockquote>由于快速的经济增长正在导致缩减规模——而且增长通常不会被紧缩扼杀——与增长相关的股票通常是最好的选择。这意味着周期性股票，如工业股、基础材料消费股、小盘股和国际股票。保尔森表示：“消费必需品和公用事业增长放缓将无法跟上市场增长领域的步伐。”</blockquote></p><p> I first suggested Lindblad Expeditions LIND,+0.17%&nbsp;and Cardlytics CDLX,+4.54%&nbsp;and in my stock letter, Brush Up on Stocks (the link to my site is in the bio, below) in September 2020 and November 2019. I still like and own both even though they are up 48% and 157% — or two to four times the S&amp;P 500. Recent insider buying confirms they are buys and holds around current levels. Plus, both are cyclical names. Cardlytics helps credit card companies understand customer buying patterns for marketing purposes. Lindblad offers specialized cruise adventures to exotic locales. Both benefit from economic growth that powers more consumer spending.</p><p><blockquote>我首先建议Lindblad Expeditions LIND，+0.17%和Cardlytics CDLX，+4.54%，并在我的股票信中，在2020年9月和2019年11月重温股票（我网站的链接在下面的简历中）。尽管它们的股价分别上涨了48%和157%，即标普500的两到四倍，但我仍然喜欢并拥有这两家公司。最近的内部买入证实了他们在当前水平附近买入并持有。另外，两者都是循环名称。Cardlytics帮助信用卡公司出于营销目的了解客户购买模式。Lindblad提供专门的异国情调的邮轮冒险。两者都受益于推动更多消费者支出的经济增长。</blockquote></p><p> <b>3. Do not get out of stocks</b></p><p><blockquote><b>3、不脱销库存</b></blockquote></p><p> If you think a selloff is coming, it might be tempting to try to get out of stocks right before that, to buy back after the weakness happens. But this is a lot harder than you think. In fact, it is almost impossible to get the timing right, say market veterans.</p><p><blockquote>如果您认为抛售即将到来，那么在此之前尝试卖出股票，并在疲软发生后回购股票可能很诱人。但这比你想象的要困难得多。市场资深人士表示，事实上，几乎不可能把握好时机。</blockquote></p><p> “You have to make two smart decisions,” says Yardeni. “You have to get out just before the correction and then you have to decide when to get back in. I don’t know of too many people that can do that consistently.”</p><p><blockquote>“你必须做出两个明智的决定，”亚德尼说。“你必须在修正之前退出，然后你必须决定何时重新加入。我不知道有多少人能始终如一地做到这一点。”</blockquote></p><p> Market timers often get out and don’t get back in, and they miss the next leg up. “You can get yourself into trouble trying to avoid the correction,” says Paulsen.</p><p><blockquote>市场计时器通常会退出，不会再回来，他们会错过下一轮上涨。“试图避免调整可能会给自己带来麻烦，”保尔森说。</blockquote></p><p> <b>4. Do not own bonds</b></p><p><blockquote><b>4.不持有债券</b></blockquote></p><p> Bond yields will be 2% or higher by the end of year. So don’t own bonds, whose prices fall when yields rise — unless you simply plan to hold to maturity to collect the income.</p><p><blockquote>到年底，债券收益率将达到2%或更高。因此，不要持有债券，当收益率上升时，债券的价格就会下跌——除非您只是计划持有至到期以收取收入。</blockquote></p><p> <b>5. Go with financials</b></p><p><blockquote><b>5.选择财务</b></blockquote></p><p> Strong economies typically make the yield curve more upward sloping, meaning that long-term interest rates on 10-year Treasuries rise a lot faster than short-term interest rates. Since banks borrow at the short end and lend at the long end, steepening yield curves help them.</p><p><blockquote>强劲的经济体通常会使收益率曲线更加向上倾斜，这意味着10年期国债的长期利率上升速度远快于短期利率。由于银行在短端借款，在长端放贷，陡峭的收益率曲线对它们有帮助。</blockquote></p><p> The strong economy will also help banks release reserves and lower provisions for loan losses, both of which can boost earnings, points out Yardeni. Both JPMorgan Chase JPM,-0.07%&nbsp;and Bank of America BAC,+0.41%&nbsp;are up over twice as much as the S&amp;P 500 since I suggested them in my stock letter last August. But they still look attractive. Recent pattern buying by smart insiders among smaller banks confirms the sector is still one to own, despite the strength over the past few quarters.</p><p><blockquote>亚德尼指出，强劲的经济还将帮助银行释放准备金并降低贷款损失准备金，这两者都可以提高收益。自从我去年8月在股票信中提出建议以来，摩根大通JPM(-0.07%)和美国银行BAC(+0.41%)的涨幅都是标普500的两倍多。但它们看起来仍然很有吸引力。小型银行中聪明的内部人士最近的买入模式证实，尽管过去几个季度表现强劲，但该行业仍然值得持有。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118102755","content_text":"Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.\n\nDon’t be fooled by the placid response to the highest inflation rate in over a decade. Inflation will remain elevated enough to shake up the stock market, possibly causing a selloff as much as 15%. You need to prepare now.\nThe reason: Persistently high inflation will move the 10-year Treasury yield to 2% and get the Federal Reserve to start tapering its stimulus by the end of the year. Both will rattle the stock market.\nThe government said June 10 that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%.\nWhat should you do? Probably the opposite of what you are thinking. Before we get to that, here is a look at the two key events for stocks — in the bond market and at the Fed — between today and the end of the year.\nRising yields\nRemember how the stock market freaked out earlier this year when the 10-year Treasury yield TMUBMUSD10Y,1.452% moved up to around 1.7%? Well, expect a repeat. Only worse.\n“We suspect that inflation in the U.S. will prove more persistent than investors currently appear to anticipate,” says Capital Economics economist Franziska Palmas, citing the tight labor market and wage growth. Her research group puts the 10-year yield at 2.25% by the end of this year, and 2.5% by the end of 2022.\nThat’ll be a big move from the current level of 1.5%. Stock investors tend to panic when interest rates rise a lot.\nFed tapering\nFed Chairman Jerome Powell has downplayed the need for tapering the central bank’s bond purchases to keep yields low. But half of the 12 members of the Federal Open Market Committee (FOMC) have recently said they’re ready to start talking about tapering. The FOMC is the Fed branch that sets monetary policy.\n“It will be increasingly hard for Powell to claim the economy needs to make ‘substantial further progress’ toward achieving maximum employment before the Fed starts talking about talking about tapering,” says Ed Yardeni, author of Predicting the Markets and head of Yardeni Research. Powell has repeatedly said the Fed is awaiting “substantial further progress” in the economy before terminating its stimulus.\n“Given the performance of the economy, it is reasonable to expect they will start to taper before end of year, and a few months later they will start to raise the federal funds rate,” predicts Yardeni.\nHe thinks the Fed will announce a decision to start tapering in its July meeting. Tapering refers to a reduction in bond purchases by the Fed. This tightens the money supply to put the brakes on growth. Once purchases go to zero, the Fed moves on to cutting rates.\nAs we know, tapering causes a “taper tantrum” in the stock market, meaning a sharp selloff in indices like the S&P 500 SPX,+0.19%, the Dow Jones Industrial Average DJIA,+0.04% and Nasdaq COMP,+0.35%.\nHow to prepare\nWhen considering how to position for the probable selloff caused by rising bond yields and Fed tightening, the key things to remember is why these things are happening in the first place, and what history tells us about how stocks behave.\nThe consensus view is that tapering and rising bond yields kill off economic growth and the bull market in stocks. But this isn’t actually true.\nYes, initially, tightening can make stocks fall — or churn sideways, at best. But then stocks shake it off and move higher as the bull market continues. This makes sense, because the tightening is happening for good reasons that help companies — strong economic growth. This pushes earnings a lot higher, which resets valuations lower — back down to levels investors feel comfortable with.\n“Tapering is part and parcel of a recovery,” says Leuthold market strategist Jim Paulsen. “It is a response to successful policy and a rebound in the economy. It is a natural part of the bull market that allows the market to go higher. It’s a healthy development.”\nLooking through all the market fireworks that may lie ahead, Paulsen thinks underlying economic growth will push S&P 500 earnings up to $220 by the end of the year. Assuming the S&P 500 is at current levels or a little bit lower, that would bring the index’s price-to-earnings (P/E) ratio down to 18-19 — which is near or below the average since 1990. “That sets up the next leg of the bull market,” he says.\nYour five-point game plan\n1. Do not go to “defensives”\nWhen people see stock market turbulence, the knee-jerk reaction is to go for the “stability” of defensive names like utilities and consumer staples. But that would be a mistake. You want to go to defensives when the economy is slowing or contracting, not when it is strong. Another problem is that defensive names pay yield. So, like bonds, they get hit by rising interest rates, which devalue dividends — and dividend-paying stocks and bonds.\n“The best way to protect yourself is to tie your portfolio to the overheated economy. That is where the best profit growth and profit leverage is,” says Paulsen. “You do not get that with defensives.”\n2. Go with companies that benefit from growth\nSince rapid economic growth is causing the tapering — and the growth is usually not killed off by tightening — stocks linked to growth typically are the best place to be. This means cyclicals like industrials, basic materials consumer names, small-caps and international stocks. “Slower growth consumer staples and utilities won’t keep up with growth areas of the market,” says Paulsen.\nI first suggested Lindblad Expeditions LIND,+0.17% and Cardlytics CDLX,+4.54% and in my stock letter, Brush Up on Stocks (the link to my site is in the bio, below) in September 2020 and November 2019. I still like and own both even though they are up 48% and 157% — or two to four times the S&P 500. Recent insider buying confirms they are buys and holds around current levels. Plus, both are cyclical names. Cardlytics helps credit card companies understand customer buying patterns for marketing purposes. Lindblad offers specialized cruise adventures to exotic locales. Both benefit from economic growth that powers more consumer spending.\n3. Do not get out of stocks\nIf you think a selloff is coming, it might be tempting to try to get out of stocks right before that, to buy back after the weakness happens. But this is a lot harder than you think. In fact, it is almost impossible to get the timing right, say market veterans.\n“You have to make two smart decisions,” says Yardeni. “You have to get out just before the correction and then you have to decide when to get back in. I don’t know of too many people that can do that consistently.”\nMarket timers often get out and don’t get back in, and they miss the next leg up. “You can get yourself into trouble trying to avoid the correction,” says Paulsen.\n4. Do not own bonds\nBond yields will be 2% or higher by the end of year. So don’t own bonds, whose prices fall when yields rise — unless you simply plan to hold to maturity to collect the income.\n5. Go with financials\nStrong economies typically make the yield curve more upward sloping, meaning that long-term interest rates on 10-year Treasuries rise a lot faster than short-term interest rates. Since banks borrow at the short end and lend at the long end, steepening yield curves help them.\nThe strong economy will also help banks release reserves and lower provisions for loan losses, both of which can boost earnings, points out Yardeni. Both JPMorgan Chase JPM,-0.07% and Bank of America BAC,+0.41% are up over twice as much as the S&P 500 since I suggested them in my stock letter last August. But they still look attractive. Recent pattern buying by smart insiders among smaller banks confirms the sector is still one to own, despite the strength over the past few quarters.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182251835,"gmtCreate":1623580843527,"gmtModify":1634031442042,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182251835","repostId":"1189143522","repostType":4,"repost":{"id":"1189143522","kind":"news","pubTimestamp":1623513679,"share":"https://www.laohu8.com/m/news/1189143522?lang=zh_CN&edition=full","pubTime":"2021-06-13 00:01","market":"us","language":"en","title":"Snowflake Is a Growth Juggernaut. Wall Street Is Thinking About Stock Value.<blockquote>雪花是一个增长巨人。华尔街正在考虑股票价值。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189143522","media":"Barron's","summary":"Snowflake remains one of the best growth stories in the history of the software business, and that h","content":"<p>Snowflake remains one of the best growth stories in the history of the software business, and that has Wall Street talking about the stock’s valuation.</p><p><blockquote>Snowflake仍然是软件行业历史上最好的增长故事之一，这让华尔街开始谈论该股的估值。</blockquote></p><p> In meeting with analysts on Thursday,the cloud-data software company provided an ambitious goalof reaching $10 billion in product revenue in the January 2029 fiscal year. That compares to $554 million forthe January 2021 fiscal year.</p><p><blockquote>在周四与分析师会面时，这家云数据软件公司提出了一个雄心勃勃的目标，即在2029年1月财年实现产品收入100亿美元。相比之下，2021年1月财年的收入为5.54亿美元。</blockquote></p><p> Snowflake (ticker: SNOW) should still be growing 30% at the top-line at that point, according to chief financial officer Mike Scarpelli, while generating 10% operating margins and free cash flow margins of 15% or better. He also said the company now sees a total addressable market of $90 billion, an expansion of more than 10% from the $81 billion estimated market size cited during its IPO roadshow in 2020.</p><p><blockquote>Snowflake（股票代码：SNOW）首席财务官Mike Scarpelli表示，届时营收仍应增长30%，同时产生10%的营业利润率和15%或更高的自由现金流利润率。他还表示，该公司目前预计潜在市场总额为900亿美元，比2020年IPO路演期间估计的810亿美元市场规模增长了10%以上。</blockquote></p><p> The long-term growth goals help frame the huge opportunity that Snowflake has ahead, but did nothing to change the fundamental debate about the stock: Does the impressive growth rate—120% in product revenue in the latest year— justify the massive valuation? In afternoon trading Friday, shares were off 4.4%, to $237.84.</p><p><blockquote>长期增长目标有助于构建Snowflake未来的巨大机遇，但并没有改变有关该股的根本争论：令人印象深刻的增长率（最近一年产品收入120%）是否证明了巨大的估值是合理的？周五下午交易中，股价下跌4.4%，至237.84美元。</blockquote></p><p> Canaccord Genuity analyst David Hynes notes that if Snowflake hits its $10 billion target, it would be the fastest that a software company has reached that size. Hynes adds that the history of the management team, led by CEO Frank Slootman, suggests Snowflake could reach its target early.</p><p><blockquote>Canaccord Genuity分析师David Hynes指出，如果Snowflake达到100亿美元的目标，这将是软件公司达到这一规模的最快速度。Hynes补充说，由首席执行官Frank Slootman领导的管理团队的历史表明Snowflake可能会提前实现其目标。</blockquote></p><p> But Hynes nonetheless is sticking with his Hold rating and $240 target price. “There’s no doubt that this is an exceptional business, but in our view, the stock’s current valuation”—about 47 times estimated calendar 2022 revenues—“fully reflects it.” He adds that as estimates move higher and the stock grinds sideways, he’s “getting closer to an upgrade,” but isn’t there yet. “We’re content to wait for more of the excess to burn off.”</p><p><blockquote>但海因斯仍然坚持持有评级和240美元的目标价。“毫无疑问，这是一项特殊的业务，但在我们看来，该股目前的估值”——约为2022年预计收入的47倍——“充分反映了这一点”。他补充说，随着预期上升和股价横盘整理，他“越来越接近升级”，但还没有达到。“我们满足于等待更多多余的东西被烧掉。”</blockquote></p><p> Likewise, Morgan Stanley analyst Keith Weiss writes in a research note that given the 120% product growth in fiscal 2021, the $10 billion target might be conservative. He adds that “the harder part of the equation may be justifying the valuation based on these targets.” Weiss says the model that Snowflake laid out implies $1.6 billion in free cash flow in fiscal 2029, which values the stock at 51 times free cash flow 8 years out. “While very impressed by the market opportunity …and Snowflake’s opportunity,” he says valuation keeps him on the sidelines. Weiss repeats his Equal Weigh rating and $270 price target.</p><p><blockquote>同样，摩根士丹利分析师Keith Weiss在一份研究报告中写道，鉴于2021财年120%的产品增长，100亿美元的目标可能是保守的。他补充说，“等式中更困难的部分可能是证明基于这些目标的估值的合理性。”Weiss表示，Snowflake制定的模型意味着2029财年的自由现金流为16亿美元，这意味着该股8年后自由现金流的估值为51倍。“虽然对市场机会……以及雪花的机会印象深刻，”他表示，估值让他保持观望。Weiss重申了同等权重评级和270美元的目标价。</blockquote></p><p></p>","source":"lsy1610680873436","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>Snowflake Is a Growth Juggernaut. Wall Street Is Thinking About Stock Value.<blockquote>雪花是一个增长巨人。华尔街正在考虑股票价值。</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\">\nSnowflake Is a Growth Juggernaut. Wall Street Is Thinking About Stock Value.<blockquote>雪花是一个增长巨人。华尔街正在考虑股票价值。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-06-13 00:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Snowflake remains one of the best growth stories in the history of the software business, and that has Wall Street talking about the stock’s valuation.</p><p><blockquote>Snowflake仍然是软件行业历史上最好的增长故事之一，这让华尔街开始谈论该股的估值。</blockquote></p><p> In meeting with analysts on Thursday,the cloud-data software company provided an ambitious goalof reaching $10 billion in product revenue in the January 2029 fiscal year. That compares to $554 million forthe January 2021 fiscal year.</p><p><blockquote>在周四与分析师会面时，这家云数据软件公司提出了一个雄心勃勃的目标，即在2029年1月财年实现产品收入100亿美元。相比之下，2021年1月财年的收入为5.54亿美元。</blockquote></p><p> Snowflake (ticker: SNOW) should still be growing 30% at the top-line at that point, according to chief financial officer Mike Scarpelli, while generating 10% operating margins and free cash flow margins of 15% or better. He also said the company now sees a total addressable market of $90 billion, an expansion of more than 10% from the $81 billion estimated market size cited during its IPO roadshow in 2020.</p><p><blockquote>Snowflake（股票代码：SNOW）首席财务官Mike Scarpelli表示，届时营收仍应增长30%，同时产生10%的营业利润率和15%或更高的自由现金流利润率。他还表示，该公司目前预计潜在市场总额为900亿美元，比2020年IPO路演期间估计的810亿美元市场规模增长了10%以上。</blockquote></p><p> The long-term growth goals help frame the huge opportunity that Snowflake has ahead, but did nothing to change the fundamental debate about the stock: Does the impressive growth rate—120% in product revenue in the latest year— justify the massive valuation? In afternoon trading Friday, shares were off 4.4%, to $237.84.</p><p><blockquote>长期增长目标有助于构建Snowflake未来的巨大机遇，但并没有改变有关该股的根本争论：令人印象深刻的增长率（最近一年产品收入120%）是否证明了巨大的估值是合理的？周五下午交易中，股价下跌4.4%，至237.84美元。</blockquote></p><p> Canaccord Genuity analyst David Hynes notes that if Snowflake hits its $10 billion target, it would be the fastest that a software company has reached that size. Hynes adds that the history of the management team, led by CEO Frank Slootman, suggests Snowflake could reach its target early.</p><p><blockquote>Canaccord Genuity分析师David Hynes指出，如果Snowflake达到100亿美元的目标，这将是软件公司达到这一规模的最快速度。Hynes补充说，由首席执行官Frank Slootman领导的管理团队的历史表明Snowflake可能会提前实现其目标。</blockquote></p><p> But Hynes nonetheless is sticking with his Hold rating and $240 target price. “There’s no doubt that this is an exceptional business, but in our view, the stock’s current valuation”—about 47 times estimated calendar 2022 revenues—“fully reflects it.” He adds that as estimates move higher and the stock grinds sideways, he’s “getting closer to an upgrade,” but isn’t there yet. “We’re content to wait for more of the excess to burn off.”</p><p><blockquote>但海因斯仍然坚持持有评级和240美元的目标价。“毫无疑问，这是一项特殊的业务，但在我们看来，该股目前的估值”——约为2022年预计收入的47倍——“充分反映了这一点”。他补充说，随着预期上升和股价横盘整理，他“越来越接近升级”，但还没有达到。“我们满足于等待更多多余的东西被烧掉。”</blockquote></p><p> Likewise, Morgan Stanley analyst Keith Weiss writes in a research note that given the 120% product growth in fiscal 2021, the $10 billion target might be conservative. He adds that “the harder part of the equation may be justifying the valuation based on these targets.” Weiss says the model that Snowflake laid out implies $1.6 billion in free cash flow in fiscal 2029, which values the stock at 51 times free cash flow 8 years out. “While very impressed by the market opportunity …and Snowflake’s opportunity,” he says valuation keeps him on the sidelines. Weiss repeats his Equal Weigh rating and $270 price target.</p><p><blockquote>同样，摩根士丹利分析师Keith Weiss在一份研究报告中写道，鉴于2021财年120%的产品增长，100亿美元的目标可能是保守的。他补充说，“等式中更困难的部分可能是证明基于这些目标的估值的合理性。”Weiss表示，Snowflake制定的模型意味着2029财年的自由现金流为16亿美元，这意味着该股8年后自由现金流的估值为51倍。“虽然对市场机会……以及雪花的机会印象深刻，”他表示，估值让他保持观望。Weiss重申了同等权重评级和270美元的目标价。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/snowflake-is-a-growth-juggernaut-wall-street-is-thinking-about-stock-value-51623432689?siteid=yhoof2\">Barron's</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":{"SNOW":"Snowflake"},"source_url":"https://www.barrons.com/articles/snowflake-is-a-growth-juggernaut-wall-street-is-thinking-about-stock-value-51623432689?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189143522","content_text":"Snowflake remains one of the best growth stories in the history of the software business, and that has Wall Street talking about the stock’s valuation.\nIn meeting with analysts on Thursday,the cloud-data software company provided an ambitious goalof reaching $10 billion in product revenue in the January 2029 fiscal year. That compares to $554 million forthe January 2021 fiscal year.\nSnowflake (ticker: SNOW) should still be growing 30% at the top-line at that point, according to chief financial officer Mike Scarpelli, while generating 10% operating margins and free cash flow margins of 15% or better. He also said the company now sees a total addressable market of $90 billion, an expansion of more than 10% from the $81 billion estimated market size cited during its IPO roadshow in 2020.\nThe long-term growth goals help frame the huge opportunity that Snowflake has ahead, but did nothing to change the fundamental debate about the stock: Does the impressive growth rate—120% in product revenue in the latest year— justify the massive valuation? In afternoon trading Friday, shares were off 4.4%, to $237.84.\nCanaccord Genuity analyst David Hynes notes that if Snowflake hits its $10 billion target, it would be the fastest that a software company has reached that size. Hynes adds that the history of the management team, led by CEO Frank Slootman, suggests Snowflake could reach its target early.\nBut Hynes nonetheless is sticking with his Hold rating and $240 target price. “There’s no doubt that this is an exceptional business, but in our view, the stock’s current valuation”—about 47 times estimated calendar 2022 revenues—“fully reflects it.” He adds that as estimates move higher and the stock grinds sideways, he’s “getting closer to an upgrade,” but isn’t there yet. “We’re content to wait for more of the excess to burn off.”\nLikewise, Morgan Stanley analyst Keith Weiss writes in a research note that given the 120% product growth in fiscal 2021, the $10 billion target might be conservative. He adds that “the harder part of the equation may be justifying the valuation based on these targets.” Weiss says the model that Snowflake laid out implies $1.6 billion in free cash flow in fiscal 2029, which values the stock at 51 times free cash flow 8 years out. “While very impressed by the market opportunity …and Snowflake’s opportunity,” he says valuation keeps him on the sidelines. Weiss repeats his Equal Weigh rating and $270 price target.","news_type":1,"symbols_score_info":{"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181163007,"gmtCreate":1623378894009,"gmtModify":1634033982031,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"🥳&nbsp;","listText":"🥳&nbsp;","text":"🥳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181163007","repostId":"1152704038","repostType":4,"repost":{"id":"1152704038","kind":"news","pubTimestamp":1623367425,"share":"https://www.laohu8.com/m/news/1152704038?lang=zh_CN&edition=full","pubTime":"2021-06-11 07:23","market":"us","language":"en","title":"China's Didi reveals U.S. IPO filing, sets stage for blockbuster New York float<blockquote>中国滴滴公布美国IPO文件，为纽约上市奠定基础</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152704038","media":"reuters","summary":"(Reuters) -Didi Chuxing, China’s biggest ride-hailing firm, on Thursday made public its filing for a","content":"<p>(Reuters) -Didi Chuxing, China’s biggest ride-hailing firm, on Thursday made public its filing for a U.S. stock market listing, setting the stage for what is expected to be the world’s biggest initial public offering this year.</p><p><blockquote>（路透社）-中国最大的网约车公司滴滴出行周四公开了其在美国股市上市的申请，为预计今年全球最大的首次公开募股奠定了基础。</blockquote></p><p> The company - backed by Asia’s largest technology investment firms, SoftBank, Alibaba and Tencent - did not reveal the size of the offering, but sources familiar with the matter had previously told Reuters that the ride-hailing giant could raise around $10 billion and seek a valuation of close to $100 billion.</p><p><blockquote>该公司由亚洲最大的科技投资公司软银、阿里巴巴-SW和腾讯控股支持，没有透露此次发行的规模，但知情人士此前告诉路透社，这家网约车巨头可能筹集约100亿美元，并寻求接近1000亿美元的估值。</blockquote></p><p> At that valuation, Didi’s stock market flotation would be the biggest Chinese share offering in the United States, since Alibaba raised $25 billion in its blockbuster IPO in 2014.</p><p><blockquote>按照这一估值，滴滴的上市将是自阿里巴巴-SW 2014年通过重磅IPO筹集250亿美元以来在美国最大的中资股票发行。</blockquote></p><p> In its filing on Thursday, Didi revealed slower revenue growth in 2020 due to the impact of the COVID-19 pandemic, which grounded the global ride-hailing industry to a halt as lockdowns were enforced all over the globe.</p><p><blockquote>滴滴在周四提交的文件中透露，由于COVID-19大流行的影响，2020年收入增长放缓，随着全球各地实施封锁，全球网约车行业陷入停滞。</blockquote></p><p> For 2020, Didi reported revenue of 141.7 billion yuan ($22.17 billion), down from 154.8 billion yuan a year earlier. Net loss stood at 10.6 billion yuan in 2020, compared with 9.7 billion yuan a year earlier.</p><p><blockquote>2020年，滴滴公布的营收为1417亿元人民币（221.7亿美元），低于上年同期的1548亿元人民币。2020年净亏损为106亿元，上年同期为97亿元。</blockquote></p><p> However, Didi started 2021 strongly, as businesses reopened in China. Revenue more than doubled to 42.2 billion yuan (US$6.4 billion) for the three months ended March 31 from 20.5 billion yuan a year earlier.</p><p><blockquote>然而，随着中国业务的重新开业，滴滴在2021年开局强劲。截至3月31日的三个月，收入从去年同期的205亿元人民币增长了一倍多，达到422亿元人民币（64亿美元）。</blockquote></p><p> CHINESE IPO GOLD RUSH</p><p><blockquote>中国IPO淘金热</blockquote></p><p> Didi confidentially filed for its IPO in April. A source familiar with the matter on Thursday said Didi was aiming to go public in July.</p><p><blockquote>滴滴于四月份秘密申请IPO。一位知情人士周四表示，滴滴计划于7月上市。</blockquote></p><p> The mega IPO highlights the lucrative business opportunity presented by Asian tech giants for Wall Street’s big investment banks.</p><p><blockquote>此次大型IPO凸显了亚洲科技巨头为华尔街大型投资银行带来的利润丰厚的商机。</blockquote></p><p> Earlier this year, Singapore’s biggest ride-hailing firm, Grab, struck a $40 billion deal with a special purpose acquisition company, backed by investment firm Altimeter, to go public in the United States.</p><p><blockquote>今年早些时候，新加坡最大的网约车公司Grab与一家由投资公司Altimeter支持的特殊目的收购公司达成了400亿美元的交易，在美国上市。</blockquote></p><p> Last year, Chinese companies raised $12 billion from U.S. listings, more than triple the fundraising amount in 2019, according to Refinitiv data. This year, the raise from Chinese floats on U.S. exchanges is expected to comfortably surpass last year’s tally.</p><p><blockquote>根据Refinitiv的数据，去年，中国公司在美国上市融资120亿美元，是2019年融资额的三倍多。今年，中国在美国交易所的流通量预计将轻松超过去年。</blockquote></p><p> Didi, which merged with then main rival Kuaidi in 2015 to create a smartphone-based transport services giant, counts as its core business a mobile app, where users can hail taxis, privately owned cars, car-pool options and even buses in some cities.</p><p><blockquote>滴滴于2015年与当时的主要竞争对手快的合并，创建了一家基于智能手机的交通服务巨头，其核心业务是移动应用程序，用户可以在其中叫出租车、私家车、拼车选项，甚至在一些城市叫公交车。</blockquote></p><p> Didi plans to list American Depositary Shares (ADSs) on either Nasdaq or the New York Stock Exchange under the symbol \"DIDI\", the company said. (bit.ly/2RGjK0s)</p><p><blockquote>滴滴表示，计划在纳斯达克或纽约证券交易所上市美国存托股票（ADS），代码为“DIDI”。(bit.ly/2RGjK0s)</blockquote></p><p> Didi Chief Executive Cheng Wei said last year the firm aims to have 800 million monthly active users globally and complete 100 million orders a day by 2022, including ride-sharing, bike and food delivery orders.</p><p><blockquote>滴滴首席执行官程维去年表示，该公司的目标是到2022年在全球拥有8亿月活跃用户，每天完成1亿个订单，包括拼车、自行车和食品配送订单。</blockquote></p><p> Goldman Sachs, Morgan Stanley and J.P.Morgan are the lead underwriters for the offering.</p><p><blockquote>高盛、摩根士丹利和摩根大通是此次发行的主承销商。</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's Didi reveals U.S. IPO filing, sets stage for blockbuster New York float<blockquote>中国滴滴公布美国IPO文件，为纽约上市奠定基础</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina's Didi reveals U.S. IPO filing, sets stage for blockbuster New York float<blockquote>中国滴滴公布美国IPO文件，为纽约上市奠定基础</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">reuters</strong><span class=\"h-time small\">2021-06-11 07:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Didi Chuxing, China’s biggest ride-hailing firm, on Thursday made public its filing for a U.S. stock market listing, setting the stage for what is expected to be the world’s biggest initial public offering this year.</p><p><blockquote>（路透社）-中国最大的网约车公司滴滴出行周四公开了其在美国股市上市的申请，为预计今年全球最大的首次公开募股奠定了基础。</blockquote></p><p> The company - backed by Asia’s largest technology investment firms, SoftBank, Alibaba and Tencent - did not reveal the size of the offering, but sources familiar with the matter had previously told Reuters that the ride-hailing giant could raise around $10 billion and seek a valuation of close to $100 billion.</p><p><blockquote>该公司由亚洲最大的科技投资公司软银、阿里巴巴-SW和腾讯控股支持，没有透露此次发行的规模，但知情人士此前告诉路透社，这家网约车巨头可能筹集约100亿美元，并寻求接近1000亿美元的估值。</blockquote></p><p> At that valuation, Didi’s stock market flotation would be the biggest Chinese share offering in the United States, since Alibaba raised $25 billion in its blockbuster IPO in 2014.</p><p><blockquote>按照这一估值，滴滴的上市将是自阿里巴巴-SW 2014年通过重磅IPO筹集250亿美元以来在美国最大的中资股票发行。</blockquote></p><p> In its filing on Thursday, Didi revealed slower revenue growth in 2020 due to the impact of the COVID-19 pandemic, which grounded the global ride-hailing industry to a halt as lockdowns were enforced all over the globe.</p><p><blockquote>滴滴在周四提交的文件中透露，由于COVID-19大流行的影响，2020年收入增长放缓，随着全球各地实施封锁，全球网约车行业陷入停滞。</blockquote></p><p> For 2020, Didi reported revenue of 141.7 billion yuan ($22.17 billion), down from 154.8 billion yuan a year earlier. Net loss stood at 10.6 billion yuan in 2020, compared with 9.7 billion yuan a year earlier.</p><p><blockquote>2020年，滴滴公布的营收为1417亿元人民币（221.7亿美元），低于上年同期的1548亿元人民币。2020年净亏损为106亿元，上年同期为97亿元。</blockquote></p><p> However, Didi started 2021 strongly, as businesses reopened in China. Revenue more than doubled to 42.2 billion yuan (US$6.4 billion) for the three months ended March 31 from 20.5 billion yuan a year earlier.</p><p><blockquote>然而，随着中国业务的重新开业，滴滴在2021年开局强劲。截至3月31日的三个月，收入从去年同期的205亿元人民币增长了一倍多，达到422亿元人民币（64亿美元）。</blockquote></p><p> CHINESE IPO GOLD RUSH</p><p><blockquote>中国IPO淘金热</blockquote></p><p> Didi confidentially filed for its IPO in April. A source familiar with the matter on Thursday said Didi was aiming to go public in July.</p><p><blockquote>滴滴于四月份秘密申请IPO。一位知情人士周四表示，滴滴计划于7月上市。</blockquote></p><p> The mega IPO highlights the lucrative business opportunity presented by Asian tech giants for Wall Street’s big investment banks.</p><p><blockquote>此次大型IPO凸显了亚洲科技巨头为华尔街大型投资银行带来的利润丰厚的商机。</blockquote></p><p> Earlier this year, Singapore’s biggest ride-hailing firm, Grab, struck a $40 billion deal with a special purpose acquisition company, backed by investment firm Altimeter, to go public in the United States.</p><p><blockquote>今年早些时候，新加坡最大的网约车公司Grab与一家由投资公司Altimeter支持的特殊目的收购公司达成了400亿美元的交易，在美国上市。</blockquote></p><p> Last year, Chinese companies raised $12 billion from U.S. listings, more than triple the fundraising amount in 2019, according to Refinitiv data. This year, the raise from Chinese floats on U.S. exchanges is expected to comfortably surpass last year’s tally.</p><p><blockquote>根据Refinitiv的数据，去年，中国公司在美国上市融资120亿美元，是2019年融资额的三倍多。今年，中国在美国交易所的流通量预计将轻松超过去年。</blockquote></p><p> Didi, which merged with then main rival Kuaidi in 2015 to create a smartphone-based transport services giant, counts as its core business a mobile app, where users can hail taxis, privately owned cars, car-pool options and even buses in some cities.</p><p><blockquote>滴滴于2015年与当时的主要竞争对手快的合并，创建了一家基于智能手机的交通服务巨头，其核心业务是移动应用程序，用户可以在其中叫出租车、私家车、拼车选项，甚至在一些城市叫公交车。</blockquote></p><p> Didi plans to list American Depositary Shares (ADSs) on either Nasdaq or the New York Stock Exchange under the symbol \"DIDI\", the company said. (bit.ly/2RGjK0s)</p><p><blockquote>滴滴表示，计划在纳斯达克或纽约证券交易所上市美国存托股票（ADS），代码为“DIDI”。(bit.ly/2RGjK0s)</blockquote></p><p> Didi Chief Executive Cheng Wei said last year the firm aims to have 800 million monthly active users globally and complete 100 million orders a day by 2022, including ride-sharing, bike and food delivery orders.</p><p><blockquote>滴滴首席执行官程维去年表示，该公司的目标是到2022年在全球拥有8亿月活跃用户，每天完成1亿个订单，包括拼车、自行车和食品配送订单。</blockquote></p><p> Goldman Sachs, Morgan Stanley and J.P.Morgan are the lead underwriters for the offering.</p><p><blockquote>高盛、摩根士丹利和摩根大通是此次发行的主承销商。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/didi-ipo/update-2-chinas-didi-reveals-u-s-ipo-filing-sets-stage-for-blockbuster-new-york-float-idUSL3N2NS42U\">reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)","UBER":"优步"},"source_url":"https://www.reuters.com/article/didi-ipo/update-2-chinas-didi-reveals-u-s-ipo-filing-sets-stage-for-blockbuster-new-york-float-idUSL3N2NS42U","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152704038","content_text":"(Reuters) -Didi Chuxing, China’s biggest ride-hailing firm, on Thursday made public its filing for a U.S. stock market listing, setting the stage for what is expected to be the world’s biggest initial public offering this year.\nThe company - backed by Asia’s largest technology investment firms, SoftBank, Alibaba and Tencent - did not reveal the size of the offering, but sources familiar with the matter had previously told Reuters that the ride-hailing giant could raise around $10 billion and seek a valuation of close to $100 billion.\nAt that valuation, Didi’s stock market flotation would be the biggest Chinese share offering in the United States, since Alibaba raised $25 billion in its blockbuster IPO in 2014.\nIn its filing on Thursday, Didi revealed slower revenue growth in 2020 due to the impact of the COVID-19 pandemic, which grounded the global ride-hailing industry to a halt as lockdowns were enforced all over the globe.\nFor 2020, Didi reported revenue of 141.7 billion yuan ($22.17 billion), down from 154.8 billion yuan a year earlier. Net loss stood at 10.6 billion yuan in 2020, compared with 9.7 billion yuan a year earlier.\nHowever, Didi started 2021 strongly, as businesses reopened in China. Revenue more than doubled to 42.2 billion yuan (US$6.4 billion) for the three months ended March 31 from 20.5 billion yuan a year earlier.\nCHINESE IPO GOLD RUSH\nDidi confidentially filed for its IPO in April. A source familiar with the matter on Thursday said Didi was aiming to go public in July.\nThe mega IPO highlights the lucrative business opportunity presented by Asian tech giants for Wall Street’s big investment banks.\nEarlier this year, Singapore’s biggest ride-hailing firm, Grab, struck a $40 billion deal with a special purpose acquisition company, backed by investment firm Altimeter, to go public in the United States.\nLast year, Chinese companies raised $12 billion from U.S. listings, more than triple the fundraising amount in 2019, according to Refinitiv data. This year, the raise from Chinese floats on U.S. exchanges is expected to comfortably surpass last year’s tally.\nDidi, which merged with then main rival Kuaidi in 2015 to create a smartphone-based transport services giant, counts as its core business a mobile app, where users can hail taxis, privately owned cars, car-pool options and even buses in some cities.\nDidi plans to list American Depositary Shares (ADSs) on either Nasdaq or the New York Stock Exchange under the symbol \"DIDI\", the company said. (bit.ly/2RGjK0s)\nDidi Chief Executive Cheng Wei said last year the firm aims to have 800 million monthly active users globally and complete 100 million orders a day by 2022, including ride-sharing, bike and food delivery orders.\nGoldman Sachs, Morgan Stanley and J.P.Morgan are the lead underwriters for the offering.","news_type":1,"symbols_score_info":{"UBER":0.9,"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183632941,"gmtCreate":1623327444383,"gmtModify":1634034561147,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/183632941","repostId":"1128810191","repostType":4,"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113637759,"gmtCreate":1622609340171,"gmtModify":1634099955077,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"Li Auto, focus on obe product can do better. Like iphone for apple in the past. Go Li Auto!","listText":"Li Auto, focus on obe product can do better. Like iphone for apple in the past. Go Li Auto!","text":"Li Auto, focus on obe product can do better. Like iphone for apple in the past. Go Li Auto!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113637759","repostId":"113878092","repostType":1,"repost":{"id":113878092,"gmtCreate":1622606780409,"gmtModify":1716218117409,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"新能源汽车销量持续超预期！小鹏已暴涨50%！","htmlText":"近日，各大车企纷纷公布了5月份的销量数据，其中： <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 交付6,711台，同比增长95.3%； <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 交付5,686台，同比大增483%。 中汽协也公布了 1-4 月新能源汽车整体销量： 累计销量 73.2 万辆，同比增长 249.2%。 此外，<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 也将于近日公布5月交付量，网上普遍预期乐观。 新能源汽车销量持续超预期，导致近期整个新能源汽车板块在持续走强，其中： <a href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a> 再创世新高：小鹏汽车触底反弹近50%：不过，值得一提的是，市场对<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的5月销量预期并不乐观。 据悉，受到负面舆论的影响，特斯拉4月份全球销量环比暴跌43%，国内销量环比暴跌67.1%，其中Model 3和Model Y跌幅分别为75.27%和46.73%。 …… 最后，大家聊一聊： 你如何看待新能源汽车销量持续走高？ 你觉得现在是否可以抄底新能源汽车了？ 精彩留言用户可获得888社区积分噢！ <a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>","listText":"近日，各大车企纷纷公布了5月份的销量数据，其中： <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 交付6,711台，同比增长95.3%； <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 交付5,686台，同比大增483%。 中汽协也公布了 1-4 月新能源汽车整体销量： 累计销量 73.2 万辆，同比增长 249.2%。 此外，<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 也将于近日公布5月交付量，网上普遍预期乐观。 新能源汽车销量持续超预期，导致近期整个新能源汽车板块在持续走强，其中： <a href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a> 再创世新高：小鹏汽车触底反弹近50%：不过，值得一提的是，市场对<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的5月销量预期并不乐观。 据悉，受到负面舆论的影响，特斯拉4月份全球销量环比暴跌43%，国内销量环比暴跌67.1%，其中Model 3和Model Y跌幅分别为75.27%和46.73%。 …… 最后，大家聊一聊： 你如何看待新能源汽车销量持续走高？ 你觉得现在是否可以抄底新能源汽车了？ 精彩留言用户可获得888社区积分噢！ <a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>","text":"近日，各大车企纷纷公布了5月份的销量数据，其中： $蔚来(NIO)$ 交付6,711台，同比增长95.3%； $小鹏汽车(XPEV)$ 交付5,686台，同比大增483%。 中汽协也公布了 1-4 月新能源汽车整体销量： 累计销量 73.2 万辆，同比增长 249.2%。 此外，$理想汽车(LI)$ 也将于近日公布5月交付量，网上普遍预期乐观。 新能源汽车销量持续超预期，导致近期整个新能源汽车板块在持续走强，其中： $宁德时代(300750)$ 再创世新高：小鹏汽车触底反弹近50%：不过，值得一提的是，市场对$特斯拉(TSLA)$ 的5月销量预期并不乐观。 据悉，受到负面舆论的影响，特斯拉4月份全球销量环比暴跌43%，国内销量环比暴跌67.1%，其中Model 3和Model Y跌幅分别为75.27%和46.73%。 …… 最后，大家聊一聊： 你如何看待新能源汽车销量持续走高？ 你觉得现在是否可以抄底新能源汽车了？ 精彩留言用户可获得888社区积分噢！ $比亚迪股份(01211)$","images":[{"img":"https://static.tigerbbs.com/f20da2b29d45b673a4b50490872aa3da","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/8db6c9a2c7934e3816c5b9800f60ac73","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/b6d86b2a7851c4b62d0485766dfd7ee8","width":"640","height":"427"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113878092","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110350642,"gmtCreate":1622426694086,"gmtModify":1634101581790,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/110350642","repostId":"2139438981","repostType":4,"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137706773,"gmtCreate":1622386089192,"gmtModify":1634101892921,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"Woot","listText":"Woot","text":"Woot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/137706773","repostId":"137253358","repostType":1,"repost":{"id":137253358,"gmtCreate":1622353827674,"gmtModify":1622359358070,"author":{"id":"3444504177139447","authorId":"3444504177139447","name":"投资小达人","avatar":"https://static.tigerbbs.com/cace575a7391eddd10a8a0c6537aadf4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444504177139447","authorIdStr":"3444504177139447"},"themes":[],"title":"投资小达人用数据带你了解海尔智家这家公司。","htmlText":"大家好！我是投资小达人。当你看到我所看到的公司，你将重新认识整个公司。不创业必投资，作为大部分的上班族，一定要有股权思维，让自己离财富更近一点。创业和投资都是拥有股权思维，今天投资小达人带大家一起去了解海尔智家这家公司。海尔智家公司概况 公司名称 海尔智家股份有限公司 上市日期 1993-11-19 注册地址 山东省青岛市崂山区海尔工业园内 注册资本 939816万元 公司简介海尔智家股份有限公司是一家电器类公司。公司主要从事电冰箱、空调器、电冰柜、洗衣机、热水器、洗碗机、燃气灶等家电及其相关产品生产经营，以及日日顺商业流通业务。 截至目前，公司在全球累计专利申请5.3万余项，其中发明专利3.3万余项，占比超过60%，中国家电行业第一，体现领先的专利质量;海外发明专利1.1万余项，覆盖28个国家， 家，是在海外布局专利最多的中国家电企业;累计获得国家专利金奖9项，国内行业第一;\"国家科技进步奖”作为我国科技界最高荣誉，海尔累计获得15项，是获得该奖项最多的家电企业，获奖总量占行业半数以上;累计获得国家工信部“中国优秀工业设计金奖”3项，是唯一\"国家工业设计金奖”三连冠企业;累计获得国际设计金奖3项，设计大奖194项(含前述3项金奖) 市值估算： 6916.275亿 目前市值： 2883.36亿 市盈率： 26.55 市净率： 3.91 ROE： 4.38% 股价： 30.68元 资产： 713.01亿元 负债： 300.28亿元 现金流： (-91.38 - 72.37 -72.91 + 1.96) = -234.7亿元（近一年） 净利润： （36.12 + 80.19 + 113.23 + 30.96）= 260.5亿元（近一年） 负债资产比： 42.11% 现金净利润比：-90.09% 股价预估： 58.87元 投资参考：目前股价具有比较的安全边际，具有一定的投资价值，","listText":"大家好！我是投资小达人。当你看到我所看到的公司，你将重新认识整个公司。不创业必投资，作为大部分的上班族，一定要有股权思维，让自己离财富更近一点。创业和投资都是拥有股权思维，今天投资小达人带大家一起去了解海尔智家这家公司。海尔智家公司概况 公司名称 海尔智家股份有限公司 上市日期 1993-11-19 注册地址 山东省青岛市崂山区海尔工业园内 注册资本 939816万元 公司简介海尔智家股份有限公司是一家电器类公司。公司主要从事电冰箱、空调器、电冰柜、洗衣机、热水器、洗碗机、燃气灶等家电及其相关产品生产经营，以及日日顺商业流通业务。 截至目前，公司在全球累计专利申请5.3万余项，其中发明专利3.3万余项，占比超过60%，中国家电行业第一，体现领先的专利质量;海外发明专利1.1万余项，覆盖28个国家， 家，是在海外布局专利最多的中国家电企业;累计获得国家专利金奖9项，国内行业第一;\"国家科技进步奖”作为我国科技界最高荣誉，海尔累计获得15项，是获得该奖项最多的家电企业，获奖总量占行业半数以上;累计获得国家工信部“中国优秀工业设计金奖”3项，是唯一\"国家工业设计金奖”三连冠企业;累计获得国际设计金奖3项，设计大奖194项(含前述3项金奖) 市值估算： 6916.275亿 目前市值： 2883.36亿 市盈率： 26.55 市净率： 3.91 ROE： 4.38% 股价： 30.68元 资产： 713.01亿元 负债： 300.28亿元 现金流： (-91.38 - 72.37 -72.91 + 1.96) = -234.7亿元（近一年） 净利润： （36.12 + 80.19 + 113.23 + 30.96）= 260.5亿元（近一年） 负债资产比： 42.11% 现金净利润比：-90.09% 股价预估： 58.87元 投资参考：目前股价具有比较的安全边际，具有一定的投资价值，","text":"大家好！我是投资小达人。当你看到我所看到的公司，你将重新认识整个公司。不创业必投资，作为大部分的上班族，一定要有股权思维，让自己离财富更近一点。创业和投资都是拥有股权思维，今天投资小达人带大家一起去了解海尔智家这家公司。海尔智家公司概况 公司名称 海尔智家股份有限公司 上市日期 1993-11-19 注册地址 山东省青岛市崂山区海尔工业园内 注册资本 939816万元 公司简介海尔智家股份有限公司是一家电器类公司。公司主要从事电冰箱、空调器、电冰柜、洗衣机、热水器、洗碗机、燃气灶等家电及其相关产品生产经营，以及日日顺商业流通业务。 截至目前，公司在全球累计专利申请5.3万余项，其中发明专利3.3万余项，占比超过60%，中国家电行业第一，体现领先的专利质量;海外发明专利1.1万余项，覆盖28个国家， 家，是在海外布局专利最多的中国家电企业;累计获得国家专利金奖9项，国内行业第一;\"国家科技进步奖”作为我国科技界最高荣誉，海尔累计获得15项，是获得该奖项最多的家电企业，获奖总量占行业半数以上;累计获得国家工信部“中国优秀工业设计金奖”3项，是唯一\"国家工业设计金奖”三连冠企业;累计获得国际设计金奖3项，设计大奖194项(含前述3项金奖) 市值估算： 6916.275亿 目前市值： 2883.36亿 市盈率： 26.55 市净率： 3.91 ROE： 4.38% 股价： 30.68元 资产： 713.01亿元 负债： 300.28亿元 现金流： (-91.38 - 72.37 -72.91 + 1.96) = -234.7亿元（近一年） 净利润： （36.12 + 80.19 + 113.23 + 30.96）= 260.5亿元（近一年） 负债资产比： 42.11% 现金净利润比：-90.09% 股价预估： 58.87元 投资参考：目前股价具有比较的安全边际，具有一定的投资价值，","images":[{"img":"https://static.tigerbbs.com/0a689c63e8569d92d0d6f970594c83ce","width":"1200","height":"799"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137253358","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134779250,"gmtCreate":1622263374670,"gmtModify":1634102641237,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557811768798613","authorIdStr":"3557811768798613"},"themes":[],"htmlText":"PLTR","listText":"PLTR","text":"PLTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/134779250","repostId":"1157072297","repostType":2,"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":166423147,"gmtCreate":1624023301589,"gmtModify":1634023979462,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557811768798613","idStr":"3557811768798613"},"themes":[],"htmlText":"Red!","listText":"Red!","text":"Red!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/166423147","repostId":"1118271544","repostType":4,"repost":{"id":"1118271544","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":1624023029,"share":"https://www.laohu8.com/m/news/1118271544?lang=zh_CN&edition=full","pubTime":"2021-06-18 21:30","market":"us","language":"en","title":"Dow drops 400 points at the open, extending losses in its worst week since January<blockquote>道琼斯指数开盘下跌400点，延续1月份以来最糟糕的一周跌幅</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118271544","media":"Tiger Newspress","summary":"U.S. stocks fell on Friday with the Dow Jones Industrial Average on pace to post its worst week sinc","content":"<p>U.S. stocks fell on Friday with the Dow Jones Industrial Average on pace to post its worst week since January, as bank shares led the market sell-off after the Federal Reserve's latest policy update.</p><p><blockquote>美国股市周五下跌，道琼斯工业平均指数有望创下1月份以来最糟糕的一周，美联储最新政策更新后，银行股领跌市场。</blockquote></p><p> The blue-chip average dropped 400 points, bringing its week-to-date losses to 2.8% The S&amp;P 500 fell 0.8%, pushing its loss this week to more than 1%. The tech-heavy Nasdaq Composite dipped 0.5%.</p><p><blockquote>蓝筹股平均指数下跌400点，本周迄今跌幅达到2.8%。标普500下跌0.8%，本周跌幅超过1%。以科技股为主的纳斯达克综合指数下跌0.5%。</blockquote></p><p> Stocks extended their losses asSt. Louis Fed President Jim Bullard said on CNBCthat it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022.</p><p><blockquote>股市扩大跌幅。路易斯联储主席Jim Bullard在CNBC上表示，美联储本周倾向于稍微“鹰派”是很自然的，央行首次加息可能会在2022年进行。</blockquote></p><p> Wall Street registered losses as the Federal Reserve on Wednesday afternoon added two rate hikes to its 2023 forecast and increased its inflation projection for the year.</p><p><blockquote>周三下午，美联储在2023年预测中增加了两次加息，并上调了今年的通胀预测，华尔街出现下跌。</blockquote></p><p> The decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve&nbsp;where the yields of shorter-duration Treasurys, like the&nbsp;2-year note, rose, while longer duration yields, such as the benchmark 10-year, fell.&nbsp;The retreat in long-dated bonds reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.</p><p><blockquote>股市下跌之际，美联储的行动导致所谓的国债收益率曲线急剧变平，2年期国债等短期国债收益率上升，而基准10年期国债等长期国债收益率下降。长期债券的回落反映了对经济增长的不太乐观，而短端收益率的跃升则显示了对美联储加息的预期。</blockquote></p><p> This phenomenon is hurting bank stocks particularly as bank earnings could take a hit when the spread between short-term and long-term rates narrows. Goldman Sachs shares fell more than 1% Friday, while JPMorgan and Morgan Stanley also traded in the red.</p><p><blockquote>这种现象正在损害银行股，特别是当短期和长期利率之间的利差缩小时，银行盈利可能会受到打击。高盛股价周五下跌超过1%，摩根大通和摩根士丹利也出现亏损。</blockquote></p><p> Fed Chairman Jerome Powell said on Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.</p><p><blockquote>美联储主席鲍威尔周三表示，官员们已经讨论了缩减债券购买，并将在某个时候开始放缓资产购买。</blockquote></p><p> \"Investors may be interpreting the Fed's hawkish tilt Wednesday as a sign that an extended US post-pandemic economic expansion may be a bit harder to achieve in a potentially emerging environment of less accommodative monetary policy,\" said Goldman Sachs' Chris Hussey in a note.</p><p><blockquote>高盛(Goldman Sachs)的克里斯·赫西(Chris Hussey)在一份报告中表示：“投资者可能将美联储周三的鹰派倾向解读为一个迹象，表明在可能出现的货币政策不太宽松的环境下，美国大流行后经济扩张可能更难实现。”</blockquote></p><p> Most commodities prices rebounded a bit on Friday followingsharp declines this week&nbsp;as China attempts to cool rising prices and the U.S. dollar strengthens. Futures prices for copper, gold, and platinum rebounded Friday, but were still down big for the week.</p><p><blockquote>由于中国试图冷却不断上涨的物价和美元走强，大多数大宗商品价格在本周大幅下跌后，周五略有反弹。铜、黄金和铂的期货价格周五反弹，但本周仍大幅下跌。</blockquote></p><p> Chip stocks, which have had a good week, looked set to continue their run on Friday with shares of Nvidia higher by about 1%.</p><p><blockquote>本周表现良好的芯片股周五似乎将继续上涨，英伟达股价上涨约1%。</blockquote></p><p> Adobe shares gained about 3% after earnings and revenue topped estimates.</p><p><blockquote>盈利和收入超出预期后，Adobe股价上涨约3%。</blockquote></p><p> Friday also coincides with the quarterly \"quadruple witching\" where options and futures on indexes and equities expire. Many expect trading to be more volatile in light of this event.</p><p><blockquote>周五也恰逢季度“四重巫术”，指数和股票的期权和期货到期。许多人预计，鉴于这一事件，交易将更加波动。</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>Dow drops 400 points at the open, extending losses in its worst week since January<blockquote>道琼斯指数开盘下跌400点，延续1月份以来最糟糕的一周跌幅</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\">\nDow drops 400 points at the open, extending losses in its worst week since January<blockquote>道琼斯指数开盘下跌400点，延续1月份以来最糟糕的一周跌幅</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\">2021-06-18 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks fell on Friday with the Dow Jones Industrial Average on pace to post its worst week since January, as bank shares led the market sell-off after the Federal Reserve's latest policy update.</p><p><blockquote>美国股市周五下跌，道琼斯工业平均指数有望创下1月份以来最糟糕的一周，美联储最新政策更新后，银行股领跌市场。</blockquote></p><p> The blue-chip average dropped 400 points, bringing its week-to-date losses to 2.8% The S&amp;P 500 fell 0.8%, pushing its loss this week to more than 1%. The tech-heavy Nasdaq Composite dipped 0.5%.</p><p><blockquote>蓝筹股平均指数下跌400点，本周迄今跌幅达到2.8%。标普500下跌0.8%，本周跌幅超过1%。以科技股为主的纳斯达克综合指数下跌0.5%。</blockquote></p><p> Stocks extended their losses asSt. Louis Fed President Jim Bullard said on CNBCthat it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022.</p><p><blockquote>股市扩大跌幅。路易斯联储主席Jim Bullard在CNBC上表示，美联储本周倾向于稍微“鹰派”是很自然的，央行首次加息可能会在2022年进行。</blockquote></p><p> Wall Street registered losses as the Federal Reserve on Wednesday afternoon added two rate hikes to its 2023 forecast and increased its inflation projection for the year.</p><p><blockquote>周三下午，美联储在2023年预测中增加了两次加息，并上调了今年的通胀预测，华尔街出现下跌。</blockquote></p><p> The decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve&nbsp;where the yields of shorter-duration Treasurys, like the&nbsp;2-year note, rose, while longer duration yields, such as the benchmark 10-year, fell.&nbsp;The retreat in long-dated bonds reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.</p><p><blockquote>股市下跌之际，美联储的行动导致所谓的国债收益率曲线急剧变平，2年期国债等短期国债收益率上升，而基准10年期国债等长期国债收益率下降。长期债券的回落反映了对经济增长的不太乐观，而短端收益率的跃升则显示了对美联储加息的预期。</blockquote></p><p> This phenomenon is hurting bank stocks particularly as bank earnings could take a hit when the spread between short-term and long-term rates narrows. Goldman Sachs shares fell more than 1% Friday, while JPMorgan and Morgan Stanley also traded in the red.</p><p><blockquote>这种现象正在损害银行股，特别是当短期和长期利率之间的利差缩小时，银行盈利可能会受到打击。高盛股价周五下跌超过1%，摩根大通和摩根士丹利也出现亏损。</blockquote></p><p> Fed Chairman Jerome Powell said on Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.</p><p><blockquote>美联储主席鲍威尔周三表示，官员们已经讨论了缩减债券购买，并将在某个时候开始放缓资产购买。</blockquote></p><p> \"Investors may be interpreting the Fed's hawkish tilt Wednesday as a sign that an extended US post-pandemic economic expansion may be a bit harder to achieve in a potentially emerging environment of less accommodative monetary policy,\" said Goldman Sachs' Chris Hussey in a note.</p><p><blockquote>高盛(Goldman Sachs)的克里斯·赫西(Chris Hussey)在一份报告中表示：“投资者可能将美联储周三的鹰派倾向解读为一个迹象，表明在可能出现的货币政策不太宽松的环境下，美国大流行后经济扩张可能更难实现。”</blockquote></p><p> Most commodities prices rebounded a bit on Friday followingsharp declines this week&nbsp;as China attempts to cool rising prices and the U.S. dollar strengthens. Futures prices for copper, gold, and platinum rebounded Friday, but were still down big for the week.</p><p><blockquote>由于中国试图冷却不断上涨的物价和美元走强，大多数大宗商品价格在本周大幅下跌后，周五略有反弹。铜、黄金和铂的期货价格周五反弹，但本周仍大幅下跌。</blockquote></p><p> Chip stocks, which have had a good week, looked set to continue their run on Friday with shares of Nvidia higher by about 1%.</p><p><blockquote>本周表现良好的芯片股周五似乎将继续上涨，英伟达股价上涨约1%。</blockquote></p><p> Adobe shares gained about 3% after earnings and revenue topped estimates.</p><p><blockquote>盈利和收入超出预期后，Adobe股价上涨约3%。</blockquote></p><p> Friday also coincides with the quarterly \"quadruple witching\" where options and futures on indexes and equities expire. Many expect trading to be more volatile in light of this event.</p><p><blockquote>周五也恰逢季度“四重巫术”，指数和股票的期权和期货到期。许多人预计，鉴于这一事件，交易将更加波动。</blockquote></p><p></p>\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"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118271544","content_text":"U.S. stocks fell on Friday with the Dow Jones Industrial Average on pace to post its worst week since January, as bank shares led the market sell-off after the Federal Reserve's latest policy update.\nThe blue-chip average dropped 400 points, bringing its week-to-date losses to 2.8% The S&P 500 fell 0.8%, pushing its loss this week to more than 1%. The tech-heavy Nasdaq Composite dipped 0.5%.\nStocks extended their losses asSt. Louis Fed President Jim Bullard said on CNBCthat it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022.\nWall Street registered losses as the Federal Reserve on Wednesday afternoon added two rate hikes to its 2023 forecast and increased its inflation projection for the year.\nThe decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve where the yields of shorter-duration Treasurys, like the 2-year note, rose, while longer duration yields, such as the benchmark 10-year, fell. The retreat in long-dated bonds reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.\nThis phenomenon is hurting bank stocks particularly as bank earnings could take a hit when the spread between short-term and long-term rates narrows. Goldman Sachs shares fell more than 1% Friday, while JPMorgan and Morgan Stanley also traded in the red.\nFed Chairman Jerome Powell said on Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.\n\"Investors may be interpreting the Fed's hawkish tilt Wednesday as a sign that an extended US post-pandemic economic expansion may be a bit harder to achieve in a potentially emerging environment of less accommodative monetary policy,\" said Goldman Sachs' Chris Hussey in a note.\nMost commodities prices rebounded a bit on Friday followingsharp declines this week as China attempts to cool rising prices and the U.S. dollar strengthens. Futures prices for copper, gold, and platinum rebounded Friday, but were still down big for the week.\nChip stocks, which have had a good week, looked set to continue their run on Friday with shares of Nvidia higher by about 1%.\nAdobe shares gained about 3% after earnings and revenue topped estimates.\nFriday also coincides with the quarterly \"quadruple witching\" where options and futures on indexes and equities expire. Many expect trading to be more volatile in light of this event.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148326799,"gmtCreate":1625933561111,"gmtModify":1633931490594,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557811768798613","idStr":"3557811768798613"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/148326799","repostId":"2150370120","repostType":4,"isVote":1,"tweetType":1,"viewCount":3069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808112813,"gmtCreate":1627564627332,"gmtModify":1633763770473,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557811768798613","idStr":"3557811768798613"},"themes":[],"htmlText":"🚀&nbsp;","listText":"🚀&nbsp;","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/808112813","repostId":"1143651896","repostType":4,"isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":861909124,"gmtCreate":1632446132768,"gmtModify":1632723952520,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557811768798613","idStr":"3557811768798613"},"themes":[],"htmlText":"Need to get profits!","listText":"Need to get profits!","text":"Need to get profits!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/861909124","repostId":"1145641034","repostType":4,"isVote":1,"tweetType":1,"viewCount":3185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838960985,"gmtCreate":1629365751047,"gmtModify":1633685386922,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557811768798613","idStr":"3557811768798613"},"themes":[],"htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838960985","repostId":"1139347294","repostType":4,"isVote":1,"tweetType":1,"viewCount":1806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348883647,"gmtCreate":1617910258089,"gmtModify":1634295838543,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557811768798613","idStr":"3557811768798613"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/348883647","repostId":"1112389819","repostType":4,"repost":{"id":"1112389819","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1617854410,"share":"https://www.laohu8.com/m/news/1112389819?lang=zh_CN&edition=full","pubTime":"2021-04-08 12:00","market":"us","language":"en","title":"Cathie Wood Adds These Stocks To The Newly-Created Space Exploration ETF And Others<blockquote>Cathie Wood将这些股票添加到新创建的太空探索ETF等中</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112389819","media":"Benzinga","summary":"Cathie Wood’s Ark Investment Management sends out an email every night listing the stocks that were ","content":"<p>Cathie Wood’s Ark Investment Management sends out an email every night listing the stocks that were bought or sold by the firm's ETFs that day. In recent months, the emails have known to cause certain stocks to see a spike in the after-hours session. Here’s a list of 35 stocks that the hedge fund bought and sold on Wednesday.</p><p><blockquote>Cathie Wood的Ark Investment Management每天晚上都会发送一封电子邮件，列出该公司ETF当天买入或卖出的股票。近几个月来，众所周知，这些电子邮件会导致某些股票在盘后交易中飙升。以下是该对冲基金周三买卖的35只股票的列表。</blockquote></p><p> Trades For<b>ArkSpace Exploration &amp; Innovation ETF</b>ARKX 1.32%:</p><p><blockquote>交易为<b>ArkSpace探索与创新ETF</b>ARKX 1.32%：</blockquote></p><p> <b>Atlas Crest Investment Corp</b>ACIC 1.35%: Bought 141,100 shares of the blank check company, representing about 0.2503% of the ETF.</p><p><blockquote><b>阿特拉斯克雷斯特投资公司</b>ACIC 1.35%：购买了空白支票公司141,100股股票，约占ETF的0.2503%。</blockquote></p><p> Atlas Crest shares closed 1.57% lower at $10.06 on Wednesday and were up 1.89% in after-hours trading. The stock has a 52-week high of $18.60 and low of $9.73.</p><p><blockquote>Atlas Crest股价周三收盘下跌1.57%，至10.06美元，盘后交易中上涨1.89%。该股52周高点为18.60美元，低点为9.73美元。</blockquote></p><p> <b>Jaws Spitfire Acquisition Corp</b>SPFR 0.38%: Bought 241,618 shares of the blank check company, representing about 0.4389% of the ETF.</p><p><blockquote><b>大白鲨喷火收购公司</b>SPFR 0.38%：购买了the blank check company的241,618股股票，约占ETF的0.4389%。</blockquote></p><p> Jaws stock closed 0.3% higher at $10.46 on Wednesday and rose 1.91% in the after-hours. It has a 52-week high of $12.10 and low of $9.95.</p><p><blockquote>Jaws股价周三收盘上涨0.3%，至10.46美元，盘后上涨1.91%。52周高点为12.10美元，低点为9.95美元。</blockquote></p><p> <b>Iridium Communications Inc</b>IRDM 2.05%: Bought 35,963 shares of the mobile<b>satellite communications</b>services, representing about 0.2525% of the ETF.</p><p><blockquote><b>铱星通信公司</b>IRDM 2.05%：购买35,963股mobile股票<b>卫星通信</b>服务，约占ETF的0.2525%。</blockquote></p><p> <i>See Also:The First 39 Companies In Cathie Wood's Ark Invest Space ETF</i></p><p><blockquote><i>另请参阅：Cathie Wood的Ark Invest Space ETF中的前39家公司</i></blockquote></p><p> Iridium shares closed 2.05% lower at $40.07 and were up 1.07% in after-hours trading. The stock has a 52-week high of $54.65 and low of $19.18.</p><p><blockquote>铱星股价收盘下跌2.05%，至40.07美元，盘后交易中上涨1.07%。该股52周高点为54.65美元，低点为19.18美元。</blockquote></p><p> <b>Reinvent Technology Partners</b>RTP 0.2%: Bought 140,900 shares of the blank-check company, representing 0.2496% of the ETF.</p><p><blockquote><b>重塑技术合作伙伴</b>RTP 0.2%：购买了空白支票公司140,900股股票，占ETF的0.2496%。</blockquote></p><p> Reinvent shares closed 0.39% lower at $10.11 and were up 1% in after-hours trading. The stock has a 52-week high of $17 and low of $9.86.</p><p><blockquote>Reinvent股价收盘下跌0.39%，至10.11美元，盘后交易中上涨1%。该股52周高点为17美元，低点为9.86美元。</blockquote></p><p> <b>Teradyne Inc</b>TER 0.45%: Sold 11,302 shares of the equipment design and manufacturing company, representing about 0.259% of the ETF.</p><p><blockquote><b>泰瑞达公司</b>TER 0.45%：出售了这家设备设计和制造公司的11,302股股票，约占ETF的0.259%。</blockquote></p><p> Teradyne shares closed 0.45% lower at $131.78. The stock has a 52-week high of $147.90 and low of $56.42.</p><p><blockquote>泰瑞达股价收盘下跌0.45%，至131.78美元。该股52周高点为147.90美元，低点为56.42美元。</blockquote></p><p> <b>Deere &amp; Co</b>DE 0.28%: Sold 7,781 shares of the agriculture, construction and forestry equipment maker, representing about 0.5072% of the ETF.</p><p><blockquote><b>Deere公司</b>DE 0.28%：出售7,781股农业、建筑和林业设备制造商股票，约占ETF的0.5072%。</blockquote></p><p> Deere shares closed 0.22% lower at $374.79.The stock has a 52-week high of $392.42 and low of $117.85.</p><p><blockquote>Deere股价收盘下跌0.22%，至374.79美元。该股52周高点为392.42美元，低点为117.85美元。</blockquote></p><p> <b>AeroVironment Inc</b>AVAV 3.44%: Sold 5,100 shares in the California-headquartered defense contractor, representing about 0.10% of the ETF.</p><p><blockquote><b>航空环境公司</b>AVAV 3.44%：出售了这家总部位于加州的国防承包商的5,100股股票，约占ETF的0.10%。</blockquote></p><p> AeroVironment stock closed 3.44% lower at $113.37 on Wednesday. It has a 52-week high of $143.72 and low of $53.15.</p><p><blockquote>AeroVironment股价周三收盘下跌3.44%，至113.37美元。52周高点为143.72美元，低点为53.15美元。</blockquote></p><p> <b>Taiwan Semiconductor Mfg. Co</b>TSM 2.06%: Sold 28,749 shares in the semiconductor manufacturing and design company, representing about 0.603% of the ETF.</p><p><blockquote><b>台积电制造公司。Co</b>TSM 2.06%：出售这家半导体制造和设计公司的28,749股股票，约占ETF的0.603%。</blockquote></p><p> Taiwan Semiconductor stock closed 2.08% lower at $119.89 on Wednesday. It has a 52-week high of $142.20 and low of $47.72.</p><p><blockquote>台积电股价周三收盘下跌2.08%，至119.89美元。52周高点为142.20美元，低点为47.72美元。</blockquote></p><p> Trades For<b>Ark Fintech Innovation ETF</b>ARKF 1.24%:</p><p><blockquote>交易为<b>方舟金融科技创新ETF</b>ARKF 1.24%：</blockquote></p><p> <b>Base Inc</b>BAINF 0.97%: Bought 313,000 shares in Tokyo of the online services company that develops and builds e-commerce platforms, representing about 0.1195% of the ETF.</p><p><blockquote><b>基地公司</b>BAINF 0.97%：购买了东京一家开发和建设电子商务平台的在线服务公司的313,000股股票，约占ETF的0.1195%。</blockquote></p><p> Base OTC stock closed 0.97% higher at $15.65 on Wednesday. It has a 52-week high of $179 and low of $14.61.</p><p><blockquote>周三，基础场外交易股票收盘上涨0.97%，至15.65美元。52周高点为179美元，低点为14.61美元。</blockquote></p><p> <b>Yeahka Ltd</b>YHEKF: Bought 997,200 shares in Hong Kong of the payment-based technology platform, representing about 0.18% of the ETF.</p><p><blockquote><b>移卡有限公司</b>YHEKF：在香港购买了997,200股基于支付的技术平台，约占ETF的0.18%。</blockquote></p><p> Yeahka stock closed 0.64% lower at $7.75 on Wednesday. It has a 52-week high of $15.28 and low of $4.78.</p><p><blockquote>移卡股价周三收盘下跌0.64%，至7.75美元。52周高点为15.28美元，低点为4.78美元。</blockquote></p><p> <b>LendingClub Corp</b>LC 0.95%: Bought 204,348 shares of the peer-to-peer lending company, representing about 0.0789% of the ETF.</p><p><blockquote><b>LendingClub公司</b>LC 0.95%：购买了204,348股P2P借贷公司股票，约占ETF的0.0789%。</blockquote></p><p> LendingClub stock closed 0.88% lower at $15.7 on Wednesday. It has a 52-week high of $22.68 and low of $4.32.</p><p><blockquote>LendingClub股价周三收盘下跌0.88%，至15.7美元。52周高点为22.68美元，低点为4.32美元。</blockquote></p><p> <b>LendingTree Inc</b>TREE 5.34%: Sold 15,762 shares of the online lending marketplace company, representing about 0.0824% of the ETF.</p><p><blockquote><b>LendingTree公司</b>TREE 5.34%：出售在线借贷市场公司15,762股股票，约占ETF的0.0824%。</blockquote></p><p> LendingTree stock closed 5.34% higher at $229.26 on Wednesday. It has a 52-week high of $372.64 and low of $175.</p><p><blockquote>LendingTree股价周三收盘上涨5.34%，至229.26美元。52周高点为372.64美元，低点为175美元。</blockquote></p><p> Trades For<b>Ark Genomic Revolution ETF</b>ARKG 3.26%:</p><p><blockquote>交易为<b>方舟基因组革命ETF</b>ARKG 3.26%：</blockquote></p><p> <b>10X Genomics Inc</b>TXG 6.03%: Bought 78,908 shares of the gene sequencing biotechnology company, representing about 0.1526% of the ETF.</p><p><blockquote><b>10X基因组学公司</b>TXG 6.03%：买入基因测序生物技术公司78,908股，约占ETF的0.1526%。</blockquote></p><p> 10X shares closed 6.03% lower at $185.34 on Wednesday. It has a 52-week high of $201.70 and low of $58.11.</p><p><blockquote>10X股价周三收盘下跌6.03%，至185.34美元。52周高点为201.70美元，低点为58.11美元。</blockquote></p><p> <b>Signify Health Inc</b>SGFY 3.65%: Bought 182,193 shares of the healthcare tech company, representing about 0.0508% of the ETF.</p><p><blockquote><b>昕诺飞健康公司</b>SGFY 3.65%：购买了这家医疗保健科技公司的182,193股股票，约占ETF的0.0508%。</blockquote></p><p> Signify shares closed 4.08% lower at $26.35 on Wednesday and were up 0.53% in after-hours. It has a 52-week high of $40.79 and low of $22.13.</p><p><blockquote>Signify股价周三收盘下跌4.08%，至26.35美元，盘后上涨0.53%。52周高点为40.79美元，低点为22.13美元。</blockquote></p><p> <b>Repare Therapeutics Inc</b>RPTX 0.78%: Bought 10,700 shares of the Canadian oncology company, representing about 0.0035% of the ETF.</p><p><blockquote><b>修复治疗公司</b>RPTX 0.78%：购买了加拿大肿瘤公司10,700股股票，约占ETF的0.0035%。</blockquote></p><p> Repare stock closed 0.78% higher at $30.96 on Wednesday. It has a 52-week high of $46.44 and low of $21.45.</p><p><blockquote>Repare股价周三收盘上涨0.78%，至30.96美元。52周高点为46.44美元，低点为21.45美元。</blockquote></p><p> <b>908 Devices Inc</b>MASS 6.18%: Bought 51,661 shares of the purpose-built handheld and devices for chemical and biomolecular analysis maker, representing about 0.0273% of the ETF.</p><p><blockquote><b>908设备公司</b>MASS 6.18%：购买了这家化学和生物分子分析专用手持设备和设备制造商的51,661股股票，约占ETF的0.0273%。</blockquote></p><p> 908 Devices stock closed 6.18% lower at $46.95 on Wednesday. It has a 52-week high of $79.60 and low of $38.88.</p><p><blockquote>908 Devices股价周三收盘下跌6.18%，至46.95美元。52周高点为79.60美元，低点为38.88美元。</blockquote></p><p></p><p> <b>Pluristem Therapeutics Inc</b>PSTI 2.09%: Sold 2,220 shares of the Israel-based stemcell company, representing about 0.0001% of the ETF.</p><p><blockquote><b>Pluristem治疗公司</b>PSTI 2.09%：出售2,220股以色列干细胞公司股票，约占ETF的0.0001%。</blockquote></p><p> Pluristem stock closed 2.09% higher at $4.89 on Wednesday. It has a 52-week high of $13.29 and low of $3.95.</p><p><blockquote>Pluristem股价周三收盘上涨2.09%，至4.89美元。52周高点为13.29美元，低点为3.95美元。</blockquote></p><p> Trades For<b>ArkInnovation ETF</b>ARKK 2.33%:</p><p><blockquote>交易为<b>ArkInnovation ETF</b>ARKK 2.33%：</blockquote></p><p> <b>Zoom Video Communications Inc</b>ZM 2.03%: Bought 98,500 shares of the video calling company, representing about 0.1326% of the ETF.</p><p><blockquote><b>Zoom Video通信公司</b>ZM 2.03%：购买了98,500股视频通话公司股票，约占ETF的0.1326%。</blockquote></p><p> Zoom stock closed 2.03% lower at $323.08 on Wednesday. It has a 52-week high of $588.84 and low of $109.57.</p><p><blockquote>Zoom股价周三收盘下跌2.03%，至323.08美元。52周高点为588.84美元，低点为109.57美元。</blockquote></p><p> <b>10X Genomics Inc</b>TXG 6.03%: Bought 111,047 shares of the gene sequencing biotechnology company, representing about 0.0865% of the ETF.</p><p><blockquote><b>10X基因组学公司</b>TXG 6.03%：买入基因测序生物技术公司111,047股，约占ETF的0.0865%。</blockquote></p><p> 10X shares closed 6.03% lower at $185.34 on Wednesday. It has a 52-week high of $201.70 and low of $58.11.</p><p><blockquote>10X股价周三收盘下跌6.03%，至185.34美元。52周高点为201.70美元，低点为58.11美元。</blockquote></p><p> <b>Trimble Inc</b>TRMB 3.84%: Bought 237,782 shares of the California-based hardware, software and services technology company, representing about 0.0813% of the ETF.</p><p><blockquote><b>天宝公司</b>TRMB 3.84%：购买了这家总部位于加州的硬件、软件和服务技术公司的237,782股股票，约占ETF的0.0813%。</blockquote></p><p> Trimble shares closed 3.84% lower at $79.74 on Wednesday. It has a 52-week high of $84.86 and low of $30.87.</p><p><blockquote>Trimble股价周三收盘下跌3.84%，至79.74美元。52周高点为84.86美元，低点为30.87美元。</blockquote></p><p> <b>Palantir Technologies Inc</b>PLTR 1.57%: Bought 1,045,600 shares of the big data analytics company, representing about 0.1007% of the ETF.</p><p><blockquote><b>Palantir技术公司</b>PLTR 1.57%：购买了这家大数据分析公司1,045,600股股票，约占ETF的0.1007%。</blockquote></p><p> Palantir shares closed 1.59% lower at $22.90 on Wednesday and rose 1.05% in the after-hours. It has a 52-week high of $45 and low of $8.90.</p><p><blockquote>Palantir股价周三收盘下跌1.59%，至22.90美元，盘后上涨1.05%。52周高点为45美元，低点为8.90美元。</blockquote></p><p> <b>Docusign Inc</b>DOCU: Bought 103,783 shares of the online signature services company, representing about 0.0891% of the ETF.</p><p><blockquote><b>Docusign公司</b>DOCU：购买了在线签名服务公司103,783股，约占ETF的0.0891%。</blockquote></p><p> Docusign shares closed flat at $205.71 on Wednesday and were up 0.63% in after-hours trading. The stock has a 52-week high of $290.23 and low of $85.84.</p><p><blockquote>Docusign股价周三收于205.71美元，盘后交易中上涨0.63%。该股52周高点为290.23美元，低点为85.84美元。</blockquote></p><p> <b>DraftKings Inc</b>DKNG 2.68%: Bought 610,847 shares of the daily fantasy sports company, representing about 0.1595% of the ETF.</p><p><blockquote><b>DraftKings公司</b>DKNG 2.68%：购买每日幻想体育公司610,847股，约占ETF的0.1595%。</blockquote></p><p> DraftKings shares closed 2.68% lower at $62.09 on Wednesday and were up 0.64% in the after-hours. It has a 52-week high of $74.38 and low of $12.68.</p><p><blockquote>DraftKings股价周三收盘下跌2.68%，至62.09美元，盘后上涨0.64%。52周高点为74.38美元，低点为12.68美元。</blockquote></p><p> Trades for<b>ARK Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ):</p><p><blockquote>交易为<b>ARK自主技术与机器人ETF</b>（蝙蝠：ARKQ）：</blockquote></p><p> <b>Atlas Crest Investment Corp</b>ACIC 1.35%: Bought 71,635 shares of the blank check company, representing about 0.0214% of the ETF.</p><p><blockquote><b>阿特拉斯克雷斯特投资公司</b>ACIC 1.35%：购买了71,635股空白支票公司股票，约占ETF的0.0214%。</blockquote></p><p> Atlas Crest shares closed 1.57% lower at $10.06 on Wednesday and were up 1.89% in after-hours trading. The stock has a 52-week high of $18.60 and low of $9.73.</p><p><blockquote>Atlas Crest股价周三收盘下跌1.57%，至10.06美元，盘后交易中上涨1.89%。该股52周高点为18.60美元，低点为9.73美元。</blockquote></p><p> <b>Alphabet Inc</b>GOOGL 1.35%GOOG 1.12%: Sold 16,651 Class C shares of the Google parent company, representing about 1.10% of the ETF.</p><p><blockquote><b>Alphabet公司</b>GOOGL 1.35%GOOG 1.12%：出售16,651股谷歌母公司C类股票，约占ETF的1.10%。</blockquote></p><p> Alphabet shares closed 1.35% higher at $2239.03 on Wednesday and were up 0.40% in the after-hours. The stock has a 52-week high of $2,244.50 and low of $1,177.25.</p><p><blockquote>Alphabet股价周三收盘上涨1.35%，至2239.03美元，盘后上涨0.40%。该股52周高点为2,244.50美元，低点为1,177.25美元。</blockquote></p><p> <b>Iridium Communications Inc</b>IRDM 2.05%: Bought 59,521 shares of the mobile<b>satellite communications</b>services, representing about 0.0705% of the ETF.</p><p><blockquote><b>铱星通信公司</b>IRDM 2.05%：购买59,521股mobile股票<b>卫星通信</b>服务，约占ETF的0.0705%。</blockquote></p><p> Iridium shares closed 2.05% lower at $40.07 and were up 1.07% in after-hours trading. The stock has a 52-week high of $54.65 and low of $19.18.</p><p><blockquote>铱星股价收盘下跌2.05%，至40.07美元，盘后交易中上涨1.07%。该股52周高点为54.65美元，低点为19.18美元。</blockquote></p><p> <b>Kratos Defense &amp; Security Solutions</b>KTOS 2.34%: Bought 313,506 shares of the U.S. defense contractor and security systems integrator company, representing about 0.2583% of the company.</p><p><blockquote><b>奎托斯防御与安全解决方案</b>KTOS 2.34%：购买了这家美国国防承包商和安全系统集成商公司的313,506股股票，约占该公司的0.2583%。</blockquote></p><p> Kratos Defense shares closed 2.34% lower at $27.97 on Wednesday and were up 1.07% in the after-hours. The stock has a 52-week high of $34.11 and low of $13.34.</p><p><blockquote>Kratos Defense股价周三收盘下跌2.34%，至27.97美元，盘后上涨1.07%。该股52周高点为34.11美元，低点为13.34美元。</blockquote></p><p> <b>Taiwan Semiconductor Mfg. Co</b>TSM 2.06%: Sold 97,700 shares in the semiconductor manufacturing and design company, representing about 0.3467% of the ETF.</p><p><blockquote><b>台积电制造公司。Co</b>TSM 2.06%：出售这家半导体制造和设计公司的97,700股股票，约占ETF的0.3467%。</blockquote></p><p> Taiwan Semiconductor stock closed 2.08% lower at $119.89 on Wednesday. It has a 52-week high of $142.20 and low of $47.72.</p><p><blockquote>台积电股价周三收盘下跌2.08%，至119.89美元。52周高点为142.20美元，低点为47.72美元。</blockquote></p><p> <b>Teradyne Inc</b>TER 0.45%: Sold 98,161 shares of the equipment design and manufacturing company, representing about 0.3802% of the ETF.</p><p><blockquote><b>泰瑞达公司</b>TER 0.45%：出售这家设备设计和制造公司的98,161股，约占ETF的0.3802%。</blockquote></p><p> Teradyne shares closed 0.45% lower at $131.78. The stock has a 52-week high of $147.90 and low of $56.42.</p><p><blockquote>泰瑞达股价收盘下跌0.45%，至131.78美元。该股52周高点为147.90美元，低点为56.42美元。</blockquote></p><p> <b>Deere &amp; Co</b>DE 0.28%: Sold 37,795 shares of the agriculture, construction and forestry equipment maker, representing about 0.4162% of the ETF.</p><p><blockquote><b>Deere公司</b>DE 0.28%：出售这家农业、建筑和林业设备制造商的37,795股股票，约占ETF的0.4162%。</blockquote></p><p> Deere shares closed 0.22% lower at $374.79.The stock has a 52-week high of $392.42 and low of $117.85.</p><p><blockquote>Deere股价收盘下跌0.22%，至374.79美元。该股52周高点为392.42美元，低点为117.85美元。</blockquote></p><p> <b>Caterpillar Inc</b>CAT 0.11%: Sold 59,610 shares of the agriculture, construction, mining and forestry equipment maker, representing about 0.4051% of the ETF.</p><p><blockquote><b>卡特彼勒公司</b>CAT 0.11%：出售了这家农业、建筑、采矿和林业设备制造商的59,610股股票，约占ETF的0.4051%。</blockquote></p><p> Caterpillar shares closed 0.1% lower at $230.41.The stock has a 52-week high of $237.78 and low of $100.22.</p><p><blockquote>卡特彼勒股价收盘下跌0.1%，至230.41美元。该股52周高点为237.78美元，低点为100.22美元。</blockquote></p><p> Trades For<b>ARK Next Generation Internet ETF</b>ARKW 1.62%</p><p><blockquote>交易为<b>方舟下一代互联网ETF</b>ARKW 1.62%</blockquote></p><p> <b>Trade Desk Inc</b>TTD 1.23%: Bought 23,750 shares of the technology platform for ad buyers company, representing about 0.23% of the ETF.</p><p><blockquote><b>贸易台公司</b>TTD 1.23%：为广告买家公司购买了23,750股技术平台股票，约占ETF的0.23%。</blockquote></p><p> Trade Desk shares closed 1.23% higher at $677.87 on Wednesday and were up 0.31% in after-hours. It has a 52-week high of $972.80 and low of $190.29.</p><p><blockquote>Trade Desk股价周三收盘上涨1.23%，至677.87美元，盘后上涨0.31%。52周高点为972.80美元，低点为190.29美元。</blockquote></p><p> <b>LendingClub Corp</b>LC 0.95%: Bought 150,245 shares of the peer-to-peer lending company, representing about 0.0337% of the ETF.</p><p><blockquote><b>LendingClub公司</b>LC 0.95%：购买了150,245股P2P借贷公司股票，约占ETF的0.0337%。</blockquote></p><p></p><p> LendingClub stock closed 0.88% lower at $15.7 on Wednesday. It has a 52-week high of $22.68 and low of $4.32.</p><p><blockquote>LendingClub股价周三收盘下跌0.88%，至15.7美元。52周高点为22.68美元，低点为4.32美元。</blockquote></p><p> <b>Synopsys Inc</b>SNPS 0.14%: Sold 70,396 shares of the electronic design automation company, representing about 0.2588% of the ETF.</p><p><blockquote><b>新思科技公司</b>SNPS 0.14%：出售70,396股电子设计自动化公司股票，约占ETF的0.2588%。</blockquote></p><p> Synopsys shares closed 0.14% lower at $257 on Wednesday. It has a 52-week high of $300.91 and low of $133.27.</p><p><blockquote>Synopsys股价周三收盘下跌0.14%，至257美元。52周高点为300.91美元，低点为133.27美元。</blockquote></p><p> <b>LendingTree Inc</b>TREE 5.34%: Sold 12,129 shares of the online lending marketplace company, representing about 0.0406% of the ETF.</p><p><blockquote><b>LendingTree公司</b>TREE 5.34%：出售在线借贷市场公司12,129股股票，约占ETF的0.0406%。</blockquote></p><p> LendingTree stock closed 5.34% higher at $229.26 on Wednesday. It has a 52-week high of $372.64 and low of $175.</p><p><blockquote>LendingTree股价周三收盘上涨5.34%，至229.26美元。52周高点为372.64美元，低点为175美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Adds These Stocks To The Newly-Created Space Exploration ETF And Others<blockquote>Cathie Wood将这些股票添加到新创建的太空探索ETF等中</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\">\nCathie Wood Adds These Stocks To The Newly-Created Space Exploration ETF And Others<blockquote>Cathie Wood将这些股票添加到新创建的太空探索ETF等中</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-08 12:00</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Cathie Wood’s Ark Investment Management sends out an email every night listing the stocks that were bought or sold by the firm's ETFs that day. In recent months, the emails have known to cause certain stocks to see a spike in the after-hours session. Here’s a list of 35 stocks that the hedge fund bought and sold on Wednesday.</p><p><blockquote>Cathie Wood的Ark Investment Management每天晚上都会发送一封电子邮件，列出该公司ETF当天买入或卖出的股票。近几个月来，众所周知，这些电子邮件会导致某些股票在盘后交易中飙升。以下是该对冲基金周三买卖的35只股票的列表。</blockquote></p><p> Trades For<b>ArkSpace Exploration &amp; Innovation ETF</b>ARKX 1.32%:</p><p><blockquote>交易为<b>ArkSpace探索与创新ETF</b>ARKX 1.32%：</blockquote></p><p> <b>Atlas Crest Investment Corp</b>ACIC 1.35%: Bought 141,100 shares of the blank check company, representing about 0.2503% of the ETF.</p><p><blockquote><b>阿特拉斯克雷斯特投资公司</b>ACIC 1.35%：购买了空白支票公司141,100股股票，约占ETF的0.2503%。</blockquote></p><p> Atlas Crest shares closed 1.57% lower at $10.06 on Wednesday and were up 1.89% in after-hours trading. The stock has a 52-week high of $18.60 and low of $9.73.</p><p><blockquote>Atlas Crest股价周三收盘下跌1.57%，至10.06美元，盘后交易中上涨1.89%。该股52周高点为18.60美元，低点为9.73美元。</blockquote></p><p> <b>Jaws Spitfire Acquisition Corp</b>SPFR 0.38%: Bought 241,618 shares of the blank check company, representing about 0.4389% of the ETF.</p><p><blockquote><b>大白鲨喷火收购公司</b>SPFR 0.38%：购买了the blank check company的241,618股股票，约占ETF的0.4389%。</blockquote></p><p> Jaws stock closed 0.3% higher at $10.46 on Wednesday and rose 1.91% in the after-hours. It has a 52-week high of $12.10 and low of $9.95.</p><p><blockquote>Jaws股价周三收盘上涨0.3%，至10.46美元，盘后上涨1.91%。52周高点为12.10美元，低点为9.95美元。</blockquote></p><p> <b>Iridium Communications Inc</b>IRDM 2.05%: Bought 35,963 shares of the mobile<b>satellite communications</b>services, representing about 0.2525% of the ETF.</p><p><blockquote><b>铱星通信公司</b>IRDM 2.05%：购买35,963股mobile股票<b>卫星通信</b>服务，约占ETF的0.2525%。</blockquote></p><p> <i>See Also:The First 39 Companies In Cathie Wood's Ark Invest Space ETF</i></p><p><blockquote><i>另请参阅：Cathie Wood的Ark Invest Space ETF中的前39家公司</i></blockquote></p><p> Iridium shares closed 2.05% lower at $40.07 and were up 1.07% in after-hours trading. The stock has a 52-week high of $54.65 and low of $19.18.</p><p><blockquote>铱星股价收盘下跌2.05%，至40.07美元，盘后交易中上涨1.07%。该股52周高点为54.65美元，低点为19.18美元。</blockquote></p><p> <b>Reinvent Technology Partners</b>RTP 0.2%: Bought 140,900 shares of the blank-check company, representing 0.2496% of the ETF.</p><p><blockquote><b>重塑技术合作伙伴</b>RTP 0.2%：购买了空白支票公司140,900股股票，占ETF的0.2496%。</blockquote></p><p> Reinvent shares closed 0.39% lower at $10.11 and were up 1% in after-hours trading. The stock has a 52-week high of $17 and low of $9.86.</p><p><blockquote>Reinvent股价收盘下跌0.39%，至10.11美元，盘后交易中上涨1%。该股52周高点为17美元，低点为9.86美元。</blockquote></p><p> <b>Teradyne Inc</b>TER 0.45%: Sold 11,302 shares of the equipment design and manufacturing company, representing about 0.259% of the ETF.</p><p><blockquote><b>泰瑞达公司</b>TER 0.45%：出售了这家设备设计和制造公司的11,302股股票，约占ETF的0.259%。</blockquote></p><p> Teradyne shares closed 0.45% lower at $131.78. The stock has a 52-week high of $147.90 and low of $56.42.</p><p><blockquote>泰瑞达股价收盘下跌0.45%，至131.78美元。该股52周高点为147.90美元，低点为56.42美元。</blockquote></p><p> <b>Deere &amp; Co</b>DE 0.28%: Sold 7,781 shares of the agriculture, construction and forestry equipment maker, representing about 0.5072% of the ETF.</p><p><blockquote><b>Deere公司</b>DE 0.28%：出售7,781股农业、建筑和林业设备制造商股票，约占ETF的0.5072%。</blockquote></p><p> Deere shares closed 0.22% lower at $374.79.The stock has a 52-week high of $392.42 and low of $117.85.</p><p><blockquote>Deere股价收盘下跌0.22%，至374.79美元。该股52周高点为392.42美元，低点为117.85美元。</blockquote></p><p> <b>AeroVironment Inc</b>AVAV 3.44%: Sold 5,100 shares in the California-headquartered defense contractor, representing about 0.10% of the ETF.</p><p><blockquote><b>航空环境公司</b>AVAV 3.44%：出售了这家总部位于加州的国防承包商的5,100股股票，约占ETF的0.10%。</blockquote></p><p> AeroVironment stock closed 3.44% lower at $113.37 on Wednesday. It has a 52-week high of $143.72 and low of $53.15.</p><p><blockquote>AeroVironment股价周三收盘下跌3.44%，至113.37美元。52周高点为143.72美元，低点为53.15美元。</blockquote></p><p> <b>Taiwan Semiconductor Mfg. Co</b>TSM 2.06%: Sold 28,749 shares in the semiconductor manufacturing and design company, representing about 0.603% of the ETF.</p><p><blockquote><b>台积电制造公司。Co</b>TSM 2.06%：出售这家半导体制造和设计公司的28,749股股票，约占ETF的0.603%。</blockquote></p><p> Taiwan Semiconductor stock closed 2.08% lower at $119.89 on Wednesday. It has a 52-week high of $142.20 and low of $47.72.</p><p><blockquote>台积电股价周三收盘下跌2.08%，至119.89美元。52周高点为142.20美元，低点为47.72美元。</blockquote></p><p> Trades For<b>Ark Fintech Innovation ETF</b>ARKF 1.24%:</p><p><blockquote>交易为<b>方舟金融科技创新ETF</b>ARKF 1.24%：</blockquote></p><p> <b>Base Inc</b>BAINF 0.97%: Bought 313,000 shares in Tokyo of the online services company that develops and builds e-commerce platforms, representing about 0.1195% of the ETF.</p><p><blockquote><b>基地公司</b>BAINF 0.97%：购买了东京一家开发和建设电子商务平台的在线服务公司的313,000股股票，约占ETF的0.1195%。</blockquote></p><p> Base OTC stock closed 0.97% higher at $15.65 on Wednesday. It has a 52-week high of $179 and low of $14.61.</p><p><blockquote>周三，基础场外交易股票收盘上涨0.97%，至15.65美元。52周高点为179美元，低点为14.61美元。</blockquote></p><p> <b>Yeahka Ltd</b>YHEKF: Bought 997,200 shares in Hong Kong of the payment-based technology platform, representing about 0.18% of the ETF.</p><p><blockquote><b>移卡有限公司</b>YHEKF：在香港购买了997,200股基于支付的技术平台，约占ETF的0.18%。</blockquote></p><p> Yeahka stock closed 0.64% lower at $7.75 on Wednesday. It has a 52-week high of $15.28 and low of $4.78.</p><p><blockquote>移卡股价周三收盘下跌0.64%，至7.75美元。52周高点为15.28美元，低点为4.78美元。</blockquote></p><p> <b>LendingClub Corp</b>LC 0.95%: Bought 204,348 shares of the peer-to-peer lending company, representing about 0.0789% of the ETF.</p><p><blockquote><b>LendingClub公司</b>LC 0.95%：购买了204,348股P2P借贷公司股票，约占ETF的0.0789%。</blockquote></p><p> LendingClub stock closed 0.88% lower at $15.7 on Wednesday. It has a 52-week high of $22.68 and low of $4.32.</p><p><blockquote>LendingClub股价周三收盘下跌0.88%，至15.7美元。52周高点为22.68美元，低点为4.32美元。</blockquote></p><p> <b>LendingTree Inc</b>TREE 5.34%: Sold 15,762 shares of the online lending marketplace company, representing about 0.0824% of the ETF.</p><p><blockquote><b>LendingTree公司</b>TREE 5.34%：出售在线借贷市场公司15,762股股票，约占ETF的0.0824%。</blockquote></p><p> LendingTree stock closed 5.34% higher at $229.26 on Wednesday. It has a 52-week high of $372.64 and low of $175.</p><p><blockquote>LendingTree股价周三收盘上涨5.34%，至229.26美元。52周高点为372.64美元，低点为175美元。</blockquote></p><p> Trades For<b>Ark Genomic Revolution ETF</b>ARKG 3.26%:</p><p><blockquote>交易为<b>方舟基因组革命ETF</b>ARKG 3.26%：</blockquote></p><p> <b>10X Genomics Inc</b>TXG 6.03%: Bought 78,908 shares of the gene sequencing biotechnology company, representing about 0.1526% of the ETF.</p><p><blockquote><b>10X基因组学公司</b>TXG 6.03%：买入基因测序生物技术公司78,908股，约占ETF的0.1526%。</blockquote></p><p> 10X shares closed 6.03% lower at $185.34 on Wednesday. It has a 52-week high of $201.70 and low of $58.11.</p><p><blockquote>10X股价周三收盘下跌6.03%，至185.34美元。52周高点为201.70美元，低点为58.11美元。</blockquote></p><p> <b>Signify Health Inc</b>SGFY 3.65%: Bought 182,193 shares of the healthcare tech company, representing about 0.0508% of the ETF.</p><p><blockquote><b>昕诺飞健康公司</b>SGFY 3.65%：购买了这家医疗保健科技公司的182,193股股票，约占ETF的0.0508%。</blockquote></p><p> Signify shares closed 4.08% lower at $26.35 on Wednesday and were up 0.53% in after-hours. It has a 52-week high of $40.79 and low of $22.13.</p><p><blockquote>Signify股价周三收盘下跌4.08%，至26.35美元，盘后上涨0.53%。52周高点为40.79美元，低点为22.13美元。</blockquote></p><p> <b>Repare Therapeutics Inc</b>RPTX 0.78%: Bought 10,700 shares of the Canadian oncology company, representing about 0.0035% of the ETF.</p><p><blockquote><b>修复治疗公司</b>RPTX 0.78%：购买了加拿大肿瘤公司10,700股股票，约占ETF的0.0035%。</blockquote></p><p> Repare stock closed 0.78% higher at $30.96 on Wednesday. It has a 52-week high of $46.44 and low of $21.45.</p><p><blockquote>Repare股价周三收盘上涨0.78%，至30.96美元。52周高点为46.44美元，低点为21.45美元。</blockquote></p><p> <b>908 Devices Inc</b>MASS 6.18%: Bought 51,661 shares of the purpose-built handheld and devices for chemical and biomolecular analysis maker, representing about 0.0273% of the ETF.</p><p><blockquote><b>908设备公司</b>MASS 6.18%：购买了这家化学和生物分子分析专用手持设备和设备制造商的51,661股股票，约占ETF的0.0273%。</blockquote></p><p> 908 Devices stock closed 6.18% lower at $46.95 on Wednesday. It has a 52-week high of $79.60 and low of $38.88.</p><p><blockquote>908 Devices股价周三收盘下跌6.18%，至46.95美元。52周高点为79.60美元，低点为38.88美元。</blockquote></p><p></p><p> <b>Pluristem Therapeutics Inc</b>PSTI 2.09%: Sold 2,220 shares of the Israel-based stemcell company, representing about 0.0001% of the ETF.</p><p><blockquote><b>Pluristem治疗公司</b>PSTI 2.09%：出售2,220股以色列干细胞公司股票，约占ETF的0.0001%。</blockquote></p><p> Pluristem stock closed 2.09% higher at $4.89 on Wednesday. It has a 52-week high of $13.29 and low of $3.95.</p><p><blockquote>Pluristem股价周三收盘上涨2.09%，至4.89美元。52周高点为13.29美元，低点为3.95美元。</blockquote></p><p> Trades For<b>ArkInnovation ETF</b>ARKK 2.33%:</p><p><blockquote>交易为<b>ArkInnovation ETF</b>ARKK 2.33%：</blockquote></p><p> <b>Zoom Video Communications Inc</b>ZM 2.03%: Bought 98,500 shares of the video calling company, representing about 0.1326% of the ETF.</p><p><blockquote><b>Zoom Video通信公司</b>ZM 2.03%：购买了98,500股视频通话公司股票，约占ETF的0.1326%。</blockquote></p><p> Zoom stock closed 2.03% lower at $323.08 on Wednesday. It has a 52-week high of $588.84 and low of $109.57.</p><p><blockquote>Zoom股价周三收盘下跌2.03%，至323.08美元。52周高点为588.84美元，低点为109.57美元。</blockquote></p><p> <b>10X Genomics Inc</b>TXG 6.03%: Bought 111,047 shares of the gene sequencing biotechnology company, representing about 0.0865% of the ETF.</p><p><blockquote><b>10X基因组学公司</b>TXG 6.03%：买入基因测序生物技术公司111,047股，约占ETF的0.0865%。</blockquote></p><p> 10X shares closed 6.03% lower at $185.34 on Wednesday. It has a 52-week high of $201.70 and low of $58.11.</p><p><blockquote>10X股价周三收盘下跌6.03%，至185.34美元。52周高点为201.70美元，低点为58.11美元。</blockquote></p><p> <b>Trimble Inc</b>TRMB 3.84%: Bought 237,782 shares of the California-based hardware, software and services technology company, representing about 0.0813% of the ETF.</p><p><blockquote><b>天宝公司</b>TRMB 3.84%：购买了这家总部位于加州的硬件、软件和服务技术公司的237,782股股票，约占ETF的0.0813%。</blockquote></p><p> Trimble shares closed 3.84% lower at $79.74 on Wednesday. It has a 52-week high of $84.86 and low of $30.87.</p><p><blockquote>Trimble股价周三收盘下跌3.84%，至79.74美元。52周高点为84.86美元，低点为30.87美元。</blockquote></p><p> <b>Palantir Technologies Inc</b>PLTR 1.57%: Bought 1,045,600 shares of the big data analytics company, representing about 0.1007% of the ETF.</p><p><blockquote><b>Palantir技术公司</b>PLTR 1.57%：购买了这家大数据分析公司1,045,600股股票，约占ETF的0.1007%。</blockquote></p><p> Palantir shares closed 1.59% lower at $22.90 on Wednesday and rose 1.05% in the after-hours. It has a 52-week high of $45 and low of $8.90.</p><p><blockquote>Palantir股价周三收盘下跌1.59%，至22.90美元，盘后上涨1.05%。52周高点为45美元，低点为8.90美元。</blockquote></p><p> <b>Docusign Inc</b>DOCU: Bought 103,783 shares of the online signature services company, representing about 0.0891% of the ETF.</p><p><blockquote><b>Docusign公司</b>DOCU：购买了在线签名服务公司103,783股，约占ETF的0.0891%。</blockquote></p><p> Docusign shares closed flat at $205.71 on Wednesday and were up 0.63% in after-hours trading. The stock has a 52-week high of $290.23 and low of $85.84.</p><p><blockquote>Docusign股价周三收于205.71美元，盘后交易中上涨0.63%。该股52周高点为290.23美元，低点为85.84美元。</blockquote></p><p> <b>DraftKings Inc</b>DKNG 2.68%: Bought 610,847 shares of the daily fantasy sports company, representing about 0.1595% of the ETF.</p><p><blockquote><b>DraftKings公司</b>DKNG 2.68%：购买每日幻想体育公司610,847股，约占ETF的0.1595%。</blockquote></p><p> DraftKings shares closed 2.68% lower at $62.09 on Wednesday and were up 0.64% in the after-hours. It has a 52-week high of $74.38 and low of $12.68.</p><p><blockquote>DraftKings股价周三收盘下跌2.68%，至62.09美元，盘后上涨0.64%。52周高点为74.38美元，低点为12.68美元。</blockquote></p><p> Trades for<b>ARK Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ):</p><p><blockquote>交易为<b>ARK自主技术与机器人ETF</b>（蝙蝠：ARKQ）：</blockquote></p><p> <b>Atlas Crest Investment Corp</b>ACIC 1.35%: Bought 71,635 shares of the blank check company, representing about 0.0214% of the ETF.</p><p><blockquote><b>阿特拉斯克雷斯特投资公司</b>ACIC 1.35%：购买了71,635股空白支票公司股票，约占ETF的0.0214%。</blockquote></p><p> Atlas Crest shares closed 1.57% lower at $10.06 on Wednesday and were up 1.89% in after-hours trading. The stock has a 52-week high of $18.60 and low of $9.73.</p><p><blockquote>Atlas Crest股价周三收盘下跌1.57%，至10.06美元，盘后交易中上涨1.89%。该股52周高点为18.60美元，低点为9.73美元。</blockquote></p><p> <b>Alphabet Inc</b>GOOGL 1.35%GOOG 1.12%: Sold 16,651 Class C shares of the Google parent company, representing about 1.10% of the ETF.</p><p><blockquote><b>Alphabet公司</b>GOOGL 1.35%GOOG 1.12%：出售16,651股谷歌母公司C类股票，约占ETF的1.10%。</blockquote></p><p> Alphabet shares closed 1.35% higher at $2239.03 on Wednesday and were up 0.40% in the after-hours. The stock has a 52-week high of $2,244.50 and low of $1,177.25.</p><p><blockquote>Alphabet股价周三收盘上涨1.35%，至2239.03美元，盘后上涨0.40%。该股52周高点为2,244.50美元，低点为1,177.25美元。</blockquote></p><p> <b>Iridium Communications Inc</b>IRDM 2.05%: Bought 59,521 shares of the mobile<b>satellite communications</b>services, representing about 0.0705% of the ETF.</p><p><blockquote><b>铱星通信公司</b>IRDM 2.05%：购买59,521股mobile股票<b>卫星通信</b>服务，约占ETF的0.0705%。</blockquote></p><p> Iridium shares closed 2.05% lower at $40.07 and were up 1.07% in after-hours trading. The stock has a 52-week high of $54.65 and low of $19.18.</p><p><blockquote>铱星股价收盘下跌2.05%，至40.07美元，盘后交易中上涨1.07%。该股52周高点为54.65美元，低点为19.18美元。</blockquote></p><p> <b>Kratos Defense &amp; Security Solutions</b>KTOS 2.34%: Bought 313,506 shares of the U.S. defense contractor and security systems integrator company, representing about 0.2583% of the company.</p><p><blockquote><b>奎托斯防御与安全解决方案</b>KTOS 2.34%：购买了这家美国国防承包商和安全系统集成商公司的313,506股股票，约占该公司的0.2583%。</blockquote></p><p> Kratos Defense shares closed 2.34% lower at $27.97 on Wednesday and were up 1.07% in the after-hours. The stock has a 52-week high of $34.11 and low of $13.34.</p><p><blockquote>Kratos Defense股价周三收盘下跌2.34%，至27.97美元，盘后上涨1.07%。该股52周高点为34.11美元，低点为13.34美元。</blockquote></p><p> <b>Taiwan Semiconductor Mfg. Co</b>TSM 2.06%: Sold 97,700 shares in the semiconductor manufacturing and design company, representing about 0.3467% of the ETF.</p><p><blockquote><b>台积电制造公司。Co</b>TSM 2.06%：出售这家半导体制造和设计公司的97,700股股票，约占ETF的0.3467%。</blockquote></p><p> Taiwan Semiconductor stock closed 2.08% lower at $119.89 on Wednesday. It has a 52-week high of $142.20 and low of $47.72.</p><p><blockquote>台积电股价周三收盘下跌2.08%，至119.89美元。52周高点为142.20美元，低点为47.72美元。</blockquote></p><p> <b>Teradyne Inc</b>TER 0.45%: Sold 98,161 shares of the equipment design and manufacturing company, representing about 0.3802% of the ETF.</p><p><blockquote><b>泰瑞达公司</b>TER 0.45%：出售这家设备设计和制造公司的98,161股，约占ETF的0.3802%。</blockquote></p><p> Teradyne shares closed 0.45% lower at $131.78. The stock has a 52-week high of $147.90 and low of $56.42.</p><p><blockquote>泰瑞达股价收盘下跌0.45%，至131.78美元。该股52周高点为147.90美元，低点为56.42美元。</blockquote></p><p> <b>Deere &amp; Co</b>DE 0.28%: Sold 37,795 shares of the agriculture, construction and forestry equipment maker, representing about 0.4162% of the ETF.</p><p><blockquote><b>Deere公司</b>DE 0.28%：出售这家农业、建筑和林业设备制造商的37,795股股票，约占ETF的0.4162%。</blockquote></p><p> Deere shares closed 0.22% lower at $374.79.The stock has a 52-week high of $392.42 and low of $117.85.</p><p><blockquote>Deere股价收盘下跌0.22%，至374.79美元。该股52周高点为392.42美元，低点为117.85美元。</blockquote></p><p> <b>Caterpillar Inc</b>CAT 0.11%: Sold 59,610 shares of the agriculture, construction, mining and forestry equipment maker, representing about 0.4051% of the ETF.</p><p><blockquote><b>卡特彼勒公司</b>CAT 0.11%：出售了这家农业、建筑、采矿和林业设备制造商的59,610股股票，约占ETF的0.4051%。</blockquote></p><p> Caterpillar shares closed 0.1% lower at $230.41.The stock has a 52-week high of $237.78 and low of $100.22.</p><p><blockquote>卡特彼勒股价收盘下跌0.1%，至230.41美元。该股52周高点为237.78美元，低点为100.22美元。</blockquote></p><p> Trades For<b>ARK Next Generation Internet ETF</b>ARKW 1.62%</p><p><blockquote>交易为<b>方舟下一代互联网ETF</b>ARKW 1.62%</blockquote></p><p> <b>Trade Desk Inc</b>TTD 1.23%: Bought 23,750 shares of the technology platform for ad buyers company, representing about 0.23% of the ETF.</p><p><blockquote><b>贸易台公司</b>TTD 1.23%：为广告买家公司购买了23,750股技术平台股票，约占ETF的0.23%。</blockquote></p><p> Trade Desk shares closed 1.23% higher at $677.87 on Wednesday and were up 0.31% in after-hours. It has a 52-week high of $972.80 and low of $190.29.</p><p><blockquote>Trade Desk股价周三收盘上涨1.23%，至677.87美元，盘后上涨0.31%。52周高点为972.80美元，低点为190.29美元。</blockquote></p><p> <b>LendingClub Corp</b>LC 0.95%: Bought 150,245 shares of the peer-to-peer lending company, representing about 0.0337% of the ETF.</p><p><blockquote><b>LendingClub公司</b>LC 0.95%：购买了150,245股P2P借贷公司股票，约占ETF的0.0337%。</blockquote></p><p></p><p> LendingClub stock closed 0.88% lower at $15.7 on Wednesday. It has a 52-week high of $22.68 and low of $4.32.</p><p><blockquote>LendingClub股价周三收盘下跌0.88%，至15.7美元。52周高点为22.68美元，低点为4.32美元。</blockquote></p><p> <b>Synopsys Inc</b>SNPS 0.14%: Sold 70,396 shares of the electronic design automation company, representing about 0.2588% of the ETF.</p><p><blockquote><b>新思科技公司</b>SNPS 0.14%：出售70,396股电子设计自动化公司股票，约占ETF的0.2588%。</blockquote></p><p> Synopsys shares closed 0.14% lower at $257 on Wednesday. It has a 52-week high of $300.91 and low of $133.27.</p><p><blockquote>Synopsys股价周三收盘下跌0.14%，至257美元。52周高点为300.91美元，低点为133.27美元。</blockquote></p><p> <b>LendingTree Inc</b>TREE 5.34%: Sold 12,129 shares of the online lending marketplace company, representing about 0.0406% of the ETF.</p><p><blockquote><b>LendingTree公司</b>TREE 5.34%：出售在线借贷市场公司12,129股股票，约占ETF的0.0406%。</blockquote></p><p> LendingTree stock closed 5.34% higher at $229.26 on Wednesday. It has a 52-week high of $372.64 and low of $175.</p><p><blockquote>LendingTree股价周三收盘上涨5.34%，至229.26美元。52周高点为372.64美元，低点为175美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112389819","content_text":"Cathie Wood’s Ark Investment Management sends out an email every night listing the stocks that were bought or sold by the firm's ETFs that day. In recent months, the emails have known to cause certain stocks to see a spike in the after-hours session. Here’s a list of 35 stocks that the hedge fund bought and sold on Wednesday.\nTrades ForArkSpace Exploration & Innovation ETFARKX 1.32%:\nAtlas Crest Investment CorpACIC 1.35%: Bought 141,100 shares of the blank check company, representing about 0.2503% of the ETF.\nAtlas Crest shares closed 1.57% lower at $10.06 on Wednesday and were up 1.89% in after-hours trading. The stock has a 52-week high of $18.60 and low of $9.73.\nJaws Spitfire Acquisition CorpSPFR 0.38%: Bought 241,618 shares of the blank check company, representing about 0.4389% of the ETF.\nJaws stock closed 0.3% higher at $10.46 on Wednesday and rose 1.91% in the after-hours. It has a 52-week high of $12.10 and low of $9.95.\nIridium Communications IncIRDM 2.05%: Bought 35,963 shares of the mobilesatellite communicationsservices, representing about 0.2525% of the ETF.\nSee Also:The First 39 Companies In Cathie Wood's Ark Invest Space ETF\nIridium shares closed 2.05% lower at $40.07 and were up 1.07% in after-hours trading. The stock has a 52-week high of $54.65 and low of $19.18.\nReinvent Technology PartnersRTP 0.2%: Bought 140,900 shares of the blank-check company, representing 0.2496% of the ETF.\nReinvent shares closed 0.39% lower at $10.11 and were up 1% in after-hours trading. The stock has a 52-week high of $17 and low of $9.86.\nTeradyne IncTER 0.45%: Sold 11,302 shares of the equipment design and manufacturing company, representing about 0.259% of the ETF.\nTeradyne shares closed 0.45% lower at $131.78. The stock has a 52-week high of $147.90 and low of $56.42.\nDeere & CoDE 0.28%: Sold 7,781 shares of the agriculture, construction and forestry equipment maker, representing about 0.5072% of the ETF.\nDeere shares closed 0.22% lower at $374.79.The stock has a 52-week high of $392.42 and low of $117.85.\nAeroVironment IncAVAV 3.44%: Sold 5,100 shares in the California-headquartered defense contractor, representing about 0.10% of the ETF.\nAeroVironment stock closed 3.44% lower at $113.37 on Wednesday. It has a 52-week high of $143.72 and low of $53.15.\nTaiwan Semiconductor Mfg. CoTSM 2.06%: Sold 28,749 shares in the semiconductor manufacturing and design company, representing about 0.603% of the ETF.\nTaiwan Semiconductor stock closed 2.08% lower at $119.89 on Wednesday. It has a 52-week high of $142.20 and low of $47.72.\nTrades ForArk Fintech Innovation ETFARKF 1.24%:\nBase IncBAINF 0.97%: Bought 313,000 shares in Tokyo of the online services company that develops and builds e-commerce platforms, representing about 0.1195% of the ETF.\nBase OTC stock closed 0.97% higher at $15.65 on Wednesday. It has a 52-week high of $179 and low of $14.61.\nYeahka LtdYHEKF: Bought 997,200 shares in Hong Kong of the payment-based technology platform, representing about 0.18% of the ETF.\nYeahka stock closed 0.64% lower at $7.75 on Wednesday. It has a 52-week high of $15.28 and low of $4.78.\nLendingClub CorpLC 0.95%: Bought 204,348 shares of the peer-to-peer lending company, representing about 0.0789% of the ETF.\nLendingClub stock closed 0.88% lower at $15.7 on Wednesday. It has a 52-week high of $22.68 and low of $4.32.\nLendingTree IncTREE 5.34%: Sold 15,762 shares of the online lending marketplace company, representing about 0.0824% of the ETF.\nLendingTree stock closed 5.34% higher at $229.26 on Wednesday. It has a 52-week high of $372.64 and low of $175.\nTrades ForArk Genomic Revolution ETFARKG 3.26%:\n10X Genomics IncTXG 6.03%: Bought 78,908 shares of the gene sequencing biotechnology company, representing about 0.1526% of the ETF.\n10X shares closed 6.03% lower at $185.34 on Wednesday. It has a 52-week high of $201.70 and low of $58.11.\nSignify Health IncSGFY 3.65%: Bought 182,193 shares of the healthcare tech company, representing about 0.0508% of the ETF.\nSignify shares closed 4.08% lower at $26.35 on Wednesday and were up 0.53% in after-hours. It has a 52-week high of $40.79 and low of $22.13.\nRepare Therapeutics IncRPTX 0.78%: Bought 10,700 shares of the Canadian oncology company, representing about 0.0035% of the ETF.\nRepare stock closed 0.78% higher at $30.96 on Wednesday. It has a 52-week high of $46.44 and low of $21.45.\n908 Devices IncMASS 6.18%: Bought 51,661 shares of the purpose-built handheld and devices for chemical and biomolecular analysis maker, representing about 0.0273% of the ETF.\n908 Devices stock closed 6.18% lower at $46.95 on Wednesday. It has a 52-week high of $79.60 and low of $38.88.\nPluristem Therapeutics IncPSTI 2.09%: Sold 2,220 shares of the Israel-based stemcell company, representing about 0.0001% of the ETF.\nPluristem stock closed 2.09% higher at $4.89 on Wednesday. It has a 52-week high of $13.29 and low of $3.95.\nTrades ForArkInnovation ETFARKK 2.33%:\nZoom Video Communications IncZM 2.03%: Bought 98,500 shares of the video calling company, representing about 0.1326% of the ETF.\nZoom stock closed 2.03% lower at $323.08 on Wednesday. It has a 52-week high of $588.84 and low of $109.57.\n10X Genomics IncTXG 6.03%: Bought 111,047 shares of the gene sequencing biotechnology company, representing about 0.0865% of the ETF.\n10X shares closed 6.03% lower at $185.34 on Wednesday. It has a 52-week high of $201.70 and low of $58.11.\nTrimble IncTRMB 3.84%: Bought 237,782 shares of the California-based hardware, software and services technology company, representing about 0.0813% of the ETF.\nTrimble shares closed 3.84% lower at $79.74 on Wednesday. It has a 52-week high of $84.86 and low of $30.87.\nPalantir Technologies IncPLTR 1.57%: Bought 1,045,600 shares of the big data analytics company, representing about 0.1007% of the ETF.\nPalantir shares closed 1.59% lower at $22.90 on Wednesday and rose 1.05% in the after-hours. It has a 52-week high of $45 and low of $8.90.\nDocusign IncDOCU: Bought 103,783 shares of the online signature services company, representing about 0.0891% of the ETF.\nDocusign shares closed flat at $205.71 on Wednesday and were up 0.63% in after-hours trading. The stock has a 52-week high of $290.23 and low of $85.84.\nDraftKings IncDKNG 2.68%: Bought 610,847 shares of the daily fantasy sports company, representing about 0.1595% of the ETF.\nDraftKings shares closed 2.68% lower at $62.09 on Wednesday and were up 0.64% in the after-hours. It has a 52-week high of $74.38 and low of $12.68.\nTrades forARK Autonomous Technology & Robotics ETF(BATS:ARKQ):\nAtlas Crest Investment CorpACIC 1.35%: Bought 71,635 shares of the blank check company, representing about 0.0214% of the ETF.\nAtlas Crest shares closed 1.57% lower at $10.06 on Wednesday and were up 1.89% in after-hours trading. The stock has a 52-week high of $18.60 and low of $9.73.\nAlphabet IncGOOGL 1.35%GOOG 1.12%: Sold 16,651 Class C shares of the Google parent company, representing about 1.10% of the ETF.\nAlphabet shares closed 1.35% higher at $2239.03 on Wednesday and were up 0.40% in the after-hours. The stock has a 52-week high of $2,244.50 and low of $1,177.25.\nIridium Communications IncIRDM 2.05%: Bought 59,521 shares of the mobilesatellite communicationsservices, representing about 0.0705% of the ETF.\nIridium shares closed 2.05% lower at $40.07 and were up 1.07% in after-hours trading. The stock has a 52-week high of $54.65 and low of $19.18.\nKratos Defense & Security SolutionsKTOS 2.34%: Bought 313,506 shares of the U.S. defense contractor and security systems integrator company, representing about 0.2583% of the company.\nKratos Defense shares closed 2.34% lower at $27.97 on Wednesday and were up 1.07% in the after-hours. The stock has a 52-week high of $34.11 and low of $13.34.\nTaiwan Semiconductor Mfg. CoTSM 2.06%: Sold 97,700 shares in the semiconductor manufacturing and design company, representing about 0.3467% of the ETF.\nTaiwan Semiconductor stock closed 2.08% lower at $119.89 on Wednesday. It has a 52-week high of $142.20 and low of $47.72.\nTeradyne IncTER 0.45%: Sold 98,161 shares of the equipment design and manufacturing company, representing about 0.3802% of the ETF.\nTeradyne shares closed 0.45% lower at $131.78. The stock has a 52-week high of $147.90 and low of $56.42.\nDeere & CoDE 0.28%: Sold 37,795 shares of the agriculture, construction and forestry equipment maker, representing about 0.4162% of the ETF.\nDeere shares closed 0.22% lower at $374.79.The stock has a 52-week high of $392.42 and low of $117.85.\nCaterpillar IncCAT 0.11%: Sold 59,610 shares of the agriculture, construction, mining and forestry equipment maker, representing about 0.4051% of the ETF.\nCaterpillar shares closed 0.1% lower at $230.41.The stock has a 52-week high of $237.78 and low of $100.22.\nTrades ForARK Next Generation Internet ETFARKW 1.62%\nTrade Desk IncTTD 1.23%: Bought 23,750 shares of the technology platform for ad buyers company, representing about 0.23% of the ETF.\nTrade Desk shares closed 1.23% higher at $677.87 on Wednesday and were up 0.31% in after-hours. It has a 52-week high of $972.80 and low of $190.29.\nLendingClub CorpLC 0.95%: Bought 150,245 shares of the peer-to-peer lending company, representing about 0.0337% of the ETF.\nLendingClub stock closed 0.88% lower at $15.7 on Wednesday. It has a 52-week high of $22.68 and low of $4.32.\nSynopsys IncSNPS 0.14%: Sold 70,396 shares of the electronic design automation company, representing about 0.2588% of the ETF.\nSynopsys shares closed 0.14% lower at $257 on Wednesday. It has a 52-week high of $300.91 and low of $133.27.\nLendingTree IncTREE 5.34%: Sold 12,129 shares of the online lending marketplace company, representing about 0.0406% of the ETF.\nLendingTree stock closed 5.34% higher at $229.26 on Wednesday. It has a 52-week high of $372.64 and low of $175.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817692209,"gmtCreate":1630938350501,"gmtModify":1632905046701,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557811768798613","idStr":"3557811768798613"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/817692209","repostId":"1104055488","repostType":4,"isVote":1,"tweetType":1,"viewCount":1747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110350642,"gmtCreate":1622426694086,"gmtModify":1634101581790,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557811768798613","idStr":"3557811768798613"},"themes":[],"htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/110350642","repostId":"2139438981","repostType":4,"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879757230,"gmtCreate":1636778792714,"gmtModify":1636778792714,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557811768798613","idStr":"3557811768798613"},"themes":[],"htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879757230","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩大</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</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: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</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\">2021-11-13 10:36</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 delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩大</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">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/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858982678,"gmtCreate":1634963346974,"gmtModify":1634963347138,"author":{"id":"3557811768798613","authorId":"3557811768798613","name":"ruuderay","avatar":"https://static.tigerbbs.com/72f19bc2c47f8b3f3e7e15d70515a920","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557811768798613","idStr":"3557811768798613"},"themes":[],"htmlText":"pltr","listText":"pltr","text":"pltr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858982678","repostId":"1177255738","repostType":4,"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":2377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}