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AlexWong
2021-12-14
Buy on dip!
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AlexWong
2021-12-13
Wow, so many stocks to watch? Is it not better to watch on your own stocks? Lol.
Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>
AlexWong
2021-12-12
Can only pressure Russia with sanction but nothing more?
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AlexWong
2021-12-11
Go go go!!!
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AlexWong
2021-12-10
Everyday talked about controlling inflation and but until today, still like say say only. Up down in motion is the norm in market, no?
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AlexWong
2021-12-09
What has changed? Nothing, just another cycle of the grandmother story.
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AlexWong
2021-12-08
Any new covid energence that caused market crashed, buy buy buy. Happening once too often. Lol
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AlexWong
2021-12-07
Released already also will see market on swing…down up down up.
Economic Data Scheduled For Tuesday<blockquote>经济数据定于周二公布</blockquote>
AlexWong
2021-12-07
Numb already seeing mine mostly red. But nothing to worry as long as stock fundamental is sound
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AlexWong
2021-12-07
Yes
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AlexWong
2021-12-06
Avoid speculative stocks to be safe
Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>
AlexWong
2021-12-05
Still waiting for crypto trade to be made availableon Tiger platform!
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AlexWong
2021-12-04
Spreading faster than Delta but less deadly? So which is more serious? Hmmmm……
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AlexWong
2021-12-03
Risk is always there when highs kept being broken. Some will win and some will lose when correction steps in.
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AlexWong
2021-12-02
Today red, tomorrow green. Usual pattern?
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AlexWong
2021-12-02
Yes
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AlexWong
2021-12-01
If interested in the stock, time to buy? If not, wait for price to appreciate before buy? Lol
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AlexWong
2021-11-30
All birds later Kenna shot down.
Allbirds Stock Earns Analyst Praise, With First Quarterly Report Due<blockquote>Allbirds股票赢得分析师赞誉,第一季度报告即将发布</blockquote>
AlexWong
2021-11-29
Up or down, stock only react temporary. Hope for Monday recovery from Friday loss.
November jobs report: What to know this week<blockquote>11月就业报告:本周需要了解什么</blockquote>
AlexWong
2021-11-28
Don’t chase the price lah…..
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去老虎APP查看更多动态
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"htmlText":"Buy on dip!","listText":"Buy on dip!","text":"Buy on dip!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604701511","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":2782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604124870,"gmtCreate":1639361244989,"gmtModify":1639361811795,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Wow, so many stocks to watch? Is it not better to watch on your own stocks? Lol. ","listText":"Wow, so many stocks to watch? Is it not better to watch on your own stocks? Lol. ","text":"Wow, so many stocks to watch? Is it not better to watch on your own stocks? Lol.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/604124870","repostId":"1171271872","repostType":4,"repost":{"id":"1171271872","kind":"news","pubTimestamp":1639348466,"share":"https://www.laohu8.com/m/news/1171271872?lang=zh_CN&edition=full","pubTime":"2021-12-13 06:34","market":"us","language":"en","title":"Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171271872","media":"Barrons","summary":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and","content":"<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要事件将是美联储利率制定委员会2021年的最后一次会议。官员们最近的评论更加鹰派,可能会宣布加速每月资产购买缩减的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.</p><p><blockquote>本周的财报很少,但周二将包括金宝汤;Lennar、Accenture、FedEx、Rivian汽车和Adobe周四;周五还有达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的11月份生产者价格指数。经济学家预计整体指数环比上涨0.55%,核心PPI上涨0.4%。这两者都与10月份的生产者通胀速度大致相当。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他发布的数据包括周二全国独立企业联合会的信心指数、周三人口普查局公布的11月零售支出以及周四公布的11月新屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>星期一12/13</b></blockquote></p><p> J.Jill and PHX Minerals host earnings conference calls.</p><p><blockquote>J.Jill和PHX Minerals在评级举办收益会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and Avaya Holdings host investor days.</p><p><blockquote>金宝汤、巴恩斯集团和Avaya Holdings举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b> Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布11月份生产者价格指数。市场普遍预计环比上涨0.55%,不包括食品和能源的核心PPI将上涨0.4%。相比之下,10月份的增幅分别为0.6%和0.4%。</blockquote></p><p> <b>The National Federation</b> of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数,该指数调查了全国约5,000名小企业主。预期看涨期权为98.3,而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>星期三12/15</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束了为期两天的会议,届时政策制定者将讨论加快缩减月度证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>劳工统计局报告</b>11月进出口价格数据。预计出口价格环比上涨0.5%,而进口价格预计上涨0.5%。相比之下,10月份的涨幅分别为1.5%和1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了12月份NAHB/富国银行住房市场指数。普遍估计读数为84,而11月份的读数为83。该指数去年年底达到90的峰值,房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11月份零售支出报告。预计经季节调整后零售额环比增长0.7%,而10月份为增长1.7%。不包括汽车在内,支出预计将增长0.8%,而上一时期为1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、Accenture、FedEx、Jabil、Adobe、Rivian汽车和Nordson等公司在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。季调后成屋开工年率料为156.3万套,10月为152万套。当房屋开始挖掘时,房屋开工被计算在内。新房建设许可证预计为165.5万份,而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议记录。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继10月份增长1.6%后,经济学家预计增长0.6%。产能利用率预计为76.8,与10月份的76.4%大致一致。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>星期五12/17</b></blockquote></p><p> Steelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants和Quanex Building Products在评级举办收益会议。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 06:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要事件将是美联储利率制定委员会2021年的最后一次会议。官员们最近的评论更加鹰派,可能会宣布加速每月资产购买缩减的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.</p><p><blockquote>本周的财报很少,但周二将包括金宝汤;Lennar、Accenture、FedEx、Rivian汽车和Adobe周四;周五还有达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的11月份生产者价格指数。经济学家预计整体指数环比上涨0.55%,核心PPI上涨0.4%。这两者都与10月份的生产者通胀速度大致相当。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他发布的数据包括周二全国独立企业联合会的信心指数、周三人口普查局公布的11月零售支出以及周四公布的11月新屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>星期一12/13</b></blockquote></p><p> J.Jill and PHX Minerals host earnings conference calls.</p><p><blockquote>J.Jill和PHX Minerals在评级举办收益会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and Avaya Holdings host investor days.</p><p><blockquote>金宝汤、巴恩斯集团和Avaya Holdings举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b> Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布11月份生产者价格指数。市场普遍预计环比上涨0.55%,不包括食品和能源的核心PPI将上涨0.4%。相比之下,10月份的增幅分别为0.6%和0.4%。</blockquote></p><p> <b>The National Federation</b> of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数,该指数调查了全国约5,000名小企业主。预期看涨期权为98.3,而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>星期三12/15</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束了为期两天的会议,届时政策制定者将讨论加快缩减月度证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>劳工统计局报告</b>11月进出口价格数据。预计出口价格环比上涨0.5%,而进口价格预计上涨0.5%。相比之下,10月份的涨幅分别为1.5%和1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了12月份NAHB/富国银行住房市场指数。普遍估计读数为84,而11月份的读数为83。该指数去年年底达到90的峰值,房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11月份零售支出报告。预计经季节调整后零售额环比增长0.7%,而10月份为增长1.7%。不包括汽车在内,支出预计将增长0.8%,而上一时期为1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、Accenture、FedEx、Jabil、Adobe、Rivian汽车和Nordson等公司在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。季调后成屋开工年率料为156.3万套,10月为152万套。当房屋开始挖掘时,房屋开工被计算在内。新房建设许可证预计为165.5万份,而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议记录。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继10月份增长1.6%后,经济学家预计增长0.6%。产能利用率预计为76.8,与10月份的76.4%大致一致。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>星期五12/17</b></blockquote></p><p> Steelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants和Quanex Building Products在评级举办收益会议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SCS":"Steelcase Inc.","LEN":"莱纳建筑公司","ACN":"埃森哲",".IXIC":"NASDAQ Composite","DRI":"达登饭店",".SPX":"S&P 500 Index",".DJI":"道琼斯","FDX":"联邦快递","HEI":"海科航空","PHX":"潘汉德尔油气","RIVN":"Rivian Automotive, Inc.","JILL":"J.Jill Inc.","ADBE":"Adobe","CPB":"金宝汤"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171271872","content_text":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.\nThe Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.\nEarnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.\nEconomic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.\nOther data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.\nMonday 12/13\nJ.Jill and PHX Minerals host earnings conference calls.\nTuesday 12/14\nCampbell Soup, Barnes Group, and Avaya Holdings host investor days.\nThe Bureau of Labor Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.\nThe National Federation of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.\nWednesday 12/15\nThe Federal Open Market Committee concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.\nThe BLS reports export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.\nThe Census Bureau reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.\nThursday 12/16\nHeico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.\nThe Census Bureaureleases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.\nThe Bank of England announces its interest-rate decision and publishes the minutes of the meeting.\nThe Federal Reserve releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.\nFriday 12/17\nSteelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SCS":0.9,"ACN":0.9,"JILL":0.9,".DJI":0.9,".SPX":0.9,"AVYA":0.9,"ADBE":0.9,"FDX":0.9,"HEI":0.9,"LEN":0.9,"PHX":0.9,"RIVN":0.9,"CPB":0.9,"DRI":0.9}},"isVote":1,"tweetType":1,"viewCount":2685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605779873,"gmtCreate":1639272864611,"gmtModify":1639272865006,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Can only pressure Russia with sanction but nothing more?","listText":"Can only pressure Russia with sanction but nothing more?","text":"Can only pressure Russia with sanction but nothing more?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605779873","repostId":"2190674545","repostType":4,"isVote":1,"tweetType":1,"viewCount":1866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605586988,"gmtCreate":1639190903754,"gmtModify":1639190904145,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Go go go!!!","listText":"Go go go!!!","text":"Go go go!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605586988","repostId":"2190767366","repostType":4,"isVote":1,"tweetType":1,"viewCount":2446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605965469,"gmtCreate":1639102738685,"gmtModify":1639102739020,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Everyday talked about controlling inflation and but until today, still like say say only. Up down in motion is the norm in market, no?","listText":"Everyday talked about controlling inflation and but until today, still like say say only. Up down in motion is the norm in market, no?","text":"Everyday talked about controlling inflation and but until today, still like say say only. Up down in motion is the norm in market, no?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605965469","repostId":"2190964556","repostType":4,"isVote":1,"tweetType":1,"viewCount":2207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602667709,"gmtCreate":1639016408287,"gmtModify":1639016408662,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"What has changed? Nothing, just another cycle of the grandmother story. ","listText":"What has changed? Nothing, just another cycle of the grandmother story. ","text":"What has changed? Nothing, just another cycle of the grandmother story.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602667709","repostId":"2190169579","repostType":4,"isVote":1,"tweetType":1,"viewCount":2411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606735233,"gmtCreate":1638926774924,"gmtModify":1638926775257,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Any new covid energence that caused market crashed, buy buy buy. Happening once too often. Lol ","listText":"Any new covid energence that caused market crashed, buy buy buy. Happening once too often. Lol ","text":"Any new covid energence that caused market crashed, buy buy buy. Happening once too often. Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606735233","repostId":"2189719656","repostType":4,"isVote":1,"tweetType":1,"viewCount":2706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606630211,"gmtCreate":1638868725875,"gmtModify":1638868726228,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Released already also will see market on swing…down up down up. ","listText":"Released already also will see market on swing…down up down up. ","text":"Released already also will see market on swing…down up down up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606630211","repostId":"1115685367","repostType":4,"repost":{"id":"1115685367","kind":"news","pubTimestamp":1638868647,"share":"https://www.laohu8.com/m/news/1115685367?lang=zh_CN&edition=full","pubTime":"2021-12-07 17:17","market":"us","language":"en","title":"Economic Data Scheduled For Tuesday<blockquote>经济数据定于周二公布</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115685367","media":"Benzinga","summary":"International trade report for October is scheduled for release at 8:30 a.m. ET. Analysts expect a d","content":"<p><div> International trade report for October is scheduled for release at 8:30 a.m. ET. Analysts expect a deficit of $66.8 billion for total goods and services trade in October, versus an $80.9 billion ...</p><p><blockquote><div>10月份国际贸易报告定于美国东部时间上午8:30发布。分析师预计10月份商品和服务贸易总额逆差为668亿美元,而去年同期为809亿美元。</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/12/24473657/economic-data-scheduled-for-tuesday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/12/24473657/economic-data-scheduled-for-tuesday\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Economic Data Scheduled For Tuesday<blockquote>经济数据定于周二公布</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEconomic Data Scheduled For Tuesday<blockquote>经济数据定于周二公布</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-07 17:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> International trade report for October is scheduled for release at 8:30 a.m. ET. Analysts expect a deficit of $66.8 billion for total goods and services trade in October, versus an $80.9 billion ...</p><p><blockquote><div>10月份国际贸易报告定于美国东部时间上午8:30发布。分析师预计10月份商品和服务贸易总额逆差为668亿美元,而去年同期为809亿美元。</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/12/24473657/economic-data-scheduled-for-tuesday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/12/24473657/economic-data-scheduled-for-tuesday\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/21/12/24473657/economic-data-scheduled-for-tuesday\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/news/21/12/24473657/economic-data-scheduled-for-tuesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115685367","content_text":"International trade report for October is scheduled for release at 8:30 a.m. ET. Analysts expect a deficit of $66.8 billion for total goods and services trade in October, versus an $80.9 billion deficit in the previous month.\nData on nonfarm productivity and unit labor costs for the third quarter will be released at 8:30 a.m. ET. Nonfarm productivity is projected to drop 4.9%, while unit labor costs might increase 8.3% in the quarter.\nThe Johnson Redbook Retail Sales Index for the latest week will be released at 8:55 a.m. ET.\nThe Treasury is set to auction 3-year notes at 1:00 p.m. ET.\nData on consumer credit for October will be released at 3:00 p.m. ET. Analysts expect consumer credit rising $30.0 billion in October from $29.9 billion in September.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606169749,"gmtCreate":1638843582449,"gmtModify":1638843582782,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Numb already seeing mine mostly red. But nothing to worry as long as stock fundamental is sound ","listText":"Numb already seeing mine mostly red. But nothing to worry as long as stock fundamental is sound ","text":"Numb already seeing mine mostly red. But nothing to worry as long as stock fundamental is sound","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606169749","repostId":"2189686612","repostType":4,"isVote":1,"tweetType":1,"viewCount":2381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606184830,"gmtCreate":1638843279056,"gmtModify":1638843279376,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606184830","repostId":"2189686612","repostType":4,"isVote":1,"tweetType":1,"viewCount":2922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608263231,"gmtCreate":1638749834026,"gmtModify":1638749834546,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Avoid speculative stocks to be safe ","listText":"Avoid speculative stocks to be safe ","text":"Avoid speculative stocks to be safe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608263231","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohu8.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报阵容头条。这家视频游戏零售商将在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">AutoZone</a>,凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店,以及<a href=\"https://laohu8.com/S/TOL\">托尔兄弟</a>周二公布收益,随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">坎贝尔汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,<a href=\"https://laohu8.com/S/COST\">Costco</a>批发,及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四的食物使事情更加圆满。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一,<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>周三举办2021年投资者日,随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储10月消费者信贷数据报告将于周二公布。周四,美国劳工部公布了截至12月4日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。市场普遍预期同比增长6.7%,比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而此前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>星期一12/6</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey’s General Stores和Toll Brothers公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费者信贷数据。继去年小幅下降后,截至9月份,未偿消费者债务总额平均每月增加200亿美元,达到创纪录的4.37万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>星期三12/8</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺,仅比7月1110万的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站公布财报。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学公司</a>在加州尔湾举行投资者会议。该公司将讨论其产品线以及2022年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在10月底的会议上,央行结束了量化宽松计划,并表示首次加息将于2022年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale和Hormel Foods在评级召开会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health和泰森食品举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至12月4日当周的首次申请失业救济人数。11月份平均申请失业救济人数为238,750人,为大流行开始以来的最低水平,仅比2020年2月增加24,750人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>星期五12/10</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>阿彻-丹尼尔斯-米德兰举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">Centene</a>召开投资者会议,并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>美国劳工统计局发布11月份消费者价格指数。市场普遍预计同比增长6.7%,比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而此前为4.6%。10月份6.2%的涨幅是CPI 30多年来最热的一次,而上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀时,最终放弃了“暂时性”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测为66,略低于11月份的数据。</blockquote></p><p></p>","source":"market_watch","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>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报阵容头条。这家视频游戏零售商将在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">AutoZone</a>,凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店,以及<a href=\"https://laohu8.com/S/TOL\">托尔兄弟</a>周二公布收益,随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">坎贝尔汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,<a href=\"https://laohu8.com/S/COST\">Costco</a>批发,及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四的食物使事情更加圆满。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一,<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>周三举办2021年投资者日,随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储10月消费者信贷数据报告将于周二公布。周四,美国劳工部公布了截至12月4日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。市场普遍预期同比增长6.7%,比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而此前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>星期一12/6</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey’s General Stores和Toll Brothers公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费者信贷数据。继去年小幅下降后,截至9月份,未偿消费者债务总额平均每月增加200亿美元,达到创纪录的4.37万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>星期三12/8</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺,仅比7月1110万的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站公布财报。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学公司</a>在加州尔湾举行投资者会议。该公司将讨论其产品线以及2022年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在10月底的会议上,央行结束了量化宽松计划,并表示首次加息将于2022年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale和Hormel Foods在评级召开会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health和泰森食品举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至12月4日当周的首次申请失业救济人数。11月份平均申请失业救济人数为238,750人,为大流行开始以来的最低水平,仅比2020年2月增加24,750人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>星期五12/10</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>阿彻-丹尼尔斯-米德兰举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">Centene</a>召开投资者会议,并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>美国劳工统计局发布11月份消费者价格指数。市场普遍预计同比增长6.7%,比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而此前为4.6%。10月份6.2%的涨幅是CPI 30多年来最热的一次,而上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀时,最终放弃了“暂时性”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测为66,略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4088":"住宅建筑","TOL":"托尔兄弟","CVS":"西维斯健康","GME":"游戏驿站","COST":"好市多"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"COST":0.9,"GME":0.9,"TOL":0.9,"CVS":0.9}},"isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608892605,"gmtCreate":1638675378817,"gmtModify":1638677992315,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Still waiting for crypto trade to be made availableon Tiger platform!","listText":"Still waiting for crypto trade to be made availableon Tiger platform!","text":"Still waiting for crypto trade to be made availableon Tiger platform!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/608892605","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608081119,"gmtCreate":1638581534082,"gmtModify":1638581534302,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Spreading faster than Delta but less deadly? So which is more serious? Hmmmm……","listText":"Spreading faster than Delta but less deadly? So which is more serious? Hmmmm……","text":"Spreading faster than Delta but less deadly? So which is more serious? Hmmmm……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/608081119","repostId":"2188853578","repostType":4,"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601119543,"gmtCreate":1638497134807,"gmtModify":1638497148412,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Risk is always there when highs kept being broken. Some will win and some will lose when correction steps in. ","listText":"Risk is always there when highs kept being broken. Some will win and some will lose when correction steps in. ","text":"Risk is always there when highs kept being broken. Some will win and some will lose when correction steps in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601119543","repostId":"1194363565","repostType":4,"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603646040,"gmtCreate":1638408305888,"gmtModify":1638408306519,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Today red, tomorrow green. Usual pattern?","listText":"Today red, tomorrow green. Usual pattern?","text":"Today red, tomorrow green. Usual pattern?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603646040","repostId":"1196358645","repostType":4,"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603643009,"gmtCreate":1638408192433,"gmtModify":1638408193065,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603643009","repostId":"1196358645","repostType":4,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609742547,"gmtCreate":1638331957297,"gmtModify":1638331957468,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"If interested in the stock, time to buy? If not, wait for price to appreciate before buy? Lol ","listText":"If interested in the stock, time to buy? If not, wait for price to appreciate before buy? Lol ","text":"If interested in the stock, time to buy? If not, wait for price to appreciate before buy? Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609742547","repostId":"2188755315","repostType":4,"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609317836,"gmtCreate":1638238697612,"gmtModify":1638238697831,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"All birds later Kenna shot down. ","listText":"All birds later Kenna shot down. ","text":"All birds later Kenna shot down.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609317836","repostId":"2187305831","repostType":4,"repost":{"id":"2187305831","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1638237892,"share":"https://www.laohu8.com/m/news/2187305831?lang=zh_CN&edition=full","pubTime":"2021-11-30 10:04","market":"us","language":"en","title":"Allbirds Stock Earns Analyst Praise, With First Quarterly Report Due<blockquote>Allbirds股票赢得分析师赞誉,第一季度报告即将发布</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2187305831","media":"Investors","summary":"Sneaker-maker and recent IPO Allbirds reports third-quarter earnings after the close on Tuesday.","content":"<p>Sneaker-maker and recent IPO <b>Allbirds</b> reports third-quarter earnings after the close on Tuesday. Allbirds stock traded lower on Monday.</p><p><blockquote>运动鞋制造商和最近的首次公开募股<b>全鸟</b>周二收盘后公布第三季度收益。Allbirds股票周一走低。</blockquote></p><p> The San Francisco-based company, which designs footwear aimed at more environmentally-conscious customers, reports as the shoe manufacturing industry attempts to find its way around pandemic-related supply-chain disruptions.</p><p><blockquote>这家总部位于旧金山的公司为更具环保意识的客户设计鞋类,该公司报告称,制鞋行业正试图找到解决与大流行相关的供应链中断的方法。</blockquote></p><p> <h2>Allbirds Earnings</h2> <b>Estimates:</b> Wall Street expects Allbirds to lose 11 cents per share during the quarter, according to FactSet. Revenue is expected to be $62 million.</p><p><blockquote><h2>Allbirds收益</h2><b>估计数:</b>FactSet的数据显示,华尔街预计Allbirds本季度每股亏损11美分。收入预计为6200万美元。</blockquote></p><p> <b>Results: </b>Due after the close on Tuesday.</p><p><blockquote><b>结果:</b>周二收盘后到期。</blockquote></p><p> <h2>Allbirds Stock</h2> Allbirds stock fell 3.9% to 18.99 in the stock market today. That was about 27% above the stock's initial offering price from Nov. 3.</p><p><blockquote><h2>Allbirds股票</h2>今天股市上Allbirds股价下跌3.9%,至18.99美元。这比该股11月3日的首次发行价高出约27%。</blockquote></p><p> Shares have a very weak Composite Rating of 22.</p><p><blockquote>该股的综合评级非常弱,为22。</blockquote></p><p> Along with Allbirds stock, <b>Nike</b> rose 1.7% to 170.79. Shares were trying to clear a 174.48 buy point of a cup base.</p><p><blockquote>与Allbirds股票一起,<b>耐克</b>上涨1.7%至170.79点。股价试图清除杯底174.48买入点。</blockquote></p><p> <b>Adidas</b> rose 0.2%. <b>Crocs</b> shook off early losses and rose 1%. <b>Skechers</b> also reversed higher, trading up 1.1%.</p><p><blockquote><b>阿迪达斯</b>上涨0.2%。<b>卡骆驰</b>摆脱早盘跌幅,上涨1%。<b>斯凯奇</b>也反转走高,上涨1.1%。</blockquote></p><p> <b>On Holding</b>, the running-shoe maker backed by tennis star Roger Federer, fell 2.2%. That company, another recent IPO, reported earnings earlier this month.</p><p><blockquote><b>持有时</b>网球明星罗杰·费德勒支持的跑鞋制造商下跌2.2%。该公司是最近的另一家首次公开募股公司,本月早些时候公布了收益。</blockquote></p><p> Allbirds, founded in 2015, is best known for its Wool Runner shoes. The company has tried to position itself as a more sustainable shoemaker, making products from tree fiber, sugar cane, crab shells and other materials. In doing so, it hopes to capture younger consumers who pay more attention to how and where their products are made.</p><p><blockquote>Allbirds成立于2015年,以其羊毛跑鞋而闻名。该公司试图将自己定位为更可持续的鞋匠,用树纤维、甘蔗、蟹壳和其他材料制造产品。通过这样做,它希望吸引更多关注产品制造方式和地点的年轻消费者。</blockquote></p><p> Still, in the Allbirds stock IPO prospectus, the company noted that its footwear is largely made by a handful of vendors in Korea and Vietnam. Shutdowns in Vietnam earlier this year have hit sales for Nike, as well as quarterly results for Crocs. Factories in Vietnam have since reopened, but are hindered by labor shortages.</p><p><blockquote>尽管如此,在Allbirds股票IPO招股说明书中,该公司指出,其鞋类主要由韩国和越南的少数供应商生产。今年早些时候越南的停工影响了耐克的销售以及Crocs的季度业绩。越南的工厂已经重新开业,但受到劳动力短缺的阻碍。</blockquote></p><p> Allbirds also said that finding suppliers that meet its environmental standards can be an \"involved process.\"</p><p><blockquote>Allbirds还表示,寻找符合其环境标准的供应商可能是一个“复杂的过程”。</blockquote></p><p> <h2>Analysts Like Allbirds Stock</h2> Analysts have expressed optimism on Allbirds stock, even as footwear and clothing manufacturers navigate Covid restrictions abroad and backups along the supply chain.</p><p><blockquote><h2>分析师喜欢Allbirds股票</h2>尽管鞋类和服装制造商正在应对国外的新冠疫情限制以及供应链上的备份,但分析师仍对Allbirds股票表示乐观。</blockquote></p><p> \"Allbirds is a leading footwear company with a unique competitive moat given its focus on sustainability,\" BofA analysts said in a research note on Monday in initiating coverage on Allbirds.</p><p><blockquote>美国银行分析师在周一开始报道Allbirds时在一份研究报告中表示:“Allbirds是一家领先的鞋类公司,鉴于其对可持续发展的关注,拥有独特的竞争护城河。”</blockquote></p><p> They gave Allbirds stock a buy rating and a $23 price objective.</p><p><blockquote>他们给予Allbirds股票买入评级和23美元的目标价。</blockquote></p><p> \"With an aided brand awareness of only 11% in the US, we see opportunity for its innovative, sustainable product development to capture market share in the $1.8 (trillion) global athletic footwear and apparel market,\" the analysts continued.</p><p><blockquote>分析师继续说道:“由于辅助品牌在美国的知名度仅为11%,我们看到了其创新、可持续产品开发的机会,可以在价值1.8万亿美元的全球运动鞋和服装市场中占领市场份额。”</blockquote></p><p> William Blair analysts also found a lot to like. An initiation note on Allbirds stock on Monday gave the stock an outperform rating, and noted Allbirds' high rate of repeat customers. Blair analysts described Allbirds as a company that draws most of its sales from digital channels, with potential to gain from the opening of more physical retail stores.</p><p><blockquote>威廉·布莱尔分析师也发现了很多值得喜欢的地方。周一关于Allbirds股票的启动说明给予该股跑赢大盘的评级,并指出Allbirds的回头客率很高。布莱尔分析师将Allbirds描述为一家大部分销售额来自数字渠道的公司,有潜力从开设更多实体零售店中获益。</blockquote></p><p> \"The opening of stores is expected to drive new customer acquisition while also lifting digital sales and translating to improved lifetime value,\" they said.</p><p><blockquote>他们表示:“商店的开设预计将推动新客户的获取,同时还将提升数字销售并转化为终身价值的提高。”</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>Allbirds Stock Earns Analyst Praise, With First Quarterly Report Due<blockquote>Allbirds股票赢得分析师赞誉,第一季度报告即将发布</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAllbirds Stock Earns Analyst Praise, With First Quarterly Report Due<blockquote>Allbirds股票赢得分析师赞誉,第一季度报告即将发布</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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time smaller\">2021-11-30 10:04</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Sneaker-maker and recent IPO <b>Allbirds</b> reports third-quarter earnings after the close on Tuesday. Allbirds stock traded lower on Monday.</p><p><blockquote>运动鞋制造商和最近的首次公开募股<b>全鸟</b>周二收盘后公布第三季度收益。Allbirds股票周一走低。</blockquote></p><p> The San Francisco-based company, which designs footwear aimed at more environmentally-conscious customers, reports as the shoe manufacturing industry attempts to find its way around pandemic-related supply-chain disruptions.</p><p><blockquote>这家总部位于旧金山的公司为更具环保意识的客户设计鞋类,该公司报告称,制鞋行业正试图找到解决与大流行相关的供应链中断的方法。</blockquote></p><p> <h2>Allbirds Earnings</h2> <b>Estimates:</b> Wall Street expects Allbirds to lose 11 cents per share during the quarter, according to FactSet. Revenue is expected to be $62 million.</p><p><blockquote><h2>Allbirds收益</h2><b>估计数:</b>FactSet的数据显示,华尔街预计Allbirds本季度每股亏损11美分。收入预计为6200万美元。</blockquote></p><p> <b>Results: </b>Due after the close on Tuesday.</p><p><blockquote><b>结果:</b>周二收盘后到期。</blockquote></p><p> <h2>Allbirds Stock</h2> Allbirds stock fell 3.9% to 18.99 in the stock market today. That was about 27% above the stock's initial offering price from Nov. 3.</p><p><blockquote><h2>Allbirds股票</h2>今天股市上Allbirds股价下跌3.9%,至18.99美元。这比该股11月3日的首次发行价高出约27%。</blockquote></p><p> Shares have a very weak Composite Rating of 22.</p><p><blockquote>该股的综合评级非常弱,为22。</blockquote></p><p> Along with Allbirds stock, <b>Nike</b> rose 1.7% to 170.79. Shares were trying to clear a 174.48 buy point of a cup base.</p><p><blockquote>与Allbirds股票一起,<b>耐克</b>上涨1.7%至170.79点。股价试图清除杯底174.48买入点。</blockquote></p><p> <b>Adidas</b> rose 0.2%. <b>Crocs</b> shook off early losses and rose 1%. <b>Skechers</b> also reversed higher, trading up 1.1%.</p><p><blockquote><b>阿迪达斯</b>上涨0.2%。<b>卡骆驰</b>摆脱早盘跌幅,上涨1%。<b>斯凯奇</b>也反转走高,上涨1.1%。</blockquote></p><p> <b>On Holding</b>, the running-shoe maker backed by tennis star Roger Federer, fell 2.2%. That company, another recent IPO, reported earnings earlier this month.</p><p><blockquote><b>持有时</b>网球明星罗杰·费德勒支持的跑鞋制造商下跌2.2%。该公司是最近的另一家首次公开募股公司,本月早些时候公布了收益。</blockquote></p><p> Allbirds, founded in 2015, is best known for its Wool Runner shoes. The company has tried to position itself as a more sustainable shoemaker, making products from tree fiber, sugar cane, crab shells and other materials. In doing so, it hopes to capture younger consumers who pay more attention to how and where their products are made.</p><p><blockquote>Allbirds成立于2015年,以其羊毛跑鞋而闻名。该公司试图将自己定位为更可持续的鞋匠,用树纤维、甘蔗、蟹壳和其他材料制造产品。通过这样做,它希望吸引更多关注产品制造方式和地点的年轻消费者。</blockquote></p><p> Still, in the Allbirds stock IPO prospectus, the company noted that its footwear is largely made by a handful of vendors in Korea and Vietnam. Shutdowns in Vietnam earlier this year have hit sales for Nike, as well as quarterly results for Crocs. Factories in Vietnam have since reopened, but are hindered by labor shortages.</p><p><blockquote>尽管如此,在Allbirds股票IPO招股说明书中,该公司指出,其鞋类主要由韩国和越南的少数供应商生产。今年早些时候越南的停工影响了耐克的销售以及Crocs的季度业绩。越南的工厂已经重新开业,但受到劳动力短缺的阻碍。</blockquote></p><p> Allbirds also said that finding suppliers that meet its environmental standards can be an \"involved process.\"</p><p><blockquote>Allbirds还表示,寻找符合其环境标准的供应商可能是一个“复杂的过程”。</blockquote></p><p> <h2>Analysts Like Allbirds Stock</h2> Analysts have expressed optimism on Allbirds stock, even as footwear and clothing manufacturers navigate Covid restrictions abroad and backups along the supply chain.</p><p><blockquote><h2>分析师喜欢Allbirds股票</h2>尽管鞋类和服装制造商正在应对国外的新冠疫情限制以及供应链上的备份,但分析师仍对Allbirds股票表示乐观。</blockquote></p><p> \"Allbirds is a leading footwear company with a unique competitive moat given its focus on sustainability,\" BofA analysts said in a research note on Monday in initiating coverage on Allbirds.</p><p><blockquote>美国银行分析师在周一开始报道Allbirds时在一份研究报告中表示:“Allbirds是一家领先的鞋类公司,鉴于其对可持续发展的关注,拥有独特的竞争护城河。”</blockquote></p><p> They gave Allbirds stock a buy rating and a $23 price objective.</p><p><blockquote>他们给予Allbirds股票买入评级和23美元的目标价。</blockquote></p><p> \"With an aided brand awareness of only 11% in the US, we see opportunity for its innovative, sustainable product development to capture market share in the $1.8 (trillion) global athletic footwear and apparel market,\" the analysts continued.</p><p><blockquote>分析师继续说道:“由于辅助品牌在美国的知名度仅为11%,我们看到了其创新、可持续产品开发的机会,可以在价值1.8万亿美元的全球运动鞋和服装市场中占领市场份额。”</blockquote></p><p> William Blair analysts also found a lot to like. An initiation note on Allbirds stock on Monday gave the stock an outperform rating, and noted Allbirds' high rate of repeat customers. Blair analysts described Allbirds as a company that draws most of its sales from digital channels, with potential to gain from the opening of more physical retail stores.</p><p><blockquote>威廉·布莱尔分析师也发现了很多值得喜欢的地方。周一关于Allbirds股票的启动说明给予该股跑赢大盘的评级,并指出Allbirds的回头客率很高。布莱尔分析师将Allbirds描述为一家大部分销售额来自数字渠道的公司,有潜力从开设更多实体零售店中获益。</blockquote></p><p> \"The opening of stores is expected to drive new customer acquisition while also lifting digital sales and translating to improved lifetime value,\" they said.</p><p><blockquote>他们表示:“商店的开设预计将推动新客户的获取,同时还将提升数字销售并转化为终身价值的提高。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIRD":"Allbirds, Inc.","BK4146":"鞋类"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187305831","content_text":"Sneaker-maker and recent IPO Allbirds reports third-quarter earnings after the close on Tuesday. Allbirds stock traded lower on Monday.\nThe San Francisco-based company, which designs footwear aimed at more environmentally-conscious customers, reports as the shoe manufacturing industry attempts to find its way around pandemic-related supply-chain disruptions.\nAllbirds Earnings\nEstimates: Wall Street expects Allbirds to lose 11 cents per share during the quarter, according to FactSet. Revenue is expected to be $62 million.\nResults: Due after the close on Tuesday.\nAllbirds Stock\nAllbirds stock fell 3.9% to 18.99 in the stock market today. That was about 27% above the stock's initial offering price from Nov. 3.\nShares have a very weak Composite Rating of 22.\nAlong with Allbirds stock, Nike rose 1.7% to 170.79. Shares were trying to clear a 174.48 buy point of a cup base.\nAdidas rose 0.2%. Crocs shook off early losses and rose 1%. Skechers also reversed higher, trading up 1.1%.\nOn Holding, the running-shoe maker backed by tennis star Roger Federer, fell 2.2%. That company, another recent IPO, reported earnings earlier this month.\nAllbirds, founded in 2015, is best known for its Wool Runner shoes. The company has tried to position itself as a more sustainable shoemaker, making products from tree fiber, sugar cane, crab shells and other materials. In doing so, it hopes to capture younger consumers who pay more attention to how and where their products are made.\nStill, in the Allbirds stock IPO prospectus, the company noted that its footwear is largely made by a handful of vendors in Korea and Vietnam. Shutdowns in Vietnam earlier this year have hit sales for Nike, as well as quarterly results for Crocs. Factories in Vietnam have since reopened, but are hindered by labor shortages.\nAllbirds also said that finding suppliers that meet its environmental standards can be an \"involved process.\"\nAnalysts Like Allbirds Stock\nAnalysts have expressed optimism on Allbirds stock, even as footwear and clothing manufacturers navigate Covid restrictions abroad and backups along the supply chain.\n\"Allbirds is a leading footwear company with a unique competitive moat given its focus on sustainability,\" BofA analysts said in a research note on Monday in initiating coverage on Allbirds.\nThey gave Allbirds stock a buy rating and a $23 price objective.\n\"With an aided brand awareness of only 11% in the US, we see opportunity for its innovative, sustainable product development to capture market share in the $1.8 (trillion) global athletic footwear and apparel market,\" the analysts continued.\nWilliam Blair analysts also found a lot to like. An initiation note on Allbirds stock on Monday gave the stock an outperform rating, and noted Allbirds' high rate of repeat customers. Blair analysts described Allbirds as a company that draws most of its sales from digital channels, with potential to gain from the opening of more physical retail stores.\n\"The opening of stores is expected to drive new customer acquisition while also lifting digital sales and translating to improved lifetime value,\" they said.","news_type":1,"symbols_score_info":{"BIRD":0.9}},"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600650124,"gmtCreate":1638149311895,"gmtModify":1638149312119,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Up or down, stock only react temporary. Hope for Monday recovery from Friday loss. ","listText":"Up or down, stock only react temporary. Hope for Monday recovery from Friday loss. ","text":"Up or down, stock only react temporary. Hope for Monday recovery from Friday loss.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600650124","repostId":"1124072014","repostType":4,"repost":{"id":"1124072014","kind":"news","pubTimestamp":1638140765,"share":"https://www.laohu8.com/m/news/1124072014?lang=zh_CN&edition=full","pubTime":"2021-11-29 07:06","market":"us","language":"en","title":"November jobs report: What to know this week<blockquote>11月就业报告:本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124072014","media":"yahoo","summary":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor","content":"<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周回归,焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>美国劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。经济学家一致认为,11月份将有50万个工作岗位回归,招聘速度仅较10月份的531,000个略有放缓。失业率也有望从10月的4.6%进一步改善至4.5%,达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道:“我们预计11月份非农就业人数将增加50万人,但冬季新冠疫情风险不断增加以及可用工人供应减少将很快拖累就业增长。”,在上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更显著的复苏,否则就业增长不可能以这种速度持续太久。如果说有什么不同的话,那就是劳动力供应可以<i>恶化</i>随着覆盖1亿工人的联邦疫苗授权于1月4日开始,未来几个月,”阿什沃斯补充道。“这表明工资增长将保持强劲,我们预计10月份平均时薪将[环比]增长0.4%。”</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比,平均时薪预计将增长5.0%,继10月份已经显着增长4.9%之后进一步加速,这是自2月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张虽然对消费者及其消费能力有利,但也引发了人们对持续通胀的担忧。上周经济分析局公布的10月份个人消费支出(PCE)平减指数显示,该指数年率上涨5.0%,创1990年以来最大涨幅。核心PCE(即美联储首选的剔除波动较大的食品和能源价格的通胀指标)同比上涨4.1%,为三十年来的最高水平。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据集中在紧张的劳动力市场上,并预示着11月份就业报告可能强劲。上周首次申请失业救济人数降至19.9万人的52年低点,打破了之前大流行时期的低点和大流行前新首次申请失业救济人数的平均值。这再次凸显了美国雇主之间对劳动力的激烈竞争,在劳动力普遍短缺的情况下,公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺,劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比,平民劳动力仍减少了近300万参与者,对病毒的担忧挥之不去,许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色,这仍然使许多人处于劳动力的边缘。经济学家普遍预计,11月份劳动力参与率仅略有上升,达到61.7%,高于10月份的61.6%,但远低于2020年2月的63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济回到大流行前的劳动力参与水平,并确保不同群体公平地看到就业增长,已成为美联储的一个重点关注点。在这些方面仍有待弥补的距离也是美联储货币政策支持保持超宽松的最大因素,即使在一系列高于预期的通胀报告似乎需要采取更强硬的政策倾斜美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长进一步表明,美联储将继续关注劳动力市场,将其作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳(Justin Weidner)上周在一份报告中写道:“由于有证据表明通胀压力上升可能会持续更长时间,市场对美联储未来加息的看法已大幅提前。”“然而,正如鲍威尔主席11月新闻发布会所表明的那样,劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul> <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一:</b>10月份待售房屋环比(预期0.7%,9月份-2.3%);11月达拉斯联储制造业活动指数(预期17.0,10月14.6)</li></ul></blockquote></p><p></p><p></li> <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二:</b>9月FHFA房价指数环比(预期为1.2%,8月为1.0%);S&P CoreLogic Case-Shiller 20城综合指数,9月环比(预期1.30%,8月1.17%);S&P CoreLogic Case-Shiller 20城市综合指数,9月(上月为19.66%);11月MNI芝加哥PMI(预期67.0,10月68.4);世界大型企业联合会11月消费者信心指数(预期110.0,10月113.8)</li></blockquote></p><p></li> <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三:</b>MBA抵押贷款申请,11月26日(前一周为1.8%);11月ADP就业变化(预期51.5万人,10月57.1万人);Markit美国制造业PMI,11月终值(上月为59.1);10月份建筑支出环比(预期0.5%,9月份-0.5%);ISM制造业,11月(预期61.0,10月60.8);美联储发布褐皮书</li></blockquote></p><p></li> <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四:</b>挑战者裁员,11月(10月-71.7%);截至11月27日当周首次申请失业救济人数(前一周为199,000人);11月20日持续申请失业救济人数(前一周为2.049)</li></blockquote></p><p></li> <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五:</b>11月非农就业人数变化(预期50万,10月53.1万);11月失业率(预期4.5%,10月4.6%);11月平均时薪环比(预期0.4%,10月0.4%);11月平均时薪同比(预期5.0%,10月4.9%);Markit美国服务业PMI,11月最终数据(上一期为57.0);Markit美国综合PMI,11月最终数据(上一期为56.5);ISM服务业指数,11月(预期65.0,10月66.7);10月工厂订单(预期0.5%,9月0.2%);耐用品订单,10月份最终(上次打印为-0.5%)</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>盈利日历</blockquote></p><p> <ul> <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一:</b><i>没有计划发布值得注意的报告</i></li></ul></blockquote></p><p></li> <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二:</b>Salesforce.com(CRM)收盘后</li></blockquote></p><p></li> <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三:</b>PVH Corp.(PVH)收盘后</li></blockquote></p><p></li> <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四:</b>Dollar General(DG)、Kroger(KR)开盘前;Ulta Beauty(ULTA)收盘后</li></blockquote></p><p></li> <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五:</b><i>没有计划发布值得注意的报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>November jobs report: What to know this week<blockquote>11月就业报告:本周需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNovember jobs report: What to know this week<blockquote>11月就业报告:本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">yahoo</strong><span class=\"h-time small\">2021-11-29 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周回归,焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>美国劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。经济学家一致认为,11月份将有50万个工作岗位回归,招聘速度仅较10月份的531,000个略有放缓。失业率也有望从10月的4.6%进一步改善至4.5%,达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道:“我们预计11月份非农就业人数将增加50万人,但冬季新冠疫情风险不断增加以及可用工人供应减少将很快拖累就业增长。”,在上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更显著的复苏,否则就业增长不可能以这种速度持续太久。如果说有什么不同的话,那就是劳动力供应可以<i>恶化</i>随着覆盖1亿工人的联邦疫苗授权于1月4日开始,未来几个月,”阿什沃斯补充道。“这表明工资增长将保持强劲,我们预计10月份平均时薪将[环比]增长0.4%。”</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比,平均时薪预计将增长5.0%,继10月份已经显着增长4.9%之后进一步加速,这是自2月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张虽然对消费者及其消费能力有利,但也引发了人们对持续通胀的担忧。上周经济分析局公布的10月份个人消费支出(PCE)平减指数显示,该指数年率上涨5.0%,创1990年以来最大涨幅。核心PCE(即美联储首选的剔除波动较大的食品和能源价格的通胀指标)同比上涨4.1%,为三十年来的最高水平。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据集中在紧张的劳动力市场上,并预示着11月份就业报告可能强劲。上周首次申请失业救济人数降至19.9万人的52年低点,打破了之前大流行时期的低点和大流行前新首次申请失业救济人数的平均值。这再次凸显了美国雇主之间对劳动力的激烈竞争,在劳动力普遍短缺的情况下,公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺,劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比,平民劳动力仍减少了近300万参与者,对病毒的担忧挥之不去,许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色,这仍然使许多人处于劳动力的边缘。经济学家普遍预计,11月份劳动力参与率仅略有上升,达到61.7%,高于10月份的61.6%,但远低于2020年2月的63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济回到大流行前的劳动力参与水平,并确保不同群体公平地看到就业增长,已成为美联储的一个重点关注点。在这些方面仍有待弥补的距离也是美联储货币政策支持保持超宽松的最大因素,即使在一系列高于预期的通胀报告似乎需要采取更强硬的政策倾斜美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长进一步表明,美联储将继续关注劳动力市场,将其作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳(Justin Weidner)上周在一份报告中写道:“由于有证据表明通胀压力上升可能会持续更长时间,市场对美联储未来加息的看法已大幅提前。”“然而,正如鲍威尔主席11月新闻发布会所表明的那样,劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul> <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一:</b>10月份待售房屋环比(预期0.7%,9月份-2.3%);11月达拉斯联储制造业活动指数(预期17.0,10月14.6)</li></ul></blockquote></p><p></p><p></li> <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二:</b>9月FHFA房价指数环比(预期为1.2%,8月为1.0%);S&P CoreLogic Case-Shiller 20城综合指数,9月环比(预期1.30%,8月1.17%);S&P CoreLogic Case-Shiller 20城市综合指数,9月(上月为19.66%);11月MNI芝加哥PMI(预期67.0,10月68.4);世界大型企业联合会11月消费者信心指数(预期110.0,10月113.8)</li></blockquote></p><p></li> <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三:</b>MBA抵押贷款申请,11月26日(前一周为1.8%);11月ADP就业变化(预期51.5万人,10月57.1万人);Markit美国制造业PMI,11月终值(上月为59.1);10月份建筑支出环比(预期0.5%,9月份-0.5%);ISM制造业,11月(预期61.0,10月60.8);美联储发布褐皮书</li></blockquote></p><p></li> <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四:</b>挑战者裁员,11月(10月-71.7%);截至11月27日当周首次申请失业救济人数(前一周为199,000人);11月20日持续申请失业救济人数(前一周为2.049)</li></blockquote></p><p></li> <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五:</b>11月非农就业人数变化(预期50万,10月53.1万);11月失业率(预期4.5%,10月4.6%);11月平均时薪环比(预期0.4%,10月0.4%);11月平均时薪同比(预期5.0%,10月4.9%);Markit美国服务业PMI,11月最终数据(上一期为57.0);Markit美国综合PMI,11月最终数据(上一期为56.5);ISM服务业指数,11月(预期65.0,10月66.7);10月工厂订单(预期0.5%,9月0.2%);耐用品订单,10月份最终(上次打印为-0.5%)</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>盈利日历</blockquote></p><p> <ul> <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一:</b><i>没有计划发布值得注意的报告</i></li></ul></blockquote></p><p></li> <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二:</b>Salesforce.com(CRM)收盘后</li></blockquote></p><p></li> <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三:</b>PVH Corp.(PVH)收盘后</li></blockquote></p><p></li> <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四:</b>Dollar General(DG)、Kroger(KR)开盘前;Ulta Beauty(ULTA)收盘后</li></blockquote></p><p></li> <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五:</b><i>没有计划发布值得注意的报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html\">yahoo</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124072014","content_text":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.\nThe Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.\n\"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.\n\"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply couldworsenover the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"\nOn a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.\nGrowing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.\nOther recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.\nEven given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.\nReturning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.\n\"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"\nEconomic calendar\n\nMonday:Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)\nTuesday:FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)\nWednesday:MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book\nThursday:Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)\nFriday:Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)\n\nEarnings calendar\n\nMonday:No notable reports scheduled for release\nTuesday:Salesforce.com (CRM) after market close\nWednesday:PVH Corp. (PVH) after market close\nThursday:Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close\nFriday:No notable reports scheduled for release","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600369846,"gmtCreate":1638068687764,"gmtModify":1638068687971,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Don’t chase the price lah…..","listText":"Don’t chase the price lah…..","text":"Don’t chase the price lah…..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600369846","repostId":"2186328507","repostType":4,"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":890560828,"gmtCreate":1628123964864,"gmtModify":1633753397611,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Singapore stocks, banks usuallly safe and sound - baojiak!","listText":"Singapore stocks, banks usuallly safe and sound - baojiak!","text":"Singapore stocks, banks usuallly safe and sound - baojiak!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/890560828","repostId":"1116782530","repostType":4,"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342831060,"gmtCreate":1618196256750,"gmtModify":1634294486478,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Comment, please. ","listText":"Comment, please. ","text":"Comment, please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/342831060","repostId":"1108039204","repostType":4,"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":850525001,"gmtCreate":1634609851538,"gmtModify":1634610091243,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Always remember, what goes up will come down and vice versa. Happy with the prices, buy. Not happy, just wait for your time. ","listText":"Always remember, what goes up will come down and vice versa. Happy with the prices, buy. Not happy, just wait for your time. ","text":"Always remember, what goes up will come down and vice versa. Happy with the prices, buy. Not happy, just wait for your time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/850525001","repostId":"2176120817","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806925506,"gmtCreate":1627626689905,"gmtModify":1633757633827,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Missed missed lor…prices already moved to suchhigh level and should it now take a breather?","listText":"Missed missed lor…prices already moved to suchhigh level and should it now take a breather?","text":"Missed missed lor…prices already moved to suchhigh level and should it now take a breather?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/806925506","repostId":"1101856581","repostType":4,"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164987917,"gmtCreate":1624165942239,"gmtModify":1634009903282,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Inflation or not, does it matter?","listText":"Inflation or not, does it matter?","text":"Inflation or not, does it matter?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/164987917","repostId":"1133385197","repostType":4,"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349852006,"gmtCreate":1617592055305,"gmtModify":1634297693493,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Yes, GILD is a solid company and now only waiting for price to retreat before buying. Solid fundamental. ","listText":"Yes, GILD is a solid company and now only waiting for price to retreat before buying. Solid fundamental. ","text":"Yes, GILD is a solid company and now only waiting for price to retreat before buying. Solid fundamental.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/349852006","repostId":"1121666420","repostType":4,"repost":{"id":"1121666420","kind":"news","pubTimestamp":1617365764,"share":"https://www.laohu8.com/m/news/1121666420?lang=zh_CN&edition=full","pubTime":"2021-04-02 20:16","market":"us","language":"en","title":"Wall Street Has Given Up on These 3 Stocks, and That's a Huge Mistake<blockquote>华尔街放弃了这三只股票,这是一个巨大的错误</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121666420","media":"Motley Fool","summary":"It's never a bad time to search for beaten-down stocks that are profitable on paper.Searching forval","content":"<p>It's never a bad time to search for beaten-down stocks that are profitable on paper.Searching forvalue stocksis pretty simple: Find financially robust companies that have performed poorly from a share price perspective, and buy them when they're down. When the share price comes back to reality, you'll be a winner. Wall Street has the habit of kicking a stock when it's down, as negative sentiment surrounding a particular name can spell doom for shareholders.</p><p><blockquote>现在是寻找纸面上盈利的遭受重创的股票的最佳时机。寻找价值股票非常简单:找到从股价角度来看表现不佳的财务稳健的公司,并在它们下跌时买入它们。当股价回到现实时,你将是赢家。华尔街有在股票下跌时踢掉股票的习惯,因为围绕某个特定名称的负面情绪可能会给股东带来厄运。</blockquote></p><p>For those seeking value, these moments present an opportunity. Here, we'll look at three value stocks that have seen better days, but also have a good chance at rebounding.</p><p><blockquote>对于那些寻求价值的人来说,这些时刻提供了一个机会。在这里,我们将关注三只价值股,它们经历了更好的日子,但也有很好的反弹机会。</blockquote></p><p><b>Gilead Sciences</b></p><p><blockquote><b>吉利德科学</b></blockquote></p><p>Over the past five years,<b>Gilead Sciences</b>(NASDAQ:GILD)has managed to lose about 40% of its value on the open market, and has vastly underperformed apassively held index fundover the same period (as shown below). As a market leader in the oncology, HIV, and hepatitis C drug markets, respectively, the company produces a suite of antivirals for typically hard-to-treat illnesses. While Gilead was -- and is -- front-and-center during the pandemic in its production of Veklury (more commonly known as remdesivir), it is not one of the major vaccine producers.</p><p><blockquote>五年来,<b>吉利德科学</b>(纳斯达克:GILD)在公开市场上损失了约40%的价值,并且同期的表现远远落后于被动持有的指数基金(如下所示)。作为肿瘤学、艾滋病毒和丙型肝炎药物市场的市场领导者,该公司生产一系列针对通常难以治疗的疾病的抗病毒药物。虽然吉利德在大流行期间一直是Veklury(通常称为remdesivir)生产的前沿和中心,但它并不是主要的疫苗生产商之一。</blockquote></p><p>Perhaps the better news for those considering a Gilead investment is that the company is fundamentally quite strong. It trades at 9 times earnings, which is comparably cheap across the large-cap biotech sector. It projects a strong 2021, releasing guidance for revenue of $25 billion and EPS in the $7 range .</p><p><blockquote>对于那些考虑投资吉利德的人来说,也许更好的消息是该公司从根本上来说相当强大。它的市盈率为9倍,在大型生物技术行业中相对便宜。它预计2021年将表现强劲,发布的收入指引为250亿美元,每股收益在7美元左右。</blockquote></p><p>Put simply, the company trades at an attractive price relative to the earnings it generates, and the hope is that patients start treatment for other viral and chronic (non-COVID) illnesses now that the pandemic has waned a bit in the early part of the year.</p><p><blockquote>简而言之,相对于其产生的收入,该公司的交易价格具有吸引力,希望患者能够开始治疗其他病毒性和慢性(非新冠)疾病,因为疫情在今年年初有所减弱。</blockquote></p><p><img src=\"https://static.tigerbbs.com/3e7203dcf348bdd13924f561f04db9af\" tg-width=\"720\" tg-height=\"435\" referrerpolicy=\"no-referrer\"><b>DISH Network</b></p><p><blockquote><b>碟形网络</b></blockquote></p><p>Despite a stagnant stock price --<b>DISH Network</b>(NASDAQ:DISH)has fallen from just under $50 per share to around $35 today -- there is reason to believe a comeback is in the works. The stock currently trades at 11 times earnings, relatively cheap based on today's standards, and posted strong revenue growth in 2020, up about 40% from 2019.</p><p><blockquote>尽管股价停滞不前--<b>碟形网络</b>(纳斯达克:DISH)的股价已从每股略低于50美元跌至今天的35美元左右——有理由相信股价正在卷土重来。该股目前的市盈率为11倍,以今天的标准来看相对便宜,2020年收入增长强劲,较2019年增长约40%。</blockquote></p><p>DISH has engaged in a few creative partnerships; perhaps the most promising of the bunchis a pact with DraftKings, which seeks to offer sports betting from DISH set-top boxes. The underlying current here is that DISH Network has shown an ability to think outside the box, which is reflected in itsprofitability measures. It is a buy at its current price, and has an opportunity to stage a comeback in the coming years.</p><p><blockquote>DISH参与了一些创造性的合作;也许其中最有前途的是与DraftKings的协议,该协议旨在通过碟形机顶盒提供体育博彩。这里的潜在趋势是,DISH Network已经表现出了跳出框框思考的能力,这反映在其盈利能力指标上。以目前的价格买入,并有机会在未来几年卷土重来。</blockquote></p><p><b>Tupperware Brands</b></p><p><blockquote><b>特百惠品牌</b></blockquote></p><p>While not the most high-flying name you've ever heard,<b>Tupperware Brands</b>(NYSE:TUP)simply runs a sustainably profitable business. Last year's earnings were $2.24 a share, and the stock currently trades around $25 per share, leading to a current price-to-earnings ratio of only about 11. While overall sales were down in 2020, profitable sales growth rose, a sign that the company is still able to control costs and make money in the most difficult of circumstances.</p><p><blockquote>虽然不是你听过的最崇高的名字,<b>特百惠品牌</b>(纽约证券交易所股票代码:TUP)只是经营一项可持续盈利的业务。去年的每股收益为2.24美元,该股目前的交易价格约为每股25美元,导致目前的市盈率仅为11左右。虽然2020年整体销售额下降,但盈利销售额增长上升,这表明该公司仍然能够在最困难的情况下控制成本并赚钱。</blockquote></p><p>The stock has also lost two-thirds of its value since 2013 but remains profitable. According to its year-end press release, the company has been successful in restructuring its debt and executing on its turnaround plans (especially concerning its core businesses). Shares remain cheap for the moment, but the fact remains: The company makes money and has the financials to prove it.</p><p><blockquote>自2013年以来,该股的价值也损失了三分之二,但仍保持盈利。根据其年终新闻稿,该公司已成功重组债务并执行扭亏为盈计划(特别是有关其核心业务)。目前股价仍然便宜,但事实仍然是:该公司赚钱,并且有财务数据证明这一点。</blockquote></p><p><b>When in doubt, seek value</b></p><p><blockquote><b>当有疑问时,寻求价值</b></blockquote></p><p>The basic premise of value investing is to find profitable companies that happen to be on sale in the open market. While single-stock investing is far from a guaranteed strategy, it's worth looking into seemingly \"forgotten\" companies that simply have not yet had their day in the sun. Companies that have demonstrated their ability to grow and sustain profitability are your best bet, especially when they're cheap.</p><p><blockquote>价值投资的基本前提是找到盈利的公司,而这些公司恰好在公开市场上出售。虽然单一股票投资远非一种有保证的策略,但值得关注那些看似“被遗忘”的公司,这些公司只是还没有成功。已经证明有能力增长和维持盈利能力的公司是你最好的选择,尤其是当它们很便宜的时候。</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>Wall Street Has Given Up on These 3 Stocks, and That's a Huge Mistake<blockquote>华尔街放弃了这三只股票,这是一个巨大的错误</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\">\nWall Street Has Given Up on These 3 Stocks, and That's a Huge Mistake<blockquote>华尔街放弃了这三只股票,这是一个巨大的错误</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-02 20:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It's never a bad time to search for beaten-down stocks that are profitable on paper.Searching forvalue stocksis pretty simple: Find financially robust companies that have performed poorly from a share price perspective, and buy them when they're down. When the share price comes back to reality, you'll be a winner. Wall Street has the habit of kicking a stock when it's down, as negative sentiment surrounding a particular name can spell doom for shareholders.</p><p><blockquote>现在是寻找纸面上盈利的遭受重创的股票的最佳时机。寻找价值股票非常简单:找到从股价角度来看表现不佳的财务稳健的公司,并在它们下跌时买入它们。当股价回到现实时,你将是赢家。华尔街有在股票下跌时踢掉股票的习惯,因为围绕某个特定名称的负面情绪可能会给股东带来厄运。</blockquote></p><p>For those seeking value, these moments present an opportunity. Here, we'll look at three value stocks that have seen better days, but also have a good chance at rebounding.</p><p><blockquote>对于那些寻求价值的人来说,这些时刻提供了一个机会。在这里,我们将关注三只价值股,它们经历了更好的日子,但也有很好的反弹机会。</blockquote></p><p><b>Gilead Sciences</b></p><p><blockquote><b>吉利德科学</b></blockquote></p><p>Over the past five years,<b>Gilead Sciences</b>(NASDAQ:GILD)has managed to lose about 40% of its value on the open market, and has vastly underperformed apassively held index fundover the same period (as shown below). As a market leader in the oncology, HIV, and hepatitis C drug markets, respectively, the company produces a suite of antivirals for typically hard-to-treat illnesses. While Gilead was -- and is -- front-and-center during the pandemic in its production of Veklury (more commonly known as remdesivir), it is not one of the major vaccine producers.</p><p><blockquote>五年来,<b>吉利德科学</b>(纳斯达克:GILD)在公开市场上损失了约40%的价值,并且同期的表现远远落后于被动持有的指数基金(如下所示)。作为肿瘤学、艾滋病毒和丙型肝炎药物市场的市场领导者,该公司生产一系列针对通常难以治疗的疾病的抗病毒药物。虽然吉利德在大流行期间一直是Veklury(通常称为remdesivir)生产的前沿和中心,但它并不是主要的疫苗生产商之一。</blockquote></p><p>Perhaps the better news for those considering a Gilead investment is that the company is fundamentally quite strong. It trades at 9 times earnings, which is comparably cheap across the large-cap biotech sector. It projects a strong 2021, releasing guidance for revenue of $25 billion and EPS in the $7 range .</p><p><blockquote>对于那些考虑投资吉利德的人来说,也许更好的消息是该公司从根本上来说相当强大。它的市盈率为9倍,在大型生物技术行业中相对便宜。它预计2021年将表现强劲,发布的收入指引为250亿美元,每股收益在7美元左右。</blockquote></p><p>Put simply, the company trades at an attractive price relative to the earnings it generates, and the hope is that patients start treatment for other viral and chronic (non-COVID) illnesses now that the pandemic has waned a bit in the early part of the year.</p><p><blockquote>简而言之,相对于其产生的收入,该公司的交易价格具有吸引力,希望患者能够开始治疗其他病毒性和慢性(非新冠)疾病,因为疫情在今年年初有所减弱。</blockquote></p><p><img src=\"https://static.tigerbbs.com/3e7203dcf348bdd13924f561f04db9af\" tg-width=\"720\" tg-height=\"435\" referrerpolicy=\"no-referrer\"><b>DISH Network</b></p><p><blockquote><b>碟形网络</b></blockquote></p><p>Despite a stagnant stock price --<b>DISH Network</b>(NASDAQ:DISH)has fallen from just under $50 per share to around $35 today -- there is reason to believe a comeback is in the works. The stock currently trades at 11 times earnings, relatively cheap based on today's standards, and posted strong revenue growth in 2020, up about 40% from 2019.</p><p><blockquote>尽管股价停滞不前--<b>碟形网络</b>(纳斯达克:DISH)的股价已从每股略低于50美元跌至今天的35美元左右——有理由相信股价正在卷土重来。该股目前的市盈率为11倍,以今天的标准来看相对便宜,2020年收入增长强劲,较2019年增长约40%。</blockquote></p><p>DISH has engaged in a few creative partnerships; perhaps the most promising of the bunchis a pact with DraftKings, which seeks to offer sports betting from DISH set-top boxes. The underlying current here is that DISH Network has shown an ability to think outside the box, which is reflected in itsprofitability measures. It is a buy at its current price, and has an opportunity to stage a comeback in the coming years.</p><p><blockquote>DISH参与了一些创造性的合作;也许其中最有前途的是与DraftKings的协议,该协议旨在通过碟形机顶盒提供体育博彩。这里的潜在趋势是,DISH Network已经表现出了跳出框框思考的能力,这反映在其盈利能力指标上。以目前的价格买入,并有机会在未来几年卷土重来。</blockquote></p><p><b>Tupperware Brands</b></p><p><blockquote><b>特百惠品牌</b></blockquote></p><p>While not the most high-flying name you've ever heard,<b>Tupperware Brands</b>(NYSE:TUP)simply runs a sustainably profitable business. Last year's earnings were $2.24 a share, and the stock currently trades around $25 per share, leading to a current price-to-earnings ratio of only about 11. While overall sales were down in 2020, profitable sales growth rose, a sign that the company is still able to control costs and make money in the most difficult of circumstances.</p><p><blockquote>虽然不是你听过的最崇高的名字,<b>特百惠品牌</b>(纽约证券交易所股票代码:TUP)只是经营一项可持续盈利的业务。去年的每股收益为2.24美元,该股目前的交易价格约为每股25美元,导致目前的市盈率仅为11左右。虽然2020年整体销售额下降,但盈利销售额增长上升,这表明该公司仍然能够在最困难的情况下控制成本并赚钱。</blockquote></p><p>The stock has also lost two-thirds of its value since 2013 but remains profitable. According to its year-end press release, the company has been successful in restructuring its debt and executing on its turnaround plans (especially concerning its core businesses). Shares remain cheap for the moment, but the fact remains: The company makes money and has the financials to prove it.</p><p><blockquote>自2013年以来,该股的价值也损失了三分之二,但仍保持盈利。根据其年终新闻稿,该公司已成功重组债务并执行扭亏为盈计划(特别是有关其核心业务)。目前股价仍然便宜,但事实仍然是:该公司赚钱,并且有财务数据证明这一点。</blockquote></p><p><b>When in doubt, seek value</b></p><p><blockquote><b>当有疑问时,寻求价值</b></blockquote></p><p>The basic premise of value investing is to find profitable companies that happen to be on sale in the open market. While single-stock investing is far from a guaranteed strategy, it's worth looking into seemingly \"forgotten\" companies that simply have not yet had their day in the sun. Companies that have demonstrated their ability to grow and sustain profitability are your best bet, especially when they're cheap.</p><p><blockquote>价值投资的基本前提是找到盈利的公司,而这些公司恰好在公开市场上出售。虽然单一股票投资远非一种有保证的策略,但值得关注那些看似“被遗忘”的公司,这些公司只是还没有成功。已经证明有能力增长和维持盈利能力的公司是你最好的选择,尤其是当它们很便宜的时候。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/04/02/wall-street-has-given-up-on-these-3-stocks-and-tha/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GILD":"吉利德科学","DISH":"Dish Network"},"source_url":"https://www.fool.com/investing/2021/04/02/wall-street-has-given-up-on-these-3-stocks-and-tha/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121666420","content_text":"It's never a bad time to search for beaten-down stocks that are profitable on paper.Searching forvalue stocksis pretty simple: Find financially robust companies that have performed poorly from a share price perspective, and buy them when they're down. When the share price comes back to reality, you'll be a winner. Wall Street has the habit of kicking a stock when it's down, as negative sentiment surrounding a particular name can spell doom for shareholders.For those seeking value, these moments present an opportunity. Here, we'll look at three value stocks that have seen better days, but also have a good chance at rebounding.Gilead SciencesOver the past five years,Gilead Sciences(NASDAQ:GILD)has managed to lose about 40% of its value on the open market, and has vastly underperformed apassively held index fundover the same period (as shown below). As a market leader in the oncology, HIV, and hepatitis C drug markets, respectively, the company produces a suite of antivirals for typically hard-to-treat illnesses. While Gilead was -- and is -- front-and-center during the pandemic in its production of Veklury (more commonly known as remdesivir), it is not one of the major vaccine producers.Perhaps the better news for those considering a Gilead investment is that the company is fundamentally quite strong. It trades at 9 times earnings, which is comparably cheap across the large-cap biotech sector. It projects a strong 2021, releasing guidance for revenue of $25 billion and EPS in the $7 range .Put simply, the company trades at an attractive price relative to the earnings it generates, and the hope is that patients start treatment for other viral and chronic (non-COVID) illnesses now that the pandemic has waned a bit in the early part of the year.DISH NetworkDespite a stagnant stock price --DISH Network(NASDAQ:DISH)has fallen from just under $50 per share to around $35 today -- there is reason to believe a comeback is in the works. The stock currently trades at 11 times earnings, relatively cheap based on today's standards, and posted strong revenue growth in 2020, up about 40% from 2019.DISH has engaged in a few creative partnerships; perhaps the most promising of the bunchis a pact with DraftKings, which seeks to offer sports betting from DISH set-top boxes. The underlying current here is that DISH Network has shown an ability to think outside the box, which is reflected in itsprofitability measures. It is a buy at its current price, and has an opportunity to stage a comeback in the coming years.Tupperware BrandsWhile not the most high-flying name you've ever heard,Tupperware Brands(NYSE:TUP)simply runs a sustainably profitable business. Last year's earnings were $2.24 a share, and the stock currently trades around $25 per share, leading to a current price-to-earnings ratio of only about 11. While overall sales were down in 2020, profitable sales growth rose, a sign that the company is still able to control costs and make money in the most difficult of circumstances.The stock has also lost two-thirds of its value since 2013 but remains profitable. According to its year-end press release, the company has been successful in restructuring its debt and executing on its turnaround plans (especially concerning its core businesses). Shares remain cheap for the moment, but the fact remains: The company makes money and has the financials to prove it.When in doubt, seek valueThe basic premise of value investing is to find profitable companies that happen to be on sale in the open market. While single-stock investing is far from a guaranteed strategy, it's worth looking into seemingly \"forgotten\" companies that simply have not yet had their day in the sun. Companies that have demonstrated their ability to grow and sustain profitability are your best bet, especially when they're cheap.","news_type":1,"symbols_score_info":{"GILD":0.9,"DISH":0.9}},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":873309325,"gmtCreate":1636853082703,"gmtModify":1636853082880,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Yeah…..looking to enter next week as the price isquite attractive for now. Good luck. ","listText":"Yeah…..looking to enter next week as the price isquite attractive for now. Good luck. ","text":"Yeah…..looking to enter next week as the price isquite attractive for now. Good luck.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/873309325","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张</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%,其中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 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.</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) 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&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张</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%,其中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 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.</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) 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&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":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357311106,"gmtCreate":1617237656705,"gmtModify":1634521897259,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Finally a breather!","listText":"Finally a breather!","text":"Finally a breather!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/357311106","repostId":"2124285272","repostType":4,"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604124870,"gmtCreate":1639361244989,"gmtModify":1639361811795,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Wow, so many stocks to watch? Is it not better to watch on your own stocks? Lol. ","listText":"Wow, so many stocks to watch? Is it not better to watch on your own stocks? Lol. ","text":"Wow, so many stocks to watch? Is it not better to watch on your own stocks? Lol.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/604124870","repostId":"1171271872","repostType":4,"repost":{"id":"1171271872","kind":"news","pubTimestamp":1639348466,"share":"https://www.laohu8.com/m/news/1171271872?lang=zh_CN&edition=full","pubTime":"2021-12-13 06:34","market":"us","language":"en","title":"Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171271872","media":"Barrons","summary":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and","content":"<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要事件将是美联储利率制定委员会2021年的最后一次会议。官员们最近的评论更加鹰派,可能会宣布加速每月资产购买缩减的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.</p><p><blockquote>本周的财报很少,但周二将包括金宝汤;Lennar、Accenture、FedEx、Rivian汽车和Adobe周四;周五还有达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的11月份生产者价格指数。经济学家预计整体指数环比上涨0.55%,核心PPI上涨0.4%。这两者都与10月份的生产者通胀速度大致相当。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他发布的数据包括周二全国独立企业联合会的信心指数、周三人口普查局公布的11月零售支出以及周四公布的11月新屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>星期一12/13</b></blockquote></p><p> J.Jill and PHX Minerals host earnings conference calls.</p><p><blockquote>J.Jill和PHX Minerals在评级举办收益会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and Avaya Holdings host investor days.</p><p><blockquote>金宝汤、巴恩斯集团和Avaya Holdings举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b> Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布11月份生产者价格指数。市场普遍预计环比上涨0.55%,不包括食品和能源的核心PPI将上涨0.4%。相比之下,10月份的增幅分别为0.6%和0.4%。</blockquote></p><p> <b>The National Federation</b> of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数,该指数调查了全国约5,000名小企业主。预期看涨期权为98.3,而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>星期三12/15</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束了为期两天的会议,届时政策制定者将讨论加快缩减月度证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>劳工统计局报告</b>11月进出口价格数据。预计出口价格环比上涨0.5%,而进口价格预计上涨0.5%。相比之下,10月份的涨幅分别为1.5%和1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了12月份NAHB/富国银行住房市场指数。普遍估计读数为84,而11月份的读数为83。该指数去年年底达到90的峰值,房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11月份零售支出报告。预计经季节调整后零售额环比增长0.7%,而10月份为增长1.7%。不包括汽车在内,支出预计将增长0.8%,而上一时期为1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、Accenture、FedEx、Jabil、Adobe、Rivian汽车和Nordson等公司在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。季调后成屋开工年率料为156.3万套,10月为152万套。当房屋开始挖掘时,房屋开工被计算在内。新房建设许可证预计为165.5万份,而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议记录。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继10月份增长1.6%后,经济学家预计增长0.6%。产能利用率预计为76.8,与10月份的76.4%大致一致。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>星期五12/17</b></blockquote></p><p> Steelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants和Quanex Building Products在评级举办收益会议。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 06:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要事件将是美联储利率制定委员会2021年的最后一次会议。官员们最近的评论更加鹰派,可能会宣布加速每月资产购买缩减的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.</p><p><blockquote>本周的财报很少,但周二将包括金宝汤;Lennar、Accenture、FedEx、Rivian汽车和Adobe周四;周五还有达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的11月份生产者价格指数。经济学家预计整体指数环比上涨0.55%,核心PPI上涨0.4%。这两者都与10月份的生产者通胀速度大致相当。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他发布的数据包括周二全国独立企业联合会的信心指数、周三人口普查局公布的11月零售支出以及周四公布的11月新屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>星期一12/13</b></blockquote></p><p> J.Jill and PHX Minerals host earnings conference calls.</p><p><blockquote>J.Jill和PHX Minerals在评级举办收益会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and Avaya Holdings host investor days.</p><p><blockquote>金宝汤、巴恩斯集团和Avaya Holdings举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b> Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布11月份生产者价格指数。市场普遍预计环比上涨0.55%,不包括食品和能源的核心PPI将上涨0.4%。相比之下,10月份的增幅分别为0.6%和0.4%。</blockquote></p><p> <b>The National Federation</b> of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数,该指数调查了全国约5,000名小企业主。预期看涨期权为98.3,而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>星期三12/15</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束了为期两天的会议,届时政策制定者将讨论加快缩减月度证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>劳工统计局报告</b>11月进出口价格数据。预计出口价格环比上涨0.5%,而进口价格预计上涨0.5%。相比之下,10月份的涨幅分别为1.5%和1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了12月份NAHB/富国银行住房市场指数。普遍估计读数为84,而11月份的读数为83。该指数去年年底达到90的峰值,房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11月份零售支出报告。预计经季节调整后零售额环比增长0.7%,而10月份为增长1.7%。不包括汽车在内,支出预计将增长0.8%,而上一时期为1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、Accenture、FedEx、Jabil、Adobe、Rivian汽车和Nordson等公司在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。季调后成屋开工年率料为156.3万套,10月为152万套。当房屋开始挖掘时,房屋开工被计算在内。新房建设许可证预计为165.5万份,而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议记录。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继10月份增长1.6%后,经济学家预计增长0.6%。产能利用率预计为76.8,与10月份的76.4%大致一致。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>星期五12/17</b></blockquote></p><p> Steelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants和Quanex Building Products在评级举办收益会议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SCS":"Steelcase Inc.","LEN":"莱纳建筑公司","ACN":"埃森哲",".IXIC":"NASDAQ Composite","DRI":"达登饭店",".SPX":"S&P 500 Index",".DJI":"道琼斯","FDX":"联邦快递","HEI":"海科航空","PHX":"潘汉德尔油气","RIVN":"Rivian Automotive, Inc.","JILL":"J.Jill Inc.","ADBE":"Adobe","CPB":"金宝汤"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171271872","content_text":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.\nThe Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.\nEarnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.\nEconomic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.\nOther data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.\nMonday 12/13\nJ.Jill and PHX Minerals host earnings conference calls.\nTuesday 12/14\nCampbell Soup, Barnes Group, and Avaya Holdings host investor days.\nThe Bureau of Labor Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.\nThe National Federation of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.\nWednesday 12/15\nThe Federal Open Market Committee concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.\nThe BLS reports export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.\nThe Census Bureau reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.\nThursday 12/16\nHeico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.\nThe Census Bureaureleases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.\nThe Bank of England announces its interest-rate decision and publishes the minutes of the meeting.\nThe Federal Reserve releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.\nFriday 12/17\nSteelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SCS":0.9,"ACN":0.9,"JILL":0.9,".DJI":0.9,".SPX":0.9,"AVYA":0.9,"ADBE":0.9,"FDX":0.9,"HEI":0.9,"LEN":0.9,"PHX":0.9,"RIVN":0.9,"CPB":0.9,"DRI":0.9}},"isVote":1,"tweetType":1,"viewCount":2685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608892605,"gmtCreate":1638675378817,"gmtModify":1638677992315,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Still waiting for crypto trade to be made availableon Tiger platform!","listText":"Still waiting for crypto trade to be made availableon Tiger platform!","text":"Still waiting for crypto trade to be made availableon Tiger platform!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/608892605","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145208564,"gmtCreate":1626223941458,"gmtModify":1633928911073,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Here fine, there fine, but company is always fine. Buy on dip!","listText":"Here fine, there fine, but company is always fine. Buy on dip!","text":"Here fine, there fine, but company is always fine. Buy on dip!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/145208564","repostId":"1180967610","repostType":4,"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608081119,"gmtCreate":1638581534082,"gmtModify":1638581534302,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Spreading faster than Delta but less deadly? So which is more serious? Hmmmm……","listText":"Spreading faster than Delta but less deadly? So which is more serious? Hmmmm……","text":"Spreading faster than Delta but less deadly? So which is more serious? Hmmmm……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/608081119","repostId":"2188853578","repostType":4,"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843804097,"gmtCreate":1635815818325,"gmtModify":1635815818487,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Up up and away. Who will be the last to get caught? Thread with caution. ","listText":"Up up and away. Who will be the last to get caught? Thread with caution. ","text":"Up up and away. Who will be the last to get caught? Thread with caution.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/843804097","repostId":"2180209403","repostType":4,"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827260130,"gmtCreate":1634479972127,"gmtModify":1634479972697,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Yes!","listText":"Yes!","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/827260130","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162441824,"gmtCreate":1624073035269,"gmtModify":1634011049900,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Yes, drop further, please!","listText":"Yes, drop further, please!","text":"Yes, drop further, please!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/162441824","repostId":"1156696708","repostType":4,"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101507773,"gmtCreate":1619920579292,"gmtModify":1634209127832,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"All these lawsuits are very common in US and it will not hurt the stock. Going to buy when it dips ","listText":"All these lawsuits are very common in US and it will not hurt the stock. Going to buy when it dips ","text":"All these lawsuits are very common in US and it will not hurt the stock. Going to buy when it dips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/101507773","repostId":"1142063705","repostType":4,"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350293311,"gmtCreate":1616207920233,"gmtModify":1634526726658,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Chinese stocks, need to be wary. ","listText":"Chinese stocks, need to be wary. ","text":"Chinese stocks, need to be wary.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/350293311","repostId":"1112503569","repostType":4,"repost":{"id":"1112503569","kind":"news","pubTimestamp":1616162938,"share":"https://www.laohu8.com/m/news/1112503569?lang=zh_CN&edition=full","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look<blockquote>中国的医疗保健公司是下一个大事件。投资者应该关注的地方</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p><p><blockquote>在过去一个月左右的时间里,中国互联网股票可能会显示出它们的年龄,因为投资者想知道阿里巴巴集团控股(股票代码:BABA)和腾讯控股(700.Hong Kong)等公司是否能够保持其狂热的增长速度。但一个新行业可能刚刚崭露头角:医疗保健。</blockquote></p><p> Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p><p><blockquote>药明生物(2269.Hong Kong)和平安医疗科技(1833.Hong Kong)等公司的市值仅占在线巨头的一小部分。各种因素的结合几乎保证了它们将会变得更大:人口老龄化、中国国家医疗系统的瓶颈、药物研究能力的飙升以及国家的支持。Matthews Asia新兴亚洲战略负责人Taizo Ishida表示:“中国医疗保健领域的机会完全优于电子商务领域。”“管道很坚固,而且股票在某种程度上仍然很便宜。”</blockquote></p><p> From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p><p><blockquote>从2009年左右的停滞开始,中国制药商已经在生物技术领域与西方竞争。咨询公司ChinaBio首席执行官格雷格·斯科特(Greg Scott)表示,去年有80家新上市公司和290亿美元的私募股权投资打破了所有投资记录。“我想说他们无法保持这样的速度,但我多年来一直这么说,”他打趣道。</blockquote></p><p> From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p><p><blockquote>从这场洪流中,一些拥有业绩记录和多元化收入来源的公司正在崛起,这些公司并不依赖于单一的重磅炸弹。药明生物是石田的心头好。它的主要业务是为其他制药强国进行测试和制造。这确保了稳定的收入,同时它也在试验自己的药物。“药明生物正在成为医疗领域的台积电,”石田说,他指的是全球微芯片生产的关键台积电(TSM)。</blockquote></p><p> Tom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p><p><blockquote>GW&K Investment Management新兴财富策略联席经理汤姆·马西(Tom Masi)偏爱江苏恒瑞医药(600276.China),这是一家已升级为生物技术的老牌仿制药制造商。它正在与Innovent(1801.Hong Kong)和百济神州(BGNE)争夺中国巨大肿瘤市场的霸主地位。</blockquote></p><p> Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p><p><blockquote>在中国,实验室之外的医疗保健创新同样充满活力,而且潜在利润丰厚。最近推出的Global X China Disruption交易所交易基金(KEJI)的分析师切尔西·罗德斯特罗姆(Chelsea Rodstrom)表示,昔日的共产主义规划者将所有医疗需求,从治疗挥之不去的感冒到脑部手术,都通过医院中心进行,在那里,饱受折磨的医生每天可能会接诊100名患者。</blockquote></p><p> This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p><p><blockquote>在新冠肺炎疫情期间,这种站不住脚的情况变得无法忍受。平安医疗是中国顶级保险公司的分拆公司,其好医生远程医疗服务实现了爆炸式增长,国家通过报销就诊费用来支持该服务。“医疗保健是中国所有创新主题的完美纽带,”罗德斯特罗姆说。“它正在利用技术和人工智能来应对人口趋势。”</blockquote></p><p> Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p><p><blockquote>另一个过时的遗产是医院对配药的垄断,让中国患者为了配药要等上几个小时。这个国家的科技强国正在对这个问题进行报复。阿里巴巴健康信息技术(241.Hong Kong)是这家电子商务巨头的姊妹公司,正专注于网上药店。紧随其后的是京东健康国际(6618.Hong Kong),该公司于去年底从竞争对手京东(JD)分拆出来。</blockquote></p><p> If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p><p><blockquote>如果中国医疗保健股票很便宜,那么根据其自身的历史,与互联网股票相比,它们仍然很贵。平安医疗过去一年上涨50%。药明生物翻了三倍。最近整个行业都在调整。</blockquote></p><p> When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.</p><p><blockquote>何时反弹是一个大问题。GW&K的Masi表示:“在接下来的三个月里,增加我们的头寸可能会变得有趣。”</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>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look<blockquote>中国的医疗保健公司是下一个大事件。投资者应该关注的地方</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look<blockquote>中国的医疗保健公司是下一个大事件。投资者应该关注的地方</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\">2021-03-19 22:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p><p><blockquote>在过去一个月左右的时间里,中国互联网股票可能会显示出它们的年龄,因为投资者想知道阿里巴巴集团控股(股票代码:BABA)和腾讯控股(700.Hong Kong)等公司是否能够保持其狂热的增长速度。但一个新行业可能刚刚崭露头角:医疗保健。</blockquote></p><p> Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p><p><blockquote>药明生物(2269.Hong Kong)和平安医疗科技(1833.Hong Kong)等公司的市值仅占在线巨头的一小部分。各种因素的结合几乎保证了它们将会变得更大:人口老龄化、中国国家医疗系统的瓶颈、药物研究能力的飙升以及国家的支持。Matthews Asia新兴亚洲战略负责人Taizo Ishida表示:“中国医疗保健领域的机会完全优于电子商务领域。”“管道很坚固,而且股票在某种程度上仍然很便宜。”</blockquote></p><p> From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p><p><blockquote>从2009年左右的停滞开始,中国制药商已经在生物技术领域与西方竞争。咨询公司ChinaBio首席执行官格雷格·斯科特(Greg Scott)表示,去年有80家新上市公司和290亿美元的私募股权投资打破了所有投资记录。“我想说他们无法保持这样的速度,但我多年来一直这么说,”他打趣道。</blockquote></p><p> From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p><p><blockquote>从这场洪流中,一些拥有业绩记录和多元化收入来源的公司正在崛起,这些公司并不依赖于单一的重磅炸弹。药明生物是石田的心头好。它的主要业务是为其他制药强国进行测试和制造。这确保了稳定的收入,同时它也在试验自己的药物。“药明生物正在成为医疗领域的台积电,”石田说,他指的是全球微芯片生产的关键台积电(TSM)。</blockquote></p><p> Tom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p><p><blockquote>GW&K Investment Management新兴财富策略联席经理汤姆·马西(Tom Masi)偏爱江苏恒瑞医药(600276.China),这是一家已升级为生物技术的老牌仿制药制造商。它正在与Innovent(1801.Hong Kong)和百济神州(BGNE)争夺中国巨大肿瘤市场的霸主地位。</blockquote></p><p> Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p><p><blockquote>在中国,实验室之外的医疗保健创新同样充满活力,而且潜在利润丰厚。最近推出的Global X China Disruption交易所交易基金(KEJI)的分析师切尔西·罗德斯特罗姆(Chelsea Rodstrom)表示,昔日的共产主义规划者将所有医疗需求,从治疗挥之不去的感冒到脑部手术,都通过医院中心进行,在那里,饱受折磨的医生每天可能会接诊100名患者。</blockquote></p><p> This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p><p><blockquote>在新冠肺炎疫情期间,这种站不住脚的情况变得无法忍受。平安医疗是中国顶级保险公司的分拆公司,其好医生远程医疗服务实现了爆炸式增长,国家通过报销就诊费用来支持该服务。“医疗保健是中国所有创新主题的完美纽带,”罗德斯特罗姆说。“它正在利用技术和人工智能来应对人口趋势。”</blockquote></p><p> Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p><p><blockquote>另一个过时的遗产是医院对配药的垄断,让中国患者为了配药要等上几个小时。这个国家的科技强国正在对这个问题进行报复。阿里巴巴健康信息技术(241.Hong Kong)是这家电子商务巨头的姊妹公司,正专注于网上药店。紧随其后的是京东健康国际(6618.Hong Kong),该公司于去年底从竞争对手京东(JD)分拆出来。</blockquote></p><p> If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p><p><blockquote>如果中国医疗保健股票很便宜,那么根据其自身的历史,与互联网股票相比,它们仍然很贵。平安医疗过去一年上涨50%。药明生物翻了三倍。最近整个行业都在调整。</blockquote></p><p> When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.</p><p><blockquote>何时反弹是一个大问题。GW&K的Masi表示:“在接下来的三个月里,增加我们的头寸可能会变得有趣。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">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":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604701511,"gmtCreate":1639443264636,"gmtModify":1639443265007,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Buy on dip!","listText":"Buy on dip!","text":"Buy on dip!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604701511","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":2782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877715919,"gmtCreate":1637982985200,"gmtModify":1637982985410,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Who knows it will shoot back up next week? Happen so often. ","listText":"Who knows it will shoot back up next week? Happen so often. ","text":"Who knows it will shoot back up next week? Happen so often.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877715919","repostId":"2186344334","repostType":4,"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875870663,"gmtCreate":1637636328300,"gmtModify":1637636328472,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"AlexWong","avatar":"https://static.tigerbbs.com/5355aad69cfd852f084e4c841a5fb0b0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"themes":[],"htmlText":"Market nervous? Must be joking. ","listText":"Market nervous? Must be joking. ","text":"Market nervous? Must be joking.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/875870663","repostId":"2185306806","repostType":4,"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}