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TMK1
2021-08-13
like pls
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TMK1
2021-08-03
Pls give likey [Smile]
NYC Orders Restaurants And Gyms To Demand Proof Of Vaccination From All Customers<blockquote>纽约市命令餐馆和健身房要求所有顾客提供疫苗接种证明</blockquote>
TMK1
2021-07-08
$Exela Technologies, Inc.(XELA)$
Flying
TMK1
2021-08-16
$Exela Technologies, Inc.(XELA)$
Pls climb
TMK1
2021-08-10
Please give a 👍🏻
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TMK1
2021-08-08
$Exela Technologies, Inc.(XELA)$
[Sad]
TMK1
2021-07-22
Pls likey thanks
Startup Claims Breakthrough in Long-Duration Batteries<blockquote>初创公司声称在长效电池方面取得突破</blockquote>
TMK1
2021-08-30
$Exela Technologies, Inc.(XELA)$
Pls go up
TMK1
2021-07-23
Pls like thanks
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TMK1
2021-07-20
Pls like thanks
Is Now The Time To Buy Into Nvidia, AMC, Or GameStop?<blockquote>现在是买入英伟达、AMC或游戏驿站的时候吗?</blockquote>
去老虎APP查看更多动态
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thanks ","text":"Like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835112141","repostId":"2161742695","repostType":4,"isVote":1,"tweetType":1,"viewCount":2946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832657598,"gmtCreate":1629626800714,"gmtModify":1631884196542,"author":{"id":"3562062601910364","authorId":"3562062601910364","name":"TMK1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062601910364","authorIdStr":"3562062601910364"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>[What] ","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>[What] ","text":"$Coinbase Global, Inc.(COIN)$[What]","images":[{"img":"https://static.tigerbbs.com/6ed43e847e9bbd7c6f035cd44a49ed9a","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832657598","isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":832087477,"gmtCreate":1629542598499,"gmtModify":1633684112976,"author":{"id":"3562062601910364","authorId":"3562062601910364","name":"TMK1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062601910364","authorIdStr":"3562062601910364"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832087477","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中,芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%,而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入?或者这个历史上周期性的行业是否会故技重施,进入持续下跌趋势,让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表,但如果您喜欢持有多年股票而不是租用几天,那么该集团是值得买入的。主要原因:“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然,这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化,现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险,那你就是个傻瓜。我去看看。但首先,以下是该组织现在“更安全”的三个主要原因,以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示:“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑,然后是服务器,然后是电话。”但他表示,现在整个经济对芯片的需求已经扩大,因此长期增长情况更容易预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”,从各个角度来看,终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出,在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示:“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测,到2030年,芯片行业的收入将从2020年的4650亿美元翻一番,达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”,他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点,<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下,从设计到各种类型的设备生产商再到制造,行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p><p><blockquote>在芯片设计软件中,有Cadence Design Systems和Synopsys。在生产设备方面,公司在极紫外光刻(EUV)领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示,整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为,加上成本削减,意味着现在的盈利能力远高于历史水平。“过去几年,芯片制造的经济性有了很大改善,”温伯恩说。现金流或EBITDA利润率现在通常超过30%,而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&Co.的投资组合经理Lamar Villere指出,尽管芯片股的交易价格约为市场倍数,但它们看起来很便宜,因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度(见下文),但他特别指出了两家公司,它们的业绩可能会因为在新管理层的领导下而得到提振:高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击,例如德克萨斯州的恶劣天气导致生产中断,但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia,该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计,当像高通和英伟达这样的公司想要设计芯片时,他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说,他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图,他挑出了这些名字。“他们不是世界上最快的种植者,但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上,台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上,这一过程被称为极紫外光刻。“没有人知道如何做到这一点,”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说,它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品,这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示,希望到2025年生产70%的芯片,高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是,有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买,导致未来的平静,这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来,像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计,这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出,使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流,但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数(PMI)在4月份达到顶峰,然后连续三个月减速。与此同时,芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出,通常情况下,两者遵循相同的趋势。他将这种差异归因于库存建设,而库存建设的可持续性不如真实的终端市场需求。因此,他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器(DRAM)芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情,”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺,而不是表明短缺并不真实(只是库存增加)。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示:“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如,福特刚刚宣布,由于芯片短缺,而不是潜在需求短缺,它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测,由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素,良好的经济增长是可持续的。如果他是对的,持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中,芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%,而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入?或者这个历史上周期性的行业是否会故技重施,进入持续下跌趋势,让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表,但如果您喜欢持有多年股票而不是租用几天,那么该集团是值得买入的。主要原因:“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然,这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化,现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险,那你就是个傻瓜。我去看看。但首先,以下是该组织现在“更安全”的三个主要原因,以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示:“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑,然后是服务器,然后是电话。”但他表示,现在整个经济对芯片的需求已经扩大,因此长期增长情况更容易预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”,从各个角度来看,终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出,在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示:“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测,到2030年,芯片行业的收入将从2020年的4650亿美元翻一番,达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”,他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点,<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下,从设计到各种类型的设备生产商再到制造,行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p><p><blockquote>在芯片设计软件中,有Cadence Design Systems和Synopsys。在生产设备方面,公司在极紫外光刻(EUV)领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示,整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为,加上成本削减,意味着现在的盈利能力远高于历史水平。“过去几年,芯片制造的经济性有了很大改善,”温伯恩说。现金流或EBITDA利润率现在通常超过30%,而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&Co.的投资组合经理Lamar Villere指出,尽管芯片股的交易价格约为市场倍数,但它们看起来很便宜,因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度(见下文),但他特别指出了两家公司,它们的业绩可能会因为在新管理层的领导下而得到提振:高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击,例如德克萨斯州的恶劣天气导致生产中断,但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia,该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计,当像高通和英伟达这样的公司想要设计芯片时,他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说,他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图,他挑出了这些名字。“他们不是世界上最快的种植者,但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上,台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上,这一过程被称为极紫外光刻。“没有人知道如何做到这一点,”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说,它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品,这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示,希望到2025年生产70%的芯片,高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是,有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买,导致未来的平静,这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来,像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计,这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出,使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流,但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数(PMI)在4月份达到顶峰,然后连续三个月减速。与此同时,芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出,通常情况下,两者遵循相同的趋势。他将这种差异归因于库存建设,而库存建设的可持续性不如真实的终端市场需求。因此,他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器(DRAM)芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情,”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺,而不是表明短缺并不真实(只是库存增加)。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示:“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如,福特刚刚宣布,由于芯片短缺,而不是潜在需求短缺,它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测,由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素,良好的经济增长是可持续的。如果他是对的,持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","QCOM":"高通","ASML":"阿斯麦","NVDA":"英伟达","SOXX":"iShares费城交易所半导体ETF","AMZN":"亚马逊","ON":"安森美半导体","SNPS":"新思科技","GOOGL":"谷歌A","SSNLF":"三星电子","CDNS":"铿腾电子","GOOG":"谷歌","TSM":"台积电"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"TSM":0.9,"AMZN":0.9,"ON":0.9,"QCOM":0.9,"SSNLF":0.9,"CDNS":0.9,"SNPS":0.9,"ASML":0.9,"AAPL":0.9,"GOOGL":0.9,"GOOG":0.9,"SOXX":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838117257,"gmtCreate":1629380755779,"gmtModify":1633685283722,"author":{"id":"3562062601910364","authorId":"3562062601910364","name":"TMK1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062601910364","authorIdStr":"3562062601910364"},"themes":[],"htmlText":"Pls like thanks","listText":"Pls like thanks","text":"Pls like 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[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807181618","repostId":"1140857457","repostType":4,"repost":{"id":"1140857457","kind":"news","pubTimestamp":1628004417,"share":"https://www.laohu8.com/m/news/1140857457?lang=zh_CN&edition=full","pubTime":"2021-08-03 23:26","market":"us","language":"en","title":"NYC Orders Restaurants And Gyms To Demand Proof Of Vaccination From All Customers<blockquote>纽约市命令餐馆和健身房要求所有顾客提供疫苗接种证明</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140857457","media":"zerohedge","summary":"Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the","content":"<p>Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the mayor to impose even more restrictive COVID measures, but after being criticized for his refusal to order mandatory masking in NYC, Mayor Bill de Blasio is reportedly planning new measures that double-down on his \"vaccine-focused\" approach to combating the delta variant.</p><p><blockquote>也许是彻底反白思豪的《纽约邮报》上罕见的赞扬性专栏激发了市长实施更具限制性的COVID措施,但在因拒绝在纽约市下令强制佩戴口罩而受到批评后,据报道,市长白思豪正在计划新措施,加倍强调他“以疫苗为中心”的方法来应对德尔塔变异毒株。</blockquote></p><p> Afterthe Bay Area and Louisianaeach adopted mandatory mask rules, it appears Mayor De Blasio is doubling-down on his vaccine-focused approach, ordering even more restrictive policies. According tothe NYT,the mayor plans to announced that NYC will require proof of vaccination for people participating in a range of indoor activities, from indoor dining to going to the gyms and performances on Broadway and elsewhere. The mayor's plan is \"his latest attempt to spur more vaccinations\", the NYT said, as the city's adult vaccination rate hovers at just 66%.</p><p><blockquote>在湾区和路易斯安那州都通过了强制性口罩规定后,市长白思豪似乎加倍了他以疫苗为重点的方法,下令采取更严格的政策。据NYT报道,市长计划宣布,纽约市将要求参加一系列室内活动的人提供疫苗接种证明,从室内用餐到去健身房以及在百老汇和其他地方的表演。NYT表示,市长的计划是“他刺激更多疫苗接种的最新尝试”,因为该市的成人疫苗接种率仅徘徊在66%。</blockquote></p><p> To facilitate this, NYC will be creating its own vaccine passport. Notably, the unvaccinated will still be allowed to dine outdoors.</p><p><blockquote>为了促进这一点,纽约市将创建自己的疫苗护照。值得注意的是,未接种疫苗的人仍将被允许在户外用餐。</blockquote></p><p> As part of the new program, New York City will create a health pass called the “Key to NYC Pass” to provide proof of vaccination required for workers and customers at indoor dining, gyms, entertainment and performances. This measure is similar to a policy imposed in France by President Emmanuel Macron his health advisors. The NYT said the policy allegedly inspired millions in France to book vaccination appointments.</p><p><blockquote>作为新计划的一部分,纽约市将创建一种名为“纽约市通行证之钥”的健康通行证,为室内餐厅、健身房、娱乐和表演场所的工作人员和顾客提供所需的疫苗接种证明。这项措施类似于法国总统埃马纽埃尔·马克龙及其健康顾问在法国实施的政策。NYT表示,这项政策据称激励了数百万法国人预约疫苗接种。</blockquote></p><p> In France, people will soon have to show a health pass — providing proof of vaccination or a recent negative test — to visit indoor bars, restaurants and gyms. It has already been implemented at amusement parks, theaters and venues hosting more than 50 people. In New York City, proof of vaccination will be required and there will be no testing option.The restrictions in France prompted millions of people to book vaccine appointments and also sparked a series of protests among people who said it infringed on their personal liberties. The program will start later this month after a transition period, will take full effect in mid-September when schools are expected to reopen and more workers could start returning to offices. So, anybody who wants to work out in NYC gyms will need to be vaccinated. Notably, Equinox and SoulCycle, two of the more popular upscale gym chains operating in the city, said earlier this week that they would require proof of vaccination.</p><p><blockquote>在法国,人们很快就必须出示健康通行证——提供疫苗接种证明或最近的阴性测试——才能去室内酒吧、餐馆和健身房。它已经在游乐园、剧院和容纳50人以上的场所实施。在纽约市,将需要疫苗接种证明,并且没有测试选项。法国的限制促使数百万人预约疫苗接种,也引发了人们的一系列抗议活动,他们表示这侵犯了他们的个人自由。该计划将在过渡期后于本月晚些时候启动,并将于9月中旬全面生效,届时学校预计将重新开放,更多员工可能开始返回办公室。因此,任何想在纽约健身房锻炼的人都需要接种疫苗。值得注意的是,在该市运营的两家更受欢迎的高档健身房连锁店Equinox和SoulCycle本周早些时候表示,他们将要求提供疫苗接种证明。</blockquote></p><p> Per the NYT, \"the policy is similar to mandates issued in France and Italy last month and is believed to be the first of its kind in the United States.\"</p><p><blockquote>据《纽约时报》报道,“该政策与法国和意大利上个月发布的命令类似,据信是美国首个此类政策。”</blockquote></p><p> Some critics, including Donald Trump Jr., slammed the policy as creating a two-tiered society.</p><p><blockquote>包括小唐纳德·特朗普(Donald Trump Jr.)在内的一些批评者抨击该政策创造了一个双层社会。</blockquote></p><p> Democrats and the media want a two-tiered society where millions of law-abiding Americans are segregated and discriminated against. This is what actual fascism looks like!!!https://t.co/lhAst4sGtW— Donald Trump Jr. (@DonaldJTrumpJr)August 3, 2021 We wonder how differently this effort would be perceived if the headline was<i><b>\"De Blasio Orders Restaurants to Deny Access To 1 In 7 Black New Yorkers\"</b></i></p><p><blockquote>民主党人和媒体想要一个双层社会,在这个社会中,数百万守法的美国人被隔离和歧视。这就是真正的法西斯主义的样子!!!https://t.co/lhAst4sGtW-小唐纳德·特朗普(@DonaldJTrumpJr)2021年8月3日我们想知道,如果标题是,人们对这一努力的看法会有多么不同<i><b>“白思豪命令餐馆拒绝七分之一的纽约黑人进入”</b></i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/cfeebc676150e2a825314b7b11287fdf\" tg-width=\"1009\" tg-height=\"754\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Mayor de Blasio has been reluctant to reinstate mandatory masking despite the criticism, though he did \"encourage\" New Yorkers to wear masks. It looks like this decision to \"double down\" on the vaccine first approach is an attempt to one-up the mayor's critics. And as the NY Post points out, the mayor might be on to something: As the NYP explains, \"requiring even the vaxxed to mask up eliminates a major incentive to get jabbed in the first place, and increasing vax rates is the best way to keep COVID from doing deeper damage.\"</p><p><blockquote>尽管受到批评,市长白思豪一直不愿意恢复强制戴口罩,尽管他确实“鼓励”纽约人戴口罩。看起来这个在疫苗优先的方法上“加倍努力”的决定是为了胜过市长的批评者。正如《纽约邮报》指出的那样,市长可能是对的:正如《纽约时报》解释的那样,“要求即使是vaxxed也要戴口罩,首先消除了被戳的主要动机,而提高vax率是最好的方法防止新冠病毒造成更深的损害。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NYC Orders Restaurants And Gyms To Demand Proof Of Vaccination From All Customers<blockquote>纽约市命令餐馆和健身房要求所有顾客提供疫苗接种证明</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\">\nNYC Orders Restaurants And Gyms To Demand Proof Of Vaccination From All Customers<blockquote>纽约市命令餐馆和健身房要求所有顾客提供疫苗接种证明</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-08-03 23:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the mayor to impose even more restrictive COVID measures, but after being criticized for his refusal to order mandatory masking in NYC, Mayor Bill de Blasio is reportedly planning new measures that double-down on his \"vaccine-focused\" approach to combating the delta variant.</p><p><blockquote>也许是彻底反白思豪的《纽约邮报》上罕见的赞扬性专栏激发了市长实施更具限制性的COVID措施,但在因拒绝在纽约市下令强制佩戴口罩而受到批评后,据报道,市长白思豪正在计划新措施,加倍强调他“以疫苗为中心”的方法来应对德尔塔变异毒株。</blockquote></p><p> Afterthe Bay Area and Louisianaeach adopted mandatory mask rules, it appears Mayor De Blasio is doubling-down on his vaccine-focused approach, ordering even more restrictive policies. According tothe NYT,the mayor plans to announced that NYC will require proof of vaccination for people participating in a range of indoor activities, from indoor dining to going to the gyms and performances on Broadway and elsewhere. The mayor's plan is \"his latest attempt to spur more vaccinations\", the NYT said, as the city's adult vaccination rate hovers at just 66%.</p><p><blockquote>在湾区和路易斯安那州都通过了强制性口罩规定后,市长白思豪似乎加倍了他以疫苗为重点的方法,下令采取更严格的政策。据NYT报道,市长计划宣布,纽约市将要求参加一系列室内活动的人提供疫苗接种证明,从室内用餐到去健身房以及在百老汇和其他地方的表演。NYT表示,市长的计划是“他刺激更多疫苗接种的最新尝试”,因为该市的成人疫苗接种率仅徘徊在66%。</blockquote></p><p> To facilitate this, NYC will be creating its own vaccine passport. Notably, the unvaccinated will still be allowed to dine outdoors.</p><p><blockquote>为了促进这一点,纽约市将创建自己的疫苗护照。值得注意的是,未接种疫苗的人仍将被允许在户外用餐。</blockquote></p><p> As part of the new program, New York City will create a health pass called the “Key to NYC Pass” to provide proof of vaccination required for workers and customers at indoor dining, gyms, entertainment and performances. This measure is similar to a policy imposed in France by President Emmanuel Macron his health advisors. The NYT said the policy allegedly inspired millions in France to book vaccination appointments.</p><p><blockquote>作为新计划的一部分,纽约市将创建一种名为“纽约市通行证之钥”的健康通行证,为室内餐厅、健身房、娱乐和表演场所的工作人员和顾客提供所需的疫苗接种证明。这项措施类似于法国总统埃马纽埃尔·马克龙及其健康顾问在法国实施的政策。NYT表示,这项政策据称激励了数百万法国人预约疫苗接种。</blockquote></p><p> In France, people will soon have to show a health pass — providing proof of vaccination or a recent negative test — to visit indoor bars, restaurants and gyms. It has already been implemented at amusement parks, theaters and venues hosting more than 50 people. In New York City, proof of vaccination will be required and there will be no testing option.The restrictions in France prompted millions of people to book vaccine appointments and also sparked a series of protests among people who said it infringed on their personal liberties. The program will start later this month after a transition period, will take full effect in mid-September when schools are expected to reopen and more workers could start returning to offices. So, anybody who wants to work out in NYC gyms will need to be vaccinated. Notably, Equinox and SoulCycle, two of the more popular upscale gym chains operating in the city, said earlier this week that they would require proof of vaccination.</p><p><blockquote>在法国,人们很快就必须出示健康通行证——提供疫苗接种证明或最近的阴性测试——才能去室内酒吧、餐馆和健身房。它已经在游乐园、剧院和容纳50人以上的场所实施。在纽约市,将需要疫苗接种证明,并且没有测试选项。法国的限制促使数百万人预约疫苗接种,也引发了人们的一系列抗议活动,他们表示这侵犯了他们的个人自由。该计划将在过渡期后于本月晚些时候启动,并将于9月中旬全面生效,届时学校预计将重新开放,更多员工可能开始返回办公室。因此,任何想在纽约健身房锻炼的人都需要接种疫苗。值得注意的是,在该市运营的两家更受欢迎的高档健身房连锁店Equinox和SoulCycle本周早些时候表示,他们将要求提供疫苗接种证明。</blockquote></p><p> Per the NYT, \"the policy is similar to mandates issued in France and Italy last month and is believed to be the first of its kind in the United States.\"</p><p><blockquote>据《纽约时报》报道,“该政策与法国和意大利上个月发布的命令类似,据信是美国首个此类政策。”</blockquote></p><p> Some critics, including Donald Trump Jr., slammed the policy as creating a two-tiered society.</p><p><blockquote>包括小唐纳德·特朗普(Donald Trump Jr.)在内的一些批评者抨击该政策创造了一个双层社会。</blockquote></p><p> Democrats and the media want a two-tiered society where millions of law-abiding Americans are segregated and discriminated against. This is what actual fascism looks like!!!https://t.co/lhAst4sGtW— Donald Trump Jr. (@DonaldJTrumpJr)August 3, 2021 We wonder how differently this effort would be perceived if the headline was<i><b>\"De Blasio Orders Restaurants to Deny Access To 1 In 7 Black New Yorkers\"</b></i></p><p><blockquote>民主党人和媒体想要一个双层社会,在这个社会中,数百万守法的美国人被隔离和歧视。这就是真正的法西斯主义的样子!!!https://t.co/lhAst4sGtW-小唐纳德·特朗普(@DonaldJTrumpJr)2021年8月3日我们想知道,如果标题是,人们对这一努力的看法会有多么不同<i><b>“白思豪命令餐馆拒绝七分之一的纽约黑人进入”</b></i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/cfeebc676150e2a825314b7b11287fdf\" tg-width=\"1009\" tg-height=\"754\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Mayor de Blasio has been reluctant to reinstate mandatory masking despite the criticism, though he did \"encourage\" New Yorkers to wear masks. It looks like this decision to \"double down\" on the vaccine first approach is an attempt to one-up the mayor's critics. And as the NY Post points out, the mayor might be on to something: As the NYP explains, \"requiring even the vaxxed to mask up eliminates a major incentive to get jabbed in the first place, and increasing vax rates is the best way to keep COVID from doing deeper damage.\"</p><p><blockquote>尽管受到批评,市长白思豪一直不愿意恢复强制戴口罩,尽管他确实“鼓励”纽约人戴口罩。看起来这个在疫苗优先的方法上“加倍努力”的决定是为了胜过市长的批评者。正如《纽约邮报》指出的那样,市长可能是对的:正如《纽约时报》解释的那样,“要求即使是vaxxed也要戴口罩,首先消除了被戳的主要动机,而提高vax率是最好的方法防止新冠病毒造成更深的损害。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/covid-19/nyc-orders-restaurants-and-gyms-demand-proof-vaccination-all-customers?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/covid-19/nyc-orders-restaurants-and-gyms-demand-proof-vaccination-all-customers?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140857457","content_text":"Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the mayor to impose even more restrictive COVID measures, but after being criticized for his refusal to order mandatory masking in NYC, Mayor Bill de Blasio is reportedly planning new measures that double-down on his \"vaccine-focused\" approach to combating the delta variant.\nAfterthe Bay Area and Louisianaeach adopted mandatory mask rules, it appears Mayor De Blasio is doubling-down on his vaccine-focused approach, ordering even more restrictive policies. According tothe NYT,the mayor plans to announced that NYC will require proof of vaccination for people participating in a range of indoor activities, from indoor dining to going to the gyms and performances on Broadway and elsewhere. The mayor's plan is \"his latest attempt to spur more vaccinations\", the NYT said, as the city's adult vaccination rate hovers at just 66%.\nTo facilitate this, NYC will be creating its own vaccine passport. Notably, the unvaccinated will still be allowed to dine outdoors.\n\n As part of the new program, New York City will create a health pass called the “Key to NYC Pass” to provide proof of vaccination required for workers and customers at indoor dining, gyms, entertainment and performances.\n\nThis measure is similar to a policy imposed in France by President Emmanuel Macron his health advisors. The NYT said the policy allegedly inspired millions in France to book vaccination appointments.\n\n In France, people will soon have to show a health pass — providing proof of vaccination or a recent negative test — to visit indoor bars, restaurants and gyms. It has already been implemented at amusement parks, theaters and venues hosting more than 50 people. In New York City, proof of vaccination will be required and there will be no testing option.The restrictions in France prompted millions of people to book vaccine appointments and also sparked a series of protests among people who said it infringed on their personal liberties.\n\nThe program will start later this month after a transition period, will take full effect in mid-September when schools are expected to reopen and more workers could start returning to offices. So, anybody who wants to work out in NYC gyms will need to be vaccinated. Notably, Equinox and SoulCycle, two of the more popular upscale gym chains operating in the city, said earlier this week that they would require proof of vaccination.\nPer the NYT, \"the policy is similar to mandates issued in France and Italy last month and is believed to be the first of its kind in the United States.\"\nSome critics, including Donald Trump Jr., slammed the policy as creating a two-tiered society.\n\n Democrats and the media want a two-tiered society where millions of law-abiding Americans are segregated and discriminated against.\n\n\n This is what actual fascism looks like!!!https://t.co/lhAst4sGtW— Donald Trump Jr. (@DonaldJTrumpJr)August 3, 2021\n\nWe wonder how differently this effort would be perceived if the headline was\"De Blasio Orders Restaurants to Deny Access To 1 In 7 Black New Yorkers\"\n\nMayor de Blasio has been reluctant to reinstate mandatory masking despite the criticism, though he did \"encourage\" New Yorkers to wear masks. It looks like this decision to \"double down\" on the vaccine first approach is an attempt to one-up the mayor's critics. And as the NY Post points out, the mayor might be on to something: As the NYP explains, \"requiring even the vaxxed to mask up eliminates a major incentive to get jabbed in the first place, and increasing vax rates is the best way to keep COVID from doing deeper damage.\"","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140726980,"gmtCreate":1625675031640,"gmtModify":1633938441577,"author":{"id":"3562062601910364","authorId":"3562062601910364","name":"TMK1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062601910364","authorIdStr":"3562062601910364"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Flying ","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Flying ","text":"$Exela Technologies, Inc.(XELA)$Flying","images":[{"img":"https://static.tigerbbs.com/428cdd7f9335136af1f41b884815e4b4","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/140726980","isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":839312985,"gmtCreate":1629122123047,"gmtModify":1631883841279,"author":{"id":"3562062601910364","authorId":"3562062601910364","name":"TMK1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062601910364","authorIdStr":"3562062601910364"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Pls climb ","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Pls climb ","text":"$Exela Technologies, Inc.(XELA)$Pls climb","images":[{"img":"https://static.tigerbbs.com/22818ce63b37329a6745ee83d12d4279","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839312985","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":896458420,"gmtCreate":1628602815360,"gmtModify":1633745823062,"author":{"id":"3562062601910364","authorId":"3562062601910364","name":"TMK1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062601910364","authorIdStr":"3562062601910364"},"themes":[],"htmlText":"Please give a 👍🏻","listText":"Please give a 👍🏻","text":"Please give a 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896458420","repostId":"1139214891","repostType":4,"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891717742,"gmtCreate":1628428904986,"gmtModify":1631883841614,"author":{"id":"3562062601910364","authorId":"3562062601910364","name":"TMK1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062601910364","authorIdStr":"3562062601910364"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>[Sad] ","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>[Sad] ","text":"$Exela Technologies, Inc.(XELA)$[Sad]","images":[{"img":"https://static.tigerbbs.com/8b012c0cee7bbd41c6d8045e5f7eb0dc","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891717742","isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":172270811,"gmtCreate":1626964158833,"gmtModify":1633769305685,"author":{"id":"3562062601910364","authorId":"3562062601910364","name":"TMK1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062601910364","authorIdStr":"3562062601910364"},"themes":[],"htmlText":"Pls likey thanks ","listText":"Pls likey thanks ","text":"Pls likey thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/172270811","repostId":"1110204064","repostType":4,"repost":{"id":"1110204064","kind":"news","pubTimestamp":1626960065,"share":"https://www.laohu8.com/m/news/1110204064?lang=zh_CN&edition=full","pubTime":"2021-07-22 21:21","market":"us","language":"en","title":"Startup Claims Breakthrough in Long-Duration Batteries<blockquote>初创公司声称在长效电池方面取得突破</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110204064","media":"The Wall Street Journal","summary":"Form Energy’s iron-air batteries could have big ramifications for storing electricity on the power g","content":"<p> <b>Form Energy’s iron-air batteries could have big ramifications for storing electricity on the power grid.</b> A four-year-old startup says it has built an inexpensive battery that can discharge power for days using one of the most common elements on Earth: iron.</p><p><blockquote><b>Form Energy的铁空气电池可能会对电网储存电力产生重大影响。</b>一家成立四年的初创公司表示,它已经制造出一种廉价电池,可以使用地球上最常见的元素之一:铁来放电数天。</blockquote></p><p> Form Energy Inc.’s batteries are far too heavy for electric cars. But it says they will be capable of solving one of the most elusive problems facing renewable energy: cheaply storing large amounts of electricity to power grids when the sun isn’t shining and wind isn’t blowing.</p><p><blockquote>Form Energy Inc.的电池对于电动汽车来说太重了。但它表示,他们将能够解决可再生能源面临的最难以捉摸的问题之一:在没有阳光和风的情况下,廉价地将大量电力储存到电网。</blockquote></p><p> The work of the Somerville, Mass., company has long been shrouded in secrecy and nondisclosure agreements. It recently shared its progress with The Wall Street Journal, saying it wants to make regulators and utilities aware that if all continues to go according to plan, its iron-air batteries will be capable of affordable, long-duration power storage by 2025.</p><p><blockquote>马萨诸塞州萨默维尔的工作。该公司长期以来一直笼罩在保密和保密协议中。该公司最近与《华尔街日报》分享了其进展,称希望让监管机构和公用事业公司意识到,如果一切继续按计划进行,到2025年,其铁空气电池将能够实现负担得起的长期电力存储。</blockquote></p><p> Its backers include Breakthrough Energy Ventures, a climate investment fund whose investors include Microsoft Corp. co-founder Bill Gates and Amazon.com Inc. founderJeff Bezos. Form recently initiated a $200 million funding round, led by a strategic investment from steelmaking giantArcelorMittalSA,MT4.27%one of the world’s leading iron-ore producers.</p><p><blockquote>其支持者包括气候投资基金Breakthrough Energy Ventures,其投资者包括微软公司联合创始人比尔·盖茨和亚马逊公司创始人杰夫·贝索斯。Form最近发起了一轮2亿美元的融资,由全球领先的铁矿石生产商之一炼钢巨头安塔洛米塔尔SA(MT4.27%)的战略投资领投。</blockquote></p><p> Form is preparing to soon be in production of the “kind of battery you need to fully retire thermal assets like coal andnatural gas” power plants, said the company’s chief executive, Mateo Jaramillo, who developed Tesla Inc.’s Powerwall battery and worked on some of its earliest automotive powertrains.</p><p><blockquote>Form首席执行官Mateo Jaramillo表示,Form正准备很快生产“完全淘汰煤炭和天然气等热资产所需的电池”发电厂。Mateo Jaramillo开发了特斯拉公司的Powerwall电池,并致力于开发一些最早的汽车动力系统。</blockquote></p><p> On a recent tour of Form’s windowless laboratory, Mr. Jaramillo gestured to barrels filled with low-cost iron pellets as its key advantage in therapidly evolving battery space. Its prototype battery, nicknamed Big Jim, is filled with 18,000 pebble-size gray pieces of iron, an abundant, nontoxic and nonflammable mineral.</p><p><blockquote>在最近参观Form的无窗实验室时,Jaramillo先生指着装满低成本铁颗粒的桶,认为这是其在治疗性进化电池领域的关键优势。它的原型电池绰号“大吉姆”,充满了18,000块鹅卵石大小的灰色铁,这是一种丰富、无毒且不易燃的矿物质。</blockquote></p><p> For alithium-ion battery cell, the workhorse of electric vehicles and today’s grid-scale batteries, the nickel, cobalt, lithium and manganese minerals used currently cost between $50 and $80 per kilowatt-hour of storage, according to analysts.</p><p><blockquote>分析师表示,对于电动汽车和当今电网规模电池的主力锂离子电池来说,目前使用的镍、钴、锂和锰矿物的存储成本在每千瓦时50至80美元之间。</blockquote></p><p> Using iron, Form believes it will spend less than $6 per kilowatt-hour of storage on materials for each cell. Packaging the cells together into a full battery system will raise the price to less than $20 per kilowatt-hour, a level at which academics have said renewables plus storage could fully replace traditional fossil-fuel-burning power plants.</p><p><blockquote>Form认为,使用铁,每千瓦时存储每个电池的材料成本将不到6美元。将这些电池组装成一个完整的电池系统将使价格提高到每千瓦时20美元以下,学者们表示,可再生能源加存储可以完全取代传统的化石燃料燃烧发电厂。</blockquote></p><p> A battery capable of cheaply discharging power for days has been a holy grail in the energy industry, due to the problem that it solves and the potential market it creates.</p><p><blockquote>由于它解决的问题和创造的潜在市场,能够连续几天廉价放电的电池一直是能源行业的圣杯。</blockquote></p><p> Regulators and power companies are under growing pressure to deliver affordable, reliable and carbon-free electricity, as countries world-wide seek to reduce the greenhouse-gas emissions linked to climate change. Most electricity generation delivers two out of three. A long-duration battery could enable renewable energy—wind and solar—to deliver all three.</p><p><blockquote>随着世界各国寻求减少与气候变化相关的温室气体排放,监管机构和电力公司面临着越来越大的压力,要求他们提供负担得起、可靠和无碳的电力。大多数发电量提供三分之二。长效电池可以使可再生能源——风能和太阳能——能够提供这三种能源。</blockquote></p><p> The Biden administration is pushing for a carbon-free power grid in the U.S. by 2035, and several states and electric utilities have similar pledges. There is widespread agreement that a combination of wind, solar, geothermal and nuclear power mixed with short-duration lithium-ion batteries can generate 80% of electricity. The final 20% will require some type of multiday storage.</p><p><blockquote>拜登政府正在推动到2035年在美国实现无碳电网,几个州和电力公司也做出了类似的承诺。人们普遍认为,风能、太阳能、地热能和核能的组合与短期锂离子电池混合可以产生80%的电力。最后的20%将需要某种类型的多日存储。</blockquote></p><p> “That first 80% we know the technology pathway, and it is already cost competitive,” said Jeremiah Baumann, deputy chief of staff at the Energy Department. “We have a good sense of the technology for the final piece. The real question is which technology is going to get its cost down and get into the marketplace.”</p><p><blockquote>能源部副参谋长杰里迈亚·鲍曼(Jeremiah Baumann)表示:“我们了解前80%的技术途径,而且它已经具有成本竞争力。”“我们对最终产品的技术有很好的了解。真正的问题是哪种技术将降低成本并进入市场。”</blockquote></p><p> Form’s battery will compete with numerous other approaches in what is becoming a crowded space, as an array of startups race to develop more advanced, cost-effective energy-storage techniques.</p><p><blockquote>随着一系列初创公司竞相开发更先进、更具成本效益的储能技术,Form的电池将在日益拥挤的空间中与众多其他方法竞争。</blockquote></p><p> Several companies are heading to market with different battery configurations, such as solid-state designs. Some think pumped water storage or compressed air can be used more widely to bank energy. The European Union is pushing the use of hydrogen to store and generate power.</p><p><blockquote>几家公司正在向市场推出不同的电池配置,例如固态设计。一些人认为抽水蓄能或压缩空气可以更广泛地用于储存能源。欧盟正在推动使用氢气来储存和发电。</blockquote></p><p> Others, meanwhile, are focusing on carbon-capture technology to make gas- and coal-fired power plants emission-free, which would reduce the need for storing energy.</p><p><blockquote>与此同时,其他人则专注于碳捕获技术,以使燃气和燃煤发电厂实现零排放,这将减少储存能源的需求。</blockquote></p><p> Form Energy’s iron-air battery breathes in oxygen and converts iron to rust, then turns the rust back into iron and breathes out oxygen, discharging and charging the battery in the process.</p><p><blockquote>Form Energy的铁空气电池吸入氧气,将铁转化为铁锈,然后将铁锈变回铁并呼出氧气,在此过程中对电池进行放电和充电。</blockquote></p><p> “There is a Cambrian explosion of new storage technologies and in a Darwinian sense, they are not all going to survive. But the prize is huge both for investors and for society,” says Ramez Naam, a clean-energy investor who isn’t involved with Form Energy.</p><p><blockquote>“新存储技术在寒武纪出现了爆炸式增长,从达尔文的意义上来说,它们并不都能生存下来。但对投资者和社会来说,回报都是巨大的,”清洁能源投资者拉梅兹·纳姆(Ramez Naam)表示,他不参与Form Energy。</blockquote></p><p></p><p> Previous high-profile effortsto develop better batterieshave arced from hope and hype to bankruptcy. But since Form was created in 2017, it has attracted speculation and intrigue within the industry due to the track records of its founders. They include Mr. Jaramillo and Yet-Ming Chiang, a professor at the Massachusetts Institute of Technology who co-founded A123 Systems Inc., a lithium-battery pioneer.</p><p><blockquote>之前开发更好电池的高调努力已经从希望和炒作走向破产。但自2017年Form创建以来,由于其创始人的业绩记录,它吸引了业内的猜测和阴谋。其中包括Jaramillo先生和麻省理工学院教授Yet-Ming Chiang,后者共同创立了锂电池先驱A123 Systems Inc.。</blockquote></p><p> Mr. Jaramillo earned degrees in economics and a master’s degree from the Yale Divinity School before switching to a career developing new batteries. After more than seven years at Tesla, he left in 2016 to pursue what he called “The Next Thing” on his LinkedIn page. He didn’t provide any details, but he wanted to build an inexpensive battery for the grid. He was close to signing a funding sheet for a new company when Mr. Chiang called him.</p><p><blockquote>Jaramillo先生在转向开发新型电池之前,获得了耶鲁神学院的经济学学位和硕士学位。在特斯拉工作了七年多后,他于2016年离开,去追求他在LinkedIn页面上所谓的“下一件事”。他没有提供任何细节,但他想为电网制造一种廉价的电池。当蒋先生打电话给他时,他正要签署一家新公司的融资单。</blockquote></p><p> Mr. Chiang arrived at MIT as an undergraduate and joined the faculty less than a decade later. He started working on a long-duration battery in 2012 as part of a Energy Department collaboration. In 2017, he was also working on long-duration batteries and he and Mr. Jaramillo decided to together create Form Energy.</p><p><blockquote>蒋先生作为本科生来到麻省理工学院,不到十年后就加入了学院。作为能源部合作的一部分,他于2012年开始研究长效电池。2017年,他还在研究长效电池,他和Jaramillo先生决定共同创造Form Energy。</blockquote></p><p> They recruited other battery-industry veterans. “The founding team has 100 years of battery experience,” says Mr. Chiang. “We’re the alumni of a generation of failed battery companies who all came back for more.”</p><p><blockquote>他们招募了其他电池行业的资深人士。“创始团队拥有100年的电池经验,”蒋先生说。“我们是一代失败电池公司的校友,他们都回来寻求更多。”</blockquote></p><p> In early 2018, they began small-scale tests, the Ph.D. material scientist’s version of a middle-school science fair’s potato battery, using small pieces of metal wrapped in hardware-store hose clamps at the bottom of translucent measuring cups. Form tested different configurations: sulfur-iron, sulfur-air, sulfur-manganese and iron-air. By the end of the year, iron-air looked the most promising.</p><p><blockquote>2018年初,他们开始小规模测试,博士。材料科学家版本的中学科学展的土豆电池,使用包裹在半透明量杯底部五金店软管夹中的小金属片。形式测试了不同的配置:硫-铁、硫-空气、硫-锰和铁-空气。到年底,铁空气看起来最有前途。</blockquote></p><p> In 2020, as work was moving quickly, Form caught a break. It needed a critical battery component called a cathode that was impermeable to water but breathed oxygen, like a Gore-Tex jacket. An Arizona battery company, NantEnergy Inc., had spent a decade building such a membrane for a zinc-air battery. Owner Patrick Soon-Shiong, a billionaire biotechnology entrepreneur who owns the Los Angeles Times, wound down operations last year to focus on other investments.</p><p><blockquote>2020年,随着工作进展迅速,Form得到了休息。它需要一种关键的电池组件,称为阴极,它不透水,但可以呼吸氧气,就像Gore-Tex夹克一样。亚利桑那州的一家电池公司NantEnergy Inc.花了十年时间为锌空气电池制造了这样一种薄膜。老板帕特里克·顺雄(Patrick Soon-Shiong)是一位亿万富翁生物技术企业家,拥有《洛杉矶时报》,他去年关闭了业务,专注于其他投资。</blockquote></p><p> Form bought its patents as well as its inventory of thousands of cathodes, which sit in cardboard boxes in a corner of the company’s building. “Having this piece nailed down allowed us to hit the accelerator,” said Mr. Jaramillo.</p><p><blockquote>Form购买了其专利以及数千个阴极的库存,这些阴极存放在公司大楼一角的纸箱中。哈拉米略先生说:“把这块钉牢后,我们就可以加速了。”</blockquote></p><p> Late last summer, Form built a one-meter-tall (roughly 3.3-foot-tall) battery it called Slim Jim because it had the dimensions of a trash can of the same name. Earlier this year, it built Big Jim, a full-scale one-meter-by-one-meter battery cell. If it works as expected, 20 of these cells will be grouped in a battery. Thousands of these batteries will be strung together, filling entire warehouses and storing weeks’ worth of electricity. It could take days to fully charge these battery systems, but the batteries can discharge electricity for 150 hours at a stretch.</p><p><blockquote>去年夏末,Form制造了一个一米高(约3.3英尺高)的电池,并将其命名为Slim Jim,因为它的尺寸相当于同名垃圾桶。今年早些时候,它制造了Big Jim,这是一个一米乘一米的全尺寸电池。如果它按预期工作,20个这样的电池将被组合成一个电池。数千个这样的电池将串在一起,填满整个仓库并储存数周的电力。这些电池系统充满电可能需要几天时间,但电池可以连续放电150小时。</blockquote></p><p> In 2023, Form plans to deploy a one-megawatt battery capable of discharging continuously for more than six days and says it is in talks with several utilities about battery deployments.</p><p><blockquote>2023年,Form计划部署一种能够连续放电六天以上的一兆瓦电池,并表示正在与几家公用事业公司就电池部署进行谈判。</blockquote></p><p> Mr. Chiang, who is the company’s chief science officer, said the challenge was to figure out how to make a battery using iron, air and a water-based electrolyte.</p><p><blockquote>该公司首席科学官蒋先生表示,面临的挑战是找出如何使用铁、空气和水基电解质制造电池。</blockquote></p><p> “Chefs will tell you it is harder to make an excellent dish with common ingredients,” he said.</p><p><blockquote>“厨师会告诉你,用普通食材做出一道美味的菜肴更加困难,”他说。</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>Startup Claims Breakthrough in Long-Duration Batteries<blockquote>初创公司声称在长效电池方面取得突破</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\">\nStartup Claims Breakthrough in Long-Duration Batteries<blockquote>初创公司声称在长效电池方面取得突破</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-07-22 21:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Form Energy’s iron-air batteries could have big ramifications for storing electricity on the power grid.</b> A four-year-old startup says it has built an inexpensive battery that can discharge power for days using one of the most common elements on Earth: iron.</p><p><blockquote><b>Form Energy的铁空气电池可能会对电网储存电力产生重大影响。</b>一家成立四年的初创公司表示,它已经制造出一种廉价电池,可以使用地球上最常见的元素之一:铁来放电数天。</blockquote></p><p> Form Energy Inc.’s batteries are far too heavy for electric cars. But it says they will be capable of solving one of the most elusive problems facing renewable energy: cheaply storing large amounts of electricity to power grids when the sun isn’t shining and wind isn’t blowing.</p><p><blockquote>Form Energy Inc.的电池对于电动汽车来说太重了。但它表示,他们将能够解决可再生能源面临的最难以捉摸的问题之一:在没有阳光和风的情况下,廉价地将大量电力储存到电网。</blockquote></p><p> The work of the Somerville, Mass., company has long been shrouded in secrecy and nondisclosure agreements. It recently shared its progress with The Wall Street Journal, saying it wants to make regulators and utilities aware that if all continues to go according to plan, its iron-air batteries will be capable of affordable, long-duration power storage by 2025.</p><p><blockquote>马萨诸塞州萨默维尔的工作。该公司长期以来一直笼罩在保密和保密协议中。该公司最近与《华尔街日报》分享了其进展,称希望让监管机构和公用事业公司意识到,如果一切继续按计划进行,到2025年,其铁空气电池将能够实现负担得起的长期电力存储。</blockquote></p><p> Its backers include Breakthrough Energy Ventures, a climate investment fund whose investors include Microsoft Corp. co-founder Bill Gates and Amazon.com Inc. founderJeff Bezos. Form recently initiated a $200 million funding round, led by a strategic investment from steelmaking giantArcelorMittalSA,MT4.27%one of the world’s leading iron-ore producers.</p><p><blockquote>其支持者包括气候投资基金Breakthrough Energy Ventures,其投资者包括微软公司联合创始人比尔·盖茨和亚马逊公司创始人杰夫·贝索斯。Form最近发起了一轮2亿美元的融资,由全球领先的铁矿石生产商之一炼钢巨头安塔洛米塔尔SA(MT4.27%)的战略投资领投。</blockquote></p><p> Form is preparing to soon be in production of the “kind of battery you need to fully retire thermal assets like coal andnatural gas” power plants, said the company’s chief executive, Mateo Jaramillo, who developed Tesla Inc.’s Powerwall battery and worked on some of its earliest automotive powertrains.</p><p><blockquote>Form首席执行官Mateo Jaramillo表示,Form正准备很快生产“完全淘汰煤炭和天然气等热资产所需的电池”发电厂。Mateo Jaramillo开发了特斯拉公司的Powerwall电池,并致力于开发一些最早的汽车动力系统。</blockquote></p><p> On a recent tour of Form’s windowless laboratory, Mr. Jaramillo gestured to barrels filled with low-cost iron pellets as its key advantage in therapidly evolving battery space. Its prototype battery, nicknamed Big Jim, is filled with 18,000 pebble-size gray pieces of iron, an abundant, nontoxic and nonflammable mineral.</p><p><blockquote>在最近参观Form的无窗实验室时,Jaramillo先生指着装满低成本铁颗粒的桶,认为这是其在治疗性进化电池领域的关键优势。它的原型电池绰号“大吉姆”,充满了18,000块鹅卵石大小的灰色铁,这是一种丰富、无毒且不易燃的矿物质。</blockquote></p><p> For alithium-ion battery cell, the workhorse of electric vehicles and today’s grid-scale batteries, the nickel, cobalt, lithium and manganese minerals used currently cost between $50 and $80 per kilowatt-hour of storage, according to analysts.</p><p><blockquote>分析师表示,对于电动汽车和当今电网规模电池的主力锂离子电池来说,目前使用的镍、钴、锂和锰矿物的存储成本在每千瓦时50至80美元之间。</blockquote></p><p> Using iron, Form believes it will spend less than $6 per kilowatt-hour of storage on materials for each cell. Packaging the cells together into a full battery system will raise the price to less than $20 per kilowatt-hour, a level at which academics have said renewables plus storage could fully replace traditional fossil-fuel-burning power plants.</p><p><blockquote>Form认为,使用铁,每千瓦时存储每个电池的材料成本将不到6美元。将这些电池组装成一个完整的电池系统将使价格提高到每千瓦时20美元以下,学者们表示,可再生能源加存储可以完全取代传统的化石燃料燃烧发电厂。</blockquote></p><p> A battery capable of cheaply discharging power for days has been a holy grail in the energy industry, due to the problem that it solves and the potential market it creates.</p><p><blockquote>由于它解决的问题和创造的潜在市场,能够连续几天廉价放电的电池一直是能源行业的圣杯。</blockquote></p><p> Regulators and power companies are under growing pressure to deliver affordable, reliable and carbon-free electricity, as countries world-wide seek to reduce the greenhouse-gas emissions linked to climate change. Most electricity generation delivers two out of three. A long-duration battery could enable renewable energy—wind and solar—to deliver all three.</p><p><blockquote>随着世界各国寻求减少与气候变化相关的温室气体排放,监管机构和电力公司面临着越来越大的压力,要求他们提供负担得起、可靠和无碳的电力。大多数发电量提供三分之二。长效电池可以使可再生能源——风能和太阳能——能够提供这三种能源。</blockquote></p><p> The Biden administration is pushing for a carbon-free power grid in the U.S. by 2035, and several states and electric utilities have similar pledges. There is widespread agreement that a combination of wind, solar, geothermal and nuclear power mixed with short-duration lithium-ion batteries can generate 80% of electricity. The final 20% will require some type of multiday storage.</p><p><blockquote>拜登政府正在推动到2035年在美国实现无碳电网,几个州和电力公司也做出了类似的承诺。人们普遍认为,风能、太阳能、地热能和核能的组合与短期锂离子电池混合可以产生80%的电力。最后的20%将需要某种类型的多日存储。</blockquote></p><p> “That first 80% we know the technology pathway, and it is already cost competitive,” said Jeremiah Baumann, deputy chief of staff at the Energy Department. “We have a good sense of the technology for the final piece. The real question is which technology is going to get its cost down and get into the marketplace.”</p><p><blockquote>能源部副参谋长杰里迈亚·鲍曼(Jeremiah Baumann)表示:“我们了解前80%的技术途径,而且它已经具有成本竞争力。”“我们对最终产品的技术有很好的了解。真正的问题是哪种技术将降低成本并进入市场。”</blockquote></p><p> Form’s battery will compete with numerous other approaches in what is becoming a crowded space, as an array of startups race to develop more advanced, cost-effective energy-storage techniques.</p><p><blockquote>随着一系列初创公司竞相开发更先进、更具成本效益的储能技术,Form的电池将在日益拥挤的空间中与众多其他方法竞争。</blockquote></p><p> Several companies are heading to market with different battery configurations, such as solid-state designs. Some think pumped water storage or compressed air can be used more widely to bank energy. The European Union is pushing the use of hydrogen to store and generate power.</p><p><blockquote>几家公司正在向市场推出不同的电池配置,例如固态设计。一些人认为抽水蓄能或压缩空气可以更广泛地用于储存能源。欧盟正在推动使用氢气来储存和发电。</blockquote></p><p> Others, meanwhile, are focusing on carbon-capture technology to make gas- and coal-fired power plants emission-free, which would reduce the need for storing energy.</p><p><blockquote>与此同时,其他人则专注于碳捕获技术,以使燃气和燃煤发电厂实现零排放,这将减少储存能源的需求。</blockquote></p><p> Form Energy’s iron-air battery breathes in oxygen and converts iron to rust, then turns the rust back into iron and breathes out oxygen, discharging and charging the battery in the process.</p><p><blockquote>Form Energy的铁空气电池吸入氧气,将铁转化为铁锈,然后将铁锈变回铁并呼出氧气,在此过程中对电池进行放电和充电。</blockquote></p><p> “There is a Cambrian explosion of new storage technologies and in a Darwinian sense, they are not all going to survive. But the prize is huge both for investors and for society,” says Ramez Naam, a clean-energy investor who isn’t involved with Form Energy.</p><p><blockquote>“新存储技术在寒武纪出现了爆炸式增长,从达尔文的意义上来说,它们并不都能生存下来。但对投资者和社会来说,回报都是巨大的,”清洁能源投资者拉梅兹·纳姆(Ramez Naam)表示,他不参与Form Energy。</blockquote></p><p></p><p> Previous high-profile effortsto develop better batterieshave arced from hope and hype to bankruptcy. But since Form was created in 2017, it has attracted speculation and intrigue within the industry due to the track records of its founders. They include Mr. Jaramillo and Yet-Ming Chiang, a professor at the Massachusetts Institute of Technology who co-founded A123 Systems Inc., a lithium-battery pioneer.</p><p><blockquote>之前开发更好电池的高调努力已经从希望和炒作走向破产。但自2017年Form创建以来,由于其创始人的业绩记录,它吸引了业内的猜测和阴谋。其中包括Jaramillo先生和麻省理工学院教授Yet-Ming Chiang,后者共同创立了锂电池先驱A123 Systems Inc.。</blockquote></p><p> Mr. Jaramillo earned degrees in economics and a master’s degree from the Yale Divinity School before switching to a career developing new batteries. After more than seven years at Tesla, he left in 2016 to pursue what he called “The Next Thing” on his LinkedIn page. He didn’t provide any details, but he wanted to build an inexpensive battery for the grid. He was close to signing a funding sheet for a new company when Mr. Chiang called him.</p><p><blockquote>Jaramillo先生在转向开发新型电池之前,获得了耶鲁神学院的经济学学位和硕士学位。在特斯拉工作了七年多后,他于2016年离开,去追求他在LinkedIn页面上所谓的“下一件事”。他没有提供任何细节,但他想为电网制造一种廉价的电池。当蒋先生打电话给他时,他正要签署一家新公司的融资单。</blockquote></p><p> Mr. Chiang arrived at MIT as an undergraduate and joined the faculty less than a decade later. He started working on a long-duration battery in 2012 as part of a Energy Department collaboration. In 2017, he was also working on long-duration batteries and he and Mr. Jaramillo decided to together create Form Energy.</p><p><blockquote>蒋先生作为本科生来到麻省理工学院,不到十年后就加入了学院。作为能源部合作的一部分,他于2012年开始研究长效电池。2017年,他还在研究长效电池,他和Jaramillo先生决定共同创造Form Energy。</blockquote></p><p> They recruited other battery-industry veterans. “The founding team has 100 years of battery experience,” says Mr. Chiang. “We’re the alumni of a generation of failed battery companies who all came back for more.”</p><p><blockquote>他们招募了其他电池行业的资深人士。“创始团队拥有100年的电池经验,”蒋先生说。“我们是一代失败电池公司的校友,他们都回来寻求更多。”</blockquote></p><p> In early 2018, they began small-scale tests, the Ph.D. material scientist’s version of a middle-school science fair’s potato battery, using small pieces of metal wrapped in hardware-store hose clamps at the bottom of translucent measuring cups. Form tested different configurations: sulfur-iron, sulfur-air, sulfur-manganese and iron-air. By the end of the year, iron-air looked the most promising.</p><p><blockquote>2018年初,他们开始小规模测试,博士。材料科学家版本的中学科学展的土豆电池,使用包裹在半透明量杯底部五金店软管夹中的小金属片。形式测试了不同的配置:硫-铁、硫-空气、硫-锰和铁-空气。到年底,铁空气看起来最有前途。</blockquote></p><p> In 2020, as work was moving quickly, Form caught a break. It needed a critical battery component called a cathode that was impermeable to water but breathed oxygen, like a Gore-Tex jacket. An Arizona battery company, NantEnergy Inc., had spent a decade building such a membrane for a zinc-air battery. Owner Patrick Soon-Shiong, a billionaire biotechnology entrepreneur who owns the Los Angeles Times, wound down operations last year to focus on other investments.</p><p><blockquote>2020年,随着工作进展迅速,Form得到了休息。它需要一种关键的电池组件,称为阴极,它不透水,但可以呼吸氧气,就像Gore-Tex夹克一样。亚利桑那州的一家电池公司NantEnergy Inc.花了十年时间为锌空气电池制造了这样一种薄膜。老板帕特里克·顺雄(Patrick Soon-Shiong)是一位亿万富翁生物技术企业家,拥有《洛杉矶时报》,他去年关闭了业务,专注于其他投资。</blockquote></p><p> Form bought its patents as well as its inventory of thousands of cathodes, which sit in cardboard boxes in a corner of the company’s building. “Having this piece nailed down allowed us to hit the accelerator,” said Mr. Jaramillo.</p><p><blockquote>Form购买了其专利以及数千个阴极的库存,这些阴极存放在公司大楼一角的纸箱中。哈拉米略先生说:“把这块钉牢后,我们就可以加速了。”</blockquote></p><p> Late last summer, Form built a one-meter-tall (roughly 3.3-foot-tall) battery it called Slim Jim because it had the dimensions of a trash can of the same name. Earlier this year, it built Big Jim, a full-scale one-meter-by-one-meter battery cell. If it works as expected, 20 of these cells will be grouped in a battery. Thousands of these batteries will be strung together, filling entire warehouses and storing weeks’ worth of electricity. It could take days to fully charge these battery systems, but the batteries can discharge electricity for 150 hours at a stretch.</p><p><blockquote>去年夏末,Form制造了一个一米高(约3.3英尺高)的电池,并将其命名为Slim Jim,因为它的尺寸相当于同名垃圾桶。今年早些时候,它制造了Big Jim,这是一个一米乘一米的全尺寸电池。如果它按预期工作,20个这样的电池将被组合成一个电池。数千个这样的电池将串在一起,填满整个仓库并储存数周的电力。这些电池系统充满电可能需要几天时间,但电池可以连续放电150小时。</blockquote></p><p> In 2023, Form plans to deploy a one-megawatt battery capable of discharging continuously for more than six days and says it is in talks with several utilities about battery deployments.</p><p><blockquote>2023年,Form计划部署一种能够连续放电六天以上的一兆瓦电池,并表示正在与几家公用事业公司就电池部署进行谈判。</blockquote></p><p> Mr. Chiang, who is the company’s chief science officer, said the challenge was to figure out how to make a battery using iron, air and a water-based electrolyte.</p><p><blockquote>该公司首席科学官蒋先生表示,面临的挑战是找出如何使用铁、空气和水基电解质制造电池。</blockquote></p><p> “Chefs will tell you it is harder to make an excellent dish with common ingredients,” he said.</p><p><blockquote>“厨师会告诉你,用普通食材做出一道美味的菜肴更加困难,”他说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/startup-claims-breakthrough-in-long-duration-batteries-11626946330?mod=hp_lead_pos7\">The Wall Street Journal</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.wsj.com/articles/startup-claims-breakthrough-in-long-duration-batteries-11626946330?mod=hp_lead_pos7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110204064","content_text":"Form Energy’s iron-air batteries could have big ramifications for storing electricity on the power grid.\n\nA four-year-old startup says it has built an inexpensive battery that can discharge power for days using one of the most common elements on Earth: iron.\nForm Energy Inc.’s batteries are far too heavy for electric cars. But it says they will be capable of solving one of the most elusive problems facing renewable energy: cheaply storing large amounts of electricity to power grids when the sun isn’t shining and wind isn’t blowing.\nThe work of the Somerville, Mass., company has long been shrouded in secrecy and nondisclosure agreements. It recently shared its progress with The Wall Street Journal, saying it wants to make regulators and utilities aware that if all continues to go according to plan, its iron-air batteries will be capable of affordable, long-duration power storage by 2025.\nIts backers include Breakthrough Energy Ventures, a climate investment fund whose investors include Microsoft Corp. co-founder Bill Gates and Amazon.com Inc. founderJeff Bezos. Form recently initiated a $200 million funding round, led by a strategic investment from steelmaking giantArcelorMittalSA,MT4.27%one of the world’s leading iron-ore producers.\nForm is preparing to soon be in production of the “kind of battery you need to fully retire thermal assets like coal andnatural gas” power plants, said the company’s chief executive, Mateo Jaramillo, who developed Tesla Inc.’s Powerwall battery and worked on some of its earliest automotive powertrains.\nOn a recent tour of Form’s windowless laboratory, Mr. Jaramillo gestured to barrels filled with low-cost iron pellets as its key advantage in therapidly evolving battery space. Its prototype battery, nicknamed Big Jim, is filled with 18,000 pebble-size gray pieces of iron, an abundant, nontoxic and nonflammable mineral.\nFor alithium-ion battery cell, the workhorse of electric vehicles and today’s grid-scale batteries, the nickel, cobalt, lithium and manganese minerals used currently cost between $50 and $80 per kilowatt-hour of storage, according to analysts.\nUsing iron, Form believes it will spend less than $6 per kilowatt-hour of storage on materials for each cell. Packaging the cells together into a full battery system will raise the price to less than $20 per kilowatt-hour, a level at which academics have said renewables plus storage could fully replace traditional fossil-fuel-burning power plants.\nA battery capable of cheaply discharging power for days has been a holy grail in the energy industry, due to the problem that it solves and the potential market it creates.\nRegulators and power companies are under growing pressure to deliver affordable, reliable and carbon-free electricity, as countries world-wide seek to reduce the greenhouse-gas emissions linked to climate change. Most electricity generation delivers two out of three. A long-duration battery could enable renewable energy—wind and solar—to deliver all three.\nThe Biden administration is pushing for a carbon-free power grid in the U.S. by 2035, and several states and electric utilities have similar pledges. There is widespread agreement that a combination of wind, solar, geothermal and nuclear power mixed with short-duration lithium-ion batteries can generate 80% of electricity. The final 20% will require some type of multiday storage.\n“That first 80% we know the technology pathway, and it is already cost competitive,” said Jeremiah Baumann, deputy chief of staff at the Energy Department. “We have a good sense of the technology for the final piece. The real question is which technology is going to get its cost down and get into the marketplace.”\nForm’s battery will compete with numerous other approaches in what is becoming a crowded space, as an array of startups race to develop more advanced, cost-effective energy-storage techniques.\nSeveral companies are heading to market with different battery configurations, such as solid-state designs. Some think pumped water storage or compressed air can be used more widely to bank energy. The European Union is pushing the use of hydrogen to store and generate power.\nOthers, meanwhile, are focusing on carbon-capture technology to make gas- and coal-fired power plants emission-free, which would reduce the need for storing energy.\nForm Energy’s iron-air battery breathes in oxygen and converts iron to rust, then turns the rust back into iron and breathes out oxygen, discharging and charging the battery in the process.\n“There is a Cambrian explosion of new storage technologies and in a Darwinian sense, they are not all going to survive. But the prize is huge both for investors and for society,” says Ramez Naam, a clean-energy investor who isn’t involved with Form Energy.\nPrevious high-profile effortsto develop better batterieshave arced from hope and hype to bankruptcy. But since Form was created in 2017, it has attracted speculation and intrigue within the industry due to the track records of its founders. They include Mr. Jaramillo and Yet-Ming Chiang, a professor at the Massachusetts Institute of Technology who co-founded A123 Systems Inc., a lithium-battery pioneer.\nMr. Jaramillo earned degrees in economics and a master’s degree from the Yale Divinity School before switching to a career developing new batteries. After more than seven years at Tesla, he left in 2016 to pursue what he called “The Next Thing” on his LinkedIn page. He didn’t provide any details, but he wanted to build an inexpensive battery for the grid. He was close to signing a funding sheet for a new company when Mr. Chiang called him.\nMr. Chiang arrived at MIT as an undergraduate and joined the faculty less than a decade later. He started working on a long-duration battery in 2012 as part of a Energy Department collaboration. In 2017, he was also working on long-duration batteries and he and Mr. Jaramillo decided to together create Form Energy.\nThey recruited other battery-industry veterans. “The founding team has 100 years of battery experience,” says Mr. Chiang. “We’re the alumni of a generation of failed battery companies who all came back for more.”\nIn early 2018, they began small-scale tests, the Ph.D. material scientist’s version of a middle-school science fair’s potato battery, using small pieces of metal wrapped in hardware-store hose clamps at the bottom of translucent measuring cups. Form tested different configurations: sulfur-iron, sulfur-air, sulfur-manganese and iron-air. By the end of the year, iron-air looked the most promising.\nIn 2020, as work was moving quickly, Form caught a break. It needed a critical battery component called a cathode that was impermeable to water but breathed oxygen, like a Gore-Tex jacket. An Arizona battery company, NantEnergy Inc., had spent a decade building such a membrane for a zinc-air battery. Owner Patrick Soon-Shiong, a billionaire biotechnology entrepreneur who owns the Los Angeles Times, wound down operations last year to focus on other investments.\nForm bought its patents as well as its inventory of thousands of cathodes, which sit in cardboard boxes in a corner of the company’s building. “Having this piece nailed down allowed us to hit the accelerator,” said Mr. Jaramillo.\nLate last summer, Form built a one-meter-tall (roughly 3.3-foot-tall) battery it called Slim Jim because it had the dimensions of a trash can of the same name. Earlier this year, it built Big Jim, a full-scale one-meter-by-one-meter battery cell. If it works as expected, 20 of these cells will be grouped in a battery. Thousands of these batteries will be strung together, filling entire warehouses and storing weeks’ worth of electricity. It could take days to fully charge these battery systems, but the batteries can discharge electricity for 150 hours at a stretch.\nIn 2023, Form plans to deploy a one-megawatt battery capable of discharging continuously for more than six days and says it is in talks with several utilities about battery deployments.\nMr. Chiang, who is the company’s chief science officer, said the challenge was to figure out how to make a battery using iron, air and a water-based electrolyte.\n“Chefs will tell you it is harder to make an excellent dish with common ingredients,” he said.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811254367,"gmtCreate":1630329487559,"gmtModify":1704958518501,"author":{"id":"3562062601910364","authorId":"3562062601910364","name":"TMK1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062601910364","authorIdStr":"3562062601910364"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Pls go up","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Pls go up","text":"$Exela Technologies, Inc.(XELA)$Pls go up","images":[{"img":"https://static.tigerbbs.com/c776be37a2ece87d916949f913fd11e7","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811254367","isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":175515881,"gmtCreate":1627041215943,"gmtModify":1633768549996,"author":{"id":"3562062601910364","authorId":"3562062601910364","name":"TMK1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062601910364","authorIdStr":"3562062601910364"},"themes":[],"htmlText":"Pls like thanks ","listText":"Pls like thanks ","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175515881","repostId":"1164478982","repostType":4,"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178998039,"gmtCreate":1626778992621,"gmtModify":1633771135745,"author":{"id":"3562062601910364","authorId":"3562062601910364","name":"TMK1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062601910364","authorIdStr":"3562062601910364"},"themes":[],"htmlText":"Pls like thanks ","listText":"Pls like thanks ","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178998039","repostId":"1167258014","repostType":4,"repost":{"id":"1167258014","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626773582,"share":"https://www.laohu8.com/m/news/1167258014?lang=zh_CN&edition=full","pubTime":"2021-07-20 17:33","market":"us","language":"en","title":"Is Now The Time To Buy Into Nvidia, AMC, Or GameStop?<blockquote>现在是买入英伟达、AMC或游戏驿站的时候吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167258014","media":"Benzinga","summary":"These stocks are seeing high retail investor interest on social media at press time early Tuesday.\nN","content":"<p>These stocks are seeing high retail investor interest on social media at press time early Tuesday.</p><p><blockquote>截至周二早些时候发稿时,社交媒体上散户投资者对这些股票的兴趣很高。</blockquote></p><p> <b>NVIDIA Corporation</b>(NASDAQ:NVDA): The technology multinational known for graphics processing units trended as thetop name on r/WallStreetBetsor WSB at press time.</p><p><blockquote><b>英伟达公司</b>(纳斯达克:NVDA):截至发稿时,这家以图形处理设备闻名的技术跨国公司成为r/WallStreetBetor或WSB上的热门品牌。</blockquote></p><p> The company’s shares will be split 4-for-1 on Tuesday morning. David Green, a veteran trader, said he wants to“be long NVIDIA”on Monday.</p><p><blockquote>该公司的股票将于周二上午以4比1的比例进行分割。资深交易员David Green表示,他希望在周一“做多英伟达”。</blockquote></p><p> “We will get a lot of action once we have earnings coming out,” said Green.</p><p><blockquote>“一旦财报公布,我们将采取很多行动,”格林说。</blockquote></p><p> The company’s next quarterly numbers release is scheduled for August 18. As per the first-quarter numbers released in May, NVIDIA recorded earnings per share of $3.66 which beat the estimated EPS of $3.28.</p><p><blockquote>该公司定于8月18日发布下一个季度数据。根据5月份发布的第一季度数据,英伟达每股收益为3.66美元,超过预期的每股收益3.28美元。</blockquote></p><p> NVIDIA shares have appreciated 43.9% since the year began. On Monday, the company’s shares closed 3.41% higher in the regular session at $751.19 and rose another 1.17% in the after-hours trading to $760.</p><p><blockquote>自今年年初以来,英伟达股价已上涨43.9%。周一,该公司股价在常规交易中收盘上涨3.41%,至751.19美元,在盘后交易中又上涨1.17%,至760美元。</blockquote></p><p> <b>AMC Entertainment Holdings Inc</b>(NYSE:AMC): The theater chain’s shares saw high interest from retail traders.On Monday, AMC announced that it hadreached an agreementwith real estate firm Caruso to reopen The Grove Theatre and The Americana at Brand Theatre— two of the top-grossing movie theaters in Los Angeles.</p><p><blockquote><b>AMC院线控股公司</b>(纽约证券交易所股票代码:AMC):散户交易者对这家连锁影院的股票非常感兴趣。周一,AMC宣布已与房地产公司Caruso达成协议,重新开放洛杉矶票房最高的两家电影院Grove Theatre和Americana at Brand Theatre。</blockquote></p><p> This month, AMC decidednot to vote ona previously announced$25 million share offering, which would have allowed it to raise cash as it reels under the impact of COVID-19.</p><p><blockquote>本月,AMC决定不对此前宣布的2500万美元股票发行进行投票,这将使其能够在受到COVID-19影响的情况下筹集现金。</blockquote></p><p> AMC shares have spiked 1,533% since the year began. On Friday, AMC shares closed 0.97% lower at $34.62 in the regular session and rose nearly 0.9% in the after-hours trading.</p><p><blockquote>自今年年初以来,AMC股价已飙升1,533%。周五,AMC股价在常规交易中收跌0.97%至34.62美元,盘后交易中上涨近0.9%。</blockquote></p><p> <b>GameStop Corporation</b>(NYSE:GME): The video game retailer trended among retail investors on Monday as it outperformed the wider market. On Monday key U.S. indices such as the S&P 500 and NASDAQ ended in the red by 1.59% and 1.06% respectively.</p><p><blockquote><b>游戏驿站公司</b>(纽约证券交易所股票代码:GME):这家视频游戏零售商周一在散户投资者中表现强劲,表现优于大盘。周一,标普500和纳斯达克等美国主要指数分别收跌1.59%和1.06%。</blockquote></p><p> On the same day, GameStop shares traded 2.63% higher at $173.49 in the regular session. The shares declined nearly 0.3% in the after-hours trading.</p><p><blockquote>同日,游戏驿站股价常规交易时段上涨2.63%,至173.49美元。该股在盘后交易中下跌近0.3%。</blockquote></p><p> The primary reason for the market's fall was mounting worries aboutrising in COVID-19 cases— particularly due to the Delta variant and its impact on global economic recovery.</p><p><blockquote>市场下跌的主要原因是人们对COVID-19病例增加的担忧日益加剧,特别是由于德尔塔变异毒株及其对全球经济复苏的影响。</blockquote></p><p> At the same time, video games are increasingly popular with NewZooestimatespointing to a CAGR of 8.7% between 2019 to 2024. NewZoo estimates gaming will cross the $200 billion mark in 2023.</p><p><blockquote>与此同时,视频游戏越来越受欢迎,Newzooestimates预计2019年至2024年间的复合年增长率为8.7%。NewZoo估计游戏收入将在2023年突破2000亿美元大关。</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>Is Now The Time To Buy Into Nvidia, AMC, Or GameStop?<blockquote>现在是买入英伟达、AMC或游戏驿站的时候吗?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now The Time To Buy Into Nvidia, AMC, Or GameStop?<blockquote>现在是买入英伟达、AMC或游戏驿站的时候吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-20 17:33</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>These stocks are seeing high retail investor interest on social media at press time early Tuesday.</p><p><blockquote>截至周二早些时候发稿时,社交媒体上散户投资者对这些股票的兴趣很高。</blockquote></p><p> <b>NVIDIA Corporation</b>(NASDAQ:NVDA): The technology multinational known for graphics processing units trended as thetop name on r/WallStreetBetsor WSB at press time.</p><p><blockquote><b>英伟达公司</b>(纳斯达克:NVDA):截至发稿时,这家以图形处理设备闻名的技术跨国公司成为r/WallStreetBetor或WSB上的热门品牌。</blockquote></p><p> The company’s shares will be split 4-for-1 on Tuesday morning. David Green, a veteran trader, said he wants to“be long NVIDIA”on Monday.</p><p><blockquote>该公司的股票将于周二上午以4比1的比例进行分割。资深交易员David Green表示,他希望在周一“做多英伟达”。</blockquote></p><p> “We will get a lot of action once we have earnings coming out,” said Green.</p><p><blockquote>“一旦财报公布,我们将采取很多行动,”格林说。</blockquote></p><p> The company’s next quarterly numbers release is scheduled for August 18. As per the first-quarter numbers released in May, NVIDIA recorded earnings per share of $3.66 which beat the estimated EPS of $3.28.</p><p><blockquote>该公司定于8月18日发布下一个季度数据。根据5月份发布的第一季度数据,英伟达每股收益为3.66美元,超过预期的每股收益3.28美元。</blockquote></p><p> NVIDIA shares have appreciated 43.9% since the year began. On Monday, the company’s shares closed 3.41% higher in the regular session at $751.19 and rose another 1.17% in the after-hours trading to $760.</p><p><blockquote>自今年年初以来,英伟达股价已上涨43.9%。周一,该公司股价在常规交易中收盘上涨3.41%,至751.19美元,在盘后交易中又上涨1.17%,至760美元。</blockquote></p><p> <b>AMC Entertainment Holdings Inc</b>(NYSE:AMC): The theater chain’s shares saw high interest from retail traders.On Monday, AMC announced that it hadreached an agreementwith real estate firm Caruso to reopen The Grove Theatre and The Americana at Brand Theatre— two of the top-grossing movie theaters in Los Angeles.</p><p><blockquote><b>AMC院线控股公司</b>(纽约证券交易所股票代码:AMC):散户交易者对这家连锁影院的股票非常感兴趣。周一,AMC宣布已与房地产公司Caruso达成协议,重新开放洛杉矶票房最高的两家电影院Grove Theatre和Americana at Brand Theatre。</blockquote></p><p> This month, AMC decidednot to vote ona previously announced$25 million share offering, which would have allowed it to raise cash as it reels under the impact of COVID-19.</p><p><blockquote>本月,AMC决定不对此前宣布的2500万美元股票发行进行投票,这将使其能够在受到COVID-19影响的情况下筹集现金。</blockquote></p><p> AMC shares have spiked 1,533% since the year began. On Friday, AMC shares closed 0.97% lower at $34.62 in the regular session and rose nearly 0.9% in the after-hours trading.</p><p><blockquote>自今年年初以来,AMC股价已飙升1,533%。周五,AMC股价在常规交易中收跌0.97%至34.62美元,盘后交易中上涨近0.9%。</blockquote></p><p> <b>GameStop Corporation</b>(NYSE:GME): The video game retailer trended among retail investors on Monday as it outperformed the wider market. On Monday key U.S. indices such as the S&P 500 and NASDAQ ended in the red by 1.59% and 1.06% respectively.</p><p><blockquote><b>游戏驿站公司</b>(纽约证券交易所股票代码:GME):这家视频游戏零售商周一在散户投资者中表现强劲,表现优于大盘。周一,标普500和纳斯达克等美国主要指数分别收跌1.59%和1.06%。</blockquote></p><p> On the same day, GameStop shares traded 2.63% higher at $173.49 in the regular session. The shares declined nearly 0.3% in the after-hours trading.</p><p><blockquote>同日,游戏驿站股价常规交易时段上涨2.63%,至173.49美元。该股在盘后交易中下跌近0.3%。</blockquote></p><p> The primary reason for the market's fall was mounting worries aboutrising in COVID-19 cases— particularly due to the Delta variant and its impact on global economic recovery.</p><p><blockquote>市场下跌的主要原因是人们对COVID-19病例增加的担忧日益加剧,特别是由于德尔塔变异毒株及其对全球经济复苏的影响。</blockquote></p><p> At the same time, video games are increasingly popular with NewZooestimatespointing to a CAGR of 8.7% between 2019 to 2024. NewZoo estimates gaming will cross the $200 billion mark in 2023.</p><p><blockquote>与此同时,视频游戏越来越受欢迎,Newzooestimates预计2019年至2024年间的复合年增长率为8.7%。NewZoo估计游戏收入将在2023年突破2000亿美元大关。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","GME":"游戏驿站","AMC":"AMC院线","TIME":"Clockwise Core Equity & Innovation ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167258014","content_text":"These stocks are seeing high retail investor interest on social media at press time early Tuesday.\nNVIDIA Corporation(NASDAQ:NVDA): The technology multinational known for graphics processing units trended as thetop name on r/WallStreetBetsor WSB at press time.\nThe company’s shares will be split 4-for-1 on Tuesday morning. David Green, a veteran trader, said he wants to“be long NVIDIA”on Monday.\n“We will get a lot of action once we have earnings coming out,” said Green.\nThe company’s next quarterly numbers release is scheduled for August 18. As per the first-quarter numbers released in May, NVIDIA recorded earnings per share of $3.66 which beat the estimated EPS of $3.28.\nNVIDIA shares have appreciated 43.9% since the year began. On Monday, the company’s shares closed 3.41% higher in the regular session at $751.19 and rose another 1.17% in the after-hours trading to $760.\nAMC Entertainment Holdings Inc(NYSE:AMC): The theater chain’s shares saw high interest from retail traders.On Monday, AMC announced that it hadreached an agreementwith real estate firm Caruso to reopen The Grove Theatre and The Americana at Brand Theatre— two of the top-grossing movie theaters in Los Angeles.\nThis month, AMC decidednot to vote ona previously announced$25 million share offering, which would have allowed it to raise cash as it reels under the impact of COVID-19.\nAMC shares have spiked 1,533% since the year began. On Friday, AMC shares closed 0.97% lower at $34.62 in the regular session and rose nearly 0.9% in the after-hours trading.\nGameStop Corporation(NYSE:GME): The video game retailer trended among retail investors on Monday as it outperformed the wider market. On Monday key U.S. indices such as the S&P 500 and NASDAQ ended in the red by 1.59% and 1.06% respectively.\nOn the same day, GameStop shares traded 2.63% higher at $173.49 in the regular session. The shares declined nearly 0.3% in the after-hours trading.\nThe primary reason for the market's fall was mounting worries aboutrising in COVID-19 cases— particularly due to the Delta variant and its impact on global economic recovery.\nAt the same time, video games are increasingly popular with NewZooestimatespointing to a CAGR of 8.7% between 2019 to 2024. NewZoo estimates gaming will cross the $200 billion mark in 2023.","news_type":1,"symbols_score_info":{"AMC":0.9,"NVDA":0.9,"TIME":0.9,"TWX":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}