Gunners80的个人主页 - 老虎社区

Gunners80

Gunners80

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2021-08-20

Buy the dip

抱歉，原内容已删除

2021-07-18

Interesting

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2021-05-01

Opportunity to buy on dips?

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2021-12-04

Some rotation from tech to defensive

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2021-09-06

Nice

Beat the market with this quant system that’s very bullish on stocks at record highs<blockquote>利用这个量化系统战胜市场，该系统非常看好创纪录高点的股票</blockquote>

2021-08-25

Nice

抱歉，原内容已删除

2021-12-01

Buy the dip

What Powell’s Hawkish Transition Could Mean for Asian Markets<blockquote>鲍威尔的鹰派转型对亚洲市场意味着什么</blockquote>

2021-08-29

Nice

This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天可能会让你致富</blockquote>

2021-12-23

Nice close

抱歉，原内容已删除

2021-10-07

Salesforce

Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是 10 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</blockquote>

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HSTECH ETF S$(HST.SI)$ </a>&nbsp;","text":"$LION OCBC HSTECH ETF S$(HST.SI)$","images":[{"img":"https://community-static.tradeup.com/news/895a65c0f576e7ff03c7a3d7499e3710","width":"876","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405660972269760","isVote":1,"tweetType":1,"viewCount":3857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":405660791902328,"gmtCreate":1740066079465,"gmtModify":1740066084401,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568161254291931","authorIdStr":"3568161254291931"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/HST.SI\">$LION OCBC HSTECH ETF S$(HST.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/HST.SI\">$LION OCBC HSTECH ETF S$(HST.SI)$ </a>&nbsp;","text":"$LION OCBC HSTECH ETF S$(HST.SI)$","images":[{"img":"https://community-static.tradeup.com/news/6eaaea8f860e48b3eed33968b9273c13","width":"876","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405660791902328","isVote":1,"tweetType":1,"viewCount":2546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":692834990,"gmtCreate":1640912097743,"gmtModify":1640912098113,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568161254291931","authorIdStr":"3568161254291931"},"themes":[],"title":"","htmlText":"One more day to go for 2021","listText":"One more day to go for 2021","text":"One more day to go for 2021","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692834990","repostId":"2195928314","repostType":4,"isVote":1,"tweetType":1,"viewCount":2681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692161616,"gmtCreate":1640876717548,"gmtModify":1640876717871,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568161254291931","authorIdStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692161616","repostId":"1181320224","repostType":4,"repost":{"id":"1181320224","kind":"news","pubTimestamp":1640869824,"share":"https://www.laohunote.com/m/news/1181320224?lang=zh_CN&edition=full","pubTime":"2021-12-30 21:10","market":"us","language":"en","title":"Is Apple a Must Own Stock in 2022?<blockquote>苹果是2022年必须持有的股票吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181320224","media":"Motley Fool","summary":"As concerns around inflation linger, some investors may adjust portfolios away from growth stocks in 2022.","content":"<p><html><head></head><body><b>Key Points</b></p><p><blockquote><html><head></head><body><b>要点</b></body></html></blockquote></p><p><ul><li>Some might think it prudent to lock in their gains as Apple&#39;s market cap nears $3 trillion.</li><li>Demand for iPhone13 is weakening as we head into 2022.</li><li>New products such as a virtual reality headset are rumored to enter the market in 2022 and could serve as a new growth catalyst for the company.</li></ul>The market has witnessed significant sell-offs in many growth stocks over the last several weeks. These sell-offs were driven by many different factors including slowing growth in stay-at-home stocks, lingering fears of inflation, and tax harvesting. As a result, valuation multiples have compressed, making it challenging for investors to navigate which stocks may be worth exploring for 2022.<b>Apple</b>(NASDAQ:AAPL) stock is up nearly 40% year to date, handily topping the <b>S&amp;P 500</b>&#39;s return of 28%. But as demand for the iPhone 13 wanes and the company&#39;s market capitalization climbs higher, whether to hold onto Apple stock or sell in the new year is a tough decision for investors.</p><p><blockquote><ul><li>由于苹果的市值接近 3 万亿美元，一些人可能认为锁定收益是谨慎的。</li><li>随着我们进入2022年，对iPhone13的需求正在减弱。</li><li>据传虚拟现实耳机等新产品将于2022年进入市场，并可能成为该公司新的增长催化剂。</li></ul>过去几周，市场见证了许多成长型股票的大幅抛售。这些抛售是由许多不同因素驱动的，包括宅库存增长放缓、对通胀的挥之不去的担忧以及税收收获。因此，估值倍数被压缩，这使得投资者很难判断哪些股票可能值得在 2022 年探索。<b>苹果</b>（纳斯达克股票代码：AAPL）股价今年迄今已上涨近 40%，轻松超过<b>标普500</b>28%的回报率。但随着对iPhone 13的需求减弱以及该公司市值攀升，对于投资者来说，是持有苹果股票还是在新的一年出售是一个艰难的决定。</blockquote></p><p><b>Can Apple&#39;s market cap go any higher?</b></p><p><blockquote><b>苹果的市值还能再高吗？</b></blockquote></p><p>As of the time of this article, Apple is the largest company in the world by market capitalization, closing in on a valuation of $3 trillion. For the fiscal quarter ended Sept. 25, Apple reported 29% revenue growth year over year. The company generated 33% growth on the product side of the business driven by strong iPhone sales, and also reported 26% growth in services while wearables grew 13% year over year. What may be even more impressive than its revenue growth is the amount of cash that Apple generates; the company&#39;s trailing-12-month free cash flow is $93 billion.</p><p><blockquote>截至本文撰写之时，苹果是全球市值最大的公司，估值接近 3 万亿美元。截至 9 月 25 日的财季，苹果报告收入同比增长 29%。在 iPhone 强劲销售的推动下，该公司的产品业务增长了 33%，服务业务也增长了 26%，而可穿戴设备同比增长了 13%。可能比其收入增长更令人印象深刻的是苹果产生的现金数量；该公司过去12个月的自由现金流为930亿美元。</blockquote></p><p>Apple is commanding strong growth across its entire suite of revenue streams from services, wearables, and other hardware products. Although the long-term prospects for Apple appear strong, investors recently learned that the Federal Reserve will begin to taper asset purchases in an effort to combat inflation, and it is likely that 2022 will come with multiple rate hikes.</p><p><blockquote>苹果的服务、可穿戴设备和其他硬件产品的整个收入流都实现了强劲增长。尽管苹果的长期前景似乎强劲，但投资者最近获悉，美联储将开始缩减资产购买规模，以对抗通胀，2022年很可能会出现多次加息。</blockquote></p><p>This dynamic presents a conundrum for investors because Apple is generating healthy growth on both the products and services sides of its business. However, given the stock&#39;s year-to-date performance coupled with lingering concerns around inflation, it tempting for investors to trim their existing positions and lock in some gains. Considering the company revised its forecast for iPhone 13 downwards and the supply chain disruptions it is facing, it&#39;s hard to assess whether Apple has any upward momentum that could push the stock higher.</p><p><blockquote>这种动态给投资者带来了一个难题，因为苹果正在其业务的产品和服务方面实现健康增长。然而，鉴于该股今年迄今为止的表现，加上对通胀的持续担忧，投资者很容易削减现有头寸并锁定一些收益。考虑到该公司下调了对 iPhone 13 的预测以及面临的供应链中断，很难评估苹果是否有任何可能推高股价的上涨势头。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b687c44e5d0d311e1bdc67cab7731c50\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社</span></p></blockquote></p><p><b>Weak iPhone demand and supply chain challenges</b></p><p><blockquote><b>iPhone 需求疲软和供应链挑战</b></blockquote></p><p>Apple originally forecasted to produce 90 million iPhone 13 models during the final three months of the year, just in time for the holiday shopping season. Due to COVID-fueled supply chain disruptions, key manufacturing partners such as <b>Broadcom</b> and <b>Texas Instruments</b> have struggled to deliver enough components. These supply constraints caused Apple, one of the largest chip buyers in the world, to slash its forecast for the new iPhone by 10 million units.</p><p><blockquote>苹果最初预测，今年最后三个月将生产 9000 万部 iPhone 13 机型，正好赶上假日购物季。由于新冠病毒引发的供应链中断，主要制造合作伙伴，例如<b>博通</b>和<b>德州仪器</b>一直在努力提供足够的组件。这些供应限制导致全球最大芯片买家之一苹果将新款iPhone的预期下调了1000万部。</blockquote></p><p>The supply side issues were in addition to another problem for Apple: consumer demand. A recent Bloomberg report indicated that Apple informed its component suppliers that<i>demand</i>for the iPhone 13 was weaker than initially anticipated due to long wait times. Product shortages and ongoing delivery delays for shoppers caused by supply chain issues have some consumers deciding to do without luxury purchases and upgrading to a new iPhone.</p><p><blockquote>供应方问题是苹果面临的另一个问题：消费者需求。彭博社最近的一篇报道表明，苹果告知其零部件供应商，<i>要求</i>由于等待时间过长，iPhone 13的表现比最初预期的要弱。供应链问题导致的产品短缺和购物者持续的交货延迟，导致一些消费者决定不购买奢侈品，而是升级到新的iPhone。</blockquote></p><p>With this recipe of problems, it is easy for investors to lose sight of the bigger picture. It is important to keep in mind that the disorder caused by inflation and supply chain will not last forever. Rather, these are hiccups that investors must learn to navigate during times of economic uncertainty.</p><p><blockquote>有了这些问题，投资者很容易忽视大局。重要的是要记住，通货膨胀和供应链造成的混乱不会永远持续下去。相反，这些都是投资者在经济不确定时期必须学会应对的小问题。</blockquote></p><p>But Apple has major optionality on its side. Despite weaker than anticipated iPhone 13 demand, the company is not anchoring itself on one singular product release. Apple is investing in new product development and investors should expect to see these materialize in 2022. Namely, the company is set to launch its iPhone SE 3 during the first half of 2022. This could serve as a lucrative catalyst for Apple because this device is more budget friendly compared to higher-end hardware. Additionally, a number of new patents filed by Apple have some analysts speculating that the company&#39;s next blockbuster hit is less than a year away.</p><p><blockquote>但苹果有很大的选择余地。尽管iPhone 13的需求弱于预期，但该公司并没有专注于单一的产品发布。苹果正在投资新产品开发，投资者应该预计这些将在 2022 年实现。即该公司将于2022年上半年推出iPhone SE 3。这可能成为苹果利润丰厚的催化剂，因为与高端硬件相比，这种设备更经济实惠。此外，苹果申请的多项新专利让一些分析师猜测，该公司的下一个重磅炸弹还有不到一年的时间。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a904191373c7448dd74f7bc84dbae91\" tg-width=\"2000\" tg-height=\"1054\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社</span></p></blockquote></p><p></p><p><b>Is Apple entering the metaverse?</b></p><p><blockquote><b>苹果正在进入元宇宙吗？</b></blockquote></p><p>In late November,<b>Morgan Stanley</b> issued a note to investors highlighting that Apple is planning to launch a new hardware product, in particular an augmented reality/virtual reality (AR/VR) headset. Apple analyst Ming-Chi Kuo is estimating that the headset could launch during the fourth quarter of 2022. Apple&#39;s entrance to the metaverse looks even more likely as a new Bloomberg report suggests that the company hired <b>Meta Platforms</b>&#39;(NASDAQ:FB) augmented reality communications lead.</p><p><blockquote>11月下旬，<b>摩根士丹利</b>向投资者发出说明，强调苹果正计划推出一款新的硬件产品，特别是增强现实/虚拟现实（AR/VR）头显。苹果分析师郭明𫓹估计，这款耳机可能会在 2022 年第四季度推出。苹果公司进入元宇宙的可能性看起来更大，因为彭博社的一份新报告表明该公司聘请了<b>元平台</b>（纳斯达克股票代码：FB）增强现实通信领域的领导者。</blockquote></p><p>According to data from IDC, Meta holds the top spot for global shipments of VR headsets, controlling 75% of the market. However,Apple&#39;s entrance into the metaverse could open up another multi-billion dollar opportunity for the company as it looks to steal market share away from Meta and other incumbents. Per IDC&#39;s forecast, the market for AR/VR headsets will increase from 9 million units in 2021 to 50 million by 2025.</p><p><blockquote>根据IDC的数据，Meta占据了全球VR头显出货量的头把交椅，控制了75%的市场。然而， 苹果进入元宇宙可能会为该公司带来另一个数十亿美元的机会， 因为它希望从 Meta 和其他现有企业手中窃取市场份额。根据IDC的预测，AR/VR头显市场将从2021年的900万台增加到2025年的5000万台。</blockquote></p><p><b>Now what?</b></p><p><blockquote><b>现在怎么办？</b></blockquote></p><p>On the surface, trimming an existing position and taking some gains off the table may seem like a prudent option, if not a tempting one. Although the Federal Reserve provided some clarity on how it plans to combat inflation, concrete timeframes around tapering and rate hikes are still variable. For this reason, investors cannot know for certain when supply chain challenges will subside, allowing Apple and its suppliers the ability to operate under more normal circumstances.</p><p><blockquote>从表面上看，削减现有头寸并获得一些收益似乎是一个谨慎的选择，如果不是一个诱人的选择的话。尽管美联储就其计划如何对抗通胀提供了一些澄清，但缩减规模和加息的具体时间表仍然可变。因此，投资者无法确定供应链挑战何时会消退，从而使苹果及其供应商能够在更正常的情况下运营。</blockquote></p><p>Despite these uncertainties, Apple has several catalysts in its pipeline which should provide investors some confidence. New iPhones and the launch of an AR/VR headset, the latter of which will allow Apple to enter a new addressable market served by both its product<i>and</i>services businesses, make it hard to contest that growth<i>isn&#39;t</i>on the horizon. The biggest questions revolve around when this growth could occur and to what magnitude. Although investors cannot go wrong taking a profit, Apple&#39;s strong balance sheet and product expertise make it a compelling must-buy (and hold) stock for 2022.</p><p><blockquote>尽管存在这些不确定性，苹果仍有几个催化剂正在酝酿中，这应该会给投资者提供一些信心。新款 iPhone 和推出 AR/VR 头显，后者将使苹果能够进入由其两款产品服务的新的可定位市场<i>和</i>服务企业，使其难以挑战这种增长<i>不是</i>在地平线上。最大的问题围绕着这种增长何时会发生以及会发生多大。尽管投资者获利了结不会错，但苹果强大的资产负债表和产品专业知识使其成为 2022 年引人注目的必买（并持有）股票。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple a Must Own Stock in 2022?<blockquote>苹果是2022年必须持有的股票吗？</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 Apple a Must Own Stock in 2022?<blockquote>苹果是2022年必须持有的股票吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-30 21:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Key Points</b></p><p><blockquote><html><head></head><body><b>要点</b></body></html></blockquote></p><p><ul><li>Some might think it prudent to lock in their gains as Apple&#39;s market cap nears $3 trillion.</li><li>Demand for iPhone13 is weakening as we head into 2022.</li><li>New products such as a virtual reality headset are rumored to enter the market in 2022 and could serve as a new growth catalyst for the company.</li></ul>The market has witnessed significant sell-offs in many growth stocks over the last several weeks. These sell-offs were driven by many different factors including slowing growth in stay-at-home stocks, lingering fears of inflation, and tax harvesting. As a result, valuation multiples have compressed, making it challenging for investors to navigate which stocks may be worth exploring for 2022.<b>Apple</b>(NASDAQ:AAPL) stock is up nearly 40% year to date, handily topping the <b>S&amp;P 500</b>&#39;s return of 28%. But as demand for the iPhone 13 wanes and the company&#39;s market capitalization climbs higher, whether to hold onto Apple stock or sell in the new year is a tough decision for investors.</p><p><blockquote><ul><li>由于苹果的市值接近 3 万亿美元，一些人可能认为锁定收益是谨慎的。</li><li>随着我们进入2022年，对iPhone13的需求正在减弱。</li><li>据传虚拟现实耳机等新产品将于2022年进入市场，并可能成为该公司新的增长催化剂。</li></ul>过去几周，市场见证了许多成长型股票的大幅抛售。这些抛售是由许多不同因素驱动的，包括宅库存增长放缓、对通胀的挥之不去的担忧以及税收收获。因此，估值倍数被压缩，这使得投资者很难判断哪些股票可能值得在 2022 年探索。<b>苹果</b>（纳斯达克股票代码：AAPL）股价今年迄今已上涨近 40%，轻松超过<b>标普500</b>28%的回报率。但随着对iPhone 13的需求减弱以及该公司市值攀升，对于投资者来说，是持有苹果股票还是在新的一年出售是一个艰难的决定。</blockquote></p><p><b>Can Apple&#39;s market cap go any higher?</b></p><p><blockquote><b>苹果的市值还能再高吗？</b></blockquote></p><p>As of the time of this article, Apple is the largest company in the world by market capitalization, closing in on a valuation of $3 trillion. For the fiscal quarter ended Sept. 25, Apple reported 29% revenue growth year over year. The company generated 33% growth on the product side of the business driven by strong iPhone sales, and also reported 26% growth in services while wearables grew 13% year over year. What may be even more impressive than its revenue growth is the amount of cash that Apple generates; the company&#39;s trailing-12-month free cash flow is $93 billion.</p><p><blockquote>截至本文撰写之时，苹果是全球市值最大的公司，估值接近 3 万亿美元。截至 9 月 25 日的财季，苹果报告收入同比增长 29%。在 iPhone 强劲销售的推动下，该公司的产品业务增长了 33%，服务业务也增长了 26%，而可穿戴设备同比增长了 13%。可能比其收入增长更令人印象深刻的是苹果产生的现金数量；该公司过去12个月的自由现金流为930亿美元。</blockquote></p><p>Apple is commanding strong growth across its entire suite of revenue streams from services, wearables, and other hardware products. Although the long-term prospects for Apple appear strong, investors recently learned that the Federal Reserve will begin to taper asset purchases in an effort to combat inflation, and it is likely that 2022 will come with multiple rate hikes.</p><p><blockquote>苹果的服务、可穿戴设备和其他硬件产品的整个收入流都实现了强劲增长。尽管苹果的长期前景似乎强劲，但投资者最近获悉，美联储将开始缩减资产购买规模，以对抗通胀，2022年很可能会出现多次加息。</blockquote></p><p>This dynamic presents a conundrum for investors because Apple is generating healthy growth on both the products and services sides of its business. However, given the stock&#39;s year-to-date performance coupled with lingering concerns around inflation, it tempting for investors to trim their existing positions and lock in some gains. Considering the company revised its forecast for iPhone 13 downwards and the supply chain disruptions it is facing, it&#39;s hard to assess whether Apple has any upward momentum that could push the stock higher.</p><p><blockquote>这种动态给投资者带来了一个难题，因为苹果正在其业务的产品和服务方面实现健康增长。然而，鉴于该股今年迄今为止的表现，加上对通胀的持续担忧，投资者很容易削减现有头寸并锁定一些收益。考虑到该公司下调了对 iPhone 13 的预测以及面临的供应链中断，很难评估苹果是否有任何可能推高股价的上涨势头。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b687c44e5d0d311e1bdc67cab7731c50\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社</span></p></blockquote></p><p><b>Weak iPhone demand and supply chain challenges</b></p><p><blockquote><b>iPhone 需求疲软和供应链挑战</b></blockquote></p><p>Apple originally forecasted to produce 90 million iPhone 13 models during the final three months of the year, just in time for the holiday shopping season. Due to COVID-fueled supply chain disruptions, key manufacturing partners such as <b>Broadcom</b> and <b>Texas Instruments</b> have struggled to deliver enough components. These supply constraints caused Apple, one of the largest chip buyers in the world, to slash its forecast for the new iPhone by 10 million units.</p><p><blockquote>苹果最初预测，今年最后三个月将生产 9000 万部 iPhone 13 机型，正好赶上假日购物季。由于新冠病毒引发的供应链中断，主要制造合作伙伴，例如<b>博通</b>和<b>德州仪器</b>一直在努力提供足够的组件。这些供应限制导致全球最大芯片买家之一苹果将新款iPhone的预期下调了1000万部。</blockquote></p><p>The supply side issues were in addition to another problem for Apple: consumer demand. A recent Bloomberg report indicated that Apple informed its component suppliers that<i>demand</i>for the iPhone 13 was weaker than initially anticipated due to long wait times. Product shortages and ongoing delivery delays for shoppers caused by supply chain issues have some consumers deciding to do without luxury purchases and upgrading to a new iPhone.</p><p><blockquote>供应方问题是苹果面临的另一个问题：消费者需求。彭博社最近的一篇报道表明，苹果告知其零部件供应商，<i>要求</i>由于等待时间过长，iPhone 13的表现比最初预期的要弱。供应链问题导致的产品短缺和购物者持续的交货延迟，导致一些消费者决定不购买奢侈品，而是升级到新的iPhone。</blockquote></p><p>With this recipe of problems, it is easy for investors to lose sight of the bigger picture. It is important to keep in mind that the disorder caused by inflation and supply chain will not last forever. Rather, these are hiccups that investors must learn to navigate during times of economic uncertainty.</p><p><blockquote>有了这些问题，投资者很容易忽视大局。重要的是要记住，通货膨胀和供应链造成的混乱不会永远持续下去。相反，这些都是投资者在经济不确定时期必须学会应对的小问题。</blockquote></p><p>But Apple has major optionality on its side. Despite weaker than anticipated iPhone 13 demand, the company is not anchoring itself on one singular product release. Apple is investing in new product development and investors should expect to see these materialize in 2022. Namely, the company is set to launch its iPhone SE 3 during the first half of 2022. This could serve as a lucrative catalyst for Apple because this device is more budget friendly compared to higher-end hardware. Additionally, a number of new patents filed by Apple have some analysts speculating that the company&#39;s next blockbuster hit is less than a year away.</p><p><blockquote>但苹果有很大的选择余地。尽管iPhone 13的需求弱于预期，但该公司并没有专注于单一的产品发布。苹果正在投资新产品开发，投资者应该预计这些将在 2022 年实现。即该公司将于2022年上半年推出iPhone SE 3。这可能成为苹果利润丰厚的催化剂，因为与高端硬件相比，这种设备更经济实惠。此外，苹果申请的多项新专利让一些分析师猜测，该公司的下一个重磅炸弹还有不到一年的时间。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a904191373c7448dd74f7bc84dbae91\" tg-width=\"2000\" tg-height=\"1054\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社</span></p></blockquote></p><p></p><p><b>Is Apple entering the metaverse?</b></p><p><blockquote><b>苹果正在进入元宇宙吗？</b></blockquote></p><p>In late November,<b>Morgan Stanley</b> issued a note to investors highlighting that Apple is planning to launch a new hardware product, in particular an augmented reality/virtual reality (AR/VR) headset. Apple analyst Ming-Chi Kuo is estimating that the headset could launch during the fourth quarter of 2022. Apple&#39;s entrance to the metaverse looks even more likely as a new Bloomberg report suggests that the company hired <b>Meta Platforms</b>&#39;(NASDAQ:FB) augmented reality communications lead.</p><p><blockquote>11月下旬，<b>摩根士丹利</b>向投资者发出说明，强调苹果正计划推出一款新的硬件产品，特别是增强现实/虚拟现实（AR/VR）头显。苹果分析师郭明𫓹估计，这款耳机可能会在 2022 年第四季度推出。苹果公司进入元宇宙的可能性看起来更大，因为彭博社的一份新报告表明该公司聘请了<b>元平台</b>（纳斯达克股票代码：FB）增强现实通信领域的领导者。</blockquote></p><p>According to data from IDC, Meta holds the top spot for global shipments of VR headsets, controlling 75% of the market. However,Apple&#39;s entrance into the metaverse could open up another multi-billion dollar opportunity for the company as it looks to steal market share away from Meta and other incumbents. Per IDC&#39;s forecast, the market for AR/VR headsets will increase from 9 million units in 2021 to 50 million by 2025.</p><p><blockquote>根据IDC的数据，Meta占据了全球VR头显出货量的头把交椅，控制了75%的市场。然而， 苹果进入元宇宙可能会为该公司带来另一个数十亿美元的机会， 因为它希望从 Meta 和其他现有企业手中窃取市场份额。根据IDC的预测，AR/VR头显市场将从2021年的900万台增加到2025年的5000万台。</blockquote></p><p><b>Now what?</b></p><p><blockquote><b>现在怎么办？</b></blockquote></p><p>On the surface, trimming an existing position and taking some gains off the table may seem like a prudent option, if not a tempting one. Although the Federal Reserve provided some clarity on how it plans to combat inflation, concrete timeframes around tapering and rate hikes are still variable. For this reason, investors cannot know for certain when supply chain challenges will subside, allowing Apple and its suppliers the ability to operate under more normal circumstances.</p><p><blockquote>从表面上看，削减现有头寸并获得一些收益似乎是一个谨慎的选择，如果不是一个诱人的选择的话。尽管美联储就其计划如何对抗通胀提供了一些澄清，但缩减规模和加息的具体时间表仍然可变。因此，投资者无法确定供应链挑战何时会消退，从而使苹果及其供应商能够在更正常的情况下运营。</blockquote></p><p>Despite these uncertainties, Apple has several catalysts in its pipeline which should provide investors some confidence. New iPhones and the launch of an AR/VR headset, the latter of which will allow Apple to enter a new addressable market served by both its product<i>and</i>services businesses, make it hard to contest that growth<i>isn&#39;t</i>on the horizon. The biggest questions revolve around when this growth could occur and to what magnitude. Although investors cannot go wrong taking a profit, Apple&#39;s strong balance sheet and product expertise make it a compelling must-buy (and hold) stock for 2022.</p><p><blockquote>尽管存在这些不确定性，苹果仍有几个催化剂正在酝酿中，这应该会给投资者提供一些信心。新款 iPhone 和推出 AR/VR 头显，后者将使苹果能够进入由其两款产品服务的新的可定位市场<i>和</i>服务企业，使其难以挑战这种增长<i>不是</i>在地平线上。最大的问题围绕着这种增长何时会发生以及会发生多大。尽管投资者获利了结不会错，但苹果强大的资产负债表和产品专业知识使其成为 2022 年引人注目的必买（并持有）股票。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/30/is-apple-a-must-own-stock-in-2022/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/12/30/is-apple-a-must-own-stock-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181320224","content_text":"Key PointsSome might think it prudent to lock in their gains as Apple's market cap nears $3 trillion.Demand for iPhone13 is weakening as we head into 2022.New products such as a virtual reality headset are rumored to enter the market in 2022 and could serve as a new growth catalyst for the company.The market has witnessed significant sell-offs in many growth stocks over the last several weeks. These sell-offs were driven by many different factors including slowing growth in stay-at-home stocks, lingering fears of inflation, and tax harvesting. As a result, valuation multiples have compressed, making it challenging for investors to navigate which stocks may be worth exploring for 2022.Apple(NASDAQ:AAPL) stock is up nearly 40% year to date, handily topping the S&P 500's return of 28%. But as demand for the iPhone 13 wanes and the company's market capitalization climbs higher, whether to hold onto Apple stock or sell in the new year is a tough decision for investors.Can Apple's market cap go any higher?As of the time of this article, Apple is the largest company in the world by market capitalization, closing in on a valuation of $3 trillion. For the fiscal quarter ended Sept. 25, Apple reported 29% revenue growth year over year. The company generated 33% growth on the product side of the business driven by strong iPhone sales, and also reported 26% growth in services while wearables grew 13% year over year. What may be even more impressive than its revenue growth is the amount of cash that Apple generates; the company's trailing-12-month free cash flow is $93 billion.Apple is commanding strong growth across its entire suite of revenue streams from services, wearables, and other hardware products. Although the long-term prospects for Apple appear strong, investors recently learned that the Federal Reserve will begin to taper asset purchases in an effort to combat inflation, and it is likely that 2022 will come with multiple rate hikes.This dynamic presents a conundrum for investors because Apple is generating healthy growth on both the products and services sides of its business. However, given the stock's year-to-date performance coupled with lingering concerns around inflation, it tempting for investors to trim their existing positions and lock in some gains. Considering the company revised its forecast for iPhone 13 downwards and the supply chain disruptions it is facing, it's hard to assess whether Apple has any upward momentum that could push the stock higher.IMAGE SOURCE: GETTY IMAGESWeak iPhone demand and supply chain challengesApple originally forecasted to produce 90 million iPhone 13 models during the final three months of the year, just in time for the holiday shopping season. Due to COVID-fueled supply chain disruptions, key manufacturing partners such as Broadcom and Texas Instruments have struggled to deliver enough components. These supply constraints caused Apple, one of the largest chip buyers in the world, to slash its forecast for the new iPhone by 10 million units.The supply side issues were in addition to another problem for Apple: consumer demand. A recent Bloomberg report indicated that Apple informed its component suppliers thatdemandfor the iPhone 13 was weaker than initially anticipated due to long wait times. Product shortages and ongoing delivery delays for shoppers caused by supply chain issues have some consumers deciding to do without luxury purchases and upgrading to a new iPhone.With this recipe of problems, it is easy for investors to lose sight of the bigger picture. It is important to keep in mind that the disorder caused by inflation and supply chain will not last forever. Rather, these are hiccups that investors must learn to navigate during times of economic uncertainty.But Apple has major optionality on its side. Despite weaker than anticipated iPhone 13 demand, the company is not anchoring itself on one singular product release. Apple is investing in new product development and investors should expect to see these materialize in 2022. Namely, the company is set to launch its iPhone SE 3 during the first half of 2022. This could serve as a lucrative catalyst for Apple because this device is more budget friendly compared to higher-end hardware. Additionally, a number of new patents filed by Apple have some analysts speculating that the company's next blockbuster hit is less than a year away.IMAGE SOURCE: GETTY IMAGESIs Apple entering the metaverse?In late November,Morgan Stanley issued a note to investors highlighting that Apple is planning to launch a new hardware product, in particular an augmented reality/virtual reality (AR/VR) headset. Apple analyst Ming-Chi Kuo is estimating that the headset could launch during the fourth quarter of 2022. Apple's entrance to the metaverse looks even more likely as a new Bloomberg report suggests that the company hired Meta Platforms'(NASDAQ:FB) augmented reality communications lead.According to data from IDC, Meta holds the top spot for global shipments of VR headsets, controlling 75% of the market. However,Apple's entrance into the metaverse could open up another multi-billion dollar opportunity for the company as it looks to steal market share away from Meta and other incumbents. Per IDC's forecast, the market for AR/VR headsets will increase from 9 million units in 2021 to 50 million by 2025.Now what?On the surface, trimming an existing position and taking some gains off the table may seem like a prudent option, if not a tempting one. Although the Federal Reserve provided some clarity on how it plans to combat inflation, concrete timeframes around tapering and rate hikes are still variable. For this reason, investors cannot know for certain when supply chain challenges will subside, allowing Apple and its suppliers the ability to operate under more normal circumstances.Despite these uncertainties, Apple has several catalysts in its pipeline which should provide investors some confidence. New iPhones and the launch of an AR/VR headset, the latter of which will allow Apple to enter a new addressable market served by both its productandservices businesses, make it hard to contest that growthisn'ton the horizon. The biggest questions revolve around when this growth could occur and to what magnitude. Although investors cannot go wrong taking a profit, Apple's strong balance sheet and product expertise make it a compelling must-buy (and hold) stock for 2022.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696572147,"gmtCreate":1640741847889,"gmtModify":1640741848262,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568161254291931","authorIdStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Thin volume week","listText":"Thin volume week","text":"Thin volume week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696572147","repostId":"1186633322","repostType":4,"isVote":1,"tweetType":1,"viewCount":2942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696177851,"gmtCreate":1640656323293,"gmtModify":1640656794992,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568161254291931","authorIdStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696177851","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":2524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696037797,"gmtCreate":1640572144029,"gmtModify":1640572144372,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568161254291931","authorIdStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Hopefully santa coming this year as well","listText":"Hopefully santa coming this year as well","text":"Hopefully santa coming this year as well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696037797","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohunote.com/m/news/2194177239?lang=zh_CN&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500  is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周归来，进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</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; 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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\">\nSanta Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-12-27 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周归来，进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Yahoo Finance</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":{"BK4096":"电气部件与设备","BK4541":"氢能源","SPY.AU":"SPDR® S&P 500® ETF Trust","FCEL":"燃料电池能源"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"FCEL":0.9,"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":2948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698185656,"gmtCreate":1640318465033,"gmtModify":1640319165983,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568161254291931","authorIdStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Santa coming","listText":"Santa coming","text":"Santa coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698185656","repostId":"2193078140","repostType":4,"isVote":1,"tweetType":1,"viewCount":2695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691568230,"gmtCreate":1640221846551,"gmtModify":1640221846911,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568161254291931","authorIdStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Nice close","listText":"Nice close","text":"Nice close","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691568230","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691350242,"gmtCreate":1640140118926,"gmtModify":1640140119268,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568161254291931","authorIdStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Risk on again","listText":"Risk on again","text":"Risk on again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691350242","repostId":"2193663561","repostType":4,"isVote":1,"tweetType":1,"viewCount":1777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693518412,"gmtCreate":1640049212249,"gmtModify":1640049212620,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568161254291931","authorIdStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693518412","repostId":"1191747148","repostType":4,"repost":{"id":"1191747148","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640048148,"share":"https://www.laohunote.com/m/news/1191747148?lang=zh_CN&edition=full","pubTime":"2021-12-21 08:55","market":"us","language":"en","title":"Is Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师称股价正在走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191747148","media":"Benzinga Earnings","summary":"A Bank of America analyst has reiterated a Buy rating and a $191 price objective for the Walt Disney","content":"<p>A Bank of America&nbsp;analyst has reiterated a Buy rating and a $191 price objective for the&nbsp;<b>Walt Disney Co.</b>, citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.</p><p><blockquote>美国银行分析师重申了该公司的买入评级和 191 美元的目标价<b>华特迪士尼公司。</b>他指出，该公司的影院上映令人失望，同时对其 Disney+ 流媒体服务及其主题公园近期的游客人数表示乐观。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cb1da51eaf9609e137c1a52810a44865\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>On The Small Screen:</b>In a new paper, BofA research analyst<b>Jessica Reif Ehrlich</b>stated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.” She estimated Disney+ will add 7 million new subscribers thanks to content additions including “The Beatles: Get Back,” “Hawkeye” and the upcoming “Boba Fett,” along with the streaming presentation of its popular theatrical films “Jungle Cruise” and “Shang-Chi and the Legend of the Ten Rings.”</p><p><blockquote><b>在小屏幕上：</b>美国银行研究分析师在一篇新论文中<b>杰西卡·雷夫·埃尔利希</b>迪士尼表示 “在主题公园容量的持续增长和 22 财年下半年内容的改善的推动下，迪士尼仍处于复苏的有利位置”。她估计，由于《披头士：回来》、《鹰眼》和即将上映的《波巴-费特》等内容的增加，以及其热门院线电影《丛林巡航》和《尚气与十环传奇》的流媒体播放，Disney+ 将新增 700 万用户。</blockquote></p><p> She also opined that the popularity of “The Beatles: Get Back” could spur Disney to diversify its content “beyond their traditional brands” in order to bring in more Disney+ subscribers.</p><p><blockquote>她还认为，《披头士乐队：回来》的流行可能会促使迪士尼 “超越传统品牌”，使其内容多样化，以吸引更多的 Disney+ 用户。</blockquote></p><p> <b>On The Big Screen:</b>In the current weekend’s theatrical release slate, Disney has four films among the top 10 grossing movies in U.S. theaters; it also has a co-financing and profit-sharing agreement with&nbsp;<b>Sony Pictures</b>&nbsp;for the current box office champ, \"Spider-Man: No Way Home,\" which Sony is releasing.</p><p><blockquote><b>在大屏幕上：</b>在本周末的影院上映名单中，迪士尼有四部影片跻身美国影院票房前十名；本集团亦与<b>索尼影业</b>对于目前的票房冠军，索尼正在上映的《蜘蛛侠：英雄无归》。</blockquote></p><p> However, Ehrlich wrote that the Disney “theatrical releases during the quarter disappointed, likely due to the surging Omicron variant. As a result, DIS will once again be forced to re-evaluate their film release strategy for 2022. We believe the success of Disney+ is a key tenet of the bull thesis, and if the box office remains depressed, films could be utilized as an important subscriber acquisition tool for DIS+.”</p><p><blockquote>不过，埃尔利希写道，迪士尼 “本季度的影院上映令人失望，这可能是由于奥密克戎变体激增所致。因此，DIS 将再次被迫重新评估 2022 年的电影发行策略。我们认为，Disney+ 的成功是牛市论点的一个关键原则，如果票房仍然低迷，电影可以作为 DIS+ 获取用户的重要工具”。</blockquote></p><p> <b>In The Theme Parks:</b>Looking at the Disney theme parks operations, Ehrlich anticipated the first quarter of 2022 “will reflect signs of improvement in attendance,” noting the omicron variant of the coronavirus has yet to have “a significant impact on attendance thus far.”</p><p><blockquote><b>在主题公园：</b>展望迪斯尼主题公园的运营情况，埃尔利希预计 2022 年第一季度 “将反映出游客人数有所改善的迹象”，并指出冠状病毒的奥密克戎变种 “迄今为止尚未对游客人数产生重大影响”。</blockquote></p><p> She also predicted that “improving operating leverage in the parks” will offset “incremental headwinds in content sales/licensing” created by a lack of political advertising, increased costs for NFL and college football and lower international channels.</p><p><blockquote>她还预测，“提高公园的运营杠杆 ”将抵消因缺乏政治广告、NFL 和大学橄榄球成本增加以及国际频道减少而造成的 “内容销售/授权方面的渐进式阻力 ”。</blockquote></p><p> <b>In The Near Future:</b>Looking forward, she forecasted a FYQ1 EBIT of $1.52 billion and earnings per share of 37 cents, up from a previous forecast of $1.50 billion and 35 cents. However, she also cautioned that potential risks await the company, including “a significant slowdown in ESPN's growth due&nbsp;to cord cutting, weakened consumer confidence and softer theme park attendance,&nbsp;advertising weakness due to softer audience delivery and/or economic conditions and/or&nbsp;film flops and poor execution with respect to the 21CF integration.”</p><p><blockquote><b>在不久的将来：</b>展望未来，她预测第一季度息税前利润为 15.2 亿美元，每股收益为 37 美分，高于之前预测的 15 亿美元和 35 美分。不过，她也警告说，潜在的风险正等待着公司，包括 “由于剪线、消费者信心减弱和主题公园游客量疲软导致 ESPN 的增长大幅放缓，由于观众交付疲软和/或经济状况和/或电影失败以及 21CF 整合执行不力导致广告疲软”。</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 Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师称股价正在走高</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 Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师称股价正在走高</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 Earnings </p>\n<p class=\"h-time smaller\">2021-12-21 08:55</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>A Bank of America&nbsp;analyst has reiterated a Buy rating and a $191 price objective for the&nbsp;<b>Walt Disney Co.</b>, citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.</p><p><blockquote>美国银行分析师重申了该公司的买入评级和 191 美元的目标价<b>华特迪士尼公司。</b>他指出，该公司的影院上映令人失望，同时对其 Disney+ 流媒体服务及其主题公园近期的游客人数表示乐观。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cb1da51eaf9609e137c1a52810a44865\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>On The Small Screen:</b>In a new paper, BofA research analyst<b>Jessica Reif Ehrlich</b>stated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.” She estimated Disney+ will add 7 million new subscribers thanks to content additions including “The Beatles: Get Back,” “Hawkeye” and the upcoming “Boba Fett,” along with the streaming presentation of its popular theatrical films “Jungle Cruise” and “Shang-Chi and the Legend of the Ten Rings.”</p><p><blockquote><b>在小屏幕上：</b>美国银行研究分析师在一篇新论文中<b>杰西卡·雷夫·埃尔利希</b>迪士尼表示 “在主题公园容量的持续增长和 22 财年下半年内容的改善的推动下，迪士尼仍处于复苏的有利位置”。她估计，由于《披头士：回来》、《鹰眼》和即将上映的《波巴-费特》等内容的增加，以及其热门院线电影《丛林巡航》和《尚气与十环传奇》的流媒体播放，Disney+ 将新增 700 万用户。</blockquote></p><p> She also opined that the popularity of “The Beatles: Get Back” could spur Disney to diversify its content “beyond their traditional brands” in order to bring in more Disney+ subscribers.</p><p><blockquote>她还认为，《披头士乐队：回来》的流行可能会促使迪士尼 “超越传统品牌”，使其内容多样化，以吸引更多的 Disney+ 用户。</blockquote></p><p> <b>On The Big Screen:</b>In the current weekend’s theatrical release slate, Disney has four films among the top 10 grossing movies in U.S. theaters; it also has a co-financing and profit-sharing agreement with&nbsp;<b>Sony Pictures</b>&nbsp;for the current box office champ, \"Spider-Man: No Way Home,\" which Sony is releasing.</p><p><blockquote><b>在大屏幕上：</b>在本周末的影院上映名单中，迪士尼有四部影片跻身美国影院票房前十名；本集团亦与<b>索尼影业</b>对于目前的票房冠军，索尼正在上映的《蜘蛛侠：英雄无归》。</blockquote></p><p> However, Ehrlich wrote that the Disney “theatrical releases during the quarter disappointed, likely due to the surging Omicron variant. As a result, DIS will once again be forced to re-evaluate their film release strategy for 2022. We believe the success of Disney+ is a key tenet of the bull thesis, and if the box office remains depressed, films could be utilized as an important subscriber acquisition tool for DIS+.”</p><p><blockquote>不过，埃尔利希写道，迪士尼 “本季度的影院上映令人失望，这可能是由于奥密克戎变体激增所致。因此，DIS 将再次被迫重新评估 2022 年的电影发行策略。我们认为，Disney+ 的成功是牛市论点的一个关键原则，如果票房仍然低迷，电影可以作为 DIS+ 获取用户的重要工具”。</blockquote></p><p> <b>In The Theme Parks:</b>Looking at the Disney theme parks operations, Ehrlich anticipated the first quarter of 2022 “will reflect signs of improvement in attendance,” noting the omicron variant of the coronavirus has yet to have “a significant impact on attendance thus far.”</p><p><blockquote><b>在主题公园：</b>展望迪斯尼主题公园的运营情况，埃尔利希预计 2022 年第一季度 “将反映出游客人数有所改善的迹象”，并指出冠状病毒的奥密克戎变种 “迄今为止尚未对游客人数产生重大影响”。</blockquote></p><p> She also predicted that “improving operating leverage in the parks” will offset “incremental headwinds in content sales/licensing” created by a lack of political advertising, increased costs for NFL and college football and lower international channels.</p><p><blockquote>她还预测，“提高公园的运营杠杆 ”将抵消因缺乏政治广告、NFL 和大学橄榄球成本增加以及国际频道减少而造成的 “内容销售/授权方面的渐进式阻力 ”。</blockquote></p><p> <b>In The Near Future:</b>Looking forward, she forecasted a FYQ1 EBIT of $1.52 billion and earnings per share of 37 cents, up from a previous forecast of $1.50 billion and 35 cents. However, she also cautioned that potential risks await the company, including “a significant slowdown in ESPN's growth due&nbsp;to cord cutting, weakened consumer confidence and softer theme park attendance,&nbsp;advertising weakness due to softer audience delivery and/or economic conditions and/or&nbsp;film flops and poor execution with respect to the 21CF integration.”</p><p><blockquote><b>在不久的将来：</b>展望未来，她预测第一季度息税前利润为 15.2 亿美元，每股收益为 37 美分，高于之前预测的 15 亿美元和 35 美分。不过，她也警告说，潜在的风险正等待着公司，包括 “由于剪线、消费者信心减弱和主题公园游客量疲软导致 ESPN 的增长大幅放缓，由于观众交付疲软和/或经济状况和/或电影失败以及 21CF 整合执行不力导致广告疲软”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191747148","content_text":"A Bank of America analyst has reiterated a Buy rating and a $191 price objective for the Walt Disney Co., citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.\n\nOn The Small Screen:In a new paper, BofA research analystJessica Reif Ehrlichstated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.” She estimated Disney+ will add 7 million new subscribers thanks to content additions including “The Beatles: Get Back,” “Hawkeye” and the upcoming “Boba Fett,” along with the streaming presentation of its popular theatrical films “Jungle Cruise” and “Shang-Chi and the Legend of the Ten Rings.”\nShe also opined that the popularity of “The Beatles: Get Back” could spur Disney to diversify its content “beyond their traditional brands” in order to bring in more Disney+ subscribers.\nOn The Big Screen:In the current weekend’s theatrical release slate, Disney has four films among the top 10 grossing movies in U.S. theaters; it also has a co-financing and profit-sharing agreement with Sony Pictures for the current box office champ, \"Spider-Man: No Way Home,\" which Sony is releasing.\nHowever, Ehrlich wrote that the Disney “theatrical releases during the quarter disappointed, likely due to the surging Omicron variant. As a result, DIS will once again be forced to re-evaluate their film release strategy for 2022. We believe the success of Disney+ is a key tenet of the bull thesis, and if the box office remains depressed, films could be utilized as an important subscriber acquisition tool for DIS+.”\nIn The Theme Parks:Looking at the Disney theme parks operations, Ehrlich anticipated the first quarter of 2022 “will reflect signs of improvement in attendance,” noting the omicron variant of the coronavirus has yet to have “a significant impact on attendance thus far.”\nShe also predicted that “improving operating leverage in the parks” will offset “incremental headwinds in content sales/licensing” created by a lack of political advertising, increased costs for NFL and college football and lower international channels.\nIn The Near Future:Looking forward, she forecasted a FYQ1 EBIT of $1.52 billion and earnings per share of 37 cents, up from a previous forecast of $1.50 billion and 35 cents. However, she also cautioned that potential risks await the company, including “a significant slowdown in ESPN's growth due to cord cutting, weakened consumer confidence and softer theme park attendance, advertising weakness due to softer audience delivery and/or economic conditions and/or film flops and poor execution with respect to the 21CF integration.”","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699707656,"gmtCreate":1639887727987,"gmtModify":1639887728315,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568161254291931","authorIdStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699707656","repostId":"2192035909","repostType":4,"isVote":1,"tweetType":1,"viewCount":1816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690346084,"gmtCreate":1639642518063,"gmtModify":1639642518414,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568161254291931","authorIdStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Nice bounce for semis","listText":"Nice bounce for semis","text":"Nice bounce for semis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690346084","repostId":"1139829157","repostType":4,"repost":{"id":"1139829157","kind":"news","pubTimestamp":1639621783,"share":"https://www.laohunote.com/m/news/1139829157?lang=zh_CN&edition=full","pubTime":"2021-12-16 10:29","market":"us","language":"en","title":"Why Nvidia Stock Finally Popped<blockquote>为什么英伟达股价最终暴涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139829157","media":"Motley Fool","summary":"What happened\nFor five long days, it looked like Nvidia(NASDAQ:NVDA)stock could do no right-- the sh","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> For five long days, it looked like&nbsp;<b>Nvidia</b>(NASDAQ:NVDA)stock&nbsp;could do no right-- the share price just kept dropping as investors sought out cheaper ways to play&nbsp;the global semiconductor shortage.</p><p><blockquote>在漫长的五天里，它看起来像<b>英伟达</b>（纳斯达克股票代码：NVDA）股票可能表现不佳——随着投资者寻找更便宜的方式来应对全球半导体短缺，股价持续下跌。</blockquote></p><p> That ended Wednesday morning when traders latched on to some positive commentary from an analyst at KeyBanc. As of 4 p.m. ET, Nvidia stock was up&nbsp;7.49%.</p><p><blockquote>周三上午，交易员们从 KeyBanc 的一位分析师那里得到了一些积极的评论。截至下午 4 点美国东部时间，英伟达股价上涨 7.49%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> What did KeyBanc analyst John Vinn say to stop the slide? Not a lot, actually -- but apparently, enough.</p><p><blockquote>KeyBanc 分析师 John Vinn 说了什么来阻止下滑？实际上不多，但显然足够了。</blockquote></p><p> As&nbsp;StreetInsider.com&nbsp;reports, the bank's \"November cloud instance tracker\" is showing strong demand for cloud computing services (and Nvidia's semiconductors help with those). Specifically, \"instances\" of cloud computing services being used grew by 29% year over year in November, and by 6% in comparison to October. The news was best for&nbsp;<b>Microsoft</b>'s(NASDAQ:MSFT)Azure business, and&nbsp;<b>Amazon</b>'s(NASDAQ:AMZN)AWS, both of which grew faster than average year over year.</p><p><blockquote>据 StreetInsider.com 报道，该银行的“11 月云实例跟踪器”显示了对云计算服务的强劲需求（英伟达的半导体有助于满足这些需求）。具体来说，11月份使用的云计算服务“实例”同比增长29%，与10月份相比增长6%。这个消息对<b>微软</b>s（纳斯达克股票代码：MSFT）Azure 业务，以及<b>亚马逊</b>s（纳斯达克股票代码：AMZN）AWS，这两家公司的同比增长速度都快于平均水平。</blockquote></p><p> Looking at the chipmakers, KeyBanc was most optimistic about&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD), whose chips largely power Microsoft's Azure, and less so about&nbsp;<b>Intel</b>(NASDAQ:INTC), noting that Intel's processor deployments grew 4% month over month and 22% year over year across all major cloud services providers -- below the averages.</p><p><blockquote>从芯片制造商来看，KeyBanc最看好<b>先进微器件</b>（纳斯达克股票代码：AMD），其芯片在很大程度上为微软的 Azure 提供动力，而关于<b>英特尔</b>（纳斯达克股票代码：INTC），指出英特尔所有主要云服务提供商的处理器部署量环比增长 4%，同比增长 22%，低于平均水平。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> And Nvidia? That's the strange thing. According to KeyBanc, the&nbsp;semiconductor&nbsp;company's \"instances\" number grew only 25% year over year -- good, but still below average. And Nvidia's growth was only 1% sequentially from October.</p><p><blockquote>英伟达呢？这就是奇怪的地方。根据 KeyBanc 的数据，这家半导体公司的“实例”数量同比仅增长了 25%，这很好，但仍低于平均水平。而英伟达与10月份相比仅环比增长1%。</blockquote></p><p> In the final analysis, KeyBanc declared these results positive for AMD, \"moderately negative\" for Intel, and only neutral for Nvidia. That wasn't great news, but it seems to have been at least enough to stop the sell-off of Nvidia's shares.</p><p><blockquote>在最终分析中，KeyBanc宣布这些结果对AMD有利，对英特尔有利，对英伟达有利，对英伟达只有中性。这不是什么好消息，但似乎至少足以阻止英伟达股票的抛售。</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>Why Nvidia Stock Finally Popped<blockquote>为什么英伟达股价最终暴涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nvidia Stock Finally Popped<blockquote>为什么英伟达股价最终暴涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-16 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> For five long days, it looked like&nbsp;<b>Nvidia</b>(NASDAQ:NVDA)stock&nbsp;could do no right-- the share price just kept dropping as investors sought out cheaper ways to play&nbsp;the global semiconductor shortage.</p><p><blockquote>在漫长的五天里，它看起来像<b>英伟达</b>（纳斯达克股票代码：NVDA）股票可能表现不佳——随着投资者寻找更便宜的方式来应对全球半导体短缺，股价持续下跌。</blockquote></p><p> That ended Wednesday morning when traders latched on to some positive commentary from an analyst at KeyBanc. As of 4 p.m. ET, Nvidia stock was up&nbsp;7.49%.</p><p><blockquote>周三上午，交易员们从 KeyBanc 的一位分析师那里得到了一些积极的评论。截至下午 4 点美国东部时间，英伟达股价上涨 7.49%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> What did KeyBanc analyst John Vinn say to stop the slide? Not a lot, actually -- but apparently, enough.</p><p><blockquote>KeyBanc 分析师 John Vinn 说了什么来阻止下滑？实际上不多，但显然足够了。</blockquote></p><p> As&nbsp;StreetInsider.com&nbsp;reports, the bank's \"November cloud instance tracker\" is showing strong demand for cloud computing services (and Nvidia's semiconductors help with those). Specifically, \"instances\" of cloud computing services being used grew by 29% year over year in November, and by 6% in comparison to October. The news was best for&nbsp;<b>Microsoft</b>'s(NASDAQ:MSFT)Azure business, and&nbsp;<b>Amazon</b>'s(NASDAQ:AMZN)AWS, both of which grew faster than average year over year.</p><p><blockquote>据 StreetInsider.com 报道，该银行的“11 月云实例跟踪器”显示了对云计算服务的强劲需求（英伟达的半导体有助于满足这些需求）。具体来说，11月份使用的云计算服务“实例”同比增长29%，与10月份相比增长6%。这个消息对<b>微软</b>s（纳斯达克股票代码：MSFT）Azure 业务，以及<b>亚马逊</b>s（纳斯达克股票代码：AMZN）AWS，这两家公司的同比增长速度都快于平均水平。</blockquote></p><p> Looking at the chipmakers, KeyBanc was most optimistic about&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD), whose chips largely power Microsoft's Azure, and less so about&nbsp;<b>Intel</b>(NASDAQ:INTC), noting that Intel's processor deployments grew 4% month over month and 22% year over year across all major cloud services providers -- below the averages.</p><p><blockquote>从芯片制造商来看，KeyBanc最看好<b>先进微器件</b>（纳斯达克股票代码：AMD），其芯片在很大程度上为微软的 Azure 提供动力，而关于<b>英特尔</b>（纳斯达克股票代码：INTC），指出英特尔所有主要云服务提供商的处理器部署量环比增长 4%，同比增长 22%，低于平均水平。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> And Nvidia? That's the strange thing. According to KeyBanc, the&nbsp;semiconductor&nbsp;company's \"instances\" number grew only 25% year over year -- good, but still below average. And Nvidia's growth was only 1% sequentially from October.</p><p><blockquote>英伟达呢？这就是奇怪的地方。根据 KeyBanc 的数据，这家半导体公司的“实例”数量同比仅增长了 25%，这很好，但仍低于平均水平。而英伟达与10月份相比仅环比增长1%。</blockquote></p><p> In the final analysis, KeyBanc declared these results positive for AMD, \"moderately negative\" for Intel, and only neutral for Nvidia. That wasn't great news, but it seems to have been at least enough to stop the sell-off of Nvidia's shares.</p><p><blockquote>在最终分析中，KeyBanc宣布这些结果对AMD有利，对英特尔有利，对英伟达有利，对英伟达只有中性。这不是什么好消息，但似乎至少足以阻止英伟达股票的抛售。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/15/why-nvidia-stock-finally-popped-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/12/15/why-nvidia-stock-finally-popped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139829157","content_text":"What happened\nFor five long days, it looked like Nvidia(NASDAQ:NVDA)stock could do no right-- the share price just kept dropping as investors sought out cheaper ways to play the global semiconductor shortage.\nThat ended Wednesday morning when traders latched on to some positive commentary from an analyst at KeyBanc. As of 4 p.m. ET, Nvidia stock was up 7.49%.\nSo what\nWhat did KeyBanc analyst John Vinn say to stop the slide? Not a lot, actually -- but apparently, enough.\nAs StreetInsider.com reports, the bank's \"November cloud instance tracker\" is showing strong demand for cloud computing services (and Nvidia's semiconductors help with those). Specifically, \"instances\" of cloud computing services being used grew by 29% year over year in November, and by 6% in comparison to October. The news was best for Microsoft's(NASDAQ:MSFT)Azure business, and Amazon's(NASDAQ:AMZN)AWS, both of which grew faster than average year over year.\nLooking at the chipmakers, KeyBanc was most optimistic about Advanced Micro Devices(NASDAQ:AMD), whose chips largely power Microsoft's Azure, and less so about Intel(NASDAQ:INTC), noting that Intel's processor deployments grew 4% month over month and 22% year over year across all major cloud services providers -- below the averages.\nNow what\nAnd Nvidia? That's the strange thing. According to KeyBanc, the semiconductor company's \"instances\" number grew only 25% year over year -- good, but still below average. And Nvidia's growth was only 1% sequentially from October.\nIn the final analysis, KeyBanc declared these results positive for AMD, \"moderately negative\" for Intel, and only neutral for Nvidia. That wasn't great news, but it seems to have been at least enough to stop the sell-off of Nvidia's shares.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604197319,"gmtCreate":1639357314959,"gmtModify":1639357315274,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568161254291931","authorIdStr":"3568161254291931"},"themes":[],"title":"","htmlText":"3 trillion market cap&nbsp;","listText":"3 trillion market cap&nbsp;","text":"3 trillion market cap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604197319","repostId":"1175891189","repostType":4,"repost":{"id":"1175891189","kind":"news","pubTimestamp":1639354864,"share":"https://www.laohunote.com/m/news/1175891189?lang=zh_CN&edition=full","pubTime":"2021-12-13 08:21","market":"us","language":"en","title":"2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass<blockquote>2022 年持有苹果股票的 2 个理由：iPhone、苹果玻璃</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175891189","media":"TheStreet","summary":"As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform st","content":"<p>As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform strongly into the new year. Here are two reasons why they may be right.</p><p><blockquote>随着2021年接近尾声，投资者似乎有信心苹果股票将在新的一年继续强劲表现。以下是他们可能是对的两个原因。</blockquote></p><p> Wall Street analysts continue to debate whether Apple stock&nbsp;is a buy as we head into 2022. Recently,I presented the bear argument&nbsp;that, if proven right, could foretell a drop of around 18% in the stock price.</p><p><blockquote>随着 2022 年的到来，华尔街分析师继续争论苹果股票是否值得买入。最近，我提出了看跌论点，如果被证明是正确的，可能会预测股价下跌约 18%。</blockquote></p><p> But investors seem to be siding with bulls at the moment, as AAPL shares continue to make fresh highs. Today, I talk about two key reasons recently presented by analysts suggesting that Apple stock could be a good bet for the new year.</p><p><blockquote>但目前投资者似乎站在多头一边，因为 AAPL 股价继续创下新高。今天，我来谈谈分析师最近提出的两个关键原因，这两个原因表明苹果股票可能是新的一年的不错选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2e0accd2eec6d8660139f01d4786050\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's iPhone 13, Apple Watch and AirPods Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的iPhone 13、苹果手表和AirPods Pro。</span></p></blockquote></p><p> <b>iPhone: not all about the holiday</b></p><p><blockquote><b>iPhone：不全是关于假期</b></blockquote></p><p> The recent headlines have highlighted&nbsp;the expected performance of the iPhone&nbsp;in the current holiday period. Bloomberg hinted at a slowdown in demand, supported by alleged order cancellations with suppliers. The data point&nbsp;contradicted earlier Wall Street projections&nbsp;for an above-estimate volume of iPhone shipments in the current shopping season.</p><p><blockquote>最近的头条新闻突出了iPhone在当前假期的预期表现。彭博社暗示需求放缓，原因是供应商涉嫌取消订单。这一数据点与华尔街早些时候对当前购物季 iPhone 出货量高于预期的预测相矛盾。</blockquote></p><p> But DigiTimes Taiwan has recently&nbsp;shifted&nbsp;the focus of attention to the longer term. According to the publication, Apple is looking to “[increase] iPhone shipments by 30% for the first half of next year with the larger goal of exceeding 300 million iPhone shipments in 2022.”</p><p><blockquote>但台湾数字时代最近将注意力转移到了长期。据该出版物称，苹果希望 “明年上半年 iPhone 出货量[增加]30%，更大的目标是在 2022 年超过 3 亿部 iPhone 出货量”。</blockquote></p><p> If confirmed, this would represent massive YOY improvement, especially in the first few months of the year. Keep in mind (chart below) that the Cupertino company dropped the mic on iPhone sales in the early part of 2021, setting the bar very high for growth in 2022.</p><p><blockquote>如果得到证实，这将代表着同比的巨大改善，尤其是在今年的前几个月。请记住（下图），这家库比蒂诺公司在2021年初放弃了iPhone销售，为2022年的增长设定了非常高的门槛。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee90d77969b11205181863715e8ab4f1\" tg-width=\"784\" tg-height=\"544\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone revenue growth since F19.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：F19 以来 iPhone 收入增长。</span></p></blockquote></p><p> I would warn readers, however, not to rely too much on unofficial announcements about iPhone sales. In addition to the issue of reliability of rumors, the assumption of higher shipments could be a misread on Apple ramping up iPhone production to anticipate supply chain constraints.</p><p><blockquote>不过，我要警告读者，不要过分依赖关于iPhone销售的非官方公告。除了谣言的可靠性问题之外，出货量增加的假设可能是对苹果提高 iPhone 产量以应对供应链限制的误读。</blockquote></p><p> <b>Apple Glass: the next big thing</b></p><p><blockquote><b>苹果玻璃：下一件大事</b></blockquote></p><p> The other key reason to own AAPL in 2022 could be the introduction of a brand-new product category. Wedbush’s Dan Ives has been&nbsp;labeling&nbsp;the new device “Apple Glass”, the company’s first attempt at penetrating the AR/VR (augmented and virtual reality) space.</p><p><blockquote>2022 年持有 AAPL 的另一个关键原因可能是推出全新的产品类别。Wedbush 的丹-艾夫斯（Dan Ives）一直将这款新设备称为 “苹果眼镜”，这是该公司首次尝试打入 AR/VR（增强和虚拟现实）领域。</blockquote></p><p> Mr. Ives goes further and estimates the impact of the new product on Apple stock price. According to the analyst, the product launch “could eventually add approximately $20 per share to the sum-of-the-parts value” of the shares.</p><p><blockquote>艾夫斯先生更进一步，估计了新产品对苹果股价的影响。据这位分析师称，该产品的推出 “最终可能会使股票的每股价值增加约 20 美元”。</blockquote></p><p> Wedbush is not alone in its bullish assessment.Morgan Stanley has already suggested&nbsp;that Apple unveiling a mixed reality device in 2022 would be the key catalyst for the hotly-debated metaverse to finally take off.</p><p><blockquote>韦德布什并不是唯一一个持乐观评估的人。摩根士丹利已经表示，苹果将于 2022 年推出混合现实设备，这将是备受争议的元宇宙最终起飞的关键催化剂。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> Even as Apple stock reaches its all-time high of $175 apiece, I maintain my bullish stance on the name. Apple’s position as the most important player in consumer tech is at the center of the investment thesis, in my view.</p><p><blockquote>尽管苹果股票达到每股 175 美元的历史新高，但我仍然看好该名称。在我看来，苹果作为消费科技领域最重要参与者的地位是投资论点的核心。</blockquote></p><p> However, keep in mind that buying AAPL at peak price has produced one-year forward returns of “only” 25%, on average, during the iPhone era (i.e. since 2007). This number compares to a much better 46% average annual gain when the stock was bought following a 10% drawdown.</p><p><blockquote>不过，请记住，在 iPhone 时代（即自 2007 年以来），以最高价购买苹果公司的一年远期回报率 “仅 ”为 25%。相比之下，当该股在下跌 10% 后被买入时，平均年涨幅为 46%，要好得多。</blockquote></p><p> From current levels, therefore, I think that investors should expect to rake in lower returns than if they were buying a dip in share price.</p><p><blockquote>因此，从目前的水平来看，我认为投资者应该预期获得比在股价下跌时买入更低的回报。</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>2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass<blockquote>2022 年持有苹果股票的 2 个理由：iPhone、苹果玻璃</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\">\n2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass<blockquote>2022 年持有苹果股票的 2 个理由：iPhone、苹果玻璃</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-13 08:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform strongly into the new year. Here are two reasons why they may be right.</p><p><blockquote>随着2021年接近尾声，投资者似乎有信心苹果股票将在新的一年继续强劲表现。以下是他们可能是对的两个原因。</blockquote></p><p> Wall Street analysts continue to debate whether Apple stock&nbsp;is a buy as we head into 2022. Recently,I presented the bear argument&nbsp;that, if proven right, could foretell a drop of around 18% in the stock price.</p><p><blockquote>随着 2022 年的到来，华尔街分析师继续争论苹果股票是否值得买入。最近，我提出了看跌论点，如果被证明是正确的，可能会预测股价下跌约 18%。</blockquote></p><p> But investors seem to be siding with bulls at the moment, as AAPL shares continue to make fresh highs. Today, I talk about two key reasons recently presented by analysts suggesting that Apple stock could be a good bet for the new year.</p><p><blockquote>但目前投资者似乎站在多头一边，因为 AAPL 股价继续创下新高。今天，我来谈谈分析师最近提出的两个关键原因，这两个原因表明苹果股票可能是新的一年的不错选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2e0accd2eec6d8660139f01d4786050\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's iPhone 13, Apple Watch and AirPods Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的iPhone 13、苹果手表和AirPods Pro。</span></p></blockquote></p><p> <b>iPhone: not all about the holiday</b></p><p><blockquote><b>iPhone：不全是关于假期</b></blockquote></p><p> The recent headlines have highlighted&nbsp;the expected performance of the iPhone&nbsp;in the current holiday period. Bloomberg hinted at a slowdown in demand, supported by alleged order cancellations with suppliers. The data point&nbsp;contradicted earlier Wall Street projections&nbsp;for an above-estimate volume of iPhone shipments in the current shopping season.</p><p><blockquote>最近的头条新闻突出了iPhone在当前假期的预期表现。彭博社暗示需求放缓，原因是供应商涉嫌取消订单。这一数据点与华尔街早些时候对当前购物季 iPhone 出货量高于预期的预测相矛盾。</blockquote></p><p> But DigiTimes Taiwan has recently&nbsp;shifted&nbsp;the focus of attention to the longer term. According to the publication, Apple is looking to “[increase] iPhone shipments by 30% for the first half of next year with the larger goal of exceeding 300 million iPhone shipments in 2022.”</p><p><blockquote>但台湾数字时代最近将注意力转移到了长期。据该出版物称，苹果希望 “明年上半年 iPhone 出货量[增加]30%，更大的目标是在 2022 年超过 3 亿部 iPhone 出货量”。</blockquote></p><p> If confirmed, this would represent massive YOY improvement, especially in the first few months of the year. Keep in mind (chart below) that the Cupertino company dropped the mic on iPhone sales in the early part of 2021, setting the bar very high for growth in 2022.</p><p><blockquote>如果得到证实，这将代表着同比的巨大改善，尤其是在今年的前几个月。请记住（下图），这家库比蒂诺公司在2021年初放弃了iPhone销售，为2022年的增长设定了非常高的门槛。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee90d77969b11205181863715e8ab4f1\" tg-width=\"784\" tg-height=\"544\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone revenue growth since F19.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：F19 以来 iPhone 收入增长。</span></p></blockquote></p><p> I would warn readers, however, not to rely too much on unofficial announcements about iPhone sales. In addition to the issue of reliability of rumors, the assumption of higher shipments could be a misread on Apple ramping up iPhone production to anticipate supply chain constraints.</p><p><blockquote>不过，我要警告读者，不要过分依赖关于iPhone销售的非官方公告。除了谣言的可靠性问题之外，出货量增加的假设可能是对苹果提高 iPhone 产量以应对供应链限制的误读。</blockquote></p><p> <b>Apple Glass: the next big thing</b></p><p><blockquote><b>苹果玻璃：下一件大事</b></blockquote></p><p> The other key reason to own AAPL in 2022 could be the introduction of a brand-new product category. Wedbush’s Dan Ives has been&nbsp;labeling&nbsp;the new device “Apple Glass”, the company’s first attempt at penetrating the AR/VR (augmented and virtual reality) space.</p><p><blockquote>2022 年持有 AAPL 的另一个关键原因可能是推出全新的产品类别。Wedbush 的丹-艾夫斯（Dan Ives）一直将这款新设备称为 “苹果眼镜”，这是该公司首次尝试打入 AR/VR（增强和虚拟现实）领域。</blockquote></p><p> Mr. Ives goes further and estimates the impact of the new product on Apple stock price. According to the analyst, the product launch “could eventually add approximately $20 per share to the sum-of-the-parts value” of the shares.</p><p><blockquote>艾夫斯先生更进一步，估计了新产品对苹果股价的影响。据这位分析师称，该产品的推出 “最终可能会使股票的每股价值增加约 20 美元”。</blockquote></p><p> Wedbush is not alone in its bullish assessment.Morgan Stanley has already suggested&nbsp;that Apple unveiling a mixed reality device in 2022 would be the key catalyst for the hotly-debated metaverse to finally take off.</p><p><blockquote>韦德布什并不是唯一一个持乐观评估的人。摩根士丹利已经表示，苹果将于 2022 年推出混合现实设备，这将是备受争议的元宇宙最终起飞的关键催化剂。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> Even as Apple stock reaches its all-time high of $175 apiece, I maintain my bullish stance on the name. Apple’s position as the most important player in consumer tech is at the center of the investment thesis, in my view.</p><p><blockquote>尽管苹果股票达到每股 175 美元的历史新高，但我仍然看好该名称。在我看来，苹果作为消费科技领域最重要参与者的地位是投资论点的核心。</blockquote></p><p> However, keep in mind that buying AAPL at peak price has produced one-year forward returns of “only” 25%, on average, during the iPhone era (i.e. since 2007). This number compares to a much better 46% average annual gain when the stock was bought following a 10% drawdown.</p><p><blockquote>不过，请记住，在 iPhone 时代（即自 2007 年以来），以最高价购买苹果公司的一年远期回报率 “仅 ”为 25%。相比之下，当该股在下跌 10% 后被买入时，平均年涨幅为 46%，要好得多。</blockquote></p><p> From current levels, therefore, I think that investors should expect to rake in lower returns than if they were buying a dip in share price.</p><p><blockquote>因此，从目前的水平来看，我认为投资者应该预期获得比在股价下跌时买入更低的回报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/iphone/2-reasons-to-own-apple-stock-in-2022-iphone-apple-glass\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/2-reasons-to-own-apple-stock-in-2022-iphone-apple-glass","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175891189","content_text":"As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform strongly into the new year. Here are two reasons why they may be right.\nWall Street analysts continue to debate whether Apple stock is a buy as we head into 2022. Recently,I presented the bear argument that, if proven right, could foretell a drop of around 18% in the stock price.\nBut investors seem to be siding with bulls at the moment, as AAPL shares continue to make fresh highs. Today, I talk about two key reasons recently presented by analysts suggesting that Apple stock could be a good bet for the new year.\nFigure 1: Apple's iPhone 13, Apple Watch and AirPods Pro.\niPhone: not all about the holiday\nThe recent headlines have highlighted the expected performance of the iPhone in the current holiday period. Bloomberg hinted at a slowdown in demand, supported by alleged order cancellations with suppliers. The data point contradicted earlier Wall Street projections for an above-estimate volume of iPhone shipments in the current shopping season.\nBut DigiTimes Taiwan has recently shifted the focus of attention to the longer term. According to the publication, Apple is looking to “[increase] iPhone shipments by 30% for the first half of next year with the larger goal of exceeding 300 million iPhone shipments in 2022.”\nIf confirmed, this would represent massive YOY improvement, especially in the first few months of the year. Keep in mind (chart below) that the Cupertino company dropped the mic on iPhone sales in the early part of 2021, setting the bar very high for growth in 2022.\nFigure 2: iPhone revenue growth since F19.\nI would warn readers, however, not to rely too much on unofficial announcements about iPhone sales. In addition to the issue of reliability of rumors, the assumption of higher shipments could be a misread on Apple ramping up iPhone production to anticipate supply chain constraints.\nApple Glass: the next big thing\nThe other key reason to own AAPL in 2022 could be the introduction of a brand-new product category. Wedbush’s Dan Ives has been labeling the new device “Apple Glass”, the company’s first attempt at penetrating the AR/VR (augmented and virtual reality) space.\nMr. Ives goes further and estimates the impact of the new product on Apple stock price. According to the analyst, the product launch “could eventually add approximately $20 per share to the sum-of-the-parts value” of the shares.\nWedbush is not alone in its bullish assessment.Morgan Stanley has already suggested that Apple unveiling a mixed reality device in 2022 would be the key catalyst for the hotly-debated metaverse to finally take off.\nThe Apple Maven’s take\nEven as Apple stock reaches its all-time high of $175 apiece, I maintain my bullish stance on the name. Apple’s position as the most important player in consumer tech is at the center of the investment thesis, in my view.\nHowever, keep in mind that buying AAPL at peak price has produced one-year forward returns of “only” 25%, on average, during the iPhone era (i.e. since 2007). This number compares to a much better 46% average annual gain when the stock was bought following a 10% drawdown.\nFrom current levels, therefore, I think that investors should expect to rake in lower returns than if they were buying a dip in share 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closing","listText":"Nice closing","text":"Nice closing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605224478","repostId":"2190767366","repostType":4,"isVote":1,"tweetType":1,"viewCount":1118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605920921,"gmtCreate":1639102908879,"gmtModify":1639102909146,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568161254291931","authorIdStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Cpi data tonight will be key","listText":"Cpi data tonight will be key","text":"Cpi data tonight will be 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10:56","market":"us","language":"en","title":"Beat the market with this quant system that’s very bullish on stocks at record highs<blockquote>利用这个量化系统战胜市场，该系统非常看好创纪录高点的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157895022","media":"MarketWatch","summary":"Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do ","content":"<p>  <b>Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do so. So far his team of computer scientists’ strategy has paid off.</b>  Imagine you had a money-making machine to harvest gains in the stock market while you sat back to enjoy life.</p><p><blockquote><b>万斯-霍华德（Vance Howard）的 HCM 战术增长基金（Tactical Growwth Fund）会让你在谨慎的情况下进出股市。到目前为止，他的计算机科学家团队的策略已经取得了成效。</b>想象一下，当你坐下来享受生活时，你有一台赚钱机器在股市上收获收益。</blockquote></p><p> That’s everyone’s dream, right? Investor Vance Howard thinks he’s found it.</p><p><blockquote>这是每个人的梦想，对吧？投资者万斯-霍华德认为他找到了答案。</blockquote></p><p> Howard and his small army of computer programmers atHoward Capital Managementin Roswell, Ga., have a quantitative system that posts great returns.</p><p><blockquote>佐治亚州罗斯威尔的霍华德资本管理公司的霍华德和他的一小群计算机程序员。，有一个量化系统，发布巨大的回报。</blockquote></p><p> His HCM Tactical Growth Fund&nbsp;HCMGX,+0.35%beats its Russell 1000&nbsp;benchmark index and large-blend fund category by 8.5-10.4 percentage points annualized over the past five years, according to Morningstar. That is no small feat, and not only because it has to overcome a 2.22% fee. Beating the market is simply not easy. His HCM Dividend Sector PlusHCMQX,-0.05%) and HCM Income PlusHCMLX,+0.30%funds post similar outperformance.</p><p><blockquote>根据晨星公司的数据，他的 HCM 战术增长基金 HCMGX,+0.35% 在过去五年中以年化计算比其罗素 1000 基准指数和大型混合基金类别高出 8.5-10.4 个百分点。这不是一个小壮举，不仅仅是因为它必须克服2.22%的费用。战胜市场根本不容易。他的 HCM 股息板块 PlusHCMQX,-0.05%) 和 HCM 收入 PlusHCMLX,+0.30% 基金表现类似。</blockquote></p><p> There are drawbacks, which I detail below. (Among them: Potentially long stretches of underperformance and regular tax bills.) But first, what can we learn from this winner?</p><p><blockquote>有缺点，我在下面详细介绍。（其中：潜在的长期表现不佳和定期税单。）但首先，我们能从这位赢家身上学到什么？</blockquote></p><p> So-called quants never share all the details of their proprietary systems, but Howard shares a lot, as you’ll see. And this Texas rancher has a lot of good advice based on “horse sense” — not surprising, given his infectious passion for the markets, and his three decades of experience as a pro.</p><p><blockquote>所谓的量化者从不分享他们专有系统的所有细节，但霍华德分享了很多细节，你会看到的。这位德克萨斯州牧场主有很多基于 “马感 ”的好建议--考虑到他对市场有着极具感染力的热情，以及他三十年的职业牧场主经验，这并不奇怪。</blockquote></p><p> Here are five lessons, 12 exchange traded funds (ETFs) and four stocks to consider, from a recent interview with him.</p><p><blockquote>以下是最近对他的采访中的五个教训、12 只交易所交易基金 (ETF) 和 4 只值得考虑的股票。</blockquote></p><p> <b>Lesson #1: Don’t be emotional</b></p><p><blockquote><b>第一课：不要情绪化</b></blockquote></p><p> It’s no surprise so many people do poorly in the market. Evolution has programmed us to fail. For survival, we’ve learned to run from things that frightens us. And crave more of things that are pleasurable — like sweets or fats to store calories ahead of what might be a long stretch without food. But in the market, acting on the emotions of fear and greed invariably make us do the wrong thing at the wrong time. Sell at the bottom, buy at the top.</p><p><blockquote>难怪这么多人在市场上表现不佳。进化注定了我们会失败。为了生存，我们学会了逃避让我们害怕的事情。渴望更多令人愉快的东西——比如甜食或脂肪，以在可能很长一段时间没有食物之前储存卡路里。但在市场上，出于恐惧和贪婪的情绪行事总是会让我们在错误的时间做错误的事情。底部卖出，顶部买入。</blockquote></p><p> Likewise, we’re programmed to believe being with the crowd brings safety. If you’re a zebra on the Savanna, you are more likely to get picked off by a predator if you go it alone. The problem here is being part of a crowd — and crowd psychology — dumb us down to a purely emotional level. This is why people in crowds do terrible things they would never do on their own. It doesn’t matter how smart you are. When you join a crowd, you lose a lot of IQ points. Base emotions take over.</p><p><blockquote>同样，我们也相信与人群在一起会带来安全。如果你是稀树草原上的斑马，那么如果你单独行动，就更有可能被捕食者叼走。这里的问题是成为人群的一部分——以及人群心理——把我们愚蠢到纯粹的情感层面。这就是为什么人群中的人们会做他们自己永远不会做的可怕事情。你有多聪明并不重要。当你加入人群时，你会失去很多智商点。基本情绪占据主导地位。</blockquote></p><p> To do well in the market, you have to counteract these tendencies. “One of the biggest mistakes individual investors and money managers make is getting emotional,” says Howard. “Let your emotions go.”</p><p><blockquote>要想在市场上做好，你必须抵消这些趋势。“霍华德说：”个人投资者和基金经理犯的最大错误之一就是情绪化。“放下你的情绪。”</blockquote></p><p> <b>Lesson #2: Have a system and stick to it</b></p><p><blockquote><b>第二课：建立一个系统并坚持下去</b></blockquote></p><p> To exorcise emotion, have a system. “And don’t second guess it,” says Howard. “This keeps you from letting the pandemic or Afghanistan scare you out of the market.” He calls his system the HCM-BuyLine. It is basically a momentum and trend-following system — which often works well in the markets.</p><p><blockquote>要驱除情绪，要有一个系统。“霍华德说：”不要事后猜测。“这让你不会让大流行病或阿富汗把你吓出市场”。他评级了他的系统HCM-BuyLine。它基本上是一个动量和趋势跟踪系统——在市场上通常效果很好。</blockquote></p><p> The HCM-BuyLine basically works like this. First, rather than use the S&amp;P 500SPX,-0.03%or the Dow Jones Industrial AverageDJIA,-0.21%,Howard blends several stock indices to create his own index. Then he uses a moving average that tells him whether the market is in an uptrend or downtrend.</p><p><blockquote>HCM-BuyLine基本上是这样工作的。首先，霍华德没有使用标准普尔 500SPX（-0.03%）或道琼斯工业平均指数（-0.21%），而是混合了几个股票指数来创建自己的指数。然后他使用移动平均线来告诉他市场是处于上升趋势还是下降趋势。</blockquote></p><p> When the moving average drops 3.5%, he sells 35%. If it drops 6.5%, he sells another 35%. He rarely goes to 100% cash.</p><p><blockquote>当移动平均线下跌3.5%时，他卖出35%。如果下跌 6.5%，他就再卖出 35%。他很少使用100%的现金。</blockquote></p><p> “If the BuyLine is positive, we will stay long no matter what,” he says. “We take all the emotion out of the equation by letting the math decide.”</p><p><blockquote>“他说：”如果买盘是积极的，无论如何我们都会长期持有。“我们让数学来决定，就能把所有的情绪都排除在外”。</blockquote></p><p> Right now, it’s bullish. (More on this below.)</p><p><blockquote>目前，情况看涨。（更多内容见下文。）</blockquote></p><p> Your system also has to tell you when to get back in.</p><p><blockquote>你的系统也必须告诉你什么时候回来。</blockquote></p><p> “That’s where most people screw up,” he says. “They get out of the market, and they don’t know when to get back in.” The HCM-BuyLine gives a buy signal when his custom index trades above its moving average for six consecutive sessions, and then goes on to trade above the high hit during those six days.</p><p><blockquote>“他说：”这就是大多数人搞砸的地方。“他们退出了市场，却不知道什么时候才能重新进来”。当他的自定义指数连续六个交易日交易高于其移动平均线时，HCM-BuyLine 会发出买入信号，然后继续交易高于这六天的高点。</blockquote></p><p> You don’t need a system that calls exact market tops or bottoms. Instead, the BuyLine keeps Howard out of down markets 85% of the time, and in for 85% of the good times.</p><p><blockquote>你不需要一个能准确预测评级市场顶部或底部的系统。相反，买入线让霍华德在 85% 的时间里远离下跌市场，在 85% 的好时机里则保持下跌。</blockquote></p><p> “If we can do that consistently, we have superior returns and a less stressful life,” he says. “Being all in during a bad tape is no fun.”</p><p><blockquote>“他说：”如果我们能坚持不懈地做到这一点，我们就能获得更高的回报，生活压力也会更小。“在糟糕的录音带中全神贯注并不好玩”。</blockquote></p><p> His system is slow to get him out of the market, but quick to get him back in. Not even a 10% correction will necessarily move him out. He’s often buying those pullbacks. Getting back in fast makes sense, because recoveries off bottoms tend to happen fast.</p><p><blockquote>他的系统让他退出市场很慢，但让他回来很快。即使是10%的修正也不一定会让他离开。他经常买入这些回调。快速回归是有意义的，因为底部的复苏往往会很快发生。</blockquote></p><p> “The HCM-BuyLine takes all the emotion out of the process,” says Howard.</p><p><blockquote>“霍华德说：”HCM-BuyLine 消除了整个过程中的所有情绪。</blockquote></p><p> <b>Lesson #3: Don’t fight the tape</b></p><p><blockquote><b>第三课：不要与磁带对抗</b></blockquote></p><p> This concept is one of the core pieces of wisdom from Marty Zweig’s classic book, “Winning on Wall Street.”</p><p><blockquote>这一概念是马蒂-茨威格（Marty Zweig）经典著作《华尔街的胜利》（Winning on Wall Street）的核心智慧之一。</blockquote></p><p></p><p> “You have to stay on the right side of market,” agrees Howard. “If you try to trade long in a bad market, it is painful.”</p><p><blockquote>“霍华德同意道：”你必须站在市场的正确一边。“如果你试图在糟糕的市场中进行多头交易，那将是痛苦的。”</blockquote></p><p> In other words, don’t try to be a hero.</p><p><blockquote>换句话说，不要试图成为英雄。</blockquote></p><p> “Sometimes, not losing money is where you want to be,” he says.</p><p><blockquote>“他说：”有时候，不赔钱才是你想要的。</blockquote></p><p> Likewise, don’t turn cautious just because the market hits new highs — like now. You should love new highs, because it is a sign of market strength that may likely endure.</p><p><blockquote>同样，不要因为市场创下新高--比如现在--就变得谨慎。你应该喜欢新高，因为这是市场力量可能会持续的迹象。</blockquote></p><p> <b>Lesson #4: Keep it simple</b></p><p><blockquote><b>第4课：保持简单</b></blockquote></p><p> As you’ll see below, Howard doesn’t use esoteric instruments such as derivatives, swaps or index options. He doesn’t even trade foreign stocks or currencies. This is refreshing for individual investors, because we have a harder time accessing those tools.</p><p><blockquote>正如您将在下面看到的，霍华德并不使用衍生品、掉期或指数期权等深奥的工具。他甚至不交易外国股票或货币。这对个人投资者来说是令人耳目一新的，因为我们更难获得这些工具。</blockquote></p><p> “You don’t have to trade crazy stuff,” he says. “You can trade plain-vanilla ETFs and beat everybody out there.”</p><p><blockquote>“他说：”你不必交易疯狂的东西。“你可以交易普通的 ETF，击败所有人”。</blockquote></p><p> <b>Lesson #5: How to trade the current market</b></p><p><blockquote><b>第5课：如何交易当前市场</b></blockquote></p><p> First, be long.</p><p><blockquote>首先，做多。</blockquote></p><p> “The HCM-BuyLine is very positive. We are 100% in,” says Howard. “The market is broadening out. It is getting pretty exciting. We do not see it turn around any time soon. We are buying pullbacks.”</p><p><blockquote>“HCM-BuyLine 非常积极。我们百分之百同意，”霍华德说。“市场正在扩大。这变得非常令人兴奋。我们认为市场不会很快好转。我们正在买入回调。”</blockquote></p><p> One bullish signal is all the cash on the sidelines. “If there is any relief in Covid, we may see a big rally. We may end up with a great fall [season].”</p><p><blockquote>一个看涨信号是所有的现金都在观望。“如果科维德有任何缓解，我们可能会看到一场大反弹。我们最终可能会迎来一个伟大的秋季[赛季]。”</blockquote></p><p> Howard uses momentum indicators to select stocks and ETFs, too. For sectors he favors the following.</p><p><blockquote>霍华德还使用动量指标来选择股票和 ETF。对于行业，他倾向于以下几种。</blockquote></p><p> He likes health care, tradable through the iShares US HealthcareIYH,-0.04%and ProShares Ultra Health CareRXL,+0.12%ETFs. He’s turning more bullish on biotech, which he plays via the iShares Biotechnology ETFIBB,-0.11%.</p><p><blockquote>他喜欢医疗保健，可通过 iShares US HealthcareIYH,-0.04% 和 ProShares Ultra Health CareRXL,+0.12% ETF 进行交易。他越来越看好生物技术，他通过 iShares Biotechnology ETFIBB 投资生物技术，-0.11%。</blockquote></p><p> He likes consumer discretionary tradable through the iShares US Consumer ServicesIYC,-0.30%,and airlines via US Global JetsJETS,-1.17%.He also likes tech exposure via the Invesco QQQ TrustQQQ,+0.31%,iShares US TechnologyIYW,+0.50%and&nbsp;iShares SemiconductorSOXX,+0.75%.</p><p><blockquote>他喜欢通过 iShares US Consumer ServicesIYC 交易的非必需消费品， -0.30%， 以及通过 US Global JetsJETS 交易的航空公司， -1.17%.他还喜欢通过 Invesco QQQ TrustQQQ,+0.31%、iShares US TechnologyYYW,+0.50% 和 iShares SemiconductorSOXX,+0.75% 进行科技投资。</blockquote></p><p> He likes small-caps via the Vanguard Small-Cap Growth Index FundVBK,+0.07%.And convertible bonds via SPDR Bloomberg Barclays Convertible SecuritiesCWB,+0.64%and iShares Convertible BondICVT,+0.37%.</p><p><blockquote>他通过 Vanguard Small-Cap Growth Index FundVBK,+0.07% 看好小盘股。以及通过 SPDR Bloomberg Barclays Convertible Securities CWB,+0.64% 和 iShares Convertible BondICVT,+0.37% 看好可转换债券。</blockquote></p><p> As for individual names, he singles out MicrosoftMSFT,-0.00%and AppleAAPL,+0.42%in tech, as well as Amazon.comAMZN,+0.43%and TeslaTSLA,+0.16%.</p><p><blockquote>至于个股，他特别提到了科技股中的微软MSFT（-0.00%）和苹果APL（+0.42%），以及亚马逊.comAMZN（+0.43%）和特斯拉TSLA（+0.16%）。</blockquote></p><p> Also consider Howard’s two ETFs: The HCM Defender 100 IndexQQH,+0.62%and HCM Defender 500 IndexLGH,+1.32%.</p><p><blockquote>还可以考虑霍华德的两只 ETF： HCM Defender 100 IndexQQH,+0.62%，HCM Defender 500 IndexLGH,+1.32%。</blockquote></p><p> He prefers to add to holdings on 1%-3% dips.</p><p><blockquote>他更喜欢在下跌 1%-3% 时增持。</blockquote></p><p> <b>A few drawbacks</b></p><p><blockquote><b>一些缺点</b></blockquote></p><p> His HCM Tactical Growth fund has a history of posting two-year stretches of underperformance of 1.5% to 8.8%, since it was launched in 2015. The fund then came roaring back to net the very positive five-year outperformance cited above. Investing in his system can require patience.</p><p><blockquote>他的 HCM 战术增长基金自 2015 年推出以来，曾连续两年表现不佳，表现在 1.5% 至 8.8% 之间。随后，该基金强势回归，实现了上述非常积极的五年业绩。投资他的系统可能需要耐心。</blockquote></p><p> Every manager, including Warren Buffett, can have a stretch of underperformance, says Howard.</p><p><blockquote>霍华德说，包括沃伦·巴菲特在内的每个经理都可能经历一段时间的表现不佳。</blockquote></p><p> “We are in the odds game,” he says. “Even in the odds game, you can have a bad hand or two thrown at you.”</p><p><blockquote>“他说：”我们正处于胜算之中。“即使在赔率游戏中，你也可能有一两手烂牌。”</blockquote></p><p> Another challenge is the high turnover, which is 140% a year for Tactical Growth. This means Uncle Sam takes a big cut in the good years. So if you buy Howard’s funds, you may want to do so in a tax-protected account.</p><p><blockquote>另一个挑战是高流动率，战术增长每年为140%。这意味着山姆大叔在好年景里得到了很大的削减。因此，如果您购买霍华德的基金，您可能需要在税收保护账户中购买。</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>Beat the market with this quant system that’s very bullish on stocks at record highs<blockquote>利用这个量化系统战胜市场，该系统非常看好创纪录高点的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBeat the market with this quant system that’s very bullish on stocks at record highs<blockquote>利用这个量化系统战胜市场，该系统非常看好创纪录高点的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-05 10:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do so. So far his team of computer scientists’ strategy has paid off.</b>  Imagine you had a money-making machine to harvest gains in the stock market while you sat back to enjoy life.</p><p><blockquote><b>万斯-霍华德（Vance Howard）的 HCM 战术增长基金（Tactical Growwth Fund）会让你在谨慎的情况下进出股市。到目前为止，他的计算机科学家团队的策略已经取得了成效。</b>想象一下，当你坐下来享受生活时，你有一台赚钱机器在股市上收获收益。</blockquote></p><p> That’s everyone’s dream, right? Investor Vance Howard thinks he’s found it.</p><p><blockquote>这是每个人的梦想，对吧？投资者万斯-霍华德认为他找到了答案。</blockquote></p><p> Howard and his small army of computer programmers atHoward Capital Managementin Roswell, Ga., have a quantitative system that posts great returns.</p><p><blockquote>佐治亚州罗斯威尔的霍华德资本管理公司的霍华德和他的一小群计算机程序员。，有一个量化系统，发布巨大的回报。</blockquote></p><p> His HCM Tactical Growth Fund&nbsp;HCMGX,+0.35%beats its Russell 1000&nbsp;benchmark index and large-blend fund category by 8.5-10.4 percentage points annualized over the past five years, according to Morningstar. That is no small feat, and not only because it has to overcome a 2.22% fee. Beating the market is simply not easy. His HCM Dividend Sector PlusHCMQX,-0.05%) and HCM Income PlusHCMLX,+0.30%funds post similar outperformance.</p><p><blockquote>根据晨星公司的数据，他的 HCM 战术增长基金 HCMGX,+0.35% 在过去五年中以年化计算比其罗素 1000 基准指数和大型混合基金类别高出 8.5-10.4 个百分点。这不是一个小壮举，不仅仅是因为它必须克服2.22%的费用。战胜市场根本不容易。他的 HCM 股息板块 PlusHCMQX,-0.05%) 和 HCM 收入 PlusHCMLX,+0.30% 基金表现类似。</blockquote></p><p> There are drawbacks, which I detail below. (Among them: Potentially long stretches of underperformance and regular tax bills.) But first, what can we learn from this winner?</p><p><blockquote>有缺点，我在下面详细介绍。（其中：潜在的长期表现不佳和定期税单。）但首先，我们能从这位赢家身上学到什么？</blockquote></p><p> So-called quants never share all the details of their proprietary systems, but Howard shares a lot, as you’ll see. And this Texas rancher has a lot of good advice based on “horse sense” — not surprising, given his infectious passion for the markets, and his three decades of experience as a pro.</p><p><blockquote>所谓的量化者从不分享他们专有系统的所有细节，但霍华德分享了很多细节，你会看到的。这位德克萨斯州牧场主有很多基于 “马感 ”的好建议--考虑到他对市场有着极具感染力的热情，以及他三十年的职业牧场主经验，这并不奇怪。</blockquote></p><p> Here are five lessons, 12 exchange traded funds (ETFs) and four stocks to consider, from a recent interview with him.</p><p><blockquote>以下是最近对他的采访中的五个教训、12 只交易所交易基金 (ETF) 和 4 只值得考虑的股票。</blockquote></p><p> <b>Lesson #1: Don’t be emotional</b></p><p><blockquote><b>第一课：不要情绪化</b></blockquote></p><p> It’s no surprise so many people do poorly in the market. Evolution has programmed us to fail. For survival, we’ve learned to run from things that frightens us. And crave more of things that are pleasurable — like sweets or fats to store calories ahead of what might be a long stretch without food. But in the market, acting on the emotions of fear and greed invariably make us do the wrong thing at the wrong time. Sell at the bottom, buy at the top.</p><p><blockquote>难怪这么多人在市场上表现不佳。进化注定了我们会失败。为了生存，我们学会了逃避让我们害怕的事情。渴望更多令人愉快的东西——比如甜食或脂肪，以在可能很长一段时间没有食物之前储存卡路里。但在市场上，出于恐惧和贪婪的情绪行事总是会让我们在错误的时间做错误的事情。底部卖出，顶部买入。</blockquote></p><p> Likewise, we’re programmed to believe being with the crowd brings safety. If you’re a zebra on the Savanna, you are more likely to get picked off by a predator if you go it alone. The problem here is being part of a crowd — and crowd psychology — dumb us down to a purely emotional level. This is why people in crowds do terrible things they would never do on their own. It doesn’t matter how smart you are. When you join a crowd, you lose a lot of IQ points. Base emotions take over.</p><p><blockquote>同样，我们也相信与人群在一起会带来安全。如果你是稀树草原上的斑马，那么如果你单独行动，就更有可能被捕食者叼走。这里的问题是成为人群的一部分——以及人群心理——把我们愚蠢到纯粹的情感层面。这就是为什么人群中的人们会做他们自己永远不会做的可怕事情。你有多聪明并不重要。当你加入人群时，你会失去很多智商点。基本情绪占据主导地位。</blockquote></p><p> To do well in the market, you have to counteract these tendencies. “One of the biggest mistakes individual investors and money managers make is getting emotional,” says Howard. “Let your emotions go.”</p><p><blockquote>要想在市场上做好，你必须抵消这些趋势。“霍华德说：”个人投资者和基金经理犯的最大错误之一就是情绪化。“放下你的情绪。”</blockquote></p><p> <b>Lesson #2: Have a system and stick to it</b></p><p><blockquote><b>第二课：建立一个系统并坚持下去</b></blockquote></p><p> To exorcise emotion, have a system. “And don’t second guess it,” says Howard. “This keeps you from letting the pandemic or Afghanistan scare you out of the market.” He calls his system the HCM-BuyLine. It is basically a momentum and trend-following system — which often works well in the markets.</p><p><blockquote>要驱除情绪，要有一个系统。“霍华德说：”不要事后猜测。“这让你不会让大流行病或阿富汗把你吓出市场”。他评级了他的系统HCM-BuyLine。它基本上是一个动量和趋势跟踪系统——在市场上通常效果很好。</blockquote></p><p> The HCM-BuyLine basically works like this. First, rather than use the S&amp;P 500SPX,-0.03%or the Dow Jones Industrial AverageDJIA,-0.21%,Howard blends several stock indices to create his own index. Then he uses a moving average that tells him whether the market is in an uptrend or downtrend.</p><p><blockquote>HCM-BuyLine基本上是这样工作的。首先，霍华德没有使用标准普尔 500SPX（-0.03%）或道琼斯工业平均指数（-0.21%），而是混合了几个股票指数来创建自己的指数。然后他使用移动平均线来告诉他市场是处于上升趋势还是下降趋势。</blockquote></p><p> When the moving average drops 3.5%, he sells 35%. If it drops 6.5%, he sells another 35%. He rarely goes to 100% cash.</p><p><blockquote>当移动平均线下跌3.5%时，他卖出35%。如果下跌 6.5%，他就再卖出 35%。他很少使用100%的现金。</blockquote></p><p> “If the BuyLine is positive, we will stay long no matter what,” he says. “We take all the emotion out of the equation by letting the math decide.”</p><p><blockquote>“他说：”如果买盘是积极的，无论如何我们都会长期持有。“我们让数学来决定，就能把所有的情绪都排除在外”。</blockquote></p><p> Right now, it’s bullish. (More on this below.)</p><p><blockquote>目前，情况看涨。（更多内容见下文。）</blockquote></p><p> Your system also has to tell you when to get back in.</p><p><blockquote>你的系统也必须告诉你什么时候回来。</blockquote></p><p> “That’s where most people screw up,” he says. “They get out of the market, and they don’t know when to get back in.” The HCM-BuyLine gives a buy signal when his custom index trades above its moving average for six consecutive sessions, and then goes on to trade above the high hit during those six days.</p><p><blockquote>“他说：”这就是大多数人搞砸的地方。“他们退出了市场，却不知道什么时候才能重新进来”。当他的自定义指数连续六个交易日交易高于其移动平均线时，HCM-BuyLine 会发出买入信号，然后继续交易高于这六天的高点。</blockquote></p><p> You don’t need a system that calls exact market tops or bottoms. Instead, the BuyLine keeps Howard out of down markets 85% of the time, and in for 85% of the good times.</p><p><blockquote>你不需要一个能准确预测评级市场顶部或底部的系统。相反，买入线让霍华德在 85% 的时间里远离下跌市场，在 85% 的好时机里则保持下跌。</blockquote></p><p> “If we can do that consistently, we have superior returns and a less stressful life,” he says. “Being all in during a bad tape is no fun.”</p><p><blockquote>“他说：”如果我们能坚持不懈地做到这一点，我们就能获得更高的回报，生活压力也会更小。“在糟糕的录音带中全神贯注并不好玩”。</blockquote></p><p> His system is slow to get him out of the market, but quick to get him back in. Not even a 10% correction will necessarily move him out. He’s often buying those pullbacks. Getting back in fast makes sense, because recoveries off bottoms tend to happen fast.</p><p><blockquote>他的系统让他退出市场很慢，但让他回来很快。即使是10%的修正也不一定会让他离开。他经常买入这些回调。快速回归是有意义的，因为底部的复苏往往会很快发生。</blockquote></p><p> “The HCM-BuyLine takes all the emotion out of the process,” says Howard.</p><p><blockquote>“霍华德说：”HCM-BuyLine 消除了整个过程中的所有情绪。</blockquote></p><p> <b>Lesson #3: Don’t fight the tape</b></p><p><blockquote><b>第三课：不要与磁带对抗</b></blockquote></p><p> This concept is one of the core pieces of wisdom from Marty Zweig’s classic book, “Winning on Wall Street.”</p><p><blockquote>这一概念是马蒂-茨威格（Marty Zweig）经典著作《华尔街的胜利》（Winning on Wall Street）的核心智慧之一。</blockquote></p><p></p><p> “You have to stay on the right side of market,” agrees Howard. “If you try to trade long in a bad market, it is painful.”</p><p><blockquote>“霍华德同意道：”你必须站在市场的正确一边。“如果你试图在糟糕的市场中进行多头交易，那将是痛苦的。”</blockquote></p><p> In other words, don’t try to be a hero.</p><p><blockquote>换句话说，不要试图成为英雄。</blockquote></p><p> “Sometimes, not losing money is where you want to be,” he says.</p><p><blockquote>“他说：”有时候，不赔钱才是你想要的。</blockquote></p><p> Likewise, don’t turn cautious just because the market hits new highs — like now. You should love new highs, because it is a sign of market strength that may likely endure.</p><p><blockquote>同样，不要因为市场创下新高--比如现在--就变得谨慎。你应该喜欢新高，因为这是市场力量可能会持续的迹象。</blockquote></p><p> <b>Lesson #4: Keep it simple</b></p><p><blockquote><b>第4课：保持简单</b></blockquote></p><p> As you’ll see below, Howard doesn’t use esoteric instruments such as derivatives, swaps or index options. He doesn’t even trade foreign stocks or currencies. This is refreshing for individual investors, because we have a harder time accessing those tools.</p><p><blockquote>正如您将在下面看到的，霍华德并不使用衍生品、掉期或指数期权等深奥的工具。他甚至不交易外国股票或货币。这对个人投资者来说是令人耳目一新的，因为我们更难获得这些工具。</blockquote></p><p> “You don’t have to trade crazy stuff,” he says. “You can trade plain-vanilla ETFs and beat everybody out there.”</p><p><blockquote>“他说：”你不必交易疯狂的东西。“你可以交易普通的 ETF，击败所有人”。</blockquote></p><p> <b>Lesson #5: How to trade the current market</b></p><p><blockquote><b>第5课：如何交易当前市场</b></blockquote></p><p> First, be long.</p><p><blockquote>首先，做多。</blockquote></p><p> “The HCM-BuyLine is very positive. We are 100% in,” says Howard. “The market is broadening out. It is getting pretty exciting. We do not see it turn around any time soon. We are buying pullbacks.”</p><p><blockquote>“HCM-BuyLine 非常积极。我们百分之百同意，”霍华德说。“市场正在扩大。这变得非常令人兴奋。我们认为市场不会很快好转。我们正在买入回调。”</blockquote></p><p> One bullish signal is all the cash on the sidelines. “If there is any relief in Covid, we may see a big rally. We may end up with a great fall [season].”</p><p><blockquote>一个看涨信号是所有的现金都在观望。“如果科维德有任何缓解，我们可能会看到一场大反弹。我们最终可能会迎来一个伟大的秋季[赛季]。”</blockquote></p><p> Howard uses momentum indicators to select stocks and ETFs, too. For sectors he favors the following.</p><p><blockquote>霍华德还使用动量指标来选择股票和 ETF。对于行业，他倾向于以下几种。</blockquote></p><p> He likes health care, tradable through the iShares US HealthcareIYH,-0.04%and ProShares Ultra Health CareRXL,+0.12%ETFs. He’s turning more bullish on biotech, which he plays via the iShares Biotechnology ETFIBB,-0.11%.</p><p><blockquote>他喜欢医疗保健，可通过 iShares US HealthcareIYH,-0.04% 和 ProShares Ultra Health CareRXL,+0.12% ETF 进行交易。他越来越看好生物技术，他通过 iShares Biotechnology ETFIBB 投资生物技术，-0.11%。</blockquote></p><p> He likes consumer discretionary tradable through the iShares US Consumer ServicesIYC,-0.30%,and airlines via US Global JetsJETS,-1.17%.He also likes tech exposure via the Invesco QQQ TrustQQQ,+0.31%,iShares US TechnologyIYW,+0.50%and&nbsp;iShares SemiconductorSOXX,+0.75%.</p><p><blockquote>他喜欢通过 iShares US Consumer ServicesIYC 交易的非必需消费品， -0.30%， 以及通过 US Global JetsJETS 交易的航空公司， -1.17%.他还喜欢通过 Invesco QQQ TrustQQQ,+0.31%、iShares US TechnologyYYW,+0.50% 和 iShares SemiconductorSOXX,+0.75% 进行科技投资。</blockquote></p><p> He likes small-caps via the Vanguard Small-Cap Growth Index FundVBK,+0.07%.And convertible bonds via SPDR Bloomberg Barclays Convertible SecuritiesCWB,+0.64%and iShares Convertible BondICVT,+0.37%.</p><p><blockquote>他通过 Vanguard Small-Cap Growth Index FundVBK,+0.07% 看好小盘股。以及通过 SPDR Bloomberg Barclays Convertible Securities CWB,+0.64% 和 iShares Convertible BondICVT,+0.37% 看好可转换债券。</blockquote></p><p> As for individual names, he singles out MicrosoftMSFT,-0.00%and AppleAAPL,+0.42%in tech, as well as Amazon.comAMZN,+0.43%and TeslaTSLA,+0.16%.</p><p><blockquote>至于个股，他特别提到了科技股中的微软MSFT（-0.00%）和苹果APL（+0.42%），以及亚马逊.comAMZN（+0.43%）和特斯拉TSLA（+0.16%）。</blockquote></p><p> Also consider Howard’s two ETFs: The HCM Defender 100 IndexQQH,+0.62%and HCM Defender 500 IndexLGH,+1.32%.</p><p><blockquote>还可以考虑霍华德的两只 ETF： HCM Defender 100 IndexQQH,+0.62%，HCM Defender 500 IndexLGH,+1.32%。</blockquote></p><p> He prefers to add to holdings on 1%-3% dips.</p><p><blockquote>他更喜欢在下跌 1%-3% 时增持。</blockquote></p><p> <b>A few drawbacks</b></p><p><blockquote><b>一些缺点</b></blockquote></p><p> His HCM Tactical Growth fund has a history of posting two-year stretches of underperformance of 1.5% to 8.8%, since it was launched in 2015. The fund then came roaring back to net the very positive five-year outperformance cited above. Investing in his system can require patience.</p><p><blockquote>他的 HCM 战术增长基金自 2015 年推出以来，曾连续两年表现不佳，表现在 1.5% 至 8.8% 之间。随后，该基金强势回归，实现了上述非常积极的五年业绩。投资他的系统可能需要耐心。</blockquote></p><p> Every manager, including Warren Buffett, can have a stretch of underperformance, says Howard.</p><p><blockquote>霍华德说，包括沃伦·巴菲特在内的每个经理都可能经历一段时间的表现不佳。</blockquote></p><p> “We are in the odds game,” he says. “Even in the odds game, you can have a bad hand or two thrown at you.”</p><p><blockquote>“他说：”我们正处于胜算之中。“即使在赔率游戏中，你也可能有一两手烂牌。”</blockquote></p><p> Another challenge is the high turnover, which is 140% a year for Tactical Growth. This means Uncle Sam takes a big cut in the good years. So if you buy Howard’s funds, you may want to do so in a tax-protected account.</p><p><blockquote>另一个挑战是高流动率，战术增长每年为140%。这意味着山姆大叔在好年景里得到了很大的削减。因此，如果您购买霍华德的基金，您可能需要在税收保护账户中购买。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/beat-the-market-with-this-quant-system-thats-very-bullish-on-stocks-at-record-highs-11630761531?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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/beat-the-market-with-this-quant-system-thats-very-bullish-on-stocks-at-record-highs-11630761531?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157895022","content_text":"Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do so. So far his team of computer scientists’ strategy has paid off.\n\nImagine you had a money-making machine to harvest gains in the stock market while you sat back to enjoy life.\nThat’s everyone’s dream, right? Investor Vance Howard thinks he’s found it.\nHoward and his small army of computer programmers atHoward Capital Managementin Roswell, Ga., have a quantitative system that posts great returns.\nHis HCM Tactical Growth Fund HCMGX,+0.35%beats its Russell 1000 benchmark index and large-blend fund category by 8.5-10.4 percentage points annualized over the past five years, according to Morningstar. That is no small feat, and not only because it has to overcome a 2.22% fee. Beating the market is simply not easy. His HCM Dividend Sector PlusHCMQX,-0.05%) and HCM Income PlusHCMLX,+0.30%funds post similar outperformance.\nThere are drawbacks, which I detail below. (Among them: Potentially long stretches of underperformance and regular tax bills.) But first, what can we learn from this winner?\nSo-called quants never share all the details of their proprietary systems, but Howard shares a lot, as you’ll see. And this Texas rancher has a lot of good advice based on “horse sense” — not surprising, given his infectious passion for the markets, and his three decades of experience as a pro.\nHere are five lessons, 12 exchange traded funds (ETFs) and four stocks to consider, from a recent interview with him.\nLesson #1: Don’t be emotional\nIt’s no surprise so many people do poorly in the market. Evolution has programmed us to fail. For survival, we’ve learned to run from things that frightens us. And crave more of things that are pleasurable — like sweets or fats to store calories ahead of what might be a long stretch without food. But in the market, acting on the emotions of fear and greed invariably make us do the wrong thing at the wrong time. Sell at the bottom, buy at the top.\nLikewise, we’re programmed to believe being with the crowd brings safety. If you’re a zebra on the Savanna, you are more likely to get picked off by a predator if you go it alone. The problem here is being part of a crowd — and crowd psychology — dumb us down to a purely emotional level. This is why people in crowds do terrible things they would never do on their own. It doesn’t matter how smart you are. When you join a crowd, you lose a lot of IQ points. Base emotions take over.\nTo do well in the market, you have to counteract these tendencies. “One of the biggest mistakes individual investors and money managers make is getting emotional,” says Howard. “Let your emotions go.”\nLesson #2: Have a system and stick to it\nTo exorcise emotion, have a system. “And don’t second guess it,” says Howard. “This keeps you from letting the pandemic or Afghanistan scare you out of the market.” He calls his system the HCM-BuyLine. It is basically a momentum and trend-following system — which often works well in the markets.\nThe HCM-BuyLine basically works like this. First, rather than use the S&P 500SPX,-0.03%or the Dow Jones Industrial AverageDJIA,-0.21%,Howard blends several stock indices to create his own index. Then he uses a moving average that tells him whether the market is in an uptrend or downtrend.\nWhen the moving average drops 3.5%, he sells 35%. If it drops 6.5%, he sells another 35%. He rarely goes to 100% cash.\n“If the BuyLine is positive, we will stay long no matter what,” he says. “We take all the emotion out of the equation by letting the math decide.”\nRight now, it’s bullish. (More on this below.)\nYour system also has to tell you when to get back in.\n“That’s where most people screw up,” he says. “They get out of the market, and they don’t know when to get back in.” The HCM-BuyLine gives a buy signal when his custom index trades above its moving average for six consecutive sessions, and then goes on to trade above the high hit during those six days.\nYou don’t need a system that calls exact market tops or bottoms. Instead, the BuyLine keeps Howard out of down markets 85% of the time, and in for 85% of the good times.\n“If we can do that consistently, we have superior returns and a less stressful life,” he says. “Being all in during a bad tape is no fun.”\nHis system is slow to get him out of the market, but quick to get him back in. Not even a 10% correction will necessarily move him out. He’s often buying those pullbacks. Getting back in fast makes sense, because recoveries off bottoms tend to happen fast.\n“The HCM-BuyLine takes all the emotion out of the process,” says Howard.\nLesson #3: Don’t fight the tape\nThis concept is one of the core pieces of wisdom from Marty Zweig’s classic book, “Winning on Wall Street.”\n“You have to stay on the right side of market,” agrees Howard. “If you try to trade long in a bad market, it is painful.”\nIn other words, don’t try to be a hero.\n“Sometimes, not losing money is where you want to be,” he says.\nLikewise, don’t turn cautious just because the market hits new highs — like now. You should love new highs, because it is a sign of market strength that may likely endure.\nLesson #4: Keep it simple\nAs you’ll see below, Howard doesn’t use esoteric instruments such as derivatives, swaps or index options. He doesn’t even trade foreign stocks or currencies. This is refreshing for individual investors, because we have a harder time accessing those tools.\n“You don’t have to trade crazy stuff,” he says. “You can trade plain-vanilla ETFs and beat everybody out there.”\nLesson #5: How to trade the current market\nFirst, be long.\n“The HCM-BuyLine is very positive. We are 100% in,” says Howard. “The market is broadening out. It is getting pretty exciting. We do not see it turn around any time soon. We are buying pullbacks.”\nOne bullish signal is all the cash on the sidelines. “If there is any relief in Covid, we may see a big rally. We may end up with a great fall [season].”\nHoward uses momentum indicators to select stocks and ETFs, too. For sectors he favors the following.\nHe likes health care, tradable through the iShares US HealthcareIYH,-0.04%and ProShares Ultra Health CareRXL,+0.12%ETFs. He’s turning more bullish on biotech, which he plays via the iShares Biotechnology ETFIBB,-0.11%.\nHe likes consumer discretionary tradable through the iShares US Consumer ServicesIYC,-0.30%,and airlines via US Global JetsJETS,-1.17%.He also likes tech exposure via the Invesco QQQ TrustQQQ,+0.31%,iShares US TechnologyIYW,+0.50%and iShares SemiconductorSOXX,+0.75%.\nHe likes small-caps via the Vanguard Small-Cap Growth Index FundVBK,+0.07%.And convertible bonds via SPDR Bloomberg Barclays Convertible SecuritiesCWB,+0.64%and iShares Convertible BondICVT,+0.37%.\nAs for individual names, he singles out MicrosoftMSFT,-0.00%and AppleAAPL,+0.42%in tech, as well as Amazon.comAMZN,+0.43%and TeslaTSLA,+0.16%.\nAlso consider Howard’s two ETFs: The HCM Defender 100 IndexQQH,+0.62%and HCM Defender 500 IndexLGH,+1.32%.\nHe prefers to add to holdings on 1%-3% dips.\nA few drawbacks\nHis HCM Tactical Growth fund has a history of posting two-year stretches of underperformance of 1.5% to 8.8%, since it was launched in 2015. The fund then came roaring back to net the very positive five-year outperformance cited above. Investing in his system can require patience.\nEvery manager, including Warren Buffett, can have a stretch of underperformance, says Howard.\n“We are in the odds game,” he says. “Even in the odds game, you can have a bad hand or two thrown at you.”\nAnother challenge is the high turnover, which is 140% a year for Tactical Growth. This means Uncle Sam takes a big cut in the good years. So if you buy Howard’s funds, you may want to do so in a tax-protected account.","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837336162,"gmtCreate":1629856407856,"gmtModify":1633681913950,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568161254291931","idStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/837336162","repostId":"2162087564","repostType":4,"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603051877,"gmtCreate":1638343740656,"gmtModify":1638343800239,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568161254291931","idStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/603051877","repostId":"1136781080","repostType":4,"repost":{"id":"1136781080","kind":"news","pubTimestamp":1638341251,"share":"https://www.laohunote.com/m/news/1136781080?lang=zh_CN&edition=full","pubTime":"2021-12-01 14:47","market":"sg","language":"en","title":"What Powell’s Hawkish Transition Could Mean for Asian Markets<blockquote>鲍威尔的鹰派转型对亚洲市场意味着什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136781080","media":"Bloomberg","summary":"Strategists bearish on implications for Asia equities and FX\nHigher U.S. rates could trigger capital","content":"<p><div> Strategists bearish on implications for Asia equities and FX Higher U.S. rates could trigger capital flows out of region  Jerome Powell sent a stir through global markets Tuesday, paving the way for ...</p><p><blockquote><div>策略师看淡对亚洲股市和外汇的影响美国利率上升可能引发资本流出该地区杰罗姆·鲍威尔周二在全球市场引起了轰动，为……</div></blockquote></p><p>  <a href=\"https://www.bloomberg.com/news/articles/2021-12-01/what-powell-s-hawkish-transition-could-mean-for-asian-markets\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.bloomberg.com/news/articles/2021-12-01/what-powell-s-hawkish-transition-could-mean-for-asian-markets\">网页连接</a></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>What Powell’s Hawkish Transition Could Mean for Asian Markets<blockquote>鲍威尔的鹰派转型对亚洲市场意味着什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Powell’s Hawkish Transition Could Mean for Asian Markets<blockquote>鲍威尔的鹰派转型对亚洲市场意味着什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-12-01 14:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Strategists bearish on implications for Asia equities and FX Higher U.S. rates could trigger capital flows out of region  Jerome Powell sent a stir through global markets Tuesday, paving the way for ...</p><p><blockquote><div>策略师看淡对亚洲股市和外汇的影响美国利率上升可能引发资本流出该地区杰罗姆·鲍威尔周二在全球市场引起了轰动，为……</div></blockquote></p><p>  <a href=\"https://www.bloomberg.com/news/articles/2021-12-01/what-powell-s-hawkish-transition-could-mean-for-asian-markets\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.bloomberg.com/news/articles/2021-12-01/what-powell-s-hawkish-transition-could-mean-for-asian-markets\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.bloomberg.com/news/articles/2021-12-01/what-powell-s-hawkish-transition-could-mean-for-asian-markets\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-01/what-powell-s-hawkish-transition-could-mean-for-asian-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136781080","content_text":"Strategists bearish on implications for Asia equities and FX\nHigher U.S. rates could trigger capital flows out of region\n\nJerome Powell sent a stir through global markets Tuesday, paving the way for quicker-than-expected U.S. hikes, which would ripple through rate-sensitive Asian assets.\nThe Federal Reserve Chair told Congress that policymakers will discuss whether to wrap up bond purchases a few months earlier and retired the word “transitory” from his commentary on inflation. Higher U.S. rates would have a significant impact on Asian assets if capital flows to America. A stronger greenback has implications for Asia’s export-heavy companies and economies and the dollar-denominated debt of the region’s sovereign and corporate borrowers.\nStill, Asia stocks and currencies are rallying Wednesday with some strategists saying Powell’s comments about a faster taper weren’t unexpected. His nod toward the uncertainty caused by the omicron variant has also blunted the hawkish tone, according to Tomo Kinoshita, global market strategist at Invesco Asset Management.\n\nHere are the thoughts of Asia watchers on what Powell’s shift means for the region’s markets:\nDeferring to the Dollar\n“Prospects of quicker taper and higher U.S. rates will stress test the allure of higher returns in EM Asia and as a consequence the ‘stickiness’ of funds parked in this part of the world,” said Vishnu Varathan, head of economics and strategy at Mizuho Bank Ltd in Singapore.\n“We have long maintained that the outcome will be ‘KokomoFed,’ that gets there fast and then takes it slow after,” he said, referring to a Beach Boys song. “And this in turn will prompt a ‘Kokomo dollar,’ whereby the bias is for the dollar to be skewed to strength.”\nBad for High Beta\n“The threat of faster tapering is bad news for high-beta markets such as EM,” said Sue Trinh, managing director for global macro strategy at Manulife Investment Management in Hong Kong.\n“Yet we have been of the view that Asia is well-placed within EM to withstand any potential monetary volatility -- inflation in Asia more contained and Asia is less reliant on foreign capital than other EM,” she said. “The not-so-good news for Asia is that the region is far too reliant on foreign demand to absorb its exports.”\nRisk Asset Pressure\n“Expect more pressure on risk assets in general, including Asian equities,” said Alvin T. Tan, head of Asia FX strategy at RBC Capital Markets in Hong Kong.\n“However, Asian FX have held up really well in this latest risk-off bout, and that was because the whole market was furiously loading up on U.S. dollars right into the omicron news,” he added. “So it is U.S. dollars that are being unwound this time. In that way it has been an unusual ‘risk-off’ experience, though JPY has behaved more conventionally.”\nFocus on Renminbi\n“We expect the Thai baht to be most at risk, especially since it has an additional negative that the re-emergence of Covid-19 concerns will potentially further set back the return of tourism,” said Terence Wu, a foreign-exchange strategist at Oversea-Chinese Banking Corp. in Singapore.\n“More importantly, we will be watching closely developments in the renminbi. The RMB has been strong on a basket basis, and that has sheltered the Asian currencies. Should the RMB start to show signs of weakness, expect the flow-through of dollar strength to the EM Asian currencies to be stronger.”\nChina Chance\n“Extreme dollar strength because of higher U.S. interest rates is a headwind for Asia and EM equities, but China and large Asean markets such as Indonesia could still outperform western markets in 2022 because of reversion to mean,” said Michael Rainer Preiss, portfolio strategist at Golden Equator Wealth. “China already had a big correction and the valuation argument for China equities is getting stronger.”\nMixed Asian FX\n“While Powell’s comments suggest the Fed could bring forward their rate hike to as soon as the middle of 2022, the dollar failed to rally on the back of this.,” said Khoon Goh, head of Asia research at Australia & New Zealand Banking Group in Singapore. “This is likely because the Fed Chair’s statement is only matching market expectations.”\n“The impact on Asian FX will likely be mixed. With export growth still strong in the region, as shown by today’s stronger than expected Korean numbers, currencies of export driven economies like KRW, CNH and SGD will fare well. Prospects for higher U.S. yields could weigh slightly on IDR due to reduced foreign bond inflows. THB will be more influenced by how the Omicron variant may affect Thailand’s tourism reopening.”\nThin Spreads\nThe spread cushion on Asian dollar bonds from rising Treasury yields is “thin at best” with valuations near multi-year tights, with the exception of China’s property issuers, according to Ek Pon Tay, BNP Paribas Asset Management’s senior portfolio manager in Singapore.\nTay recommends investors overweight investment-grade rated China property credits as these issuers are likely to survive in the event of a prolonged sector downturn and valuations offer ample spread cushion versus others.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813539674,"gmtCreate":1630211477098,"gmtModify":1704957109187,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568161254291931","idStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813539674","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohunote.com/m/news/1129129956?lang=zh_CN&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天可能会让你致富</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company  merger. In a race to disrupt residential ","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying 业务是一场扩大规模的竞赛，而 Opendoor 正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有 SPAC 都持看跌态度，这使得 Opendoor 成为一笔最终可能带来巨大回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>Opendoor技术</b>（纳斯达克股票代码：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行力一直处于高水平。在扰乱全球最大市场之一住宅房地产的竞赛中，Opendoor 的长期潜力可以为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上涨空间，但市场尚未欣赏 Opendoor 的成就；该股较高点下跌了 50% 以上。有三个重要线索表明，对于大胆的投资者来说，Opendoor 可能是一个有吸引力的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1. Opendoor正在赢得iBuying之战</h3>美国传统的购房过程很慢，由多方处理，包括代理人、律师、检查员和银行家。这会产生大量的来回文书工作，并将流程平均拖延超过30天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字成交流程。然后该公司在市场上转售房子。iBuying流程省去了代理和与传统成交相关的一些费用，如代理佣金。然后，Opendoor在市场上转售房屋，并对交易收取高达5%的服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到 Opendoor 凭借其 iBuying 概念稳步增长后，竞争对手也开始提供 iBuying 服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司正在竞相做大。随着公司买卖更多的房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易的增加，其定价算法也会得到改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的可供出售的住房库存。该公司目前约有 3,300 套房屋待售，比 Zillow 多 53%，是 Offerpad 的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2.收入增长提前</h3>当公司通过PacMerger上市时，他们会公开展示自己的业务，通常包括长期增长预测。大约一年前，即 2020 年 9 月，Opendoor 发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近发布的 2021 年第二季度收益看涨期权。首席执行官兼创始人 Eric Wu 在财报看涨期权上表示：“……根据我们目前的进展，我们下半年的收入运行率有望超过 2023 年的目标，比计划提前整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果 Opendoor 以目前的业务水平运营 12 个月，它将超过 2023 年预计的 98 亿美元收入。这是一个被忽视的点，因为如果 Opendoor 已经比其最初的增长曲线提前了两年，那么到 2023 年它将处于什么位置？当然，房地产市场的下滑或其他事件可能会扰乱该公司的增长速度，但 Opendoor 正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC不受市场青睐……机会？</h3>投资者忽略了这一强劲表现，而是关注 Opendoor 通过 SPAC 合并加入公开市场的事实。对于以前的 SPAC 来说，经营业绩或收益几乎无关紧要；几个月来，股市一直在抛售几乎所有基于特殊目的收购公司的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“坏苹果”公司被发现存在欺诈行为感到害怕，而其他公司则严重错过了他们在上市前做出的预测。这些例子让相关人员感到焦虑，投资者对 SPAC 整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像 Opendoor 这样的公司继续夸大预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们接受 Eric Wu 对收入的评论，并假设 Opendoor 在 2022 年的销售额为 100 亿美元（换句话说，Opendoor 在接下来的一年里停止增长并保持当前的速度），那么该股目前的交易价格与销售额（P/S）比率仅为 1.0。这是一个便宜货的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手 Zillow Group 的市盈率超过 3，反映了 Opendoor 作为前 SPAC 的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，这是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天可能会让你致富</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\">\nThis Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天可能会让你致富</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-29 09:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying 业务是一场扩大规模的竞赛，而 Opendoor 正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有 SPAC 都持看跌态度，这使得 Opendoor 成为一笔最终可能带来巨大回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>Opendoor技术</b>（纳斯达克股票代码：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行力一直处于高水平。在扰乱全球最大市场之一住宅房地产的竞赛中，Opendoor 的长期潜力可以为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上涨空间，但市场尚未欣赏 Opendoor 的成就；该股较高点下跌了 50% 以上。有三个重要线索表明，对于大胆的投资者来说，Opendoor 可能是一个有吸引力的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1. Opendoor正在赢得iBuying之战</h3>美国传统的购房过程很慢，由多方处理，包括代理人、律师、检查员和银行家。这会产生大量的来回文书工作，并将流程平均拖延超过30天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字成交流程。然后该公司在市场上转售房子。iBuying流程省去了代理和与传统成交相关的一些费用，如代理佣金。然后，Opendoor在市场上转售房屋，并对交易收取高达5%的服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到 Opendoor 凭借其 iBuying 概念稳步增长后，竞争对手也开始提供 iBuying 服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司正在竞相做大。随着公司买卖更多的房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易的增加，其定价算法也会得到改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的可供出售的住房库存。该公司目前约有 3,300 套房屋待售，比 Zillow 多 53%，是 Offerpad 的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2.收入增长提前</h3>当公司通过PacMerger上市时，他们会公开展示自己的业务，通常包括长期增长预测。大约一年前，即 2020 年 9 月，Opendoor 发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近发布的 2021 年第二季度收益看涨期权。首席执行官兼创始人 Eric Wu 在财报看涨期权上表示：“……根据我们目前的进展，我们下半年的收入运行率有望超过 2023 年的目标，比计划提前整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果 Opendoor 以目前的业务水平运营 12 个月，它将超过 2023 年预计的 98 亿美元收入。这是一个被忽视的点，因为如果 Opendoor 已经比其最初的增长曲线提前了两年，那么到 2023 年它将处于什么位置？当然，房地产市场的下滑或其他事件可能会扰乱该公司的增长速度，但 Opendoor 正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC不受市场青睐……机会？</h3>投资者忽略了这一强劲表现，而是关注 Opendoor 通过 SPAC 合并加入公开市场的事实。对于以前的 SPAC 来说，经营业绩或收益几乎无关紧要；几个月来，股市一直在抛售几乎所有基于特殊目的收购公司的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“坏苹果”公司被发现存在欺诈行为感到害怕，而其他公司则严重错过了他们在上市前做出的预测。这些例子让相关人员感到焦虑，投资者对 SPAC 整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像 Opendoor 这样的公司继续夸大预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们接受 Eric Wu 对收入的评论，并假设 Opendoor 在 2022 年的销售额为 100 亿美元（换句话说，Opendoor 在接下来的一年里停止增长并保持当前的速度），那么该股目前的交易价格与销售额（P/S）比率仅为 1.0。这是一个便宜货的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手 Zillow Group 的市盈率超过 3，反映了 Opendoor 作为前 SPAC 的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，这是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":691568230,"gmtCreate":1640221846551,"gmtModify":1640221846911,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568161254291931","idStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Nice close","listText":"Nice close","text":"Nice close","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691568230","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823306363,"gmtCreate":1633577800996,"gmtModify":1633577801393,"author":{"id":"3568161254291931","authorId":"3568161254291931","name":"Gunners80","avatar":"https://static.tigerbbs.com/1b631d2d208e0248c96ed1117c4db37e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568161254291931","idStr":"3568161254291931"},"themes":[],"title":"","htmlText":"Salesforce","listText":"Salesforce","text":"Salesforce","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/823306363","repostId":"2173948607","repostType":4,"repost":{"id":"2173948607","kind":"highlight","pubTimestamp":1633570746,"share":"https://www.laohunote.com/m/news/2173948607?lang=zh_CN&edition=full","pubTime":"2021-10-07 09:39","market":"us","language":"en","title":"Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是 10 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2173948607","media":"MarketWatch","summary":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge. Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enoug","content":"<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片社</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者正在等待看哪些公司最擅长应对飙升的成本压力和运输中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc.&nbsp;and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&amp;P 500 companies&nbsp;expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股总收益预计将同比增长约27%，销售额增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>“瑞银策略师在本周给客户的一份报告中写道：”随着运输成本飙升、原材料价格上涨、供应链问题和工资增长加速，定价权应该成为相对回报的一个更加重要的主题。</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，以基思·帕克为首的策略师要求瑞银33个行业的分析师找出相对定价能力最强的公司。分析师们还被要求根据瑞银股票策略公司（UBS Equity Strategy）对定价权、利润率动量和投入成本敞口的综合评分，选出在各自行业中得分排名前三分之一的公司；给予“买入”评级；并拥有较各自价格目标至少有 10% 上涨潜力的股票。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的 10 只 “高信念、定价强劲的股票 ”，它们比分析师的目标股价至少有 20% 的上涨空间，按字母顺序排列：</blockquote></p><p> <ul>  <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为 255 美元，这意味着周三下午交易中的价格上涨约 21%。分析师迈克尔-拉瑟（Michael Lasser）说，他认为这家汽车零部件公司（AAP）的售后市场基本面处于强势地位，流动性的逐步提高和办公室工作的回归应该会推动车辆行驶里程的进一步恢复。</li></ul>“拉瑟写道：”汽车零部件行业历来拥有强大的定价权，有能力将价格上涨转嫁给客户。“此外，AAP 在商业市场领域也拥有最大的曝光率，这一点被视为更有利”。</blockquote></p><p> <ul>  <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司，其目标价为 175 美元，这意味着 24% 的上涨空间。分析师大卫-沃格特（David Vogt）说，瑞银调查显示客户对苹果产品的满意度很高，这表明这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车（BEV）市场的采用。</li></ul>“沃格特写道：”尽管产品采购/生产有所增加，但终端市场需求逐年改善，导致'等待时间'延长。关于纯电动汽车市场，沃格特说，虽然苹果不是先行者，但 “其丰富的资源应该能使该公司成为一个'快速追随者'”，类似于 2007 年进入智能手机市场时的情况。</blockquote></p><p> <ul>  <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>芝商所集团公司，目标价为 245 美元，意味着 23% 的上涨空间。分析师亚历克斯·克拉姆表示，衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>“克拉姆写道：”作为一家主要从事美国期货业务的公司，芝加哥商品交易所在该领域享有最高的准入门槛。</blockquote></p><p> <ul>  <li>Danaher Corp.&nbsp;has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为 365 美元，这意味着 22% 的上涨空间。分析师约翰-苏尔比尔（John Sourbeer）认为，这家医疗产品和服务公司（DHR）在生命科学工具和服务领域 “处于非常有利的地位”，因为 COVID 检测的表现应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>“Sourbeer 写道：”DHR 销售引擎能够主动识别潜在定价压力领域，并[成功]引导客户购买高价值产品。</blockquote></p><p></p><p> <ul>  <li>EOG Resources Inc.&nbsp;has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc. 的目标股价为 119 美元，上涨空间为 38%。分析师劳埃德-伯恩（Lloyd Byrne）认为，由于钻井天数减少、部署 “超级拉链压裂 ”以及以较低的费率谈判的合同，预计 2022 年油井成本将持平甚至更低，因此这家石油和天然气勘探公司已做好充分准备，可以缓解明年预期的通胀压力。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最好地控制成本来保持利润率的公司则处于更有利的地位，”伯恩写道。“与大多数公司相比，EOG 在投入和服务成本方面积极主动，同时在运营方面表现出色”。</blockquote></p><p> <ul>  <li>Extra Space Storage Inc.’s&nbsp;stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc. 210 美元的目标股价意味着 24% 的上涨空间。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求加上供应增长放缓，将支撑租金增长。</li></ul>“戈德史密斯写道：”对自助仓储的强劲需求和较高的入住率，再加上其非自由支配性质，增加了运营商的定价权。“运营商正在向新客户以及现有客户每 9-12 个月上涨一次租金”。</blockquote></p><p> <ul>  <li>Generac Holdings Inc.&nbsp;has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc.&nbsp;and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc. 的目标价为 500 美元，这意味着 23% 的上涨空间。分析师乔恩-温德姆（Jon Windham）认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有的 SolarEdge Technologies Inc. 和 Enphase Energy Inc. 手中夺取市场份额。</li></ul>“温德姆写道：”占据主导地位的市场份额（约 80%）和对家庭备用电源的强劲需求使本已很高的住宅产品利润率隔绝开来。</blockquote></p><p> <ul>  <li>Nike Inc.’s&nbsp;price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司 185 美元的目标价意味着 24% 的上涨空间。分析师 Jay Sole 表示，瑞银的调查和定价数据显示，耐克品牌目前在全球心智份额中排名第一，这家运动服装和配饰公司还有很大的减少促销的空间。</li></ul>“索尔写道：”我们认为，市场并没有充分认识到耐克在产品创新、供应链和电子商务方面的投资是如何协同推动销量增长和[平均售价]上涨的。</blockquote></p><p> <ul>  <li>Salesforce.com Inc.&nbsp;has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc. 的目标股价为 330 美元，这意味着 20% 的上涨潜力。分析师 Karl Keirstead 表示，这家客户关系管理软件公司似乎已经远远超越了之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“Keirstead 写道：”重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，包括营收优异、向 WFH（在家工作）和基于 Zoom 的客户互动的永久转变，以及内部更新的费用纪律.这三大驱动因素。</blockquote></p><p> <ul>  <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc. 480 美元的目标价意味着 28% 的上涨空间。分析师马修·泰勒 (Matthew Taylor) 表示，这家医疗技术产品公司生产了许多低调的廉价产品，因为它们有机会提高价格。</li></ul>泰勒说，他相信从长远来看，利润率可以 “大幅提高”，因为公司可以利用必要程序和选择性程序，而这些程序在后大流行病时代应该会很快恢复。</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>Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是 10 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是 10 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-07 09:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片社</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者正在等待看哪些公司最擅长应对飙升的成本压力和运输中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc.&nbsp;and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&amp;P 500 companies&nbsp;expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股总收益预计将同比增长约27%，销售额增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>“瑞银策略师在本周给客户的一份报告中写道：”随着运输成本飙升、原材料价格上涨、供应链问题和工资增长加速，定价权应该成为相对回报的一个更加重要的主题。</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，以基思·帕克为首的策略师要求瑞银33个行业的分析师找出相对定价能力最强的公司。分析师们还被要求根据瑞银股票策略公司（UBS Equity Strategy）对定价权、利润率动量和投入成本敞口的综合评分，选出在各自行业中得分排名前三分之一的公司；给予“买入”评级；并拥有较各自价格目标至少有 10% 上涨潜力的股票。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的 10 只 “高信念、定价强劲的股票 ”，它们比分析师的目标股价至少有 20% 的上涨空间，按字母顺序排列：</blockquote></p><p> <ul>  <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为 255 美元，这意味着周三下午交易中的价格上涨约 21%。分析师迈克尔-拉瑟（Michael Lasser）说，他认为这家汽车零部件公司（AAP）的售后市场基本面处于强势地位，流动性的逐步提高和办公室工作的回归应该会推动车辆行驶里程的进一步恢复。</li></ul>“拉瑟写道：”汽车零部件行业历来拥有强大的定价权，有能力将价格上涨转嫁给客户。“此外，AAP 在商业市场领域也拥有最大的曝光率，这一点被视为更有利”。</blockquote></p><p> <ul>  <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司，其目标价为 175 美元，这意味着 24% 的上涨空间。分析师大卫-沃格特（David Vogt）说，瑞银调查显示客户对苹果产品的满意度很高，这表明这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车（BEV）市场的采用。</li></ul>“沃格特写道：”尽管产品采购/生产有所增加，但终端市场需求逐年改善，导致'等待时间'延长。关于纯电动汽车市场，沃格特说，虽然苹果不是先行者，但 “其丰富的资源应该能使该公司成为一个'快速追随者'”，类似于 2007 年进入智能手机市场时的情况。</blockquote></p><p> <ul>  <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>芝商所集团公司，目标价为 245 美元，意味着 23% 的上涨空间。分析师亚历克斯·克拉姆表示，衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>“克拉姆写道：”作为一家主要从事美国期货业务的公司，芝加哥商品交易所在该领域享有最高的准入门槛。</blockquote></p><p> <ul>  <li>Danaher Corp.&nbsp;has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为 365 美元，这意味着 22% 的上涨空间。分析师约翰-苏尔比尔（John Sourbeer）认为，这家医疗产品和服务公司（DHR）在生命科学工具和服务领域 “处于非常有利的地位”，因为 COVID 检测的表现应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>“Sourbeer 写道：”DHR 销售引擎能够主动识别潜在定价压力领域，并[成功]引导客户购买高价值产品。</blockquote></p><p></p><p> <ul>  <li>EOG Resources Inc.&nbsp;has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc. 的目标股价为 119 美元，上涨空间为 38%。分析师劳埃德-伯恩（Lloyd Byrne）认为，由于钻井天数减少、部署 “超级拉链压裂 ”以及以较低的费率谈判的合同，预计 2022 年油井成本将持平甚至更低，因此这家石油和天然气勘探公司已做好充分准备，可以缓解明年预期的通胀压力。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最好地控制成本来保持利润率的公司则处于更有利的地位，”伯恩写道。“与大多数公司相比，EOG 在投入和服务成本方面积极主动，同时在运营方面表现出色”。</blockquote></p><p> <ul>  <li>Extra Space Storage Inc.’s&nbsp;stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc. 210 美元的目标股价意味着 24% 的上涨空间。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求加上供应增长放缓，将支撑租金增长。</li></ul>“戈德史密斯写道：”对自助仓储的强劲需求和较高的入住率，再加上其非自由支配性质，增加了运营商的定价权。“运营商正在向新客户以及现有客户每 9-12 个月上涨一次租金”。</blockquote></p><p> <ul>  <li>Generac Holdings Inc.&nbsp;has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc.&nbsp;and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc. 的目标价为 500 美元，这意味着 23% 的上涨空间。分析师乔恩-温德姆（Jon Windham）认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有的 SolarEdge Technologies Inc. 和 Enphase Energy Inc. 手中夺取市场份额。</li></ul>“温德姆写道：”占据主导地位的市场份额（约 80%）和对家庭备用电源的强劲需求使本已很高的住宅产品利润率隔绝开来。</blockquote></p><p> <ul>  <li>Nike Inc.’s&nbsp;price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司 185 美元的目标价意味着 24% 的上涨空间。分析师 Jay Sole 表示，瑞银的调查和定价数据显示，耐克品牌目前在全球心智份额中排名第一，这家运动服装和配饰公司还有很大的减少促销的空间。</li></ul>“索尔写道：”我们认为，市场并没有充分认识到耐克在产品创新、供应链和电子商务方面的投资是如何协同推动销量增长和[平均售价]上涨的。</blockquote></p><p> <ul>  <li>Salesforce.com Inc.&nbsp;has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc. 的目标股价为 330 美元，这意味着 20% 的上涨潜力。分析师 Karl Keirstead 表示，这家客户关系管理软件公司似乎已经远远超越了之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“Keirstead 写道：”重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，包括营收优异、向 WFH（在家工作）和基于 Zoom 的客户互动的永久转变，以及内部更新的费用纪律.这三大驱动因素。</blockquote></p><p> <ul>  <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc. 480 美元的目标价意味着 28% 的上涨空间。分析师马修·泰勒 (Matthew Taylor) 表示，这家医疗技术产品公司生产了许多低调的廉价产品，因为它们有机会提高价格。</li></ul>泰勒说，他相信从长远来看，利润率可以 “大幅提高”，因为公司可以利用必要程序和选择性程序，而这些程序在后大流行病时代应该会很快恢复。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?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":{"FDX":"联邦快递","SEDG":"SolarEdge Technologies, Inc.","ENPH":"Enphase Energy","AEE":"阿曼瑞恩","AAPL":"苹果","CRM":"赛富时","DHR":"丹纳赫","USB":"美国合众银行","GNRC":"Generac控股","CHTR":"特许通讯","EXR":"Extra Space Storage Inc","CME":"芝加哥商品交易所","NKE":"耐克","DLTR":"美元树公司","NUS":"如新集团","KO":"可口可乐","AAP":"Advance Auto Parts Inc","SBAC":"SBA通信","EOG":"依欧格资源"},"source_url":"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173948607","content_text":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge\nGetty Images\nInflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.\nUBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.\nA number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc. and Dollar Tree Inc..\nThird-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&P 500 companies expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.\n“Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.\nSo the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.\nHere are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:\n\nAdvance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.\n\n“The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”\n\nApple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.\n\n“End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.\n\nCME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.\n\n“As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.\n\nDanaher Corp. has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.\n\n“DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.\n\nEOG Resources Inc. has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.\n\n“Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”\n\nExtra Space Storage Inc.’s stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.\n\n“Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”\n\nGenerac Holdings Inc. has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc. and Enphase Energy Inc..\n\n“Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.\n\nNike Inc.’s price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.\n\n“We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.\n\nSalesforce.com Inc. has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.\n\n“Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.\n\nTeleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.\n\nTaylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.","news_type":1,"symbols_score_info":{"FDX":0.9,"DHR":0.9,"CME":0.9,"CRM":0.9,"USB":0.9,"AAP":0.9,"GNRC":0.9,"SEDG":0.9,"CHTR":0.9,"EOG":0.9,"DLTR":0.9,"AAPL":0.9,"NKE":0.9,"NUS":0.9,"ENPH":0.9,"AEE":0.9,"KO":0.9,"EXR":0.9,"SBAC":0.9}},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}