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CSL1m
2021-12-26
Nice
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CSL1m
2021-12-14
[What]
外媒头条:美联储可能上演历史罕见鹰派转变
CSL1m
2021-12-02
Please help 🥺
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CSL1m
2021-12-01
[Cry] [Cry]
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CSL1m
2021-11-18
Some friend told me....Why still keep it....I said this company still alive.... Some day may hit $8 or above...
CSL1m
2021-11-15
$Sundial Growers Inc.(SNDL)$
will this going to be another GameStop?Hold on! The crazy thinking on my mine. $13 is just soon[财迷] [财迷] [财迷]
CSL1m
2021-11-02
Crazy.... Why not my purchase units happen? [流泪] [流泪] [流泪]
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CSL1m
2021-10-28
Tired.
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CSL1m
2021-10-18
...
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CSL1m
2021-10-16
When to earn back?
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CSL1m
2021-10-07
Lol
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“高度确信”的公司股票,它们具有强大的定价能力,比瑞银目标至少有20%的上涨潜力</blockquote>
CSL1m
2021-10-04
Great ariticle, would you like to share it?
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CSL1m
2021-10-04
Jaguar health no in list?
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CSL1m
2021-10-04
Like
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CSL1m
2021-10-02
good
Top 10 stocks that Wall Street’s picks for Q4<blockquote>华尔街第四季度精选的十大股票</blockquote>
CSL1m
2021-09-29
[流泪]
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CSL1m
2021-09-28
$BlackBerry(BB)$
Time to Grow?
CSL1m
2021-09-18
Why closed
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CSL1m
2021-09-16
$SIA ENGINEERING CO LTD(S59.SI)$
loser life
CSL1m
2021-09-16
$GENTING SINGAPORE LIMITED(G13.SI)$
every bought.... Lose
去老虎APP查看更多动态
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","listText":"[What] ","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604414856","repostId":"2191098415","repostType":2,"repost":{"id":"2191098415","kind":"news","pubTimestamp":1639431600,"share":"https://www.laohu8.com/m/news/2191098415?lang=zh_CN&edition=full","pubTime":"2021-12-14 05:40","market":"sh","language":"zh","title":"外媒头条:美联储可能上演历史罕见鹰派转变","url":"https://stock-news.laohu8.com/highlight/detail?id=2191098415","media":"市场资讯","summary":" 纽约联邦储备银行最新消费者调查显示,美国消费者对未来一年的通胀预期升至6%的新高。 这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。 经济学家预计,美联储官员本周将加快收缩购债步伐,并发出2022年加息的信号,在1980年代以来最强通胀面前上演历史性的政策转变。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有:</b></p>\n<blockquote>\n <b>1、纽约联储调查显示:消费者对未来一年的通胀预期升至6%的新高</b>\n</blockquote>\n<blockquote>\n <b>2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克当选时代杂志2021年度风云人物</b>\n</blockquote>\n<blockquote>\n <b>4、牛津大学:omicron毒株能削弱两针<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>或<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>疫苗的保护力</b>\n</blockquote>\n<blockquote>\n <b>5、七国集团财长承诺解决供应链问题并避免未来重演</b>\n</blockquote>\n<blockquote>\n <b>6、小摩预计美失业率明年将降至3%左右 奥密克戎是就业市场主要风险</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/ce56c82d6c11f45604012124909fbdc4\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>纽约联储调查显示:消费者对未来一年的通胀预期升至6%的新高</b></p>\n<p>纽约联邦储备银行最新消费者调查显示,美国消费者对未来一年的通胀预期升至6%的新高。</p>\n<p>调查还显示,三年通胀预期自6月以来首次下降,达到4%,主要是受到无大学学历受访者的预期推动。然而,无论是短期还是长期,通胀的不确定性水平都在上升,并且都达到了历史新高。</p>\n<p>这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。</p>\n<p>调查还显示,消费者对经济的乐观程度下降。</p>\n<p>调查显示,美国未来一年失业率上升的平均概率提高了0.6个百分点。11月受访者对与一年前相比家庭当前财务状况的看法有所恶化,更多受访者称财务状况变差。</p>\n<p><img src=\"https://static.tigerbbs.com/ad8e2ae248c8736422a112e3a316d6b9\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>加速减码+预告加息 美联储可能上演历史罕见的鹰派转变</b></p>\n<p>经济学家预计,美联储官员本周将加快收缩购债步伐,并发出2022年加息的信号,在1980年代以来最强通胀面前上演历史性的政策转变。</p>\n<p>超过一半的受访者预计,美联储周三结束两天政策会议后发布的季度预测将显示,18位官员的中值预测是明年加息两次。</p>\n<p>这与他们9月份的预测相比有变化。当时,决策者在2022年或2023年首次加息的预测上平分秋色。</p>\n<p>“这将是点阵图历史上最大的鹰派转变,”Macropolicy Perspectives高级经济学家Laura Rosner-Warburton表示。美联储自2012年开始发布利率预测的点阵图。</p>\n<p><img src=\"https://n.sinaimg.cn/tech/transform/395/w512h683/20211213/2dd2-a526974a89f50d8229b23ab688835d45.png\" tg-width=\"512\" tg-height=\"683\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物</b></p>\n<p>据报道,特斯拉CEO埃隆·马斯克(Elon Musk)今日被美国《时代》杂志评为“2021年度风云人物”。</p>\n<p>《时代》杂志称,作为世界上最富有的人,他没有房子,最近一直在抛售财产。他将卫星送入轨道,并利用<a href=\"https://laohu8.com/S/000591\">太阳能</a>服务千家万户。他驾驶着一辆自己制造的汽车,不需要汽油,也几乎不需要司机。他的手指一挥,股市就会暴涨或暴跌。他的每一句话都被一大群粉丝挂在嘴边。当他把业务推向全球时,还梦想着移民火星。</p>\n<p><img src=\"https://static.tigerbbs.com/4133304c52fa226b469ba60f980192f1\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>牛津大学:omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力</b></p>\n<p>研究人员发现,正如人们所担忧的一样,omicron变异株削弱了辉瑞和阿斯利康两剂新冠疫苗所能提供的保护力,增加了接种者感染风险。</p>\n<p>牛津大学研究人员周一在一份报告中表示,在对接种辉瑞或阿斯利康疫苗的人采集的血液样本中,经检测新毒株omicron令中和抗体大幅减少,尤其是和德尔塔毒株相比,降幅很明显。</p>\n<p>阿斯利康疫苗的创造者之一Teresa Lambe表示,在接下来的几周,omicron的影响应该会得到更好的记录,以明确是否需要接种新疫苗。</p>\n<p>“我们希望当前的疫苗能够预防严重疾病和住院治疗”,Lambe表示。 “我们和其他疫苗生产商的立场是,如果需要一种针对新毒株的疫苗,我们可以快速推进。”</p>\n<p><img src=\"https://static.tigerbbs.com/7eb99a948e8b987f3e2c4401c8f7e901\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>七国集团财长承诺解决供应链问题并避免未来重演</b></p>\n<p>七国集团财长承诺加强合作,以解决造成商品短缺和通胀飙升的全球供应链问题。</p>\n<p>由于运输问题导致供应中断,零部件制成品短缺以及疫情造成能源价格上涨,全球消费者价格都在飙升。美国通胀率已触及1982年以来的最高水平,欧元区通胀率达到了创纪录的4.9%。</p>\n<p>在七国集团财长和央行行长会议的最后公报中,轮值主席国英国的财政大臣Rishi Sunak称,该组织将着眼于预测并避免未来的供应紧张。</p>\n<p>英国财政部表示,七国集团财长和央行行长们“就如何提高供应链韧性以及如何更准确地预测未来可能发生的干扰交换了看法”。</p>\n<p><img src=\"https://static.tigerbbs.com/5d92536ec41518383402813fee58b8bc\" tg-width=\"550\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>小摩预计美失业率明年将降至3%左右 奥密克戎是就业市场主要风险</b></p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>首席美国经济学家Michael Feroli认为,2022年美国失业率将下降。</p>\n<p>“我认为到2022年底可以看到失业率在3%左右,”Feroli称。“过去五个月的失业率下降幅度令人深刻印象。我们预计下降速度会放缓,但很快就会降至4%以下。”</p>\n<p>在Feroli看来,随着雇主寻找人才以推动企业从疫情中复苏,就业市场可能会以良好的势头进入2022年。</p>\n<p>Feroli还预计,明年美国GDP将增长3%。他认为,美联储将在9月开始加息以抵消通胀,而通胀在一定程度上是由于劳动力市场状况吃紧。</p>\n<p>此外,就业市场的一个主要风险仍然是奥密克戎变体及其是否会减缓企业的招聘计划。</p>","source":"sina","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>外媒头条:美联储可能上演历史罕见鹰派转变</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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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n外媒头条:美联储可能上演历史罕见鹰派转变\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 05:40 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、纽约联储调查显示:消费者对未来一年的通胀预期升至6%的新高\n\n\n2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n\n\n3、特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n\n\n4、牛津大学:omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n\n\n5、七国集团财长承诺解决供应链问题并避免未来重演\n\n\n6、小摩预计美失业率明年将...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","UDOW":"三倍做多道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares",".SPX":"S&P 500 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奥密克戎是就业市场主要风险\n\n\n纽约联储调查显示:消费者对未来一年的通胀预期升至6%的新高\n纽约联邦储备银行最新消费者调查显示,美国消费者对未来一年的通胀预期升至6%的新高。\n调查还显示,三年通胀预期自6月以来首次下降,达到4%,主要是受到无大学学历受访者的预期推动。然而,无论是短期还是长期,通胀的不确定性水平都在上升,并且都达到了历史新高。\n这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。\n调查还显示,消费者对经济的乐观程度下降。\n调查显示,美国未来一年失业率上升的平均概率提高了0.6个百分点。11月受访者对与一年前相比家庭当前财务状况的看法有所恶化,更多受访者称财务状况变差。\n\n加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n经济学家预计,美联储官员本周将加快收缩购债步伐,并发出2022年加息的信号,在1980年代以来最强通胀面前上演历史性的政策转变。\n超过一半的受访者预计,美联储周三结束两天政策会议后发布的季度预测将显示,18位官员的中值预测是明年加息两次。\n这与他们9月份的预测相比有变化。当时,决策者在2022年或2023年首次加息的预测上平分秋色。\n“这将是点阵图历史上最大的鹰派转变,”Macropolicy Perspectives高级经济学家Laura Rosner-Warburton表示。美联储自2012年开始发布利率预测的点阵图。\n\n特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n据报道,特斯拉CEO埃隆·马斯克(Elon Musk)今日被美国《时代》杂志评为“2021年度风云人物”。\n《时代》杂志称,作为世界上最富有的人,他没有房子,最近一直在抛售财产。他将卫星送入轨道,并利用太阳能服务千家万户。他驾驶着一辆自己制造的汽车,不需要汽油,也几乎不需要司机。他的手指一挥,股市就会暴涨或暴跌。他的每一句话都被一大群粉丝挂在嘴边。当他把业务推向全球时,还梦想着移民火星。\n\n牛津大学:omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n研究人员发现,正如人们所担忧的一样,omicron变异株削弱了辉瑞和阿斯利康两剂新冠疫苗所能提供的保护力,增加了接种者感染风险。\n牛津大学研究人员周一在一份报告中表示,在对接种辉瑞或阿斯利康疫苗的人采集的血液样本中,经检测新毒株omicron令中和抗体大幅减少,尤其是和德尔塔毒株相比,降幅很明显。\n阿斯利康疫苗的创造者之一Teresa Lambe表示,在接下来的几周,omicron的影响应该会得到更好的记录,以明确是否需要接种新疫苗。\n“我们希望当前的疫苗能够预防严重疾病和住院治疗”,Lambe表示。 “我们和其他疫苗生产商的立场是,如果需要一种针对新毒株的疫苗,我们可以快速推进。”\n\n七国集团财长承诺解决供应链问题并避免未来重演\n七国集团财长承诺加强合作,以解决造成商品短缺和通胀飙升的全球供应链问题。\n由于运输问题导致供应中断,零部件制成品短缺以及疫情造成能源价格上涨,全球消费者价格都在飙升。美国通胀率已触及1982年以来的最高水平,欧元区通胀率达到了创纪录的4.9%。\n在七国集团财长和央行行长会议的最后公报中,轮值主席国英国的财政大臣Rishi Sunak称,该组织将着眼于预测并避免未来的供应紧张。\n英国财政部表示,七国集团财长和央行行长们“就如何提高供应链韧性以及如何更准确地预测未来可能发生的干扰交换了看法”。\n\n小摩预计美失业率明年将降至3%左右 奥密克戎是就业市场主要风险\n摩根大通首席美国经济学家Michael 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","text":"When to earn back?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824528807","repostId":"2173594485","repostType":2,"isVote":1,"tweetType":1,"viewCount":3753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823347314,"gmtCreate":1633591415153,"gmtModify":1633591415733,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568421726936497","authorIdStr":"3568421726936497"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823347314","repostId":"2173948607","repostType":4,"repost":{"id":"2173948607","kind":"highlight","pubTimestamp":1633570746,"share":"https://www.laohu8.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“高度确信”的公司股票,它们具有强大的定价能力,比瑞银目标至少有20%的上涨潜力</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</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,投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</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提高价格,从而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. 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前瞻性指引,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&P 500 companies 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公司的每股收益总额预计将同比增长约27%,销售额将同比增长约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>瑞银策略师本周在给客户的一份报告中写道:“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速,定价能力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,由基思·帕克(Keith Parker)领导的策略师要求瑞银(UBS)33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分,选出在各自行业中得分排名前三分之一的公司;拥有“买入”评级;并且股票的价格目标至少有10%的上涨潜力。</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“信念坚定、定价能力强的股票”,它们比分析师的股价目标至少有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的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示,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,流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权,能够将价格上涨转嫁给客户,”拉塞尔写道。“此外,AAP在市场的商业领域也拥有最大的敞口,这一点受到了更多的青睐。”</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>苹果公司的目标价为175美元,意味着24%的上涨空间。分析师David Vogt表示,瑞银调查显示客户对苹果产品的满意度很高,其技术能力的结合表明,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/产量增加,但终端市场需求逐年改善,导致‘等待时间’增加。”关于纯电动汽车市场,Vogt表示,虽然苹果不是先行者,但“其大量资源应该使该公司成为‘快速追随者’”,类似于2007年进入智能手机市场时。</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>CME Group Inc.,目标价为245美元,意味着上涨23%。分析师Alex Kramm表示,该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:“作为一家主要的美国期货企业,芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul> <li>Danaher 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.</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John Sourbeer认为,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”,因为新冠病毒检测应该比同行好得多,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的领域,并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul> <li>EOG 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.</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38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判,预计2022年油井成本将持平或下降,这家石油和天然气勘探公司处于有利地位,可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过,那些能够通过最佳控制成本来保持利润的公司处于更有利的地位,”伯恩写道。“EOG比大多数公司处于更有利的地位,因为它积极主动地降低投入和服务成本,同时在运营方面表现出色。”</blockquote></p><p> <ul> <li>Extra 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.</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.的目标股价为210美元,意味着上涨24%。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:“对自助存储的强劲需求和较高的入住率,加上其非自由支配的性质,增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权,现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul> <li>Generac 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..</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,这意味着上涨23%。分析师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企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道:“主导市场份额(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受到影响。”</blockquote></p><p> <ul> <li>Nike 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.</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关注度排名第一,这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道:“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul> <li>Salesforce.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.</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正在远远超越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>“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,营收表现出色,永久转向WFH(在家工作)和基于Zoom的客户互动,以及内部更新的费用纪律……这是三个最大的驱动因素,”凯尔斯泰德写道。</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.的目标价为480美元,意味着上涨28%。分析师马修·泰勒表示,这家医疗技术产品公司生产了许多不为人所知的廉价产品,这给了他们提高价格的机会。</li></ul>泰勒表示,鉴于该公司在必要程序和选择性程序方面的影响力,他相信从长远来看,利润率可能会“显着提高”,而在大流行后的世界中,这些程序应该会迅速恢复。</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“高度确信”的公司股票,它们具有强大的定价能力,比瑞银目标至少有20%的上涨潜力</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“高度确信”的公司股票,它们具有强大的定价能力,比瑞银目标至少有20%的上涨潜力</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</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,投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</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提高价格,从而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. 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前瞻性指引,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&P 500 companies 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公司的每股收益总额预计将同比增长约27%,销售额将同比增长约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>瑞银策略师本周在给客户的一份报告中写道:“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速,定价能力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,由基思·帕克(Keith Parker)领导的策略师要求瑞银(UBS)33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分,选出在各自行业中得分排名前三分之一的公司;拥有“买入”评级;并且股票的价格目标至少有10%的上涨潜力。</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“信念坚定、定价能力强的股票”,它们比分析师的股价目标至少有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的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示,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,流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权,能够将价格上涨转嫁给客户,”拉塞尔写道。“此外,AAP在市场的商业领域也拥有最大的敞口,这一点受到了更多的青睐。”</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>苹果公司的目标价为175美元,意味着24%的上涨空间。分析师David Vogt表示,瑞银调查显示客户对苹果产品的满意度很高,其技术能力的结合表明,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/产量增加,但终端市场需求逐年改善,导致‘等待时间’增加。”关于纯电动汽车市场,Vogt表示,虽然苹果不是先行者,但“其大量资源应该使该公司成为‘快速追随者’”,类似于2007年进入智能手机市场时。</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>CME Group Inc.,目标价为245美元,意味着上涨23%。分析师Alex Kramm表示,该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:“作为一家主要的美国期货企业,芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul> <li>Danaher 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.</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John Sourbeer认为,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”,因为新冠病毒检测应该比同行好得多,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的领域,并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul> <li>EOG 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.</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38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判,预计2022年油井成本将持平或下降,这家石油和天然气勘探公司处于有利地位,可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过,那些能够通过最佳控制成本来保持利润的公司处于更有利的地位,”伯恩写道。“EOG比大多数公司处于更有利的地位,因为它积极主动地降低投入和服务成本,同时在运营方面表现出色。”</blockquote></p><p> <ul> <li>Extra 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.</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.的目标股价为210美元,意味着上涨24%。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:“对自助存储的强劲需求和较高的入住率,加上其非自由支配的性质,增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权,现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul> <li>Generac 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..</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,这意味着上涨23%。分析师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企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道:“主导市场份额(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受到影响。”</blockquote></p><p> <ul> <li>Nike 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.</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关注度排名第一,这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道:“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul> <li>Salesforce.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.</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正在远远超越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>“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,营收表现出色,永久转向WFH(在家工作)和基于Zoom的客户互动,以及内部更新的费用纪律……这是三个最大的驱动因素,”凯尔斯泰德写道。</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.的目标价为480美元,意味着上涨28%。分析师马修·泰勒表示,这家医疗技术产品公司生产了许多不为人所知的廉价产品,这给了他们提高价格的机会。</li></ul>泰勒表示,鉴于该公司在必要程序和选择性程序方面的影响力,他相信从长远来看,利润率可能会“显着提高”,而在大流行后的世界中,这些程序应该会迅速恢复。</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":{"DLTR":"美元树公司","DHR":"丹纳赫","EOG":"依欧格资源","NKE":"耐克","NUS":"如新集团","CHTR":"特许通讯","SEDG":"SolarEdge Technologies, Inc.","AAP":"Advance Auto Parts Inc","AEE":"阿曼瑞恩","FDX":"联邦快递","KO":"可口可乐","CRM":"赛富时","SBAC":"SBA通信","USB":"美国合众银行","ENPH":"Enphase Energy","AAPL":"苹果","EXR":"Extra Space Storage Inc","GNRC":"Generac控股","CME":"芝加哥商品交易所"},"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":{"EOG":0.9,"SBAC":0.9,"EXR":0.9,"AAPL":0.9,"AEE":0.9,"CRM":0.9,"FDX":0.9,"AAP":0.9,"GNRC":0.9,"NUS":0.9,"CHTR":0.9,"NKE":0.9,"USB":0.9,"ENPH":0.9,"SEDG":0.9,"DLTR":0.9,"CME":0.9,"KO":0.9,"DHR":0.9}},"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820172667,"gmtCreate":1633362745474,"gmtModify":1633362746053,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568421726936497","authorIdStr":"3568421726936497"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820172667","repostId":"2171930838","repostType":2,"isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820172982,"gmtCreate":1633362707059,"gmtModify":1633362707621,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568421726936497","authorIdStr":"3568421726936497"},"themes":[],"htmlText":"Jaguar health no in list? 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","text":"Jaguar health no in list?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820172982","repostId":"2171930838","repostType":2,"isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820178575,"gmtCreate":1633362558241,"gmtModify":1633362558870,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568421726936497","authorIdStr":"3568421726936497"},"themes":[],"htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820178575","repostId":"2172995403","repostType":2,"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864508766,"gmtCreate":1633127782676,"gmtModify":1633127783227,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568421726936497","authorIdStr":"3568421726936497"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864508766","repostId":"1199143925","repostType":2,"repost":{"id":"1199143925","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633078771,"share":"https://www.laohu8.com/m/news/1199143925?lang=zh_CN&edition=full","pubTime":"2021-10-01 16:59","market":"us","language":"en","title":"Top 10 stocks that Wall Street’s picks for Q4<blockquote>华尔街第四季度精选的十大股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199143925","media":"Tiger Newspress","summary":"To find the names Wall Street thinks could take the market higher in th fourth quarter, CNBC Pro ide","content":"<p>To find the names Wall Street thinks could take the market higher in th fourth quarter, CNBC Pro identified the stocks with at least 70% of analysts say to buy. We then found the top 10 stocks from that pool ranked by consensus 12-month price target upside.</p><p><blockquote>为了找到华尔街认为可能在第四季度推动市场走高的股票,CNBC Pro确定了至少70%分析师表示买入的股票。然后,我们发现该池中排名前10的股票按共识12个月价格目标上涨空间排名。</blockquote></p><p> Take a look at CNBC Pro’s list.<img src=\"https://static.tigerbbs.com/5ae083b97e4feaf3496a1e1d77d78429\" tg-width=\"1360\" tg-height=\"1466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Topping the list for potential upside is News Corp, the parent company of The Wall Street Journal-publisher Dow Jones. Analysts on average see the stock rallying 37.4% in the next 12-months. The stock is also outperforming the market this year, rising 33% compared with the S&P 500′s 16% gain.</p><p><blockquote>看看CNBC Pro的列表。位居潜在上涨榜首的是《华尔街日报》出版商道琼斯的母公司新闻集团。分析师平均预计该股在未来12个月内将上涨37.4%。该股今年的表现也优于大盘,上涨了33%,而标普500的涨幅为16%。</blockquote></p><p> Alaska Air Group is the most liked stock on the Street from the screen. The airline stock has a buy rating from 93% of analysts covering the name. Analysts think Alaska Air can rise 27.7% in the next year.</p><p><blockquote>阿拉斯加航空集团是屏幕上最受欢迎的股票。93%的分析师对该航空公司股票给予买入评级。分析师认为阿拉斯加航空明年可能上涨27.7%。</blockquote></p><p> Power generator company Generac makes CNBC Pro’s screen and has the best year-to-date performance out of the list. The stock has gained nearly 80% as of Wednesday’s close. Wall Street thinks Generac has more room to run with consensus potential upside of 25.4%.</p><p><blockquote>发电机公司Generac制作了CNBC Pro的屏幕,并在榜单中拥有今年迄今为止最好的表现。截至周三收盘,该股已上涨近80%。华尔街认为Generac还有更大的运行空间,共识潜在上涨空间为25.4%。</blockquote></p><p> Other names to make CNBC Pro’s screen include General Motors, T-Mobile and PayPal.</p><p><blockquote>其他出现在CNBC Pro屏幕上的公司包括通用汽车、T-Mobile和PayPal。</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>Top 10 stocks that Wall Street’s picks for Q4<blockquote>华尔街第四季度精选的十大股票</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\">\nTop 10 stocks that Wall Street’s picks for Q4<blockquote>华尔街第四季度精选的十大股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-01 16:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>To find the names Wall Street thinks could take the market higher in th fourth quarter, CNBC Pro identified the stocks with at least 70% of analysts say to buy. We then found the top 10 stocks from that pool ranked by consensus 12-month price target upside.</p><p><blockquote>为了找到华尔街认为可能在第四季度推动市场走高的股票,CNBC Pro确定了至少70%分析师表示买入的股票。然后,我们发现该池中排名前10的股票按共识12个月价格目标上涨空间排名。</blockquote></p><p> Take a look at CNBC Pro’s list.<img src=\"https://static.tigerbbs.com/5ae083b97e4feaf3496a1e1d77d78429\" tg-width=\"1360\" tg-height=\"1466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Topping the list for potential upside is News Corp, the parent company of The Wall Street Journal-publisher Dow Jones. Analysts on average see the stock rallying 37.4% in the next 12-months. The stock is also outperforming the market this year, rising 33% compared with the S&P 500′s 16% gain.</p><p><blockquote>看看CNBC Pro的列表。位居潜在上涨榜首的是《华尔街日报》出版商道琼斯的母公司新闻集团。分析师平均预计该股在未来12个月内将上涨37.4%。该股今年的表现也优于大盘,上涨了33%,而标普500的涨幅为16%。</blockquote></p><p> Alaska Air Group is the most liked stock on the Street from the screen. The airline stock has a buy rating from 93% of analysts covering the name. Analysts think Alaska Air can rise 27.7% in the next year.</p><p><blockquote>阿拉斯加航空集团是屏幕上最受欢迎的股票。93%的分析师对该航空公司股票给予买入评级。分析师认为阿拉斯加航空明年可能上涨27.7%。</blockquote></p><p> Power generator company Generac makes CNBC Pro’s screen and has the best year-to-date performance out of the list. The stock has gained nearly 80% as of Wednesday’s close. Wall Street thinks Generac has more room to run with consensus potential upside of 25.4%.</p><p><blockquote>发电机公司Generac制作了CNBC Pro的屏幕,并在榜单中拥有今年迄今为止最好的表现。截至周三收盘,该股已上涨近80%。华尔街认为Generac还有更大的运行空间,共识潜在上涨空间为25.4%。</blockquote></p><p> Other names to make CNBC Pro’s screen include General Motors, T-Mobile and PayPal.</p><p><blockquote>其他出现在CNBC Pro屏幕上的公司包括通用汽车、T-Mobile和PayPal。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NWSA":"新闻集团","TMUS":"T-Mobile US Inc","GM":"通用汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199143925","content_text":"To find the names Wall Street thinks could take the market higher in th fourth quarter, CNBC Pro identified the stocks with at least 70% of analysts say to buy. We then found the top 10 stocks from that pool ranked by consensus 12-month price target upside.\nTake a look at CNBC Pro’s list.Topping the list for potential upside is News Corp, the parent company of The Wall Street Journal-publisher Dow Jones. Analysts on average see the stock rallying 37.4% in the next 12-months. The stock is also outperforming the market this year, rising 33% compared with the S&P 500′s 16% gain.\nAlaska Air Group is the most liked stock on the Street from the screen. The airline stock has a buy rating from 93% of analysts covering the name. Analysts think Alaska Air can rise 27.7% in the next year.\nPower generator company Generac makes CNBC Pro’s screen and has the best year-to-date performance out of the list. The stock has gained nearly 80% as of Wednesday’s close. Wall Street thinks Generac has more room to run with consensus potential upside of 25.4%.\nOther names to make CNBC Pro’s screen include General Motors, T-Mobile and PayPal.","news_type":1,"symbols_score_info":{"TMUS":0.9,"NWSA":0.9,"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862822276,"gmtCreate":1632871111476,"gmtModify":1632871111618,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568421726936497","authorIdStr":"3568421726936497"},"themes":[],"htmlText":"[流泪]","listText":"[流泪]","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862822276","repostId":"1179744266","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862939290,"gmtCreate":1632826744912,"gmtModify":1632826745337,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568421726936497","authorIdStr":"3568421726936497"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a> Time to Grow? 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Lose","images":[{"img":"https://static.tigerbbs.com/d72893f5cfba5b9f5ea21af5f79c9f7d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882724569","isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":357644729,"gmtCreate":1617272326061,"gmtModify":1634521687709,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a> 目标30售出。可能吗?来说说。。。[笑哭] ","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a> 目标30售出。可能吗?来说说。。。[笑哭] ","text":"$BlackBerry(BB)$ 目标30售出。可能吗?来说说。。。[笑哭]","images":[{"img":"https://static.tigerbbs.com/c8dfbddf39de3d1f196f73eb4d6ecf0b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/357644729","isVote":1,"tweetType":1,"viewCount":2724,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568404266089475","authorId":"3568404266089475","name":"Toplee","avatar":"https://static.tigerbbs.com/1eeecf886c283349128c10b5a11ddbbc","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3568404266089475","idStr":"3568404266089475"},"content":"问题是跌倒3元你还守得住吗","text":"问题是跌倒3元你还守得住吗","html":"问题是跌倒3元你还守得住吗"},{"author":{"id":"3478776848018481","authorId":"3478776848018481","name":"高山老虎","avatar":"https://static.tigerbbs.com/f5dc7a92863a3c3cf538277c109b4d26","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3478776848018481","idStr":"3478776848018481"},"content":"多头不死,跌势不止","text":"多头不死,跌势不止","html":"多头不死,跌势不止"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":873400233,"gmtCreate":1636969788515,"gmtModify":1636969788727,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>will this going to be another GameStop?Hold on! The crazy thinking on my mine. $13 is just soon[财迷] [财迷] [财迷] ","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>will this going to be another GameStop?Hold on! The crazy thinking on my mine. $13 is just soon[财迷] [财迷] [财迷] ","text":"$Sundial Growers Inc.(SNDL)$will this going to be another GameStop?Hold on! The crazy thinking on my mine. $13 is just soon[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/873400233","isVote":1,"tweetType":1,"viewCount":3439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162935180,"gmtCreate":1624030754740,"gmtModify":1631885814380,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a> confused on my self when earn little keep worry then sell when even. When losed still keep it. Why like that... Then buy more higer price after sold it..... ","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a> confused on my self when earn little keep worry then sell when even. When losed still keep it. Why like that... Then buy more higer price after sold it..... ","text":"$BlackBerry(BB)$ confused on my self when earn little keep worry then sell when even. When losed still keep it. Why like that... Then buy more higer price after sold it.....","images":[{"img":"https://static.tigerbbs.com/89350b39a4aa509d022209bf6473a0ad","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/162935180","isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":887383708,"gmtCreate":1631976669704,"gmtModify":1632805004337,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"Why closed","listText":"Why closed","text":"Why closed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/887383708","repostId":"2168716185","repostType":4,"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191038167,"gmtCreate":1620826853059,"gmtModify":1634196029855,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>how is it? When get back my capital","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>how is it? When get back my capital","text":"$BlackBerry(BB)$how is it? When get back my capital","images":[{"img":"https://static.tigerbbs.com/7d4b074893d6774887ae310909d6b81d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/191038167","isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":864508766,"gmtCreate":1633127782676,"gmtModify":1633127783227,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864508766","repostId":"1199143925","repostType":2,"repost":{"id":"1199143925","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633078771,"share":"https://www.laohu8.com/m/news/1199143925?lang=zh_CN&edition=full","pubTime":"2021-10-01 16:59","market":"us","language":"en","title":"Top 10 stocks that Wall Street’s picks for Q4<blockquote>华尔街第四季度精选的十大股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199143925","media":"Tiger Newspress","summary":"To find the names Wall Street thinks could take the market higher in th fourth quarter, CNBC Pro ide","content":"<p>To find the names Wall Street thinks could take the market higher in th fourth quarter, CNBC Pro identified the stocks with at least 70% of analysts say to buy. We then found the top 10 stocks from that pool ranked by consensus 12-month price target upside.</p><p><blockquote>为了找到华尔街认为可能在第四季度推动市场走高的股票,CNBC Pro确定了至少70%分析师表示买入的股票。然后,我们发现该池中排名前10的股票按共识12个月价格目标上涨空间排名。</blockquote></p><p> Take a look at CNBC Pro’s list.<img src=\"https://static.tigerbbs.com/5ae083b97e4feaf3496a1e1d77d78429\" tg-width=\"1360\" tg-height=\"1466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Topping the list for potential upside is News Corp, the parent company of The Wall Street Journal-publisher Dow Jones. Analysts on average see the stock rallying 37.4% in the next 12-months. The stock is also outperforming the market this year, rising 33% compared with the S&P 500′s 16% gain.</p><p><blockquote>看看CNBC Pro的列表。位居潜在上涨榜首的是《华尔街日报》出版商道琼斯的母公司新闻集团。分析师平均预计该股在未来12个月内将上涨37.4%。该股今年的表现也优于大盘,上涨了33%,而标普500的涨幅为16%。</blockquote></p><p> Alaska Air Group is the most liked stock on the Street from the screen. The airline stock has a buy rating from 93% of analysts covering the name. Analysts think Alaska Air can rise 27.7% in the next year.</p><p><blockquote>阿拉斯加航空集团是屏幕上最受欢迎的股票。93%的分析师对该航空公司股票给予买入评级。分析师认为阿拉斯加航空明年可能上涨27.7%。</blockquote></p><p> Power generator company Generac makes CNBC Pro’s screen and has the best year-to-date performance out of the list. The stock has gained nearly 80% as of Wednesday’s close. Wall Street thinks Generac has more room to run with consensus potential upside of 25.4%.</p><p><blockquote>发电机公司Generac制作了CNBC Pro的屏幕,并在榜单中拥有今年迄今为止最好的表现。截至周三收盘,该股已上涨近80%。华尔街认为Generac还有更大的运行空间,共识潜在上涨空间为25.4%。</blockquote></p><p> Other names to make CNBC Pro’s screen include General Motors, T-Mobile and PayPal.</p><p><blockquote>其他出现在CNBC Pro屏幕上的公司包括通用汽车、T-Mobile和PayPal。</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>Top 10 stocks that Wall Street’s picks for Q4<blockquote>华尔街第四季度精选的十大股票</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\">\nTop 10 stocks that Wall Street’s picks for Q4<blockquote>华尔街第四季度精选的十大股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-01 16:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>To find the names Wall Street thinks could take the market higher in th fourth quarter, CNBC Pro identified the stocks with at least 70% of analysts say to buy. We then found the top 10 stocks from that pool ranked by consensus 12-month price target upside.</p><p><blockquote>为了找到华尔街认为可能在第四季度推动市场走高的股票,CNBC Pro确定了至少70%分析师表示买入的股票。然后,我们发现该池中排名前10的股票按共识12个月价格目标上涨空间排名。</blockquote></p><p> Take a look at CNBC Pro’s list.<img src=\"https://static.tigerbbs.com/5ae083b97e4feaf3496a1e1d77d78429\" tg-width=\"1360\" tg-height=\"1466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Topping the list for potential upside is News Corp, the parent company of The Wall Street Journal-publisher Dow Jones. Analysts on average see the stock rallying 37.4% in the next 12-months. The stock is also outperforming the market this year, rising 33% compared with the S&P 500′s 16% gain.</p><p><blockquote>看看CNBC Pro的列表。位居潜在上涨榜首的是《华尔街日报》出版商道琼斯的母公司新闻集团。分析师平均预计该股在未来12个月内将上涨37.4%。该股今年的表现也优于大盘,上涨了33%,而标普500的涨幅为16%。</blockquote></p><p> Alaska Air Group is the most liked stock on the Street from the screen. The airline stock has a buy rating from 93% of analysts covering the name. Analysts think Alaska Air can rise 27.7% in the next year.</p><p><blockquote>阿拉斯加航空集团是屏幕上最受欢迎的股票。93%的分析师对该航空公司股票给予买入评级。分析师认为阿拉斯加航空明年可能上涨27.7%。</blockquote></p><p> Power generator company Generac makes CNBC Pro’s screen and has the best year-to-date performance out of the list. The stock has gained nearly 80% as of Wednesday’s close. Wall Street thinks Generac has more room to run with consensus potential upside of 25.4%.</p><p><blockquote>发电机公司Generac制作了CNBC Pro的屏幕,并在榜单中拥有今年迄今为止最好的表现。截至周三收盘,该股已上涨近80%。华尔街认为Generac还有更大的运行空间,共识潜在上涨空间为25.4%。</blockquote></p><p> Other names to make CNBC Pro’s screen include General Motors, T-Mobile and PayPal.</p><p><blockquote>其他出现在CNBC Pro屏幕上的公司包括通用汽车、T-Mobile和PayPal。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NWSA":"新闻集团","TMUS":"T-Mobile US Inc","GM":"通用汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199143925","content_text":"To find the names Wall Street thinks could take the market higher in th fourth quarter, CNBC Pro identified the stocks with at least 70% of analysts say to buy. We then found the top 10 stocks from that pool ranked by consensus 12-month price target upside.\nTake a look at CNBC Pro’s list.Topping the list for potential upside is News Corp, the parent company of The Wall Street Journal-publisher Dow Jones. Analysts on average see the stock rallying 37.4% in the next 12-months. The stock is also outperforming the market this year, rising 33% compared with the S&P 500′s 16% gain.\nAlaska Air Group is the most liked stock on the Street from the screen. The airline stock has a buy rating from 93% of analysts covering the name. Analysts think Alaska Air can rise 27.7% in the next year.\nPower generator company Generac makes CNBC Pro’s screen and has the best year-to-date performance out of the list. The stock has gained nearly 80% as of Wednesday’s close. Wall Street thinks Generac has more room to run with consensus potential upside of 25.4%.\nOther names to make CNBC Pro’s screen include General Motors, T-Mobile and PayPal.","news_type":1,"symbols_score_info":{"TMUS":0.9,"NWSA":0.9,"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176296204,"gmtCreate":1626884550408,"gmtModify":1631890200845,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"comment","listText":"comment","text":"comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176296204","repostId":"1107219983","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":823347314,"gmtCreate":1633591415153,"gmtModify":1633591415733,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823347314","repostId":"2173948607","repostType":4,"repost":{"id":"2173948607","kind":"highlight","pubTimestamp":1633570746,"share":"https://www.laohu8.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“高度确信”的公司股票,它们具有强大的定价能力,比瑞银目标至少有20%的上涨潜力</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</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,投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</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提高价格,从而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. 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前瞻性指引,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&P 500 companies 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公司的每股收益总额预计将同比增长约27%,销售额将同比增长约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>瑞银策略师本周在给客户的一份报告中写道:“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速,定价能力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,由基思·帕克(Keith Parker)领导的策略师要求瑞银(UBS)33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分,选出在各自行业中得分排名前三分之一的公司;拥有“买入”评级;并且股票的价格目标至少有10%的上涨潜力。</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“信念坚定、定价能力强的股票”,它们比分析师的股价目标至少有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的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示,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,流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权,能够将价格上涨转嫁给客户,”拉塞尔写道。“此外,AAP在市场的商业领域也拥有最大的敞口,这一点受到了更多的青睐。”</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>苹果公司的目标价为175美元,意味着24%的上涨空间。分析师David Vogt表示,瑞银调查显示客户对苹果产品的满意度很高,其技术能力的结合表明,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/产量增加,但终端市场需求逐年改善,导致‘等待时间’增加。”关于纯电动汽车市场,Vogt表示,虽然苹果不是先行者,但“其大量资源应该使该公司成为‘快速追随者’”,类似于2007年进入智能手机市场时。</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>CME Group Inc.,目标价为245美元,意味着上涨23%。分析师Alex Kramm表示,该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:“作为一家主要的美国期货企业,芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul> <li>Danaher 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.</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John Sourbeer认为,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”,因为新冠病毒检测应该比同行好得多,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的领域,并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul> <li>EOG 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.</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38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判,预计2022年油井成本将持平或下降,这家石油和天然气勘探公司处于有利地位,可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过,那些能够通过最佳控制成本来保持利润的公司处于更有利的地位,”伯恩写道。“EOG比大多数公司处于更有利的地位,因为它积极主动地降低投入和服务成本,同时在运营方面表现出色。”</blockquote></p><p> <ul> <li>Extra 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.</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.的目标股价为210美元,意味着上涨24%。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:“对自助存储的强劲需求和较高的入住率,加上其非自由支配的性质,增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权,现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul> <li>Generac 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..</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,这意味着上涨23%。分析师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企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道:“主导市场份额(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受到影响。”</blockquote></p><p> <ul> <li>Nike 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.</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关注度排名第一,这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道:“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul> <li>Salesforce.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.</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正在远远超越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>“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,营收表现出色,永久转向WFH(在家工作)和基于Zoom的客户互动,以及内部更新的费用纪律……这是三个最大的驱动因素,”凯尔斯泰德写道。</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.的目标价为480美元,意味着上涨28%。分析师马修·泰勒表示,这家医疗技术产品公司生产了许多不为人所知的廉价产品,这给了他们提高价格的机会。</li></ul>泰勒表示,鉴于该公司在必要程序和选择性程序方面的影响力,他相信从长远来看,利润率可能会“显着提高”,而在大流行后的世界中,这些程序应该会迅速恢复。</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“高度确信”的公司股票,它们具有强大的定价能力,比瑞银目标至少有20%的上涨潜力</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“高度确信”的公司股票,它们具有强大的定价能力,比瑞银目标至少有20%的上涨潜力</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</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,投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</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提高价格,从而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. 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前瞻性指引,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&P 500 companies 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公司的每股收益总额预计将同比增长约27%,销售额将同比增长约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>瑞银策略师本周在给客户的一份报告中写道:“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速,定价能力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,由基思·帕克(Keith Parker)领导的策略师要求瑞银(UBS)33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分,选出在各自行业中得分排名前三分之一的公司;拥有“买入”评级;并且股票的价格目标至少有10%的上涨潜力。</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“信念坚定、定价能力强的股票”,它们比分析师的股价目标至少有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的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示,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,流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权,能够将价格上涨转嫁给客户,”拉塞尔写道。“此外,AAP在市场的商业领域也拥有最大的敞口,这一点受到了更多的青睐。”</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>苹果公司的目标价为175美元,意味着24%的上涨空间。分析师David Vogt表示,瑞银调查显示客户对苹果产品的满意度很高,其技术能力的结合表明,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/产量增加,但终端市场需求逐年改善,导致‘等待时间’增加。”关于纯电动汽车市场,Vogt表示,虽然苹果不是先行者,但“其大量资源应该使该公司成为‘快速追随者’”,类似于2007年进入智能手机市场时。</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>CME Group Inc.,目标价为245美元,意味着上涨23%。分析师Alex Kramm表示,该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:“作为一家主要的美国期货企业,芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul> <li>Danaher 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.</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John Sourbeer认为,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”,因为新冠病毒检测应该比同行好得多,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的领域,并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul> <li>EOG 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.</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38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判,预计2022年油井成本将持平或下降,这家石油和天然气勘探公司处于有利地位,可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过,那些能够通过最佳控制成本来保持利润的公司处于更有利的地位,”伯恩写道。“EOG比大多数公司处于更有利的地位,因为它积极主动地降低投入和服务成本,同时在运营方面表现出色。”</blockquote></p><p> <ul> <li>Extra 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.</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.的目标股价为210美元,意味着上涨24%。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:“对自助存储的强劲需求和较高的入住率,加上其非自由支配的性质,增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权,现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul> <li>Generac 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..</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,这意味着上涨23%。分析师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企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道:“主导市场份额(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受到影响。”</blockquote></p><p> <ul> <li>Nike 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.</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关注度排名第一,这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道:“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul> <li>Salesforce.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.</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正在远远超越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>“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,营收表现出色,永久转向WFH(在家工作)和基于Zoom的客户互动,以及内部更新的费用纪律……这是三个最大的驱动因素,”凯尔斯泰德写道。</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.的目标价为480美元,意味着上涨28%。分析师马修·泰勒表示,这家医疗技术产品公司生产了许多不为人所知的廉价产品,这给了他们提高价格的机会。</li></ul>泰勒表示,鉴于该公司在必要程序和选择性程序方面的影响力,他相信从长远来看,利润率可能会“显着提高”,而在大流行后的世界中,这些程序应该会迅速恢复。</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":{"DLTR":"美元树公司","DHR":"丹纳赫","EOG":"依欧格资源","NKE":"耐克","NUS":"如新集团","CHTR":"特许通讯","SEDG":"SolarEdge Technologies, Inc.","AAP":"Advance Auto Parts Inc","AEE":"阿曼瑞恩","FDX":"联邦快递","KO":"可口可乐","CRM":"赛富时","SBAC":"SBA通信","USB":"美国合众银行","ENPH":"Enphase Energy","AAPL":"苹果","EXR":"Extra Space Storage Inc","GNRC":"Generac控股","CME":"芝加哥商品交易所"},"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 $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.\n\nTaylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.","news_type":1,"symbols_score_info":{"EOG":0.9,"SBAC":0.9,"EXR":0.9,"AAPL":0.9,"AEE":0.9,"CRM":0.9,"FDX":0.9,"AAP":0.9,"GNRC":0.9,"NUS":0.9,"CHTR":0.9,"NKE":0.9,"USB":0.9,"ENPH":0.9,"SEDG":0.9,"DLTR":0.9,"CME":0.9,"KO":0.9,"DHR":0.9}},"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882724569,"gmtCreate":1631723531651,"gmtModify":1631884041745,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a> every bought.... Lose","listText":"<a href=\"https://laohu8.com/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a> every bought.... Lose","text":"$GENTING SINGAPORE LIMITED(G13.SI)$ every bought.... Lose","images":[{"img":"https://static.tigerbbs.com/d72893f5cfba5b9f5ea21af5f79c9f7d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882724569","isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":881614545,"gmtCreate":1631330562687,"gmtModify":1631886879736,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"Grow up pls","listText":"Grow up pls","text":"Grow up pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881614545","repostId":"1127699574","repostType":4,"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889821205,"gmtCreate":1631141564907,"gmtModify":1631886879744,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889821205","repostId":"1152303824","repostType":4,"repost":{"id":"1152303824","kind":"news","pubTimestamp":1631113047,"share":"https://www.laohu8.com/m/news/1152303824?lang=zh_CN&edition=full","pubTime":"2021-09-08 22:57","market":"us","language":"en","title":"Stocks Are Suddenly Puking...<blockquote>股票突然呕吐...</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152303824","media":"zerohedge","summary":"Yesterday it was cryptos, this morning it appears US equities are in line for the monkeyhammering.\nI","content":"<p>Yesterday it was cryptos, this morning it appears US equities are in line for the monkeyhammering.</p><p><blockquote>昨天是cryptos,今天早上美国股市似乎即将遭受重创。</blockquote></p><p> It is unclear what the catalyst for the drop was - it occurred with significant delay from any<b>debt ceiling talk or Manchin's statements</b>- though some are noting the surge in JOLTS could have triggered some weakness as it may bring The Fed closer to tapering.</p><p><blockquote>目前尚不清楚这一下降的催化剂是什么——它的发生与任何<b>债务上限谈话或曼钦的声明</b>-尽管一些人指出,震动的激增可能会引发一些疲软,因为这可能会使美联储更接近缩减规模。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b3e5ef549e107c935e4c60595e1332e2\" tg-width=\"1198\" tg-height=\"719\" referrerpolicy=\"no-referrer\">The dollar is spiking at the same time...</p><p><blockquote>与此同时,美元正在飙升...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3b472f02fa36cafd99491efa8113cbde\" tg-width=\"944\" tg-height=\"530\" referrerpolicy=\"no-referrer\">As SpotGamma notes,<b>there is a major inflection point (support) specifically at 4490 and major support at 4440</b>.</p><p><blockquote>正如SpotGamma指出的那样,<b>大拐点(支撑)具体在4490,大支撑在4440</b>.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9295f0b196cb1e2e6c014b1dcdaf3a95\" tg-width=\"1067\" tg-height=\"528\" referrerpolicy=\"no-referrer\">We think it would take some type of fundamental push to break that level.</p><p><blockquote>我们认为需要某种类型的基本面推动才能突破该水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/514c13b2f8c4c99c5cd3eace81c51347\" tg-width=\"1280\" tg-height=\"710\" referrerpolicy=\"no-referrer\">In other words, things could get “chippy” but we don’t see things positioned for a large drawdown (>1%).</p><p><blockquote>换句话说,事情可能会变得“轻松”,但我们认为事情不会出现大幅下跌(>1%)。</blockquote></p><p> The big question is - What will Robert Kaplan do?</p><p><blockquote>最大的问题是——罗伯特·卡普兰会怎么做?</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>Stocks Are Suddenly Puking...<blockquote>股票突然呕吐...</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\">\nStocks Are Suddenly Puking...<blockquote>股票突然呕吐...</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-08 22:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Yesterday it was cryptos, this morning it appears US equities are in line for the monkeyhammering.</p><p><blockquote>昨天是cryptos,今天早上美国股市似乎即将遭受重创。</blockquote></p><p> It is unclear what the catalyst for the drop was - it occurred with significant delay from any<b>debt ceiling talk or Manchin's statements</b>- though some are noting the surge in JOLTS could have triggered some weakness as it may bring The Fed closer to tapering.</p><p><blockquote>目前尚不清楚这一下降的催化剂是什么——它的发生与任何<b>债务上限谈话或曼钦的声明</b>-尽管一些人指出,震动的激增可能会引发一些疲软,因为这可能会使美联储更接近缩减规模。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b3e5ef549e107c935e4c60595e1332e2\" tg-width=\"1198\" tg-height=\"719\" referrerpolicy=\"no-referrer\">The dollar is spiking at the same time...</p><p><blockquote>与此同时,美元正在飙升...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3b472f02fa36cafd99491efa8113cbde\" tg-width=\"944\" tg-height=\"530\" referrerpolicy=\"no-referrer\">As SpotGamma notes,<b>there is a major inflection point (support) specifically at 4490 and major support at 4440</b>.</p><p><blockquote>正如SpotGamma指出的那样,<b>大拐点(支撑)具体在4490,大支撑在4440</b>.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9295f0b196cb1e2e6c014b1dcdaf3a95\" tg-width=\"1067\" tg-height=\"528\" referrerpolicy=\"no-referrer\">We think it would take some type of fundamental push to break that level.</p><p><blockquote>我们认为需要某种类型的基本面推动才能突破该水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/514c13b2f8c4c99c5cd3eace81c51347\" tg-width=\"1280\" tg-height=\"710\" referrerpolicy=\"no-referrer\">In other words, things could get “chippy” but we don’t see things positioned for a large drawdown (>1%).</p><p><blockquote>换句话说,事情可能会变得“轻松”,但我们认为事情不会出现大幅下跌(>1%)。</blockquote></p><p> The big question is - What will Robert Kaplan do?</p><p><blockquote>最大的问题是——罗伯特·卡普兰会怎么做?</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/stocks-are-suddenly-puking?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/stocks-are-suddenly-puking?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152303824","content_text":"Yesterday it was cryptos, this morning it appears US equities are in line for the monkeyhammering.\nIt is unclear what the catalyst for the drop was - it occurred with significant delay from anydebt ceiling talk or Manchin's statements- though some are noting the surge in JOLTS could have triggered some weakness as it may bring The Fed closer to tapering.\nThe dollar is spiking at the same time...\nAs SpotGamma notes,there is a major inflection point (support) specifically at 4490 and major support at 4440.\nWe think it would take some type of fundamental push to break that level.\nIn other words, things could get “chippy” but we don’t see things positioned for a large drawdown (>1%).\nThe big question is - What will Robert Kaplan do?","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805707223,"gmtCreate":1627904536962,"gmtModify":1631885411960,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a> die die hold until 100","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a> die die hold until 100","text":"$BlackBerry(BB)$ die die hold until 100","images":[{"img":"https://static.tigerbbs.com/4a17fed8f9b820e189b4e6fab1ed4de6","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805707223","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":148333356,"gmtCreate":1625927652475,"gmtModify":1631885414289,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a> sad with this.... When grow again.... ","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a> sad with this.... When grow again.... ","text":"$BlackBerry(BB)$ sad with this.... When grow again....","images":[{"img":"https://static.tigerbbs.com/7324492bec8a7c27bc80d6eb5649bfec","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148333356","isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":862822276,"gmtCreate":1632871111476,"gmtModify":1632871111618,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"[流泪]","listText":"[流泪]","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862822276","repostId":"1179744266","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862939290,"gmtCreate":1632826744912,"gmtModify":1632826745337,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a> Time to Grow? ","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a> Time to Grow? ","text":"$BlackBerry(BB)$ Time to Grow?","images":[{"img":"https://static.tigerbbs.com/0f164c79f0fb0e999f2554524bbc3e56","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862939290","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":812889502,"gmtCreate":1630573104506,"gmtModify":1631886879772,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812889502","repostId":"1188874540","repostType":4,"repost":{"id":"1188874540","kind":"news","pubTimestamp":1630571264,"share":"https://www.laohu8.com/m/news/1188874540?lang=zh_CN&edition=full","pubTime":"2021-09-02 16:27","market":"us","language":"en","title":"Moderna Seeks FDA Approval For COVID-19 Booster Shot<blockquote>Moderna寻求FDA批准COVID-19加强注射</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188874540","media":"Benzinga","summary":"Moderna Inc is pushing ahead for authorization of a third shot of its COVID-19 vaccine as a booster.","content":"<p><div> Moderna Inc is pushing ahead for authorization of a third shot of its COVID-19 vaccine as a booster. What Happened:The Massachusetts-based company said in a statement Wednesday that it had initiated ...</p><p><blockquote><div>Moderna Inc.正在推动授权第三针COVID-19疫苗作为加强针。发生了什么:这家总部位于马萨诸塞州的公司周三在一份声明中表示,它已经启动了...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/general/biotech/21/09/22772682/moderna-seeks-fda-approval-for-covid-19-booster-shot\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/09/22772682/moderna-seeks-fda-approval-for-covid-19-booster-shot\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna Seeks FDA Approval For COVID-19 Booster Shot<blockquote>Moderna寻求FDA批准COVID-19加强注射</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\">\nModerna Seeks FDA Approval For COVID-19 Booster Shot<blockquote>Moderna寻求FDA批准COVID-19加强注射</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-09-02 16:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Moderna Inc is pushing ahead for authorization of a third shot of its COVID-19 vaccine as a booster. What Happened:The Massachusetts-based company said in a statement Wednesday that it had initiated ...</p><p><blockquote><div>Moderna Inc.正在推动授权第三针COVID-19疫苗作为加强针。发生了什么:这家总部位于马萨诸塞州的公司周三在一份声明中表示,它已经启动了...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/general/biotech/21/09/22772682/moderna-seeks-fda-approval-for-covid-19-booster-shot\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/09/22772682/moderna-seeks-fda-approval-for-covid-19-booster-shot\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/general/biotech/21/09/22772682/moderna-seeks-fda-approval-for-covid-19-booster-shot\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"https://www.benzinga.com/general/biotech/21/09/22772682/moderna-seeks-fda-approval-for-covid-19-booster-shot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188874540","content_text":"Moderna Inc is pushing ahead for authorization of a third shot of its COVID-19 vaccine as a booster.\nWhat Happened:The Massachusetts-based company said in a statement Wednesday that it had initiated its submission to the U.S.Food and Drug Administration for evaluation of a booster dose of its vaccine at the 50 microgram dose level.\n“Our submission is supported by data generated with the 50 µg dose of our COVID-19 vaccine, which shows robust antibody responses against the Delta variant,” said Stéphane Bancel, Chief Executive Officer of Moderna.\nThe usual dose for Moderna’s vaccinecontains100 micrograms of mRNA per shot.\nWhy It Matters:Moderna said it expects to submit data to the European Medicines Agency(EMA) and other regulatory authorities globally in the “coming days.”\nIn April, Moderna posted an update to its vaccine program, which included an examination of the vaccine’s effectiveness at the six-month mark.\nAt the time, the company said that its COVID-19 vaccine provided over 90% effectiveness against all cases after the second dose.\nModerna said on Wednesday that the Phase 2 study of mRNA-1273 was amended to offer a booster dose at the 50 microgram dose to interested participants 6 months after their second dose.\n“Neutralizing antibody titers had waned significantly prior to boosting at approximately 6 months. A booster dose of mRNA-1273 at the 50 µg dose level boosted neutralizing titers significantly above the Phase 3 benchmark,” the company said.\nLast month, the FDA approved a booster dose of mRNA COVID-19 vaccines for immunocompromised individuals who have already received two shots citing the need for extra protection.\nOn Monday, U.S. Centers for Disease Control and Prevention scientist Sara Oliver said at an advisory group meeting thatdata required to evaluate booster shots for the general population is limited.\nPrice Action:On Wednesday, Moderna shares closed nearly 3.5% higher at $389.94 in the regular session and rose 0.81% higher to $393.10 in the after-hours trading.","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835104543,"gmtCreate":1629690759882,"gmtModify":1631884042092,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>What to do....? 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Hope better soon.","images":[{"img":"https://static.tigerbbs.com/c28ad9432f57b9b04f3e8214cbf5d46f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835104543","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":171495329,"gmtCreate":1626754737061,"gmtModify":1633771332870,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171495329","repostId":"2152652683","repostType":4,"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170837657,"gmtCreate":1626418645579,"gmtModify":1631884042366,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>好累。。。","listText":"<a href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>好累。。。","text":"$云顶新加坡(G13.SI)$好累。。。","images":[{"img":"https://static.tigerbbs.com/e3fecc45550542ad5a8392725fff9791","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170837657","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":147028114,"gmtCreate":1626321375938,"gmtModify":1631885413405,"author":{"id":"3568421726936497","authorId":"3568421726936497","name":"CSL1m","avatar":"https://static.tigerbbs.com/49565bb8d6cdc108dcbc0e1cb24f57f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568421726936497","idStr":"3568421726936497"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$黑莓(BB)$</a> 还是飞不起来[捂脸] ","listText":"<a href=\"https://laohu8.com/S/BB\">$黑莓(BB)$</a> 还是飞不起来[捂脸] ","text":"$黑莓(BB)$ 还是飞不起来[捂脸]","images":[{"img":"https://static.tigerbbs.com/2ee17d1e38a01ba5e4b9431f1c83f286","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147028114","isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}