+关注
panda_rius
暂无个人介绍
IP属地:未知
5
关注
0
粉丝
0
主题
0
勋章
主贴
热门
panda_rius
2021-12-27
Ok
3 Top Renewable Energy Stocks for 2022<blockquote>2022 年 3 大可再生能源股票</blockquote>
panda_rius
2021-12-23
Good
抱歉,原内容已删除
panda_rius
2021-12-23
Good
5 Reasons Apple Stock Can Trade Higher From Here<blockquote>苹果股价可以从这里走高的 5 个原因</blockquote>
panda_rius
2021-12-23
Ok
Is the stock market open on Christmas Eve? New Year’s Eve? Here are the upcoming holiday trading hours.<blockquote>平安夜股市开市吗?除夕?以下是即将到来的假日交易时间。</blockquote>
panda_rius
2021-12-23
Ok
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3568788453545505","uuid":"3568788453545505","gmtCreate":1605694548021,"gmtModify":1605694548021,"name":"panda_rius","pinyin":"pandariuspandarius","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":5,"tweetSize":5,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.05.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.30","exceedPercentage":"61.00%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":696035542,"gmtCreate":1640571862661,"gmtModify":1640571892003,"author":{"id":"3568788453545505","authorId":"3568788453545505","name":"panda_rius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568788453545505","idStr":"3568788453545505"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696035542","repostId":"1134719314","repostType":4,"repost":{"id":"1134719314","kind":"news","pubTimestamp":1640568785,"share":"https://www.laohunote.com/m/news/1134719314?lang=zh_CN&edition=full","pubTime":"2021-12-27 09:33","market":"us","language":"en","title":"3 Top Renewable Energy Stocks for 2022<blockquote>2022 年 3 大可再生能源股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134719314","media":"Motley Fool","summary":"Key Points\n\nSunPower is well-positioned to ride the wave of growth in residential solar.\nAtlantica S","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>SunPower is well-positioned to ride the wave of growth in residential solar.</li> <li>Atlantica Sustainable Infrastructure's assets are in a sweet spot, and its stock is on sale versus its peers.</li> <li>ChargePoint could sustain a lightning-fast growth rate for several years.</li> </ul> It's been a rough few months for renewable energy stocks. Macroeconomic shifts have induced traders to sell off growth stocks in favor of value, and the green energy space specifically was hit particularly hard hit as the Build Back Better billstalled in Congress. But the industry is still growing quickly, and has always adapted to changing political conditions.</p><p><blockquote><ul><li>SunPower处于有利地位,可以乘着住宅太阳能的增长浪潮。</li><li>Atlantica Sustainable Infrastructure 的资产处于最佳状态,其股票相对于同行正在出售。</li><li>ChargePoint 可以在几年内保持闪电般的增长率。</li></ul>对于可再生能源股来说,这是艰难的几个月。宏观经济的变化促使交易员抛售成长型股票,转而追求价值,尤其是绿色能源领域受到的打击尤为严重,因为重建更好法案在国会陷入僵局。但该行业仍在快速增长,并且一直在适应不断变化的政治条件。</blockquote></p><p> As 2022 approaches, we asked three Fool.com contributors to offer their picks for top renewable energy stocks to buy for next year. They found <a href=\"https://laohu8.com/S/SPWR\"><b>SunPower</b></a>, <a href=\"https://laohu8.com/S/AY\"><b>Atlantica Sustainable Infrastructure</b></a>, and <a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint Holdings</b></a> to be a cut above the rest.</p><p><blockquote>随着 2022 年的临近,我们请三位 Fool.com 撰稿人提供他们对明年最值得购买的可再生能源股票的选择。他们发现<a href=\"https://laohu8.com/S/SPWR\"><b>太阳能</b></a>, <a href=\"https://laohu8.com/S/AY\"><b>大西洋可持续基础设施</b></a>,和<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint控股</b></a>比其他人高出一截。</blockquote></p><p> <b>Travis Hoium(SunPower):</b>In 2021, I think we saw a shift in how consumers see electricity markets and their own energy independence. Not only are residential solar installations in the U.S. at record highs, an increasing percentage of customers are also adding energy storage and EV charging to their installations. This plays to SunPower's strengths as an energy solutions company.</p><p><blockquote><b>特拉维斯·霍伊姆(阳光电力):</b>2021 年,我认为我们看到消费者对电力市场和自身能源独立性的看法发生了转变。不仅美国住宅太阳能安装量创历史新高,越来越多的客户还在其安装中添加储能和电动汽车充电。这发挥了 SunPower 作为能源解决方案公司的优势。</blockquote></p><p> SunPower has shed its solar module manufacturing business, its utility-scale solar business, and is in the process of finding strategic alternatives for its commercial solar business. That leaves its focus squarely on residential solar, and it shows. Its non-GAAP gross margin per watt for residential projects jumped from $0.46 to $0.69 over the past year. At the same time, its net recourse debt declined from $428 million to $154 million.</p><p><blockquote>SunPower 已剥离其太阳能组件制造业务、公用事业规模太阳能业务,并正在为其商业太阳能业务寻找战略替代方案。这使得其重点完全集中在住宅太阳能上,这一点也很明显。去年,其住宅项目的非 GAAP 每瓦毛利率从 0.46 美元跃升至 0.69 美元。与此同时,其净追索权债务从 4.28 亿美元下降至 1.54 亿美元。</blockquote></p><p> Fewer subsidies may be bad newsfor solar energy companies, but that won't halt the industry's growth nor will it eliminate people's desire to buy rooftop solar systems or EV chargers. I think SunPower is well-positioned to ride the coming wave of growth, and that's why I think 2022 will be a great year for the stock.</p><p><blockquote>对于太阳能公司来说,补贴减少可能是坏消息,但这不会阻止该行业的增长,也不会消除人们购买屋顶太阳能系统或电动汽车充电器的愿望。我认为 SunPower 处于有利地位,能够驾驭即将到来的增长浪潮,这就是为什么我认为 2022 年对于该股来说将是伟大的一年。</blockquote></p><p> <b>Howard Smith(Atlantica Sustainable Infrastructure)</b>: Nations and businesses around the world are increasingly investing in renewable energy infrastructure. As that infrastructure grows, so too do the power purchase agreements that companies are signing with owners of those assets to bolster sustainability initiatives. The majority of Atlantica Sustainable's power generation comes from renewable energy, but it also has efficient natural gas plants and owns electricity transmission lines and water desalination facilities.</p><p><blockquote><b>霍华德·史密斯(大西洋可持续基础设施)</b>:世界各地的国家和企业越来越多地投资于可再生能源基础设施。随着基础设施的发展,公司与这些资产所有者签署的购电协议也在发展,以支持可持续发展计划。Atlantica Sustainable 的大部分发电来自可再生能源,但它也拥有高效的天然气工厂,并拥有输电线路和海水淡化设施。</blockquote></p><p> Most of its renewable energy comes from solar assets, and all of those are generating revenues under long-term contracts. For investors, that means the company's dividend, which at current share prices yields around 4.8%, should be reliable. In fact, over the first nine months of 2021, its cash available for distribution increased 12.9% year over year. Its revenues grew 8.4% in the same period, excluding foreign currency impacts and a non-recurring project.</p><p><blockquote>其大部分可再生能源来自太阳能资产,所有这些资产都根据长期合同产生收入。对于投资者来说,这意味着该公司的股息(按当前股价计算收益率约为 4.8%)应该是可靠的。事实上,2021年前9个月,其可供分配的现金同比增长12.9%。同期,其收入增长了 8.4%,不包括外汇影响和一个非经常性项目。</blockquote></p><p> Renewables contributed 77% of Atlantica's revenue through Sept. 30. In addition to North America, the company has assets in South America, Europe, the Middle East, and Africa. But the vast majority of its 2021 new investments have been in North America. Thanks to the recently enacted infrastructure bill and the potential passage of legislation routing additional funds to U.S. renewable energy development, there should be no lack of assets with which to grow in coming years.</p><p><blockquote>截至 9 月 30 日,可再生能源贡献了 Atlantica 77% 的收入。除北美外,该公司还在南美、欧洲、中东和非洲拥有资产。但其 2021 年的绝大多数新投资都在北美。由于最近颁布的基础设施法案以及可能通过的将额外资金用于美国可再生能源开发的立法,未来几年应该不会缺乏可增长的资产。</blockquote></p><p> Atlantica Sustainable also looks like a good value compared to its peers right now. The charts below show itsdividend yieldexceeds that of two other renewable energy asset owners, and it trades at a more favorable valuation.</p><p><blockquote>与目前的同行相比,Atlantica Sustainable 看起来也物有所值。下图显示其股息收益率超过了其他两家可再生能源资产所有者,并且其交易估值更有利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/36f6c35975406c560a29e97949abff9e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DATA BYYCHARTS</p><p><blockquote>数据来源:YCharts</blockquote></p><p> Through 2025, the company expects 73% of its cash available for distribution to come from renewable assets, and geographically, almost half will come from North America. Given the company's assets and investments in a region that has committed to growing its renewable energy sources, this is a good time to own Atlantica Sustainable Infrastructure.</p><p><blockquote>到 2025 年,该公司预计可用于分配的现金的 73% 将来自可再生资产,从地域上看,近一半将来自北美。鉴于该公司在致力于发展可再生能源的地区的资产和投资,现在是拥有Atlantica可持续基础设施的好时机。</blockquote></p><p></p><p> <b>Daniel Foelber (ChargePoint Holdings):</b>If you step back and think about the ongoing national transition from vehicles powered by internal combustion to those powered by electricity, it quickly becomes clear the U.S. is going to need far more electric vehicle (EV) chargers. That's why $7.5 billion of President Biden's Infrastructure Investment and Jobs Actis earmarked for expanding the nation's EV chargingcapabilities. Like many industries dependent on hardware and high costs, the risk for businesses in this space is that EV chargers will become commoditized, and that businesses and consumers will simply choose the providers that offer the lowest-cost solutions.</p><p><blockquote><b>Daniel Foelber(ChargePoint Holdings):</b>如果你退后一步,想想美国正在进行的从内燃机汽车向电动汽车的转型,很快就会发现美国将需要更多的电动汽车(EV)充电器。这就是为什么拜登总统的 75 亿美元基础设施投资和 Actis 专门用于扩大国家电动汽车充电能力。与许多依赖硬件和高成本的行业一样,该领域企业面临的风险是电动汽车充电器将变得商品化,企业和消费者将简单地选择提供最低成本解决方案的提供商。</blockquote></p><p> ChargePoint can't bypass this risk, but it has done a great job building a vertically integrated, capital-light business, and it's nowthe U.S. leaderin its niche. In the case of ChargePoint, \"capital-light\" means that it doesn't need to spend heavily to grow its revenue because it sells its hardware upfront. Over time, its growing charging network should generate greater recurring revenue through software subscriptions. But for now, subscriptions account for less than 30% of total revenue.</p><p><blockquote>ChargePoint 无法规避这种风险,但它在建立垂直整合、轻资本业务方面做得很好,现在是美国该领域的领导者。就ChargePoint而言,“轻资本”意味着它不需要大量支出来增加收入,因为它预先出售硬件。随着时间的推移,其不断增长的充电网络应该会通过软件订阅产生更多的经常性收入。但就目前而言,订阅占总收入的比例还不到30%。</blockquote></p><p> ChargePoint expects its business to grow in lockstep with U.S. EV sales. Despite their growth, so far, EVs are only on course to account for 4% of U.S. car sales in 2021, compared to 9% in China and 14% in Europe. That leaves plenty of room for ChargePoint's business to scale and reach profitability.</p><p><blockquote>ChargePoint 预计其业务将与美国电动汽车销量同步增长。尽管电动汽车有所增长,但到目前为止,到 2021 年,电动汽车仅占美国汽车销量的 4%,而中国为 9%,欧洲为 14%。这为 ChargePoint 的业务扩大规模并实现盈利留下了足够的空间。</blockquote></p><p> As ChargePoint waits for EV adoption to accelerate, it has built a larger and more sophisticated network of charging ports. As of Oct. 31, it had 163,000 activated ports around the world, roughly 7% of which are DC fast-charging ports. For comparison, consider that the <b>Tesla</b> Supercharger network consists of just over 30,000 fast-charging ports.</p><p><blockquote>在ChargePoint等待电动汽车加速普及的同时,它建立了一个更大、更复杂的充电端口网络。截至 10 月 31 日,它在全球拥有 163,000 个激活端口,其中约 7% 是直流快速充电端口。相比之下,请考虑<b>特斯拉</b>增压器网络由30,000多个快速充电端口组成。</blockquote></p><p> Management has forecast that ChargePoint will finish its fiscal 2022 (which ends on Jan. 31) with annual revenues of between $235 million and $240 million -- up more than 60% from fiscal 2021. Also impressive is the company's non-GAAP gross margin, which was 27% in the fiscal third quarter compared to 20% in the prior-year period. ChargePoint stands out as a fast-growing business that willflex its industry-leading position to pull away from the competition.</p><p><blockquote>管理层预测,ChargePoint 将在 2022 财年(截至 1 月 31 日)结束时实现年收入在 2.35 亿美元至 2.4 亿美元之间,比 2021 财年增长 60% 以上。同样令人印象深刻的是该公司的非 GAAP 毛利率,第三财季为 27%,而去年同期为 20%。ChargePoint 是一家快速增长的企业,它将利用其行业领先地位从竞争中脱颖而出。</blockquote></p><p> Renewable energy stocksmay not be ending 2021 on a high note, but that doesn't mean the long-term trends aren't heading in the right direction. Wind, solar, and EVs are all growing, and that should help these stocks outperform the market in the years to come.</p><p><blockquote>可再生能源股在 2021 年结束时可能不会表现良好,但这并不意味着长期趋势没有朝着正确的方向发展。风能、太阳能和电动汽车都在增长,这应该有助于这些股票在未来几年跑赢市场。</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>3 Top Renewable Energy Stocks for 2022<blockquote>2022 年 3 大可再生能源股票</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\">\n3 Top Renewable Energy Stocks for 2022<blockquote>2022 年 3 大可再生能源股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-27 09:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>SunPower is well-positioned to ride the wave of growth in residential solar.</li> <li>Atlantica Sustainable Infrastructure's assets are in a sweet spot, and its stock is on sale versus its peers.</li> <li>ChargePoint could sustain a lightning-fast growth rate for several years.</li> </ul> It's been a rough few months for renewable energy stocks. Macroeconomic shifts have induced traders to sell off growth stocks in favor of value, and the green energy space specifically was hit particularly hard hit as the Build Back Better billstalled in Congress. But the industry is still growing quickly, and has always adapted to changing political conditions.</p><p><blockquote><ul><li>SunPower处于有利地位,可以乘着住宅太阳能的增长浪潮。</li><li>Atlantica Sustainable Infrastructure 的资产处于最佳状态,其股票相对于同行正在出售。</li><li>ChargePoint 可以在几年内保持闪电般的增长率。</li></ul>对于可再生能源股来说,这是艰难的几个月。宏观经济的变化促使交易员抛售成长型股票,转而追求价值,尤其是绿色能源领域受到的打击尤为严重,因为重建更好法案在国会陷入僵局。但该行业仍在快速增长,并且一直在适应不断变化的政治条件。</blockquote></p><p> As 2022 approaches, we asked three Fool.com contributors to offer their picks for top renewable energy stocks to buy for next year. They found <a href=\"https://laohu8.com/S/SPWR\"><b>SunPower</b></a>, <a href=\"https://laohu8.com/S/AY\"><b>Atlantica Sustainable Infrastructure</b></a>, and <a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint Holdings</b></a> to be a cut above the rest.</p><p><blockquote>随着 2022 年的临近,我们请三位 Fool.com 撰稿人提供他们对明年最值得购买的可再生能源股票的选择。他们发现<a href=\"https://laohu8.com/S/SPWR\"><b>太阳能</b></a>, <a href=\"https://laohu8.com/S/AY\"><b>大西洋可持续基础设施</b></a>,和<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint控股</b></a>比其他人高出一截。</blockquote></p><p> <b>Travis Hoium(SunPower):</b>In 2021, I think we saw a shift in how consumers see electricity markets and their own energy independence. Not only are residential solar installations in the U.S. at record highs, an increasing percentage of customers are also adding energy storage and EV charging to their installations. This plays to SunPower's strengths as an energy solutions company.</p><p><blockquote><b>特拉维斯·霍伊姆(阳光电力):</b>2021 年,我认为我们看到消费者对电力市场和自身能源独立性的看法发生了转变。不仅美国住宅太阳能安装量创历史新高,越来越多的客户还在其安装中添加储能和电动汽车充电。这发挥了 SunPower 作为能源解决方案公司的优势。</blockquote></p><p> SunPower has shed its solar module manufacturing business, its utility-scale solar business, and is in the process of finding strategic alternatives for its commercial solar business. That leaves its focus squarely on residential solar, and it shows. Its non-GAAP gross margin per watt for residential projects jumped from $0.46 to $0.69 over the past year. At the same time, its net recourse debt declined from $428 million to $154 million.</p><p><blockquote>SunPower 已剥离其太阳能组件制造业务、公用事业规模太阳能业务,并正在为其商业太阳能业务寻找战略替代方案。这使得其重点完全集中在住宅太阳能上,这一点也很明显。去年,其住宅项目的非 GAAP 每瓦毛利率从 0.46 美元跃升至 0.69 美元。与此同时,其净追索权债务从 4.28 亿美元下降至 1.54 亿美元。</blockquote></p><p> Fewer subsidies may be bad newsfor solar energy companies, but that won't halt the industry's growth nor will it eliminate people's desire to buy rooftop solar systems or EV chargers. I think SunPower is well-positioned to ride the coming wave of growth, and that's why I think 2022 will be a great year for the stock.</p><p><blockquote>对于太阳能公司来说,补贴减少可能是坏消息,但这不会阻止该行业的增长,也不会消除人们购买屋顶太阳能系统或电动汽车充电器的愿望。我认为 SunPower 处于有利地位,能够驾驭即将到来的增长浪潮,这就是为什么我认为 2022 年对于该股来说将是伟大的一年。</blockquote></p><p> <b>Howard Smith(Atlantica Sustainable Infrastructure)</b>: Nations and businesses around the world are increasingly investing in renewable energy infrastructure. As that infrastructure grows, so too do the power purchase agreements that companies are signing with owners of those assets to bolster sustainability initiatives. The majority of Atlantica Sustainable's power generation comes from renewable energy, but it also has efficient natural gas plants and owns electricity transmission lines and water desalination facilities.</p><p><blockquote><b>霍华德·史密斯(大西洋可持续基础设施)</b>:世界各地的国家和企业越来越多地投资于可再生能源基础设施。随着基础设施的发展,公司与这些资产所有者签署的购电协议也在发展,以支持可持续发展计划。Atlantica Sustainable 的大部分发电来自可再生能源,但它也拥有高效的天然气工厂,并拥有输电线路和海水淡化设施。</blockquote></p><p> Most of its renewable energy comes from solar assets, and all of those are generating revenues under long-term contracts. For investors, that means the company's dividend, which at current share prices yields around 4.8%, should be reliable. In fact, over the first nine months of 2021, its cash available for distribution increased 12.9% year over year. Its revenues grew 8.4% in the same period, excluding foreign currency impacts and a non-recurring project.</p><p><blockquote>其大部分可再生能源来自太阳能资产,所有这些资产都根据长期合同产生收入。对于投资者来说,这意味着该公司的股息(按当前股价计算收益率约为 4.8%)应该是可靠的。事实上,2021年前9个月,其可供分配的现金同比增长12.9%。同期,其收入增长了 8.4%,不包括外汇影响和一个非经常性项目。</blockquote></p><p> Renewables contributed 77% of Atlantica's revenue through Sept. 30. In addition to North America, the company has assets in South America, Europe, the Middle East, and Africa. But the vast majority of its 2021 new investments have been in North America. Thanks to the recently enacted infrastructure bill and the potential passage of legislation routing additional funds to U.S. renewable energy development, there should be no lack of assets with which to grow in coming years.</p><p><blockquote>截至 9 月 30 日,可再生能源贡献了 Atlantica 77% 的收入。除北美外,该公司还在南美、欧洲、中东和非洲拥有资产。但其 2021 年的绝大多数新投资都在北美。由于最近颁布的基础设施法案以及可能通过的将额外资金用于美国可再生能源开发的立法,未来几年应该不会缺乏可增长的资产。</blockquote></p><p> Atlantica Sustainable also looks like a good value compared to its peers right now. The charts below show itsdividend yieldexceeds that of two other renewable energy asset owners, and it trades at a more favorable valuation.</p><p><blockquote>与目前的同行相比,Atlantica Sustainable 看起来也物有所值。下图显示其股息收益率超过了其他两家可再生能源资产所有者,并且其交易估值更有利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/36f6c35975406c560a29e97949abff9e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DATA BYYCHARTS</p><p><blockquote>数据来源:YCharts</blockquote></p><p> Through 2025, the company expects 73% of its cash available for distribution to come from renewable assets, and geographically, almost half will come from North America. Given the company's assets and investments in a region that has committed to growing its renewable energy sources, this is a good time to own Atlantica Sustainable Infrastructure.</p><p><blockquote>到 2025 年,该公司预计可用于分配的现金的 73% 将来自可再生资产,从地域上看,近一半将来自北美。鉴于该公司在致力于发展可再生能源的地区的资产和投资,现在是拥有Atlantica可持续基础设施的好时机。</blockquote></p><p></p><p> <b>Daniel Foelber (ChargePoint Holdings):</b>If you step back and think about the ongoing national transition from vehicles powered by internal combustion to those powered by electricity, it quickly becomes clear the U.S. is going to need far more electric vehicle (EV) chargers. That's why $7.5 billion of President Biden's Infrastructure Investment and Jobs Actis earmarked for expanding the nation's EV chargingcapabilities. Like many industries dependent on hardware and high costs, the risk for businesses in this space is that EV chargers will become commoditized, and that businesses and consumers will simply choose the providers that offer the lowest-cost solutions.</p><p><blockquote><b>Daniel Foelber(ChargePoint Holdings):</b>如果你退后一步,想想美国正在进行的从内燃机汽车向电动汽车的转型,很快就会发现美国将需要更多的电动汽车(EV)充电器。这就是为什么拜登总统的 75 亿美元基础设施投资和 Actis 专门用于扩大国家电动汽车充电能力。与许多依赖硬件和高成本的行业一样,该领域企业面临的风险是电动汽车充电器将变得商品化,企业和消费者将简单地选择提供最低成本解决方案的提供商。</blockquote></p><p> ChargePoint can't bypass this risk, but it has done a great job building a vertically integrated, capital-light business, and it's nowthe U.S. leaderin its niche. In the case of ChargePoint, \"capital-light\" means that it doesn't need to spend heavily to grow its revenue because it sells its hardware upfront. Over time, its growing charging network should generate greater recurring revenue through software subscriptions. But for now, subscriptions account for less than 30% of total revenue.</p><p><blockquote>ChargePoint 无法规避这种风险,但它在建立垂直整合、轻资本业务方面做得很好,现在是美国该领域的领导者。就ChargePoint而言,“轻资本”意味着它不需要大量支出来增加收入,因为它预先出售硬件。随着时间的推移,其不断增长的充电网络应该会通过软件订阅产生更多的经常性收入。但就目前而言,订阅占总收入的比例还不到30%。</blockquote></p><p> ChargePoint expects its business to grow in lockstep with U.S. EV sales. Despite their growth, so far, EVs are only on course to account for 4% of U.S. car sales in 2021, compared to 9% in China and 14% in Europe. That leaves plenty of room for ChargePoint's business to scale and reach profitability.</p><p><blockquote>ChargePoint 预计其业务将与美国电动汽车销量同步增长。尽管电动汽车有所增长,但到目前为止,到 2021 年,电动汽车仅占美国汽车销量的 4%,而中国为 9%,欧洲为 14%。这为 ChargePoint 的业务扩大规模并实现盈利留下了足够的空间。</blockquote></p><p> As ChargePoint waits for EV adoption to accelerate, it has built a larger and more sophisticated network of charging ports. As of Oct. 31, it had 163,000 activated ports around the world, roughly 7% of which are DC fast-charging ports. For comparison, consider that the <b>Tesla</b> Supercharger network consists of just over 30,000 fast-charging ports.</p><p><blockquote>在ChargePoint等待电动汽车加速普及的同时,它建立了一个更大、更复杂的充电端口网络。截至 10 月 31 日,它在全球拥有 163,000 个激活端口,其中约 7% 是直流快速充电端口。相比之下,请考虑<b>特斯拉</b>增压器网络由30,000多个快速充电端口组成。</blockquote></p><p> Management has forecast that ChargePoint will finish its fiscal 2022 (which ends on Jan. 31) with annual revenues of between $235 million and $240 million -- up more than 60% from fiscal 2021. Also impressive is the company's non-GAAP gross margin, which was 27% in the fiscal third quarter compared to 20% in the prior-year period. ChargePoint stands out as a fast-growing business that willflex its industry-leading position to pull away from the competition.</p><p><blockquote>管理层预测,ChargePoint 将在 2022 财年(截至 1 月 31 日)结束时实现年收入在 2.35 亿美元至 2.4 亿美元之间,比 2021 财年增长 60% 以上。同样令人印象深刻的是该公司的非 GAAP 毛利率,第三财季为 27%,而去年同期为 20%。ChargePoint 是一家快速增长的企业,它将利用其行业领先地位从竞争中脱颖而出。</blockquote></p><p> Renewable energy stocksmay not be ending 2021 on a high note, but that doesn't mean the long-term trends aren't heading in the right direction. Wind, solar, and EVs are all growing, and that should help these stocks outperform the market in the years to come.</p><p><blockquote>可再生能源股在 2021 年结束时可能不会表现良好,但这并不意味着长期趋势没有朝着正确的方向发展。风能、太阳能和电动汽车都在增长,这应该有助于这些股票在未来几年跑赢市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/26/3-top-renewable-energy-stocks-for-2022/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc.","SPWR":"Sunpower Inc."},"source_url":"https://www.fool.com/investing/2021/12/26/3-top-renewable-energy-stocks-for-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134719314","content_text":"Key Points\n\nSunPower is well-positioned to ride the wave of growth in residential solar.\nAtlantica Sustainable Infrastructure's assets are in a sweet spot, and its stock is on sale versus its peers.\nChargePoint could sustain a lightning-fast growth rate for several years.\n\nIt's been a rough few months for renewable energy stocks. Macroeconomic shifts have induced traders to sell off growth stocks in favor of value, and the green energy space specifically was hit particularly hard hit as the Build Back Better billstalled in Congress. But the industry is still growing quickly, and has always adapted to changing political conditions.\nAs 2022 approaches, we asked three Fool.com contributors to offer their picks for top renewable energy stocks to buy for next year. They found SunPower, Atlantica Sustainable Infrastructure, and ChargePoint Holdings to be a cut above the rest.\nTravis Hoium(SunPower):In 2021, I think we saw a shift in how consumers see electricity markets and their own energy independence. Not only are residential solar installations in the U.S. at record highs, an increasing percentage of customers are also adding energy storage and EV charging to their installations. This plays to SunPower's strengths as an energy solutions company.\nSunPower has shed its solar module manufacturing business, its utility-scale solar business, and is in the process of finding strategic alternatives for its commercial solar business. That leaves its focus squarely on residential solar, and it shows. Its non-GAAP gross margin per watt for residential projects jumped from $0.46 to $0.69 over the past year. At the same time, its net recourse debt declined from $428 million to $154 million.\nFewer subsidies may be bad newsfor solar energy companies, but that won't halt the industry's growth nor will it eliminate people's desire to buy rooftop solar systems or EV chargers. I think SunPower is well-positioned to ride the coming wave of growth, and that's why I think 2022 will be a great year for the stock.\nHoward Smith(Atlantica Sustainable Infrastructure): Nations and businesses around the world are increasingly investing in renewable energy infrastructure. As that infrastructure grows, so too do the power purchase agreements that companies are signing with owners of those assets to bolster sustainability initiatives. The majority of Atlantica Sustainable's power generation comes from renewable energy, but it also has efficient natural gas plants and owns electricity transmission lines and water desalination facilities.\nMost of its renewable energy comes from solar assets, and all of those are generating revenues under long-term contracts. For investors, that means the company's dividend, which at current share prices yields around 4.8%, should be reliable. In fact, over the first nine months of 2021, its cash available for distribution increased 12.9% year over year. Its revenues grew 8.4% in the same period, excluding foreign currency impacts and a non-recurring project.\nRenewables contributed 77% of Atlantica's revenue through Sept. 30. In addition to North America, the company has assets in South America, Europe, the Middle East, and Africa. But the vast majority of its 2021 new investments have been in North America. Thanks to the recently enacted infrastructure bill and the potential passage of legislation routing additional funds to U.S. renewable energy development, there should be no lack of assets with which to grow in coming years.\nAtlantica Sustainable also looks like a good value compared to its peers right now. The charts below show itsdividend yieldexceeds that of two other renewable energy asset owners, and it trades at a more favorable valuation.\nDATA BYYCHARTS\nThrough 2025, the company expects 73% of its cash available for distribution to come from renewable assets, and geographically, almost half will come from North America. Given the company's assets and investments in a region that has committed to growing its renewable energy sources, this is a good time to own Atlantica Sustainable Infrastructure.\nDaniel Foelber (ChargePoint Holdings):If you step back and think about the ongoing national transition from vehicles powered by internal combustion to those powered by electricity, it quickly becomes clear the U.S. is going to need far more electric vehicle (EV) chargers. That's why $7.5 billion of President Biden's Infrastructure Investment and Jobs Actis earmarked for expanding the nation's EV chargingcapabilities. Like many industries dependent on hardware and high costs, the risk for businesses in this space is that EV chargers will become commoditized, and that businesses and consumers will simply choose the providers that offer the lowest-cost solutions.\nChargePoint can't bypass this risk, but it has done a great job building a vertically integrated, capital-light business, and it's nowthe U.S. leaderin its niche. In the case of ChargePoint, \"capital-light\" means that it doesn't need to spend heavily to grow its revenue because it sells its hardware upfront. Over time, its growing charging network should generate greater recurring revenue through software subscriptions. But for now, subscriptions account for less than 30% of total revenue.\nChargePoint expects its business to grow in lockstep with U.S. EV sales. Despite their growth, so far, EVs are only on course to account for 4% of U.S. car sales in 2021, compared to 9% in China and 14% in Europe. That leaves plenty of room for ChargePoint's business to scale and reach profitability.\nAs ChargePoint waits for EV adoption to accelerate, it has built a larger and more sophisticated network of charging ports. As of Oct. 31, it had 163,000 activated ports around the world, roughly 7% of which are DC fast-charging ports. For comparison, consider that the Tesla Supercharger network consists of just over 30,000 fast-charging ports.\nManagement has forecast that ChargePoint will finish its fiscal 2022 (which ends on Jan. 31) with annual revenues of between $235 million and $240 million -- up more than 60% from fiscal 2021. Also impressive is the company's non-GAAP gross margin, which was 27% in the fiscal third quarter compared to 20% in the prior-year period. ChargePoint stands out as a fast-growing business that willflex its industry-leading position to pull away from the competition.\nRenewable energy stocksmay not be ending 2021 on a high note, but that doesn't mean the long-term trends aren't heading in the right direction. Wind, solar, and EVs are all growing, and that should help these stocks outperform the market in the years to come.","news_type":1,"symbols_score_info":{"CHPT":0.9,"AY":0.9,"SPWR":0.9}},"isVote":1,"tweetType":1,"viewCount":2778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691401524,"gmtCreate":1640225524110,"gmtModify":1640225607825,"author":{"id":"3568788453545505","authorId":"3568788453545505","name":"panda_rius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568788453545505","idStr":"3568788453545505"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691401524","repostId":"1111179061","repostType":4,"isVote":1,"tweetType":1,"viewCount":4387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691401088,"gmtCreate":1640225511491,"gmtModify":1640225607309,"author":{"id":"3568788453545505","authorId":"3568788453545505","name":"panda_rius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568788453545505","idStr":"3568788453545505"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691401088","repostId":"1152254856","repostType":4,"repost":{"id":"1152254856","kind":"news","pubTimestamp":1640223332,"share":"https://www.laohunote.com/m/news/1152254856?lang=zh_CN&edition=full","pubTime":"2021-12-23 09:35","market":"us","language":"en","title":"5 Reasons Apple Stock Can Trade Higher From Here<blockquote>苹果股价可以从这里走高的 5 个原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152254856","media":"Barrons","summary":"Over the last two years,Apple stock has rallied an extraordinary 141%, driving the company’s market ","content":"<p>Over the last two years,Apple stock has rallied an extraordinary 141%, driving the company’s market capitalization to nearly $3 trillion, as the company saw remarkable growth across every business segment – iPhones, Macs, iPads, wearables and services.</p><p><blockquote>在过去的两年里,苹果公司的股价非凡地上涨了 141%,公司的市值接近 3 万亿美元,因为公司在 iPhone、Mac、iPad、可穿戴设备和服务等各个业务部门都取得了显著增长。</blockquote></p><p> There are reasons to expect higher highs—and many new gadgets—ahead.</p><p><blockquote>有理由期待未来会有更高的高点和许多新玩意。</blockquote></p><p> Citi analyst Jim Suva in a new research note repeated his Buy rating on Apple shares (ticker: AAPL). He lifted his price target to $200, from $170, which implies about 15% appreciation from the stock’s current level. Apple shares on Wednesday rose 1.5%, to $175.64.</p><p><blockquote>花旗分析师吉姆·苏瓦在一份新的研究报告中重申了他对苹果股票(股票代码:AAPL)的买入评级。他将目标价从 170 美元上调至 200 美元,这意味着该股目前的水平将升值约 15%。苹果股价周三上涨 1.5%,至 175.64 美元。</blockquote></p><p> Suva offers a list of five reasons Apple can climb even higher in 2022.</p><p><blockquote>Suva 列出了苹果在 2022 年攀升得更高的五个原因。</blockquote></p><p> For starters, he sees continued revenue growth, driven in particular by strong iPhone demand and growth in related services. While investor sentiment on consumer hardware has turned “very dour” on concerns that demand for PCs and other gear will revert to prepandemic levels, Suva isn’t buying that view. He estimates that the installed base of iPhones has reached more than 1 billion, with replacement cycle times remaining the same or shortening.</p><p><blockquote>首先,他预计收入将持续增长,特别是在强劲的 iPhone 需求和相关服务增长的推动下。虽然由于担心个人电脑和其他设备的需求将恢复到大流行前的水平,投资者对消费硬件的情绪变得 “非常低迷”,但苏瓦并不认同这种观点。他估计,iPhone的安装基数已经达到10亿部以上,更换周期时间保持不变或缩短。</blockquote></p><p> “This implies that users value their devices and technology and will likely continue to invest in upgrades on a regular basis,” Suva writes. “Assuming that replacement rates hover around three years for smartphones and modeling for some of these upgrades to be refurbished devices, we believe that this suggests that the installed base upgrades still have room to translate into unit growth ahead, especially as 5G continues to roll out across major economies.”</p><p><blockquote>“苏瓦写道:”这意味着用户重视他们的设备和技术,并可能继续定期投资升级。“假设智能手机的更换率在三年左右徘徊,并且其中一些升级是翻新设备,我们认为这表明已安装的基础升级仍有空间转化为未来的单位增长,尤其是在 5G 继续在主要经济体推广的情况下。”</blockquote></p><p> Suva thinks iPhone 14, coming next fall, will include a faster processor, longer battery life, and higher-resolution cameras. He sees Apple launching a foldable phone in 2023.</p><p><blockquote>Suva认为,明年秋天推出的iPhone 14将包括更快的处理器、更长的电池寿命和更高分辨率的摄像头。他预计苹果将在 2023 年推出可折叠手机。</blockquote></p><p> He’s also bullish on the coming debut of a virtual/augmented reality headset, widely expected in the 2022 second half. Citi believes the AR/VR market “is poised for growth,” he writes. “The technology is the core of Apple’s next big hardware push beyond the iPhone, iPad, and Apple Watch.” He expects details on the product to emerge at the company’s annual developers conference in June. He expects a device priced in the $750 to $1,000 range.</p><p><blockquote>他还看好即将推出的虚拟/增强现实耳机,人们普遍预计该耳机将于 2022 年下半年上市。他写道,花旗认为 AR/VR 市场 “有望增长”。“除了 iPhone、iPad 和苹果手表之外,这项技术是苹果下一代大硬件产品的核心。”他预计该产品的细节将在 6 月份举行的公司年度开发者大会上公布。他预计这款设备的价格在750美元到1000美元之间。</blockquote></p><p> Another reason for his bullishness is that service revenue growth isn’t likely to be affected by regulatory changes, Suva writes. While litigation has targeted Apple’s limitations on the use of third-party payment systems in apps, Suva thinks the outcome won’t be material to revenue.</p><p><blockquote>苏瓦写道,他乐观的另一个原因是服务收入增长不太可能受到监管变化的影响。虽然诉讼的目标是苹果对在应用程序中使用第三方支付系统的限制,但苏瓦认为诉讼结果不会对收入产生重大影响。</blockquote></p><p> “Many users prefer convenience and security over a small amount of financial savings,” he writes. “For developers, chasing higher margins via off-store billing is likely to come at the expense of lower conversion rates and, by extension, lower revenues.”</p><p><blockquote>“他写道:”许多用户更喜欢便利性和安全性,而不是少量的经济节省。“对于开发商来说,通过店外计费来追求更高的利润率很可能会以降低转化率为代价,进而降低收入。”</blockquote></p><p> Apple shares, Suva adds, will also continue to benefit from the company’s aggressive posture on returning cash to holders via dividends and especially stock repurchases. With Apple generating more than $100 billion a year in free cash flow, he says, the company is likely to return at least $100 billion a year to holders. He notes that the company has announced new buyback plans in May in each of the last four years, and he sees another $90 billion authorization ahead—and he sees a 10% dividend hike coming.</p><p><blockquote>苏瓦补充说,苹果的股票也将继续受益于该公司通过分红,尤其是股票回购向股东返还现金的积极姿态。他表示,由于苹果每年产生超过 1000 亿美元的自由现金流,该公司每年可能会向股东返还至少 1000 亿美元。他指出,过去四年中,该公司每年都会在 5 月份宣布新的回购计划,他预计未来还会获得 900 亿美元的授权,并且他预计股息将上调 10%。</blockquote></p><p> Not least, Suva is upbeat on the prospect of an Apple Car. He expects a launch in 2025 or sooner.</p><p><blockquote>更重要的是,苏瓦对苹果汽车的前景持乐观态度。他预计将于 2025 年或更早发射。</blockquote></p><p> “Apple entering the auto market is a matter not of ‘if’ but ‘when and to what extent,’” he writes. The analyst lays out two scenarios for Apple and cars. The first is that the company goes all in, and builds an Apple Car via outsourced production. The result could be a 10% to 15% boost to overall sales, with a 5% to 11% lift to Ebitda, or earnings before interest, taxes, depreciation and amortization. A more modest scenario has Apple focusing on the IT ecosystem for cars, like CarPlay, with a 2% lift to sales, and a 1% to 2% boost to Ebitda, he writes.</p><p><blockquote>“他写道:”苹果进入汽车市场不是一个'是否'的问题,而是一个'何时以及在多大程度上'的问题。分析师提出了苹果和汽车的两种情景。首先是该公司全力以赴,通过外包生产制造苹果汽车。其结果可能是整体销售额增长 10% 至 15%,Ebitda 或息税折旧摊销前利润增长 5% 至 11%。他写道,在一个更温和的情况下,苹果将专注于汽车的 IT 生态系统,例如 CarPlay,销售额将增长 2%,Ebitda 将增长 1% 至 2%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Reasons Apple Stock Can Trade Higher From Here<blockquote>苹果股价可以从这里走高的 5 个原因</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\">\n5 Reasons Apple Stock Can Trade Higher From Here<blockquote>苹果股价可以从这里走高的 5 个原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-23 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Over the last two years,Apple stock has rallied an extraordinary 141%, driving the company’s market capitalization to nearly $3 trillion, as the company saw remarkable growth across every business segment – iPhones, Macs, iPads, wearables and services.</p><p><blockquote>在过去的两年里,苹果公司的股价非凡地上涨了 141%,公司的市值接近 3 万亿美元,因为公司在 iPhone、Mac、iPad、可穿戴设备和服务等各个业务部门都取得了显著增长。</blockquote></p><p> There are reasons to expect higher highs—and many new gadgets—ahead.</p><p><blockquote>有理由期待未来会有更高的高点和许多新玩意。</blockquote></p><p> Citi analyst Jim Suva in a new research note repeated his Buy rating on Apple shares (ticker: AAPL). He lifted his price target to $200, from $170, which implies about 15% appreciation from the stock’s current level. Apple shares on Wednesday rose 1.5%, to $175.64.</p><p><blockquote>花旗分析师吉姆·苏瓦在一份新的研究报告中重申了他对苹果股票(股票代码:AAPL)的买入评级。他将目标价从 170 美元上调至 200 美元,这意味着该股目前的水平将升值约 15%。苹果股价周三上涨 1.5%,至 175.64 美元。</blockquote></p><p> Suva offers a list of five reasons Apple can climb even higher in 2022.</p><p><blockquote>Suva 列出了苹果在 2022 年攀升得更高的五个原因。</blockquote></p><p> For starters, he sees continued revenue growth, driven in particular by strong iPhone demand and growth in related services. While investor sentiment on consumer hardware has turned “very dour” on concerns that demand for PCs and other gear will revert to prepandemic levels, Suva isn’t buying that view. He estimates that the installed base of iPhones has reached more than 1 billion, with replacement cycle times remaining the same or shortening.</p><p><blockquote>首先,他预计收入将持续增长,特别是在强劲的 iPhone 需求和相关服务增长的推动下。虽然由于担心个人电脑和其他设备的需求将恢复到大流行前的水平,投资者对消费硬件的情绪变得 “非常低迷”,但苏瓦并不认同这种观点。他估计,iPhone的安装基数已经达到10亿部以上,更换周期时间保持不变或缩短。</blockquote></p><p> “This implies that users value their devices and technology and will likely continue to invest in upgrades on a regular basis,” Suva writes. “Assuming that replacement rates hover around three years for smartphones and modeling for some of these upgrades to be refurbished devices, we believe that this suggests that the installed base upgrades still have room to translate into unit growth ahead, especially as 5G continues to roll out across major economies.”</p><p><blockquote>“苏瓦写道:”这意味着用户重视他们的设备和技术,并可能继续定期投资升级。“假设智能手机的更换率在三年左右徘徊,并且其中一些升级是翻新设备,我们认为这表明已安装的基础升级仍有空间转化为未来的单位增长,尤其是在 5G 继续在主要经济体推广的情况下。”</blockquote></p><p> Suva thinks iPhone 14, coming next fall, will include a faster processor, longer battery life, and higher-resolution cameras. He sees Apple launching a foldable phone in 2023.</p><p><blockquote>Suva认为,明年秋天推出的iPhone 14将包括更快的处理器、更长的电池寿命和更高分辨率的摄像头。他预计苹果将在 2023 年推出可折叠手机。</blockquote></p><p> He’s also bullish on the coming debut of a virtual/augmented reality headset, widely expected in the 2022 second half. Citi believes the AR/VR market “is poised for growth,” he writes. “The technology is the core of Apple’s next big hardware push beyond the iPhone, iPad, and Apple Watch.” He expects details on the product to emerge at the company’s annual developers conference in June. He expects a device priced in the $750 to $1,000 range.</p><p><blockquote>他还看好即将推出的虚拟/增强现实耳机,人们普遍预计该耳机将于 2022 年下半年上市。他写道,花旗认为 AR/VR 市场 “有望增长”。“除了 iPhone、iPad 和苹果手表之外,这项技术是苹果下一代大硬件产品的核心。”他预计该产品的细节将在 6 月份举行的公司年度开发者大会上公布。他预计这款设备的价格在750美元到1000美元之间。</blockquote></p><p> Another reason for his bullishness is that service revenue growth isn’t likely to be affected by regulatory changes, Suva writes. While litigation has targeted Apple’s limitations on the use of third-party payment systems in apps, Suva thinks the outcome won’t be material to revenue.</p><p><blockquote>苏瓦写道,他乐观的另一个原因是服务收入增长不太可能受到监管变化的影响。虽然诉讼的目标是苹果对在应用程序中使用第三方支付系统的限制,但苏瓦认为诉讼结果不会对收入产生重大影响。</blockquote></p><p> “Many users prefer convenience and security over a small amount of financial savings,” he writes. “For developers, chasing higher margins via off-store billing is likely to come at the expense of lower conversion rates and, by extension, lower revenues.”</p><p><blockquote>“他写道:”许多用户更喜欢便利性和安全性,而不是少量的经济节省。“对于开发商来说,通过店外计费来追求更高的利润率很可能会以降低转化率为代价,进而降低收入。”</blockquote></p><p> Apple shares, Suva adds, will also continue to benefit from the company’s aggressive posture on returning cash to holders via dividends and especially stock repurchases. With Apple generating more than $100 billion a year in free cash flow, he says, the company is likely to return at least $100 billion a year to holders. He notes that the company has announced new buyback plans in May in each of the last four years, and he sees another $90 billion authorization ahead—and he sees a 10% dividend hike coming.</p><p><blockquote>苏瓦补充说,苹果的股票也将继续受益于该公司通过分红,尤其是股票回购向股东返还现金的积极姿态。他表示,由于苹果每年产生超过 1000 亿美元的自由现金流,该公司每年可能会向股东返还至少 1000 亿美元。他指出,过去四年中,该公司每年都会在 5 月份宣布新的回购计划,他预计未来还会获得 900 亿美元的授权,并且他预计股息将上调 10%。</blockquote></p><p> Not least, Suva is upbeat on the prospect of an Apple Car. He expects a launch in 2025 or sooner.</p><p><blockquote>更重要的是,苏瓦对苹果汽车的前景持乐观态度。他预计将于 2025 年或更早发射。</blockquote></p><p> “Apple entering the auto market is a matter not of ‘if’ but ‘when and to what extent,’” he writes. The analyst lays out two scenarios for Apple and cars. The first is that the company goes all in, and builds an Apple Car via outsourced production. The result could be a 10% to 15% boost to overall sales, with a 5% to 11% lift to Ebitda, or earnings before interest, taxes, depreciation and amortization. A more modest scenario has Apple focusing on the IT ecosystem for cars, like CarPlay, with a 2% lift to sales, and a 1% to 2% boost to Ebitda, he writes.</p><p><blockquote>“他写道:”苹果进入汽车市场不是一个'是否'的问题,而是一个'何时以及在多大程度上'的问题。分析师提出了苹果和汽车的两种情景。首先是该公司全力以赴,通过外包生产制造苹果汽车。其结果可能是整体销售额增长 10% 至 15%,Ebitda 或息税折旧摊销前利润增长 5% 至 11%。他写道,在一个更温和的情况下,苹果将专注于汽车的 IT 生态系统,例如 CarPlay,销售额将增长 2%,Ebitda 将增长 1% 至 2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/apple-stock-higher-51640199308?mod=hp_LEAD_3_B_1\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-higher-51640199308?mod=hp_LEAD_3_B_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152254856","content_text":"Over the last two years,Apple stock has rallied an extraordinary 141%, driving the company’s market capitalization to nearly $3 trillion, as the company saw remarkable growth across every business segment – iPhones, Macs, iPads, wearables and services.\nThere are reasons to expect higher highs—and many new gadgets—ahead.\nCiti analyst Jim Suva in a new research note repeated his Buy rating on Apple shares (ticker: AAPL). He lifted his price target to $200, from $170, which implies about 15% appreciation from the stock’s current level. Apple shares on Wednesday rose 1.5%, to $175.64.\nSuva offers a list of five reasons Apple can climb even higher in 2022.\nFor starters, he sees continued revenue growth, driven in particular by strong iPhone demand and growth in related services. While investor sentiment on consumer hardware has turned “very dour” on concerns that demand for PCs and other gear will revert to prepandemic levels, Suva isn’t buying that view. He estimates that the installed base of iPhones has reached more than 1 billion, with replacement cycle times remaining the same or shortening.\n“This implies that users value their devices and technology and will likely continue to invest in upgrades on a regular basis,” Suva writes. “Assuming that replacement rates hover around three years for smartphones and modeling for some of these upgrades to be refurbished devices, we believe that this suggests that the installed base upgrades still have room to translate into unit growth ahead, especially as 5G continues to roll out across major economies.”\nSuva thinks iPhone 14, coming next fall, will include a faster processor, longer battery life, and higher-resolution cameras. He sees Apple launching a foldable phone in 2023.\nHe’s also bullish on the coming debut of a virtual/augmented reality headset, widely expected in the 2022 second half. Citi believes the AR/VR market “is poised for growth,” he writes. “The technology is the core of Apple’s next big hardware push beyond the iPhone, iPad, and Apple Watch.” He expects details on the product to emerge at the company’s annual developers conference in June. He expects a device priced in the $750 to $1,000 range.\nAnother reason for his bullishness is that service revenue growth isn’t likely to be affected by regulatory changes, Suva writes. While litigation has targeted Apple’s limitations on the use of third-party payment systems in apps, Suva thinks the outcome won’t be material to revenue.\n“Many users prefer convenience and security over a small amount of financial savings,” he writes. “For developers, chasing higher margins via off-store billing is likely to come at the expense of lower conversion rates and, by extension, lower revenues.”\nApple shares, Suva adds, will also continue to benefit from the company’s aggressive posture on returning cash to holders via dividends and especially stock repurchases. With Apple generating more than $100 billion a year in free cash flow, he says, the company is likely to return at least $100 billion a year to holders. He notes that the company has announced new buyback plans in May in each of the last four years, and he sees another $90 billion authorization ahead—and he sees a 10% dividend hike coming.\nNot least, Suva is upbeat on the prospect of an Apple Car. He expects a launch in 2025 or sooner.\n“Apple entering the auto market is a matter not of ‘if’ but ‘when and to what extent,’” he writes. The analyst lays out two scenarios for Apple and cars. The first is that the company goes all in, and builds an Apple Car via outsourced production. The result could be a 10% to 15% boost to overall sales, with a 5% to 11% lift to Ebitda, or earnings before interest, taxes, depreciation and amortization. A more modest scenario has Apple focusing on the IT ecosystem for cars, like CarPlay, with a 2% lift to sales, and a 1% to 2% boost to Ebitda, he writes.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691403482,"gmtCreate":1640225498406,"gmtModify":1640225607142,"author":{"id":"3568788453545505","authorId":"3568788453545505","name":"panda_rius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568788453545505","idStr":"3568788453545505"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691403482","repostId":"1134708540","repostType":4,"repost":{"id":"1134708540","kind":"news","pubTimestamp":1640223729,"share":"https://www.laohunote.com/m/news/1134708540?lang=zh_CN&edition=full","pubTime":"2021-12-23 09:42","market":"us","language":"en","title":"Is the stock market open on Christmas Eve? New Year’s Eve? Here are the upcoming holiday trading hours.<blockquote>平安夜股市开市吗?除夕?以下是即将到来的假日交易时间。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134708540","media":"MarketWatch","summary":"It’s holiday time on Wall Street, but investors are still wrestling with the pandemic and the latest","content":"<p>It’s holiday time on Wall Street, but investors are still wrestling with the pandemic and the latest strain of the coronavirus that causes COVID: the omicron variant. However, there is still cause for good cheer and cautious optimism, given recent omicron data out of South Africa, and with many global markets set to close on Friday in observance of Christmas.</p><p><blockquote>现在是华尔街的假期,但投资者仍在与大流行病和导致 COVID 的最新冠状病毒株作斗争:奥密克戎变种。然而,鉴于南非最近的奥密克戎数据,以及许多全球市场将于周五休市以纪念圣诞节,仍有理由感到高兴和谨慎乐观。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab9712bea83e04f520ae432a9196dbb4\" tg-width=\"700\" tg-height=\"428\" referrerpolicy=\"no-referrer\"><span>Vyacheslav Oseledko/AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>维亚切斯拉夫·奥塞莱德科/法新社/盖蒂图片社</span></p></blockquote></p><p> The U.S. Securities Industry and Financial Markets Association recommends a 2 p.m. close for trading in bonds on Thursday, Dec. 23, including the 10-year Treasury note, but there will be no early close for equity markets, per New York Stock Exchange and Nasdaq recommendations.</p><p><blockquote>美国证券业和金融市场协会建议下午 2 点。根据纽约证券交易所和纳斯达克的建议,包括 10 年期国库券在内的债券交易于 12 月 23 日星期四收盘,但股票市场不会提前收盘。</blockquote></p><p> In the commodities complex, energy and metals markets will close at their normal times, with trading of metals, including gold futures on Comex, set to end at 1:30 p.m. Eastern, and West Texas Intermediate crude-oil trading on the New York Mercantile Exchange slated to wrap up at 2:30 p.m.</p><p><blockquote>在大宗商品领域,能源和金属市场将在正常时间收盘,包括Comex黄金期货在内的金属交易将于下午1:30结束。纽约商品交易所东德克萨斯和西德克萨斯中质原油交易定于下午 2:30 结束。</blockquote></p><p> Global financial markets mostly will be closed on Friday, Dec. 31, or Monday, Jan. 3, 2022, in observation of the New Year’s holiday, but U.S. markets won’t.</p><p><blockquote>为庆祝新年假期,全球金融市场将于 2022 年 12 月 31 日星期五或 1 月 3 日星期一休市,但美国市场不会休市。</blockquote></p><p> For the first time in a decade, there will be no U.S. stock-market closure in observance of New Year’s Day because of the relatively obscure NYSE Rule 7.2.</p><p><blockquote>由于纽约证券交易所规则 7.2 相对晦涩难懂,十年来美国股市将首次不休市以庆祝元旦。</blockquote></p><p> Equity markets are aiming to close out December and 2021 on a high note after volatile trade recently. The Dow Jones Industrial Average was looking at a monthly gain of 3.7%, with a nearly 17% year-to-date advance currently in place; the S&P 500 index was looking at a 2.8% rise in December and an over 25% annual gain, while the Nasdaq Composite Index was on track for a 0.1% decline on the month and a 20% year-to-date rise. That is after withering trade to start this penultimate week of December.</p><p><blockquote>在最近的交易波动之后,股市的目标是在 12 月和 2021 年以高位收盘。道琼斯工业平均指数预计月度上涨 3.7%,今年迄今上涨近 17%;标普500指数预计 12 月份将上涨 2.8%,年化涨幅将超过 25%,而纳斯达克综合指数本月有望下跌 0.1%,年初至今将上涨 20%。这是在 12 月倒数第二周开始的交易萎靡不振之后。</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>Is the stock market open on Christmas Eve? New Year’s Eve? Here are the upcoming holiday trading hours.<blockquote>平安夜股市开市吗?除夕?以下是即将到来的假日交易时间。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the stock market open on Christmas Eve? New Year’s Eve? Here are the upcoming holiday trading hours.<blockquote>平安夜股市开市吗?除夕?以下是即将到来的假日交易时间。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-23 09:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s holiday time on Wall Street, but investors are still wrestling with the pandemic and the latest strain of the coronavirus that causes COVID: the omicron variant. However, there is still cause for good cheer and cautious optimism, given recent omicron data out of South Africa, and with many global markets set to close on Friday in observance of Christmas.</p><p><blockquote>现在是华尔街的假期,但投资者仍在与大流行病和导致 COVID 的最新冠状病毒株作斗争:奥密克戎变种。然而,鉴于南非最近的奥密克戎数据,以及许多全球市场将于周五休市以纪念圣诞节,仍有理由感到高兴和谨慎乐观。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab9712bea83e04f520ae432a9196dbb4\" tg-width=\"700\" tg-height=\"428\" referrerpolicy=\"no-referrer\"><span>Vyacheslav Oseledko/AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>维亚切斯拉夫·奥塞莱德科/法新社/盖蒂图片社</span></p></blockquote></p><p> The U.S. Securities Industry and Financial Markets Association recommends a 2 p.m. close for trading in bonds on Thursday, Dec. 23, including the 10-year Treasury note, but there will be no early close for equity markets, per New York Stock Exchange and Nasdaq recommendations.</p><p><blockquote>美国证券业和金融市场协会建议下午 2 点。根据纽约证券交易所和纳斯达克的建议,包括 10 年期国库券在内的债券交易于 12 月 23 日星期四收盘,但股票市场不会提前收盘。</blockquote></p><p> In the commodities complex, energy and metals markets will close at their normal times, with trading of metals, including gold futures on Comex, set to end at 1:30 p.m. Eastern, and West Texas Intermediate crude-oil trading on the New York Mercantile Exchange slated to wrap up at 2:30 p.m.</p><p><blockquote>在大宗商品领域,能源和金属市场将在正常时间收盘,包括Comex黄金期货在内的金属交易将于下午1:30结束。纽约商品交易所东德克萨斯和西德克萨斯中质原油交易定于下午 2:30 结束。</blockquote></p><p> Global financial markets mostly will be closed on Friday, Dec. 31, or Monday, Jan. 3, 2022, in observation of the New Year’s holiday, but U.S. markets won’t.</p><p><blockquote>为庆祝新年假期,全球金融市场将于 2022 年 12 月 31 日星期五或 1 月 3 日星期一休市,但美国市场不会休市。</blockquote></p><p> For the first time in a decade, there will be no U.S. stock-market closure in observance of New Year’s Day because of the relatively obscure NYSE Rule 7.2.</p><p><blockquote>由于纽约证券交易所规则 7.2 相对晦涩难懂,十年来美国股市将首次不休市以庆祝元旦。</blockquote></p><p> Equity markets are aiming to close out December and 2021 on a high note after volatile trade recently. The Dow Jones Industrial Average was looking at a monthly gain of 3.7%, with a nearly 17% year-to-date advance currently in place; the S&P 500 index was looking at a 2.8% rise in December and an over 25% annual gain, while the Nasdaq Composite Index was on track for a 0.1% decline on the month and a 20% year-to-date rise. That is after withering trade to start this penultimate week of December.</p><p><blockquote>在最近的交易波动之后,股市的目标是在 12 月和 2021 年以高位收盘。道琼斯工业平均指数预计月度上涨 3.7%,今年迄今上涨近 17%;标普500指数预计 12 月份将上涨 2.8%,年化涨幅将超过 25%,而纳斯达克综合指数本月有望下跌 0.1%,年初至今将上涨 20%。这是在 12 月倒数第二周开始的交易萎靡不振之后。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/is-the-stock-market-open-christmas-eve-here-are-holiday-and-new-years-trading-hours-11640201840?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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/is-the-stock-market-open-christmas-eve-here-are-holiday-and-new-years-trading-hours-11640201840?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134708540","content_text":"It’s holiday time on Wall Street, but investors are still wrestling with the pandemic and the latest strain of the coronavirus that causes COVID: the omicron variant. However, there is still cause for good cheer and cautious optimism, given recent omicron data out of South Africa, and with many global markets set to close on Friday in observance of Christmas.\nVyacheslav Oseledko/AFP/Getty Images\nThe U.S. Securities Industry and Financial Markets Association recommends a 2 p.m. close for trading in bonds on Thursday, Dec. 23, including the 10-year Treasury note, but there will be no early close for equity markets, per New York Stock Exchange and Nasdaq recommendations.\nIn the commodities complex, energy and metals markets will close at their normal times, with trading of metals, including gold futures on Comex, set to end at 1:30 p.m. Eastern, and West Texas Intermediate crude-oil trading on the New York Mercantile Exchange slated to wrap up at 2:30 p.m.\nGlobal financial markets mostly will be closed on Friday, Dec. 31, or Monday, Jan. 3, 2022, in observation of the New Year’s holiday, but U.S. markets won’t.\nFor the first time in a decade, there will be no U.S. stock-market closure in observance of New Year’s Day because of the relatively obscure NYSE Rule 7.2.\nEquity markets are aiming to close out December and 2021 on a high note after volatile trade recently. The Dow Jones Industrial Average was looking at a monthly gain of 3.7%, with a nearly 17% year-to-date advance currently in place; the S&P 500 index was looking at a 2.8% rise in December and an over 25% annual gain, while the Nasdaq Composite Index was on track for a 0.1% decline on the month and a 20% year-to-date rise. That is after withering trade to start this penultimate week of December.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691403026,"gmtCreate":1640225474436,"gmtModify":1640225606399,"author":{"id":"3568788453545505","authorId":"3568788453545505","name":"panda_rius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568788453545505","idStr":"3568788453545505"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691403026","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":3131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":691403026,"gmtCreate":1640225474436,"gmtModify":1640225606399,"author":{"id":"3568788453545505","authorId":"3568788453545505","name":"panda_rius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568788453545505","authorIdStr":"3568788453545505"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691403026","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":3131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691403482,"gmtCreate":1640225498406,"gmtModify":1640225607142,"author":{"id":"3568788453545505","authorId":"3568788453545505","name":"panda_rius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568788453545505","authorIdStr":"3568788453545505"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691403482","repostId":"1134708540","repostType":4,"repost":{"id":"1134708540","kind":"news","pubTimestamp":1640223729,"share":"https://www.laohunote.com/m/news/1134708540?lang=zh_CN&edition=full","pubTime":"2021-12-23 09:42","market":"us","language":"en","title":"Is the stock market open on Christmas Eve? New Year’s Eve? Here are the upcoming holiday trading hours.<blockquote>平安夜股市开市吗?除夕?以下是即将到来的假日交易时间。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134708540","media":"MarketWatch","summary":"It’s holiday time on Wall Street, but investors are still wrestling with the pandemic and the latest","content":"<p>It’s holiday time on Wall Street, but investors are still wrestling with the pandemic and the latest strain of the coronavirus that causes COVID: the omicron variant. However, there is still cause for good cheer and cautious optimism, given recent omicron data out of South Africa, and with many global markets set to close on Friday in observance of Christmas.</p><p><blockquote>现在是华尔街的假期,但投资者仍在与大流行病和导致 COVID 的最新冠状病毒株作斗争:奥密克戎变种。然而,鉴于南非最近的奥密克戎数据,以及许多全球市场将于周五休市以纪念圣诞节,仍有理由感到高兴和谨慎乐观。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab9712bea83e04f520ae432a9196dbb4\" tg-width=\"700\" tg-height=\"428\" referrerpolicy=\"no-referrer\"><span>Vyacheslav Oseledko/AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>维亚切斯拉夫·奥塞莱德科/法新社/盖蒂图片社</span></p></blockquote></p><p> The U.S. Securities Industry and Financial Markets Association recommends a 2 p.m. close for trading in bonds on Thursday, Dec. 23, including the 10-year Treasury note, but there will be no early close for equity markets, per New York Stock Exchange and Nasdaq recommendations.</p><p><blockquote>美国证券业和金融市场协会建议下午 2 点。根据纽约证券交易所和纳斯达克的建议,包括 10 年期国库券在内的债券交易于 12 月 23 日星期四收盘,但股票市场不会提前收盘。</blockquote></p><p> In the commodities complex, energy and metals markets will close at their normal times, with trading of metals, including gold futures on Comex, set to end at 1:30 p.m. Eastern, and West Texas Intermediate crude-oil trading on the New York Mercantile Exchange slated to wrap up at 2:30 p.m.</p><p><blockquote>在大宗商品领域,能源和金属市场将在正常时间收盘,包括Comex黄金期货在内的金属交易将于下午1:30结束。纽约商品交易所东德克萨斯和西德克萨斯中质原油交易定于下午 2:30 结束。</blockquote></p><p> Global financial markets mostly will be closed on Friday, Dec. 31, or Monday, Jan. 3, 2022, in observation of the New Year’s holiday, but U.S. markets won’t.</p><p><blockquote>为庆祝新年假期,全球金融市场将于 2022 年 12 月 31 日星期五或 1 月 3 日星期一休市,但美国市场不会休市。</blockquote></p><p> For the first time in a decade, there will be no U.S. stock-market closure in observance of New Year’s Day because of the relatively obscure NYSE Rule 7.2.</p><p><blockquote>由于纽约证券交易所规则 7.2 相对晦涩难懂,十年来美国股市将首次不休市以庆祝元旦。</blockquote></p><p> Equity markets are aiming to close out December and 2021 on a high note after volatile trade recently. The Dow Jones Industrial Average was looking at a monthly gain of 3.7%, with a nearly 17% year-to-date advance currently in place; the S&P 500 index was looking at a 2.8% rise in December and an over 25% annual gain, while the Nasdaq Composite Index was on track for a 0.1% decline on the month and a 20% year-to-date rise. That is after withering trade to start this penultimate week of December.</p><p><blockquote>在最近的交易波动之后,股市的目标是在 12 月和 2021 年以高位收盘。道琼斯工业平均指数预计月度上涨 3.7%,今年迄今上涨近 17%;标普500指数预计 12 月份将上涨 2.8%,年化涨幅将超过 25%,而纳斯达克综合指数本月有望下跌 0.1%,年初至今将上涨 20%。这是在 12 月倒数第二周开始的交易萎靡不振之后。</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>Is the stock market open on Christmas Eve? New Year’s Eve? Here are the upcoming holiday trading hours.<blockquote>平安夜股市开市吗?除夕?以下是即将到来的假日交易时间。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the stock market open on Christmas Eve? New Year’s Eve? Here are the upcoming holiday trading hours.<blockquote>平安夜股市开市吗?除夕?以下是即将到来的假日交易时间。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-23 09:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s holiday time on Wall Street, but investors are still wrestling with the pandemic and the latest strain of the coronavirus that causes COVID: the omicron variant. However, there is still cause for good cheer and cautious optimism, given recent omicron data out of South Africa, and with many global markets set to close on Friday in observance of Christmas.</p><p><blockquote>现在是华尔街的假期,但投资者仍在与大流行病和导致 COVID 的最新冠状病毒株作斗争:奥密克戎变种。然而,鉴于南非最近的奥密克戎数据,以及许多全球市场将于周五休市以纪念圣诞节,仍有理由感到高兴和谨慎乐观。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab9712bea83e04f520ae432a9196dbb4\" tg-width=\"700\" tg-height=\"428\" referrerpolicy=\"no-referrer\"><span>Vyacheslav Oseledko/AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>维亚切斯拉夫·奥塞莱德科/法新社/盖蒂图片社</span></p></blockquote></p><p> The U.S. Securities Industry and Financial Markets Association recommends a 2 p.m. close for trading in bonds on Thursday, Dec. 23, including the 10-year Treasury note, but there will be no early close for equity markets, per New York Stock Exchange and Nasdaq recommendations.</p><p><blockquote>美国证券业和金融市场协会建议下午 2 点。根据纽约证券交易所和纳斯达克的建议,包括 10 年期国库券在内的债券交易于 12 月 23 日星期四收盘,但股票市场不会提前收盘。</blockquote></p><p> In the commodities complex, energy and metals markets will close at their normal times, with trading of metals, including gold futures on Comex, set to end at 1:30 p.m. Eastern, and West Texas Intermediate crude-oil trading on the New York Mercantile Exchange slated to wrap up at 2:30 p.m.</p><p><blockquote>在大宗商品领域,能源和金属市场将在正常时间收盘,包括Comex黄金期货在内的金属交易将于下午1:30结束。纽约商品交易所东德克萨斯和西德克萨斯中质原油交易定于下午 2:30 结束。</blockquote></p><p> Global financial markets mostly will be closed on Friday, Dec. 31, or Monday, Jan. 3, 2022, in observation of the New Year’s holiday, but U.S. markets won’t.</p><p><blockquote>为庆祝新年假期,全球金融市场将于 2022 年 12 月 31 日星期五或 1 月 3 日星期一休市,但美国市场不会休市。</blockquote></p><p> For the first time in a decade, there will be no U.S. stock-market closure in observance of New Year’s Day because of the relatively obscure NYSE Rule 7.2.</p><p><blockquote>由于纽约证券交易所规则 7.2 相对晦涩难懂,十年来美国股市将首次不休市以庆祝元旦。</blockquote></p><p> Equity markets are aiming to close out December and 2021 on a high note after volatile trade recently. The Dow Jones Industrial Average was looking at a monthly gain of 3.7%, with a nearly 17% year-to-date advance currently in place; the S&P 500 index was looking at a 2.8% rise in December and an over 25% annual gain, while the Nasdaq Composite Index was on track for a 0.1% decline on the month and a 20% year-to-date rise. That is after withering trade to start this penultimate week of December.</p><p><blockquote>在最近的交易波动之后,股市的目标是在 12 月和 2021 年以高位收盘。道琼斯工业平均指数预计月度上涨 3.7%,今年迄今上涨近 17%;标普500指数预计 12 月份将上涨 2.8%,年化涨幅将超过 25%,而纳斯达克综合指数本月有望下跌 0.1%,年初至今将上涨 20%。这是在 12 月倒数第二周开始的交易萎靡不振之后。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/is-the-stock-market-open-christmas-eve-here-are-holiday-and-new-years-trading-hours-11640201840?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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/is-the-stock-market-open-christmas-eve-here-are-holiday-and-new-years-trading-hours-11640201840?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134708540","content_text":"It’s holiday time on Wall Street, but investors are still wrestling with the pandemic and the latest strain of the coronavirus that causes COVID: the omicron variant. However, there is still cause for good cheer and cautious optimism, given recent omicron data out of South Africa, and with many global markets set to close on Friday in observance of Christmas.\nVyacheslav Oseledko/AFP/Getty Images\nThe U.S. Securities Industry and Financial Markets Association recommends a 2 p.m. close for trading in bonds on Thursday, Dec. 23, including the 10-year Treasury note, but there will be no early close for equity markets, per New York Stock Exchange and Nasdaq recommendations.\nIn the commodities complex, energy and metals markets will close at their normal times, with trading of metals, including gold futures on Comex, set to end at 1:30 p.m. Eastern, and West Texas Intermediate crude-oil trading on the New York Mercantile Exchange slated to wrap up at 2:30 p.m.\nGlobal financial markets mostly will be closed on Friday, Dec. 31, or Monday, Jan. 3, 2022, in observation of the New Year’s holiday, but U.S. markets won’t.\nFor the first time in a decade, there will be no U.S. stock-market closure in observance of New Year’s Day because of the relatively obscure NYSE Rule 7.2.\nEquity markets are aiming to close out December and 2021 on a high note after volatile trade recently. The Dow Jones Industrial Average was looking at a monthly gain of 3.7%, with a nearly 17% year-to-date advance currently in place; the S&P 500 index was looking at a 2.8% rise in December and an over 25% annual gain, while the Nasdaq Composite Index was on track for a 0.1% decline on the month and a 20% year-to-date rise. That is after withering trade to start this penultimate week of December.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696035542,"gmtCreate":1640571862661,"gmtModify":1640571892003,"author":{"id":"3568788453545505","authorId":"3568788453545505","name":"panda_rius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568788453545505","authorIdStr":"3568788453545505"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696035542","repostId":"1134719314","repostType":4,"repost":{"id":"1134719314","kind":"news","pubTimestamp":1640568785,"share":"https://www.laohunote.com/m/news/1134719314?lang=zh_CN&edition=full","pubTime":"2021-12-27 09:33","market":"us","language":"en","title":"3 Top Renewable Energy Stocks for 2022<blockquote>2022 年 3 大可再生能源股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134719314","media":"Motley Fool","summary":"Key Points\n\nSunPower is well-positioned to ride the wave of growth in residential solar.\nAtlantica S","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>SunPower is well-positioned to ride the wave of growth in residential solar.</li> <li>Atlantica Sustainable Infrastructure's assets are in a sweet spot, and its stock is on sale versus its peers.</li> <li>ChargePoint could sustain a lightning-fast growth rate for several years.</li> </ul> It's been a rough few months for renewable energy stocks. Macroeconomic shifts have induced traders to sell off growth stocks in favor of value, and the green energy space specifically was hit particularly hard hit as the Build Back Better billstalled in Congress. But the industry is still growing quickly, and has always adapted to changing political conditions.</p><p><blockquote><ul><li>SunPower处于有利地位,可以乘着住宅太阳能的增长浪潮。</li><li>Atlantica Sustainable Infrastructure 的资产处于最佳状态,其股票相对于同行正在出售。</li><li>ChargePoint 可以在几年内保持闪电般的增长率。</li></ul>对于可再生能源股来说,这是艰难的几个月。宏观经济的变化促使交易员抛售成长型股票,转而追求价值,尤其是绿色能源领域受到的打击尤为严重,因为重建更好法案在国会陷入僵局。但该行业仍在快速增长,并且一直在适应不断变化的政治条件。</blockquote></p><p> As 2022 approaches, we asked three Fool.com contributors to offer their picks for top renewable energy stocks to buy for next year. They found <a href=\"https://laohu8.com/S/SPWR\"><b>SunPower</b></a>, <a href=\"https://laohu8.com/S/AY\"><b>Atlantica Sustainable Infrastructure</b></a>, and <a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint Holdings</b></a> to be a cut above the rest.</p><p><blockquote>随着 2022 年的临近,我们请三位 Fool.com 撰稿人提供他们对明年最值得购买的可再生能源股票的选择。他们发现<a href=\"https://laohu8.com/S/SPWR\"><b>太阳能</b></a>, <a href=\"https://laohu8.com/S/AY\"><b>大西洋可持续基础设施</b></a>,和<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint控股</b></a>比其他人高出一截。</blockquote></p><p> <b>Travis Hoium(SunPower):</b>In 2021, I think we saw a shift in how consumers see electricity markets and their own energy independence. Not only are residential solar installations in the U.S. at record highs, an increasing percentage of customers are also adding energy storage and EV charging to their installations. This plays to SunPower's strengths as an energy solutions company.</p><p><blockquote><b>特拉维斯·霍伊姆(阳光电力):</b>2021 年,我认为我们看到消费者对电力市场和自身能源独立性的看法发生了转变。不仅美国住宅太阳能安装量创历史新高,越来越多的客户还在其安装中添加储能和电动汽车充电。这发挥了 SunPower 作为能源解决方案公司的优势。</blockquote></p><p> SunPower has shed its solar module manufacturing business, its utility-scale solar business, and is in the process of finding strategic alternatives for its commercial solar business. That leaves its focus squarely on residential solar, and it shows. Its non-GAAP gross margin per watt for residential projects jumped from $0.46 to $0.69 over the past year. At the same time, its net recourse debt declined from $428 million to $154 million.</p><p><blockquote>SunPower 已剥离其太阳能组件制造业务、公用事业规模太阳能业务,并正在为其商业太阳能业务寻找战略替代方案。这使得其重点完全集中在住宅太阳能上,这一点也很明显。去年,其住宅项目的非 GAAP 每瓦毛利率从 0.46 美元跃升至 0.69 美元。与此同时,其净追索权债务从 4.28 亿美元下降至 1.54 亿美元。</blockquote></p><p> Fewer subsidies may be bad newsfor solar energy companies, but that won't halt the industry's growth nor will it eliminate people's desire to buy rooftop solar systems or EV chargers. I think SunPower is well-positioned to ride the coming wave of growth, and that's why I think 2022 will be a great year for the stock.</p><p><blockquote>对于太阳能公司来说,补贴减少可能是坏消息,但这不会阻止该行业的增长,也不会消除人们购买屋顶太阳能系统或电动汽车充电器的愿望。我认为 SunPower 处于有利地位,能够驾驭即将到来的增长浪潮,这就是为什么我认为 2022 年对于该股来说将是伟大的一年。</blockquote></p><p> <b>Howard Smith(Atlantica Sustainable Infrastructure)</b>: Nations and businesses around the world are increasingly investing in renewable energy infrastructure. As that infrastructure grows, so too do the power purchase agreements that companies are signing with owners of those assets to bolster sustainability initiatives. The majority of Atlantica Sustainable's power generation comes from renewable energy, but it also has efficient natural gas plants and owns electricity transmission lines and water desalination facilities.</p><p><blockquote><b>霍华德·史密斯(大西洋可持续基础设施)</b>:世界各地的国家和企业越来越多地投资于可再生能源基础设施。随着基础设施的发展,公司与这些资产所有者签署的购电协议也在发展,以支持可持续发展计划。Atlantica Sustainable 的大部分发电来自可再生能源,但它也拥有高效的天然气工厂,并拥有输电线路和海水淡化设施。</blockquote></p><p> Most of its renewable energy comes from solar assets, and all of those are generating revenues under long-term contracts. For investors, that means the company's dividend, which at current share prices yields around 4.8%, should be reliable. In fact, over the first nine months of 2021, its cash available for distribution increased 12.9% year over year. Its revenues grew 8.4% in the same period, excluding foreign currency impacts and a non-recurring project.</p><p><blockquote>其大部分可再生能源来自太阳能资产,所有这些资产都根据长期合同产生收入。对于投资者来说,这意味着该公司的股息(按当前股价计算收益率约为 4.8%)应该是可靠的。事实上,2021年前9个月,其可供分配的现金同比增长12.9%。同期,其收入增长了 8.4%,不包括外汇影响和一个非经常性项目。</blockquote></p><p> Renewables contributed 77% of Atlantica's revenue through Sept. 30. In addition to North America, the company has assets in South America, Europe, the Middle East, and Africa. But the vast majority of its 2021 new investments have been in North America. Thanks to the recently enacted infrastructure bill and the potential passage of legislation routing additional funds to U.S. renewable energy development, there should be no lack of assets with which to grow in coming years.</p><p><blockquote>截至 9 月 30 日,可再生能源贡献了 Atlantica 77% 的收入。除北美外,该公司还在南美、欧洲、中东和非洲拥有资产。但其 2021 年的绝大多数新投资都在北美。由于最近颁布的基础设施法案以及可能通过的将额外资金用于美国可再生能源开发的立法,未来几年应该不会缺乏可增长的资产。</blockquote></p><p> Atlantica Sustainable also looks like a good value compared to its peers right now. The charts below show itsdividend yieldexceeds that of two other renewable energy asset owners, and it trades at a more favorable valuation.</p><p><blockquote>与目前的同行相比,Atlantica Sustainable 看起来也物有所值。下图显示其股息收益率超过了其他两家可再生能源资产所有者,并且其交易估值更有利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/36f6c35975406c560a29e97949abff9e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DATA BYYCHARTS</p><p><blockquote>数据来源:YCharts</blockquote></p><p> Through 2025, the company expects 73% of its cash available for distribution to come from renewable assets, and geographically, almost half will come from North America. Given the company's assets and investments in a region that has committed to growing its renewable energy sources, this is a good time to own Atlantica Sustainable Infrastructure.</p><p><blockquote>到 2025 年,该公司预计可用于分配的现金的 73% 将来自可再生资产,从地域上看,近一半将来自北美。鉴于该公司在致力于发展可再生能源的地区的资产和投资,现在是拥有Atlantica可持续基础设施的好时机。</blockquote></p><p></p><p> <b>Daniel Foelber (ChargePoint Holdings):</b>If you step back and think about the ongoing national transition from vehicles powered by internal combustion to those powered by electricity, it quickly becomes clear the U.S. is going to need far more electric vehicle (EV) chargers. That's why $7.5 billion of President Biden's Infrastructure Investment and Jobs Actis earmarked for expanding the nation's EV chargingcapabilities. Like many industries dependent on hardware and high costs, the risk for businesses in this space is that EV chargers will become commoditized, and that businesses and consumers will simply choose the providers that offer the lowest-cost solutions.</p><p><blockquote><b>Daniel Foelber(ChargePoint Holdings):</b>如果你退后一步,想想美国正在进行的从内燃机汽车向电动汽车的转型,很快就会发现美国将需要更多的电动汽车(EV)充电器。这就是为什么拜登总统的 75 亿美元基础设施投资和 Actis 专门用于扩大国家电动汽车充电能力。与许多依赖硬件和高成本的行业一样,该领域企业面临的风险是电动汽车充电器将变得商品化,企业和消费者将简单地选择提供最低成本解决方案的提供商。</blockquote></p><p> ChargePoint can't bypass this risk, but it has done a great job building a vertically integrated, capital-light business, and it's nowthe U.S. leaderin its niche. In the case of ChargePoint, \"capital-light\" means that it doesn't need to spend heavily to grow its revenue because it sells its hardware upfront. Over time, its growing charging network should generate greater recurring revenue through software subscriptions. But for now, subscriptions account for less than 30% of total revenue.</p><p><blockquote>ChargePoint 无法规避这种风险,但它在建立垂直整合、轻资本业务方面做得很好,现在是美国该领域的领导者。就ChargePoint而言,“轻资本”意味着它不需要大量支出来增加收入,因为它预先出售硬件。随着时间的推移,其不断增长的充电网络应该会通过软件订阅产生更多的经常性收入。但就目前而言,订阅占总收入的比例还不到30%。</blockquote></p><p> ChargePoint expects its business to grow in lockstep with U.S. EV sales. Despite their growth, so far, EVs are only on course to account for 4% of U.S. car sales in 2021, compared to 9% in China and 14% in Europe. That leaves plenty of room for ChargePoint's business to scale and reach profitability.</p><p><blockquote>ChargePoint 预计其业务将与美国电动汽车销量同步增长。尽管电动汽车有所增长,但到目前为止,到 2021 年,电动汽车仅占美国汽车销量的 4%,而中国为 9%,欧洲为 14%。这为 ChargePoint 的业务扩大规模并实现盈利留下了足够的空间。</blockquote></p><p> As ChargePoint waits for EV adoption to accelerate, it has built a larger and more sophisticated network of charging ports. As of Oct. 31, it had 163,000 activated ports around the world, roughly 7% of which are DC fast-charging ports. For comparison, consider that the <b>Tesla</b> Supercharger network consists of just over 30,000 fast-charging ports.</p><p><blockquote>在ChargePoint等待电动汽车加速普及的同时,它建立了一个更大、更复杂的充电端口网络。截至 10 月 31 日,它在全球拥有 163,000 个激活端口,其中约 7% 是直流快速充电端口。相比之下,请考虑<b>特斯拉</b>增压器网络由30,000多个快速充电端口组成。</blockquote></p><p> Management has forecast that ChargePoint will finish its fiscal 2022 (which ends on Jan. 31) with annual revenues of between $235 million and $240 million -- up more than 60% from fiscal 2021. Also impressive is the company's non-GAAP gross margin, which was 27% in the fiscal third quarter compared to 20% in the prior-year period. ChargePoint stands out as a fast-growing business that willflex its industry-leading position to pull away from the competition.</p><p><blockquote>管理层预测,ChargePoint 将在 2022 财年(截至 1 月 31 日)结束时实现年收入在 2.35 亿美元至 2.4 亿美元之间,比 2021 财年增长 60% 以上。同样令人印象深刻的是该公司的非 GAAP 毛利率,第三财季为 27%,而去年同期为 20%。ChargePoint 是一家快速增长的企业,它将利用其行业领先地位从竞争中脱颖而出。</blockquote></p><p> Renewable energy stocksmay not be ending 2021 on a high note, but that doesn't mean the long-term trends aren't heading in the right direction. Wind, solar, and EVs are all growing, and that should help these stocks outperform the market in the years to come.</p><p><blockquote>可再生能源股在 2021 年结束时可能不会表现良好,但这并不意味着长期趋势没有朝着正确的方向发展。风能、太阳能和电动汽车都在增长,这应该有助于这些股票在未来几年跑赢市场。</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>3 Top Renewable Energy Stocks for 2022<blockquote>2022 年 3 大可再生能源股票</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\">\n3 Top Renewable Energy Stocks for 2022<blockquote>2022 年 3 大可再生能源股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-27 09:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>SunPower is well-positioned to ride the wave of growth in residential solar.</li> <li>Atlantica Sustainable Infrastructure's assets are in a sweet spot, and its stock is on sale versus its peers.</li> <li>ChargePoint could sustain a lightning-fast growth rate for several years.</li> </ul> It's been a rough few months for renewable energy stocks. Macroeconomic shifts have induced traders to sell off growth stocks in favor of value, and the green energy space specifically was hit particularly hard hit as the Build Back Better billstalled in Congress. But the industry is still growing quickly, and has always adapted to changing political conditions.</p><p><blockquote><ul><li>SunPower处于有利地位,可以乘着住宅太阳能的增长浪潮。</li><li>Atlantica Sustainable Infrastructure 的资产处于最佳状态,其股票相对于同行正在出售。</li><li>ChargePoint 可以在几年内保持闪电般的增长率。</li></ul>对于可再生能源股来说,这是艰难的几个月。宏观经济的变化促使交易员抛售成长型股票,转而追求价值,尤其是绿色能源领域受到的打击尤为严重,因为重建更好法案在国会陷入僵局。但该行业仍在快速增长,并且一直在适应不断变化的政治条件。</blockquote></p><p> As 2022 approaches, we asked three Fool.com contributors to offer their picks for top renewable energy stocks to buy for next year. They found <a href=\"https://laohu8.com/S/SPWR\"><b>SunPower</b></a>, <a href=\"https://laohu8.com/S/AY\"><b>Atlantica Sustainable Infrastructure</b></a>, and <a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint Holdings</b></a> to be a cut above the rest.</p><p><blockquote>随着 2022 年的临近,我们请三位 Fool.com 撰稿人提供他们对明年最值得购买的可再生能源股票的选择。他们发现<a href=\"https://laohu8.com/S/SPWR\"><b>太阳能</b></a>, <a href=\"https://laohu8.com/S/AY\"><b>大西洋可持续基础设施</b></a>,和<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint控股</b></a>比其他人高出一截。</blockquote></p><p> <b>Travis Hoium(SunPower):</b>In 2021, I think we saw a shift in how consumers see electricity markets and their own energy independence. Not only are residential solar installations in the U.S. at record highs, an increasing percentage of customers are also adding energy storage and EV charging to their installations. This plays to SunPower's strengths as an energy solutions company.</p><p><blockquote><b>特拉维斯·霍伊姆(阳光电力):</b>2021 年,我认为我们看到消费者对电力市场和自身能源独立性的看法发生了转变。不仅美国住宅太阳能安装量创历史新高,越来越多的客户还在其安装中添加储能和电动汽车充电。这发挥了 SunPower 作为能源解决方案公司的优势。</blockquote></p><p> SunPower has shed its solar module manufacturing business, its utility-scale solar business, and is in the process of finding strategic alternatives for its commercial solar business. That leaves its focus squarely on residential solar, and it shows. Its non-GAAP gross margin per watt for residential projects jumped from $0.46 to $0.69 over the past year. At the same time, its net recourse debt declined from $428 million to $154 million.</p><p><blockquote>SunPower 已剥离其太阳能组件制造业务、公用事业规模太阳能业务,并正在为其商业太阳能业务寻找战略替代方案。这使得其重点完全集中在住宅太阳能上,这一点也很明显。去年,其住宅项目的非 GAAP 每瓦毛利率从 0.46 美元跃升至 0.69 美元。与此同时,其净追索权债务从 4.28 亿美元下降至 1.54 亿美元。</blockquote></p><p> Fewer subsidies may be bad newsfor solar energy companies, but that won't halt the industry's growth nor will it eliminate people's desire to buy rooftop solar systems or EV chargers. I think SunPower is well-positioned to ride the coming wave of growth, and that's why I think 2022 will be a great year for the stock.</p><p><blockquote>对于太阳能公司来说,补贴减少可能是坏消息,但这不会阻止该行业的增长,也不会消除人们购买屋顶太阳能系统或电动汽车充电器的愿望。我认为 SunPower 处于有利地位,能够驾驭即将到来的增长浪潮,这就是为什么我认为 2022 年对于该股来说将是伟大的一年。</blockquote></p><p> <b>Howard Smith(Atlantica Sustainable Infrastructure)</b>: Nations and businesses around the world are increasingly investing in renewable energy infrastructure. As that infrastructure grows, so too do the power purchase agreements that companies are signing with owners of those assets to bolster sustainability initiatives. The majority of Atlantica Sustainable's power generation comes from renewable energy, but it also has efficient natural gas plants and owns electricity transmission lines and water desalination facilities.</p><p><blockquote><b>霍华德·史密斯(大西洋可持续基础设施)</b>:世界各地的国家和企业越来越多地投资于可再生能源基础设施。随着基础设施的发展,公司与这些资产所有者签署的购电协议也在发展,以支持可持续发展计划。Atlantica Sustainable 的大部分发电来自可再生能源,但它也拥有高效的天然气工厂,并拥有输电线路和海水淡化设施。</blockquote></p><p> Most of its renewable energy comes from solar assets, and all of those are generating revenues under long-term contracts. For investors, that means the company's dividend, which at current share prices yields around 4.8%, should be reliable. In fact, over the first nine months of 2021, its cash available for distribution increased 12.9% year over year. Its revenues grew 8.4% in the same period, excluding foreign currency impacts and a non-recurring project.</p><p><blockquote>其大部分可再生能源来自太阳能资产,所有这些资产都根据长期合同产生收入。对于投资者来说,这意味着该公司的股息(按当前股价计算收益率约为 4.8%)应该是可靠的。事实上,2021年前9个月,其可供分配的现金同比增长12.9%。同期,其收入增长了 8.4%,不包括外汇影响和一个非经常性项目。</blockquote></p><p> Renewables contributed 77% of Atlantica's revenue through Sept. 30. In addition to North America, the company has assets in South America, Europe, the Middle East, and Africa. But the vast majority of its 2021 new investments have been in North America. Thanks to the recently enacted infrastructure bill and the potential passage of legislation routing additional funds to U.S. renewable energy development, there should be no lack of assets with which to grow in coming years.</p><p><blockquote>截至 9 月 30 日,可再生能源贡献了 Atlantica 77% 的收入。除北美外,该公司还在南美、欧洲、中东和非洲拥有资产。但其 2021 年的绝大多数新投资都在北美。由于最近颁布的基础设施法案以及可能通过的将额外资金用于美国可再生能源开发的立法,未来几年应该不会缺乏可增长的资产。</blockquote></p><p> Atlantica Sustainable also looks like a good value compared to its peers right now. The charts below show itsdividend yieldexceeds that of two other renewable energy asset owners, and it trades at a more favorable valuation.</p><p><blockquote>与目前的同行相比,Atlantica Sustainable 看起来也物有所值。下图显示其股息收益率超过了其他两家可再生能源资产所有者,并且其交易估值更有利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/36f6c35975406c560a29e97949abff9e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DATA BYYCHARTS</p><p><blockquote>数据来源:YCharts</blockquote></p><p> Through 2025, the company expects 73% of its cash available for distribution to come from renewable assets, and geographically, almost half will come from North America. Given the company's assets and investments in a region that has committed to growing its renewable energy sources, this is a good time to own Atlantica Sustainable Infrastructure.</p><p><blockquote>到 2025 年,该公司预计可用于分配的现金的 73% 将来自可再生资产,从地域上看,近一半将来自北美。鉴于该公司在致力于发展可再生能源的地区的资产和投资,现在是拥有Atlantica可持续基础设施的好时机。</blockquote></p><p></p><p> <b>Daniel Foelber (ChargePoint Holdings):</b>If you step back and think about the ongoing national transition from vehicles powered by internal combustion to those powered by electricity, it quickly becomes clear the U.S. is going to need far more electric vehicle (EV) chargers. That's why $7.5 billion of President Biden's Infrastructure Investment and Jobs Actis earmarked for expanding the nation's EV chargingcapabilities. Like many industries dependent on hardware and high costs, the risk for businesses in this space is that EV chargers will become commoditized, and that businesses and consumers will simply choose the providers that offer the lowest-cost solutions.</p><p><blockquote><b>Daniel Foelber(ChargePoint Holdings):</b>如果你退后一步,想想美国正在进行的从内燃机汽车向电动汽车的转型,很快就会发现美国将需要更多的电动汽车(EV)充电器。这就是为什么拜登总统的 75 亿美元基础设施投资和 Actis 专门用于扩大国家电动汽车充电能力。与许多依赖硬件和高成本的行业一样,该领域企业面临的风险是电动汽车充电器将变得商品化,企业和消费者将简单地选择提供最低成本解决方案的提供商。</blockquote></p><p> ChargePoint can't bypass this risk, but it has done a great job building a vertically integrated, capital-light business, and it's nowthe U.S. leaderin its niche. In the case of ChargePoint, \"capital-light\" means that it doesn't need to spend heavily to grow its revenue because it sells its hardware upfront. Over time, its growing charging network should generate greater recurring revenue through software subscriptions. But for now, subscriptions account for less than 30% of total revenue.</p><p><blockquote>ChargePoint 无法规避这种风险,但它在建立垂直整合、轻资本业务方面做得很好,现在是美国该领域的领导者。就ChargePoint而言,“轻资本”意味着它不需要大量支出来增加收入,因为它预先出售硬件。随着时间的推移,其不断增长的充电网络应该会通过软件订阅产生更多的经常性收入。但就目前而言,订阅占总收入的比例还不到30%。</blockquote></p><p> ChargePoint expects its business to grow in lockstep with U.S. EV sales. Despite their growth, so far, EVs are only on course to account for 4% of U.S. car sales in 2021, compared to 9% in China and 14% in Europe. That leaves plenty of room for ChargePoint's business to scale and reach profitability.</p><p><blockquote>ChargePoint 预计其业务将与美国电动汽车销量同步增长。尽管电动汽车有所增长,但到目前为止,到 2021 年,电动汽车仅占美国汽车销量的 4%,而中国为 9%,欧洲为 14%。这为 ChargePoint 的业务扩大规模并实现盈利留下了足够的空间。</blockquote></p><p> As ChargePoint waits for EV adoption to accelerate, it has built a larger and more sophisticated network of charging ports. As of Oct. 31, it had 163,000 activated ports around the world, roughly 7% of which are DC fast-charging ports. For comparison, consider that the <b>Tesla</b> Supercharger network consists of just over 30,000 fast-charging ports.</p><p><blockquote>在ChargePoint等待电动汽车加速普及的同时,它建立了一个更大、更复杂的充电端口网络。截至 10 月 31 日,它在全球拥有 163,000 个激活端口,其中约 7% 是直流快速充电端口。相比之下,请考虑<b>特斯拉</b>增压器网络由30,000多个快速充电端口组成。</blockquote></p><p> Management has forecast that ChargePoint will finish its fiscal 2022 (which ends on Jan. 31) with annual revenues of between $235 million and $240 million -- up more than 60% from fiscal 2021. Also impressive is the company's non-GAAP gross margin, which was 27% in the fiscal third quarter compared to 20% in the prior-year period. ChargePoint stands out as a fast-growing business that willflex its industry-leading position to pull away from the competition.</p><p><blockquote>管理层预测,ChargePoint 将在 2022 财年(截至 1 月 31 日)结束时实现年收入在 2.35 亿美元至 2.4 亿美元之间,比 2021 财年增长 60% 以上。同样令人印象深刻的是该公司的非 GAAP 毛利率,第三财季为 27%,而去年同期为 20%。ChargePoint 是一家快速增长的企业,它将利用其行业领先地位从竞争中脱颖而出。</blockquote></p><p> Renewable energy stocksmay not be ending 2021 on a high note, but that doesn't mean the long-term trends aren't heading in the right direction. Wind, solar, and EVs are all growing, and that should help these stocks outperform the market in the years to come.</p><p><blockquote>可再生能源股在 2021 年结束时可能不会表现良好,但这并不意味着长期趋势没有朝着正确的方向发展。风能、太阳能和电动汽车都在增长,这应该有助于这些股票在未来几年跑赢市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/26/3-top-renewable-energy-stocks-for-2022/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc.","SPWR":"Sunpower Inc."},"source_url":"https://www.fool.com/investing/2021/12/26/3-top-renewable-energy-stocks-for-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134719314","content_text":"Key Points\n\nSunPower is well-positioned to ride the wave of growth in residential solar.\nAtlantica Sustainable Infrastructure's assets are in a sweet spot, and its stock is on sale versus its peers.\nChargePoint could sustain a lightning-fast growth rate for several years.\n\nIt's been a rough few months for renewable energy stocks. Macroeconomic shifts have induced traders to sell off growth stocks in favor of value, and the green energy space specifically was hit particularly hard hit as the Build Back Better billstalled in Congress. But the industry is still growing quickly, and has always adapted to changing political conditions.\nAs 2022 approaches, we asked three Fool.com contributors to offer their picks for top renewable energy stocks to buy for next year. They found SunPower, Atlantica Sustainable Infrastructure, and ChargePoint Holdings to be a cut above the rest.\nTravis Hoium(SunPower):In 2021, I think we saw a shift in how consumers see electricity markets and their own energy independence. Not only are residential solar installations in the U.S. at record highs, an increasing percentage of customers are also adding energy storage and EV charging to their installations. This plays to SunPower's strengths as an energy solutions company.\nSunPower has shed its solar module manufacturing business, its utility-scale solar business, and is in the process of finding strategic alternatives for its commercial solar business. That leaves its focus squarely on residential solar, and it shows. Its non-GAAP gross margin per watt for residential projects jumped from $0.46 to $0.69 over the past year. At the same time, its net recourse debt declined from $428 million to $154 million.\nFewer subsidies may be bad newsfor solar energy companies, but that won't halt the industry's growth nor will it eliminate people's desire to buy rooftop solar systems or EV chargers. I think SunPower is well-positioned to ride the coming wave of growth, and that's why I think 2022 will be a great year for the stock.\nHoward Smith(Atlantica Sustainable Infrastructure): Nations and businesses around the world are increasingly investing in renewable energy infrastructure. As that infrastructure grows, so too do the power purchase agreements that companies are signing with owners of those assets to bolster sustainability initiatives. The majority of Atlantica Sustainable's power generation comes from renewable energy, but it also has efficient natural gas plants and owns electricity transmission lines and water desalination facilities.\nMost of its renewable energy comes from solar assets, and all of those are generating revenues under long-term contracts. For investors, that means the company's dividend, which at current share prices yields around 4.8%, should be reliable. In fact, over the first nine months of 2021, its cash available for distribution increased 12.9% year over year. Its revenues grew 8.4% in the same period, excluding foreign currency impacts and a non-recurring project.\nRenewables contributed 77% of Atlantica's revenue through Sept. 30. In addition to North America, the company has assets in South America, Europe, the Middle East, and Africa. But the vast majority of its 2021 new investments have been in North America. Thanks to the recently enacted infrastructure bill and the potential passage of legislation routing additional funds to U.S. renewable energy development, there should be no lack of assets with which to grow in coming years.\nAtlantica Sustainable also looks like a good value compared to its peers right now. The charts below show itsdividend yieldexceeds that of two other renewable energy asset owners, and it trades at a more favorable valuation.\nDATA BYYCHARTS\nThrough 2025, the company expects 73% of its cash available for distribution to come from renewable assets, and geographically, almost half will come from North America. Given the company's assets and investments in a region that has committed to growing its renewable energy sources, this is a good time to own Atlantica Sustainable Infrastructure.\nDaniel Foelber (ChargePoint Holdings):If you step back and think about the ongoing national transition from vehicles powered by internal combustion to those powered by electricity, it quickly becomes clear the U.S. is going to need far more electric vehicle (EV) chargers. That's why $7.5 billion of President Biden's Infrastructure Investment and Jobs Actis earmarked for expanding the nation's EV chargingcapabilities. Like many industries dependent on hardware and high costs, the risk for businesses in this space is that EV chargers will become commoditized, and that businesses and consumers will simply choose the providers that offer the lowest-cost solutions.\nChargePoint can't bypass this risk, but it has done a great job building a vertically integrated, capital-light business, and it's nowthe U.S. leaderin its niche. In the case of ChargePoint, \"capital-light\" means that it doesn't need to spend heavily to grow its revenue because it sells its hardware upfront. Over time, its growing charging network should generate greater recurring revenue through software subscriptions. But for now, subscriptions account for less than 30% of total revenue.\nChargePoint expects its business to grow in lockstep with U.S. EV sales. Despite their growth, so far, EVs are only on course to account for 4% of U.S. car sales in 2021, compared to 9% in China and 14% in Europe. That leaves plenty of room for ChargePoint's business to scale and reach profitability.\nAs ChargePoint waits for EV adoption to accelerate, it has built a larger and more sophisticated network of charging ports. As of Oct. 31, it had 163,000 activated ports around the world, roughly 7% of which are DC fast-charging ports. For comparison, consider that the Tesla Supercharger network consists of just over 30,000 fast-charging ports.\nManagement has forecast that ChargePoint will finish its fiscal 2022 (which ends on Jan. 31) with annual revenues of between $235 million and $240 million -- up more than 60% from fiscal 2021. Also impressive is the company's non-GAAP gross margin, which was 27% in the fiscal third quarter compared to 20% in the prior-year period. ChargePoint stands out as a fast-growing business that willflex its industry-leading position to pull away from the competition.\nRenewable energy stocksmay not be ending 2021 on a high note, but that doesn't mean the long-term trends aren't heading in the right direction. Wind, solar, and EVs are all growing, and that should help these stocks outperform the market in the years to come.","news_type":1,"symbols_score_info":{"CHPT":0.9,"AY":0.9,"SPWR":0.9}},"isVote":1,"tweetType":1,"viewCount":2778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691401524,"gmtCreate":1640225524110,"gmtModify":1640225607825,"author":{"id":"3568788453545505","authorId":"3568788453545505","name":"panda_rius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568788453545505","authorIdStr":"3568788453545505"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691401524","repostId":"1111179061","repostType":4,"isVote":1,"tweetType":1,"viewCount":4387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691401088,"gmtCreate":1640225511491,"gmtModify":1640225607309,"author":{"id":"3568788453545505","authorId":"3568788453545505","name":"panda_rius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568788453545505","authorIdStr":"3568788453545505"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691401088","repostId":"1152254856","repostType":4,"repost":{"id":"1152254856","kind":"news","pubTimestamp":1640223332,"share":"https://www.laohunote.com/m/news/1152254856?lang=zh_CN&edition=full","pubTime":"2021-12-23 09:35","market":"us","language":"en","title":"5 Reasons Apple Stock Can Trade Higher From Here<blockquote>苹果股价可以从这里走高的 5 个原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152254856","media":"Barrons","summary":"Over the last two years,Apple stock has rallied an extraordinary 141%, driving the company’s market ","content":"<p>Over the last two years,Apple stock has rallied an extraordinary 141%, driving the company’s market capitalization to nearly $3 trillion, as the company saw remarkable growth across every business segment – iPhones, Macs, iPads, wearables and services.</p><p><blockquote>在过去的两年里,苹果公司的股价非凡地上涨了 141%,公司的市值接近 3 万亿美元,因为公司在 iPhone、Mac、iPad、可穿戴设备和服务等各个业务部门都取得了显著增长。</blockquote></p><p> There are reasons to expect higher highs—and many new gadgets—ahead.</p><p><blockquote>有理由期待未来会有更高的高点和许多新玩意。</blockquote></p><p> Citi analyst Jim Suva in a new research note repeated his Buy rating on Apple shares (ticker: AAPL). He lifted his price target to $200, from $170, which implies about 15% appreciation from the stock’s current level. Apple shares on Wednesday rose 1.5%, to $175.64.</p><p><blockquote>花旗分析师吉姆·苏瓦在一份新的研究报告中重申了他对苹果股票(股票代码:AAPL)的买入评级。他将目标价从 170 美元上调至 200 美元,这意味着该股目前的水平将升值约 15%。苹果股价周三上涨 1.5%,至 175.64 美元。</blockquote></p><p> Suva offers a list of five reasons Apple can climb even higher in 2022.</p><p><blockquote>Suva 列出了苹果在 2022 年攀升得更高的五个原因。</blockquote></p><p> For starters, he sees continued revenue growth, driven in particular by strong iPhone demand and growth in related services. While investor sentiment on consumer hardware has turned “very dour” on concerns that demand for PCs and other gear will revert to prepandemic levels, Suva isn’t buying that view. He estimates that the installed base of iPhones has reached more than 1 billion, with replacement cycle times remaining the same or shortening.</p><p><blockquote>首先,他预计收入将持续增长,特别是在强劲的 iPhone 需求和相关服务增长的推动下。虽然由于担心个人电脑和其他设备的需求将恢复到大流行前的水平,投资者对消费硬件的情绪变得 “非常低迷”,但苏瓦并不认同这种观点。他估计,iPhone的安装基数已经达到10亿部以上,更换周期时间保持不变或缩短。</blockquote></p><p> “This implies that users value their devices and technology and will likely continue to invest in upgrades on a regular basis,” Suva writes. “Assuming that replacement rates hover around three years for smartphones and modeling for some of these upgrades to be refurbished devices, we believe that this suggests that the installed base upgrades still have room to translate into unit growth ahead, especially as 5G continues to roll out across major economies.”</p><p><blockquote>“苏瓦写道:”这意味着用户重视他们的设备和技术,并可能继续定期投资升级。“假设智能手机的更换率在三年左右徘徊,并且其中一些升级是翻新设备,我们认为这表明已安装的基础升级仍有空间转化为未来的单位增长,尤其是在 5G 继续在主要经济体推广的情况下。”</blockquote></p><p> Suva thinks iPhone 14, coming next fall, will include a faster processor, longer battery life, and higher-resolution cameras. He sees Apple launching a foldable phone in 2023.</p><p><blockquote>Suva认为,明年秋天推出的iPhone 14将包括更快的处理器、更长的电池寿命和更高分辨率的摄像头。他预计苹果将在 2023 年推出可折叠手机。</blockquote></p><p> He’s also bullish on the coming debut of a virtual/augmented reality headset, widely expected in the 2022 second half. Citi believes the AR/VR market “is poised for growth,” he writes. “The technology is the core of Apple’s next big hardware push beyond the iPhone, iPad, and Apple Watch.” He expects details on the product to emerge at the company’s annual developers conference in June. He expects a device priced in the $750 to $1,000 range.</p><p><blockquote>他还看好即将推出的虚拟/增强现实耳机,人们普遍预计该耳机将于 2022 年下半年上市。他写道,花旗认为 AR/VR 市场 “有望增长”。“除了 iPhone、iPad 和苹果手表之外,这项技术是苹果下一代大硬件产品的核心。”他预计该产品的细节将在 6 月份举行的公司年度开发者大会上公布。他预计这款设备的价格在750美元到1000美元之间。</blockquote></p><p> Another reason for his bullishness is that service revenue growth isn’t likely to be affected by regulatory changes, Suva writes. While litigation has targeted Apple’s limitations on the use of third-party payment systems in apps, Suva thinks the outcome won’t be material to revenue.</p><p><blockquote>苏瓦写道,他乐观的另一个原因是服务收入增长不太可能受到监管变化的影响。虽然诉讼的目标是苹果对在应用程序中使用第三方支付系统的限制,但苏瓦认为诉讼结果不会对收入产生重大影响。</blockquote></p><p> “Many users prefer convenience and security over a small amount of financial savings,” he writes. “For developers, chasing higher margins via off-store billing is likely to come at the expense of lower conversion rates and, by extension, lower revenues.”</p><p><blockquote>“他写道:”许多用户更喜欢便利性和安全性,而不是少量的经济节省。“对于开发商来说,通过店外计费来追求更高的利润率很可能会以降低转化率为代价,进而降低收入。”</blockquote></p><p> Apple shares, Suva adds, will also continue to benefit from the company’s aggressive posture on returning cash to holders via dividends and especially stock repurchases. With Apple generating more than $100 billion a year in free cash flow, he says, the company is likely to return at least $100 billion a year to holders. He notes that the company has announced new buyback plans in May in each of the last four years, and he sees another $90 billion authorization ahead—and he sees a 10% dividend hike coming.</p><p><blockquote>苏瓦补充说,苹果的股票也将继续受益于该公司通过分红,尤其是股票回购向股东返还现金的积极姿态。他表示,由于苹果每年产生超过 1000 亿美元的自由现金流,该公司每年可能会向股东返还至少 1000 亿美元。他指出,过去四年中,该公司每年都会在 5 月份宣布新的回购计划,他预计未来还会获得 900 亿美元的授权,并且他预计股息将上调 10%。</blockquote></p><p> Not least, Suva is upbeat on the prospect of an Apple Car. He expects a launch in 2025 or sooner.</p><p><blockquote>更重要的是,苏瓦对苹果汽车的前景持乐观态度。他预计将于 2025 年或更早发射。</blockquote></p><p> “Apple entering the auto market is a matter not of ‘if’ but ‘when and to what extent,’” he writes. The analyst lays out two scenarios for Apple and cars. The first is that the company goes all in, and builds an Apple Car via outsourced production. The result could be a 10% to 15% boost to overall sales, with a 5% to 11% lift to Ebitda, or earnings before interest, taxes, depreciation and amortization. A more modest scenario has Apple focusing on the IT ecosystem for cars, like CarPlay, with a 2% lift to sales, and a 1% to 2% boost to Ebitda, he writes.</p><p><blockquote>“他写道:”苹果进入汽车市场不是一个'是否'的问题,而是一个'何时以及在多大程度上'的问题。分析师提出了苹果和汽车的两种情景。首先是该公司全力以赴,通过外包生产制造苹果汽车。其结果可能是整体销售额增长 10% 至 15%,Ebitda 或息税折旧摊销前利润增长 5% 至 11%。他写道,在一个更温和的情况下,苹果将专注于汽车的 IT 生态系统,例如 CarPlay,销售额将增长 2%,Ebitda 将增长 1% 至 2%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Reasons Apple Stock Can Trade Higher From Here<blockquote>苹果股价可以从这里走高的 5 个原因</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\">\n5 Reasons Apple Stock Can Trade Higher From Here<blockquote>苹果股价可以从这里走高的 5 个原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-23 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Over the last two years,Apple stock has rallied an extraordinary 141%, driving the company’s market capitalization to nearly $3 trillion, as the company saw remarkable growth across every business segment – iPhones, Macs, iPads, wearables and services.</p><p><blockquote>在过去的两年里,苹果公司的股价非凡地上涨了 141%,公司的市值接近 3 万亿美元,因为公司在 iPhone、Mac、iPad、可穿戴设备和服务等各个业务部门都取得了显著增长。</blockquote></p><p> There are reasons to expect higher highs—and many new gadgets—ahead.</p><p><blockquote>有理由期待未来会有更高的高点和许多新玩意。</blockquote></p><p> Citi analyst Jim Suva in a new research note repeated his Buy rating on Apple shares (ticker: AAPL). He lifted his price target to $200, from $170, which implies about 15% appreciation from the stock’s current level. Apple shares on Wednesday rose 1.5%, to $175.64.</p><p><blockquote>花旗分析师吉姆·苏瓦在一份新的研究报告中重申了他对苹果股票(股票代码:AAPL)的买入评级。他将目标价从 170 美元上调至 200 美元,这意味着该股目前的水平将升值约 15%。苹果股价周三上涨 1.5%,至 175.64 美元。</blockquote></p><p> Suva offers a list of five reasons Apple can climb even higher in 2022.</p><p><blockquote>Suva 列出了苹果在 2022 年攀升得更高的五个原因。</blockquote></p><p> For starters, he sees continued revenue growth, driven in particular by strong iPhone demand and growth in related services. While investor sentiment on consumer hardware has turned “very dour” on concerns that demand for PCs and other gear will revert to prepandemic levels, Suva isn’t buying that view. He estimates that the installed base of iPhones has reached more than 1 billion, with replacement cycle times remaining the same or shortening.</p><p><blockquote>首先,他预计收入将持续增长,特别是在强劲的 iPhone 需求和相关服务增长的推动下。虽然由于担心个人电脑和其他设备的需求将恢复到大流行前的水平,投资者对消费硬件的情绪变得 “非常低迷”,但苏瓦并不认同这种观点。他估计,iPhone的安装基数已经达到10亿部以上,更换周期时间保持不变或缩短。</blockquote></p><p> “This implies that users value their devices and technology and will likely continue to invest in upgrades on a regular basis,” Suva writes. “Assuming that replacement rates hover around three years for smartphones and modeling for some of these upgrades to be refurbished devices, we believe that this suggests that the installed base upgrades still have room to translate into unit growth ahead, especially as 5G continues to roll out across major economies.”</p><p><blockquote>“苏瓦写道:”这意味着用户重视他们的设备和技术,并可能继续定期投资升级。“假设智能手机的更换率在三年左右徘徊,并且其中一些升级是翻新设备,我们认为这表明已安装的基础升级仍有空间转化为未来的单位增长,尤其是在 5G 继续在主要经济体推广的情况下。”</blockquote></p><p> Suva thinks iPhone 14, coming next fall, will include a faster processor, longer battery life, and higher-resolution cameras. He sees Apple launching a foldable phone in 2023.</p><p><blockquote>Suva认为,明年秋天推出的iPhone 14将包括更快的处理器、更长的电池寿命和更高分辨率的摄像头。他预计苹果将在 2023 年推出可折叠手机。</blockquote></p><p> He’s also bullish on the coming debut of a virtual/augmented reality headset, widely expected in the 2022 second half. Citi believes the AR/VR market “is poised for growth,” he writes. “The technology is the core of Apple’s next big hardware push beyond the iPhone, iPad, and Apple Watch.” He expects details on the product to emerge at the company’s annual developers conference in June. He expects a device priced in the $750 to $1,000 range.</p><p><blockquote>他还看好即将推出的虚拟/增强现实耳机,人们普遍预计该耳机将于 2022 年下半年上市。他写道,花旗认为 AR/VR 市场 “有望增长”。“除了 iPhone、iPad 和苹果手表之外,这项技术是苹果下一代大硬件产品的核心。”他预计该产品的细节将在 6 月份举行的公司年度开发者大会上公布。他预计这款设备的价格在750美元到1000美元之间。</blockquote></p><p> Another reason for his bullishness is that service revenue growth isn’t likely to be affected by regulatory changes, Suva writes. While litigation has targeted Apple’s limitations on the use of third-party payment systems in apps, Suva thinks the outcome won’t be material to revenue.</p><p><blockquote>苏瓦写道,他乐观的另一个原因是服务收入增长不太可能受到监管变化的影响。虽然诉讼的目标是苹果对在应用程序中使用第三方支付系统的限制,但苏瓦认为诉讼结果不会对收入产生重大影响。</blockquote></p><p> “Many users prefer convenience and security over a small amount of financial savings,” he writes. “For developers, chasing higher margins via off-store billing is likely to come at the expense of lower conversion rates and, by extension, lower revenues.”</p><p><blockquote>“他写道:”许多用户更喜欢便利性和安全性,而不是少量的经济节省。“对于开发商来说,通过店外计费来追求更高的利润率很可能会以降低转化率为代价,进而降低收入。”</blockquote></p><p> Apple shares, Suva adds, will also continue to benefit from the company’s aggressive posture on returning cash to holders via dividends and especially stock repurchases. With Apple generating more than $100 billion a year in free cash flow, he says, the company is likely to return at least $100 billion a year to holders. He notes that the company has announced new buyback plans in May in each of the last four years, and he sees another $90 billion authorization ahead—and he sees a 10% dividend hike coming.</p><p><blockquote>苏瓦补充说,苹果的股票也将继续受益于该公司通过分红,尤其是股票回购向股东返还现金的积极姿态。他表示,由于苹果每年产生超过 1000 亿美元的自由现金流,该公司每年可能会向股东返还至少 1000 亿美元。他指出,过去四年中,该公司每年都会在 5 月份宣布新的回购计划,他预计未来还会获得 900 亿美元的授权,并且他预计股息将上调 10%。</blockquote></p><p> Not least, Suva is upbeat on the prospect of an Apple Car. He expects a launch in 2025 or sooner.</p><p><blockquote>更重要的是,苏瓦对苹果汽车的前景持乐观态度。他预计将于 2025 年或更早发射。</blockquote></p><p> “Apple entering the auto market is a matter not of ‘if’ but ‘when and to what extent,’” he writes. The analyst lays out two scenarios for Apple and cars. The first is that the company goes all in, and builds an Apple Car via outsourced production. The result could be a 10% to 15% boost to overall sales, with a 5% to 11% lift to Ebitda, or earnings before interest, taxes, depreciation and amortization. A more modest scenario has Apple focusing on the IT ecosystem for cars, like CarPlay, with a 2% lift to sales, and a 1% to 2% boost to Ebitda, he writes.</p><p><blockquote>“他写道:”苹果进入汽车市场不是一个'是否'的问题,而是一个'何时以及在多大程度上'的问题。分析师提出了苹果和汽车的两种情景。首先是该公司全力以赴,通过外包生产制造苹果汽车。其结果可能是整体销售额增长 10% 至 15%,Ebitda 或息税折旧摊销前利润增长 5% 至 11%。他写道,在一个更温和的情况下,苹果将专注于汽车的 IT 生态系统,例如 CarPlay,销售额将增长 2%,Ebitda 将增长 1% 至 2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/apple-stock-higher-51640199308?mod=hp_LEAD_3_B_1\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-higher-51640199308?mod=hp_LEAD_3_B_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152254856","content_text":"Over the last two years,Apple stock has rallied an extraordinary 141%, driving the company’s market capitalization to nearly $3 trillion, as the company saw remarkable growth across every business segment – iPhones, Macs, iPads, wearables and services.\nThere are reasons to expect higher highs—and many new gadgets—ahead.\nCiti analyst Jim Suva in a new research note repeated his Buy rating on Apple shares (ticker: AAPL). He lifted his price target to $200, from $170, which implies about 15% appreciation from the stock’s current level. Apple shares on Wednesday rose 1.5%, to $175.64.\nSuva offers a list of five reasons Apple can climb even higher in 2022.\nFor starters, he sees continued revenue growth, driven in particular by strong iPhone demand and growth in related services. While investor sentiment on consumer hardware has turned “very dour” on concerns that demand for PCs and other gear will revert to prepandemic levels, Suva isn’t buying that view. He estimates that the installed base of iPhones has reached more than 1 billion, with replacement cycle times remaining the same or shortening.\n“This implies that users value their devices and technology and will likely continue to invest in upgrades on a regular basis,” Suva writes. “Assuming that replacement rates hover around three years for smartphones and modeling for some of these upgrades to be refurbished devices, we believe that this suggests that the installed base upgrades still have room to translate into unit growth ahead, especially as 5G continues to roll out across major economies.”\nSuva thinks iPhone 14, coming next fall, will include a faster processor, longer battery life, and higher-resolution cameras. He sees Apple launching a foldable phone in 2023.\nHe’s also bullish on the coming debut of a virtual/augmented reality headset, widely expected in the 2022 second half. Citi believes the AR/VR market “is poised for growth,” he writes. “The technology is the core of Apple’s next big hardware push beyond the iPhone, iPad, and Apple Watch.” He expects details on the product to emerge at the company’s annual developers conference in June. He expects a device priced in the $750 to $1,000 range.\nAnother reason for his bullishness is that service revenue growth isn’t likely to be affected by regulatory changes, Suva writes. While litigation has targeted Apple’s limitations on the use of third-party payment systems in apps, Suva thinks the outcome won’t be material to revenue.\n“Many users prefer convenience and security over a small amount of financial savings,” he writes. “For developers, chasing higher margins via off-store billing is likely to come at the expense of lower conversion rates and, by extension, lower revenues.”\nApple shares, Suva adds, will also continue to benefit from the company’s aggressive posture on returning cash to holders via dividends and especially stock repurchases. With Apple generating more than $100 billion a year in free cash flow, he says, the company is likely to return at least $100 billion a year to holders. He notes that the company has announced new buyback plans in May in each of the last four years, and he sees another $90 billion authorization ahead—and he sees a 10% dividend hike coming.\nNot least, Suva is upbeat on the prospect of an Apple Car. He expects a launch in 2025 or sooner.\n“Apple entering the auto market is a matter not of ‘if’ but ‘when and to what extent,’” he writes. The analyst lays out two scenarios for Apple and cars. The first is that the company goes all in, and builds an Apple Car via outsourced production. The result could be a 10% to 15% boost to overall sales, with a 5% to 11% lift to Ebitda, or earnings before interest, taxes, depreciation and amortization. A more modest scenario has Apple focusing on the IT ecosystem for cars, like CarPlay, with a 2% lift to sales, and a 1% to 2% boost to Ebitda, he writes.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}