TMENG88的个人主页 - 老虎社区

TMENG88

TMENG88

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2021-11-20

$Tesla Motors(TSLA)$$Coinbase Global, Inc.(COIN)$$Apple(AAPL)$19 Nov, a memorable day for my investing journey in US market [龇牙] I believe in HODL'ing 💎👐💎 good companies by DCA is the best way to grow my FIRE portfolio [正经] I'm lucky that I'm doing pretty well till today [真香] Of course, the investing journey is like riding on roller coaster 🎢 Keep learning to build conviction and i will be able to ride through the storm 🌤 $T1mes in the market [胜利] NOT timing the market [抱拳]

2021-03-28

$Tesla Motors(TSLA)$[强]

Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</blockquote>

2021-06-15

$AMC Entertainment(AMC)$[正经]

AMC short sellers lost $488 mln after Monday's rally - Ortex<blockquote>AMC卖空者在周一上涨后损失了4.88亿美元-Ortex</blockquote>

2021-12-24

Please vote for @谋定后动I'm just a follower who learns alot from all the articles he shared. He deserve to be the Top 1 [Salute] 加油$Tesla Motors(TSLA)$$Coinbase Global, Inc.(COIN)$$Meta Platforms, Inc.(FB)$

@小虎活动:2021 Most Popular Author Voting: Who are Tiger Stars of the Year?

2021-01-29

$Apple(AAPL)$🥳

Apple Smashes Q1 Earnings Forecast on Surging China Sales<blockquote>苹果因在华销量飙升而打破第一季度盈利预期</blockquote>

2021-02-27

Good 👍

@美股研究社:ARK女神持仓每日跟踪｜2021年02月27日

2021-02-22

$Baidu(BIDU)$ [看涨]

@美股研究社:搜索转型汽车推动百度价值重估，招银国际上调其目标价至377.8美元

2021-02-19

$Palantir Technologies Inc.(PLTR)$[惊讶]

Palantir stock slumps as lockup expiration opens 80% of shares for trading<blockquote>由于禁售期到期，Palantir 80%的股票开始交易，股价暴跌</blockquote>

2021-12-23

$Apple(AAPL)$[Duh]

Are there any bubbles in Apple stock?<blockquote>苹果股票有泡沫吗？</blockquote>

去老虎APP查看更多动态

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performance的78.4kWh电池容量，可实现CLTC续航675km，而其他两款车型相关数据分别为80.9kWh/CLTC续航562km、100kWh/CLTC续航700km。也就是说，在电池容量相近的情况下，特斯拉车辆能够实现更加卓越的续航能力；而在续航相近的情况下，特斯拉电池的能量效率更加优异。这意味着，特斯拉并不仅仅专注于制造优秀的高能量密度电池，同时也在通过优化空气动力学表现、减轻车重、优化配置等来持续提升能量利用效率。同时，特斯拉车内电子系统搭载的芯片，也在不断优化升级，以此进一步提高元器件间的高效能量传输。决定一台电动车跑多远的因素是什么？特斯拉让消费者直观感受到的结果是：更高的单次续航里程，更低的能量消耗，以及更短的充电时间。将电池容量高效转化为实际续航，特斯拉三电效率超越众多同级别车型如今，在电动车行业的不断努力下，市面上绝大多数电动汽车搭载的电池组容量水平已逐渐持平。但在如何将容量高效转化为实际续航里程方面，特斯拉始终保持着领先地位。特斯拉在与国内外的汽车品牌竞争中，优势同样明显。据国内汽车媒体数据显示，搭载100kWh电池组的2019款特斯拉Model X长续航版车型，能够提供575km续航里程；而搭载电池容量相近的96.7kWh电池组的奥迪E-Tron，其续航里程为465km。在纯电轿车领域，2019款Model S标准续航版搭载75kWh电池组，续航里程为490km；作为对比，2022款保时捷Taycan搭载电池组容量高于前者，达79.2KWh，纯电续航为414km。对于特斯拉在各细分市场的优异表现，科技咨询公司Na","listText":"近日，有业内人士在社交平台上发布了一组数据，针对三款国内时下热门纯电动轿车的配置数据及性能表现进行对比。其中，特斯拉Model 3 performance版车型性能优势明显，百公里加速仅为3.3秒，位列第一。同时，Model 3 performance的78.4kWh电池容量，可实现CLTC续航675km，而其他两款车型相关数据分别为80.9kWh/CLTC续航562km、100kWh/CLTC续航700km。也就是说，在电池容量相近的情况下，特斯拉车辆能够实现更加卓越的续航能力；而在续航相近的情况下，特斯拉电池的能量效率更加优异。这意味着，特斯拉并不仅仅专注于制造优秀的高能量密度电池，同时也在通过优化空气动力学表现、减轻车重、优化配置等来持续提升能量利用效率。同时，特斯拉车内电子系统搭载的芯片，也在不断优化升级，以此进一步提高元器件间的高效能量传输。决定一台电动车跑多远的因素是什么？特斯拉让消费者直观感受到的结果是：更高的单次续航里程，更低的能量消耗，以及更短的充电时间。将电池容量高效转化为实际续航，特斯拉三电效率超越众多同级别车型如今，在电动车行业的不断努力下，市面上绝大多数电动汽车搭载的电池组容量水平已逐渐持平。但在如何将容量高效转化为实际续航里程方面，特斯拉始终保持着领先地位。特斯拉在与国内外的汽车品牌竞争中，优势同样明显。据国内汽车媒体数据显示，搭载100kWh电池组的2019款特斯拉Model X长续航版车型，能够提供575km续航里程；而搭载电池容量相近的96.7kWh电池组的奥迪E-Tron，其续航里程为465km。在纯电轿车领域，2019款Model S标准续航版搭载75kWh电池组，续航里程为490km；作为对比，2022款保时捷Taycan搭载电池组容量高于前者，达79.2KWh，纯电续航为414km。对于特斯拉在各细分市场的优异表现，科技咨询公司Na","text":"近日，有业内人士在社交平台上发布了一组数据，针对三款国内时下热门纯电动轿车的配置数据及性能表现进行对比。其中，特斯拉Model 3 performance版车型性能优势明显，百公里加速仅为3.3秒，位列第一。同时，Model 3 performance的78.4kWh电池容量，可实现CLTC续航675km，而其他两款车型相关数据分别为80.9kWh/CLTC续航562km、100kWh/CLTC续航700km。也就是说，在电池容量相近的情况下，特斯拉车辆能够实现更加卓越的续航能力；而在续航相近的情况下，特斯拉电池的能量效率更加优异。这意味着，特斯拉并不仅仅专注于制造优秀的高能量密度电池，同时也在通过优化空气动力学表现、减轻车重、优化配置等来持续提升能量利用效率。同时，特斯拉车内电子系统搭载的芯片，也在不断优化升级，以此进一步提高元器件间的高效能量传输。决定一台电动车跑多远的因素是什么？特斯拉让消费者直观感受到的结果是：更高的单次续航里程，更低的能量消耗，以及更短的充电时间。将电池容量高效转化为实际续航，特斯拉三电效率超越众多同级别车型如今，在电动车行业的不断努力下，市面上绝大多数电动汽车搭载的电池组容量水平已逐渐持平。但在如何将容量高效转化为实际续航里程方面，特斯拉始终保持着领先地位。特斯拉在与国内外的汽车品牌竞争中，优势同样明显。据国内汽车媒体数据显示，搭载100kWh电池组的2019款特斯拉Model X长续航版车型，能够提供575km续航里程；而搭载电池容量相近的96.7kWh电池组的奥迪E-Tron，其续航里程为465km。在纯电轿车领域，2019款Model S标准续航版搭载75kWh电池组，续航里程为490km；作为对比，2022款保时捷Taycan搭载电池组容量高于前者，达79.2KWh，纯电续航为414km。对于特斯拉在各细分市场的优异表现，科技咨询公司Na","images":[{"img":"https://static.tigerbbs.com/3ac65941e761ab7a27f71880a0181d34"},{"img":"https://static.tigerbbs.com/63603d1464ae38e4ae992b994a4d82c9"},{"img":"https://static.tigerbbs.com/2c23f080e6c19b6c8f573de0f3912dcc"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698122438","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691700195,"gmtCreate":1640235751425,"gmtModify":1640235756551,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[Duh]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[Duh]&nbsp;","text":"$Apple(AAPL)$[Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/691700195","repostId":"1164467804","repostType":4,"repost":{"id":"1164467804","kind":"news","pubTimestamp":1640230809,"share":"https://www.laohu8.com/m/news/1164467804?lang=zh_CN&edition=full","pubTime":"2021-12-23 11:40","market":"us","language":"en","title":"Are there any bubbles in Apple stock?<blockquote>苹果股票有泡沫吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164467804","media":"Seeking Alpha","summary":"Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.This has led some to say that the stock is in a bubble, as its price is rising rapidly.However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.Apple Inc. stock has delivered a solid performance in 2021. U","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.</li>  <li>This has led some to say that the stock is in a bubble, as its price is rising rapidly.</li>  <li>However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.</li>  <li>In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>苹果股价今年已上涨34%，大幅跑赢纳斯达克100指数。</li><li>这导致一些人说该股存在泡沫，因为其价格正在迅速上涨。</li><li>然而，苹果的股价涨幅与收入增长大致一致，实际上慢于最近一个季度的每股收益增长。</li><li>在本文中，我将对苹果提出看涨论点，认为它拥有宽阔的护城河，将推动未来的增长和盈利能力。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Apple Inc.</b>(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&amp;P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.</p><p><blockquote><b>苹果公司。</b>(AAPL)股票在2021年表现稳健。该指数今年上涨了35%，表现强劲，优于纳斯达克100指数和标普500。苹果的2021年业绩是该公司长期获胜的最新一年，它表明股票永远不会太大而无法击败市场。</blockquote></p><p> With that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:</p><p><blockquote>话虽如此，仍有不少人认为苹果的胜利应该得到修正。最近几周，我们看到大量文章声称AAPL被高估，标题如下：</blockquote></p><p> <ul>  <li><i>“Apple Stock is Now a Bubble.”</i></p><p><blockquote><ul><li><i>“苹果股票现在是泡沫。”</i></li></ul></blockquote></p><p></li>  <li><i>“Why Apple Stock May Be a Bubble That’s Ready to Burst.”</i></p><p><blockquote><li><i>“为什么苹果股票可能是一个即将破裂的泡沫。”</i></li></blockquote></p><p></li>  <li><i>“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”</i></p><p><blockquote><li><i>“出售AAPL？为什么这位专家认为苹果股价下跌12%”</i></li></blockquote></p><p></li> </ul> Not all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at&nbsp;TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.</p><p><blockquote>并非所有这些文章都明确悲观。一些人提到了积极的一面和消极的一面。但总体而言，认为苹果是泡沫，或者至少被高估的情绪正在变得普遍。如果你看看TipRanks的情绪图表，就会发现对苹果股票的情绪明显负面。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8357bc3eaf626336dbf12b2ff1f410\" tg-width=\"485\" tg-height=\"457\" referrerpolicy=\"no-referrer\"><span>Source: TipRanks’ sentiment chart</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TipRanks情绪图</span></p></blockquote></p><p> The bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward&nbsp;<b>Meta Platforms</b>(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.</p><p><blockquote>当我们将投资者对苹果的悲观情绪与对<b>元平台</b>（FB）。Meta是一家因违反反垄断法而被起诉并每天受到媒体攻击的公司，其情绪得分几乎完美。因此，没有什么特殊的科技诅咒可以保证对该行业个股的负面情绪。苹果的情绪问题确实是自己的问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/68bc8cf3f8fc200c2b7a9c85e69cc9f2\" tg-width=\"488\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Which begs the question:</p><p><blockquote>这就引出了一个问题：</blockquote></p><p> <i>Why?</i></p><p><blockquote><i>为什么？</i></blockquote></p><p> Apple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage –&nbsp;<b>Nintendo</b>(OTCPK:NTDOY) being one exception, if you count gaming as tech.</p><p><blockquote>苹果是一只拥有宽护城河的股票，是少数几家同时控制大多数用户硬件和软件的科技公司之一。许多公司都试图复制苹果通过整合硬件和应用程序来实现收入最大化的策略，但很少有人成功。如果你想要IOS或Mac OS体验，你需要一部iPhone或Mac。数十亿人想要这些体验，足以支付高价购买苹果的产品。很少有其他科技公司拥有这样的优势——<b>任天堂</b>(OTCPK：NTDOY)如果您将游戏视为技术，则是一个例外。</blockquote></p><p> This makes Apple arguably a&nbsp;wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated&nbsp;Apple ecosystem.</p><p><blockquote>这使得苹果可以说是一只拥有宽阔护城河的股票。你需要苹果硬件来运行苹果软件，人们喜欢苹果软件。这使得苹果“垄断”了某一套软件体验。它并不垄断任何特定的设备类别，但它是唯一一家能够提供集成苹果生态系统的公司。</blockquote></p><p> This advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the&nbsp;fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.</p><p><blockquote>这一优势为苹果股东带来了红利——无论是象征性的还是字面上的。按市值计算，苹果是全球最大的公司，按收入计算，它是全球第四大公司。近年来，其收入增长率有所放缓，但某些细分市场（如手表和服务）的增长速度比以往任何时候都快。因此，苹果似乎仍然具有显着盈利和增长的潜力。因此，我将在本文中对苹果提出看涨论点，认为其坚实的经济护城河为其股票未来升值提供了潜力。</blockquote></p><p> <b>Competitive Landscape</b></p><p><blockquote><b>竞争格局</b></blockquote></p><p> One of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments&nbsp;and entertainment.</p><p><blockquote>了解苹果最重要的一点是它的竞争地位。该公司在如此广泛的不同市场开展业务，以至于很难确定其业务不仅仅是“技术”。从技术上讲，该公司的SIC代码（行业分类）是7372，表示“预打包软件”。然而，这并没有涵盖苹果业务活动的全部范围，因为它还涉及硬件、半导体、支付和娱乐。</blockquote></p><p> Some of Apple’s most noteworthy competitors include:</p><p><blockquote>苹果最值得注意的一些竞争对手包括：</blockquote></p><p> <ul>  <li><b>Samsung</b>(OTC:SSNLF) - smartphones.</p><p><blockquote><ul><li><b>三星</b>（场外交易代码：SSNLF）-智能手机。</li></ul></blockquote></p><p></li>  <li><b>Huawei</b>- smartphones.</p><p><blockquote><li><b>华为</b>-智能手机。</li></blockquote></p><p></li>  <li><b>Alphabet</b>(GOOG) - smartphones, laptops, and software.</p><p><blockquote><li><b>Alphabet</b>(GOOG)-智能手机、笔记本电脑和软件。</li></blockquote></p><p></li>  <li><b>Microsoft</b>(MSFT) - laptops.</p><p><blockquote><li><b>微软</b>（MSFT）-笔记本电脑。</li></blockquote></p><p></li>  <li><b>Dell</b>(NYSE:DELL)- laptops.</p><p><blockquote><li><b>戴尔</b>（纽约证券交易所代码：戴尔）-笔记本电脑。</li></blockquote></p><p></li>  <li><b>Adobe</b>(ADBE) - creative software.</p><p><blockquote><li><b>土坯</b>（ADBE）-创意软件。</li></blockquote></p><p></p><p></li>  <li>And many more.</p><p><blockquote><li>还有更多。</li></blockquote></p><p></li> </ul> A comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.</p><p><blockquote>苹果的竞争对手的全面名单是不可能的，因为该公司在许多不同的垂直领域开展业务。除了上述所有名称之外，苹果可以说还在与大型半导体公司竞争，因为它销售采用苹果芯片的手机和笔记本电脑。苹果是最全面的科技公司之一，拥有庞大的硬件、软件和服务阵容，使其与数十家公司展开默契竞争。</blockquote></p><p> How is Apple doing in the industries it competes in? According to&nbsp;Counterpoint Research&nbsp;and Statista, Apple’s market shares include:</p><p><blockquote>苹果在其竞争的行业中表现如何？根据Counterpoint Research和Statista的数据，苹果的市场份额包括：</blockquote></p><p> <ul>  <li>Smartphones: 47% in the US and 14% globally.</p><p><blockquote><ul><li>智能手机：美国占47%，全球占14%。</li></ul></blockquote></p><p></li>  <li>Laptops: 15% in the US and 7.6% globally.</p><p><blockquote><li>笔记本电脑：美国15%，全球7.6%。</li></blockquote></p><p></li>  <li>Smartwatches: over 50% globally.</p><p><blockquote><li>智能手表：全球超过50%。</li></blockquote></p><p></li>  <li>Tablets: 35% globally.</p><p><blockquote><li>平板电脑：全球35%。</li></blockquote></p><p></li> </ul> On the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and&nbsp;sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.</p><p><blockquote>总体而言，苹果在其大部分市场都处于第一或第二的位置。它在智能手机销量方面落后于三星，但在手表和平板电脑方面领先。这是一个相当不错的市场地位。它可能会随着时间的推移而增长。苹果的一些产品类别仍然相当新。该公司最近才涉足智能手表领域，该类别的销售额正以50%的速度增长。苹果最近因增长放缓而受到批评，但该公司产品线中的某些产品增长速度比以往任何时候都快。这为未来的强劲增长提供了潜力。</blockquote></p><p> <b>The M1 Chip and Apple Services</b></p><p><blockquote><b>M1芯片和苹果服务</b></blockquote></p><p> Speaking of future growth, it’s worth exploring two of Apple’s most promising categories:</p><p><blockquote>说到未来的增长，值得探索苹果最有前途的两个类别：</blockquote></p><p> <i>The M1 Chip and Apple Services.</i></p><p><blockquote><i>M1芯片和苹果服务。</i></blockquote></p><p> The M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:</p><p><blockquote>M1芯片（现在实际上是M1家族芯片）是苹果基于ARM架构设计的新型芯片。基本配置拥有：</blockquote></p><p> <ul>  <li>An 8-core CPU.</p><p><blockquote><ul><li>一个8核CPU。</li></ul></blockquote></p><p></li>  <li>A 7-core GPU.</p><p><blockquote><li>7核GPU。</li></blockquote></p><p></li>  <li>8 or 16 gigs of RAM (physically built into the chip).</p><p><blockquote><li>8或16 GB内存（物理内置在芯片中）。</li></blockquote></p><p></li>  <li>5nm process.</p><p><blockquote><li>5nm工艺。</li></blockquote></p><p></li>  <li>16 billion transistors.</p><p><blockquote><li>160亿个晶体管。</li></blockquote></p><p></li>  <li>3.2 GHZ max clock rate.</p><p><blockquote><li>3.2 GHZ最大时钟速率。</li></blockquote></p><p></li> </ul> Incredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless&nbsp;YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.</p><p><blockquote>难以置信的规格。除此之外，还有两款新型号——M1 Pro和M1 Max——对基本型号进行了改进。列出这些高端型号的详细规格表会很乏味，但一个令人瞠目结舌的统计数据是M1 Max的570亿个晶体管。这与极高端游戏PC中包含的CPU竞争。当然，正如无数YouTube评论者指出的那样，这使得较新的MAC电脑本身可以作为游戏装备。苹果在笔记本电脑和台式机领域已经拥有相当大的市场份额，但凭借M1芯片系列，它现在也有机会占领游戏领域。到目前为止，事实证明，这一细分市场对苹果来说是难以捉摸的。因此，苹果电脑产品线的加速增长潜力巨大。</blockquote></p><p> Next up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually&nbsp;lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been&nbsp;flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.</p><p><blockquote>接下来是苹果服务。这是一个广泛的类别，包括流媒体音乐、电影、书籍等。这一类别一直在扩大，并可能在硬件增长放缓后推动更多增长。在最近一个季度，服务增长实际上落后于产品增长，为25%，而后者为30%。然而，服务是有前途的，因为即使在硬件产品达到其总目标市场之后，它们也可以继续增长。经过多年的强劲增长，全球智能手机销量一直持平。在这种环境下，期望苹果的硬件销售像过去那样快速增长是不现实的。但通过向现有客户销售更多服务，苹果可以在硬件销售不佳的情况下保持总收入增长。</blockquote></p><p> <b>Financials and Valuation</b></p><p><blockquote><b>财务和估值</b></blockquote></p><p> Now we can turn to Apple’s financials.</p><p><blockquote>现在我们可以转向苹果的财务状况。</blockquote></p><p> Apple’s most recent quarter was a&nbsp;miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:</p><p><blockquote>苹果最近一个季度的收入和盈利均未达到预期；然而，从绝对值来看，结果是强劲的。本季度，苹果交付了：</blockquote></p><p> <ul>  <li>$83 billion in revenue, up 29%.</p><p><blockquote><ul><li>营收830亿美元，增长29%。</li></ul></blockquote></p><p></li>  <li>$27.3 billion in operating income, up 60%.</p><p><blockquote><li>营业收入273亿美元，增长60%。</li></blockquote></p><p></li>  <li>$20.5 billion in net income, up 63%.</p><p><blockquote><li>净利润205亿美元，增长63%。</li></blockquote></p><p></li>  <li>$1.24 in diluted EPS, up 69%.</p><p><blockquote><li>稀释后每股收益为1.24美元，增长69%。</li></blockquote></p><p></li> </ul> The company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.</p><p><blockquote>该公司还在第四季度报告中报告了1040亿美元的TTM运营现金。这比去年增长了28%。</blockquote></p><p> These were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to&nbsp;Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:</p><p><blockquote>这些都是相当可靠的结果。尤其是对于一家成熟的公司来说。按市值计算，苹果是世界上最大的公司，但其收入和盈利均以成长型股票的水平增长。这一个季度并非侥幸。根据Seeking Alpha Quant的数据，苹果上述指标的五年复合年增长率为：</blockquote></p><p> <ul>  <li>Revenue: 11%.</p><p><blockquote><ul><li>收入：11%。</li></ul></blockquote></p><p></li>  <li>Operating income: 12.7%.</p><p><blockquote><li>营业收入：12.7%。</li></blockquote></p><p></li>  <li>Net income: 15.7%.</p><p><blockquote><li>净利润：15.7%。</li></blockquote></p><p></li>  <li>Diluted EPS: 22%.</p><p><blockquote><li>稀释后每股收益：22%。</li></blockquote></p><p></li>  <li>Cash flow: 10.7%.</p><p><blockquote><li>现金流：10.7%。</li></blockquote></p><p></li> </ul> Again very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:</p><p><blockquote>对于一家成熟的公司来说，这也是非常可靠的。最近一个季度看起来确实好于平均水平，但长期指标仍然非常好。这就抓住了本文论点的核心：</blockquote></p><p></p><p> Apple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a&nbsp;PEG ratio of just 0.43&nbsp;for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.</p><p><blockquote>苹果绝对不是泡沫股。其估值相当高，市盈率为30倍，销售额为7.7倍，现金流为26倍。但该公司仍有很大的增长潜力。按年复合计算，其盈利以22%的速度增长，正如最近一个季度所显示的那样，它还有加速的空间。如果同时考虑增长和价值，过去12个月的PEG比率仅为0.43。这远非泡沫估值。事实上，它看起来非常便宜。</blockquote></p><p> <b>Risks and Challenges</b></p><p><blockquote><b>风险与挑战</b></blockquote></p><p> While Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:</p><p><blockquote>虽然苹果绝对是一家增长强劲、估值适中的超盈利公司，但其股票并非没有风险。作为一家主要的硬件公司，它很容易受到供应链问题和其他冲击的影响。本文概述的看涨论点面临的一些主要风险和挑战包括：</blockquote></p><p> <ul>  <li><b>Supply chain issues.</b>The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company&nbsp;slashed iPhone production&nbsp;because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.</p><p><blockquote><ul><li><b>供应链问题。</b>世界目前正在经历芯片短缺，以及各种其他高科技部件的短缺。这些问题正在影响苹果。就在最近，由于供应链问题，该公司大幅削减了iPhone产量。就在关键的假期之前。对于像苹果这样的硬件公司来说，这类问题是一个始终存在的威胁，该公司依赖于现成的原材料供应来保持销售流动。</li></ul></blockquote></p><p></li>  <li><b>Scale.</b>Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.</p><p><blockquote><li><b>比例。</b>从数学上讲，某物变得越大，需要的增幅就越大，才能推动与过去持平的百分比增长。如果你开始销售1000美元的小工具，第一年就卖出了一个，那么第二年只要卖出价值2000美元的小工具，你的销售额就会翻倍。然而，如果十年后，你的销售额为3320亿美元，你需要客户在第十一年拿出6640亿美元来实现同样的增长。这在数学上是不太可能的。碰巧的是，苹果第四季度830亿美元的年收入达到了3320亿美元。因此，未来将更难实现增长。</li></blockquote></p><p></li>  <li><b>Disruption.</b>Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself&nbsp;did this once, to&nbsp;<b>BlackBerry</b>(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&amp;D, you never know where the next threat will come from.</p><p><blockquote><li><b>中断。</b>苹果的商业模式要求它保持在技术创新的前沿。如果另一家公司推出了明显优于iPhone的产品，这可能会在一夜之间扼杀苹果的业务。苹果自己也做过一次，为了<b>黑莓</b>（BB），命运多舛的黑莓智能手机制造商。科技行业的历史上充斥着公司互相吃午餐的情况，尽管苹果在研发上投入了数十亿美元，但你永远不知道下一个威胁会来自哪里。</li></blockquote></p><p></li> </ul> The above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.</p><p><blockquote>以上是投资者需要牢记的一些非常真实的风险。尤其是供应链风险是非常真实的，在几份季度报告中都被认为是一个问题。话虽如此，苹果股票拥有令人难以置信的护城河、良好的增长和并非不合理的估值。这绝对不是一只值得做空的股票。虽然多头实现的收益在未来不会像过去那么好，但它们应该仍然不错。</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>Are there any bubbles in Apple stock?<blockquote>苹果股票有泡沫吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAre there any bubbles in Apple stock?<blockquote>苹果股票有泡沫吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-23 11:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.</li>  <li>This has led some to say that the stock is in a bubble, as its price is rising rapidly.</li>  <li>However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.</li>  <li>In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>苹果股价今年已上涨34%，大幅跑赢纳斯达克100指数。</li><li>这导致一些人说该股存在泡沫，因为其价格正在迅速上涨。</li><li>然而，苹果的股价涨幅与收入增长大致一致，实际上慢于最近一个季度的每股收益增长。</li><li>在本文中，我将对苹果提出看涨论点，认为它拥有宽阔的护城河，将推动未来的增长和盈利能力。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Apple Inc.</b>(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&amp;P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.</p><p><blockquote><b>苹果公司。</b>(AAPL)股票在2021年表现稳健。该指数今年上涨了35%，表现强劲，优于纳斯达克100指数和标普500。苹果的2021年业绩是该公司长期获胜的最新一年，它表明股票永远不会太大而无法击败市场。</blockquote></p><p> With that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:</p><p><blockquote>话虽如此，仍有不少人认为苹果的胜利应该得到修正。最近几周，我们看到大量文章声称AAPL被高估，标题如下：</blockquote></p><p> <ul>  <li><i>“Apple Stock is Now a Bubble.”</i></p><p><blockquote><ul><li><i>“苹果股票现在是泡沫。”</i></li></ul></blockquote></p><p></li>  <li><i>“Why Apple Stock May Be a Bubble That’s Ready to Burst.”</i></p><p><blockquote><li><i>“为什么苹果股票可能是一个即将破裂的泡沫。”</i></li></blockquote></p><p></li>  <li><i>“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”</i></p><p><blockquote><li><i>“出售AAPL？为什么这位专家认为苹果股价下跌12%”</i></li></blockquote></p><p></li> </ul> Not all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at&nbsp;TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.</p><p><blockquote>并非所有这些文章都明确悲观。一些人提到了积极的一面和消极的一面。但总体而言，认为苹果是泡沫，或者至少被高估的情绪正在变得普遍。如果你看看TipRanks的情绪图表，就会发现对苹果股票的情绪明显负面。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8357bc3eaf626336dbf12b2ff1f410\" tg-width=\"485\" tg-height=\"457\" referrerpolicy=\"no-referrer\"><span>Source: TipRanks’ sentiment chart</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TipRanks情绪图</span></p></blockquote></p><p> The bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward&nbsp;<b>Meta Platforms</b>(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.</p><p><blockquote>当我们将投资者对苹果的悲观情绪与对<b>元平台</b>（FB）。Meta是一家因违反反垄断法而被起诉并每天受到媒体攻击的公司，其情绪得分几乎完美。因此，没有什么特殊的科技诅咒可以保证对该行业个股的负面情绪。苹果的情绪问题确实是自己的问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/68bc8cf3f8fc200c2b7a9c85e69cc9f2\" tg-width=\"488\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Which begs the question:</p><p><blockquote>这就引出了一个问题：</blockquote></p><p> <i>Why?</i></p><p><blockquote><i>为什么？</i></blockquote></p><p> Apple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage –&nbsp;<b>Nintendo</b>(OTCPK:NTDOY) being one exception, if you count gaming as tech.</p><p><blockquote>苹果是一只拥有宽护城河的股票，是少数几家同时控制大多数用户硬件和软件的科技公司之一。许多公司都试图复制苹果通过整合硬件和应用程序来实现收入最大化的策略，但很少有人成功。如果你想要IOS或Mac OS体验，你需要一部iPhone或Mac。数十亿人想要这些体验，足以支付高价购买苹果的产品。很少有其他科技公司拥有这样的优势——<b>任天堂</b>(OTCPK：NTDOY)如果您将游戏视为技术，则是一个例外。</blockquote></p><p> This makes Apple arguably a&nbsp;wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated&nbsp;Apple ecosystem.</p><p><blockquote>这使得苹果可以说是一只拥有宽阔护城河的股票。你需要苹果硬件来运行苹果软件，人们喜欢苹果软件。这使得苹果“垄断”了某一套软件体验。它并不垄断任何特定的设备类别，但它是唯一一家能够提供集成苹果生态系统的公司。</blockquote></p><p> This advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the&nbsp;fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.</p><p><blockquote>这一优势为苹果股东带来了红利——无论是象征性的还是字面上的。按市值计算，苹果是全球最大的公司，按收入计算，它是全球第四大公司。近年来，其收入增长率有所放缓，但某些细分市场（如手表和服务）的增长速度比以往任何时候都快。因此，苹果似乎仍然具有显着盈利和增长的潜力。因此，我将在本文中对苹果提出看涨论点，认为其坚实的经济护城河为其股票未来升值提供了潜力。</blockquote></p><p> <b>Competitive Landscape</b></p><p><blockquote><b>竞争格局</b></blockquote></p><p> One of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments&nbsp;and entertainment.</p><p><blockquote>了解苹果最重要的一点是它的竞争地位。该公司在如此广泛的不同市场开展业务，以至于很难确定其业务不仅仅是“技术”。从技术上讲，该公司的SIC代码（行业分类）是7372，表示“预打包软件”。然而，这并没有涵盖苹果业务活动的全部范围，因为它还涉及硬件、半导体、支付和娱乐。</blockquote></p><p> Some of Apple’s most noteworthy competitors include:</p><p><blockquote>苹果最值得注意的一些竞争对手包括：</blockquote></p><p> <ul>  <li><b>Samsung</b>(OTC:SSNLF) - smartphones.</p><p><blockquote><ul><li><b>三星</b>（场外交易代码：SSNLF）-智能手机。</li></ul></blockquote></p><p></li>  <li><b>Huawei</b>- smartphones.</p><p><blockquote><li><b>华为</b>-智能手机。</li></blockquote></p><p></li>  <li><b>Alphabet</b>(GOOG) - smartphones, laptops, and software.</p><p><blockquote><li><b>Alphabet</b>(GOOG)-智能手机、笔记本电脑和软件。</li></blockquote></p><p></li>  <li><b>Microsoft</b>(MSFT) - laptops.</p><p><blockquote><li><b>微软</b>（MSFT）-笔记本电脑。</li></blockquote></p><p></li>  <li><b>Dell</b>(NYSE:DELL)- laptops.</p><p><blockquote><li><b>戴尔</b>（纽约证券交易所代码：戴尔）-笔记本电脑。</li></blockquote></p><p></li>  <li><b>Adobe</b>(ADBE) - creative software.</p><p><blockquote><li><b>土坯</b>（ADBE）-创意软件。</li></blockquote></p><p></p><p></li>  <li>And many more.</p><p><blockquote><li>还有更多。</li></blockquote></p><p></li> </ul> A comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.</p><p><blockquote>苹果的竞争对手的全面名单是不可能的，因为该公司在许多不同的垂直领域开展业务。除了上述所有名称之外，苹果可以说还在与大型半导体公司竞争，因为它销售采用苹果芯片的手机和笔记本电脑。苹果是最全面的科技公司之一，拥有庞大的硬件、软件和服务阵容，使其与数十家公司展开默契竞争。</blockquote></p><p> How is Apple doing in the industries it competes in? According to&nbsp;Counterpoint Research&nbsp;and Statista, Apple’s market shares include:</p><p><blockquote>苹果在其竞争的行业中表现如何？根据Counterpoint Research和Statista的数据，苹果的市场份额包括：</blockquote></p><p> <ul>  <li>Smartphones: 47% in the US and 14% globally.</p><p><blockquote><ul><li>智能手机：美国占47%，全球占14%。</li></ul></blockquote></p><p></li>  <li>Laptops: 15% in the US and 7.6% globally.</p><p><blockquote><li>笔记本电脑：美国15%，全球7.6%。</li></blockquote></p><p></li>  <li>Smartwatches: over 50% globally.</p><p><blockquote><li>智能手表：全球超过50%。</li></blockquote></p><p></li>  <li>Tablets: 35% globally.</p><p><blockquote><li>平板电脑：全球35%。</li></blockquote></p><p></li> </ul> On the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and&nbsp;sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.</p><p><blockquote>总体而言，苹果在其大部分市场都处于第一或第二的位置。它在智能手机销量方面落后于三星，但在手表和平板电脑方面领先。这是一个相当不错的市场地位。它可能会随着时间的推移而增长。苹果的一些产品类别仍然相当新。该公司最近才涉足智能手表领域，该类别的销售额正以50%的速度增长。苹果最近因增长放缓而受到批评，但该公司产品线中的某些产品增长速度比以往任何时候都快。这为未来的强劲增长提供了潜力。</blockquote></p><p> <b>The M1 Chip and Apple Services</b></p><p><blockquote><b>M1芯片和苹果服务</b></blockquote></p><p> Speaking of future growth, it’s worth exploring two of Apple’s most promising categories:</p><p><blockquote>说到未来的增长，值得探索苹果最有前途的两个类别：</blockquote></p><p> <i>The M1 Chip and Apple Services.</i></p><p><blockquote><i>M1芯片和苹果服务。</i></blockquote></p><p> The M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:</p><p><blockquote>M1芯片（现在实际上是M1家族芯片）是苹果基于ARM架构设计的新型芯片。基本配置拥有：</blockquote></p><p> <ul>  <li>An 8-core CPU.</p><p><blockquote><ul><li>一个8核CPU。</li></ul></blockquote></p><p></li>  <li>A 7-core GPU.</p><p><blockquote><li>7核GPU。</li></blockquote></p><p></li>  <li>8 or 16 gigs of RAM (physically built into the chip).</p><p><blockquote><li>8或16 GB内存（物理内置在芯片中）。</li></blockquote></p><p></li>  <li>5nm process.</p><p><blockquote><li>5nm工艺。</li></blockquote></p><p></li>  <li>16 billion transistors.</p><p><blockquote><li>160亿个晶体管。</li></blockquote></p><p></li>  <li>3.2 GHZ max clock rate.</p><p><blockquote><li>3.2 GHZ最大时钟速率。</li></blockquote></p><p></li> </ul> Incredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless&nbsp;YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.</p><p><blockquote>难以置信的规格。除此之外，还有两款新型号——M1 Pro和M1 Max——对基本型号进行了改进。列出这些高端型号的详细规格表会很乏味，但一个令人瞠目结舌的统计数据是M1 Max的570亿个晶体管。这与极高端游戏PC中包含的CPU竞争。当然，正如无数YouTube评论者指出的那样，这使得较新的MAC电脑本身可以作为游戏装备。苹果在笔记本电脑和台式机领域已经拥有相当大的市场份额，但凭借M1芯片系列，它现在也有机会占领游戏领域。到目前为止，事实证明，这一细分市场对苹果来说是难以捉摸的。因此，苹果电脑产品线的加速增长潜力巨大。</blockquote></p><p> Next up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually&nbsp;lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been&nbsp;flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.</p><p><blockquote>接下来是苹果服务。这是一个广泛的类别，包括流媒体音乐、电影、书籍等。这一类别一直在扩大，并可能在硬件增长放缓后推动更多增长。在最近一个季度，服务增长实际上落后于产品增长，为25%，而后者为30%。然而，服务是有前途的，因为即使在硬件产品达到其总目标市场之后，它们也可以继续增长。经过多年的强劲增长，全球智能手机销量一直持平。在这种环境下，期望苹果的硬件销售像过去那样快速增长是不现实的。但通过向现有客户销售更多服务，苹果可以在硬件销售不佳的情况下保持总收入增长。</blockquote></p><p> <b>Financials and Valuation</b></p><p><blockquote><b>财务和估值</b></blockquote></p><p> Now we can turn to Apple’s financials.</p><p><blockquote>现在我们可以转向苹果的财务状况。</blockquote></p><p> Apple’s most recent quarter was a&nbsp;miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:</p><p><blockquote>苹果最近一个季度的收入和盈利均未达到预期；然而，从绝对值来看，结果是强劲的。本季度，苹果交付了：</blockquote></p><p> <ul>  <li>$83 billion in revenue, up 29%.</p><p><blockquote><ul><li>营收830亿美元，增长29%。</li></ul></blockquote></p><p></li>  <li>$27.3 billion in operating income, up 60%.</p><p><blockquote><li>营业收入273亿美元，增长60%。</li></blockquote></p><p></li>  <li>$20.5 billion in net income, up 63%.</p><p><blockquote><li>净利润205亿美元，增长63%。</li></blockquote></p><p></li>  <li>$1.24 in diluted EPS, up 69%.</p><p><blockquote><li>稀释后每股收益为1.24美元，增长69%。</li></blockquote></p><p></li> </ul> The company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.</p><p><blockquote>该公司还在第四季度报告中报告了1040亿美元的TTM运营现金。这比去年增长了28%。</blockquote></p><p> These were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to&nbsp;Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:</p><p><blockquote>这些都是相当可靠的结果。尤其是对于一家成熟的公司来说。按市值计算，苹果是世界上最大的公司，但其收入和盈利均以成长型股票的水平增长。这一个季度并非侥幸。根据Seeking Alpha Quant的数据，苹果上述指标的五年复合年增长率为：</blockquote></p><p> <ul>  <li>Revenue: 11%.</p><p><blockquote><ul><li>收入：11%。</li></ul></blockquote></p><p></li>  <li>Operating income: 12.7%.</p><p><blockquote><li>营业收入：12.7%。</li></blockquote></p><p></li>  <li>Net income: 15.7%.</p><p><blockquote><li>净利润：15.7%。</li></blockquote></p><p></li>  <li>Diluted EPS: 22%.</p><p><blockquote><li>稀释后每股收益：22%。</li></blockquote></p><p></li>  <li>Cash flow: 10.7%.</p><p><blockquote><li>现金流：10.7%。</li></blockquote></p><p></li> </ul> Again very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:</p><p><blockquote>对于一家成熟的公司来说，这也是非常可靠的。最近一个季度看起来确实好于平均水平，但长期指标仍然非常好。这就抓住了本文论点的核心：</blockquote></p><p></p><p> Apple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a&nbsp;PEG ratio of just 0.43&nbsp;for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.</p><p><blockquote>苹果绝对不是泡沫股。其估值相当高，市盈率为30倍，销售额为7.7倍，现金流为26倍。但该公司仍有很大的增长潜力。按年复合计算，其盈利以22%的速度增长，正如最近一个季度所显示的那样，它还有加速的空间。如果同时考虑增长和价值，过去12个月的PEG比率仅为0.43。这远非泡沫估值。事实上，它看起来非常便宜。</blockquote></p><p> <b>Risks and Challenges</b></p><p><blockquote><b>风险与挑战</b></blockquote></p><p> While Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:</p><p><blockquote>虽然苹果绝对是一家增长强劲、估值适中的超盈利公司，但其股票并非没有风险。作为一家主要的硬件公司，它很容易受到供应链问题和其他冲击的影响。本文概述的看涨论点面临的一些主要风险和挑战包括：</blockquote></p><p> <ul>  <li><b>Supply chain issues.</b>The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company&nbsp;slashed iPhone production&nbsp;because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.</p><p><blockquote><ul><li><b>供应链问题。</b>世界目前正在经历芯片短缺，以及各种其他高科技部件的短缺。这些问题正在影响苹果。就在最近，由于供应链问题，该公司大幅削减了iPhone产量。就在关键的假期之前。对于像苹果这样的硬件公司来说，这类问题是一个始终存在的威胁，该公司依赖于现成的原材料供应来保持销售流动。</li></ul></blockquote></p><p></li>  <li><b>Scale.</b>Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.</p><p><blockquote><li><b>比例。</b>从数学上讲，某物变得越大，需要的增幅就越大，才能推动与过去持平的百分比增长。如果你开始销售1000美元的小工具，第一年就卖出了一个，那么第二年只要卖出价值2000美元的小工具，你的销售额就会翻倍。然而，如果十年后，你的销售额为3320亿美元，你需要客户在第十一年拿出6640亿美元来实现同样的增长。这在数学上是不太可能的。碰巧的是，苹果第四季度830亿美元的年收入达到了3320亿美元。因此，未来将更难实现增长。</li></blockquote></p><p></li>  <li><b>Disruption.</b>Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself&nbsp;did this once, to&nbsp;<b>BlackBerry</b>(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&amp;D, you never know where the next threat will come from.</p><p><blockquote><li><b>中断。</b>苹果的商业模式要求它保持在技术创新的前沿。如果另一家公司推出了明显优于iPhone的产品，这可能会在一夜之间扼杀苹果的业务。苹果自己也做过一次，为了<b>黑莓</b>（BB），命运多舛的黑莓智能手机制造商。科技行业的历史上充斥着公司互相吃午餐的情况，尽管苹果在研发上投入了数十亿美元，但你永远不知道下一个威胁会来自哪里。</li></blockquote></p><p></li> </ul> The above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.</p><p><blockquote>以上是投资者需要牢记的一些非常真实的风险。尤其是供应链风险是非常真实的，在几份季度报告中都被认为是一个问题。话虽如此，苹果股票拥有令人难以置信的护城河、良好的增长和并非不合理的估值。这绝对不是一只值得做空的股票。虽然多头实现的收益在未来不会像过去那么好，但它们应该仍然不错。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4476363-apple-stock-no-bubble\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4476363-apple-stock-no-bubble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164467804","content_text":"Summary\n\nApple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.\nThis has led some to say that the stock is in a bubble, as its price is rising rapidly.\nHowever, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.\nIn this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.\n\nJustin Sullivan/Getty Images News\nApple Inc.(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.\nWith that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:\n\n“Apple Stock is Now a Bubble.”\n“Why Apple Stock May Be a Bubble That’s Ready to Burst.”\n“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”\n\nNot all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.\nSource: TipRanks’ sentiment chart\nThe bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward Meta Platforms(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.\n\nWhich begs the question:\nWhy?\nApple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage – Nintendo(OTCPK:NTDOY) being one exception, if you count gaming as tech.\nThis makes Apple arguably a wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated Apple ecosystem.\nThis advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.\nCompetitive Landscape\nOne of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments and entertainment.\nSome of Apple’s most noteworthy competitors include:\n\nSamsung(OTC:SSNLF) - smartphones.\nHuawei- smartphones.\nAlphabet(GOOG) - smartphones, laptops, and software.\nMicrosoft(MSFT) - laptops.\nDell(NYSE:DELL)- laptops.\nAdobe(ADBE) - creative software.\nAnd many more.\n\nA comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.\nHow is Apple doing in the industries it competes in? According to Counterpoint Research and Statista, Apple’s market shares include:\n\nSmartphones: 47% in the US and 14% globally.\nLaptops: 15% in the US and 7.6% globally.\nSmartwatches: over 50% globally.\nTablets: 35% globally.\n\nOn the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.\nThe M1 Chip and Apple Services\nSpeaking of future growth, it’s worth exploring two of Apple’s most promising categories:\nThe M1 Chip and Apple Services.\nThe M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:\n\nAn 8-core CPU.\nA 7-core GPU.\n8 or 16 gigs of RAM (physically built into the chip).\n5nm process.\n16 billion transistors.\n3.2 GHZ max clock rate.\n\nIncredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.\nNext up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.\nFinancials and Valuation\nNow we can turn to Apple’s financials.\nApple’s most recent quarter was a miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:\n\n$83 billion in revenue, up 29%.\n$27.3 billion in operating income, up 60%.\n$20.5 billion in net income, up 63%.\n$1.24 in diluted EPS, up 69%.\n\nThe company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.\nThese were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:\n\nRevenue: 11%.\nOperating income: 12.7%.\nNet income: 15.7%.\nDiluted EPS: 22%.\nCash flow: 10.7%.\n\nAgain very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:\nApple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a PEG ratio of just 0.43 for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.\nRisks and Challenges\nWhile Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:\n\nSupply chain issues.The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company slashed iPhone production because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.\nScale.Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.\nDisruption.Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself did this once, to BlackBerry(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&D, you never know where the next threat will come from.\n\nThe above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691470422,"gmtCreate":1640233819153,"gmtModify":1640233851129,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[love you]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[love you]&nbsp;","text":"$Tesla Motors(TSLA)$[love you]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691470422","repostId":"691454144","repostType":1,"repost":{"id":691454144,"gmtCreate":1640232164304,"gmtModify":1640238819031,"author":{"id":"3562909664933798","authorId":"3562909664933798","name":"特斯拉","avatar":"https://static.tigerbbs.com/c97d09ce1f3268f15e9bd8d11f045f8c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562909664933798","authorIdStr":"3562909664933798"},"themes":[],"title":"特斯拉的生活方式","htmlText":"\n \n \n  特斯拉——为生活打开全新方式🌈是延续家的温暖，是高效赋能，也是安全智能赋予生活多一种可能#ThisisTesla#<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;\n \n","listText":"特斯拉——为生活打开全新方式🌈是延续家的温暖，是高效赋能，也是安全智能赋予生活多一种可能#ThisisTesla#<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;","text":"特斯拉——为生活打开全新方式🌈是延续家的温暖，是高效赋能，也是安全智能赋予生活多一种可能#ThisisTesla#$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/6da1cc4077b34d5c4d009ecba97832ab","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691454144","isVote":1,"tweetType":2,"object":{"id":"e9eec760e4b34db6bac066abcf4283af","tweetId":"691454144","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/3e7741f3387702293360255646/pWaZCu38dw0A.mp4","poster":"https://static.tigerbbs.com/6da1cc4077b34d5c4d009ecba97832ab"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690816243,"gmtCreate":1639653825935,"gmtModify":1639653921667,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[Victory]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[Victory]&nbsp;","text":"$Tesla Motors(TSLA)$[Victory]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690816243","repostId":"2191491220","repostType":2,"repost":{"id":"2191491220","kind":"news","pubTimestamp":1639648365,"share":"https://www.laohu8.com/m/news/2191491220?lang=zh_CN&edition=full","pubTime":"2021-12-16 17:52","market":"us","language":"zh","title":"埃隆·马斯克被《时代周刊》评选为年度","url":"https://stock-news.laohu8.com/highlight/detail?id=2191491220","media":"高健","summary":"《时代周刊》杂志将2021年度人物的头衔评给了特斯拉CEO及创始人埃隆·马斯克。据悉，《时代周刊》杂志每年都会在年末评选年度人物，据悉此头衔是授予上一年最有影响力的人，并不一定被视为奖项。在过去的一年里，埃隆·马斯克将特斯拉带入万亿美元市值，SpaceX星链...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0A/06/ChMkKmG7DlyIO0wwAADpR7Bf4EIAAWqPwMtoIkAAOlf121.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>《时代周刊》杂志将2021年度人物的头衔评给了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO及创始人埃隆·马斯克。据悉，《时代周刊》杂志每年都会在年末评选年度人物，据悉此头衔是授予上一年最有影响力的人，并不一定被视为奖项。 在过去的一年里，埃隆·马斯克将特斯拉带入万亿美元市值，SpaceX星链计划稳步推进，同年他还推动了自己的另两个炫酷的项目：Neuralink脑机接口以及尚在开发中的双足<a href=\"https://laohu8.com/S/300024\">机器人</a>项目。在2021年中，互联网及科技领域全球范围内埃隆·马斯克也是充满争议和瞩目的人物。</p><p><span></span><img height=\"852\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0A/06/ChMkKmG7DlyIO0wwAADpR7Bf4EIAAWqPwMtoIkAAOlf121.jpg\" width=\"640\"/>埃隆·马斯克被《时代周刊》评选为年度人物</p><div><p><img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0A/06/ChMkKmG7DzCIcSaDAAAVSSIZ8Z0AAWqQAECoWcAABVh247.jpg\"/></p><p><strong>硅谷钢铁侠 埃隆·马斯克的冒险人生</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 48.4元</p><p>进入购买</p></div><div><p><img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0A/06/ChMkKWG7DzGIZ7_cAAARyQ_hD1cAAWqQAEDAR8AABHh612.jpg\"/></p><p><strong>普诺得适配特斯拉随车充电器modely3SX家用便携式充电桩16A新能源充电枪旅行应急充电器 32A7KW 5米（<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>小程序版）</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 1780元</p><p>进入购买</p></div><div><p><img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0A/06/ChMkKWG7DzGIXgmeAAAXxABRz-UAAWqQAEDEwAAABfc051.jpg\"/></p><p><strong>【京选好物】【京选好物】<a href=\"https://laohu8.com/S/AAPL\">苹果</a>13车标手机壳iPhone13pro玻璃壳12/12pro保护套11皇迎 特斯拉 12(6.1)</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 59元</p><p>进入购买</p></div><p>本文属于原创文章，如若转载，请注明来源：埃隆·马斯克被《时代周刊》评选为年度人物https://news.zol.com.cn/783/7832871.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">https://news.zol.com.cn/783/7832871.html</span>\n<span itemprop=\"indexUrl\">news.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://news.zol.com.cn/783/7832871.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">854</span>\n<span itemprop=\"description\">《时代周刊》杂志将2021年度人物的头衔评给了特斯拉CEO及创始人埃隆·马斯克。据悉，《时代周刊》杂志每年都会在年末评选年度人物，据悉此头衔是授予上一年最有影响力的人，并不一定被视为奖项。 在过去的一年里，埃隆·马斯克将特斯拉带入万亿美元市值，SpaceX星链...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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>埃隆·马斯克被《时代周刊》评选为年度</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n埃隆·马斯克被《时代周刊》评选为年度\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 17:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://news.zol.com.cn/783/7832871.html><strong>高健</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《时代周刊》杂志将2021年度人物的头衔评给了特斯拉CEO及创始人埃隆·马斯克。据悉，《时代周刊》杂志每年都会在年末评选年度人物，据悉此头衔是授予上一年最有影响力的人，并不一定被视为奖项。 在过去的一年里，埃隆·马斯克将特斯拉带入万亿美元市值，SpaceX星链计划稳步推进，同年他还推动了自己的另两个炫酷的项目：Neuralink脑机接口以及尚在开发中的双足机器人项目。在2021年中，互联网及...</p>\n\n<a href=\"http://news.zol.com.cn/783/7832871.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"TSLA":"特斯拉","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4099":"汽车制造商","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4555":"新能源车"},"source_url":"http://news.zol.com.cn/783/7832871.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191491220","content_text":"《时代周刊》杂志将2021年度人物的头衔评给了特斯拉CEO及创始人埃隆·马斯克。据悉，《时代周刊》杂志每年都会在年末评选年度人物，据悉此头衔是授予上一年最有影响力的人，并不一定被视为奖项。 在过去的一年里，埃隆·马斯克将特斯拉带入万亿美元市值，SpaceX星链计划稳步推进，同年他还推动了自己的另两个炫酷的项目：Neuralink脑机接口以及尚在开发中的双足机器人项目。在2021年中，互联网及科技领域全球范围内埃隆·马斯克也是充满争议和瞩目的人物。埃隆·马斯克被《时代周刊》评选为年度人物硅谷钢铁侠 埃隆·马斯克的冒险人生[经销商] 京东商城[产品售价] 48.4元进入购买普诺得适配特斯拉随车充电器modely3SX家用便携式充电桩16A新能源充电枪旅行应急充电器 32A7KW 5米（智能小程序版）[经销商] 京东商城[产品售价] 1780元进入购买【京选好物】【京选好物】苹果13车标手机壳iPhone13pro玻璃壳12/12pro保护套11皇迎 特斯拉 12(6.1)[经销商] 京东商城[产品售价] 59元进入购买本文属于原创文章，如若转载，请注明来源：埃隆·马斯克被《时代周刊》评选为年度人物https://news.zol.com.cn/783/7832871.html\n\nhttps://news.zol.com.cn/783/7832871.html\nnews.zol.com.cn\ntrue\n中关村在线\nhttps://news.zol.com.cn/783/7832871.html\nreport\n854\n《时代周刊》杂志将2021年度人物的头衔评给了特斯拉CEO及创始人埃隆·马斯克。据悉，《时代周刊》杂志每年都会在年末评选年度人物，据悉此头衔是授予上一年最有影响力的人，并不一定被视为奖项。 在过去的一年里，埃隆·马斯克将特斯拉带入万亿美元市值，SpaceX星链...","news_type":1,"symbols_score_info":{"832000":1,"832089":1,"832145":1,"832171":1,"832225":1,"832278":1,"832317":1,"832566":1,"832735":1,"832885":1,"871396":1,"871553":1,"871642":1,"871981":1,"TSLA":0.85}},"isVote":1,"tweetType":1,"viewCount":3097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607993336,"gmtCreate":1639468829317,"gmtModify":1639468829880,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"Nice 👍&nbsp;","listText":"Nice 👍&nbsp;","text":"Nice 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607993336","repostId":"1162805432","repostType":2,"isVote":1,"tweetType":1,"viewCount":3371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603989468,"gmtCreate":1638351638114,"gmtModify":1638351647943,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[Cool]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[Cool]&nbsp;","text":"$Tesla 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;存在意义也正是如此纯净之路，与特斯拉同行🚗#ThisisTesla","text":"我们的生态环境可能遭到不可逆的破坏可持续能源的使用会是最有效的解决办法♻️$特斯拉(TSLA)$ 存在意义也正是如此纯净之路，与特斯拉同行🚗#ThisisTesla","images":[{"img":"https://static.tigerbbs.com/6a0c304a034ef4c16be8cad5f231a0e4","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875602577","isVote":1,"tweetType":2,"object":{"id":"337b7a6de4094dd18328cb9f41535904","tweetId":"875602577","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/722bc0e1387702291846258749/kx14aowbOS4A.mp4","poster":"https://static.tigerbbs.com/6a0c304a034ef4c16be8cad5f231a0e4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872057428,"gmtCreate":1637379917427,"gmtModify":1637379918221,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>19 Nov,&nbsp;a memorable day&nbsp;for my investing journey in US market&nbsp;[龇牙]&nbsp;I believe in HODL'ing&nbsp; 💎👐💎 good companies by DCA is the best way to&nbsp;grow my FIRE&nbsp;portfolio&nbsp;[正经]&nbsp; I'm lucky that I'm doing pretty well till today&nbsp;[真香]&nbsp;Of course, the investing journey is like riding on&nbsp;roller coaster 🎢 Keep learning to build conviction and i will be able to ride through the storm 🌤&nbsp;$T1mes in the market&nbsp;&nbsp;[胜利]&nbsp;NOT timing the market&nbsp;[抱拳]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>19 Nov,&nbsp;a memorable day&nbsp;for my investing journey in US market&nbsp;[龇牙]&nbsp;I believe in HODL'ing&nbsp; 💎👐💎 good companies by DCA is the best way to&nbsp;grow my FIRE&nbsp;portfolio&nbsp;[正经]&nbsp; I'm lucky that I'm doing pretty well till today&nbsp;[真香]&nbsp;Of course, the investing journey is like riding on&nbsp;roller coaster 🎢 Keep learning to build conviction and i will be able to ride through the storm 🌤&nbsp;$T1mes in the market&nbsp;&nbsp;[胜利]&nbsp;NOT timing the market&nbsp;[抱拳]&nbsp;","text":"$Tesla Motors(TSLA)$$Coinbase Global, Inc.(COIN)$$Apple(AAPL)$19 Nov, a memorable day for my investing journey in US market [龇牙] I believe in HODL'ing 💎👐💎 good companies by DCA is the best way to grow my FIRE portfolio [正经] I'm lucky that I'm doing pretty well till today [真香] Of course, the investing journey is like riding on roller coaster 🎢 Keep learning to build conviction and i will be able to ride through the storm 🌤 $T1mes in the market [胜利] NOT timing the market [抱拳]","images":[{"img":"https://static.tigerbbs.com/309470db58a21530e9f0db340ceaa4c8","width":"1440","height":"1409"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/872057428","isVote":1,"tweetType":1,"viewCount":1846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848223139,"gmtCreate":1636003698390,"gmtModify":1636003699100,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[得意]&nbsp;","text":"$Tesla Motors(TSLA)$[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848223139","repostId":"848627696","repostType":1,"repost":{"id":848627696,"gmtCreate":1635996133370,"gmtModify":1635996133370,"author":{"id":"3562909664933798","authorId":"3562909664933798","name":"特斯拉","avatar":"https://static.tigerbbs.com/c97d09ce1f3268f15e9bd8d11f045f8c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562909664933798","authorIdStr":"3562909664933798"},"themes":[],"title":"特斯拉上海超级工厂搬入进博会 揭秘最受欢迎电动汽车背后的制造秘籍","htmlText":"11月5-10日，第四届中国国际进口博览会（简称“进博会”）于国家会展中心（上海）举行，近8成世界500强和行业龙头企业将齐聚进博会舞台，让这场持续4年的“东方之约”继续为提振全球经济展现“东方力量”。 作为进博会的“固定嘉宾”，全球领先的综合型可持续能源公司特斯拉将继续参展进博会。据了解，特斯拉此次创新性的将上海超级工厂“搬入”进博会展台，为现场观众全面揭示这家纯电动汽车引领者在制造方面的独家秘笈，同时还将展示特斯拉在中国本土化进程中的最新成果，力求以自身颠覆式创新和制造理念为中国新能源汽车行业注入更加强劲的动能。凭什么引领行业？ 特斯拉中国的“东方智造” 据乘用车市场信息联席会分析显示，9月新能源汽车国内零售渗透率为21.1%，1-9月渗透率为12.6%，较2020年5.8%的渗透率有明显提升。整个汽车行业已经达成共识：新能源汽车将成为全球汽车的“未来”。今年的进博会也精准把握了这一趋势，打造“智慧出行及新能源”专业委员会，为新能源汽车创造更加宏大、更为精彩的舞台。 特斯拉作为全球新能源汽车行业的领导者，不但在业绩销量和客户口碑上频频打破业界纪录，更是以其创新性的生产制造模式成为行业竞相学习的对象，特斯拉上海超级工厂也由此成为备受瞩目的行业标杆。特斯拉CEO伊隆·马斯克也在股东会上大加赞赏：“上海超级工厂是质量最优、成本最低、戏剧性事件最少的工厂，表现非常出众。” 现在，这座年产能目标超越45万辆，已经达成90%本土化零部件的超级工厂，将毫无保留的在进博会上展示其卓越的制造理念和先进技术。据悉，特斯拉将首次以白车身、冲压件、电池、电机等实物展示，结合车间实景视频和精读性展板等多种形式，全面解析上海超级工厂电机、电池、压铸、冲压、焊装、涂装、总装等车间生产制造流程，让大家可以清晰地看到明星车型背后的制造逻辑。 在特斯拉开创行业先河的压铸车间里，世界领先的6000吨压铸机将","listText":"11月5-10日，第四届中国国际进口博览会（简称“进博会”）于国家会展中心（上海）举行，近8成世界500强和行业龙头企业将齐聚进博会舞台，让这场持续4年的“东方之约”继续为提振全球经济展现“东方力量”。 作为进博会的“固定嘉宾”，全球领先的综合型可持续能源公司特斯拉将继续参展进博会。据了解，特斯拉此次创新性的将上海超级工厂“搬入”进博会展台，为现场观众全面揭示这家纯电动汽车引领者在制造方面的独家秘笈，同时还将展示特斯拉在中国本土化进程中的最新成果，力求以自身颠覆式创新和制造理念为中国新能源汽车行业注入更加强劲的动能。凭什么引领行业？ 特斯拉中国的“东方智造” 据乘用车市场信息联席会分析显示，9月新能源汽车国内零售渗透率为21.1%，1-9月渗透率为12.6%，较2020年5.8%的渗透率有明显提升。整个汽车行业已经达成共识：新能源汽车将成为全球汽车的“未来”。今年的进博会也精准把握了这一趋势，打造“智慧出行及新能源”专业委员会，为新能源汽车创造更加宏大、更为精彩的舞台。 特斯拉作为全球新能源汽车行业的领导者，不但在业绩销量和客户口碑上频频打破业界纪录，更是以其创新性的生产制造模式成为行业竞相学习的对象，特斯拉上海超级工厂也由此成为备受瞩目的行业标杆。特斯拉CEO伊隆·马斯克也在股东会上大加赞赏：“上海超级工厂是质量最优、成本最低、戏剧性事件最少的工厂，表现非常出众。” 现在，这座年产能目标超越45万辆，已经达成90%本土化零部件的超级工厂，将毫无保留的在进博会上展示其卓越的制造理念和先进技术。据悉，特斯拉将首次以白车身、冲压件、电池、电机等实物展示，结合车间实景视频和精读性展板等多种形式，全面解析上海超级工厂电机、电池、压铸、冲压、焊装、涂装、总装等车间生产制造流程，让大家可以清晰地看到明星车型背后的制造逻辑。 在特斯拉开创行业先河的压铸车间里，世界领先的6000吨压铸机将","text":"11月5-10日，第四届中国国际进口博览会（简称“进博会”）于国家会展中心（上海）举行，近8成世界500强和行业龙头企业将齐聚进博会舞台，让这场持续4年的“东方之约”继续为提振全球经济展现“东方力量”。 作为进博会的“固定嘉宾”，全球领先的综合型可持续能源公司特斯拉将继续参展进博会。据了解，特斯拉此次创新性的将上海超级工厂“搬入”进博会展台，为现场观众全面揭示这家纯电动汽车引领者在制造方面的独家秘笈，同时还将展示特斯拉在中国本土化进程中的最新成果，力求以自身颠覆式创新和制造理念为中国新能源汽车行业注入更加强劲的动能。凭什么引领行业？ 特斯拉中国的“东方智造” 据乘用车市场信息联席会分析显示，9月新能源汽车国内零售渗透率为21.1%，1-9月渗透率为12.6%，较2020年5.8%的渗透率有明显提升。整个汽车行业已经达成共识：新能源汽车将成为全球汽车的“未来”。今年的进博会也精准把握了这一趋势，打造“智慧出行及新能源”专业委员会，为新能源汽车创造更加宏大、更为精彩的舞台。 特斯拉作为全球新能源汽车行业的领导者，不但在业绩销量和客户口碑上频频打破业界纪录，更是以其创新性的生产制造模式成为行业竞相学习的对象，特斯拉上海超级工厂也由此成为备受瞩目的行业标杆。特斯拉CEO伊隆·马斯克也在股东会上大加赞赏：“上海超级工厂是质量最优、成本最低、戏剧性事件最少的工厂，表现非常出众。” 现在，这座年产能目标超越45万辆，已经达成90%本土化零部件的超级工厂，将毫无保留的在进博会上展示其卓越的制造理念和先进技术。据悉，特斯拉将首次以白车身、冲压件、电池、电机等实物展示，结合车间实景视频和精读性展板等多种形式，全面解析上海超级工厂电机、电池、压铸、冲压、焊装、涂装、总装等车间生产制造流程，让大家可以清晰地看到明星车型背后的制造逻辑。 在特斯拉开创行业先河的压铸车间里，世界领先的6000吨压铸机将","images":[{"img":"https://static.tigerbbs.com/b263269c7d281a12fab62123323385bc","width":"688","height":"370"},{"img":"https://static.tigerbbs.com/2152ff9d589af6c6c4a3412f5fdccaff","width":"688","height":"359"},{"img":"https://static.tigerbbs.com/d9450e3e53549ef3098ec2e61c3a721c","width":"688","height":"387"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848627696","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857094967,"gmtCreate":1635492198979,"gmtModify":1635492199882,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[你懂的]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[你懂的]&nbsp;","text":"$Tesla Motors(TSLA)$[你懂的]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857094967","repostId":"1148884747","repostType":2,"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855957927,"gmtCreate":1635328683551,"gmtModify":1635328683766,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>I will catch this dropping knife 🔪&nbsp; and HODL&nbsp;[冷漠]&nbsp;","listText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>I will catch this dropping knife 🔪&nbsp; and HODL&nbsp;[冷漠]&nbsp;","text":"$Facebook(FB)$I will catch this dropping knife 🔪 and HODL [冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855957927","repostId":"852712742","repostType":1,"repost":{"id":852712742,"gmtCreate":1635302523337,"gmtModify":1706188240716,"author":{"id":"3522811592236647","authorId":"3522811592236647","name":"异观财经","avatar":"https://static.tigerbbs.com/898e3377b438b939ca4f3344b73c37b4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522811592236647","authorIdStr":"3522811592236647"},"themes":[],"title":"多事之秋！元宇宙会是Facebook新的增长点“良药”吗？","htmlText":"出 品 | 异观财经作 者 | 炫夜白雪10月25日周一美股盘后，社交网络与数字广告科技巨头Facebook<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>&nbsp;公布了2021财年第三季度财务业绩报告。从Facebook三季度的成绩单来看，多项指标不及市场预期。受苹果隐私新政影响，其广告业务受到冲击拖累总营收，290亿美元的总营收低于市场预期的295亿美元；GAAP下104亿美元的经营利润，低于华尔街111亿美元的预期。三季度，Facebook面临多事之秋，苹果iOS隐私政策变化让Facebook营收承压，反垄断、青少年保护、数据安全和隐私等问题，以及近日长达7个小时的全球性宕机，导致了Facebook及其子应用群无法正常登录使用，多项不利因素让Facebook股价大幅跳水。Facebook在三季报中宣布另外500亿美元的回购计划，盘后拉涨1.79%。三季度，Facebook交出了怎样的一份成绩单呢？近日Facebook被曝出要改名元宇宙的消息，财报中还披露，从四季度开始，财报将独立披露VR/AR业务的经营情况，元宇宙会是Facebook未来实现高增长的“解药”吗？营收不及预期，用户增速放缓，用户黏性下滑财报显示，Facebook第三季度营收290.10亿美元，同比增长35%，低于市场预期的294.5亿美元。营收低于市场预期主要是因为受苹果隐私新政影响，导致精准定位用户的广告能力下降，广告投放的成本增加的同时，衡量广告投放效果的难度也提升，进而导致广告收入增长受阻。数据显示，三季度Facebook广告收入282.76亿美元，同比增长33%，略低于上一季度的285.80亿美元。需要提醒的是，去年突发的新冠疫情，让人们线下消费的行为受到影响，促使消费者转为线上消费，进而推动了数字化经济","listText":"出 品 | 异观财经作 者 | 炫夜白雪10月25日周一美股盘后，社交网络与数字广告科技巨头Facebook<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>&nbsp;公布了2021财年第三季度财务业绩报告。从Facebook三季度的成绩单来看，多项指标不及市场预期。受苹果隐私新政影响，其广告业务受到冲击拖累总营收，290亿美元的总营收低于市场预期的295亿美元；GAAP下104亿美元的经营利润，低于华尔街111亿美元的预期。三季度，Facebook面临多事之秋，苹果iOS隐私政策变化让Facebook营收承压，反垄断、青少年保护、数据安全和隐私等问题，以及近日长达7个小时的全球性宕机，导致了Facebook及其子应用群无法正常登录使用，多项不利因素让Facebook股价大幅跳水。Facebook在三季报中宣布另外500亿美元的回购计划，盘后拉涨1.79%。三季度，Facebook交出了怎样的一份成绩单呢？近日Facebook被曝出要改名元宇宙的消息，财报中还披露，从四季度开始，财报将独立披露VR/AR业务的经营情况，元宇宙会是Facebook未来实现高增长的“解药”吗？营收不及预期，用户增速放缓，用户黏性下滑财报显示，Facebook第三季度营收290.10亿美元，同比增长35%，低于市场预期的294.5亿美元。营收低于市场预期主要是因为受苹果隐私新政影响，导致精准定位用户的广告能力下降，广告投放的成本增加的同时，衡量广告投放效果的难度也提升，进而导致广告收入增长受阻。数据显示，三季度Facebook广告收入282.76亿美元，同比增长33%，略低于上一季度的285.80亿美元。需要提醒的是，去年突发的新冠疫情，让人们线下消费的行为受到影响，促使消费者转为线上消费，进而推动了数字化经济","text":"出 品 | 异观财经作 者 | 炫夜白雪10月25日周一美股盘后，社交网络与数字广告科技巨头Facebook$Facebook(FB)$ 公布了2021财年第三季度财务业绩报告。从Facebook三季度的成绩单来看，多项指标不及市场预期。受苹果隐私新政影响，其广告业务受到冲击拖累总营收，290亿美元的总营收低于市场预期的295亿美元；GAAP下104亿美元的经营利润，低于华尔街111亿美元的预期。三季度，Facebook面临多事之秋，苹果iOS隐私政策变化让Facebook营收承压，反垄断、青少年保护、数据安全和隐私等问题，以及近日长达7个小时的全球性宕机，导致了Facebook及其子应用群无法正常登录使用，多项不利因素让Facebook股价大幅跳水。Facebook在三季报中宣布另外500亿美元的回购计划，盘后拉涨1.79%。三季度，Facebook交出了怎样的一份成绩单呢？近日Facebook被曝出要改名元宇宙的消息，财报中还披露，从四季度开始，财报将独立披露VR/AR业务的经营情况，元宇宙会是Facebook未来实现高增长的“解药”吗？营收不及预期，用户增速放缓，用户黏性下滑财报显示，Facebook第三季度营收290.10亿美元，同比增长35%，低于市场预期的294.5亿美元。营收低于市场预期主要是因为受苹果隐私新政影响，导致精准定位用户的广告能力下降，广告投放的成本增加的同时，衡量广告投放效果的难度也提升，进而导致广告收入增长受阻。数据显示，三季度Facebook广告收入282.76亿美元，同比增长33%，略低于上一季度的285.80亿美元。需要提醒的是，去年突发的新冠疫情，让人们线下消费的行为受到影响，促使消费者转为线上消费，进而推动了数字化经济","images":[{"img":"https://static.tigerbbs.com/ef6b6286313231dbae6d1a0e1da3a7fc","width":"688","height":"319"},{"img":"https://static.tigerbbs.com/411941f2a99bee140ba442e1a2880eaa","width":"688","height":"284"},{"img":"https://static.tigerbbs.com/49b934968b625d25554fef2ea14afb55","width":"664","height":"441"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852712742","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855928393,"gmtCreate":1635326614093,"gmtModify":1635326614358,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"Nice 👍&nbsp;","listText":"Nice 👍&nbsp;","text":"Nice 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855928393","repostId":"1151393960","repostType":2,"repost":{"id":"1151393960","kind":"news","pubTimestamp":1635252019,"share":"https://www.laohu8.com/m/news/1151393960?lang=zh_CN&edition=full","pubTime":"2021-10-26 20:40","market":"us","language":"en","title":"Citi Initiates Coverage of Coinbase With $415 Price Target, Says 'Buy Crypto’s General Store'<blockquote>花旗首次覆盖Coinbase，目标价为415美元，称“购买加密货币的综合商店”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151393960","media":"CoinDesk","summary":"Coinbase (NASDAQ: COIN) “offers investors direct exposure to increased retail and institutional adop","content":"<p>Coinbase (NASDAQ: COIN) “offers investors direct exposure to increased retail and institutional adoption” of digital assets, Citi said in a note initiating coverage of the crypto exchange with a buy rating and a $415 price target.</p><p><blockquote>花旗在一份报告中表示，Coinbase（纳斯达克：COIN）“为投资者提供了更多零售和机构采用数字资产的直接机会”，该报告首次对该加密货币交易所给予买入评级和415美元的目标价。</blockquote></p><p> “For its position within the crypto value chain, a `networking-based’ business model and strategy, the undeniably very large opportunity set … yes, we believe COIN is investable,” analyst Peter Christiansen wrote in a report dated Oct. 26. Investors should “buy crypto’s general store.”</p><p><blockquote>分析师彼得·克里斯蒂安森(Peter Christiansen)在10月26日的一份报告中写道：“由于其在加密价值链中的地位、‘基于网络’的商业模式和战略，不可否认的是非常大的机会……是的，我们相信COIN是可投资的。”投资者应该“购买加密货币的综合商店”。</blockquote></p><p> Citi sees additional potential upside for the stock as the company grows its business beyond facilitating transactions.</p><p><blockquote>花旗认为，随着该公司在促进交易之外发展业务，该股还有额外的潜在上涨空间。</blockquote></p><p> The U.S. bank also sees the exchange’s “lean forward approach to regulatory compliance” as a prospective competitive advantage in the longer term and says that not all regulation should be seen as harmful. ”To a degree, we think rising regulations could be a positive for Coinbase’s competitive positioning, particularly versus business models that predominantly rely on markets being unregulated,” the bank said.</p><p><blockquote>这家美国银行还认为，从长远来看，该交易所的“向前倾斜的监管合规方法”是一种潜在的竞争优势，并表示并非所有监管都应被视为有害的。”在某种程度上，我们认为监管的加强可能对Coinbase的竞争地位产生积极影响，特别是相对于主要依赖不受监管的市场的商业模式而言，”该银行表示。</blockquote></p><p> The stock and the company’s financial performance will both “likely incur a high degree of volatility” as Coinbase’s business model is directly correlated to the price of major crypto assets, Citi cautioned. That volatility makes forecasting and budgeting the business more difficult.</p><p><blockquote>花旗警告说，由于Coinbase的商业模式与主要加密资产的价格直接相关，该股和公司的财务业绩都“可能会出现高度波动”。这种波动性使得预测和预算业务变得更加困难。</blockquote></p><p> Citi is positive on the long-term outlook for blockchain technology and crypto markets and says that “the form of the so-called crypto economy will likely remain in debate for some time, though its proliferation, driven by an exceptionally large opportunity, is here to stay, in our view.”</p><p><blockquote>花旗对区块链技术和加密货币市场的长期前景持乐观态度，并表示“所谓的加密货币经济的形式可能会在一段时间内仍存在争议，尽管在异常巨大的机会的推动下，它的扩散正在发生。”在我们看来，它会留下来。”</blockquote></p><p> Coinbase shares closed at $325.54 on Oct. 25.</p><p><blockquote>Coinbase股价10月25日收于325.54美元。</blockquote></p><p></p>","source":"lsy1572937250936","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>Citi Initiates Coverage of Coinbase With $415 Price Target, Says 'Buy Crypto’s General Store'<blockquote>花旗首次覆盖Coinbase，目标价为415美元，称“购买加密货币的综合商店”</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\">\nCiti Initiates Coverage of Coinbase With $415 Price Target, Says 'Buy Crypto’s General Store'<blockquote>花旗首次覆盖Coinbase，目标价为415美元，称“购买加密货币的综合商店”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CoinDesk</strong><span class=\"h-time small\">2021-10-26 20:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Coinbase (NASDAQ: COIN) “offers investors direct exposure to increased retail and institutional adoption” of digital assets, Citi said in a note initiating coverage of the crypto exchange with a buy rating and a $415 price target.</p><p><blockquote>花旗在一份报告中表示，Coinbase（纳斯达克：COIN）“为投资者提供了更多零售和机构采用数字资产的直接机会”，该报告首次对该加密货币交易所给予买入评级和415美元的目标价。</blockquote></p><p> “For its position within the crypto value chain, a `networking-based’ business model and strategy, the undeniably very large opportunity set … yes, we believe COIN is investable,” analyst Peter Christiansen wrote in a report dated Oct. 26. Investors should “buy crypto’s general store.”</p><p><blockquote>分析师彼得·克里斯蒂安森(Peter Christiansen)在10月26日的一份报告中写道：“由于其在加密价值链中的地位、‘基于网络’的商业模式和战略，不可否认的是非常大的机会……是的，我们相信COIN是可投资的。”投资者应该“购买加密货币的综合商店”。</blockquote></p><p> Citi sees additional potential upside for the stock as the company grows its business beyond facilitating transactions.</p><p><blockquote>花旗认为，随着该公司在促进交易之外发展业务，该股还有额外的潜在上涨空间。</blockquote></p><p> The U.S. bank also sees the exchange’s “lean forward approach to regulatory compliance” as a prospective competitive advantage in the longer term and says that not all regulation should be seen as harmful. ”To a degree, we think rising regulations could be a positive for Coinbase’s competitive positioning, particularly versus business models that predominantly rely on markets being unregulated,” the bank said.</p><p><blockquote>这家美国银行还认为，从长远来看，该交易所的“向前倾斜的监管合规方法”是一种潜在的竞争优势，并表示并非所有监管都应被视为有害的。”在某种程度上，我们认为监管的加强可能对Coinbase的竞争地位产生积极影响，特别是相对于主要依赖不受监管的市场的商业模式而言，”该银行表示。</blockquote></p><p> The stock and the company’s financial performance will both “likely incur a high degree of volatility” as Coinbase’s business model is directly correlated to the price of major crypto assets, Citi cautioned. That volatility makes forecasting and budgeting the business more difficult.</p><p><blockquote>花旗警告说，由于Coinbase的商业模式与主要加密资产的价格直接相关，该股和公司的财务业绩都“可能会出现高度波动”。这种波动性使得预测和预算业务变得更加困难。</blockquote></p><p> Citi is positive on the long-term outlook for blockchain technology and crypto markets and says that “the form of the so-called crypto economy will likely remain in debate for some time, though its proliferation, driven by an exceptionally large opportunity, is here to stay, in our view.”</p><p><blockquote>花旗对区块链技术和加密货币市场的长期前景持乐观态度，并表示“所谓的加密货币经济的形式可能会在一段时间内仍存在争议，尽管在异常巨大的机会的推动下，它的扩散正在发生。”在我们看来，它会留下来。”</blockquote></p><p> Coinbase shares closed at $325.54 on Oct. 25.</p><p><blockquote>Coinbase股价10月25日收于325.54美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/citi-initiates-coverage-coinbase-415-120500164.html\">CoinDesk</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":{"C":"花旗","COIN":"Coinbase Global, Inc."},"source_url":"https://finance.yahoo.com/news/citi-initiates-coverage-coinbase-415-120500164.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151393960","content_text":"Coinbase (NASDAQ: COIN) “offers investors direct exposure to increased retail and institutional adoption” of digital assets, Citi said in a note initiating coverage of the crypto exchange with a buy rating and a $415 price target.\n“For its position within the crypto value chain, a `networking-based’ business model and strategy, the undeniably very large opportunity set … yes, we believe COIN is investable,” analyst Peter Christiansen wrote in a report dated Oct. 26. Investors should “buy crypto’s general store.”\nCiti sees additional potential upside for the stock as the company grows its business beyond facilitating transactions.\nThe U.S. bank also sees the exchange’s “lean forward approach to regulatory compliance” as a prospective competitive advantage in the longer term and says that not all regulation should be seen as harmful. ”To a degree, we think rising regulations could be a positive for Coinbase’s competitive positioning, particularly versus business models that predominantly rely on markets being unregulated,” the bank said.\nThe stock and the company’s financial performance will both “likely incur a high degree of volatility” as Coinbase’s business model is directly correlated to the price of major crypto assets, Citi cautioned. That volatility makes forecasting and budgeting the business more difficult.\nCiti is positive on the long-term outlook for blockchain technology and crypto markets and says that “the form of the so-called crypto economy will likely remain in debate for some time, though its proliferation, driven by an exceptionally large opportunity, is here to stay, in our view.”\nCoinbase shares closed at $325.54 on Oct. 25.","news_type":1,"symbols_score_info":{"C":0.9,"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855928928,"gmtCreate":1635326604808,"gmtModify":1635326605036,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>🪙🪙🪙🚀🚀🚀[得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>🪙🪙🪙🚀🚀🚀[得意]&nbsp;","text":"$Coinbase Global, Inc.(COIN)$🪙🪙🪙🚀🚀🚀[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855928928","repostId":"1151393960","repostType":2,"repost":{"id":"1151393960","kind":"news","pubTimestamp":1635252019,"share":"https://www.laohu8.com/m/news/1151393960?lang=zh_CN&edition=full","pubTime":"2021-10-26 20:40","market":"us","language":"en","title":"Citi Initiates Coverage of Coinbase With $415 Price Target, Says 'Buy Crypto’s General Store'<blockquote>花旗首次覆盖Coinbase，目标价为415美元，称“购买加密货币的综合商店”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151393960","media":"CoinDesk","summary":"Coinbase (NASDAQ: COIN) “offers investors direct exposure to increased retail and institutional adop","content":"<p>Coinbase (NASDAQ: COIN) “offers investors direct exposure to increased retail and institutional adoption” of digital assets, Citi said in a note initiating coverage of the crypto exchange with a buy rating and a $415 price target.</p><p><blockquote>花旗在一份报告中表示，Coinbase（纳斯达克：COIN）“为投资者提供了更多零售和机构采用数字资产的直接机会”，该报告首次对该加密货币交易所给予买入评级和415美元的目标价。</blockquote></p><p> “For its position within the crypto value chain, a `networking-based’ business model and strategy, the undeniably very large opportunity set … yes, we believe COIN is investable,” analyst Peter Christiansen wrote in a report dated Oct. 26. Investors should “buy crypto’s general store.”</p><p><blockquote>分析师彼得·克里斯蒂安森(Peter Christiansen)在10月26日的一份报告中写道：“由于其在加密价值链中的地位、‘基于网络’的商业模式和战略，不可否认的是非常大的机会……是的，我们相信COIN是可投资的。”投资者应该“购买加密货币的综合商店”。</blockquote></p><p> Citi sees additional potential upside for the stock as the company grows its business beyond facilitating transactions.</p><p><blockquote>花旗认为，随着该公司在促进交易之外发展业务，该股还有额外的潜在上涨空间。</blockquote></p><p> The U.S. bank also sees the exchange’s “lean forward approach to regulatory compliance” as a prospective competitive advantage in the longer term and says that not all regulation should be seen as harmful. ”To a degree, we think rising regulations could be a positive for Coinbase’s competitive positioning, particularly versus business models that predominantly rely on markets being unregulated,” the bank said.</p><p><blockquote>这家美国银行还认为，从长远来看，该交易所的“向前倾斜的监管合规方法”是一种潜在的竞争优势，并表示并非所有监管都应被视为有害的。”在某种程度上，我们认为监管的加强可能对Coinbase的竞争地位产生积极影响，特别是相对于主要依赖不受监管的市场的商业模式而言，”该银行表示。</blockquote></p><p> The stock and the company’s financial performance will both “likely incur a high degree of volatility” as Coinbase’s business model is directly correlated to the price of major crypto assets, Citi cautioned. That volatility makes forecasting and budgeting the business more difficult.</p><p><blockquote>花旗警告说，由于Coinbase的商业模式与主要加密资产的价格直接相关，该股和公司的财务业绩都“可能会出现高度波动”。这种波动性使得预测和预算业务变得更加困难。</blockquote></p><p> Citi is positive on the long-term outlook for blockchain technology and crypto markets and says that “the form of the so-called crypto economy will likely remain in debate for some time, though its proliferation, driven by an exceptionally large opportunity, is here to stay, in our view.”</p><p><blockquote>花旗对区块链技术和加密货币市场的长期前景持乐观态度，并表示“所谓的加密货币经济的形式可能会在一段时间内仍存在争议，尽管在异常巨大的机会的推动下，它的扩散正在发生。”在我们看来，它会留下来。”</blockquote></p><p> Coinbase shares closed at $325.54 on Oct. 25.</p><p><blockquote>Coinbase股价10月25日收于325.54美元。</blockquote></p><p></p>","source":"lsy1572937250936","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>Citi Initiates Coverage of Coinbase With $415 Price Target, Says 'Buy Crypto’s General Store'<blockquote>花旗首次覆盖Coinbase，目标价为415美元，称“购买加密货币的综合商店”</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\">\nCiti Initiates Coverage of Coinbase With $415 Price Target, Says 'Buy Crypto’s General Store'<blockquote>花旗首次覆盖Coinbase，目标价为415美元，称“购买加密货币的综合商店”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CoinDesk</strong><span class=\"h-time small\">2021-10-26 20:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Coinbase (NASDAQ: COIN) “offers investors direct exposure to increased retail and institutional adoption” of digital assets, Citi said in a note initiating coverage of the crypto exchange with a buy rating and a $415 price target.</p><p><blockquote>花旗在一份报告中表示，Coinbase（纳斯达克：COIN）“为投资者提供了更多零售和机构采用数字资产的直接机会”，该报告首次对该加密货币交易所给予买入评级和415美元的目标价。</blockquote></p><p> “For its position within the crypto value chain, a `networking-based’ business model and strategy, the undeniably very large opportunity set … yes, we believe COIN is investable,” analyst Peter Christiansen wrote in a report dated Oct. 26. Investors should “buy crypto’s general store.”</p><p><blockquote>分析师彼得·克里斯蒂安森(Peter Christiansen)在10月26日的一份报告中写道：“由于其在加密价值链中的地位、‘基于网络’的商业模式和战略，不可否认的是非常大的机会……是的，我们相信COIN是可投资的。”投资者应该“购买加密货币的综合商店”。</blockquote></p><p> Citi sees additional potential upside for the stock as the company grows its business beyond facilitating transactions.</p><p><blockquote>花旗认为，随着该公司在促进交易之外发展业务，该股还有额外的潜在上涨空间。</blockquote></p><p> The U.S. bank also sees the exchange’s “lean forward approach to regulatory compliance” as a prospective competitive advantage in the longer term and says that not all regulation should be seen as harmful. ”To a degree, we think rising regulations could be a positive for Coinbase’s competitive positioning, particularly versus business models that predominantly rely on markets being unregulated,” the bank said.</p><p><blockquote>这家美国银行还认为，从长远来看，该交易所的“向前倾斜的监管合规方法”是一种潜在的竞争优势，并表示并非所有监管都应被视为有害的。”在某种程度上，我们认为监管的加强可能对Coinbase的竞争地位产生积极影响，特别是相对于主要依赖不受监管的市场的商业模式而言，”该银行表示。</blockquote></p><p> The stock and the company’s financial performance will both “likely incur a high degree of volatility” as Coinbase’s business model is directly correlated to the price of major crypto assets, Citi cautioned. That volatility makes forecasting and budgeting the business more difficult.</p><p><blockquote>花旗警告说，由于Coinbase的商业模式与主要加密资产的价格直接相关，该股和公司的财务业绩都“可能会出现高度波动”。这种波动性使得预测和预算业务变得更加困难。</blockquote></p><p> Citi is positive on the long-term outlook for blockchain technology and crypto markets and says that “the form of the so-called crypto economy will likely remain in debate for some time, though its proliferation, driven by an exceptionally large opportunity, is here to stay, in our view.”</p><p><blockquote>花旗对区块链技术和加密货币市场的长期前景持乐观态度，并表示“所谓的加密货币经济的形式可能会在一段时间内仍存在争议，尽管在异常巨大的机会的推动下，它的扩散正在发生。”在我们看来，它会留下来。”</blockquote></p><p> Coinbase shares closed at $325.54 on Oct. 25.</p><p><blockquote>Coinbase股价10月25日收于325.54美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/citi-initiates-coverage-coinbase-415-120500164.html\">CoinDesk</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":{"C":"花旗","COIN":"Coinbase Global, Inc."},"source_url":"https://finance.yahoo.com/news/citi-initiates-coverage-coinbase-415-120500164.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151393960","content_text":"Coinbase (NASDAQ: COIN) “offers investors direct exposure to increased retail and institutional adoption” of digital assets, Citi said in a note initiating coverage of the crypto exchange with a buy rating and a $415 price target.\n“For its position within the crypto value chain, a `networking-based’ business model and strategy, the undeniably very large opportunity set … yes, we believe COIN is investable,” analyst Peter Christiansen wrote in a report dated Oct. 26. Investors should “buy crypto’s general store.”\nCiti sees additional potential upside for the stock as the company grows its business beyond facilitating transactions.\nThe U.S. bank also sees the exchange’s “lean forward approach to regulatory compliance” as a prospective competitive advantage in the longer term and says that not all regulation should be seen as harmful. ”To a degree, we think rising regulations could be a positive for Coinbase’s competitive positioning, particularly versus business models that predominantly rely on markets being unregulated,” the bank said.\nThe stock and the company’s financial performance will both “likely incur a high degree of volatility” as Coinbase’s business model is directly correlated to the price of major crypto assets, Citi cautioned. That volatility makes forecasting and budgeting the business more difficult.\nCiti is positive on the long-term outlook for blockchain technology and crypto markets and says that “the form of the so-called crypto economy will likely remain in debate for some time, though its proliferation, driven by an exceptionally large opportunity, is here to stay, in our view.”\nCoinbase shares closed at $325.54 on Oct. 25.","news_type":1,"symbols_score_info":{"C":0.9,"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852065455,"gmtCreate":1635224314752,"gmtModify":1635224315655,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Diamond Hand.. Towards FIRE in 5 Years&nbsp;[胜利]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Diamond Hand.. Towards FIRE in 5 Years&nbsp;[胜利]&nbsp;","text":"$Tesla Motors(TSLA)$Diamond Hand.. Towards FIRE in 5 Years [胜利]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852065455","repostId":"2178447117","repostType":2,"repost":{"id":"2178447117","kind":"news","pubTimestamp":1635220051,"share":"https://www.laohu8.com/m/news/2178447117?lang=zh_CN&edition=full","pubTime":"2021-10-26 11:47","market":"us","language":"zh","title":"万亿美元市值俱乐部首家车企！重磅订单助攻特斯拉收获历史性时刻，六大券商梳理A股产业链上市公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2178447117","media":"金融界","summary":"最新消息面上，全球最大的汽车租赁上市公司Hertz Global称将购买10万辆特斯拉，这一订单预计将给特斯拉带来42亿美元的收入。A股特斯拉概念股10月26日早盘表现金融界网特别汇总了六大券商梳理的特斯拉产业链公司情况，以供参考。特斯拉新能源汽车产业链概况：六大券商各自梳理的特斯拉产业链上市公司：","content":"<html><body><article><p>来源：<a href=\"https://laohu8.com/S/JRJC\">金融界</a>网</p><p>金融界网10月26日消息 周一美股市场暖意洋洋，三大股指集体收涨，其中道指、标普500指数创新高，与此同时，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>也迎来自己的历史性时刻，当天特斯拉股票飙升近13％，股价突破1000美元创下历史新高，公司市值也首度超过1万亿美元。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351149/0\"/><p>特斯拉股价</p><p>值得关注的是，特斯拉目前是全球最高市值车企，同时也是第一个加入万亿美元公司精英俱乐部的汽车制造商，“俱乐部”其他成员包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>公司、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的母公司Alphabet。</p><p>这也让马斯克坐稳全球首富。据悉，马斯克大约三分之二的净资产直接与特斯拉的股票和期权挂钩，目前，马斯克身家已经达到了2886亿美元，约合1.84万亿人民币，超过亚马逊创始人杰夫·贝索斯，坐稳全球首富位置。</p><p>最新消息面上，全球最大的汽车租赁上市公司Hertz Global称将购买10万辆特斯拉，这一订单预计将给特斯拉带来42亿美元的收入。这一消息成为刺激特斯拉股价爆发的最直接原因，不过特斯拉的成长离不开中国市场，也离不开中国产业链的助力。</p><p>今日A股市场特斯拉概念股表现活跃，<a href=\"https://laohu8.com/S/002472\">双环传动</a>、<a href=\"https://laohu8.com/S/002384\">东山精密</a>、<a href=\"https://laohu8.com/S/002533\">金杯电工</a>等涨停。</p><p>A股特斯拉概念股10月26日早盘表现</p><p>金融界网特别汇总了六大券商梳理的特斯拉产业链公司情况，以供参考。</p><p><strong>特斯拉新能源汽车产业链概况：</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351151/0\"/><p>六大券商各自梳理的特斯拉产业链上市公司：</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351152/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351153/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351154/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351155/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351156/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351157/0\"/></article></body></html>","source":"tencent","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>万亿美元市值俱乐部首家车企！重磅订单助攻特斯拉收获历史性时刻，六大券商梳理A股产业链上市公司</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n万亿美元市值俱乐部首家车企！重磅订单助攻特斯拉收获历史性时刻，六大券商梳理A股产业链上市公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 11:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110261150097a010a9b&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：金融界网金融界网10月26日消息 周一美股市场暖意洋洋，三大股指集体收涨，其中道指、标普500指数创新高，与此同时，特斯拉也迎来自己的历史性时刻，当天特斯拉股票飙升近13％，股价突破1000美元创下历史新高，公司市值也首度超过1万亿美元。特斯拉股价值得关注的是，特斯拉目前是全球最高市值车企，同时也是第一个加入万亿美元公司精英俱乐部的汽车制造商，“俱乐部”其他成员包括苹果、亚马逊公司、微软和...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110261150097a010a9b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1da1808c476bfbe9388a4202f176a117","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110261150097a010a9b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2178447117","content_text":"来源：金融界网金融界网10月26日消息 周一美股市场暖意洋洋，三大股指集体收涨，其中道指、标普500指数创新高，与此同时，特斯拉也迎来自己的历史性时刻，当天特斯拉股票飙升近13％，股价突破1000美元创下历史新高，公司市值也首度超过1万亿美元。特斯拉股价值得关注的是，特斯拉目前是全球最高市值车企，同时也是第一个加入万亿美元公司精英俱乐部的汽车制造商，“俱乐部”其他成员包括苹果、亚马逊公司、微软和谷歌的母公司Alphabet。这也让马斯克坐稳全球首富。据悉，马斯克大约三分之二的净资产直接与特斯拉的股票和期权挂钩，目前，马斯克身家已经达到了2886亿美元，约合1.84万亿人民币，超过亚马逊创始人杰夫·贝索斯，坐稳全球首富位置。最新消息面上，全球最大的汽车租赁上市公司Hertz Global称将购买10万辆特斯拉，这一订单预计将给特斯拉带来42亿美元的收入。这一消息成为刺激特斯拉股价爆发的最直接原因，不过特斯拉的成长离不开中国市场，也离不开中国产业链的助力。今日A股市场特斯拉概念股表现活跃，双环传动、东山精密、金杯电工等涨停。A股特斯拉概念股10月26日早盘表现金融界网特别汇总了六大券商梳理的特斯拉产业链公司情况，以供参考。特斯拉新能源汽车产业链概况：六大券商各自梳理的特斯拉产业链上市公司：","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851311489,"gmtCreate":1634869388449,"gmtModify":1634869388712,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[冷漠]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[冷漠]&nbsp;","text":"$Tesla Motors(TSLA)$[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851311489","repostId":"853453806","repostType":1,"repost":{"id":853453806,"gmtCreate":1634830761934,"gmtModify":1634866566845,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"htmlText":"瑞穗：将特斯拉(TSLA.O)目标价上调至950美元 维持买入评级<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>瑞穗分析师Vijay Rakesh将对特斯拉(TSLA.O)的目标价从825美元上调至950美元，并维持对该股的买入评级。Rakesh在一份研究报告中告诉投资者，即使特斯拉斯拉有强大的能力降低成本，管理层仍表示注意到了供应链方面的限制和商品成本的上升。另外，4680电池仍处于测试阶段。该分析师继续看好特斯拉定位，称其将在电动汽车驾驶方面实现长期增长。","listText":"瑞穗：将特斯拉(TSLA.O)目标价上调至950美元 维持买入评级<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>瑞穗分析师Vijay Rakesh将对特斯拉(TSLA.O)的目标价从825美元上调至950美元，并维持对该股的买入评级。Rakesh在一份研究报告中告诉投资者，即使特斯拉斯拉有强大的能力降低成本，管理层仍表示注意到了供应链方面的限制和商品成本的上升。另外，4680电池仍处于测试阶段。该分析师继续看好特斯拉定位，称其将在电动汽车驾驶方面实现长期增长。","text":"瑞穗：将特斯拉(TSLA.O)目标价上调至950美元 维持买入评级$特斯拉(TSLA)$瑞穗分析师Vijay Rakesh将对特斯拉(TSLA.O)的目标价从825美元上调至950美元，并维持对该股的买入评级。Rakesh在一份研究报告中告诉投资者，即使特斯拉斯拉有强大的能力降低成本，管理层仍表示注意到了供应链方面的限制和商品成本的上升。另外，4680电池仍处于测试阶段。该分析师继续看好特斯拉定位，称其将在电动汽车驾驶方面实现长期增长。","images":[{"img":"https://static.tigerbbs.com/b3a7e3cd0cffd0c82c503f1047f71cce","width":"414","height":"322"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853453806","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853153157,"gmtCreate":1634781839552,"gmtModify":1634781840504,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[胜利]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[胜利]&nbsp;","text":"$Tesla Motors(TSLA)$[胜利]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853153157","repostId":"853114072","repostType":1,"repost":{"id":853114072,"gmtCreate":1634779481867,"gmtModify":1634779615718,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"特斯拉高管解读财报，马斯克首次缺席电话会议","htmlText":"美股研究社获悉，据凤凰网财经消息，<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp; CEO 埃隆・马斯克 (Elon Musk) 周三首次没有出席特斯拉财报电话会议，成为美国少有的几位不参加这一例行仪式的顶级高管之一。马斯克在 7 月份的电话会议上已表示，未来他不一定要出席电话会议，除非“有非常重要的事情需要我来宣布”。在电话会议上，特斯拉CFO扎克·柯克霍恩表示，特斯拉已经实现了每年100万辆汽车的年化生产效率。虽然Model S和Model X需要一些时间才能恢复到以前的产量，但他很乐观。他补充说，尽管特斯拉的交付量几乎翻了一番，但其仍面临供应链短缺的严峻挑战，工厂仍未能满负荷生产。在储能方面，Powerwall和Megapack的生产越来越好，4680电池的生产也取得了一些进展，明年初将交付首批配备4680电池的汽车。同时，Model S也恢复了正毛利率。对于备受关注的价值2.5万美元的汽车，特斯拉表示，这款车型正在研发中心，估计仍有望在2023年发布。然而，就目前而言，由于产能有限，特斯拉主要专注于Cybertruck和Model Y等车辆的生产。至于监管可能收紧有关，特斯拉高级副总裁Andrew Baglino指出，特斯拉正在与美国的安全监管机构合作。他表示，特斯拉将安全作为其汽车开发的关键支柱，真正能做的就是尽可能透明。“我们期待并接受这种审查。我们将安全视为重中之重。我们将继续对我们的软件开发方式保持透明。”在被问及最新的保险业务时，特斯拉方面表示，现在的保险根据一些有限的数据制定保险价格，这就导致守规矩的司机在为高风险的司机分担保险费用，这并不公平。目前看来，特斯拉的安全评分系统正在发挥作用。已有约有15万辆汽车使用这一安全评分系统，值得注意的是，使用安全评分系","listText":"美股研究社获悉，据凤凰网财经消息，<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp; CEO 埃隆・马斯克 (Elon Musk) 周三首次没有出席特斯拉财报电话会议，成为美国少有的几位不参加这一例行仪式的顶级高管之一。马斯克在 7 月份的电话会议上已表示，未来他不一定要出席电话会议，除非“有非常重要的事情需要我来宣布”。在电话会议上，特斯拉CFO扎克·柯克霍恩表示，特斯拉已经实现了每年100万辆汽车的年化生产效率。虽然Model S和Model X需要一些时间才能恢复到以前的产量，但他很乐观。他补充说，尽管特斯拉的交付量几乎翻了一番，但其仍面临供应链短缺的严峻挑战，工厂仍未能满负荷生产。在储能方面，Powerwall和Megapack的生产越来越好，4680电池的生产也取得了一些进展，明年初将交付首批配备4680电池的汽车。同时，Model S也恢复了正毛利率。对于备受关注的价值2.5万美元的汽车，特斯拉表示，这款车型正在研发中心，估计仍有望在2023年发布。然而，就目前而言，由于产能有限，特斯拉主要专注于Cybertruck和Model Y等车辆的生产。至于监管可能收紧有关，特斯拉高级副总裁Andrew Baglino指出，特斯拉正在与美国的安全监管机构合作。他表示，特斯拉将安全作为其汽车开发的关键支柱，真正能做的就是尽可能透明。“我们期待并接受这种审查。我们将安全视为重中之重。我们将继续对我们的软件开发方式保持透明。”在被问及最新的保险业务时，特斯拉方面表示，现在的保险根据一些有限的数据制定保险价格，这就导致守规矩的司机在为高风险的司机分担保险费用，这并不公平。目前看来，特斯拉的安全评分系统正在发挥作用。已有约有15万辆汽车使用这一安全评分系统，值得注意的是，使用安全评分系","text":"美股研究社获悉，据凤凰网财经消息，$特斯拉(TSLA)$ CEO 埃隆・马斯克 (Elon Musk) 周三首次没有出席特斯拉财报电话会议，成为美国少有的几位不参加这一例行仪式的顶级高管之一。马斯克在 7 月份的电话会议上已表示，未来他不一定要出席电话会议，除非“有非常重要的事情需要我来宣布”。在电话会议上，特斯拉CFO扎克·柯克霍恩表示，特斯拉已经实现了每年100万辆汽车的年化生产效率。虽然Model S和Model X需要一些时间才能恢复到以前的产量，但他很乐观。他补充说，尽管特斯拉的交付量几乎翻了一番，但其仍面临供应链短缺的严峻挑战，工厂仍未能满负荷生产。在储能方面，Powerwall和Megapack的生产越来越好，4680电池的生产也取得了一些进展，明年初将交付首批配备4680电池的汽车。同时，Model S也恢复了正毛利率。对于备受关注的价值2.5万美元的汽车，特斯拉表示，这款车型正在研发中心，估计仍有望在2023年发布。然而，就目前而言，由于产能有限，特斯拉主要专注于Cybertruck和Model Y等车辆的生产。至于监管可能收紧有关，特斯拉高级副总裁Andrew 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Global, Inc.(COIN)$</a><a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>19 Nov,&nbsp;a memorable day&nbsp;for my investing journey in US market&nbsp;[龇牙]&nbsp;I believe in HODL'ing&nbsp; 💎👐💎 good companies by DCA is the best way to&nbsp;grow my FIRE&nbsp;portfolio&nbsp;[正经]&nbsp; I'm lucky that I'm doing pretty well till today&nbsp;[真香]&nbsp;Of course, the investing journey is like riding on&nbsp;roller coaster 🎢 Keep learning to build conviction and i will be able to ride through the storm 🌤&nbsp;$T1mes in the market&nbsp;&nbsp;[胜利]&nbsp;NOT timing the market&nbsp;[抱拳]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>19 Nov,&nbsp;a memorable day&nbsp;for my investing journey in US market&nbsp;[龇牙]&nbsp;I believe in HODL'ing&nbsp; 💎👐💎 good companies by DCA is the best way to&nbsp;grow my FIRE&nbsp;portfolio&nbsp;[正经]&nbsp; I'm lucky that I'm doing pretty well till today&nbsp;[真香]&nbsp;Of course, the investing journey is like riding on&nbsp;roller coaster 🎢 Keep learning to build conviction and i will be able to ride through the storm 🌤&nbsp;$T1mes in the market&nbsp;&nbsp;[胜利]&nbsp;NOT timing the market&nbsp;[抱拳]&nbsp;","text":"$Tesla Motors(TSLA)$$Coinbase Global, Inc.(COIN)$$Apple(AAPL)$19 Nov, a memorable day for my investing journey in US market [龇牙] I believe in HODL'ing 💎👐💎 good companies by DCA is the best way to grow my FIRE portfolio [正经] I'm lucky that I'm doing pretty well till today [真香] Of course, the investing journey is like riding on roller coaster 🎢 Keep learning to build conviction and i will be able to ride through the storm 🌤 $T1mes in the market [胜利] NOT timing the market [抱拳]","images":[{"img":"https://static.tigerbbs.com/309470db58a21530e9f0db340ceaa4c8","width":"1440","height":"1409"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/872057428","isVote":1,"tweetType":1,"viewCount":1846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":352817830,"gmtCreate":1616927374020,"gmtModify":1634523509001,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[强]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[强]&nbsp;","text":"$Tesla Motors(TSLA)$[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/352817830","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","kind":"news","pubTimestamp":1616772179,"share":"https://www.laohu8.com/m/news/1111192234?lang=zh_CN&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度再过几天就结束了。这意味着汽车制造商的更多交付数据即将发布。对于投资者来说，这些数字将比平时更重要。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等估值高、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车(GM)和福特汽车(F)最近都意外停工，并称芯片问题是2021年10亿美元利润的阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到了这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给特斯拉或任何其他快速增长的电动汽车制造商一个通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不仁慈。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>电动汽车制造商蔚来（蔚来）将第一季度交付量指引从约20,250辆下调至约19,500辆，该公司股价在周五交易中下跌超过6%。蔚来管理层以芯片短缺为由，将从3月29日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉，华尔街正在寻找3月份交付的约16.2万辆汽车。这低于峰值估计的约183,000辆。分析师似乎正在减少数量，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约18.1万辆汽车。分析师预计2021年全年汽车交付量将接近80万辆，同比增长约60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>RBC分析师Joe Spak预测第一季度交付量为17万辆，同比增长90%以上。他还预测，本季度特斯拉将在加州生产96,000辆汽车，在中国生产74,000辆汽车。斯帕克在周四的一份报告中写道：“共识[估计]看起来基本合理。”“我们确实在寻找最新消息，以了解semi短缺如何影响特斯拉——就像它对行业其他部门一样。”他认为，由于芯片的原因，预期存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak将特斯拉股票评级为持有，目标价为725美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。利率上升主要以两种方式影响成长型股票。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在遥远的未来产生的。相对而言，当投资者今天可以用现金赚取更高的利率时，现金流的价值就会低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在2020年上涨超过740%后，今年迄今已下跌约10%。周五早盘交易中，股价下跌0.9%，至634.40美元。标准普尔500指数上涨约0.7%。</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>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</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\">\nTesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-26 23:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度再过几天就结束了。这意味着汽车制造商的更多交付数据即将发布。对于投资者来说，这些数字将比平时更重要。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等估值高、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车(GM)和福特汽车(F)最近都意外停工，并称芯片问题是2021年10亿美元利润的阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到了这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给特斯拉或任何其他快速增长的电动汽车制造商一个通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不仁慈。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>电动汽车制造商蔚来（蔚来）将第一季度交付量指引从约20,250辆下调至约19,500辆，该公司股价在周五交易中下跌超过6%。蔚来管理层以芯片短缺为由，将从3月29日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉，华尔街正在寻找3月份交付的约16.2万辆汽车。这低于峰值估计的约183,000辆。分析师似乎正在减少数量，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约18.1万辆汽车。分析师预计2021年全年汽车交付量将接近80万辆，同比增长约60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>RBC分析师Joe Spak预测第一季度交付量为17万辆，同比增长90%以上。他还预测，本季度特斯拉将在加州生产96,000辆汽车，在中国生产74,000辆汽车。斯帕克在周四的一份报告中写道：“共识[估计]看起来基本合理。”“我们确实在寻找最新消息，以了解semi短缺如何影响特斯拉——就像它对行业其他部门一样。”他认为，由于芯片的原因，预期存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak将特斯拉股票评级为持有，目标价为725美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。利率上升主要以两种方式影响成长型股票。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在遥远的未来产生的。相对而言，当投资者今天可以用现金赚取更高的利率时，现金流的价值就会低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在2020年上涨超过740%后，今年迄今已下跌约10%。周五早盘交易中，股价下跌0.9%，至634.40美元。标准普尔500指数上涨约0.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160086256,"gmtCreate":1623766622175,"gmtModify":1634028633137,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>[正经]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>[正经]&nbsp;","text":"$AMC Entertainment(AMC)$[正经]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/160086256","repostId":"2143680756","repostType":2,"repost":{"id":"2143680756","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623754913,"share":"https://www.laohu8.com/m/news/2143680756?lang=zh_CN&edition=full","pubTime":"2021-06-15 19:01","market":"us","language":"en","title":"AMC short sellers lost $488 mln after Monday's rally - Ortex<blockquote>AMC卖空者在周一上涨后损失了4.88亿美元-Ortex</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2143680756","media":"Reuters","summary":"June 15 (Reuters) - Investors shorting \"meme stock\" AMC Entertainment    are estimated to have lost ","content":"<p><html><body>June 15 (Reuters) - Investors shorting \"meme stock\" AMC Entertainment    are estimated to have lost about $488 million on Monday after a rally that sent the cinema operator's shares up more than 15%, data from financial analytics firm Ortex showed.</p><p><blockquote><html><body>路透6月15日-金融分析公司Ortex的数据显示，周一做空“模因股票”AMC院线的投资者估计损失了约4.88亿美元，此前该影院运营商的股价上涨了15%以上。</body></html></blockquote></p><p>   By contrast, AMC short-sellers suffered $1.2 billion in mark-to-market losses for the week to May 28, when small-time traders on online discussion groups sent the stock up about 116%, triggering a phenomenon known as a \"short squeeze\".</p><p><blockquote>相比之下，截至5月28日当周，AMC卖空者按市值计算遭受了12亿美元的损失，当时在线讨论组上的小型交易员将该股推高了约116%，引发了一种被称为“轧空”的现象。</blockquote></p><p>   AMC shares were down 0.1% in premarket trading on Tuesday. The stock has surged more than 2,500% so far this year.</p><p><blockquote>AMC股价周二盘前交易中下跌0.1%。今年迄今为止，该股已飙升超过2,500%。</blockquote></p><p> (Reporting by Sagarika Jaisinghani in Bengaluru and Sujata Rao in London; Editing by Anil D'Silva)</p><p><blockquote>（Sagarika Jaisinghani在班加罗尔和Sujata Rao在伦敦报道；Anil D'Silva编辑）</blockquote></p><p>((sagarika.jaisinghani@thomsonreuters.com;))</p><p><blockquote>（（sagarika.jaisinghani@thomsonreuters.com；））</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC short sellers lost $488 mln after Monday's rally - Ortex<blockquote>AMC卖空者在周一上涨后损失了4.88亿美元-Ortex</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\">\nAMC short sellers lost $488 mln after Monday's rally - Ortex<blockquote>AMC卖空者在周一上涨后损失了4.88亿美元-Ortex</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time smaller\">2021-06-15 19:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>June 15 (Reuters) - Investors shorting \"meme stock\" AMC Entertainment    are estimated to have lost about $488 million on Monday after a rally that sent the cinema operator's shares up more than 15%, data from financial analytics firm Ortex showed.</p><p><blockquote><html><body>路透6月15日-金融分析公司Ortex的数据显示，周一做空“模因股票”AMC院线的投资者估计损失了约4.88亿美元，此前该影院运营商的股价上涨了15%以上。</body></html></blockquote></p><p>   By contrast, AMC short-sellers suffered $1.2 billion in mark-to-market losses for the week to May 28, when small-time traders on online discussion groups sent the stock up about 116%, triggering a phenomenon known as a \"short squeeze\".</p><p><blockquote>相比之下，截至5月28日当周，AMC卖空者按市值计算遭受了12亿美元的损失，当时在线讨论组上的小型交易员将该股推高了约116%，引发了一种被称为“轧空”的现象。</blockquote></p><p>   AMC shares were down 0.1% in premarket trading on Tuesday. The stock has surged more than 2,500% so far this year.</p><p><blockquote>AMC股价周二盘前交易中下跌0.1%。今年迄今为止，该股已飙升超过2,500%。</blockquote></p><p> (Reporting by Sagarika Jaisinghani in Bengaluru and Sujata Rao in London; Editing by Anil D'Silva)</p><p><blockquote>（Sagarika Jaisinghani在班加罗尔和Sujata Rao在伦敦报道；Anil D'Silva编辑）</blockquote></p><p>((sagarika.jaisinghani@thomsonreuters.com;))</p><p><blockquote>（（sagarika.jaisinghani@thomsonreuters.com；））</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143680756","content_text":"June 15 (Reuters) - Investors shorting \"meme stock\" AMC Entertainment    are estimated to have lost about $488 million on Monday after a rally that sent the cinema operator's shares up more than 15%, data from financial analytics firm Ortex showed.   By contrast, AMC short-sellers suffered $1.2 billion in mark-to-market losses for the week to May 28, when small-time traders on online discussion groups sent the stock up about 116%, triggering a phenomenon known as a \"short squeeze\".   AMC shares were down 0.1% in premarket trading on Tuesday. The stock has surged more than 2,500% so far this year. (Reporting by Sagarika Jaisinghani in Bengaluru and Sujata Rao in London; Editing by Anil D'Silva)((sagarika.jaisinghani@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698170572,"gmtCreate":1640327610074,"gmtModify":1640328385419,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"Please vote for&nbsp;<a href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a>I'm just a follower who learns alot from all the articles he shared. He deserve to be the Top 1&nbsp;[Salute]&nbsp;&nbsp;加油<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>","listText":"Please vote for&nbsp;<a href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a>I'm just a follower who learns alot from all the articles he shared. He deserve to be the Top 1&nbsp;[Salute]&nbsp;&nbsp;加油<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>","text":"Please vote for @谋定后动I'm just a follower who learns alot from all the articles he shared. He deserve to be the Top 1 [Salute] 加油$Tesla Motors(TSLA)$$Coinbase Global, Inc.(COIN)$$Meta Platforms, Inc.(FB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698170572","repostId":"605157875","repostType":1,"repost":{"id":605157875,"gmtCreate":1639134366092,"gmtModify":1639139745978,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"2021 Most Popular Author Voting: Who are Tiger Stars of the Year?","htmlText":"Welcome to voting for Tiger Stars&nbsp;(the Most Popular Authors) of 2021 in the Tiger Community!&nbsp;&nbsp; How time flies! 2021 is coming to the end. During this year, many Tigers in our community have published a lot of excellent posts in various forms, and all their contents are very informative and impressive. We really appreciate everyone's contribution! Among those authors, whose contents do you find are the most helpful to your investing? And who is your favourite?&nbsp; It's now time to express your gratitude to them! Vote for your 3 favourite authors, and you stand a chance to win Tiger coins! First, let's congratulate these 20 authors, who are selected as the nominees for the 2021 Most Popular Author, and will be awarded a New Year 2022 Tiger Desk Calendar!&nbsp;Who will be thi","listText":"Welcome to voting for Tiger Stars&nbsp;(the Most Popular Authors) of 2021 in the Tiger Community!&nbsp;&nbsp; How time flies! 2021 is coming to the end. During this year, many Tigers in our community have published a lot of excellent posts in various forms, and all their contents are very informative and impressive. We really appreciate everyone's contribution! Among those authors, whose contents do you find are the most helpful to your investing? And who is your favourite?&nbsp; It's now time to express your gratitude to them! Vote for your 3 favourite authors, and you stand a chance to win Tiger coins! First, let's congratulate these 20 authors, who are selected as the nominees for the 2021 Most Popular Author, and will be awarded a New Year 2022 Tiger Desk Calendar!&nbsp;Who will be thi","text":"Welcome to voting for Tiger Stars (the Most Popular Authors) of 2021 in the Tiger Community! How time flies! 2021 is coming to the end. During this year, many Tigers in our community have published a lot of excellent posts in various forms, and all their contents are very informative and impressive. We really appreciate everyone's contribution! Among those authors, whose contents do you find are the most helpful to your investing? And who is your favourite? It's now time to express your gratitude to them! Vote for your 3 favourite authors, and you stand a chance to win Tiger coins! First, let's congratulate these 20 authors, who are selected as the nominees for the 2021 Most Popular Author, and will be awarded a New Year 2022 Tiger Desk Calendar! Who will be thi","images":[{"img":"https://static.tigerbbs.com/b8ff522447746c1b7948eccc741079ef","width":"1430","height":"1985"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605157875","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1624,"gmtBegin":1639134488364,"gmtEnd":1640966399178,"type":1,"upper":3,"title":"Your Favorite Author","choices":[{"id":6010,"sort":1,"name":"3Fs","userSize":38,"voted":false},{"id":6011,"sort":2,"name":"奇奇qiqi","userSize":17,"voted":false},{"id":6012,"sort":3,"name":"wywy","userSize":12,"voted":false},{"id":6013,"sort":4,"name":"Hazelle_TJI","userSize":19,"voted":false},{"id":6014,"sort":5,"name":"Hopehope赋予希望","userSize":27,"voted":false},{"id":6015,"sort":6,"name":"koolgal","userSize":49,"voted":false},{"id":6016,"sort":7,"name":"许智玮","userSize":17,"voted":false},{"id":6017,"sort":8,"name":"WYCKOFFPRO","userSize":6,"voted":false},{"id":6018,"sort":9,"name":"JayceLee","userSize":10,"voted":false},{"id":6019,"sort":10,"name":"greenhorse绿马","userSize":5,"voted":false},{"id":6020,"sort":11,"name":"Wayneqq","userSize":14,"voted":false},{"id":6021,"sort":12,"name":"KYHBKO","userSize":6,"voted":false},{"id":6022,"sort":13,"name":"Eldenminaj","userSize":2,"voted":false},{"id":6023,"sort":14,"name":"MilkTeaBro","userSize":9,"voted":false},{"id":6024,"sort":15,"name":"oldwen","userSize":6,"voted":false},{"id":6025,"sort":16,"name":"jayc","userSize":7,"voted":false},{"id":6026,"sort":17,"name":"CY_Ng","userSize":22,"voted":false},{"id":6027,"sort":18,"name":"谋定后动","userSize":37,"voted":false},{"id":6028,"sort":19,"name":"全职业余韭菜","userSize":9,"voted":false},{"id":6029,"sort":20,"name":"mark01bravz","userSize":3,"voted":false}]},"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318687195,"gmtCreate":1611850816717,"gmtModify":1703755225344,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>🥳","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>🥳","text":"$Apple(AAPL)$🥳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/318687195","repostId":"1181346723","repostType":2,"repost":{"id":"1181346723","kind":"news","pubTimestamp":1611820093,"share":"https://www.laohu8.com/m/news/1181346723?lang=zh_CN&edition=full","pubTime":"2021-01-28 15:48","market":"us","language":"en","title":"Apple Smashes Q1 Earnings Forecast on Surging China Sales<blockquote>苹果因在华销量飙升而打破第一季度盈利预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181346723","media":"The street","summary":"Apple saw a 57% surge in China sales over the December quarter, helping drive a record top line and much stronger-than-expected first quarter earnings.Apple Inc.  -Get Report posted stronger-than-expected first quarter earnings Wednesday, and its first print of revenues over $100 million, thanks in part to surging China sales and demand for its new iPhone 12.Greater China revenues surged 57% to $21.3 billion, Apple said, helping iPhone revenues rise 17% to an all-time high of $65.5 billion, than","content":"<p>Apple saw a 57% surge in China sales over the December quarter, helping drive a record top line and much stronger-than-expected first quarter earnings.</p><p><blockquote>苹果去年12月季度在华销售额激增57%，帮助推动了创纪录的营收和远强于预期的第一季度盈利。</blockquote></p><p>Apple Inc.&nbsp;(<b>AAPL</b>) -Get Report&nbsp;posted stronger-than-expected first quarter earnings Wednesday, and its first print of revenues over $100 million, thanks in part to surging China sales and demand for its new iPhone 12.</p><p><blockquote>苹果公司（<b>AAPL</b>)-Get Report周三公布了强于预期的第一季度收益，首次公布的收入超过1亿美元，部分原因是中国销量和对新款iPhone 12的需求激增。</blockquote></p><p>Apple said profits for the three months ending in December, the tech giant's fiscal first quarter, were pegged at $1.68 per share, up 34.4% from the same period last year and well ahead of the Street consensus forecast of $1.41. Group revenues, Apple said, rose 21% from last year to a record $111.44 billion, again topping analysts' estimates of a $103.3 billion tally.</p><p><blockquote>苹果表示，这家科技巨头第一财季截至12月的三个月利润为每股1.68美元，比去年同期增长34.4%，远高于华尔街普遍预测的1.41美元。苹果表示，集团收入较去年增长21%，达到创纪录的1,114.4亿美元，再次超过分析师预期的1,033亿美元。</blockquote></p><p>Greater China revenues surged 57% to $21.3 billion, Apple said, helping iPhone revenues rise 17% to an all-time high of $65.5 billion, thanks in part to the launch of its new iPhone 12 suite of smartphones late last year amid COVID-related disruptions to its global brick-and-mortar network of stores. Services revenue rose 24.2% to $15.8 billion, Apple said, with more than 620 million subscribers across all of its platforms.</p><p><blockquote>苹果表示，大中华区收入飙升57%，达到213亿美元，帮助iPhone收入增长17%，达到655亿美元的历史新高，部分原因是去年年底在新冠疫情期间推出了新的iPhone 12智能手机套件-其全球实体商店网络受到干扰。苹果表示，服务收入增长24.2%，达到158亿美元，其所有平台的用户超过6.2亿。</blockquote></p><p>Looking into the three months ending in March, Apple said its sees revenue growing on an year-on-year basis, but declined to provide detailed guidance for either sales or bottom line earnings. Gross margins, Apple said, will likely be flat on a quarter-to-quarter basis.</p><p><blockquote>展望截至3月份的三个月，苹果表示，其收入将同比增长，但拒绝提供销售或净利润的详细指导。苹果表示，毛利率可能会环比持平。</blockquote></p><p>“This quarter for Apple wouldn’t have been possible without the tireless and innovative work of every Apple team member worldwide,” said CEO Tim Cook. “We’re gratified by the enthusiastic customer response to the unmatched line of cutting-edge products that we delivered across a historic holiday season.\"</p><p><blockquote>首席执行官蒂姆·库克(Tim Cook)表示：“如果没有全球每一位苹果团队成员不懈的创新工作，苹果本季度就不可能实现。”“我们对客户对我们在历史性的假期期间提供的无与伦比的尖端产品系列的热情反应感到满意。”</blockquote></p><p>Apple shares were marked 2% lower in after hours trading immediately following the earnings release to indicate a Thursday opening bell price of $139.30 each, a move that would trim the stock's six-month gain to around 49%.</p><p><blockquote>财报发布后，苹果股价在盘后交易中立即下跌2%，周四开盘价为每股139.30美元，此举将使该股六个月涨幅降至49%左右。</blockquote></p><p>Mac sales, Apple said, rose 21.2% to $8.68 billion, while sales from its wearables, home and accessories division jumped 30% to $13 billion, \"driven by holiday demand for the latest Apple watch,\" Cook said. iPad sales were up an astonishing 41% to $8.44 billion.</p><p><blockquote>苹果表示，Mac的销售额增长了21.2%，达到86.8亿美元，而其可穿戴设备、家居和配件部门的销售额增长了30%，达到130亿美元，“这是由最新款苹果手表的假日需求推动的”。iPad销售额惊人地增长了41%，达到84.4亿美元。</blockquote></p><p>“Our December quarter business performance was fueled by double-digit growth in each product category, which drove all-time revenue records in each of our geographic segments and an all-time high for our installed base of active devices,” said CFO Luca Maestri. “These results helped us generate record operating cash flow of $38.8 billion. We also returned over $30 billion to shareholders during the quarter as we maintain our target of reaching a net cash neutral position over time.</p><p><blockquote>首席财务官卢卡·马埃斯特里(Luca Maestri)表示：“我们12月份季度的业务业绩受到每个产品类别两位数增长的推动，这推动了我们每个地理区域的收入创下历史新高。”“这些业绩帮助我们产生了创纪录的388亿美元运营现金流。我们还在本季度向股东返还了超过300亿美元，因为我们维持了随着时间的推移达到净现金中性头寸的目标。</blockquote></p><p>Cook said the gains helped lift its total installed base of devices past 1.65 billion, with more than 1 billion iPhones active and outstanding and records in each of its project categories.</p><p><blockquote>库克表示，这些收益帮助其设备总安装量超过16.5亿部，其中活跃和未售出的iPhone超过10亿部，并在每个项目类别中都创下了记录。</blockquote></p><p></p>","source":"lsy1610613172068","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>Apple Smashes Q1 Earnings Forecast on Surging China Sales<blockquote>苹果因在华销量飙升而打破第一季度盈利预期</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\">\nApple Smashes Q1 Earnings Forecast on Surging China Sales<blockquote>苹果因在华销量飙升而打破第一季度盈利预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The street</strong><span class=\"h-time small\">2021-01-28 15:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple saw a 57% surge in China sales over the December quarter, helping drive a record top line and much stronger-than-expected first quarter earnings.</p><p><blockquote>苹果去年12月季度在华销售额激增57%，帮助推动了创纪录的营收和远强于预期的第一季度盈利。</blockquote></p><p>Apple Inc.&nbsp;(<b>AAPL</b>) -Get Report&nbsp;posted stronger-than-expected first quarter earnings Wednesday, and its first print of revenues over $100 million, thanks in part to surging China sales and demand for its new iPhone 12.</p><p><blockquote>苹果公司（<b>AAPL</b>)-Get Report周三公布了强于预期的第一季度收益，首次公布的收入超过1亿美元，部分原因是中国销量和对新款iPhone 12的需求激增。</blockquote></p><p>Apple said profits for the three months ending in December, the tech giant's fiscal first quarter, were pegged at $1.68 per share, up 34.4% from the same period last year and well ahead of the Street consensus forecast of $1.41. Group revenues, Apple said, rose 21% from last year to a record $111.44 billion, again topping analysts' estimates of a $103.3 billion tally.</p><p><blockquote>苹果表示，这家科技巨头第一财季截至12月的三个月利润为每股1.68美元，比去年同期增长34.4%，远高于华尔街普遍预测的1.41美元。苹果表示，集团收入较去年增长21%，达到创纪录的1,114.4亿美元，再次超过分析师预期的1,033亿美元。</blockquote></p><p>Greater China revenues surged 57% to $21.3 billion, Apple said, helping iPhone revenues rise 17% to an all-time high of $65.5 billion, thanks in part to the launch of its new iPhone 12 suite of smartphones late last year amid COVID-related disruptions to its global brick-and-mortar network of stores. Services revenue rose 24.2% to $15.8 billion, Apple said, with more than 620 million subscribers across all of its platforms.</p><p><blockquote>苹果表示，大中华区收入飙升57%，达到213亿美元，帮助iPhone收入增长17%，达到655亿美元的历史新高，部分原因是去年年底在新冠疫情期间推出了新的iPhone 12智能手机套件-其全球实体商店网络受到干扰。苹果表示，服务收入增长24.2%，达到158亿美元，其所有平台的用户超过6.2亿。</blockquote></p><p>Looking into the three months ending in March, Apple said its sees revenue growing on an year-on-year basis, but declined to provide detailed guidance for either sales or bottom line earnings. Gross margins, Apple said, will likely be flat on a quarter-to-quarter basis.</p><p><blockquote>展望截至3月份的三个月，苹果表示，其收入将同比增长，但拒绝提供销售或净利润的详细指导。苹果表示，毛利率可能会环比持平。</blockquote></p><p>“This quarter for Apple wouldn’t have been possible without the tireless and innovative work of every Apple team member worldwide,” said CEO Tim Cook. “We’re gratified by the enthusiastic customer response to the unmatched line of cutting-edge products that we delivered across a historic holiday season.\"</p><p><blockquote>首席执行官蒂姆·库克(Tim Cook)表示：“如果没有全球每一位苹果团队成员不懈的创新工作，苹果本季度就不可能实现。”“我们对客户对我们在历史性的假期期间提供的无与伦比的尖端产品系列的热情反应感到满意。”</blockquote></p><p>Apple shares were marked 2% lower in after hours trading immediately following the earnings release to indicate a Thursday opening bell price of $139.30 each, a move that would trim the stock's six-month gain to around 49%.</p><p><blockquote>财报发布后，苹果股价在盘后交易中立即下跌2%，周四开盘价为每股139.30美元，此举将使该股六个月涨幅降至49%左右。</blockquote></p><p>Mac sales, Apple said, rose 21.2% to $8.68 billion, while sales from its wearables, home and accessories division jumped 30% to $13 billion, \"driven by holiday demand for the latest Apple watch,\" Cook said. iPad sales were up an astonishing 41% to $8.44 billion.</p><p><blockquote>苹果表示，Mac的销售额增长了21.2%，达到86.8亿美元，而其可穿戴设备、家居和配件部门的销售额增长了30%，达到130亿美元，“这是由最新款苹果手表的假日需求推动的”。iPad销售额惊人地增长了41%，达到84.4亿美元。</blockquote></p><p>“Our December quarter business performance was fueled by double-digit growth in each product category, which drove all-time revenue records in each of our geographic segments and an all-time high for our installed base of active devices,” said CFO Luca Maestri. “These results helped us generate record operating cash flow of $38.8 billion. We also returned over $30 billion to shareholders during the quarter as we maintain our target of reaching a net cash neutral position over time.</p><p><blockquote>首席财务官卢卡·马埃斯特里(Luca Maestri)表示：“我们12月份季度的业务业绩受到每个产品类别两位数增长的推动，这推动了我们每个地理区域的收入创下历史新高。”“这些业绩帮助我们产生了创纪录的388亿美元运营现金流。我们还在本季度向股东返还了超过300亿美元，因为我们维持了随着时间的推移达到净现金中性头寸的目标。</blockquote></p><p>Cook said the gains helped lift its total installed base of devices past 1.65 billion, with more than 1 billion iPhones active and outstanding and records in each of its project categories.</p><p><blockquote>库克表示，这些收益帮助其设备总安装量超过16.5亿部，其中活跃和未售出的iPhone超过10亿部，并在每个项目类别中都创下了记录。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/apple-smashes-q1-earnings-forecast-on-surging-china-sales\">The street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/investing/apple-smashes-q1-earnings-forecast-on-surging-china-sales","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181346723","content_text":"Apple saw a 57% surge in China sales over the December quarter, helping drive a record top line and much stronger-than-expected first quarter earnings.Apple Inc. (AAPL) -Get Report posted stronger-than-expected first quarter earnings Wednesday, and its first print of revenues over $100 million, thanks in part to surging China sales and demand for its new iPhone 12.Apple said profits for the three months ending in December, the tech giant's fiscal first quarter, were pegged at $1.68 per share, up 34.4% from the same period last year and well ahead of the Street consensus forecast of $1.41. Group revenues, Apple said, rose 21% from last year to a record $111.44 billion, again topping analysts' estimates of a $103.3 billion tally.Greater China revenues surged 57% to $21.3 billion, Apple said, helping iPhone revenues rise 17% to an all-time high of $65.5 billion, thanks in part to the launch of its new iPhone 12 suite of smartphones late last year amid COVID-related disruptions to its global brick-and-mortar network of stores. Services revenue rose 24.2% to $15.8 billion, Apple said, with more than 620 million subscribers across all of its platforms.Looking into the three months ending in March, Apple said its sees revenue growing on an year-on-year basis, but declined to provide detailed guidance for either sales or bottom line earnings. Gross margins, Apple said, will likely be flat on a quarter-to-quarter basis.“This quarter for Apple wouldn’t have been possible without the tireless and innovative work of every Apple team member worldwide,” said CEO Tim Cook. “We’re gratified by the enthusiastic customer response to the unmatched line of cutting-edge products that we delivered across a historic holiday season.\"Apple shares were marked 2% lower in after hours trading immediately following the earnings release to indicate a Thursday opening bell price of $139.30 each, a move that would trim the stock's six-month gain to around 49%.Mac sales, Apple said, rose 21.2% to $8.68 billion, while sales from its wearables, home and accessories division jumped 30% to $13 billion, \"driven by holiday demand for the latest Apple watch,\" Cook said. iPad sales were up an astonishing 41% to $8.44 billion.“Our December quarter business performance was fueled by double-digit growth in each product category, which drove all-time revenue records in each of our geographic segments and an all-time high for our installed base of active devices,” said CFO Luca Maestri. “These results helped us generate record operating cash flow of $38.8 billion. We also returned over $30 billion to shareholders during the quarter as we maintain our target of reaching a net cash neutral position over time.Cook said the gains helped lift its total installed base of devices past 1.65 billion, with more than 1 billion iPhones active and outstanding and records in each of its project categories.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366804886,"gmtCreate":1614425705345,"gmtModify":1703477490118,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"Good 👍","listText":"Good 👍","text":"Good 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/366804886","repostId":"366137999","repostType":1,"repost":{"id":366137999,"gmtCreate":1614407688211,"gmtModify":1744796805808,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"ARK女神持仓每日跟踪｜2021年02月27日","htmlText":"ARK基金介绍凯瑟琳-伍德（Catherine Wood）女士，已经在金融和投资领域工作超过30年了。她于2013年创办方舟投资管理公司（ARK Investment Management）。作为创始人、首席执行官、首席投资官，她的投资绩效非常突出，重仓特斯拉一战是让她名声大振，也被很多人称为女巴菲特。由于ARK基金管理的ETF的业绩非常出色，ARK会公布每日持仓动作。2月27日，美股研究社整理该基金持仓动作如下：Bought:$SHOP / $ / $SI / $RPTX / $TDOC / $ONEM / $MASS / $SGFY / $BLI / $ADPT / $ACCD / $SHOP / $SQ / $TDOC / $PLTR / $TWTR / $TXG / $EXAS / $BIDU / $BEAM / $VUZI / $TRMB / $TER / $RAVN / $KTOS / $EXPC / $AONE / $ACIC / $SHOP / $SI / $SKLZ / $SPOT / $SQ / $PYPL / $PLTR / $OPEN / $JD / $TWTRSold：$TWST / $TMO / $RHHBY / $GOOGL / $CDNA / $TSM / $SNPS / $SNAP / $ICE / $NVS / $PINS / $REGN / $ROKU / $FLIR / $AMZN / $AAPL / $FB / $CRM / $BABA / $TCEHY / $AAPL社长点评：ARK卖出了几乎所有的大盘科技股，转而将仓位集中到增速更快的成长股，这毫无疑问增加了ARK基金未来的波动性。成长股对美债收益率涨跌更加敏感，如果持续上涨，这意味着ARK将面临更大回撤，朋友们或许这段时间尽量远离ARK重仓的公司。文章来源：美股研究社，转载请注","listText":"ARK基金介绍凯瑟琳-伍德（Catherine Wood）女士，已经在金融和投资领域工作超过30年了。她于2013年创办方舟投资管理公司（ARK Investment Management）。作为创始人、首席执行官、首席投资官，她的投资绩效非常突出，重仓特斯拉一战是让她名声大振，也被很多人称为女巴菲特。由于ARK基金管理的ETF的业绩非常出色，ARK会公布每日持仓动作。2月27日，美股研究社整理该基金持仓动作如下：Bought:$SHOP / $ / $SI / $RPTX / $TDOC / $ONEM / $MASS / $SGFY / $BLI / $ADPT / $ACCD / $SHOP / $SQ / $TDOC / $PLTR / $TWTR / $TXG / $EXAS / $BIDU / $BEAM / $VUZI / $TRMB / $TER / $RAVN / $KTOS / $EXPC / $AONE / $ACIC / $SHOP / $SI / $SKLZ / $SPOT / $SQ / $PYPL / $PLTR / $OPEN / $JD / $TWTRSold：$TWST / $TMO / $RHHBY / $GOOGL / $CDNA / $TSM / $SNPS / $SNAP / $ICE / $NVS / $PINS / $REGN / $ROKU / $FLIR / $AMZN / $AAPL / $FB / $CRM / $BABA / $TCEHY / $AAPL社长点评：ARK卖出了几乎所有的大盘科技股，转而将仓位集中到增速更快的成长股，这毫无疑问增加了ARK基金未来的波动性。成长股对美债收益率涨跌更加敏感，如果持续上涨，这意味着ARK将面临更大回撤，朋友们或许这段时间尽量远离ARK重仓的公司。文章来源：美股研究社，转载请注","text":"ARK基金介绍凯瑟琳-伍德（Catherine Wood）女士，已经在金融和投资领域工作超过30年了。她于2013年创办方舟投资管理公司（ARK Investment Management）。作为创始人、首席执行官、首席投资官，她的投资绩效非常突出，重仓特斯拉一战是让她名声大振，也被很多人称为女巴菲特。由于ARK基金管理的ETF的业绩非常出色，ARK会公布每日持仓动作。2月27日，美股研究社整理该基金持仓动作如下：Bought:$SHOP / $ / $SI / $RPTX / $TDOC / $ONEM / $MASS / $SGFY / $BLI / $ADPT / $ACCD / $SHOP / $SQ / $TDOC / $PLTR / $TWTR / $TXG / $EXAS / $BIDU / $BEAM / $VUZI / $TRMB / $TER / $RAVN / $KTOS / $EXPC / $AONE / $ACIC / $SHOP / $SI / $SKLZ / $SPOT / $SQ / $PYPL / $PLTR / $OPEN / $JD / $TWTRSold：$TWST / $TMO / $RHHBY / $GOOGL / $CDNA / $TSM / $SNPS / $SNAP / $ICE / $NVS / $PINS / $REGN / $ROKU / $FLIR / $AMZN / $AAPL / $FB / $CRM / $BABA / $TCEHY / $AAPL社长点评：ARK卖出了几乎所有的大盘科技股，转而将仓位集中到增速更快的成长股，这毫无疑问增加了ARK基金未来的波动性。成长股对美债收益率涨跌更加敏感，如果持续上涨，这意味着ARK将面临更大回撤，朋友们或许这段时间尽量远离ARK重仓的公司。文章来源：美股研究社，转载请注","images":[{"img":"https://static.tigerbbs.com/4690e5d999156e234d35b006a34280b1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366137999","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360723272,"gmtCreate":1613981109796,"gmtModify":1634551676178,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$</a>&nbsp;[看涨]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$</a>&nbsp;[看涨]&nbsp;","text":"$Baidu(BIDU)$ [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/360723272","repostId":"360718783","repostType":1,"repost":{"id":360718783,"gmtCreate":1613977487642,"gmtModify":1613977487642,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"搜索转型汽车推动百度价值重估，招银国际上调其目标价至377.8美元","htmlText":"智通财经APP获悉,<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>&nbsp;(BIDU.US)4Q20业绩稳健，收入/调整后每股收益同比+5%/-24%，高于市场一致预期1%/18%。由于广告反弹、非广告收入显著增长，1Q21E收入指引超预期5%。管理层指引非广告TAM为广告业务10倍。基于百度在智能驾驶、ASD技术(AVP，ANP)和AI Cloud上的进展，我们看好商业化落地加速的可预见性，有望拉动估值进一步释放。我们将其21/22E财年收入预测上调4%/10%，基于分布估值，目标价上调至377.8美元(源于TAM和智能驾驶估值提高)。 本文来源：美股研究社，转载请注明版权","listText":"智通财经APP获悉,<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>&nbsp;(BIDU.US)4Q20业绩稳健，收入/调整后每股收益同比+5%/-24%，高于市场一致预期1%/18%。由于广告反弹、非广告收入显著增长，1Q21E收入指引超预期5%。管理层指引非广告TAM为广告业务10倍。基于百度在智能驾驶、ASD技术(AVP，ANP)和AI Cloud上的进展，我们看好商业化落地加速的可预见性，有望拉动估值进一步释放。我们将其21/22E财年收入预测上调4%/10%，基于分布估值，目标价上调至377.8美元(源于TAM和智能驾驶估值提高)。 本文来源：美股研究社，转载请注明版权","text":"智通财经APP获悉,$百度(BIDU)$ (BIDU.US)4Q20业绩稳健，收入/调整后每股收益同比+5%/-24%，高于市场一致预期1%/18%。由于广告反弹、非广告收入显著增长，1Q21E收入指引超预期5%。管理层指引非广告TAM为广告业务10倍。基于百度在智能驾驶、ASD技术(AVP，ANP)和AI Cloud上的进展，我们看好商业化落地加速的可预见性，有望拉动估值进一步释放。我们将其21/22E财年收入预测上调4%/10%，基于分布估值，目标价上调至377.8美元(源于TAM和智能驾驶估值提高)。 本文来源：美股研究社，转载请注明版权","images":[{"img":"https://static.tigerbbs.com/46933b86681239bddb03a3fc97e937f4","width":"500","height":"333"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360718783","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387996680,"gmtCreate":1613706351640,"gmtModify":1634552567381,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[惊讶]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[惊讶]&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/387996680","repostId":"1107899645","repostType":2,"repost":{"id":"1107899645","kind":"news","pubTimestamp":1613704060,"share":"https://www.laohu8.com/m/news/1107899645?lang=zh_CN&edition=full","pubTime":"2021-02-19 11:07","market":"us","language":"en","title":"Palantir stock slumps as lockup expiration opens 80% of shares for trading<blockquote>由于禁售期到期，Palantir 80%的股票开始交易，股价暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107899645","media":"Seeking Alpha","summary":"Palantir Technologies Inc. 's direct listing in September unusually included a lockup period, which ","content":"<p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 's&nbsp;direct listing in September unusually included a lockup period, which expires today. Insiders were only allowed to sell 20%of their shares in the listing, which means the remaining 80% are open for trading today. Palantir shares aredown 5.8%pre-market.</p><p><blockquote><a href=\"https://laohu8.com/S/PLTR\">帕兰提尔技术公司。</a>9月份的直接上市不同寻常地包括一个禁售期，该禁售期将于今天到期。内部人士只被允许出售20%的上市股份，这意味着剩余的80%今天开放交易。Palantir股价盘前下跌5.8%。</blockquote></p><p> Palantir has faced valuation concerns with shares closing yesterday at about 274% above its direct listing reference price.</p><p><blockquote>Palantir面临估值担忧，股价昨天收盘价较其直接上市参考价高出约274%。</blockquote></p><p> Soros Fund Management will continue exiting its position that amounted to&nbsp; 18.46M shares as of November, when the fund said it regretted the investment and \"does not approve of Palantir's business practices.\"</p><p><blockquote>索罗斯基金管理公司将继续退出截至11月的1846万股头寸，当时该基金表示对这项投资感到遗憾，并且“不认可Palantir的商业行为”。</blockquote></p><p> The fund said at the time it had sold all the shares it could and would keep selling,when permitted.</p><p><blockquote>该基金当时表示，它已经出售了所有可以出售的股票，并将在允许的情况下继续出售。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4eb04e82d11b2b74032cb91d003dd907\" tg-width=\"540\" tg-height=\"445\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir stock slumps as lockup expiration opens 80% of shares for trading<blockquote>由于禁售期到期，Palantir 80%的股票开始交易，股价暴跌</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\">\nPalantir stock slumps as lockup expiration opens 80% of shares for trading<blockquote>由于禁售期到期，Palantir 80%的股票开始交易，股价暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-02-19 11:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 's&nbsp;direct listing in September unusually included a lockup period, which expires today. Insiders were only allowed to sell 20%of their shares in the listing, which means the remaining 80% are open for trading today. Palantir shares aredown 5.8%pre-market.</p><p><blockquote><a href=\"https://laohu8.com/S/PLTR\">帕兰提尔技术公司。</a>9月份的直接上市不同寻常地包括一个禁售期，该禁售期将于今天到期。内部人士只被允许出售20%的上市股份，这意味着剩余的80%今天开放交易。Palantir股价盘前下跌5.8%。</blockquote></p><p> Palantir has faced valuation concerns with shares closing yesterday at about 274% above its direct listing reference price.</p><p><blockquote>Palantir面临估值担忧，股价昨天收盘价较其直接上市参考价高出约274%。</blockquote></p><p> Soros Fund Management will continue exiting its position that amounted to&nbsp; 18.46M shares as of November, when the fund said it regretted the investment and \"does not approve of Palantir's business practices.\"</p><p><blockquote>索罗斯基金管理公司将继续退出截至11月的1846万股头寸，当时该基金表示对这项投资感到遗憾，并且“不认可Palantir的商业行为”。</blockquote></p><p> The fund said at the time it had sold all the shares it could and would keep selling,when permitted.</p><p><blockquote>该基金当时表示，它已经出售了所有可以出售的股票，并将在允许的情况下继续出售。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4eb04e82d11b2b74032cb91d003dd907\" tg-width=\"540\" tg-height=\"445\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3663407-palantir-stock-slumps-as-lockup-expiration-opens-80-of-shares-for-trading\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/news/3663407-palantir-stock-slumps-as-lockup-expiration-opens-80-of-shares-for-trading","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107899645","content_text":"Palantir Technologies Inc. 's direct listing in September unusually included a lockup period, which expires today. Insiders were only allowed to sell 20%of their shares in the listing, which means the remaining 80% are open for trading today. Palantir shares aredown 5.8%pre-market.\nPalantir has faced valuation concerns with shares closing yesterday at about 274% above its direct listing reference price.\nSoros Fund Management will continue exiting its position that amounted to  18.46M shares as of November, when the fund said it regretted the investment and \"does not approve of Palantir's business practices.\"\nThe fund said at the time it had sold all the shares it could and would keep selling,when permitted.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691700195,"gmtCreate":1640235751425,"gmtModify":1640235756551,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568810226950152","authorIdStr":"3568810226950152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[Duh]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[Duh]&nbsp;","text":"$Apple(AAPL)$[Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/691700195","repostId":"1164467804","repostType":4,"repost":{"id":"1164467804","kind":"news","pubTimestamp":1640230809,"share":"https://www.laohu8.com/m/news/1164467804?lang=zh_CN&edition=full","pubTime":"2021-12-23 11:40","market":"us","language":"en","title":"Are there any bubbles in Apple stock?<blockquote>苹果股票有泡沫吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164467804","media":"Seeking Alpha","summary":"Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.This has led some to say that the stock is in a bubble, as its price is rising rapidly.However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.Apple Inc. stock has delivered a solid performance in 2021. U","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.</li>  <li>This has led some to say that the stock is in a bubble, as its price is rising rapidly.</li>  <li>However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.</li>  <li>In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>苹果股价今年已上涨34%，大幅跑赢纳斯达克100指数。</li><li>这导致一些人说该股存在泡沫，因为其价格正在迅速上涨。</li><li>然而，苹果的股价涨幅与收入增长大致一致，实际上慢于最近一个季度的每股收益增长。</li><li>在本文中，我将对苹果提出看涨论点，认为它拥有宽阔的护城河，将推动未来的增长和盈利能力。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Apple Inc.</b>(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&amp;P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.</p><p><blockquote><b>苹果公司。</b>(AAPL)股票在2021年表现稳健。该指数今年上涨了35%，表现强劲，优于纳斯达克100指数和标普500。苹果的2021年业绩是该公司长期获胜的最新一年，它表明股票永远不会太大而无法击败市场。</blockquote></p><p> With that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:</p><p><blockquote>话虽如此，仍有不少人认为苹果的胜利应该得到修正。最近几周，我们看到大量文章声称AAPL被高估，标题如下：</blockquote></p><p> <ul>  <li><i>“Apple Stock is Now a Bubble.”</i></p><p><blockquote><ul><li><i>“苹果股票现在是泡沫。”</i></li></ul></blockquote></p><p></li>  <li><i>“Why Apple Stock May Be a Bubble That’s Ready to Burst.”</i></p><p><blockquote><li><i>“为什么苹果股票可能是一个即将破裂的泡沫。”</i></li></blockquote></p><p></li>  <li><i>“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”</i></p><p><blockquote><li><i>“出售AAPL？为什么这位专家认为苹果股价下跌12%”</i></li></blockquote></p><p></li> </ul> Not all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at&nbsp;TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.</p><p><blockquote>并非所有这些文章都明确悲观。一些人提到了积极的一面和消极的一面。但总体而言，认为苹果是泡沫，或者至少被高估的情绪正在变得普遍。如果你看看TipRanks的情绪图表，就会发现对苹果股票的情绪明显负面。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8357bc3eaf626336dbf12b2ff1f410\" tg-width=\"485\" tg-height=\"457\" referrerpolicy=\"no-referrer\"><span>Source: TipRanks’ sentiment chart</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TipRanks情绪图</span></p></blockquote></p><p> The bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward&nbsp;<b>Meta Platforms</b>(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.</p><p><blockquote>当我们将投资者对苹果的悲观情绪与对<b>元平台</b>（FB）。Meta是一家因违反反垄断法而被起诉并每天受到媒体攻击的公司，其情绪得分几乎完美。因此，没有什么特殊的科技诅咒可以保证对该行业个股的负面情绪。苹果的情绪问题确实是自己的问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/68bc8cf3f8fc200c2b7a9c85e69cc9f2\" tg-width=\"488\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Which begs the question:</p><p><blockquote>这就引出了一个问题：</blockquote></p><p> <i>Why?</i></p><p><blockquote><i>为什么？</i></blockquote></p><p> Apple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage –&nbsp;<b>Nintendo</b>(OTCPK:NTDOY) being one exception, if you count gaming as tech.</p><p><blockquote>苹果是一只拥有宽护城河的股票，是少数几家同时控制大多数用户硬件和软件的科技公司之一。许多公司都试图复制苹果通过整合硬件和应用程序来实现收入最大化的策略，但很少有人成功。如果你想要IOS或Mac OS体验，你需要一部iPhone或Mac。数十亿人想要这些体验，足以支付高价购买苹果的产品。很少有其他科技公司拥有这样的优势——<b>任天堂</b>(OTCPK：NTDOY)如果您将游戏视为技术，则是一个例外。</blockquote></p><p> This makes Apple arguably a&nbsp;wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated&nbsp;Apple ecosystem.</p><p><blockquote>这使得苹果可以说是一只拥有宽阔护城河的股票。你需要苹果硬件来运行苹果软件，人们喜欢苹果软件。这使得苹果“垄断”了某一套软件体验。它并不垄断任何特定的设备类别，但它是唯一一家能够提供集成苹果生态系统的公司。</blockquote></p><p> This advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the&nbsp;fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.</p><p><blockquote>这一优势为苹果股东带来了红利——无论是象征性的还是字面上的。按市值计算，苹果是全球最大的公司，按收入计算，它是全球第四大公司。近年来，其收入增长率有所放缓，但某些细分市场（如手表和服务）的增长速度比以往任何时候都快。因此，苹果似乎仍然具有显着盈利和增长的潜力。因此，我将在本文中对苹果提出看涨论点，认为其坚实的经济护城河为其股票未来升值提供了潜力。</blockquote></p><p> <b>Competitive Landscape</b></p><p><blockquote><b>竞争格局</b></blockquote></p><p> One of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments&nbsp;and entertainment.</p><p><blockquote>了解苹果最重要的一点是它的竞争地位。该公司在如此广泛的不同市场开展业务，以至于很难确定其业务不仅仅是“技术”。从技术上讲，该公司的SIC代码（行业分类）是7372，表示“预打包软件”。然而，这并没有涵盖苹果业务活动的全部范围，因为它还涉及硬件、半导体、支付和娱乐。</blockquote></p><p> Some of Apple’s most noteworthy competitors include:</p><p><blockquote>苹果最值得注意的一些竞争对手包括：</blockquote></p><p> <ul>  <li><b>Samsung</b>(OTC:SSNLF) - smartphones.</p><p><blockquote><ul><li><b>三星</b>（场外交易代码：SSNLF）-智能手机。</li></ul></blockquote></p><p></li>  <li><b>Huawei</b>- smartphones.</p><p><blockquote><li><b>华为</b>-智能手机。</li></blockquote></p><p></li>  <li><b>Alphabet</b>(GOOG) - smartphones, laptops, and software.</p><p><blockquote><li><b>Alphabet</b>(GOOG)-智能手机、笔记本电脑和软件。</li></blockquote></p><p></li>  <li><b>Microsoft</b>(MSFT) - laptops.</p><p><blockquote><li><b>微软</b>（MSFT）-笔记本电脑。</li></blockquote></p><p></li>  <li><b>Dell</b>(NYSE:DELL)- laptops.</p><p><blockquote><li><b>戴尔</b>（纽约证券交易所代码：戴尔）-笔记本电脑。</li></blockquote></p><p></li>  <li><b>Adobe</b>(ADBE) - creative software.</p><p><blockquote><li><b>土坯</b>（ADBE）-创意软件。</li></blockquote></p><p></p><p></li>  <li>And many more.</p><p><blockquote><li>还有更多。</li></blockquote></p><p></li> </ul> A comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.</p><p><blockquote>苹果的竞争对手的全面名单是不可能的，因为该公司在许多不同的垂直领域开展业务。除了上述所有名称之外，苹果可以说还在与大型半导体公司竞争，因为它销售采用苹果芯片的手机和笔记本电脑。苹果是最全面的科技公司之一，拥有庞大的硬件、软件和服务阵容，使其与数十家公司展开默契竞争。</blockquote></p><p> How is Apple doing in the industries it competes in? According to&nbsp;Counterpoint Research&nbsp;and Statista, Apple’s market shares include:</p><p><blockquote>苹果在其竞争的行业中表现如何？根据Counterpoint Research和Statista的数据，苹果的市场份额包括：</blockquote></p><p> <ul>  <li>Smartphones: 47% in the US and 14% globally.</p><p><blockquote><ul><li>智能手机：美国占47%，全球占14%。</li></ul></blockquote></p><p></li>  <li>Laptops: 15% in the US and 7.6% globally.</p><p><blockquote><li>笔记本电脑：美国15%，全球7.6%。</li></blockquote></p><p></li>  <li>Smartwatches: over 50% globally.</p><p><blockquote><li>智能手表：全球超过50%。</li></blockquote></p><p></li>  <li>Tablets: 35% globally.</p><p><blockquote><li>平板电脑：全球35%。</li></blockquote></p><p></li> </ul> On the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and&nbsp;sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.</p><p><blockquote>总体而言，苹果在其大部分市场都处于第一或第二的位置。它在智能手机销量方面落后于三星，但在手表和平板电脑方面领先。这是一个相当不错的市场地位。它可能会随着时间的推移而增长。苹果的一些产品类别仍然相当新。该公司最近才涉足智能手表领域，该类别的销售额正以50%的速度增长。苹果最近因增长放缓而受到批评，但该公司产品线中的某些产品增长速度比以往任何时候都快。这为未来的强劲增长提供了潜力。</blockquote></p><p> <b>The M1 Chip and Apple Services</b></p><p><blockquote><b>M1芯片和苹果服务</b></blockquote></p><p> Speaking of future growth, it’s worth exploring two of Apple’s most promising categories:</p><p><blockquote>说到未来的增长，值得探索苹果最有前途的两个类别：</blockquote></p><p> <i>The M1 Chip and Apple Services.</i></p><p><blockquote><i>M1芯片和苹果服务。</i></blockquote></p><p> The M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:</p><p><blockquote>M1芯片（现在实际上是M1家族芯片）是苹果基于ARM架构设计的新型芯片。基本配置拥有：</blockquote></p><p> <ul>  <li>An 8-core CPU.</p><p><blockquote><ul><li>一个8核CPU。</li></ul></blockquote></p><p></li>  <li>A 7-core GPU.</p><p><blockquote><li>7核GPU。</li></blockquote></p><p></li>  <li>8 or 16 gigs of RAM (physically built into the chip).</p><p><blockquote><li>8或16 GB内存（物理内置在芯片中）。</li></blockquote></p><p></li>  <li>5nm process.</p><p><blockquote><li>5nm工艺。</li></blockquote></p><p></li>  <li>16 billion transistors.</p><p><blockquote><li>160亿个晶体管。</li></blockquote></p><p></li>  <li>3.2 GHZ max clock rate.</p><p><blockquote><li>3.2 GHZ最大时钟速率。</li></blockquote></p><p></li> </ul> Incredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless&nbsp;YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.</p><p><blockquote>难以置信的规格。除此之外，还有两款新型号——M1 Pro和M1 Max——对基本型号进行了改进。列出这些高端型号的详细规格表会很乏味，但一个令人瞠目结舌的统计数据是M1 Max的570亿个晶体管。这与极高端游戏PC中包含的CPU竞争。当然，正如无数YouTube评论者指出的那样，这使得较新的MAC电脑本身可以作为游戏装备。苹果在笔记本电脑和台式机领域已经拥有相当大的市场份额，但凭借M1芯片系列，它现在也有机会占领游戏领域。到目前为止，事实证明，这一细分市场对苹果来说是难以捉摸的。因此，苹果电脑产品线的加速增长潜力巨大。</blockquote></p><p> Next up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually&nbsp;lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been&nbsp;flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.</p><p><blockquote>接下来是苹果服务。这是一个广泛的类别，包括流媒体音乐、电影、书籍等。这一类别一直在扩大，并可能在硬件增长放缓后推动更多增长。在最近一个季度，服务增长实际上落后于产品增长，为25%，而后者为30%。然而，服务是有前途的，因为即使在硬件产品达到其总目标市场之后，它们也可以继续增长。经过多年的强劲增长，全球智能手机销量一直持平。在这种环境下，期望苹果的硬件销售像过去那样快速增长是不现实的。但通过向现有客户销售更多服务，苹果可以在硬件销售不佳的情况下保持总收入增长。</blockquote></p><p> <b>Financials and Valuation</b></p><p><blockquote><b>财务和估值</b></blockquote></p><p> Now we can turn to Apple’s financials.</p><p><blockquote>现在我们可以转向苹果的财务状况。</blockquote></p><p> Apple’s most recent quarter was a&nbsp;miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:</p><p><blockquote>苹果最近一个季度的收入和盈利均未达到预期；然而，从绝对值来看，结果是强劲的。本季度，苹果交付了：</blockquote></p><p> <ul>  <li>$83 billion in revenue, up 29%.</p><p><blockquote><ul><li>营收830亿美元，增长29%。</li></ul></blockquote></p><p></li>  <li>$27.3 billion in operating income, up 60%.</p><p><blockquote><li>营业收入273亿美元，增长60%。</li></blockquote></p><p></li>  <li>$20.5 billion in net income, up 63%.</p><p><blockquote><li>净利润205亿美元，增长63%。</li></blockquote></p><p></li>  <li>$1.24 in diluted EPS, up 69%.</p><p><blockquote><li>稀释后每股收益为1.24美元，增长69%。</li></blockquote></p><p></li> </ul> The company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.</p><p><blockquote>该公司还在第四季度报告中报告了1040亿美元的TTM运营现金。这比去年增长了28%。</blockquote></p><p> These were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to&nbsp;Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:</p><p><blockquote>这些都是相当可靠的结果。尤其是对于一家成熟的公司来说。按市值计算，苹果是世界上最大的公司，但其收入和盈利均以成长型股票的水平增长。这一个季度并非侥幸。根据Seeking Alpha Quant的数据，苹果上述指标的五年复合年增长率为：</blockquote></p><p> <ul>  <li>Revenue: 11%.</p><p><blockquote><ul><li>收入：11%。</li></ul></blockquote></p><p></li>  <li>Operating income: 12.7%.</p><p><blockquote><li>营业收入：12.7%。</li></blockquote></p><p></li>  <li>Net income: 15.7%.</p><p><blockquote><li>净利润：15.7%。</li></blockquote></p><p></li>  <li>Diluted EPS: 22%.</p><p><blockquote><li>稀释后每股收益：22%。</li></blockquote></p><p></li>  <li>Cash flow: 10.7%.</p><p><blockquote><li>现金流：10.7%。</li></blockquote></p><p></li> </ul> Again very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:</p><p><blockquote>对于一家成熟的公司来说，这也是非常可靠的。最近一个季度看起来确实好于平均水平，但长期指标仍然非常好。这就抓住了本文论点的核心：</blockquote></p><p></p><p> Apple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a&nbsp;PEG ratio of just 0.43&nbsp;for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.</p><p><blockquote>苹果绝对不是泡沫股。其估值相当高，市盈率为30倍，销售额为7.7倍，现金流为26倍。但该公司仍有很大的增长潜力。按年复合计算，其盈利以22%的速度增长，正如最近一个季度所显示的那样，它还有加速的空间。如果同时考虑增长和价值，过去12个月的PEG比率仅为0.43。这远非泡沫估值。事实上，它看起来非常便宜。</blockquote></p><p> <b>Risks and Challenges</b></p><p><blockquote><b>风险与挑战</b></blockquote></p><p> While Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:</p><p><blockquote>虽然苹果绝对是一家增长强劲、估值适中的超盈利公司，但其股票并非没有风险。作为一家主要的硬件公司，它很容易受到供应链问题和其他冲击的影响。本文概述的看涨论点面临的一些主要风险和挑战包括：</blockquote></p><p> <ul>  <li><b>Supply chain issues.</b>The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company&nbsp;slashed iPhone production&nbsp;because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.</p><p><blockquote><ul><li><b>供应链问题。</b>世界目前正在经历芯片短缺，以及各种其他高科技部件的短缺。这些问题正在影响苹果。就在最近，由于供应链问题，该公司大幅削减了iPhone产量。就在关键的假期之前。对于像苹果这样的硬件公司来说，这类问题是一个始终存在的威胁，该公司依赖于现成的原材料供应来保持销售流动。</li></ul></blockquote></p><p></li>  <li><b>Scale.</b>Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.</p><p><blockquote><li><b>比例。</b>从数学上讲，某物变得越大，需要的增幅就越大，才能推动与过去持平的百分比增长。如果你开始销售1000美元的小工具，第一年就卖出了一个，那么第二年只要卖出价值2000美元的小工具，你的销售额就会翻倍。然而，如果十年后，你的销售额为3320亿美元，你需要客户在第十一年拿出6640亿美元来实现同样的增长。这在数学上是不太可能的。碰巧的是，苹果第四季度830亿美元的年收入达到了3320亿美元。因此，未来将更难实现增长。</li></blockquote></p><p></li>  <li><b>Disruption.</b>Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself&nbsp;did this once, to&nbsp;<b>BlackBerry</b>(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&amp;D, you never know where the next threat will come from.</p><p><blockquote><li><b>中断。</b>苹果的商业模式要求它保持在技术创新的前沿。如果另一家公司推出了明显优于iPhone的产品，这可能会在一夜之间扼杀苹果的业务。苹果自己也做过一次，为了<b>黑莓</b>（BB），命运多舛的黑莓智能手机制造商。科技行业的历史上充斥着公司互相吃午餐的情况，尽管苹果在研发上投入了数十亿美元，但你永远不知道下一个威胁会来自哪里。</li></blockquote></p><p></li> </ul> The above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.</p><p><blockquote>以上是投资者需要牢记的一些非常真实的风险。尤其是供应链风险是非常真实的，在几份季度报告中都被认为是一个问题。话虽如此，苹果股票拥有令人难以置信的护城河、良好的增长和并非不合理的估值。这绝对不是一只值得做空的股票。虽然多头实现的收益在未来不会像过去那么好，但它们应该仍然不错。</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>Are there any bubbles in Apple stock?<blockquote>苹果股票有泡沫吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAre there any bubbles in Apple stock?<blockquote>苹果股票有泡沫吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-23 11:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.</li>  <li>This has led some to say that the stock is in a bubble, as its price is rising rapidly.</li>  <li>However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.</li>  <li>In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>苹果股价今年已上涨34%，大幅跑赢纳斯达克100指数。</li><li>这导致一些人说该股存在泡沫，因为其价格正在迅速上涨。</li><li>然而，苹果的股价涨幅与收入增长大致一致，实际上慢于最近一个季度的每股收益增长。</li><li>在本文中，我将对苹果提出看涨论点，认为它拥有宽阔的护城河，将推动未来的增长和盈利能力。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Apple Inc.</b>(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&amp;P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.</p><p><blockquote><b>苹果公司。</b>(AAPL)股票在2021年表现稳健。该指数今年上涨了35%，表现强劲，优于纳斯达克100指数和标普500。苹果的2021年业绩是该公司长期获胜的最新一年，它表明股票永远不会太大而无法击败市场。</blockquote></p><p> With that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:</p><p><blockquote>话虽如此，仍有不少人认为苹果的胜利应该得到修正。最近几周，我们看到大量文章声称AAPL被高估，标题如下：</blockquote></p><p> <ul>  <li><i>“Apple Stock is Now a Bubble.”</i></p><p><blockquote><ul><li><i>“苹果股票现在是泡沫。”</i></li></ul></blockquote></p><p></li>  <li><i>“Why Apple Stock May Be a Bubble That’s Ready to Burst.”</i></p><p><blockquote><li><i>“为什么苹果股票可能是一个即将破裂的泡沫。”</i></li></blockquote></p><p></li>  <li><i>“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”</i></p><p><blockquote><li><i>“出售AAPL？为什么这位专家认为苹果股价下跌12%”</i></li></blockquote></p><p></li> </ul> Not all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at&nbsp;TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.</p><p><blockquote>并非所有这些文章都明确悲观。一些人提到了积极的一面和消极的一面。但总体而言，认为苹果是泡沫，或者至少被高估的情绪正在变得普遍。如果你看看TipRanks的情绪图表，就会发现对苹果股票的情绪明显负面。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8357bc3eaf626336dbf12b2ff1f410\" tg-width=\"485\" tg-height=\"457\" referrerpolicy=\"no-referrer\"><span>Source: TipRanks’ sentiment chart</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TipRanks情绪图</span></p></blockquote></p><p> The bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward&nbsp;<b>Meta Platforms</b>(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.</p><p><blockquote>当我们将投资者对苹果的悲观情绪与对<b>元平台</b>（FB）。Meta是一家因违反反垄断法而被起诉并每天受到媒体攻击的公司，其情绪得分几乎完美。因此，没有什么特殊的科技诅咒可以保证对该行业个股的负面情绪。苹果的情绪问题确实是自己的问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/68bc8cf3f8fc200c2b7a9c85e69cc9f2\" tg-width=\"488\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Which begs the question:</p><p><blockquote>这就引出了一个问题：</blockquote></p><p> <i>Why?</i></p><p><blockquote><i>为什么？</i></blockquote></p><p> Apple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage –&nbsp;<b>Nintendo</b>(OTCPK:NTDOY) being one exception, if you count gaming as tech.</p><p><blockquote>苹果是一只拥有宽护城河的股票，是少数几家同时控制大多数用户硬件和软件的科技公司之一。许多公司都试图复制苹果通过整合硬件和应用程序来实现收入最大化的策略，但很少有人成功。如果你想要IOS或Mac OS体验，你需要一部iPhone或Mac。数十亿人想要这些体验，足以支付高价购买苹果的产品。很少有其他科技公司拥有这样的优势——<b>任天堂</b>(OTCPK：NTDOY)如果您将游戏视为技术，则是一个例外。</blockquote></p><p> This makes Apple arguably a&nbsp;wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated&nbsp;Apple ecosystem.</p><p><blockquote>这使得苹果可以说是一只拥有宽阔护城河的股票。你需要苹果硬件来运行苹果软件，人们喜欢苹果软件。这使得苹果“垄断”了某一套软件体验。它并不垄断任何特定的设备类别，但它是唯一一家能够提供集成苹果生态系统的公司。</blockquote></p><p> This advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the&nbsp;fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.</p><p><blockquote>这一优势为苹果股东带来了红利——无论是象征性的还是字面上的。按市值计算，苹果是全球最大的公司，按收入计算，它是全球第四大公司。近年来，其收入增长率有所放缓，但某些细分市场（如手表和服务）的增长速度比以往任何时候都快。因此，苹果似乎仍然具有显着盈利和增长的潜力。因此，我将在本文中对苹果提出看涨论点，认为其坚实的经济护城河为其股票未来升值提供了潜力。</blockquote></p><p> <b>Competitive Landscape</b></p><p><blockquote><b>竞争格局</b></blockquote></p><p> One of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments&nbsp;and entertainment.</p><p><blockquote>了解苹果最重要的一点是它的竞争地位。该公司在如此广泛的不同市场开展业务，以至于很难确定其业务不仅仅是“技术”。从技术上讲，该公司的SIC代码（行业分类）是7372，表示“预打包软件”。然而，这并没有涵盖苹果业务活动的全部范围，因为它还涉及硬件、半导体、支付和娱乐。</blockquote></p><p> Some of Apple’s most noteworthy competitors include:</p><p><blockquote>苹果最值得注意的一些竞争对手包括：</blockquote></p><p> <ul>  <li><b>Samsung</b>(OTC:SSNLF) - smartphones.</p><p><blockquote><ul><li><b>三星</b>（场外交易代码：SSNLF）-智能手机。</li></ul></blockquote></p><p></li>  <li><b>Huawei</b>- smartphones.</p><p><blockquote><li><b>华为</b>-智能手机。</li></blockquote></p><p></li>  <li><b>Alphabet</b>(GOOG) - smartphones, laptops, and software.</p><p><blockquote><li><b>Alphabet</b>(GOOG)-智能手机、笔记本电脑和软件。</li></blockquote></p><p></li>  <li><b>Microsoft</b>(MSFT) - laptops.</p><p><blockquote><li><b>微软</b>（MSFT）-笔记本电脑。</li></blockquote></p><p></li>  <li><b>Dell</b>(NYSE:DELL)- laptops.</p><p><blockquote><li><b>戴尔</b>（纽约证券交易所代码：戴尔）-笔记本电脑。</li></blockquote></p><p></li>  <li><b>Adobe</b>(ADBE) - creative software.</p><p><blockquote><li><b>土坯</b>（ADBE）-创意软件。</li></blockquote></p><p></p><p></li>  <li>And many more.</p><p><blockquote><li>还有更多。</li></blockquote></p><p></li> </ul> A comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.</p><p><blockquote>苹果的竞争对手的全面名单是不可能的，因为该公司在许多不同的垂直领域开展业务。除了上述所有名称之外，苹果可以说还在与大型半导体公司竞争，因为它销售采用苹果芯片的手机和笔记本电脑。苹果是最全面的科技公司之一，拥有庞大的硬件、软件和服务阵容，使其与数十家公司展开默契竞争。</blockquote></p><p> How is Apple doing in the industries it competes in? According to&nbsp;Counterpoint Research&nbsp;and Statista, Apple’s market shares include:</p><p><blockquote>苹果在其竞争的行业中表现如何？根据Counterpoint Research和Statista的数据，苹果的市场份额包括：</blockquote></p><p> <ul>  <li>Smartphones: 47% in the US and 14% globally.</p><p><blockquote><ul><li>智能手机：美国占47%，全球占14%。</li></ul></blockquote></p><p></li>  <li>Laptops: 15% in the US and 7.6% globally.</p><p><blockquote><li>笔记本电脑：美国15%，全球7.6%。</li></blockquote></p><p></li>  <li>Smartwatches: over 50% globally.</p><p><blockquote><li>智能手表：全球超过50%。</li></blockquote></p><p></li>  <li>Tablets: 35% globally.</p><p><blockquote><li>平板电脑：全球35%。</li></blockquote></p><p></li> </ul> On the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and&nbsp;sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.</p><p><blockquote>总体而言，苹果在其大部分市场都处于第一或第二的位置。它在智能手机销量方面落后于三星，但在手表和平板电脑方面领先。这是一个相当不错的市场地位。它可能会随着时间的推移而增长。苹果的一些产品类别仍然相当新。该公司最近才涉足智能手表领域，该类别的销售额正以50%的速度增长。苹果最近因增长放缓而受到批评，但该公司产品线中的某些产品增长速度比以往任何时候都快。这为未来的强劲增长提供了潜力。</blockquote></p><p> <b>The M1 Chip and Apple Services</b></p><p><blockquote><b>M1芯片和苹果服务</b></blockquote></p><p> Speaking of future growth, it’s worth exploring two of Apple’s most promising categories:</p><p><blockquote>说到未来的增长，值得探索苹果最有前途的两个类别：</blockquote></p><p> <i>The M1 Chip and Apple Services.</i></p><p><blockquote><i>M1芯片和苹果服务。</i></blockquote></p><p> The M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:</p><p><blockquote>M1芯片（现在实际上是M1家族芯片）是苹果基于ARM架构设计的新型芯片。基本配置拥有：</blockquote></p><p> <ul>  <li>An 8-core CPU.</p><p><blockquote><ul><li>一个8核CPU。</li></ul></blockquote></p><p></li>  <li>A 7-core GPU.</p><p><blockquote><li>7核GPU。</li></blockquote></p><p></li>  <li>8 or 16 gigs of RAM (physically built into the chip).</p><p><blockquote><li>8或16 GB内存（物理内置在芯片中）。</li></blockquote></p><p></li>  <li>5nm process.</p><p><blockquote><li>5nm工艺。</li></blockquote></p><p></li>  <li>16 billion transistors.</p><p><blockquote><li>160亿个晶体管。</li></blockquote></p><p></li>  <li>3.2 GHZ max clock rate.</p><p><blockquote><li>3.2 GHZ最大时钟速率。</li></blockquote></p><p></li> </ul> Incredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless&nbsp;YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.</p><p><blockquote>难以置信的规格。除此之外，还有两款新型号——M1 Pro和M1 Max——对基本型号进行了改进。列出这些高端型号的详细规格表会很乏味，但一个令人瞠目结舌的统计数据是M1 Max的570亿个晶体管。这与极高端游戏PC中包含的CPU竞争。当然，正如无数YouTube评论者指出的那样，这使得较新的MAC电脑本身可以作为游戏装备。苹果在笔记本电脑和台式机领域已经拥有相当大的市场份额，但凭借M1芯片系列，它现在也有机会占领游戏领域。到目前为止，事实证明，这一细分市场对苹果来说是难以捉摸的。因此，苹果电脑产品线的加速增长潜力巨大。</blockquote></p><p> Next up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually&nbsp;lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been&nbsp;flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.</p><p><blockquote>接下来是苹果服务。这是一个广泛的类别，包括流媒体音乐、电影、书籍等。这一类别一直在扩大，并可能在硬件增长放缓后推动更多增长。在最近一个季度，服务增长实际上落后于产品增长，为25%，而后者为30%。然而，服务是有前途的，因为即使在硬件产品达到其总目标市场之后，它们也可以继续增长。经过多年的强劲增长，全球智能手机销量一直持平。在这种环境下，期望苹果的硬件销售像过去那样快速增长是不现实的。但通过向现有客户销售更多服务，苹果可以在硬件销售不佳的情况下保持总收入增长。</blockquote></p><p> <b>Financials and Valuation</b></p><p><blockquote><b>财务和估值</b></blockquote></p><p> Now we can turn to Apple’s financials.</p><p><blockquote>现在我们可以转向苹果的财务状况。</blockquote></p><p> Apple’s most recent quarter was a&nbsp;miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:</p><p><blockquote>苹果最近一个季度的收入和盈利均未达到预期；然而，从绝对值来看，结果是强劲的。本季度，苹果交付了：</blockquote></p><p> <ul>  <li>$83 billion in revenue, up 29%.</p><p><blockquote><ul><li>营收830亿美元，增长29%。</li></ul></blockquote></p><p></li>  <li>$27.3 billion in operating income, up 60%.</p><p><blockquote><li>营业收入273亿美元，增长60%。</li></blockquote></p><p></li>  <li>$20.5 billion in net income, up 63%.</p><p><blockquote><li>净利润205亿美元，增长63%。</li></blockquote></p><p></li>  <li>$1.24 in diluted EPS, up 69%.</p><p><blockquote><li>稀释后每股收益为1.24美元，增长69%。</li></blockquote></p><p></li> </ul> The company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.</p><p><blockquote>该公司还在第四季度报告中报告了1040亿美元的TTM运营现金。这比去年增长了28%。</blockquote></p><p> These were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to&nbsp;Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:</p><p><blockquote>这些都是相当可靠的结果。尤其是对于一家成熟的公司来说。按市值计算，苹果是世界上最大的公司，但其收入和盈利均以成长型股票的水平增长。这一个季度并非侥幸。根据Seeking Alpha Quant的数据，苹果上述指标的五年复合年增长率为：</blockquote></p><p> <ul>  <li>Revenue: 11%.</p><p><blockquote><ul><li>收入：11%。</li></ul></blockquote></p><p></li>  <li>Operating income: 12.7%.</p><p><blockquote><li>营业收入：12.7%。</li></blockquote></p><p></li>  <li>Net income: 15.7%.</p><p><blockquote><li>净利润：15.7%。</li></blockquote></p><p></li>  <li>Diluted EPS: 22%.</p><p><blockquote><li>稀释后每股收益：22%。</li></blockquote></p><p></li>  <li>Cash flow: 10.7%.</p><p><blockquote><li>现金流：10.7%。</li></blockquote></p><p></li> </ul> Again very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:</p><p><blockquote>对于一家成熟的公司来说，这也是非常可靠的。最近一个季度看起来确实好于平均水平，但长期指标仍然非常好。这就抓住了本文论点的核心：</blockquote></p><p></p><p> Apple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a&nbsp;PEG ratio of just 0.43&nbsp;for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.</p><p><blockquote>苹果绝对不是泡沫股。其估值相当高，市盈率为30倍，销售额为7.7倍，现金流为26倍。但该公司仍有很大的增长潜力。按年复合计算，其盈利以22%的速度增长，正如最近一个季度所显示的那样，它还有加速的空间。如果同时考虑增长和价值，过去12个月的PEG比率仅为0.43。这远非泡沫估值。事实上，它看起来非常便宜。</blockquote></p><p> <b>Risks and Challenges</b></p><p><blockquote><b>风险与挑战</b></blockquote></p><p> While Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:</p><p><blockquote>虽然苹果绝对是一家增长强劲、估值适中的超盈利公司，但其股票并非没有风险。作为一家主要的硬件公司，它很容易受到供应链问题和其他冲击的影响。本文概述的看涨论点面临的一些主要风险和挑战包括：</blockquote></p><p> <ul>  <li><b>Supply chain issues.</b>The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company&nbsp;slashed iPhone production&nbsp;because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.</p><p><blockquote><ul><li><b>供应链问题。</b>世界目前正在经历芯片短缺，以及各种其他高科技部件的短缺。这些问题正在影响苹果。就在最近，由于供应链问题，该公司大幅削减了iPhone产量。就在关键的假期之前。对于像苹果这样的硬件公司来说，这类问题是一个始终存在的威胁，该公司依赖于现成的原材料供应来保持销售流动。</li></ul></blockquote></p><p></li>  <li><b>Scale.</b>Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.</p><p><blockquote><li><b>比例。</b>从数学上讲，某物变得越大，需要的增幅就越大，才能推动与过去持平的百分比增长。如果你开始销售1000美元的小工具，第一年就卖出了一个，那么第二年只要卖出价值2000美元的小工具，你的销售额就会翻倍。然而，如果十年后，你的销售额为3320亿美元，你需要客户在第十一年拿出6640亿美元来实现同样的增长。这在数学上是不太可能的。碰巧的是，苹果第四季度830亿美元的年收入达到了3320亿美元。因此，未来将更难实现增长。</li></blockquote></p><p></li>  <li><b>Disruption.</b>Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself&nbsp;did this once, to&nbsp;<b>BlackBerry</b>(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&amp;D, you never know where the next threat will come from.</p><p><blockquote><li><b>中断。</b>苹果的商业模式要求它保持在技术创新的前沿。如果另一家公司推出了明显优于iPhone的产品，这可能会在一夜之间扼杀苹果的业务。苹果自己也做过一次，为了<b>黑莓</b>（BB），命运多舛的黑莓智能手机制造商。科技行业的历史上充斥着公司互相吃午餐的情况，尽管苹果在研发上投入了数十亿美元，但你永远不知道下一个威胁会来自哪里。</li></blockquote></p><p></li> </ul> The above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.</p><p><blockquote>以上是投资者需要牢记的一些非常真实的风险。尤其是供应链风险是非常真实的，在几份季度报告中都被认为是一个问题。话虽如此，苹果股票拥有令人难以置信的护城河、良好的增长和并非不合理的估值。这绝对不是一只值得做空的股票。虽然多头实现的收益在未来不会像过去那么好，但它们应该仍然不错。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4476363-apple-stock-no-bubble\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4476363-apple-stock-no-bubble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164467804","content_text":"Summary\n\nApple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.\nThis has led some to say that the stock is in a bubble, as its price is rising rapidly.\nHowever, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.\nIn this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.\n\nJustin Sullivan/Getty Images News\nApple Inc.(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.\nWith that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:\n\n“Apple Stock is Now a Bubble.”\n“Why Apple Stock May Be a Bubble That’s Ready to Burst.”\n“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”\n\nNot all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.\nSource: TipRanks’ sentiment chart\nThe bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward Meta Platforms(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.\n\nWhich begs the question:\nWhy?\nApple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage – Nintendo(OTCPK:NTDOY) being one exception, if you count gaming as tech.\nThis makes Apple arguably a wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated Apple ecosystem.\nThis advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.\nCompetitive Landscape\nOne of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments and entertainment.\nSome of Apple’s most noteworthy competitors include:\n\nSamsung(OTC:SSNLF) - smartphones.\nHuawei- smartphones.\nAlphabet(GOOG) - smartphones, laptops, and software.\nMicrosoft(MSFT) - laptops.\nDell(NYSE:DELL)- laptops.\nAdobe(ADBE) - creative software.\nAnd many more.\n\nA comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.\nHow is Apple doing in the industries it competes in? According to Counterpoint Research and Statista, Apple’s market shares include:\n\nSmartphones: 47% in the US and 14% globally.\nLaptops: 15% in the US and 7.6% globally.\nSmartwatches: over 50% globally.\nTablets: 35% globally.\n\nOn the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.\nThe M1 Chip and Apple Services\nSpeaking of future growth, it’s worth exploring two of Apple’s most promising categories:\nThe M1 Chip and Apple Services.\nThe M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:\n\nAn 8-core CPU.\nA 7-core GPU.\n8 or 16 gigs of RAM (physically built into the chip).\n5nm process.\n16 billion transistors.\n3.2 GHZ max clock rate.\n\nIncredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.\nNext up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.\nFinancials and Valuation\nNow we can turn to Apple’s financials.\nApple’s most recent quarter was a miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:\n\n$83 billion in revenue, up 29%.\n$27.3 billion in operating income, up 60%.\n$20.5 billion in net income, up 63%.\n$1.24 in diluted EPS, up 69%.\n\nThe company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.\nThese were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:\n\nRevenue: 11%.\nOperating income: 12.7%.\nNet income: 15.7%.\nDiluted EPS: 22%.\nCash flow: 10.7%.\n\nAgain very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:\nApple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a PEG ratio of just 0.43 for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.\nRisks and Challenges\nWhile Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:\n\nSupply chain issues.The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company slashed iPhone production because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.\nScale.Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.\nDisruption.Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself did this once, to BlackBerry(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&D, you never know where the next threat will come from.\n\nThe above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}